Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Omeed Shayegh Omeed Shayegh's Merrill Lynch Experience June 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Ziba Munich June 2013 - September 2013
Merrill Lynch June 2011 - September 2011
UBS June 2008 - August 2008
Skills
Investments, Wealth Management, Financial Analysis, Microsoft Office, Economics, Microsoft Excel, PowerPoint, Leadership, Valuation, Portfolio Management, Business Development, Market Research, Equities, Options, Marketing Strategy, Financial Planning
Education
University of Oregon
Business Administration & Economics, Finance
Merrill Lynch June 2014 - Present
Ziba Munich June 2013 - September 2013
Merrill Lynch June 2011 - September 2011
UBS June 2008 - August 2008
Skills
Investments, Wealth Management, Financial Analysis, Microsoft Office, Economics, Microsoft Excel, PowerPoint, Leadership, Valuation, Portfolio Management, Business Development, Market Research, Equities, Options, Marketing Strategy, Financial Planning
Education
University of Oregon
Business Administration & Economics, Finance
Robert Ryland, CFP® Robert Ryland, CFP®'s Merrill Lynch Experience February 1992 - Present
Job Vice President / Wealth Management Advisor / PIA Program Portfolio Manager at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch February 1992 - Present
Merrill Lynch February 1992 - Present
Skills
Series 7, Series 63, Series 65, Certified Financial..., Portfolio Management, Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Investments, Asset Management, Uniform Combined State..., Asset Allocation, Financial Planning, Retirement
Education
University of Oklahoma - Price College of Business 1986 — 1990
BBA, Finance
Merrill Lynch February 1992 - Present
Merrill Lynch February 1992 - Present
Skills
Series 7, Series 63, Series 65, Certified Financial..., Portfolio Management, Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Investments, Asset Management, Uniform Combined State..., Asset Allocation, Financial Planning, Retirement
Education
University of Oklahoma - Price College of Business 1986 — 1990
BBA, Finance
Megan Krannig Megan Krannig's Merrill Lynch Experience March 2014 - Present
Job Registered Client Associate at Merrill Lynch / Meteorologist
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Edward Jones June 2013 - February 2014
Gray Inc. KXII-TV March 2010 - June 2013
ImpactWeather February 2009 - March 2010
Gray Inc. KXII-TV June 2005 - February 2009
Skills
ENPS, Broadcast, Broadcast Television, Broadcast Journalism, Radio Broadcasting, Avid, Television, Video Production, Radio, News Writing, Radio Host, Video, Final Cut Pro, Video Editing
Education
University of Oklahoma 2000 — 2005
Bachelor of Science (B.S.), Meteorology
Merrill Lynch March 2014 - Present
Edward Jones June 2013 - February 2014
Gray Inc. KXII-TV March 2010 - June 2013
ImpactWeather February 2009 - March 2010
Gray Inc. KXII-TV June 2005 - February 2009
Skills
ENPS, Broadcast, Broadcast Television, Broadcast Journalism, Radio Broadcasting, Avid, Television, Video Production, Radio, News Writing, Radio Host, Video, Final Cut Pro, Video Editing
Education
University of Oklahoma 2000 — 2005
Bachelor of Science (B.S.), Meteorology
Laura Ventura's Merrill Lynch Experience July 2007 - June 2009
Job Building an amazing team at Uber!
Industry Internet
Experience
Uber February 2015 - Present
Uber April 2014 - February 2015
Uber January 2013 - April 2014
Randstad Professionals February 2011 - December 2012
Randstad February 2010 - February 2011
Merrill Lynch July 2007 - June 2009
ABN AMRO January 2006 - November 2006
Partnership for International Cooperation May 2001 - September 2005
Skills
Full-cycle Recruiting, HR Solutions, Sales Management, Performance Management, Recruiting, Talent Acquisition, Human Resources, Business Analysis, Sourcing, Talent Management, Employee Relations, Change Management, Project Coordination, Strategic Planning, HRIS, Applicant Tracking..., Staffing Services, Coaching, Strategy, Management, Account Management, Temporary Staffing, Hiring, Leadership
Education
University of Ottawa / Université d'Ottawa
Bachelor's Degree, International Business
Uppsala University
Study Abroad Program
Uber February 2015 - Present
Uber April 2014 - February 2015
Uber January 2013 - April 2014
Randstad Professionals February 2011 - December 2012
Randstad February 2010 - February 2011
Merrill Lynch July 2007 - June 2009
ABN AMRO January 2006 - November 2006
Partnership for International Cooperation May 2001 - September 2005
Skills
Full-cycle Recruiting, HR Solutions, Sales Management, Performance Management, Recruiting, Talent Acquisition, Human Resources, Business Analysis, Sourcing, Talent Management, Employee Relations, Change Management, Project Coordination, Strategic Planning, HRIS, Applicant Tracking..., Staffing Services, Coaching, Strategy, Management, Account Management, Temporary Staffing, Hiring, Leadership
Education
University of Ottawa / Université d'Ottawa
Bachelor's Degree, International Business
Uppsala University
Study Abroad Program
Charles Oliver Charles Oliver's Merrill Lynch Experience 1990 - 1995
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2004 - Present
Phillips Securities 1995 - 2004
Merrill Lynch 1990 - 1995
Radio Advertising & Management 1979 - 1989
Skills
Investments, Sales, Management, Retirement, Financial Advisory, Finance, Customer Service, Team Building, Marketing, Project Planning, Marketing Strategy, Retirement Planning, Strategic Planning, Sales Management, Public Speaking, Leadership, Investors, Loans
Education
University of Oklahoma - Price College of Business
BBA, Marketing & Management
Wells Fargo Advisors September 2004 - Present
Phillips Securities 1995 - 2004
Merrill Lynch 1990 - 1995
Radio Advertising & Management 1979 - 1989
Skills
Investments, Sales, Management, Retirement, Financial Advisory, Finance, Customer Service, Team Building, Marketing, Project Planning, Marketing Strategy, Retirement Planning, Strategic Planning, Sales Management, Public Speaking, Leadership, Investors, Loans
Education
University of Oklahoma - Price College of Business
BBA, Marketing & Management
Martin Hermens's Merrill Lynch Experience April 2009 - February 2012
Job Vice President, Investor Relations at Ironwood Capital Management
Industry Investment Management
Experience
Ironwood Capital Management January 2015 - Present
Ironwood Capital Management March 2012 - December 2014
Merrill Lynch April 2009 - February 2012
Citi Smith Barney September 2007 - June 2008
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Science, Finance
Ironwood Capital Management January 2015 - Present
Ironwood Capital Management March 2012 - December 2014
Merrill Lynch April 2009 - February 2012
Citi Smith Barney September 2007 - June 2008
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Science, Finance
Michael Dudas's Merrill Lynch Experience July 2013 - June 2014
Job Analyst at Ferry Street Capital
Industry Investment Management
Experience
Ferry Street Capital 2015 - Present
Point72 Asset Management, L.P. July 2014 - January 2015
Merrill Lynch July 2013 - June 2014
Merrill Lynch June 2012 - August 2012
SAC Capital June 2011 - August 2011
Van Dien Asset Management LLC June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Proficient/Fluent in..., Financial Modeling, Valuation
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Don Bosco Preparatory High School 2005 — 2009
Ferry Street Capital 2015 - Present
Point72 Asset Management, L.P. July 2014 - January 2015
Merrill Lynch July 2013 - June 2014
Merrill Lynch June 2012 - August 2012
SAC Capital June 2011 - August 2011
Van Dien Asset Management LLC June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Proficient/Fluent in..., Financial Modeling, Valuation
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Don Bosco Preparatory High School 2005 — 2009
Christian Glover Wilson Christian Glover Wilson's Merrill Lynch Experience 2000 - 2006
Job Vice President, Technology & Strategy
Industry Computer Software
Experience
Tigerspike July 2012 - Present
TheUniver.se May 2011 - November 2012
Tigerspike January 2012 - July 2012
Tigerspike November 2011 - January 2012
Glover Wilson, LLC December 2009 - November 2011
Credit Alpha Ltd January 2010 - March 2011
Craigmore Funds Group February 2010 - August 2010
BlueCrest Capital Management February 2006 - June 2008
Merrill Lynch 2000 - 2006
Tokyo-Mitsubishi International 1999 - 2000
Skills
Team Management, Business Analysis, Market Data, Trading Systems, Agile Methodologies, IT Strategy, Strategy, Software Project..., Electronic Trading, Project Delivery, Derivatives, Start-ups, SQL, Risk Management, Enterprise Architecture, Portfolio Management, Low Latency, Product Management, SDLC, Mobile Applications, Equities, Financial Markets, Fixed Income, Agile Project Management, E-commerce, Analytics
Education
University of Oxford 1994 — 1996
Tigerspike July 2012 - Present
TheUniver.se May 2011 - November 2012
Tigerspike January 2012 - July 2012
Tigerspike November 2011 - January 2012
Glover Wilson, LLC December 2009 - November 2011
Credit Alpha Ltd January 2010 - March 2011
Craigmore Funds Group February 2010 - August 2010
BlueCrest Capital Management February 2006 - June 2008
Merrill Lynch 2000 - 2006
Tokyo-Mitsubishi International 1999 - 2000
Skills
Team Management, Business Analysis, Market Data, Trading Systems, Agile Methodologies, IT Strategy, Strategy, Software Project..., Electronic Trading, Project Delivery, Derivatives, Start-ups, SQL, Risk Management, Enterprise Architecture, Portfolio Management, Low Latency, Product Management, SDLC, Mobile Applications, Equities, Financial Markets, Fixed Income, Agile Project Management, E-commerce, Analytics
Education
University of Oxford 1994 — 1996
Christie Hopson Christie Hopson's Merrill Lynch Experience June 2012 - August 2012
Job Business Process Analyst at CEMEX
Industry Mechanical or Industrial Engineering
Experience
CEMEX July 2013 - Present
Merrill Lynch June 2012 - August 2012
Rowan Companies, Inc. June 2011 - August 2011
Skills
Solidworks, Microsoft Office, Lean/Six Sigma..., Certified Green Belt, Analysis, Procurement, Materials Management, ERP, Supply Chain, Finance, Business Process, Process Improvement, Strategic Sourcing, Accounting, Business Process..., Six Sigma, Microsoft Excel, Management, SAP
Education
University of Oklahoma 2011 — 2013
MBA
University of Oklahoma 2008 — 2013
BS, Industrial Engineering
CEMEX July 2013 - Present
Merrill Lynch June 2012 - August 2012
Rowan Companies, Inc. June 2011 - August 2011
Skills
Solidworks, Microsoft Office, Lean/Six Sigma..., Certified Green Belt, Analysis, Procurement, Materials Management, ERP, Supply Chain, Finance, Business Process, Process Improvement, Strategic Sourcing, Accounting, Business Process..., Six Sigma, Microsoft Excel, Management, SAP
Education
University of Oklahoma 2011 — 2013
MBA
University of Oklahoma 2008 — 2013
BS, Industrial Engineering
Victoria (Tori) Opsahl Victoria (Tori) Opsahl's Merrill Lynch Experience June 2013 - September 2013
Job Business Development at Zapproved Inc.
Industry Computer Software
Experience
Zapproved August 2015 - Present
Mambo Media, Inc. September 2014 - July 2015
Mambo Media, Inc. June 2014 - September 2014
Kappa Kappa Gamma Sorority January 2013 - January 2014
Merrill Lynch June 2013 - September 2013
Nordstrom June 2012 - August 2013
Harnish Properties 2013 - 2013
Skills
Social Media, Microsoft Office, PowerPoint, Public Relations, Public Speaking, Microsoft Word, Facebook, Event Planning, Research, Photoshop, Microsoft Excel, Editing, Social Networking, Teamwork, Customer Service, Press Releases, Social Media Marketing, Event Management, English
Education
University of Oregon 2010 — 2014
Bachelor of Science, Journalism (public relations)
Zapproved August 2015 - Present
Mambo Media, Inc. September 2014 - July 2015
Mambo Media, Inc. June 2014 - September 2014
Kappa Kappa Gamma Sorority January 2013 - January 2014
Merrill Lynch June 2013 - September 2013
Nordstrom June 2012 - August 2013
Harnish Properties 2013 - 2013
Skills
Social Media, Microsoft Office, PowerPoint, Public Relations, Public Speaking, Microsoft Word, Facebook, Event Planning, Research, Photoshop, Microsoft Excel, Editing, Social Networking, Teamwork, Customer Service, Press Releases, Social Media Marketing, Event Management, English
Education
University of Oregon 2010 — 2014
Bachelor of Science, Journalism (public relations)
Jennifer (Jennifer Henke) Potmesil's Merrill Lynch Experience April 2015 - Present
Job Client Associate
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
CarMax November 2006 - Present
RE/MAX DFW Associates May 2003 - November 2006
Skills
Merchandising, Inventory Management, Purchasing, Inventory Control, Strategic Sourcing, Retail, Sourcing, Visual Merchandising, Store Management, Assortment, Procurement, Supply Management, Merchandise Planning, Profit, Supplier Negotiation, Trend Analysis, Supply Chain, Negotiation, Supply Chain Management, Hiring, Pricing, Leadership, Associate Development, Customer Satisfaction, Team Building, Employee Training, Training, Automotive, Driving Results, Forecasting
Education
University of Oklahoma 1998 — 2003
Bachelor of Arts (B.A.), Psychology
Merrill Lynch April 2015 - Present
CarMax November 2006 - Present
RE/MAX DFW Associates May 2003 - November 2006
Skills
Merchandising, Inventory Management, Purchasing, Inventory Control, Strategic Sourcing, Retail, Sourcing, Visual Merchandising, Store Management, Assortment, Procurement, Supply Management, Merchandise Planning, Profit, Supplier Negotiation, Trend Analysis, Supply Chain, Negotiation, Supply Chain Management, Hiring, Pricing, Leadership, Associate Development, Customer Satisfaction, Team Building, Employee Training, Training, Automotive, Driving Results, Forecasting
Education
University of Oklahoma 1998 — 2003
Bachelor of Arts (B.A.), Psychology
Catlin Wolfard Catlin Wolfard's Merrill Lynch Experience September 1984 - September 1987
Job Managing Member & Portfolio Manager at Forza Capital Partners, LLC
Industry Investment Management
Experience
Forza Capital Partners, LLC September 2014 - Present
Self Employed April 2014 - September 2014
TE4 Capital Management, LLC July 2010 - April 2014
Trellus Management Co., LLC October 1994 - October 2009
Black & Company, Inc. September 1987 - September 1994
Merrill Lynch September 1984 - September 1987
Oregon Equities, Inc. June 1980 - August 1984
Skills
Due Diligence, Portfolio Management, Private Equity, Financial Analysis, Financial Modeling, Capital Markets, Corporate Finance, Entrepreneurship, Venture Capital, Start-ups, Finance, Analysis, Executive Management, Strategic Financial..., Mergers & Acquisitions, Forecasting, Strategy, Financial Planning, Investments, Equities
Education
University of Oregon - Charles H. Lundquist College of Business 1975 — 1980
Bachelor's Degree, Finance & Accounting
Lowell Whiteman - Steamboat Springs, CO 1972 — 1975
Mathematics, Science and Language
Forza Capital Partners, LLC September 2014 - Present
Self Employed April 2014 - September 2014
TE4 Capital Management, LLC July 2010 - April 2014
Trellus Management Co., LLC October 1994 - October 2009
Black & Company, Inc. September 1987 - September 1994
Merrill Lynch September 1984 - September 1987
Oregon Equities, Inc. June 1980 - August 1984
Skills
Due Diligence, Portfolio Management, Private Equity, Financial Analysis, Financial Modeling, Capital Markets, Corporate Finance, Entrepreneurship, Venture Capital, Start-ups, Finance, Analysis, Executive Management, Strategic Financial..., Mergers & Acquisitions, Forecasting, Strategy, Financial Planning, Investments, Equities
Education
University of Oregon - Charles H. Lundquist College of Business 1975 — 1980
Bachelor's Degree, Finance & Accounting
Lowell Whiteman - Steamboat Springs, CO 1972 — 1975
Mathematics, Science and Language
Allana Strader's Merrill Lynch Experience June 2013 - October 2013
Job Commercial Real Estate Investments Professional
Industry Commercial Real Estate
Experience
Marcus & Millichap October 2013 - Present
Merrill Lynch June 2013 - October 2013
Nordstrom Rack November 2012 - January 2013
University of Oregon College Republicans March 2011 - June 2012
Skills
Detailed Organization, Customer Service, Event Planning, Financial Analysis, Reliable, Fundraising, Strategic Planning, Microsoft Excel, Teamwork, Marketing Strategy, Research, Microsoft Office, Leadership
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration, Finance
Jesuit High School 2005 — 2009
Marcus & Millichap October 2013 - Present
Merrill Lynch June 2013 - October 2013
Nordstrom Rack November 2012 - January 2013
University of Oregon College Republicans March 2011 - June 2012
Skills
Detailed Organization, Customer Service, Event Planning, Financial Analysis, Reliable, Fundraising, Strategic Planning, Microsoft Excel, Teamwork, Marketing Strategy, Research, Microsoft Office, Leadership
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration, Finance
Jesuit High School 2005 — 2009
Jake Drake Jake Drake's Merrill Lynch Experience June 2012 - Present
Job Senior Management Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
McKinsey & Company February 2004 - April 2012
PwC Consulting September 2001 - January 2004
KPMG UK June 1997 - September 2001
Skills
Management, Management Consulting, Strategic Planning, Business planning, Strategic Consulting
Education
University of Oxford - Said Business School 1995 — 1997
Executive MBA, Business Strategy
University of Oxford 1992 — 1995
Classics, 1.1
Merrill Lynch June 2012 - Present
McKinsey & Company February 2004 - April 2012
PwC Consulting September 2001 - January 2004
KPMG UK June 1997 - September 2001
Skills
Management, Management Consulting, Strategic Planning, Business planning, Strategic Consulting
Education
University of Oxford - Said Business School 1995 — 1997
Executive MBA, Business Strategy
University of Oxford 1992 — 1995
Classics, 1.1
Eric Mitchum's Merrill Lynch Experience June 2012 - December 2012
Job Territory Sales Representative at 3M
Industry Facilities Services
Experience
3M January 2013 - Present
Merrill Lynch June 2012 - December 2012
AT&T Mobility November 2010 - June 2012
adidas January 2007 - December 2010
University of Florida January 2007 - August 2010
Skills
Sales, Sports, Adaptability, Sports Marketing, Marketing, Asset Managment, Customer Service, Economics, Financial Analysis, Marketing Strategy, Microsoft Office, Coaching, Asset Management, Athletics, Leadership, New Business Development, Sales Operations, Time Management, Cold Calling
Education
University of Oregon 2002 — 2006
Bachelor of Science, Economics
3M January 2013 - Present
Merrill Lynch June 2012 - December 2012
AT&T Mobility November 2010 - June 2012
adidas January 2007 - December 2010
University of Florida January 2007 - August 2010
Skills
Sales, Sports, Adaptability, Sports Marketing, Marketing, Asset Managment, Customer Service, Economics, Financial Analysis, Marketing Strategy, Microsoft Office, Coaching, Asset Management, Athletics, Leadership, New Business Development, Sales Operations, Time Management, Cold Calling
Education
University of Oregon 2002 — 2006
Bachelor of Science, Economics
Christopher Julius Christopher Julius's Merrill Lynch Experience June 2011 - August 2011
Job District Manager Trainee at ALDI
Industry Business Supplies and Equipment
Experience
ALDI April 2015 - Present
US Congress June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Teamwork, Leadership, Time Management, Public Speaking, Research, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Social Media
Education
University of Oklahoma 2010 — 2014
Bachelor's degree, Economics & Political Science, 3.79/4.0
ALDI April 2015 - Present
US Congress June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Teamwork, Leadership, Time Management, Public Speaking, Research, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Social Media
Education
University of Oklahoma 2010 — 2014
Bachelor's degree, Economics & Political Science, 3.79/4.0
Matthew Couture's Merrill Lynch Experience 2008 - 2008
Job Senior Consultant at Prism Healthcare Partners LTD
Industry Hospital & Health Care
Experience
Prism Healthcare Partners LTD August 2014 - Present
Huron Consulting Group March 2011 - August 2014
Merrill Lynch 2008 - 2008
Kimberly-Clark 2007 - 2007
Kimberly-Clark 2006 - 2006
Skills
Financial Modeling, Data Analysis, Valuation, Financial Analysis, Management Consulting, Business Valuation, Due Diligence, Corporate Finance, Process Improvement, Equity Valuation
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor of Science (BS), Finance, General
Xavier High School 2001 — 2006
Prism Healthcare Partners LTD August 2014 - Present
Huron Consulting Group March 2011 - August 2014
Merrill Lynch 2008 - 2008
Kimberly-Clark 2007 - 2007
Kimberly-Clark 2006 - 2006
Skills
Financial Modeling, Data Analysis, Valuation, Financial Analysis, Management Consulting, Business Valuation, Due Diligence, Corporate Finance, Process Improvement, Equity Valuation
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor of Science (BS), Finance, General
Xavier High School 2001 — 2006
Brian Jorski Brian Jorski's Merrill Lynch Experience August 2014 - Present
Job Branch Transition Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Merrill Lynch April 2013 - July 2014
Merrill Lynch June 2011 - March 2013
Bank of America May 2009 - May 2011
Skills
Bloomberg, Trading Systems, Securities, Financial Services, Electronic Trading, Banking, Mutual Funds, Trading, Wealth Management, Relationship Management, Hedge Funds, Alternative Investments, Finance, Series 7, Investments
Education
University of Oklahoma 2006 — 2011
Bachelor of Science (BS), Finance, General
Merrill Lynch August 2014 - Present
Merrill Lynch April 2013 - July 2014
Merrill Lynch June 2011 - March 2013
Bank of America May 2009 - May 2011
Skills
Bloomberg, Trading Systems, Securities, Financial Services, Electronic Trading, Banking, Mutual Funds, Trading, Wealth Management, Relationship Management, Hedge Funds, Alternative Investments, Finance, Series 7, Investments
Education
University of Oklahoma 2006 — 2011
Bachelor of Science (BS), Finance, General
Carmen White Carmen White's Merrill Lynch Experience 1991 - 1992
Job Transfer Pricing Manager at HewlettPackard
Industry Computer Hardware
Experience
Hewlett-Packard 2001 - Present
Hewlett-Packard 1996 - 2001
Holt International Children's Services 1993 - 1995
Merrill Lynch 1991 - 1992
Skills
Transfer Pricing, Process Improvement, Management, Financial Analysis, Cross-functional Team..., Project Management, Database Design, Financial Modeling, Accounting, Sarbanes-Oxley Act, Employee Training, Intellectually Curious, Result Oriented Approach, Analysis, Financial Reporting, Business Process..., Tax, Finance, Auditing, Corporate Finance
Education
University of Oregon - Charles H. Lundquist College of Business 1995 — 1996
Master of Business Administration (M.B.A.), Finance
University of Oregon - Charles H. Lundquist College of Business 1987 — 1991
Bachelor's Degree, Finance
Hewlett-Packard 2001 - Present
Hewlett-Packard 1996 - 2001
Holt International Children's Services 1993 - 1995
Merrill Lynch 1991 - 1992
Skills
Transfer Pricing, Process Improvement, Management, Financial Analysis, Cross-functional Team..., Project Management, Database Design, Financial Modeling, Accounting, Sarbanes-Oxley Act, Employee Training, Intellectually Curious, Result Oriented Approach, Analysis, Financial Reporting, Business Process..., Tax, Finance, Auditing, Corporate Finance
Education
University of Oregon - Charles H. Lundquist College of Business 1995 — 1996
Master of Business Administration (M.B.A.), Finance
University of Oregon - Charles H. Lundquist College of Business 1987 — 1991
Bachelor's Degree, Finance
Brian Kurland's Merrill Lynch Experience January 2002 - August 2004
Job Executive Consultant
Industry Financial Services
Experience
Waddell & Reed October 2004 - May 2014
Merrill Lynch January 2002 - August 2004
Skills
Investments, Financial Analysis, Strategic Financial..., Strategic Planning, Financial Modeling, Business Planning, Accounting, Management, Portfolio Management, Team Leadership, Negotiation, Finance, Budgets, Microsoft Excel, Corporate Finance, Analysis, Mergers & Acquisitions, Contract Negotiation, Process Improvement, Project Management, Leadership, Project Planning, Risk Management, Business Development, Change Management, Business Strategy, Entrepreneurship, Forecasting, Strategy, New Business Development, Start-ups, Executive Management, Sales, Cross-functional Team..., Marketing, Management Consulting, Financial Planning
Education
University of Oregon
Bachelor of Science, Economics
Lake Oswego High School
Waddell & Reed October 2004 - May 2014
Merrill Lynch January 2002 - August 2004
Skills
Investments, Financial Analysis, Strategic Financial..., Strategic Planning, Financial Modeling, Business Planning, Accounting, Management, Portfolio Management, Team Leadership, Negotiation, Finance, Budgets, Microsoft Excel, Corporate Finance, Analysis, Mergers & Acquisitions, Contract Negotiation, Process Improvement, Project Management, Leadership, Project Planning, Risk Management, Business Development, Change Management, Business Strategy, Entrepreneurship, Forecasting, Strategy, New Business Development, Start-ups, Executive Management, Sales, Cross-functional Team..., Marketing, Management Consulting, Financial Planning
Education
University of Oregon
Bachelor of Science, Economics
Lake Oswego High School
Sheila Kraft, MBA Sheila Kraft, MBA's Merrill Lynch Experience May 2012 - August 2012
Job Mid Con Distribution
Industry Oil & Energy
Experience
ONEOK July 2015 - Present
ONEOK January 2015 - July 2015
University of Tulsa August 2013 - December 2014
Wildboar Energy August 2012 - August 2013
Merrill Lynch May 2012 - August 2012
Office of Governor Mary Fallin May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Leadership, Event Planning, Research, Management, Teamwork, Analysis, Social Networking, Team Leadership, Financial Analysis, Time Management, Project Management, Data Analysis, Sales, Strategic Planning, Fundraising, Team Building, Social Media, Facebook, Negotiation, Project Planning, Energy, English, Editing, Financial Modeling, Photoshop, Energy Industry, Budgets, Marketing Strategy, Communication, Leadership Development
Education
University of Tulsa 2013 — 2014
Master of Business Administration (MBA), General business specializing in finance and energy management
University of Oklahoma 2008 — 2012
Bachelor of Arts (B.A.), Economics
ONEOK July 2015 - Present
ONEOK January 2015 - July 2015
University of Tulsa August 2013 - December 2014
Wildboar Energy August 2012 - August 2013
Merrill Lynch May 2012 - August 2012
Office of Governor Mary Fallin May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Leadership, Event Planning, Research, Management, Teamwork, Analysis, Social Networking, Team Leadership, Financial Analysis, Time Management, Project Management, Data Analysis, Sales, Strategic Planning, Fundraising, Team Building, Social Media, Facebook, Negotiation, Project Planning, Energy, English, Editing, Financial Modeling, Photoshop, Energy Industry, Budgets, Marketing Strategy, Communication, Leadership Development
Education
University of Tulsa 2013 — 2014
Master of Business Administration (MBA), General business specializing in finance and energy management
University of Oklahoma 2008 — 2012
Bachelor of Arts (B.A.), Economics
Saman Bigharaz's Merrill Lynch Experience 2012 - June 2014
Job Consumer Banking
Industry Financial Services
Experience
JP MORGAN CHASE BANK NA March 2015 - Present
AMI USA LLC December 2012 - Present
AXA Advisors July 2014 - November 2014
Merrill Lynch 2012 - June 2014
Hawaii Intermodal Tank Transport, LLC February 2011 - September 2012
Hawaii Intermodal Tank Transport, LLC January 2011 - September 2012
Hawaii Intermodal Tank Transport LLC February 2010 - 2012
Mainfreight February 2007 - November 2010
Education
University of Otago 2002 — 2006
BCOM, International Business
Logan Park High School Dunedin 2002 — 2003
Bachelor of Commerce (BCom), Biology/Biological Sciences, General
JP MORGAN CHASE BANK NA March 2015 - Present
AMI USA LLC December 2012 - Present
AXA Advisors July 2014 - November 2014
Merrill Lynch 2012 - June 2014
Hawaii Intermodal Tank Transport, LLC February 2011 - September 2012
Hawaii Intermodal Tank Transport, LLC January 2011 - September 2012
Hawaii Intermodal Tank Transport LLC February 2010 - 2012
Mainfreight February 2007 - November 2010
Education
University of Otago 2002 — 2006
BCOM, International Business
Logan Park High School Dunedin 2002 — 2003
Bachelor of Commerce (BCom), Biology/Biological Sciences, General
Kristi Jones Kristi Jones's Merrill Lynch Experience May 2012 - July 2012
Job Lower 48 Land Intern at ConocoPhillips
Industry Oil & Energy
Experience
ConocoPhillips August 2015 - Present
ConocoPhillips June 2014 - August 2014
University of Oklahoma January 2012 - April 2014
ConocoPhillips May 2013 - August 2013
Merrill Lynch May 2012 - July 2012
Sammons Center for the Arts May 2011 - July 2011
Skills
Goal Oriented, High Achiever, Focused, Skilled Communicator, Analytical Skills, Competition, Discipline, Project Planning, Leases, Databases, Accounting, Communication, Microsoft Office, PowerPoint
Education
University of Oklahoma - Price College of Business 2011 — 2015
Energy Management/ Accounting
ConocoPhillips August 2015 - Present
ConocoPhillips June 2014 - August 2014
University of Oklahoma January 2012 - April 2014
ConocoPhillips May 2013 - August 2013
Merrill Lynch May 2012 - July 2012
Sammons Center for the Arts May 2011 - July 2011
Skills
Goal Oriented, High Achiever, Focused, Skilled Communicator, Analytical Skills, Competition, Discipline, Project Planning, Leases, Databases, Accounting, Communication, Microsoft Office, PowerPoint
Education
University of Oklahoma - Price College of Business 2011 — 2015
Energy Management/ Accounting
Louis Kim's Merrill Lynch Experience June 2006 - August 2006
Job
Industry Logistics and Supply Chain
Experience
LG Display June 2009 - January 2014
New World Freight System July 2008 - February 2009
Glass, Lewis & Co. January 2008 - June 2008
Merrill Lynch June 2006 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, Logistics Management, Korean, Warehouse Management, ERP Oracle, Market Research, Analysis, English, Data Analysis, Logistics
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2007
Bachelor of Business Administration (BBA), Finance, General
LG Display June 2009 - January 2014
New World Freight System July 2008 - February 2009
Glass, Lewis & Co. January 2008 - June 2008
Merrill Lynch June 2006 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, Logistics Management, Korean, Warehouse Management, ERP Oracle, Market Research, Analysis, English, Data Analysis, Logistics
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2007
Bachelor of Business Administration (BBA), Finance, General
Kylie Sheldon's Merrill Lynch Experience February 2012 - August 2012
Job Sales Administrator at Raymond Handling Concepts Corporation
Industry Business Supplies and Equipment
Experience
Raymond Handling Concepts Corporation September 2014 - Present
Raymond Handling Concepts Corporation June 2014 - September 2014
NW Women's Fitness November 2013 - June 2014
Paul Krueger Law Firm, PC. December 2012 - June 2014
Merrill Lynch February 2012 - August 2012
Skills
Microsoft Office, Salesforce.com, ProLaw, DataTrak, Accounting, Management, Employee Training, Personal Injury..., Legal Assistance, Customer Retention, Customer Service, Creative Problem Solving, Organization, Multi Tasking, Analytical Skills, Retirement Planning, Investments, Mutual Funds, Sales, Problem Solving, Logistics, Customer Satisfaction, Inventory Management, Account Management, New Business Development, Sales Operations, Contract Negotiation, Operations Management, Team Building, Purchasing, Sales Management
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
Raymond Handling Concepts Corporation September 2014 - Present
Raymond Handling Concepts Corporation June 2014 - September 2014
NW Women's Fitness November 2013 - June 2014
Paul Krueger Law Firm, PC. December 2012 - June 2014
Merrill Lynch February 2012 - August 2012
Skills
Microsoft Office, Salesforce.com, ProLaw, DataTrak, Accounting, Management, Employee Training, Personal Injury..., Legal Assistance, Customer Retention, Customer Service, Creative Problem Solving, Organization, Multi Tasking, Analytical Skills, Retirement Planning, Investments, Mutual Funds, Sales, Problem Solving, Logistics, Customer Satisfaction, Inventory Management, Account Management, New Business Development, Sales Operations, Contract Negotiation, Operations Management, Team Building, Purchasing, Sales Management
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
William Catton William Catton's Merrill Lynch Experience June 2014 - September 2014
Job Portfolio Management Analyst at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC January 2015 - Present
Oregon Business Consulting Group January 2014 - December 2014
University of Oregon Investment Group October 2013 - December 2014
Merrill Lynch June 2014 - September 2014
Merrill Lynch June 2013 - September 2013
Skills
Strategic Financial..., Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Data Analysis, Microsoft Word, FactSet, Asset Allocation, Valuation, Management, Investment Banking, Investments
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Bachelor of Science (BS), Business Administration
Miramonte High School 2006 — 2010
Hall Capital Partners LLC January 2015 - Present
Oregon Business Consulting Group January 2014 - December 2014
University of Oregon Investment Group October 2013 - December 2014
Merrill Lynch June 2014 - September 2014
Merrill Lynch June 2013 - September 2013
Skills
Strategic Financial..., Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Data Analysis, Microsoft Word, FactSet, Asset Allocation, Valuation, Management, Investment Banking, Investments
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Bachelor of Science (BS), Business Administration
Miramonte High School 2006 — 2010
Cole Weinhold's Merrill Lynch Experience June 2013 - September 2013
Job Assurance Intern at PwC
Industry Accounting
Experience
PwC August 2015 - Present
PwC June 2014 - August 2014
Merrill Lynch June 2013 - September 2013
Skills
Microsoft Excel, Teamwork, Public Speaking, Accounting, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Auditing
Education
University of Oregon 2010 — 2015
University of Oregon
PwC August 2015 - Present
PwC June 2014 - August 2014
Merrill Lynch June 2013 - September 2013
Skills
Microsoft Excel, Teamwork, Public Speaking, Accounting, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Auditing
Education
University of Oregon 2010 — 2015
University of Oregon
Jaclyn Offray's Merrill Lynch Experience October 2010 - Present
Job Client Associate at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Bank of America September 2007 - October 2010
Education
Union College 2003 — 2007
Bachelor of Arts (B.A.), Theatre/Theater
Oxford University 2004 — 2004
Theatre/Theater
Merrill Lynch October 2010 - Present
Bank of America September 2007 - October 2010
Education
Union College 2003 — 2007
Bachelor of Arts (B.A.), Theatre/Theater
Oxford University 2004 — 2004
Theatre/Theater
Andrew Key Andrew Key's Merrill Lynch Experience April 2012 - August 2012
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
PwC January 2013 - March 2013
Merrill Lynch April 2012 - August 2012
Skills
Microsoft Word, Hedge Funds, Derivatives, Capital Markets, Fixed Income, Portfolio Management, Asset Allocation, Banking, Asset Management, Securities, Series 7, Wealth Management, Financial Statement..., Mergers & Acquisitions, Cash Management, Credit, Risk Management, Retirement Planning, Treasury Management, Bloomberg Terminal, US GAAP, Commercial Lending, SEC filings, Internal Audit, Internal Controls, Public Speaking, Access, Teamwork, Management, Social Media, Leadership
Education
University of Oklahoma 2013 — 2014
Master's degree, Accounting
University of Oklahoma 2009 — 2014
Bachelor's degree, Accounting
University of Reading 2012 — 2012
History
PwC September 2014 - Present
PwC January 2013 - March 2013
Merrill Lynch April 2012 - August 2012
Skills
Microsoft Word, Hedge Funds, Derivatives, Capital Markets, Fixed Income, Portfolio Management, Asset Allocation, Banking, Asset Management, Securities, Series 7, Wealth Management, Financial Statement..., Mergers & Acquisitions, Cash Management, Credit, Risk Management, Retirement Planning, Treasury Management, Bloomberg Terminal, US GAAP, Commercial Lending, SEC filings, Internal Audit, Internal Controls, Public Speaking, Access, Teamwork, Management, Social Media, Leadership
Education
University of Oklahoma 2013 — 2014
Master's degree, Accounting
University of Oklahoma 2009 — 2014
Bachelor's degree, Accounting
University of Reading 2012 — 2012
History
Ceri Cundiff Ceri Cundiff's Merrill Lynch Experience June 1999 - October 2001
Job Senior Client Associate at JGP Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
JGP Wealth Management Group of Wells Fargo Advisors, LLC October 2001 - Present
Umpqua Bank 2004 - December 2006
Merrill Lynch June 1999 - October 2001
Skills
Strategic Planning, Project Planning, Social Media, Social Networking, Public Relations, Nonprofits, Sales, Marketing Strategy
Education
University of Oregon 1995 — 1999
BS, Planning Public Policy & Management
Cleveland High School 1991 — 1995
JGP Wealth Management Group of Wells Fargo Advisors, LLC October 2001 - Present
Umpqua Bank 2004 - December 2006
Merrill Lynch June 1999 - October 2001
Skills
Strategic Planning, Project Planning, Social Media, Social Networking, Public Relations, Nonprofits, Sales, Marketing Strategy
Education
University of Oregon 1995 — 1999
BS, Planning Public Policy & Management
Cleveland High School 1991 — 1995
Lauren Sullivan's Merrill Lynch Experience June 2011 - June 2014
Job Associate at Sterling Partners
Industry Financial Services
Experience
Sterling Partners July 2014 - Present
Merrill Lynch June 2011 - June 2014
PNC May 2010 - August 2010
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Sterling Partners July 2014 - Present
Merrill Lynch June 2011 - June 2014
PNC May 2010 - August 2010
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Brian M Altenburg, PhD's Merrill Lynch Experience June 2005 - December 2009
Job Managing Partner and CoFounder, Highmore
Industry Investment Management
Experience
Highmore October 2014 - Present
Oppenheimer & Co. 2012 - September 2014
Citibank December 2009 - 2012
Merrill Lynch June 2005 - December 2009
Man Investments January 2002 - June 2005
Booz & Company January 2000 - December 2001
Skills
Alternative Investments, Hedge Funds, Private Equity, Asset Allocation, Business Strategy, Start-ups, Strategic Planning, Angel Investing, Managing Start-ups, Asset Managment, Fund Management, Family Office, Multi Family Offices, Registered Investment..., Liquid Alternatives, Real Assets, Portfolio Management, Asset Management, Financial Advisory, Strategy, Financial Services, Investment Advisory, Investments, Fund Of Funds, Investment Management, Investment Strategies, Equities, Wealth Management, Fixed Income, Securities, Entrepreneurship, Mutual Funds, Series 7, Capital Markets, Commodity, Funding
Education
Oxford University
Doctorate
Highmore October 2014 - Present
Oppenheimer & Co. 2012 - September 2014
Citibank December 2009 - 2012
Merrill Lynch June 2005 - December 2009
Man Investments January 2002 - June 2005
Booz & Company January 2000 - December 2001
Skills
Alternative Investments, Hedge Funds, Private Equity, Asset Allocation, Business Strategy, Start-ups, Strategic Planning, Angel Investing, Managing Start-ups, Asset Managment, Fund Management, Family Office, Multi Family Offices, Registered Investment..., Liquid Alternatives, Real Assets, Portfolio Management, Asset Management, Financial Advisory, Strategy, Financial Services, Investment Advisory, Investments, Fund Of Funds, Investment Management, Investment Strategies, Equities, Wealth Management, Fixed Income, Securities, Entrepreneurship, Mutual Funds, Series 7, Capital Markets, Commodity, Funding
Education
Oxford University
Doctorate
Roberto Sagramoso's Merrill Lynch Experience May 2009 - August 2009
Job Area Manager at Chrysler Group LLC
Industry Automotive
Experience
Chrysler Group LLC March 2014 - Present
Hyundai MOBIS March 2013 - February 2014
The Parts House January 2012 - March 2013
Su Tienda Mopar Inc August 2011 - January 2012
Merrill Lynch May 2009 - August 2009
Skills
Microsoft Office, Adobe Illustrator, Spanish, Social Media, Illustrator, Business Strategy, PowerPoint, Microsoft Excel, Marketing Strategy, Marketing, Management, Leadership, Sales, Sales Process
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Bachelor of Arts, Management Consulting
University of Notre Dame, Class of 2011 2007 — 2011
Bachelor, Business Administration Management Consulting
John Cabot University 2009 — 2010
Saint Johns School 1996 — 2007
Highscool
Chrysler Group LLC March 2014 - Present
Hyundai MOBIS March 2013 - February 2014
The Parts House January 2012 - March 2013
Su Tienda Mopar Inc August 2011 - January 2012
Merrill Lynch May 2009 - August 2009
Skills
Microsoft Office, Adobe Illustrator, Spanish, Social Media, Illustrator, Business Strategy, PowerPoint, Microsoft Excel, Marketing Strategy, Marketing, Management, Leadership, Sales, Sales Process
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Bachelor of Arts, Management Consulting
University of Notre Dame, Class of 2011 2007 — 2011
Bachelor, Business Administration Management Consulting
John Cabot University 2009 — 2010
Saint Johns School 1996 — 2007
Highscool
Alex Colangelo Alex Colangelo's Merrill Lynch Experience November 2006 - November 2007
Job Lawyer / Professor at Humber College
Industry Law Practice
Experience
Humber College August 2015 - Present
Stikeman Elliott LLP November 2007 - April 2015
Merrill Lynch November 2006 - November 2007
American Express July 2006 - October 2006
Dundee Securities Corporation 2005 - 2006
Groia & Company LLPC 2004 - 2005
Heenan Blaikie 2004 - 2004
McCague Borlack 2002 - 2003
Skills
Legal Writing, Legal Research, Securities Regulation, Privacy Law, Corporate Law, Corporate Governance, Social Media, Dispute Resolution, Intellectual Property, Litigation, International Law, Securities Litigation, Alternative Dispute..., Political Campaigns, Class Actions, Legal Advice, Knowledge Management, Civil Litigation, Commercial Litigation, Capital Markets, Information Technology, Content Management, Project Management, Marketing, Corporate Blogging, Writing Skills, Canadian Politics, Political Research, Political Communication, Elections, Web Design, Spanish, French, HTML, PHP, Programming, Social Media Blogging, Social Media Marketing, Social Networking, Improvisational Comedy, Piano, Model United Nations, Canadian History, Policy, Writing
Education
University of Ottawa 2001 — 2002
LL.M., Law & Technology
The University of Western Ontario 1998 — 2001
LL.B., Law
The University of Western Ontario 1996 — 1998
B.A. (Hons), Political Science
Humber College August 2015 - Present
Stikeman Elliott LLP November 2007 - April 2015
Merrill Lynch November 2006 - November 2007
American Express July 2006 - October 2006
Dundee Securities Corporation 2005 - 2006
Groia & Company LLPC 2004 - 2005
Heenan Blaikie 2004 - 2004
McCague Borlack 2002 - 2003
Skills
Legal Writing, Legal Research, Securities Regulation, Privacy Law, Corporate Law, Corporate Governance, Social Media, Dispute Resolution, Intellectual Property, Litigation, International Law, Securities Litigation, Alternative Dispute..., Political Campaigns, Class Actions, Legal Advice, Knowledge Management, Civil Litigation, Commercial Litigation, Capital Markets, Information Technology, Content Management, Project Management, Marketing, Corporate Blogging, Writing Skills, Canadian Politics, Political Research, Political Communication, Elections, Web Design, Spanish, French, HTML, PHP, Programming, Social Media Blogging, Social Media Marketing, Social Networking, Improvisational Comedy, Piano, Model United Nations, Canadian History, Policy, Writing
Education
University of Ottawa 2001 — 2002
LL.M., Law & Technology
The University of Western Ontario 1998 — 2001
LL.B., Law
The University of Western Ontario 1996 — 1998
B.A. (Hons), Political Science
Steven Echenique's Merrill Lynch Experience May 2010 - July 2010
