Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Joanna Drake Joanna Drake's Merrill Lynch Experience September 1997 - August 2013
Job Executive Assistant at EnCap Investments L.P.
Industry Financial Services
Experience
EnCap Investments L.P. August 2013 - Present
Merrill Lynch September 1997 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, HTML, English, C
Education
University of Southern California 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
EnCap Investments L.P. August 2013 - Present
Merrill Lynch September 1997 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, HTML, English, C
Education
University of Southern California 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Kenneth Jung Kenneth Jung's Merrill Lynch Experience September 2008 - December 2008
Job Actuarial Analyst at Anthem
Industry Commercial Real Estate
Experience
Anthem January 2015 - Present
HealthCare Partners October 2014 - January 2015
Century 21 West Coast Brokers January 2010 - August 2014
Century 21 West Coast Brokers January 2010 - August 2014
Merrill Lynch September 2008 - December 2008
Ameriprise Financial Services, Inc. January 2008 - August 2008
Skills
Real Estate Acquisitions, Real Estate Finance, Property Management, Microsoft Office, Customer Service, Negotiation, Real Estate Economics
Education
University of Southern California 2007 — 2010
Bachelor of Science (BS), Business Administration
Anthem January 2015 - Present
HealthCare Partners October 2014 - January 2015
Century 21 West Coast Brokers January 2010 - August 2014
Century 21 West Coast Brokers January 2010 - August 2014
Merrill Lynch September 2008 - December 2008
Ameriprise Financial Services, Inc. January 2008 - August 2008
Skills
Real Estate Acquisitions, Real Estate Finance, Property Management, Microsoft Office, Customer Service, Negotiation, Real Estate Economics
Education
University of Southern California 2007 — 2010
Bachelor of Science (BS), Business Administration
Keith Mazur Keith Mazur's Merrill Lynch Experience August 1996 - December 1997
Job COO at Florida Design Consultants, Inc.
Industry Civil Engineering
Experience
Florida Design Consultants, Inc. November 1998 - Present
Merrill Lynch August 1996 - December 1997
Skills
Contract Management, Due Diligence, Budgets, Contract Negotiation, Construction, Financial Analysis, Real Estate, Strategic Planning, Real Estate Development, Project Planning, Risk Management, Negotiation, Feasibility Studies, Construction Management, Business Development, Entitlements, Team Building, Asset Management, Project Management, Land Development, Business Planning, Residential Homes, Process Scheduler
Education
University of South Florida 1993 — 1998
BS, Finance
Florida Design Consultants, Inc. November 1998 - Present
Merrill Lynch August 1996 - December 1997
Skills
Contract Management, Due Diligence, Budgets, Contract Negotiation, Construction, Financial Analysis, Real Estate, Strategic Planning, Real Estate Development, Project Planning, Risk Management, Negotiation, Feasibility Studies, Construction Management, Business Development, Entitlements, Team Building, Asset Management, Project Management, Land Development, Business Planning, Residential Homes, Process Scheduler
Education
University of South Florida 1993 — 1998
BS, Finance
Brandon See Brandon See's Merrill Lynch Experience August 2009 - December 2009
Job Financial Analyst
Industry Retail
Experience
Walmart January 2013 - Present
Nestle S.A. May 2010 - August 2010
Merrill Lynch August 2009 - December 2009
United States Congress May 2008 - July 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Leadership, Customer Service, Financial Analysis, Management, SQL, Tableau, Data Analytics, Essbase
Education
University of Southern California 2007 — 2010
Finance, General, Bachelor of Business Administration (B.B.A.)
Walmart January 2013 - Present
Nestle S.A. May 2010 - August 2010
Merrill Lynch August 2009 - December 2009
United States Congress May 2008 - July 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Leadership, Customer Service, Financial Analysis, Management, SQL, Tableau, Data Analytics, Essbase
Education
University of Southern California 2007 — 2010
Finance, General, Bachelor of Business Administration (B.B.A.)
Abdou Bouanani's Merrill Lynch Experience September 2010 - August 2011
Job Credit analyst at Tech Data
Industry Financial Services
Experience
Tech Data Corporation April 2014 - Present
Argana Oils April 2012 - Present
Citi October 2011 - November 2012
Merrill Lynch September 2010 - August 2011
Skills
Financial Analysis, Equity Trading, Wealth Management, Information Systems, Bloomberg, Technical Analysis, Options, Credit, Risk Management, Credit Risk
Education
University of South Florida - College of Business Administration 2006 — 2010
Bachelor of Arts (B.A.),, Banking, Corporate, Finance, and Securities Law, 3.65
University of South Florida - College of Business Administration 2006 — 2010
Bachelor's degree, Management Information Systems, General, 3.65
Tech Data Corporation April 2014 - Present
Argana Oils April 2012 - Present
Citi October 2011 - November 2012
Merrill Lynch September 2010 - August 2011
Skills
Financial Analysis, Equity Trading, Wealth Management, Information Systems, Bloomberg, Technical Analysis, Options, Credit, Risk Management, Credit Risk
Education
University of South Florida - College of Business Administration 2006 — 2010
Bachelor of Arts (B.A.),, Banking, Corporate, Finance, and Securities Law, 3.65
University of South Florida - College of Business Administration 2006 — 2010
Bachelor's degree, Management Information Systems, General, 3.65
Sonia Hua, MSG Sonia Hua, MSG's Merrill Lynch Experience August 2013 - October 2013
Job Gerontologist
Industry Hospitality
Experience
Langham Hospitality Group March 2014 - Present
Watermark Retirement Communities January 2015 - August 2015
Tiffany & Co. November 2013 - January 2014
Merrill Lynch August 2013 - October 2013
USC Davis School of Gerontology January 2013 - June 2013
The be.group September 2012 - December 2012
Skills
Laserfiche, Event Planning, Social Media, Public Speaking, Fundraising, Microsoft Excel, Microsoft Office, Facebook, Blogging, PowerPoint, Social Networking, Editing, Case Managment, Microsoft Word, Community Outreach, SPSS
Education
University of Southern California 2014 — 2015
Master of Science (MS), Gerontology
University of Southern California 2009 — 2013
Bachelor of Science (BS), Human Development and Aging, Gerontology
Mark Keppel High School 2005 — 2009
Langham Hospitality Group March 2014 - Present
Watermark Retirement Communities January 2015 - August 2015
Tiffany & Co. November 2013 - January 2014
Merrill Lynch August 2013 - October 2013
USC Davis School of Gerontology January 2013 - June 2013
The be.group September 2012 - December 2012
Skills
Laserfiche, Event Planning, Social Media, Public Speaking, Fundraising, Microsoft Excel, Microsoft Office, Facebook, Blogging, PowerPoint, Social Networking, Editing, Case Managment, Microsoft Word, Community Outreach, SPSS
Education
University of Southern California 2014 — 2015
Master of Science (MS), Gerontology
University of Southern California 2009 — 2013
Bachelor of Science (BS), Human Development and Aging, Gerontology
Mark Keppel High School 2005 — 2009
Jacque Loewy's Merrill Lynch Experience December 2014 - Present
Job Analyst at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch December 2014 - Present
Soapp January 2014 - July 2014
UBS Wealth Management January 2013 - July 2013
University of Southern California Annenberg School of Communications (Annenberg TV News) August 2011 - December 2012
USC Annenberg Student Services August 2011 - May 2012
Skills
Financial Analysis, Financial Planning, Financial Markets, Press Releases, Social Networking, Public Relations, Marketing, Social Media Marketing, Event Management, Blogging, Social Media, Video Production, Media Relations, Publicity, Final Cut Pro, Outstanding..., AP Style, Marketing Communications, Market Research, Advertising, Proofreading, Creative Writing, Journalism, Speech Writing, Report Writing, Integrated Marketing..., Digital Marketing, Public Speaking, Cision, SEO, Business Strategy, Business Analysis, Marketing Strategy, Legal Writing, Social Statistics, Multimedia, InDesign, Fundraising, Broadcast Journalism, Video Editing, Copywriting, Avid Newscutter, Integrated Marketing, Microsoft Word, WordPress, New Media, News Writing, Microsoft Office, PowerPoint, Microsoft Excel
Education
University of Southern California 2011 — 2014
Bachelor of Arts (B.A.), Public Relations/Image Management. Pre-Law, Alumni
Merrill Lynch December 2014 - Present
Soapp January 2014 - July 2014
UBS Wealth Management January 2013 - July 2013
University of Southern California Annenberg School of Communications (Annenberg TV News) August 2011 - December 2012
USC Annenberg Student Services August 2011 - May 2012
Skills
Financial Analysis, Financial Planning, Financial Markets, Press Releases, Social Networking, Public Relations, Marketing, Social Media Marketing, Event Management, Blogging, Social Media, Video Production, Media Relations, Publicity, Final Cut Pro, Outstanding..., AP Style, Marketing Communications, Market Research, Advertising, Proofreading, Creative Writing, Journalism, Speech Writing, Report Writing, Integrated Marketing..., Digital Marketing, Public Speaking, Cision, SEO, Business Strategy, Business Analysis, Marketing Strategy, Legal Writing, Social Statistics, Multimedia, InDesign, Fundraising, Broadcast Journalism, Video Editing, Copywriting, Avid Newscutter, Integrated Marketing, Microsoft Word, WordPress, New Media, News Writing, Microsoft Office, PowerPoint, Microsoft Excel
Education
University of Southern California 2011 — 2014
Bachelor of Arts (B.A.), Public Relations/Image Management. Pre-Law, Alumni
Christine Ko Christine Ko's Merrill Lynch Experience April 2011 - September 2011
Job Unit Manager at Altria
Industry Consumer Goods
Experience
Altria June 2015 - Present
Altria January 2015 - May 2015
Altria January 2013 - December 2014
Biomedix Inc. June 2012 - December 2012
USC Marshall School of Business September 2011 - December 2012
Merrill Lynch April 2011 - September 2011
Backlot Events March 2010 - June 2011
Mill Creek Academy July 2005 - August 2009
Skills
Microsoft Office, Adobe Acrobat, FileMaker, Customer Service, Sales, Event Planning, Marketing, QuickBooks, Research, Analysis, Accounting
Education
University of Southern California 2010 — 2012
Bachelor of Science (B.S.), Business Administration
Mission San Jose High School 2005 — 2009
Altria June 2015 - Present
Altria January 2015 - May 2015
Altria January 2013 - December 2014
Biomedix Inc. June 2012 - December 2012
USC Marshall School of Business September 2011 - December 2012
Merrill Lynch April 2011 - September 2011
Backlot Events March 2010 - June 2011
Mill Creek Academy July 2005 - August 2009
Skills
Microsoft Office, Adobe Acrobat, FileMaker, Customer Service, Sales, Event Planning, Marketing, QuickBooks, Research, Analysis, Accounting
Education
University of Southern California 2010 — 2012
Bachelor of Science (B.S.), Business Administration
Mission San Jose High School 2005 — 2009
Gioia McCarthy Gioia McCarthy's Merrill Lynch Experience November 2011 - Present
Job Director/ Regional Sales Manager Merrill Edge at Bank of America/Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2011 - Present
Wells Fargo Advisors, LLC January 2011 - December 2011
Wells Fargo Investments August 2008 - December 2010
Wells Fargo Bank 2006 - 2008
Wells Fargo Bank 2005 - 2006
Wells Fargo Bank 1998 - 2004
Skills
Strategy, Strategic Partnerships, Management, Leadership, Banking, Sales, Product Management, Marketing, Relationship Management, Financial Services, Marketing Strategy, Sales Management, Strategic Planning, Coaching, Recruiting, Program Management, Investments, Asset Management, Commercial Banking
Education
University of Southern California 1985 — 1989
BS, Business Administration/Entrepreneur Program
Merrill Lynch November 2011 - Present
Wells Fargo Advisors, LLC January 2011 - December 2011
Wells Fargo Investments August 2008 - December 2010
Wells Fargo Bank 2006 - 2008
Wells Fargo Bank 2005 - 2006
Wells Fargo Bank 1998 - 2004
Skills
Strategy, Strategic Partnerships, Management, Leadership, Banking, Sales, Product Management, Marketing, Relationship Management, Financial Services, Marketing Strategy, Sales Management, Strategic Planning, Coaching, Recruiting, Program Management, Investments, Asset Management, Commercial Banking
Education
University of Southern California 1985 — 1989
BS, Business Administration/Entrepreneur Program
Sean Seaton Sean Seaton's Merrill Lynch Experience May 2009 - October 2009
Job Registered Client Service Associate at Morgan Stanley
Industry Computer Networking
Experience
Morgan Stanley February 2014 - Present
Morgan Stanley December 2013 - February 2014
HSN June 2012 - October 2013
AT&T May 2011 - June 2012
SeaWorld Parks & Entertainment May 2009 - April 2011
Merrill Lynch May 2009 - October 2009
Skills
Microsoft Office, Java, C#, Hold Series 7
Education
University of South Florida - College of Business Administration 2008 — 2012
Bachelor of Science, Management of Information Systems
Morgan Stanley February 2014 - Present
Morgan Stanley December 2013 - February 2014
HSN June 2012 - October 2013
AT&T May 2011 - June 2012
SeaWorld Parks & Entertainment May 2009 - April 2011
Merrill Lynch May 2009 - October 2009
Skills
Microsoft Office, Java, C#, Hold Series 7
Education
University of South Florida - College of Business Administration 2008 — 2012
Bachelor of Science, Management of Information Systems
Jay West Jay West's Merrill Lynch Experience November 2010 - November 2012
Job Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2014 - Present
Merrill Edge/Bank of America May 2014 - August 2014
Merrill Edge/Merrill Edge November 2012 - May 2014
Merrill Lynch November 2010 - November 2012
Skills
Mutual Funds, Financial Services, Variable Annuities, Analysis, Pivot Tables, Microsoft Excel, Banking, Trading, Financial Analysis, Auditing, Fixed Annuities
Education
University of South Florida 2009 — 2011
Bachelor of Science (BS), Economics, Graduated
Fisher Investments September 2014 - Present
Merrill Edge/Bank of America May 2014 - August 2014
Merrill Edge/Merrill Edge November 2012 - May 2014
Merrill Lynch November 2010 - November 2012
Skills
Mutual Funds, Financial Services, Variable Annuities, Analysis, Pivot Tables, Microsoft Excel, Banking, Trading, Financial Analysis, Auditing, Fixed Annuities
Education
University of South Florida 2009 — 2011
Bachelor of Science (BS), Economics, Graduated
Erin D. Emnett's Merrill Lynch Experience August 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Education
University of South Florida-St. Petersburg Campus 2008 — 2010
Bachelor of Arts (BA), Finance and Economics
Merrill Lynch August 2013 - Present
Education
University of South Florida-St. Petersburg Campus 2008 — 2010
Bachelor of Arts (BA), Finance and Economics
Anthony Ritz Anthony Ritz's Merrill Lynch Experience May 2012 - November 2012
Job Process Specialist at PwC
Industry Financial Services
Experience
PwC December 2013 - Present
Fox Hollow Golf Course February 2006 - Present
Merrill Lynch May 2012 - November 2012
Skills
Corporate Finance, Financial Analysis, Managerial Finance, Customer Service, Customer Satisfaction, Customer Retention, Microsoft Office, Microsoft Excel, Marketing, Hospitality Industry, Personal Finance, Long-term Customer..., Public Speaking, Insurance, Strategic Planning, Statistics
Education
University of South Florida 2009 — 2013
Bachelor's degree, Finance
PwC December 2013 - Present
Fox Hollow Golf Course February 2006 - Present
Merrill Lynch May 2012 - November 2012
Skills
Corporate Finance, Financial Analysis, Managerial Finance, Customer Service, Customer Satisfaction, Customer Retention, Microsoft Office, Microsoft Excel, Marketing, Hospitality Industry, Personal Finance, Long-term Customer..., Public Speaking, Insurance, Strategic Planning, Statistics
Education
University of South Florida 2009 — 2013
Bachelor's degree, Finance
Alexandra Tansing Alexandra Tansing's Merrill Lynch Experience January 2008 - December 2008
Job Graphic Design and Illustration
Industry Graphic Design
Experience
Spectral Fox, Inc January 2013 - Present
Soma Intimates September 2010 - October 2011
Merrill Lynch January 2008 - December 2008
Skills
Advertising, Illustrator, Photoshop, Web Design, Social Media, Marketing, Sales, Customer Service, Merchandising, Retail, Visual Merchandising, Microsoft Office, Store Management
Education
University of South Florida
Bachelor of Science (B.S.), Marketing
Spectral Fox, Inc January 2013 - Present
Soma Intimates September 2010 - October 2011
Merrill Lynch January 2008 - December 2008
Skills
Advertising, Illustrator, Photoshop, Web Design, Social Media, Marketing, Sales, Customer Service, Merchandising, Retail, Visual Merchandising, Microsoft Office, Store Management
Education
University of South Florida
Bachelor of Science (B.S.), Marketing
Ada Del Rosso Ada Del Rosso's Merrill Lynch Experience January 2010 - April 2010
Job Manager, FP&A at Apttus
Industry Information Technology and Services
Experience
Apttus June 2015 - Present
Apttus April 2014 - June 2015
NetApp July 2013 - March 2014
NetApp August 2011 - July 2013
University of Southern California September 2010 - May 2011
Mr Youth January 2010 - May 2011
Apple Inc. May 2010 - August 2010
Merrill Lynch January 2010 - April 2010
Nordstrom January 2007 - August 2008
Skills
Financial Analysis, Market Research, PowerPoint, Analysis, Public Speaking, Budgets, Budgeting, Event Management, Forecasting, Hyperion Planning, Valuation, QuickBooks, Finance, Start-ups
Education
University of Southern California 2007 — 2011
BS, Business (Finance and Sales) and Psychology
University of Southern California - Marshall School of Business 2007 — 2011
BUAD, Finance, Sales Strategy, Psychology
St. Francis 2003 — 2007
Apttus June 2015 - Present
Apttus April 2014 - June 2015
NetApp July 2013 - March 2014
NetApp August 2011 - July 2013
University of Southern California September 2010 - May 2011
Mr Youth January 2010 - May 2011
Apple Inc. May 2010 - August 2010
Merrill Lynch January 2010 - April 2010
Nordstrom January 2007 - August 2008
Skills
Financial Analysis, Market Research, PowerPoint, Analysis, Public Speaking, Budgets, Budgeting, Event Management, Forecasting, Hyperion Planning, Valuation, QuickBooks, Finance, Start-ups
Education
University of Southern California 2007 — 2011
BS, Business (Finance and Sales) and Psychology
University of Southern California - Marshall School of Business 2007 — 2011
BUAD, Finance, Sales Strategy, Psychology
St. Francis 2003 — 2007
Jason Stoss Jason Stoss's Merrill Lynch Experience November 2006 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2006 - Present
Skills
401k, Banking, Asset Allocation, Financial Analysis, Estate Planning, Bonds, Financial Modeling, Investments, Insurance, Mortgage Lending, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Sales, Series 63, Series 7, Strategic Financial..., Strategic Planning, Wealth Management
Education
University of South Florida 1998 — 2003
River Ridge High School 1995 — 1998
Merrill Lynch November 2006 - Present
Skills
401k, Banking, Asset Allocation, Financial Analysis, Estate Planning, Bonds, Financial Modeling, Investments, Insurance, Mortgage Lending, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Sales, Series 63, Series 7, Strategic Financial..., Strategic Planning, Wealth Management
Education
University of South Florida 1998 — 2003
River Ridge High School 1995 — 1998
Elizabeth L. Zimmer's Merrill Lynch Experience June 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Merrill Lynch February 2013 - Present
Entrepreneur 2000 - February 2013
California Institute of Technology October 2010 - June 2012
Skills
Event Planning, Management, Business Planning, Social Media, Positive Can-do Attitude, Public Speaking, Time Management, Customer Service, Social Networking, Public Relations, Close Attention to..., Hosting Events, Negotiation, Sales, Finance
Education
University of Southern California
Bachelor's degree, Communication
Merrill Lynch June 2015 - Present
Merrill Lynch February 2013 - Present
Entrepreneur 2000 - February 2013
California Institute of Technology October 2010 - June 2012
Skills
Event Planning, Management, Business Planning, Social Media, Positive Can-do Attitude, Public Speaking, Time Management, Customer Service, Social Networking, Public Relations, Close Attention to..., Hosting Events, Negotiation, Sales, Finance
Education
University of Southern California
Bachelor's degree, Communication
Greg Porter Greg Porter's Merrill Lynch Experience June 2002 - April 2009
Job Managing Director at MCFive Mile
Industry Real Estate
Experience
MC-Five Mile August 2014 - Present
CT California Fund VII June 2011 - Present
Starlight Capital Advisors February 2009 - December 2014
First Carlsbad Mortgage October 2009 - August 2014
Merrill Lynch June 2002 - April 2009
Bear Stearns November 1997 - June 2002
Arthur Andersen 1995 - 1997
Bristol Realty Counselors 1993 - 1995
Skills
Real Estate Finance, Loan Origination, Mortgage Lending, Real Estate, Mezzanine, Clean Energy Finance, Financial Structuring, Real Estate Economics, Refinance, Due Diligence, Commercial Mortgages, Portfolio Management, Investments, Finance, Underwriting, Loans, Commercial Real Estate, FHA, Investors
Education
University of Southern California 1989 — 1993
BS
MC-Five Mile August 2014 - Present
CT California Fund VII June 2011 - Present
Starlight Capital Advisors February 2009 - December 2014
First Carlsbad Mortgage October 2009 - August 2014
Merrill Lynch June 2002 - April 2009
Bear Stearns November 1997 - June 2002
Arthur Andersen 1995 - 1997
Bristol Realty Counselors 1993 - 1995
Skills
Real Estate Finance, Loan Origination, Mortgage Lending, Real Estate, Mezzanine, Clean Energy Finance, Financial Structuring, Real Estate Economics, Refinance, Due Diligence, Commercial Mortgages, Portfolio Management, Investments, Finance, Underwriting, Loans, Commercial Real Estate, FHA, Investors
Education
University of Southern California 1989 — 1993
BS
Susy Xu Susy Xu's Merrill Lynch Experience January 2009 - May 2009
Job Business Valuation Analyst at Stout Risius Ross
Industry Financial Services
Experience
Stout Risius Ross January 2014 - Present
Ernst & Young September 2011 - December 2013
China Central Television May 2009 - July 2009
Merrill Lynch January 2009 - May 2009
AIA June 2008 - August 2008
Skills
External Audit, US GAAP, Financial Accounting, CPA, SOX 404, Sarbanes-Oxley Act, Internal Controls
Education
University of Southern California 2007 — 2011
Bachelor of Science (BS), Accounting
Stout Risius Ross January 2014 - Present
Ernst & Young September 2011 - December 2013
China Central Television May 2009 - July 2009
Merrill Lynch January 2009 - May 2009
AIA June 2008 - August 2008
Skills
External Audit, US GAAP, Financial Accounting, CPA, SOX 404, Sarbanes-Oxley Act, Internal Controls
Education
University of Southern California 2007 — 2011
Bachelor of Science (BS), Accounting
Dijon Morrisette Dijon Morrisette's Merrill Lynch Experience November 2010 - February 2013
Job Associate at Academy Securities
Industry Financial Services
Experience
Academy Securities April 2014 - Present
Merrill Edge February 2013 - September 2013
Merrill Lynch November 2010 - February 2013
Skills
Bloomberg, Financial Modeling, Financial Analysis, Investments, Equities, Valuation, Investment Banking, Corporate Finance, Portfolio Management, Derivatives, Capital Markets, Equity Research
Education
University of Southern California 2008 — 2012
Bachelor, Business
University of Southern California - Marshall School of Business 2008 — 2012
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Academy Securities April 2014 - Present
Merrill Edge February 2013 - September 2013
Merrill Lynch November 2010 - February 2013
Skills
Bloomberg, Financial Modeling, Financial Analysis, Investments, Equities, Valuation, Investment Banking, Corporate Finance, Portfolio Management, Derivatives, Capital Markets, Equity Research
Education
University of Southern California 2008 — 2012
Bachelor, Business
University of Southern California - Marshall School of Business 2008 — 2012
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Vivian Huang Vivian Huang's Merrill Lynch Experience June 2013 - August 2013
Job Investment Banking Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Colony Capital February 2015 - May 2015
Colony Capital June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Skills
Public Speaking, PowerPoint, Microsoft Excel, Financial Analysis, Valuation, Financial Modeling, Business Strategy
Education
University of Southern California 2012 — 2015
Bachelor of Science (B.S.), Business Administration
Lowell High School 2008 — 2012
Bank of America Merrill Lynch June 2015 - Present
Colony Capital February 2015 - May 2015
Colony Capital June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Skills
Public Speaking, PowerPoint, Microsoft Excel, Financial Analysis, Valuation, Financial Modeling, Business Strategy
Education
University of Southern California 2012 — 2015
Bachelor of Science (B.S.), Business Administration
Lowell High School 2008 — 2012
Anastasia Zarov Anastasia Zarov's Merrill Lynch Experience May 2005 - Present
Job Vice President, Client Relationship Manager at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch May 2005 - Present
Education
University of Southern California
Bachelor's degree, Psychology/Business Administration
Merrill Lynch May 2005 - Present
Education
University of Southern California
Bachelor's degree, Psychology/Business Administration
Hung Luu Hung Luu's Merrill Lynch Experience 2008 - August 2010
Job Product Manager at Pac12 Digital
Industry Computer Software
Experience
Pac-12 Networks November 2013 - Present
Scoutmore September 2012 - November 2013
Cisco Systems July 2010 - September 2012
Merrill Lynch 2008 - August 2010
Amgen May 2007 - August 2007
USBX September 2006 - May 2007
Bank of America May 2006 - August 2006
Wedbush Morgan Securities January 2006 - May 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Venture Capital, Private Equity, Due Diligence, M&A experience, Investments, Corporate Development, Equities, Mergers, Business Valuation, IPO, Business Strategy, Ruby on Rails, Mergers & Acquisitions, Entrepreneurship, jQuery, HTML, CSS, SASS, MySQL, Amazon EC2, Ruby, Finance, Acquisitions, Product Management, Product Development
Education
University of Southern California 2004 — 2008
B.S, Business Administration, Biotechnology
Crawford High School 2000 — 2004
Pac-12 Networks November 2013 - Present
Scoutmore September 2012 - November 2013
Cisco Systems July 2010 - September 2012
Merrill Lynch 2008 - August 2010
Amgen May 2007 - August 2007
USBX September 2006 - May 2007
Bank of America May 2006 - August 2006
Wedbush Morgan Securities January 2006 - May 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Venture Capital, Private Equity, Due Diligence, M&A experience, Investments, Corporate Development, Equities, Mergers, Business Valuation, IPO, Business Strategy, Ruby on Rails, Mergers & Acquisitions, Entrepreneurship, jQuery, HTML, CSS, SASS, MySQL, Amazon EC2, Ruby, Finance, Acquisitions, Product Management, Product Development
Education
University of Southern California 2004 — 2008
B.S, Business Administration, Biotechnology
Crawford High School 2000 — 2004
Jim Gruett's Merrill Lynch Experience May 1993 - August 2001
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2010 - Present
Morgan Stanley Smith Barney September 2001 - May 2009
Merrill Lynch May 1993 - August 2001
Skills
Comprehensive Wealth..., Retirement Income..., 401k Rollovers, Insurance Review, Wealth Management..., Retirement, Wealth Management, Finance, Insurance, Investments, Portfolio Management, Customer Service, Strategic Planning, Retirement Planning, Leadership, Mutual Funds, Series 7, Financial Analysis, Team Building, Credit, Asset Allocation
Education
University of South Florida - College of Business Administration 1984 — 1989
BS, Business, Marketing
Wells Fargo Advisors, LLC February 2010 - Present
Morgan Stanley Smith Barney September 2001 - May 2009
Merrill Lynch May 1993 - August 2001
Skills
Comprehensive Wealth..., Retirement Income..., 401k Rollovers, Insurance Review, Wealth Management..., Retirement, Wealth Management, Finance, Insurance, Investments, Portfolio Management, Customer Service, Strategic Planning, Retirement Planning, Leadership, Mutual Funds, Series 7, Financial Analysis, Team Building, Credit, Asset Allocation
Education
University of South Florida - College of Business Administration 1984 — 1989
BS, Business, Marketing
Palmer Ogden's Merrill Lynch Experience October 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
Skills
Wealth Management, Retirement Planning, Series 7, Asset Allocation, Investment Advisory, Series 63, Mutual Funds, Uniform Combined State..., Retirement, Investment Strategies, Financial Advisory, Securities, Investments, Strategic Financial..., Alternative Investments, Estate Planning, Equities, Wealth Management..., Portfolio Management, IRAs, Series 65, 401k Rollovers
Education
University of South Florida 2000 — 2005
Bachelor of Arts (B.A.), Finance and Marketing
International Baccalaureate program at Hillsborough High School 1996 — 2000
Merrill Lynch October 2007 - Present
Skills
Wealth Management, Retirement Planning, Series 7, Asset Allocation, Investment Advisory, Series 63, Mutual Funds, Uniform Combined State..., Retirement, Investment Strategies, Financial Advisory, Securities, Investments, Strategic Financial..., Alternative Investments, Estate Planning, Equities, Wealth Management..., Portfolio Management, IRAs, Series 65, 401k Rollovers
Education
University of South Florida 2000 — 2005
Bachelor of Arts (B.A.), Finance and Marketing
International Baccalaureate program at Hillsborough High School 1996 — 2000
AJ Puziol's Merrill Lynch Experience May 2011 - August 2011
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
Wells Fargo Advisors May 2013 - May 2014
PwC June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, Accounting, Financial Reporting, Financial Accounting, Auditing, Investments, Economics, Portfolio Management, Internal Controls
Education
University of Southern California 2009 — 2013
Bachelor of Science, Business Administration & Accounting
PwC September 2014 - Present
Wells Fargo Advisors May 2013 - May 2014
PwC June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, Accounting, Financial Reporting, Financial Accounting, Auditing, Investments, Economics, Portfolio Management, Internal Controls
Education
University of Southern California 2009 — 2013
Bachelor of Science, Business Administration & Accounting
Danielle Christensen Danielle Christensen's Merrill Lynch Experience August 2008 - December 2008
Job Nurse Apprentice at BayCare Health System
Industry Hospital & Health Care
Experience
BayCare Health System August 2012 - Present
Hillsborough Community College - Nursing January 2012 - Present
Morgan Stanley Smith Barney February 2009 - January 2012
Premier Realty Advisors June 2006 - February 2009
Merrill Lynch August 2008 - December 2008
Lifestyles Realtors January 2006 - June 2006
Skills
Retirement Planning, Strategic Financial...
Education
University of South Florida
Bachelors, Public Relations
Hillsborough Community College 2012 — 2013
Nursing - RN
Brandon Highschool
BayCare Health System August 2012 - Present
Hillsborough Community College - Nursing January 2012 - Present
Morgan Stanley Smith Barney February 2009 - January 2012
Premier Realty Advisors June 2006 - February 2009
Merrill Lynch August 2008 - December 2008
Lifestyles Realtors January 2006 - June 2006
Skills
Retirement Planning, Strategic Financial...
Education
University of South Florida
Bachelors, Public Relations
Hillsborough Community College 2012 — 2013
Nursing - RN
Brandon Highschool
Heather Blubaugh-Jefferson Heather Blubaugh-Jefferson's Merrill Lynch Experience September 2000 - Present
Job Certified Financial Planner at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2000 - Present
A.G. Edwards & Sons, Inc. 1997 - 2000
Publix Supermarkets 1990 - 1996
Skills
Retirement Planning, Estate Planning, Financial Planning, Strategic Financial..., Marketing, Wealth Management, Investment Advisory, Retirement, Series 63, Finance, Mutual Funds, Investments, Series 7, Asset Allocation, Financial Advisory, Investment Strategies, Wealth Management..., Wealth, 401k
Education
University of South Florida - College of Business Administration
Bachelor of Science, Marketing
Merrill Lynch September 2000 - Present
A.G. Edwards & Sons, Inc. 1997 - 2000
Publix Supermarkets 1990 - 1996
Skills
Retirement Planning, Estate Planning, Financial Planning, Strategic Financial..., Marketing, Wealth Management, Investment Advisory, Retirement, Series 63, Finance, Mutual Funds, Investments, Series 7, Asset Allocation, Financial Advisory, Investment Strategies, Wealth Management..., Wealth, 401k
Education
University of South Florida - College of Business Administration
Bachelor of Science, Marketing
Andrew Cappello Andrew Cappello's Merrill Lynch Experience July 2012 - Present
Job Managing Director at Merrill Lynch, Pierce, Fenner & Smith, Inc
Industry Financial Services
Experience
Merrill Lynch July 2012 - Present
Smith Barney October 1983 - July 2012
Education
University of South Florida 1974 — 1979
Bachelors Degree, Business Administration
Merrill Lynch July 2012 - Present
Smith Barney October 1983 - July 2012
Education
University of South Florida 1974 — 1979
Bachelors Degree, Business Administration
Winnie Hui's Merrill Lynch Experience June 2012 - November 2012
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Disney ABC Television Group September 2013 - December 2013
Singpoli June 2013 - August 2013
Merrill Lynch June 2012 - November 2012
Education
University of Southern California 2011 — 2014
Bachelor of Science, Major: Business Administration, Minor: Real Estate Development
Arcadia High School 2007 — 2011
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Disney ABC Television Group September 2013 - December 2013
Singpoli June 2013 - August 2013
Merrill Lynch June 2012 - November 2012
Education
University of Southern California 2011 — 2014
Bachelor of Science, Major: Business Administration, Minor: Real Estate Development
Arcadia High School 2007 — 2011
Emilio Coppin Emilio Coppin's Merrill Lynch Experience June 2012 - September 2014
Job VicePresident Investment Counselor
Industry Financial Services
Experience
Citi September 2014 - Present
Merrill Lynch June 2012 - September 2014
Merrill Lynch October 2007 - June 2012
Citi August 2005 - October 2007
Skills
International Banking..., Wealth Management, Investment Advisory, Series 7, series 63, Series 66, Superior Research Skills, Excellent time..., Highly Organized &..., strong team building..., Uniform Combined State..., Equities, Securities, Series 63, Finance, Mutual Funds, Investments, Banking, Due Diligence, Financial Services, Fixed Income, Portfolio Management, Bloomberg
Education
University of South Florida
Bachelor of Arts (BA), International Relations and Affairs
Citi September 2014 - Present
Merrill Lynch June 2012 - September 2014
Merrill Lynch October 2007 - June 2012
Citi August 2005 - October 2007
Skills
International Banking..., Wealth Management, Investment Advisory, Series 7, series 63, Series 66, Superior Research Skills, Excellent time..., Highly Organized &..., strong team building..., Uniform Combined State..., Equities, Securities, Series 63, Finance, Mutual Funds, Investments, Banking, Due Diligence, Financial Services, Fixed Income, Portfolio Management, Bloomberg
Education
University of South Florida
Bachelor of Arts (BA), International Relations and Affairs
Jill Gilliland's Merrill Lynch Experience August 1983 - May 1985
Job President & CEO, Melnic Consulting Group National Healthcare Recruitment Marketing and Education Firm
Industry Staffing and Recruiting
Experience
Melnic Consulting Group October 2004 - Present
Faith Christian Academy August 1998 - May 2005
Merrill Lynch August 1983 - May 1985
Merrill Lynch July 1983 - May 1985
Skills
Healthcare, Hospitals, Nursing, Leadership, Entrepreneurship, Recruiting, Marketing Strategy, Healthcare Consulting, Informatics, Pediatrics, Clinical Research, Public Speaking, Critical Care, Nurse Recruitment, Physicians, Medicine, Strategic Planning, Strategy, Start-ups, Healthcare Management, Leadership Development, Pediatric Nursing..., Managed Care, Marketing, Research, Business Development, Sales Strategy, Web 2.0 Marketing..., Children's Hospital..., Advance Practice..., Management, Human Resources, Coaching, CRM, Consulting, Healthcare Industry, Salesforce.com, Temporary Placement, Business Strategy, Sales
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Masters Business Administration
University of Southern California 1980 — 1983
BS, Business Administration
Melnic Consulting Group October 2004 - Present
Faith Christian Academy August 1998 - May 2005
Merrill Lynch August 1983 - May 1985
Merrill Lynch July 1983 - May 1985
Skills
Healthcare, Hospitals, Nursing, Leadership, Entrepreneurship, Recruiting, Marketing Strategy, Healthcare Consulting, Informatics, Pediatrics, Clinical Research, Public Speaking, Critical Care, Nurse Recruitment, Physicians, Medicine, Strategic Planning, Strategy, Start-ups, Healthcare Management, Leadership Development, Pediatric Nursing..., Managed Care, Marketing, Research, Business Development, Sales Strategy, Web 2.0 Marketing..., Children's Hospital..., Advance Practice..., Management, Human Resources, Coaching, CRM, Consulting, Healthcare Industry, Salesforce.com, Temporary Placement, Business Strategy, Sales
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Masters Business Administration
University of Southern California 1980 — 1983
BS, Business Administration
Scott B. Snyder Scott B. Snyder's Merrill Lynch Experience January 2003 - September 2003
Job ABCP Trader Securitization at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ June 2012 - Present
Morgan Stanley October 2006 - June 2012
The Depository Trust & Clearing Corporation January 2005 - October 2006
Merrill Lynch January 2003 - September 2003
Skills
Fixed Income, Bloomberg, Trading, Investment Banking, Series 7, Bonds, Equity Derivatives, Credit, Bloomberg Terminal, Wealth Management, Banking, Securitization, Money Market, Risk Management, Series 63
Education
University of South Florida 2000 — 2004
Bachelor of Science, Finance
Bank of Tokyo-Mitsubishi UFJ June 2012 - Present
Morgan Stanley October 2006 - June 2012
The Depository Trust & Clearing Corporation January 2005 - October 2006
Merrill Lynch January 2003 - September 2003
Skills
Fixed Income, Bloomberg, Trading, Investment Banking, Series 7, Bonds, Equity Derivatives, Credit, Bloomberg Terminal, Wealth Management, Banking, Securitization, Money Market, Risk Management, Series 63
Education
University of South Florida 2000 — 2004
Bachelor of Science, Finance
LeAnne Bennett LeAnne Bennett's Merrill Lynch Experience August 2005 - August 2008
Job
Industry Professional Training & Coaching
Experience
JPMorgan Chase & Co September 2015 - Present
JPMorgan Chase & Co. July 2013 - Present
J.P. Morgan November 2011 - June 2013
Credit Suisse September 2008 - November 2011
Merrill Lynch August 2005 - August 2008
Citigroup April 2005 - August 2005
JPMorganChase 1997 - 2005
Skills
Organizational..., Talent Management, Leadership Development, 360 Feedback, Organizational..., Leadership, Strategy, Employee Engagement, Human Resources, Performance Management, Executive Coaching, Management, Management Consulting, Workforce Planning, Team Building, Succession Planning, Business Strategy, Career Development, Organizational Design, Program Management, Onboarding, Culture Change, Learning Management, Workshop Facilitation
Education
University of South Florida 1992 — 1999
Ph.D., Psychology
JPMorgan Chase & Co September 2015 - Present
JPMorgan Chase & Co. July 2013 - Present
J.P. Morgan November 2011 - June 2013
Credit Suisse September 2008 - November 2011
Merrill Lynch August 2005 - August 2008
Citigroup April 2005 - August 2005
JPMorganChase 1997 - 2005
Skills
Organizational..., Talent Management, Leadership Development, 360 Feedback, Organizational..., Leadership, Strategy, Employee Engagement, Human Resources, Performance Management, Executive Coaching, Management, Management Consulting, Workforce Planning, Team Building, Succession Planning, Business Strategy, Career Development, Organizational Design, Program Management, Onboarding, Culture Change, Learning Management, Workshop Facilitation
Education
University of South Florida 1992 — 1999
Ph.D., Psychology
Corinne Wolthuis Corinne Wolthuis's Merrill Lynch Experience September 2013 - 2015
Job Vice President Premier Banker SunTrust
Industry Banking
Experience
SunTrust March 2015 - Present
Merrill Lynch September 2013 - 2015
Bank of America May 2004 - 2013
Best Buy October 2001 - May 2004
The Home Depot April 1998 - August 2000
FedEx Kinko's January 1990 - April 1998
Skills
Loans, Banking, Credit, Retail Banking, Consumer Lending, Mortgage Lending, Small Business Lending, Sales, Leadership, Business Development, Recruiting, Lines Of Credit, Coaching, Cross Selling, Branch Management, Branch Banking, Relationship Management, Risk Management, Series 63, AML, Team Management, Operational Risk, Home Equity Lines of...
Education
University of South Florida 1986 — 1990
Bachelor of Arts (B.A.), Criminal Justice/Police Science
Villanova University
Six Sigma Green Belt, Six Sigma
SunTrust March 2015 - Present
Merrill Lynch September 2013 - 2015
Bank of America May 2004 - 2013
Best Buy October 2001 - May 2004
The Home Depot April 1998 - August 2000
FedEx Kinko's January 1990 - April 1998
Skills
Loans, Banking, Credit, Retail Banking, Consumer Lending, Mortgage Lending, Small Business Lending, Sales, Leadership, Business Development, Recruiting, Lines Of Credit, Coaching, Cross Selling, Branch Management, Branch Banking, Relationship Management, Risk Management, Series 63, AML, Team Management, Operational Risk, Home Equity Lines of...
Education
University of South Florida 1986 — 1990
Bachelor of Arts (B.A.), Criminal Justice/Police Science
Villanova University
Six Sigma Green Belt, Six Sigma
James Wellman James Wellman's Merrill Lynch Experience April 2013 - April 2015
Job Investment Consultant at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2015 - Present
Merrill Lynch April 2013 - April 2015
GMF Industries, Inc. May 2009 - March 2013
TeleCommunication Systems Inc May 2008 - January 2009
US Navy November 2001 - October 2007
Skills
Project Management, Electronics, Line of Sight..., Satellite Communications, Close Attention to..., RF Hardware, Digital Electronics, Component Level..., Detail oriented, Management, Troubleshooting, Navy, Series 7
Education
University of South Florida 2010 — 2012
Bachelor of Science (BS), Management
USN Service School Command 2002 — 2003
Merrill Edge April 2015 - Present
Merrill Lynch April 2013 - April 2015
GMF Industries, Inc. May 2009 - March 2013
TeleCommunication Systems Inc May 2008 - January 2009
US Navy November 2001 - October 2007
Skills
Project Management, Electronics, Line of Sight..., Satellite Communications, Close Attention to..., RF Hardware, Digital Electronics, Component Level..., Detail oriented, Management, Troubleshooting, Navy, Series 7
Education
University of South Florida 2010 — 2012
Bachelor of Science (BS), Management
USN Service School Command 2002 — 2003
Donald Gauthier Donald Gauthier's Merrill Lynch Experience 2007 - 2009
Job AVP Global Technology, Deutsche Bank / Awards Director Florida ESGR / Senior Vice President For Their Honor
Industry Investment Banking
Experience
For Their Honor, Inc. October 2014 - Present
Deutsche Bank December 2012 - Present
Deutsche Bank 2009 - December 2012
Merrill Lynch 2007 - 2009
Merrill Lynch 2004 - 2007
Merrill Lynch 2002 - 2004
Merrill Lynch 1999 - 2002
Skills
Banking, Finance, Program Management, Financial Analysis, Accounting, Mergers & Acquisitions, Portfolio Management, Securities, Investment Banking, Financial Services, Customer Service, Vendor Management, Fixed Income, Microsoft Office, Team Leadership, Trading
Education
ITIL Foundations
Lean Accreditation
Series 7 securities license
Six Sigma Green Belt
University of South Florida
Bachelor of Arts (B.A.), Psychology
For Their Honor, Inc. October 2014 - Present
Deutsche Bank December 2012 - Present
Deutsche Bank 2009 - December 2012
Merrill Lynch 2007 - 2009
Merrill Lynch 2004 - 2007
Merrill Lynch 2002 - 2004
Merrill Lynch 1999 - 2002
Skills
Banking, Finance, Program Management, Financial Analysis, Accounting, Mergers & Acquisitions, Portfolio Management, Securities, Investment Banking, Financial Services, Customer Service, Vendor Management, Fixed Income, Microsoft Office, Team Leadership, Trading
Education
ITIL Foundations
Lean Accreditation
Series 7 securities license
Six Sigma Green Belt
University of South Florida
Bachelor of Arts (B.A.), Psychology
Kenneth Stanley, CFA Kenneth Stanley, CFA's Merrill Lynch Experience September 1996 - January 1998
Job Senior Vice President & Portfolio Manager at Raymond James Trust
Industry Investment Management
Experience
Raymond James Financial, Inc. March 2015 - Present
BB&T October 2008 - March 2015
SunTrust Bank September 1998 - September 2008
First Union Securities January 1998 - August 1998
Merrill Lynch September 1996 - January 1998
J.B. Hanauer & Company June 1994 - August 1996
MetLife February 1992 - June 1994
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Alternative Investments, Accounting, Wealth Management, Wealth Management..., Investment Management, Asset Managment, Investment Advisory, High Net Worth..., Investment Strategies
Education
University of South Florida - College of Business Administration 1984 — 1991
Master & BS, Accounting
Raymond James Financial, Inc. March 2015 - Present
BB&T October 2008 - March 2015
SunTrust Bank September 1998 - September 2008
First Union Securities January 1998 - August 1998
Merrill Lynch September 1996 - January 1998
J.B. Hanauer & Company June 1994 - August 1996
MetLife February 1992 - June 1994
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Alternative Investments, Accounting, Wealth Management, Wealth Management..., Investment Management, Asset Managment, Investment Advisory, High Net Worth..., Investment Strategies
Education
University of South Florida - College of Business Administration 1984 — 1991
Master & BS, Accounting
Brook Van Muijen Brook Van Muijen's Merrill Lynch Experience June 2010 - September 2010
Job KalpTree Energy
Industry Oil & Energy
Experience
KalpTree Energy March 2013 - Present
Global Innovation Exchange February 2013 - May 2013
i-GATE Innovation Hub August 2012 - April 2013
Keiretsu Forum Entrepreneur Academy November 2012 - March 2013
MWW Group June 2011 - August 2012
Proteus Environmental Technologies May 2010 - May 2011
The Kairos Society June 2010 - March 2011
Merrill Lynch June 2010 - September 2010
Sindee Levin Esq. June 2009 - June 2010
University of Southern California August 2008 - June 2009
Education
University of Southern California 2007 — 2011
BA, Political Science
Monte Vista High School 2003 — 2007
KalpTree Energy March 2013 - Present
Global Innovation Exchange February 2013 - May 2013
i-GATE Innovation Hub August 2012 - April 2013
Keiretsu Forum Entrepreneur Academy November 2012 - March 2013
MWW Group June 2011 - August 2012
Proteus Environmental Technologies May 2010 - May 2011
The Kairos Society June 2010 - March 2011
Merrill Lynch June 2010 - September 2010
Sindee Levin Esq. June 2009 - June 2010
University of Southern California August 2008 - June 2009
Education
University of Southern California 2007 — 2011
BA, Political Science
Monte Vista High School 2003 — 2007
Carlos Salmon Carlos Salmon's Merrill Lynch Experience September 2012 - Present
Job Financial Advisor at Merrill Lynch | Speaker | Tennis Professional
Industry Financial Services
Experience
Merrill Lynch September 2012 - Present
Carla's Supermarket November 2011 - September 2012
MF Global September 2011 - November 2011
Merrill Lynch September 2010 - September 2011
Southampton Bath & Tennis 2010 - 2010
Skills
Finance, Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Asset Management, Investment Strategies, Portfolio Management, Financial Planning, Bloomberg, Mutual Funds, Financial Advisory, Estate Planning, Uniform Combined State..., Management, Microsoft Office, Wealth Preservation..., Wealth Accumulation..., Tennis, Succession Planning, Financial Analysis, Business Succession..., Private Tennis Lessons, Tennis Coach, Cardio Tennis, series 66, Tax Efficient Wealth...
Education
Wake Forest University 2007 — 2010
Bachelor of Arts, Communication/Economics
University of Southern California 2005 — 2007
Finance
Merrill Lynch September 2012 - Present
Carla's Supermarket November 2011 - September 2012
MF Global September 2011 - November 2011
Merrill Lynch September 2010 - September 2011
Southampton Bath & Tennis 2010 - 2010
Skills
Finance, Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Asset Management, Investment Strategies, Portfolio Management, Financial Planning, Bloomberg, Mutual Funds, Financial Advisory, Estate Planning, Uniform Combined State..., Management, Microsoft Office, Wealth Preservation..., Wealth Accumulation..., Tennis, Succession Planning, Financial Analysis, Business Succession..., Private Tennis Lessons, Tennis Coach, Cardio Tennis, series 66, Tax Efficient Wealth...
Education
Wake Forest University 2007 — 2010
Bachelor of Arts, Communication/Economics
University of Southern California 2005 — 2007
Finance
Russell S Gorman Russell S Gorman's Merrill Lynch Experience March 2003 - March 2004
Job Founder & Managing Director Gorman Capital Strategies, LLC
Industry Financial Services
Experience
Gorman Capital Strategies LLC 2004 - Present
Alliance of M&A Advisors_The Mid Market Alliance, LLC January 2014 - January 2015
City National Bank January 2011 - March 2013
Hunter Wise Financial Group, LLC December 2009 - January 2011
Merrill Lynch March 2003 - March 2004
Moody's Investors Service April 2001 - March 2003
Société Générale 1996 - 2000
The Bank of New York 1994 - 1996
Barclays Capital April 1986 - March 1994
Metrobank N.A. April 1983 - March 1986
Skills
Investment Banking, Valuation, High Yield, Corporate Finance, Private Equity, Mergers, Equities, Capital Markets, Structured Finance, Financial Modeling, Due Diligence, Credit Analysis, Investments, Financial Structuring, Alternative Investments, Mergers & Acquisitions, Portfolio Management, Finance, Derivatives, Fixed Income, Banking, Credit Risk, Venture Capital, Credit, Leveraged Finance, Commercial Banking, Loans, Structured Products, Securities, Bonds, Project Finance, Commercial Lending, Trading, Financial Advisory, Hedge Funds, Asset Management, Financial Services, Asset Based Lending, IPO, Treasury Management, Syndications
Education
University of Southern California - Marshall School of Business 1985 — 1988
MBA, Corporate Finance
University of Southern California 1975 — 1979
Bachelor of Arts (B.A) History & Economics, Banking, Corporate, Finance, and Securities Law
Gorman Capital Strategies LLC 2004 - Present
Alliance of M&A Advisors_The Mid Market Alliance, LLC January 2014 - January 2015
City National Bank January 2011 - March 2013
Hunter Wise Financial Group, LLC December 2009 - January 2011
Merrill Lynch March 2003 - March 2004
Moody's Investors Service April 2001 - March 2003
Société Générale 1996 - 2000
The Bank of New York 1994 - 1996
Barclays Capital April 1986 - March 1994
Metrobank N.A. April 1983 - March 1986
Skills
Investment Banking, Valuation, High Yield, Corporate Finance, Private Equity, Mergers, Equities, Capital Markets, Structured Finance, Financial Modeling, Due Diligence, Credit Analysis, Investments, Financial Structuring, Alternative Investments, Mergers & Acquisitions, Portfolio Management, Finance, Derivatives, Fixed Income, Banking, Credit Risk, Venture Capital, Credit, Leveraged Finance, Commercial Banking, Loans, Structured Products, Securities, Bonds, Project Finance, Commercial Lending, Trading, Financial Advisory, Hedge Funds, Asset Management, Financial Services, Asset Based Lending, IPO, Treasury Management, Syndications
Education
University of Southern California - Marshall School of Business 1985 — 1988
MBA, Corporate Finance
University of Southern California 1975 — 1979
Bachelor of Arts (B.A) History & Economics, Banking, Corporate, Finance, and Securities Law
Alix Torres's Merrill Lynch Experience September 2011 - December 2011
Job Mortgage Banker Credit Analyst at JPMorgan Chase & Co
Industry Financial Services
Experience
Chase February 2012 - Present
Merrill Lynch September 2011 - December 2011
Enlace FL September 2008 - May 2011
Skills
Lending & Underwriting..., Credit & Income Analysis, Cash-Flow Analysis, Risk Assessment, Loan-to-Value Ratios, Debt-to-Income Ratios, Conventional Mortgages, Conforming &..., Loan Closing, Funding &..., Branding Initiatives, Customer-facing, Facebook, Microsoft Excel, Access, PowerPoint, Mortgage Lending, Analysis, Finance, Customer Service, Management, Teamwork, Banking, Team Building, Spanish, Sales, Leadership, Cash Flow, Recruiting, Event Planning, Marketing, Training, Project Management, Accounting, Nonprofits
Education
University of South Florida 2007 — 2011
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
University of South Florida 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Chase February 2012 - Present
Merrill Lynch September 2011 - December 2011
Enlace FL September 2008 - May 2011
Skills
Lending & Underwriting..., Credit & Income Analysis, Cash-Flow Analysis, Risk Assessment, Loan-to-Value Ratios, Debt-to-Income Ratios, Conventional Mortgages, Conforming &..., Loan Closing, Funding &..., Branding Initiatives, Customer-facing, Facebook, Microsoft Excel, Access, PowerPoint, Mortgage Lending, Analysis, Finance, Customer Service, Management, Teamwork, Banking, Team Building, Spanish, Sales, Leadership, Cash Flow, Recruiting, Event Planning, Marketing, Training, Project Management, Accounting, Nonprofits
Education
University of South Florida 2007 — 2011
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
University of South Florida 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Pennie Keene Pennie Keene's Merrill Lynch Experience July 1984 - December 2008
Job Vice President Wealth Management/Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. December 2008 - Present
Merrill Lynch July 1984 - December 2008
Education
University of South Florida 1975 — 1979
Bachelor of Arts Mass Communications, Journalism and Business
UBS Financial Services, Inc. December 2008 - Present
Merrill Lynch July 1984 - December 2008
Education
University of South Florida 1975 — 1979
Bachelor of Arts Mass Communications, Journalism and Business
Jeffrey Sterner Jeffrey Sterner's Merrill Lynch Experience January 2007 - November 2010
Job Director at Bank of America Home Loans
Industry Financial Services
Experience
Bank of America Home Loans January 2009 - Present
Merrill Lynch January 2007 - November 2010
National City Bank October 2001 - December 2006
National City 2001 - 2006
Skills
Mortgage Banking, Credit Analysis, Portfolio Management, Loans, Customer Service, Loss Mitigation, Banking, Mortgage Lending, Financial Analysis, Call Center, Call Centers, Credit, Capital Markets, Risk Management, Financial Services, Credit Risk, Commercial Banking
Education
University of South Florida 1990 — 1995
MBA, Finance
Bank of America Home Loans January 2009 - Present
Merrill Lynch January 2007 - November 2010
National City Bank October 2001 - December 2006
National City 2001 - 2006
Skills
Mortgage Banking, Credit Analysis, Portfolio Management, Loans, Customer Service, Loss Mitigation, Banking, Mortgage Lending, Financial Analysis, Call Center, Call Centers, Credit, Capital Markets, Risk Management, Financial Services, Credit Risk, Commercial Banking
Education
University of South Florida 1990 — 1995
MBA, Finance
Ed Ryder's Merrill Lynch Experience 1997 - 1998
Job Real estate investments
Industry Real Estate
Experience
Pearlmark Real Estate Partners 1998 - Present
Merrill Lynch 1997 - 1998
Kemper securities / EVEREN 1992 - 1997
Raymond James 1988 - 1990
Skills
Disposition, Asset Managment, Due Diligence, Real Estate, Investments, Real Estate Economics, Real Estate Private..., Portfolio Management, CMBS, Acquisitions, Real Estate Development, Valuation, Real Estate Financing, Real Estate Transactions, Brokerage
Education
The University of Chicago 1990 — 1992
MBA, Finance
University of South Florida 1981 — 1986
BA, Finance
University of South Florida
Pearlmark Real Estate Partners 1998 - Present
Merrill Lynch 1997 - 1998
Kemper securities / EVEREN 1992 - 1997
Raymond James 1988 - 1990
Skills
Disposition, Asset Managment, Due Diligence, Real Estate, Investments, Real Estate Economics, Real Estate Private..., Portfolio Management, CMBS, Acquisitions, Real Estate Development, Valuation, Real Estate Financing, Real Estate Transactions, Brokerage
Education
The University of Chicago 1990 — 1992
MBA, Finance
University of South Florida 1981 — 1986
BA, Finance
University of South Florida
Osker Lu Osker Lu's Merrill Lynch Experience January 2014 - April 2014
Job Financial Analyst Intern at Oracle
Industry Financial Services
Experience
Oracle June 2015 - Present
OpenGate Capital January 2015 - April 2015
Paramount Pictures September 2014 - December 2014
JUMP Investors June 2014 - August 2014
Telos Advisors April 2014 - June 2014
Merrill Lynch January 2014 - April 2014
Ditto Greetings August 2013 - December 2013
LifeSwap May 2012 - July 2012
Skills
Public Speaking, Teamwork, Marketing, Social Media, Leadership, Equity Research, PowerPoint, Microsoft Excel, Due Diligence, Bloomberg Terminal, Social Networking, Data Analysis
Education
University of Southern California 2013 — 2017
Bachelor of Arts (B.A.) in Social Sciences, with emphasis in Psychology
University of Southern California - Marshall School of Business 2013 — 2017
Bachelor of Science (B.S.) in Business Administration, with emphasis in Finance & Business Economics
Cupertino High School 2009 — 2013
Unweighted GPA: 3.92 / 4.00
Oracle June 2015 - Present
OpenGate Capital January 2015 - April 2015
Paramount Pictures September 2014 - December 2014
JUMP Investors June 2014 - August 2014
Telos Advisors April 2014 - June 2014
Merrill Lynch January 2014 - April 2014
Ditto Greetings August 2013 - December 2013
LifeSwap May 2012 - July 2012
Skills
Public Speaking, Teamwork, Marketing, Social Media, Leadership, Equity Research, PowerPoint, Microsoft Excel, Due Diligence, Bloomberg Terminal, Social Networking, Data Analysis
Education
University of Southern California 2013 — 2017
Bachelor of Arts (B.A.) in Social Sciences, with emphasis in Psychology
University of Southern California - Marshall School of Business 2013 — 2017
Bachelor of Science (B.S.) in Business Administration, with emphasis in Finance & Business Economics
Cupertino High School 2009 — 2013
Unweighted GPA: 3.92 / 4.00
Diane Essel Diane Essel's Merrill Lynch Experience 1992 - 2000
Job Compliance Training and Communications Manager at Endo Pharmaceuticals
Industry Pharmaceuticals
Experience
Endo Pharmaceuticals November 2012 - Present
Restoration Fitness and Boot Camp Challenge Philly Area April 2009 - Present
Eagle's Flight October 2000 - Present
AstraZeneca April 2012 - November 2012
Performance Development Group August 2006 - January 2011
Wyeth Pharmaceuticals August 2006 - January 2010
Wyeth 2006 - January 2010
Merrill Lynch 1992 - 2000
Merrill Lynch 1990 - 2000
Skills
Soft Skills, Leadership Development, Instructional Design, Coaching, Adult Education, Supervisory Skills, Team Building, Performance Management, Change Management, Performance Improvement, Training Delivery, E-learning, Management Development, Team Leadership, Curriculum Design, Public Speaking, Team Management, Talent Management, Business Strategy, Strategic Planning, Sales Management, E-Learning, Training, Project Management, Executive Coaching
Education
University of South Florida - College of Business Administration 1988 — 1990
Bachelor of Science (B.S.), Marketing
University of South Florida - College of Business Administration 1986 — 1989
Bachelor of Science (B.S.), Marketing
Endo Pharmaceuticals November 2012 - Present
Restoration Fitness and Boot Camp Challenge Philly Area April 2009 - Present
Eagle's Flight October 2000 - Present
AstraZeneca April 2012 - November 2012
Performance Development Group August 2006 - January 2011
Wyeth Pharmaceuticals August 2006 - January 2010
Wyeth 2006 - January 2010
Merrill Lynch 1992 - 2000
Merrill Lynch 1990 - 2000
Skills
Soft Skills, Leadership Development, Instructional Design, Coaching, Adult Education, Supervisory Skills, Team Building, Performance Management, Change Management, Performance Improvement, Training Delivery, E-learning, Management Development, Team Leadership, Curriculum Design, Public Speaking, Team Management, Talent Management, Business Strategy, Strategic Planning, Sales Management, E-Learning, Training, Project Management, Executive Coaching
Education
University of South Florida - College of Business Administration 1988 — 1990
Bachelor of Science (B.S.), Marketing
University of South Florida - College of Business Administration 1986 — 1989
Bachelor of Science (B.S.), Marketing
Marlena Sturm Marlena Sturm's Merrill Lynch Experience 1993 - 2001
Job Clinical Consultant Surgical Urology
Industry Medical Devices
Experience
Coloplast July 2014 - Present
ConsignMed, Inc. 2011 - July 2014
Luks Realty 2004 - 2013
Marlan Inc DBA Gusto Restaurant 2001 - 2005
Merrill Lynch 1993 - 2001
Skills
Negotiation, Real Estate, Selling, Marketing, Marketing Strategy, New Business Development, Sales Management, Team Building, Strategic Planning, Account Management, Contract Negotiation, Management, Customer Service, Business Strategy, Budgets, Social Media, Investment Properties, Property Management, Sales, Sales Operations, Business Development, Residential Homes, Purchasing, Business Planning, Financial Analysis, Investments, Mergers, Entrepreneurship, Public Relations, Retail, Coaching, Construction, Due Diligence, Advertising, Microsoft Office, Social Media Marketing
Education
University of South Florida 1990 — 1992
BS, Criminal Justice, Political Science
University of Tampa 1988 — 1990
Coloplast July 2014 - Present
ConsignMed, Inc. 2011 - July 2014
Luks Realty 2004 - 2013
Marlan Inc DBA Gusto Restaurant 2001 - 2005
Merrill Lynch 1993 - 2001
Skills
Negotiation, Real Estate, Selling, Marketing, Marketing Strategy, New Business Development, Sales Management, Team Building, Strategic Planning, Account Management, Contract Negotiation, Management, Customer Service, Business Strategy, Budgets, Social Media, Investment Properties, Property Management, Sales, Sales Operations, Business Development, Residential Homes, Purchasing, Business Planning, Financial Analysis, Investments, Mergers, Entrepreneurship, Public Relations, Retail, Coaching, Construction, Due Diligence, Advertising, Microsoft Office, Social Media Marketing
Education
University of South Florida 1990 — 1992
BS, Criminal Justice, Political Science
University of Tampa 1988 — 1990
Dean Trent Dean Trent's Merrill Lynch Experience September 2008 - December 2008
Job Product Manager at Bank of America
Industry Financial Services
Experience
Bank of America July 2013 - Present
Bank of America January 2009 - July 2013
Merrill Lynch September 2008 - December 2008
Merrill Lynch January 2006 - January 2008
Merrill Lynch September 2003 - January 2006
MultiMedia Designs, LLC October 1999 - June 2002
Skills
Issue Management, Workflow Management, Analysis of business..., Software Development..., Manual Testing, Team Management, IT Infrastructure..., Atlassian JIRA, Confluence, Version Control Tools, Software Documentation, Enterprise Architecture, ClearQuest, ClearCase, JIRA, Testing, SDLC, Project Management, Agile Methodologies, Business Analysis, Vendor Management, Requirements Analysis, Risk Management, Integration, Enterprise Software, IT Strategy, Process Improvement
Education
University of South Florida - College of Business Administration 1997 — 2001
BS, Management Information Systems, General
Bank of America July 2013 - Present
Bank of America January 2009 - July 2013
Merrill Lynch September 2008 - December 2008
Merrill Lynch January 2006 - January 2008
Merrill Lynch September 2003 - January 2006
MultiMedia Designs, LLC October 1999 - June 2002
Skills
Issue Management, Workflow Management, Analysis of business..., Software Development..., Manual Testing, Team Management, IT Infrastructure..., Atlassian JIRA, Confluence, Version Control Tools, Software Documentation, Enterprise Architecture, ClearQuest, ClearCase, JIRA, Testing, SDLC, Project Management, Agile Methodologies, Business Analysis, Vendor Management, Requirements Analysis, Risk Management, Integration, Enterprise Software, IT Strategy, Process Improvement
Education
University of South Florida - College of Business Administration 1997 — 2001
BS, Management Information Systems, General
Ashley Song Ashley Song's Merrill Lynch Experience January 2013 - August 2013
Job Graduate from the University of Southern California
Industry Financial Services
Experience
Global Branding Center August 2011 - Present
Goldman Sachs June 2014 - August 2014
Merrill Lynch January 2013 - August 2013
Daily Trojan December 2011 - January 2013
Education
University of Southern California 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Universidad de Navarra 2013 — 2013
Economics
Troy High School 2007 — 2011
Global Branding Center August 2011 - Present
Goldman Sachs June 2014 - August 2014
Merrill Lynch January 2013 - August 2013
Daily Trojan December 2011 - January 2013
Education
University of Southern California 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Universidad de Navarra 2013 — 2013
Economics
Troy High School 2007 — 2011
Christopher Covey Christopher Covey's Merrill Lynch Experience June 2015 - Present
Job Preferred Account Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
JPMorgan Chase July 2009 - April 2015
American Enterprise Bank of Florida September 2007 - April 2009
Skills
Credit, Loans, Loss Mitigation, Mortgage Banking, Mortgage Lending, Consumer Lending, FHA, FHA financing, Loan Origination, Loan Servicing, Mortgage Servicing, Mortgage Underwriting, Residential Mortgages, VA loans, Refinance, Banking, Underwriting, Government Loans, Default, USDA, Credit Analysis, Home Equity Loans, Finance, Loan Modifications, Relationship Management, Call Centers, Cross Selling, Real Estate Financing, Non-Conforming, Investment Properties, Debt Consolidation, Home Equity, Foreclosures
Education
University of South Florida 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of South Florida 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Merrill Lynch June 2015 - Present
JPMorgan Chase July 2009 - April 2015
American Enterprise Bank of Florida September 2007 - April 2009
Skills
Credit, Loans, Loss Mitigation, Mortgage Banking, Mortgage Lending, Consumer Lending, FHA, FHA financing, Loan Origination, Loan Servicing, Mortgage Servicing, Mortgage Underwriting, Residential Mortgages, VA loans, Refinance, Banking, Underwriting, Government Loans, Default, USDA, Credit Analysis, Home Equity Loans, Finance, Loan Modifications, Relationship Management, Call Centers, Cross Selling, Real Estate Financing, Non-Conforming, Investment Properties, Debt Consolidation, Home Equity, Foreclosures
Education
University of South Florida 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of South Florida 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Jeffrey Krupnick's Merrill Lynch Experience February 2000 - May 2004
Job JHS Capital Advisors, Executive Vice President
Industry Financial Services
Experience
JHS Capital Advisors, LLC January 2015 - Present
Wells Fargo Advisors, LLC May 2008 - December 2014
Soloman Smith Barney May 2004 - May 2008
Merrill Lynch February 2000 - May 2004
Skills
Customer Service, Financial Analysis, Mortgage Lending, Investments, Wealth Management, Commercial Lending, Retirement Planning, Asset Allocation, Portfolio Management, Mutual Funds, Asset Based Lending, Finance, Asset Management, Securities
Education
University of South Florida 1998 — 2000
Bachelor of Science (BS), College of Business Administration
St. Rose High School 1991 — 1993
Rumson Country Day School 1980 — 1989
JHS Capital Advisors, LLC January 2015 - Present
Wells Fargo Advisors, LLC May 2008 - December 2014
Soloman Smith Barney May 2004 - May 2008
Merrill Lynch February 2000 - May 2004
Skills
Customer Service, Financial Analysis, Mortgage Lending, Investments, Wealth Management, Commercial Lending, Retirement Planning, Asset Allocation, Portfolio Management, Mutual Funds, Asset Based Lending, Finance, Asset Management, Securities
Education
University of South Florida 1998 — 2000
Bachelor of Science (BS), College of Business Administration
St. Rose High School 1991 — 1993
Rumson Country Day School 1980 — 1989
Eliav Dan's Merrill Lynch Experience January 2000 - April 2003
Job CoHead West Coast | Real Estate Finance at Barclays
Industry Real Estate
Experience
Barclays Investment Bank June 2015 - Present
Ladder Capital Finance LLC June 2013 - June 2015
Verona Capital Markets Inc. January 2009 - June 2013
Morgan Stanley April 2003 - November 2008
Merrill Lynch January 2000 - April 2003
Skills
Structured Finance, Valuation, Capital Markets, Investments, Real Estate, Disposition, Real Estate Economics, Asset Managment, Due Diligence, Commercial Real Estate, Asset Management, Funding, Mortgage Lending, Real Estate Financing, Property Management, Commercial Mortgages, Financial Structuring, Mergers & Acquisitions, Investment Properties, REO, Investors, Mergers, Loans, Brokerage, Real Estate Development, Real Estate Transactions
Education
University of Southern California - Marshall School of Business 2003 — 2006
MBA, Real Estate Finance & Corporate Finance
University of Southern California 1995 — 1999
BS, Psychobiology
Barclays Investment Bank June 2015 - Present
Ladder Capital Finance LLC June 2013 - June 2015
Verona Capital Markets Inc. January 2009 - June 2013
Morgan Stanley April 2003 - November 2008
Merrill Lynch January 2000 - April 2003
Skills
Structured Finance, Valuation, Capital Markets, Investments, Real Estate, Disposition, Real Estate Economics, Asset Managment, Due Diligence, Commercial Real Estate, Asset Management, Funding, Mortgage Lending, Real Estate Financing, Property Management, Commercial Mortgages, Financial Structuring, Mergers & Acquisitions, Investment Properties, REO, Investors, Mergers, Loans, Brokerage, Real Estate Development, Real Estate Transactions
Education
University of Southern California - Marshall School of Business 2003 — 2006
MBA, Real Estate Finance & Corporate Finance
University of Southern California 1995 — 1999
BS, Psychobiology
Stephanie O'Malley Petty Stephanie O'Malley Petty's Merrill Lynch Experience January 2006 - May 2006
Job Junior Underwriter MAP Underwriter Trainee at First Housing Development Corporation
Industry Financial Services
Experience
First Housing Development Corporation December 2012 - Present
First Housing Development Corporation July 2006 - December 2012
Merrill Lynch January 2006 - May 2006
Skills
Portfolio Management, Financial Analysis, Credit Analysis, Credit, Loans, Due Diligence
Education
University of South Florida 2002 — 2006
Bachelor of Arts (BA), Finance, General
First Housing Development Corporation December 2012 - Present
First Housing Development Corporation July 2006 - December 2012
Merrill Lynch January 2006 - May 2006
Skills
Portfolio Management, Financial Analysis, Credit Analysis, Credit, Loans, Due Diligence
Education
University of South Florida 2002 — 2006
Bachelor of Arts (BA), Finance, General
Shahid Chishty Shahid Chishty's Merrill Lynch Experience January 1997 - October 1999
Job Independent Venture Capital & Private Equity Professional
Industry Venture Capital & Private Equity
Experience
Independent April 2003 - Present
CBA Capital Partners May 2005 - July 2006
WestLB January 2002 - March 2003
Peters Associates November 1999 - December 2001
Merrill Lynch January 1997 - October 1999
Deutsche Bank July 1989 - December 1996
Skills
Mergers, Investor Relations, Securitization, Strategic Advisory, Bonds, Deal Structuring, Mezzanine, High Yield, Business Management, Lotus Notes, Treasury Management, Corporate Finance, Capital Markets, Debt, Derivatives, Private Equity, Venture Capital, Contract Negotiation, Due Diligence, Project Finance, Investments, Alternative Investments, Emerging Markets, Valuation, Financial Modeling, Structuring, Strategy Development, Structured Finance, Investment Banking, Business Strategy, Financial Analysis, Business Planning, IPO, Private Placements, Start-ups, Corporate Development, Management Consulting, Business Valuation, Restructuring, Equities, Joint Ventures, Entrepreneur, Corporate Governance, Funding, M&A experience, Strategic Planning, New Business Development, Entrepreneurship, Investment Advisory, Banking
Education
University of Southampton 1984 — 1987
BSc., Business Economics & Accounting
Independent April 2003 - Present
CBA Capital Partners May 2005 - July 2006
WestLB January 2002 - March 2003
Peters Associates November 1999 - December 2001
Merrill Lynch January 1997 - October 1999
Deutsche Bank July 1989 - December 1996
Skills
Mergers, Investor Relations, Securitization, Strategic Advisory, Bonds, Deal Structuring, Mezzanine, High Yield, Business Management, Lotus Notes, Treasury Management, Corporate Finance, Capital Markets, Debt, Derivatives, Private Equity, Venture Capital, Contract Negotiation, Due Diligence, Project Finance, Investments, Alternative Investments, Emerging Markets, Valuation, Financial Modeling, Structuring, Strategy Development, Structured Finance, Investment Banking, Business Strategy, Financial Analysis, Business Planning, IPO, Private Placements, Start-ups, Corporate Development, Management Consulting, Business Valuation, Restructuring, Equities, Joint Ventures, Entrepreneur, Corporate Governance, Funding, M&A experience, Strategic Planning, New Business Development, Entrepreneurship, Investment Advisory, Banking
Education
University of Southampton 1984 — 1987
BSc., Business Economics & Accounting
John Zilko, CFA's Merrill Lynch Experience 2007 - 2007
Job Institutional Account Consultant
Industry Investment Management
Experience
PIMCO 2012 - Present
Lord, Abbett & Co. LLC 2010 - 2012
GAIN Capital 2009 - 2010
Merrill Lynch 2007 - 2007
Skills
Fixed Income, Equities, Mutual Funds, Hedge Funds, Investments, Securities, Portfolio Management, Series 7, Asset Management, Bloomberg, Alternative Investments, Wealth Management, Capital Markets, Trading, Private Equity, Series 63
Education
University of South Florida 2007 — 2009
B.A., Finance
PIMCO 2012 - Present
Lord, Abbett & Co. LLC 2010 - 2012
GAIN Capital 2009 - 2010
Merrill Lynch 2007 - 2007
Skills
Fixed Income, Equities, Mutual Funds, Hedge Funds, Investments, Securities, Portfolio Management, Series 7, Asset Management, Bloomberg, Alternative Investments, Wealth Management, Capital Markets, Trading, Private Equity, Series 63
Education
University of South Florida 2007 — 2009
B.A., Finance
Les Stettner's Merrill Lynch Experience July 1994 - February 1995
Job CEOLongevity Benefits
Industry Health, Wellness and Fitness
Experience
LONGEVITY BENEFITS, INC January 1999 - Present
AETNA/US HEALTHCARE February 1996 - January 2001
HORIZON BLUE CROSS AND BLUE SHIELD January 1998 - January 1999
MULLER DATA INCORPORATED March 1995 - April 1997
Merrill Lynch July 1994 - February 1995
Skills
Strategic Consulting, Marketing ROI, Sales Management, Legal Matters, Negotiation, Health Insurance, Employee Benefits, Consultative Selling, Healthcare, Insurance, Medicare, Strategic Partnerships, New Business Development, Contract Negotiations, Benefits, P&L Management, Claims, Compliance, Strategy Development, Strategic Planning, Managed Care, Start-ups, Account Management, Competitive Analysis, Health, Team Building, Business Strategy, Thought Leadership, Building Relationships, Health Plans, Strategic Thinking, Team Leadership, Profit & Loss Management, Healthcare Industry, Health Policy, Contract Negotiation, Business Development, Leadership, Marketing Strategy, Business Planning, Management, Marketing, Process Improvement, Coaching, Sales, Direct Sales, Product Development, Sales Operations, Budgets, Social Networking
Education
University of South Florida
BA, Psychology
Academy for Healthcare Management 2008 — 2008
Professional, Academy for Healthcare Management, Managed Care, 90
LONGEVITY BENEFITS, INC January 1999 - Present
AETNA/US HEALTHCARE February 1996 - January 2001
HORIZON BLUE CROSS AND BLUE SHIELD January 1998 - January 1999
MULLER DATA INCORPORATED March 1995 - April 1997
Merrill Lynch July 1994 - February 1995
Skills
Strategic Consulting, Marketing ROI, Sales Management, Legal Matters, Negotiation, Health Insurance, Employee Benefits, Consultative Selling, Healthcare, Insurance, Medicare, Strategic Partnerships, New Business Development, Contract Negotiations, Benefits, P&L Management, Claims, Compliance, Strategy Development, Strategic Planning, Managed Care, Start-ups, Account Management, Competitive Analysis, Health, Team Building, Business Strategy, Thought Leadership, Building Relationships, Health Plans, Strategic Thinking, Team Leadership, Profit & Loss Management, Healthcare Industry, Health Policy, Contract Negotiation, Business Development, Leadership, Marketing Strategy, Business Planning, Management, Marketing, Process Improvement, Coaching, Sales, Direct Sales, Product Development, Sales Operations, Budgets, Social Networking
Education
University of South Florida
BA, Psychology
Academy for Healthcare Management 2008 — 2008
Professional, Academy for Healthcare Management, Managed Care, 90
Alexander Bowers Alexander Bowers's Merrill Lynch Experience 2008 - 2008
Job Mountain Bike Tour Coordinator at Mulberry Gap Mountain Bike GetAWay
Industry Recreational Facilities and Services
Experience
Mulberry Gap Mountain Bike Get-A-Way March 2015 - Present
Applerouth Tutoring Services August 2012 - Present
Nantahala Outdoor Center April 2014 - October 2014
Mezrah Financial February 2012 - 2013
Gulf Coast Limousine March 2011 - October 2011
Bay Area Legal Services Inc January 2009 - June 2009
Merrill Lynch 2008 - 2008
Edward White Hospital 2007 - 2007
Skills
Mountain Biking, Guided Tours, Bicycle Repair, Financial Analysis, Life Insurance, Disability Insurance, Asset Management, Microsoft Office, Equity Derivatives, Quantitative Research, Term Life Insurance, Estate Planning, Fundamental Analysis, Microsoft Excel, Public Speaking, Security Analysis, Excel, Financial Projections, Qualitative Research, Logistics Management, Cost Efficiency, Great People Skills, Creative Problem Solving, Wealth Accumulation..., Long Term Care Insurance, Key Account...
Education
USF: University of South Florida, School of Business Administration 2006 — 2010
B.S, Finance & Economics
University of South Florida 2006 — 2010
B.A., Finance and Economics
SMU: Southern Methodist University 2005 2005 — 2006
Mulberry Gap Mountain Bike Get-A-Way March 2015 - Present
Applerouth Tutoring Services August 2012 - Present
Nantahala Outdoor Center April 2014 - October 2014
Mezrah Financial February 2012 - 2013
Gulf Coast Limousine March 2011 - October 2011
Bay Area Legal Services Inc January 2009 - June 2009
Merrill Lynch 2008 - 2008
Edward White Hospital 2007 - 2007
Skills
Mountain Biking, Guided Tours, Bicycle Repair, Financial Analysis, Life Insurance, Disability Insurance, Asset Management, Microsoft Office, Equity Derivatives, Quantitative Research, Term Life Insurance, Estate Planning, Fundamental Analysis, Microsoft Excel, Public Speaking, Security Analysis, Excel, Financial Projections, Qualitative Research, Logistics Management, Cost Efficiency, Great People Skills, Creative Problem Solving, Wealth Accumulation..., Long Term Care Insurance, Key Account...
Education
USF: University of South Florida, School of Business Administration 2006 — 2010
B.S, Finance & Economics
University of South Florida 2006 — 2010
B.A., Finance and Economics
SMU: Southern Methodist University 2005 2005 — 2006
Allison Frazier Allison Frazier's Merrill Lynch Experience June 2008 - August 2008
Job Account Supervisor at Covet Public Relations
Industry Public Relations and Communications
Experience
Covet Public Relations May 2015 - Present
Glodow Nead Communications October 2013 - April 2015
J Public Relations June 2010 - September 2013
Alexandra Malloy January 2010 - June 2010
Internet Marketing Inc. June 2009 - December 2009
Merrill Lynch June 2008 - August 2008
Education
University of Southern California 2006 — 2010
Bachelor's of Science, Business Administration, Emphases in Marketing & Public Relations
Covet Public Relations May 2015 - Present
Glodow Nead Communications October 2013 - April 2015
J Public Relations June 2010 - September 2013
Alexandra Malloy January 2010 - June 2010
Internet Marketing Inc. June 2009 - December 2009
Merrill Lynch June 2008 - August 2008
Education
University of Southern California 2006 — 2010
Bachelor's of Science, Business Administration, Emphases in Marketing & Public Relations
Daniel Payton Daniel Payton's Merrill Lynch Experience June 2014 - July 2014
Job Student at University of South Florida
Industry Financial Services
Experience
Investigative Support Group, Inc. June 2012 - Present
Merrill Lynch June 2014 - July 2014
Skills
Litigation Support, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Leadership, Management, Social Media, Project Management, Risk Management
Education
University of South Florida 2011 — 2015
Bachelor's degree, Finance
Marjory Stoneman Douglas High School 2008 — 2011
Diploma
Investigative Support Group, Inc. June 2012 - Present
Merrill Lynch June 2014 - July 2014
Skills
Litigation Support, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Leadership, Management, Social Media, Project Management, Risk Management
Education
University of South Florida 2011 — 2015
Bachelor's degree, Finance
Marjory Stoneman Douglas High School 2008 — 2011
Diploma
Chris Egan Chris Egan's Merrill Lynch Experience September 2010 - May 2011
Job Equity Analyst
Industry Investment Banking
Experience
Copperhead Capital LLC 2014 - Present
Oppenheimer & Co. December 2012 - March 2014
Telsey Advisory Group September 2012 - December 2012
Merrill Lynch September 2010 - May 2011
Skills
Financial Modeling, Equity Valuation, Financial Analysis, Capital Markets, DCF Valuation, Bloomberg Terminal, Special Situations, US Equities, Investments, Asset Management
Education
University of South Florida - College of Business Administration 2006 — 2011
Bachelor of Science (B.S.), Finance
Copperhead Capital LLC 2014 - Present
Oppenheimer & Co. December 2012 - March 2014
Telsey Advisory Group September 2012 - December 2012
Merrill Lynch September 2010 - May 2011
Skills
Financial Modeling, Equity Valuation, Financial Analysis, Capital Markets, DCF Valuation, Bloomberg Terminal, Special Situations, US Equities, Investments, Asset Management
Education
University of South Florida - College of Business Administration 2006 — 2011
Bachelor of Science (B.S.), Finance
Mandy Ko's Merrill Lynch Experience July 2013 - March 2014
Job Forensics Technology Consulting Intern at PwC
Industry Information Technology and Services
Experience
PwC June 2015 - August 2015
NBCUniversal, Inc. September 2014 - May 2015
USC Viterbi School of Engineering August 2014 - November 2014
Spotify August 2013 - August 2014
Merrill Lynch July 2013 - March 2014
Business Data Links, Inc. June 2011 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Payroll, Data Analysis, Sales Tax, Financial Analysis, Access, Strategic Partnerships, EnCase, TaxWise, Office Management, Sales, Adobe Creative Suite, Social Media, ERP, SAP, Bloomberg Terminal, FTK
Education
University of Southern California 2012 — 2016
Bachelor of Arts (BA), International Relations Global Business, Senior
Walnut High School 2008 — 2012
High School
PwC June 2015 - August 2015
NBCUniversal, Inc. September 2014 - May 2015
USC Viterbi School of Engineering August 2014 - November 2014
Spotify August 2013 - August 2014
Merrill Lynch July 2013 - March 2014
Business Data Links, Inc. June 2011 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Payroll, Data Analysis, Sales Tax, Financial Analysis, Access, Strategic Partnerships, EnCase, TaxWise, Office Management, Sales, Adobe Creative Suite, Social Media, ERP, SAP, Bloomberg Terminal, FTK
Education
University of Southern California 2012 — 2016
Bachelor of Arts (BA), International Relations Global Business, Senior
Walnut High School 2008 — 2012
High School
Matthew Liebman Matthew Liebman's Merrill Lynch Experience September 2009 - August 2013
Job Market Executive Boca Tropics Complex Merrill Lynch / Bank of America
Industry Financial Services
Experience
Merrill Lynch Wealth Management August 2013 - Present
Merrill Lynch September 2009 - August 2013
Merrill Lynch October 2008 - September 2009
Merrill Lynch October 2006 - October 2008
Merrill Lynch August 2004 - October 2006
United States Marine Corps April 1995 - March 1999
Education
University of South Florida 1991 — 1995
Business Administration
Merrill Lynch Wealth Management August 2013 - Present
Merrill Lynch September 2009 - August 2013
Merrill Lynch October 2008 - September 2009
Merrill Lynch October 2006 - October 2008
Merrill Lynch August 2004 - October 2006
United States Marine Corps April 1995 - March 1999
Education
University of South Florida 1991 — 1995
Business Administration
Adam Gidaszewski Adam Gidaszewski's Merrill Lynch Experience March 1985 - December 1987
Job Senior professional in investor relations, securities brokerage, treasury investments and trading.
Industry Investment Management
Experience
Adam Gidaszewski June 2001 - Present
Sigma Designs, Inc. January 2001 - May 2001
Tiger Investment Group, Inc January 1996 - July 2000
Paine Webber / Kidder Peabody October 1993 - December 1995
AON Ltd January 1988 - September 1993
Merrill Lynch March 1985 - December 1987
Skills
Equities, Portfolio Management, Derivatives, Financial Services, Investor Relations, Asset Management, Fixed Income, Investments, SEC reporting, Treasury operations, Mergers & Acquisitions, SEC filings, Treasury Management
Education
University of Southern California
BA, Chemistry
Adam Gidaszewski June 2001 - Present
Sigma Designs, Inc. January 2001 - May 2001
Tiger Investment Group, Inc January 1996 - July 2000
Paine Webber / Kidder Peabody October 1993 - December 1995
AON Ltd January 1988 - September 1993
Merrill Lynch March 1985 - December 1987
Skills
Equities, Portfolio Management, Derivatives, Financial Services, Investor Relations, Asset Management, Fixed Income, Investments, SEC reporting, Treasury operations, Mergers & Acquisitions, SEC filings, Treasury Management
Education
University of Southern California
BA, Chemistry
Casey Leonard's Merrill Lynch Experience May 2010 - August 2010
Job Cybersecurity & Privacy Consultant at PwC
Industry Information Technology and Services
Experience
PwC November 2014 - Present
EY August 2012 - October 2014
Wedbush Securities May 2011 - August 2011
University of Southern California August 2010 - December 2010
Merrill Lynch May 2010 - August 2010
Institutional Life Services May 2009 - August 2009
St. Regis Hotel March 2007 - August 2007
Skills
Microsoft Excel, Finance, Access, Auditing, Data Analysis, Financial Reporting, IT Audit, Information Security, SQL, R, Decision Trees, Crystal Ball, Linear Programming, Optimization Techniques, Business Valuation, Databases, Microsoft Servers, Forecasting, Excel, PowerPoint, Outlook, Word
Education
University of Southern California 2008 — 2012
Bachelor of Science (B.S.), Business Administration - Information & Operations Management and Finance
PwC November 2014 - Present
EY August 2012 - October 2014
Wedbush Securities May 2011 - August 2011
University of Southern California August 2010 - December 2010
Merrill Lynch May 2010 - August 2010
Institutional Life Services May 2009 - August 2009
St. Regis Hotel March 2007 - August 2007
Skills
Microsoft Excel, Finance, Access, Auditing, Data Analysis, Financial Reporting, IT Audit, Information Security, SQL, R, Decision Trees, Crystal Ball, Linear Programming, Optimization Techniques, Business Valuation, Databases, Microsoft Servers, Forecasting, Excel, PowerPoint, Outlook, Word
Education
University of Southern California 2008 — 2012
Bachelor of Science (B.S.), Business Administration - Information & Operations Management and Finance
Taylor Barnaby Taylor Barnaby's Merrill Lynch Experience June 2012 - August 2013
Job Account Manager at Marten Transport
Industry Logistics and Supply Chain
Experience
Marten Transport January 2015 - Present
Campus Special (acquired by Chegg, Inc.) May 2014 - August 2014
Merrill Lynch June 2012 - August 2013
Dr. William Lippisch & Dr. Shawn Engebretsen May 2009 - August 2012
Duffy’s Sports Grill July 2008 - May 2011
Skills
Program Management, Facebook, Healthcare, Microsoft Word, PowerPoint, Time Management, Microsoft Excel, Public Speaking
Education
University of South Florida 2011 — 2015
Bachelor of Science (B.S.), Marketing/Supply Chain
University of South Florida 2011 — 2014
Bachelor of Science, Marketing
Marten Transport January 2015 - Present
Campus Special (acquired by Chegg, Inc.) May 2014 - August 2014
Merrill Lynch June 2012 - August 2013
Dr. William Lippisch & Dr. Shawn Engebretsen May 2009 - August 2012
Duffy’s Sports Grill July 2008 - May 2011
Skills
Program Management, Facebook, Healthcare, Microsoft Word, PowerPoint, Time Management, Microsoft Excel, Public Speaking
Education
University of South Florida 2011 — 2015
Bachelor of Science (B.S.), Marketing/Supply Chain
University of South Florida 2011 — 2014
Bachelor of Science, Marketing
Griffin Farriss's Merrill Lynch Experience August 2011 - May 2013
Job Tenant Advisor at Travers Cresa
Industry Commercial Real Estate
Experience
Merrill Lynch August 2011 - May 2013
Hotel Rey Juan Carlos I June 2012 - July 2012
David Fish Law June 2011 - August 2011
Education
University of Southern California 2009 — 2013
Bachelor of Arts (B.A.), Communication, Business
The Benjamin School 2005 — 2009
Diploma
Merrill Lynch August 2011 - May 2013
Hotel Rey Juan Carlos I June 2012 - July 2012
David Fish Law June 2011 - August 2011
Education
University of Southern California 2009 — 2013
Bachelor of Arts (B.A.), Communication, Business
The Benjamin School 2005 — 2009
Diploma
JP Edge JP Edge's Merrill Lynch Experience
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Sales, Series 7, Strategic Planning, Retirement Planning, Microsoft Office, Marketing, Wealth Management, Microsoft Excel, Customer Service, PowerPoint, Asset Allocation, Mutual Funds
Education
University of South Florida 2005 — 2011
Bachelor's degree, Accounting
Merrill Lynch
Skills
Sales, Series 7, Strategic Planning, Retirement Planning, Microsoft Office, Marketing, Wealth Management, Microsoft Excel, Customer Service, PowerPoint, Asset Allocation, Mutual Funds
Education
University of South Florida 2005 — 2011
Bachelor's degree, Accounting
Chardae Davis's Merrill Lynch Experience June 2012 - August 2012
Job Student at University of Southern California
Industry
Experience
USC Concerts Committee April 2013 - May 2014
Universal Music Group June 2013 - August 2013
Victoria Secret Pink May 2012 - January 2013
Merrill Lynch June 2012 - August 2012
Dick Clark Productions June 2012 - August 2012
Skills
Microsoft Office, Marketing Strategy, Marketing Communications, Songwriting, Social Media, Brand Developement, Sales Operations, Fashion, Brand Development
Education
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Music Industry, Pre-Law, Marketing
JSerra Catholic High School 2006 — 2010
High School Diploma
USC Concerts Committee April 2013 - May 2014
Universal Music Group June 2013 - August 2013
Victoria Secret Pink May 2012 - January 2013
Merrill Lynch June 2012 - August 2012
Dick Clark Productions June 2012 - August 2012
Skills
Microsoft Office, Marketing Strategy, Marketing Communications, Songwriting, Social Media, Brand Developement, Sales Operations, Fashion, Brand Development
Education
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Music Industry, Pre-Law, Marketing
JSerra Catholic High School 2006 — 2010
High School Diploma
Michael Moorhead Jr.'s Merrill Lynch Experience November 2014 - January 2015
Job Summer Intern at Crescent Capital Group
Industry Investment Management
Experience
Crescent Capital Group May 2015 - July 2015
Merrill Lynch November 2014 - January 2015
Emmes Asset Management May 2014 - August 2014
Roger Dunn Golf Shops May 2013 - August 2013
Campus Deliveries, Inc. January 2013 - May 2013
Skills
Microsoft Office, Customer Service, Research, Time Management, Real Estate, Acquisitions, Asset Management, Real Estate Development, Mergers & Acquisitions, Investments, Microsoft Excel, Finance
Education
University of Southern California 2012 — 2016
Bachelor's Degree, Bachelor of Science in Policy, Planning, and Development (Real Estate Development Track), Business Finance (Minor)
Investment Banking Institute 2014 — 2014
Intensive 4-week financial modeling and valuation training program
Corona Del Mar High School 2008 — 2012
Crescent Capital Group May 2015 - July 2015
Merrill Lynch November 2014 - January 2015
Emmes Asset Management May 2014 - August 2014
Roger Dunn Golf Shops May 2013 - August 2013
Campus Deliveries, Inc. January 2013 - May 2013
Skills
Microsoft Office, Customer Service, Research, Time Management, Real Estate, Acquisitions, Asset Management, Real Estate Development, Mergers & Acquisitions, Investments, Microsoft Excel, Finance
Education
University of Southern California 2012 — 2016
Bachelor's Degree, Bachelor of Science in Policy, Planning, and Development (Real Estate Development Track), Business Finance (Minor)
Investment Banking Institute 2014 — 2014
Intensive 4-week financial modeling and valuation training program
Corona Del Mar High School 2008 — 2012
Martin Gale, CFP® Martin Gale, CFP®'s Merrill Lynch Experience July 2013 - August 2015
Job Vice President at Hallmark Capital Management
Industry Financial Services
Experience
Hallmark Capital Management August 2015 - Present
Merrill Lynch July 2013 - August 2015
USAA June 2011 - July 2013
USAA February 2009 - June 2011
Skills
Series 7, Certified Financial..., Financial Advisory, Fixed Annuities, Series 63, Life & Health Insurance..., Financial Services, Series 65, CRPC, Finance, Insurance, Mutual Funds, Investments, Retirement, Retirement Planning, Wealth Management, Asset Allocation, Financial Planning, Portfolio Management, Life Insurance, Estate Planning, Securities
Education
University of South Florida 2004 — 2009
Bachelor of Science (B.S.), Finance, General
Hallmark Capital Management August 2015 - Present
Merrill Lynch July 2013 - August 2015
USAA June 2011 - July 2013
USAA February 2009 - June 2011
Skills
Series 7, Certified Financial..., Financial Advisory, Fixed Annuities, Series 63, Life & Health Insurance..., Financial Services, Series 65, CRPC, Finance, Insurance, Mutual Funds, Investments, Retirement, Retirement Planning, Wealth Management, Asset Allocation, Financial Planning, Portfolio Management, Life Insurance, Estate Planning, Securities
Education
University of South Florida 2004 — 2009
Bachelor of Science (B.S.), Finance, General
Christopher Hawks Christopher Hawks's Merrill Lynch Experience June 2012 - Present
Job Marketing Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Wellbridge August 2011 - May 2012
Foot Locker July 2008 - August 2010
Publix January 2006 - May 2008
Education
University of South Florida 2008 — 2012
Bachelor of Arts (B.A.), •Major: Psychology •Minor: General Business Administration, 3.7
Merrill Lynch June 2012 - Present
Wellbridge August 2011 - May 2012
Foot Locker July 2008 - August 2010
Publix January 2006 - May 2008
Education
University of South Florida 2008 — 2012
Bachelor of Arts (B.A.), •Major: Psychology •Minor: General Business Administration, 3.7
Chris Kaufherr Chris Kaufherr's Merrill Lynch Experience May 2012 - August 2012
Job Business Analyst
Industry Financial Services
Experience
Citi May 2014 - Present
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Office, Customer Service
Education
University of South Florida
Bachelor of Science, Finance and Economics
Citi May 2014 - Present
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Office, Customer Service
Education
University of South Florida
Bachelor of Science, Finance and Economics
Layne Tally's Merrill Lynch Experience September 2011 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
Transamerica December 2010 - April 2012
Trust Company of the West September 2007 - December 2010
Morgan Stanley April 2006 - August 2007
Fairfield June 2004 - August 2004
Skills
Financial Modeling, Sales, Strategy, Series 7, Investments, Financial Analysis, Finance, Valuation
Education
University of Southern California 2003 — 2007
BS, Business Administration
Merrill Lynch September 2011 - Present
Transamerica December 2010 - April 2012
Trust Company of the West September 2007 - December 2010
Morgan Stanley April 2006 - August 2007
Fairfield June 2004 - August 2004
Skills
Financial Modeling, Sales, Strategy, Series 7, Investments, Financial Analysis, Finance, Valuation
Education
University of Southern California 2003 — 2007
BS, Business Administration
Rob Sabel, CRPC Rob Sabel, CRPC's Merrill Lynch Experience November 1988 - December 2008
Job Sr. Financial Advisor, 1st Vice President, Investments, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. December 2008 - Present
Merrill Lynch November 1988 - December 2008
Education
USC
UBS Financial Services, Inc. December 2008 - Present
Merrill Lynch November 1988 - December 2008
Education
USC
Daniel Posthauer Daniel Posthauer's Merrill Lynch Experience August 2009 - February 2011
Job VP Municipal Trading at Cantor Fitzgerald
Industry Capital Markets
Experience
Cantor Fitzgerald April 2013 - Present
Wedbush Securities October 2012 - April 2013
Wedbush Securities March 2011 - October 2012
Merrill Lynch August 2009 - February 2011
Keane Capital Management May 2008 - August 2008
Education
University of Southern California 2005 — 2009
BS, Finance
Cantor Fitzgerald April 2013 - Present
Wedbush Securities October 2012 - April 2013
Wedbush Securities March 2011 - October 2012
Merrill Lynch August 2009 - February 2011
Keane Capital Management May 2008 - August 2008
Education
University of Southern California 2005 — 2009
BS, Finance
Devin Lindsey's Merrill Lynch Experience August 2007 - December 2007
Job Events Services Professional
Industry Events Services
Experience
Hilton August 2009 - January 2011
Enterprise Rent-A-Car January 2009 - July 2009
Aspirations Winery November 2007 - January 2009
Merrill Lynch August 2007 - December 2007
TGI Fridays August 2004 - November 2007
Education
University of South Florida 2004 — 2008
Bachelor of Arts, Business Administration, Marketing
Hilton August 2009 - January 2011
Enterprise Rent-A-Car January 2009 - July 2009
Aspirations Winery November 2007 - January 2009
Merrill Lynch August 2007 - December 2007
TGI Fridays August 2004 - November 2007
Education
University of South Florida 2004 — 2008
Bachelor of Arts, Business Administration, Marketing
Kaylee Buscemi's Merrill Lynch Experience September 2012 - December 2012
Job Client Service Representative at The Honest Company
Industry Marketing and Advertising
Experience
The Honest Company September 2015 - Present
Fisher Investments March 2013 - June 2014
Merrill Lynch September 2012 - December 2012
BGC Partners June 2011 - August 2011
Disneyland Resort May 2009 - December 2009
Skills
Marketing Strategy, Microsoft Excel, Marketing, PowerPoint, Research, Social Media, Social Media Marketing, Data Analysis, Microsoft Word, Outlook, Microsoft Office, Windows, Mac, Customer Service, Sales, Strategic Planning, Budgets
Education
University of Southern California 2010 — 2012
Bachelor of Business Administration (B.B.A.)
The Honest Company September 2015 - Present
Fisher Investments March 2013 - June 2014
Merrill Lynch September 2012 - December 2012
BGC Partners June 2011 - August 2011
Disneyland Resort May 2009 - December 2009
Skills
Marketing Strategy, Microsoft Excel, Marketing, PowerPoint, Research, Social Media, Social Media Marketing, Data Analysis, Microsoft Word, Outlook, Microsoft Office, Windows, Mac, Customer Service, Sales, Strategic Planning, Budgets
Education
University of Southern California 2010 — 2012
Bachelor of Business Administration (B.B.A.)
Sam Jo Sam Jo's Merrill Lynch Experience August 2010 - December 2010
Job Risk Assurance Senior Associate at PwC
Industry Financial Services
Experience
PwC June 2015 - Present
PwC July 2013 - Present
PwC June 2012 - August 2012
Gerson Lehrman Group June 2011 - August 2011
Merrill Lynch August 2010 - December 2010
Skills
Analysis, Microsoft Excel, Valuation, Due Diligence, Microsoft Office, Data Analysis, Financial Analysis, PowerPoint, Public Speaking, Corporate Finance, Economics, Financial Modeling
Education
University of Southern California - Marshall School of Business 2009 — 2013
Bachelor's Degree, Finance, Entrepreneurship
University of Southern California 2009 — 2013
Bachelor's Degree, Accounting Information Systems
PwC June 2015 - Present
PwC July 2013 - Present
PwC June 2012 - August 2012
Gerson Lehrman Group June 2011 - August 2011
Merrill Lynch August 2010 - December 2010
Skills
Analysis, Microsoft Excel, Valuation, Due Diligence, Microsoft Office, Data Analysis, Financial Analysis, PowerPoint, Public Speaking, Corporate Finance, Economics, Financial Modeling
Education
University of Southern California - Marshall School of Business 2009 — 2013
Bachelor's Degree, Finance, Entrepreneurship
University of Southern California 2009 — 2013
Bachelor's Degree, Accounting Information Systems
Cindy Leah Hanerhoff Cindy Leah Hanerhoff's Merrill Lynch Experience September 1982 - July 1989
Job Owner, LaraDorbeckerSecurities Corporation
Industry Financial Services
Experience
LaraDorbeckerSecurities Corporation January 2001 - Present
Paine Webber July 1989 - August 1996
Merrill Lynch September 1982 - July 1989
Skills
Investments, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Strategic Planning, Asset Managment, New Business Development, Mutual Funds, Insurance, Financial Analysis, Investment Advisory, Securities, Team Building, Business Strategy, Alternative Investments, Small Business, Portfolio Management, Banking, Asset Management, Mergers & Acquisitions, Asset Allocation, Risk Management, Financial Services, Series 65, ETFs, Trading, Equities, Investment Strategies, Capital Markets, Fixed Income, Financial Advisory, Private Equity, Wealth Management..., Investment Banking, Financial Markets, Hedge Funds, Options, FINRA, Series 63, Emerging Markets, Series 24, Retirement, Derivatives, Bonds, Financial Structuring, IRAs, Valuation, Private Banking, Finance
Education
University of South Florida 1974 — 1980
BA, International Relations Latin American Studies
UNAM Mexico City 1976 — 1977
LaraDorbeckerSecurities Corporation January 2001 - Present
Paine Webber July 1989 - August 1996
Merrill Lynch September 1982 - July 1989
Skills
Investments, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Strategic Planning, Asset Managment, New Business Development, Mutual Funds, Insurance, Financial Analysis, Investment Advisory, Securities, Team Building, Business Strategy, Alternative Investments, Small Business, Portfolio Management, Banking, Asset Management, Mergers & Acquisitions, Asset Allocation, Risk Management, Financial Services, Series 65, ETFs, Trading, Equities, Investment Strategies, Capital Markets, Fixed Income, Financial Advisory, Private Equity, Wealth Management..., Investment Banking, Financial Markets, Hedge Funds, Options, FINRA, Series 63, Emerging Markets, Series 24, Retirement, Derivatives, Bonds, Financial Structuring, IRAs, Valuation, Private Banking, Finance
Education
University of South Florida 1974 — 1980
BA, International Relations Latin American Studies
UNAM Mexico City 1976 — 1977
Justine Eshleman Justine Eshleman's Merrill Lynch Experience September 2008 - December 2008
Job Private Chef / Catering
Industry Food & Beverages
Experience
Live Nation November 2010 - November 2011
Provident Funding Associates L.P. 2009 - 2010
Merrill Lynch September 2008 - December 2008
Total Woman Gym and Day Spa 2003 - 2007
Education
University of Southern California
Bachelor of Science, Business Administration - Corporate Finance
Live Nation November 2010 - November 2011
Provident Funding Associates L.P. 2009 - 2010
Merrill Lynch September 2008 - December 2008
Total Woman Gym and Day Spa 2003 - 2007
Education
University of Southern California
Bachelor of Science, Business Administration - Corporate Finance
Matthew VanEck, MAI Matthew VanEck, MAI's Merrill Lynch Experience June 2003 - February 2004
Job Valuation Services Director at ColliersInternational
Industry Financial Services
Experience
Colliers-International March 2015 - Present
American Appraisal August 2014 - March 2015
FMV Opinions, Inc. March 2005 - August 2014
Appraisal Institute January 2013 - December 2013
FTN Midwest 2004 - 2005
Merrill Lynch June 2003 - February 2004
Uline 2002 - 2002
Skills
Valuation, Financial Modeling, Investments, Financial Analysis, Due Diligence, Market Research, Microsoft Excel, Research
Education
University of Southern California 2000 — 2004
Bachelor of Arts (B.A.), Economics
Colliers-International March 2015 - Present
American Appraisal August 2014 - March 2015
FMV Opinions, Inc. March 2005 - August 2014
Appraisal Institute January 2013 - December 2013
FTN Midwest 2004 - 2005
Merrill Lynch June 2003 - February 2004
Uline 2002 - 2002
Skills
Valuation, Financial Modeling, Investments, Financial Analysis, Due Diligence, Market Research, Microsoft Excel, Research
Education
University of Southern California 2000 — 2004
Bachelor of Arts (B.A.), Economics
Jason Roppatte Jason Roppatte's Merrill Lynch Experience September 1999 - August 2004
Job SLA/TPA Coordinator North America Territory at BNP Paribas
Industry Banking
Experience
BNP Paribas October 2013 - Present
BNP Paribas May 2006 - September 2013
Deutsche Bank August 2004 - April 2006
Merrill Lynch September 1999 - August 2004
Herzog, Heine, Geduld October 1995 - September 1999
Skills
Quality Assurance &..., Internal Audit, Quality Assurance, Auditing, Internal Controls, Banking, Service Level Agreements, Transfer Pricing, AML, Finance, Governance, Operational Risk, Project Planning, Risk Management
Education
University of South Florida 1990 — 1994
Bachelor of Arts (BA), English - Professional & Technical Writing
BNP Paribas October 2013 - Present
BNP Paribas May 2006 - September 2013
Deutsche Bank August 2004 - April 2006
Merrill Lynch September 1999 - August 2004
Herzog, Heine, Geduld October 1995 - September 1999
Skills
Quality Assurance &..., Internal Audit, Quality Assurance, Auditing, Internal Controls, Banking, Service Level Agreements, Transfer Pricing, AML, Finance, Governance, Operational Risk, Project Planning, Risk Management
Education
University of South Florida 1990 — 1994
Bachelor of Arts (BA), English - Professional & Technical Writing
Ernie Thomas Ernie Thomas's Merrill Lynch Experience 1976 - 2001
Job President at Global Commodity Futures, LLC
Industry Financial Services
Experience
Global Commodity Futures, LLC February 2009 - Present
Merrill Lynch 1976 - 2001
U.S. Coast Guard November 1963 - October 1967
Skills
Commodities, Trading, Risk Management, Hedging, Investments, Options, Commodity Markets, Financial Analysis, Derivatives, Portfolio Management, International Trade, Asset Managment, Equities, Financial Markets, Capital Markets, Business Strategy, Fixed Income, Financial Risk, Commodity
Education
University of South Florida 1972 — 1974
BA, Finance
Hillsborough Community College 1970 — 1972
AA, Business
Global Commodity Futures, LLC February 2009 - Present
Merrill Lynch 1976 - 2001
U.S. Coast Guard November 1963 - October 1967
Skills
Commodities, Trading, Risk Management, Hedging, Investments, Options, Commodity Markets, Financial Analysis, Derivatives, Portfolio Management, International Trade, Asset Managment, Equities, Financial Markets, Capital Markets, Business Strategy, Fixed Income, Financial Risk, Commodity
Education
University of South Florida 1972 — 1974
BA, Finance
Hillsborough Community College 1970 — 1972
AA, Business
Michael H. Lee Michael H. Lee's Merrill Lynch Experience August 2012 - December 2012
Job Teacher at Greenleaf K8
Industry
Experience
Greenleaf K-8 August 2015 - Present
Grant Thornton LLP September 2014 - April 2015
KPMG US June 2013 - August 2013
Merrill Lynch August 2012 - December 2012
Course Hero, Inc. May 2012 - October 2012
Skills
Financial Modeling, PowerPoint, Microsoft Excel, Valuation, Mandarin, Market Research, Entrepreneurship, Microsoft Word, Data Analysis, Financial Analysis, Corporate Finance, Investments, Microsoft Office, Economics, Finance, Leadership, Business Development
Education
University of Southern California 2011 — 2014
Bachelor of Science (BS), Business Administration
Greenleaf K-8 August 2015 - Present
Grant Thornton LLP September 2014 - April 2015
KPMG US June 2013 - August 2013
Merrill Lynch August 2012 - December 2012
Course Hero, Inc. May 2012 - October 2012
Skills
Financial Modeling, PowerPoint, Microsoft Excel, Valuation, Mandarin, Market Research, Entrepreneurship, Microsoft Word, Data Analysis, Financial Analysis, Corporate Finance, Investments, Microsoft Office, Economics, Finance, Leadership, Business Development
Education
University of Southern California 2011 — 2014
Bachelor of Science (BS), Business Administration
Jen Messer's Merrill Lynch Experience August 2007 - November 2008
Job Recruiter at Kelly Services
Industry Staffing and Recruiting
Experience
Kelly Services July 2015 - Present
Apex Systems June 2012 - July 2015
Kforce Inc. November 2010 - June 2012
Ideal Image June 2010 - October 2010
Maddux Business Report January 2010 - May 2010
Morgan Stanley Smith Barney November 2008 - December 2009
Merrill Lynch August 2007 - November 2008
Skills
Marketing, Account Management, Building Relationships, Applicant Tracking..., Talent Acquisition, Cold Calling, Recruiting, Sales, Internet Recruiting, Technical Recruiting, Lead Generation, Business Development, Leadership, CRM, New Business Development, Temporary Placement, Staff Augmentation, Screening, B2B, Management, Online Advertising
Education
University of South Florida 2004 — 2008
BA, Public Relations
Kelly Services July 2015 - Present
Apex Systems June 2012 - July 2015
Kforce Inc. November 2010 - June 2012
Ideal Image June 2010 - October 2010
Maddux Business Report January 2010 - May 2010
Morgan Stanley Smith Barney November 2008 - December 2009
Merrill Lynch August 2007 - November 2008
Skills
Marketing, Account Management, Building Relationships, Applicant Tracking..., Talent Acquisition, Cold Calling, Recruiting, Sales, Internet Recruiting, Technical Recruiting, Lead Generation, Business Development, Leadership, CRM, New Business Development, Temporary Placement, Staff Augmentation, Screening, B2B, Management, Online Advertising
Education
University of South Florida 2004 — 2008
BA, Public Relations
Ashley Motley Ashley Motley's Merrill Lynch Experience 2014 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Citi January 2013 - June 2014
Merrill Lynch 2014 - 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Spanish, PowerPoint, Public Speaking, Outlook, UAT Coordination, Bloomberg, Access, Data Mining, SharePoint, Agile Methodologies, Microsoft Project Server, Ad Hoc Reporting, Risk Management, Employee Training, At Multitasking, Visio, Analysis, Databases, Security, User Acceptance Testing, Communication, Customer Service
Education
University of South Florida 2009 — 2012
Bachelor's Degree, International Business
University of South Florida 2009 — 2012
Bachelor's Degree, Spanish Language and Literature
Citi January 2013 - June 2014
Merrill Lynch 2014 - 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Spanish, PowerPoint, Public Speaking, Outlook, UAT Coordination, Bloomberg, Access, Data Mining, SharePoint, Agile Methodologies, Microsoft Project Server, Ad Hoc Reporting, Risk Management, Employee Training, At Multitasking, Visio, Analysis, Databases, Security, User Acceptance Testing, Communication, Customer Service
Education
University of South Florida 2009 — 2012
Bachelor's Degree, International Business
University of South Florida 2009 — 2012
Bachelor's Degree, Spanish Language and Literature
Patrick Whalen, CFP®, CTFA's Merrill Lynch Experience May 2005 - July 2006
Job Trust Implementation Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments April 2010 - July 2012
Fidelity Investments January 2007 - April 2010
Merrill Lynch May 2005 - July 2006
Self-employed August 2003 - April 2005
PeopleSoft September 2002 - August 2003
Hewlett Packard June 1999 - November 2002
Skills
Investments, Estate Planning, Strategic Financial..., Portfolio Management, Financial Analysis, Asset Managment, Financial Modeling, Equities, Wealth Management, Financial Services, Mutual Funds, Asset Allocation, Insurance, Securities, Retirement Planning, Finance, Corporate Finance, Private Equity, Valuation, Risk Management, Retirement, Financial Risk
Education
University of Southern California - Marshall School of Business 1997 — 1999
1999, Finance
University of Southern California 1996 — 1999
1999, Business & Finance
Cannon Trust School
Fidelity Investments July 2012 - Present
Fidelity Investments April 2010 - July 2012
Fidelity Investments January 2007 - April 2010
Merrill Lynch May 2005 - July 2006
Self-employed August 2003 - April 2005
PeopleSoft September 2002 - August 2003
Hewlett Packard June 1999 - November 2002
Skills
Investments, Estate Planning, Strategic Financial..., Portfolio Management, Financial Analysis, Asset Managment, Financial Modeling, Equities, Wealth Management, Financial Services, Mutual Funds, Asset Allocation, Insurance, Securities, Retirement Planning, Finance, Corporate Finance, Private Equity, Valuation, Risk Management, Retirement, Financial Risk
Education
University of Southern California - Marshall School of Business 1997 — 1999
1999, Finance
University of Southern California 1996 — 1999
1999, Business & Finance
Cannon Trust School
Eric Scott's Merrill Lynch Experience June 2006 - April 2013
Job VP of SalesPerform Member & Patient Experience
Industry Hospital & Health Care
Experience
SPH Analytics July 2013 - Present
DSAA D.A.D.S June 2012 - June 2015
Merrill Lynch June 2006 - April 2013
Skills
Business Development, Customer Service, Team Leadership, Sales Management, Leadership, Recruiting, Negotiation, Healthcare, Research, Marketing, Coaching, Business Strategy, Strategy, Salesforce.com, Survey Administration, Sales, Management, Team Building, Strategic Planning, Process Improvement, Public Speaking
Education
University of South Florida 2002 — 2006
Bachelor of Arts (B.A.), Criminology
University of South Florida 2002 — 2004
Bachelor of Applied Science (BASc), Criminology
SPH Analytics July 2013 - Present
DSAA D.A.D.S June 2012 - June 2015
Merrill Lynch June 2006 - April 2013
Skills
Business Development, Customer Service, Team Leadership, Sales Management, Leadership, Recruiting, Negotiation, Healthcare, Research, Marketing, Coaching, Business Strategy, Strategy, Salesforce.com, Survey Administration, Sales, Management, Team Building, Strategic Planning, Process Improvement, Public Speaking
Education
University of South Florida 2002 — 2006
Bachelor of Arts (B.A.), Criminology
University of South Florida 2002 — 2004
Bachelor of Applied Science (BASc), Criminology
Brett Reynolds, MAI, CCIM's Merrill Lynch Experience January 2002 - December 2002
Job
Industry Real Estate
Experience
Wesco Companies October 2013 - Present
FMV Opinions, Inc. June 2003 - October 2013
Merrill Lynch January 2002 - December 2002
Skills
Valuation, Investments, Due Diligence, Real Estate Economics, Asset Managment, Real Estate, Real Estate Development, Portfolio Management, Investors, Real Estate Transactions, Financial Modeling, Brokerage, Financial Analysis, Mortgage Lending, Investment Properties, Private Equity, Financial Structuring, Finance, Commercial Mortgages, Loans, Property Management, Leases, Property, Asset Management, Commercial Real Estate, Appraisals, Disposition, Business Valuation, Funding, Real Estate Financing, Market Analysis, Acquisitions, Contract Negotiation, Dispositions
Education
University of Southern California 2000 — 2004
Economics
University of Southern California
Economics, Economics
Wesco Companies October 2013 - Present
FMV Opinions, Inc. June 2003 - October 2013
Merrill Lynch January 2002 - December 2002
Skills
Valuation, Investments, Due Diligence, Real Estate Economics, Asset Managment, Real Estate, Real Estate Development, Portfolio Management, Investors, Real Estate Transactions, Financial Modeling, Brokerage, Financial Analysis, Mortgage Lending, Investment Properties, Private Equity, Financial Structuring, Finance, Commercial Mortgages, Loans, Property Management, Leases, Property, Asset Management, Commercial Real Estate, Appraisals, Disposition, Business Valuation, Funding, Real Estate Financing, Market Analysis, Acquisitions, Contract Negotiation, Dispositions
Education
University of Southern California 2000 — 2004
Economics
University of Southern California
Economics, Economics
Amy Meek's Merrill Lynch Experience October 2010 - May 2012
Job CEO/President at United Way of Citrus County
Industry Banking
Experience
United Way of Citrus County June 2012 - Present
United Way of Citrus County June 2012 - Present
Merrill Lynch October 2010 - May 2012
Home Mom August 2007 - September 2010
MortgageIT a subsidiary of Deutsche Bank September 2003 - October 2007
Skills
Credit, Loan Origination, Loans, Banking, Mortgage Lending, Commercial Lending, Finance, Financial Analysis, Financial Services, Credit Analysis, Credit Risk, Mortgage Banking, Risk Management, Portfolio Management, Underwriting, Fundraising, Media Relations, Building Relationships, Community Organizing, Community Engagement, Change Management
Education
University of South Florida 1998 — 2002
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Crystal River High School 1994 — 1998
United Way of Citrus County June 2012 - Present
United Way of Citrus County June 2012 - Present
Merrill Lynch October 2010 - May 2012
Home Mom August 2007 - September 2010
MortgageIT a subsidiary of Deutsche Bank September 2003 - October 2007
Skills
Credit, Loan Origination, Loans, Banking, Mortgage Lending, Commercial Lending, Finance, Financial Analysis, Financial Services, Credit Analysis, Credit Risk, Mortgage Banking, Risk Management, Portfolio Management, Underwriting, Fundraising, Media Relations, Building Relationships, Community Organizing, Community Engagement, Change Management
Education
University of South Florida 1998 — 2002
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Crystal River High School 1994 — 1998
Lane Zimmer's Merrill Lynch Experience September 2004 - January 2005
Job Portfolio Analyst at Colony American Homes
Industry Real Estate
Experience
Colony American Homes September 2014 - Present
CAH Realty Florida August 2008 - Present
American Homes 4 Rent March 2013 - August 2014
Clayton Holdings April 2009 - March 2013
Wilherst-Oxford Venture Capital January 2008 - January 2009
Raymond James Financial Inc. July 2005 - January 2006
Merrill Lynch September 2004 - January 2005
Skills
Investments, Financial Modeling, Loans, Asset Managment, Portfolio Management, Financial Analysis, Credit, Private Equity, Finance, Valuation, Argus Modeling, Real Estate, Real Estate Acquisitions, Commercial Real Estate, Asset Management, Analysis, Credit Risk, Investment Properties, Customer Service, Sales, Securities
Education
University of South Florida 2006 — 2007
MBA, Management, Entrepreneurship, Finance
University of South Florida 2001 — 2005
BS, Finance
Colony American Homes September 2014 - Present
CAH Realty Florida August 2008 - Present
American Homes 4 Rent March 2013 - August 2014
Clayton Holdings April 2009 - March 2013
Wilherst-Oxford Venture Capital January 2008 - January 2009
Raymond James Financial Inc. July 2005 - January 2006
Merrill Lynch September 2004 - January 2005
Skills
Investments, Financial Modeling, Loans, Asset Managment, Portfolio Management, Financial Analysis, Credit, Private Equity, Finance, Valuation, Argus Modeling, Real Estate, Real Estate Acquisitions, Commercial Real Estate, Asset Management, Analysis, Credit Risk, Investment Properties, Customer Service, Sales, Securities
Education
University of South Florida 2006 — 2007
MBA, Management, Entrepreneurship, Finance
University of South Florida 2001 — 2005
BS, Finance
Jeremy Puma, CFP®'s Merrill Lynch Experience September 2012 - Present
Job Financial Advisor ⎪ Senior Portfolio Advisor with Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch September 2012 - Present
Bubble Foundation Limited August 2013 - Present
Citibank, N.A. - New York, NY March 2011 - September 2012
Genworth Financial Wealth Management - Los Angeles, CA May 2007 - July 2010
Merrill Lynch, Global Private Client Group - Los Angeles, CA October 2005 - May 2007
AIG Advisor Group - Los Angeles, CA September 2004 - October 2005
Skills
Financial Services, Financial Planners, Training, Series 7, Series 63, Securities, Mutual Funds, Wealth Management, Investments, Asset Managment, Portfolio Management, Strategic Financial..., Insurance, Relationship Management, Finance, Financial Advisory, Fixed Annuities, Financial Analysis, Risk Management, Equities, Fixed Income, Trading, Investment Banking, Retirement Planning, Banking, Investment Management, Series 65, High Net Worth..., Wealth Management..., Investment Advisory, Asset Allocation, Mortgage Lending, Alternative Investments, Business Development, Capital Markets, Private Banking, Loans, Financial Markets, Derivatives, Estate Planning, Financial Planning
Education
University of Southern California 1997 — 2001
School of Cinematic Arts, Film Production
Syosset High School 1992 — 1996
Merrill Lynch September 2012 - Present
Bubble Foundation Limited August 2013 - Present
Citibank, N.A. - New York, NY March 2011 - September 2012
Genworth Financial Wealth Management - Los Angeles, CA May 2007 - July 2010
Merrill Lynch, Global Private Client Group - Los Angeles, CA October 2005 - May 2007
AIG Advisor Group - Los Angeles, CA September 2004 - October 2005
Skills
Financial Services, Financial Planners, Training, Series 7, Series 63, Securities, Mutual Funds, Wealth Management, Investments, Asset Managment, Portfolio Management, Strategic Financial..., Insurance, Relationship Management, Finance, Financial Advisory, Fixed Annuities, Financial Analysis, Risk Management, Equities, Fixed Income, Trading, Investment Banking, Retirement Planning, Banking, Investment Management, Series 65, High Net Worth..., Wealth Management..., Investment Advisory, Asset Allocation, Mortgage Lending, Alternative Investments, Business Development, Capital Markets, Private Banking, Loans, Financial Markets, Derivatives, Estate Planning, Financial Planning
Education
University of Southern California 1997 — 2001
School of Cinematic Arts, Film Production
Syosset High School 1992 — 1996
Barry Porter's Merrill Lynch Experience May 1988 - October 2013
Job Senior Vice President Wealth Management at UBS
Industry Investment Management
Experience
UBS Financial Services, Inc. October 2013 - Present
Merrill Lynch May 1988 - October 2013
Education
University of Southern California 1984 — 1986
BA, Business Administration
UBS Financial Services, Inc. October 2013 - Present
Merrill Lynch May 1988 - October 2013
Education
University of Southern California 1984 — 1986
BA, Business Administration
Teri Oldknow's Merrill Lynch Experience June 2012 - Present
Job Wealth Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
New York Life Insurance Company July 2011 - April 2012
Hilltop Management Company January 2010 - June 2011
De Anza Land and Leisure Corp. April 1994 - December 2009
Saddle Sore Saloon April 2004 - July 2009
Starlight Drive In Atlanta 2000 - 2009
Skills
Real Estate Development, Due Diligence, Real Estate, Negotiation, Strategy, Creative Direction, Marketing, Public Speaking, Entrepreneurship, Contract Negotiation, Strategic Planning, Residential Homes, Event Management, Portfolio Management, Investment Properties, Private Equity, Finance, Investments, Team Building, Strategic Financial..., Disposition, Financial Modeling, Valuation, Financial Analysis, Real Estate Economics, Asset Management, Real Estate Financing, Small Business, Business Development, Mergers & Acquisitions, Retirement Planning, Market Research, Corporate Development, Joint Ventures, Brokerage, Commercial Real Estate, Business Planning, Mortgage Lending, Real Estate Transactions, Business Strategy, Start-ups, Marketing Strategy
Education
University of Southern California 1977 — 1981
BA, International Relations
Westridge High School, Pasadena, CA 1974 — 1976
High School
Merrill Lynch June 2012 - Present
New York Life Insurance Company July 2011 - April 2012
Hilltop Management Company January 2010 - June 2011
De Anza Land and Leisure Corp. April 1994 - December 2009
Saddle Sore Saloon April 2004 - July 2009
Starlight Drive In Atlanta 2000 - 2009
Skills
Real Estate Development, Due Diligence, Real Estate, Negotiation, Strategy, Creative Direction, Marketing, Public Speaking, Entrepreneurship, Contract Negotiation, Strategic Planning, Residential Homes, Event Management, Portfolio Management, Investment Properties, Private Equity, Finance, Investments, Team Building, Strategic Financial..., Disposition, Financial Modeling, Valuation, Financial Analysis, Real Estate Economics, Asset Management, Real Estate Financing, Small Business, Business Development, Mergers & Acquisitions, Retirement Planning, Market Research, Corporate Development, Joint Ventures, Brokerage, Commercial Real Estate, Business Planning, Mortgage Lending, Real Estate Transactions, Business Strategy, Start-ups, Marketing Strategy
Education
University of Southern California 1977 — 1981
BA, International Relations
Westridge High School, Pasadena, CA 1974 — 1976
High School
Chris Ferrell, CRPS®'s Merrill Lynch Experience October 2008 - March 2010
Job Capstone Retirement Group, LLC
Industry Financial Services
Experience
Capstone Retirement Group, LLC July 2012 - Present
Morgan Stanley Smith Barney March 2010 - June 2012
Merrill Lynch October 2008 - March 2010
AIG March 2006 - October 2008
Skills
Investments, Portfolio Management, Wealth Management, Securities, Mutual Funds, Equities, Strategic Financial..., Series 7, Fixed Income, Asset Managment
Education
University of South Florida 2001 — 2005
Bachelor of Science (B.S.), Finance
Capstone Retirement Group, LLC July 2012 - Present
Morgan Stanley Smith Barney March 2010 - June 2012
Merrill Lynch October 2008 - March 2010
AIG March 2006 - October 2008
Skills
Investments, Portfolio Management, Wealth Management, Securities, Mutual Funds, Equities, Strategic Financial..., Series 7, Fixed Income, Asset Managment
Education
University of South Florida 2001 — 2005
Bachelor of Science (B.S.), Finance
Raymond Stephens's Merrill Lynch Experience 2005 - 2008
Job Executive Director
Industry Information Technology and Services
Experience
J.P. Morgan July 2012 - Present
Barclays Capital October 2008 - November 2011
Lehman Brothers 2008 - 2008
Merrill Lynch 2005 - 2008
Morgan Stanley 1994 - 2005
Price Waterhouse 1989 - 1994
Skills
Program Management, Object Oriented Design, System Architecture, Trading Systems, Software Development, FX Options, Risk Management, Fixed Income, Emerging Markets, Foreign Exchange, SOA, Derivatives, Bonds, Electronic Trading, Integration, Investment Banking, Team Building
Education
University of Southampton 1986 — 1989
M. Phil, Chemical Physics, Liquid Crystal, Monte Carlo Simulations
University of Southampton 1983 — 1986
Bsc Hons, Chemistry
Woodberry Down 1976 — 1981
J.P. Morgan July 2012 - Present
Barclays Capital October 2008 - November 2011
Lehman Brothers 2008 - 2008
Merrill Lynch 2005 - 2008
Morgan Stanley 1994 - 2005
Price Waterhouse 1989 - 1994
Skills
Program Management, Object Oriented Design, System Architecture, Trading Systems, Software Development, FX Options, Risk Management, Fixed Income, Emerging Markets, Foreign Exchange, SOA, Derivatives, Bonds, Electronic Trading, Integration, Investment Banking, Team Building
Education
University of Southampton 1986 — 1989
M. Phil, Chemical Physics, Liquid Crystal, Monte Carlo Simulations
University of Southampton 1983 — 1986
Bsc Hons, Chemistry
Woodberry Down 1976 — 1981
Jon Breuer's Merrill Lynch Experience 2011 - 2013
Job High Yield Credit Trader
Industry Investment Management
Experience
Peridiem Global Investors January 2014 - Present
Merrill Lynch 2011 - 2013
Morgan Stanley 2009 - 2011
Skills
Accounting, Credit, Bloomberg, Sales, Fixed Income, Investments, Equities, Bonds, Management, Equity Research, Valuation, Commodity, Wealth Management, Hedge Funds, Alternative Investments, Financial Modeling, Series 7, Investment Banking, Capital Markets, Portfolio Management, Private Equity, Equity Trading, Banking, Economics, Series 63, Securities, Corporate Finance, Trading, High Yield, Mergers & Acquisitions, Equity Valuation, Credit Trading
Education
University of Southern California 2005 — 2009
Bachelor of Arts (B.A.), Economics
Peridiem Global Investors January 2014 - Present
Merrill Lynch 2011 - 2013
Morgan Stanley 2009 - 2011
Skills
Accounting, Credit, Bloomberg, Sales, Fixed Income, Investments, Equities, Bonds, Management, Equity Research, Valuation, Commodity, Wealth Management, Hedge Funds, Alternative Investments, Financial Modeling, Series 7, Investment Banking, Capital Markets, Portfolio Management, Private Equity, Equity Trading, Banking, Economics, Series 63, Securities, Corporate Finance, Trading, High Yield, Mergers & Acquisitions, Equity Valuation, Credit Trading
Education
University of Southern California 2005 — 2009
Bachelor of Arts (B.A.), Economics
David Dunzer's Merrill Lynch Experience 1998 - 2005
Job Managing Director at DBN Management LLC
Industry Real Estate
Experience
DBN Management LLC 2006 - Present
Merrill Lynch 1998 - 2005
Education
University of Southern California 1979 — 1982
BS BUS, FInance
DBN Management LLC 2006 - Present
Merrill Lynch 1998 - 2005
Education
University of Southern California 1979 — 1982
BS BUS, FInance
Frank B. Horrell's Merrill Lynch Experience 2000 - 2007
Job Director of Professional Advisor Development at Community Foundation of Greater Memphis
Industry Nonprofit Organization Management
Experience
Community Foundation of Greater Memphis January 2008 - Present
Merrill Lynch 2000 - 2007
Capital USA 1999 - 2000
Morgan Keegan 1984 - 1998
Skills
CPA, Certified Financial..., Strategic Financial..., Estate Planning, Wealth Management, High Net Worth..., Financial Planners, Retirement Planning, Wealth, Tax, Alternative Investments, Investments, Financial Advisory, Investment Management, Wealth Management..., Philanthropy, Financial Planning, Investment Strategies, Trusts
Education
University of South Florida - College of Business Administration
Bachelor of Business Administration (BBA), Accounting and Finance
Community Foundation of Greater Memphis January 2008 - Present
Merrill Lynch 2000 - 2007
Capital USA 1999 - 2000
Morgan Keegan 1984 - 1998
Skills
CPA, Certified Financial..., Strategic Financial..., Estate Planning, Wealth Management, High Net Worth..., Financial Planners, Retirement Planning, Wealth, Tax, Alternative Investments, Investments, Financial Advisory, Investment Management, Wealth Management..., Philanthropy, Financial Planning, Investment Strategies, Trusts
Education
University of South Florida - College of Business Administration
Bachelor of Business Administration (BBA), Accounting and Finance
Francesca Parini's Merrill Lynch Experience September 2008 - December 2008
Job Associate at Crosslink Capital
Industry Financial Services
Experience
Crosslink Capital May 2014 - Present
Relational Investors LLC January 2011 - January 2013
BofA Merrill Lynch June 2010 - August 2010
Merrill Lynch September 2008 - December 2008
Oto Bailey Fukumoto Mishima Inc. July 2007 - August 2007
Ghirardelli Chocolate Company July 2005 - August 2005
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Investments, DCF, Leadership, LBO, Management, Accounting, IPO, Microsoft Excel, Equity Research, Due Diligence, Finance, Financial Analysis
Education
University of Southern California 2006 — 2010
B.Sc., Business Administration
University of Southern California - Marshall School of Business 2006 — 2010
Business Administration, Finance
Crosslink Capital May 2014 - Present
Relational Investors LLC January 2011 - January 2013
BofA Merrill Lynch June 2010 - August 2010
Merrill Lynch September 2008 - December 2008
Oto Bailey Fukumoto Mishima Inc. July 2007 - August 2007
Ghirardelli Chocolate Company July 2005 - August 2005
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Investments, DCF, Leadership, LBO, Management, Accounting, IPO, Microsoft Excel, Equity Research, Due Diligence, Finance, Financial Analysis
Education
University of Southern California 2006 — 2010
B.Sc., Business Administration
University of Southern California - Marshall School of Business 2006 — 2010
Business Administration, Finance
Ayo K. Tillman's Merrill Lynch Experience October 2014 - Present
Job Investment Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
City of Miami District 5 Office November 2013 - August 2014
New York Life Insurance & Annuity Company May 2011 - March 2014
Skills
Series 7, Series 6, Equity Derivatives, Equity Trading, Bond Portfolio..., Portfolio Management, Options Strategies, Long-term Care, Mutual Funds, Asset Management, Retirement, Spanish-speaking, Licensed Life & Health..., Retirement Planning, ETFs, Financial Services, Investments, Educational Outreach, Business Financing, Leadership, Community Outreach, IRA, 401k Rollovers, Trust Services, Estate Planning, Estate Tax Planning, General Securities..., Fiduciary
Education
University of South Florida 2006 — 2008
B.A., Political Science
University of South Florida 2006 — 2008
Bachelor's degree, Economics
Merrill Lynch October 2014 - Present
City of Miami District 5 Office November 2013 - August 2014
New York Life Insurance & Annuity Company May 2011 - March 2014
Skills
Series 7, Series 6, Equity Derivatives, Equity Trading, Bond Portfolio..., Portfolio Management, Options Strategies, Long-term Care, Mutual Funds, Asset Management, Retirement, Spanish-speaking, Licensed Life & Health..., Retirement Planning, ETFs, Financial Services, Investments, Educational Outreach, Business Financing, Leadership, Community Outreach, IRA, 401k Rollovers, Trust Services, Estate Planning, Estate Tax Planning, General Securities..., Fiduciary
Education
University of South Florida 2006 — 2008
B.A., Political Science
University of South Florida 2006 — 2008
Bachelor's degree, Economics
Devin Lindsey, CMP-HC's Merrill Lynch Experience August 2007 - December 2007
Job Meeting and Event Manager at Experient
Industry Events Services
Experience
Experient July 2014 - Present
Ewald Consulting August 2013 - July 2014
WJ Weiser & Associates, Inc. May 2011 - August 2013
Hilton Orlando August 2009 - January 2011
Aspirations Winery November 2007 - July 2009
Merrill Lynch August 2007 - December 2007
Skills
Event Planning, Hotels, Corporate Events, Meeting Planning, Event Management, Budgets, Management, Customer Service, CRM, Email Marketing, Trade Shows, Customer Satisfaction, Food & Beverage
Education
University of South Florida 2004 — 2008
Bachelor of Arts in Business Administration, Marketing
Experient July 2014 - Present
Ewald Consulting August 2013 - July 2014
WJ Weiser & Associates, Inc. May 2011 - August 2013
Hilton Orlando August 2009 - January 2011
Aspirations Winery November 2007 - July 2009
Merrill Lynch August 2007 - December 2007
Skills
Event Planning, Hotels, Corporate Events, Meeting Planning, Event Management, Budgets, Management, Customer Service, CRM, Email Marketing, Trade Shows, Customer Satisfaction, Food & Beverage
Education
University of South Florida 2004 — 2008
Bachelor of Arts in Business Administration, Marketing
Andy Lambo's Merrill Lynch Experience October 1971 - September 1987
Job Social Media Consulting
Industry Internet
Experience
Social Media Lion January 2011 - Present
American Financial Services January 1994 - December 2010
2011 American Financial Services January 1994 - October 2010
Simplex Software November 1987 - December 1993
Shearson Lehman Claremont CA October 1984 - November 1987
Merrill Lynch October 1971 - September 1987
Merrill Lynch April 1980 - October 1984
Skills
Website Development, Blog Marketing, Social Media Marketing
Education
Cal State LA & Univ So Cal. 1964 — 1970
Bachelor of Arts, Economics & Finance
University of Southern California 1967 — 1969
BA, Economics & Finance
Social Media Lion January 2011 - Present
American Financial Services January 1994 - December 2010
2011 American Financial Services January 1994 - October 2010
Simplex Software November 1987 - December 1993
Shearson Lehman Claremont CA October 1984 - November 1987
Merrill Lynch October 1971 - September 1987
Merrill Lynch April 1980 - October 1984
Skills
Website Development, Blog Marketing, Social Media Marketing
Education
Cal State LA & Univ So Cal. 1964 — 1970
Bachelor of Arts, Economics & Finance
University of Southern California 1967 — 1969
BA, Economics & Finance
Robert Boek's Merrill Lynch Experience 1971 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
MERRILL LYNCH 1971 - 2012
MERRILL LYNCH 1971 - 2012
BANK OF AMERICA 1971 - 2012
MERRILL LYNCH 1971 - 2012
Merrill Lynch April 1971 - March 2009
Merrill Lynch 2008 - 2009
Skills
Securities, Mutual Funds, Finance, Investments, Wealth Management, Equities, Financial Risk, Fixed Income, Series 7, Asset Management, FINRA, Series 63, Investment Advisory, Alternative Investments, Financial Services
Education
University of South Florida College of Arts and Sciences 1964 — 1971
BA, Marketing
MERRILL LYNCH 1971 - 2012
MERRILL LYNCH 1971 - 2012
BANK OF AMERICA 1971 - 2012
MERRILL LYNCH 1971 - 2012
Merrill Lynch April 1971 - March 2009
Merrill Lynch 2008 - 2009
Skills
Securities, Mutual Funds, Finance, Investments, Wealth Management, Equities, Financial Risk, Fixed Income, Series 7, Asset Management, FINRA, Series 63, Investment Advisory, Alternative Investments, Financial Services
Education
University of South Florida College of Arts and Sciences 1964 — 1971
BA, Marketing
Cornelia Moore's Merrill Lynch Experience June 2008 - August 2008
Job COO
Industry Apparel & Fashion
Experience
Ralph Rucci d.b.a. Sies Marjan
Ralph Rucci July 2013 - July 2014
The Boston Consulting Group October 2011 - July 2013
Center for Strategic and International Studies June 2010 - June 2011
U.S. Department of State June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Insignia Films June 2007 - July 2007
Skills
Foreign Policy, Policy Analysis, Public Speaking, Nonprofits, Research, Management, Strategy, Public Policy, International Relations, Data Analysis, Analysis
Education
University of Southern California 2006 — 2010
BA, International Relations and Russian Studies
St. Petersburg State University 2009 — 2009
Russian Studies
Ralph Rucci d.b.a. Sies Marjan
Ralph Rucci July 2013 - July 2014
The Boston Consulting Group October 2011 - July 2013
Center for Strategic and International Studies June 2010 - June 2011
U.S. Department of State June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Insignia Films June 2007 - July 2007
Skills
Foreign Policy, Policy Analysis, Public Speaking, Nonprofits, Research, Management, Strategy, Public Policy, International Relations, Data Analysis, Analysis
Education
University of Southern California 2006 — 2010
BA, International Relations and Russian Studies
St. Petersburg State University 2009 — 2009
Russian Studies
程立强Chengliqiang's Merrill Lynch Experience 2011 - Present
Job Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch 2011 - Present
United Nations HQ September 2010 - Present
Education
University of Southern California 2009 — 2011
Merrill Lynch 2011 - Present
United Nations HQ September 2010 - Present
Education
University of Southern California 2009 — 2011
Ron Wheat's Merrill Lynch Experience December 2009 - November 2010
Job Senior Home Office Principal at Invest Financial
Industry Financial Services
Experience
Invest Financial October 2012 - Present
Invest Financial 2011 - October 2012
Merrill Lynch December 2009 - November 2010
Bank of America March 2006 - December 2009
Invest Financial February 2000 - January 2006
Raymond James Financial February 1998 - February 2000
Skills
Series 7, Series 63, Mutual Funds, Equities, FINRA, Series 24, Fixed Annuities, Financial Analysis, Series 65, Trading, Financial Advisory, IRAs, Bonds, Securities, Uniform Combined State..., Wealth Management, Investments, Asset Managment, Retirement Planning, Investment Advisory, Risk Management, Retirement, Asset Allocation, Finance
Education
University of South Florida 1996 — 1997
BS, Finance
Florida Community College 1982 — 1984
Associate Degree, General Business
Invest Financial October 2012 - Present
Invest Financial 2011 - October 2012
Merrill Lynch December 2009 - November 2010
Bank of America March 2006 - December 2009
Invest Financial February 2000 - January 2006
Raymond James Financial February 1998 - February 2000
Skills
Series 7, Series 63, Mutual Funds, Equities, FINRA, Series 24, Fixed Annuities, Financial Analysis, Series 65, Trading, Financial Advisory, IRAs, Bonds, Securities, Uniform Combined State..., Wealth Management, Investments, Asset Managment, Retirement Planning, Investment Advisory, Risk Management, Retirement, Asset Allocation, Finance
Education
University of South Florida 1996 — 1997
BS, Finance
Florida Community College 1982 — 1984
Associate Degree, General Business
Sean A Murphy's Merrill Lynch Experience 1999 - 2001
Job Senior Vice President Western Region at MetLife
Industry Financial Services
Experience
MetLife October 2012 - Present
UBS Wealth Management 2009 - October 2012
UBS Wealth Management January 2008 - May 2009
UBS March 2001 - January 2008
Merrill Lynch 1999 - 2001
Merrill Lynch July 1988 - December 1998
Skills
Wealth Management, Series 7, Fixed Income, Equities, Investments, Series 63, Mutual Funds, Portfolio Management, Securities, Financial Services
Education
University of South Florida
B.S., Finance
MetLife October 2012 - Present
UBS Wealth Management 2009 - October 2012
UBS Wealth Management January 2008 - May 2009
UBS March 2001 - January 2008
Merrill Lynch 1999 - 2001
Merrill Lynch July 1988 - December 1998
Skills
Wealth Management, Series 7, Fixed Income, Equities, Investments, Series 63, Mutual Funds, Portfolio Management, Securities, Financial Services
Education
University of South Florida
B.S., Finance
Gabriela D Ribeiro's Merrill Lynch Experience July 2011 - July 2011
Job Jr. Personal Banker at Banco Itaú International
Industry Financial Services
Experience
Banco Itaú International February 2013 - Present
Banco Itaú International July 2012 - February 2013
Merrill Lynch July 2011 - July 2011
Citibank (Banamex USA) July 2010 - July 2010
Skills
Spanish, English, Portuguese, Private Banking, Analysis, Proactive self-starter, CRM, Management, Business Development, Language Development, Communication, Data Analysis, Language Skills, Series 7, Banking, Microsoft Excel, Microsoft Office, Portfolio Management, Sales, Risk Management
Education
University of South Florida 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Banco Itaú International February 2013 - Present
Banco Itaú International July 2012 - February 2013
Merrill Lynch July 2011 - July 2011
Citibank (Banamex USA) July 2010 - July 2010
Skills
Spanish, English, Portuguese, Private Banking, Analysis, Proactive self-starter, CRM, Management, Business Development, Language Development, Communication, Data Analysis, Language Skills, Series 7, Banking, Microsoft Excel, Microsoft Office, Portfolio Management, Sales, Risk Management
Education
University of South Florida 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Andrew Vernon's Merrill Lynch Experience May 2007 - August 2007
Job Vice President at Captive Resources, LLC
Industry Insurance
Experience
Captive Resources, LLC September 2013 - Present
Hub International January 2013 - August 2013
Hub International February 2010 - January 2013
Enterprise Rent-A-Car July 2008 - January 2010
Merrill Lynch May 2007 - August 2007
Skills
Commercial Insurance, Casualty, Liability, General Insurance, Brokers, Consulting, Customer Service, Account Management, Strategic Planning, Outlook, Financial Analysis, Cold Calling, Portfolio Management, Customer Satisfaction, Access, Management, Marketing, Microsoft Excel, Sales, New Business Development, Employee Benefits, Insurance, Property & Casualty..., Casualty Insurance
Education
University of Southern California 2004 — 2008
Arts & Letters, Political Science
Captive Resources, LLC September 2013 - Present
Hub International January 2013 - August 2013
Hub International February 2010 - January 2013
Enterprise Rent-A-Car July 2008 - January 2010
Merrill Lynch May 2007 - August 2007
Skills
Commercial Insurance, Casualty, Liability, General Insurance, Brokers, Consulting, Customer Service, Account Management, Strategic Planning, Outlook, Financial Analysis, Cold Calling, Portfolio Management, Customer Satisfaction, Access, Management, Marketing, Microsoft Excel, Sales, New Business Development, Employee Benefits, Insurance, Property & Casualty..., Casualty Insurance
Education
University of Southern California 2004 — 2008
Arts & Letters, Political Science
Ishu Chadha's Merrill Lynch Experience January 2010 - May 2010
Job Associate at Kayne Anderson Capital Advisors
Industry Venture Capital & Private Equity
Experience
Kayne Anderson Capital Advisors August 2014 - Present
FTI Consulting September 2012 - July 2014
Protiviti June 2011 - August 2011
Merrill Lynch January 2010 - May 2010
Citi June 2009 - July 2009
Skills
Financial Modeling, Due Diligence, Bloomberg, Financial Analysis, Investments, Finance, Microsoft Excel, Financial Reporting, Valuation, Management Consulting, Corporate Finance, Restructuring, Business Valuation, Private Equity, Mergers & Acquisitions, Analysis
Education
University of Southern California - Marshall School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance
University of Southern California 2008 — 2012
Bachelor of Science (BS), Accounting
Fairmont Preparatory Academy 2004 — 2008
Kayne Anderson Capital Advisors August 2014 - Present
FTI Consulting September 2012 - July 2014
Protiviti June 2011 - August 2011
Merrill Lynch January 2010 - May 2010
Citi June 2009 - July 2009
Skills
Financial Modeling, Due Diligence, Bloomberg, Financial Analysis, Investments, Finance, Microsoft Excel, Financial Reporting, Valuation, Management Consulting, Corporate Finance, Restructuring, Business Valuation, Private Equity, Mergers & Acquisitions, Analysis
Education
University of Southern California - Marshall School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance
University of Southern California 2008 — 2012
Bachelor of Science (BS), Accounting
Fairmont Preparatory Academy 2004 — 2008
Eric Steifman's Merrill Lynch Experience May 1996 - July 2009
Job Managing Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2010 - Present
Morgan Stanley July 2009 - July 2010
Merrill Lynch May 1996 - July 2009
Deloitte July 1992 - May 1996
Skills
Capital Markets, Investment Banking, Banking, Mergers & Acquisitions, Finance, Management, Alternative Investments, Fixed Income, Equities, Private Equity, Derivatives, Structured Finance, Valuation, Corporate Finance, Due Diligence, Financial Structuring, Financial Modeling
Education
University of South Florida 1989 — 1991
BA, Accounting
Deutsche Bank July 2010 - Present
Morgan Stanley July 2009 - July 2010
Merrill Lynch May 1996 - July 2009
Deloitte July 1992 - May 1996
Skills
Capital Markets, Investment Banking, Banking, Mergers & Acquisitions, Finance, Management, Alternative Investments, Fixed Income, Equities, Private Equity, Derivatives, Structured Finance, Valuation, Corporate Finance, Due Diligence, Financial Structuring, Financial Modeling
Education
University of South Florida 1989 — 1991
BA, Accounting
Timothy Fannin's Merrill Lynch Experience February 2005 - October 2010
Job Portfolio Manager, UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2010 - Present
Merrill Lynch February 2005 - October 2010
Skills
Portfolio Management, Wealth Management, Mutual Funds, Investments, Series 7, Asset Allocation, Securities, Series 63, Strategic Financial..., Risk Management, Retirement, Financial Analysis, Credit, 401k, Fixed Annuities
Education
University of South Florida 2000 — 2004
Bachelor's degree, Finance
University of South Florida 1999 — 2004
Bachelor of Science (B.S.), Finance
UBS Financial Services November 2010 - Present
Merrill Lynch February 2005 - October 2010
Skills
Portfolio Management, Wealth Management, Mutual Funds, Investments, Series 7, Asset Allocation, Securities, Series 63, Strategic Financial..., Risk Management, Retirement, Financial Analysis, Credit, 401k, Fixed Annuities
Education
University of South Florida 2000 — 2004
Bachelor's degree, Finance
University of South Florida 1999 — 2004
Bachelor of Science (B.S.), Finance
Manny Calzon's Merrill Lynch Experience October 2007 - October 2011
Job Director: Regional Sales
Industry Financial Services
Experience
Merrill Lynch / Bank of America October 2011 - May 2015
Merrill Lynch October 2007 - October 2011
Merrill Lynch June 1994 - October 2007
Southeast Bank, N.A. (SEBNA) / Enterprise Bank September 1983 - June 1994
Skills
Series 7, Series 63, Series 79 (Investment..., CRPC, Commercial Banking, Wealth Management..., ESOP Advisory, Financial Analysis, Investment Banking, Asset Management, Wealth Management, Portfolio Management, Investment Properties
Education
University of South Florida
Bachelor of Science, Finance
Merrill Lynch / Bank of America October 2011 - May 2015
Merrill Lynch October 2007 - October 2011
Merrill Lynch June 1994 - October 2007
Southeast Bank, N.A. (SEBNA) / Enterprise Bank September 1983 - June 1994
Skills
Series 7, Series 63, Series 79 (Investment..., CRPC, Commercial Banking, Wealth Management..., ESOP Advisory, Financial Analysis, Investment Banking, Asset Management, Wealth Management, Portfolio Management, Investment Properties
Education
University of South Florida
Bachelor of Science, Finance
Charlyne Hsu's Merrill Lynch Experience July 2009 - August 2009
Job Senior Accountant at salesforce.com
Industry Accounting
Experience
EY October 2013 - July 2014
Ernst & Young September 2011 - October 2013
Ernst & Young June 2010 - August 2010
Merrill Lynch July 2009 - August 2009
Education
University of Southern California 2007 — 2011
B.S.
EY October 2013 - July 2014
Ernst & Young September 2011 - October 2013
Ernst & Young June 2010 - August 2010
Merrill Lynch July 2009 - August 2009
Education
University of Southern California 2007 — 2011
B.S.
Kimberly Meader's Merrill Lynch Experience 1982 - 1983
Job Business owner
Industry Apparel & Fashion
Experience
Landmark Enterprises September 2007 - Present
Dialogue,Inc 1995 - 2009
Three Girls and A Truck,Inc. February 2000 - June 2008
Scout Shoes,Inc. 1999 - 2002
Christian Dior 1991 - 1995
Esprit 1989 - 1991
Polo Ralph Lauren 1983 - 1989
Merrill Lynch 1982 - 1983
Education
University of Southern California 1978 — 1982
BA, History
San Marino High School 1974 — 1978
Landmark Enterprises September 2007 - Present
Dialogue,Inc 1995 - 2009
Three Girls and A Truck,Inc. February 2000 - June 2008
Scout Shoes,Inc. 1999 - 2002
Christian Dior 1991 - 1995
Esprit 1989 - 1991
Polo Ralph Lauren 1983 - 1989
Merrill Lynch 1982 - 1983
Education
University of Southern California 1978 — 1982
BA, History
San Marino High School 1974 — 1978
Dekel Sherman's Merrill Lynch Experience June 2014 - August 2014
Job Analyst at Moelis & Co.
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Diversis Capital LLC September 2014 - January 2015
Merrill Lynch June 2014 - August 2014
Education
University of Southern California 2011 — 2015
BBA, Finance, Real Estate
Moelis & Company July 2015 - Present
Diversis Capital LLC September 2014 - January 2015
Merrill Lynch June 2014 - August 2014
Education
University of Southern California 2011 — 2015
BBA, Finance, Real Estate
Megan Rossi's Merrill Lynch Experience May 2011 - August 2011
Job Juris Doctorate Candidate at Vanderbilt University Law School
Industry Law Practice
Experience
Vanderbilt University Law School August 2015 - Present
Judge Anthony J. Battaglia June 2015 - July 2015
Law Office of Ellen F. Driscoll July 2013 - July 2014
KPMG US June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Rossi Doskocil & Finkelstein LLP May 2010 - August 2010
Education
Vanderbilt University Law School 2014 — 2017
Doctor of Law (J.D.)
University of Southern California 2009 — 2013
Bachelor of Science (B.S.), Accounting
Palos Verdes Peninsula High School 2005 — 2009
Vanderbilt University Law School August 2015 - Present
Judge Anthony J. Battaglia June 2015 - July 2015
Law Office of Ellen F. Driscoll July 2013 - July 2014
KPMG US June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Rossi Doskocil & Finkelstein LLP May 2010 - August 2010
Education
Vanderbilt University Law School 2014 — 2017
Doctor of Law (J.D.)
University of Southern California 2009 — 2013
Bachelor of Science (B.S.), Accounting
Palos Verdes Peninsula High School 2005 — 2009
Anish Bilakanti's Merrill Lynch Experience June 2014 - August 2014
Job Student at USC
Industry Banking
Experience
Merrill Lynch June 2014 - August 2014
Microsoft March 2013 - May 2013
R.V. Kuhns & Associates June 2012 - August 2012
University of Miami January 2012 - July 2012
Education
University of Southern California 2012 — 2015
Bachelor of Science (B.S.), Marshall School of Business - Business Administration
Merrill Lynch June 2014 - August 2014
Microsoft March 2013 - May 2013
R.V. Kuhns & Associates June 2012 - August 2012
University of Miami January 2012 - July 2012
Education
University of Southern California 2012 — 2015
Bachelor of Science (B.S.), Marshall School of Business - Business Administration
Amin Jazayeri's Merrill Lynch Experience September 2013 - December 2013
Job Student at University of Southern California
Industry Financial Services
Experience
GIZ May 2014 - August 2014
Merrill Lynch September 2013 - December 2013
The Daily Trojan, University of Southern California August 2011 - August 2012
Los Angeles Magazine May 2011 - August 2011
Performing Musician January 2009 - January 2010
Skills
Microsoft Office, DCF Valuation, Customer Service, Photoshop, Teamwork, Public Speaking, C++, Java, Persian, French, Company Valuation, Accounting, Due Diligence, Start-up Ventures, Journalism, Music Performance, Music Production
Education
University of Southern California
GIZ May 2014 - August 2014
Merrill Lynch September 2013 - December 2013
The Daily Trojan, University of Southern California August 2011 - August 2012
Los Angeles Magazine May 2011 - August 2011
Performing Musician January 2009 - January 2010
Skills
Microsoft Office, DCF Valuation, Customer Service, Photoshop, Teamwork, Public Speaking, C++, Java, Persian, French, Company Valuation, Accounting, Due Diligence, Start-up Ventures, Journalism, Music Performance, Music Production
Education
University of Southern California
James Lindenberg's Merrill Lynch Experience 1999 - 2002
Job Internal Controls and Risk Management Professional
Industry Financial Services
Experience
PCAOB August 2013 - Present
Self - Employed January 2013 - July 2013
Freddie Mac 2004 - 2012
Merrill Lynch 1999 - 2002
Merrill Lynch 1996 - 1999
Communication and Data Services, Inc. 1994 - 1996
Skills
Risk Management, Business Analysis, Financial Analysis, Process Improvement, Internal Controls, Strategy, Analysis, Business Process, Finance, Sarbanes-Oxley Act, Financial Risk
Education
University of South Florida
MBA Program
University of South Florida
Bachelor of Science, Business Administration
University of South Florida
Bachelor of Science, Engineering
Moraine Valley College
A.A.S., Digital Electronics
PCAOB August 2013 - Present
Self - Employed January 2013 - July 2013
Freddie Mac 2004 - 2012
Merrill Lynch 1999 - 2002
Merrill Lynch 1996 - 1999
Communication and Data Services, Inc. 1994 - 1996
Skills
Risk Management, Business Analysis, Financial Analysis, Process Improvement, Internal Controls, Strategy, Analysis, Business Process, Finance, Sarbanes-Oxley Act, Financial Risk
Education
University of South Florida
MBA Program
University of South Florida
Bachelor of Science, Business Administration
University of South Florida
Bachelor of Science, Engineering
Moraine Valley College
A.A.S., Digital Electronics
Simon Liao's Merrill Lynch Experience February 2012 - May 2012
Job Senior Pricing Associate
Industry Financial Services
Experience
PIMCO January 2015 - Present
PIMCO July 2012 - December 2014
Merrill Lynch February 2012 - May 2012
Anchor Inn and Suites June 2008 - August 2010
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Risk Management, Public Finance, Microsoft Excel
Education
University of Southern California 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, Finance
PIMCO January 2015 - Present
PIMCO July 2012 - December 2014
Merrill Lynch February 2012 - May 2012
Anchor Inn and Suites June 2008 - August 2010
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Risk Management, Public Finance, Microsoft Excel
Education
University of Southern California 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, Finance
Brad Hatcher's Merrill Lynch Experience 1997 - 2011
Job Retired
Industry Investment Management
Experience
Self-employed March 2012 - Present
BlackRock 1997 - 2012
Merrill Lynch 1997 - 2011
Security Pacific Bank 1964 - 1987
Skills
Series 7, ETFs, Mutual Funds, Fixed Income, Alternative Investments, Asset Allocation, Series 63, Hedge Funds, Equities, Separately Managed..., Asset Management, Investment Strategies, Investment Management, Securities, Investment Advisory, Wealth Management..., Wealth Management, Bloomberg, Bonds, Uniform Combined State...
Education
University of Southern California 1961 — 1964
Bachelor's degree, Finance and Financial Management Services
Self-employed March 2012 - Present
BlackRock 1997 - 2012
Merrill Lynch 1997 - 2011
Security Pacific Bank 1964 - 1987
Skills
Series 7, ETFs, Mutual Funds, Fixed Income, Alternative Investments, Asset Allocation, Series 63, Hedge Funds, Equities, Separately Managed..., Asset Management, Investment Strategies, Investment Management, Securities, Investment Advisory, Wealth Management..., Wealth Management, Bloomberg, Bonds, Uniform Combined State...
Education
University of Southern California 1961 — 1964
Bachelor's degree, Finance and Financial Management Services
Alvaro Mayorga's Merrill Lynch Experience 2002 - 2007
Job Relationship Manager VicePresident at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank 2007 - Present
Merrill Lynch 2002 - 2007
Skills
Banking, Investments, Fixed Income, Credit, Relationship Management, Commercial Banking, Wealth Management, Private Banking, Equities, Portfolio Management
Education
University of South Florida
Bachelor of Science (B.S.), Economics and Finance
HSBC Private Bank 2007 - Present
Merrill Lynch 2002 - 2007
Skills
Banking, Investments, Fixed Income, Credit, Relationship Management, Commercial Banking, Wealth Management, Private Banking, Equities, Portfolio Management
Education
University of South Florida
Bachelor of Science (B.S.), Economics and Finance
Marnie MacLaren's Merrill Lynch Experience 2011 - Present
Job Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Merrill Lynch 2007 - 2011
Merrill Lynch 2006 - 2007
Merrill Lynch 2001 - 2006
Skills
Equities, Fixed Income, Investments, Series 7, Mutual Funds, Securities, Management, Portfolio Management, Finance
Education
University of South Florida 1996 — 1999
Bachelor's degree, Finance
Saint Catherine's Academy
Merrill Lynch 2011 - Present
Merrill Lynch 2007 - 2011
Merrill Lynch 2006 - 2007
Merrill Lynch 2001 - 2006
Skills
Equities, Fixed Income, Investments, Series 7, Mutual Funds, Securities, Management, Portfolio Management, Finance
Education
University of South Florida 1996 — 1999
Bachelor's degree, Finance
Saint Catherine's Academy
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank