Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Bill Burnett, CFP®, CIMA® Bill Burnett, CFP®, CIMA®'s Merrill Lynch Experience 2004 - 2010
Job Senior Wealth Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management November 2014 - Present
Seacoast National Bank 2013 - November 2014
Northern Trust 2010 - 2013
Merrill Lynch 2004 - 2010
Bank of America 2000 - 2004
Skills
Financial Services, Sales, Investment Management, Securities, Wealth, Wealth Management, Investments, Wealth Management..., Private Banking, Certified Financial..., Asset Management, High Net Worth..., Finance, Small Business, Portfolio Management
Education
University of North Texas 1984 — 1988
Bachelor of Arts (B.A.), Interpersonal Communication and Public Address
BNY Mellon Wealth Management November 2014 - Present
Seacoast National Bank 2013 - November 2014
Northern Trust 2010 - 2013
Merrill Lynch 2004 - 2010
Bank of America 2000 - 2004
Skills
Financial Services, Sales, Investment Management, Securities, Wealth, Wealth Management, Investments, Wealth Management..., Private Banking, Certified Financial..., Asset Management, High Net Worth..., Finance, Small Business, Portfolio Management
Education
University of North Texas 1984 — 1988
Bachelor of Arts (B.A.), Interpersonal Communication and Public Address
Wesley Dabu Wesley Dabu's Merrill Lynch Experience August 2014 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
AT&T Mobility May 2011 - June 2014
T-Mobile January 2006 - May 2011
Skills
Customer Service, Sales, Analysis, Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of North Florida
Bachelor of Science (B.S.), Building Construction Management
Merrill Lynch August 2014 - Present
AT&T Mobility May 2011 - June 2014
T-Mobile January 2006 - May 2011
Skills
Customer Service, Sales, Analysis, Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of North Florida
Bachelor of Science (B.S.), Building Construction Management
Nicholas Ley Nicholas Ley's Merrill Lynch Experience September 2014 - Present
Job Vice President, Sales Manager at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch January 2014 - September 2014
Merrill Lynch February 2012 - January 2014
Greenhouse Studio August 2010 - December 2010
Skills
Retirement Plan..., Personal Finance, Asset Allocation, Financial Advisory, Stock Trading, ETFs, Bond Markets, Marketing, Brand Development, Adobe Creative Suite, InDesign, Web Design, Graphic Design, Creative Direction, Microsoft Excel, Project Management, Mac, Photoshop, Series 7
Education
University of North Florida - College of Business Administration 2006 — 2010
Business, Marketing
Merrill Lynch September 2014 - Present
Merrill Lynch January 2014 - September 2014
Merrill Lynch February 2012 - January 2014
Greenhouse Studio August 2010 - December 2010
Skills
Retirement Plan..., Personal Finance, Asset Allocation, Financial Advisory, Stock Trading, ETFs, Bond Markets, Marketing, Brand Development, Adobe Creative Suite, InDesign, Web Design, Graphic Design, Creative Direction, Microsoft Excel, Project Management, Mac, Photoshop, Series 7
Education
University of North Florida - College of Business Administration 2006 — 2010
Business, Marketing
Elizabeth Minneci Elizabeth Minneci's Merrill Lynch Experience February 2013 - Present
Job Assistant Vice President, Internal Product Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2013 - Present
Merrill Lynch August 2011 - February 2013
Skills
Investments, Banking, Portfolio Management, Financial Analysis, Strategic Financial..., Financial Modeling, Process Improvement, Asset Management, Project Management, Series 7, Risk Management, Mutual Funds, Business Analysis, Finance, Financial Planning
Education
University of North Florida - College of Business Administration 2010 — 2013
Master of Business Administration (MBA), International Business and Finance
University of North Florida - College of Business Administration 2003 — 2007
Bachelor of Science (BS), International Business
Merrill Lynch February 2013 - Present
Merrill Lynch August 2011 - February 2013
Skills
Investments, Banking, Portfolio Management, Financial Analysis, Strategic Financial..., Financial Modeling, Process Improvement, Asset Management, Project Management, Series 7, Risk Management, Mutual Funds, Business Analysis, Finance, Financial Planning
Education
University of North Florida - College of Business Administration 2010 — 2013
Master of Business Administration (MBA), International Business and Finance
University of North Florida - College of Business Administration 2003 — 2007
Bachelor of Science (BS), International Business
Fred Culvyhouse Fred Culvyhouse's Merrill Lynch Experience May 2010 - Present
Job Regulatory Analyst at Deutsche Bank within Asset Wealth Management
Industry Financial Services
Experience
Deutsche Bank June 2015 - Present
Merrill Lynch May 2010 - Present
Merrill Lynch January 2004 - Present
Skills
Finance, Corporate Actions, Reorganisation, Trading, European Markets, Bonds, Series 7, series 24, series 66, Mutual Funds, 529 Plans, Hedge Funds, Alternative Investments, Employee Stock Options, 401k, 401k Rollovers, Investments, Portfolio Management, Fixed Income, Financial Services, Financial Modeling, Banking, Risk Management, Private Equity, Financial Risk, Business Analysis, Microsoft Office, Equities, Retirement Planning, Securities, Capital Markets, Financial Analysis, Customer Service, Asset Allocation, Leadership, Financial Planning, Uniform Combined State..., Analysis, Wealth Management
Education
University of North Florida - College of Business Administration 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Deutsche Bank June 2015 - Present
Merrill Lynch May 2010 - Present
Merrill Lynch January 2004 - Present
Skills
Finance, Corporate Actions, Reorganisation, Trading, European Markets, Bonds, Series 7, series 24, series 66, Mutual Funds, 529 Plans, Hedge Funds, Alternative Investments, Employee Stock Options, 401k, 401k Rollovers, Investments, Portfolio Management, Fixed Income, Financial Services, Financial Modeling, Banking, Risk Management, Private Equity, Financial Risk, Business Analysis, Microsoft Office, Equities, Retirement Planning, Securities, Capital Markets, Financial Analysis, Customer Service, Asset Allocation, Leadership, Financial Planning, Uniform Combined State..., Analysis, Wealth Management
Education
University of North Florida - College of Business Administration 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Derek Joyner Derek Joyner's Merrill Lynch Experience December 2013 - Present
Job Sr. Supervision Principal, AVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
AXA Equitable September 2008 - December 2013
Merrill Lynch September 1999 - September 2008
Education
University of North Florida - College of Business Administration 1996 — 2000
BA, Finance
Merrill Lynch December 2013 - Present
AXA Equitable September 2008 - December 2013
Merrill Lynch September 1999 - September 2008
Education
University of North Florida - College of Business Administration 1996 — 2000
BA, Finance
Chad Harter Chad Harter's Merrill Lynch Experience October 2010 - April 2012
Job Production Manager at loanDepot
Industry Financial Services
Experience
loanDepot December 2013 - Present
loanDepot February 2012 - December 2013
Merrill Lynch October 2010 - April 2012
Bank of America January 2008 - October 2010
Personnel Network December 2004 - December 2007
Skills
Refinance, Loans
Education
University of Northern Colorado
Bachelor of Science, Business Administration; Business Finance
Monfort College of Business
loanDepot December 2013 - Present
loanDepot February 2012 - December 2013
Merrill Lynch October 2010 - April 2012
Bank of America January 2008 - October 2010
Personnel Network December 2004 - December 2007
Skills
Refinance, Loans
Education
University of Northern Colorado
Bachelor of Science, Business Administration; Business Finance
Monfort College of Business
Ian Mullon Ian Mullon's Merrill Lynch Experience September 2014 - Present
Job Sr Operations Analyst Alternative Investment Reconciliation & New Product Onboarding
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch July 2013 - September 2014
Merrill Lynch May 2012 - July 2013
Skills
Mutual Fund Trading, Mutual Funds, Account Reconciliation, Financial Operations, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking, Strategic Planning, Financial Analysis
Education
University of North Florida 2010 — 2012
Bachelor of Business Administration (BBA), Finance
Merrill Lynch September 2014 - Present
Merrill Lynch July 2013 - September 2014
Merrill Lynch May 2012 - July 2013
Skills
Mutual Fund Trading, Mutual Funds, Account Reconciliation, Financial Operations, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking, Strategic Planning, Financial Analysis
Education
University of North Florida 2010 — 2012
Bachelor of Business Administration (BBA), Finance
Sherrie Varner's Merrill Lynch Experience August 2003 - August 2008
Job Vice President Business Manager at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2008 - Present
Merrill Lynch August 2003 - August 2008
Skills
Middle Office, Investment Banking, Fixed Income, Equities, Market Data, Front Office, Back Office, Private Banking, Six Sigma, Lean Operations, Compliance, Project Management, Transition Management, Business Relationship..., Business Service..., Credit, Trading, Banking
Education
University of North Florida 1999 — 2003
Bachelor of Arts, English & Criminal Justice
Deutsche Bank August 2008 - Present
Merrill Lynch August 2003 - August 2008
Skills
Middle Office, Investment Banking, Fixed Income, Equities, Market Data, Front Office, Back Office, Private Banking, Six Sigma, Lean Operations, Compliance, Project Management, Transition Management, Business Relationship..., Business Service..., Credit, Trading, Banking
Education
University of North Florida 1999 — 2003
Bachelor of Arts, English & Criminal Justice
Mark Ritvalski Mark Ritvalski's Merrill Lynch Experience May 2014 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Armor Wealth Management March 2014 - May 2014
Mogul Marketing Solutions May 2011 - May 2014
Northwestern Mutual August 2013 - March 2014
Centrus Auto Finance January 2012 - April 2013
Liberty Mutual Insurance February 2011 - October 2011
Skills
Finance, Financial Analysis, Credit, New Business Development, Loans, Sales, Entrepreneurship, Underwriting, Negotiation, Risk Management, Portfolio Management, Banking, Strategic Planning, Management, Investments, Small Business, Sales Management, Team Building, Marketing, Leadership, Customer Service, Social Networking, Marketing Strategy, Public Speaking, Social Media Marketing, Time Management, Business Development, Social Media, Coaching
Education
University of North Texas 2008 — 2012
Business Administration, Business, Economics
Merrill Lynch May 2014 - Present
Armor Wealth Management March 2014 - May 2014
Mogul Marketing Solutions May 2011 - May 2014
Northwestern Mutual August 2013 - March 2014
Centrus Auto Finance January 2012 - April 2013
Liberty Mutual Insurance February 2011 - October 2011
Skills
Finance, Financial Analysis, Credit, New Business Development, Loans, Sales, Entrepreneurship, Underwriting, Negotiation, Risk Management, Portfolio Management, Banking, Strategic Planning, Management, Investments, Small Business, Sales Management, Team Building, Marketing, Leadership, Customer Service, Social Networking, Marketing Strategy, Public Speaking, Social Media Marketing, Time Management, Business Development, Social Media, Coaching
Education
University of North Texas 2008 — 2012
Business Administration, Business, Economics
Carly DeWitt Carly DeWitt's Merrill Lynch Experience June 2009 - August 2009
Job Service Delivery Analyst at Ceridian
Industry Hospital & Health Care
Experience
iQor Aftermarket Services February 2015 - Present
Ceridian January 2013 - February 2015
Blue Cross and Blue Shield of Florida May 2011 - January 2013
Alltrust Insurance June 2010 - August 2010
University of North Florida December 2007 - January 2010
Merrill Lynch June 2009 - August 2009
City of St. Petersburg May 2003 - June 2009
Florida Retail Partners May 2007 - May 2009
Shells Restaurant April 2007 - July 2007
Pepin Restaurant November 2005 - April 2006
Skills
Analysis, Risk Management, SharePoint, Budgets, Microsoft Excel, Customer Service, Project Planning, Social Media, Business Development, Microsoft Word, Enterprise Risk..., Auditing, Leadership, Management, Software Documentation
Education
University of North Florida - College of Business Administration 2007 — 2011
Finance, Track in Real Estate
iQor Aftermarket Services February 2015 - Present
Ceridian January 2013 - February 2015
Blue Cross and Blue Shield of Florida May 2011 - January 2013
Alltrust Insurance June 2010 - August 2010
University of North Florida December 2007 - January 2010
Merrill Lynch June 2009 - August 2009
City of St. Petersburg May 2003 - June 2009
Florida Retail Partners May 2007 - May 2009
Shells Restaurant April 2007 - July 2007
Pepin Restaurant November 2005 - April 2006
Skills
Analysis, Risk Management, SharePoint, Budgets, Microsoft Excel, Customer Service, Project Planning, Social Media, Business Development, Microsoft Word, Enterprise Risk..., Auditing, Leadership, Management, Software Documentation
Education
University of North Florida - College of Business Administration 2007 — 2011
Finance, Track in Real Estate
John-Michael Cotterman John-Michael Cotterman's Merrill Lynch Experience February 2015 - July 2015
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Merrill Lynch February 2015 - July 2015
Coggin Automotive Group August 2014 - December 2014
717 Parking April 2013 - August 2014
ABM Industries June 2012 - February 2013
Skills
P&L, Microsoft Excel, Facilities Management, Customer Service, Process Scheduler, Operations Management, Team Building, Budgets, Hospitality, Customer Satisfaction
Education
University of North Florida - College of Business Administration 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Fidelity Investments July 2015 - Present
Merrill Lynch February 2015 - July 2015
Coggin Automotive Group August 2014 - December 2014
717 Parking April 2013 - August 2014
ABM Industries June 2012 - February 2013
Skills
P&L, Microsoft Excel, Facilities Management, Customer Service, Process Scheduler, Operations Management, Team Building, Budgets, Hospitality, Customer Satisfaction
Education
University of North Florida - College of Business Administration 2014 — 2016
Master of Business Administration (M.B.A.), Finance
DeAnn Welch's Merrill Lynch Experience
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Retirement Planning, Wealth Management, Series 7, Series 63, Asset Allocation, Leadership, Management, Mutual Funds, Team Building, Uniform Combined State...
Education
University of North Texas 1988 — 1992
Bachelor of Arts (BA), Psychology
Cypress Creek High School 1984 — 1988
Merrill Lynch
Skills
Retirement Planning, Wealth Management, Series 7, Series 63, Asset Allocation, Leadership, Management, Mutual Funds, Team Building, Uniform Combined State...
Education
University of North Texas 1988 — 1992
Bachelor of Arts (BA), Psychology
Cypress Creek High School 1984 — 1988
Lauren Reed, CIC Lauren Reed, CIC's Merrill Lynch Experience August 2011 - May 2012
Job Account Manager at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management April 2012 - Present
Merrill Lynch August 2011 - May 2012
Cowboys Golf Club May 2010 - April 2012
Skills
Risk Management, Budgets, Management, Insurance, Outlook, Finance, Customer Service, Microsoft Excel, Sales, Leadership, Financial Analysis, Event Management, Account Management, Property & Casualty..., New Business Development, Time Management, Commercial Insurance
Education
University of North Texas 2008 — 2012
Bachelor of Business Administration, Risk Management & Insurance
Wortham Insurance & Risk Management April 2012 - Present
Merrill Lynch August 2011 - May 2012
Cowboys Golf Club May 2010 - April 2012
Skills
Risk Management, Budgets, Management, Insurance, Outlook, Finance, Customer Service, Microsoft Excel, Sales, Leadership, Financial Analysis, Event Management, Account Management, Property & Casualty..., New Business Development, Time Management, Commercial Insurance
Education
University of North Texas 2008 — 2012
Bachelor of Business Administration, Risk Management & Insurance
Katie Tawadrous Katie Tawadrous's Merrill Lynch Experience August 2011 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Fidelity Investments November 2007 - August 2011
Skills
Uniform Combined State..., Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Investment Advisory, FINRA, Equities, Investments, Alternative Investments
Education
University of North Texas 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Merrill Lynch August 2011 - Present
Fidelity Investments November 2007 - August 2011
Skills
Uniform Combined State..., Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Investment Advisory, FINRA, Equities, Investments, Alternative Investments
Education
University of North Texas 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Ryan Alexis Ryan Alexis's Merrill Lynch Experience May 2006 - June 2009
Job Senior Manager, Black Diamond Service Teams at Advent Software
Industry Computer Software
Experience
Advent Software March 2012 - Present
Black Diamond Performance Reporting, LLC June 2009 - March 2012
Merrill Lynch May 2006 - June 2009
Skills
Equities, Portfolio Management, Salesforce.com, Business Analysis, Investments, SaaS, Process Improvement, Account Management, Data Analysis, Financial Services, Analytics, Analysis, CRM, Strategy
Education
University of North Florida 2002 — 2006
BS, Finance
Advent Software March 2012 - Present
Black Diamond Performance Reporting, LLC June 2009 - March 2012
Merrill Lynch May 2006 - June 2009
Skills
Equities, Portfolio Management, Salesforce.com, Business Analysis, Investments, SaaS, Process Improvement, Account Management, Data Analysis, Financial Services, Analytics, Analysis, CRM, Strategy
Education
University of North Florida 2002 — 2006
BS, Finance
Lisa Ermin Lisa Ermin's Merrill Lynch Experience 1996 - 2000
Job I take data and tell a story.
Industry Information Technology and Services
Experience
Web.com June 2014 - Present
DISYS July 2013 - May 2014
Florida Blue August 2012 - February 2013
Baptist Health January 2012 - August 2012
Health First April 2011 - September 2011
Blue Cross Blue Shield of Florida May 2001 - April 2011
Merrill Lynch 1996 - 2000
Bank of America (Bank of Boston) 1990 - 1996
Skills
Process Improvement, Financial Analysis, Healthcare, Finance, Business Analysis, Healthcare Management, Insurance, Business Process, Analysis, Accounting, Health Insurance, Access, Investments, HIPAA, Visio, Contract Negotiation, Research, PeopleSoft, Budgets, Business Process..., Provider Contracting, Risk Assessment, Microsoft Excel, Forecasting, Outlook, Business Requirements, Medicare, Internal Controls, SharePoint, Provider Relations, Medicaid, PowerPoint, Corporate Finance, PPO, Oracle SQL Reports, Teradata SQL, MSRS, MSSQL, Minitab
Education
Webster University 1998 — 2001
MBA, Masters of Business Administration
University of North Florida - College of Business Administration 1990 — 1992
BBS, Finance
Web.com June 2014 - Present
DISYS July 2013 - May 2014
Florida Blue August 2012 - February 2013
Baptist Health January 2012 - August 2012
Health First April 2011 - September 2011
Blue Cross Blue Shield of Florida May 2001 - April 2011
Merrill Lynch 1996 - 2000
Bank of America (Bank of Boston) 1990 - 1996
Skills
Process Improvement, Financial Analysis, Healthcare, Finance, Business Analysis, Healthcare Management, Insurance, Business Process, Analysis, Accounting, Health Insurance, Access, Investments, HIPAA, Visio, Contract Negotiation, Research, PeopleSoft, Budgets, Business Process..., Provider Contracting, Risk Assessment, Microsoft Excel, Forecasting, Outlook, Business Requirements, Medicare, Internal Controls, SharePoint, Provider Relations, Medicaid, PowerPoint, Corporate Finance, PPO, Oracle SQL Reports, Teradata SQL, MSRS, MSSQL, Minitab
Education
Webster University 1998 — 2001
MBA, Masters of Business Administration
University of North Florida - College of Business Administration 1990 — 1992
BBS, Finance
Roxane Rose's Merrill Lynch Experience August 1999 - Present
Job Wealth Managment Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1999 - Present
Spyglass Trading Partners March 1995 - August 1999
Grant Thornton 1993 - 1995
Skills
Portfolio Management, Estate Planning, Retirement Planning, Equities, Wealth Management, Series 7, Hedge Funds, Strategic Financial..., Investment Management, Strategic Planning, Series 63, Insurance, Investment Advisory, Financial Advisory, Mutual Funds, Mergers & Acquisitions, Retirement, Securities, Risk Management, Wealth Management..., Auditing, 401k, Financial Analysis, IRAs, Trust Management, Investments, Special Needs, Special Needs Trusts, Medicare, Investment Strategies, Series 65, FINRA, Financial Planning, Mergers, Trust Services, Trusteeship, Trusts, Asset Managment, Personal Injury, CPA, Valuation, Small Business, Options, Audit, Trust Taxation, Life Insurance, Medicaid, MSAs, Structured Annuities, Fixed Annuities
Education
University of North Texas 1989 — 1992
MS, Financial Accounting
University of North Texas 1982 — 1990
BA, Music Performance / Orchestral
Amarillo High School 1979 — 1982
High School Diploma, Math and Music
Merrill Lynch August 1999 - Present
Spyglass Trading Partners March 1995 - August 1999
Grant Thornton 1993 - 1995
Skills
Portfolio Management, Estate Planning, Retirement Planning, Equities, Wealth Management, Series 7, Hedge Funds, Strategic Financial..., Investment Management, Strategic Planning, Series 63, Insurance, Investment Advisory, Financial Advisory, Mutual Funds, Mergers & Acquisitions, Retirement, Securities, Risk Management, Wealth Management..., Auditing, 401k, Financial Analysis, IRAs, Trust Management, Investments, Special Needs, Special Needs Trusts, Medicare, Investment Strategies, Series 65, FINRA, Financial Planning, Mergers, Trust Services, Trusteeship, Trusts, Asset Managment, Personal Injury, CPA, Valuation, Small Business, Options, Audit, Trust Taxation, Life Insurance, Medicaid, MSAs, Structured Annuities, Fixed Annuities
Education
University of North Texas 1989 — 1992
MS, Financial Accounting
University of North Texas 1982 — 1990
BA, Music Performance / Orchestral
Amarillo High School 1979 — 1982
High School Diploma, Math and Music
Irina Cole, MBA's Merrill Lynch Experience July 2009 - July 2011
Job Budget Analyst
Industry Hospital & Health Care
Experience
Jupiter Medical Center May 2014 - Present
Ocwen Financial Corporation 2012 - May 2014
PSS July 2011 - June 2012
Merrill Lynch July 2009 - July 2011
BofA Merrill Lynch January 2007 - July 2009
Skills
Certified Green Belt, Financial Accounting, Financial Reporting, Data Analysis, Six Sigma, Access, Analysis, Analytics, Forecasting, Management, Budgets
Education
University of North Florida - College of Business Administration 2008 — 2010
MBA, General Business
Jupiter Medical Center May 2014 - Present
Ocwen Financial Corporation 2012 - May 2014
PSS July 2011 - June 2012
Merrill Lynch July 2009 - July 2011
BofA Merrill Lynch January 2007 - July 2009
Skills
Certified Green Belt, Financial Accounting, Financial Reporting, Data Analysis, Six Sigma, Access, Analysis, Analytics, Forecasting, Management, Budgets
Education
University of North Florida - College of Business Administration 2008 — 2010
MBA, General Business
Denise Gregory's Merrill Lynch Experience 1982 - 2008
Job Senior Consultant at Carlisle & Gallagher Consulting Group
Industry Investment Banking
Experience
Carlisle & Gallagher Consulting Group August 2013 - Present
Bank of America June 2011 - May 2013
Merrill Lynch -Bank of America 2006 - June 2011
Merrill Lynch 1982 - 2008
Wells Fargo January 2006 - September 2006
Countrywide Home Loans August 2004 - December 2005
Merrill Lynch September 1982 - February 2002
Skills
Project Management, Project Planning, Business Analysis, User Acceptance Testing, Usability Testing, Relationship Management, Risk Management, Operational Risk..., Compliance, Mortgage Banking, Brokerage, Trading Systems, Market Data, Software Deployment, Vendor Relationships, Fixed Income, Program Management, Business Process..., Series 63, SDLC, Strategy, Strategic Planning, Change Management, CRM, Management, Analysis, Financial Services, Software Documentation, Wealth Management, Data Analysis, Loans, Quality Assurance, Portfolio Management, Mortgage Lending, Financial Risk, Banking, Credit, Executive Management, Series 7
Education
University of North Texas 1972 — 1975
University of North Texas
Carlisle & Gallagher Consulting Group August 2013 - Present
Bank of America June 2011 - May 2013
Merrill Lynch -Bank of America 2006 - June 2011
Merrill Lynch 1982 - 2008
Wells Fargo January 2006 - September 2006
Countrywide Home Loans August 2004 - December 2005
Merrill Lynch September 1982 - February 2002
Skills
Project Management, Project Planning, Business Analysis, User Acceptance Testing, Usability Testing, Relationship Management, Risk Management, Operational Risk..., Compliance, Mortgage Banking, Brokerage, Trading Systems, Market Data, Software Deployment, Vendor Relationships, Fixed Income, Program Management, Business Process..., Series 63, SDLC, Strategy, Strategic Planning, Change Management, CRM, Management, Analysis, Financial Services, Software Documentation, Wealth Management, Data Analysis, Loans, Quality Assurance, Portfolio Management, Mortgage Lending, Financial Risk, Banking, Credit, Executive Management, Series 7
Education
University of North Texas 1972 — 1975
University of North Texas
Ricky Hattaway's Merrill Lynch Experience August 2006 - Present
Job Product specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Lynch August 2006 - Present
Skills
Series 7, Uniform Combined State..., Series 63, Wealth Management, Series 65, Retirement Planning, Mutual Funds, Asset Allocation, Fixed Income, Equities, Investment Advisory, ETFs, Investments, Financial Advisory, Retirement, Securities, Series 24, Portfolio Management, Strategic Financial..., 401k, Asset Management, Financial Services
Education
University of North Florida - College of Business Administration
Bachelor of Business Administration (B.B.A.), International Business
Merrill Lynch August 2006 - Present
Skills
Series 7, Uniform Combined State..., Series 63, Wealth Management, Series 65, Retirement Planning, Mutual Funds, Asset Allocation, Fixed Income, Equities, Investment Advisory, ETFs, Investments, Financial Advisory, Retirement, Securities, Series 24, Portfolio Management, Strategic Financial..., 401k, Asset Management, Financial Services
Education
University of North Florida - College of Business Administration
Bachelor of Business Administration (B.B.A.), International Business
Kimberly S. Broome Kimberly S. Broome's Merrill Lynch Experience February 2011 - February 2012
Job Portfolio Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Wells Fargo February 2012 - August 2014
Merrill Lynch February 2011 - February 2012
U.S. Trust September 2008 - February 2011
US Trust, Bank of America's Private Wealth Management Group August 2006 - August 2008
Skills
Asset Allocation, Portfolio Management, Retirement Planning, Investments, Morningstar, Alternative Investments, Hedge Funds, Mutual Funds, Wealth Management, Investment Advisory, Fixed Income, Investment Strategies, ETFs, Trading, Financial Advisory, Securities, Wealth, Bloomberg Terminal, Microsoft Office, Factset, Thomson One, Asset Management, Private Wealth..., Financial Planning, Bloomberg, Equities, Economics, Equity Research, Risk Management, Financial Modeling, Structured Products, Financial Analysis, Compliance, Customer Relations, Client Service, Capital Markets, Portfolios, Asset, Investment Management, Finance, Financial Services, Wealth Management..., Financial Risk
Education
University of North Florida - College of Business Administration 2004 — 2006
Bachelors of Business Administration, Financial Services
Wells Fargo August 2014 - Present
Wells Fargo February 2012 - August 2014
Merrill Lynch February 2011 - February 2012
U.S. Trust September 2008 - February 2011
US Trust, Bank of America's Private Wealth Management Group August 2006 - August 2008
Skills
Asset Allocation, Portfolio Management, Retirement Planning, Investments, Morningstar, Alternative Investments, Hedge Funds, Mutual Funds, Wealth Management, Investment Advisory, Fixed Income, Investment Strategies, ETFs, Trading, Financial Advisory, Securities, Wealth, Bloomberg Terminal, Microsoft Office, Factset, Thomson One, Asset Management, Private Wealth..., Financial Planning, Bloomberg, Equities, Economics, Equity Research, Risk Management, Financial Modeling, Structured Products, Financial Analysis, Compliance, Customer Relations, Client Service, Capital Markets, Portfolios, Asset, Investment Management, Finance, Financial Services, Wealth Management..., Financial Risk
Education
University of North Florida - College of Business Administration 2004 — 2006
Bachelors of Business Administration, Financial Services
Korea Crenshaw Korea Crenshaw's Merrill Lynch Experience May 2011 - August 2011
Job Sr. Business Procedures Consultant at MetLife
Industry Insurance
Experience
MetLife July 2015 - Present
MetLife December 2013 - Present
Fidelity Investments August 2011 - December 2013
Merrill Lynch May 2011 - August 2011
Bank of America August 2008 - May 2011
Skills
Wealth Management, Mutual Funds, Asset Allocation, Banking, Retirement Planning, Investment Advisory, Commercial Banking, Finance, Economics, Relationship Management, Cash Management, FINRA, Financial Risk, AML, 401k, IRAs, Retirement, Financial Analysis, Insurance, Life Insurance, Financial Services, Equities, Securities
Education
University of North Texas 2007 — 2011
Bachelor of Arts (B.A.), Economics
MetLife July 2015 - Present
MetLife December 2013 - Present
Fidelity Investments August 2011 - December 2013
Merrill Lynch May 2011 - August 2011
Bank of America August 2008 - May 2011
Skills
Wealth Management, Mutual Funds, Asset Allocation, Banking, Retirement Planning, Investment Advisory, Commercial Banking, Finance, Economics, Relationship Management, Cash Management, FINRA, Financial Risk, AML, 401k, IRAs, Retirement, Financial Analysis, Insurance, Life Insurance, Financial Services, Equities, Securities
Education
University of North Texas 2007 — 2011
Bachelor of Arts (B.A.), Economics
Barbara Olsavsky's Merrill Lynch Experience 2001 - 2003
Job Enterprise Vendor Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 1993 - Present
Bank of America Merrill Lynch July 1993 - Present
Merrill Lynch 2001 - 2003
Skills
Loans, Vendor Management, Project Management, Risk Management, Customer Service, Wealth Management, Mortgage Banking, Mortgage Lending, Loan Origination, Loan Servicing, Securities, Credit, Investments, Financial Analysis, Cash Management, Microsoft Excel, Management, Process Improvement, Financial Services, Access, Credit Analysis, Relationship Management, Portfolio Management, AML
Education
University of North Florida - College of Business Administration 1985 — 1987
Bachelor of Business Admin, Marketing
Bank of America Merrill Lynch July 1993 - Present
Bank of America Merrill Lynch July 1993 - Present
Merrill Lynch 2001 - 2003
Skills
Loans, Vendor Management, Project Management, Risk Management, Customer Service, Wealth Management, Mortgage Banking, Mortgage Lending, Loan Origination, Loan Servicing, Securities, Credit, Investments, Financial Analysis, Cash Management, Microsoft Excel, Management, Process Improvement, Financial Services, Access, Credit Analysis, Relationship Management, Portfolio Management, AML
Education
University of North Florida - College of Business Administration 1985 — 1987
Bachelor of Business Admin, Marketing
Mark Rosenwinkel's Merrill Lynch Experience June 2006 - May 2007
Job Relationship Manager at S&P Ratings Services
Industry Capital Markets
Experience
Standard & Poor's March 2014 - Present
DRW Trading Group October 2012 - November 2013
Newedge March 2011 - October 2012
JPMorgan Investment Bank November 2009 - October 2010
JPMorgan Asset Management June 2007 - November 2009
Merrill Lynch June 2006 - May 2007
Waddell & Reed January 2006 - June 2006
Skills
Options, Derivatives, Portfolio Management, Series 7, Asset Management, Commodity, Microsoft Excel, FINRA, Financial Services, Futures, Commodities, Client Service, Series 66, Series 55, Python, SQLite, Visual Basic, Equities, Sungard ClearVision, Sungard GMI, Investments, Bonds, Mutual Funds, SQL
Education
University of North Florida - College of Business Administration
B.S.
Standard & Poor's March 2014 - Present
DRW Trading Group October 2012 - November 2013
Newedge March 2011 - October 2012
JPMorgan Investment Bank November 2009 - October 2010
JPMorgan Asset Management June 2007 - November 2009
Merrill Lynch June 2006 - May 2007
Waddell & Reed January 2006 - June 2006
Skills
Options, Derivatives, Portfolio Management, Series 7, Asset Management, Commodity, Microsoft Excel, FINRA, Financial Services, Futures, Commodities, Client Service, Series 66, Series 55, Python, SQLite, Visual Basic, Equities, Sungard ClearVision, Sungard GMI, Investments, Bonds, Mutual Funds, SQL
Education
University of North Florida - College of Business Administration
B.S.
Brad Burnsworth Brad Burnsworth's Merrill Lynch Experience February 2007 - June 2010
Job Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2010 - Present
Merrill Lynch February 2007 - June 2010
Education
University of North Florida - College of Business Administration
Finance
Principal Financial Group June 2010 - Present
Merrill Lynch February 2007 - June 2010
Education
University of North Florida - College of Business Administration
Finance
Jason Hoofnagle, CFP® Jason Hoofnagle, CFP®'s Merrill Lynch Experience October 1999 - June 2003
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2012 - Present
Morgan Stanley Smith Barney July 2003 - August 2012
Merrill Lynch October 1999 - June 2003
Skills
Wealth Management, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Portfolio Management, Retirement Planning, Investment Advisory, Investment Strategies, Securities, ETFs, 401k
Education
University of North Texas 1992 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Wells Fargo Advisors, LLC August 2012 - Present
Morgan Stanley Smith Barney July 2003 - August 2012
Merrill Lynch October 1999 - June 2003
Skills
Wealth Management, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Portfolio Management, Retirement Planning, Investment Advisory, Investment Strategies, Securities, ETFs, 401k
Education
University of North Texas 1992 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Joseph Bazbaz's Merrill Lynch Experience March 2005 - February 2008
Job I answer questions about money.
Industry Financial Services
Experience
LPL Financial Member FINRA/SIPC December 2009 - Present
UBS Wealth Management February 2008 - February 2010
Merrill Lynch March 2005 - February 2008
Skills
Business Innovation, Contract Negotiation, Team Leadership, Quarterly Reviews, Sales Management, Investment Advisory, Business Networking, Communication Skills, New Business Development, Marketing Communications, Business Development, Marketing Strategy, communication innovation, Client Aquisition, Client Development, Client Counseling, Client Education, Leading Development..., Sales Process, Sales Presentation..., Client Rapport, Communication Training, Business Excellence, Client Issue Resolution, Series 7, Series 63, Estate Planning, client reviews, Retirement Planning, Portfolio Management, Wealth Management, Investment Strategies, Alternative Investments, Cross Channel Marketing, 401k, Retirement, Leadership, Investments
Education
University of North Texas 1992 — 1996
BS, Journalism
LPL Financial Member FINRA/SIPC December 2009 - Present
UBS Wealth Management February 2008 - February 2010
Merrill Lynch March 2005 - February 2008
Skills
Business Innovation, Contract Negotiation, Team Leadership, Quarterly Reviews, Sales Management, Investment Advisory, Business Networking, Communication Skills, New Business Development, Marketing Communications, Business Development, Marketing Strategy, communication innovation, Client Aquisition, Client Development, Client Counseling, Client Education, Leading Development..., Sales Process, Sales Presentation..., Client Rapport, Communication Training, Business Excellence, Client Issue Resolution, Series 7, Series 63, Estate Planning, client reviews, Retirement Planning, Portfolio Management, Wealth Management, Investment Strategies, Alternative Investments, Cross Channel Marketing, 401k, Retirement, Leadership, Investments
Education
University of North Texas 1992 — 1996
BS, Journalism
Rebecca Heston Rebecca Heston's Merrill Lynch Experience 2008 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2008 - 2011
Skills
Wealth Management..., Financial Advisory, Investment Strategies, Investment Advisory..., Asset Allocation, Mutual Funds, Series 7, Series 63, Life & Health Insurance..., Property & Casualty..., Accounting Applications, Accounts..., Wealth Management
Education
University of North Florida
Finance
Merrill Lynch 2008 - 2011
Skills
Wealth Management..., Financial Advisory, Investment Strategies, Investment Advisory..., Asset Allocation, Mutual Funds, Series 7, Series 63, Life & Health Insurance..., Property & Casualty..., Accounting Applications, Accounts..., Wealth Management
Education
University of North Florida
Finance
Jennifer Rashid Jennifer Rashid's Merrill Lynch Experience January 2015 - Present
Job Merrill Lynch Retirement Tax Reporting
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch July 2013 - January 2015
Bank of America August 2012 - July 2013
Mazda North American Operations 2005 - July 2012
Wachovia Bank 2002 - 2005
CSX 1996 - 2002
Skills
Microsoft Access, Transcription, PeopleSoft, Outlook, Word, Excel, PowerPoint, Microsoft Office, Data Entry, Administrative Support, Typing, Spreadsheets, Lotus Notes, WordPerfect, Accounts Payable, Telephone Skills, Payroll, Payroll Processing, Internet Explorer, Benefits Administration, Microsoft Excel, SharePoint, Access, Microsoft Word, Negotiation, Process Improvement, Sales, Analysis, Customer Service, Leadership, Management, Sales Management, Strategic Planning, Team Building
Education
University of North Florida - College of Business Administration
BBA, Bachlor of Business Administration, Management
Merrill Lynch January 2015 - Present
Merrill Lynch July 2013 - January 2015
Bank of America August 2012 - July 2013
Mazda North American Operations 2005 - July 2012
Wachovia Bank 2002 - 2005
CSX 1996 - 2002
Skills
Microsoft Access, Transcription, PeopleSoft, Outlook, Word, Excel, PowerPoint, Microsoft Office, Data Entry, Administrative Support, Typing, Spreadsheets, Lotus Notes, WordPerfect, Accounts Payable, Telephone Skills, Payroll, Payroll Processing, Internet Explorer, Benefits Administration, Microsoft Excel, SharePoint, Access, Microsoft Word, Negotiation, Process Improvement, Sales, Analysis, Customer Service, Leadership, Management, Sales Management, Strategic Planning, Team Building
Education
University of North Florida - College of Business Administration
BBA, Bachlor of Business Administration, Management
Carissa Copeland's Merrill Lynch Experience March 2002 - November 2004
Job Regional Vice President at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2008 - Present
Nationwide Financial November 2004 - April 2008
Merrill Lynch March 2002 - November 2004
Merrill Lynch November 1999 - November 2002
Education
University of North Florida - College of Business Administration 2002 — 2004
MBA, Finance
University of North Florida - College of Business Administration 1996 — 1999
BA, Banking and Finance
Central Florida Community College 1994 — 1996
AA
Prudential Financial April 2008 - Present
Nationwide Financial November 2004 - April 2008
Merrill Lynch March 2002 - November 2004
Merrill Lynch November 1999 - November 2002
Education
University of North Florida - College of Business Administration 2002 — 2004
MBA, Finance
University of North Florida - College of Business Administration 1996 — 1999
BA, Banking and Finance
Central Florida Community College 1994 — 1996
AA
Jessica Kates Jessica Kates's Merrill Lynch Experience 2009 - 2012
Job GWIM Managed Accounts Assistant Vice President Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America/ Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch August 2012 - November 2013
Merrill Lynch 2009 - 2012
Skills
Fixed Income, Equities, Securities, Series 7, Wealth Management, Derivatives, Investment Advisory, Asset Allocation, Bloomberg
Education
University of North Florida - College of Business Administration 2004 — 2009
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Bank of America/ Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch August 2012 - November 2013
Merrill Lynch 2009 - 2012
Skills
Fixed Income, Equities, Securities, Series 7, Wealth Management, Derivatives, Investment Advisory, Asset Allocation, Bloomberg
Education
University of North Florida - College of Business Administration 2004 — 2009
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Dave Bada Dave Bada's Merrill Lynch Experience May 2014 - Present
Job Centralized Document Control Assistant Supervisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch May 2014 - Present
Merrill Lynch August 2013 - May 2014
Gap Inc./Banana Republic 2007 - 2012
Merrill Edge 2010 - 2010
Skills
Store Management, Merchandising
Education
University of North Florida - College of Business Administration 2005 — 2009
Bachelor's Degree, Business Administration and Management, General
Merrill Lynch May 2014 - Present
Merrill Lynch August 2013 - May 2014
Gap Inc./Banana Republic 2007 - 2012
Merrill Edge 2010 - 2010
Skills
Store Management, Merchandising
Education
University of North Florida - College of Business Administration 2005 — 2009
Bachelor's Degree, Business Administration and Management, General
Jason Stokes Jason Stokes's Merrill Lynch Experience December 2004 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2004 - Present
Bank of America January 2004 - December 2004
AIG American General October 2002 - January 2004
Merrill Lynch 1996 - 1999
Skills
Series 7, Fixed Annuities, Insurance, Wealth Management, Securities, Retirement Planning, Mutual Funds, Banking, Equities, Investment Advisory, Series 63, FINRA, Asset Allocation, Alternative Investments
Education
University of North Florida - College of Business Administration 1991 — 1995
Finance
Bishop Kenny 1988 — 1991
Merrill Lynch December 2004 - Present
Bank of America January 2004 - December 2004
AIG American General October 2002 - January 2004
Merrill Lynch 1996 - 1999
Skills
Series 7, Fixed Annuities, Insurance, Wealth Management, Securities, Retirement Planning, Mutual Funds, Banking, Equities, Investment Advisory, Series 63, FINRA, Asset Allocation, Alternative Investments
Education
University of North Florida - College of Business Administration 1991 — 1995
Finance
Bishop Kenny 1988 — 1991
Mark Tobey's Merrill Lynch Experience April 2013 - June 2014
Job Insurance Agent at Mark Tobey Insurance
Industry Investment Management
Experience
Mark Tobey Insurance July 2014 - Present
Merrill Lynch April 2013 - June 2014
Humana October 2007 - August 2011
Skills
Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance, Health Insurance, Retirement Planning, Long-term Care, Retirement, Underwriting, Investments, Mutual Funds, Employee Benefits, Property & Casualty..., Risk Management, Financial Analysis, Wealth Management, Whole Life, Long Term Care Insurance
Education
University of North Texas 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Denton High School-Denton, TX 1983 — 1984
Bishop Dwenger 1981 — 1982
Mark Tobey Insurance July 2014 - Present
Merrill Lynch April 2013 - June 2014
Humana October 2007 - August 2011
Skills
Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance, Health Insurance, Retirement Planning, Long-term Care, Retirement, Underwriting, Investments, Mutual Funds, Employee Benefits, Property & Casualty..., Risk Management, Financial Analysis, Wealth Management, Whole Life, Long Term Care Insurance
Education
University of North Texas 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Denton High School-Denton, TX 1983 — 1984
Bishop Dwenger 1981 — 1982
Joe Geiger Joe Geiger's Merrill Lynch Experience January 2004 - September 2004
Job Logistics Manager at CEMEX
Industry Building Materials
Experience
CEMEX September 2004 - Present
Merrill Lynch January 2004 - September 2004
Skills
PowerPoint, Process Improvement, Procurement, Supply Chain Management, Public Speaking, Negotiation, Process Engineering, Cross-functional Team..., Contract Negotiation, Logistics Management, Transportation, Operations Management, Microsoft Office, Team Building, Six Sigma, Business Strategy, Microsoft Excel, Continuous Improvement, Contract Management, Forecasting, Strategic Planning, Customer Service, Logistics
Education
University of North Florida - College of Business Administration
Bachelor of Business Administration, International Business
University of North Florida - College of Business Administration
Masters of Business Administration
CEMEX September 2004 - Present
Merrill Lynch January 2004 - September 2004
Skills
PowerPoint, Process Improvement, Procurement, Supply Chain Management, Public Speaking, Negotiation, Process Engineering, Cross-functional Team..., Contract Negotiation, Logistics Management, Transportation, Operations Management, Microsoft Office, Team Building, Six Sigma, Business Strategy, Microsoft Excel, Continuous Improvement, Contract Management, Forecasting, Strategic Planning, Customer Service, Logistics
Education
University of North Florida - College of Business Administration
Bachelor of Business Administration, International Business
University of North Florida - College of Business Administration
Masters of Business Administration
Lee Hull Lee Hull's Merrill Lynch Experience December 1993 - September 1996
Job Principal | Hull Capital Managment
Industry Financial Services
Experience
Hull Capital Management May 1999 - Present
Prudential Securities September 1996 - May 1999
Merrill Lynch December 1993 - September 1996
Skills
Investment Management, Alternative Investments, Retirement Planning, Investment Strategies, Portfolio Management, Investments, Trading, Trading Strategies, Asset Managment, Equities, Options, Wealth Management, Hedge Funds, Strategic Financial..., Asset Allocation, ETFs, Securities, Financial Risk, Finance, Investment Advisory, Financial Markets, Financial Advisory, Mutual Funds, Capital Markets, Bonds, Asset Management, Retirement, 401k, Strategy
Education
University of North Texas
Hull Capital Management May 1999 - Present
Prudential Securities September 1996 - May 1999
Merrill Lynch December 1993 - September 1996
Skills
Investment Management, Alternative Investments, Retirement Planning, Investment Strategies, Portfolio Management, Investments, Trading, Trading Strategies, Asset Managment, Equities, Options, Wealth Management, Hedge Funds, Strategic Financial..., Asset Allocation, ETFs, Securities, Financial Risk, Finance, Investment Advisory, Financial Markets, Financial Advisory, Mutual Funds, Capital Markets, Bonds, Asset Management, Retirement, 401k, Strategy
Education
University of North Texas
Tynetta Ballinger Tynetta Ballinger's Merrill Lynch Experience October 1995 - April 2000
Job Staff Accountant at U.S. Department of Veterans Affairs
Industry Accounting
Experience
U.S. Department of Veterans Affairs May 2014 - Present
Department of Veterans Affairs February 2012 - May 2014
Department of Veterans Affairs January 2008 - February 2012
The Plaza Hotel June 2009 - August 2010
US Army April 2000 - June 2006
Merrill Lynch October 1995 - April 2000
Skills
Insurance Policies, Sop, QuickBooks, Accounts Payable, General Ledger, Account Reconciliation, Peachtree, Accounts Receivable, Financial Statements, Bookkeeping, Tax Preparation, Auditing, Financial Reporting, Payroll, Financial Accounting, Cash Receipts, Tax
Education
University of Phoenix 2008 — 2010
Masters of Accounting, Accounting
University of North Florida - College of Business Administration 1989 — 1997
Bachelor of Applied Science (B.A.Sc.), Accounting
U.S. Department of Veterans Affairs May 2014 - Present
Department of Veterans Affairs February 2012 - May 2014
Department of Veterans Affairs January 2008 - February 2012
The Plaza Hotel June 2009 - August 2010
US Army April 2000 - June 2006
Merrill Lynch October 1995 - April 2000
Skills
Insurance Policies, Sop, QuickBooks, Accounts Payable, General Ledger, Account Reconciliation, Peachtree, Accounts Receivable, Financial Statements, Bookkeeping, Tax Preparation, Auditing, Financial Reporting, Payroll, Financial Accounting, Cash Receipts, Tax
Education
University of Phoenix 2008 — 2010
Masters of Accounting, Accounting
University of North Florida - College of Business Administration 1989 — 1997
Bachelor of Applied Science (B.A.Sc.), Accounting
Andrea Yagecic Andrea Yagecic's Merrill Lynch Experience July 2011 - Present
Job GWIM SR Operations Analyst at Merrill Lynch
Industry Higher Education
Experience
Merrill Lynch July 2011 - Present
University of North Florida August 2010 - December 2011
Palatka Golf Course January 2006 - August 2010
Kmart Corporation August 2005 - January 2006
SHANDS AGH Hospital August 2004 - February 2005
Atman Freight August 2001 - May 2004
Skills
Microsoft Office, Customer Service, Sales, Finance, Marketing, Contract Management, QuickBooks, Account Management, Web Design, Event Planning, PowerPoint, Access, Microsoft Excel, Microsoft Word, Teamwork, Creative Writing, Leadership, Management, Process Improvement, Strategic Planning
Education
University of North Florida - College of Business Administration 2010 — 2017
MBA, International Business, Human Resource Management
University of North Florida - College of Business Administration 2007 — 2009
Bachelors, Business Administration and Management
St. Johns Community College 2005 — 2007
AA, Business Administration and Management
Merrill Lynch July 2011 - Present
University of North Florida August 2010 - December 2011
Palatka Golf Course January 2006 - August 2010
Kmart Corporation August 2005 - January 2006
SHANDS AGH Hospital August 2004 - February 2005
Atman Freight August 2001 - May 2004
Skills
Microsoft Office, Customer Service, Sales, Finance, Marketing, Contract Management, QuickBooks, Account Management, Web Design, Event Planning, PowerPoint, Access, Microsoft Excel, Microsoft Word, Teamwork, Creative Writing, Leadership, Management, Process Improvement, Strategic Planning
Education
University of North Florida - College of Business Administration 2010 — 2017
MBA, International Business, Human Resource Management
University of North Florida - College of Business Administration 2007 — 2009
Bachelors, Business Administration and Management
St. Johns Community College 2005 — 2007
AA, Business Administration and Management
Terri Fuss Terri Fuss's Merrill Lynch Experience January 1999 - January 2000
Job Experienced Accounting Professional, CPA and MBA
Industry Accounting
Experience
Vistakon January 2011 - Present
Solantic, Inc. December 2009 - September 2010
Triserv Alliance LLC December 2008 - October 2009
a21, Inc March 2008 - November 2008
First Coast Service Options, Inc. September 2004 - March 2008
Bombardier Capital September 2003 - September 2004
Bombardier Capital August 2000 - September 2003
Merrill Lynch January 1999 - January 2000
Merrill Lynch January 1996 - January 1999
Barnett Bank / Barnett Technologies March 1991 - April 1996
Skills
Accounts Receivable, Accounts Payable, Account Reconciliation, Fixed Assets, Accounting, Payroll, General Ledger, Managerial Finance, Cost Accounting, ERP, Financial Analysis, Financial Reporting, Budgets, Sarbanes-Oxley Act, Financial Accounting, Auditing, Forecasting, Finance, Internal Audit, GAAP, Financial Statements, Variance Analysis, Internal Controls, CPA, Sarbanes-Oxley, QuickBooks, PeopleSoft, Financial Audits, Great Plains Software, SAP
Education
University of North Florida - College of Business Administration 2005 — 2009
Post-Baccalaureate, CPA Major
University of North Florida - College of Business Administration 2001 — 2003
Master of Business Administration (MBA), General Business
University of North Florida - College of Business Administration 1997 — 2000
Bachelor of Science, Business Administration (Banking & Finance) and (Financial Services)
Vistakon January 2011 - Present
Solantic, Inc. December 2009 - September 2010
Triserv Alliance LLC December 2008 - October 2009
a21, Inc March 2008 - November 2008
First Coast Service Options, Inc. September 2004 - March 2008
Bombardier Capital September 2003 - September 2004
Bombardier Capital August 2000 - September 2003
Merrill Lynch January 1999 - January 2000
Merrill Lynch January 1996 - January 1999
Barnett Bank / Barnett Technologies March 1991 - April 1996
Skills
Accounts Receivable, Accounts Payable, Account Reconciliation, Fixed Assets, Accounting, Payroll, General Ledger, Managerial Finance, Cost Accounting, ERP, Financial Analysis, Financial Reporting, Budgets, Sarbanes-Oxley Act, Financial Accounting, Auditing, Forecasting, Finance, Internal Audit, GAAP, Financial Statements, Variance Analysis, Internal Controls, CPA, Sarbanes-Oxley, QuickBooks, PeopleSoft, Financial Audits, Great Plains Software, SAP
Education
University of North Florida - College of Business Administration 2005 — 2009
Post-Baccalaureate, CPA Major
University of North Florida - College of Business Administration 2001 — 2003
Master of Business Administration (MBA), General Business
University of North Florida - College of Business Administration 1997 — 2000
Bachelor of Science, Business Administration (Banking & Finance) and (Financial Services)
Everette Street's Merrill Lynch Experience August 2011 - April 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Fernanda Labozetto's Merrill Lynch Experience January 2001 - August 2002
Job Senior Sales Representative at KLX Aerospace Solutions
Industry Aviation & Aerospace
Experience
KLX Aerospace Solutions December 2014 - Present
B/E Aerospace April 2012 - Present
B/E Aerospace March 2010 - March 2012
C.H. Robinson Worldwide, Inc. May 2009 - September 2009
C.H. Robinson Worldwide, Inc. November 2002 - May 2009
Merrill Lynch January 2001 - August 2002
The Walt Disney Company August 2000 - August 2002
The Walt Disney Company May 2000 - August 2000
Skills
Brazilian Portuguese, International Sales, Logistics, Aerospace, Sales Management, Event Planning, Travel, Sales, Marketing, Customer Service, Leadership, Supply Chain, Supply Chain Management, CRM, Management, Negotiation, Account Management, Market Planning, Key Account Management, Purchasing, Procurement, B2B, Sales Operations, Continuous Improvement, Training, Contract Negotiation, Recruiting, Retail, International Business, Pricing, Product Development, New Business Development, Forecasting, Strategic Sourcing, Process Improvement, Strategy, Operations Management, Cross-functional Team..., Transportation, Sourcing, Business Planning, Team Leadership, Business Development, E-commerce, People Development, Consumer Packaged Goods..., Personal Training, Competitive Analysis, Leisure Travel, Strategic Planning
Education
Alliance Francaise Paris IIe-de-France 2014 — 2014
French Language and Literature
Université de Provence (Aix-Marseille I) 2002 — 2002
Course, International Business
University of North Florida - College of Business Administration 1998 — 2002
BA, International Business
University of North Florida - College of Business Administration 1998 — 2002
BA, Marketing
KLX Aerospace Solutions December 2014 - Present
B/E Aerospace April 2012 - Present
B/E Aerospace March 2010 - March 2012
C.H. Robinson Worldwide, Inc. May 2009 - September 2009
C.H. Robinson Worldwide, Inc. November 2002 - May 2009
Merrill Lynch January 2001 - August 2002
The Walt Disney Company August 2000 - August 2002
The Walt Disney Company May 2000 - August 2000
Skills
Brazilian Portuguese, International Sales, Logistics, Aerospace, Sales Management, Event Planning, Travel, Sales, Marketing, Customer Service, Leadership, Supply Chain, Supply Chain Management, CRM, Management, Negotiation, Account Management, Market Planning, Key Account Management, Purchasing, Procurement, B2B, Sales Operations, Continuous Improvement, Training, Contract Negotiation, Recruiting, Retail, International Business, Pricing, Product Development, New Business Development, Forecasting, Strategic Sourcing, Process Improvement, Strategy, Operations Management, Cross-functional Team..., Transportation, Sourcing, Business Planning, Team Leadership, Business Development, E-commerce, People Development, Consumer Packaged Goods..., Personal Training, Competitive Analysis, Leisure Travel, Strategic Planning
Education
Alliance Francaise Paris IIe-de-France 2014 — 2014
French Language and Literature
Université de Provence (Aix-Marseille I) 2002 — 2002
Course, International Business
University of North Florida - College of Business Administration 1998 — 2002
BA, International Business
University of North Florida - College of Business Administration 1998 — 2002
BA, Marketing
Sam Kostamo Sam Kostamo's Merrill Lynch Experience January 2013 - Present
Job AVP New Account Supervision at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
Fidelity Investments June 2008 - December 2012
Skills
Risk Management, Financial Analysis, Financial Modeling, Finance, Leadership, Portfolio Management, Banking, Strategic Planning
Education
University of North Florida - College of Business Administration
BBA, Finance
Merrill Lynch January 2013 - Present
Fidelity Investments June 2008 - December 2012
Skills
Risk Management, Financial Analysis, Financial Modeling, Finance, Leadership, Portfolio Management, Banking, Strategic Planning
Education
University of North Florida - College of Business Administration
BBA, Finance
Marlon K. Scott, CRPC Marlon K. Scott, CRPC's Merrill Lynch Experience December 2006 - August 2012
Job Financial Advisor/Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Merrill Lynch December 2006 - August 2012
UBS Wealth Management July 2005 - December 2006
Event411 1999 - 2001
Lacerte Software 1992 - 1999
Ralph C. Johnson & Company November 1988 - May 1992
KPMG September 1986 - October 1988
Education
University of North Texas 1981 — 1986
Bachelor of Science (BS), Accounting
Ameriprise Financial Services, Inc. September 2012 - Present
Merrill Lynch December 2006 - August 2012
UBS Wealth Management July 2005 - December 2006
Event411 1999 - 2001
Lacerte Software 1992 - 1999
Ralph C. Johnson & Company November 1988 - May 1992
KPMG September 1986 - October 1988
Education
University of North Texas 1981 — 1986
Bachelor of Science (BS), Accounting
Arsalan Mujahid, MBA Arsalan Mujahid, MBA's Merrill Lynch Experience June 2010 - September 2011
Job Senior Accountant at CIT
Industry Financial Services
Experience
CIT August 2015 - Present
Acosta Sales & Marketing June 2015 - August 2015
Acosta Sales & Marketing September 2013 - June 2015
Acosta Sales & Marketing October 2012 - August 2013
Merrill Lynch June 2010 - September 2011
Florida State College at Jacksonville January 2006 - December 2007
Skills
Accounting, Analysis, Customer Service, Training, Time Management, Investments, Microsoft Excel, Oracle, Oracle Discoverer, Finance, Forecasting, Access, Account Reconciliation, Financial Analysis, Accounts Receivable, Variance Analysis, General Ledger, Financial Accounting, Financial Reporting, Invoicing, Auditing, Data Analysis, Budgets, Journal Entries, Internal Audit, Accruals, Outlook, Process Improvement, PowerPoint, Risk Management, Teamwork, Microsoft Word, Business Analysis, Microsoft Office, Due Diligence, Oracle Applications, Financial Forecasting, Pivot Tables, Internal Controls, Vlookup, Revenue Recognition, Financial Risk, Financial Audits, Financial Modeling
Education
University of North Florida - College of Business Administration 2012 — 2015
Master of Business Administration (MBA), Accounting
University of North Florida - College of Business Administration 2008 — 2010
Bachelor of Business Administration (B.B.A.), Major: Finance, Minor: Economics
CIT August 2015 - Present
Acosta Sales & Marketing June 2015 - August 2015
Acosta Sales & Marketing September 2013 - June 2015
Acosta Sales & Marketing October 2012 - August 2013
Merrill Lynch June 2010 - September 2011
Florida State College at Jacksonville January 2006 - December 2007
Skills
Accounting, Analysis, Customer Service, Training, Time Management, Investments, Microsoft Excel, Oracle, Oracle Discoverer, Finance, Forecasting, Access, Account Reconciliation, Financial Analysis, Accounts Receivable, Variance Analysis, General Ledger, Financial Accounting, Financial Reporting, Invoicing, Auditing, Data Analysis, Budgets, Journal Entries, Internal Audit, Accruals, Outlook, Process Improvement, PowerPoint, Risk Management, Teamwork, Microsoft Word, Business Analysis, Microsoft Office, Due Diligence, Oracle Applications, Financial Forecasting, Pivot Tables, Internal Controls, Vlookup, Revenue Recognition, Financial Risk, Financial Audits, Financial Modeling
Education
University of North Florida - College of Business Administration 2012 — 2015
Master of Business Administration (MBA), Accounting
University of North Florida - College of Business Administration 2008 — 2010
Bachelor of Business Administration (B.B.A.), Major: Finance, Minor: Economics
Nic Moerings Nic Moerings's Merrill Lynch Experience February 2003 - November 2012
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America November 2012 - Present
Merrill Lynch February 2003 - November 2012
Skills
Series 7, Change Management, Six Sigma, Process Improvement, Microsoft Excel
Education
University of North Florida - College of Business Administration 1999 — 2003
Bachelor of Business Administration (B.B.A.), Economics
Father Lopez 1995 — 1999
High School
Bank of America November 2012 - Present
Merrill Lynch February 2003 - November 2012
Skills
Series 7, Change Management, Six Sigma, Process Improvement, Microsoft Excel
Education
University of North Florida - College of Business Administration 1999 — 2003
Bachelor of Business Administration (B.B.A.), Economics
Father Lopez 1995 — 1999
High School
Nancy Mousa's Merrill Lynch Experience January 2015 - Present
Job Marketing/Sales
Industry Sports
Experience
Merrill Lynch January 2015 - Present
Atlanta Falcons October 2013 - Present
Merrill Lynch August 2012 - April 2014
Comcast Sports South April 2013 - April 2013
WGCL/CBS Atlanta September 2013 - 2013
IMG Sports Marketing August 2011 - August 2012
Half Off Depot July 2011 - December 2011
CNN January 2009 - March 2011
Best Buy Co., Inc June 2003 - June 2010
WSB-TV January 2010 - May 2010
Skills
Social Media, Sports Marketing, Broadcast, Final Cut Pro, Television, Editing, Leadership, Sponsorship, Breaking News, Customer Service, Management, Radio, Sales
Education
The University of Georgia 2006 — 2009
B.A., Speech Communication, Speech Communication and Rhetoric
Gainesville State College 2004 — 2006
Associates Degree, Journalism
Merrill Lynch January 2015 - Present
Atlanta Falcons October 2013 - Present
Merrill Lynch August 2012 - April 2014
Comcast Sports South April 2013 - April 2013
WGCL/CBS Atlanta September 2013 - 2013
IMG Sports Marketing August 2011 - August 2012
Half Off Depot July 2011 - December 2011
CNN January 2009 - March 2011
Best Buy Co., Inc June 2003 - June 2010
WSB-TV January 2010 - May 2010
Skills
Social Media, Sports Marketing, Broadcast, Final Cut Pro, Television, Editing, Leadership, Sponsorship, Breaking News, Customer Service, Management, Radio, Sales
Education
The University of Georgia 2006 — 2009
B.A., Speech Communication, Speech Communication and Rhetoric
Gainesville State College 2004 — 2006
Associates Degree, Journalism
Michelle Dubourt Townley's Merrill Lynch Experience March 2005 - August 2005
Job New Home Specialist at DR Horton
Industry Real Estate
Experience
DR Horton April 2015 - Present
Mary Kay Inc. October 2012 - Present
Mary Kay Inc. November 2013 - February 2015
Mary Kay Inc. July 2013 - October 2013
Insight Card Services June 2012 - February 2013
BBVA Compass February 2012 - May 2012
Interstate Plastics November 2009 - June 2011
Pulte Homes August 2005 - April 2009
Merrill Lynch March 2005 - August 2005
Merrill Lynch October 2003 - March 2005
Skills
Sales, Real Estate, Leadership, Management, Account Management, Customer Satisfaction, Customer Service, Team Building, New Business Development, Project Management, Training, Budgets, Sales Operations, Microsoft Office, Project Planning, Time Management, Selling, Customer Relations, Microsoft Excel, Construction, Contract Management, Team Leadership, Property Management, Business Management, Forecasting, Cold Calling, Sales Management, Recruiting, Bilingual-Spanish, Entrepreneurship, Leadership Development, Mentoring, Supervisory Skills, Training New Hires, Cosmetics, Makeovers, Skin Care Products, Small Business, Organizing, Quality Assurance, Vendor Management, Problem Solving, Data Analysis, Financial Analysis, Excel, New Construction Homes, Collaborative Problem...
Education
University of North Florida - College of Business Administration 1997 — 2001
BA, International Business
Buchholz High School, Gainesville, FL 1996 — 1997
Senior
John Carroll High School, Fort Pierce, FL 1994 — 1996
Sophomore & Junior
DR Horton April 2015 - Present
Mary Kay Inc. October 2012 - Present
Mary Kay Inc. November 2013 - February 2015
Mary Kay Inc. July 2013 - October 2013
Insight Card Services June 2012 - February 2013
BBVA Compass February 2012 - May 2012
Interstate Plastics November 2009 - June 2011
Pulte Homes August 2005 - April 2009
Merrill Lynch March 2005 - August 2005
Merrill Lynch October 2003 - March 2005
Skills
Sales, Real Estate, Leadership, Management, Account Management, Customer Satisfaction, Customer Service, Team Building, New Business Development, Project Management, Training, Budgets, Sales Operations, Microsoft Office, Project Planning, Time Management, Selling, Customer Relations, Microsoft Excel, Construction, Contract Management, Team Leadership, Property Management, Business Management, Forecasting, Cold Calling, Sales Management, Recruiting, Bilingual-Spanish, Entrepreneurship, Leadership Development, Mentoring, Supervisory Skills, Training New Hires, Cosmetics, Makeovers, Skin Care Products, Small Business, Organizing, Quality Assurance, Vendor Management, Problem Solving, Data Analysis, Financial Analysis, Excel, New Construction Homes, Collaborative Problem...
Education
University of North Florida - College of Business Administration 1997 — 2001
BA, International Business
Buchholz High School, Gainesville, FL 1996 — 1997
Senior
John Carroll High School, Fort Pierce, FL 1994 — 1996
Sophomore & Junior
Nicholas Drescher Nicholas Drescher's Merrill Lynch Experience March 2011 - March 2012
Job Corporate Actions Specialist JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2012 - Present
Merrill Lynch March 2011 - March 2012
Bank of America August 2010 - April 2011
Bank of America May 2008 - August 2010
Skills
Risk Management, Investments, Customer Service, Financial Services, Sales, Leadership, Management, Marketing, Financial Analysis
Education
University of North Texas 2004 — 2010
BBA, Business Administration; Finance, Real Estate
JPMorgan Chase March 2012 - Present
Merrill Lynch March 2011 - March 2012
Bank of America August 2010 - April 2011
Bank of America May 2008 - August 2010
Skills
Risk Management, Investments, Customer Service, Financial Services, Sales, Leadership, Management, Marketing, Financial Analysis
Education
University of North Texas 2004 — 2010
BBA, Business Administration; Finance, Real Estate
Holly Scoates Holly Scoates's Merrill Lynch Experience April 2006 - February 2010
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America October 2013 - Present
Bank of America December 2009 - October 2013
Merrill Lynch April 2006 - February 2010
Merrill Lynch April 2004 - April 2006
Merrill Lynch April 2002 - April 2004
Swiss Bank (SBC Warburg) 1993 - 1996
Skills
Financial Services, Six Sigma, Business Process..., Process Improvement, Risk Management, Vendor Management, Project Portfolio..., Program Management, Capital Markets, Management, Business Analysis, Financial Analysis, Lean Manufacturing, Change Management, Fixed Income, Securities, Series 7, Financial Risk, Equities, Leadership
Education
University of North Florida - College of Business Administration 1996 — 1999
BA, International Business
Bank of America October 2013 - Present
Bank of America December 2009 - October 2013
Merrill Lynch April 2006 - February 2010
Merrill Lynch April 2004 - April 2006
Merrill Lynch April 2002 - April 2004
Swiss Bank (SBC Warburg) 1993 - 1996
Skills
Financial Services, Six Sigma, Business Process..., Process Improvement, Risk Management, Vendor Management, Project Portfolio..., Program Management, Capital Markets, Management, Business Analysis, Financial Analysis, Lean Manufacturing, Change Management, Fixed Income, Securities, Series 7, Financial Risk, Equities, Leadership
Education
University of North Florida - College of Business Administration 1996 — 1999
BA, International Business
Brittany Heisler Brittany Heisler's Merrill Lynch Experience 2005 - 2005
Job Online Marketing Display Advertising at HomeAway
Industry Marketing and Advertising
Experience
HomeAway.com July 2013 - Present
Dell January 2011 - July 2013
Targetbase 2009 - 2010
Transamerica (AEGON Direct Marketing Services) 2007 - 2009
AEGON Direct Marketing Services 2007 - 2007
Bridgestone Firestone Retail & Commercial Operations 2006 - 2006
Merrill Lynch 2005 - 2005
Skills
Direct Marketing, Marketing Strategy, Online Advertising, Digital Marketing, Marketing, Social Media Marketing, Account Management, Integrated Marketing, Analytics, Marketing Communications, Customer Acquisition, Direct Mail, Demand Generation, Strategic Communications, Team Building, Pricing, Start-ups
Education
University of North Texas 2003 — 2007
Bachelor of Business Administration in Marketing, Minor in Economics, Certificate in New Product Development
St. Agnes Academy 1999 — 2003
HomeAway.com July 2013 - Present
Dell January 2011 - July 2013
Targetbase 2009 - 2010
Transamerica (AEGON Direct Marketing Services) 2007 - 2009
AEGON Direct Marketing Services 2007 - 2007
Bridgestone Firestone Retail & Commercial Operations 2006 - 2006
Merrill Lynch 2005 - 2005
Skills
Direct Marketing, Marketing Strategy, Online Advertising, Digital Marketing, Marketing, Social Media Marketing, Account Management, Integrated Marketing, Analytics, Marketing Communications, Customer Acquisition, Direct Mail, Demand Generation, Strategic Communications, Team Building, Pricing, Start-ups
Education
University of North Texas 2003 — 2007
Bachelor of Business Administration in Marketing, Minor in Economics, Certificate in New Product Development
St. Agnes Academy 1999 — 2003
Tanya Guydos's Merrill Lynch Experience January 1996 - October 2006
Job Vice President at IBERIABANK
Industry Banking
Experience
IBERIABANK October 2006 - Present
Merrill Lynch January 1996 - October 2006
Talent By Tanya January 1994 - January 2000
Southern Wine & Spirits 1994 - 1996
Southeast Atlantic Corporation 1990 - 1994
Skills
Building Relationships, Small Business..., Communication Skills, Business Strategy, Networking, Coordinating Events, Leadership, Management, Sales, Business Development, Event Management, Negotiation, Banking, Finance, Mortgage Lending, Commercial Lending, Budgets, Strategic Planning, Inventory Management, Operations Management, Analysis, Customer Service, Project Management, Marketing
Education
University of North Florida 1996 — 1998
MPA, Public Administration/Political Science
University of North Florida 1994 — 1996
Bachelor of Arts and Sciences, Communications
FSCJ 2012 — 2013
Professional Designation of Logistics and Supply Chain Management (PLS), Transportation and Logistics Certification
IBERIABANK October 2006 - Present
Merrill Lynch January 1996 - October 2006
Talent By Tanya January 1994 - January 2000
Southern Wine & Spirits 1994 - 1996
Southeast Atlantic Corporation 1990 - 1994
Skills
Building Relationships, Small Business..., Communication Skills, Business Strategy, Networking, Coordinating Events, Leadership, Management, Sales, Business Development, Event Management, Negotiation, Banking, Finance, Mortgage Lending, Commercial Lending, Budgets, Strategic Planning, Inventory Management, Operations Management, Analysis, Customer Service, Project Management, Marketing
Education
University of North Florida 1996 — 1998
MPA, Public Administration/Political Science
University of North Florida 1994 — 1996
Bachelor of Arts and Sciences, Communications
FSCJ 2012 — 2013
Professional Designation of Logistics and Supply Chain Management (PLS), Transportation and Logistics Certification
Tracy Matthews Tracy Matthews's Merrill Lynch Experience February 2014 - July 2015
Job Sales Manager / Bank of America
Industry Financial Services
Experience
Bank of America Home Loans July 2015 - Present
Merrill Lynch February 2014 - July 2015
Wells Fargo Home Mortgage June 2006 - February 2014
Washington Mutual August 2002 - May 2006
Alcatel-Lucent 1999 - 2001
Skills
Finance, Investment Strategies, Critical Thinking, Asset Based Lending, High Net Worth..., Leadership, Change Management, International..., Customer Satisfaction, Relocation, Mortgage Lending, Process Improvement, Sales Management, Sales, Management, Teamwork, Cross-functional Team..., Real Estate, Mortgage Banking, Jumbo Mortgage, Investment Properties, Residential Mortgages, Financial Services, Credit Analysis, Construction Loans
Education
University of North Texas 1998 — 2000
Bachelor of Business Administration (B.B.A.)
Bank of America Home Loans July 2015 - Present
Merrill Lynch February 2014 - July 2015
Wells Fargo Home Mortgage June 2006 - February 2014
Washington Mutual August 2002 - May 2006
Alcatel-Lucent 1999 - 2001
Skills
Finance, Investment Strategies, Critical Thinking, Asset Based Lending, High Net Worth..., Leadership, Change Management, International..., Customer Satisfaction, Relocation, Mortgage Lending, Process Improvement, Sales Management, Sales, Management, Teamwork, Cross-functional Team..., Real Estate, Mortgage Banking, Jumbo Mortgage, Investment Properties, Residential Mortgages, Financial Services, Credit Analysis, Construction Loans
Education
University of North Texas 1998 — 2000
Bachelor of Business Administration (B.B.A.)
Emil Dostovic's Merrill Lynch Experience September 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Skills
Securities, Mutual Funds, Wealth Management, Series 7, Retirement, Investment Advisory, Fixed Annuities, Series 63, Management, Microsoft Excel, Customer Service, Budgets, Marketing Strategy, Sales, Public Speaking, Strategic Planning, Team Leadership, Analysis, Process Improvement, Team Building
Education
University of North Florida - College of Business Administration 2004 — 2008
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
University of North Florida - College of Business Administration
Merrill Lynch September 2013 - Present
Skills
Securities, Mutual Funds, Wealth Management, Series 7, Retirement, Investment Advisory, Fixed Annuities, Series 63, Management, Microsoft Excel, Customer Service, Budgets, Marketing Strategy, Sales, Public Speaking, Strategic Planning, Team Leadership, Analysis, Process Improvement, Team Building
Education
University of North Florida - College of Business Administration 2004 — 2008
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
University of North Florida - College of Business Administration
Daniel Searcy's Merrill Lynch Experience March 2011 - October 2013
Job Director of Operations at WealthHarbor Capital Group
Industry Financial Services
Experience
WealthHarbor Capital Group March 2015 - Present
Whitney Investment Services February 2014 - March 2015
Merrill Lynch March 2011 - October 2013
Merrill Lynch January 2007 - March 2011
Merrill Lynch October 2005 - December 2006
Skills
Retirement Planning, Series 7, Uniform Combined State..., 401k Rollovers, Mutual Funds, Wealth Management, Series 63, Risk Management, Asset Allocation, Investments, Portfolio Management, Retirement, Strategic Financial..., Financial Advisory, Financial Planning, Finance, 401k
Education
University of North Florida - College of Business Administration 2008 — 2010
Master of Business Administration (MBA)
Millsaps College
Bachelor of Science (B.S.), Economics
WealthHarbor Capital Group March 2015 - Present
Whitney Investment Services February 2014 - March 2015
Merrill Lynch March 2011 - October 2013
Merrill Lynch January 2007 - March 2011
Merrill Lynch October 2005 - December 2006
Skills
Retirement Planning, Series 7, Uniform Combined State..., 401k Rollovers, Mutual Funds, Wealth Management, Series 63, Risk Management, Asset Allocation, Investments, Portfolio Management, Retirement, Strategic Financial..., Financial Advisory, Financial Planning, Finance, 401k
Education
University of North Florida - College of Business Administration 2008 — 2010
Master of Business Administration (MBA)
Millsaps College
Bachelor of Science (B.S.), Economics
Jay Arbetter Jay Arbetter's Merrill Lynch Experience August 1985 - December 2013
Job Senior Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS December 2013 - Present
Merrill Lynch August 1985 - December 2013
Skills
Wealth Management
Education
University of North Texas 1971 — 1975
BBA, Accounting
UBS December 2013 - Present
Merrill Lynch August 1985 - December 2013
Skills
Wealth Management
Education
University of North Texas 1971 — 1975
BBA, Accounting
Shayne Lastinger's Merrill Lynch Experience October 2012 - December 2013
Job Senior Fraud Analyst
Industry Financial Services
Experience
Bank of America December 2013 - Present
Merrill Lynch October 2012 - December 2013
All Pro Golf Carts November 2009 - September 2013
Bank of America December 2011 - October 2012
Skills
Banking, Wealth Management, Equities, Investments, Portfolio Management, Fixed Income, Financial Modeling, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial...
Education
University of North Florida 2012 — 2015
Bachelor of Business Administration (BBA), Finance
University of North Florida 2012 — 2015
Bachelor's Degree, Financial Services
Bank of America December 2013 - Present
Merrill Lynch October 2012 - December 2013
All Pro Golf Carts November 2009 - September 2013
Bank of America December 2011 - October 2012
Skills
Banking, Wealth Management, Equities, Investments, Portfolio Management, Fixed Income, Financial Modeling, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial...
Education
University of North Florida 2012 — 2015
Bachelor of Business Administration (BBA), Finance
University of North Florida 2012 — 2015
Bachelor's Degree, Financial Services
Stacia Beth Cotter Stacia Beth Cotter's Merrill Lynch Experience May 2012 - March 2013
Job Project Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
Bank of America May 2014 - May 2015
Bank of America March 2013 - May 2014
Merrill Lynch May 2012 - March 2013
Bank of America July 2006 - May 2012
Skills
Retail Banking, Commercial Banking, Employee Training, Banking Relationships, Internet Banking, Cash Management, Consumer Lending, Mutual Funds, Customer Service, Banking
Education
University of North Florida 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Investments
University of North Florida - College of Business Administration 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America Merrill Lynch June 2015 - Present
Bank of America May 2014 - May 2015
Bank of America March 2013 - May 2014
Merrill Lynch May 2012 - March 2013
Bank of America July 2006 - May 2012
Skills
Retail Banking, Commercial Banking, Employee Training, Banking Relationships, Internet Banking, Cash Management, Consumer Lending, Mutual Funds, Customer Service, Banking
Education
University of North Florida 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Investments
University of North Florida - College of Business Administration 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Cassandra Torgerson's Merrill Lynch Experience April 2014 - November 2014
Job Client service associate Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Merrill Lynch April 2014 - November 2014
FIS - Fidelity Information Services April 2013 - April 2014
J. Macklin's Grill January 2013 - April 2013
Part-Time Client Associate August 2009 - January 2013
J. Macklin's Grill August 2009 - January 2013
Old Chicago Restaurants November 2007 - August 2009
Skills
Strong work ethic, Team Leadership, Project Management, Communication Skills, Microsoft Word, Microsoft Excel, Outstanding time..., Highly personable, Self-motivated Team..., Interpersonal Skill, Marketing, Customer Service, Time Management, Customer Satisfaction, Training, Management, Leadership, Teamwork, Sales, Access, Microsoft Office
Education
University of North Texas 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Farmington High School
Morgan Stanley November 2014 - Present
Merrill Lynch April 2014 - November 2014
FIS - Fidelity Information Services April 2013 - April 2014
J. Macklin's Grill January 2013 - April 2013
Part-Time Client Associate August 2009 - January 2013
J. Macklin's Grill August 2009 - January 2013
Old Chicago Restaurants November 2007 - August 2009
Skills
Strong work ethic, Team Leadership, Project Management, Communication Skills, Microsoft Word, Microsoft Excel, Outstanding time..., Highly personable, Self-motivated Team..., Interpersonal Skill, Marketing, Customer Service, Time Management, Customer Satisfaction, Training, Management, Leadership, Teamwork, Sales, Access, Microsoft Office
Education
University of North Texas 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Farmington High School
Milos Spiridonovic's Merrill Lynch Experience October 2007 - February 2009
Job AVP Supply Chain Finance Sales at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank May 2014 - Present
Deutsche Bank October 2012 - May 2014
Deutsche Bank February 2011 - October 2012
Deutsche Bank January 2009 - February 2011
Merrill Lynch October 2007 - February 2009
Skills
Derivatives, Equities, Interest Rate..., Trading, Structured Products, Credit Derivatives, Equity Derivatives, Swaps, Fixed Income, Options, Structured Finance, Series 7, Trading Strategies, Series 63, Analysis, Investment Banking, Middle Office, Portfolio Management, Prime Brokerage, Cash Management, Financial Risk, Relationship Management, Credit Analysis, FX Options, Bloomberg
Education
University of North Florida - College of Business Administration 2004 — 2007
BBA, Financial Service
Deutsche Bank May 2014 - Present
Deutsche Bank October 2012 - May 2014
Deutsche Bank February 2011 - October 2012
Deutsche Bank January 2009 - February 2011
Merrill Lynch October 2007 - February 2009
Skills
Derivatives, Equities, Interest Rate..., Trading, Structured Products, Credit Derivatives, Equity Derivatives, Swaps, Fixed Income, Options, Structured Finance, Series 7, Trading Strategies, Series 63, Analysis, Investment Banking, Middle Office, Portfolio Management, Prime Brokerage, Cash Management, Financial Risk, Relationship Management, Credit Analysis, FX Options, Bloomberg
Education
University of North Florida - College of Business Administration 2004 — 2007
BBA, Financial Service
Christopher Fromm, ChFC, CFP® Christopher Fromm, ChFC, CFP®'s Merrill Lynch Experience January 2000 - January 2001
Job Director of Financial Planning at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors July 2009 - Present
Lincoln Financial Advisors January 2008 - July 2009
Lincoln Financial Advisors January 2005 - January 2008
Lincoln Financial Advisors January 2001 - January 2005
Merrill Lynch January 2000 - January 2001
Skills
FINRA Series 6, 7, & 66, Strategic Financial..., Retirement, Florida Life, Heath, &..., Florida Investment..., ChFC & CFP®, Investments, Asset Allocation, Financial Advisory, Mutual Funds, Finance, Wealth, Portfolio Management, Analysis, Wealth Accumulation, High Net Worth...
Education
University of North Florida - College of Business Administration 1996 — 2000
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Lincoln Financial Advisors July 2009 - Present
Lincoln Financial Advisors January 2008 - July 2009
Lincoln Financial Advisors January 2005 - January 2008
Lincoln Financial Advisors January 2001 - January 2005
Merrill Lynch January 2000 - January 2001
Skills
FINRA Series 6, 7, & 66, Strategic Financial..., Retirement, Florida Life, Heath, &..., Florida Investment..., ChFC & CFP®, Investments, Asset Allocation, Financial Advisory, Mutual Funds, Finance, Wealth, Portfolio Management, Analysis, Wealth Accumulation, High Net Worth...
Education
University of North Florida - College of Business Administration 1996 — 2000
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Bryan Murry Bryan Murry's Merrill Lynch Experience January 2012 - July 2013
Job Credit Analyst | Private Banker
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
Merrill Lynch January 2012 - July 2013
Merrill Lynch January 2011 - January 2012
Bank of America June 2009 - January 2011
Skills
Strategic Research, Customer Service, Accounting, Statement Analysis, Risk Analysis, Securities Analysis, Financial Analysis, Finance, Investments, Asset Based Lending, Financial Solutions, Teamwork, Team Building, Organizational..., Credit Analysis, Self-management, Time Management, Real Estate Investment, Taxation, International Finance, Business Management, Estate Planning, Consumer Lending, Credit Decisions, Debt Consolidation
Education
University of North Texas
Bachelor’s Degree, Financial Services
Wells Fargo September 2013 - Present
Merrill Lynch January 2012 - July 2013
Merrill Lynch January 2011 - January 2012
Bank of America June 2009 - January 2011
Skills
Strategic Research, Customer Service, Accounting, Statement Analysis, Risk Analysis, Securities Analysis, Financial Analysis, Finance, Investments, Asset Based Lending, Financial Solutions, Teamwork, Team Building, Organizational..., Credit Analysis, Self-management, Time Management, Real Estate Investment, Taxation, International Finance, Business Management, Estate Planning, Consumer Lending, Credit Decisions, Debt Consolidation
Education
University of North Texas
Bachelor’s Degree, Financial Services
Cheryle Beasley, PHR's Merrill Lynch Experience 2006 - Present
Job Corporate Recruiter VP Bank of America Merrill Lynch
Industry Human Resources
Experience
Merrill Lynch 2006 - Present
Wal-Mart 1999 - 2006
Skills
Performance Management, Recruiting, Employee Relations, Team Building, Change Management, Talent Acquisition, Process Improvement, Applicant Tracking..., Leadership, Strategic Planning, Project Management, Onboarding, Succession Planning, Training, Human Resources, Talent Management, Employee Engagement, Vendor Management, Technical Recruiting, Management, HRIS, Customer Service, SDLC, Business Analysis
Education
University of North Florida - College of Business Administration 1995 — 1997
Merrill Lynch 2006 - Present
Wal-Mart 1999 - 2006
Skills
Performance Management, Recruiting, Employee Relations, Team Building, Change Management, Talent Acquisition, Process Improvement, Applicant Tracking..., Leadership, Strategic Planning, Project Management, Onboarding, Succession Planning, Training, Human Resources, Talent Management, Employee Engagement, Vendor Management, Technical Recruiting, Management, HRIS, Customer Service, SDLC, Business Analysis
Education
University of North Florida - College of Business Administration 1995 — 1997
Steven Capozza's Merrill Lynch Experience 1991 - 1994
Job Business Developer & Strategic Leader
Industry Capital Markets
Experience
Capstone Group January 2002 - Present
Capstone Investments 1995 - February 2013
SurfAid International January 2006 - January 2009
Merrill Lynch 1991 - 1994
Skills
Investments, Equities, Investment Banking, Hedge Funds, Venture Capital, Alternative Investments, Private Equity, Start-ups, Business Development, Business Strategy, New Business Development, Corporate Development, Corporate Finance, Capital Markets, Valuation, Asset Management, Securities, Portfolio Management, Equity Research, Due Diligence, Investment Strategies, Trading, Management, Capital Raising, Sales Management, Content Distribution..., Funding, Private Placements, Mergers & Acquisitions, Finance, Financial Modeling
Education
University of North Texas 1986 — 1990
University of Pennsylvania - The Wharton School 1997 — 2000
Executive Training Program, Investments and Securities
Capstone Group January 2002 - Present
Capstone Investments 1995 - February 2013
SurfAid International January 2006 - January 2009
Merrill Lynch 1991 - 1994
Skills
Investments, Equities, Investment Banking, Hedge Funds, Venture Capital, Alternative Investments, Private Equity, Start-ups, Business Development, Business Strategy, New Business Development, Corporate Development, Corporate Finance, Capital Markets, Valuation, Asset Management, Securities, Portfolio Management, Equity Research, Due Diligence, Investment Strategies, Trading, Management, Capital Raising, Sales Management, Content Distribution..., Funding, Private Placements, Mergers & Acquisitions, Finance, Financial Modeling
Education
University of North Texas 1986 — 1990
University of Pennsylvania - The Wharton School 1997 — 2000
Executive Training Program, Investments and Securities
Stephanie C. Brice's Merrill Lynch Experience 2008 - 2010
Job Vice President at Morgan Stanley Private Bank
Industry Banking
Experience
Morgan Stanley Private Bank 2010 - Present
Merrill Lynch 2008 - 2010
Merrill Lynch 1992 - 2008
Skills
Series 7, Wealth Management, Securities Lending, Mortgage Lending, Securities, Credit, Banking, Financial Advisory, Private Banking, Loans, Commercial Lending, Financial Services, Credit Analysis, Loan Origination, Relationship Management
Education
University of North Florida - College of Business Administration 1989 — 1991
Bachelor of Science (BS), Marketing
Morgan Stanley Private Bank 2010 - Present
Merrill Lynch 2008 - 2010
Merrill Lynch 1992 - 2008
Skills
Series 7, Wealth Management, Securities Lending, Mortgage Lending, Securities, Credit, Banking, Financial Advisory, Private Banking, Loans, Commercial Lending, Financial Services, Credit Analysis, Loan Origination, Relationship Management
Education
University of North Florida - College of Business Administration 1989 — 1991
Bachelor of Science (BS), Marketing
Ken Keating's Merrill Lynch Experience November 2011 - June 2015
Job Investment Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2015 - Present
Merrill Lynch November 2011 - June 2015
SunGard Wealth Management August 2006 - November 2011
SunGard August 2006 - September 2011
blackbaud January 2005 - July 2006
SunGard March 1992 - December 2004
Ernst & Young June 1988 - June 1990
Skills
Mutual Funds, Strategic Financial..., Retirement Planning, Mortgage Lending, Long Term Care Insurance, Risk Analysis, Saving for Education, Life Insurance, Equities, Bonds, Alternative Investments, Cash Flow Forecasting, Variable Annuities, Indexed Annuities, Trading, Investments, Series 7, Series 63, Wealth Management, Retirement, Fixed Annuities, CRM, General Securities..., Management, Series 24, Financial Services, Consulting, Selling, Process Improvement
Education
University of North Florida - College of Business Administration 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Fidelity Investments July 2015 - Present
Merrill Lynch November 2011 - June 2015
SunGard Wealth Management August 2006 - November 2011
SunGard August 2006 - September 2011
blackbaud January 2005 - July 2006
SunGard March 1992 - December 2004
Ernst & Young June 1988 - June 1990
Skills
Mutual Funds, Strategic Financial..., Retirement Planning, Mortgage Lending, Long Term Care Insurance, Risk Analysis, Saving for Education, Life Insurance, Equities, Bonds, Alternative Investments, Cash Flow Forecasting, Variable Annuities, Indexed Annuities, Trading, Investments, Series 7, Series 63, Wealth Management, Retirement, Fixed Annuities, CRM, General Securities..., Management, Series 24, Financial Services, Consulting, Selling, Process Improvement
Education
University of North Florida - College of Business Administration 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Samuel Camacho's Merrill Lynch Experience August 2004 - July 2005
Job Manager at PowerPlan, Inc.
Industry Information Technology and Services
Experience
PowerPlan, Inc. July 2014 - Present
PowerPlan, Inc. January 2013 - July 2014
Deloitte May 2009 - January 2013
BearingPoint August 2005 - May 2009
Merrill Lynch August 2004 - July 2005
Skills
Maximo, MS Project, Project Management, Project Planning, Requirements Management, Requirements Analysis, Requirements Gathering, Software Documentation, Software Project..., Software Implementation, System Testing, User Acceptance Testing, Testing, Test Cases, Test Case Generation, Training Delivery, Instructor-led Training, Serena, BIRT, Microsoft Word, Microsoft Excel, Series 7, Series 63, Defined Benefit, 401k, SDLC, CMMI, Enterprise Asset..., Asset Management, Program Management..., Business Process..., Program Management, Job Aids, Management Consulting, Business Process, Integration, Business Process..., PMO, Visio
Education
University of North Florida - College of Business Administration 1998 — 2003
Bachelor of Business Administration (B.B.A.), Economics
University of North Florida - College of Business Administration 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
PowerPlan, Inc. July 2014 - Present
PowerPlan, Inc. January 2013 - July 2014
Deloitte May 2009 - January 2013
BearingPoint August 2005 - May 2009
Merrill Lynch August 2004 - July 2005
Skills
Maximo, MS Project, Project Management, Project Planning, Requirements Management, Requirements Analysis, Requirements Gathering, Software Documentation, Software Project..., Software Implementation, System Testing, User Acceptance Testing, Testing, Test Cases, Test Case Generation, Training Delivery, Instructor-led Training, Serena, BIRT, Microsoft Word, Microsoft Excel, Series 7, Series 63, Defined Benefit, 401k, SDLC, CMMI, Enterprise Asset..., Asset Management, Program Management..., Business Process..., Program Management, Job Aids, Management Consulting, Business Process, Integration, Business Process..., PMO, Visio
Education
University of North Florida - College of Business Administration 1998 — 2003
Bachelor of Business Administration (B.B.A.), Economics
University of North Florida - College of Business Administration 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Tommy Dominguez's Merrill Lynch Experience March 2008 - November 2008
Job Head of Client Relations/Relationship Manager Vendor Management | BPO | Call Center | Audit
Industry Information Technology and Services
Experience
New Management Services, LLC June 2013 - Present
Homeward Residential, Inc. May 2012 - April 2013
Homeward Residential, Inc. November 2010 - May 2012
Homeward Residential, Inc. April 2009 - December 2010
Wells Fargo November 2008 - April 2009
Merrill Lynch March 2008 - November 2008
Countrywide Home Loans July 2007 - December 2007
H&R Block Mortgage December 2005 - July 2007
H&R Block Mortgage May 2005 - December 2005
Option One Mortgage April 2004 - May 2005
Skills
Vendor Management, Call Centers, Leadership, Management, CRM, Mortgage Lending, Mortgage Servicing, Process Improvement, Risk Management, Cross-functional Team..., Loss Mitigation, Business Process, Mortgage Banking, Loan Servicing, Client Relations, Spanish Translation, Strategy
Education
Florida International University - Chapman Graduate School of Business 2012 — 2013
Master of International Business, International Business
University of North Florida - College of Business Administration 2009 — 2012
Bachelor of Business Administration (BBA), Finance
New Management Services, LLC June 2013 - Present
Homeward Residential, Inc. May 2012 - April 2013
Homeward Residential, Inc. November 2010 - May 2012
Homeward Residential, Inc. April 2009 - December 2010
Wells Fargo November 2008 - April 2009
Merrill Lynch March 2008 - November 2008
Countrywide Home Loans July 2007 - December 2007
H&R Block Mortgage December 2005 - July 2007
H&R Block Mortgage May 2005 - December 2005
Option One Mortgage April 2004 - May 2005
Skills
Vendor Management, Call Centers, Leadership, Management, CRM, Mortgage Lending, Mortgage Servicing, Process Improvement, Risk Management, Cross-functional Team..., Loss Mitigation, Business Process, Mortgage Banking, Loan Servicing, Client Relations, Spanish Translation, Strategy
Education
Florida International University - Chapman Graduate School of Business 2012 — 2013
Master of International Business, International Business
University of North Florida - College of Business Administration 2009 — 2012
Bachelor of Business Administration (BBA), Finance
Prescott Rowe's Merrill Lynch Experience January 2013 - August 2014
Job Central Relationship Manager
Industry Financial Services
Experience
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
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
Ericka Prada's Merrill Lynch Experience July 2008 - September 2008
Job HR Advisor at Deutsche Bank
Industry Human Resources
Experience
Deutsche Bank July 2010 - Present
CardioBoost 2013 - 2013
Deutsche Bank September 2008 - March 2011
Merrill Lynch July 2008 - September 2008
University of North Florida August 2007 - July 2008
Deutsche Bank 2008 - 2008
Skills
Talent Acquisition, Recruiting, Employee Relations, Performance Management, Employee Benefits, Onboarding, Organizational..., Talent Management, Human Resources, Sourcing, College Recruiting, Microsoft Excel
Education
University of North Florida - College of Business Administration 2008 — 2014
Master of Business Administration (M.B.A.)
University of North Florida 2007 — 2014
University of North Florida - College of Business Administration 2002 — 2008
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Deutsche Bank July 2010 - Present
CardioBoost 2013 - 2013
Deutsche Bank September 2008 - March 2011
Merrill Lynch July 2008 - September 2008
University of North Florida August 2007 - July 2008
Deutsche Bank 2008 - 2008
Skills
Talent Acquisition, Recruiting, Employee Relations, Performance Management, Employee Benefits, Onboarding, Organizational..., Talent Management, Human Resources, Sourcing, College Recruiting, Microsoft Excel
Education
University of North Florida - College of Business Administration 2008 — 2014
Master of Business Administration (M.B.A.)
University of North Florida 2007 — 2014
University of North Florida - College of Business Administration 2002 — 2008
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Angelica Vetrovec's Merrill Lynch Experience March 2012 - August 2012
Job Retirement Plan Consultant at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group September 2013 - Present
CUNA Mutual Group October 2012 - September 2013
Merrill Lynch March 2012 - August 2012
Fidelity Investments February 2011 - January 2012
Fidelity Investments February 2011 - January 2012
Fidelity Investments January 2009 - January 2011
Gaylord Texan October 2006 - January 2009
YMCA of Odessa April 2006 - August 2006
Skills
Employee Benefits, Customer Service, Fundraising, Event Planning, Insurance, Outlook, Benefits Administration, Microsoft Publisher, Time Management, Leadership, Workshop Facilitation, Public Speaking, 10 Key, Resume Writing, PowerPoint
Education
University of North Texas 2005 — 2008
Bachelor of Arts, Communication Studies
CUNA Mutual Group September 2013 - Present
CUNA Mutual Group October 2012 - September 2013
Merrill Lynch March 2012 - August 2012
Fidelity Investments February 2011 - January 2012
Fidelity Investments February 2011 - January 2012
Fidelity Investments January 2009 - January 2011
Gaylord Texan October 2006 - January 2009
YMCA of Odessa April 2006 - August 2006
Skills
Employee Benefits, Customer Service, Fundraising, Event Planning, Insurance, Outlook, Benefits Administration, Microsoft Publisher, Time Management, Leadership, Workshop Facilitation, Public Speaking, 10 Key, Resume Writing, PowerPoint
Education
University of North Texas 2005 — 2008
Bachelor of Arts, Communication Studies
Michelle Dubourt Riggio's Merrill Lynch Experience March 2005 - August 2005
Job Customer Relations Manager at Pulte Homes
Industry Construction
Experience
Pulte Homes August 2005 - Present
Merrill Lynch March 2005 - August 2005
Merrill Lynch October 2003 - March 2005
Calex Realty Group, Inc. August 2001 - October 2003
Education
University of North Florida - College of Business Administration 1997 — 2001
BA - International Business
Pulte Homes August 2005 - Present
Merrill Lynch March 2005 - August 2005
Merrill Lynch October 2003 - March 2005
Calex Realty Group, Inc. August 2001 - October 2003
Education
University of North Florida - College of Business Administration 1997 — 2001
BA - International Business
Mohammed Cheema's Merrill Lynch Experience August 2002 - December 2002
Job Financial Analyst at Ernst & Young
Industry Financial Services
Experience
Ernst & Young June 2008 - Present
Frank Parra 2001 - 2008
MW Logistics 2007 - 2007
Merrill Lynch August 2002 - December 2002
Education
University of North Texas 2003 — 2007
Ernst & Young June 2008 - Present
Frank Parra 2001 - 2008
MW Logistics 2007 - 2007
Merrill Lynch August 2002 - December 2002
Education
University of North Texas 2003 — 2007
Debbie Varnes's Merrill Lynch Experience June 1996 - November 2001
Job Director of Human Resources at Definition 6
Industry Information Technology and Services
Experience
Definition 6 November 2002 - Present
Rampart America 2001 - 2002
Merrill Lynch June 1996 - November 2001
EMI Music May 1998 - January 2000
Skills
Human Resources, Executive..., Employee Benefits, Recruiting, Social Media Marketing, Email Marketing, Interactive Marketing, Digital Marketing, Leadership, Advertising, Social Media, Online Advertising, Marketing, Digital Media, Marketing Communications, Management
Education
University of North Florida - College of Business Administration 1990 — 1994
Bachelors of Business Administration, Marketing
Definition 6 November 2002 - Present
Rampart America 2001 - 2002
Merrill Lynch June 1996 - November 2001
EMI Music May 1998 - January 2000
Skills
Human Resources, Executive..., Employee Benefits, Recruiting, Social Media Marketing, Email Marketing, Interactive Marketing, Digital Marketing, Leadership, Advertising, Social Media, Online Advertising, Marketing, Digital Media, Marketing Communications, Management
Education
University of North Florida - College of Business Administration 1990 — 1994
Bachelors of Business Administration, Marketing
Danielle Coate's Merrill Lynch Experience April 2008 - January 2011
Job Vice President at Merrill Lynch/ Bank of America
Industry Financial Services
Experience
Merrill Lynch/ Bank of America February 2011 - Present
Merrill Lynch April 2008 - January 2011
Merrill Lynch March 2006 - 2007
Merrill Lynch May 2002 - 2006
Merrill Lynch October 1999 - 2002
Skills
Financial Services, Equities, Mutual Funds, Retirement, Wealth Management, Retirement Planning, Investments, Employee Benefits, Options, Relationship Management, Process Improvement
Education
University of Northern Colorado 1994 — 1998
Sociology, Family Studies
Merrill Lynch/ Bank of America February 2011 - Present
Merrill Lynch April 2008 - January 2011
Merrill Lynch March 2006 - 2007
Merrill Lynch May 2002 - 2006
Merrill Lynch October 1999 - 2002
Skills
Financial Services, Equities, Mutual Funds, Retirement, Wealth Management, Retirement Planning, Investments, Employee Benefits, Options, Relationship Management, Process Improvement
Education
University of Northern Colorado 1994 — 1998
Sociology, Family Studies
Chris Knabe's Merrill Lynch Experience 1997 - 2002
Job Portfolio Specialist, Fidelity Investments
Industry Financial Services
Experience
LPL Financial 2006 - 2011
Nationwide Financial Services 2002 - 2006
Merrill Lynch 1997 - 2002
Education
Northwest High School
University of North Texas
LPL Financial 2006 - 2011
Nationwide Financial Services 2002 - 2006
Merrill Lynch 1997 - 2002
Education
Northwest High School
University of North Texas
Greg Hinckley, CLU's Merrill Lynch Experience July 2000 - May 2005
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Prudential Financial January 2013 - February 2013
Hartford Life June 2005 - January 2013
Merrill Lynch July 2000 - May 2005
Education
University of North Texas 1993 — 2000
Bachelors, History
Woodrow Wilson High School 1989 — 1993
Edward Jones February 2013 - Present
Prudential Financial January 2013 - February 2013
Hartford Life June 2005 - January 2013
Merrill Lynch July 2000 - May 2005
Education
University of North Texas 1993 — 2000
Bachelors, History
Woodrow Wilson High School 1989 — 1993
Mats Elmsater's Merrill Lynch Experience November 2009 - June 2010
Job Senior Metric Reporting Analyst at Voya Financial
Industry Financial Services
Experience
Voya Financial January 2015 - Present
JPMorgan Chase March 2014 - January 2015
Bank of America July 2013 - March 2014
Bank of America October 2011 - July 2013
Bank of America June 2010 - October 2011
Merrill Lynch November 2009 - June 2010
Vattenfall June 2008 - September 2009
Half Moon Bay Trading Co. August 2007 - December 2007
Skills
Microsoft SQL Server, SQL Server Management..., Query Optimization, OBIEE, Access, Visual Basic, SQL, Crystal Reports, Business Analysis, Business Intelligence, Requirements Gathering, SSIS, Data Modeling, Call Centers, Microsoft Excel
Education
University of North Florida - College of Business Administration 2003 — 2007
Bachelor, International Business
Voya Financial January 2015 - Present
JPMorgan Chase March 2014 - January 2015
Bank of America July 2013 - March 2014
Bank of America October 2011 - July 2013
Bank of America June 2010 - October 2011
Merrill Lynch November 2009 - June 2010
Vattenfall June 2008 - September 2009
Half Moon Bay Trading Co. August 2007 - December 2007
Skills
Microsoft SQL Server, SQL Server Management..., Query Optimization, OBIEE, Access, Visual Basic, SQL, Crystal Reports, Business Analysis, Business Intelligence, Requirements Gathering, SSIS, Data Modeling, Call Centers, Microsoft Excel
Education
University of North Florida - College of Business Administration 2003 — 2007
Bachelor, International Business
Judi Rohlfing, CRPC's Merrill Lynch Experience March 1996 - Present
Job First Vice President, Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 1996 - Present
Skills
Wealth Management, Retirement Planning, Investments, Wealth Preservation..., Investment Advisory
Education
University of North Florida - College of Business Administration 2000 — 2001
MBA
University of North Florida - College of Business Administration 1990 — 1995
Bachelors, Accounting
Merrill Lynch March 1996 - Present
Skills
Wealth Management, Retirement Planning, Investments, Wealth Preservation..., Investment Advisory
Education
University of North Florida - College of Business Administration 2000 — 2001
MBA
University of North Florida - College of Business Administration 1990 — 1995
Bachelors, Accounting
Patrick Agustin's Merrill Lynch Experience November 2009 - Present
Job Retirement Distribution Services, Merrill Lynch Service Network
Industry Investment Management
Experience
Merrill Lynch November 2009 - Present
Skills
Management, Customer Service, Investments, Leadership, Strategic Planning, Project Management, Microsoft Office, Business Strategy, Risk Management, Business Development, Business Analysis
Education
University of North Florida - College of Business Administration 2000 — 2004
BS, Marketing
Merrill Lynch November 2009 - Present
Skills
Management, Customer Service, Investments, Leadership, Strategic Planning, Project Management, Microsoft Office, Business Strategy, Risk Management, Business Development, Business Analysis
Education
University of North Florida - College of Business Administration 2000 — 2004
BS, Marketing
Brian Krehbiel, CFA's Merrill Lynch Experience August 2006 - November 2006
Job Vice President at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB October 2011 - Present
IBG Business Services December 2006 - October 2011
Merrill Lynch August 2006 - November 2006
Cessna Aircraft Company May 2006 - August 2006
Skills
Finance, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Mergers, Business Valuation, Due Diligence, Corporate Development, M&A experience, LBO, Mergers & Acquisitions, Portfolio Management, Strategy
Education
CFA Institute 2007 — 2009
CFA Charter, Chartered Financial Analyst (CFA)
University of Northern Colorado 2004 — 2006
Bachelor of Science, Finance
Campion Academy
Headwaters MB October 2011 - Present
IBG Business Services December 2006 - October 2011
Merrill Lynch August 2006 - November 2006
Cessna Aircraft Company May 2006 - August 2006
Skills
Finance, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Mergers, Business Valuation, Due Diligence, Corporate Development, M&A experience, LBO, Mergers & Acquisitions, Portfolio Management, Strategy
Education
CFA Institute 2007 — 2009
CFA Charter, Chartered Financial Analyst (CFA)
University of Northern Colorado 2004 — 2006
Bachelor of Science, Finance
Campion Academy
John S. Ferguson's Merrill Lynch Experience June 1994 - December 1999
Job MercedesBenz Certified Sales Consultant at MercedesBenz of Sarasota
Industry Construction
Experience
Mercedes-Benz of Sarasota Sales ManagerSteiner CommunitiesJune 2009 - October 2010
Palm Harbor Homes September 2004 - May 2009
Morgan Keegan December 1999 - September 2004
Merrill Lynch June 1994 - December 1999
Glauser SAAB June 1992 - May 1994
Education
University of North Texas 1970 — 1975
BS, Education
Mercedes-Benz of Sarasota Sales ManagerSteiner CommunitiesJune 2009 - October 2010
Palm Harbor Homes September 2004 - May 2009
Morgan Keegan December 1999 - September 2004
Merrill Lynch June 1994 - December 1999
Glauser SAAB June 1992 - May 1994
Education
University of North Texas 1970 — 1975
BS, Education
Ruben Bear's Merrill Lynch Experience 2007 - 2009
Job Agency Owner at Allstate
Industry Financial Services
Experience
Allstate May 2013 - Present
Allstate Financial Services, LLC September 2009 - May 2013
Merrill Lynch 2007 - 2009
Fidelity Investments March 2004 - October 2007
Skills
Insurance, Property & Casualty..., Commercial Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Variable Annuities, IRAs, Mutual Funds, Disability Insurance, Long Term Care Insurance, Health Insurance, Risk Management, Wealth Management, Investments, Series 7, Strategic Financial...
Education
University of North Texas
Bachelor of Business Administration, Finance
University of North Texas
Bachelor of Business Administration, Real Estate
University of North Texas
Bachelor of Business Administration, Risk Management & Insurance
Allstate May 2013 - Present
Allstate Financial Services, LLC September 2009 - May 2013
Merrill Lynch 2007 - 2009
Fidelity Investments March 2004 - October 2007
Skills
Insurance, Property & Casualty..., Commercial Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Variable Annuities, IRAs, Mutual Funds, Disability Insurance, Long Term Care Insurance, Health Insurance, Risk Management, Wealth Management, Investments, Series 7, Strategic Financial...
Education
University of North Texas
Bachelor of Business Administration, Finance
University of North Texas
Bachelor of Business Administration, Real Estate
University of North Texas
Bachelor of Business Administration, Risk Management & Insurance
Katie Vaughn's Merrill Lynch Experience 2007 - January 2008
Job Communications Manager at Jacksonville Jaguars
Industry Entertainment
Experience
Jacksonville Jaguars April 2014 - Present
Jacksonville Jaguars March 2012 - Present
Jacksonville Jaguars March 2008 - March 2012
Merrill Lynch 2007 - January 2008
Education
University of North Florida - College of Business Administration 2005 — 2007
Bachelors, Business Management
Jacksonville Jaguars April 2014 - Present
Jacksonville Jaguars March 2012 - Present
Jacksonville Jaguars March 2008 - March 2012
Merrill Lynch 2007 - January 2008
Education
University of North Florida - College of Business Administration 2005 — 2007
Bachelors, Business Management
Erik Zimmerman's Merrill Lynch Experience April 2007 - Present
Job Retirement and Distribution Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2007 - Present
The UPS Sotre November 2003 - March 2007
Education
University of North Florida - College of Business Administration 2002 — 2006
BA, Business
Merrill Lynch April 2007 - Present
The UPS Sotre November 2003 - March 2007
Education
University of North Florida - College of Business Administration 2002 — 2006
BA, Business
Sara Batten's Merrill Lynch Experience May 2007 - Present
Job Operations Supervisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2007 - Present
Merrill Lynch February 2006 - May 2007
Merrill Lynch January 2004 - February 2006
Merrill Lynch January 2003 - February 2004
Publix October 1996 - December 2002
Education
University of North Florida 2003 — 2006
MBA, Finance
University of North Florida 1998 — 2002
Bachelor, Finance
Merrill Lynch May 2007 - Present
Merrill Lynch February 2006 - May 2007
Merrill Lynch January 2004 - February 2006
Merrill Lynch January 2003 - February 2004
Publix October 1996 - December 2002
Education
University of North Florida 2003 — 2006
MBA, Finance
University of North Florida 1998 — 2002
Bachelor, Finance
Jon Weidenbach's Merrill Lynch Experience March 2007 - August 2011
Job Owner at Willowbrook Wealth Management
Industry Financial Services
Experience
Willowbrook Wealth Management September 2011 - Present
Merrill Lynch March 2007 - August 2011
Jefferies & Company January 1997 - March 2006
Skills
Equities, Hedge Funds, Equity Trading, Capital Markets, Alternative Investments, Options, Investment Banking, Trading Systems, Fixed Income, Trading, Investments, Mutual Funds, Asset Allocation, ETFs, Asset Managment, Technical Analysis, Retirement Planning, Asset Management, Investment Advisory, Wealth Management, Financial Markets
Education
University of North Texas 1994 — 1996
MBA, Finance
University of North Texas 1990 — 1994
BS, Biology/Chemisty
Willowbrook Wealth Management September 2011 - Present
Merrill Lynch March 2007 - August 2011
Jefferies & Company January 1997 - March 2006
Skills
Equities, Hedge Funds, Equity Trading, Capital Markets, Alternative Investments, Options, Investment Banking, Trading Systems, Fixed Income, Trading, Investments, Mutual Funds, Asset Allocation, ETFs, Asset Managment, Technical Analysis, Retirement Planning, Asset Management, Investment Advisory, Wealth Management, Financial Markets
Education
University of North Texas 1994 — 1996
MBA, Finance
University of North Texas 1990 — 1994
BS, Biology/Chemisty
Travis Shore, CFA's Merrill Lynch Experience 1999 - 2001
Job Managing Director at Vanderbilt University
Industry Investment Management
Experience
Vanderbilt University March 2014 - Present
The Alfred P. Sloan Foundation February 2012 - March 2014
New York University April 2011 - February 2012
University of Florida Investment Corp March 2006 - November 2010
Wachovia February 2001 - March 2006
Merrill Lynch 1999 - 2001
Education
University of North Florida - College of Business Administration
Bachelor of Business Administration (BBA), Banking and Finance
Vanderbilt University March 2014 - Present
The Alfred P. Sloan Foundation February 2012 - March 2014
New York University April 2011 - February 2012
University of Florida Investment Corp March 2006 - November 2010
Wachovia February 2001 - March 2006
Merrill Lynch 1999 - 2001
Education
University of North Florida - College of Business Administration
Bachelor of Business Administration (BBA), Banking and Finance
Ronda Linton's Merrill Lynch Experience 2014 - Present
Job Retirement Plan Specialist
Industry Financial Services
Experience
Merrill Lynch 2014 - Present
Bank of America March 2011 - April 2014
First Command Financial Planning September 2010 - January 2011
Blue Cross Blue Shield of Florida January 1998 - January 2008
Skills
Analysis, Management, Fixed Income, Finance, Financial Analysis, Mutual Funds, Training, Portfolio Management, Insurance, Visio, Investments, Banking, Project Management, Microsoft Excel, Microsoft Office, Program Management, Business Analysis, Process Improvement, Leadership, Access, Business Process..., Coaching, Cross-functional Team..., Customer Service, Customer Satisfaction, Data Analysis, Financial Services, Fixed Annuities, Microsoft Word, Marketing, Outlook, Requirements Gathering, Retirement Planning, Risk Management, Strategic Planning, Team Building, Team Leadership, Technical Writing, Securities, Bonds, Investment Strategies, Leadership Development, Equities, Wealth Management, Series 7, 401k, Financial Modeling, Series 63, Account Reconciliation, Marketing Strategy
Education
University of North Florida - College of Business Administration 2008 — 2010
Bachelors, Finance and Financial Services
Merrill Lynch 2014 - Present
Bank of America March 2011 - April 2014
First Command Financial Planning September 2010 - January 2011
Blue Cross Blue Shield of Florida January 1998 - January 2008
Skills
Analysis, Management, Fixed Income, Finance, Financial Analysis, Mutual Funds, Training, Portfolio Management, Insurance, Visio, Investments, Banking, Project Management, Microsoft Excel, Microsoft Office, Program Management, Business Analysis, Process Improvement, Leadership, Access, Business Process..., Coaching, Cross-functional Team..., Customer Service, Customer Satisfaction, Data Analysis, Financial Services, Fixed Annuities, Microsoft Word, Marketing, Outlook, Requirements Gathering, Retirement Planning, Risk Management, Strategic Planning, Team Building, Team Leadership, Technical Writing, Securities, Bonds, Investment Strategies, Leadership Development, Equities, Wealth Management, Series 7, 401k, Financial Modeling, Series 63, Account Reconciliation, Marketing Strategy
Education
University of North Florida - College of Business Administration 2008 — 2010
Bachelors, Finance and Financial Services
Katie Hinckley's Merrill Lynch Experience September 2000 - June 2006
Job Wife/Mother at Home
Industry Education Management
Experience
Home June 2006 - Present
Merrill Lynch September 2000 - June 2006
Education
University of North Texas 1995 — 2001
Paschal High School 1991 — 1995
Home June 2006 - Present
Merrill Lynch September 2000 - June 2006
Education
University of North Texas 1995 — 2001
Paschal High School 1991 — 1995
Emily Krivacek's Merrill Lynch Experience January 2005 - April 2009
Job Senior Registered Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2009 - Present
Merrill Lynch January 2005 - April 2009
Skills
Wealth Management..., Microsoft Word, Customer Service, Leadership, Outlook
Education
University of North Texas 2002 — 2006
BS, Business, Finance, English, Education
Nolan Catholic High School
Nolan Catholic High School
Morgan Stanley Wealth Management April 2009 - Present
Merrill Lynch January 2005 - April 2009
Skills
Wealth Management..., Microsoft Word, Customer Service, Leadership, Outlook
Education
University of North Texas 2002 — 2006
BS, Business, Finance, English, Education
Nolan Catholic High School
Nolan Catholic High School
Ramey El-Abu's Merrill Lynch Experience November 2009 - May 2010
Job Customer Relations Representative at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance August 2010 - Present
Merrill Lynch November 2009 - May 2010
Merrill Lynch November 2006 - November 2009
Merrill Lynch March 2009 - October 2009
Merrill Lynch August 2008 - October 2009
Skills
Analysis, Auditing, Banking, Customer Service, Equities, Financial Analysis, Financial Services, Insurance, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Mortgage Lending, Mutual Funds, Options, Portfolio Management, Program Management, Research, Retail, Retirement Planning, Risk Management, Sales, Series 7, Trading, Training, Underwriting, Wealth Management
Education
University of North Florida - College of Business Administration 2000 — 2004
Bachelor of Business Administration, Management
Stanton College Preparatory School
High School Diploma
State Farm Insurance August 2010 - Present
Merrill Lynch November 2009 - May 2010
Merrill Lynch November 2006 - November 2009
Merrill Lynch March 2009 - October 2009
Merrill Lynch August 2008 - October 2009
Skills
Analysis, Auditing, Banking, Customer Service, Equities, Financial Analysis, Financial Services, Insurance, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Mortgage Lending, Mutual Funds, Options, Portfolio Management, Program Management, Research, Retail, Retirement Planning, Risk Management, Sales, Series 7, Trading, Training, Underwriting, Wealth Management
Education
University of North Florida - College of Business Administration 2000 — 2004
Bachelor of Business Administration, Management
Stanton College Preparatory School
High School Diploma
Shelley Jenkins's Merrill Lynch Experience February 2013 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2013 - Present
Merrill Lynch June 2011 - February 2013
Merrill Lynch September 2007 - June 2011
Merrill Lynch July 2006 - September 2007
Skills
13 Years Management..., FINRA Series 7 Licensed, FINRA Series 24 Licensed, Project Management
Education
University of North Florida - College of Business Administration 1991 — 1994
Finance, Institutional Finance
Merrill Lynch February 2013 - Present
Merrill Lynch June 2011 - February 2013
Merrill Lynch September 2007 - June 2011
Merrill Lynch July 2006 - September 2007
Skills
13 Years Management..., FINRA Series 7 Licensed, FINRA Series 24 Licensed, Project Management
Education
University of North Florida - College of Business Administration 1991 — 1994
Finance, Institutional Finance
Patricia Callahan Bryant's Merrill Lynch Experience November 2002 - May 2008
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division March 2009 - Present
Investment Advisors International 2010 - 2011
Merrill Lynch November 2002 - May 2008
Education
University of North Florida - College of Business Administration 1995 — 1997
Business Administration, Business
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division March 2009 - Present
Investment Advisors International 2010 - 2011
Merrill Lynch November 2002 - May 2008
Education
University of North Florida - College of Business Administration 1995 — 1997
Business Administration, Business
John E. Rutland, MBA's Merrill Lynch Experience September 2013 - Present
Job Team Lead International Lending Services and Operations at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Merrill Lynch January 2012 - September 2013
Merrill Lynch August 2007 - January 2012
Skills
Series 7
Education
University of North Florida - College of Business Administration 2009 — 2011
M.B.A, General Business
University of North Florida - College of Business Administration 2005 — 2007
B.A., Finance
Merrill Lynch September 2013 - Present
Merrill Lynch January 2012 - September 2013
Merrill Lynch August 2007 - January 2012
Skills
Series 7
Education
University of North Florida - College of Business Administration 2009 — 2011
M.B.A, General Business
University of North Florida - College of Business Administration 2005 — 2007
B.A., Finance
Ana Matic's Merrill Lynch Experience October 2014 - Present
Job Mortgage Loan Processor
Industry Banking
Experience
Digital Risk May 2015 - Present
Merrill Lynch October 2014 - Present
PHH Mortgage October 2012 - February 2014
VyStar Credit Union December 2008 - September 2012
Toys R Us2005-2007 March 2005 - December 2007
Skills
Banking, Training, Loans, Analysis, Finance, Mortgage Lending, Customer Service, Financial Services, Insurance, Investments, Accounting, Credit Cards, Cross Selling, Microsoft Office, Retail
Education
University of North Florida - College of Business Administration 2005 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mandarin High School 2001 — 2005
High School Diploma
Digital Risk May 2015 - Present
Merrill Lynch October 2014 - Present
PHH Mortgage October 2012 - February 2014
VyStar Credit Union December 2008 - September 2012
Toys R Us2005-2007 March 2005 - December 2007
Skills
Banking, Training, Loans, Analysis, Finance, Mortgage Lending, Customer Service, Financial Services, Insurance, Investments, Accounting, Credit Cards, Cross Selling, Microsoft Office, Retail
Education
University of North Florida - College of Business Administration 2005 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mandarin High School 2001 — 2005
High School Diploma
Richard Bozian's Merrill Lynch Experience May 2014 - September 2015
Job MBA from University of North Florida
Industry Hospitality
Experience
Merrill Lynch May 2014 - September 2015
MSI October 2013 - March 2014
Bank of America June 2012 - September 2013
Hammock Beach Resort July 2005 - December 2011
Winn-Dixie April 2002 - May 2004
Steak n Shake November 2000 - April 2002
Skills
Microsoft Office, Highly Adaptable, Intuitive, Quick Learner, Equator, AS400 system, LPS
Education
University of North Florida
Master of Business Administration (M.B.A.), Business Administration
University of North Florida
Bachelors, Business Administration; Management
Daytona State College
Associates of Arts, Math and Science
Merrill Lynch May 2014 - September 2015
MSI October 2013 - March 2014
Bank of America June 2012 - September 2013
Hammock Beach Resort July 2005 - December 2011
Winn-Dixie April 2002 - May 2004
Steak n Shake November 2000 - April 2002
Skills
Microsoft Office, Highly Adaptable, Intuitive, Quick Learner, Equator, AS400 system, LPS
Education
University of North Florida
Master of Business Administration (M.B.A.), Business Administration
University of North Florida
Bachelors, Business Administration; Management
Daytona State College
Associates of Arts, Math and Science
Michelle Gilmore's Merrill Lynch Experience March 1998 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 1998 - Present
Skills
Series 7, Series 63, Series 24, Six Sigma Green Belt, Pensions, 401k, Securities, Retirement, Defined Benefit, Call Centers, Investments, FINRA, Series 66, Series 9/10, Customer Experience, Financial Services, Retirement Planning, Six Sigma, Wealth Management
Education
University of North Florida - College of Business Administration
Bachelors and MBA, Business, Management, Marketing, and Related Support Services
Merrill Lynch March 1998 - Present
Skills
Series 7, Series 63, Series 24, Six Sigma Green Belt, Pensions, 401k, Securities, Retirement, Defined Benefit, Call Centers, Investments, FINRA, Series 66, Series 9/10, Customer Experience, Financial Services, Retirement Planning, Six Sigma, Wealth Management
Education
University of North Florida - College of Business Administration
Bachelors and MBA, Business, Management, Marketing, and Related Support Services
David Leighton's Merrill Lynch Experience June 2008 - May 2010
Job Manager, Financial Risk Management at KPMG
Industry Financial Services
Experience
KPMG October 2014 - Present
KPMG - Financial Risk Management July 2013 - October 2014
EverBank April 2012 - July 2013
EverBank May 2010 - April 2012
UNF Osprey Financial Group June 2009 - May 2010
Merrill Lynch June 2008 - May 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Investments, Microsoft Excel, Bloomberg, Risk Management, QRM, Strategic Planning, Fixed Income, Market Risk, SQL, VBA, OLAP, Interest Rate Swaps, Derivatives, Interest Rate Risk..., ALCO, Analysis, Equities, Financial Risk, Analytics, Credit, Economics, Strategy
Education
University of North Florida - College of Business Administration 2006 — 2010
BBA, Finance
KPMG October 2014 - Present
KPMG - Financial Risk Management July 2013 - October 2014
EverBank April 2012 - July 2013
EverBank May 2010 - April 2012
UNF Osprey Financial Group June 2009 - May 2010
Merrill Lynch June 2008 - May 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Investments, Microsoft Excel, Bloomberg, Risk Management, QRM, Strategic Planning, Fixed Income, Market Risk, SQL, VBA, OLAP, Interest Rate Swaps, Derivatives, Interest Rate Risk..., ALCO, Analysis, Equities, Financial Risk, Analytics, Credit, Economics, Strategy
Education
University of North Florida - College of Business Administration 2006 — 2010
BBA, Finance
Elliott Jolivette's Merrill Lynch Experience January 2009 - May 2010
Job Sales Representative at Takeda Pharmaceuticals
Industry Pharmaceuticals
Experience
Takeda Pharmaceuticals June 2014 - Present
Omni Hotels October 2013 - June 2014
Fossil March 2012 - October 2013
Fossil June 2010 - March 2012
Solare Spa February 2005 - June 2010
Merrill Lynch January 2009 - May 2010
Skills
Equities, Bloomberg, Fixed Income, Financial Modeling, Investments, Capital Markets, Mutual Funds, Investment Banking, Portfolio Management, Valuation, Derivatives, Equity Research, Wealth Management, Financial Analysis, Securities, Asset Allocation, Alternative Investments, SAP, Cognos, Hyperion Enterprise, Outlook, Microsoft Word, Microsoft Excel, Access, Peachtree, QuickBooks, Expeditors, Account Reconciliation, Corporate Finance, Forecasting, Sales, Pivot Tables, Logistics, General Ledger, Managerial Finance, US GAAP, SAP BW, Customer Service, Inventory Management, Leadership, Sales Operations
Education
University of North Texas 2007 — 2010
Bachelors, Finance
Takeda Pharmaceuticals June 2014 - Present
Omni Hotels October 2013 - June 2014
Fossil March 2012 - October 2013
Fossil June 2010 - March 2012
Solare Spa February 2005 - June 2010
Merrill Lynch January 2009 - May 2010
Skills
Equities, Bloomberg, Fixed Income, Financial Modeling, Investments, Capital Markets, Mutual Funds, Investment Banking, Portfolio Management, Valuation, Derivatives, Equity Research, Wealth Management, Financial Analysis, Securities, Asset Allocation, Alternative Investments, SAP, Cognos, Hyperion Enterprise, Outlook, Microsoft Word, Microsoft Excel, Access, Peachtree, QuickBooks, Expeditors, Account Reconciliation, Corporate Finance, Forecasting, Sales, Pivot Tables, Logistics, General Ledger, Managerial Finance, US GAAP, SAP BW, Customer Service, Inventory Management, Leadership, Sales Operations
Education
University of North Texas 2007 — 2010
Bachelors, Finance
Samantha Ledbetter, MBA's Merrill Lynch Experience February 2008 - June 2009
Job Plan Analyst at McGraw Wentworth
Industry Financial Services
Experience
Marsh & McLennan Agency Michigan March 2012 - Present
Cygnet Financial Freedom House August 2010 - March 2012
Merrill Lynch February 2008 - June 2009
FPIC August 2007 - December 2007
Education
University of North Florida - College of Business Administration 2008 — 2010
MBA, Finance
University of North Florida 2003 — 2007
Bachelors of Health Administration, Health/Health Care Administration/Management
Marsh & McLennan Agency Michigan March 2012 - Present
Cygnet Financial Freedom House August 2010 - March 2012
Merrill Lynch February 2008 - June 2009
FPIC August 2007 - December 2007
Education
University of North Florida - College of Business Administration 2008 — 2010
MBA, Finance
University of North Florida 2003 — 2007
Bachelors of Health Administration, Health/Health Care Administration/Management
Calvin Copeland's Merrill Lynch Experience
Job FRS Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Customer Service, Management
Education
University of North Florida - College of Business Administration
Merrill Lynch
Skills
Customer Service, Management
Education
University of North Florida - College of Business Administration
Nikki Swezey's Merrill Lynch Experience January 2012 - May 2013
Job Associate, Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab January 2015 - Present
Wells Fargo Advisors September 2013 - January 2015
Merrill Lynch January 2012 - May 2013
Fidelity Investments October 2010 - June 2011
Merrill Lynch March 2010 - August 2010
Bank of America July 2006 - March 2010
Bank of America September 2004 - July 2006
Skills
Series 7, Series 63, Notary Public, Credit, Series 6, Investments, Financial Services, Trading, Banking, Finance, Mutual Funds, Wealth Management, Securities, Fixed Income, Financial Advisory, Bloomberg, Equities, Bonds, Portfolio Management, Investment Advisory, Asset Allocation, Uniform Combined State..., Private Banking, Series 66, annuities, Life Insurance, Fixed Annuities
Education
Florida State College at Jacksonville
Associate of Arts (AA), Finance
University of North Florida - College of Business Administration
Finance
Charles Schwab January 2015 - Present
Wells Fargo Advisors September 2013 - January 2015
Merrill Lynch January 2012 - May 2013
Fidelity Investments October 2010 - June 2011
Merrill Lynch March 2010 - August 2010
Bank of America July 2006 - March 2010
Bank of America September 2004 - July 2006
Skills
Series 7, Series 63, Notary Public, Credit, Series 6, Investments, Financial Services, Trading, Banking, Finance, Mutual Funds, Wealth Management, Securities, Fixed Income, Financial Advisory, Bloomberg, Equities, Bonds, Portfolio Management, Investment Advisory, Asset Allocation, Uniform Combined State..., Private Banking, Series 66, annuities, Life Insurance, Fixed Annuities
Education
Florida State College at Jacksonville
Associate of Arts (AA), Finance
University of North Florida - College of Business Administration
Finance
Germaine Sparkes's Merrill Lynch Experience August 2010 - Present
Job Participant Service Representative at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2010 - Present
Education
University of North Florida - College of Business Administration 2006 — 2010
BBA, Finance
Merrill Lynch August 2010 - Present
Education
University of North Florida - College of Business Administration 2006 — 2010
BBA, Finance
Keith Andes's Merrill Lynch Experience February 2013 - Present
Job Officer; Resource Support Senior Specialist at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch February 2013 - Present
AmeriCorps September 2010 - September 2012
Walgreens June 2011 - August 2011
La Crepe en Haut January 2006 - December 2010
The Turtle Club January 2005 - December 2005
Skills
Organizational..., Leadership, Customer Service, Strategic Planning, Event Planning, Problem Solving, Microsoft Office, Volunteer Management, Public Relations, Microsoft Excel, Social Media, PowerPoint, Cultural Diversity, Mentoring, Teamwork, Team Building, Team Leadership, Photoshop, Public Speaking, Event Management, Excel, Project Management, Management, Microsoft Word, Fundraising
Education
University of North Florida - College of Business Administration 2007 — 2012
BBA, Business Management
Advanced Technology Center @ DBCC 2006 — 2007
Advertisement Design
SEABREEZE HIGH SCHOOL 2006 — 2007
High School Diploma, 2007
Merrill Lynch February 2013 - Present
AmeriCorps September 2010 - September 2012
Walgreens June 2011 - August 2011
La Crepe en Haut January 2006 - December 2010
The Turtle Club January 2005 - December 2005
Skills
Organizational..., Leadership, Customer Service, Strategic Planning, Event Planning, Problem Solving, Microsoft Office, Volunteer Management, Public Relations, Microsoft Excel, Social Media, PowerPoint, Cultural Diversity, Mentoring, Teamwork, Team Building, Team Leadership, Photoshop, Public Speaking, Event Management, Excel, Project Management, Management, Microsoft Word, Fundraising
Education
University of North Florida - College of Business Administration 2007 — 2012
BBA, Business Management
Advanced Technology Center @ DBCC 2006 — 2007
Advertisement Design
SEABREEZE HIGH SCHOOL 2006 — 2007
High School Diploma, 2007
Robert Barbaree's Merrill Lynch Experience 1994 - 1996
Job Staff Accountant at Manheim
Industry Accounting
Experience
Manheim July 2011 - Present
FIS 2010 - 2011
Merrill Lynch Insurance Group 2000 - 2010
Merrill Lynch Insurance Group 1998 - 2000
Merrill Lynch Insurance Group 1996 - 1998
Merrill Lynch 1994 - 1996
Skills
Internal Audit, Accounting, Finance, Account Reconciliation, Financial Statements, General Ledger, Invoicing, Cash Management, JD Edwards, Journal Entries
Education
University of North Florida 1989 — 1991
BA, Accounting
Manheim July 2011 - Present
FIS 2010 - 2011
Merrill Lynch Insurance Group 2000 - 2010
Merrill Lynch Insurance Group 1998 - 2000
Merrill Lynch Insurance Group 1996 - 1998
Merrill Lynch 1994 - 1996
Skills
Internal Audit, Accounting, Finance, Account Reconciliation, Financial Statements, General Ledger, Invoicing, Cash Management, JD Edwards, Journal Entries
Education
University of North Florida 1989 — 1991
BA, Accounting
Justin Walter's Merrill Lynch Experience September 2010 - February 2011
Job AVP Operations Risk Initiatives at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2012 - Present
Bank of America Merrill Lynch March 2011 - October 2012
Merrill Lynch September 2010 - February 2011
Merrill Lynch October 2008 - December 2009
Skills
Operational Risk, Trading, Financial Modeling, Fixed Income, Securities, Equities, Derivatives, Options, Hedge Funds, Bloomberg
Education
University of North Florida - College of Business Administration 2004 — 2007
B.B.A., Finance
Bank of America Merrill Lynch November 2012 - Present
Bank of America Merrill Lynch March 2011 - October 2012
Merrill Lynch September 2010 - February 2011
Merrill Lynch October 2008 - December 2009
Skills
Operational Risk, Trading, Financial Modeling, Fixed Income, Securities, Equities, Derivatives, Options, Hedge Funds, Bloomberg
Education
University of North Florida - College of Business Administration 2004 — 2007
B.B.A., Finance
Travis Woolridge's Merrill Lynch Experience July 2003 - December 2003
Job Project Estimator/ Planner
Industry Printing
Experience
IntegraColor October 2013 - Present
Jack Boles Services August 2003 - Present
Performance Printing December 2011 - October 2013
Merrill Lynch July 2003 - December 2003
Skills
New Business Development, Project Management, Microsoft Office, Offset Printing, Customer Service, Hospitality, Process Scheduler, Microsoft Excel, Bindery
Education
University of North Texas
Bachelor of Business Administration (B.B.A.), Economics
IntegraColor October 2013 - Present
Jack Boles Services August 2003 - Present
Performance Printing December 2011 - October 2013
Merrill Lynch July 2003 - December 2003
Skills
New Business Development, Project Management, Microsoft Office, Offset Printing, Customer Service, Hospitality, Process Scheduler, Microsoft Excel, Bindery
Education
University of North Texas
Bachelor of Business Administration (B.B.A.), Economics
Henry Ohayon's Merrill Lynch Experience August 2011 - May 2012
Job Sr. Auditor / Benefits Analyst at ING Nederland
Industry Financial Services
Experience
ING Nederland June 2012 - Present
Merrill Lynch August 2011 - May 2012
Sunset Village, Inc. March 2008 - June 2011
East/West Moving Co. July 2005 - March 2008
World Financial Group (WFG) May 2003 - March 2005
Bank of America March 1998 - January 2000
Gold-Mart January 1996 - March 1998
GE Capital March 1995 - January 1996
Ohayon Realty March 1990 - February 1995
Education
University of North Florida - College of Business Administration 2001 — 2002
MBA, General Business
University of North Florida - College of Business Administration 2000 — 2001
BBA, Banking & Finance
ING Nederland June 2012 - Present
Merrill Lynch August 2011 - May 2012
Sunset Village, Inc. March 2008 - June 2011
East/West Moving Co. July 2005 - March 2008
World Financial Group (WFG) May 2003 - March 2005
Bank of America March 1998 - January 2000
Gold-Mart January 1996 - March 1998
GE Capital March 1995 - January 1996
Ohayon Realty March 1990 - February 1995
Education
University of North Florida - College of Business Administration 2001 — 2002
MBA, General Business
University of North Florida - College of Business Administration 2000 — 2001
BBA, Banking & Finance
Terry Shrewsberry's Merrill Lynch Experience February 2008 - Present
Job Sr. Operations Analyst at Merrill Lynch
Industry
Experience
Merrill Lynch February 2008 - Present
Skills
Microsoft Office, Series 7, Financial Services, Management, Securities, Equities, Investments
Education
University of North Florida 2002 — 2004
Bachelors of Science, Mass Communications - emphasis on Broadcast Journalism
Merrill Lynch February 2008 - Present
Skills
Microsoft Office, Series 7, Financial Services, Management, Securities, Equities, Investments
Education
University of North Florida 2002 — 2004
Bachelors of Science, Mass Communications - emphasis on Broadcast Journalism
Jeanne Shepard's Merrill Lynch Experience 2013 - Present
Job Senior Financial Services Representative at Merrill Lynch
Industry Telecommunications
Experience
Merrill Lynch 2013 - Present
Wells Fargo February 1997 - October 2010
Skills
Personal Trust...
Education
University of North Florida - College of Business Administration 1990 — 1995
Bachelor's degree, Finance with specialty in Financial Services, 3.5
Merrill Lynch 2013 - Present
Wells Fargo February 1997 - October 2010
Skills
Personal Trust...
Education
University of North Florida - College of Business Administration 1990 — 1995
Bachelor's degree, Finance with specialty in Financial Services, 3.5
Boyd Morgan's Merrill Lynch Experience September 2014 - Present
Job Financial Services Professional at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
PHH Mortgage 2012 - 2013
PHH 2001 - 2012
Skills
Loans, Residential Mortgages, Mortgage Underwriting, Credit Risk, Risk Management, Financial Services, Customer Service, Real Estate, Finance, Hold Series 7
Education
University of North Florida - College of Business Administration
Bachelor's degree
Merrill Lynch September 2014 - Present
PHH Mortgage 2012 - 2013
PHH 2001 - 2012
Skills
Loans, Residential Mortgages, Mortgage Underwriting, Credit Risk, Risk Management, Financial Services, Customer Service, Real Estate, Finance, Hold Series 7
Education
University of North Florida - College of Business Administration
Bachelor's degree
Sean Stout, CFA's Merrill Lynch Experience 2008 - 2010
Job Portfolio Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo September 2012 - April 2014
Wells Fargo Advisors 2010 - 2012
Merrill Lynch 2008 - 2010
Education
University of North Florida
Master of Business Administration (M.B.A.), Concentration Finance
University of Tennessee-Knoxville
Bachelor's Degree
Wells Fargo Advisors April 2014 - Present
Wells Fargo September 2012 - April 2014
Wells Fargo Advisors 2010 - 2012
Merrill Lynch 2008 - 2010
Education
University of North Florida
Master of Business Administration (M.B.A.), Concentration Finance
University of Tennessee-Knoxville
Bachelor's Degree
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank