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
Employee
Years
Job
Industry
Carey Greenauer Carey Greenauer's Merrill Lynch Experience January 2013 - Present
Job Senior Financial Analyst, CFP® at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
Merrill Lynch January 2011 - January 2013
Merrill Lynch December 2005 - January 2011
Merrill Lynch May 1999 - December 2005
Education
University of South Carolina - Darla Moore School of Business 1995 — 1999
Bachelor's Degree, Business Administration, Major in Finance; Minor in French, Manga Cum Laude
Merrill Lynch January 2013 - Present
Merrill Lynch January 2011 - January 2013
Merrill Lynch December 2005 - January 2011
Merrill Lynch May 1999 - December 2005
Education
University of South Carolina - Darla Moore School of Business 1995 — 1999
Bachelor's Degree, Business Administration, Major in Finance; Minor in French, Manga Cum Laude
Alexandra Naranjo Alexandra Naranjo's Merrill Lynch Experience 2000 - 2001
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard 2010 - Present
United Way of America July 2014 - January 2015
Vanguard 2006 - 2010
Vanguard 2002 - 2006
Merrill Lynch 2000 - 2001
Skills
Series 6, Investments, Mutual Funds, Finance, Sales, Coaching, Spanish, Series 7, Series 63, Portfolio Management, Financial Analysis, Business Development
Education
University of South Carolina - Darla Moore School of Business
Finance, International Business
Vanguard 2010 - Present
United Way of America July 2014 - January 2015
Vanguard 2006 - 2010
Vanguard 2002 - 2006
Merrill Lynch 2000 - 2001
Skills
Series 6, Investments, Mutual Funds, Finance, Sales, Coaching, Spanish, Series 7, Series 63, Portfolio Management, Financial Analysis, Business Development
Education
University of South Carolina - Darla Moore School of Business
Finance, International Business
Alexia Farnett, PHR's Merrill Lynch Experience October 2005 - August 2006
Job Senior Talent Advisor at LivingHR, Inc.
Industry Human Resources
Experience
LivingHR, Inc. March 2015 - Present
livingHR, Inc. March 2014 - March 2015
Power Design Inc. May 2013 - February 2014
Power Design Inc. June 2011 - May 2013
Progressus Therapy May 2008 - June 2011
Kforce September 2007 - May 2008
Kforce July 2006 - October 2007
Merrill Lynch October 2005 - August 2006
Skills
Recruiting, Proofreading, Editing, Applicant Tracking..., Technical Writing, Human Resources, Employee Benefits, Microsoft Excel, Spreadsheets, Benefits Administration, Statistical Reporting, Training, New Hire Orientations, College Recruiting, Onboarding, Employee Relations, Talent Acquisition, Contract Negotiation, Customer Service, Management
Education
University of South Florida 2010 — 2012
Master of Arts, Human Resource Development, 4.0
University of Tampa - John H. Sykes College of Business 2002 — 2006
Bachelor of Science, International Business, Economics
LivingHR, Inc. March 2015 - Present
livingHR, Inc. March 2014 - March 2015
Power Design Inc. May 2013 - February 2014
Power Design Inc. June 2011 - May 2013
Progressus Therapy May 2008 - June 2011
Kforce September 2007 - May 2008
Kforce July 2006 - October 2007
Merrill Lynch October 2005 - August 2006
Skills
Recruiting, Proofreading, Editing, Applicant Tracking..., Technical Writing, Human Resources, Employee Benefits, Microsoft Excel, Spreadsheets, Benefits Administration, Statistical Reporting, Training, New Hire Orientations, College Recruiting, Onboarding, Employee Relations, Talent Acquisition, Contract Negotiation, Customer Service, Management
Education
University of South Florida 2010 — 2012
Master of Arts, Human Resource Development, 4.0
University of Tampa - John H. Sykes College of Business 2002 — 2006
Bachelor of Science, International Business, Economics
Catherine Barall Catherine Barall's Merrill Lynch Experience August 2011 - April 2012
Job Assistant Vice President, Investor Relations at Bank of America
Industry Financial Services
Experience
Bank of America July 2013 - Present
Bank of America July 2012 - July 2014
Merrill Lynch August 2011 - April 2012
Merrill Lynch June 2011 - August 2011
University of South Carolina January 2009 - January 2010
Skills
Finance, Financial Analysis, Investments, Microsoft Excel, Portfolio Management, Strategy, Leadership, Microsoft Office, Microsoft Word, Customer Service, Financial Modeling
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor's, International Business, Finance, and Risk Management and Insurance
John Cabot University 2010 — 2010
General Business
Bank of America July 2013 - Present
Bank of America July 2012 - July 2014
Merrill Lynch August 2011 - April 2012
Merrill Lynch June 2011 - August 2011
University of South Carolina January 2009 - January 2010
Skills
Finance, Financial Analysis, Investments, Microsoft Excel, Portfolio Management, Strategy, Leadership, Microsoft Office, Microsoft Word, Customer Service, Financial Modeling
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor's, International Business, Finance, and Risk Management and Insurance
John Cabot University 2010 — 2010
General Business
Eric Ditri Eric Ditri's Merrill Lynch Experience 2012 - 2012
Job Graduate of University of South Carolina Moore School of Business
Industry Telecommunications
Experience
SCE September 2013 - September 2015
Merrill Lynch 2012 - 2012
Skills
Microsoft Excel, Microsoft Office, Visio, Customer Service, PowerPoint, Management, Project Management, Time Management, Leadership, Public Speaking
Education
University of South Carolina-Columbia 2010 — 2013
Corporate Finance
University of South Carolina-Columbia
SCE September 2013 - September 2015
Merrill Lynch 2012 - 2012
Skills
Microsoft Excel, Microsoft Office, Visio, Customer Service, PowerPoint, Management, Project Management, Time Management, Leadership, Public Speaking
Education
University of South Carolina-Columbia 2010 — 2013
Corporate Finance
University of South Carolina-Columbia
Lindsey Visbeck Lindsey Visbeck's Merrill Lynch Experience April 2014 - Present
Job Administrative Assistant III at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Cantina 76 November 2013 - April 2014
Mosquito Free Yards, Inc. March 2013 - April 2014
Cantina 76 April 2012 - April 2014
MBC Computer Service May 2009 - December 2012
Skills
Social Networking, Social Media, Event Planning, English, Creative Writing, Editing, Marketing Communications, Social Media Marketing, Customer Service, Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Public Relations, Microsoft Word, Research, Event Management, Strategic Communications, Public Speaking, Journalism, Time Management, Training, Leadership, Management
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor's degree, English Language and Literature, General
Merrill Lynch April 2014 - Present
Cantina 76 November 2013 - April 2014
Mosquito Free Yards, Inc. March 2013 - April 2014
Cantina 76 April 2012 - April 2014
MBC Computer Service May 2009 - December 2012
Skills
Social Networking, Social Media, Event Planning, English, Creative Writing, Editing, Marketing Communications, Social Media Marketing, Customer Service, Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Public Relations, Microsoft Word, Research, Event Management, Strategic Communications, Public Speaking, Journalism, Time Management, Training, Leadership, Management
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor's degree, English Language and Literature, General
Ladd Lumpkin, CFA Ladd Lumpkin, CFA's Merrill Lynch Experience June 1995 - Present
Job PIA Program Senior Portfolio Manager Senior Vice PresidentWealth Management TCG & Assoc. Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1995 - Present
Skills
Strategic Financial..., Alternative Investments, Asset Management, Estate Planning, Fixed Annuities, Banking, 401k, Capital Markets, Mortgage Lending, Financial Analysis, Equity Management, Hedge Funds, Valuation, Economics, Financial Reporting, Chartered Financial..., Customer Service, Financial Planning
Education
University of South Carolina-Columbia 1993 — 1995
Master of Business Administration (MBA), Finance
University of South Carolina-Columbia 1989 — 1993
Bachelor of Engineering (B.E.), Mechanical Engineering
Merrill Lynch June 1995 - Present
Skills
Strategic Financial..., Alternative Investments, Asset Management, Estate Planning, Fixed Annuities, Banking, 401k, Capital Markets, Mortgage Lending, Financial Analysis, Equity Management, Hedge Funds, Valuation, Economics, Financial Reporting, Chartered Financial..., Customer Service, Financial Planning
Education
University of South Carolina-Columbia 1993 — 1995
Master of Business Administration (MBA), Finance
University of South Carolina-Columbia 1989 — 1993
Bachelor of Engineering (B.E.), Mechanical Engineering
Nicholas Stonestreet Nicholas Stonestreet's Merrill Lynch Experience March 2005 - July 2007
Job CEO at Vident Financial
Industry Financial Services
Experience
Vident Financial March 2013 - Present
Regions Financial Corporation September 2009 - February 2013
BCR Environmental Corporation July 2007 - September 2009
Merrill Lynch March 2005 - July 2007
Merrill Lynch Bank Suisse 2003 - 2005
Merrill Lynch 2001 - 2005
Merrill Lynch International 1999 - 2001
Merrill Lynch 1997 - 1999
Merrill Lynch Trust Company 1993 - 1997
SunTrust Bank June 1988 - April 1993
Skills
Portfolio Management, Financial Analysis, Change Management, Sales Management, Business Strategy, Strategic Financial..., Marketing Strategy, Cross-functional Team..., Financial Risk, Risk Management, Culture Change, Trust Management, International Sales, International Business..., International Finance, Banking, International Banking..., Private Banking, Wealth Management..., Wealth Management, Credit, Investments, Leadership, Credit Analysis
Education
University of South Carolina-Columbia 1986 — 1988
Master of International Business Studies, International Business
Winthrop University 1980 — 1984
Bachelor of Science, Environmental Biology
Vident Financial March 2013 - Present
Regions Financial Corporation September 2009 - February 2013
BCR Environmental Corporation July 2007 - September 2009
Merrill Lynch March 2005 - July 2007
Merrill Lynch Bank Suisse 2003 - 2005
Merrill Lynch 2001 - 2005
Merrill Lynch International 1999 - 2001
Merrill Lynch 1997 - 1999
Merrill Lynch Trust Company 1993 - 1997
SunTrust Bank June 1988 - April 1993
Skills
Portfolio Management, Financial Analysis, Change Management, Sales Management, Business Strategy, Strategic Financial..., Marketing Strategy, Cross-functional Team..., Financial Risk, Risk Management, Culture Change, Trust Management, International Sales, International Business..., International Finance, Banking, International Banking..., Private Banking, Wealth Management..., Wealth Management, Credit, Investments, Leadership, Credit Analysis
Education
University of South Carolina-Columbia 1986 — 1988
Master of International Business Studies, International Business
Winthrop University 1980 — 1984
Bachelor of Science, Environmental Biology
Shannel Aiken's Merrill Lynch Experience August 2005 - December 2005
Job Owner/Certified Wedding & Event Planner at Shannel Aiken Weddings & Events
Industry Events Services
Experience
Shannel Aiken Weddings & Events May 2014 - Present
Wells Fargo June 2012 - August 2013
First Citizens Bank and Trust July 2007 - September 2012
First Citizens Bank February 2011 - February 2012
Merrill Lynch August 2005 - December 2005
Skills
Financial Management, Direct Sales, Marketing, Microsoft Office, Weddings, Wedding Planning, Wedding Management, wedding design, Wedding Coordinating, Event Planning, Corporate Events
Education
University of South Carolina-Columbia 2006 — 2007
Bachelor of Science, Business Administration; Marketing and Management
University of South Carolina-Columbia 2003 — 2006
BS, Finance and Management
Collins
Shannel Aiken Weddings & Events May 2014 - Present
Wells Fargo June 2012 - August 2013
First Citizens Bank and Trust July 2007 - September 2012
First Citizens Bank February 2011 - February 2012
Merrill Lynch August 2005 - December 2005
Skills
Financial Management, Direct Sales, Marketing, Microsoft Office, Weddings, Wedding Planning, Wedding Management, wedding design, Wedding Coordinating, Event Planning, Corporate Events
Education
University of South Carolina-Columbia 2006 — 2007
Bachelor of Science, Business Administration; Marketing and Management
University of South Carolina-Columbia 2003 — 2006
BS, Finance and Management
Collins
Sean Magrath Sean Magrath's Merrill Lynch Experience May 2012 - August 2012
Job Business Development Group at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Morgan Stanley June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Sweeny, Wingate & Barrow, P.A. January 2011 - May 2012
Skills
Investments
Education
University of South Carolina-Columbia 2010 — 2014
International Business, Finace, Junior
Vanguard June 2014 - Present
Morgan Stanley June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Sweeny, Wingate & Barrow, P.A. January 2011 - May 2012
Skills
Investments
Education
University of South Carolina-Columbia 2010 — 2014
International Business, Finace, Junior
Christina Hanson Christina Hanson's Merrill Lynch Experience 1993 - 1995
Job Institutional Sales & Brokerage
Industry Financial Services
Experience
Institutional Sales & Brokerage Associate DirectorCME Group2006 - April 2012
Tullett Prebon 2003 - 2005
Cantor Fitzgerald 2001 - 2003
Goldman Sachs 1995 - 2001
Merrill Lynch 1993 - 1995
Skills
Investment Banking, Portfolio Management, CDS, Derivatives, Financial Services, Strategic Financial..., Options, Credit Derivatives, Trading, Capital Markets, Alternative Investments, Equities, Hedge Funds, Electronic Trading, Commodity, Equity Trading, Equity Derivatives, Proprietary Trading, Financial Markets, Market Data, Trading Systems, Risk Management, Hedging, Swaps, Fixed Income, FX Options
Education
University of South Carolina-Columbia 1989 — 1993
BA
Institutional Sales & Brokerage Associate DirectorCME Group2006 - April 2012
Tullett Prebon 2003 - 2005
Cantor Fitzgerald 2001 - 2003
Goldman Sachs 1995 - 2001
Merrill Lynch 1993 - 1995
Skills
Investment Banking, Portfolio Management, CDS, Derivatives, Financial Services, Strategic Financial..., Options, Credit Derivatives, Trading, Capital Markets, Alternative Investments, Equities, Hedge Funds, Electronic Trading, Commodity, Equity Trading, Equity Derivatives, Proprietary Trading, Financial Markets, Market Data, Trading Systems, Risk Management, Hedging, Swaps, Fixed Income, FX Options
Education
University of South Carolina-Columbia 1989 — 1993
BA
Mohammed Gilani Mohammed Gilani's Merrill Lynch Experience February 2012 - September 2012
Job Senior Actuarial Assistant at Unum
Industry Insurance
Experience
Unum October 2015 - Present
Unum May 2013 - October 2015
Carolina Fund August 2011 - December 2012
Merrill Lynch February 2012 - September 2012
University of South Carolina August 2010 - March 2012
Avwatch, Inc September 2011 - December 2011
Dr. Energy Saver July 2011 - August 2011
Skills
Investments, Problem Solving, Economics, Data Analysis, Excel, Backtesting, Value Investing, Client Development, Options Strategies, Futures Trading, Equity Derivatives, Financial Statement..., Technicals, Actuarial Exams, Finance, Bloomberg Terminal, Microsoft Excel, Risk Management, Microsoft Office, Analysis, Leadership
Education
University of South Carolina - The Moore School of Business 2009 — 2012
Bachelor's Degree, International Business, Finance, Risk Management and Insurance, GPA: 3.9 (Magna Cum Laude)
Lahore Grammar School 2006 — 2008
GCE A levels, Economics, Business Studies, Mathematics, Applied Information and Communication Technology
Unum October 2015 - Present
Unum May 2013 - October 2015
Carolina Fund August 2011 - December 2012
Merrill Lynch February 2012 - September 2012
University of South Carolina August 2010 - March 2012
Avwatch, Inc September 2011 - December 2011
Dr. Energy Saver July 2011 - August 2011
Skills
Investments, Problem Solving, Economics, Data Analysis, Excel, Backtesting, Value Investing, Client Development, Options Strategies, Futures Trading, Equity Derivatives, Financial Statement..., Technicals, Actuarial Exams, Finance, Bloomberg Terminal, Microsoft Excel, Risk Management, Microsoft Office, Analysis, Leadership
Education
University of South Carolina - The Moore School of Business 2009 — 2012
Bachelor's Degree, International Business, Finance, Risk Management and Insurance, GPA: 3.9 (Magna Cum Laude)
Lahore Grammar School 2006 — 2008
GCE A levels, Economics, Business Studies, Mathematics, Applied Information and Communication Technology
Jack Sheehy's Merrill Lynch Experience April 2015 - August 2015
Job Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
University of South Carolina August 2013 - Present
Merrill Lynch April 2015 - August 2015
Augusta National Golf Club January 2015 - April 2015
Morgan Stanley June 2014 - August 2014
Lowe's Companies, Inc. May 2013 - August 2013
Johnson & Johnson January 2011 - June 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Access, Windows, Mac OS, MovieMaker, Bloomberg Terminal, Prezi, Photoshop, Financial Modeling, Public Speaking, Event Planning
Education
University of South Carolina-Columbia 2013 — 2017
Bachelor's Degree, Accounting and Finance, 4.0
Hillsborough Highschool 2009 — 2013
High School, 92.3
University of South Carolina August 2013 - Present
Merrill Lynch April 2015 - August 2015
Augusta National Golf Club January 2015 - April 2015
Morgan Stanley June 2014 - August 2014
Lowe's Companies, Inc. May 2013 - August 2013
Johnson & Johnson January 2011 - June 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Access, Windows, Mac OS, MovieMaker, Bloomberg Terminal, Prezi, Photoshop, Financial Modeling, Public Speaking, Event Planning
Education
University of South Carolina-Columbia 2013 — 2017
Bachelor's Degree, Accounting and Finance, 4.0
Hillsborough Highschool 2009 — 2013
High School, 92.3
Anna Berger's Merrill Lynch Experience January 2014 - September 2014
Job Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Merrill Lynch January 2014 - September 2014
OppenheimerFunds June 2013 - October 2013
Merrill Lynch January 2012 - May 2013
J.Crew May 2010 - August 2010
Keane Capital Management June 2008 - August 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Financial Analysis, Marketing, Retail, Sales, Mutual Funds, Market Research, Microsoft Office, Time Management, Investments, Salesforce.com, Series 7, Budgets, Outlook, Customer Service, Business Analysis
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing
Wells Fargo Advisors September 2014 - Present
Merrill Lynch January 2014 - September 2014
OppenheimerFunds June 2013 - October 2013
Merrill Lynch January 2012 - May 2013
J.Crew May 2010 - August 2010
Keane Capital Management June 2008 - August 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Financial Analysis, Marketing, Retail, Sales, Mutual Funds, Market Research, Microsoft Office, Time Management, Investments, Salesforce.com, Series 7, Budgets, Outlook, Customer Service, Business Analysis
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing
Richard Sorensen Richard Sorensen's Merrill Lynch Experience 2004 - 2006
Job Premier Account Manager at Creditsafe USA
Industry Information Services
Experience
Creditsafe USA September 2015 - Present
Creditsafe USA April 2015 - August 2015
D&B February 2012 - March 2015
Mortgage Broker 2006 - January 2012
Merrill Lynch 2004 - 2006
Skills
Business Information, Consultative Selling, New Business Development, Solution Selling, Database Marketing, Account Management, CRM, Sales Process, B2B, Cold Calling, Selling, Marketing, Sales Presentations, Salesforce.com, Training, Lead Generation, Leadership, Analytics, Market Research, Strategy, Sales, Team Building, Team Leadership, Product Management, Customer Service, Online Advertising, Sales Operations, Management, Direct Sales, Strategic Planning
Education
University of South Carolina-Columbia 1998 — 2004
BS, Political Science and Government
Socastee High School 1996 — 1998
Matawan High School 1994 — 1996
Creditsafe USA September 2015 - Present
Creditsafe USA April 2015 - August 2015
D&B February 2012 - March 2015
Mortgage Broker 2006 - January 2012
Merrill Lynch 2004 - 2006
Skills
Business Information, Consultative Selling, New Business Development, Solution Selling, Database Marketing, Account Management, CRM, Sales Process, B2B, Cold Calling, Selling, Marketing, Sales Presentations, Salesforce.com, Training, Lead Generation, Leadership, Analytics, Market Research, Strategy, Sales, Team Building, Team Leadership, Product Management, Customer Service, Online Advertising, Sales Operations, Management, Direct Sales, Strategic Planning
Education
University of South Carolina-Columbia 1998 — 2004
BS, Political Science and Government
Socastee High School 1996 — 1998
Matawan High School 1994 — 1996
Elizabeth Ernest Elizabeth Ernest's Merrill Lynch Experience January 2015 - Present
Job MLWM Advisory Intern at Merrill Lynch, Ellison Kibler & Associates
Industry
Experience
Merrill Lynch January 2015 - Present
Honors College, University of South Carolina August 2013 - May 2015
Shandon United Methodist Church May 2014 - August 2014
Gamecock IMG Sports Marketing May 2014 - August 2014
Marble Slab Creamery May 2013 - December 2013
University of South Carolina January 2013 - May 2013
Skills
Customer Service, Microsoft Office, Leadership, Teamwork, Recruiting, Research, PowerPoint, Microsoft Excel, Salesforce, Public Speaking, Microsoft Word, Social Media, Community Outreach, OS X, SPSS, Final Cut Pro, Time Management
Education
University of South Carolina-Columbia 2012 — 2016
B.S.B.A., Finance and Marketing
Vanguard High School 2008 — 2012
Merrill Lynch January 2015 - Present
Honors College, University of South Carolina August 2013 - May 2015
Shandon United Methodist Church May 2014 - August 2014
Gamecock IMG Sports Marketing May 2014 - August 2014
Marble Slab Creamery May 2013 - December 2013
University of South Carolina January 2013 - May 2013
Skills
Customer Service, Microsoft Office, Leadership, Teamwork, Recruiting, Research, PowerPoint, Microsoft Excel, Salesforce, Public Speaking, Microsoft Word, Social Media, Community Outreach, OS X, SPSS, Final Cut Pro, Time Management
Education
University of South Carolina-Columbia 2012 — 2016
B.S.B.A., Finance and Marketing
Vanguard High School 2008 — 2012
James Wolf's Merrill Lynch Experience July 2013 - Present
Job Financial Advisor | Senior Portfolio Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Morgan Stanley Wealth Management August 2009 - July 2013
Wells Fargo Advisors December 2006 - August 2009
Education
University of South Carolina - Darla Moore School of Business 2001 — 2005
Bachelor of Science in Business Administration, Finance, Marketing, Political Science
Merrill Lynch July 2013 - Present
Morgan Stanley Wealth Management August 2009 - July 2013
Wells Fargo Advisors December 2006 - August 2009
Education
University of South Carolina - Darla Moore School of Business 2001 — 2005
Bachelor of Science in Business Administration, Finance, Marketing, Political Science
Brian French's Merrill Lynch Experience 2000 - 2005
Job AttorneyTalkRadio.com Show Host Attorney Marketing Consultant call 813 9443190 for free consult
Industry Legal Services
Experience
AttorneyTalkRadio.com - Owner, Show Host November 2013 - Present
Attorney Web Marketing .net December 2008 - Present
FloridaWebsiteMarketing.com December 2007 - Present
www.EstateSettlement.com October 2007 - Present
Merrill Lynch Trust Company February 2000 - October 2005
Merrill Lynch 2000 - 2005
SunTrust Investment Services July 1996 - February 2000
Skills
Internet Strategy, Legal Writing, Website Development, Web 2.0, Internet Entrepreneur, International Marketing, Internetworking, Social Media Marketing, Email Marketing, Digital Marketing, Public Relations, Public Speaking, Organic Search, Search Advertising, Marketing Strategy, SEO, Social Media, Marketing, New Business Development, Estate Law, Asset Managment, Web Marketing, Social Networking, SEM, Contract Negotiation, Lead Generation, Online Advertising, Start-ups, Market Research, Wealth Management, CRM, Recruiting, Wordpress, Commercial Real Estate, Advertising, Wealth Management..., High Net Worth..., Estate Tax Planning, Entrepreneurship, Business Strategy, Online Marketing, Powers of Attorney, Blogging, Commercial Litigation, Strategic Planning, E-commerce, Trust Services, Real Estate Transactions, Wills, Small Business
Education
University of South Florida - College of Business Administration 1979 — 1981
Bachelor of Business Administration (BBA), BA in Finance, Florida Trust School
AttorneyTalkRadio.com - Owner, Show Host November 2013 - Present
Attorney Web Marketing .net December 2008 - Present
FloridaWebsiteMarketing.com December 2007 - Present
www.EstateSettlement.com October 2007 - Present
Merrill Lynch Trust Company February 2000 - October 2005
Merrill Lynch 2000 - 2005
SunTrust Investment Services July 1996 - February 2000
Skills
Internet Strategy, Legal Writing, Website Development, Web 2.0, Internet Entrepreneur, International Marketing, Internetworking, Social Media Marketing, Email Marketing, Digital Marketing, Public Relations, Public Speaking, Organic Search, Search Advertising, Marketing Strategy, SEO, Social Media, Marketing, New Business Development, Estate Law, Asset Managment, Web Marketing, Social Networking, SEM, Contract Negotiation, Lead Generation, Online Advertising, Start-ups, Market Research, Wealth Management, CRM, Recruiting, Wordpress, Commercial Real Estate, Advertising, Wealth Management..., High Net Worth..., Estate Tax Planning, Entrepreneurship, Business Strategy, Online Marketing, Powers of Attorney, Blogging, Commercial Litigation, Strategic Planning, E-commerce, Trust Services, Real Estate Transactions, Wills, Small Business
Education
University of South Florida - College of Business Administration 1979 — 1981
Bachelor of Business Administration (BBA), BA in Finance, Florida Trust School
Cary Urich Cary Urich's Merrill Lynch Experience 1991 - 1993
Job Urich Financial Services, LLC
Industry Financial Services
Experience
Urich Financial Services, LLC November 2010 - Present
Raymond James Financial Services, Inc. October 2010 - October 2010
Hilliard Lyons May 2001 - October 2010
Quick & Reilly March 1993 - June 2001
Merrill Lynch 1991 - 1993
Skills
Investments, Retirement Planning, Strategic Financial..., Insurance, Estate Planning, New Business Development
Education
University of South Carolina-Columbia 1987 — 1990
BS, Business Administration
Urich Financial Services, LLC November 2010 - Present
Raymond James Financial Services, Inc. October 2010 - October 2010
Hilliard Lyons May 2001 - October 2010
Quick & Reilly March 1993 - June 2001
Merrill Lynch 1991 - 1993
Skills
Investments, Retirement Planning, Strategic Financial..., Insurance, Estate Planning, New Business Development
Education
University of South Carolina-Columbia 1987 — 1990
BS, Business Administration
Joe E. Hines, Jr. Joe E. Hines, Jr.'s Merrill Lynch Experience February 1996 - April 1998
Job Partner at Global View
Industry Executive Office
Experience
Santuc Precision, LLC January 2011 - Present
Global View Investment Advisors, LLC December 2004 - Present
Merril Lynch April 1998 - December 2004
Merrill Lynch February 1996 - April 1998
Skills
Strategic Planning, Manufacturing, New Business Development, Management, Continuous Improvement, Machining, Six Sigma, Lean Manufacturing, Process Improvement, Team Building, Negotiation, Engineering, Kaizen, Inventory Management, Supply Chain, Automotive, Product Development, Process Engineering, Operations Management, Budgets, Root Cause Analysis, Purchasing, Manufacturing..., 5S, Leadership, Supply Chain Management, Strategic Financial..., Cross-functional Team..., Investments, Operational Excellence, Business Planning, Finance, Start-ups, Business Process..., Contract Negotiation, Mergers & Acquisitions, Financial Planning
Education
University of South Carolina Upstate 1995 — 1997
Econ/ Finance
Santuc Precision, LLC January 2011 - Present
Global View Investment Advisors, LLC December 2004 - Present
Merril Lynch April 1998 - December 2004
Merrill Lynch February 1996 - April 1998
Skills
Strategic Planning, Manufacturing, New Business Development, Management, Continuous Improvement, Machining, Six Sigma, Lean Manufacturing, Process Improvement, Team Building, Negotiation, Engineering, Kaizen, Inventory Management, Supply Chain, Automotive, Product Development, Process Engineering, Operations Management, Budgets, Root Cause Analysis, Purchasing, Manufacturing..., 5S, Leadership, Supply Chain Management, Strategic Financial..., Cross-functional Team..., Investments, Operational Excellence, Business Planning, Finance, Start-ups, Business Process..., Contract Negotiation, Mergers & Acquisitions, Financial Planning
Education
University of South Carolina Upstate 1995 — 1997
Econ/ Finance
MaryJane Wermuth's Merrill Lynch Experience January 2009 - May 2009
Job Investment Banking Associate at LCG Advisors
Industry Investment Banking
Experience
LCG Advisors May 2009 - Present
Merrill Lynch January 2009 - May 2009
GulfCoast Business Finance, Inc. May 2007 - May 2009
Skills
Mergers, Bloomberg Terminal, DCF, Alternative Investments, Equity Valuation, Capital Structure, Equity Research, Series 7, Hedge Funds, Capital IQ, Capital Markets, Credit Analysis, Investment Research, M&A experience, Sell Side, Enterprise Valuation, Credit, Investment Strategies, Banking, Mutual Funds, Mergers & Acquisitions, Due Diligence, Corporate Finance
Education
University of Tampa - John H. Sykes College of Business 2009 — 2013
Master of Science in Finance, Investement Management
University of Tampa - John H. Sykes College of Business 2009 — 2013
Master of Business Administration, Finance, Management
University of South Florida - College of Business Administration 2004 — 2008
Bachelor of Science, Finance, Economics, Accounting
LCG Advisors May 2009 - Present
Merrill Lynch January 2009 - May 2009
GulfCoast Business Finance, Inc. May 2007 - May 2009
Skills
Mergers, Bloomberg Terminal, DCF, Alternative Investments, Equity Valuation, Capital Structure, Equity Research, Series 7, Hedge Funds, Capital IQ, Capital Markets, Credit Analysis, Investment Research, M&A experience, Sell Side, Enterprise Valuation, Credit, Investment Strategies, Banking, Mutual Funds, Mergers & Acquisitions, Due Diligence, Corporate Finance
Education
University of Tampa - John H. Sykes College of Business 2009 — 2013
Master of Science in Finance, Investement Management
University of Tampa - John H. Sykes College of Business 2009 — 2013
Master of Business Administration, Finance, Management
University of South Florida - College of Business Administration 2004 — 2008
Bachelor of Science, Finance, Economics, Accounting
Harish Mamtani Harish Mamtani's Merrill Lynch Experience June 1998 - July 2000
Job CoFounder & CEO at SEED Education Corporation
Industry Education Management
Experience
TiE (The Indus Entrepreneurs) January 2014 - Present
SEED Education Corporation March 2013 - Present
Bluefish Capital, LLC July 2005 - Present
Indian School Finance Company January 2012 - March 2013
Gray Ghost Ventures September 2010 - January 2013
Bank of America July 2002 - July 2005
Morgan Stanley 2000 - 2002
Merrill Lynch June 1998 - July 2000
Skills
Swaps, Venture Capital, Investments, Equities, Hedge Funds, Fund Of Funds, Asset Allocation, Portfolio Management, Private Equity, Real Estate, Management, Financial Modeling, Emerging Markets, Entrepreneurship, Alternative Investments
Education
University of South Carolina - Darla Moore School of Business 1991 — 1993
IMBA, Masters in International Business (MIBS)
University of South Carolina - Darla Moore School of Business 1985 — 1989
BS, Accounting & Finanace
TiE (The Indus Entrepreneurs) January 2014 - Present
SEED Education Corporation March 2013 - Present
Bluefish Capital, LLC July 2005 - Present
Indian School Finance Company January 2012 - March 2013
Gray Ghost Ventures September 2010 - January 2013
Bank of America July 2002 - July 2005
Morgan Stanley 2000 - 2002
Merrill Lynch June 1998 - July 2000
Skills
Swaps, Venture Capital, Investments, Equities, Hedge Funds, Fund Of Funds, Asset Allocation, Portfolio Management, Private Equity, Real Estate, Management, Financial Modeling, Emerging Markets, Entrepreneurship, Alternative Investments
Education
University of South Carolina - Darla Moore School of Business 1991 — 1993
IMBA, Masters in International Business (MIBS)
University of South Carolina - Darla Moore School of Business 1985 — 1989
BS, Accounting & Finanace
Bob Darrow, CFP®'s Merrill Lynch Experience March 2004 - July 2009
Job National 401(k) Wholesaler Manager at Paychex
Industry Human Resources
Jeremy McPherson Jeremy McPherson's Merrill Lynch Experience August 1994 - November 2008
Job Vice President Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Wealth Management November 2008 - Present
Merrill Lynch August 1994 - November 2008
Education
University of South Carolina - Darla Moore School of Business 1990 — 1994
BS Finance, Finance
UBS Wealth Management November 2008 - Present
Merrill Lynch August 1994 - November 2008
Education
University of South Carolina - Darla Moore School of Business 1990 — 1994
BS Finance, Finance
Nancy Ellsworth Nancy Ellsworth's Merrill Lynch Experience May 2011 - August 2011
Job SEO and Digital Marketing Associate
Industry Marketing and Advertising
Experience
Red Ventures June 2013 - Present
University of South Carolina Panhellenic Executive Board December 2010 - December 2012
Merrill Lynch May 2011 - August 2011
Skills
SEO, Digital Marketing, Google Analytics, Google Adwords, Content Strategy, SQL, Content Management, PowerPivot, Project Management, Omniture, Opportunity..., Opportunity Analysis, Google Webmaster Tools, Client Relations Skills, HTML, CSS, Microsoft Excel, PowerPoint development, Spanish, Microsoft Word, Social Media Marketing, Leadership, Analysis, Public Speaking, Teamwork, Corporate Finance, Time Management, Paid Search Campaigns, Sales&Marketing, Paid Search Strategy
Education
University of South Carolina - Darla Moore School of Business 2009 — 2013
Bachelor of Science (B.S.), Marketing and Finance, 3.944
Red Ventures June 2013 - Present
University of South Carolina Panhellenic Executive Board December 2010 - December 2012
Merrill Lynch May 2011 - August 2011
Skills
SEO, Digital Marketing, Google Analytics, Google Adwords, Content Strategy, SQL, Content Management, PowerPivot, Project Management, Omniture, Opportunity..., Opportunity Analysis, Google Webmaster Tools, Client Relations Skills, HTML, CSS, Microsoft Excel, PowerPoint development, Spanish, Microsoft Word, Social Media Marketing, Leadership, Analysis, Public Speaking, Teamwork, Corporate Finance, Time Management, Paid Search Campaigns, Sales&Marketing, Paid Search Strategy
Education
University of South Carolina - Darla Moore School of Business 2009 — 2013
Bachelor of Science (B.S.), Marketing and Finance, 3.944
Antoinette Rodriguez, MBA Antoinette Rodriguez, MBA's Merrill Lynch Experience July 2003 - December 2005
Job Marketing Coach for Financial and Professional Service Advisors
Industry Financial Services
Experience
MarFi Advisors, Inc. January 2006 - Present
Marketing For Professional Service Providers' Group August 2012 - Present
Merrill Lynch July 2003 - December 2005
Skills
Services Marketing, Marketing Strategy, Financial Advisory, Wealth Management, Wealth Management..., Sales Process, Business Development, Business Strategy, Small Business Marketing, Development of..., Marketing Plan Creation, Business Process..., Event Planning, Strategic Sales Plans, Selling Skills, Strategic Selling Skills, Business Coaching, Value Selling, Wall Street, Email Marketing, Personal Branding, Strategic Planning, Series 7, Life & Health Insurance..., Relationship Management, Marketing, Entrepreneurship, Mutual Funds, Investments, Asset Allocation, Retirement Planning, Financial Planners, Finance, Wealth, Executive Management, Series 63, 401k, Investment Advisory, IRAs, Investment Strategies, Retirement, Venture Capital, Investment Management, High Net Worth..., Alternative Investments, Financial Markets, Bonds, Financial Services, Video Production, Financial Planning
Education
University of South Florida
Master of Business Administration (M.B.A.), Total Quality Management and International Business
University of South Florida - College of Business Administration
BS, Finance-Magna Cum Laude
MarFi Advisors, Inc. January 2006 - Present
Marketing For Professional Service Providers' Group August 2012 - Present
Merrill Lynch July 2003 - December 2005
Skills
Services Marketing, Marketing Strategy, Financial Advisory, Wealth Management, Wealth Management..., Sales Process, Business Development, Business Strategy, Small Business Marketing, Development of..., Marketing Plan Creation, Business Process..., Event Planning, Strategic Sales Plans, Selling Skills, Strategic Selling Skills, Business Coaching, Value Selling, Wall Street, Email Marketing, Personal Branding, Strategic Planning, Series 7, Life & Health Insurance..., Relationship Management, Marketing, Entrepreneurship, Mutual Funds, Investments, Asset Allocation, Retirement Planning, Financial Planners, Finance, Wealth, Executive Management, Series 63, 401k, Investment Advisory, IRAs, Investment Strategies, Retirement, Venture Capital, Investment Management, High Net Worth..., Alternative Investments, Financial Markets, Bonds, Financial Services, Video Production, Financial Planning
Education
University of South Florida
Master of Business Administration (M.B.A.), Total Quality Management and International Business
University of South Florida - College of Business Administration
BS, Finance-Magna Cum Laude
Christopher S. Fils, AAMS® CRPC®'s Merrill Lynch Experience May 2015 - Present
Job Vice PresidentRegional External Wholesaler Preferred Investment Specialist
Industry Investment Management
Experience
Merrill Lynch May 2015 - Present
Merrill Lynch 2013 - May 2015
Northwestern Mutual 2011 - June 2013
Bank of America Merrill Lynch 2009 - 2011
USAA January 2009 - January 2010
Best Buy May 2005 - June 2009
Enterprise Rent-A-Car October 2008 - January 2009
Skills
Leadership Development, Business Management, Strategic Financial..., Financial Risk, Credit Analysis, Business Strategy, Company Presentations, Finance, Business Planning, Retirement Planning, Risk Management, Insurance, Portfolio Management, Leadership, Financial Analysis, Account Management, Asset Managment, Asset Management, Business Development, Banking, Coaching, Credit, Customer Retention, Customer Service, Executive Management, Entrepreneurship, Financial Advisory, Financial Services, Loans, Investments, Management, Market Research, Marketing, Mergers & Acquisitions, Microsoft Word, Mortgage Lending, Mutual Funds, Process Improvement, Project Planning, Relationship Management, Sales, Sales Management, Small Business, Strategic Planning, Strategy, Training, Underwriting, Vendor Management, Wealth Management, Analysis
Education
Saint Leo University 2014 — 2016
MBA, Finance/Economics
Association of Corporate Growth 2014 — 2014
New Leaders Council 2014 — 2014
Finance Chair, New Leaders Council Fellow and Board Member Tampa Bay
University of South Florida 2005 — 2008
B.S., Finance
FMHS 2001 — 2005
IB Program, Accounting
College for Financial Planning
AAMS, Asset Management
Merrill Lynch May 2015 - Present
Merrill Lynch 2013 - May 2015
Northwestern Mutual 2011 - June 2013
Bank of America Merrill Lynch 2009 - 2011
USAA January 2009 - January 2010
Best Buy May 2005 - June 2009
Enterprise Rent-A-Car October 2008 - January 2009
Skills
Leadership Development, Business Management, Strategic Financial..., Financial Risk, Credit Analysis, Business Strategy, Company Presentations, Finance, Business Planning, Retirement Planning, Risk Management, Insurance, Portfolio Management, Leadership, Financial Analysis, Account Management, Asset Managment, Asset Management, Business Development, Banking, Coaching, Credit, Customer Retention, Customer Service, Executive Management, Entrepreneurship, Financial Advisory, Financial Services, Loans, Investments, Management, Market Research, Marketing, Mergers & Acquisitions, Microsoft Word, Mortgage Lending, Mutual Funds, Process Improvement, Project Planning, Relationship Management, Sales, Sales Management, Small Business, Strategic Planning, Strategy, Training, Underwriting, Vendor Management, Wealth Management, Analysis
Education
Saint Leo University 2014 — 2016
MBA, Finance/Economics
Association of Corporate Growth 2014 — 2014
New Leaders Council 2014 — 2014
Finance Chair, New Leaders Council Fellow and Board Member Tampa Bay
University of South Florida 2005 — 2008
B.S., Finance
FMHS 2001 — 2005
IB Program, Accounting
College for Financial Planning
AAMS, Asset Management
Dominic Marrone's Merrill Lynch Experience August 2011 - December 2011
Job Instock Manager at Amazon
Industry Internet
Experience
Amazon June 2015 - Present
Amazon April 2014 - May 2015
Bank of America October 2013 - March 2014
Bank of America October 2012 - September 2013
Merrill Lynch August 2011 - December 2011
Skills
Microsoft Excel, Business Intelligence, Business Analysis, SQL, Business Strategy, Microsoft Access, SAS, PowerPoint, JMP, Microsoft SQL Server, SharePoint, Outlook, Bloomberg Terminal, Geographic Information...
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor of Science (B.S.), Investment Finance, Real Estate, 3.63
Amazon June 2015 - Present
Amazon April 2014 - May 2015
Bank of America October 2013 - March 2014
Bank of America October 2012 - September 2013
Merrill Lynch August 2011 - December 2011
Skills
Microsoft Excel, Business Intelligence, Business Analysis, SQL, Business Strategy, Microsoft Access, SAS, PowerPoint, JMP, Microsoft SQL Server, SharePoint, Outlook, Bloomberg Terminal, Geographic Information...
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor of Science (B.S.), Investment Finance, Real Estate, 3.63
Matthew B. Maxwell, CFP® Matthew B. Maxwell, CFP®'s Merrill Lynch Experience August 2006 - September 2011
Job Financial Advisor at Valic Financial Advisors, Inc
Industry Financial Services
Experience
Valic Financial Advisors, Inc February 2014 - Present
UBS Financial Services, Inc. September 2011 - February 2014
Merrill Lynch August 2006 - September 2011
Morgan Stanley January 1998 - August 2006
US Army June 1984 - May 1987
Education
University of South Florida - College of Business Administration 1987 — 1991
BS, Finance
Vermilion High School 1981 — 1984
H.S. Diploma, college prep
Valic Financial Advisors, Inc February 2014 - Present
UBS Financial Services, Inc. September 2011 - February 2014
Merrill Lynch August 2006 - September 2011
Morgan Stanley January 1998 - August 2006
US Army June 1984 - May 1987
Education
University of South Florida - College of Business Administration 1987 — 1991
BS, Finance
Vermilion High School 1981 — 1984
H.S. Diploma, college prep
MARK PEFFER MARK PEFFER's Merrill Lynch Experience January 1994 - January 2002
Job Microsoft Sharepoint Enterprise Solution Provider
Industry Computer Software
Experience
OMH - NYS Office of Mental Health May 2012 - January 2014
NYS Office for People with Developmental Disabilities December 2011 - January 2014
Office of the Attorney General of the State of New York July 2011 - December 2011
Office of the Attorney General of the State of New York July 2011 - December 2011
Rennselear Polytechnic Institute January 2011 - July 2011
GE - Schenectady January 2006 - January 2011
Computech January 1995 - April 2005
COMPUTECH - NYC/Albany January 1995 - January 2002
MORGAN STANLEY - NYC January 1994 - January 2002
Merrill Lynch January 1994 - January 2002
Skills
SharePoint, Analysis, Databases, Management, Enterprise Architecture, Microsoft SQL Server, New Business Development, Integration, Business Analysis, Visual Studio, Windows Server, Data Warehousing, SQL, Oracle, Project Management, Consulting, Enterprise Software, SDLC
Education
University of South Carolina-Columbia
BS Management Engineering, Industrial Engineer
OMH - NYS Office of Mental Health May 2012 - January 2014
NYS Office for People with Developmental Disabilities December 2011 - January 2014
Office of the Attorney General of the State of New York July 2011 - December 2011
Office of the Attorney General of the State of New York July 2011 - December 2011
Rennselear Polytechnic Institute January 2011 - July 2011
GE - Schenectady January 2006 - January 2011
Computech January 1995 - April 2005
COMPUTECH - NYC/Albany January 1995 - January 2002
MORGAN STANLEY - NYC January 1994 - January 2002
Merrill Lynch January 1994 - January 2002
Skills
SharePoint, Analysis, Databases, Management, Enterprise Architecture, Microsoft SQL Server, New Business Development, Integration, Business Analysis, Visual Studio, Windows Server, Data Warehousing, SQL, Oracle, Project Management, Consulting, Enterprise Software, SDLC
Education
University of South Carolina-Columbia
BS Management Engineering, Industrial Engineer
Paula Sabbagha's Merrill Lynch Experience February 2014 - Present
Job VP; Merrill Lynch Banking Advisor
Industry Banking
Experience
Merrill Lynch February 2014 - Present
Bank of America. Banking Center Manager July 2006 - February 2014
Victoria's Secret Stores May 2006 - July 2006
Belk October 2004 - May 2006
Dillards March 2004 - October 2004
Dillards Department Store May 2000 - October 2004
Skills
Retail, Sales Management, Hiring, Event Management, Planning, Customer Satisfaction, Training, Management, Sales Operations, Banking, Sales, Performance Management, Store Management, Microsoft Word, Branch Management, Customer Service, Leadership, Project Planning, Team Building, Loans, Credit, Microsoft Office, Financial Analysis, Relationship Management, Mortgage Lending, Finance, Investments, Marketing, Risk Management
Education
University of South Carolina-Columbia 2015 — 2017
Master of Business Administration (M.B.A.)
University of South Carolina Aiken 1999 — 2003
Bachelor of Science, Business Administration; Management; Human Resource Management and Marketing
South Aiken High School 1995 — 1999
Merrill Lynch February 2014 - Present
Bank of America. Banking Center Manager July 2006 - February 2014
Victoria's Secret Stores May 2006 - July 2006
Belk October 2004 - May 2006
Dillards March 2004 - October 2004
Dillards Department Store May 2000 - October 2004
Skills
Retail, Sales Management, Hiring, Event Management, Planning, Customer Satisfaction, Training, Management, Sales Operations, Banking, Sales, Performance Management, Store Management, Microsoft Word, Branch Management, Customer Service, Leadership, Project Planning, Team Building, Loans, Credit, Microsoft Office, Financial Analysis, Relationship Management, Mortgage Lending, Finance, Investments, Marketing, Risk Management
Education
University of South Carolina-Columbia 2015 — 2017
Master of Business Administration (M.B.A.)
University of South Carolina Aiken 1999 — 2003
Bachelor of Science, Business Administration; Management; Human Resource Management and Marketing
South Aiken High School 1995 — 1999
Timothy Alan Bevard, Jr. Timothy Alan Bevard, Jr.'s Merrill Lynch Experience May 2015 - August 2015
Job Finance and Economics Student at the University of South Carolina
Industry
Experience
University of South Carolina August 2013 - Present
Merrill Lynch May 2015 - August 2015
Alpha Kappa Psi Beta Upsilon December 2014 - May 2015
Talbot Country Club Pro Shop May 2014 - August 2014
MDK Golf LLC June 2013 - August 2014
Alpha Xi Pledge Class February 2014 - April 2014
Skills
Time Management, Microsoft Excel, Teamwork, Microsoft Office, Event Planning, PowerPoint, Professional..., Communication, Financial Analysis, Leadership, Microsoft Word, Data Analysis, Research, Economics
Education
University of South Carolina - Darla Moore School of Business 2013 — 2017
Bachelor’s Degree, Finance and Business Economics
University of South Carolina August 2013 - Present
Merrill Lynch May 2015 - August 2015
Alpha Kappa Psi Beta Upsilon December 2014 - May 2015
Talbot Country Club Pro Shop May 2014 - August 2014
MDK Golf LLC June 2013 - August 2014
Alpha Xi Pledge Class February 2014 - April 2014
Skills
Time Management, Microsoft Excel, Teamwork, Microsoft Office, Event Planning, PowerPoint, Professional..., Communication, Financial Analysis, Leadership, Microsoft Word, Data Analysis, Research, Economics
Education
University of South Carolina - Darla Moore School of Business 2013 — 2017
Bachelor’s Degree, Finance and Business Economics
Amanda Millen Amanda Millen's Merrill Lynch Experience June 2014 - Present
Job Client Associate at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
National Panhellenic Sorority Council December 2011 - Present
University of South Carolina- Office of Student Life June 2012 - December 2013
Univeristy of South carolina August 2011 - May 2012
Skills
Microsoft Office, Apple, Windows, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Time Management, Teamwork
Education
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor of Science (B.S.), International Business, Accounting, Junior
Merrill Lynch June 2014 - Present
National Panhellenic Sorority Council December 2011 - Present
University of South Carolina- Office of Student Life June 2012 - December 2013
Univeristy of South carolina August 2011 - May 2012
Skills
Microsoft Office, Apple, Windows, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Time Management, Teamwork
Education
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor of Science (B.S.), International Business, Accounting, Junior
Teresa Hocutt's Merrill Lynch Experience March 2012 - September 2013
Job Performance Analyst at Bank of America
Industry Financial Services
Experience
Bank of America September 2013 - Present
Merrill Lynch March 2012 - September 2013
DDD English Language School September 2010 - October 2011
Mellow Mushroom May 2008 - February 2010
Skills
Securities, Equities, Bloomberg, Fixed Income, Investments, Valuation, Asset Management, Capital Markets, Risk Management, Equity Research, Financial Analysis, Investment Banking, Derivatives, Customer Service, Time Management, Teaching, Leadership, Credit
Education
MIngle School of Real Estate 2014 — 2014
Broker Pre Licensing (75hrs)
University of South Carolina-Columbia 2006 — 2010
Bachelor of Science (B.S.), Finance and Real Estate
Bank of America September 2013 - Present
Merrill Lynch March 2012 - September 2013
DDD English Language School September 2010 - October 2011
Mellow Mushroom May 2008 - February 2010
Skills
Securities, Equities, Bloomberg, Fixed Income, Investments, Valuation, Asset Management, Capital Markets, Risk Management, Equity Research, Financial Analysis, Investment Banking, Derivatives, Customer Service, Time Management, Teaching, Leadership, Credit
Education
MIngle School of Real Estate 2014 — 2014
Broker Pre Licensing (75hrs)
University of South Carolina-Columbia 2006 — 2010
Bachelor of Science (B.S.), Finance and Real Estate
Daniel Vogelsong Daniel Vogelsong's Merrill Lynch Experience November 2012 - Present
Job Participant Services Representative at Merrill Lynch
Industry Consumer Services
Experience
Merrill Lynch November 2012 - Present
CTIS-Inc September 2011 - November 2012
Comcast Cable July 2010 - July 2011
Brandywine Liquidators October 2009 - May 2010
7050 First Baptist Church April 2007 - September 2009
Rahul Agarwal, Director August 2005 - June 2008
APEX Studios, Engineering Dept. of Univ. of S. Fla. Tampa Campus January 2007 - August 2007
Skills
Customer Service, Logistics, PHP, Telecommunications, Graphic Design, Teamwork, Team Management, Videography, Performance Management, Audio Processing, Pre-sales Technical..., Technical Direction, Quick Study, Retirement Savings, Qualified Retirement..., Event Management, Pre-sales
Education
University of South Florida 2004 — 2009
Bachelor of Arts (BA), Music History, Literature, and Theory
University of South Florida 2004 — 2009
Bachelor's degree, Music History, Literature, and Theory
Merrill Lynch November 2012 - Present
CTIS-Inc September 2011 - November 2012
Comcast Cable July 2010 - July 2011
Brandywine Liquidators October 2009 - May 2010
7050 First Baptist Church April 2007 - September 2009
Rahul Agarwal, Director August 2005 - June 2008
APEX Studios, Engineering Dept. of Univ. of S. Fla. Tampa Campus January 2007 - August 2007
Skills
Customer Service, Logistics, PHP, Telecommunications, Graphic Design, Teamwork, Team Management, Videography, Performance Management, Audio Processing, Pre-sales Technical..., Technical Direction, Quick Study, Retirement Savings, Qualified Retirement..., Event Management, Pre-sales
Education
University of South Florida 2004 — 2009
Bachelor of Arts (BA), Music History, Literature, and Theory
University of South Florida 2004 — 2009
Bachelor's degree, Music History, Literature, and Theory
Mike Phemister Mike Phemister's Merrill Lynch Experience May 1993 - Present
Job Vice President Investments with TCG and Associates of Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1993 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Uniform Combined State..., CRPC, Investment Advisory, Series 63, Asset Allocation, Alternative Investments, Retirement, Investment Strategies, Series 65, Wealth Management..., Mutual Funds, 401k Rollovers, Trust Services, Strategic Financial..., IRAs, Estate Planning, Wealth Accumulation, Investments, Portfolio Management, Financial Planning, Life Insurance
Education
University of South Carolina-Columbia 1982 — 1988
Merrill Lynch May 1993 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Uniform Combined State..., CRPC, Investment Advisory, Series 63, Asset Allocation, Alternative Investments, Retirement, Investment Strategies, Series 65, Wealth Management..., Mutual Funds, 401k Rollovers, Trust Services, Strategic Financial..., IRAs, Estate Planning, Wealth Accumulation, Investments, Portfolio Management, Financial Planning, Life Insurance
Education
University of South Carolina-Columbia 1982 — 1988
Kelly Reither Kelly Reither's Merrill Lynch Experience January 2010 - July 2010
Job Senior Financial Analyst
Industry Electrical/Electronic Manufacturing
Experience
Eaton Corporation July 2013 - November 2013
Eaton Corporation July 2012 - July 2013
Eaton Corporation February 2011 - July 2012
Leadership South Carolina May 2010 - August 2010
Merrill Lynch January 2010 - July 2010
South Carolina Department of Commerce August 2009 - December 2009
Education
University of South Carolina - The Moore School of Business 2006 — 2010
Bachelor of Science, International Business and Finance, Minor in Japanese
Temple University Japan Campus
Eaton Corporation July 2013 - November 2013
Eaton Corporation July 2012 - July 2013
Eaton Corporation February 2011 - July 2012
Leadership South Carolina May 2010 - August 2010
Merrill Lynch January 2010 - July 2010
South Carolina Department of Commerce August 2009 - December 2009
Education
University of South Carolina - The Moore School of Business 2006 — 2010
Bachelor of Science, International Business and Finance, Minor in Japanese
Temple University Japan Campus
Graham Truluck Graham Truluck's Merrill Lynch Experience May 2008 - August 2008
Job Account Representative at Inform Systems Data Documents Inc.
Industry Printing
Experience
Inform Systems May 2010 - Present
Inform Systems August 2001 - May 2010
Merrill Lynch May 2008 - August 2008
Education
University of South Carolina - The Moore School of Business 2004 — 2009
B.S. in Business Administration, Finance and Journalism
Inform Systems May 2010 - Present
Inform Systems August 2001 - May 2010
Merrill Lynch May 2008 - August 2008
Education
University of South Carolina - The Moore School of Business 2004 — 2009
B.S. in Business Administration, Finance and Journalism
Ashley Vice, CFA, CFP® Ashley Vice, CFA, CFP®'s Merrill Lynch Experience August 2005 - December 2007
Job
Industry Investment Management
Experience
GFS Private Wealth, LLC August 2013 - Present
Franklin Templeton Investments December 2007 - August 2013
Merrill Lynch August 2005 - December 2007
Skills
Mutual Funds, Series 7, Investments, Portfolio Management, Separately Managed..., Asset Allocation, Marketing Strategy, Uniform Combined State..., ETFs
Education
University of South Florida 2009 — 2011
MBA, Finance - Management
Southeastern University 2001 — 2005
B.S., Finance
GFS Private Wealth, LLC August 2013 - Present
Franklin Templeton Investments December 2007 - August 2013
Merrill Lynch August 2005 - December 2007
Skills
Mutual Funds, Series 7, Investments, Portfolio Management, Separately Managed..., Asset Allocation, Marketing Strategy, Uniform Combined State..., ETFs
Education
University of South Florida 2009 — 2011
MBA, Finance - Management
Southeastern University 2001 — 2005
B.S., Finance
M. Scott Brown, CFP® M. Scott Brown, CFP®'s Merrill Lynch Experience April 1999 - March 2004
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2004 - Present
Merrill Lynch April 1999 - March 2004
Education
University of South Carolina - Darla Moore School of Business 1994 — 1997
B.S., Finance
Wells Fargo Advisors, LLC March 2004 - Present
Merrill Lynch April 1999 - March 2004
Education
University of South Carolina - Darla Moore School of Business 1994 — 1997
B.S., Finance
Luke Berson's Merrill Lynch Experience January 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Daily Deal SuperStore March 2013 - October 2013
The University of South Carolina August 2008 - December 2012
Martec Industries 2012 - 2012
Nelson Mullins May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Teamwork
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor of Science, Business Administration, Investments, Corporate Finance, Management
Merrill Lynch January 2014 - Present
Daily Deal SuperStore March 2013 - October 2013
The University of South Carolina August 2008 - December 2012
Martec Industries 2012 - 2012
Nelson Mullins May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Teamwork
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor of Science, Business Administration, Investments, Corporate Finance, Management
Ellen Stebbins Ellen Stebbins's Merrill Lynch Experience June 1993 - November 2003
Job The Maestro and Chief Operating Officer of StoryClub Games
Industry Entertainment
Experience
StoryClub Games February 2012 - Present
The Lowcountry Business Network June 2010 - Present
Merrill Lynch June 1993 - November 2003
Skills
Business Networking, Social Networking Sites, Social Media, Social Media Marketing, Website Development, Website Redesign, Website Localization, Social Networking, Search Engine Submission, SEO, Public Speaking, Speaking Engagements, Conference Speaking, Speakers, New Media Marketing, New Media Strategy, Contests, Web Design, Marketing Strategy, Small Business, Team Building, Entrepreneurship, Marketing, Sales, Strategy, Leadership, Online Marketing, Strategic Planning, Web Marketing, Networking, Start-ups, Mobile Marketing, B2B, Nonprofits, Fundraising
Education
University of South Carolina-Columbia 1988 — 1992
BS in Business Administration, Finance and Management
Shelby High School 1984 — 1988
StoryClub Games February 2012 - Present
The Lowcountry Business Network June 2010 - Present
Merrill Lynch June 1993 - November 2003
Skills
Business Networking, Social Networking Sites, Social Media, Social Media Marketing, Website Development, Website Redesign, Website Localization, Social Networking, Search Engine Submission, SEO, Public Speaking, Speaking Engagements, Conference Speaking, Speakers, New Media Marketing, New Media Strategy, Contests, Web Design, Marketing Strategy, Small Business, Team Building, Entrepreneurship, Marketing, Sales, Strategy, Leadership, Online Marketing, Strategic Planning, Web Marketing, Networking, Start-ups, Mobile Marketing, B2B, Nonprofits, Fundraising
Education
University of South Carolina-Columbia 1988 — 1992
BS in Business Administration, Finance and Management
Shelby High School 1984 — 1988
James Burkhart James Burkhart's Merrill Lynch Experience February 1986 - February 1999
Job Executive Director, Market Director at JP Morgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities, LLC July 2014 - Present
Waddell & Reed August 2012 - November 2013
Independent Financial Advisory Services August 2009 - August 2012
UBS Financial Svcs May 2007 - January 2009
Wachovia Securities February 1999 - May 2007
Merrill Lynch February 1986 - February 1999
Education
University of South Florida 1975 — 1980
Bachelor's Degree, Secondary Education / Am History
JPMorgan Securities, LLC July 2014 - Present
Waddell & Reed August 2012 - November 2013
Independent Financial Advisory Services August 2009 - August 2012
UBS Financial Svcs May 2007 - January 2009
Wachovia Securities February 1999 - May 2007
Merrill Lynch February 1986 - February 1999
Education
University of South Florida 1975 — 1980
Bachelor's Degree, Secondary Education / Am History
Amanda Buchholtz Amanda Buchholtz's Merrill Lynch Experience September 2010 - May 2011
Job Consultant at Deloitte Consulting, LLP.
Industry Management Consulting
Experience
Deloitte December 2011 - Present
The Dovetail Companies May 2009 - December 2011
Merrill Lynch September 2010 - May 2011
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Data Analysis, Customer Service, PowerPoint, Strategic Planning, Project Management, Microsoft Word, Business Strategy, Real Estate, Analysis, Financial Modeling, Outlook, Change Management, Project Planning, Team Leadership, Due Diligence, Risk Management, Finance, Access, Management Consulting, Social Media, Training, Teamwork, Business Analysis, Process Improvement, Leadership, Marketing, Budgets, Forecasting, Financial Reporting, Management
Education
University of South Carolina - The Moore School of Business 2006 — 2011
BS in Business Administration, Corporate Finance, Real Estate, Spanish
Deloitte December 2011 - Present
The Dovetail Companies May 2009 - December 2011
Merrill Lynch September 2010 - May 2011
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Data Analysis, Customer Service, PowerPoint, Strategic Planning, Project Management, Microsoft Word, Business Strategy, Real Estate, Analysis, Financial Modeling, Outlook, Change Management, Project Planning, Team Leadership, Due Diligence, Risk Management, Finance, Access, Management Consulting, Social Media, Training, Teamwork, Business Analysis, Process Improvement, Leadership, Marketing, Budgets, Forecasting, Financial Reporting, Management
Education
University of South Carolina - The Moore School of Business 2006 — 2011
BS in Business Administration, Corporate Finance, Real Estate, Spanish
Pamela (Pam) Harrison Pamela (Pam) Harrison's Merrill Lynch Experience November 2011 - April 2014
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
Merrill Lynch November 2011 - April 2014
New York Life Securities, LLC June 2011 - November 2011
Prudential Financial June 2009 - October 2010
Harrison Financial June 2003 - May 2008
Karsch Capital, LLC October 2002 - June 2003
JLF Asset Management, LLC May 2001 - July 2002
Education
University of South Carolina-Columbia 1984 — 1987
Business
University of South Carolina
Morgan Stanley Wealth Management April 2014 - Present
Merrill Lynch November 2011 - April 2014
New York Life Securities, LLC June 2011 - November 2011
Prudential Financial June 2009 - October 2010
Harrison Financial June 2003 - May 2008
Karsch Capital, LLC October 2002 - June 2003
JLF Asset Management, LLC May 2001 - July 2002
Education
University of South Carolina-Columbia 1984 — 1987
Business
University of South Carolina
Blair Shropshire Blair Shropshire's Merrill Lynch Experience May 2002 - August 2002
Job Underwriting Consultant Middle Market
Industry Insurance
Experience
CNA Insurance June 2013 - Present
The Hartford Insurance Group April 2008 - June 2013
The Hartford Insurance Group January 2006 - April 2008
K&K Insurance January 2004 - December 2005
Merrill Lynch May 2002 - August 2002
Kansas City Wizards May 2000 - August 2000
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Insurance, Workers Compensation, Liability, Casualty, General Insurance, Professional Liability, Risk Management, Commercial Lines, Claim, Brokers, Employment Practices..., Legal Liability, Reinsurance, D
Education
University of South Carolina-Columbia 1999 — 2004
B.S (2), Finance, Risk Management & Insurance, and Sport & Entertainment Management
University of South Carolina 1999 — 2003
Bachelor of Science, Business Administration; Finance and Risk Management & Insurance
University of South Carolina - The Moore School of Business 1999 — 2003
Bachelor of Science, Finance and Risk Management and Insurance
University Scholars
Bachelor of Science, Sport and Entertainment Management
CNA Insurance June 2013 - Present
The Hartford Insurance Group April 2008 - June 2013
The Hartford Insurance Group January 2006 - April 2008
K&K Insurance January 2004 - December 2005
Merrill Lynch May 2002 - August 2002
Kansas City Wizards May 2000 - August 2000
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Insurance, Workers Compensation, Liability, Casualty, General Insurance, Professional Liability, Risk Management, Commercial Lines, Claim, Brokers, Employment Practices..., Legal Liability, Reinsurance, D
Education
University of South Carolina-Columbia 1999 — 2004
B.S (2), Finance, Risk Management & Insurance, and Sport & Entertainment Management
University of South Carolina 1999 — 2003
Bachelor of Science, Business Administration; Finance and Risk Management & Insurance
University of South Carolina - The Moore School of Business 1999 — 2003
Bachelor of Science, Finance and Risk Management and Insurance
University Scholars
Bachelor of Science, Sport and Entertainment Management
Kurt Pearson Kurt Pearson's Merrill Lynch Experience December 2001 - April 2006
Job Senior Vice President Wells Fargo Bank
Industry Banking
Experience
Wells Fargo February 2006 - Present
Global Strategy - IAOP January 2012 - Present
Wells Fargo Bank 2006 - Present
Merrill Lynch December 2001 - April 2006
Global Financial Services 1999 - 2001
Skills
Vendor Management, Strategic Sourcing, Strategic Planning, International Business, Enterprise Risk..., Program Management, Global Sourcing, Global Business..., Global Operations, Global Strategy, Strategic Partnerships, Direct Sourcing, Sourcing & Procurement, Resource Management, Change Management, Six Sigma, Strategy, Management Consulting, Financial Services, Sourcing, Outsourcing, Management, Risk Management, Operational Risk, Banking, Analytics, Executive Management, Governance, Consulting, Cross-functional Team..., Business Transformation, New Business Development, Mergers & Acquisitions, IT Strategy, Contract Negotiation, Business Strategy, Offshoring, Process Improvement, Leadership, Acquisition Integration, Operations Management, BPO, CRM, Relationship Management, Business Development, Business Process..., Operational Risk...
Education
Furman University 2010 — 2013
Graduate School of Retail Bank Management, Banking and Financial Support Services
University of South Florida 1987 — 1992
Bachelor's degree, International Business
University of South Florida - College of Business Administration 1987 — 1992
BA, International Business
Wells Fargo February 2006 - Present
Global Strategy - IAOP January 2012 - Present
Wells Fargo Bank 2006 - Present
Merrill Lynch December 2001 - April 2006
Global Financial Services 1999 - 2001
Skills
Vendor Management, Strategic Sourcing, Strategic Planning, International Business, Enterprise Risk..., Program Management, Global Sourcing, Global Business..., Global Operations, Global Strategy, Strategic Partnerships, Direct Sourcing, Sourcing & Procurement, Resource Management, Change Management, Six Sigma, Strategy, Management Consulting, Financial Services, Sourcing, Outsourcing, Management, Risk Management, Operational Risk, Banking, Analytics, Executive Management, Governance, Consulting, Cross-functional Team..., Business Transformation, New Business Development, Mergers & Acquisitions, IT Strategy, Contract Negotiation, Business Strategy, Offshoring, Process Improvement, Leadership, Acquisition Integration, Operations Management, BPO, CRM, Relationship Management, Business Development, Business Process..., Operational Risk...
Education
Furman University 2010 — 2013
Graduate School of Retail Bank Management, Banking and Financial Support Services
University of South Florida 1987 — 1992
Bachelor's degree, International Business
University of South Florida - College of Business Administration 1987 — 1992
BA, International Business
James Tuttle James Tuttle's Merrill Lynch Experience May 2007 - July 2008
Job Investment Advisor and Financial Advisor
Industry Investment Management
Experience
Thompson Financial Group August 2009 - Present
Merrill Lynch May 2007 - July 2008
Education
University of South Carolina - Darla Moore School of Business 2004 — 2009
Finance/Economics
Thompson Financial Group August 2009 - Present
Merrill Lynch May 2007 - July 2008
Education
University of South Carolina - Darla Moore School of Business 2004 — 2009
Finance/Economics
James Murphy, CFP James Murphy, CFP's Merrill Lynch Experience December 1996 - April 2009
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
Merrill Lynch December 1996 - April 2009
Olde Discount 1993 - 1996
Education
University of South Carolina-Columbia 1987 — 1991
University of South Carolina-Columbia 1987 — 1991
University of South Carolina-Columbia 1987 — 1991
Bachelor of Science (B.S.), Finance
Ameriprise Financial Services, Inc. April 2009 - Present
Merrill Lynch December 1996 - April 2009
Olde Discount 1993 - 1996
Education
University of South Carolina-Columbia 1987 — 1991
University of South Carolina-Columbia 1987 — 1991
University of South Carolina-Columbia 1987 — 1991
Bachelor of Science (B.S.), Finance
Matthew MacLanders Matthew MacLanders's Merrill Lynch Experience January 2003 - September 2003
Job CEO / Expansion Director at Carolina Expansion Partners w/ Keller Williams Realty
Industry Real Estate
Experience
Carolina Expansion Partners w/ Keller Williams Realty September 2015 - Present
Keller Williams August 2013 - Present
Allen Tate January 2010 - July 2013
Greensboro Investment Homes LLC March 2006 - December 2012
KPMG LLP May 2005 - March 2006
South Carolina Department of Commerce January 2004 - June 2005
Merrill Lynch January 2003 - September 2003
Skills
Real Estate Investment..., Real Estate Economics, Real Estate Development, Real Estate Transactions, Investment Properties
Education
Investment Banking Institute 2009 — 2010
Investment Banking/Private Equity
University of South Carolina-Columbia 2001 — 2005
Bachelor's degree, Accounting/Finance
Moore School of Business 2001 — 2004
BS, Accounting & Finance
Moore School of Business
BS, Accounting & Finance
University of South Carolina-Columbia
Carolina Expansion Partners w/ Keller Williams Realty September 2015 - Present
Keller Williams August 2013 - Present
Allen Tate January 2010 - July 2013
Greensboro Investment Homes LLC March 2006 - December 2012
KPMG LLP May 2005 - March 2006
South Carolina Department of Commerce January 2004 - June 2005
Merrill Lynch January 2003 - September 2003
Skills
Real Estate Investment..., Real Estate Economics, Real Estate Development, Real Estate Transactions, Investment Properties
Education
Investment Banking Institute 2009 — 2010
Investment Banking/Private Equity
University of South Carolina-Columbia 2001 — 2005
Bachelor's degree, Accounting/Finance
Moore School of Business 2001 — 2004
BS, Accounting & Finance
Moore School of Business
BS, Accounting & Finance
University of South Carolina-Columbia
Elizabeth Jeter Hrubala, CFP®'s Merrill Lynch Experience 2005 - 2008
Job President, Jeter Hrubala Wealth Strategies, LLC Raymond James Financial Services, Inc.
Industry Investment Management
Experience
Jeter Hrubala Wealth Strategies LLC April 2014 - Present
Morgan Stanley Wealth Management 2008 - 2014
Merrill Lynch 2005 - 2008
Fluor Corporation 1995 - 2000
Gouvêa de Souza & MD, division of Price Waterhouse 1994 - 1994
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Portfolio Management, Asset Managment, Asset Allocation, Estate Planning, Retirement, Financial Planning, Risk Management, Loans, Asset Management, Fixed Income, Alternative Investments, Finance, Strategy, Financial Analysis, Credit, Financial Services, Strategic Planning, Business Planning, Leadership, Life Insurance, Series 7
Education
University of South Carolina - The Moore School of Business 1993 — 1995
Int'l MBA - International Master of Business Administration (IMBA/MIBS), Brazil/Portuguese, Graduated with top honors
Wofford College 1989 — 1993
BA, Business/Economics & French
Riverside 1986 — 1989
Jeter Hrubala Wealth Strategies LLC April 2014 - Present
Morgan Stanley Wealth Management 2008 - 2014
Merrill Lynch 2005 - 2008
Fluor Corporation 1995 - 2000
Gouvêa de Souza & MD, division of Price Waterhouse 1994 - 1994
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Portfolio Management, Asset Managment, Asset Allocation, Estate Planning, Retirement, Financial Planning, Risk Management, Loans, Asset Management, Fixed Income, Alternative Investments, Finance, Strategy, Financial Analysis, Credit, Financial Services, Strategic Planning, Business Planning, Leadership, Life Insurance, Series 7
Education
University of South Carolina - The Moore School of Business 1993 — 1995
Int'l MBA - International Master of Business Administration (IMBA/MIBS), Brazil/Portuguese, Graduated with top honors
Wofford College 1989 — 1993
BA, Business/Economics & French
Riverside 1986 — 1989
Erin Branstrom Erin Branstrom's Merrill Lynch Experience January 2008 - May 2008
Job Associate Director at Babson Capital Management
Industry Investment Banking
Experience
Babson Capital Management August 2015 - Present
Babson Capital Management August 2011 - August 2015
Square 1 Bank February 2010 - March 2011
Fulcrum Asset Management September 2009 - January 2010
South Carolina Retirement System: Investment Commission September 2008 - May 2009
Merrill Lynch January 2008 - May 2008
Skills
Bloomberg, Public Relations, Equities, Portfolio Management, Financial Modeling
Education
University of South Carolina - Darla Moore School of Business 2005 — 2009
B.S., Corporate and Investment Finance & Insurance and Risk Management
University of South Carolina-Columbia 2005 — 2009
Bachelor of Science, Investment and Corporate Finance
Babson Capital Management August 2015 - Present
Babson Capital Management August 2011 - August 2015
Square 1 Bank February 2010 - March 2011
Fulcrum Asset Management September 2009 - January 2010
South Carolina Retirement System: Investment Commission September 2008 - May 2009
Merrill Lynch January 2008 - May 2008
Skills
Bloomberg, Public Relations, Equities, Portfolio Management, Financial Modeling
Education
University of South Carolina - Darla Moore School of Business 2005 — 2009
B.S., Corporate and Investment Finance & Insurance and Risk Management
University of South Carolina-Columbia 2005 — 2009
Bachelor of Science, Investment and Corporate Finance
Theo Meryanos's Merrill Lynch Experience June 2007 - August 2007
Job Founder at NYC Outdoors
Industry Internet
Experience
NYC Outdoors August 2015 - Present
Tuohy Brothers Investment Research November 2013 - August 2015
I-Bankers Securities, Inc. September 2011 - March 2013
Rodman & Renshaw March 2011 - September 2011
Merrill Lynch June 2007 - August 2007
Skills
Hedge Funds, Equities, Securities, Investment Banking, Private Equity, Oil & Gas Exploration
Education
University of South Carolina - The Moore School of Business 2004 — 2008
B.S. Business Administration, Double Major: Finance, Economics. Minor: European Studies
Arcadia University-Athens, Greece 2006 — 2006
Classics, Sociology, History, Languages
NYC Outdoors August 2015 - Present
Tuohy Brothers Investment Research November 2013 - August 2015
I-Bankers Securities, Inc. September 2011 - March 2013
Rodman & Renshaw March 2011 - September 2011
Merrill Lynch June 2007 - August 2007
Skills
Hedge Funds, Equities, Securities, Investment Banking, Private Equity, Oil & Gas Exploration
Education
University of South Carolina - The Moore School of Business 2004 — 2008
B.S. Business Administration, Double Major: Finance, Economics. Minor: European Studies
Arcadia University-Athens, Greece 2006 — 2006
Classics, Sociology, History, Languages
Connor Masterson Connor Masterson's Merrill Lynch Experience June 2014 - August 2014
Job University of South Carolina Graduate, Finance Major
Industry Financial Services
Experience
MERRILL LYNCH June 2014 - August 2014
Simpsonville Rotary June 2009 - July 2014
Halford, Niemiec & Freeman L.L.P May 2013 - August 2013
The First Tee of Greater Charlotte May 2012 - August 2012
Skills
Management, Microsoft Office, Customer Service, Strategic Planning, Leadership, Project Management, Financial Analysis, Business Analysis, Analytical Skills, Public Speaking, Communication
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor's degree, Finance, General, Junior
MERRILL LYNCH June 2014 - August 2014
Simpsonville Rotary June 2009 - July 2014
Halford, Niemiec & Freeman L.L.P May 2013 - August 2013
The First Tee of Greater Charlotte May 2012 - August 2012
Skills
Management, Microsoft Office, Customer Service, Strategic Planning, Leadership, Project Management, Financial Analysis, Business Analysis, Analytical Skills, Public Speaking, Communication
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor's degree, Finance, General, Junior
Julie D Molina Julie D Molina's Merrill Lynch Experience January 2009 - May 2009
Job Senior Internal Auditor at PwC
Industry Accounting
Experience
PwC September 2014 - Present
Auditwerx, a Certified Public Accounting Firm April 2014 - September 2014
Auditwerx November 2013 - April 2014
Ernst & Young September 2010 - November 2013
Time Customer Service May 2010 - August 2010
Merrill Lynch January 2009 - May 2009
Fifth Third Bank May 2007 - May 2009
Skills
Excel, Word, PowerPoint, Windows, Technical Writing, Spanish, Pivot Tables, Adobe Acrobat, Microsoft Office, Office Administration, Lotus Notes, Customer Relations, Auditing, Customer Service, Accounting, Critical Thinking, Selling, Market Research, Microsoft Excel, Analysis, Microsoft Word, Data Analysis, Financial Analysis, Access, Outlook, Banking, Financial Reporting, Finance, Marketing, Internal Controls, Internal Audit, Leadership, Teamwork, Spreadsheets, Team Building, Process Improvement, Team Leadership, Financial Accounting, Sarbanes-Oxley Act, Financial Modeling, Forecasting, PeopleSoft, US GAAP, GAAP, Account Reconciliation, Analytical Skills
Education
University of South Florida - College of Business Administration 2010 — 2011
Bachelor of Sciences, Accounting & Finance
University of South Florida - College of Business Administration 2004 — 2009
Bachelor of Arts, International Business & Marketing
PwC September 2014 - Present
Auditwerx, a Certified Public Accounting Firm April 2014 - September 2014
Auditwerx November 2013 - April 2014
Ernst & Young September 2010 - November 2013
Time Customer Service May 2010 - August 2010
Merrill Lynch January 2009 - May 2009
Fifth Third Bank May 2007 - May 2009
Skills
Excel, Word, PowerPoint, Windows, Technical Writing, Spanish, Pivot Tables, Adobe Acrobat, Microsoft Office, Office Administration, Lotus Notes, Customer Relations, Auditing, Customer Service, Accounting, Critical Thinking, Selling, Market Research, Microsoft Excel, Analysis, Microsoft Word, Data Analysis, Financial Analysis, Access, Outlook, Banking, Financial Reporting, Finance, Marketing, Internal Controls, Internal Audit, Leadership, Teamwork, Spreadsheets, Team Building, Process Improvement, Team Leadership, Financial Accounting, Sarbanes-Oxley Act, Financial Modeling, Forecasting, PeopleSoft, US GAAP, GAAP, Account Reconciliation, Analytical Skills
Education
University of South Florida - College of Business Administration 2010 — 2011
Bachelor of Sciences, Accounting & Finance
University of South Florida - College of Business Administration 2004 — 2009
Bachelor of Arts, International Business & Marketing
Daniel Casnettie Daniel Casnettie's Merrill Lynch Experience May 2009 - December 2009
Job Closer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Wells Fargo February 2012 - June 2014
Wells Fargo Advisors January 2011 - November 2011
LPL Financial February 2010 - 2010
Merrill Lynch May 2009 - December 2009
First Command Financial Services May 2009 - December 2009
Northwestern Mutual May 2008 - August 2008
Skills
LoanIQ, ClearPar, Syndtrak, Commercial Loan..., Credit, Financial Analysis, Finance, Loans, Marketing, Portfolio Management, Wealth Management, Asset Management, Financial Modeling, Management, Investments, Credit Analysis, Strategic Planning, Customer Service, Leadership
Education
University of South Carolina - The Moore School of Business 2005 — 2009
Bachelor's, Finance, Real Estate
Wells Fargo July 2014 - Present
Wells Fargo February 2012 - June 2014
Wells Fargo Advisors January 2011 - November 2011
LPL Financial February 2010 - 2010
Merrill Lynch May 2009 - December 2009
First Command Financial Services May 2009 - December 2009
Northwestern Mutual May 2008 - August 2008
Skills
LoanIQ, ClearPar, Syndtrak, Commercial Loan..., Credit, Financial Analysis, Finance, Loans, Marketing, Portfolio Management, Wealth Management, Asset Management, Financial Modeling, Management, Investments, Credit Analysis, Strategic Planning, Customer Service, Leadership
Education
University of South Carolina - The Moore School of Business 2005 — 2009
Bachelor's, Finance, Real Estate
Bill Edmonds Bill Edmonds's Merrill Lynch Experience 1991 - December 2014
Job CEO Northstar Leadership Solutions
Industry Management Consulting
Experience
Northstar Leadership Solutions January 2015 - Present
Merrill Lynch 1991 - December 2014
Skills
Wealth Management, Asset Allocation, Strategic Planning, Portfolio Management, Investment Advisory, Financial Services, Business Strategy, Marketing Strategy, Wealth Management..., Financial Advisory, Change Management, Investment Strategies, Management Consulting, Strategic Consulting, Executive Coaching, Leadership Development, Organizational..., Thought Leadership, Leadership, Management, Investments, Finance, Business Development, Coaching, Asset Management, Training, Team Building
Education
University of South Carolina-Columbia 1978 — 1982
Bachelor's degree, Sociology/Business Management
Northstar Leadership Solutions January 2015 - Present
Merrill Lynch 1991 - December 2014
Skills
Wealth Management, Asset Allocation, Strategic Planning, Portfolio Management, Investment Advisory, Financial Services, Business Strategy, Marketing Strategy, Wealth Management..., Financial Advisory, Change Management, Investment Strategies, Management Consulting, Strategic Consulting, Executive Coaching, Leadership Development, Organizational..., Thought Leadership, Leadership, Management, Investments, Finance, Business Development, Coaching, Asset Management, Training, Team Building
Education
University of South Carolina-Columbia 1978 — 1982
Bachelor's degree, Sociology/Business Management
David Kopp David Kopp's Merrill Lynch Experience December 1999 - October 2005
Job Managing Principal and Financial Advisor at David L. Kopp Wealth Management LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network September 2010 - Present
Morgan Stanley Wealth Management October 2005 - August 2010
Merrill Lynch December 1999 - October 2005
Skills
Investments, Portfolio Management, Wealth Management, Banking, Mutual Funds, Financial Analysis, Strategic Financial..., Risk Management, Securities, Retirement Planning, Credit, Equities, Asset Management, Financial Services, Loans, Mortgage Lending, Fixed Income, Insurance, Series 65, Series 63, series 24, Series 6, Series 7
Education
University of South Florida 1995 — 1997
Bachelor of Science (BS), Finance and Economics
Wells Fargo Advisors Financial Network September 2010 - Present
Morgan Stanley Wealth Management October 2005 - August 2010
Merrill Lynch December 1999 - October 2005
Skills
Investments, Portfolio Management, Wealth Management, Banking, Mutual Funds, Financial Analysis, Strategic Financial..., Risk Management, Securities, Retirement Planning, Credit, Equities, Asset Management, Financial Services, Loans, Mortgage Lending, Fixed Income, Insurance, Series 65, Series 63, series 24, Series 6, Series 7
Education
University of South Florida 1995 — 1997
Bachelor of Science (BS), Finance and Economics
Tom Piazza Tom Piazza's Merrill Lynch Experience March 2008 - October 2010
Job WFA Regional Supervisor at Wells Fargo Advisors
Industry Accounting
Experience
Wells Fargo Advisors August 2014 - Present
Wells Fargo Advisors October 2010 - August 2014
Merrill Lynch March 2008 - October 2010
E*TRADE Financial Corporation June 2007 - March 2008
Skills
Finance, Trading, Supervision, Trade Compliance, Mutual Funds, Stocks, Managed Money, General Securities...
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor's Degree, Economics, 2.8
Wells Fargo Advisors August 2014 - Present
Wells Fargo Advisors October 2010 - August 2014
Merrill Lynch March 2008 - October 2010
E*TRADE Financial Corporation June 2007 - March 2008
Skills
Finance, Trading, Supervision, Trade Compliance, Mutual Funds, Stocks, Managed Money, General Securities...
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor's Degree, Economics, 2.8
Bruce Truluck Bruce Truluck's Merrill Lynch Experience January 2003 - December 2004
Job South Carolina Territory Manager for Biomet Orthopedics
Industry Medical Devices
Experience
Biomet Orthopedics January 2006 - Present
Merrill Lynch January 2003 - December 2004
Morgan Stanley June 2000 - January 2003
United States Marine Corps March 1993 - March 1997
Skills
Sales, Strategic Financial..., Forecasting, Cold Calling, Salesforce.com, Financial Analysis, Healthcare, Sales Presentations, Selling Skills, Direct Sales, Sales Process, Risk Management, Sales Operations, Hospitals, Orthopedic, Business Planning, Marketing Strategy, Business Development, Military Experience, Team Leadership, New Business Development, Business Strategy, Strategic Partnerships, Cross-functional Team..., Capital Equipment, Product Launch, Surgeons, Disposables, Orthopedics
Education
University of South Carolina - The Moore School of Business
Bachelor's degree
Biomet Orthopedics January 2006 - Present
Merrill Lynch January 2003 - December 2004
Morgan Stanley June 2000 - January 2003
United States Marine Corps March 1993 - March 1997
Skills
Sales, Strategic Financial..., Forecasting, Cold Calling, Salesforce.com, Financial Analysis, Healthcare, Sales Presentations, Selling Skills, Direct Sales, Sales Process, Risk Management, Sales Operations, Hospitals, Orthopedic, Business Planning, Marketing Strategy, Business Development, Military Experience, Team Leadership, New Business Development, Business Strategy, Strategic Partnerships, Cross-functional Team..., Capital Equipment, Product Launch, Surgeons, Disposables, Orthopedics
Education
University of South Carolina - The Moore School of Business
Bachelor's degree
John Lotze's Merrill Lynch Experience January 2012 - March 2014
Job Professional Employer Consultant
Industry Human Resources
Experience
Oasis Outsourcing May 2015 - Present
Merrill Lynch January 2012 - March 2014
Principal Financial Group January 2009 - August 2011
Merrill Lynch January 2006 - October 2008
Skills
PEO, Payroll Services, Risk Management, Benefits Administration, Employee Benefits, Affordable Care Act, 401k, HR Consulting, Human Resources, Strategic Planning, Financial Planning, New Business Development, Insurance, Retirement Planning, Mutual Funds, Investments, Retirement, Portfolio Management, Series 7, Financial Analysis
Education
University of South Florida 1986 — 1990
University of South Florida
Oasis Outsourcing May 2015 - Present
Merrill Lynch January 2012 - March 2014
Principal Financial Group January 2009 - August 2011
Merrill Lynch January 2006 - October 2008
Skills
PEO, Payroll Services, Risk Management, Benefits Administration, Employee Benefits, Affordable Care Act, 401k, HR Consulting, Human Resources, Strategic Planning, Financial Planning, New Business Development, Insurance, Retirement Planning, Mutual Funds, Investments, Retirement, Portfolio Management, Series 7, Financial Analysis
Education
University of South Florida 1986 — 1990
University of South Florida
Jennifer Bowie Jennifer Bowie's Merrill Lynch Experience September 2010 - November 2014
Job Executive Vice President at Resource Financial Services, Inc. Co. NMLS 1339801
Industry Banking
Experience
Resource Financial Services, Inc. May 2015 - Present
Merrill Lynch September 2010 - November 2014
Resource Financial Services May 2009 - September 2010
Community Resource Mortgage May 2004 - May 2009
Bank of America May 2003 - May 2004
Skills
Banking, Credit, Loan Origination, Loans, Mortgage Banking, Residential Mortgages, Mortgage Lending, Consumer Lending, Sales, Refinance
Education
University of South Carolina - Darla Moore School of Business 1999 — 2003
B.S., Marketing and Management
Myrtle Beach High School
Resource Financial Services, Inc. May 2015 - Present
Merrill Lynch September 2010 - November 2014
Resource Financial Services May 2009 - September 2010
Community Resource Mortgage May 2004 - May 2009
Bank of America May 2003 - May 2004
Skills
Banking, Credit, Loan Origination, Loans, Mortgage Banking, Residential Mortgages, Mortgage Lending, Consumer Lending, Sales, Refinance
Education
University of South Carolina - Darla Moore School of Business 1999 — 2003
B.S., Marketing and Management
Myrtle Beach High School
Jim Stoops, CRPC, AWMA Jim Stoops, CRPC, AWMA's Merrill Lynch Experience August 2004 - February 2007
Job First Vice President Investments @ Raymond James, Traverse City, MI / Naperville, IL
Industry Financial Services
Experience
Raymond James & Associates, Inc. May 2015 - Present
Charles Schwab December 2007 - May 2015
E*TRADE Financial Corporation February 2007 - December 2007
Merrill Lynch August 2004 - February 2007
San Francisco Giants, Colorado Rockies, New York Yankees June 1995 - August 2004
Skills
Wealth Management, Series 7, Financial Planning, Investments, Retirement Planning, Portfolio Management
Education
University of South Carolina-Columbia 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Raymond James & Associates, Inc. May 2015 - Present
Charles Schwab December 2007 - May 2015
E*TRADE Financial Corporation February 2007 - December 2007
Merrill Lynch August 2004 - February 2007
San Francisco Giants, Colorado Rockies, New York Yankees June 1995 - August 2004
Skills
Wealth Management, Series 7, Financial Planning, Investments, Retirement Planning, Portfolio Management
Education
University of South Carolina-Columbia 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Sally Brame Sally Brame's Merrill Lynch Experience June 2011 - October 2011
Job Risk Assurance Senior Associate at PwC
Industry Accounting
Experience
PwC July 2012 - Present
Merrill Lynch June 2011 - October 2011
Geostar technologies May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Accounting, Microsoft Word, Outlook, Bloomberg, Financial Accounting, Analysis, Auditing, Social Media, Financial Analysis, Customer Service
Education
University of South Carolina - Darla Moore School of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting and International Business
AMERICAN BUSINESS SCHOOL 2011 — 2011
PwC July 2012 - Present
Merrill Lynch June 2011 - October 2011
Geostar technologies May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Accounting, Microsoft Word, Outlook, Bloomberg, Financial Accounting, Analysis, Auditing, Social Media, Financial Analysis, Customer Service
Education
University of South Carolina - Darla Moore School of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting and International Business
AMERICAN BUSINESS SCHOOL 2011 — 2011
Lindsay Langdale's Merrill Lynch Experience September 2013 - April 2015
Job SCDMH
Industry Human Resources
Experience
SCDMH Division of Inpatient Services April 2015 - Present
Merrill Lynch September 2013 - April 2015
Northwestern Mutual January 2013 - March 2013
Aflac August 2011 - December 2012
Skills
Microsoft Office, Customer Service, Event Planning, Microsoft Excel, Sales, Social Networking, Microsoft Word, Social Media, Marketing, Leadership, PowerPoint, Strategic Planning, Human Resources, Team Building, Management
Education
University of South Carolina - The Moore School of Business 2006 — 2010
BS, HR Management and Marketing
SCDMH Division of Inpatient Services April 2015 - Present
Merrill Lynch September 2013 - April 2015
Northwestern Mutual January 2013 - March 2013
Aflac August 2011 - December 2012
Skills
Microsoft Office, Customer Service, Event Planning, Microsoft Excel, Sales, Social Networking, Microsoft Word, Social Media, Marketing, Leadership, PowerPoint, Strategic Planning, Human Resources, Team Building, Management
Education
University of South Carolina - The Moore School of Business 2006 — 2010
BS, HR Management and Marketing
Thomas Mays Thomas Mays's Merrill Lynch Experience February 1993 - Present
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 1993 - Present
Skills
Investments, Valuation, Underwriting, Strategic Planning, Business Strategy, Leadership, Real Estate, Sales Management, Negotiation, Business Development, New Business Development, Employee Benefits
Education
University of South Florida 1988 — 1991
Bachelor of Science (B.S.), Economics
Montgomery Junior College 1986 — 1988
Business/Managerial Economics
South Lakes High School 1983 — 1986
High School, 10-12
Marshall High School 1982 — 1983
9
Alice Springs High School 1980 — 1982
High School, 7-9
Merrill Lynch February 1993 - Present
Skills
Investments, Valuation, Underwriting, Strategic Planning, Business Strategy, Leadership, Real Estate, Sales Management, Negotiation, Business Development, New Business Development, Employee Benefits
Education
University of South Florida 1988 — 1991
Bachelor of Science (B.S.), Economics
Montgomery Junior College 1986 — 1988
Business/Managerial Economics
South Lakes High School 1983 — 1986
High School, 10-12
Marshall High School 1982 — 1983
9
Alice Springs High School 1980 — 1982
High School, 7-9
William Statham William Statham's Merrill Lynch Experience January 2006 - July 2007
Job IT Coordinator
Industry Information Technology and Services
Experience
Charleston City IT August 2007 - Present
Merrill Lynch January 2006 - July 2007
Skills
Business Strategy, New Business Development, Strategic Planning, Business Development, Start-ups, CMS, Active Directory, Project Management, Databases, Management
Education
University of South Carolina Upstate
Engineer's degree, Software, 3.76
Charleston City IT August 2007 - Present
Merrill Lynch January 2006 - July 2007
Skills
Business Strategy, New Business Development, Strategic Planning, Business Development, Start-ups, CMS, Active Directory, Project Management, Databases, Management
Education
University of South Carolina Upstate
Engineer's degree, Software, 3.76
Andre Bahri Andre Bahri's Merrill Lynch Experience May 2012 - December 2012
Job Investment Consulting Analyst at Mercer Investments
Industry Financial Services
Experience
Mercer Investments March 2013 - Present
Merrill Lynch May 2012 - December 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Public Speaking, Bloomberg Terminal, Arabic, Portfolio Management, Event Planning
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor of Science (B.S.), International Business and Finance
Mercer Investments March 2013 - Present
Merrill Lynch May 2012 - December 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Public Speaking, Bloomberg Terminal, Arabic, Portfolio Management, Event Planning
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor of Science (B.S.), International Business and Finance
Nicole Tice's Merrill Lynch Experience June 2011 - August 2011
Job Strategy and Sourcing Senior Associate at PwC
Industry Financial Services
Experience
PwC August 2014 - Present
PwC January 2014 - May 2014
Capital Investment Group June 2013 - May 2014
Pure Power Technologies LLC, A Navistar Company February 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
SAP, CRM, Microsoft Excel, Purchasing, Six Sigma, Strategic Sourcing, Pricing, Leadership, Research, PowerPoint, Microsoft Office, Social Networking, Management, Event Planning, Customer Service
Education
University of South Carolina-Columbia 2010 — 2014
Finance; Global Supply Chain & Operations Management, International/Global Studies
University of South Carolina-Columbia
Bachelor's degree
PwC August 2014 - Present
PwC January 2014 - May 2014
Capital Investment Group June 2013 - May 2014
Pure Power Technologies LLC, A Navistar Company February 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
SAP, CRM, Microsoft Excel, Purchasing, Six Sigma, Strategic Sourcing, Pricing, Leadership, Research, PowerPoint, Microsoft Office, Social Networking, Management, Event Planning, Customer Service
Education
University of South Carolina-Columbia 2010 — 2014
Finance; Global Supply Chain & Operations Management, International/Global Studies
University of South Carolina-Columbia
Bachelor's degree
Grayson Librie's Merrill Lynch Experience July 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch July 2014 - Present
Citi January 2013 - December 2013
Greggert, Inc. May 2013 - August 2013
HealthQuest May 2011 - August 2013
CHERRYVILLE FARMS November 2006 - December 2010
Skills
Sales, Time Management, Event Management, Customer Service, Microsoft Office, Teamwork, Management, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Event Planning, Social Media
Education
University of South Carolina - Darla Moore School of Business 2010 — 2014
Bachelor's Degree, Business Administration; Finance, Economics, Information Technologies, 3.987
University of South Carolina-Columbia 2010 — 2014
Merrill Lynch July 2014 - Present
Citi January 2013 - December 2013
Greggert, Inc. May 2013 - August 2013
HealthQuest May 2011 - August 2013
CHERRYVILLE FARMS November 2006 - December 2010
Skills
Sales, Time Management, Event Management, Customer Service, Microsoft Office, Teamwork, Management, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Event Planning, Social Media
Education
University of South Carolina - Darla Moore School of Business 2010 — 2014
Bachelor's Degree, Business Administration; Finance, Economics, Information Technologies, 3.987
University of South Carolina-Columbia 2010 — 2014
Corbin McLeod Corbin McLeod's Merrill Lynch Experience May 2012 - August 2012
Job Investment Professional, Brokerage at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Southeastern Insurance Consultants, LLC September 2013 - January 2014
Merrill Lynch May 2012 - August 2012
Augusta National Golf Club April 2012 - April 2012
Skills
Wealth Management, Management, Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, PowerPoint, Investments
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Finance and Management, Investments and Entrepreneurship
Vanguard June 2014 - Present
Southeastern Insurance Consultants, LLC September 2013 - January 2014
Merrill Lynch May 2012 - August 2012
Augusta National Golf Club April 2012 - April 2012
Skills
Wealth Management, Management, Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, PowerPoint, Investments
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Finance and Management, Investments and Entrepreneurship
Dwight Edwards CRPS®, CRPC®'s Merrill Lynch Experience August 1996 - November 1997
Job Regional Vice President Nonqualified Plans at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2014 - Present
Principal Financial Group February 2006 - January 2014
Raymond James Financial Inc. 2003 - 2006
Raymond James Financial Inc. 1999 - 2003
Morgan Stanley Dean Witter 1998 - 1999
Merrill Lynch August 1996 - November 1997
United States Air Force May 1990 - January 1995
Skills
401k, Deferred Compensation, Defined Benefit, Pensions, Series 63, Mutual Funds, Series 7, Profit Sharing, Employee Benefits, ESOP, Plan Design, Annuities, Series 66
Education
University of South Florida - College of Business Administration 1995 — 1997
Bachelor's degree, Finance and Financial Management Services
Principal Financial Group January 2014 - Present
Principal Financial Group February 2006 - January 2014
Raymond James Financial Inc. 2003 - 2006
Raymond James Financial Inc. 1999 - 2003
Morgan Stanley Dean Witter 1998 - 1999
Merrill Lynch August 1996 - November 1997
United States Air Force May 1990 - January 1995
Skills
401k, Deferred Compensation, Defined Benefit, Pensions, Series 63, Mutual Funds, Series 7, Profit Sharing, Employee Benefits, ESOP, Plan Design, Annuities, Series 66
Education
University of South Florida - College of Business Administration 1995 — 1997
Bachelor's degree, Finance and Financial Management Services
David Zaycek's Merrill Lynch Experience July 2014 - Present
Job Financial Advisor at Wayne Hummer Investments, a Wintrust Wealth Management Company
Industry Financial Services
Experience
Wayne Hummer Investments, a Wintrust Wealth Management Company August 2015 - Present
Merrill Lynch July 2014 - Present
COTG Xerox December 2011 - June 2014
TurkWoodZ Inc DBA Jersey Mikes February 2009 - December 2011
Ferguson Enterprises May 2008 - August 2009
Rockaways Athletic Club August 2004 - May 2009
Skills
Operations Management, Account Management, Cold Calling, New Business Development, Strategic Planning, Customer Service, Sales Process, Leadership, Business Strategy, Management, Salesforce.com, Relationship Management, Business Analysis, CRM, Analysis, Sales Management, Business Development, Team Building, Networking, Marketing Strategy, Problem Solving, Strategic Analysis, Strategy Development, Quad Development, Finance
Education
University of South Carolina-Columbia 2004 — 2008
BS, Business Management. Masters in Marketing
Wall Township High School 2000 — 2004
Wayne Hummer Investments, a Wintrust Wealth Management Company August 2015 - Present
Merrill Lynch July 2014 - Present
COTG Xerox December 2011 - June 2014
TurkWoodZ Inc DBA Jersey Mikes February 2009 - December 2011
Ferguson Enterprises May 2008 - August 2009
Rockaways Athletic Club August 2004 - May 2009
Skills
Operations Management, Account Management, Cold Calling, New Business Development, Strategic Planning, Customer Service, Sales Process, Leadership, Business Strategy, Management, Salesforce.com, Relationship Management, Business Analysis, CRM, Analysis, Sales Management, Business Development, Team Building, Networking, Marketing Strategy, Problem Solving, Strategic Analysis, Strategy Development, Quad Development, Finance
Education
University of South Carolina-Columbia 2004 — 2008
BS, Business Management. Masters in Marketing
Wall Township High School 2000 — 2004
Dorothy Huffstetler Dorothy Huffstetler's Merrill Lynch Experience May 2013 - June 2014
Job Analyst, Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation August 2014 - Present
Merrill Lynch May 2013 - June 2014
North Beach Bar and Grill May 2011 - August 2011
Skills
Research, Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Finance, Financial Analysis, Data Analysis, Teamwork
Education
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor's degree, Finance and Economics
Regions Financial Corporation August 2014 - Present
Merrill Lynch May 2013 - June 2014
North Beach Bar and Grill May 2011 - August 2011
Skills
Research, Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Finance, Financial Analysis, Data Analysis, Teamwork
Education
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor's degree, Finance and Economics
Clark Vereen Clark Vereen's Merrill Lynch Experience 2008 - Present
Job Senior Vice President, Senior Financial Advisor at Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch 2008 - Present
Bank of America 1983 - 2008
Skills
Wealth Management, Investments, Small Business..., Retirement Planning, Asset Allocation, Estate Planning, Variable Annuities, Fixed Annuities, Education Funding, Lending Solutions, Mortgage Lending, Series 7, Series 63, Retirement, Credit, Loans, Portfolio Management, Asset Management, Banking, Strategic Financial..., Financial Services, Wealth Management..., Commercial Lending, Insurance, Consumer Lending, Mutual Funds, Small Business Lending, Uniform Combined State..., Capital Markets, Relationship Management, Investment Advisory, Risk Management, Finance, Commercial Banking, Credit Analysis, Loan Origination, Financial Risk, Securities, Financial Planning
Education
University of South Carolina-Columbia
Merrill Lynch 2008 - Present
Bank of America 1983 - 2008
Skills
Wealth Management, Investments, Small Business..., Retirement Planning, Asset Allocation, Estate Planning, Variable Annuities, Fixed Annuities, Education Funding, Lending Solutions, Mortgage Lending, Series 7, Series 63, Retirement, Credit, Loans, Portfolio Management, Asset Management, Banking, Strategic Financial..., Financial Services, Wealth Management..., Commercial Lending, Insurance, Consumer Lending, Mutual Funds, Small Business Lending, Uniform Combined State..., Capital Markets, Relationship Management, Investment Advisory, Risk Management, Finance, Commercial Banking, Credit Analysis, Loan Origination, Financial Risk, Securities, Financial Planning
Education
University of South Carolina-Columbia
Joe Stacy Joe Stacy's Merrill Lynch Experience May 2010 - August 2010
Job Senior Financial Analyst, Digital FP&A at Univision Communications Inc.
Industry Entertainment
Experience
Univision Communications Inc. July 2015 - Present
Barnes & Noble.com / Nook May 2014 - June 2015
Maxus June 2013 - April 2014
Barnes & Noble.com July 2012 - June 2013
Barnes & Noble.com March 2011 - June 2012
Merrill Lynch May 2010 - August 2010
Beacon Hill Country Club April 2002 - August 2010
Pi Kappa Phi Fraternity November 2008 - December 2009
Red Bank Charter School September 2005 - April 2006
Skills
Accounting, Budgets, Analysis, Finance, Microsoft Excel, Financial Accounting, PowerPoint, Microsoft Office, Account Reconciliation, Variance Analysis, Insurance, Financial Statements, Microsoft Word, Process Improvement, Outlook, Conflict Resolution, Leadership
Education
University of South Carolina-Columbia 2006 — 2010
Bachelor of Science in Business Administration, Accounting, Hotel Restaurant & Tourism Management
Christian Brothers Academy 2002 — 2006
Univision Communications Inc. July 2015 - Present
Barnes & Noble.com / Nook May 2014 - June 2015
Maxus June 2013 - April 2014
Barnes & Noble.com July 2012 - June 2013
Barnes & Noble.com March 2011 - June 2012
Merrill Lynch May 2010 - August 2010
Beacon Hill Country Club April 2002 - August 2010
Pi Kappa Phi Fraternity November 2008 - December 2009
Red Bank Charter School September 2005 - April 2006
Skills
Accounting, Budgets, Analysis, Finance, Microsoft Excel, Financial Accounting, PowerPoint, Microsoft Office, Account Reconciliation, Variance Analysis, Insurance, Financial Statements, Microsoft Word, Process Improvement, Outlook, Conflict Resolution, Leadership
Education
University of South Carolina-Columbia 2006 — 2010
Bachelor of Science in Business Administration, Accounting, Hotel Restaurant & Tourism Management
Christian Brothers Academy 2002 — 2006
John Sa's Merrill Lynch Experience 2007 - 2007
Job Business Development Manager at Synechron
Industry Marketing and Advertising
Experience
Synechron May 2015 - Present
HiConversion June 2014 - January 2015
SHI International Corp. June 2013 - April 2014
QTS (Quality Technology Services) January 2011 - January 2013
QTS (Quality Technology Services) July 2010 - January 2011
Brand Institute October 2007 - May 2010
BRAND INSTITUTE INC October 2007 - May 2010
Merrill Lynch 2007 - 2007
Skills
Account Management, Salesforce.com, CRM, Direct Sales, Lead Generation, Data Center, New Business Development, Sales, Enterprise Software, Business Development, Marketing, Social Media Marketing, Customer Service, Cloud Computing, Start-ups, Management, Email Marketing, Sales Operations, B2B, Sales Management, Marketing Research, Managed Services, Market Research, Sales Prospecting, Cross-functional Team..., Microsoft Office, Inside Sales, Accounting, Project Management, Negotiation, Contract Negotiation, SaaS, Strategy, Digital Marketing, Marketing Strategy, Brand Development, Client Relationship..., Pharmaceuticals, Cold Calling, E-commerce, Solution Selling, Strategic Planning, IT Strategy
Education
University of South Florida 2001 — 2007
B.B.A, Marketing
Synechron May 2015 - Present
HiConversion June 2014 - January 2015
SHI International Corp. June 2013 - April 2014
QTS (Quality Technology Services) January 2011 - January 2013
QTS (Quality Technology Services) July 2010 - January 2011
Brand Institute October 2007 - May 2010
BRAND INSTITUTE INC October 2007 - May 2010
Merrill Lynch 2007 - 2007
Skills
Account Management, Salesforce.com, CRM, Direct Sales, Lead Generation, Data Center, New Business Development, Sales, Enterprise Software, Business Development, Marketing, Social Media Marketing, Customer Service, Cloud Computing, Start-ups, Management, Email Marketing, Sales Operations, B2B, Sales Management, Marketing Research, Managed Services, Market Research, Sales Prospecting, Cross-functional Team..., Microsoft Office, Inside Sales, Accounting, Project Management, Negotiation, Contract Negotiation, SaaS, Strategy, Digital Marketing, Marketing Strategy, Brand Development, Client Relationship..., Pharmaceuticals, Cold Calling, E-commerce, Solution Selling, Strategic Planning, IT Strategy
Education
University of South Florida 2001 — 2007
B.B.A, Marketing
Michael Prowse Michael Prowse's Merrill Lynch Experience August 2012 - Present
Job Student at University of South CarolinaColumbia
Industry Financial Services
Experience
Merrill Lynch August 2012 - Present
CB&I May 2013 - August 2013
TFE Logistics May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Bloomberg Terminal, Claymation, Drinking Water, German Translation, Lifting Equipment, Motor Speech Disorders, Financial Accounting
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science, Business Administration, Finance, Economics, and Insurance & Risk Management
Riverside High School
Merrill Lynch August 2012 - Present
CB&I May 2013 - August 2013
TFE Logistics May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Bloomberg Terminal, Claymation, Drinking Water, German Translation, Lifting Equipment, Motor Speech Disorders, Financial Accounting
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science, Business Administration, Finance, Economics, and Insurance & Risk Management
Riverside High School
Deirdre Flaherty Costanza Deirdre Flaherty Costanza's Merrill Lynch Experience 2007 - 2011
Job Sr. Business Analyst
Industry Financial Services
Experience
EMC Consulting January 2008 - Present
EMC Global Profesional Services 2007 - Present
Merrill Lynch 2007 - 2011
Merrill Lynch 2007 - 2011
BusinessEdge Solutions Inc September 1999 - August 2007
Merrill Lynch 1991 - 1999
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, Testing, Financial Services, User Acceptance Testing, PMO, SDLC, Visio, Business Process Design, Business Process, Business Process..., Project Portfolio..., Quality Center, Data Governance, Test Management, Software Documentation, Program Management, Agile Methodologies, Analysis, Quality Assurance, Business Process..., Business Requirements, Business Intelligence, Agile Project Management, ITIL, Integration, PMP, Project Delivery, Systems Analysis
Education
University of South Carolina-Columbia 1987 — 1991
BS, Management Information Systems
Red Bank Catholic 1983 — 1987
College Preparatory
EMC Consulting January 2008 - Present
EMC Global Profesional Services 2007 - Present
Merrill Lynch 2007 - 2011
Merrill Lynch 2007 - 2011
BusinessEdge Solutions Inc September 1999 - August 2007
Merrill Lynch 1991 - 1999
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, Testing, Financial Services, User Acceptance Testing, PMO, SDLC, Visio, Business Process Design, Business Process, Business Process..., Project Portfolio..., Quality Center, Data Governance, Test Management, Software Documentation, Program Management, Agile Methodologies, Analysis, Quality Assurance, Business Process..., Business Requirements, Business Intelligence, Agile Project Management, ITIL, Integration, PMP, Project Delivery, Systems Analysis
Education
University of South Carolina-Columbia 1987 — 1991
BS, Management Information Systems
Red Bank Catholic 1983 — 1987
College Preparatory
Zack Scofield Zack Scofield's Merrill Lynch Experience June 2009 - December 2009
Job Core Technology Account Manager at Oracle
Industry Information Technology and Services
Experience
Oracle July 2015 - Present
DLT Solutions Red Hat Sales Team July 2014 - March 2015
CEB January 2014 - April 2014
Sigma General LLC. May 2013 - October 2013
National Agents Alliance Corporate March 2010 - April 2013
Merrill Lynch June 2009 - December 2009
Merrill Lynch August 2008 - December 2008
Skills
Retirement, Series 7, Investments, Equities, Alternative Investments, Bonds, Leadership, Financial Services, Business Development, Strategic Partnerships, Social Networking, Management, Microsoft Excel
Education
University of South Carolina-Columbia 2005 — 2009
Bachelor of Business Administration (BBA), Management & Economics
Oracle July 2015 - Present
DLT Solutions Red Hat Sales Team July 2014 - March 2015
CEB January 2014 - April 2014
Sigma General LLC. May 2013 - October 2013
National Agents Alliance Corporate March 2010 - April 2013
Merrill Lynch June 2009 - December 2009
Merrill Lynch August 2008 - December 2008
Skills
Retirement, Series 7, Investments, Equities, Alternative Investments, Bonds, Leadership, Financial Services, Business Development, Strategic Partnerships, Social Networking, Management, Microsoft Excel
Education
University of South Carolina-Columbia 2005 — 2009
Bachelor of Business Administration (BBA), Management & Economics
Mike Triglia's Merrill Lynch Experience 2010 - 2010
Job Commercial Account Director Harden
Industry Insurance
Experience
Harden August 2014 - Present
Fortitude Systems, LLC July 2012 - August 2014
University of South Carolina August 2008 - August 2012
Brightway Insurance June 2011 - August 2011
Merrill Lynch 2010 - 2010
Skills
Cold Calling, Microsoft Office, Employee Benefits, Sales, Management, Business Development, Microsoft Excel, Leadership, Commercial Insurance, Account Management, Human Resources, Contract Negotiation, PowerPoint, Public Speaking, Social Networking, Marketing, Outlook, Benefits Negotiation, Talent Acquisition, Customer Service, Team Building, Applicant Tracking..., Networking, Screening, Social Media, Temporary Placement, Internet Recruiting, Recruiting, Photoshop, Technical Recruiting, IT Recruitment, CRM, Team Leadership, Building Relationships, Information Technology, Vendor Management, Salesforce.com, Public Relations, Time Management, Analysis, Contract Recruitment, Permanent Placement, Staffing Services, Screening Resumes, Staff Augmentation
Education
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science (B.S.)
Bolles
Harden August 2014 - Present
Fortitude Systems, LLC July 2012 - August 2014
University of South Carolina August 2008 - August 2012
Brightway Insurance June 2011 - August 2011
Merrill Lynch 2010 - 2010
Skills
Cold Calling, Microsoft Office, Employee Benefits, Sales, Management, Business Development, Microsoft Excel, Leadership, Commercial Insurance, Account Management, Human Resources, Contract Negotiation, PowerPoint, Public Speaking, Social Networking, Marketing, Outlook, Benefits Negotiation, Talent Acquisition, Customer Service, Team Building, Applicant Tracking..., Networking, Screening, Social Media, Temporary Placement, Internet Recruiting, Recruiting, Photoshop, Technical Recruiting, IT Recruitment, CRM, Team Leadership, Building Relationships, Information Technology, Vendor Management, Salesforce.com, Public Relations, Time Management, Analysis, Contract Recruitment, Permanent Placement, Staffing Services, Screening Resumes, Staff Augmentation
Education
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science (B.S.)
Bolles
James Schoonover's Merrill Lynch Experience
Job Trader Support Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Equities, Investments, Wealth Management, Series 7, Portfolio Management, Fixed Income, Financial Modeling, Retirement Planning, Financial Analysis, Mutual Funds, Derivatives, Strategic Financial..., Investment Banking, Capital Markets, Bloomberg, Investment Advisory
Education
University of South Carolina-Columbia 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch
Skills
Equities, Investments, Wealth Management, Series 7, Portfolio Management, Fixed Income, Financial Modeling, Retirement Planning, Financial Analysis, Mutual Funds, Derivatives, Strategic Financial..., Investment Banking, Capital Markets, Bloomberg, Investment Advisory
Education
University of South Carolina-Columbia 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Daniel Wallick Daniel Wallick's Merrill Lynch Experience January 2001 - May 2003
Job Owner, Wallick Investments, LLC
Industry Investment Management
Experience
Wallick Investments, LLC June 2005 - Present
South Carolina Bank and Trust June 2003 - June 2005
Merrill Lynch January 2001 - May 2003
BCBSSC 1994 - 2001
Palmetto GBA January 1994 - December 2000
Skills
Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Financial Analysis, Series 7, Investment Advisory, Wealth Management, Estate Planning, Asset Allocation, Securities, Banking, Asset Management, Finance, Mutual Funds
Education
University of South Carolina-Columbia 1989 — 1991
Bachelor of Science (B.S.), Finance and Economics
Wallick Investments, LLC June 2005 - Present
South Carolina Bank and Trust June 2003 - June 2005
Merrill Lynch January 2001 - May 2003
BCBSSC 1994 - 2001
Palmetto GBA January 1994 - December 2000
Skills
Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Financial Analysis, Series 7, Investment Advisory, Wealth Management, Estate Planning, Asset Allocation, Securities, Banking, Asset Management, Finance, Mutual Funds
Education
University of South Carolina-Columbia 1989 — 1991
Bachelor of Science (B.S.), Finance and Economics
Patterson Joyner's Merrill Lynch Experience May 2013 - August 2013
Job Student at the Darla Moore School of Business
Industry Financial Services
Experience
Sabal Financial Group LP December 2014 - January 2015
AgFirst Farm Credit Bank May 2014 - June 2014
Merrill Lynch May 2013 - August 2013
Tally Ho Clothier June 2009 - January 2013
Peach Tree Orchards May 2011 - July 2011
Skills
Microsoft Excel, Customer Service, Microsoft Office, Prezi, Social Media, Sales, PowerPoint, CRM, Microsoft Word, Financial Analysis, Social Networking
Education
University of South Carolina - The Moore School of Business 2011 — 2015
Bachelor of Science (B.S.), International Business and Finance
Sabal Financial Group LP December 2014 - January 2015
AgFirst Farm Credit Bank May 2014 - June 2014
Merrill Lynch May 2013 - August 2013
Tally Ho Clothier June 2009 - January 2013
Peach Tree Orchards May 2011 - July 2011
Skills
Microsoft Excel, Customer Service, Microsoft Office, Prezi, Social Media, Sales, PowerPoint, CRM, Microsoft Word, Financial Analysis, Social Networking
Education
University of South Carolina - The Moore School of Business 2011 — 2015
Bachelor of Science (B.S.), International Business and Finance
Kara Mosley's Merrill Lynch Experience April 2007 - October 2008
Job Program Manager at Florida Blue
Industry Staffing and Recruiting
Experience
Florida Blue February 2011 - Present
Beeline October 2008 - February 2011
Merrill Lynch April 2007 - October 2008
Vurv Technology August 2004 - March 2007
Modis April 1997 - August 2004
Skills
Applicant Tracking..., Negotiation, Sourcing, Vendor Management, Technical Recruiting, Onboarding, Internet Recruiting, Recruiting, Talent Acquisition, Staffing Services, Training, Leadership, Temporary Placement, Management, Account Management, Cross-functional Team..., Team Building, Talent Management, Process Improvement, Project Management, Product Management, Interviews, Screening
Education
University of South Florida - College of Business Administration
BA, Business Administration
Florida Blue February 2011 - Present
Beeline October 2008 - February 2011
Merrill Lynch April 2007 - October 2008
Vurv Technology August 2004 - March 2007
Modis April 1997 - August 2004
Skills
Applicant Tracking..., Negotiation, Sourcing, Vendor Management, Technical Recruiting, Onboarding, Internet Recruiting, Recruiting, Talent Acquisition, Staffing Services, Training, Leadership, Temporary Placement, Management, Account Management, Cross-functional Team..., Team Building, Talent Management, Process Improvement, Project Management, Product Management, Interviews, Screening
Education
University of South Florida - College of Business Administration
BA, Business Administration
Carlos DeJesus's Merrill Lynch Experience October 2008 - February 2009
Job Banker
Industry Financial Services
Experience
HSBC Private Bank August 2015 - Present
DeJesus Training August 2001 - Present
Wells Fargo February 2013 - November 2014
JP Morgan October 2009 - February 2013
Merrill Lynch October 2008 - February 2009
JP Morgan May 2008 - October 2008
Laidlaw & Company November 2007 - May 2008
First Republic Group June 2007 - November 2007
Equinox Fitness February 2005 - March 2007
Skills
Equities, Portfolio Management, Series 7, Series 63, Securities, Investments, Finance, Banking, Wealth Management, Financial Services, Financial Analysis, Mutual Funds
Education
University of South Carolina - Darla Moore School of Business 2009 — 2010
MBA, Finance
Western Connecticut State University 2001 — 2005
BA, psychology
HSBC Private Bank August 2015 - Present
DeJesus Training August 2001 - Present
Wells Fargo February 2013 - November 2014
JP Morgan October 2009 - February 2013
Merrill Lynch October 2008 - February 2009
JP Morgan May 2008 - October 2008
Laidlaw & Company November 2007 - May 2008
First Republic Group June 2007 - November 2007
Equinox Fitness February 2005 - March 2007
Skills
Equities, Portfolio Management, Series 7, Series 63, Securities, Investments, Finance, Banking, Wealth Management, Financial Services, Financial Analysis, Mutual Funds
Education
University of South Carolina - Darla Moore School of Business 2009 — 2010
MBA, Finance
Western Connecticut State University 2001 — 2005
BA, psychology
Jennifer Hooks's Merrill Lynch Experience August 2000 - December 2001
Job Regional Account Manager at Takeda Pharmaceuticals
Industry Pharmaceuticals
Experience
Takeda Pharmaceuticals July 2013 - Present
Takeda Pharmaceuticals January 2006 - June 2013
Takeda Pharmaceuticals July 2005 - January 2006
Takeda Pharmaceuticals January 2002 - June 2005
Merrill Lynch August 2000 - December 2001
Education
University of South Carolina - The Moore School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Marketing
University of South Carolina - The Moore School of Business 1994 — 1998
Bachelor's degree, Marketing and Human Resouce Management
Takeda Pharmaceuticals July 2013 - Present
Takeda Pharmaceuticals January 2006 - June 2013
Takeda Pharmaceuticals July 2005 - January 2006
Takeda Pharmaceuticals January 2002 - June 2005
Merrill Lynch August 2000 - December 2001
Education
University of South Carolina - The Moore School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Marketing
University of South Carolina - The Moore School of Business 1994 — 1998
Bachelor's degree, Marketing and Human Resouce Management
Vivek Hemdev's Merrill Lynch Experience 2000 - 2006
Job VICE PRESIDENT
Industry Financial Services
Experience
BLACKROCK October 2006 - Present
Merrill Lynch 2000 - 2006
Skills
Business Analysis, Asset Management
Education
University of South Carolina - Darla Moore School of Business 1997 — 1999
BLACKROCK October 2006 - Present
Merrill Lynch 2000 - 2006
Skills
Business Analysis, Asset Management
Education
University of South Carolina - Darla Moore School of Business 1997 — 1999
Adam D. Epstein's Merrill Lynch Experience December 2008 - Present
Job Vice President of Investments / Financial Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch December 2008 - Present
Wachovia Securities ISG February 2008 - January 2011
HSBC Mortgage Services February 2002 - 2008
Careerbuilder.com March 2000 - February 2002
LoanGiant.com August 1998 - February 2000
Morgan Stanley January 1995 - January 1998
Education
University of South Carolina-Columbia 1991 — 1996
Merrill Lynch December 2008 - Present
Wachovia Securities ISG February 2008 - January 2011
HSBC Mortgage Services February 2002 - 2008
Careerbuilder.com March 2000 - February 2002
LoanGiant.com August 1998 - February 2000
Morgan Stanley January 1995 - January 1998
Education
University of South Carolina-Columbia 1991 — 1996
Charles Nardiello's Merrill Lynch Experience March 2004 - February 2010
Job Financial Planner at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services Financial Consultant, VPCharles SchwabFebruary 2010 - September 2012
Merrill Lynch March 2004 - February 2010
Education
University of South Carolina-Columbia 1997 — 2001
Bachelor of Arts (B.A.)
Edelman Financial Services Financial Consultant, VPCharles SchwabFebruary 2010 - September 2012
Merrill Lynch March 2004 - February 2010
Education
University of South Carolina-Columbia 1997 — 2001
Bachelor of Arts (B.A.)
Scott Obenshain's Merrill Lynch Experience April 2000 - August 2011
Job Director Institutional Sales at RBC
Industry Capital Markets
Experience
RBC Capital Markets August 2011 - Present
Merrill Lynch April 2000 - August 2011
JP Morgan Chase 1994 - 2000
Skills
Fixed Income, Bonds, Structured Products, Derivatives, Options, Securities, Capital Markets, Bloomberg, Bloomberg Terminal, Money Market, Series 7, Series 24, Series 63, Electronic Trading, Hedge Funds, Credit Derivatives
Education
University of South Carolina-Columbia 1982 — 1989
BA, Economics
RBC Capital Markets August 2011 - Present
Merrill Lynch April 2000 - August 2011
JP Morgan Chase 1994 - 2000
Skills
Fixed Income, Bonds, Structured Products, Derivatives, Options, Securities, Capital Markets, Bloomberg, Bloomberg Terminal, Money Market, Series 7, Series 24, Series 63, Electronic Trading, Hedge Funds, Credit Derivatives
Education
University of South Carolina-Columbia 1982 — 1989
BA, Economics
Natalie Augustin's Merrill Lynch Experience March 2006 - December 2008
Job Director at UBS
Industry Financial Services
Experience
UBS August 2010 - Present
The Professional Advantage January 2009 - August 2010
Merrill Lynch March 2006 - December 2008
JP Morgan Chase February 1998 - March 2006
Marsh & McLennan Companies, Inc. September 1995 - February 1998
Technology Planning, Inc (TPI) 1994 - 1998
Skills
Vendor Management, Talent Management, Change Management, Fixed Income, Credit Derivatives, Process Improvement, Electronic Trading, Trading Systems, Market Data, Equities, Risk Management, Recruiting, Financial Services, Derivatives, Coaching, Program Management
Education
University of South Carolina-Columbia 1985 — 1989
Bachelor of Arts, Journalism & Mass Communications
UBS August 2010 - Present
The Professional Advantage January 2009 - August 2010
Merrill Lynch March 2006 - December 2008
JP Morgan Chase February 1998 - March 2006
Marsh & McLennan Companies, Inc. September 1995 - February 1998
Technology Planning, Inc (TPI) 1994 - 1998
Skills
Vendor Management, Talent Management, Change Management, Fixed Income, Credit Derivatives, Process Improvement, Electronic Trading, Trading Systems, Market Data, Equities, Risk Management, Recruiting, Financial Services, Derivatives, Coaching, Program Management
Education
University of South Carolina-Columbia 1985 — 1989
Bachelor of Arts, Journalism & Mass Communications
Jason Renkoff's Merrill Lynch Experience June 2010 - August 2013
Job Regional Vice President at Choice Mortgage Bank
Industry Financial Services
Experience
Choice Mortgage Bank August 2013 - Present
RDN Financial January 2009 - Present
PromoteItDepot.Com October 2007 - Present
Merrill Lynch June 2010 - August 2013
AmeriLend Mortgage December 2005 - May 2010
Ameriquest Mortgage December 2004 - December 2005
Morgan Stanley January 2002 - December 2004
Schonfeld Securities January 2000 - January 2002
Skills
Mortgage Lending, Loans, Equities, Finance, Investments, Retirement Planning, Series 7, Wealth Management, Portfolio Management, Strategic Financial..., Asset Management, Credit, Estate Planning, Insurance, Investment Advisory, Loan Origination, Mortgage Banking, Mutual Funds, Retirement, Securities, Financial Planning
Education
University of South Florida 1992 — 1997
Choice Mortgage Bank August 2013 - Present
RDN Financial January 2009 - Present
PromoteItDepot.Com October 2007 - Present
Merrill Lynch June 2010 - August 2013
AmeriLend Mortgage December 2005 - May 2010
Ameriquest Mortgage December 2004 - December 2005
Morgan Stanley January 2002 - December 2004
Schonfeld Securities January 2000 - January 2002
Skills
Mortgage Lending, Loans, Equities, Finance, Investments, Retirement Planning, Series 7, Wealth Management, Portfolio Management, Strategic Financial..., Asset Management, Credit, Estate Planning, Insurance, Investment Advisory, Loan Origination, Mortgage Banking, Mutual Funds, Retirement, Securities, Financial Planning
Education
University of South Florida 1992 — 1997
Marc Hutchinson's Merrill Lynch Experience 2009 - 2010
Job Retail Sales Supervisor NMLSR 911407 at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage November 2010 - Present
Merrill Lynch 2009 - 2010
1st Colonial Financial LLC 2004 - 2009
Education
University of South Carolina-Columbia 1995 — 1999
BS in Business Administration, Finance
Wells Fargo Home Mortgage November 2010 - Present
Merrill Lynch 2009 - 2010
1st Colonial Financial LLC 2004 - 2009
Education
University of South Carolina-Columbia 1995 — 1999
BS in Business Administration, Finance
Shufy Rowe's Merrill Lynch Experience 1986 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
Merrill Lynch 1986 - Present
Education
University of South Carolina-Columbia
Merrill Lynch 1986 - Present
Education
University of South Carolina-Columbia
Cathy Hinson Greenwood's Merrill Lynch Experience Independent StylistStella & DotFebruary 2014 - Present
Job Registered Assoc. at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Independent StylistStella & DotFebruary 2014 - Present
Education
University of South Carolina-Columbia
Merrill Lynch Independent StylistStella & DotFebruary 2014 - Present
Education
University of South Carolina-Columbia
Campbell Palfrey's Merrill Lynch Experience 1990 - 1993
Job Self Employed at Consultant Senior Living Marketing
Industry Marketing and Advertising
Experience
Consultant Senior Living Marketing December 2014 - Present
Brookdale Senior Living June 2008 - October 2010
Greystone Communities Inc 1993 - 2008
Merrill Lynch 1990 - 1993
PRP 1973 - 1990
Skills
Market Planning, Marketing Strategy, Healthcare, Marketing, Marketing Communications, Sales Management, Retirement Homes, Market Analysis, Selling Skills, Advertising, New Business Development, Public Relations, Strategic Planning, Marketing Management, Public Speaking, Leadership, Sales, Team Building, Start-ups, Business Development, Market Research, Lead Generation, Training, Selling, Elder Care, Budgets, Social Media Marketing, Enthusiast, Highly Dedicated
Education
University of South Carolina-Columbia 1968 — 1972
BA English Literature
University of South Carolina
BA
Consultant Senior Living Marketing December 2014 - Present
Brookdale Senior Living June 2008 - October 2010
Greystone Communities Inc 1993 - 2008
Merrill Lynch 1990 - 1993
PRP 1973 - 1990
Skills
Market Planning, Marketing Strategy, Healthcare, Marketing, Marketing Communications, Sales Management, Retirement Homes, Market Analysis, Selling Skills, Advertising, New Business Development, Public Relations, Strategic Planning, Marketing Management, Public Speaking, Leadership, Sales, Team Building, Start-ups, Business Development, Market Research, Lead Generation, Training, Selling, Elder Care, Budgets, Social Media Marketing, Enthusiast, Highly Dedicated
Education
University of South Carolina-Columbia 1968 — 1972
BA English Literature
University of South Carolina
BA
Linda Manolis's Merrill Lynch Experience February 1987 - February 1991
Job SVP, Enterprise Program Management at Citi
Industry Financial Services
Experience
Citi August 2013 - Present
Citi via L&T Infotech November 2010 - August 2013
Citi 2003 - 2008
Citi 1999 - 2002
Salomon Brothers 1991 - 1998
Merrill Lynch February 1987 - February 1991
Skills
Risk Management, Finance, Business Analysis, PMP, Leadership, Investment Banking, Project Management, Management, Business Process..., Portfolio Management, Equities, Program Management, Capital Markets, Financial Services, Project Portfolio..., Project Planning, Financial Risk, Fixed Income, IT Management, PMO, Data Warehousing, Strategy, CRM, Business Development, Auditing, Operational Risk
Education
University of South Carolina-Columbia 1979 — 1983
Citi August 2013 - Present
Citi via L&T Infotech November 2010 - August 2013
Citi 2003 - 2008
Citi 1999 - 2002
Salomon Brothers 1991 - 1998
Merrill Lynch February 1987 - February 1991
Skills
Risk Management, Finance, Business Analysis, PMP, Leadership, Investment Banking, Project Management, Management, Business Process..., Portfolio Management, Equities, Program Management, Capital Markets, Financial Services, Project Portfolio..., Project Planning, Financial Risk, Fixed Income, IT Management, PMO, Data Warehousing, Strategy, CRM, Business Development, Auditing, Operational Risk
Education
University of South Carolina-Columbia 1979 — 1983
Amy Fliam's Merrill Lynch Experience January 2010 - May 2010
Job Accountant at Earth Science Research Institute for the University of South Carolina
Industry Information Technology and Services
Experience
Earth Science Research Institute for the University of South Carolina January 2010 - Present
Merrill Lynch January 2010 - May 2010
Ciber May 2008 - August 2008
Education
University of South Carolina - Darla Moore School of Business 2007 — 2010
Corporate Finance
Earth Science Research Institute for the University of South Carolina January 2010 - Present
Merrill Lynch January 2010 - May 2010
Ciber May 2008 - August 2008
Education
University of South Carolina - Darla Moore School of Business 2007 — 2010
Corporate Finance
Bob Cumming's Merrill Lynch Experience February 2000 - January 2004
Job Financial Advisor
Industry Financial Services
Experience
LPL Financial December 2011 - Present
Morgan Stanley Smith Barney January 2004 - December 2011
Merrill Lynch February 2000 - January 2004
Skills
Series 66, 401k Rollovers, Retirement Planning, Retirement Income..., Series 7, IRA's, Trust Services, Insurance Planning, Charitable Giving, Wealth Management, Annuities, Retirement, Wealth Accumulation, Asset Allocation, Roth IRA, Charitable Giving..., Investment Advisory, Long Term Care
Education
University of South Carolina - The Moore School of Business 1972 — 1976
B.S., Accounting
LPL Financial December 2011 - Present
Morgan Stanley Smith Barney January 2004 - December 2011
Merrill Lynch February 2000 - January 2004
Skills
Series 66, 401k Rollovers, Retirement Planning, Retirement Income..., Series 7, IRA's, Trust Services, Insurance Planning, Charitable Giving, Wealth Management, Annuities, Retirement, Wealth Accumulation, Asset Allocation, Roth IRA, Charitable Giving..., Investment Advisory, Long Term Care
Education
University of South Carolina - The Moore School of Business 1972 — 1976
B.S., Accounting
Josh Bogard's Merrill Lynch Experience May 2005 - August 2005
Job Principal at Superior Insurance, LLC
Industry Real Estate
Experience
Superior Insurance, LLC July 2012 - Present
Liberty Mutual November 2008 - July 2012
Wells Fargo Financial November 2006 - October 2008
Merrill Lynch May 2005 - August 2005
Skills
Underwriting, Insurance, Life Insurance, Credit, Commercial Insurance, Fixed Annuities, Customer Service, Property & Casualty..., Retirement Planning, Credit Analysis, Term Life Insurance, Strategic Financial..., Disability Insurance, Legal Liability
Education
University of South Carolina-Columbia 2002 — 2006
Bachelors, Marketing, Finance, Spanish
Superior Insurance, LLC July 2012 - Present
Liberty Mutual November 2008 - July 2012
Wells Fargo Financial November 2006 - October 2008
Merrill Lynch May 2005 - August 2005
Skills
Underwriting, Insurance, Life Insurance, Credit, Commercial Insurance, Fixed Annuities, Customer Service, Property & Casualty..., Retirement Planning, Credit Analysis, Term Life Insurance, Strategic Financial..., Disability Insurance, Legal Liability
Education
University of South Carolina-Columbia 2002 — 2006
Bachelors, Marketing, Finance, Spanish
Jennifer Laval's Merrill Lynch Experience April 2004 - Present
Job Senior Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2004 - Present
UBS 2000 - 2002
Skills
Fixed Income, Investments
Education
University of South Carolina-Columbia 1992 — 1996
BS, Finance
Merrill Lynch April 2004 - Present
UBS 2000 - 2002
Skills
Fixed Income, Investments
Education
University of South Carolina-Columbia 1992 — 1996
BS, Finance
Jason Myers's Merrill Lynch Experience June 2000 - July 2002
Job Owner at Ikon Financial Group, LLC
Industry Financial Services
Experience
Ikon Financial Group January 2008 - Present
Moultrie Office Park 2006 - 2010
In The Bag, Inc. 2008 - 2009
New South Mortgage November 2004 - December 2007
Merrill Lynch June 2000 - July 2002
Skills
Mortgage Lending, Refinance, VA, Mortgage Banking, Investment Properties, First Time Home Buyers, Residential Mortgages, Investments, Commercial Real Estate, Real Estate, Commercial Lending, Rentals, Finance, Loans, Real Estate Development, Insurance
Education
University of South Carolina-Columbia 1996 — 2000
Finance
Berkeley High School 1992 — 1996
high school
Ikon Financial Group January 2008 - Present
Moultrie Office Park 2006 - 2010
In The Bag, Inc. 2008 - 2009
New South Mortgage November 2004 - December 2007
Merrill Lynch June 2000 - July 2002
Skills
Mortgage Lending, Refinance, VA, Mortgage Banking, Investment Properties, First Time Home Buyers, Residential Mortgages, Investments, Commercial Real Estate, Real Estate, Commercial Lending, Rentals, Finance, Loans, Real Estate Development, Insurance
Education
University of South Carolina-Columbia 1996 — 2000
Finance
Berkeley High School 1992 — 1996
high school
Austin Palmer's Merrill Lynch Experience July 2006 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch July 2006 - Present
Morgan Stanley October 1998 - June 2006
Education
University of South Carolina - Darla Moore School of Business 1995 — 1996
Masters in Tax, Accounting
University of South Carolina - Darla Moore School of Business 1991 — 1995
Accounting
Merrill Lynch July 2006 - Present
Morgan Stanley October 1998 - June 2006
Education
University of South Carolina - Darla Moore School of Business 1995 — 1996
Masters in Tax, Accounting
University of South Carolina - Darla Moore School of Business 1991 — 1995
Accounting
Scott Davis's Merrill Lynch Experience May 1997 - May 1999
Job Intermediary at VR Business Brokers | Mergers & Acquisitions
Industry Information Services
Experience
VR Business Brokers Mergers & Acquisitions July 2014 - Present
Xerox December 2011 - June 2014
Xerox June 2001 - December 2011
Merrill Lynch May 1997 - May 1999
Skills
Solution Selling, Managed Print Services, Account Management, Direct Sales, Sales Management, New Business Development, Salesforce.com, Sales Process, Key Account Management, Major Accounts, B2B, SaaS, Managed Services, Channel, Professional Services, Business Development, Sales, Sales Operations, Cold Calling, Cross-functional Team..., Selling, Strategic Partnerships, Channel Partners, Go-to-market Strategy, Contract Negotiation, Sales Presentations, Strategy, Lead Generation, Enterprise Software, CRM, P&L Management
Education
University of South Florida 1975 — 1979
BS, Psychology/Business Administration
VR Business Brokers Mergers & Acquisitions July 2014 - Present
Xerox December 2011 - June 2014
Xerox June 2001 - December 2011
Merrill Lynch May 1997 - May 1999
Skills
Solution Selling, Managed Print Services, Account Management, Direct Sales, Sales Management, New Business Development, Salesforce.com, Sales Process, Key Account Management, Major Accounts, B2B, SaaS, Managed Services, Channel, Professional Services, Business Development, Sales, Sales Operations, Cold Calling, Cross-functional Team..., Selling, Strategic Partnerships, Channel Partners, Go-to-market Strategy, Contract Negotiation, Sales Presentations, Strategy, Lead Generation, Enterprise Software, CRM, P&L Management
Education
University of South Florida 1975 — 1979
BS, Psychology/Business Administration
Michael Westbrook's Merrill Lynch Experience February 2010 - September 2013
Job Financial Advisor at American National Bank
Industry Pharmaceuticals
Experience
American National Bank/Raymond James Financial Services September 2013 - Present
Merrill Lynch February 2010 - September 2013
Glaxo SmithKline 1984 - 2009
GlaxoSmithKline 1984 - 2008
Skills
Sales Management, Leadership, Pharmaceutical Sales, Sales, Pharmaceutical Industry, Management, Sales Effectiveness, Investments, Managed Care, Selling Skills, Sales Operations, Strategy, Cardiology, Direct Sales, Finance, Product Launch, Sales Presentations, Market Analysis, Marketing Strategy, Sales Process, Sales Force Development, Selling, Key Account Management, Cross-functional Team..., Business Planning, Account Management, Market Planning, Competitive Analysis, Diabetes, Neurology, Medical Devices, Insurance
Education
University of South Carolina-Columbia 1975 — 1979
BS, Business, Marketing
Airport High School; West Columbia SC 1974 — 1975
Millbrook High School
American National Bank/Raymond James Financial Services September 2013 - Present
Merrill Lynch February 2010 - September 2013
Glaxo SmithKline 1984 - 2009
GlaxoSmithKline 1984 - 2008
Skills
Sales Management, Leadership, Pharmaceutical Sales, Sales, Pharmaceutical Industry, Management, Sales Effectiveness, Investments, Managed Care, Selling Skills, Sales Operations, Strategy, Cardiology, Direct Sales, Finance, Product Launch, Sales Presentations, Market Analysis, Marketing Strategy, Sales Process, Sales Force Development, Selling, Key Account Management, Cross-functional Team..., Business Planning, Account Management, Market Planning, Competitive Analysis, Diabetes, Neurology, Medical Devices, Insurance
Education
University of South Carolina-Columbia 1975 — 1979
BS, Business, Marketing
Airport High School; West Columbia SC 1974 — 1975
Millbrook High School
Chris Derreberry's Merrill Lynch Experience May 2007 - April 2008
Job Sr. Technical Analyst at BankofAmericaMerrill Lynch
Industry Financial Services
Experience
BankofAmerica-Merrill Lynch November 2009 - Present
Blue Cross Blue Shield SC September 2008 - October 2009
Merrill Lynch May 2007 - April 2008
Nelnet 2000 - 2007
Education
University of South Carolina-Columbia 1975 — 1980
BS, Computer Science
BankofAmerica-Merrill Lynch November 2009 - Present
Blue Cross Blue Shield SC September 2008 - October 2009
Merrill Lynch May 2007 - April 2008
Nelnet 2000 - 2007
Education
University of South Carolina-Columbia 1975 — 1980
BS, Computer Science
David Finby, CIMA's Merrill Lynch Experience 1995 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1995 - Present
Package Products Speciality February 1993 - June 1995
Arthur Young June 1982 - December 1983
Skills
Stock Option Specialist, 401k Plan Specialist, Strategic Financial..., Asset Allocation
Education
University of South Carolina-Columbia 1982 — 1987
BS, Accounting-Finance
Merrill Lynch 1995 - Present
Package Products Speciality February 1993 - June 1995
Arthur Young June 1982 - December 1983
Skills
Stock Option Specialist, 401k Plan Specialist, Strategic Financial..., Asset Allocation
Education
University of South Carolina-Columbia 1982 — 1987
BS, Accounting-Finance
Joseph Valenti's Merrill Lynch Experience October 2011 - June 2012
Job Individual Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2012 - Present
Merrill Lynch October 2011 - June 2012
Merrill Lynch November 2009 - October 2011
Bank of America July 2008 - March 2009
Etrade Financial April 2006 - June 2008
Skills
Series 7, Series 63, Securities, Mutual Funds, Fixed Income, Options, Investments, Asset Allocation, Banking, Bonds, CRM, FINRA, Financial Services, Risk Management, Trading, Uniform Combined State..., Wealth Management
Education
University of South Carolina - Darla Moore School of Business 1985 — 1989
BS, Management and Marketing
TIAA-CREF July 2012 - Present
Merrill Lynch October 2011 - June 2012
Merrill Lynch November 2009 - October 2011
Bank of America July 2008 - March 2009
Etrade Financial April 2006 - June 2008
Skills
Series 7, Series 63, Securities, Mutual Funds, Fixed Income, Options, Investments, Asset Allocation, Banking, Bonds, CRM, FINRA, Financial Services, Risk Management, Trading, Uniform Combined State..., Wealth Management
Education
University of South Carolina - Darla Moore School of Business 1985 — 1989
BS, Management and Marketing
Vivek Hemdev's Merrill Lynch Experience 2000 - 2006
Job VICE PRESIDENT at BlackRock
Industry Financial Services
Experience
BlackRock VICE PRESIDENTBLACKROCK2006 - Present
Merrill Lynch 2000 - 2006
Education
University of South Carolina - Darla Moore School of Business 1997 — 1999
MBA, Finance and MIS
BlackRock VICE PRESIDENTBLACKROCK2006 - Present
Merrill Lynch 2000 - 2006
Education
University of South Carolina - Darla Moore School of Business 1997 — 1999
MBA, Finance and MIS
Steven Genco's Merrill Lynch Experience January 2008 - May 2010
Job Business & Technology Integration
Industry Pharmaceuticals
Experience
Accenture June 2015 - Present
Hospira September 2012 - June 2015
Cyberwoven October 2011 - May 2012
Cyberwoven April 2010 - October 2011
Merrill Lynch January 2008 - May 2010
Skills
International Business, Strategic Planning, Web Project Management, Account Management, Digital Marketing, Inside Sales, Project Planning, Interactive Marketing..., Project Execution, Digital Strategy, Social Media Marketing, Marketing Strategy, Marketing Communications, Marketing, Email Marketing, Marketing Management, Social Media, Advertising, Public Relations, B2B, Project Management, Analysis
Education
University of South Carolina - Darla Moore School of Business 2006 — 2010
Bachelor of Science, International Business; Finance; Spanish
Accenture June 2015 - Present
Hospira September 2012 - June 2015
Cyberwoven October 2011 - May 2012
Cyberwoven April 2010 - October 2011
Merrill Lynch January 2008 - May 2010
Skills
International Business, Strategic Planning, Web Project Management, Account Management, Digital Marketing, Inside Sales, Project Planning, Interactive Marketing..., Project Execution, Digital Strategy, Social Media Marketing, Marketing Strategy, Marketing Communications, Marketing, Email Marketing, Marketing Management, Social Media, Advertising, Public Relations, B2B, Project Management, Analysis
Education
University of South Carolina - Darla Moore School of Business 2006 — 2010
Bachelor of Science, International Business; Finance; Spanish
Jaime Cuellar, MBA's Merrill Lynch Experience May 2008 - August 2008
Job Finance Professional, Entrepreneur, Global Operations Manager
Industry Financial Services
Experience
Holistic Recovery Centers November 2012 - September 2014
PenServ Plan Services January 2012 - May 2013
PenServ Plan Services February 2010 - December 2011
AeroAgricola del Pacifico May 2009 - December 2010
South Carolina Department of Commerce August 2008 - December 2008
Merrill Lynch May 2008 - August 2008
Colonial Life January 2008 - May 2008
First Citizens Bank August 2006 - December 2006
Skills
Financial Reporting, Investments, Start-ups, Strategy, Business Planning, Marketing, Entrepreneurship, Budgets, Accounting, Customer Service, Microsoft Excel, Loans, Securities, Financial Analysis, Asset Management, Corporate Finance, Mutual Funds, New Business Development, Management, Business Development, Finance, Financial Modeling, Teamwork, Time Management, Leadership, Data Analysis, Banking, Operations Management, Analytics, Mergers & Acquisitions, Microsoft Office
Education
University of South Carolina - The Moore School of Business 2013 — 2014
Master of Business Administration (MBA), Finance, General
UNIVERSITY OF SOUTH CAROLINA - MOORE SCHOOL OF BUSINESS 2004 — 2009
Bachelor of Science, Business Administration; Finance; Global Supply Chain and Operations Management
Holistic Recovery Centers November 2012 - September 2014
PenServ Plan Services January 2012 - May 2013
PenServ Plan Services February 2010 - December 2011
AeroAgricola del Pacifico May 2009 - December 2010
South Carolina Department of Commerce August 2008 - December 2008
Merrill Lynch May 2008 - August 2008
Colonial Life January 2008 - May 2008
First Citizens Bank August 2006 - December 2006
Skills
Financial Reporting, Investments, Start-ups, Strategy, Business Planning, Marketing, Entrepreneurship, Budgets, Accounting, Customer Service, Microsoft Excel, Loans, Securities, Financial Analysis, Asset Management, Corporate Finance, Mutual Funds, New Business Development, Management, Business Development, Finance, Financial Modeling, Teamwork, Time Management, Leadership, Data Analysis, Banking, Operations Management, Analytics, Mergers & Acquisitions, Microsoft Office
Education
University of South Carolina - The Moore School of Business 2013 — 2014
Master of Business Administration (MBA), Finance, General
UNIVERSITY OF SOUTH CAROLINA - MOORE SCHOOL OF BUSINESS 2004 — 2009
Bachelor of Science, Business Administration; Finance; Global Supply Chain and Operations Management
Allen Morris AAMS, CRPC's Merrill Lynch Experience September 2008 - April 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2013 - Present
Merrill Lynch September 2008 - April 2013
Edward Jones December 2002 - September 2008
Skills
Finance, Investments, Insurance, Asset Allocation, Long-term Care, Mutual Funds, Retirement Planning
Education
University of South Carolina-Columbia 1994 — 1996
Master of Education (M.Ed.), Early Childhood Education and Teaching
Wofford College 1987 — 1991
Bachelor of Science (BS), Physics
Wells Fargo Advisors, LLC April 2013 - Present
Merrill Lynch September 2008 - April 2013
Edward Jones December 2002 - September 2008
Skills
Finance, Investments, Insurance, Asset Allocation, Long-term Care, Mutual Funds, Retirement Planning
Education
University of South Carolina-Columbia 1994 — 1996
Master of Education (M.Ed.), Early Childhood Education and Teaching
Wofford College 1987 — 1991
Bachelor of Science (BS), Physics
Mitch McGuirt's Merrill Lynch Experience 1999 - 2003
Job Regional Director, Press Ganey
Industry Management Consulting
Experience
Press Ganey Associates March 2013 - Present
Spine Mgmt & Sales, Medical Devices 2006 - February 2013
Boston Scientific 2003 - 2005
Merrill Lynch 1999 - 2003
Skills
Spine, Operating Room, Surgeons, Medical Devices, Capital Equipment, Neurology, Market Development, Management, Product Launch, Sales, Sales Management, Sales Operations
Education
University of South Carolina-Columbia 1987 — 1991
BS, Finance
Press Ganey Associates March 2013 - Present
Spine Mgmt & Sales, Medical Devices 2006 - February 2013
Boston Scientific 2003 - 2005
Merrill Lynch 1999 - 2003
Skills
Spine, Operating Room, Surgeons, Medical Devices, Capital Equipment, Neurology, Market Development, Management, Product Launch, Sales, Sales Management, Sales Operations
Education
University of South Carolina-Columbia 1987 — 1991
BS, Finance
Brad Lambert's Merrill Lynch Experience August 1998 - November 2001
Job Regional Director at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank May 2013 - Present
Wells Fargo Private Bank December 2008 - May 2013
BB&T February 2008 - December 2008
SunTrust Bank June 2006 - January 2008
Wells Fargo December 2001 - June 2006
Merrill Lynch August 1998 - November 2001
Williamson & Associates, Inc. September 1995 - August 1998
Education
University of South Carolina School of Law 1993 — 1996
Doctor of Law (J.D.)
University of South Carolina-Columbia 1989 — 1993
Bachelor of Arts (B.A.), Humanities and Social Sciences
Wells Fargo Private Bank May 2013 - Present
Wells Fargo Private Bank December 2008 - May 2013
BB&T February 2008 - December 2008
SunTrust Bank June 2006 - January 2008
Wells Fargo December 2001 - June 2006
Merrill Lynch August 1998 - November 2001
Williamson & Associates, Inc. September 1995 - August 1998
Education
University of South Carolina School of Law 1993 — 1996
Doctor of Law (J.D.)
University of South Carolina-Columbia 1989 — 1993
Bachelor of Arts (B.A.), Humanities and Social Sciences
Ian Jusell's Merrill Lynch Experience June 2010 - August 2010
Job Emerging Leader at GEICO
Industry Insurance
Experience
GEICO August 2011 - Present
Merrill Lynch June 2010 - August 2010
University of South Carolina August 2008 - May 2010
Amerigroup Corporation May 2009 - August 2009
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science (B.S.), International Business and Finance, 3.74
GEICO August 2011 - Present
Merrill Lynch June 2010 - August 2010
University of South Carolina August 2008 - May 2010
Amerigroup Corporation May 2009 - August 2009
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science (B.S.), International Business and Finance, 3.74
Frank Barksdale's Merrill Lynch Experience March 2000 - November 2002
Job Certified Insurance Counselor/Broker at Vista Insurance Group
Industry Insurance
Experience
Vista Insurance Group December 2007 - Present
Honda of Columbia January 2003 - November 2007
Merrill Lynch March 2000 - November 2002
Skills
Certified Insurance...
Education
University of South Carolina-Columbia
BA, History
Vista Insurance Group December 2007 - Present
Honda of Columbia January 2003 - November 2007
Merrill Lynch March 2000 - November 2002
Skills
Certified Insurance...
Education
University of South Carolina-Columbia
BA, History
Rick Wellons's Merrill Lynch Experience March 2007 - February 2010
Job Sales Associate
Industry Consumer Services
Experience
EXCEED LLC,LLC. April 2010 - Present
Merrill Lynch March 2007 - February 2010
Century Senior Services January 2000 - March 2007
Principal Financial Group January 1993 - December 1999
US Navy February 1984 - September 1992
Cocal Cola USA January 1980 - December 1983
Education
Webster University 1989 — 1991
no, Human resources
University of South Carolina-Columbia 1975 — 1980
B.S., Marketing/ Management
EXCEED LLC,LLC. April 2010 - Present
Merrill Lynch March 2007 - February 2010
Century Senior Services January 2000 - March 2007
Principal Financial Group January 1993 - December 1999
US Navy February 1984 - September 1992
Cocal Cola USA January 1980 - December 1983
Education
Webster University 1989 — 1991
no, Human resources
University of South Carolina-Columbia 1975 — 1980
B.S., Marketing/ Management
Blake Elder's Merrill Lynch Experience October 2010 - May 2011
Job Recruiting Consultant at Mercuri Urval
Industry Staffing and Recruiting
Experience
Mercuri Urval December 2014 - Present
Robert Half Finance & Accounting October 2013 - November 2014
Aerotek November 2011 - October 2013
Merrill Lynch October 2010 - May 2011
Skills
Excel, Financial Analysis, Microsoft Office, Investments, PowerPoint, Customer Service, Microsoft Word, Marketing, Strategic Planning, Finance, Public Speaking, Research, Data Analysis, Leadership, Social Media, Business Analysis, Management, Access, Microsoft Excel, Payroll, Recruiting, Sales
Education
University of South Carolina 2005 — 2009
Bachelor of Science, Investment Finance
University of South Carolina - The Moore School of Business 2005 — 2009
Bachelor of Science, Investment Finance
Landon School for Boys 1999 — 2005
Mercuri Urval December 2014 - Present
Robert Half Finance & Accounting October 2013 - November 2014
Aerotek November 2011 - October 2013
Merrill Lynch October 2010 - May 2011
Skills
Excel, Financial Analysis, Microsoft Office, Investments, PowerPoint, Customer Service, Microsoft Word, Marketing, Strategic Planning, Finance, Public Speaking, Research, Data Analysis, Leadership, Social Media, Business Analysis, Management, Access, Microsoft Excel, Payroll, Recruiting, Sales
Education
University of South Carolina 2005 — 2009
Bachelor of Science, Investment Finance
University of South Carolina - The Moore School of Business 2005 — 2009
Bachelor of Science, Investment Finance
Landon School for Boys 1999 — 2005
Erin Reece, CPA's Merrill Lynch Experience May 2006 - August 2006
Job Senior accountant
Industry Accounting
Experience
Charles R Fliflet CPA PA September 2013 - Present
E-Z-GO September 2012 - September 2013
Burkett. Burkett & Burkett September 2011 - September 2012
Charles R. Fliflet, CPA, PA December 2007 - June 2010
Merrill Lynch May 2006 - August 2006
Skills
Financial Accounting, Accounting, Account Reconciliation, Auditing, General Ledger, CPA, Financial Reporting, QuickBooks, GAAP, Financial Analysis, Tax, Financial Statements, Accounts Payable, Tax Accounting, Tax Preparation, Corporate Tax, Payroll, Microsoft Excel, Accruals, Microsoft Word, Bank Reconciliation, Variance Analysis, Cash Flow, Journal Entries, Consolidation, Income Tax, Cash Flow Forecasting, Sarbanes-Oxley, Microsoft Office, PowerPoint, Tax Research, Tax Returns, Bookkeeping, Cash Management, Sales Tax, Preparation, Internal Controls
Education
University of South Carolina - Darla Moore School of Business 2010 — 2011
Masters of Accountancy, Accounting
University of South Carolina-Aiken 2007 — 2010
Bachelor of Science in Business Administration, Accounting
University of South Carolina-Aiken 2003 — 2007
Bachelor of Science in Business Administration, Finance
Charles R Fliflet CPA PA September 2013 - Present
E-Z-GO September 2012 - September 2013
Burkett. Burkett & Burkett September 2011 - September 2012
Charles R. Fliflet, CPA, PA December 2007 - June 2010
Merrill Lynch May 2006 - August 2006
Skills
Financial Accounting, Accounting, Account Reconciliation, Auditing, General Ledger, CPA, Financial Reporting, QuickBooks, GAAP, Financial Analysis, Tax, Financial Statements, Accounts Payable, Tax Accounting, Tax Preparation, Corporate Tax, Payroll, Microsoft Excel, Accruals, Microsoft Word, Bank Reconciliation, Variance Analysis, Cash Flow, Journal Entries, Consolidation, Income Tax, Cash Flow Forecasting, Sarbanes-Oxley, Microsoft Office, PowerPoint, Tax Research, Tax Returns, Bookkeeping, Cash Management, Sales Tax, Preparation, Internal Controls
Education
University of South Carolina - Darla Moore School of Business 2010 — 2011
Masters of Accountancy, Accounting
University of South Carolina-Aiken 2007 — 2010
Bachelor of Science in Business Administration, Accounting
University of South Carolina-Aiken 2003 — 2007
Bachelor of Science in Business Administration, Finance
Allen Williamson, CIMA's Merrill Lynch Experience January 1999 - August 2000
Job Managing Director, Head of Private Wealth at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments November 2012 - Present
Guggenheim Investments April 2009 - Present
Guggenheim Partners 2009 - Present
Nuveen Investments July 2000 - December 2005
Merrill Lynch January 1999 - August 2000
Education
University of South Carolina-Columbia 1972 — 1976
BS, International Studies
American School of Kuwait 1969 — 1972
Diploma
Guggenheim Investments November 2012 - Present
Guggenheim Investments April 2009 - Present
Guggenheim Partners 2009 - Present
Nuveen Investments July 2000 - December 2005
Merrill Lynch January 1999 - August 2000
Education
University of South Carolina-Columbia 1972 — 1976
BS, International Studies
American School of Kuwait 1969 — 1972
Diploma
Nancy (Grube) Koeniguer's Merrill Lynch Experience April 1992 - May 1994
Job Independent Financial Services Professional
Industry Financial Services
Experience
GE Financial Services, Small Business Finance October 2002 - February 2004
GE Healthcare 1997 - 2002
GE Healthcare Asset Management Services October 1997 - July 1999
PNC February 1995 - July 1997
Merrill Lynch April 1992 - May 1994
GE Healthcare July 1988 - March 1992
Education
University of South Carolina - The Moore School of Business 1986 — 1988
Master's Degree, International Business, 3.2
University of South Carolina - The Moore School of Business 1980 — 1984
Bachelor's Degree, Business Administration, Finance, 3.2
GE Financial Services, Small Business Finance October 2002 - February 2004
GE Healthcare 1997 - 2002
GE Healthcare Asset Management Services October 1997 - July 1999
PNC February 1995 - July 1997
Merrill Lynch April 1992 - May 1994
GE Healthcare July 1988 - March 1992
Education
University of South Carolina - The Moore School of Business 1986 — 1988
Master's Degree, International Business, 3.2
University of South Carolina - The Moore School of Business 1980 — 1984
Bachelor's Degree, Business Administration, Finance, 3.2
Nick Lenar's Merrill Lynch Experience June 2010 - August 2010
Job AVP, Regional Director, Central Region at Angel Oak Capital Advisors, LLC
Industry Investment Management
Experience
Angel Oak Capital Advisors, LLC June 2015 - Present
Angel Oak Capital Advisors, LLC March 2014 - Present
Hewitt EnnisKnupp, an Aon Company July 2011 - March 2014
Coastal Focus Market Research June 2010 - August 2010
Merrill Lynch June 2010 - August 2010
Indian Hills Country Club May 2008 - August 2009
Skills
Customer Service, Microsoft Excel, Microsoft Word, Management, PowerPoint, Budgets, Microsoft Office, Mutual Funds, Marketing, Event Planning, Research, Market Research, Financial Analysis, Investments
Education
University of South Carolina - Darla Moore School of Business 2007 — 2011
Angel Oak Capital Advisors, LLC June 2015 - Present
Angel Oak Capital Advisors, LLC March 2014 - Present
Hewitt EnnisKnupp, an Aon Company July 2011 - March 2014
Coastal Focus Market Research June 2010 - August 2010
Merrill Lynch June 2010 - August 2010
Indian Hills Country Club May 2008 - August 2009
Skills
Customer Service, Microsoft Excel, Microsoft Word, Management, PowerPoint, Budgets, Microsoft Office, Mutual Funds, Marketing, Event Planning, Research, Market Research, Financial Analysis, Investments
Education
University of South Carolina - Darla Moore School of Business 2007 — 2011
Nicholas Stonestreet's Merrill Lynch Experience 2005 - 2007
Job EVP Private Banking at Regions Bank
Industry Banking
Experience
Regions Bank Chairman & CEOBCR Environmental LLC2007 - 2009
Merrill Lynch 2005 - 2007
Merrill Lynch Bank Suisse - Geneva, Switzerland 2003 - 2005
Merrill Lynch 2002 - 2005
Merrill Lynch 2000 - 2001
Merrill Lynch 1999 - 2000
Merrill Lynch 1997 - 1999
Merrill Lynch Trust Company 1994 - 1997
Merrill Lynch 1993 - 1994
SunTrust Bank 1989 - 1993
Education
University of South Carolina-Columbia 1984 — 1988
Masters, International Business
Winthrop University
Bachelors, Biological Science
Regions Bank Chairman & CEOBCR Environmental LLC2007 - 2009
Merrill Lynch 2005 - 2007
Merrill Lynch Bank Suisse - Geneva, Switzerland 2003 - 2005
Merrill Lynch 2002 - 2005
Merrill Lynch 2000 - 2001
Merrill Lynch 1999 - 2000
Merrill Lynch 1997 - 1999
Merrill Lynch Trust Company 1994 - 1997
Merrill Lynch 1993 - 1994
SunTrust Bank 1989 - 1993
Education
University of South Carolina-Columbia 1984 — 1988
Masters, International Business
Winthrop University
Bachelors, Biological Science
Amanda Boone's Merrill Lynch Experience August 2010 - September 2011
Job Leadership Development Associate at Ford Motor Credit Company
Industry Financial Services
Experience
Ford Motor Credit Company July 2013 - Present
Jabil October 2012 - July 2013
GE Aviation May 2012 - August 2012
Fidelity National Information Services October 2011 - May 2012
Citi January 2012 - April 2012
Merrill Lynch August 2010 - September 2011
Florida Bank May 2010 - August 2010
Skills
Customer Service, Financial Analysis, Microsoft Office, Market Research, Team Building, Marketing Strategy, Sales, Analysis, Event Planning, Marketing, Leadership, SAP, Data Analysis, Microsoft Excel, Teamwork, Access, PowerPoint
Education
University of Colorado Colorado Springs 2015 — 2017
Master of Business Administration (M.B.A.), Operational Management
University of South Florida 2008 — 2013
Bachelors in Science, Accounting and Finance
Ford Motor Credit Company July 2013 - Present
Jabil October 2012 - July 2013
GE Aviation May 2012 - August 2012
Fidelity National Information Services October 2011 - May 2012
Citi January 2012 - April 2012
Merrill Lynch August 2010 - September 2011
Florida Bank May 2010 - August 2010
Skills
Customer Service, Financial Analysis, Microsoft Office, Market Research, Team Building, Marketing Strategy, Sales, Analysis, Event Planning, Marketing, Leadership, SAP, Data Analysis, Microsoft Excel, Teamwork, Access, PowerPoint
Education
University of Colorado Colorado Springs 2015 — 2017
Master of Business Administration (M.B.A.), Operational Management
University of South Florida 2008 — 2013
Bachelors in Science, Accounting and Finance
Tommy Estridge's Merrill Lynch Experience April 2007 - August 2010
Job Senior AML Risk Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2010 - Present
Merrill Lynch April 2007 - August 2010
Bank of America November 2005 - April 2007
Skills
FINRA Registered..., Oracle SQL, AML, BSA, Regulatory Risk, OFAC, Series 7
Education
University of South Carolina-Columbia 1987 — 1991
Bachelor of Science, Business Administration
Bank of America Merrill Lynch August 2010 - Present
Merrill Lynch April 2007 - August 2010
Bank of America November 2005 - April 2007
Skills
FINRA Registered..., Oracle SQL, AML, BSA, Regulatory Risk, OFAC, Series 7
Education
University of South Carolina-Columbia 1987 — 1991
Bachelor of Science, Business Administration
Ashley Heidtke's Merrill Lynch Experience January 2000 - August 2000
Job High school Physical Education Teacher at PorterGaud School
Industry Primary/Secondary Education
Experience
Porter-Gaud School August 2005 - Present
College of Charleston May 2004 - May 2005
Tenerife Marichal August 2001 - May 2002
Universidad de Almería August 2000 - June 2001
Merrill Lynch January 2000 - August 2000
Skills
Curriculum Development, Teaching, Higher Education
Education
University of South Carolina-Columbia 2002 — 2003
Masters Degree, Hotel, Restaurant, and Tourism Management
University of South Carolina - The Moore School of Business 1995 — 1999
Bachelor of Science, Marketing and Management
Porter-Gaud School August 2005 - Present
College of Charleston May 2004 - May 2005
Tenerife Marichal August 2001 - May 2002
Universidad de Almería August 2000 - June 2001
Merrill Lynch January 2000 - August 2000
Skills
Curriculum Development, Teaching, Higher Education
Education
University of South Carolina-Columbia 2002 — 2003
Masters Degree, Hotel, Restaurant, and Tourism Management
University of South Carolina - The Moore School of Business 1995 — 1999
Bachelor of Science, Marketing and Management
Tim Rossier's Merrill Lynch Experience May 2012 - August 2012
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2013 - Present
Merrill Lynch May 2012 - August 2012
Lanigan, Ryan, Malcolm, & Doyle, P.C. January 2012 - January 2012
McLeod, Watkinson, & Miller: Attorneys at Law July 2011 - August 2011
Education
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
UBS Financial Services, Inc. January 2013 - Present
Merrill Lynch May 2012 - August 2012
Lanigan, Ryan, Malcolm, & Doyle, P.C. January 2012 - January 2012
McLeod, Watkinson, & Miller: Attorneys at Law July 2011 - August 2011
Education
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
leonardo mcintosh's Merrill Lynch Experience January 2012 - Present
Job Consultant at Merrill Lynch
Industry
Experience
Merrill Lynch January 2012 - Present
Education
University of South Carolina-Columbia 1978 — 1981
Bachelor of Arts (B.A.), Political Science and Government, 3.0
Merrill Lynch January 2012 - Present
Education
University of South Carolina-Columbia 1978 — 1981
Bachelor of Arts (B.A.), Political Science and Government, 3.0
Timothy C. Gregg's Merrill Lynch Experience May 2011 - August 2011
Job Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2013 - Present
SC Small Business Chamber of Commerce May 2012 - July 2012
Merrill Lynch May 2011 - August 2011
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor of Science, Business Administration, Finance & Management
MBA Candidate
Master of Business Administration (MBA)
Wells Fargo May 2013 - Present
SC Small Business Chamber of Commerce May 2012 - July 2012
Merrill Lynch May 2011 - August 2011
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor of Science, Business Administration, Finance & Management
MBA Candidate
Master of Business Administration (MBA)
Frank W. Wall II's Merrill Lynch Experience July 1992 - May 1997
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2002 - Present
A.G. Edwards May 1997 - May 2002
Merrill Lynch July 1992 - May 1997
Skills
Strategic Investment..., Estate Investment..., Retirement Planning, Financial Advisory, Investment Strategies, Asset Allocation, Investments, Equities, Fixed Income, Alternative Investments, Mutual Funds, Securities, Variable Annuities, Fixed Annuities, Life Insurance, Long Term Care Insurance, Disability Insurance
Education
University of South Carolina-Columbia 1988 — 1992
Bachelor of Science (B.S.) in Business Administration, Finance
Wells Fargo Advisors, LLC May 2002 - Present
A.G. Edwards May 1997 - May 2002
Merrill Lynch July 1992 - May 1997
Skills
Strategic Investment..., Estate Investment..., Retirement Planning, Financial Advisory, Investment Strategies, Asset Allocation, Investments, Equities, Fixed Income, Alternative Investments, Mutual Funds, Securities, Variable Annuities, Fixed Annuities, Life Insurance, Long Term Care Insurance, Disability Insurance
Education
University of South Carolina-Columbia 1988 — 1992
Bachelor of Science (B.S.) in Business Administration, Finance
Bobby Elrod's Merrill Lynch Experience
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Education
University of South Carolina-Columbia 1981 — 1985
Bachelor of Arts (B.A.)
Merrill Lynch
Education
University of South Carolina-Columbia 1981 — 1985
Bachelor of Arts (B.A.)
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank