Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
TruSec Consulting LLC January 2015 - Present
Merrill Lynch January 1999 - September 2009
STACI (Saisha Technology and Circuits International) August 2006 - August 2007
Nations Bank\Bank of America April 1993 - August 1994
Skills
Financial Services, Information Security, Office Management, Security, Training, Finance, Analysis, Management, Risk Assessment, Risk Management, Networking, Sarbanes-Oxley Act, Banking
Education
University of Phoenix
Business Administration and Management, General
Strategic Value Partners January 2013 - May 2014
Apax Partners July 2011 - December 2012
Merrill Lynch July 2009 - June 2011
Moore Capital Management December 2006 - October 2007
Skills
Financial Modeling, Leveraged Finance, Principal Investing, Investment Valuation, Credit Analysis, Business Strategy, Global Human Resources..., Valuation
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Major in Strategic Management, Concentration in Law
New York University, Stern School of Business 2005 — 2009
B.S., Finance, Accounting
Invitation Homes September 2013 - Present
TPG Capital April 2010 - September 2013
Merrill Lynch July 2007 - August 2009
Merrill Lynch July 2006 - July 2007
Delaware Investments June 2005 - August 2005
Commerce Capital Markets June 2004 - August 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Bloomberg, Investments, Due Diligence, Equities, Fixed Income, Corporate Finance, Asset Managment, Capital Markets, Securities
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science in Economics, Concentration in Marketing
Merrill Lynch August 2005 - Present
Skills
Windows Server, Active Directory, Disaster Recovery, Servers, VMware ESX
Education
University of Phoenix 2004 — 2007
Bachelor of Science (B.S.), Information Technology
Bank of America Merrill Lynch January 2011 - Present
Merrill Lynch Bank of America January 2010 - January 2011
Merrill Lynch June 1986 - January 2010
Skills
Mutual Funds, Alternative Investments, Financial Services, Securities, Series 7, Trading, Equities, Portfolio Management, Finance, Risk Management, Options, Business Analysis, Hedge Funds, Wealth Management, Fixed Income, Vendor Management, Asset Management, Management
Education
Massachusetts Institute of Technology 2011 — 2014
Executive Education Operations and Technology
University of Pennsylvania - The Wharton School 2006 — 2008
Saint John's University 1983 — 1986
BS, Management / Finance
Eaton Partners, LLC February 2012 - Present
Kayne Anderson Capital Advisors 2011 - 2012
Versa Capital Management 2009 - 2011
Merrill Lynch 2007 - 2009
Booz Allen Hamilton 2003 - 2005
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance & Accounting
Fulbright Scholarship 2002 — 2003
Fulbright Scholar
Yale University 1997 — 2001
B.A., Political Science
Germantown Friends
Focus Financial Group of the Great Lakes, Convergence College Planning January 2010 - Present
Merrill Lynch October 2009 - January 2010
Bank of America October 2008 - October 2009
LaSalle Financial Services September 2002 - October 2008
Skills
College Education..., Wealth and Wisdom..., Wealth Management..., Social Security..., Retirement Planning, Finance, Financial Advisory, Retirement, Wealth Management, Financial Services, Portfolio Management, Investment Advisory, Insurance, Investment Strategies, Securities, Mutual Funds, Investments
Education
University of Phoenix 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Q Clothier / Rye 51 June 2015 - Present
Merrill Lynch October 2014 - Present
Merrill Lynch January 2008 - Present
Skills
Series 7, FINRA, Retirement Planning, Securities, Investment Advisory, Thompson One, Uniform Combined State..., Wealth Management, Series 63, Series 65, Mutual Funds, Asset Allocation, 401k, IRAs, Equities, Financial Advisory, Financial Services
Education
University of Phoenix
Bachelor of Science (B.S.), Business Administration and Management, General
Merrill Lynch 1985 - Present
Allied Bank of Texas (now Wells Fargo) 1973 - 1985
Skills
Series 7, Series 63, Series 65, Securities
Education
University of Wisconsin-Madison 1970 — 1971
mba finance
University of Wisconsin-Madison 1967 — 1970
BS, anthropology/biology
Washington senior high school 1963 — 1967
University of Pennsylvania - The Wharton School
CIMA, finance
Wells Fargo April 2014 - Present
Wells Fargo Bank April 2009 - April 2014
Wells Fargo Bank August 2008 - April 2009
Wells Fargo Bank August 2007 - August 2008
Wells Fargo Bank April 2005 - July 2007
Wells Fargo Bank March 2003 - April 2005
Golden One, Inc. January 2000 - June 2004
Alpha Analytics, LLC March 2002 - March 2003
ING Investment Management March 2001 - March 2002
Merrill Lynch October 1998 - January 2000
Skills
Series 7, Banking, Credit, Loans, Finance, Consumer Lending, Small Business Lending, Credit Analysis, Mortgage Lending, Retail Banking, Commercial Lending
Education
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Finance & Multinational Management
Deutsche Bank November 2013 - Present
ProShare Advisors, LLC July 2008 - November 2013
State Street July 2005 - August 2008
Merrill Lynch March 2003 - June 2005
Barclays Global Investors June 2000 - July 2003
Prudential Financial April 1999 - July 2000
ING 1995 - 1998
SunAmerica Financial Group April 1992 - June 1995
Skills
Alternative Investments, ETFs, Mutual Funds, Investments, Asset Management, Asset Allocation, Wealth Management, Hedge Funds, Investment Advisory, Financial Markets, Asset Managment, Financial Services, New Business Development, Insurance, Capital Markets, Finance, Management
Education
School of Hard Knocks 1966 — 2019
Seeking Knowledge, Wisdom, & Understanding, Psychology with Minor in Pleasant Persistence, Never Quits
University of Pennsylvania - The Wharton School 2002 — 2002
CIMA, Investment Management Analysis
Orange County 1985 — 1987
AS, Business, Marketing
Integrative Wellness Advisors 2013 - Present
NJ MomsGuide May 2008 - June 2012
Merrill Lynch 2000 - 2003
Skills
SEO, Small Business, Public Relations, Social Media Marketing, Online Advertising, Start-ups, Marketing, Event Planning, Entrepreneurship, WordPress, Web Marketing, Marketing Communications, Online Marketing, Marketing Strategy, Social Media, Email Marketing, Public Speaking, Event Management, New Business Development, Moms, Advertising, Social Networking, Customer Service, Blogging, Wellness, Nutrition
Education
Institute for Integrative Nutrition 2012 — 2013
Certified Holistic Health Coach, Integrative Nutrition
University of Phoenix
Master of Business Administration (MBA)
Merrill Lynch December 2013 - Present
University of Phoenix August 2011 - Present
Apollo Education Group May 2012 - November 2013
Apollo Education Group July 2010 - May 2012
Apollo Education Group May 2004 - July 2010
Skills
Admissions, Student Recruiting, Student Financial Aid, Leadership, Enrollment Management, Adult Education, Retaining Customers, Campus, Staff Development, Distance Learning, Academic Administration, Career Counseling, Training, Student Affairs, Leadership Development, Higher Education, Coaching, Management, College Recruiting, Time Management, Public Speaking, Academic Advising, Instructional Design, Resume Writing, E-Learning, Higher Education..., Student Development, Career Development, Student Engagement, Student Counseling, CampusVue, Teaching, Curriculum Design, Academia, Faculty Development, Curriculum Development, Conflict Resolution, Educational Leadership, College Teaching, Critical Thinking, University Teaching, Workshop Facilitation
Education
Western International University 2008 — 2009
MBA, Finance, 3.96
University of Phoenix 2004 — 2007
BS Business, Finance
Citi Private Bank April 2012 - Present
Citi Private Bank July 2010 - April 2012
Merrill Lynch March 2005 - June 2010
Advest, Inc. April 1998 - February 2005
Massachusetts Educational Finance Authority May 1994 - February 1998
Skills
Investments, Wealth Management, Series 7, Hedge Funds, Series 63, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Securities, Retirement Planning, Series 24, Alternative Investments, Equities, Fixed Income, Asset Managment, Asset Management, Portfolio Management, Financial Advisory
Education
Wharton School, University of Pennsylvania
bachelor of science, accounting & decision science
dover-sherborn high school
Self-employed 2009 - 2012
Merrill Lynch 1998 - 2006
Assorted Hair Salons from private to Company 1988 - 1998
Huntley Green Nusery 1987 - 1992
Skills
Connecting with people
Education
University of Phoenix 2012 — 2014
BS of Management, Business Administration and Management, General, 3.5
Bank of America May 2013 - Present
Bank of America Merrill Lynch July 2010 - April 2013
Merrill Lynch November 2006 - July 2010
Zimmer Lucas Partners January 2005 - July 2006
Goldman Sachs October 2000 - January 2005
Donaldson, Lufkin & Jenrette July 1999 - October 2000
Skills
Spanish, Hedge Funds, Equities, Investment Banking, Valuation, Equity Research, Financial Modeling, Securities, Financial Analysis, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelors of Science, Finance
Pine Crest School
Lenox Advisors September 2011 - Present
Lenox Foundation June 2013 - Present
HRMA August 2009 - December 2011
Consultant 2009 - September 2011
Merrill Lynch 1987 - 2008
Merrill Lynch 2003 - 2005
Merrill Lynch 2001 - 2003
Merrill Lynch 1998 - 2001
Merrill Lynch 1995 - 1998
Merrill Lynch 1992 - 1995
Skills
Deferred Compensation, Talent Management, Recruiting, Human Resources, Change Management, Diversity & Inclusion, Wealth Management, Talent Acquisition, Leadership Development, Succession Planning, Compensations, Employee Relations, HR Policies, Financial Services, Employee Benefits, Strategic Planning, Performance Management, Coaching, Leadership, Workforce Planning, Employee Engagement, HR Consulting, Management, Organizational Design, Insurance, HRIS, Employment Law, Organizational..., Mergers & Acquisitions, Finance, Onboarding, Strategy
Education
University of Phoenix
B.S., Business Management
University of Phoenix
M.M., Human Resources
West Angeles Church of God in Christ January 2000 - Present
Love Center Ministries October 2006 - July 2010
Merrill Lynch April 2002 - September 2006
Merrill Lynch August 2000 - March 2002
Merrill Lynch November 1999 - July 2000
Merrill Lynch January 1999 - October 1999
Merrill Lynch April 1996 - December 1998
Merrill Lynch February 1995 - March 1996
Merrill Lynch July 1992 - January 1995
Merrill Lynch December 1987 - June 1992
Skills
Leadership, Training, Performance Management, Leadership Development, Employee Relations, Organizational..., Change Management, Management, Talent Management, Recruiting, Human Resources, Operations Management, Coaching, Employee Benefits, Customer Service, Strategic Planning, Personnel Management, Supervisory Experience, Employee Recognition, Succession Planning, Nonprofits, Interviews, Career Development, Customer Satisfaction, Business Strategy, Time Management, Non-profits, Emotional Intelligence, Conflict Resolution, Organizational..., Negotiation, Employee Engagement, Talent Acquisition, Financial Services, Strategic Partnerships, Risk Management, Mentoring, Compliance, Organizational Change, Communication Skills, Interpersonal Skill, Public Speaking, Workshop Facilitation, Onboarding, Customer Relations, Client Relations Skills, Interviewing Skills, Strategic Thinking, Strong Business Acumen, Strategy
Education
Villanova University 2015 — 2016
Master's Degree, Human Resources Development
University of Phoenix 2012 — 2014
Bachelor's Degree, Human Resource Management
University of Phoenix 2010 — 2012
Associate's Degree, Foundations of Business
Polk State College 1980 — 1981
General Education
KarpReilly, LLC September 2015 - Present
Financo, Inc. July 2013 - September 2015
JHP September 2010 - May 2013
Financo, Inc. June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, Strategic Planning, Data Analysis, Economics, Corporate Finance, PowerPoint, Investment Banking, Valuation, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.S.), Finance
Friends Academy 2007 — 2009
Pine Crest School 2005 — 2007
UBS Financial Services, Inc. March 2013 - Present
UBS Financial Services, Inc. November 2008 - February 2013
Merrill Lynch February 2005 - November 2008
Morgan Stanley 2001 - 2005
Education
CFA Institute
CFA
University of Pennsylvania - The Wharton School
Zahner Development 2002 - Present
HFF May 2012 - April 2013
Marcus & Millichap February 2003 - July 2004
Merrill Lynch December 2001 - February 2003
Skills
Real Estate, CFA Level III Candidate, Chartered Financial..., Corporate Finance, Financial Modeling, Valuation, Investments, Asset Management, Private Equity, Portfolio Management, Due Diligence, Real Estate Economics, Real Estate Development, Disposition, Brokerage
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
MBA, Finance & Accounting, 3.96
University of Pennsylvania 1997 — 2001
B.A., English
Wharton School, University of Pennsylvania 1997 — 2001
B.S., Economics
RBC Capital Markets October 2007 - Present
Tomorrow's Genius September 2007 - Present
GreenPoint Global 2002 - Present
RBC -- Hass Fellowship Program, University of California at Berkeley August 2011 - Present
EDHEC Business School September 2013 - Present
Natixis Capital Markets 2002 - 2007
Merrill Lynch 1999 - 2002
Goldman Sachs 1996 - 1999
Moody's Investors Service 1993 - 1996
Citicorp 1989 - 1993
Skills
Capital Markets, Financial Structuring, Debt, Hedge Funds, Equities
Education
New York University - Leonard N. Stern School of Business 1992 — 2001
Ph.D., Finance
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
Merrill Lynch 2013 - Present
Merrill Lynch November 2009 - January 2013
Merrill Lynch March 2006 - November 2009
Centennial Wireless April 2000 - April 2004
Skills
Series 7, Equities, Portfolio Management, Mutual Funds, Investments, Wealth Management, Fixed Income, Financial Analysis, Investment Banking, Asset Management, Retirement Planning, Margin, Options, Foreign Exchange, Currency Exchange
Education
University of Phoenix 2012 — 2016
Bachelor of Science (BS), Sustainability Enterprise Management
The Advisory Board Company August 2014 - Present
Civitas Learning October 2013 - April 2014
Double Line Inc. 2009 - 2013
Michael & Susan Dell Foundation 2005 - 2007
San Diego Unified School District 2003 - 2005
ThinkEquity Partners 2001 - 2002
Merrill Lynch 2000 - 2001
The Robinson-Humphrey Company 1997 - 2000
Skills
Project Management, Product Management, Strategy, Educational Technology, Education Reform, Consulting, Finance
Education
The Wharton School, University of Pennsylvania
Master of Business Administration (M.B.A.), Finance
University of Virginia
Bachelor of Science (B.S.), Accounting
ICV Partners, LLC June 2015 - August 2015
Coller Capital October 2012 - June 2014
Cain Brothers & Company, LLC October 2010 - October 2012
Bank of America Merrill Lynch January 2010 - September 2010
Merrill Lynch June 2008 - August 2008
Skills
Private Equity, Financial Modeling, Valuation, Investments, LBO, Investment Banking, Mergers & Acquisitions, Alternative Investments, Due Diligence, Financial Analysis, Data Analysis, Capital Markets
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science in Economics, Finance
Korn/Ferry International February 2010 - Present
Boston Consulting Group 2007 - 2008
Merrill Lynch 2000 - 2005
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
University of Southern California - Marshall School of Business 1996 — 2000
BS, Marketing and Finance
PayPal June 2014 - Present
Intuit January 2013 - May 2014
Trulia 2009 - January 2013
Kaiser Permanente September 2008 - December 2009
Visa International May 2008 - September 2008
Riverside Publishing February 2007 - May 2008
Visa International April 2006 - February 2007
Cisco Systems February 2005 - April 2006
Merrill Lynch April 2003 - February 2005
Holden Motors, Australia October 2002 - April 2003
Skills
Test Automation, System Testing, LoadRunner, Quality Center, Selenium, Test Planning, Subversion, Testing, Test Automation..., Core java, QTP, Scrum, XML, Regression Testing, Core Java, Agile Methodologies, HP Quality Center, HP QTP, Test Management, Manual Testing
Education
University of Phoenix 2006 — 2007
Master of Science, Information Systems
Merrill Lynch September 2015 - Present
NYU Stern School of Business October 2014 - Present
Senior Snapshots March 2012 - Present
Alpine Meridian, Inc. June 2015 - August 2015
Atlantic Health June 2014 - August 2014
Boy Scouts of America October 2009 - July 2014
Skills
Microsoft Office, Microsoft Excel, Leadership, Project Management, Nonprofits, Fundraising, Program Development, Public Speaking, Equity Trading, Photography, Photoshop, Graphic Design, Team Leadership, Management, Training, Public Relations, Social Media, Event Planning, Healthcare Management, Medical Billing, HIPAA, Marketing
Education
New York University - Leonard N. Stern School of Business 2014 — 2018
Bachelor's Degree, Finance and Financial Management Services
Morris Catholic High School 2010 — 2014
High School, 4.14/4.0
University of Pennsylvania - The Wharton School 2013 — 2013
Leadership in the Business World (LBW)
BNP Paribas August 2013 - Present
Ridgemont Equity Partners May 2012 - July 2012
The Riverside Company September 2007 - June 2011
Harris Williams & Co. July 2005 - July 2007
Merrill Lynch 2004 - 2004
Skills
Private Equity, LBO, Financial Modeling, Due Diligence, Corporate Finance, Investments, M&A experience, Investment Banking, Corporate Development, Strategy, Financial Analysis, Business Valuation, Equities, Growth Capital, Leveraged Finance, Valuation
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Healthcare Management
Wake Forest University 2000 — 2005
Bachelor of Science & Master of Science, Finance, Accounting
Leslie Rudd Investment Company July 2014 - Present
Vail Resorts June 2009 - July 2014
Merrill Lynch July 2007 - June 2009
Education
University of Pennsylvania - The Wharton School 2001 — 2007
BS, Economics
Oppenheimer & Co. Inc. February 2014 - Present
Oppenheimer & Co. April 2007 - February 2014
Merrill Lynch 1999 - 2003
Morgan Stanley 1986 - 1999
Skills
Fixed Income, Investment Banking, Securities, Hedge Funds, Investments, Alternative Investments, Capital Markets, Equities, Wealth Management, Series 63, Series 7
Education
University of Pennsylvania - The Wharton School 1967 — 1969
MBA
Wake Forest University 1961 — 1965
Bachelor of Arts (B.A.), Economics
ICAP CORPORATES LLC December 2013 - Present
TD Securities (USA) LLC February 2013 - December 2013
ADP Broker-Dealer, Inc May 2012 - July 2012
Merrill Lynch February 2005 - March 2012
The Bank of New York December 2001 - January 2005
Merrill Lynch, Pierce, Fenner & Smith, Inc April 1999 - June 2001
Skills
Compliance, Regulatory Requirements, Organizational..., Equities, Investments, FINRA, Hedge Funds, Securities
Education
University of Phoenix 2003 — 2006
Master of Business Administration, Business and Marketing
The State University 1992 — 1996
Bachelor of Arts, Political Science and Government
Paralegal Program 1990 — 1992
Ft. Lauderdale College, Paralegal Program
Morgan Stanley June 2015 - Present
Merrill Lynch April 2014 - June 2015
Bank of America May 2013 - April 2014
Bank of America October 2012 - May 2013
Bank of America September 2010 - October 2012
Bank of America February 2008 - September 2010
Skills
Employee Training, Customer Service, Team Building, Leadership, Customer Experience, Process Improvement, Sales Management, Strategic Planning, Business Development, Event Planning, Public Speaking, Business Planning, Talent Acquisition, Social Networking, Hands-on Training, Performance Management, Training, Loans, Banking, Retail, Credit
Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), Sociology
University of Phoenix
Master of Business Administration (M.B.A.)
Aon Hewitt February 2014 - Present
State of Florida October 2012 - October 2013
Aon Hewitt April 2011 - October 2012
www.transactionmanagementconsultants.com April 2010 - April 2011
Keller Williams Realty April 2006 - September 2008
Concord Management June 2003 - March 2004
SPRINT PCS September 2000 - September 2001
Merrill Lynch May 1994 - May 2000
Skills
Project Management, Real Estate, Customer Service, Marketing, Budgets, Facebook, Interviews, Management, Public Speaking, Leadership, Outlook, Training, Customer Satisfaction, Team Building
Education
University of Phoenix 2004 — 2009
Bachelors, Business Management
National Glatt - Tzali's Food Group and Distribution February 2015 - Present
Retail and Business Development Consulting October 2013 - Present
99 Cents Only Stores January 2014 - October 2014
Vons/Pavilions Supermarket April 2011 - January 2014
Towelmate, Inc February 2010 - April 2011
Fresh & Easy Neighborhood Market August 2007 - July 2010
Merrill Lynch December 2005 - December 2006
Albertsons Supermarket July 1996 - December 2004
Skills
Sales, Merchandising, Retail, Grocery, Customer Service, Payroll, Store Operations, New Store Openings, New Store Launches, Profit, Leadership, Management, Inventory Management, Inventory Control, Store Management, Employee Relations, Visual Merchandising, People Development, Planograms, POS, Big Box, Shrinkage, Cross-functional Team..., Income Statement, P&L, Loss Prevention, Driving Results, CPFR, Multi-unit, Multi-Unit
Education
University of Phoenix 2004 — 2006
Bachelor of Science, Business Administration, Economics-Finance
Confio Software July 2011 - July 2013
IPsoft June 2011 - July 2011
ProBuild Holdings January 2011 - June 2011
OppenheimerFunds May 2006 - December 2010
The Sports Authority June 2003 - May 2006
ICG Communications 1997 - 2003
CH2M HILL March 1997 - December 1997
Merrill Lynch March 1996 - March 1997
Skills
Data Warehousing, Oracle, ETL, SQL Tuning, Oracle RAC, Oracle E-Business Suite, Databases, PL/SQL, Data Modeling, Database Administration, Performance Tuning, Oracle HR, Business Intelligence, Unix, Database Design, High Availability, Disaster Recovery, Enterprise Architecture, Replication
Education
University of Phoenix 1997 — 1999
BSIS, Information Systems
Cushman & Wakefield 2004 - Present
Cushman & Wakefield Securities, Inc. 2004 - Present
GE Capital 1998 - 2004
Donaldson, Lufkin & Jenrette 1996 - 1997
Smith Barney 1994 - 1996
Merrill Lynch 1986 - 1994
Skills
Valuation, Debt, Due Diligence, Real Estate, Private Equity, Financial Modeling, Structured Finance, Capital Markets, Investments, Mergers
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance, Real Estate
Vassar College 1982 — 1986
A.B., Economics
Stuyvesant High School 1978 — 1982
Birch Wathen 1972 — 1978
The Hole in the Wall Gang Camp January 2013 - Present
Deutsche Bank September 2013 - Present
TD Bank Group February 2012 - December 2012
Various Financial Companies January 2008 - December 2012
Mizuho Capital Markets January 2007 - December 2007
Citi February 2005 - August 2006
GE, Unilever, JPMorgan Chase & Deutsche Bank (Consultant with Spherion and Starpoint Solutions) March 2002 - December 2004
Merrill Lynch April 2000 - February 2002
Zurich Capital Markets January 1997 - April 2000
Skills
Risk Management, Internal Audit, Financial Risk, Sarbanes-Oxley Act, Financial Services, Business Process..., Enterprise Risk..., Internal Controls, Auditing, Change Management, Governance, Management, Process Improvement, Banking, Leadership, Operational Risk..., Strategy, Human Resources, Regulatory Requirements, Compliance, Capital Markets, PMO, KYC, SDLC, Training, Accounting, Fixed Income, Middle Office, Cash Management, Quality Auditing, Operational Risk, Restructuring, Back Office, Business Continuity, IT Audit, SOX, Language Skills, Front Office, Financial Audits, Fraud, Software Documentation, Fraud Investigations, Cost Savings, Risk, Compliance Audits, Risk Mitigation, Financial Control, AML, Finance, Securities Regulation
Education
University of Phoenix 2003 — 2006
MA, Organizational Management
University of Phoenix 2001 — 2003
Bachelor's Degree, Accounting, 3.6
Lauralton Hall
Diploma, College Prep
Merrill Lynch February 2007 - October 2009
Norgren July 2005 - February 2007
INC July 2005 - February 2007
AJ Robbins PC July 2002 - April 2005
AJ Robbins July 2002 - April 2005
AJ Robbins July 2002 - April 2005
Levine, Hughes & Mithuen, LLC December 1998 - June 2002
Hughes & Mithuen, Inc December 1997 - June 2002
Education
University of Phoenix 2008 — 2010
BS/A, Bachelor in Business Administration
Mansfield Business College 1991 — 1992
Certificate, Office Automation Specialist
Northeastern University Social Impact Council February 2015 - May 2015
NU Student Government Association September 2014 - May 2015
NU Center for Community Service October 2014 - March 2015
Northeastern University Work Study September 2014 - December 2014
Surprise Lake Camp June 2014 - August 2014
Merrill Lynch September 2013 - May 2014
Skills
Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, History, Stock Market, Mathematics, Leadership, Teaching, Macroeconomics, Financial Accounting, Multivariable Calculus, Vector Calculus, Microeconomics, Food Service, Fundraising, Social Media, Management, Teamwork, Research
Education
University of Pennsylvania - The Wharton School 2015 — 2018
Bachelor’s Degree, Accounting and Finance
Northeastern University 2014 — 2015
Bachelor’s Degree, Combined Major in Mathematics and Business Administration
Bergen County Academies, Academy for Medical Science and Technology 2010 — 2014
High School Diploma, Medicine
Credit Suisse June 2015 - Present
Credit Suisse June 2014 - August 2014
Merrill Lynch May 2013 - July 2013
Online Resources Corporation May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Marketing, Analysis, Market Research, Data Analysis, Microsoft Word, Leadership
Education
University of Pennsylvania - The Wharton School 2011 — 2015
B.S Economics, Finance, Operations and Information Management
Flushing Bank August 2013 - Present
Wells Fargo Bank, N.A. June 2012 - August 2013
Mitsubishi UFJ Union Bank 2005 - 2012
Standard & Poor's 1992 - September 2005
EY 1991 - 1992
Deloitte 1989 - 1991
Bank of America 1985 - 1989
Merrill Lynch 1983 - 1985
Marriott International June 1984 - August 1984
Wells Fargo 1981 - 1983
Skills
Counterparty Risk, Credit, Capital Markets, Banking, Ratings, Asset Management, Fixed Income, Financial Institutions, Credit Analysis, Securitization, Structured Finance, Credit Risk, Investment Banking, Debt, Bonds, Financial Markets, Capital Structure, Industry Analysis, Commercial Banking, Corporate Finance, Equities, Equity Research, Leveraged Finance, High Yield, Credit Cards, Management Consulting, Risk, Buy-side, ABS, Investments, Loans, Interest Rate Risk..., Credit Derivatives, Derivatives, Swaps, Cash Flow Forecasting, Credit Assessment, Portfolio Management, Fixed Income Products, Business Relationship..., Small Business Lending, Commercial Lending, Treasury Management, Cash Flow Lending, Secured Financing, Financial Structuring, Relationship Management, Underwriting, Financial Services, Asset Based Lending
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance, Investments, Accounting
The University of Chicago 1977 — 1981
BA in Economics with Honors, Minors: Mathematics, Statistics, Econometrics
Akiba Barrack Hebrew Academy 1971 — 1977
High School Diploma/College Prep, Bryn Mawr, PA
EMC October 2013 - Present
Albridge, an Affiliate of Pershing, a BNY Mellon Company August 2008 - October 2013
Schering-Plough December 2002 - August 2008
McKinsey & Company June 2002 - December 2002
Merrill Lynch April 1999 - April 2002
Lehman Brothers July 1998 - March 1999
Prudential Insurance November 1996 - June 1998
Spectrum Technology July 1995 - November 1996
Renault Véhicules Industriels 1983 - 1983
Skills
DevOps, Code Management, SDLC, Maven, Software Configuration..., Jenkins, Linux, Subversion, Cloud Foundry, Github, Release Management, Git, GruntJS, Gradle, Change Management, System Development Life..., Dependency Management, Software Development..., Agile Application..., Source Code Management, Integration, JIRA, Configuration Management, Version Control Tools, Software Project..., Shell Scripting, Library Management, Software Deployment, SCM, Process Improvement, Ant, Testing, Cloud Computing, MS Project, Java, Software Development, Program Management, Visual Studio, Architectures, Eclipse, Oracle, Enterprise Architecture, Bash, Workflow Software, Project Management Plan, Visio, Software Development..., Mobile Application...
Education
University of Phoenix 2002 — 2004
M.S.
The Chubb Institute 1990 — 1990
Diploma
University of Rhode Island 1979 — 1983
B.S.
Morgan Stanley Private Bank, N.A. October 2010 - Present
Merrill Lynch April 2006 - October 2010
Merrill Lynch April 2001 - April 2006
Skills
Sales Management, Consultative Selling, Relationship Marketing, Wealth Management, Selling, Loans, Series 7, Mortgage Lending, Investments, Insurance
Education
Wharton School of Business 2008 — 2008
CIMA, Certified Investment Management Analyst
College for Financial Planning 2003 — 2005
CFP, Certified Financial Planning
Emory University 1995 — 1997
BA, Psychology, Economics
Oxford College of Emory University 1992 — 1995
AA, Liberal Arts
Hackman Capital July 2013 - Present
The Wharton School August 2011 - May 2013
Lubert Adler May 2012 - June 2012
Atalaya Capital Management 2012 - 2012
Hackman Capital Partners, LLC August 2008 - July 2011
Merrill Lynch 2006 - 2008
Skills
Acquisitions, Business Development, Due Diligence, Financial Analysis, Financial Modeling, Investment Banking, Investments, Mergers, Private Equity, Valuation
Education
The Wharton School, University of Pennsylvania 2011 — 2013
MBA, Real Estate, Finance, Entrepreneurial Management
University of Southern California Law School 2004 — 2007
J.D., Real Estate & Finance
New York University - Leonard N. Stern School of Business 2001 — 2004
B.S., Finance, Accounting, Economics
Laureate International Universities July 2014 - Present
Overseas Private Investment Corporation May 2013 - July 2013
Investors' Circle January 2013 - April 2013
Bank of America 2011 - 2012
Bank of America 2009 - 2011
Merrill Lynch 2007 - 2009
Pennsylvania Inter-Governmental Cooperation Authority 2006 - 2007
TFM Group - China (Previously Vantages & Associates) 2005 - 2005
Skills
Equities, Management Consulting, Business Strategy, Non-profits, Strategy, Financial Modeling, International..., Strategic Planning, Program Management, Business Development, Market Research, Due Diligence, Start-ups, Portfolio Management, Venture Capital
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Management and Finance
University of Pennsylvania - The Wharton School 2004 — 2008
B.S in Economics and B.A in Finance, Dual Degree Program
Shred-it March 2015 - Present
Kessem Foods May 2010 - September 2013
Inserra Supermarkets October 2009 - October 2012
Merrill Lynch May 2011 - September 2012
Kessem Foods July 2011 - August 2011
Skills
Retail, Food, Sales, Customer Service, Product Development, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Analysis, Data Analysis, Management, Access, Leadership, Banking, Outlook, Business Analysis, Research, Team Leadership
Education
University of Phoenix 2013 — 2015
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Wood Ridge High School 2006 — 2010
Gen Ed
Merrill Lynch August 1980 - Present
Skills
Team Management, Team Leadership, Business Coaching, Administration, Employee Training, Creative Writing, Report Writing, Editing, Empathic Listening, Presentation Skills, Client Relations, Client Profiling, Leadership, Management, Wealth Management, Investments, Series 7, Equities, Finance, Portfolio Management, Financial Services, Securities
Education
University of Phoenix 2015 — 2017
Masters of Science, Psychology with a concentration in Industrial/Organizational Psychology
University of Phoenix 2012 — 2015
Bachelors of Science, Psychology, Honors Graduate, 3.91 GPA
Winnacunnet High School, Hampton, NH 1974 — 1978
Bank of America Merrill Lynch 1990 - Present
Merrill Lynch 1990 - Present
Skills
Bloomberg, Fixed Income, Equities, Securities, Investment Banking
Education
University of Phoenix 2005 — 2008
Associate, Business
REG Trading Company September 1990 - Present
Merrill Lynch 2000 - 2004
Skills
Strategic Planning, Operations Management, New Business Development, Contract Negotiation, Start-ups, Business Development, Business Strategy, Project Management, Team Building
Education
University of Phoenix 2007 — 2008
Master of Business Administration (MBA)
University of Phoenix 2001 — 2005
Bachelor of Science (B.S.), Business Management
De La Rosa & Co. 2011 - 2014
Cabrera Capital Markets, LLC 2010 - 2011
Stone & Youngberg 2009 - 2010
Drink-In-A-Box (www.drinkinabox.com) January 2008 - December 2008
Merrill Lynch September 2007 - December 2007
Citi June 2007 - August 2007
MITA ONG Centro de Desarrollo de Iniciativas Empresariales May 2006 - June 2006
Kaiser Permanente May 2005 - July 2005
Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Capital Markets, Fixed Income, Corporate Finance, Equities, Due Diligence, Financial Analysis, Series 7, Series 63, Investments, Structured Finance
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Southern California 2004 — 2008
B.S. Accounting; B.S. Business Administration (emphasis in Finance)
Loyola High School of Los Angeles 2000 — 2004
Seattle Metropolitan Credit Union April 2014 - Present
Kitsap Credit Union August 2004 - April 2014
Merrill Lynch February 2000 - August 2004
Kitsap Credit Union May 1989 - February 2000
Skills
Disaster Recovery, Project Management, Management, Testing, Analysis, Budgets, Technical Support, Policy, Business Planning, Internal Audit, Information Technology, Help Desk Support, Data Center, IT Management, Business Process
Education
University of Phoenix 2009 — 2011
Bachelor of Science (BS), Management
University of Phoenix 2007 — 2009
Association of Arts in Business Management, Business Administration and Management, General
SunTrust Investment Services, Inc. May 2015 - Present
Merrill Lynch May 2006 - May 2015
United States Air Force April 1984 - July 2004
Skills
Series 63 – Uniform..., Series 65 – Uniform..., Life, Health and..., Chartered Retirement..., Series 7 – General..., Wealth Management, Investments, Retirement Planning, Financial Advisory, Finance, Wealth, Financial Services, Customer Service, Leadership, Leadership Development, Management, Long-term Care, Securities, Series 7, Strategic Financial..., Strategy, Wealth Accumulation
Education
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
Tenex Capital Management August 2010 - Present
MatlinPatterson Global Advisers December 2003 - January 2009
Merrill Lynch July 2000 - June 2002
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Corporate Finance, Investment Banking, Investments, Capital Markets, Venture Capital, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1996 — 2000
BS, Finance, Spanish
University of Pennsylvania - The Wharton School 1996 — 2000
BSE, Finance, Spanish
Dwight Englewood High School
JPMorgan Chase May 2014 - Present
JPMorgan Chase December 2012 - May 2014
JPMorgan Chase June 2006 - November 2012
Merrill Lynch April 2002 - June 2006
Custer Capital January 1999 - January 2002
Prudential Securities, Inc January 1995 - January 1999
Skills
Series 7, Investments, Series 63, Financial Services, Securities, Trading, Series 24, Series 53, Series 66, Life Insurance, Fixed Annuities, Variable Annuities, Finance, FINRA, Uniform Combined State...
Education
University of Phoenix 2010 — 2012
Masters, Management, 3.83 GPA
Wells Fargo Advisors LLC September 1994 - Present
Merrill Lynch April 1984 - September 1994
Skills
Investments, Asset Allocation, Retirement Planning, Financial Advisory, Financial Analysis, 401k Rollovers, Investment Strategies, IRAs, 401k, Mutual Funds, Securities, Retirement, Fixed Annuities, Tactical Asset..., ETFs, Wealth Accumulation, Investment Planning, Variable Annuities, Long Term Care Insurance, Qualified Retirement..., Trusts, Alternative Investments, Roth IRA, Retirement Plan..., Risk Management, Saving for Education, Bonds, College Savings Plans, Financial Goals, Certified Financial...
Education
University of Tulsa 1979 — 1983
Bachelor's degree, Finance, General
University of Phoenix 2000 — 2002
Master of Arts (M.A.), Organizational Management
Winthrop-University Hospital September 2012 - Present
NorthShore LIJ Medical Center June 2012 - September 2012
Winthrop-University Hospital February 2010 - May 2012
Merrill Lynch July 2006 - April 2008
Royal Alliance Associates Inc. (Member AIG Advisor Group) September 2000 - June 2006
AIG Royal Alliance 2000 - 2006
Skills
Public Speaking, Healthcare, Process Improvement, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Research, Call Center, Microsoft Office, Budgets, Hospitals, Sales, Management
Education
University of Phoenix 2009 — 2011
BS
University of Phoenix 2008 — 2011
Bachelor of Applied Science (BASc)
Citadel LLC June 2013 - August 2013
SAC Capital August 2008 - January 2012
Morgan Stanley July 2007 - August 2008
Morgan Stanley June 2006 - August 2006
Merrill Lynch November 2005 - March 2006
Weaver Capital Management September 2004 - October 2005
MetLife Insurance Korea June 2004 - August 2004
Skills
Hedge Funds, Financial Modeling, Valuation, Investment Banking, Bloomberg, Asset Managment, Equity Research, Private Equity, Equities, Capital Markets, Asset Management, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2003 — 2007
Bachelors, Finance, Accounting, Minor in Psychology
Wells Fargo Advisors February 2009 - Present
UBS Wealth Management September 1999 - February 2009
University of Phoenix June 1995 - August 2007
School of Financial Planning March 2000 - September 2000
Merrill Lynch April 1993 - September 1999
Boeing Military May 1986 - March 1992
Bell Helicopter April 1984 - April 1986
Lockheed Martin January 1980 - April 1984
Skills
Asset Allocation, Investment Strategies, Retirement Planning, Mutual Funds, Securities, Investments, Financial Advisory, Fixed Income, Equities, Bonds, Options, Financial Services, Capital Markets, Retirement, IRAs, 401k, Estate Investment..., Investment Planning, Risk Management, Strategic Planning, Tax Efficient Strategies, Wealth Planning...
Education
Arizona State University 1977 — 1979
BSME, Mechanical Engineering
University of Phoenix 1992 — 1995
Master of Business Administration (MBA), Corporate Finance
Square 1 Bank April 2009 - Present
John Avery Boys & Girls Club 2010 - Present
John Avery Boys & Girls Club 2011 - 2014
John Avery Boys & Girls Club 2011 - 2014
Merrill Lynch February 2002 - April 2009
Wachovia August 1998 - February 2002
comerica bank September 1993 - August 1998
Comerica Bank 1993 - 1998
Skills
Venture Capital, Financial Services, Entrepreneurship, Commercial Lending, Commercial Banking, Credit Analysis, Loans, Treasury Management, Portfolio Management, Credit, Banking, Underwriting, Equities, Series 7, Cash Management, Investments, Treasury Services, Securities Lending, Strategy, Financial Analysis, Finance, Leadership, Small Business Lending, Mergers & Acquisitions, Retail Banking, Private Equity, Risk Management, Management, Wealth Management, Securities, Asset Management, Credit Risk, Sales, Small Business, Wealth Management..., Series 63, Training
Education
John F Kennedy High School
University of Phoenix
B.S., Organizational Development
Merrill Lynch September 2009 - Present
Merrill Lynch January 2006 - September 2009
Merrill Lynch January 1993 - June 2006
GRAPHNET, INC January 1991 - January 1993
Education
University of Phoenix
Bachelor, Bachelor in Business Information Systems
DeVry Technical Institute
Michael J.D. McCall, Inc. July 2003 - Present
Michael J.D. McCall, Inc. July 2003 - Present
RBC Dain Rauscher (Sutro & Co.) May 1996 - July 2003
Merrill Lynch August 1988 - May 1996
Skills
Wealth Management, Strategic Planning, Risk Management, Investment Advisory, Due Diligence, Estate Planning, Portfolio Management, Asset Management, Investments, Mutual Funds, Finance, Insurance
Education
University of Southern California - Marshall School of Business 1986 — 1988
Bachelor of Science, Business Administration
University of Pennsylvania - The Wharton School 1998 — 1999
CIMA Certification, Certified Investment Management Analyst - Investment Management Consultants Association
Argo Partners December 2008 - Present
Argo Partners January 2005 - December 2008
Argo Partners August 2001 - January 2005
Merrill Lynch May 1999 - June 2001
Skills
Investments, Corporate Finance, Valuation, Portfolio Management, Securities, Analysis, Credit Analysis, Credit, Financial Markets, Bankruptcy, Insurance, Hedge Funds, Financial Modeling, Bloomberg, Capital Markets, Trading, Executive Management, Distressed Debt, Bankrup, special situations
Education
University of Pennsylvania - The Wharton School 1996 — 2000
BS, Economics, concentration in Finance
Jericho High School
Hycor Biomedical August 2014 - Present
Neos Therapeutics 2009 - August 2014
Giles & Associates Consultancy January 2008 - January 2009
Baxter 2005 - 2007
Baxter Healthcare 2002 - 2005
Baxter Healthcare 2000 - 2002
Merrill Lynch 1999 - 2000
BT Alex Brown 1996 - 1999
Prudential Insurance 1992 - 1995
Skills
Due Diligence, Mergers, Licensing, Private Equity, Investment Banking, Pharmaceutical Industry, Corporate Development, Medical Devices, Finance, Strategy, Start-ups, Venture Capital, Commercialization, Competitive Analysis, Acquisition Integration, Joint Ventures, Emerging Markets, Contract Negotiation, Business Strategy, Biotechnology, Financial Modeling, Strategic Planning, Technology Transfer, Venture Debt, Investment Management, Treasury, Operating Budgets, Leasing, Financial Audits, Capital Budgeting, Capital Equipment..., Manufacturing, Product Development, R&D funding, Clinical Development, Innovation, Oncology, Mergers & Acquisitions, Divestitures, M&A experience, Business Development
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Mercury Capital Advisors September 2013 - Present
The Mt. Vernon Group December 2009 - September 2013
Kingdon Capital July 2008 - January 2009
Merrill Lynch July 1995 - May 2008
Women's World Banking May 1993 - July 1993
Salomon Brothers February 1992 - April 1993
Paine Webber June 1989 - February 1992
Skills
Equities, Alternative Investments, Hedge Funds, Strategy, Capital Markets, Investments, Private Equity, Management, Portfolio Management, Valuation, Asset Management, Commodity, Financial Modeling, Mergers & Acquisitions, Venture Capital
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
University of Pennsylvania - The Wharton School
MBA, Finance, General
BlackRock October 2006 - Present
Merrill Lynch 1999 - 2006
Education
University of Pennsylvania - The Wharton School 1990 — 1994
SunTrust Robinson Humphrey January 2015 - Present
Boyne Capital Partners August 2011 - 2014
CVS Caremark Corporation August 2009 - August 2011
BMO Capital Markets July 2006 - July 2009
Citigroup 2003 - 2005
Merrill Lynch 2001 - 2004
Skills
Private Equity, Financial Modeling, Valuation, Corporate Development, Mergers, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science in Economics, Finance and Management
Glenview Capital December 2014 - Present
Glenview Capital March 2013 - December 2014
Glenview Capital January 2010 - March 2013
Merrill Lynch May 2008 - December 2009
Merrill Lynch June 2007 - August 2007
Deutsche Bank June 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BSE, Finance
Merrill Lynch 2005 - Present
High School of Economics and Finance 2005 - May 2011
High 5 Tickets for the Arts 2006 - 2008
Atlantic Records August 1999 - October 2003
Andersen Consulting (Accenture) July 1996 - August 1999
Skills
Alternative Investments, Investments, Marketing, Equities, Portfolio Management, Wealth Management, Asset Management
Education
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science (BS), Finance and Entrepreneurial Management
Kirei Technology October 2006 - Present
United States Golf Association (USGA) January 2014 - December 2014
Health Plus March 2003 - October 2006
Merrill Lynch August 2002 - January 2003
TCS August 2000 - August 2002
Johnson and Johnson November 2000 - March 2001
Prudential Insurance February 1999 - August 2000
Berlex October 1998 - February 1999
Prudential Healthcare June 1998 - October 1998
AIG June 1996 - June 1998
Skills
Microsoft SQL Server, Objective-C, C#, Silverlight, Android, COBOL, iOS development, Java, XAML, Windows Phone, XNA, transact SQL, vb.net, CICS, HTML/javascript
Education
University of Pennsylvania - The Wharton School 1961 — 1965
BS, Economics
Independent Compensation Consultant 2012 - Present
Banner Health October 2007 - March 2012
Crosstown Traders, Inc July 1999 - January 2006
Ugly Duckling, Inc January 1997 - July 1999
COMCARE Community Partnership for Behavioral Health Care July 1996 - September 1997
Carondelet Health Services January 1992 - January 1996
Merrill Lynch January 1990 - January 1991
Skills
Deferred Compensation, HRIS, Performance Management, Employee Benefits, Human Resources, Incentive Programs, Executive Pay, Personnel Management, Job Descriptions, Training, Job Evaluation, Process Improvement, New Hire Orientations, Compensation Structures, Mergers, Market Pricing, Performance Appraisal, Healthcare, Job Analysis, Salary, Management, Benefits Administration, Onboarding, Leadership
Education
University of Phoenix 1993 — 1995
MA, Organizational Management
University of Nebraska
B. S, Education, English
University of Phoenix
M. A, Organizational Management
Morgan Stanley January 2014 - Present
Morgan Stanley May 2011 - January 2014
Merrill Lynch April 2002 - April 2011
Lehman Brothers 2000 - 2002
Skills
Investment Banking, Equities, Capital Markets, Financial Modeling, Valuation, Investments, Strategy, Private Equity, Corporate Finance, Fixed Income, Derivatives, Hedge Funds, Alternative Investments, Due Diligence, Growth Capital, Mergers & Acquisitions, Board of Directors
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 1996 — 2000
BS, Finance / Account
merrill lynch September 2007 - Present
Education
University of Pennsylvania - The Wharton School
LTR Consulting March 2011 - Present
Vonage November 2004 - February 2011
Self employed 2001 - 2002
Winstar Communications 1999 - 2001
Lucent Technologies 1996 - 1998
MCI 1993 - 1996
MCI 1993 - 1996
Merrill Lynch 1987 - 1992
NBC 1981 - 1987
Skills
Strategic Partnerships, Telecommunications, Business Development, Product Management, Management, Business Planning, Start-ups, Business Strategy, Vendor Management, Strategy, Cross-functional Team..., Cloud Computing, Product Marketing, Competitive Analysis
Education
Wharton School of Business
Master of Business Administration (MBA), Finance, General
The Boston Consulting Group January 2015 - Present
The Boston Consulting Group January 2013 - December 2014
The Boston Consulting Group May 2011 - August 2011
Merrill Lynch 2009 - May 2010
Merrill Lynch 2006 - 2009
Merrill Lynch 2004 - 2006
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
Wellesley College 2001 — 2004
Bank of America March 2012 - Present
Bank of America Merrill Lynch 2008 - March 2012
Merrill Lynch February 2003 - February 2007
Skills
Series 7, Series 63, 401k, Uniform Combined State..., Retirement Planning, Retirement, Mutual Funds, Wealth Management, Strategic Planning, Asset Allocation, Investments, Defined Contribution, Qualified Retirement..., FINRA, Series 65, Strategic Financial..., Portfolio Management, Series 24
Education
University of Phoenix 2001 — 2007
BMO Capital Markets March 2002 - Present
Merrill Lynch 1998 - 2001
Deutsche Bank Securities 1997 - 1998
Goldman Sachs 1987 - 1997
Donaldson, Lufkin & Jenrette 1981 - 1985
Skills
High Yield, Capital Markets, Private Placements, LBO, Debt, Private Equity, Mezzanine, Leveraged Finance, Equities, Valuation, Fixed Income, Financial Structuring, Corporate Finance, Venture Capital, Corporate Development, IPO, Divestitures
Education
University of Pennsylvania - The Wharton School 1985 — 1987
Master of Business Administration (MBA)
University of Virginia 1977 — 1981
BA, Economics with Honors
Merrill Lynch October 2007 - Present
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Credit Suisse September 2009 - 2013
Merrill Lynch July 2007 - July 2009
STR Trading Partners, LLC January 2006 - June 2007
Wolverine Trading May 1998 - January 2006
Skills
Market Making, Equity Derivatives, Volatility, Options, Proprietary Trading, Electronic Trading, Trading Systems, Derivatives, Structured Products, Hedging, Equity Trading, Trading, Trading Strategies, Equities, Bloomberg
Education
University of Pennsylvania - The Wharton School 1994 — 1998
Cantor Fitzgerald May 2013 - Present
Gleacher & Co March 2010 - April 2013
BTIG February 2009 - February 2010
Bear Stearns Asset Management March 2006 - July 2008
Bear Stearns April 2002 - March 2006
Merrill Lynch March 1990 - November 2001
Drexel Burnham Lambert August 1989 - February 1990
Skills
Trading, Investments, High Yield, Portfolio Management, Mergers & Acquisitions, Fixed Income, Banking, Securities, Hedge Funds, Valuation, Corporate Finance, Buy-side, Asset Management, Capital Markets
Education
University of Pennsylvania - The Wharton School 1985 — 1989
BS in Economics, Finance, Management
City of Jacksonville, FL October 2000 - Present
Merrill Lynch 1996 - October 2000
ICT Group, Inc. 1994 - 1995
Skills
Customer Service, Government, Customer Satisfaction, Local Government, Community Outreach, Policy
Education
University of Phoenix
Certificate, Call Center Management
International Academy of Merchandising & Design
Associate of Science (A.S.), Merchandise Management
Beach Point Capital Management January 2009 - Present
Post Advisory Group September 2006 - December 2008
AIG Global Investment Group May 2001 - August 2006
Merrill Lynch 1996 - 1998
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BS Economics, Finance
Merrill Lynch August 2007 - March 2008
Education
University of Phoenix 2004 — 2007
Deutsche Bank AG 2008 - Present
Merrill Lynch October 1999 - October 2008
Education
University of Phoenix 2005 — 2007
BSIT, Computer Science
Lawrence High School 1980 — 1983
Merrill Lynch September 2008 - Present
Citi April 2001 - July 2006
Skills
Equities, Capital Markets, Investment Banking, Derivatives, Financial Modeling, Bloomberg, Investments, Series 7, Corporate Finance, Securities, Financial Analysis, Equity Derivatives, Structured Products, Options, Structured Finance, Wealth Management, Financial Markets, Credit Derivatives, Series 63, Financial Structuring, FX Options, Financial Services, Interest Rate..., Banking, Swaps, Fixed Income, Valuation
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (M.B.A.), Accounting and Finance
Cornell University 1997 — 2001
Bachelor of Arts (B.A.), Economics
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Accounting and Finance
Regis Corporation August 2013 - Present
Beach Lane Limited April 2011 - July 2013
HKM II, LLC October 2009 - November 2010
Del Monte Foods, Inc. December 2007 - June 2009
Starbucks April 2004 - November 2007
Best Buy August 2001 - March 2004
Cargill August 1998 - June 2001
Merrill Lynch August 1993 - July 1995
Skills
Leadership, Retail, Cross-functional Team..., Barista Training, Customer Service, Management, Multi-unit, Restaurants, Strategy, Coffee, Marketing Strategy, Product Marketing, Business Strategy, Sales, Specialty Coffee, P&L
Education
United World College - USA
International Baccalaureate (I.B.)
Vassar College
Bachelor of Arts (B.A.), Economics
Wharton School, University of Pennsylvania
Master of Business Administration (M.B.A.)
CSX Transportation May 2012 - Present
CSX Transportation April 2011 - May 2012
Jax Federal Credit Union July 2007 - March 2011
Jax Federal Credit Union August 2005 - July 2007
Baker Distributing LLC July 2004 - July 2005
Merrill Lynch June 2002 - July 2004
Merrill Lynch November 2000 - June 2002
Blue Cross Blue Shield of Florida September 1999 - November 2000
Skills
Accounting, Time Management, Process Improvement, Accounts Payable, Financial Analysis
Education
University of Scranton 2014 — 2016
Masters, Human Resources Management
University of Phoenix 2002 — 2004
Bachelors, Accounting
Florida State College Jacksonville 1996 — 1999
Associates, General
Bank of America Merrill Lynch February 2010 - Present
Merrill Lynch July 2006 - October 2008
Spectracomm Inc March 2004 - July 2006
The Princeton Review 1997 - 2001
New York Stock Exchange June 1995 - July 1996
Skills
Data Center, Team Leadership, Software Project..., Disaster Recovery, Servers, Market Data, Software Installation, Enterprise Architecture, IT Management, Trading Systems, Technical Support, CRM, Business Analysis, Integration, Agile Methodologies, Project Management, Network Administration, Business Intelligence, Storage Area Networks, Visio, Vendor Management, ITIL, Infrastructure, SDLC, Management, Databases, Business Continuity, IT Strategy, PMP, Service Delivery, Networking
Education
University of Phoenix 2005 — 2009
BS, Computer Science
Saint John's University 1992 — 1995
Computer Science
Ellis Wealth Management, LLC March 2014 - Present
Merrill Lynch June 1999 - March 2014
Crear Poder July 2012 - March 2013
U.W. BEDC 2009 - 2012
Friends of E.O.P. 1999 - 2009
Skills
Wealth Management, Investments, Portfolio Management, Asset Allocation, Retirement Planning, Series 7, Alternative Investments, Investment Advisory, Retirement, Financial Analysis, Mutual Funds, Financial Planning, Strategic Financial..., Securities, Asset Management, Public Speaking, High Net Worth..., Series 63, Equities, Estate Planning, Uniform Combined State..., Listening, Encouragement, Personal Communication, Family, Coaching, Effective Meetings, Mentoring, Writing, Project Coordination, Entrepreneurship, Leadership, Management, Finance, Strategic Planning, Financial Services, Series 31
Education
University of Washington 1983 — 1988
BA, Speech Communications; Military Science
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
Royal Bank of Canada August 2009 - Present
Mestel & Company February 2008 - August 2009
Merrill Lynch May 2005 - January 2008
Bank of America October 2000 - December 2004
Skills
Management, Training, Contract Negotiation, Analysis, Strategy, Finance, Negotiation, Accounting, Leadership, Banking, Business Analysis, Equities, Vendor Management, Strategic Planning, Risk Management, Project Management, Program Management, Portfolio Management, Human Resources, Fixed Income
Education
University of Phoenix
Management, Business Administration
Merrill Lynch 1985 - Present
Merrill Lynch 1985 - 2008
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
One Rock Capital Partners 2012 - Present
Nomura 2011 - 2012
Goldman Sachs 2010 - 2010
Ripplewood Holdings 2005 - 2008
Merrill Lynch 2002 - 2005
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Yale University 1998 — 2002
The Blackstone Group November 2011 - Present
Merrill Lynch July 2010 - October 2011
Merrill Lynch July 2005 - July 2008
Education
University of Pennsylvania - The Wharton School
MBA with Honors, Finance and Entrepreneurial Management
Middlebury College
BA Magna Cum Laude, Economics, Magna Cum Laude
Montclair Kimberly Academy
Vanbarton Group LLC (formerly Emmes Asset Management Company) August 2009 - Present
Lehman Brothers Real Estate Private Equity Partners June 2008 - August 2008
Merrill Lynch 2004 - 2007
Skills
Financial Modeling, Valuation, Asset Managment, Financial Analysis, CMBS, Due Diligence, Private Equity, Investments, Real Estate Economics, Investment Banking, Mezzanine, Capital Markets, Special Situations, Corporate Finance, Real Estate, Real Estate Transactions, Real Estate Private..., Asset Management
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Real Estate and Finance
New York University - Leonard N. Stern School of Business 2000 — 2004
BS, Finance and Accounting
Unilever July 2013 - Present
Columbia Business School August 2011 - Present
BANK OF AMERICA MERRILL LYNCH May 2008 - August 2011
Merrill Lynch August 2007 - May 2008
PRICEWATERHOUSECOOPERS, LLC June 2006 - August 2006
WACHOVIA SECURITIES, LLC. Meyers & Kron Financial Group June 2005 - August 2005
iWORKWELL, INC June 2004 - August 2004
Skills
Financial Analysis, Capital Markets, Risk Management, Financial Modeling, Corporate Finance, Fixed Income, Financial Services
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science in Economics, Accounting
NN Investment Partners (fka ING Investment Management) March 2012 - Present
Strategic Value Partners September 2011 - February 2012
UBS July 2010 - September 2011
Credit Suisse May 2005 - July 2010
Blaylock & Company February 2004 - May 2005
Assured Guaranty January 2003 - January 2004
Merrill Lynch July 1996 - February 2002
Skills
Leveraged Finance, Investments, Bonds, High Yield, Capital Structure, Loans, Credit Analysis, Asset Management, Asset Managment, Bloomberg, Capital Markets, Hedge Funds, Financial Structuring, Credit, Credit Risk, Fixed Income Analysis, Valuation, Fixed Income, Investment Banking, Portfolio Management, Credit Derivatives, Alternative Investments
Education
Wharton School, University of Pennsylvania 1990 — 1994
bse, finance
CLS Group. November 2013 - Present
Morgan Stanley May 2012 - November 2013
Morgan Stanley April 2010 - May 2012
Bank of America January 2009 - April 2010
Merrill Lynch January 2003 - January 2009
Skills
Market Risk, Stress Testing, Risk Management, Project Management, Portfolio Management, Bloomberg, Credit Derivatives, Credit Risk, Financial Risk, Trading Systems, Enterprise Risk..., Banking, Financial Analysis, Swaps, Hedging, MBS, Quantitative Analytics, Risk Analysis, Options, FX Options, Portfolio Optimization
Education
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science (B.S.), Economics
Comcast Cable June 2013 - Present
Comcast March 2010 - Present
Stanford Group Company January 2002 - February 2009
Citibank January 1993 - October 2002
Citibank January 1993 - March 2002
Merrill Lynch October 1996 - January 2002
Citibank IPB March 1985 - January 1993
Skills
Series 7, Portfolio Management, Banking, Investments, New Business Development, CRM, Sales, Cold Calling, Selling, Sales Operations, Direct Sales, Customer Service
Education
University of Phoenix
Business
Merill Lynch November 2010 - Present
Merrill Lynch April 2010 - November 2010
Huntington National Bank June 2009 - July 2010
Merrill Lynch 2006 - 2009
Education
University of Phoenix 2003 — 2005
Finance, Finance
Brevan Howard September 2012 - Present
Brevan Howard 2012 - 2013
Deutsche Bank September 2006 - September 2012
Bank of America Securities 2003 - 2006
Merrill Lynch 1987 - 2003
Skills
Structured Products, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Emerging Markets, Interest Rate..., Portfolio Management, Investment Banking, Trading, Equities, Financial Markets, Alternative Investments, Investments, Proprietary Trading, Asset Allocation, Bloomberg, Bonds, Swaps, Credit Derivatives, Equity Derivatives, Asset Management
Education
Wharton School, University of Pennsylvania 1985 — 1987
MBA, Finance
JPMorgan Chase April 2013 - Present
JPMorgan April 2008 - January 2014
JPMorgan Chase 2001 - 2008
Merrill Lynch 1997 - 1999
Skills
Equities, Portfolio Management, Asset Managment, Capital Markets, Equity Research, Bloomberg, Financial Modeling, Investments, Securities
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Williams College 1985 — 1989
BA, Economics
Mount Sinai Health System March 2015 - Present
IGNYTA, Inc. June 2014 - Present
Junewicz & Co., Inc. January 1991 - Present
Bear Stearns & Co., Inc. 1987 - 1990
Merrill Lynch 1975 - 1987
Skills
Venture Capital, Private Equity, Investment Banking, Valuation, Capital Markets, Mergers & Acquisitions, Corporate Development, LBO, Corporate Finance, Financial Modeling, Start-ups, Private Placements, M&A experience, Finance
Education
University of Pennsylvania - The Wharton School 1974 — 1975
M.B.A, Finance
University of Pennsylvania - The Wharton School 1970 — 1974
B.S. Economics, cum laude, Finance
Bain Capital Ventures April 2013 - Present
Insight Venture Partners 2010 - 2013
The Wharton School September 2009 - December 2009
Merrill Lynch June 2007 - August 2007
Skills
Growth Capital, Private Equity, Venture Capital, Financial Modeling, Corporate Development, Corporate Finance, Due Diligence, Investments, Financial Analysis, Mergers, Entrepreneurship, Valuation, LBO, Equities, Hedge Funds, Alternative Investments, Private Placements, Strategy, Equity Research, Economics, Microsoft Word, Capital Markets, Financial Structuring, Portfolio Management, Investment Banking, DCF, Emerging Markets, Equity Valuation, Fixed Income, Start-ups, Leveraged Finance, M&A experience, Deal Sourcing, Capital IQ, Business Valuation, IPO, Finance, Bloomberg, Investor Relations, Management
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Finance, Magna Cum Laude
Merrill Lynch December 2007 - Present
Education
University of Phoenix
EverBank April 2013 - July 2013
AmeriSave Third Party Origination 2012 - 2013
Merrill Lynch March 2004 - February 2007
Education
University of Pennsylvania - The Wharton School 2000 — 2001
Investment Management Analyst
TTU
JPMorgan Chase December 2013 - Present
Summit Care Medical Supply September 2010 - Present
Stepping Stone Allied Health Academy January 2011 - January 2014
Merrill Lynch January 2007 - November 2009
Citizens Bank April 2004 - September 2006
Education
University of Phoenix 2010 — 2011
MBA
University of Pittsburgh 1997 — 2002
B.A., Psychology
The Blackstone Group July 2014 - Present
Metalmark Capital March 2009 - October 2011
Merrill Lynch August 2007 - March 2009
Education
University of Pennsylvania - The Wharton School 2012 — 2015
Master of Business Administration (MBA), Finance, General
Yale University 2003 — 2007
Bachelors of Arts, Economics
Brunswick School 1995 — 2003
Document Managers August 2010 - Present
Computer Patent Annuities North America, LLC August 2007 - January 2010
Metropolitan Regional Information Systems August 2005 - August 2007
Merrill Lynch June 1999 - September 2000
Skills
Government, Performance Appraisal, Organizational..., Employee Relations, Client Group..., Analytical and Problem...
Education
University of Phoenix 2001 — 2003
Master of Arts, Organizational Management
Rutgers University-UCN, Newark Campus 1987 — 1991
Bachelors of Science, Business Management
Quintiles August 2015 - Present
Bain & Company July 2012 - Present
Merrill Lynch July 2011 - July 2012
PIMCO June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S., B.A., Finance, Operations Information Management, International Studies
Sage Hill School 2003 — 2007
E-Trade July 2012 - Present
Merrill Lynch August 2007 - July 2012
US Navy November 1997 - August 2006
Skills
Asset Allocation, Wealth Management, Strategic Financial..., Asset Managment, Investments, Series 7, Portfolio Management, Financial Analysis, Retirement Planning, Uniform Combined State..., Credit
Education
Western International University 2011 — 2013
Master of Business Administration (MBA), International Finance, Attending
University of Phoenix 2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Lyxor Asset Management 2007 - Present
Tribeca 2003 - 2006
HSBC 2001 - 2004
Summit Capital Management LLC 1996 - 1999
Merrill lynch 1984 - 1995
Skills
Alternative Investments, Options, Fund Of Funds, Derivatives, Bloomberg, Investments, Financial Markets, Capital Markets, Hedge Funds, FX Options, Trading, Fixed Income, Equity Derivatives, Asset Management, Bonds, Equities, Financial Risk
Education
Harvard College
Bachelor of Arts (BA)
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Great Bear Petroleum January 2011 - Present
Snooth 2007 - Present
Equatorial Partners Ltd July 2004 - Present
Valiant International Petroleum 2007 - 2008
Merrill Lynch July 1999 - March 2004
Skills
Mergers, Divestitures, Corporate Finance, Valuation, Business Strategy, Accounting, Private Equity, Financial Modeling, Emerging Markets, Due Diligence, Capital Markets, Equity Research, Venture Capital, Project Finance, Investment Banking, M, Strategy, Investor Relations, Investments, IPO, Finance, Financial Reporting, Energy, Corporate Governance, Corporate Development, Equities, Joint Ventures, Asset Management, Mergers, Commodity, Private Placements, Restructuring, Mergers & Acquisitions, Hedge Funds
Education
Stanford University 2013 — 2013
Emerging CFO, Strategic Finance & Leadership
CAIA Association 2003 — 2004
Chartered Alternative Investment Analyst
International Research Association 2003 — 2004
Licensed International Financial Analyst, Banking, Corporate, Finance, and Securities Law
Wharton Business School 2003 — 2004
Merrill Lynch Investment Banking Program, Business Administration and Management, General
Market Technicians Association 2002 — 2004
Chartered Market Technician, Technical Analysis
CFA Institute 2001 — 2004
Chartered Financial Analyst, Banking, Corporate, Finance, and Securities Law
Queens University Belfast 1994 — 1999
LLB, Law & Accounting, First Class Honours
Bellarmine University 1997 — 1998
Certificate in American Business Practice, Business Administration and Management, General, Summa Cum Laude
Merrill Lynch May 1985 - Present
Skills
Financial Planning, Asset Management, Risk Management, Financial Analysis, Retirement Planning, Investments, Securities, Strategic Financial..., Asset Managment, Mutual Funds, Private Equity, Equities, Insurance, Leadership, Tax, Wealth Management, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Due Diligence, Underwriting, Estate Planning, Investment Advisory, Financial Planners, Series 7, High Net Worth...
Education
The Wharton School, University of Pennsylvania
BS in Economics, Accounting
Merrill Lynch April 1980 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Uniform Combined State..., Series 63, Alternative Investments, Wealth Management..., Series 65, Investment Strategies, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1974 — 1978
Bachelor of Science (BS), Business
Archbishop John Carroll HS 1970 — 1974
Perceptive Advisors LLC 2013 - Present
Fort Hill Investment Partners 2010 - 2013
Fortress Investment Group 2005 - 2009
Merrill Lynch 2002 - 2005
Deutsche Bank Securities 1999 - 2002
Education
University of Pennsylvania - The Wharton School 1995 — 1999
BS, Economics
Aperio Capital Management, LLC May 2012 - Present
Lucerne Partners, LP 1999 - 2005
Merrill Lynch 1987 - 1998
Education
SPFHS
High School
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Finance
Baron Capital May 2006 - Present
J.P. Morgan May 2004 - May 2006
Merrill Lynch June 2003 - May 2004
Skills
Equity Research, Equities, Valuation, Financial Modeling, Capital Markets, Investments, Portfolio Management, Series 7, Securities, Financial Analysis, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania - The Wharton School 1998 — 2001
Bachelor of Science (BS), Finance, Management
National Bank of Arizona April 2015 - Present
Wells Fargo Private Bank 2004 - April 2015
Wells Fargo May 2000 - 2004
Merrill Lynch 2001 - 2001
Skills
Credit, Commercial Lending, Loans, Credit Analysis, Wealth Management, Commercial Banking, Underwriting, Credit Risk, Financial Analysis, Banking, Risk Management, Loan Origination, Mortgage Lending, Portfolio Management, Investments, Small Business Lending
Education
University of Phoenix
Master of Business Administration (M.B.A.), Finance, General
Atalaya Capital Management May 2013 - Present
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Java, English, Event Planning, Fundraising, Customer Service, Social Networking, Teaching, Data Analysis
Education
Wharton Business School 2011 — 2015
UBS February 2002 - Present
UBS Financial Services Inc. 2002 - Present
Merrill Lynch April 1997 - February 2002
Wertheim, Schroeder & Co. May 1994 - April 1997
Education
Northwestern University-Kellogg 1962 — 1963
Master of Business Administration (M.B.A.), Accounting and Finance
University of Pennsylvania - The Wharton School 1958 — 1962
Bachelor of Science (BS), Finance, Accounting & Economics
Natixis CIB Americas 2014 - Present
Nomura Securities July 2009 - July 2014
Merrill Lynch 1990 - 2009
Skills
Equities, Fixed Income, Capital Markets, Investment Banking, Derivatives, Hedge Funds, Valuation, Investments, Trading Systems, Trading, Alternative Investments, Asset Management
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance / Strategic Planning
University of Virginia
Bachelor of Arts (BA), Economics
YMCA of the Suncoast August 2014 - Present
Merrill Lynch August 2006 - December 2009
Merrill Lynch February 2001 - August 2006
Skills
Human Resources, Customer Service, Employee Relations, Public Speaking, Fundraising, Payroll, Benefits Administration, Nonprofits, 401k
Education
University of Phoenix 2012 — 2014
Bachelors of Science, Psychology
University of Phoenix 2010 — 2014
Associate of Arts (A.A.), Business Management, 3.62