Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Cetera Financial Specialists January 2014 - Present
Lincoln Investment Planning August 2011 - January 2014
Adviser First Consulting & Recruiting January 2009 - January 2014
LPL June 2006 - March 2009
Charles Schwab August 2005 - April 2006
FSC December 2004 - August 2005
Merrill Lynch May 1998 - December 2004
Dean Witter Reynolds January 1993 - May 1998
US Navy February 1983 - December 1992
Skills
Recruiting, Contract Negotiation, Management, Retirement Planning, Wealth Management, Asset Managment, Succession Planning, Practice Management
Education
University of Rochester 1987 — 1991
BS, Mechanical Engineering
eVestment Alliance September 2011 - Present
Channel Capital Group May 2010 - August 2011
Channel Capital Group May 2009 - August 2009
Merrill Lynch September 2005 - August 2006
Skills
Economics, Financial Analysis, Alternative Investments, Hedge Funds, Financial Modeling, Leadership, Data Analysis, Mutual Funds, Quantitative Analytics
Education
University of Rochester 2006 — 2010
BA, Economics & BS, Applied Mathematics
Arena Ventures January 2015 - Present
Lo Enterprises LLC August 2014 - Present
Julius Baer April 2013 - July 2014
Merrill Lynch January 2010 - April 2013
Axiom Investment Advisors LLC April 2008 - April 2009
Bear Stearns 2007 - 2008
Morgens, Waterfall, Vintiadis 2006 - 2007
Skills
Venture Capital, Start-ups, Strategy, Entrepreneurship, Angel Investing, Competitive Analysis, Business Strategy, Investment Management, Social Media Marketing, Equity Valuation, Social Media, Analysis, Fixed Income, Investment Banking, Finance, Mutual Funds, Derivatives, Trading, Career Development..., Quantitative Research, Investments, Equities, Portfolio Management
Education
University of Rochester 2001 — 2005
Bachelor's degree, Economics and English
First Investors January 2015 - Present
Merrill Lynch June 2014 - August 2014
San Diego County Fair May 2013 - June 2013
Skills
Enjoy Working with..., Microsoft Excel, Microsoft Word, Highly Dedicated, Competitive, Works well in a team, Determination, Social Media, Time Management, Social Networking
Education
University of San Diego 2011 — 2015
Finance, 3.52
Valley Center High School 2008 — 2011
RPM Appraisal Services Inc June 2013 - Present
Samuel Scott Financial Group February 2011 - June 2013
Merrill Lynch June 2012 - August 2012
RPM Mortgage Inc June 2011 - August 2011
Skills
Valuation, Social Media, Mortgage Lending, Microsoft Excel, PowerPoint, Residential Homes, Property, Public Speaking, Microsoft Word, Financial Analysis, Loans, Real Estate, Microsoft Office
Education
University of San Diego 2009 — 2013
Monte Vista High School 2005 — 2009
Ohio Industrial Commision October 2013 - Present
The Cleveland Clinic January 2008 - October 2013
Lockheed Martin November 2006 - January 2008
Merrill Lynch May 2005 - August 2005
Skills
Microsoft Office, Epic Systems, Rumba, 10 Key, Employee Engagement, Meeting Facilitation, Insurance, Microsoft Word, Outlook, Leadership, Microsoft Excel, Customer Service, Data Entry, PowerPoint, Telephone Skills, Healthcare, HIPAA, Access, Social Media, Medical Terminology, Marketing, Analysis
Education
University of Rio Grande and Rio Grande Community College 2004 — 2006
Associate of Arts (A.A.), Information Technology
University of Rio Grande and Rio Grande Community College 2001 — 2006
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Exeter Property Group May 2012 - Present
Urdang Capital Management March 2010 - May 2012
Grosvenor August 2009 - January 2010
Tungsten Partners January 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Real Estate, Acquisitions, Financial Modeling, Real Estate Economics, Investments, Due Diligence, Financial Analysis, Portfolio Management, Real Estate Development, Real Estate Transactions, Investment Properties, Capital Markets, Real Estate Private..., Commercial Real Estate, Disposition, Private Equity, Argus Modeling, Real Estate Financing, Asset Managment
Education
Villanova University 2009 — 2010
Masters, Finance
University of Richmond - Robins School of Business 2005 — 2009
BS, Finance
Brean Capital, LLC April 2015 - Present
Gateway Partners September 2014 - April 2015
CRT Capital Group November 2010 - April 2014
Sandler O'Neill March 2009 - November 2010
JPMorgan Chase July 2003 - March 2009
JPMorgan Chase April 2001 - June 2003
JPMorgan Chase March 1999 - March 2001
Donaldson, Lufkin & Jenrette March 1996 - March 1999
Merrill Lynch July 1985 - March 1996
marine midland bank June 1984 - July 1985
Skills
Fixed Income, Structured Products, Options, Interest Rate..., Portfolio Management, Hedge Funds, Technical Analysis, Bonds, Capital Markets, Derivatives, Trading, Investments, Sales, Series 7, Securities, Series 63, MBS, Rates, Financial Markets, ABS, Hedging, Swaps, Series 24, Bloomberg, Bloomberg Terminal, Interest Rate Swaps
Education
University of Rochester 1980 — 1984
BA, Economics
University of Rochester December 2014 - May 2015
Merrill Lynch January 2015 - April 2015
Sigma Chi Fraternity, Gamma Pi Chapter September 2014 - April 2015
New England Music Camp June 2013 - August 2014
Apartment Barcelona September 2013 - December 2013
Lexington Venue July 2010 - January 2013
Artistry Boston June 2011 - August 2012
Lexington Venue October 2009 - July 2010
Skills
Social Media, PowerPoint, Microsoft Office, Event Planning, Customer Service, Microsoft Word, Windows, Team Leadership, Volunteering, Writing, Research, Music, Microsoft Excel, Social Media Marketing, Facebook, Public Speaking, Leadership, Marketing, Management, Data Analysis
Education
University of Rochester 2011 — 2015
Bachelor's Degree, Economics and English
Universitat Autònoma de Barcelona 2013 — 2013
Economics
Lexington High School 2007 — 2011
Berklee College of Music 2010 — 2010
Jazz Drums
Frank, Rimerman + Co. LLP October 2014 - Present
University of San Diego September 2010 - August 2014
Frank, Rimerman + Co. LLP June 2013 - August 2013
TD Ameritrade May 2012 - August 2012
Everyone Runs January 2005 - April 2012
Nationwide Insurance-Tucson Branch May 2010 - August 2010
Merrill Lynch August 2009 - January 2010
Skills
Customer Service, Data Entry, PowerPoint, Event Planning, Financial Analysis, Financial Reporting, Strategy, Financial Accounting, Portfolio Management, Event Management, Accounting, Microsoft Word, Microsoft Excel, Start-ups, Microsoft Office, Finance, Project Management, Time Management, Entrepreneurship, Management Consulting, Project Planning, Leadership, Budgets
Education
University of San Diego 2010 — 2014
Bachelor of Accountancy, Accounting
Catalina Foothills High School 2006 — 2010
The Select Group August 2015 - Present
The Select Group July 2014 - Present
Southern Wine & Spirits June 2012 - July 2014
Northwestern Mutual November 2011 - May 2012
Merrill Lynch June 2011 - August 2011
University of San Diego January 2011 - May 2011
Gary Angelica June 2008 - September 2010
Tamarisk Country Club October 2006 - May 2008
Skills
District Trainer, Sales Management, Customer Service, Sales, Entrepreneurship, Social Networking, Marketing, Facebook, Spanish, SEO, Project Management, Microsoft Excel, Microsoft Office, PowerPoint, Leadership
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration, Business Administration
Oracle May 2014 - Present
Responsys January 2014 - May 2014
Responsys July 2013 - December 2013
Responsys May 2012 - July 2013
Responsys November 2011 - May 2012
HighMark Capital Management May 2011 - November 2011
HighMark Capital Management May 2010 - April 2011
Merrill Lynch February 2007 - May 2010
SurfAid International June 2005 - December 2006
Merrill Lynch June 2004 - August 2004
Skills
Analytics, Web Analytics, Business Development, Account Management, Online Advertising, Press Releases, Sales, Strategic Communications, Email Marketing, E-commerce, Salesforce.com, Marketing, Direct Marketing, Market Research, SaaS, Online Marketing, Strategic Partnerships, Digital Media, Digital Strategy
Education
University of San Diego
Bachelor of Arts (B.A.), International Relations
Crespi Carmelite HS
Nine Diamonds Management July 2008 - August 2013
Merrill Lynch September 2009 - June 2010
Chicago Growth Partners January 2009 - August 2009
Skills
Data Analysis, Investment Strategies, Data Mining, Negotiation, Relationship Management, Microsoft Excel, Microsoft Office, PowerPoint, Investments, Financial Modeling, Customer Service, Financial Analysis, Public Speaking, Social Networking, Corporate Finance, Valuation, Event Planning, Social Media
Education
University of San Diego 2011 — 2014
Bachelor of Business Administration (BBA), Finance
Deloitte July 2015 - Present
University of Richmond August 2013 - April 2015
CEB June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Sax Macy Fromm & Co May 2013 - August 2013
inLieu Giving September 2012 - December 2012
TCKL Inc. June 2011 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, Social Media, Event Planning, Event Management, Windows, Apple, Spanish, Public Speaking, Team Leadership, Conflict Resolution, OneNote, Outlook, Twitter, Facebook, Flickr, Pinterest, Instagram, Visual Arts, Creativity, Critical Thinking, Fundraising, iMovie, Blogging, Social Networking, Teamwork, Creative Writing, Art, Community Service, Marketing, Access, SPSS, Social Media Marketing, Research, Editing, Leadership
Education
University of Richmond - Robins School of Business 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Double Major: Business Administration (Concentration in Marketing), Leadership Studies
Academy of the Holy Angels
Raymond James Financial Inc. December 2014 - Present
Stifel Financial Corp. March 2013 - November 2014
Knight Capital Group 2012 - 2013
Cohen & Company April 2009 - July 2012
Highland Capital Management, L.P. August 2007 - March 2009
Merrill Lynch 2002 - 2007
UBS Investment Bank 2000 - 2002
Nomura Securities 1987 - 2000
Skills
Private Equity, Financial Analysis, Hedge Funds, SEC filings, Business Valuation, Mergers, Income Tax, Structured Finance
Education
University of Richmond
Bachelor of Business Administration (B.B.A.), Finance, General
Heritage Food Service Equipment March 2012 - Present
Heritage Food Service Equipment October 2009 - March 2012
Merrill Lynch January 2009 - May 2009
Skills
Small Business..., Project Management, Cash Flow Forecasting, Sales & Use Tax..., Tax Accounting, Bookkeeping, Property Tax, General Ledger, Accounting, Depreciation, Gaming Industry, Customer Service, Conflict Management
Education
University of Saint Francis 2005 — 2009
Bachelor of Science (BS), Accounting
J.P. Morgan July 2015 - Present
Townhouse Partners November 2013 - Present
PaidPunch August 2011 - April 2013
Merrill Lynch May 2012 - September 2012
San Francisco Center for Economic Development May 2010 - August 2010
Global Healing June 2009 - August 2009
Skills
Hindi, Urdu, Spanish, Financial Analysis, PowerPoint, Microsoft Excel, Financial Modeling, Microsoft Word, Public Speaking, Valuation, Microsoft Office, Analysis, Bloomberg Terminal, Capital Budgeting, Strategic Planning, Leadership, Entrepreneurship, Nonprofits, Start-ups, Program Management, Marketing, Research, Finance, Data Analysis, Market Research, Access, Economics
Education
University of San Diego 2009 — 2013
Finance, Supply Chain
Acalanes High School 2006 — 2009
Gilead Sciences December 2014 - Present
Gilead Sciences June 2013 - December 2014
Malk Sustainability Partners, LLC September 2012 - January 2013
Ember Arts June 2011 - December 2011
Patagonia May 2008 - January 2010
Merrill Lynch June 2009 - August 2009
Skills
Sustainability, New Business Development, Sales, Public Speaking, Data Analysis, Research
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Environmental Studies
The School for Field Studies 2010 — 2010
Environmental/Sustainability Studies
T. Rowe Price January 2013 - Present
MidAmerica Administrative & Retirement Solutions, Inc. August 2011 - January 2013
T. Rowe Price August 2010 - August 2011
T Rowe Price August 2003 - July 2010
Benefit Planning Services, inc. February 1998 - April 2003
Merrill Lynch September 1995 - February 1998
Janus Mutual Funds October 1994 - September 1995
Skills
401k, Investments, Excel, QPA, QKA, TGPC
Education
University of Rochester 1989 — 1993
B.A., Economics
Morgan Stanley September 2013 - Present
GreensLedge Capital Markets LLC April 2012 - September 2013
Grove Street Investment LLC September 2011 - April 2012
UBS Investment Bank April 2007 - June 2011
Natixis October 2004 - April 2007
Standard & Poor's September 2001 - October 2004
Merrill Lynch February 2000 - January 2001
M&T Bank July 1999 - September 1999
Skills
commercial real estate..., loan pricing and..., Securitization, first mortgage and..., CMBS, commercial real estate..., cash flow modeling, performing and..., Capital Markets, Cash Flow Forecasting, Financial Structuring, Structured Finance, Asset Management, Investments, Valuation, Portfolio Management, Due Diligence, Transaction Origination, Real Estate Financing, Fixed Income, Loans, Credit, Finance, Bonds, Banking, Commercial Real Estate, Investment Banking, Loan Origination, Alternative Investments, Mortgage Lending, Real Estate Economics
Education
University of Rochester 1997 — 2001
Dual Bachelors, Economics and Political Science
City Honors School 1989 — 1997
International Baccalaureate Graduate, Full International Baccalaureate Program
Twitter May 2014 - Present
Warner Bros. Entertainment Group of Companies September 2013 - May 2014
Warner Bros. Entertainment Group of Companies June 2011 - September 2013
Lioness Media Arts Inc. October 2012 - January 2013
Merrill Lynch 2010 - January 2011
Enterprise Rent-A-Car June 2009 - August 2009
Lionsgate August 2007 - May 2008
Skills
Entertainment, Film Production, Financial Modeling, Financial Analysis, Marketing, Video Production, Spanish, Microsoft Excel, Management, Strategy, Integration, Business Development, Enterprise Software, Leadership, Start-ups, Marketing Strategy, Finance, Project Management, Business Process..., Entrepreneurship, Budgets, Social Networking, Mergers & Acquisitions, Fundraising, Social Media Marketing, Forecasting, Accounting, Time Management, Analytics, Bing Maps, Yellow Pages, Yahoo Search
Education
University of San Diego 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Chaminade 2002 — 2006
HS Diploma
Pearl Meyer & Partners July 2010 - Present
IEC Electronics June 2009 - June 2010
Merrill Lynch September 2007 - December 2007
PricewaterhouseCoopers (PwC) April 2007 - June 2007
Education
University of Rochester - Simon Business School 2008 — 2010
MBA
University of Rochester 2004 — 2008
BA
Morgan Stanley March 2011 - Present
Merrill Lynch September 2007 - June 2008
Merrill Lynch April 2005 - September 2007
JPMorgan Chase May 2004 - March 2005
Capital Growth Financial June 2003 - April 2004
Education
University of Rochester 1999 — 2003
BA, Economics, Philosophy
Merrill Lynch January 2010 - Present
Fidelity Investments November 2006 - November 2009
Fidelity Investments June 2005 - November 2006
Skills
Asset Management, Retirement, 401k, Mutual Funds, Investments, Estate Planning, Financial Advisory, Bonds, Portfolio Management, Retirement Planning, Asset Allocation, ETFs, Investment Strategies, Long-term Care, Pensions, 529 Plans, Personal Financial..., Securities, Wealth Management, Wealth
Education
University of Richmond 2001 — 2005
BA, Political Science, Economics
UBS March 2012 - April 2015
Merrill Lynch September 2011 - March 2012
Education
University of Richmond 2001 — 2005
BA, Psychology/Criminal Justice
Vanderbilt Owen Graduate School of Management August 2015 - Present
Diamond Foods, Inc. April 2014 - May 2015
Diamond Foods, Inc. January 2013 - April 2014
Diamond Foods, Inc. June 2011 - January 2013
HD Supply June 2010 - August 2010
University of San Diego October 2008 - August 2010
Merrill Lynch June 2008 - August 2008
Education
University of San Diego 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Fundación José Ortega y Gasset 2009 — 2009
Business/Spanish
JPMorgan Chase December 2013 - Present
JPMorgan Chase October 2012 - November 2013
JPMorgan Chase September 2011 - September 2012
Bank of America Merrill Lynch 2008 - 2011
Merrill Lynch 2005 - 2008
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance and Strategy
University of Richmond 1998 — 2002
BA
The Hockaday School 1983 — 1998
Stifel Nicolaus June 2013 - Present
Blue Heron Capital February 2013 - May 2013
Monument Restaurants May 2012 - May 2013
Marriott & Co., LLC August 2012 - December 2012
The University of Richmond Men's Rugby Club December 2011 - December 2012
Sonic Tools, LP January 2012 - August 2012
Richmond School of Law February 2012 - May 2012
Merrill Lynch May 2011 - July 2011
Education
University of Richmond - Robins School of Business 2009 — 2013
Bachelors of Science
Capital Edge Consulting October 2013 - Present
Accountemps February 2013 - October 2013
Thrivent Financial for Lutherans September 2012 - February 2013
Merrill Lynch June 2011 - August 2011
Camp Keystone June 2009 - August 2010
Pacific Sunwear June 2006 - August 2007
Skills
Training, SEO, Social Media, Sales Operations, Facebook, Customer Service, Finance, PowerPoint, Public Relations, Sales, Social Networking, Team Management, Accounting, Marketing, Microsoft Excel, Retail, Time Management, Recruiting, Social Media Marketing, Leadership, Event Planning, Management, Microsoft Word
Education
University of San Diego 2008 — 2012
Finance, International Business, Philosophy
Unversidad Pontificia de Comillas
Business, Spanish
Crespi Carmelite High School 2004 — 2008
Berkshire Hathaway Homestate Companies July 2013 - Present
LPL Financial June 2012 - December 2012
Global Equity Finance May 2011 - September 2011
Merrill Lynch April 2010 - August 2010
SFO Forecast Inc & Portco Inc May 2008 - July 2010
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance (Major) & Economics (Minor)
Semester at Sea, University of Virginia
International Finance and Study Abroad, Junior
Redwood High School
Rivera Red November 2013 - Present
Decogram Corporation May 2013 - Present
I Fix It Fast August 2012 - Present
Interbolsa June 2012 - August 2012
Merrill Lynch May 2011 - July 2011
Skills
Business Planning, Electronics Repair, Investments, Entrepreneurship, Start-ups, New Business Development, Business Strategy, Strategic Planning, Competitive Analysis, Marketing Strategy, Marketing, Social Media, Business Development, Public Speaking, Product Development, HTML, CSS
Education
University of Richmond 2009 — 2013
Bachelor's degree, Economics, 3.0
The American School In Switzerland 2008 — 2009
Economics
The World Bank April 2009 - Present
Merrill Lynch June 2002 - April 2009
Arthur Andersen, LLP September 1996 - July 2000
Skills
Derivatives, Structured Products, Accounting, Financial Services, Fixed Income, Valuation, Financial Structuring, Portfolio Management, Hedge Funds, Finance
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
University of Richmond - Robins School of Business 1992 — 1996
B.S., Accounting
Princeton Wealth Management Group, LLC June 2012 - Present
Buckley-Davidson Investment Group of Wells Fargo Advisors May 2003 - June 2012
Merrill Lynch May 2002 - April 2003
MyFamily.com, Inc. 2000 - 2001
Skills
Investments, Portfolio Management, Securities, Retirement Planning, Insurance, Wealth Management, Alternative Investments, Fixed Income, Strategy, Equities, Financial Advisory, Retirement, Finance, Strategic Financial..., Financial Services, Series 7, Small Business, Mutual Funds, Series 24, Asset Allocation, Investment Advisory
Education
University of Richmond - Robins School of Business 1995 — 1999
BS, Business Administration - Finance
Honey Badger Firearms September 2012 - Present
Bainbridge Capital May 2012 - October 2012
Merrill Lynch May 2010 - August 2010
United States Marine Corps September 1999 - July 2005
Education
University of San Diego 2010 — 2013
BA, Finance, General
Sumitomo Mitsui Banking Corporation April 2015 - Present
FactSet February 2014 - April 2015
Merrill Edge January 2013 - November 2013
Merrill Lynch May 2011 - December 2012
Merrill Lynch June 2010 - August 2010
Skills
Series 63, PowerPoint, Finance, Financial Analysis, Data Analysis, Financial Modeling, Investment Management, Wealth Management, Financial Services, Strategic Financial..., Series 7, Investments, Microsoft Excel, Microsoft Office, Analysis, Portfolio Management
Education
University of Richmond 2007 — 2011
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Finance and Accounting
shaker high school
HSBC 2015 - Present
HSBC May 2013 - March 2015
HSBC May 2013 - June 2013
HSBC July 2012 - March 2013
Environmental Radio May 2011 - September 2011
Merrill Lynch January 2011 - August 2011
Common Good Finance June 2009 - August 2009
Skills
Financial Analysis, Credit, Market Research, PowerPoint, Financial Modeling, Microsoft Excel, Social Networking, Microsoft Office, Sales, Customer Service, GIS software, Website Management, Team Leadership, Public Speaking, Microsoft Word, Research, Salesforce.com, Risk Management, Due Diligence, Outlook, Access, Microsoft Access
Education
University of San Diego 2007 — 2011
Bachelor of Business Administration, Finance, Environmental Studies
Semester At Sea, University of Virginia 2009 — 2009
Ameriprise Financial Services, Inc. March 2009 - Present
Merrill Lynch November 2000 - March 2009
Joseph Forlenza, CPA, PC January 1990 - November 2000
Education
University of San Diego 1981 — 1985
BS, Accounting
Goldman Sachs September 2013 - Present
Lincoln Financial Group August 2011 - August 2013
Group Dekko May 2011 - July 2011
Merrill Lynch January 2011 - March 2011
CVC Communications August 2010 - December 2010
YMCA of Greater Fort Wayne January 2009 - December 2010
Skills
Series 6, Series 7, Series 63
Education
University of Saint Francis 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management
University of Saint Francis 2008 — 2011
Bachelor, Business Administration; Management and Marketing
Cipperman Compliance Services, LLC September 2014 - Present
E*TRADE Financial January 2013 - September 2014
Merrill Lynch December 2010 - October 2012
Merrill Lynch April 2007 - December 2010
Merrill Lynch January 2004 - April 2007
Solution Capital LLC June 2003 - January 2004
Skills
SEC Regulations, SEC Filings, Securities Regulation, Investment Company Act, Investment Advisers Act, Risk Management, Investment Advisor..., Compliance Testing, Risk Assessment, Private Equity, FINRA, Risk Based Testing, Financial Services, Auditing, Mutual Funds, Management, SharePoint, User Acceptance Testing, Cognos, Test Planning, Form ADV, Form PF, Due Diligence Review, Soft Dollars
Education
University of Rochester 1999 — 2003
BA, Economics
Jefferies LLC July 2015 - Present
Jefferies June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Salisbury Suppliers September 2009 - May 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, Data Analysis, Time Management, Leadership
Education
University of Richmond 2011 — 2015
Bachelor of Science (B.S.), Finance
Haeseung Judicial Corp. May 2014 - Present
Canon Canada May 2010 - April 2014
University of Rochester September 2008 - December 2008
Merrill Lynch May 2008 - August 2008
Skills
Forecasting, Financial Analysis, Budgets, Financial Reporting, Cash Flow Forecasting, Financial Accounting, PowerPoint, Microsoft Excel, Inventory Analysis, Business Analysis, Account Reconciliation, Treasury Management, Hyperion Planning, Smartview, Oracle Applications, Competitive Analysis, Corporate Finance, Essbase, Financial Modeling, Finance, Management
Education
University of Rochester
B.A., Financial Economics
Merrill Lynch July 2011 - July 2013
Wells Fargo Advisors April 2008 - August 2011
Wachovia Corporation June 2007 - April 2008
Skills
Series 7, Investments, Financial Analysis
Education
University of Richmond 2003 — 2007
Bachelor of Science in Business Administration, Marketing
Patriot National Bank February 2015 - Present
RBS Citizens Financial Group August 2012 - October 2014
RBS Citizens Financial Group October 2008 - August 2012
RBS Citizens Financial Group July 2005 - September 2008
RBS Citizens Financial Group March 2002 - July 2005
Merrill Lynch August 2000 - September 2001
Citicorp Investment Services July 1996 - August 1998
Muriel Siebert & Co., Inc. February 1993 - July 1996
Skills
Strategy, Marketing, Product Management, Banking, Credit Cards, Direct Marketing, CRM, Leadership, Management, Risk Management, Customer Acquisition, Business Analysis, Financial Services, Analysis, Credit Risk, Project Management, Product Development, Sales Operations, Vendor Management, Program Management, Marketing Strategy, Portfolio Management, Riak Management, Process Improvement, Customer Experience, Strategic Planning, Strategic Partnerships, Financial Analysis, Analytics, Market Analysis, Forecasting, Online Marketing, SDLC, Product Marketing, Product Launch, Market Research, Email Marketing
Education
Case Western Reserve University - Weatherhead School of Management 1998 — 2000
Master of Business Administration (MBA), Marketing, Finance and Banking
University of Rochester 1986 — 1991
BA, Political Science
Summit Group Retirement Planners, Inc. June 2014 - Present
Infinity Benefits Group June 2014 - Present
Weinstein Center for Recreation and Wellness May 2012 - May 2014
Merrill Lynch May 2013 - August 2013
University of Richmond April 2012 - February 2013
Skills
Finance, Financial Analysis, Microsoft Excel, Investment Strategies, Portfolio Management, Wealth Management, Teamwork, Customer Service, Research, Microsoft Office, Social Media, Public Speaking, Microsoft Word, PowerPoint, Leadership, 401k, Retirement Planning, Photoshop, HTML 5, Python, CSS, Event Planning, Data Analysis, Management, Analysis, Time Management, Access, Economics, Editing, Financial Services, Risk Management, Marketing, Social Networking, Investments, Financial Modeling, Community Outreach, Facebook, Sales, Fundraising, Social Media Marketing, Project Management, Valuation, Nonprofits, Communication, Event Management, Overall Wellness, Health & Wellness, Outdoor Recreation, Wellness Coaching, Employee Wellness...
Education
University of Richmond - Robins School of Business 2011 — 2015
Bachelor of Science (BS), Finance and Financial Management Services
Hopewell Valley Central High School 2007 — 2011
Dixon Schwabl Advertising February 2014 - Present
The VIA Group May 2013 - February 2014
Deep Focus November 2012 - April 2013
Brand Networks March 2012 - November 2012
Translation LLC January 2011 - March 2012
Young & Rubicam March 2010 - January 2011
Tiffany & Co. October 2008 - March 2010
Partners + Napier May 2007 - October 2008
Partners + Napier May 2006 - August 2006
Merrill Lynch September 2005 - December 2005
Skills
Advertising, Social Media Marketing, Digital Strategy, Integrated Marketing, Social Media, Digital Marketing, Media Planning
Education
New York University - SCPS 2012 — 2015
Digital Media Marketing Certificate
University of Rochester 2003 — 2007
BA, Political Science, Psychology
Pittsford Sutherland High School
Goldman Sachs July 2015 - Present
JPMorgan Chase January 2012 - July 2015
JPMorgan Chase June 2010 - December 2011
Morgan Stanley August 2008 - June 2010
Merrill Lynch January 2008 - May 2008
Morgan Stanley June 2007 - August 2007
Skills
Series 7, Series 66, Series 31, Portfolio Management, FINRA, Investments, Uniform Combined State..., Loans, Series 63, Equities, Finance, Asset Allocation, Private Equity, Trading, Investment Management, Management
Education
University of San Diego 2004 — 2008
Business Finance, Finance/Accounting
University of Virgina 2006 — 2006
Semester at Sea Study Abroad Program, Fall Semester - 2006
Mentor Worldwide, LLC, a Johnson & Johnson Company May 2010 - Present
Johnson & Johnson January 2006 - May 2010
Johnson & Johnson January 2003 - December 2005
Johnson & Johnson February 1998 - December 2002
Apple Medical May 1997 - February 1998
Merrill Lynch January 1994 - May 1997
Skills
Surgeons, Surgery, Operating Room, Medical Devices, Plastic Surgery, Professional Education, Sales Management
Education
University of San Diego 2000 — 2002
Masters, Business Administration; Finance
University of Southern California
B.S, Business Administration; Entrepreneurship
Mercer July 2014 - Present
Lincoln International May 2013 - July 2013
Merrill Lynch May 2012 - August 2012
PartnerMD May 2011 - August 2012
Sports Center of Richmond 2008 - 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Research, Access, Public Speaking, Leadership, Data Analysis, Marketing, Microsoft Excel, Financial Modeling
Education
University of Richmond 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
University of Richmond - Robins School of Business 2010 — 2014
Merrill Lynch July 2008 - Present
UBS Wealth Management June 1994 - July 2008
Skills
Series 7, Mutual Funds, Retirement Planning, Wealth Management, Series 63, Series 65, Investment Advisory, Alternative Investments, Uniform Combined State..., Wealth Management..., Retirement, Investment Strategies, 401k, FINRA, ETFs, Foreign Currency..., Securities, Investment Management, 401k Rollovers, Fixed Annuities, IRAs, Financial Advisory, Separately Managed..., Series 6, Investments, Asset Allocation, Portfolio Management
Education
University of Richmond 1970 — 1972
Bachelor of Science (B.S.), Business Administration, Finance and Marketing
Leadership Pinellas 2010
Google March 2014 - Present
ShareThis September 2010 - March 2014
Tumri September 2009 - September 2010
QuinStreet December 2007 - September 2009
Merrill Lynch September 2004 - May 2005
Skills
Online Advertising, Strategy, Ad Networks, Analytics, Digital Marketing, Mobile Advertising, Digital Video, Sales Process, Digital Strategy, Mobile Marketing, Social Media Marketing, Online Marketing, Digital Media, Strategic Partnerships, Media Planning, Advertising, Media Strategy, Advertising Sales, Management, Marketing Strategy, New Media, Interactive Advertising, Display Advertising, Marketing
Education
University of Rochester 2003 — 2007
BA, Economics
University of Wisconsin-Madison August 2013 - Present
Bentall Kennedy June 2014 - August 2014
GSA July 2012 - July 2013
GSA July 2011 - July 2012
GSA July 2009 - July 2011
Merrill Lynch May 2007 - August 2007
Skills
Undewriting, Real Estate Transactions, Argus Modeling, Due Diligence, Contract Negotiation, Proposal Writing, Budgets, Social Media, Customer Service, Government, Policy, Procurement, Federal Government, Marketing
Education
University of Wisconsin - Madison 2013 — 2015
Master of Business Administration (MBA), Real Estate
University of Richmond - Robins School of Business 2005 — 2009
Bachelor of Science in Business Administration, Economics
TripAdvisor March 2015 - Present
TripAdvisor November 2013 - March 2015
TripAdvisor September 2012 - November 2013
Washington Life magazine June 2012 - September 2012
The Harbour Group June 2010 - May 2012
Merrill Lynch January 2010 - April 2010
Office of Senator Ted Kennedy June 2009 - August 2009
JMY Branding and International Consulting January 2009 - May 2009
Skills
Social Media, Press Releases, Blogging, Public Relations, Crisis Communications, Brand Management, Marketing Communications, Corporate Branding, Strategic Communications, Editing, Microsoft Office, New Media, Social Networking, Media Relations, Writing, Microsoft Excel, Branding & Identity, Journalism, HTML, Word, Digital Media, Writing Skills, PowerPoint, New Media Strategy, Managing Database
Education
University of Rochester 2006 — 2010
BA, Political Science, Business
Merrill Lynch August 2000 - Present
Skills
Wealth Management, Investments, Financial Analysis, Investment Management, Valuation, Trading, Risk Management, Alternative Investments, Financial Services, Mutual Funds, Portfolio Management, Options
Education
Virginia Commonwealth University - School of Business 1997 — 1998
Master of Business Administration (MBA), Marketing
University of Richmond 1993 — 1997
Bachelor of Science (BS), Finance and Management
PwC September 2012 - Present
Ant's Eye View May 2011 - September 2012
Professional's Choice March 2009 - February 2011
Bonita Equestrian Therapy October 2009 - December 2010
Concepts Worldwide, Inc September 2008 - February 2009
Merrill Lynch January 2008 - May 2008
HelpRick.com June 2007 - May 2008
Equestrian Team September 2005 - May 2008
Skills
Social Media Marketing, Advertising, Product Development, Organization, Social Media, Email Marketing, Marketing Communications, Event Management, Marketing, Public Relations, Marketing Strategy, Start-ups, Strategy, Program Management, Fundraising, Management, Digital Strategy, Social Marketing, Press Releases, Public Speaking, Budgets, Customer Experience, User Experience, Social Listening, Online Advocacy, Editing
Education
University of San Diego 2004 — 2008
B.A., English, Spanish
Sacred Heart Preparatory 2000 — 2004
EY June 2015 - Present
University of Rochester February 2014 - Present
University of Rochester October 2014 - March 2015
BDO in Australia June 2014 - August 2014
Human Motivation Lab at University of Rochester January 2013 - May 2014
Susan B Anthony Area Office May 2013 - April 2014
Merrill Lynch May 2013 - August 2013
Relay for Life- American Cancer Society May 2010 - March 2012
Skills
Salesforce, Microsoft Excel, Outlook, Social Media, Teamwork, Research, PowerPoint, Microsoft Word, Public Speaking, Copy Editing
Education
University of Rochester 2012 — 2016
Bachelor of Arts (B.A.), Financial Economics and Psychology, Junior
The Meadows School, Las Vegas 2009 — 2012
High School Dipolma with High Honors
Pinnacle Advisor Solutions March 2011 - Present
Pinnacle Advisory Group October 2005 - Present
Pinnacle Advisory Group October 2005 - January 2014
Merrill Lynch May 2003 - October 2005
Skills
Wealth Management, Portfolio Management, Asset Management, Strategy, Analysis, Entrepreneurship, Investments, Corporate Finance, Due Diligence, Mergers & Acquisitions, Executive Management, Venture Capital, Start-ups, Economics, Private Equity, Emerging Markets, Financial Markets, Finance, Investment Advisory, Derivatives, Trading, Equities
Education
Neumann University 2002 — 2003
B.S., Marketing
University of Richmond - Robins School of Business 1999 — 2002
Economics
The Hill School 1995 — 1999
Securities America, Inc. Member FINRA/SIPC October 2006 - Present
Morgan Stanley Dean Witter 1999 - 2001
Merrill Lynch 1997 - 1999
Voices for Children, Inc. 1995 - 1998
USE Credit Union 1994 - 1996
San Diego Trust & Savings 1992 - 1994
Great American Bank 1985 - 1992
Education
University of San Diego 1991 — 1994
MBA, Business
University of Wisconsin-Madison 1979 — 1984
BS, Economics
Kettle Moraine High 1976 — 1979
LPL Financial June 2014 - Present
LPL Financial October 2012 - May 2014
LPL Financial December 2010 - May 2011
Merrill Lynch November 2009 - May 2010
GEICO April 2006 - December 2007
Sea World May 1999 - April 2006
Skills
Portfolio Management, Quantitative, Organization, Analytical Skills, Communication, Highly detail oriented, Microsoft Excel, Project Management, Multi Tasking, Collaboration, Works well in a team, Customer Service, Leadership, Research, Investments, Monte Carlo Simulation
Education
San Diego State University 2008 — 2010
Master, Business Administration; Finance
University of San Diego 2002 — 2005
Bachelor of Business Administration
U.S. Green Building Council March 2014 - Present
American Society of Clinical Oncology November 2011 - March 2014
Corporate Executive Board September 2010 - October 2011
University of Richmond January 2007 - January 2011
Merrill Lynch June 2009 - August 2009
United Van Lines June 2008 - August 2008
Skills
Nonprofits, Microsoft Excel, Social Media, Microsoft Office, Public Speaking, Event Planning, Research, Data Analysis, Market Research, PowerPoint, Fundraising, Community Outreach, Analysis, Investments, Program Management, Editing, Leadership
Education
University of Richmond - Robins School of Business 2006 — 2010
PayPal, an eBay Company 2009 - 2011
Merrill Lynch 2007 - 2009
Citi 2004 - 2007
Sears Credit Services 1996 - 2004
Imperial Bank 1994 - 1996
Skills
Process Improvement, Leadership, Human Resources, Call Centers, Operations Management, Change Management, Strategic Planning, Management, Project Management, Customer Service, Program Management, Performance Management, Coaching
Education
University of San Carlos
Psychology
Sharp Business Systems September 2014 - Present
ID Analytics August 2013 - September 2014
Quidel January 2011 - August 2013
Interwest Exploration Inc May 2004 - March 2011
NASA Ames Research Center September 2010 - February 2011
Life Technologies May 2009 - November 2009
Merrill Lynch June 2007 - August 2007
Skills
Forecasting, Program Management, Marketing, Access, Finance, PowerPoint, Microsoft Excel, Outlook, Strategic Financial..., Microsoft Word, Medical Devices, Financial Analysis, Biotechnology, Data Analysis, Salesforce.com, Microsoft Office, CRM, Analysis, Sales Operations, Budgets, Process Improvement, Accounting, Financial Reporting, Lifesciences, Financial Modeling, Project Management, Business Development, Lead Generation, Direct Sales, Sales
Education
University of San Diego 2006 — 2009
BBA, Business-Economics
Altius Associates January 2014 - Present
Altius Associates January 2011 - December 2013
Altius Associates 2008 - December 2010
Merrill Lynch May 2007 - August 2007
Skills
Private Equity, Alternative Investments, Financial Modeling, Energy, Infrastructure, Valuation, Fundraising, Asset Management, Financial Analysis, Investments, Business Development
Education
University of Richmond 2004 — 2008
Business Administration
University of Richmond - Robins School of Business 2004 — 2008
Finance
CRT Capital Group April 2015 - Present
Sterne Agee July 2014 - April 2015
University of Richmond August 2012 - January 2014
Bloomberg LP May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Marks, O'Neill, O'Brien and Courtney June 2012 - August 2012
Education
University of Richmond 2011 — 2014
Bachelor of Science, Honors in Economics, Senior
Princeton Day School 2007 — 2010
Samsung Electronics Austria GmbH September 2014 - Present
Merrill Lynch January 2012 - May 2012
Skills
Program Management, Analysis, Research, Teamwork, Data Analysis
Education
University of Richmond - Robins School of Business 2009 — 2012
Bachelor of Science in Business Administration, Economics and Finance
Fisher Investments May 2013 - August 2015
Philadelphia City Council at Large January 2011 - December 2011
WELLS FARGO PRIVATE BANK May 2009 - December 2010
SEI INVESTMENT CO August 2008 - May 2009
Merrill Lynch June 2004 - April 2007
Merrill Lynch January 1997 - January 2004
U.S. House of Representatives January 1996 - November 1996
U.S. House of Representatives January 1990 - November 1990
United States Navy May 1984 - August 1988
Skills
Wealth Management, Portfolio Management, Investments, Private Banking, Business Strategy, Public Relations, Public Speaking, Public Policy, Strategic Financial..., Entrepreneurship, New Business Development, Entrepreneurial..., Problem Solving, Strategy Development, Asset Allocation, Strategy, Business Development, Wealth, Asset Management, Private Equity, Series 7, Credit, Insurance, Financial Advisory, Finance, Leadership, Alternative Investments, Strategic Planning, Management, Risk Management
Education
Villanova University
Masters, Business Administration
Villanova University
Bachelor of Arts, Political Science
University of San Diego
Masters Program International Relations
Archbishop Ryan HS
Fallon Medica, LLC September 2013 - Present
Niche Media May 2012 - August 2012
Merrill Lynch December 2011 - January 2012
Skills
Pharmaceutical Industry, Medical Communications, Market Research, Project Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Corporate Finance, Financial Modeling, Data Analysis, Event Planning, Social Media, Financial Analysis, Public Speaking
Education
University of Richmond 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
KidAdmit, Inc. June 2012 - Present
Peninsula Wealth LLC February 2010 - June 2012
Merrill Lynch April 2006 - February 2010
American Heart Association September 2004 - April 2006
JT Systems, Inc. September 2000 - September 2004
Skills
Entrepreneurship, Leadership, Growth Strategies, User Research, Strategic Partnerships, New Business Development, Strategy, Strategic Planning, Customer Service, Marketing Strategy, Budgets, Cold Calling, Problem Solving, Customer Relations, Hustle, Cold Calling Experience, Salesforce.com, Sales Process..., Business Operations, Lean Startup
Education
University of Rochester
Bachelor of Science (B.S.), Mechanical Engineering
Fifth Third Securities May 2014 - May 2015
Vining Sparks, IBG January 2011 - May 2014
Howe Barnes Hoefer & Arnett October 2008 - January 2011
Merrill Lynch July 2007 - October 2008
McCauley Securities LTD. March 2004 - July 2007
Deutsche Bank Securities April 2000 - March 2004
Skills
Investment Banking, Account Management, Trading, CRM
Education
University of San Diego 1991 — 1995
Bachelor of Arts (B.A.), Political Science
Chaminade High School. Mineola, NY 1987 — 1991
Start-up (stealth mode) November 2014 - Present
Lyft May 2014 - November 2014
Lyft November 2013 - April 2014
Groupon June 2012 - October 2013
Groupon February 2012 - June 2012
Epic July 2010 - January 2012
Merrill Lynch May 2008 - September 2008
Education
University of Rochester 2006 — 2010
B.A.
Omnibus Consulting July 2014 - Present
Rockwood Search December 2010 - July 2014
OSB Co. May 2010 - September 2010
Guitar Center May 2009 - May 2010
Bond Street Group October 2007 - January 2009
Ogden Search Initiatives, L.P. June 2007 - September 2007
Deutsche Bank January 2007 - May 2007
RCRS - Response Compliance & Regulatory Services February 2006 - November 2006
OSI January 2006 - January 2006
Merrill Lynch February 2005 - July 2005
Skills
Executive Search, Recruiting, Interviews, Talent Management, Human Resources, Resume Writing, Financial Services, Temporary Placement, Strategy, Management, Leadership, Talent Acquisition, Career Counseling, Hedge Funds, Competency Based..., Capital Markets, Technical Recruiting, Recruitment Advertising, Social Networking, Permanent Placement, Internet Recruiting, Temporary Staffing, Asset Management, Applicant Tracking..., Interview Preparation, Sales, Financial Recruiting, New Business Development, Staffing Services, Search, Job Search Strategies, Sourcing, Screening Resumes, Benefits Negotiation, Onboarding, Wholesale Banking, Big Data Analytics, Data Monetization
Education
University of Rochester
FBR June 2015 - Present
Oppenheimer & Co. Inc. May 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Yumi Restaurant June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Research, Social Media, Leadership, English, Team Leadership, Time Management, Event Planning, Financial Analysis, Windows, Management, Accounting, Financial Modeling, Finance
Education
University of Richmond 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Gartner, Inc. June 2008 - Present
--- December 2006 - June 2008
Merrill Lynch September 2001 - December 2006
eTour.com September 1999 - July 2001
Support Technologies, Inc. January 1999 - September 1999
Edutrek / American InterContinental University July 1997 - December 1998
Emory Healthcare (Emory University) July 1995 - July 1997
Goizueta Business School, Emory University April 1988 - July 1995
University of Rochester January 1981 - April 1988
Skills
IT Strategy, Strategy, Program Management, Cross-functional Team..., Outsourcing, IT Service Management, Project Management, Management, Leadership, Business Strategy, Vendor Management, User Experience, Training, Business Analysis, Analysis, Business Development, Business Intelligence, Business Process, Change Management, Enterprise Architecture, IT Management, Integration, Marketing, Organizational..., Process Improvement, Security, Six Sigma, Team Building
Education
University of Rochester - Simon Business School 1983 — 1985
MBA, Computers & Info Systems / Marketing
University of Rochester 1979 — 1983
BA, Computer Assisted Approaches to Economic Problems
Citrix Systems March 2010 - Present
Citrix Systems February 2007 - March 2010
Two Connect, Inc. December 2005 - January 2007
Robert Half International June 2005 - November 2005
Citibank Diners Club June 1999 - March 2005
JD Edwards World Source Company September 1997 - June 1999
Merrill Lynch September 1992 - September 1997
Skills
Web Services, .NET, C#, BizTalk, SOA, SSIS, SharePoint, Software Development, VB.NET, Oracle, Databases, ASP.NET, SDLC, Visual Basic, WCF, Microsoft SQL Server, Java, ASP, ERP, EAI
Education
University of Rochester 1987 — 1992
BA, Economics
Johnson & Johnson January 2015 - Present
New York CTO Club April 2006 - Present
Guardian Locate July 2014 - January 2015
Moody's Corporation September 2010 - July 2014
AIG July 1998 - September 2010
Transarc May 1994 - June 1998
Merrill Lynch September 1991 - May 1994
Andersen Consulting October 1987 - August 1991
Xpedite Systems May 1984 - September 1987
Skills
Large-scale IT..., Data Center..., IT Service Management –..., IT Governance –..., Free and Open Source..., Data Center, Adoption, Virtualization, Insurance Policies, Large Scale Systems, Enterprise Architecture, Enterprise Software, IT Service Management, Strategy, Leadership, Management, Project Management, Linux, IT Management, ITIL, Vendor Management, IT Strategy, Strategic Planning, Cloud Computing, Disaster Recovery, Governance, Product Management, Infrastructure, SDLC, Software Development, VMware, Analytics, Integration
Education
University of Rochester 1983 — 1987
BA
Deutsche Bank May 2009 - Present
Merrill Lynch September 2005 - June 2009
Lehman Brothers 2000 - 2005
Education
University of Rochester - Simon Business School 1999 — 2001
MBA, Finance
University of Richmond 1990 — 1994
BA
Morgan Stanley March 2009 - Present
Merrill Lynch September 1999 - March 2009
Barclays Capital September 1997 - September 1999
Skills
Financial Modeling, Risk Management, Equities, Fixed Income, Derivatives, Capital Markets
Education
University of Rochester - Simon Business School 1994 — 1996
Sprint June 2015 - Present
HeTexted Inc October 2012 - Present
J.P. Morgan Asset Management May 2011 - May 2014
Bank of America October 2009 - May 2011
Merrill Lynch January 2006 - July 2009
Skills
Marketing, Strategy, Salesforce.com, Market Research, Event Planning, Competitive Analysis, Equities, Sales, Leadership, Account Management, Contract Negotiation, Strategic Planning, Negotiation, Event Management, Budgeting, Corporate Events, Digital Events, Event Apps, Starcite, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Digital Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Program Management, Social Media Marketing, Integrated Marketing, Integrated Marketing...
Education
University of Richmond - Robins School of Business 2000 — 2005
Bachelor of Science Business Administration (BSBA), Integrated Marketing
University of Richmond 2000 — 2005
Bachelor of Arts (BA), Theatre/Theater
The Taft School 1998 — 2000
Green Valley Christian School August 2013 - Present
Physicians Health Plan March 2003 - March 2008
Physicians Health Plan August 2001 - March 2003
Lincoln National Life Insurance Co. April 1999 - August 2001
Lincoln National Life Insurance Co. August 1997 - April 1999
Centurion Industries, Inc. August 1995 - August 1997
Healthcare Benefits Review, LLC February 1995 - August 1995
Merrill Lynch March 1994 - November 1994
Zurich Reinsurance July 1992 - January 1994
Reliance National Risk Specialists August 1990 - July 1992
Skills
Analysis, Project Management, Problem Solving, Customer Relations, Insurance, Customer Service, Negotiation, Documentation, Planning, Microsoft Office, Project Planning, MS Project, Software Documentation, Business Analysis, Data Analysis, Vendor Management, Budgets, Leadership, Process Improvement, Management, Strategic Planning, Contract Negotiation, Business Process..., SDLC
Education
University of Saint Francis 2002 — 2003
Virginia Commonwealth University 1981 — 1986
BS
Merrill lynch September 2010 - Present
Kaplan Tutoring May 2009 - May 2011
ConAm Management Corporation June 2009 - September 2010
Merrill Lynch October 2007 - February 2009
Skills
Computer Hardware, Customer Service, Databases, Microsoft Excel, Microsoft Office, Risk Management, Testing
Education
University of San Diego 2002 — 2003
BBA, Business Administration
CSC Insurance Services May 2001 - Present
Merrill Lynch November 1989 - June 1995
Education
University of Richmond 1982 — 1986
BS, Economics/Spanish
Citigroup May 2012 - Present
Merrill Lynch November 2003 - May 2012
Bank of America September 2001 - November 2003
Bank of America July 1998 - September 2001
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Securities, Corporate Actions, Back Office, Prime Brokerage, DTC, Trading, Bloomberg, Derivatives, Equity Derivatives, Operational Risk, Middle Office, FX Options, Analytics, Metrics, Financial Risk, Portfolio Management, Options, Trading Systems, Banking, Bonds, Hedge Funds, Financial Modeling, Risk Management
Education
University of Rochester
Bachelor of Arts, Economics
WBB Securities July 2013 - Present
Glickenhaus & Co., Inc. August 1991 - December 2012
R.L. Renck & Co., Inc. January 1990 - August 1991
Merrill Lynch June 1987 - June 1989
Skills
Hedge Funds, Equities, Series 7, Mutual Funds, Valuation
Education
University of Rochester
BA, Economics
Deutsche Bank September 2014 - Present
UBS Securities, LLC October 2012 - April 2014
Morgan Stanley April 2010 - September 2012
Merrill Lynch September 2006 - April 2010
NYFIX August 2003 - August 2006
Renaissance Trading Technologies September 2002 - August 2003
Robertson Stephens April 2000 - September 2002
JP Morgan September 1998 - April 2000
D. E. Shaw & Co. February 1997 - September 1998
Bear Stearns September 1988 - February 1997
Skills
Trading Systems, Electronic Trading, SDLC, Equities, Fixed Income, Trading, Business Analysis, C++, Java, Equity Trading, Leadership, Strategy, Order Management, Market Data, Derivatives, Exchange Connectivity, Management, Low Latency, Integration, Analysis, Operations Management, Project Planning, Project Management, C, Agile Project Management, Linux, Unix, Unix Shell Scripting, JavaScript, Google Apps, Google Webmaster Tools, Google Analytics, Google Adwords, Google Sites, Reference Data, Trading System
Education
University of Rochester 1983 — 1988
BA, Applied Mathematics / Computer Science
Silver Heights Development January 2014 - Present
Homewood Capital, an affiliate of The Yucaipa Companies January 2011 - December 2013
Bay Harbour Management March 2008 - December 2010
Merrill Lynch 2006 - 2008
Deloitte Consulting 2004 - 2006
Skills
Hedge Funds, Financial Modeling, Private Equity
Education
University of Richmond 2000 — 2004
Oppenheimer & Co. August 2004 - August 2015
Merrill Lynch August 1993 - December 2003
Merrill Lynch May 1991 - August 1993
Merrill Lynch August 1981 - May 1991
Skills
Finance, Sales, Retirement Planning, Public Speaking, Marketing, Financial Advisory, Asset Allocation, Series 63, Financial Services, Workshops, Separately Managed..., Banking, Series 7, Alternative Investments, Retirement, Strategy, Wealth Management, Negotiation, Mutual Funds, Hedge Funds, Asset Management, Management, Financial Analysis, Strategic Financial..., Google Groups, Investments, Equities
Education
University of Richmond - Robins School of Business 1977 — 1981
BS, Finance
The Choate School 1975 — 1977
HS
Merrill Lynch October 2013 - Present
Orbis Payment Services April 2007 - March 2013
San Diego Loans February 2005 - March 2007
Mobile Systems Wireless January 2001 - November 2003
Hilton San Diego Resort May 1997 - January 2001
Skills
Customer Service, Forecasting, Strategic Planning, Financial Analysis, CRM, Customer Retention, Customer Satisfaction, Management, Marketing Strategy, Sales, Sales Management, Selling, Team Building, Training, Finance, Human Resources, Leadership, Marketing, New Business Development, Investments, Portfolio Management
Education
University of San Diego 1995 — 1999
Bachelor of Business Administration (BBA)
Merrill Lynch March 2006 - Present
Education
University of Rochester 1993 — 1997
Merrill Lynch May 2006 - Present
Merrill Lynch October 2004 - May 2006
Education
University of Richmond 2000 — 2004
M&T Bank May 2009 - Present
Merrill Lynch January 1985 - June 1988
Education
University of Rochester - Simon Business School 1989 — 1991
MBA
University of Virginia
The Ballestas Group August 2014 - Present
Merrill Lynch January 1985 - June 2014
Education
University of San Diego 1981 — 1985
Columbia Threadneedle Investments, US June 2008 - Present
RiverSource Investments 2008 - November 2010
Merrill Lynch 2004 - 2008
Shawmut National Corporation 1990 - 1996
Midland Bank 1988 - 1990
Bear Stearns 1987 - 1988
Skills
Series 63, Mutual Funds, Fixed Income, Series 7, Securities, Portfolio Management, Asset Allocation, Alternative Investments, Credit, Asset Management, Loans, Equities, Investment Strategies
Education
University of Richmond - Robins School of Business 1983 — 1987
B.S., Finance
UpGuppy September 2008 - Present
Merrill Lynch May 2008 - August 2008
George Eastman House January 2008 - May 2008
City of Beachwood, Ohio May 2007 - August 2007
Taco Bell June 2004 - June 2006
Education
University of Rochester 2006 — 2010
Merrill Lynch May 2014 - Present
Skills
Equity Research, Financial Modeling, Valuation, Bloomberg, Equities, Equity Valuation, Corporate Finance, Financial Analysis, Thompson One, FactSet, Investment Banking, Capital Markets, Hedge Funds, Investments, Portfolio Management, Derivatives, Finance, Asset Management, Series 7, Alternative Investments, Due Diligence
Education
University of Rochester 2004 — 2009
Bachelor of Science (BS), Applied Mathematics
University of Rochester 2004 — 2009
Bachelor of Arts (B.A.), Finance, General
Merrill Lynch October 1987 - Present
Skills
Series 7, Asset Allocation, Portfolio Management, Mutual Funds, Retirement Planning, Wealth Management, Investment Strategies, Asset Management, Alternative Investments, Fixed Income, Equities, 401k
Education
University of Rochester 1979 — 1983
BS, Neuroscience
Chandler Asset Management December 2001 - Present
Merrill Lynch April 2001 - December 2001
Merrill Lynch April 2000 - April 2001
Skills
Fixed Income, Asset Management, Investment Advisory, Regulatory Compliance, Operations Management, Investments, Institutional..., Securities Regulation, Securities
Education
University of San Diego School of Law 2003 — 2007
J.D., Law
University of San Diego 1995 — 1999
B.B.A, Business Economics
LPL Financial 2009 - Present
Merrill Lynch 1997 - 2009
Education
University of Richmond 1993 — 1997
BA
Merrill Lynch April 2010 - March 2012
SOROS FUND MANAGEMENT LLC June 2009 - November 2009
NCH CAPITAL INC May 2008 - August 2008
Education
University of Rochester 2005 — 2009
Bachelor of Arts (BA), Economics
U.S. Bank January 2014 - Present
US Bank September 2006 - Present
BAE Systems June 2005 - August 2006
Merrill Lynch August 2004 - January 2005
Marcus & Millichap January 2004 - June 2004
Education
University of San Diego
Bachelors, Business & Finance
Esteem Fitness August 2009 - Present
Merrill Lynch June 2005 - March 2008
Intel Corporation May 2003 - June 2005
Skills
Fitness, Marketing Strategy, Sales
Education
University of San Diego 1999 — 2003
Business
Skyline
Prudential Financial June 2015 - Present
Deutsche Bank July 2012 - June 2015
Morgan Stanley January 2012 - July 2012
Merrill Lynch June 2007 - September 2011
Skills
Fixed Income, Securities, Bloomberg, Equities, Financial Modeling, Series 7, Hedge Funds, Investments, Capital Markets, Derivatives, Portfolio Management, Financial Analysis, Alternative Investments, Financial Services, Asset Management, Valuation, Investment Banking, Data Analysis, Bloomberg Terminal, Risk Management
Education
University of Rochester 2003 — 2007
BA, Political Science
Asset Management Services, Inc. January 2009 - Present
Merrill Lynch November 2005 - December 2008
Mark Trece Inc. 1989 - 2005
Skills
401k, Retirement Planning, Investments, Series 7, Asset Allocation, Retirement, Uniform Combined State..., Wealth Management, Investment Management, Strategic Financial..., IRAs, Financial Advisory, Securities, Portfolio Management
Education
University of Richmond - Robins School of Business 1985 — 1989
BSBA, Economics, Finance
Fallston High School 1981 — 1985
Merrill Lynch March 2007 - Present
Skills
Series 7, Wealth Management, Asset Allocation, Strategy, Estate Planning, Series 63, Portfolio Management, Retirement, Financial Advisory, Retirement Planning, Mutual Funds, Asset Management, Finance
Education
University of Rochester 1998 — 2000
Master, in Finance & Statistics
University of Rochester 1992 — 1996
Bachelor's Degree, Economics
Alternative Asset Investment Management July 2009 - October 2009
JW Management Consulting January 2009 - September 2009
Wall Street Financial Group September 2008 - December 2008
Merrill Lynch June 2008 - September 2008
Education
University of Rochester 2005 — 2009
Goldman Sachs July 2010 - Present
Morgan Stanley June 2009 - August 2009
Merrill Lynch February 2009 - May 2009
The Galleon Group December 2007 - January 2008
Education
University of Richmond 2006 — 2010
BSBA, Finance and Economics
Morgan Stanley October 2014 - Present
Merrill Lynch July 2007 - October 2014
Morgan Stanley Dean Witter August 2005 - July 2007
Morgan Stanley Dean Witter November 1992 - August 2005
Skills
Leadership, Customer Service, Sales, Business Strategy, Microsoft Word, Research, PowerPoint, Training, Series 7, Budgets
Education
University of Sacramento 1987 — 1992
Bachelor of Science, Business Administration - Finance
Consulting 2010 - Present
Merrill Lynch 2005 - 2010
GlobeOp 2004 - 2005
UBS 1997 - 1999
Bankers Trust 1988 - 1997
Education
University of Rochester
MBA, Finance, Economics
Seeking Employment September 2015 - Present
Bank of America/ Merrill Lynch 2000 - June 2015
Merrill Lynch 2000 - 2009
Citigroup 1995 - 1999
Skills
Strategic Sourcing, Compliance Management, Private Cloud, Data Center, Managed Hosting, Portfolio Management, Banking, Financial Services, Capital Markets, Enterprise Software, Derivatives, Investments, Fixed Income, Investment Banking, Equities, Series 63, Series 7
Education
University of Rochester
Bachelor of Arts (BA) Economics and Sociology
Santander Holdings USA June 2014 - Present
Guggenheim Partners March 2013 - June 2014
Deutsche Bank March 2009 - December 2012
Merrill Lynch June 2005 - March 2009
Bear Stearns June 2004 - June 2005
Stern Stewart & Co. June 2001 - June 2004
Progressive Strategies January 1998 - June 1999
Mercer Management Consulting January 1996 - January 1998
Skills
M&A experience, Acquisitions, Mergers, Investment Banking, Corporate Finance, IPO, Equity Capital Markets, Capital Markets, Private Equity, Regional Banks, Corporate Advisory, Consulting, Finance, Investments, Balance Sheet Review, Building Relationships, Idea Generation, Business Analytics, Financial Analysis, Valuation, Strategic Planning, Business Strategy, Mergers & Acquisitions, Equities, Financial Modeling, Hedge Funds, Equity Research, Investor Relations, Financial Services, Financial Advisory, Funding, Banking, Strategic Financial..., Executive Management, Strategy, Credit, Equity Valuation, Treasury Management, Capital Structure, Business Valuation, Securities, Private Placements, Due Diligence, Corporate Development, Financial Institutions, Fixed Income, Treasury, Credit Risk, Corporate Governance, ALM
Education
1999 — 2001
MBA, Finance
University of Vermont 1990 — 1994
BS, Business
Simsbury High Shcool 1988 — 1990
Dulaney High School 1986 — 1988
McGuireWoods August 2010 - Present
Supreme Court of Virginia August 2008 - August 2009
Merrill Lynch September 1998 - September 2000
Skills
Appeals, Government, Legal Research, Legal Writing, Litigation, White Collar Criminal...
Education
University of Richmond School of Law 2006 — 2009
JD, Summa Cum Laude
University of Virginia 1993 — 1997
FHS 1989 — 1993
Jefferies & Company 2009 - Present
Merrill Lynch 1996 - 2009
Bankers Trust/Deutsche Bank 1994 - 1996
Skills
Capital Markets, Valuation, Derivatives, Asset Management, Equity Derivatives, Fixed Income
Education
University of Rochester - Simon Business School 1986 — 1988
MBA, Finance
Federal Reserve Bank of New York February 2015 - Present
Merrill Lynch May 2005 - February 2015
Merrill Lynch March 2000 - April 2005
JP Morgan Chase January 1998 - March 2000
Scudder Investments 1993 - 1997
Bankers Trust November 1984 - April 1993
Skills
Fixed Income, Finance, Product Management, Asset Management, Investments, Series 24, Alternative Investments, Analysis, Wealth Management, Mutual Funds, Program Management, Series 7
Education
University of Rochester
BA, Economics
University of Rochester - Simon Business School
MBA, Finance, Applied Economics
Merrill Edge May 2012 - Present
Merrill Lynch June 2008 - May 2012
Merrill Lynch June 2005 - June 2008
Private Bank of Bank of America May 2002 - June 2005
Education
University of Richmond - Robins School of Business 1996 — 2000
BSBA, Business Administration - Finance
Bank of America Merrill Lynch October 2011 - Present
Merrill Lynch September 2008 - October 2011
Merrill Lynch September 2005 - September 2008
Skills
FINRA, Competitive Analysis, Portfolio Management, Valuation, Equity Derivatives, Hedge Funds, Investments, Series 7, Corporate Finance, Credit Analysis, Investment Banking, Capital Markets, Financial Modeling, Financial Analysis, Credit, Banking, Equities, Finance
Education
University of Richmond - Robins School of Business 2001 — 2005
Bachelors, Finance and Accounting
Custom Senior Living Search, LLC January 2013 - Present
CLEARCHOICE DENTAL IMPLANT CENTERS 2009 - December 2012
First Command Financial Services 2006 - 2009
Corporate Executive Board 2005 - 2006
Merrill Lynch 2003 - 2005
Morgan Stanley 2000 - 2003
UNION BANK OF CALIFORNIA 1999 - 2000
Skills
Salesforce.com, Sales, Strategic Planning, Marketing, Business Development, New Business Development, Marketing Strategy, Business Strategy, Sales Management, People Skills, Strategic Financial..., Coaching, Management, Sales Operations, Selling, Healthcare, Sales Process, Leadership, Team Building, Training, Strategy, Team Leadership, Cold Calling, Direct Sales, Customer Retention, Sales Presentations, Elder Care, Seniors Housing, Permanent Placement, Recruiting, Account Management, Start-ups, Entrepreneurship, Forecasting, Small Business, Business Planning, Contract Negotiation, Product Marketing, Budgets, Strategic Partnerships, Lead Generation, Competitive Analysis, CRM, Executive Management, P&L Management, Negotiation
Education
Georgetown University; The Robert E. McDonough School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance and Marketing
University of Richmond 1990 — 1994
Cum Laude, Bachelor of Arts, German Studies
Friends School 1985 — 1989
High School Diploma
Wells Fargo Advisors, LLC July 2008 - Present
Merrill Lynch July 2001 - July 2008
Skills
Financial Advisory, Investment Planning, 401(k) Rollovers, Asset Allocation, Retirement Planning
Education
University of Richmond 1982 — 1986
BS, Chemistry
Gloucester High School 1978 — 1982
Merrill Lynch May 2011 - Present
BB&T Capital Markets January 2011 - May 2011
Altria June 2010 - May 2011
Congressman Leonard Lance May 2009 - August 2009
Daiwa Securities May 2008 - July 2008
Education
University of Richmond - Robins School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Stuyvesant Square Advisors, Inc. 2008 - Present
Merrill Lynch 1992 - 2008
Skills
Management, Private Equity, Investment Banking, Capital Markets, Hedge Funds, Valuation, Venture Capital, Corporate Finance, Fixed Income, Financial Modeling, Equities, Mergers & Acquisitions, Alternative Investments, Due Diligence, Leveraged Finance, Investments, Financial Structuring, Bonds, Securities, M&A experience
Education
University of Rochester
BA, Economics
University of Rochester - Simon Business School
MBA, Finance
UBS August 2010 - Present
Merrill Lynch March 1992 - August 2010
US Navy 1987 - 1992
Skills
Financial Planning, Retirement Planning, Portfolio Management, Cash Flow Analysis, Asset Management, Philanthropy, Legacy Giving, Tax Planning, Estate Planning, Asset Allocation, Risk Management, Wealth Management, Concentrated Stock...
Education
University of San Diego 1984 — 1987
BA, Business Management & Finance
Accenture September 2014 - Present
Robert Toigo Foundation April 2012 - Present
University of Virginia Darden School of Business July 2012 - May 2014
Merrill Lynch June 2013 - August 2013
Mercer Investments March 2007 - July 2012
American International Group (AIG) - Risk Management Group July 2005 - March 2007
American International Group (AIG) - Global Risk Management Group June 2004 - August 2004
Skills
Investments, Capital Markets, Emerging Markets, Investment Banking, Risk Management, Finance, Trading, Fixed Income, Financial Modeling, Financial Analysis, Hedge Funds, Equities, Investment Management, Asset Managment, Alternative Investments, Investment Strategies, Asset Allocation, Mutual Funds, Strategy, Asset Management
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Management
University of Rochester 2001 — 2005
B.A., Economics, Finance
King's College Lagos
Verisk Analytics November 2014 - Present
Verisk Analytics February 2009 - November 2014
Merrill Lynch 2005 - 2009
Skills
Event Planning, Contract Negotiation, Strategic Planning, Event Management, Meeting Planning, Marketing, Social Media Marketing, Sales, Account Management, Leadership, Marketing Communications, Customer Service, Management, Hospitality
Education
University of Richmond 2001 — 2005
BA, Leadership Studies
Navstar November 2009 - Present
Merrill Lynch 1996 - 1998
Skills
Business Development, Account Management, New Business Development, Sales, Data Center, Security, Management, Contract Negotiation, Arts, Counseling Psychology, Trading, Middle Eastern Studies, Music Production, Marketing Strategy
Education
University of San Diego 1991 — 1994
Bachelor's degree, International Relations and Affairs
PwC July 2012 - Present
PwC October 2012 - February 2013
PwC August 2008 - June 2012
PwC July 2006 - July 2008
Bank of America May 2005 - August 2005
Merrill Lynch September 2004 - April 2005
Skills
Transfer Pricing, International Tax, Financial Reporting, Financial Analysis, Business Valuation, Valuation, Management Consulting, Business Transformation, Finance Transformation, Economics, Financial Modeling, Econometrics, Business Advisory, Tax Advisory, Tax, Corporate Tax, Accounting, Due Diligence, Financial Accounting, Corporate Finance, Income Tax, Tax Accounting, Real Estate, Big 4, Restructuring, US GAAP, SEC filings, Internal Controls, Sarbanes-Oxley Act, External Audit, Mergers & Acquisitions, Private Equity
Education
University of Rochester 2002 — 2006
BA, Math and Economics
Morgan Stanley Wealth Management July 2013 - Present
Morgan Stanley Wealth Management June 2012 - August 2012
Merrill Lynch September 2011 - December 2011
CPAs, Taxes and Associates PC June 2011 - August 2011
Arthie Jay Realty Inc June 2010 - August 2010
Skills
Investments, Asset Allocation, Portfolio Management, Analysis, Hedge Funds, Investment Management, Wealth Management, Economics, Financial Modeling, Bloomberg, Accounting, Valuation, Financial Analysis, Equities
Education
University of Richmond - Robins School of Business 2009 — 2013
Bachelor of Science, Business Administration; Finance and Economics
The Hun School of Princeton 2006 — 2009
Citi January 2015 - Present
Worth New York 2012 - Present
Citigroup 2007 - 2013
Citi 2003 - 2006
Citi 2001 - 2002
Citi 1994 - 2000
The Dreyfus Corporation 1991 - 1993
Merrill Lynch 1985 - 1988
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Strategic Financial..., Valuation, Derivatives, Financial Reporting, Internal Controls, Analysis, Finance, Expense Budget..., Financial Process..., Financial Policies &..., Forecasting, Financial Services, Microsoft Excel, PowerPoint, Budget Forecasts, Strategic Sales Plans, Management Review, Metrics Reporting, Monthly Close Process, Transfer Pricing, Balance Sheet Review, SOX 404, Expense Allocation, Economic Capital, Variance Analysis, Banking
Education
William E. Simon School of Business 1988 — 1990
Master of Business Administration (M.B.A.), Finance
Hamilton College 1981 — 1985
BA, Economics
The Blackstone Group December 2014 - Present
Moelis & Company June 2013 - December 2014
Student Managed Investment Fund April 2012 - May 2013
University of Richmond September 2009 - May 2013
University of Richmond Robins School of Business 2012 - 2013
Career Development Center 2011 - 2013
Moelis & Company June 2012 - August 2012
Barclays Capital January 2012 - 2012
Bank of America November 2011 - November 2011
Merrill Lynch June 2011 - August 2011
Skills
Investment Banking, Investments, Series 7, Series 79, Series 63
Education
University of Richmond - Robins School of Business 2009 — 2013
BSBA, Finance, Leadership Studies
University of Richmond
University of Richmond - Jepson School of Leadership Studies
Pursuing Master's Degree in Theology Director of Marketing / Chief of StaffKPMG LLP
KPMG 2007 - 2009
KPMG LLP 2004 - 2007
Merrill Lynch 2001 - 2002
Merrill Lynch January 1998 - January 2001
Skills
Strategy, Internal Communications, Marketing, Leadership, Business Strategy, CRM, Marketing Communications, Corporate Communications, Marketing Strategy, Strategic Planning, Marketing Management
Education
University of Richmond
Bachelor of Science, Business Administration; Marketing
Lidl US LLC July 2015 - Present
MGP Retail Consulting LLC March 2015 - July 2015
Faragalla & Associates LLC February 2013 - February 2015
Morgan Stanley February 2010 - May 2011
Algorithmic Futures Trading January 2007 - October 2009
Thomson Corporation May 2005 - August 2005
Merrill Lynch May 2003 - August 2004
Skills
Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Research, Strategic Planning, Budgets
Education
University of Richmond - Robins School of Business 2012 — 2016
Bachelor's Degree, Finance and Economics
ROVIA LLC August 2014 - June 2015
The Venetian February 2012 - August 2014
Ronald McDonald House Charities of Greater Las Vegas April 2012 - 2014
Station Casinos October 2009 - January 2012
Merrill Lynch January 2006 - April 2009
Esri February 2002 - November 2005
Skills
Leadership, Leadership Development, Sales, Contract Negotiation, Warrior Spirit, Team Building, Hospitality, Hotels, Customer Service, Meeting Planning, Incentives, Hospitality Management, Account Management, Resorts, Customer Retention, Management, Financial Analysis, Sales Management, Conflict Resolution, Cross-functional Team..., Event Planning, Contract Negotiations, Event Management, Marketing, Tourism, Sales Operations, Hospitality Industry, Financial Structuring, Conflict Management, Manage Client..., Training, Revenue Analysis, Social Media Marketing, Online Marketing, Customer Relations, Maintaining Strong..., Marketing Strategy, Forecasting, Yield Management, Entrepreneurship, Strategic Planning, Change Management, Process Improvement, Business Strategy, Matrix Management, Strategic Partnerships, Business Development, Go-to-market Strategy, Market Analysis, SaaS
Education
University of San Diego 1998 — 2002
Bachelor’s Degree, Supply Chain Management, Marketing, Business Management
Sands Corporation - Maestro Training and Leadership Development 2014 — 2014
Certificate of Completion, Executive Management Training
Station Casinos 2011 — 2012
Certificate of Completion, Leading Through Knowledge (LTK)
Stations Casinos 2011 — 2011
Certificate of Completion, Relationship Breakthrough Development (RBD)
Financial Peace University - Dave Ramsey 2010 — 2010
Graduated Coursework, Financial Management
Computer Career Connection 2004 — 2005
A+ Certified, Network and System Administration/Administrator
Merrill Lynch April 2011 - Present
KCIC, LLC August 2009 - January 2011
Standard & Poor's Vista Research June 2008 - August 2008
Education
University of Richmond 2005 — 2009
BS, Mathematical Economics
Merrill Lynch September 2011 - Present
OppenheimerFunds, Inc June 2010 - August 2010
Meliora Capital Management October 2009 - May 2010
Ken Martin Landscaping May 2004 - August 2009
Education
University of Rochester 2008 — 2012
Bachelor of Arts, Financial Economics
Bank of America March 2010 - Present
Merrill Lynch 2000 - 2010
Citi September 1995 - January 1999
Skills
Contract Negotiation, Strategic Sourcing, Risk Management, Banking, Portfolio Management
Education
University of Rochester
Bachelor of Arts (BA), Economics
UBS February 2015 - Present
Merrill Lynch November 2014 - February 2015
Viacom August 2014 - October 2014
University of Rochester September 2013 - December 2013
University of Rochester January 2012 - May 2012
Vanderbilt University May 2008 - July 2008
Skills
Statistics, Mathematica, R, SAS, LaTeX, Experimental Design, Stata, Statistical Modeling, Matlab, Data Analysis, Mathematical Modeling, SPSS, Machine Learning, Quantitative Analytics, Data Mining, Biostatistics, Monte Carlo Simulation, Algorithms, Econometrics, Time Series Analysis, Accounting
Education
University of Rochester 2009 — 2013
Bachelor's degree, Statistics
Father Ryan High School 2005 — 2009
Vanderbilt University
Vanderbilt University
OppenheimerFunds May 2006 - Present
Merrill Lynch March 2005 - May 2006
J&W Seligman January 2002 - March 2005
Deutsche Bank March 1994 - June 2001
Skills
CFA, Security Analysis, Securities, Asset Management, Buy-side
Education
New York University, Stern School of Business 1984 — 1989
Master of Business Administration (MBA), Finance, International Business
University of Rochester 1979 — 1983
Bachelor of Arts (BA), Economics
Merrill Lynch June 2014 - August 2014
AXA Advisors May 2013 - May 2014
Batavia Muckdogs June 2013 - September 2013
Education
University of Rochester 2011 — 2015
Bachelor's degree, Business and Economics
Chaminade High School 2007 — 2011
High School Diploma
BancStar Mortgage January 2010 - Present
Merrill Lynch January 2000 - February 2006
Skills
Investments, Investment Properties, Finance, Loans, Mortgage Lending, Real Estate, Refinance, Residential Mortgages, Retirement, Series 7, Strategic Planning
Education
University of Richmond 1988 — 1992
Bachelor of Science (BS), Economics
Gonzaga High School 1982 — 1988