Job Financial Analyst Specializing In Calculating Damages For Litigation
Industry Legal Services
Experience
The Kenrich Group LLC August 2012 - Present
The Kenrich Group LLC May 2011 - August 2011
Merrill Lynch May 2010 - July 2010
Skills
Litigation Consulting, Forensic Accounting, Financial Analysis, Litigation Support, Dispute Resolution, Financial Modeling, Financial Reporting, Microsoft Excel, Accounting, Budgets, Expert Witness
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Economics
The Kenrich Group LLC August 2012 - Present
The Kenrich Group LLC May 2011 - August 2011
Merrill Lynch May 2010 - July 2010
Skills
Litigation Consulting, Forensic Accounting, Financial Analysis, Litigation Support, Dispute Resolution, Financial Modeling, Financial Reporting, Microsoft Excel, Accounting, Budgets, Expert Witness
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Economics
Bryce Parham Bryce Parham's Merrill Lynch Experience May 2011 - June 2011
Job Landman at Pioneer Natural Resources
Industry Oil & Energy
Experience
Pioneer Natural Resources Company July 2013 - Present
Pioneer Natural Resources Company May 2012 - August 2012
EXCO Resources, Inc. July 2011 - August 2011
Merrill Lynch May 2011 - June 2011
Skills
Petroleum, Oil/Gas, Natural Gas, Energy Industry, Upstream
Education
University of Oklahoma 2009 — 2013
Bachelor of Business Administration (B.B.A.), Energy Management
Pioneer Natural Resources Company July 2013 - Present
Pioneer Natural Resources Company May 2012 - August 2012
EXCO Resources, Inc. July 2011 - August 2011
Merrill Lynch May 2011 - June 2011
Skills
Petroleum, Oil/Gas, Natural Gas, Energy Industry, Upstream
Education
University of Oklahoma 2009 — 2013
Bachelor of Business Administration (B.B.A.), Energy Management
Ryan Kaldani's Merrill Lynch Experience September 2010 - December 2010
Job Amplify People
Industry Executive Office
Experience
Prialto September 2014 - Present
Prialto January 2012 - September 2014
Prialto January 2013 - January 2014
Merrill Lynch September 2010 - December 2010
Cortina Systems July 2008 - September 2008
Cortina Systems June 2007 - September 2007
Education
Charles H. Lundquist College of Business 2009 — 2011
Finance Concentration
University of Oregon 2007 — 2011
BS, Business Administration
Los Gatos High 2003 — 2007
Prialto September 2014 - Present
Prialto January 2012 - September 2014
Prialto January 2013 - January 2014
Merrill Lynch September 2010 - December 2010
Cortina Systems July 2008 - September 2008
Cortina Systems June 2007 - September 2007
Education
Charles H. Lundquist College of Business 2009 — 2011
Finance Concentration
University of Oregon 2007 — 2011
BS, Business Administration
Los Gatos High 2003 — 2007
Heather Teague, MLO-1042861's Merrill Lynch Experience 2006 - 2009
Job Academy Mortgage Corporation
Industry Banking
Experience
Academy Mortgage Corporation August 2014 - Present
SIRVA Worldwide November 2013 - March 2014
Pacific Residential Mortgage, LLC. November 2012 - July 2013
Northwest Mortgage Group July 2011 - August 2012
The Mortgage Consulting Group December 2010 - July 2011
Merrill Lynch 2006 - 2009
Right of Way Associates 2002 - 2006
Selectron Technologies, Inc. 2000 - 2002
Talley's Neighborhood Grill 1997 - 2000
Atlas Telcom 1997 - 2000
Skills
Customer Service, Mortgage Lending, Strategic Planning, Marketing, Budgets, Portfolio Management, REO, Financial Analysis, Management, Asset Management, Investments, Loans, Banking, Real Estate, Mortgage Banking, Investors, Refinance, Loan Origination, FHA
Education
ProSchools 2012 — 2012
Mortgage Loan Officer
University of Oregon 1990 — 1994
Bachelor of Arts, Sociology; Business
Lakeridge High School 1987 — 1990
Academy Mortgage Corporation August 2014 - Present
SIRVA Worldwide November 2013 - March 2014
Pacific Residential Mortgage, LLC. November 2012 - July 2013
Northwest Mortgage Group July 2011 - August 2012
The Mortgage Consulting Group December 2010 - July 2011
Merrill Lynch 2006 - 2009
Right of Way Associates 2002 - 2006
Selectron Technologies, Inc. 2000 - 2002
Talley's Neighborhood Grill 1997 - 2000
Atlas Telcom 1997 - 2000
Skills
Customer Service, Mortgage Lending, Strategic Planning, Marketing, Budgets, Portfolio Management, REO, Financial Analysis, Management, Asset Management, Investments, Loans, Banking, Real Estate, Mortgage Banking, Investors, Refinance, Loan Origination, FHA
Education
ProSchools 2012 — 2012
Mortgage Loan Officer
University of Oregon 1990 — 1994
Bachelor of Arts, Sociology; Business
Lakeridge High School 1987 — 1990
Nichole Lewellyn Nichole Lewellyn's Merrill Lynch Experience April 2014 - Present
Job Client Associate
Industry Investment Management
Experience
Merrill Lynch April 2014 - Present
First Tech Federal Credit Union April 2013 - March 2014
First Tech Federal Credit Union November 2009 - April 2013
First Tech Federal Credit Union July 2009 - November 2009
First Tech Federal Credit Union October 2007 - June 2009
First Tech Federal Credit Union Formerly Oregon Metro Federal Credit Union September 2005 - October 2007
First Tech Credit Union December 2006 - September 2007
First Tech Federal Credit Union Formerly Oregon Metro Federal Credit Union May 2001 - September 2005
Skills
Consumer Lending, Loans, Credit Unions, Credit, Banking, Credit Analysis, Financial Analysis, Internet Banking, Business Development, Refinance, Customer Service, Underwriting, Strategic Planning, Driving Results, Coaching, Problem Solving, Loan Origination, Performance Reviews, Small Business, Sales, Lines Of Credit, Credit Cards, Microsoft Excel, Branch Management, Retail Banking, Sales Management, Commercial Lending, Deposits, Marketing, Mortgage Banking, Commercial Banking, Credit Risk, Team Building, Process Improvement, Outlook, Financial Services, Event Planning
Education
University of Oregon - Charles H. Lundquist College of Business 2001 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Merrill Lynch April 2014 - Present
First Tech Federal Credit Union April 2013 - March 2014
First Tech Federal Credit Union November 2009 - April 2013
First Tech Federal Credit Union July 2009 - November 2009
First Tech Federal Credit Union October 2007 - June 2009
First Tech Federal Credit Union Formerly Oregon Metro Federal Credit Union September 2005 - October 2007
First Tech Credit Union December 2006 - September 2007
First Tech Federal Credit Union Formerly Oregon Metro Federal Credit Union May 2001 - September 2005
Skills
Consumer Lending, Loans, Credit Unions, Credit, Banking, Credit Analysis, Financial Analysis, Internet Banking, Business Development, Refinance, Customer Service, Underwriting, Strategic Planning, Driving Results, Coaching, Problem Solving, Loan Origination, Performance Reviews, Small Business, Sales, Lines Of Credit, Credit Cards, Microsoft Excel, Branch Management, Retail Banking, Sales Management, Commercial Lending, Deposits, Marketing, Mortgage Banking, Commercial Banking, Credit Risk, Team Building, Process Improvement, Outlook, Financial Services, Event Planning
Education
University of Oregon - Charles H. Lundquist College of Business 2001 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Christopher Dysinger Christopher Dysinger's Merrill Lynch Experience 1996 - 1998
Job Manager, Retirement Plans North America
Industry Human Resources
Experience
Mondelez International 2012 - Present
Mondelēz International 2010 - 2012
Deloitte Consulting 2006 - 2010
Transamerica 2005 - 2006
PricewaterhouseCoopers 2000 - 2004
PricewaterhouseCoopers 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
Employee Benefits, Management Consulting, Outsourcing, Defined Contribution, Business Strategy, Benefits Administration, Health & Welfare..., Project Management, HR Consulting, Mergers & Acquisitions, CRM, Vendor Management, Management, SAP, ERISA, Retirement Plan..., Program Management, Recruiting, Human Resources, Defined Benefit, Pensions, HRO, Personnel Management, Leadership, Business Planning, Retirement Planning, Benefits Plan Design, Retirement Plans, Defined Contribution..., Compliance, HR Strategy, Consulting, Team Management, Retirement, Performance Management, Deferred Compensation, International HR, Ultipro, Cross-functional Team..., Employee Benefits Design, Large Scale System..., Business Process..., SAP HR, Benefits Design, Strategy, Process Improvement, Change Management, Financial Services
Education
University of Oklahoma - Price College of Business 1991 — 1995
BBA, Economics
Mondelez International 2012 - Present
Mondelēz International 2010 - 2012
Deloitte Consulting 2006 - 2010
Transamerica 2005 - 2006
PricewaterhouseCoopers 2000 - 2004
PricewaterhouseCoopers 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
Employee Benefits, Management Consulting, Outsourcing, Defined Contribution, Business Strategy, Benefits Administration, Health & Welfare..., Project Management, HR Consulting, Mergers & Acquisitions, CRM, Vendor Management, Management, SAP, ERISA, Retirement Plan..., Program Management, Recruiting, Human Resources, Defined Benefit, Pensions, HRO, Personnel Management, Leadership, Business Planning, Retirement Planning, Benefits Plan Design, Retirement Plans, Defined Contribution..., Compliance, HR Strategy, Consulting, Team Management, Retirement, Performance Management, Deferred Compensation, International HR, Ultipro, Cross-functional Team..., Employee Benefits Design, Large Scale System..., Business Process..., SAP HR, Benefits Design, Strategy, Process Improvement, Change Management, Financial Services
Education
University of Oklahoma - Price College of Business 1991 — 1995
BBA, Economics
Marcie Linduff Plumbtree Marcie Linduff Plumbtree's Merrill Lynch Experience March 2013 - July 2014
Job Mass Mutual
Industry Financial Services
Experience
MassMutual Financial Group August 2014 - Present
Merrill Lynch March 2013 - July 2014
Stillwater National Bank November 2000 - March 2013
Education
University of Oklahoma 1998 — 2002
Bachelors of Business Admin, Marketing & Management
Yukon High School 1994 — 1998
MassMutual Financial Group August 2014 - Present
Merrill Lynch March 2013 - July 2014
Stillwater National Bank November 2000 - March 2013
Education
University of Oklahoma 1998 — 2002
Bachelors of Business Admin, Marketing & Management
Yukon High School 1994 — 1998
Chuin Lee Chuin Lee's Merrill Lynch Experience September 2006 - July 2010
Job Managing Director at Bank of America Merrill Lynch
Industry Law Practice
Experience
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch June 2013 - January 2015
Barclays Capital Inc. May 2012 - May 2013
RBS Securities Inc. August 2010 - May 2012
Merrill Lynch September 2006 - July 2010
Shearman and Sterling LLP 1998 - 2006
Skills
Securities Regulation, Securities, Capital Markets, Corporate Governance, Structured Products, Cross-border..., Indices, Investment Advisory, Investment Strategies, Derivatives, Start-ups, Social Entrepreneurship, Women Owned Business
Education
Barrister, Middle Temple Inn of Court (UK) 1995 — 1996
Barrister, Law
University of Nottingham (UK) 1992 — 1995
LLB, Law
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch June 2013 - January 2015
Barclays Capital Inc. May 2012 - May 2013
RBS Securities Inc. August 2010 - May 2012
Merrill Lynch September 2006 - July 2010
Shearman and Sterling LLP 1998 - 2006
Skills
Securities Regulation, Securities, Capital Markets, Corporate Governance, Structured Products, Cross-border..., Indices, Investment Advisory, Investment Strategies, Derivatives, Start-ups, Social Entrepreneurship, Women Owned Business
Education
Barrister, Middle Temple Inn of Court (UK) 1995 — 1996
Barrister, Law
University of Nottingham (UK) 1992 — 1995
LLB, Law
J. Chris Waldeck J. Chris Waldeck's Merrill Lynch Experience 1990 - 1992
Job Financial Advisor/Associate Vice President/Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2008 - Present
H&R Block Financial Advisors 2000 - 2008
Olde Discount Stockbrokers 1992 - 2000
Merrill Lynch 1990 - 1992
Skills
Retirement Planning, Strategic Planning, Leadership, Investments, Finance, Retirement, Estate Planning, Customer Service, Team Building, Management
Education
University of Oklahoma
Journalism
Ameriprise Financial 2008 - Present
H&R Block Financial Advisors 2000 - 2008
Olde Discount Stockbrokers 1992 - 2000
Merrill Lynch 1990 - 1992
Skills
Retirement Planning, Strategic Planning, Leadership, Investments, Finance, Retirement, Estate Planning, Customer Service, Team Building, Management
Education
University of Oklahoma
Journalism
Harish Patel Harish Patel's Merrill Lynch Experience June 1997 - February 2004
Job Vice President, Bank Treasury at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley February 2013 - December 2014
Morgan Stanley February 2009 - January 2013
Morgan Stanley January 2008 - January 2009
Morgan Stanley September 2004 - December 2007
Merrill Lynch June 1997 - February 2004
Ernst & Young September 1992 - June 1997
Skills
Financial Reporting, Treasury, Commodity, FX Options, Analytics, Financial Modeling, Liquidity Risk, Financial Regulation, ICAAP, Pillar III, Product Control, Written & Oral..., Internal Controls, Auditing
Education
University of Oxford 1989 — 1992
BA Hons, Mathematics
Morgan Stanley January 2015 - Present
Morgan Stanley February 2013 - December 2014
Morgan Stanley February 2009 - January 2013
Morgan Stanley January 2008 - January 2009
Morgan Stanley September 2004 - December 2007
Merrill Lynch June 1997 - February 2004
Ernst & Young September 1992 - June 1997
Skills
Financial Reporting, Treasury, Commodity, FX Options, Analytics, Financial Modeling, Liquidity Risk, Financial Regulation, ICAAP, Pillar III, Product Control, Written & Oral..., Internal Controls, Auditing
Education
University of Oxford 1989 — 1992
BA Hons, Mathematics
Mark Gianfalla's Merrill Lynch Experience June 2013 - August 2013
Job Fixed Income Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Indiana Federation of College Republicans May 2014 - May 2015
Vineyard Vines August 2012 - June 2014
Catsimatidis 2013 Campaign June 2013 - August 2013
Merrill Lynch June 2013 - August 2013
The Laurel Hill School 2010 - 2012
YMCA of Long Island 2009 - 2011
Friars Head Golf Course 2008 - 2009
Skills
Spanish, Market Analysis, Options, Microsoft Excel, Microsoft Word, PowerPoint, Client Service Oriented, Organizational..., Fundraising, Communication, Equity Valuation, Foreign Investment, Social Networking, Financial Modeling, Customer Service
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (BBA)
Chaminade High School 2007 — 2011
Morgan Stanley November 2014 - Present
Indiana Federation of College Republicans May 2014 - May 2015
Vineyard Vines August 2012 - June 2014
Catsimatidis 2013 Campaign June 2013 - August 2013
Merrill Lynch June 2013 - August 2013
The Laurel Hill School 2010 - 2012
YMCA of Long Island 2009 - 2011
Friars Head Golf Course 2008 - 2009
Skills
Spanish, Market Analysis, Options, Microsoft Excel, Microsoft Word, PowerPoint, Client Service Oriented, Organizational..., Fundraising, Communication, Equity Valuation, Foreign Investment, Social Networking, Financial Modeling, Customer Service
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (BBA)
Chaminade High School 2007 — 2011
Christopher Kovacs, CFA Christopher Kovacs, CFA's Merrill Lynch Experience August 2009 - April 2010
Job Analyst at Levin Capital Strategies
Industry Investment Management
Experience
Levin Capital Strategies May 2013 - Present
Robert W. Baird & Co. July 2010 - May 2013
Merrill Lynch August 2009 - April 2010
Intel June 2008 - January 2009
University of Oregon Investment Group October 2007 - January 2009
Noble Environmental Power June 2007 - September 2007
Skills
CFA: Passed all three..., Certifications: Series..., Fundamental company..., Valuation methodologies..., Valuation, Investments, Portfolio Management, Strategic Financial..., Securities, Business Strategy, Analysis, Finance, Financial Modeling, Equity Research, Equities, Investment Banking, Series 7, Corporate Finance, Bloomberg
Education
University of Oregon 2005 — 2009
BS, Finance, Economics
Levin Capital Strategies May 2013 - Present
Robert W. Baird & Co. July 2010 - May 2013
Merrill Lynch August 2009 - April 2010
Intel June 2008 - January 2009
University of Oregon Investment Group October 2007 - January 2009
Noble Environmental Power June 2007 - September 2007
Skills
CFA: Passed all three..., Certifications: Series..., Fundamental company..., Valuation methodologies..., Valuation, Investments, Portfolio Management, Strategic Financial..., Securities, Business Strategy, Analysis, Finance, Financial Modeling, Equity Research, Equities, Investment Banking, Series 7, Corporate Finance, Bloomberg
Education
University of Oregon 2005 — 2009
BS, Finance, Economics
CURTIS WOODMAN CURTIS WOODMAN's Merrill Lynch Experience January 1990 - January 1995
Job Jazz Pianist, Composer, Producer
Industry Music
Experience
SunTouch Productions Ltd February 2010 - Present
Inter-Securities, LTD June 2009 - Present
KSP Capital Management LLC June 2004 - May 2009
Presidio Management LLC April 2002 - May 2004
Bankers Trust January 1998 - January 2001
Union Bank of Switzerland January 1995 - December 1997
Merrill Lynch January 1990 - January 1995
Education
University of Oregon 1982 — 1986
B.S., Economics, Finance, English
Berklee College of Music 1978 — 1980
Jazz Piano and Composition
Moses Brown 1976 — 1978
Thatcher School 1974 — 1976
SunTouch Productions Ltd February 2010 - Present
Inter-Securities, LTD June 2009 - Present
KSP Capital Management LLC June 2004 - May 2009
Presidio Management LLC April 2002 - May 2004
Bankers Trust January 1998 - January 2001
Union Bank of Switzerland January 1995 - December 1997
Merrill Lynch January 1990 - January 1995
Education
University of Oregon 1982 — 1986
B.S., Economics, Finance, English
Berklee College of Music 1978 — 1980
Jazz Piano and Composition
Moses Brown 1976 — 1978
Thatcher School 1974 — 1976
Jason-Niles Burch Jason-Niles Burch's Merrill Lynch Experience January 1997 - December 1997
Job Financial Advisor with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2009 - Present
H&R Block Financial Advisors January 1998 - October 2009
Merrill Lynch January 1997 - December 1997
Skills
Investments, Leadership, Portfolio Management, Insurance, Financial Services, Finance, Financial Advisory, Series 7, Customer Service, Retirement Planning, Mutual Funds, Wealth Management
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1996
B.S., Economics
Franklin International University, Switzerland
BA, Business Administration
Ameriprise Financial October 2009 - Present
H&R Block Financial Advisors January 1998 - October 2009
Merrill Lynch January 1997 - December 1997
Skills
Investments, Leadership, Portfolio Management, Insurance, Financial Services, Finance, Financial Advisory, Series 7, Customer Service, Retirement Planning, Mutual Funds, Wealth Management
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1996
B.S., Economics
Franklin International University, Switzerland
BA, Business Administration
Aleksandra Myers's Merrill Lynch Experience June 2015 - Present
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
KCG Americas LLC (fka Knight Capital) March 2011 - June 2015
Credit Agricole CIB October 2007 - March 2011
BNY ConvergEx August 2005 - October 2007
Skills
Trading Systems, Capital Markets, Equity Trading, Business Analysis, Electronic Trading, Securities, Trading Strategies, Risk Management, Financial Markets, Series 24, Series 7, FINRA, Financial Risk, Equities, Options, Investments, Financial Services, Series 63, Fixed Income
Education
University of Oklahoma 2000 — 2004
Bachelor of Science (B.S.), Criminal Law
Merrill Lynch June 2015 - Present
KCG Americas LLC (fka Knight Capital) March 2011 - June 2015
Credit Agricole CIB October 2007 - March 2011
BNY ConvergEx August 2005 - October 2007
Skills
Trading Systems, Capital Markets, Equity Trading, Business Analysis, Electronic Trading, Securities, Trading Strategies, Risk Management, Financial Markets, Series 24, Series 7, FINRA, Financial Risk, Equities, Options, Investments, Financial Services, Series 63, Fixed Income
Education
University of Oklahoma 2000 — 2004
Bachelor of Science (B.S.), Criminal Law
Bryce Page Bryce Page's Merrill Lynch Experience November 2005 - December 2007
Job Director of Refined Products, NGLs, Olefins and Polymers Trading at Barclays
Industry Oil & Energy
Experience
Barclays June 2014 - Present
Barclays September 2011 - June 2014
J.P. Morgan January 2008 - September 2011
Merrill Lynch November 2005 - December 2007
ConocoPhillips January 2001 - November 2005
Education
University of Oklahoma - Price College of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance
Barclays June 2014 - Present
Barclays September 2011 - June 2014
J.P. Morgan January 2008 - September 2011
Merrill Lynch November 2005 - December 2007
ConocoPhillips January 2001 - November 2005
Education
University of Oklahoma - Price College of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance
Thomas Visk's Merrill Lynch Experience June 2011 - August 2011
Job Trading Municipal Markets Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2012 - Present
Notre Dame Learning Resource Center August 2009 - May 2012
Merrill Lynch June 2011 - August 2011
Barclaycard June 2010 - August 2010
Skills
Trading, Investments, Financial Reporting
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelors, Accounting
University of Notre Dame London 2011 — 2011
Bank of America Merrill Lynch July 2012 - Present
Notre Dame Learning Resource Center August 2009 - May 2012
Merrill Lynch June 2011 - August 2011
Barclaycard June 2010 - August 2010
Skills
Trading, Investments, Financial Reporting
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelors, Accounting
University of Notre Dame London 2011 — 2011
Rick Fulton Rick Fulton's Merrill Lynch Experience November 2001 - January 2009
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Merrill Lynch November 2001 - January 2009
Morgan Stanley Smith Barney January 1999 - November 2001
Skills
Investments, Insurance, Financial Advisory, Retirement, Asset Allocation, Finance, Risk Management, Investment Planning, 401(k) Rollovers, Retirement Plan..., Multi-generational..., Tax-efficient Strategies, Estate Investment..., Retirement Savings, Wealth-preservation...
Education
University of Oregon 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
Wells Fargo Advisors January 2009 - Present
Merrill Lynch November 2001 - January 2009
Morgan Stanley Smith Barney January 1999 - November 2001
Skills
Investments, Insurance, Financial Advisory, Retirement, Asset Allocation, Finance, Risk Management, Investment Planning, 401(k) Rollovers, Retirement Plan..., Multi-generational..., Tax-efficient Strategies, Estate Investment..., Retirement Savings, Wealth-preservation...
Education
University of Oregon 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
Brian D. Kraft, CFP®, CRPC® Brian D. Kraft, CFP®, CRPC®'s Merrill Lynch Experience January 1997 - Present
Job Vice President, Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch January 1997 - Present
Education
University of Oklahoma - Price College of Business 1992 — 1996
BBA, Finance & Economics
Putnam City West High School
Merrill Lynch January 1997 - Present
Education
University of Oklahoma - Price College of Business 1992 — 1996
BBA, Finance & Economics
Putnam City West High School
Gregory Rauen Gregory Rauen's Merrill Lynch Experience January 2008 - September 2010
Job Vice President Capital Markets Documentation Manager
Industry Financial Services
Experience
Fifth Third Bank March 2013 - Present
Morgan Stanley September 2010 - January 2013
Merrill Lynch January 2008 - September 2010
Skills
Risk Management, Derivatives, Operations Management, Dodd-Frank, Client Liaison, Process Improvement, Contract Negotiation, Team Management, Equity Derivatives, Middle Office, Commodity Risk..., Foreign Exchange Risk...
Education
University of Notre Dame Law School 2004 — 2007
Juris Doctor
Washington University in St. Louis 2000 — 2004
B.A., Political Science
Fifth Third Bank March 2013 - Present
Morgan Stanley September 2010 - January 2013
Merrill Lynch January 2008 - September 2010
Skills
Risk Management, Derivatives, Operations Management, Dodd-Frank, Client Liaison, Process Improvement, Contract Negotiation, Team Management, Equity Derivatives, Middle Office, Commodity Risk..., Foreign Exchange Risk...
Education
University of Notre Dame Law School 2004 — 2007
Juris Doctor
Washington University in St. Louis 2000 — 2004
B.A., Political Science
Sophie Dubé Sophie Dubé's Merrill Lynch Experience 1996 - 1998
Job Abstract Painter | Art Consultant
Industry Fine Art
Experience
Art-Lease.com 2000 - Present
Dubé Abstract Art Studios 1992 - Present
Avenue Design Group September 2009 - June 2014
Eliquo Training & Development (Ottawa) June 2008 - June 2009
Landor Associates 1999 - 2004
i Design Group January 1998 - December 1998
Merrill Lynch 1996 - 1998
Canadian Trade Office in Taipei August 1995 - July 1996
Office of the Auditor General 1990 - 1995
Skills
Brand Development, Brand Architecture, Corporate Branding, Advertising, Marketing Strategy, Account Management, Strategic Planning, New Business Development, Positioning, Branding & Identity, Strategic Brand..., Brand Implementation, Integrated Marketing, Proposal Writing, Creative Briefs, Report Writing, Abstract Paintings, Fine Art, Contemporary Art, Art Direction, Art Consulting
Education
University of Ottawa / Université d'Ottawa 1985 — 1989
Honors Bachelor of Fine Arts, Painting, History of Art
Art-Lease.com 2000 - Present
Dubé Abstract Art Studios 1992 - Present
Avenue Design Group September 2009 - June 2014
Eliquo Training & Development (Ottawa) June 2008 - June 2009
Landor Associates 1999 - 2004
i Design Group January 1998 - December 1998
Merrill Lynch 1996 - 1998
Canadian Trade Office in Taipei August 1995 - July 1996
Office of the Auditor General 1990 - 1995
Skills
Brand Development, Brand Architecture, Corporate Branding, Advertising, Marketing Strategy, Account Management, Strategic Planning, New Business Development, Positioning, Branding & Identity, Strategic Brand..., Brand Implementation, Integrated Marketing, Proposal Writing, Creative Briefs, Report Writing, Abstract Paintings, Fine Art, Contemporary Art, Art Direction, Art Consulting
Education
University of Ottawa / Université d'Ottawa 1985 — 1989
Honors Bachelor of Fine Arts, Painting, History of Art
Craig Love Craig Love's Merrill Lynch Experience 1999 - 2002
Job President and Chief Compliance Officer at Fulcrum Equity Management, LLC
Industry Financial Services
Experience
Fulcrum Equity Management November 2011 - Present
Williams Financial Group February 2009 - January 2012
BBVA Compass Wealth Management 2005 - 2009
UBS Financial Services 2002 - 2005
Merrill Lynch 1999 - 2002
Skills
Portfolio Management, Investments, Investment Advisory, Series 7, Wealth Management, Investment Management, Equities, Banking, Series 63, Alternative Investments, Mutual Funds, Asset Management, Retirement Planning, Financial Advisory, Securities, Risk Management, Asset Allocation, Strategic Financial..., Finance, FINRA, Series 24, Investment Strategies, Retirement, Uniform Combined State..., Financial Planning
Education
University of Oklahoma - Price College of Business 1986 — 1989
Bachelor's Degree, Finance, General
Fulcrum Equity Management November 2011 - Present
Williams Financial Group February 2009 - January 2012
BBVA Compass Wealth Management 2005 - 2009
UBS Financial Services 2002 - 2005
Merrill Lynch 1999 - 2002
Skills
Portfolio Management, Investments, Investment Advisory, Series 7, Wealth Management, Investment Management, Equities, Banking, Series 63, Alternative Investments, Mutual Funds, Asset Management, Retirement Planning, Financial Advisory, Securities, Risk Management, Asset Allocation, Strategic Financial..., Finance, FINRA, Series 24, Investment Strategies, Retirement, Uniform Combined State..., Financial Planning
Education
University of Oklahoma - Price College of Business 1986 — 1989
Bachelor's Degree, Finance, General
Curt Wilson Curt Wilson's Merrill Lynch Experience 1999 - 2005
Job Owner, Summit Investment Group, LLC
Industry Financial Services
Experience
Summit Investment Group, LLC January 2005 - Present
Merrill Lynch 1999 - 2005
Morgan Stanley 1988 - 1999
Skills
Retirement Planning, Investments, Estate Planning, Investment Advisory, Investment Strategies, Trusts, Financial Advisory, Finance, Securities, Alternative Investments, Insurance, Wealth Management, Mutual Funds, Strategic Financial..., Financial Services, Long-term Care, Retirement, Fixed Annuities, Financial Planners, Investment Management, Equities, Income planning, Fixed Income, Income Protection, Series 7, Wealth, Series 63, Asset Management, Asset Allocation, Portfolio Management, FINRA, Strategic Planning, Financial Analysis, Risk Management, Financial Planning
Education
University of Oklahoma 1973 — 1977
BBA, Petroleum Land Management
Summit Investment Group, LLC January 2005 - Present
Merrill Lynch 1999 - 2005
Morgan Stanley 1988 - 1999
Skills
Retirement Planning, Investments, Estate Planning, Investment Advisory, Investment Strategies, Trusts, Financial Advisory, Finance, Securities, Alternative Investments, Insurance, Wealth Management, Mutual Funds, Strategic Financial..., Financial Services, Long-term Care, Retirement, Fixed Annuities, Financial Planners, Investment Management, Equities, Income planning, Fixed Income, Income Protection, Series 7, Wealth, Series 63, Asset Management, Asset Allocation, Portfolio Management, FINRA, Strategic Planning, Financial Analysis, Risk Management, Financial Planning
Education
University of Oklahoma 1973 — 1977
BBA, Petroleum Land Management
Paul Vermilya Paul Vermilya's Merrill Lynch Experience 1982 - 1989
Job Owner, Compass Investment Advisers LLC
Industry Investment Management
Experience
Compass Investment Advisers LLC June 2004 - Present
Western Pacific Investment Advisers January 1998 - February 2003
Charles Schwab January 1994 - January 1998
First Interstate Bank of Oregon 1990 - 1993
Merrill Lynch 1982 - 1989
Skills
Investments, Portfolio Management, Strategic Financial..., Asset Management, Retirement Planning, Asset Allocation, Investment Strategies, Investment Advisory, Wealth Management, Private Equity, Equities, Mutual Funds, Financial Analysis, Valuation, Marketing, Securities, Fixed Income
Education
University of Oregon - Charles H. Lundquist College of Business 1977 — 1982
B.S., Finance
Compass Investment Advisers LLC June 2004 - Present
Western Pacific Investment Advisers January 1998 - February 2003
Charles Schwab January 1994 - January 1998
First Interstate Bank of Oregon 1990 - 1993
Merrill Lynch 1982 - 1989
Skills
Investments, Portfolio Management, Strategic Financial..., Asset Management, Retirement Planning, Asset Allocation, Investment Strategies, Investment Advisory, Wealth Management, Private Equity, Equities, Mutual Funds, Financial Analysis, Valuation, Marketing, Securities, Fixed Income
Education
University of Oregon - Charles H. Lundquist College of Business 1977 — 1982
B.S., Finance
Cynthia Chandler Cynthia Chandler's Merrill Lynch Experience April 1985 - December 1987
Job Strategic Business Development Director l Sales Leadership l Client Relationship Expert
Industry Financial Services
Experience
PricewaterhouseCoopers LLP 2012 - Present
Citi 2007 - 2011
JPMorganChase 1988 - 2007
Merrill Lynch April 1985 - December 1987
Skills
Financial Services, Securities, Global Custody, Banking, Relationship Management, Mutual Funds, Asset Management, Strategy, Management, CRM, Capital Markets, Business Development, Outsourcing, Marketing, Cash Management, Fixed Income, Alternative Investments, Asset Managment, Financial Markets, Securities Lending, Communicator, sales strategic..., hunter and farmer..., team..., global team interaction..., coaching, strong verbal/written..., Coaching, Risk Management, Finance, Leadership, Consulting, Investments, Analysis
Education
University of Oklahoma 1970 — 1974
Bachelor of Science, Communications, Advertising
PricewaterhouseCoopers LLP 2012 - Present
Citi 2007 - 2011
JPMorganChase 1988 - 2007
Merrill Lynch April 1985 - December 1987
Skills
Financial Services, Securities, Global Custody, Banking, Relationship Management, Mutual Funds, Asset Management, Strategy, Management, CRM, Capital Markets, Business Development, Outsourcing, Marketing, Cash Management, Fixed Income, Alternative Investments, Asset Managment, Financial Markets, Securities Lending, Communicator, sales strategic..., hunter and farmer..., team..., global team interaction..., coaching, strong verbal/written..., Coaching, Risk Management, Finance, Leadership, Consulting, Investments, Analysis
Education
University of Oklahoma 1970 — 1974
Bachelor of Science, Communications, Advertising
Rita Wright Oujesky Rita Wright Oujesky's Merrill Lynch Experience 1991 - 2003
Job Vice President at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates May 2009 - Present
UBS 2003 - 2009
Merrill Lynch 1991 - 2003
Skills
Retirement Planning, Asset Allocation, Investment Advisory, Mutual Funds, Wealth Management, Investments, Retirement, Financial Planning, Securities, Investment Strategies, Series 7, Series 63
Education
University of Oklahoma 1979 — 1985
Bachelor's Degree, Petroleum Land Management
Raymond James & Associates May 2009 - Present
UBS 2003 - 2009
Merrill Lynch 1991 - 2003
Skills
Retirement Planning, Asset Allocation, Investment Advisory, Mutual Funds, Wealth Management, Investments, Retirement, Financial Planning, Securities, Investment Strategies, Series 7, Series 63
Education
University of Oklahoma 1979 — 1985
Bachelor's Degree, Petroleum Land Management
James Toepel James Toepel's Merrill Lynch Experience April 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Skills
Investments, Retirement Planning, College Education..., Insurance, Mortgage Lending, Commercial Lending, Investment Advisory
Education
University of Washington 2005 — 2007
Bachelor of Arts (B.A.)
University of Oregon 2004 — 2005
Merrill Lynch April 2012 - Present
Skills
Investments, Retirement Planning, College Education..., Insurance, Mortgage Lending, Commercial Lending, Investment Advisory
Education
University of Washington 2005 — 2007
Bachelor of Arts (B.A.)
University of Oregon 2004 — 2005
Parker Neal Parker Neal's Merrill Lynch Experience May 2000 - August 2000
Job Regional Land Manager at LeNorman Operating, LLC
Industry Oil & Energy
Experience
LeNorman Operating, LLC February 2013 - Present
SandRidge November 2006 - January 2013
Anadarko Petroleum May 2003 - October 2006
Duke Energy May 2002 - August 2002
Merrill Lynch May 2000 - August 2000
Skills
Natural Gas, Real Estate, Gas, Mineral Rights, Titles, Energy, Oil & Gas Industry, Energy Industry, Petroleum, Title Opinions, Oil/Gas, Minerals, Microsoft Excel, Division Orders, Upstream, Seismology, Onshore, Pipelines, Drilling
Education
Consortium Universities, Paderno del Grappa 2001 — 2001
BA, International Finace, Global Entrepreneurship
University of Oklahoma - Price College of Business
LeNorman Operating, LLC February 2013 - Present
SandRidge November 2006 - January 2013
Anadarko Petroleum May 2003 - October 2006
Duke Energy May 2002 - August 2002
Merrill Lynch May 2000 - August 2000
Skills
Natural Gas, Real Estate, Gas, Mineral Rights, Titles, Energy, Oil & Gas Industry, Energy Industry, Petroleum, Title Opinions, Oil/Gas, Minerals, Microsoft Excel, Division Orders, Upstream, Seismology, Onshore, Pipelines, Drilling
Education
Consortium Universities, Paderno del Grappa 2001 — 2001
BA, International Finace, Global Entrepreneurship
University of Oklahoma - Price College of Business
Henry Hewitt Henry Hewitt's Merrill Lynch Experience January 1985 - January 1993
Job Renewable energy expert & Investment strategist
Industry Renewables & Environment
Experience
ThermalEdison.org January 2009 - Present
Thousand Suns Energy June 2005 - August 2009
GreenField Steam & Electric December 2007 - April 2009
Light Index Investment Company June 2005 - June 2008
Light Index Investment Company January 1997 - January 2005
Merrill Lynch January 1985 - January 1993
Bush School December 1983 - June 1984
Solar Steam Inc January 1979 - January 1983
Skills
Renewable Energy, Energy, Solar Energy, Business Strategy, Start-ups, Entrepreneurship, Strategic Planning, Management, Business Planning, Business Development, Mergers & Acquisitions, Strategy
Education
University of Oxford 1976 — 1978
BA/MA, Jurisprudence
University of Washington 1971 — 1975
BA, Latin
Charles Wright Academy
ThermalEdison.org January 2009 - Present
Thousand Suns Energy June 2005 - August 2009
GreenField Steam & Electric December 2007 - April 2009
Light Index Investment Company June 2005 - June 2008
Light Index Investment Company January 1997 - January 2005
Merrill Lynch January 1985 - January 1993
Bush School December 1983 - June 1984
Solar Steam Inc January 1979 - January 1983
Skills
Renewable Energy, Energy, Solar Energy, Business Strategy, Start-ups, Entrepreneurship, Strategic Planning, Management, Business Planning, Business Development, Mergers & Acquisitions, Strategy
Education
University of Oxford 1976 — 1978
BA/MA, Jurisprudence
University of Washington 1971 — 1975
BA, Latin
Charles Wright Academy
Siva Cherla's Merrill Lynch Experience June 1999 - May 2005
Job Chief Financial Officer. Brainhunter Systems Ltd
Industry Financial Services
Experience
Brainhunter February 2010 - Present
Brainhunter July 2009 - February 2010
Brainhunter December 2005 - February 2010
Merrill Lynch June 1999 - May 2005
Dell Canada July 1996 - May 1999
Canon Canada January 1991 - June 1996
Digital Equipment Corporation 1987 - 1991
Skills
Budgets, Mergers, Corporate Finance, Strategic Planning, Management Consulting, Mergers & Acquisitions, Business Intelligence, Risk Management, Management, HR Adminstration, Communication Skills, Investor Relations, Treasury Management, Financial Modeling, Accounting, Forecasting, Analysis, Auditing, Executive Management, Strategic Financial..., Human Resources, Financial Planning
Education
University of Ottawa / Université d'Ottawa 1981 — 1985
MBA, Major in Finance & Accounting
University of Agra
Master of Commerce, Accounting
Brainhunter February 2010 - Present
Brainhunter July 2009 - February 2010
Brainhunter December 2005 - February 2010
Merrill Lynch June 1999 - May 2005
Dell Canada July 1996 - May 1999
Canon Canada January 1991 - June 1996
Digital Equipment Corporation 1987 - 1991
Skills
Budgets, Mergers, Corporate Finance, Strategic Planning, Management Consulting, Mergers & Acquisitions, Business Intelligence, Risk Management, Management, HR Adminstration, Communication Skills, Investor Relations, Treasury Management, Financial Modeling, Accounting, Forecasting, Analysis, Auditing, Executive Management, Strategic Financial..., Human Resources, Financial Planning
Education
University of Ottawa / Université d'Ottawa 1981 — 1985
MBA, Major in Finance & Accounting
University of Agra
Master of Commerce, Accounting
Polly Lauser Polly Lauser's Merrill Lynch Experience September 1978 - August 1996
Job Docent & Gallery Attendant at Portland Japanese Garden
Industry Museums and Institutions
Experience
Portland Japanese Garden 2009 - Present
Legacy Salmon Creek Medical Center 2008 - Present
Wedgewood Homes, Inc. November 1995 - December 2009
Merrill Lynch September 1978 - August 1996
Skills
Non-profits, Event Planning, Teaching, Fundraising, Research, Photoshop, InDesign, Nonprofits, Public Speaking, Customer Service, Adobe Creative Suite, Art, Editing, Event Management, Grant Writing, Social Media, Social Media Marketing
Education
University of Oregon 1972 — 1977
Biology
Portland Japanese Garden 2009 - Present
Legacy Salmon Creek Medical Center 2008 - Present
Wedgewood Homes, Inc. November 1995 - December 2009
Merrill Lynch September 1978 - August 1996
Skills
Non-profits, Event Planning, Teaching, Fundraising, Research, Photoshop, InDesign, Nonprofits, Public Speaking, Customer Service, Adobe Creative Suite, Art, Editing, Event Management, Grant Writing, Social Media, Social Media Marketing
Education
University of Oregon 1972 — 1977
Biology
Mo Anderson's Merrill Lynch Experience 1986 - 1989
Job CoOwner / Vice Chairman of Keller Williams Realty and author of 'A Joy Filled Life' @ MoMentorship.com
Industry Real Estate
Experience
Keller Williams Realty, Inc. 2005 - Present
Keller Williams Realty, Inc. 1995 - 2002
Merrill Lynch 1986 - 1989
CENTURY 21® 1975 - 1986
Skills
Inspiration, Leadership, Real Estate, Charitable Giving, Sales, Sellers, Changing Lives, Residential Homes, Single Family Homes, Mentoring, REO, Referrals, Team Leadership, First Time Home Buyers, Investment Properties
Education
University of Oklahoma 1956 — 1959
Bachelor of Science (B.S.), Eductaion
Keller Williams Realty, Inc. 2005 - Present
Keller Williams Realty, Inc. 1995 - 2002
Merrill Lynch 1986 - 1989
CENTURY 21® 1975 - 1986
Skills
Inspiration, Leadership, Real Estate, Charitable Giving, Sales, Sellers, Changing Lives, Residential Homes, Single Family Homes, Mentoring, REO, Referrals, Team Leadership, First Time Home Buyers, Investment Properties
Education
University of Oklahoma 1956 — 1959
Bachelor of Science (B.S.), Eductaion
Andrew Simms Andrew Simms's Merrill Lynch Experience September 2014 - Present
Job Client Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch February 2014 - September 2014
Merrill Lynch March 2013 - February 2014
Merrill Lynch December 2006 - March 2013
TD Ameritrade March 2006 - December 2006
Ameriprise Financial Advisors August 2005 - March 2006
Skills
Financial Modeling, Portfolio Management, Series 7, Leadership, Equities, Fixed Income, Wealth Management, Management, Mutual Funds, Investment Strategies, Asset Allocation
Education
University of Oklahoma 2001 — 2005
Psychology
Merrill Lynch September 2014 - Present
Merrill Lynch February 2014 - September 2014
Merrill Lynch March 2013 - February 2014
Merrill Lynch December 2006 - March 2013
TD Ameritrade March 2006 - December 2006
Ameriprise Financial Advisors August 2005 - March 2006
Skills
Financial Modeling, Portfolio Management, Series 7, Leadership, Equities, Fixed Income, Wealth Management, Management, Mutual Funds, Investment Strategies, Asset Allocation
Education
University of Oklahoma 2001 — 2005
Psychology
Terry Cook, CFP, CIMA Terry Cook, CFP, CIMA's Merrill Lynch Experience May 1993 - July 2002
Job Managing Director Wealth Management, Private Wealth Advisor at UBS
Industry Financial Services
Experience
UBS July 2002 - Present
Big Brothers Big Sisters of Puget Sound February 2012 - Present
Merrill Lynch May 1993 - July 2002
Skills
Investments, Wealth Management, Asset Allocation, Asset Management, Series 7, Investment Strategies
Education
University of Oregon 1988 — 1991
BA, Economics
University of Oregon
Economics
UBS July 2002 - Present
Big Brothers Big Sisters of Puget Sound February 2012 - Present
Merrill Lynch May 1993 - July 2002
Skills
Investments, Wealth Management, Asset Allocation, Asset Management, Series 7, Investment Strategies
Education
University of Oregon 1988 — 1991
BA, Economics
University of Oregon
Economics
Brent Johnson Brent Johnson's Merrill Lynch Experience 2000 - 2000
Job Owner/Financial Advisor at Johnson Advisors Inc, LLC Safe Money/401K Rollover/Retirement Specialist
Industry Financial Services
Experience
Johnson Advisors Inc, LLC January 2009 - Present
Acorn Financial Group February 2008 - January 2009
Family Heritage February 2002 - February 2007
Merrill Lynch 2000 - 2000
Southwestern Company 1995 - 1997
Skills
Insurance, Retirement, Annuities, IRA's, Financial Advisory, Public Speaking, Retirement Income..., Safe Money, Whole Life, Term Life Insurance, Indexed Universal Life, 401k Rollovers, Sales Management..., Direct Sales, Out of the Box Thinker..., Fixed Annuities, inflation-indexed bond, IRAs, Money, Sales, Small Business, Life Insurance, Investments, Retirement Planning, Selling, Leadership, Long-term Care, Financial Planners, Critical Illness, Health Insurance, Disability Insurance, Employee Benefits, Universal Life, Long Term Care Insurance, Estate Planning, 401k, Wealth, Wealth Management..., Strategic Financial..., Roth IRA, Finance, Wealth Accumulation, Financial Services, Investment Advisory, Wealth Management, Income Protection, Key Person Insurance, Retirement Savings, Financial Planning
Education
University of Oklahoma - Price College of Business 1994 — 1999
BA, Finance, Marketing
Union High School
Johnson Advisors Inc, LLC January 2009 - Present
Acorn Financial Group February 2008 - January 2009
Family Heritage February 2002 - February 2007
Merrill Lynch 2000 - 2000
Southwestern Company 1995 - 1997
Skills
Insurance, Retirement, Annuities, IRA's, Financial Advisory, Public Speaking, Retirement Income..., Safe Money, Whole Life, Term Life Insurance, Indexed Universal Life, 401k Rollovers, Sales Management..., Direct Sales, Out of the Box Thinker..., Fixed Annuities, inflation-indexed bond, IRAs, Money, Sales, Small Business, Life Insurance, Investments, Retirement Planning, Selling, Leadership, Long-term Care, Financial Planners, Critical Illness, Health Insurance, Disability Insurance, Employee Benefits, Universal Life, Long Term Care Insurance, Estate Planning, 401k, Wealth, Wealth Management..., Strategic Financial..., Roth IRA, Finance, Wealth Accumulation, Financial Services, Investment Advisory, Wealth Management, Income Protection, Key Person Insurance, Retirement Savings, Financial Planning
Education
University of Oklahoma - Price College of Business 1994 — 1999
BA, Finance, Marketing
Union High School
Amy Gussin's Merrill Lynch Experience 2003 - 2004
Job TPG Capital BD LLC (Brookland Capital Strategies)
Industry Financial Services
Experience
TPG Capital (Brookland Capital Strategies) March 2014 - Present
Credit suisse May 2005 - March 2014
UBS 2004 - 2005
Merrill Lynch 2003 - 2004
American Express May 2002 - September 2002
Skills
Due Diligence, Financial Analysis, Financial Modeling, Bloomberg, Corporate Finance, Derivatives, Investment Banking, Fixed Income, Mergers & Acquisitions, Alternative Investments, Structured Finance, Financial Structuring, Asset Management, Credit Risk, Portfolio Management, Equity Research, Private Equity
Education
University of Oxford
Masters of Science, Management Studies, Social Anthropology.
University of Southern California
bachelors of art and science, Economics, International Relations (Double Major)
TPG Capital (Brookland Capital Strategies) March 2014 - Present
Credit suisse May 2005 - March 2014
UBS 2004 - 2005
Merrill Lynch 2003 - 2004
American Express May 2002 - September 2002
Skills
Due Diligence, Financial Analysis, Financial Modeling, Bloomberg, Corporate Finance, Derivatives, Investment Banking, Fixed Income, Mergers & Acquisitions, Alternative Investments, Structured Finance, Financial Structuring, Asset Management, Credit Risk, Portfolio Management, Equity Research, Private Equity
Education
University of Oxford
Masters of Science, Management Studies, Social Anthropology.
University of Southern California
bachelors of art and science, Economics, International Relations (Double Major)
Drew Knox Drew Knox's Merrill Lynch Experience May 2014 - Present
Job Wealth and Investment Management Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch May 2014 - Present
Siren, LLC January 2014 - Present
Interfraternity Executive Council November 2012 - November 2013
Olympia Media Group - The Odyssey at the University of Oklahoma June 2012 - June 2013
MRY April 2013 - May 2013
Integrated Business Core - Sooner Portfolio Company - Michael F. Price College of Business August 2012 - December 2012
Interfraternity Executive Council November 2011 - November 2012
Oklahoma City Thunder April 2012 - July 2012
Student Congress - University of Oklahoma Student Government Association November 2010 - November 2011
Skills
Leadership, Marketing, Advertising, Wealth Management, Investment Management, Sales, Public Speaking, Microsoft Office, Sponsorship, Market Research, Networking, Social Networking, Recruiting, Team Leadership, Social Media, Team Management, Account Management, Equity Trading
Education
University of Oklahoma 2010 — 2014
Bachelor of Business Administration (BBA), Entrepreneurship and Venture Management, 3.79 / 4.0
Merrill Lynch May 2014 - Present
Siren, LLC January 2014 - Present
Interfraternity Executive Council November 2012 - November 2013
Olympia Media Group - The Odyssey at the University of Oklahoma June 2012 - June 2013
MRY April 2013 - May 2013
Integrated Business Core - Sooner Portfolio Company - Michael F. Price College of Business August 2012 - December 2012
Interfraternity Executive Council November 2011 - November 2012
Oklahoma City Thunder April 2012 - July 2012
Student Congress - University of Oklahoma Student Government Association November 2010 - November 2011
Skills
Leadership, Marketing, Advertising, Wealth Management, Investment Management, Sales, Public Speaking, Microsoft Office, Sponsorship, Market Research, Networking, Social Networking, Recruiting, Team Leadership, Social Media, Team Management, Account Management, Equity Trading
Education
University of Oklahoma 2010 — 2014
Bachelor of Business Administration (BBA), Entrepreneurship and Venture Management, 3.79 / 4.0
Tim Woolford's Merrill Lynch Experience June 2010 - October 2013
Job Senior Technical Product Marketing Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft August 2015 - Present
Intergen November 2013 - August 2015
Merrill Lynch June 2010 - October 2013
Hong Kong and Shanghai Banking Corporation October 2007 - May 2010
Genesis Energy November 2004 - October 2007
Skills
Financial Analysis, Business Strategy, Relationship Management, Strategic Planning, Analysis, Business Analysis, Market Research, Marketing Strategy, Data Analysis, Business Planning, Project Management, Marketing, Change Management, Team Leadership, Business Development, Financial Modeling
Education
University of Otago 2002 — 2004
Bachelor of Commerce (B.Com.), Marketing and Management
Microsoft August 2015 - Present
Intergen November 2013 - August 2015
Merrill Lynch June 2010 - October 2013
Hong Kong and Shanghai Banking Corporation October 2007 - May 2010
Genesis Energy November 2004 - October 2007
Skills
Financial Analysis, Business Strategy, Relationship Management, Strategic Planning, Analysis, Business Analysis, Market Research, Marketing Strategy, Data Analysis, Business Planning, Project Management, Marketing, Change Management, Team Leadership, Business Development, Financial Modeling
Education
University of Otago 2002 — 2004
Bachelor of Commerce (B.Com.), Marketing and Management
Alice Dahlgren Alice Dahlgren's Merrill Lynch Experience August 1989 - January 1990
Job Realtor at RE/MAX First
Industry Real Estate
Experience
Re/Max First January 1990 - Present
Merrill Lynch August 1989 - January 1990
Builder's Marketing Association January 1989 - August 1989
Skills
Residential Homes, New Home Sales, Luxury, Sellers, Investors, Real Estate, Listings, Real Estate Transactions, Relocation, Selling, First Time Home Buyers, Referrals, Single Family Homes, Buyer Representation, REO, Short Sales, Property Management, Foreclosures, Investment Properties, ABR
Education
University of Oklahoma 1965 — 1969
Bachelors of Science, Home Economics
Re/Max First January 1990 - Present
Merrill Lynch August 1989 - January 1990
Builder's Marketing Association January 1989 - August 1989
Skills
Residential Homes, New Home Sales, Luxury, Sellers, Investors, Real Estate, Listings, Real Estate Transactions, Relocation, Selling, First Time Home Buyers, Referrals, Single Family Homes, Buyer Representation, REO, Short Sales, Property Management, Foreclosures, Investment Properties, ABR
Education
University of Oklahoma 1965 — 1969
Bachelors of Science, Home Economics
Carson Cook's Merrill Lynch Experience June 2008 - August 2008
Job Sales and Marketing Manager at Digital Barista
Industry Restaurants
Experience
Digital Barista, Inc. June 2014 - Present
The Old Spaghetti Factory March 2013 - May 2014
The Old Spaghetti Factory June 2011 - March 2013
Jonestown elementary July 2009 - May 2011
Teach for America March 2009 - May 2011
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Event Planning, Marketing, Customer Service, Data Analysis, Research, Outlook, Market Research, Leadership, Social Media, Training, Social Media Marketing
Education
University of Oregon - Charles H. Lundquist College of Business 2015 — 2017
Master's degree, Sports Product Management
University of San Diego 2005 — 2009
BBA, Business Administration
Digital Barista, Inc. June 2014 - Present
The Old Spaghetti Factory March 2013 - May 2014
The Old Spaghetti Factory June 2011 - March 2013
Jonestown elementary July 2009 - May 2011
Teach for America March 2009 - May 2011
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Event Planning, Marketing, Customer Service, Data Analysis, Research, Outlook, Market Research, Leadership, Social Media, Training, Social Media Marketing
Education
University of Oregon - Charles H. Lundquist College of Business 2015 — 2017
Master's degree, Sports Product Management
University of San Diego 2005 — 2009
BBA, Business Administration
Hayley Britt Hayley Britt's Merrill Lynch Experience February 2012 - June 2012
Job Sr. Account Executive at Intercom
Industry Marketing and Advertising
Experience
Intercom January 2015 - Present
Amazon June 2013 - April 2014
University of Oregon September 2011 - June 2013
Zipcar September 2012 - December 2012
Nike June 2012 - December 2012
Merrill Lynch February 2012 - June 2012
HappyToyMachine 2011 - 2012
Skills
Social Media, Social Networking, Social Media Marketing, Blogging, PowerPoint, Digital Marketing, Facebook, Marketing, Event Planning, Advertising, Microsoft Office, Teamwork, Marketing Communications
Education
University of Oregon 2009 — 2013
Bachelor of Arts, Business Administration
University of Oregon 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
Intercom January 2015 - Present
Amazon June 2013 - April 2014
University of Oregon September 2011 - June 2013
Zipcar September 2012 - December 2012
Nike June 2012 - December 2012
Merrill Lynch February 2012 - June 2012
HappyToyMachine 2011 - 2012
Skills
Social Media, Social Networking, Social Media Marketing, Blogging, PowerPoint, Digital Marketing, Facebook, Marketing, Event Planning, Advertising, Microsoft Office, Teamwork, Marketing Communications
Education
University of Oregon 2009 — 2013
Bachelor of Arts, Business Administration
University of Oregon 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
Tenzing Atsentsang Tenzing Atsentsang's Merrill Lynch Experience February 2013 - June 2013
Job Aspiring Philanthropist + Entrepreneur At Heart
Industry Investment Management
Experience
Chartwell Financial Advisory, Inc. July 2014 - August 2015
Namgyal Institute of Tibetology November 2013 - March 2014
Merrill Lynch February 2013 - June 2013
Yamada Language Center September 2010 - May 2013
Green Gables Design and Restoration June 2009 - December 2009
Skills
Microsoft Office, Bloomberg, Financial Modeling, Economics, PowerPoint, Project Management, Microsoft Excel, Portfolio Management, Valuation, Investments, Options, Risk Arbitrage, Analysis, Finance, Cross-cultural, Teamwork, Public Speaking, Social Media, Social Networking
Education
University of Oregon 2010 — 2014
Bachelor of Science (BS), Finance and International Business
Welingkar Institute of Management 2013 — 2013
Certificate in International Business and Indian Culture, International Business
Chartwell Financial Advisory, Inc. July 2014 - August 2015
Namgyal Institute of Tibetology November 2013 - March 2014
Merrill Lynch February 2013 - June 2013
Yamada Language Center September 2010 - May 2013
Green Gables Design and Restoration June 2009 - December 2009
Skills
Microsoft Office, Bloomberg, Financial Modeling, Economics, PowerPoint, Project Management, Microsoft Excel, Portfolio Management, Valuation, Investments, Options, Risk Arbitrage, Analysis, Finance, Cross-cultural, Teamwork, Public Speaking, Social Media, Social Networking
Education
University of Oregon 2010 — 2014
Bachelor of Science (BS), Finance and International Business
Welingkar Institute of Management 2013 — 2013
Certificate in International Business and Indian Culture, International Business
Bryan Burke Bryan Burke's Merrill Lynch Experience September 1995 - December 2001
Job Senior Vice President at Federated Investors
Industry Financial Services
Experience
Federated Investors January 2002 - Present
Merrill Lynch September 1995 - December 2001
Sigma Phi Epsilon June 1994 - June 1995
Skills
Mutual Funds, Wealth Management, Portfolio Management, Asset Allocation, Series 63, Series 7, Investments, 401k, Strategic Financial..., Equities, Hedge Funds, Retirement Planning, Retirement, Securities, Alternative Investments
Education
University of Oklahoma 1990 — 1994
Business, Accounting
Federated Investors January 2002 - Present
Merrill Lynch September 1995 - December 2001
Sigma Phi Epsilon June 1994 - June 1995
Skills
Mutual Funds, Wealth Management, Portfolio Management, Asset Allocation, Series 63, Series 7, Investments, 401k, Strategic Financial..., Equities, Hedge Funds, Retirement Planning, Retirement, Securities, Alternative Investments
Education
University of Oklahoma 1990 — 1994
Business, Accounting
Matt Mehigan Matt Mehigan's Merrill Lynch Experience June 2015 - September 2015
Job Economics Student at University of Oregon
Industry Financial Services
Experience
Merrill Lynch June 2015 - September 2015
Maher's Pub June 2014 - September 2014
Fresh Market Cafe September 2013 - January 2014
TMC, Inc. (Corporate Real Estate) June 2012 - September 2013
Skills
Customer Service, Finance, Portfolio Management, Economic Policy, Leadership, Strategic Planning, Research, Public Speaking, Market Research, Financial Analysis, Microsoft Excel
Education
University of Oregon 2013 — 2017
Bachelor’s Degree, Economics
Jesuit High School 2009 — 2013
Merrill Lynch June 2015 - September 2015
Maher's Pub June 2014 - September 2014
Fresh Market Cafe September 2013 - January 2014
TMC, Inc. (Corporate Real Estate) June 2012 - September 2013
Skills
Customer Service, Finance, Portfolio Management, Economic Policy, Leadership, Strategic Planning, Research, Public Speaking, Market Research, Financial Analysis, Microsoft Excel
Education
University of Oregon 2013 — 2017
Bachelor’s Degree, Economics
Jesuit High School 2009 — 2013
Dan Bruner's Merrill Lynch Experience May 2015 - Present
Job Financial Advisor with Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Park Church January 2008 - May 2015
Skills
Non-profits, Volunteer Management, Project Management, Graphic Design, Marketing, Leadership, Social Media, Strategic Planning, Teaching, Leadership Development, Event Planning, Fundraising, Nonprofits, Event Management, Program Development, Social Media Marketing, Public Relations
Education
University of Oklahoma 1996 — 2001
Bachelor's degree
Edmond Memorial High School 1992 — 1996
Merrill Lynch May 2015 - Present
Park Church January 2008 - May 2015
Skills
Non-profits, Volunteer Management, Project Management, Graphic Design, Marketing, Leadership, Social Media, Strategic Planning, Teaching, Leadership Development, Event Planning, Fundraising, Nonprofits, Event Management, Program Development, Social Media Marketing, Public Relations
Education
University of Oklahoma 1996 — 2001
Bachelor's degree
Edmond Memorial High School 1992 — 1996
Jesse Coffee's Merrill Lynch Experience June 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
COUNTRY ® Financial 2012 - Present
CHUNGDAHM Learning August 2013 - December 2014
Lane County March 2011 - January 2012
Skills
Life Insurance
Education
University of Oregon
BS, Economics
Merrill Lynch June 2015 - Present
COUNTRY ® Financial 2012 - Present
CHUNGDAHM Learning August 2013 - December 2014
Lane County March 2011 - January 2012
Skills
Life Insurance
Education
University of Oregon
BS, Economics
Brent Barton Brent Barton's Merrill Lynch Experience 1987 - 1994
Job Executive Vice PresidentMBD Services
Industry Financial Services
Experience
Emerson Equity October 2013 - Present
Williams Financial Group 2002 - October 2013
WFG Equity Partners, inc 2002 - October 2013
InterFirst Capital, Inc April 1999 - February 2002
Dain Rauscher 1994 - 1999
Merrill Lynch 1987 - 1994
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Microsoft Word, Microsoft Excel, Risk Management, Financial Analysis, Investments, Securities, Strategic Financial..., Retirement Planning, Alternative Investments, Private Equity, Management, Investment Advisory, Series 7
Education
University of Oklahoma 1975 — 1979
Bachelor of Science (BS), Accounting
Emerson Equity October 2013 - Present
Williams Financial Group 2002 - October 2013
WFG Equity Partners, inc 2002 - October 2013
InterFirst Capital, Inc April 1999 - February 2002
Dain Rauscher 1994 - 1999
Merrill Lynch 1987 - 1994
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Microsoft Word, Microsoft Excel, Risk Management, Financial Analysis, Investments, Securities, Strategic Financial..., Retirement Planning, Alternative Investments, Private Equity, Management, Investment Advisory, Series 7
Education
University of Oklahoma 1975 — 1979
Bachelor of Science (BS), Accounting
Diana Moon Diana Moon's Merrill Lynch Experience June 2008 - May 2009
Job Travel Advisor at KK Travels Worldwide
Industry Leisure, Travel & Tourism
Experience
KK Travels Worldwide October 2014 - Present
Hines April 2013 - June 2015
Hines Securities, Inc. March 2012 - April 2013
Power & Tel November 2010 - March 2012
Merrill Lynch June 2008 - May 2009
Skills
Sx.E, C8, Microsoft Excel, PowerPoint, Microsoft Office, Research, Investments, Financial Reporting, Customer Service, Real Estate, Spanish, Budgets, Contract Negotiation, Public Speaking
Education
Rhodes College 2005 — 2009
BA, Economics, Spanish
University of Oxford 2007 — 2007
British Studies
KK Travels Worldwide October 2014 - Present
Hines April 2013 - June 2015
Hines Securities, Inc. March 2012 - April 2013
Power & Tel November 2010 - March 2012
Merrill Lynch June 2008 - May 2009
Skills
Sx.E, C8, Microsoft Excel, PowerPoint, Microsoft Office, Research, Investments, Financial Reporting, Customer Service, Real Estate, Spanish, Budgets, Contract Negotiation, Public Speaking
Education
Rhodes College 2005 — 2009
BA, Economics, Spanish
University of Oxford 2007 — 2007
British Studies
James Plew's Merrill Lynch Experience December 2011 - May 2012
Job Fellow at Venture for America
Industry Investment Management
Experience
Venture For America December 2012 - Present
DTP Ventures August 2013 - May 2015
Merrill Lynch December 2011 - May 2012
Kelley School of Business October 2011 - April 2012
Education
Indiana University - Kelley School of Business 2009 — 2013
BS
University of Oxford 2012 — 2012
Venture For America December 2012 - Present
DTP Ventures August 2013 - May 2015
Merrill Lynch December 2011 - May 2012
Kelley School of Business October 2011 - April 2012
Education
Indiana University - Kelley School of Business 2009 — 2013
BS
University of Oxford 2012 — 2012
Bret Doucette Bret Doucette's Merrill Lynch Experience January 2011 - May 2011
Job Student at Turing School of Software & Design
Industry Computer Software
Experience
Turing School of Software & Design July 2015 - Present
The Sweater Saga March 2014 - Present
REI October 2014 - March 2015
Highline Wealth Management November 2013 - February 2014
Highline Wealth Management July 2011 - November 2013
Merrill Lynch January 2011 - May 2011
Hatch Early Childhood: Wake Forest University Schools of Business September 2010 - May 2011
Wake Forest Schools of Business September 2010 - May 2011
Skills
Qualitative Research, Data Analysis, Microsoft Office, Strategic Planning, Excel, Adobe Acrobat, WordPress, Final Cut Pro, Personal Financial..., Investments, Blogging, Social Media, Ruby, HTML, CSS, Github
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2011
Masters, Management
University of Virginia 2006 — 2010
Bachelor of Arts, History
University of Oxford 2009 — 2009
History
Turing School of Software & Design July 2015 - Present
The Sweater Saga March 2014 - Present
REI October 2014 - March 2015
Highline Wealth Management November 2013 - February 2014
Highline Wealth Management July 2011 - November 2013
Merrill Lynch January 2011 - May 2011
Hatch Early Childhood: Wake Forest University Schools of Business September 2010 - May 2011
Wake Forest Schools of Business September 2010 - May 2011
Skills
Qualitative Research, Data Analysis, Microsoft Office, Strategic Planning, Excel, Adobe Acrobat, WordPress, Final Cut Pro, Personal Financial..., Investments, Blogging, Social Media, Ruby, HTML, CSS, Github
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2011
Masters, Management
University of Virginia 2006 — 2010
Bachelor of Arts, History
University of Oxford 2009 — 2009
History
Aaron Ches Aaron Ches's Merrill Lynch Experience August 2007 - July 2009
Job Sales & Marketing Professional
Industry Consumer Goods
Experience
Quantum Health - Products for natural shoppers in health, food and drug stores October 2014 - Present
Bigfoot Beverages January 2011 - October 2014
PepsiCo August 2009 - January 2011
Merrill Lynch August 2007 - July 2009
Skills
Marketing, Marketing Strategy, Customer Insight, Sales Process, Strategic Planning, Pricing, Data Analysis, Key Account Management, Brand Development, Pricing Strategy, National Accounts, Sales Management, Merchandising, Forecasting, Grocery, Consumer Products, Competitive Analysis, Beverage Industry, Beverage Marketing, Craft Beer, Brand Management, Categorization, Shopper Marketing, Sales, Strategy, Retail, Leadership, Management, Account Management
Education
University of Oregon - Charles H. Lundquist College of Business 2003 — 2007
BS, Marketing, Finance, Economics
South Eugene High School 1999 — 2003
Quantum Health - Products for natural shoppers in health, food and drug stores October 2014 - Present
Bigfoot Beverages January 2011 - October 2014
PepsiCo August 2009 - January 2011
Merrill Lynch August 2007 - July 2009
Skills
Marketing, Marketing Strategy, Customer Insight, Sales Process, Strategic Planning, Pricing, Data Analysis, Key Account Management, Brand Development, Pricing Strategy, National Accounts, Sales Management, Merchandising, Forecasting, Grocery, Consumer Products, Competitive Analysis, Beverage Industry, Beverage Marketing, Craft Beer, Brand Management, Categorization, Shopper Marketing, Sales, Strategy, Retail, Leadership, Management, Account Management
Education
University of Oregon - Charles H. Lundquist College of Business 2003 — 2007
BS, Marketing, Finance, Economics
South Eugene High School 1999 — 2003
Ann-Marie Carlson Ann-Marie Carlson's Merrill Lynch Experience June 2012 - September 2012
Job Customer Service Representative at Nike
Industry Human Resources
Experience
Nike September 2015 - Present
Portland Golf Club June 2013 - Present
Northwest Technologies Group, Inc June 2011 - December 2012
Merrill Lynch June 2012 - September 2012
Concordia University June 2007 - August 2007
Skills
Customer Service, Spanish, Teamwork, Public Speaking, Microsoft Excel, Microsoft Word, Sales, PowerPoint, Social Networking, Access, Microsoft Office, Facebook, Event Planning, Excel, Word, Customer Relations, Writing, Budgeting, Wordpress, Quickbooks, HTML, Leadership, QuickBooks
Education
University of Oregon 2009 — 2014
Bachelor of Science (BS), Business Administration
University of Oregon
Nike September 2015 - Present
Portland Golf Club June 2013 - Present
Northwest Technologies Group, Inc June 2011 - December 2012
Merrill Lynch June 2012 - September 2012
Concordia University June 2007 - August 2007
Skills
Customer Service, Spanish, Teamwork, Public Speaking, Microsoft Excel, Microsoft Word, Sales, PowerPoint, Social Networking, Access, Microsoft Office, Facebook, Event Planning, Excel, Word, Customer Relations, Writing, Budgeting, Wordpress, Quickbooks, HTML, Leadership, QuickBooks
Education
University of Oregon 2009 — 2014
Bachelor of Science (BS), Business Administration
University of Oregon
Kushal Gulati Kushal Gulati's Merrill Lynch Experience May 2013 - August 2013
Job Process Excellence & Change Enablement Analyst at Accenture
Industry Management Consulting
Experience
Accenture January 2015 - Present
Sendero June 2014 - December 2014
University of Oklahoma - Information Technology October 2010 - April 2014
Merrill Lynch May 2013 - August 2013
Northwestern Mutual June 2012 - December 2012
TTS, LLC May 2011 - July 2011
Skills
Public Speaking, Strategic Financial..., Highly Ambitious, Highly personable, Goal-oriented..., Finance, Financial Analysis, Skilled Communicator, Writing, Market Research, Technical Proficiency, Corporate Budgeting, Financial Advisory, Management Consulting, Financial Planning, Communication
Education
University of Oklahoma 2010 — 2014
Bachelor of Business Administration (BBA), Economics & Finance
University of Oklahoma
Accenture January 2015 - Present
Sendero June 2014 - December 2014
University of Oklahoma - Information Technology October 2010 - April 2014
Merrill Lynch May 2013 - August 2013
Northwestern Mutual June 2012 - December 2012
TTS, LLC May 2011 - July 2011
Skills
Public Speaking, Strategic Financial..., Highly Ambitious, Highly personable, Goal-oriented..., Finance, Financial Analysis, Skilled Communicator, Writing, Market Research, Technical Proficiency, Corporate Budgeting, Financial Advisory, Management Consulting, Financial Planning, Communication
Education
University of Oklahoma 2010 — 2014
Bachelor of Business Administration (BBA), Economics & Finance
University of Oklahoma
Dan Beisiegel Dan Beisiegel's Merrill Lynch Experience November 2008 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2008 - Present
Illuminant Capital September 2005 - November 2008
Morgan Stanley July 2001 - September 2005
Skills
Wealth Management, Investment Strategies, Finance, Management, Financial Services, Investments, Equity Research, Portfolio Management, Strategic Financial..., Equities, Bloomberg
Education
University of Oklahoma 1995 — 1999
B.S.
Merrill Lynch November 2008 - Present
Illuminant Capital September 2005 - November 2008
Morgan Stanley July 2001 - September 2005
Skills
Wealth Management, Investment Strategies, Finance, Management, Financial Services, Investments, Equity Research, Portfolio Management, Strategic Financial..., Equities, Bloomberg
Education
University of Oklahoma 1995 — 1999
B.S.
Scott Entinger Scott Entinger's Merrill Lynch Experience 1996 - 1999
Job Principal at CDI Search Group
Industry Hospital & Health Care
Experience
CDI Search Group June 2010 - Present
NHS Solutions, Inc. January 2009 - June 2010
UHC Solutions January 2008 - January 2009
Motus Recruiting 2005 - 2007
Ajion Finance 2003 - 2005
Paychex 2002 - 2003
Strand Atkinson Williams and York 1999 - 2002
Merrill Lynch 1996 - 1999
Skills
HR Consulting, Recruitment/Retention, Executive Search, Revenue Cycle, Clinical Documentation, ICD-9, Case Management, Medical Coding, medical billing, Case Managment, Documentations, Hospitals, Nursing, Interviews, Recruiting, Talent Management, Healthcare, Healthcare Consulting, EHR, Healthcare Industry, Physicians, HIPAA, Medicare, Medicaid, Temporary Placement, Healthcare Information..., Managed Care, Physician Relations, EMR, Practice Management, Informatics, Epic Systems, Revenue Cycle Management, Disease Management, Healthcare Management, Cerner, Health Information..., CPOE, Quality Improvement, Health Policy, Performance Improvement, Home Care, Registered Nurses, Revenue Recognition, Business Development, Documentation, Medical Billing
Education
University of Oregon 1993 — 1996
BS, Marketing, Finance
North Medford High School 1987 — 1991
CDI Search Group June 2010 - Present
NHS Solutions, Inc. January 2009 - June 2010
UHC Solutions January 2008 - January 2009
Motus Recruiting 2005 - 2007
Ajion Finance 2003 - 2005
Paychex 2002 - 2003
Strand Atkinson Williams and York 1999 - 2002
Merrill Lynch 1996 - 1999
Skills
HR Consulting, Recruitment/Retention, Executive Search, Revenue Cycle, Clinical Documentation, ICD-9, Case Management, Medical Coding, medical billing, Case Managment, Documentations, Hospitals, Nursing, Interviews, Recruiting, Talent Management, Healthcare, Healthcare Consulting, EHR, Healthcare Industry, Physicians, HIPAA, Medicare, Medicaid, Temporary Placement, Healthcare Information..., Managed Care, Physician Relations, EMR, Practice Management, Informatics, Epic Systems, Revenue Cycle Management, Disease Management, Healthcare Management, Cerner, Health Information..., CPOE, Quality Improvement, Health Policy, Performance Improvement, Home Care, Registered Nurses, Revenue Recognition, Business Development, Documentation, Medical Billing
Education
University of Oregon 1993 — 1996
BS, Marketing, Finance
North Medford High School 1987 — 1991
Katherine Pulte's Merrill Lynch Experience June 2011 - August 2012
Job Senior Consultant at Navigant
Industry Financial Services
Experience
Navigant March 2015 - Present
Navigant July 2013 - February 2015
Merrill Lynch June 2011 - August 2012
Sponsorship Intelligence August 2011 - December 2011
Skills
Microsoft Technologies, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Access, Financial Analysis, Finance, Data Analysis, Social Media, Research, Portfolio Management, Marketing, Investments, Microsoft SQL Server, SQL
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Finance, Finance and International Business
Marian High School 2005 — 2009
Navigant March 2015 - Present
Navigant July 2013 - February 2015
Merrill Lynch June 2011 - August 2012
Sponsorship Intelligence August 2011 - December 2011
Skills
Microsoft Technologies, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Access, Financial Analysis, Finance, Data Analysis, Social Media, Research, Portfolio Management, Marketing, Investments, Microsoft SQL Server, SQL
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Finance, Finance and International Business
Marian High School 2005 — 2009
Catherine Jaimes's Merrill Lynch Experience July 2007 - July 2014
Job Executive Assistant
Industry Executive Office
Experience
Executive Scheduling Associates September 2014 - January 2015
Merrill Lynch July 2007 - July 2014
Skills
Marketing, Public Speaking, Microsoft Office, Sales, Event Planning, Customer Service, Marketing Strategy, Microsoft Excel, Social Media, Leadership
Education
University of Oklahoma 1998 — 2002
Bachelor of Business Administration (BBA), Marketing
Executive Scheduling Associates September 2014 - January 2015
Merrill Lynch July 2007 - July 2014
Skills
Marketing, Public Speaking, Microsoft Office, Sales, Event Planning, Customer Service, Marketing Strategy, Microsoft Excel, Social Media, Leadership
Education
University of Oklahoma 1998 — 2002
Bachelor of Business Administration (BBA), Marketing
Tyler Bowman Tyler Bowman's Merrill Lynch Experience May 2010 - August 2010
Job Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments August 2013 - July 2014
Bank of America June 2011 - August 2013
Merrill Lynch May 2010 - August 2010
Education
University of Oklahoma 2007 — 2011
Bachelor of Business Administration (B.B.A.), Economics, 3.54
Fidelity Investments July 2014 - Present
Fidelity Investments August 2013 - July 2014
Bank of America June 2011 - August 2013
Merrill Lynch May 2010 - August 2010
Education
University of Oklahoma 2007 — 2011
Bachelor of Business Administration (B.B.A.), Economics, 3.54
Shannon Bott's Merrill Lynch Experience 1997 - 1998
Job Executive Director, Operations at COACH: Canada's Health Informatics Association
Industry Nonprofit Organization Management
Experience
COACH: Canada's Health Informatics Association September 2009 - Present
Base Consulting and Management Inc. March 2000 - Present
RBC 1998 - 2000
Merrill Lynch 1997 - 1998
CI Investments Inc. – Canada’s Investment Company 1994 - 1995
Sectrum Mutual Funds 1993 - 1994
Canadian Tire 1989 - 1992
Skills
Healthcare Information..., Governance, Change Management, Program Management, Strategic Planning, Project Management, Management Consulting, Business Analysis, Event Management, Healthcare, Leadership, Nonprofits, Strategy, Informatics, Management, Policy, Marketing, Team Leadership, Process Improvement, Event Planning
Education
University of Ottawa 1992 — 1996
Bachelor's Degree, Political Science
Anderson C.V.I. 1987 — 1992
High School, Business Certificate
COACH: Canada's Health Informatics Association September 2009 - Present
Base Consulting and Management Inc. March 2000 - Present
RBC 1998 - 2000
Merrill Lynch 1997 - 1998
CI Investments Inc. – Canada’s Investment Company 1994 - 1995
Sectrum Mutual Funds 1993 - 1994
Canadian Tire 1989 - 1992
Skills
Healthcare Information..., Governance, Change Management, Program Management, Strategic Planning, Project Management, Management Consulting, Business Analysis, Event Management, Healthcare, Leadership, Nonprofits, Strategy, Informatics, Management, Policy, Marketing, Team Leadership, Process Improvement, Event Planning
Education
University of Ottawa 1992 — 1996
Bachelor's Degree, Political Science
Anderson C.V.I. 1987 — 1992
High School, Business Certificate
Jeanine Thomson Jeanine Thomson's Merrill Lynch Experience April 1999 - February 2005
Job Managing Director at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management March 2005 - Present
Merrill Lynch April 1999 - February 2005
Bankers Trust January 1998 - March 1999
Skills
Equities, Portfolio Management, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Asset Managment, Investments
Education
University of Otago 1994 — 1997
BCom (Hons), Finance, Accounting
Oaktree Capital Management March 2005 - Present
Merrill Lynch April 1999 - February 2005
Bankers Trust January 1998 - March 1999
Skills
Equities, Portfolio Management, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Asset Managment, Investments
Education
University of Otago 1994 — 1997
BCom (Hons), Finance, Accounting
Rob Tanner Ph.D., FRM Rob Tanner Ph.D., FRM's Merrill Lynch Experience July 2006 - April 2008
Job Partner at Silva Capital Management
Industry Financial Services
Experience
Silva Capital Management March 2008 - Present
Merrill Lynch July 2006 - April 2008
JPMorgan Chase July 2004 - May 2006
Bank One October 2000 - July 2004
University of Nottingham October 1998 - October 2000
Skills
Derivatives, Interest Rate..., Risk Management, Foreign Exchange, Hedge Funds, Fixed Income, Asset Management, Investments, Trading, Sales, FX Options, Capital Markets, Alternative Investments, Options, Structured Products, Financial Markets, Equities
Education
University of Nottingham 1995 — 1998
Ph.D., Plasma Physics, Nucleur Fusion
University of Nottingham 1992 — 1995
B.Sc. (Hons), Mathematics, Engineering
Silva Capital Management March 2008 - Present
Merrill Lynch July 2006 - April 2008
JPMorgan Chase July 2004 - May 2006
Bank One October 2000 - July 2004
University of Nottingham October 1998 - October 2000
Skills
Derivatives, Interest Rate..., Risk Management, Foreign Exchange, Hedge Funds, Fixed Income, Asset Management, Investments, Trading, Sales, FX Options, Capital Markets, Alternative Investments, Options, Structured Products, Financial Markets, Equities
Education
University of Nottingham 1995 — 1998
Ph.D., Plasma Physics, Nucleur Fusion
University of Nottingham 1992 — 1995
B.Sc. (Hons), Mathematics, Engineering
Timothy Argyres, CFP® Timothy Argyres, CFP®'s Merrill Lynch Experience August 2007 - Present
Job
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Retirement Planning
Education
University of Oregon 1995 — 1999
B.S.
Merrill Lynch August 2007 - Present
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Retirement Planning
Education
University of Oregon 1995 — 1999
B.S.
Blake Singer Blake Singer's Merrill Lynch Experience 1985 - 1988
Job President, D2 Capital, LLC
Industry Investment Management
Experience
D2 Capital, LLC August 2011 - Present
CMG Capital Management Group LLC December 2010 - September 2011
Columbia River Holdings 2006 - November 2010
Construction Finance Partners LLC March 2008 - October 2008
Beacon Investment Group 1999 - 2006
Margate Management LP October 2001 - May 2005
Chinook Capital Management March 1994 - August 2000
Smith Barney 1988 - 1994
Merrill Lynch 1985 - 1988
Skills
Equities, Private Equity, Portfolio Management, Commodity, Alternative Investments, Investments, Investment Strategies, Asset Managment, Venture Capital, Investment Advisory, Asset Allocation, Trading Strategies, Investor Relations, Equity Trading, Asset Management, Fixed Income, Due Diligence, Finance, Trading
Education
University of Oregon
BA w/ honors, Psychology
D2 Capital, LLC August 2011 - Present
CMG Capital Management Group LLC December 2010 - September 2011
Columbia River Holdings 2006 - November 2010
Construction Finance Partners LLC March 2008 - October 2008
Beacon Investment Group 1999 - 2006
Margate Management LP October 2001 - May 2005
Chinook Capital Management March 1994 - August 2000
Smith Barney 1988 - 1994
Merrill Lynch 1985 - 1988
Skills
Equities, Private Equity, Portfolio Management, Commodity, Alternative Investments, Investments, Investment Strategies, Asset Managment, Venture Capital, Investment Advisory, Asset Allocation, Trading Strategies, Investor Relations, Equity Trading, Asset Management, Fixed Income, Due Diligence, Finance, Trading
Education
University of Oregon
BA w/ honors, Psychology
Andy Spearing Andy Spearing's Merrill Lynch Experience June 2008 - August 2008
Job Production and Graphic Designer at Pike Awning Company
Industry Design
Experience
Pike Awning Company May 2012 - Present
Green Drop Garage August 2011 - October 2012
Copper Mountain - Powdr Corp November 2010 - May 2011
Sigma Chi Fraternity March 2009 - March 2010
Merrill Lynch June 2008 - August 2008
Skills
Social Media, Social Media Marketing, Event Planning, Advertising, Microsoft Excel, Event Management, PowerPoint, Marketing, Social Networking, InDesign, Adobe Creative Suite
Education
University of Oregon - Charles H. Lundquist College of Business 2006 — 2010
Pike Awning Company May 2012 - Present
Green Drop Garage August 2011 - October 2012
Copper Mountain - Powdr Corp November 2010 - May 2011
Sigma Chi Fraternity March 2009 - March 2010
Merrill Lynch June 2008 - August 2008
Skills
Social Media, Social Media Marketing, Event Planning, Advertising, Microsoft Excel, Event Management, PowerPoint, Marketing, Social Networking, InDesign, Adobe Creative Suite
Education
University of Oregon - Charles H. Lundquist College of Business 2006 — 2010
Joshua Carroll's Merrill Lynch Experience March 2007 - April 2009
Job Director, Global Head of Market Data Operations, Engineering & Development at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets November 2013 - Present
RBC Capital Markets November 2012 - November 2013
RBC Capital Markets January 2012 - November 2012
RBC Capital Markets April 2009 - November 2012
Merrill Lynch March 2007 - April 2009
ABN AMRO Bank 2005 - 2007
Skills
Market Data, Trading Systems, Unix, Low Latency, Bloomberg, Capital Markets, RMDS, TIBCO Rendezvous, Vendor Management, Exchange Connectivity, Electronic Trading, Fixed Income, Solaris, Financial Markets, Infrastructure, Equity Derivatives, Reference Data, Wombat, Unix Shell Scripting, Bloomberg Terminal, Reuters, Perl, Disaster Recovery, Incident Management, TIBCO, Databases, Sybase, Derivatives, Technical Analysis, Solace, Exegy
Education
University of Nottingham 2001 — 2004
Bachelor of Science (B.Sc.), Physics
RBC Capital Markets November 2013 - Present
RBC Capital Markets November 2012 - November 2013
RBC Capital Markets January 2012 - November 2012
RBC Capital Markets April 2009 - November 2012
Merrill Lynch March 2007 - April 2009
ABN AMRO Bank 2005 - 2007
Skills
Market Data, Trading Systems, Unix, Low Latency, Bloomberg, Capital Markets, RMDS, TIBCO Rendezvous, Vendor Management, Exchange Connectivity, Electronic Trading, Fixed Income, Solaris, Financial Markets, Infrastructure, Equity Derivatives, Reference Data, Wombat, Unix Shell Scripting, Bloomberg Terminal, Reuters, Perl, Disaster Recovery, Incident Management, TIBCO, Databases, Sybase, Derivatives, Technical Analysis, Solace, Exegy
Education
University of Nottingham 2001 — 2004
Bachelor of Science (B.Sc.), Physics
Rob Ferguson, CFP®'s Merrill Lynch Experience July 2007 - January 2010
Job Regional Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management December 2010 - Present
MFS Investment Management January 2010 - December 2010
Merrill Lynch July 2007 - January 2010
Porter Novelli 2002 - 2005
Skills
Forecasting
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 2001
Bachelor of Science (BS), Finance and Economics
MFS Investment Management December 2010 - Present
MFS Investment Management January 2010 - December 2010
Merrill Lynch July 2007 - January 2010
Porter Novelli 2002 - 2005
Skills
Forecasting
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 2001
Bachelor of Science (BS), Finance and Economics
Jeff Powell's Merrill Lynch Experience June 1995 - June 1998
Job Managing Partner at Polaris Wealth Advisers, LLC
Industry Investment Management
Experience
Polaris Wealth Advisers, LLC September 2012 - Present
Polaris Equity Management, Inc. July 1998 - Present
Merrill Lynch June 1995 - June 1998
Skills
Wealth Management, Portfolio Management, Investment Strategies, Macro-economic trends, Financial Services, Estate Planning, Investment Management, Financial Advisory, Strategic Financial..., Investments, Wealth Management..., Alternative Investments, Asset Managment, Investment Advisory, Asset Allocation, Bonds, Series 63, Mutual Funds, Equities, ETFs, Fixed Income
Education
University of Oregon 1986 — 1990
BS, Finance
Polaris Wealth Advisers, LLC September 2012 - Present
Polaris Equity Management, Inc. July 1998 - Present
Merrill Lynch June 1995 - June 1998
Skills
Wealth Management, Portfolio Management, Investment Strategies, Macro-economic trends, Financial Services, Estate Planning, Investment Management, Financial Advisory, Strategic Financial..., Investments, Wealth Management..., Alternative Investments, Asset Managment, Investment Advisory, Asset Allocation, Bonds, Series 63, Mutual Funds, Equities, ETFs, Fixed Income
Education
University of Oregon 1986 — 1990
BS, Finance
Jon Brass, CFP®'s Merrill Lynch Experience June 2006 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch June 2006 - Present
Skills
Wealth Management
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA
University of St. Thomas 1994 — 1998
Merrill Lynch June 2006 - Present
Skills
Wealth Management
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA
University of St. Thomas 1994 — 1998
Frank Gallina's Merrill Lynch Experience April 2008 - March 2010
Job Project Manager at IBM LBPS
Industry Information Technology and Services
Michael D. Silva's Merrill Lynch Experience January 2003 - December 2004
Job Vice President at Wells Fargo & Co
Industry Banking
Experience
Wells Fargo & Co 2005 - Present
Merrill Lynch January 2003 - December 2004
Bank One January 1998 - December 2002
UMB Bank January 1997 - December 1998
First Commercial Bank 1995 - 1997
BancFirst 1993 - 1995
Skills
Commercial Lending, Commercial Banking, Finance, Middle Market, Portfolio Management, Real Estate, Loans, Credit, Underwriting, Credit Analysis, Lines Of Credit, Banking
Education
University of Oklahoma - Price College of Business 1988 — 1992
Economics, Finance and Management
Wells Fargo & Co 2005 - Present
Merrill Lynch January 2003 - December 2004
Bank One January 1998 - December 2002
UMB Bank January 1997 - December 1998
First Commercial Bank 1995 - 1997
BancFirst 1993 - 1995
Skills
Commercial Lending, Commercial Banking, Finance, Middle Market, Portfolio Management, Real Estate, Loans, Credit, Underwriting, Credit Analysis, Lines Of Credit, Banking
Education
University of Oklahoma - Price College of Business 1988 — 1992
Economics, Finance and Management
JB Hayes's Merrill Lynch Experience April 2000 - December 2000
Job Director of Private Markets CTC | myCFO
Industry Financial Services
Experience
CTC myCFO February 2001 - Present
Merrill Lynch April 2000 - December 2000
Skills
Private Equity, Investments, Asset Allocation, Due Diligence, Alternative Investments, Venture Capital
Education
University of Oregon 1998 — 2000
BS, Business
CTC myCFO February 2001 - Present
Merrill Lynch April 2000 - December 2000
Skills
Private Equity, Investments, Asset Allocation, Due Diligence, Alternative Investments, Venture Capital
Education
University of Oregon 1998 — 2000
BS, Business
David Wachter's Merrill Lynch Experience June 1978 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1978 - Present
Education
University of Oklahoma - Price College of Business 1975 — 1980
Master of Business Administration (M.B.A.)
USMA West Point 1969 — 1973
Bachelor of Science (B.S.), Economics
Merrill Lynch June 1978 - Present
Education
University of Oklahoma - Price College of Business 1975 — 1980
Master of Business Administration (M.B.A.)
USMA West Point 1969 — 1973
Bachelor of Science (B.S.), Economics
Kristi Kenaga's Merrill Lynch Experience November 2008 - August 2010
Job Traveler
Industry Financial Services
Experience
Everywhere August 2010 - Present
Merrill Lynch November 2008 - August 2010
Morgan Stanley October 1997 - November 2008
Skills
Series 7, Series 63, Series 65, Securities, Retirement Planning, Mutual Funds, Equities, Investments, Fixed Income, Asset Allocation, Portfolio Management
Education
University of Oklahoma 1985 — 1990
Bachelor of Business Administration (B.B.A.)
Everywhere August 2010 - Present
Merrill Lynch November 2008 - August 2010
Morgan Stanley October 1997 - November 2008
Skills
Series 7, Series 63, Series 65, Securities, Retirement Planning, Mutual Funds, Equities, Investments, Fixed Income, Asset Allocation, Portfolio Management
Education
University of Oklahoma 1985 — 1990
Bachelor of Business Administration (B.B.A.)
Benjamin Gravley's Merrill Lynch Experience July 2007 - January 2009
Job Managing Director Kellner Capital, LLC
Industry Financial Services
Experience
Kellner Capital, LLC (formerly known as Kellner DiLeo & Company) February 2010 - Present
Uhuru Capital Management February 2009 - February 2010
Merrill Lynch July 2007 - January 2009
SunTrust Banks Inc May 2006 - September 2006
Skills
Alternative Investments, Investment Banking, Hedge Funds, Banking
Education
University of Oklahoma 2002 — 2007
BA, Political Science
Kellner Capital, LLC (formerly known as Kellner DiLeo & Company) February 2010 - Present
Uhuru Capital Management February 2009 - February 2010
Merrill Lynch July 2007 - January 2009
SunTrust Banks Inc May 2006 - September 2006
Skills
Alternative Investments, Investment Banking, Hedge Funds, Banking
Education
University of Oklahoma 2002 — 2007
BA, Political Science
Kelly Hall's Merrill Lynch Experience June 2005 - August 2005
Job Business Planner Nike
Industry Retail
Experience
Nike September 2013 - Present
Blanchet House of Hospitality May 2010 - Present
Fred Meyer February 2012 - September 2013
Fred Meyer October 2010 - February 2012
Fred Meyer May 2010 - October 2010
Fred Meyer November 2008 - May 2010
Fred Meyer June 2007 - November 2008
Fred Meyer June 2007 - August 2007
Merrill Lynch June 2005 - August 2005
Skills
Merchandising, Inventory Management, Trend Analysis, Assortment, Merchandise Planning, Visual Merchandising, Fashion Buying
Education
University of Oregon - Charles H. Lundquist College of Business 2003 — 2007
BS, Sports Marketing
Nike September 2013 - Present
Blanchet House of Hospitality May 2010 - Present
Fred Meyer February 2012 - September 2013
Fred Meyer October 2010 - February 2012
Fred Meyer May 2010 - October 2010
Fred Meyer November 2008 - May 2010
Fred Meyer June 2007 - November 2008
Fred Meyer June 2007 - August 2007
Merrill Lynch June 2005 - August 2005
Skills
Merchandising, Inventory Management, Trend Analysis, Assortment, Merchandise Planning, Visual Merchandising, Fashion Buying
Education
University of Oregon - Charles H. Lundquist College of Business 2003 — 2007
BS, Sports Marketing
Jim Paustian's Merrill Lynch Experience 1999 - 2005
Job Complex Director at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS March 2012 - Present
UBS Financial Service Inc. June 2009 - March 2012
Merrill Lynch 1999 - 2005
Education
University of Oregon 1994 — 1998
UBS March 2012 - Present
UBS Financial Service Inc. June 2009 - March 2012
Merrill Lynch 1999 - 2005
Education
University of Oregon 1994 — 1998
Norm Camire's Merrill Lynch Experience January 2000 - August 2003
Job Head Canadian CMBS at RBC
Industry Real Estate
Experience
RBC November 2013 - Present
RBC Capital Markets August 2003 - October 2013
Merrill Lynch January 2000 - August 2003
Canada Trust June 1996 - January 2000
Skills
Risk, CMBS, Asset Management, Real Estate Investment, Corporate Finance, Credit, Real Estate, Investment Properties, Mortgage, Capital Markets, Negotiation, Real Estate Financing, Credit Risk, Financial Risk, Asset Managment, Investments, Due Diligence, Portfolio Management, Real Estate Economics, Financial Modeling, Structured Finance, Financial Structuring, Investment Banking, Valuation, Private Equity, Financial Analysis, Finance
Education
University of Ottawa / Université d'Ottawa 1982 — 1987
RBC November 2013 - Present
RBC Capital Markets August 2003 - October 2013
Merrill Lynch January 2000 - August 2003
Canada Trust June 1996 - January 2000
Skills
Risk, CMBS, Asset Management, Real Estate Investment, Corporate Finance, Credit, Real Estate, Investment Properties, Mortgage, Capital Markets, Negotiation, Real Estate Financing, Credit Risk, Financial Risk, Asset Managment, Investments, Due Diligence, Portfolio Management, Real Estate Economics, Financial Modeling, Structured Finance, Financial Structuring, Investment Banking, Valuation, Private Equity, Financial Analysis, Finance
Education
University of Ottawa / Université d'Ottawa 1982 — 1987
Ananda Baruah's Merrill Lynch Experience 2000 - 2003
Job Managing Director Brean Capital LLC
Industry Financial Services
Experience
Brean Capital LLC June 2009 - Present
Banc of America Securities 2003 - 2008
Merrill Lynch 2000 - 2003
Coopers & Lybrand Consulting & PricewaterhouseCoopers 1997 - 1999
Mellon Bank 1994 - 1996
Education
The College of William and Mary 1996 — 1998
Master of Business Administration (M.B.A.), MBA Finance & Accounting
University of Pittsburgh
Bachelor's Degree
University of Oxford
ACCREDITATION
Brean Capital LLC June 2009 - Present
Banc of America Securities 2003 - 2008
Merrill Lynch 2000 - 2003
Coopers & Lybrand Consulting & PricewaterhouseCoopers 1997 - 1999
Mellon Bank 1994 - 1996
Education
The College of William and Mary 1996 — 1998
Master of Business Administration (M.B.A.), MBA Finance & Accounting
University of Pittsburgh
Bachelor's Degree
University of Oxford
ACCREDITATION
Daren Lee's Merrill Lynch Experience March 2015 - Present
Job PMD Financial Advisor Trainee at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Nike Golf November 2009 - January 2015
Nike September 2007 - November 2009
Nike August 2006 - September 2007
Skills
Customer Service, Retail, Sales, Footwear, Merchandising, Inventory Management, Sportswear, Microsoft Office, Microsoft Excel, Photoshop, Social Media, Apparel, Team Leadership, Sports Marketing, Retail Sales, Dreamweaver, Leadership Development, Google Docs, SAP, Sony Vegas, Media Shout, WordPress
Education
University of Oregon 2002 — 2006
Economics, Banking and Finance
Merrill Lynch March 2015 - Present
Nike Golf November 2009 - January 2015
Nike September 2007 - November 2009
Nike August 2006 - September 2007
Skills
Customer Service, Retail, Sales, Footwear, Merchandising, Inventory Management, Sportswear, Microsoft Office, Microsoft Excel, Photoshop, Social Media, Apparel, Team Leadership, Sports Marketing, Retail Sales, Dreamweaver, Leadership Development, Google Docs, SAP, Sony Vegas, Media Shout, WordPress
Education
University of Oregon 2002 — 2006
Economics, Banking and Finance
Dom Desrosiers's Merrill Lynch Experience 2004 - 2007
Job at
Industry Real Estate
Experience
Atticus Construction, LLC January 2015 - Present
Key Realty Group Inc December 2012 - Present
Sundnce Realty January 2007 - December 2012
Green River Capital 2007 - 2009
Merrill Lynch 2004 - 2007
Skills
REO, Investors, Referrals, Real Property, Buyers, Foreclosures, Short Sales, Real Estate, Investment Properties, First Time Home Buyers, Real Estate Transactions, Asset, Sellers, Single Family Homes, Condos, Residential Homes, Relocation, Buyer Representation, New Home Sales, Listings, SFR, Move Up Buyers, Income Properties, HUD
Education
University of Oregon 1986 — 1991
Film
Atticus Construction, LLC January 2015 - Present
Key Realty Group Inc December 2012 - Present
Sundnce Realty January 2007 - December 2012
Green River Capital 2007 - 2009
Merrill Lynch 2004 - 2007
Skills
REO, Investors, Referrals, Real Property, Buyers, Foreclosures, Short Sales, Real Estate, Investment Properties, First Time Home Buyers, Real Estate Transactions, Asset, Sellers, Single Family Homes, Condos, Residential Homes, Relocation, Buyer Representation, New Home Sales, Listings, SFR, Move Up Buyers, Income Properties, HUD
Education
University of Oregon 1986 — 1991
Film
Joseph Ruffini's Merrill Lynch Experience June 2005 - August 2005
Job Associate Leveraged Finance at Citi
Industry Investment Banking
Experience
Citi February 2015 - Present
RBC Capital Markets April 2011 - February 2015
Goldman Sachs July 2008 - April 2011
Deutsche Bank June 2007 - August 2007
Merrill Lynch June 2005 - August 2005
Skills
Valuation, Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Financial Analysis, Bloomberg, Equities, Private Equity, Fixed Income, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2004 — 2008
BBA, Finance and Economics
Kellenberg Memorial Highschool 2000 — 2004
High School Diploma
st. brigid
Citi February 2015 - Present
RBC Capital Markets April 2011 - February 2015
Goldman Sachs July 2008 - April 2011
Deutsche Bank June 2007 - August 2007
Merrill Lynch June 2005 - August 2005
Skills
Valuation, Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Financial Analysis, Bloomberg, Equities, Private Equity, Fixed Income, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2004 — 2008
BBA, Finance and Economics
Kellenberg Memorial Highschool 2000 — 2004
High School Diploma
st. brigid
Carol Troy's Merrill Lynch Experience October 2013 - January 2015
Job Troy Consulting
Industry Public Relations and Communications
Experience
Troy Consulting January 2015 - Present
Merrill Lynch October 2013 - January 2015
Saxum January 2013 - January 2015
Saxum July 2008 - January 2013
Chesapeake Energy March 2006 - September 2007
Oklahoma Center for Nonprofits 2001 - 2006
Gannett Co., Inc./ Gannett Broadcasting January 1997 - December 2000
KOCO-TV June 1984 - December 1997
Skills
Internal Communications, Strategic Communications, Media Relations, Crisis Communications, Public Relations, Press Releases, Corporate Communications, Social Media, Strategic Planning, Publicity, Copywriting, Social Media Marketing, Marketing Communications, Business Development, Creative Writing
Education
University of Oklahoma
Bachelor of Arts (B.A.), Interior Design - Minor, Art History
Troy Consulting January 2015 - Present
Merrill Lynch October 2013 - January 2015
Saxum January 2013 - January 2015
Saxum July 2008 - January 2013
Chesapeake Energy March 2006 - September 2007
Oklahoma Center for Nonprofits 2001 - 2006
Gannett Co., Inc./ Gannett Broadcasting January 1997 - December 2000
KOCO-TV June 1984 - December 1997
Skills
Internal Communications, Strategic Communications, Media Relations, Crisis Communications, Public Relations, Press Releases, Corporate Communications, Social Media, Strategic Planning, Publicity, Copywriting, Social Media Marketing, Marketing Communications, Business Development, Creative Writing
Education
University of Oklahoma
Bachelor of Arts (B.A.), Interior Design - Minor, Art History
Calvin Ching's Merrill Lynch Experience June 2005 - August 2005
Job Consultant at BCG
Industry Management Consulting
Experience
The Boston Consulting Group 2008 - Present
Goldman Sachs 2006 - 2008
Merrill Lynch June 2005 - August 2005
Education
Oxford University 2002 — 2006
Bachelor of Science (BS), Economics
The Boston Consulting Group 2008 - Present
Goldman Sachs 2006 - 2008
Merrill Lynch June 2005 - August 2005
Education
Oxford University 2002 — 2006
Bachelor of Science (BS), Economics
Clint Eddy's Merrill Lynch Experience October 2006 - Present
Job Senior VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2006 - Present
Riddell Williams P.S. July 2000 - October 2006
Deloitte September 1998 - July 2000
Skills
Estate Planning, Investments, Wealth Management, Series 7, Asset Management, Investment Advisory, Series 63, Retirement Planning, Financial Services, Mergers, Securities, Securities Regulation, Management
Education
University of Washington School of Law 1997 — 1998
LL.M., Tax
University of Oregon School of Law 1994 — 1997
J.D., Law
University of Washington 1989 — 1993
B.A., Political Science
Merrill Lynch October 2006 - Present
Riddell Williams P.S. July 2000 - October 2006
Deloitte September 1998 - July 2000
Skills
Estate Planning, Investments, Wealth Management, Series 7, Asset Management, Investment Advisory, Series 63, Retirement Planning, Financial Services, Mergers, Securities, Securities Regulation, Management
Education
University of Washington School of Law 1997 — 1998
LL.M., Tax
University of Oregon School of Law 1994 — 1997
J.D., Law
University of Washington 1989 — 1993
B.A., Political Science
altaf mubaraki's Merrill Lynch Experience September 2007 - March 2008
Job Vice President at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. April 2008 - Present
RiskMetrics Group April 2008 - July 2010
Merrill Lynch September 2007 - March 2008
merrill lynch 1999 - 2008
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Risk Management, Portfolio Management, Credit Risk, Capital Markets, Financial Risk, Bloomberg, Asset Managment, Financial Markets, Financial Services, Financial Modeling, Market Data, Investments, Options, Quantitative Analytics, Valuation, Trading Systems, Structured Products, Quantitative Finance, Market Risk
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Quantitative Finance & Strategy
University of Oklahoma
Masters of engineering
MSCI Inc. April 2008 - Present
RiskMetrics Group April 2008 - July 2010
Merrill Lynch September 2007 - March 2008
merrill lynch 1999 - 2008
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Risk Management, Portfolio Management, Credit Risk, Capital Markets, Financial Risk, Bloomberg, Asset Managment, Financial Markets, Financial Services, Financial Modeling, Market Data, Investments, Options, Quantitative Analytics, Valuation, Trading Systems, Structured Products, Quantitative Finance, Market Risk
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Quantitative Finance & Strategy
University of Oklahoma
Masters of engineering
David Jacobsen's Merrill Lynch Experience 1979 - April 1984
Job Seniorlevel sales and management executive
Industry Financial Services
Experience
UBS Financial Services Inc. July 2000 - August 2014
Farwest Equipment 1985 - 2000
Merrill Lynch 1979 - April 1984
Skills
Public Speaking, Marketing Strategy, Customer Service, Investments, Asset Management, Portfolio Management, Financial Modeling, Marketing, Leadership, Mergers & Acquisitions, Alternative Investments, Strategic Planning, Series 7, Management
Education
University of Oregon 1971 — 1976
Bachelor's degree, Business Management
UBS Financial Services Inc. July 2000 - August 2014
Farwest Equipment 1985 - 2000
Merrill Lynch 1979 - April 1984
Skills
Public Speaking, Marketing Strategy, Customer Service, Investments, Asset Management, Portfolio Management, Financial Modeling, Marketing, Leadership, Mergers & Acquisitions, Alternative Investments, Strategic Planning, Series 7, Management
Education
University of Oregon 1971 — 1976
Bachelor's degree, Business Management
Todd Welsh, CFP®, CIMA®'s Merrill Lynch Experience March 1999 - January 2009
Job Vice President Wealth Management at Scissortail Wealth Management, UBS Financial Services
Industry Investment Management
Experience
UBS January 2009 - Present
Merrill Lynch March 1999 - January 2009
Education
University of Oklahoma
UBS January 2009 - Present
Merrill Lynch March 1999 - January 2009
Education
University of Oklahoma
Amber Graham-Watson's Merrill Lynch Experience June 2009 - August 2009
Job Associate, Corporate Finance Industrials
Industry Financial Services
Experience
Barclays April 2015 - Present
Barclays December 2014 - April 2015
J.P. Morgan March 2013 - December 2014
Bank of America Merrill Lynch July 2010 - March 2013
Merrill Lynch June 2009 - August 2009
Baillie Gifford August 2008 - September 2008
Skills
Investment Banking, Financial Modeling, Bloomberg, Valuation, Corporate Finance, LBO, Equity Research, Mergers, M, Mergers & Acquisitions, Banking, Equities, Investments
Education
University of Oxford 2007 — 2010
BA, Economics and Management
Downe House 2002 — 2007
Barclays April 2015 - Present
Barclays December 2014 - April 2015
J.P. Morgan March 2013 - December 2014
Bank of America Merrill Lynch July 2010 - March 2013
Merrill Lynch June 2009 - August 2009
Baillie Gifford August 2008 - September 2008
Skills
Investment Banking, Financial Modeling, Bloomberg, Valuation, Corporate Finance, LBO, Equity Research, Mergers, M, Mergers & Acquisitions, Banking, Equities, Investments
Education
University of Oxford 2007 — 2010
BA, Economics and Management
Downe House 2002 — 2007
Damon Moran's Merrill Lynch Experience November 2005 - February 2012
Job Vice President / Financial Advisor at T.S. Phillips Investments
Industry Financial Services
Experience
T.S. Phillips Investments February 2012 - Present
Merrill Lynch November 2005 - February 2012
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Series 63, Equities, Fixed Income, Investment Strategies, Financial Advisory, Asset Management, Estate Planning
Education
University of Oklahoma 1996 — 2001
Bachelor of Business Administration (BBA), Finance, General
T.S. Phillips Investments February 2012 - Present
Merrill Lynch November 2005 - February 2012
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Series 63, Equities, Fixed Income, Investment Strategies, Financial Advisory, Asset Management, Estate Planning
Education
University of Oklahoma 1996 — 2001
Bachelor of Business Administration (BBA), Finance, General
Art Alexander's Merrill Lynch Experience October 1972 - Present
Job Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 1972 - Present
Skills
Team Building, Investments, Financial Modeling, Wealth Management, Series 7, Financial Analysis, Asset Management, Mutual Funds, Fixed Income, Equities, Asset Managment, Strategic Planning, Private Equity, Process Improvement, Alternative Investments, Valuation
Education
University of Oklahoma 1970 — 1972
Master of Business Administration (M.B.A.)
University of Oklahoma 1966 — 1970
Bachelor of Arts (B.A.), Math and Economics
Merrill Lynch October 1972 - Present
Skills
Team Building, Investments, Financial Modeling, Wealth Management, Series 7, Financial Analysis, Asset Management, Mutual Funds, Fixed Income, Equities, Asset Managment, Strategic Planning, Private Equity, Process Improvement, Alternative Investments, Valuation
Education
University of Oklahoma 1970 — 1972
Master of Business Administration (M.B.A.)
University of Oklahoma 1966 — 1970
Bachelor of Arts (B.A.), Math and Economics
Nicole Heyland's Merrill Lynch Experience May 2006 - August 2008
Job Business Analysis & Reporting Analyst at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil April 2014 - Present
ExxonMobil August 2011 - April 2014
ExxonMobil January 2010 - August 2011
Endeavour International Corp. June 2009 - July 2009
Merrill Lynch May 2006 - August 2008
Skills
Strategy, Analysis, Finance, Business Analysis, Leadership, Financial Reporting, Business Strategy, Contract Management, Accounting, Budgets, Internal Controls, Account Reconciliation, Petroleum, Financial Accounting, Internal Audit, Financial Analysis, Corporate Finance, Project Management
Education
University of Oklahoma - Price College of Business 2008 — 2009
MBA, Dual Concentration: Corporate Finance & Energy
University of Oklahoma - Price College of Business 1999 — 2003
BBA, Finance
The London School of Economics and Political Science (LSE)
Summer Study Abroad, Corporate Finance
ExxonMobil April 2014 - Present
ExxonMobil August 2011 - April 2014
ExxonMobil January 2010 - August 2011
Endeavour International Corp. June 2009 - July 2009
Merrill Lynch May 2006 - August 2008
Skills
Strategy, Analysis, Finance, Business Analysis, Leadership, Financial Reporting, Business Strategy, Contract Management, Accounting, Budgets, Internal Controls, Account Reconciliation, Petroleum, Financial Accounting, Internal Audit, Financial Analysis, Corporate Finance, Project Management
Education
University of Oklahoma - Price College of Business 2008 — 2009
MBA, Dual Concentration: Corporate Finance & Energy
University of Oklahoma - Price College of Business 1999 — 2003
BBA, Finance
The London School of Economics and Political Science (LSE)
Summer Study Abroad, Corporate Finance
Irene Gianos's Merrill Lynch Experience 1994 - 1997
Job Blogger / Entrepreneur / Consultant / Brand Ambassador / PR / TheOPLife.com / HonestlyMargo.com
Industry Publishing
Experience
The OP Life April 2012 - Present
Xperience Connections March 2009 - 2013
Arbonne International September 2005 - 2013
Weight Watchers 1999 - 2004
Merrill Lynch 1994 - 1997
Skills
Social Media, Fashion Blogging, Interior Design, Blogging, Marketing, Sales, Wellness, Coaching, Public Speaking, Leadership, Personal Development, Beauty Industry, Team Building, Small Business, Social Networking, Customer Service, Training, Event Planning, Marketing Strategy, Leadership Development
Education
University of Oklahoma - Price College of Business 1990 — 1994
BBA, Marketing
The OP Life April 2012 - Present
Xperience Connections March 2009 - 2013
Arbonne International September 2005 - 2013
Weight Watchers 1999 - 2004
Merrill Lynch 1994 - 1997
Skills
Social Media, Fashion Blogging, Interior Design, Blogging, Marketing, Sales, Wellness, Coaching, Public Speaking, Leadership, Personal Development, Beauty Industry, Team Building, Small Business, Social Networking, Customer Service, Training, Event Planning, Marketing Strategy, Leadership Development
Education
University of Oklahoma - Price College of Business 1990 — 1994
BBA, Marketing
Richard N. Andrews's Merrill Lynch Experience 2006 - 2008
Job Director, Internal Audit
Industry Retail
Experience
Les Schwab Tire Centers February 2008 - Present
Merrill Lynch 2006 - 2008
The Regence Group 2000 - 2005
PacifiCorp 1983 - 2000
Mercantile National Bank 1982 - 1983
ACS 1980 - 1982
Skills
General Ledger, Financial Statements, Internal Audit, Sarbanes-Oxley Act, Internal Controls, US GAAP, GAAP, Financial Reporting, Account Reconciliation, Sarbanes-Oxley, Bank Reconciliation, Financial Accounting, CPA, Auditing, Financial Analysis
Education
University of Oregon 1977 — 1980
BS, Computer Information Science / Accounting
Beaverton High School
Les Schwab Tire Centers February 2008 - Present
Merrill Lynch 2006 - 2008
The Regence Group 2000 - 2005
PacifiCorp 1983 - 2000
Mercantile National Bank 1982 - 1983
ACS 1980 - 1982
Skills
General Ledger, Financial Statements, Internal Audit, Sarbanes-Oxley Act, Internal Controls, US GAAP, GAAP, Financial Reporting, Account Reconciliation, Sarbanes-Oxley, Bank Reconciliation, Financial Accounting, CPA, Auditing, Financial Analysis
Education
University of Oregon 1977 — 1980
BS, Computer Information Science / Accounting
Beaverton High School
Teddie Laframboise's Merrill Lynch Experience 1986 - 1988
Job Owner, Stevens Creek Farm
Industry Farming
Experience
Stevens Creek Farm 1994 - Present
Merrill Lynch 1986 - 1988
Education
University of Ottawa / Université d'Ottawa
Bachelor of Commerce (B.Com.), International Finance
University of Toronto
Bachelor of Education (B.Ed.), Primary junior
Stevens Creek Farm 1994 - Present
Merrill Lynch 1986 - 1988
Education
University of Ottawa / Université d'Ottawa
Bachelor of Commerce (B.Com.), International Finance
University of Toronto
Bachelor of Education (B.Ed.), Primary junior
Michael J Johnson's Merrill Lynch Experience June 2010 - September 2010
Job Senior Associate at PwC Consulting
Industry Management Consulting
Experience
PwC December 2013 - Present
Fisher Investments December 2012 - July 2013
Capital Pacific July 2012 - December 2012
MC Capital June 2011 - March 2012
University of Oregon Economics Dept. January 2011 - May 2011
Merrill Lynch June 2010 - September 2010
InField Marketing Group March 2010 - March 2010
IMG January 2010 - February 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Acquisition Integration, Management Consulting, Mergers & Acquisitions, Investment Banking, Investments, Financial Statement..., LBO, Commercial Real Estate, Finance, Asset Management, DCF Valuation, Valuation, Real Estate Financing, Portfolio Management, Due Diligence, Financial Modeling, Additional Computer..., Valuation Modeling and..., STATA Economic..., Management, Microsoft Excel, Social Media, Financial Analysis, Microsoft Office
Education
University of Oregon 2006 — 2011
Bachelor's of Science, Economics & Finance
PwC December 2013 - Present
Fisher Investments December 2012 - July 2013
Capital Pacific July 2012 - December 2012
MC Capital June 2011 - March 2012
University of Oregon Economics Dept. January 2011 - May 2011
Merrill Lynch June 2010 - September 2010
InField Marketing Group March 2010 - March 2010
IMG January 2010 - February 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Acquisition Integration, Management Consulting, Mergers & Acquisitions, Investment Banking, Investments, Financial Statement..., LBO, Commercial Real Estate, Finance, Asset Management, DCF Valuation, Valuation, Real Estate Financing, Portfolio Management, Due Diligence, Financial Modeling, Additional Computer..., Valuation Modeling and..., STATA Economic..., Management, Microsoft Excel, Social Media, Financial Analysis, Microsoft Office
Education
University of Oregon 2006 — 2011
Bachelor's of Science, Economics & Finance
Dragomir Kolev's Merrill Lynch Experience March 2007 - July 2009
Job Portfolio Manager
Industry Investment Management
Experience
TFO Financial Institutions Restructuring Fund December 2010 - Present
Community USA HoldCo July 2009 - September 2010
Merrill Lynch March 2007 - July 2009
Merrill Lynch July 1999 - December 2007
Skills
Hedge Funds, Portfolio Management, Investments, Investment Banking, Private Equity, Valuation, Equities, Capital Markets, Alternative Investments, Mergers & Acquisitions, Derivatives, Fixed Income, Mergers, Emerging Markets, Financial Analysis, Bloomberg, Asset Management, Asset Allocation, Equity Research, Financial Structuring, Venture Capital, Investment Management, Trading, Securities, Financial Markets, Equity Derivatives
Education
Williams College 1995 — 1999
University of Oxford 1997 — 1998
University of Pennsylvania - The Wharton School
Executive Program
TFO Financial Institutions Restructuring Fund December 2010 - Present
Community USA HoldCo July 2009 - September 2010
Merrill Lynch March 2007 - July 2009
Merrill Lynch July 1999 - December 2007
Skills
Hedge Funds, Portfolio Management, Investments, Investment Banking, Private Equity, Valuation, Equities, Capital Markets, Alternative Investments, Mergers & Acquisitions, Derivatives, Fixed Income, Mergers, Emerging Markets, Financial Analysis, Bloomberg, Asset Management, Asset Allocation, Equity Research, Financial Structuring, Venture Capital, Investment Management, Trading, Securities, Financial Markets, Equity Derivatives
Education
Williams College 1995 — 1999
University of Oxford 1997 — 1998
University of Pennsylvania - The Wharton School
Executive Program
Aaron Kohn, CPWA's Merrill Lynch Experience November 2002 - November 2008
Job First Vice President Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services November 2008 - Present
Merrill Lynch November 2002 - November 2008
Prudential Securities December 1998 - November 2002
Education
University of Oregon - Charles H. Lundquist College of Business 1992 — 1996
BS, Finance & Management
UBS Financial Services November 2008 - Present
Merrill Lynch November 2002 - November 2008
Prudential Securities December 1998 - November 2002
Education
University of Oregon - Charles H. Lundquist College of Business 1992 — 1996
BS, Finance & Management
Mathew Tong, CFP®'s Merrill Lynch Experience October 2013 - May 2014
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. May 2014 - Present
Merrill Lynch October 2013 - May 2014
Merrill Edge April 2011 - May 2014
Bank of America September 2002 - July 2007
Education
University of Oregon 1996 — 1999
B.A., Communication Sciences and Disorders, General
JPMorgan Chase Bank, N.A. May 2014 - Present
Merrill Lynch October 2013 - May 2014
Merrill Edge April 2011 - May 2014
Bank of America September 2002 - July 2007
Education
University of Oregon 1996 — 1999
B.A., Communication Sciences and Disorders, General
Josh McCall's Merrill Lynch Experience 2006 - 2008
Job Team Lead, Fundamental Analytics at BP
Industry Oil & Energy
Experience
BP February 2013 - Present
BP September 2008 - February 2013
Merrill Lynch 2006 - 2008
Merrill Lynch 2004 - 2006
Merrill Lynch 2001 - 2004
Skills
Trading, Natural Gas, Strategy, Finance, Energy Markets, Risk Management
Education
University of Oklahoma - Price College of Business 1996 — 2000
BBA, Finance
BP February 2013 - Present
BP September 2008 - February 2013
Merrill Lynch 2006 - 2008
Merrill Lynch 2004 - 2006
Merrill Lynch 2001 - 2004
Skills
Trading, Natural Gas, Strategy, Finance, Energy Markets, Risk Management
Education
University of Oklahoma - Price College of Business 1996 — 2000
BBA, Finance
Molly Allare's Merrill Lynch Experience June 2014 - August 2014
Job Student at University of Notre Dame
Industry Information Technology and Services
Experience
Merrill Lynch June 2014 - August 2014
Camp Waldemar June 2013 - July 2013
Merrill Lynch June 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Oracle SQL Developer, Oracle Application...
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor's Degree, Computer/Information Technology Administration and Management
Merrill Lynch June 2014 - August 2014
Camp Waldemar June 2013 - July 2013
Merrill Lynch June 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Oracle SQL Developer, Oracle Application...
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor's Degree, Computer/Information Technology Administration and Management
Christine Sardelich's Merrill Lynch Experience September 2011 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
Discovery Builders, Inc. January 2006 - September 2011
Education
University of Oregon 1993 — 1997
Bachelor of Science (BS), Physcology
Watsonville High School 1989 — 1993
Graduate
Merrill Lynch September 2011 - Present
Discovery Builders, Inc. January 2006 - September 2011
Education
University of Oregon 1993 — 1997
Bachelor of Science (BS), Physcology
Watsonville High School 1989 — 1993
Graduate
Jun Young Kim's Merrill Lynch Experience June 2014 - July 2014
Job Student at University of Notre Dame Mendoza College of Business
Industry
Experience
Merrill Lynch June 2014 - July 2014
Woori Investment & Securities June 2013 - August 2013
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Merrill Lynch June 2014 - July 2014
Woori Investment & Securities June 2013 - August 2013
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank