Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Shaun Callais Shaun Callais's Merrill Lynch Experience August 2010 - December 2010
Job Textbook Operations Coordinator at Utah State University
Industry Education Management
Experience
Utah State University October 2014 - Present
KeyBank June 2014 - October 2014
U.S. Bank October 2013 - June 2014
US Bank January 2011 - October 2013
Merrill Lynch August 2010 - December 2010
BYU-Idaho April 2010 - July 2010
World Gym February 2007 - July 2010
Skills
Financial Modeling, Microsoft Excel, Banking, Leadership, Investments, Financial Analysis, Portfolio Management, Analysis, Equity Research, Corporate Finance, Equities, PowerPoint, Risk Management, Credit Analysis, Due Diligence, Capital Markets, Investment Banking, Mutual Funds, Credit, Valuation, Finance
Education
Utah State University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Brigham Young University - Idaho 2007 — 2010
B.S, Business Management - Finance; Banking and Corporate Finance; Entrepreneurship, 3.6
Utah State University October 2014 - Present
KeyBank June 2014 - October 2014
U.S. Bank October 2013 - June 2014
US Bank January 2011 - October 2013
Merrill Lynch August 2010 - December 2010
BYU-Idaho April 2010 - July 2010
World Gym February 2007 - July 2010
Skills
Financial Modeling, Microsoft Excel, Banking, Leadership, Investments, Financial Analysis, Portfolio Management, Analysis, Equity Research, Corporate Finance, Equities, PowerPoint, Risk Management, Credit Analysis, Due Diligence, Capital Markets, Investment Banking, Mutual Funds, Credit, Valuation, Finance
Education
Utah State University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Brigham Young University - Idaho 2007 — 2010
B.S, Business Management - Finance; Banking and Corporate Finance; Entrepreneurship, 3.6
Julia (Burkhart) Pierson Julia (Burkhart) Pierson's Merrill Lynch Experience August 2009 - December 2009
Job Project Analyst at Brown and Caldwell
Industry Civil Engineering
Experience
Brown and Caldwell May 2015 - Present
Brown and Caldwell October 2011 - May 2015
Cibaria International March 2011 - July 2011
AmeriTel Inn October 2007 - July 2010
Merrill Lynch August 2009 - December 2009
Skills
Event Planning, Press Releases, Event Management, Public Relations, Customer Service, Human Resources, Accounts Payable, Microsoft Excel, Marketing, Accounts Receivable, Spreadsheets, Management, InDesign, Public Speaking, Illustrator, Fax, Accounting, Filing, Administrative..., Microsoft Office, Microsoft Word
Education
2010 2006 — 2010
Bachelor of Science, Communication; Public Relations with clusters in Business and Sociology
BYU-Idaho
Brown and Caldwell May 2015 - Present
Brown and Caldwell October 2011 - May 2015
Cibaria International March 2011 - July 2011
AmeriTel Inn October 2007 - July 2010
Merrill Lynch August 2009 - December 2009
Skills
Event Planning, Press Releases, Event Management, Public Relations, Customer Service, Human Resources, Accounts Payable, Microsoft Excel, Marketing, Accounts Receivable, Spreadsheets, Management, InDesign, Public Speaking, Illustrator, Fax, Accounting, Filing, Administrative..., Microsoft Office, Microsoft Word
Education
2010 2006 — 2010
Bachelor of Science, Communication; Public Relations with clusters in Business and Sociology
BYU-Idaho
Skyler Almquist Skyler Almquist's Merrill Lynch Experience June 2013 - August 2013
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - August 2015
Peak Capital Partners May 2014 - August 2014
U.S. Department of the Treasury January 2014 - April 2014
Linsalata Capital August 2013 - December 2013
Dolphin Capital February 2013 - September 2013
Merrill Lynch June 2013 - August 2013
The Church of Jesus Christ of Latter-day Saints January 2011 - January 2013
Education
BYU 2010 — 2016
Bachelor's Degree, Accounting
Dixie State College 2009 — 2010
General Studies
J.P. Morgan June 2015 - August 2015
Peak Capital Partners May 2014 - August 2014
U.S. Department of the Treasury January 2014 - April 2014
Linsalata Capital August 2013 - December 2013
Dolphin Capital February 2013 - September 2013
Merrill Lynch June 2013 - August 2013
The Church of Jesus Christ of Latter-day Saints January 2011 - January 2013
Education
BYU 2010 — 2016
Bachelor's Degree, Accounting
Dixie State College 2009 — 2010
General Studies
David P. Jones, II David P. Jones, II's Merrill Lynch Experience October 2014 - Present
Job Private Banking and Investment Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Comerica Bank July 2013 - October 2014
Henderson, Caverly, Pum & Charney LLP January 2011 - July 2013
Abbene, Alcock & Liska, APC March 2007 - January 2011
Education
Brigham Young University
Bachelor of Science (BS)
University of San Diego
Doctor of Law (J.D.), LL.M.
Merrill Lynch October 2014 - Present
Comerica Bank July 2013 - October 2014
Henderson, Caverly, Pum & Charney LLP January 2011 - July 2013
Abbene, Alcock & Liska, APC March 2007 - January 2011
Education
Brigham Young University
Bachelor of Science (BS)
University of San Diego
Doctor of Law (J.D.), LL.M.
Jonathan Chichoni's Merrill Lynch Experience January 2015 - April 2015
Job Summer Investment Banking Analyst at Jefferies
Industry Investment Banking
Experience
Surge IP March 2014 - Present
Jefferies April 2015 - August 2015
Merrill Lynch January 2015 - April 2015
Atlantic Trust October 2014 - January 2015
Crewe Capital September 2014 - January 2015
Kickstarter January 2014 - April 2014
Protection 1 Security Solutions April 2013 - August 2013
Squire Patton Boggs January 2010 - April 2010
Viamericas Corporation August 2009 - December 2009
Skills
Microsoft Office, Microsoft Excel, Research, Teamwork, Financial Analysis, Sales, PowerPoint, Marketing, Microsoft Word, Accounting, Investment Banking, Financial Modeling, Asset Management, Equity Valuation, DCF Valuation, Inventory Valuation, Strategy, Financial Strategy, Public Speaking, Leadership
Education
Brigham Young University 2012 — 2016
Global Supply Chain - Finance
Surge IP March 2014 - Present
Jefferies April 2015 - August 2015
Merrill Lynch January 2015 - April 2015
Atlantic Trust October 2014 - January 2015
Crewe Capital September 2014 - January 2015
Kickstarter January 2014 - April 2014
Protection 1 Security Solutions April 2013 - August 2013
Squire Patton Boggs January 2010 - April 2010
Viamericas Corporation August 2009 - December 2009
Skills
Microsoft Office, Microsoft Excel, Research, Teamwork, Financial Analysis, Sales, PowerPoint, Marketing, Microsoft Word, Accounting, Investment Banking, Financial Modeling, Asset Management, Equity Valuation, DCF Valuation, Inventory Valuation, Strategy, Financial Strategy, Public Speaking, Leadership
Education
Brigham Young University 2012 — 2016
Global Supply Chain - Finance
Christian Bulloch Christian Bulloch's Merrill Lynch Experience October 2012 - December 2012
Job Business Management Student BYUIdaho
Industry Construction
Experience
BYU-Idaho January 2012 - Present
Ultimate Fighting Championship September 2014 - December 2014
Alpine Steel LLC. July 2013 - January 2014
Merrill Lynch October 2012 - December 2012
Alpine Steel, LLC September 2006 - December 2012
The Church of Jesus Christ of Latter-day Saints October 2009 - November 2011
Skills
PowerPoint, AutoCAD, Public Speaking, Microsoft Excel, Microsoft Word, Word, Marshallese, Teamwork, Customer Service, Social Media, Research, Social Networking, Team Leadership
Education
BYU-Idaho 2012 — 2015
Bachelor of Science (BS), Business Management - Finance Emphasis
BYU-Idaho January 2012 - Present
Ultimate Fighting Championship September 2014 - December 2014
Alpine Steel LLC. July 2013 - January 2014
Merrill Lynch October 2012 - December 2012
Alpine Steel, LLC September 2006 - December 2012
The Church of Jesus Christ of Latter-day Saints October 2009 - November 2011
Skills
PowerPoint, AutoCAD, Public Speaking, Microsoft Excel, Microsoft Word, Word, Marshallese, Teamwork, Customer Service, Social Media, Research, Social Networking, Team Leadership
Education
BYU-Idaho 2012 — 2015
Bachelor of Science (BS), Business Management - Finance Emphasis
Jordan (Reese) Tingey Jordan (Reese) Tingey's Merrill Lynch Experience August 2012 - December 2012
Job BYU Finance Major and Accounting Associate at Nu Skin Enterprises
Industry Financial Services
Experience
Nu Skin Enterprises December 2012 - Present
Merrill Lynch August 2012 - December 2012
Canyon View Solutions July 2011 - October 2012
Oh My Crafts! July 2011 - August 2012
Alpine Swim Camp May 2010 - August 2012
Skills
Corporate Valuation, Investment Banking, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Outlook, Budgets
Education
Brigham Young University 2009 — 2013
Bachelor of Science (BS), Finance, General, 3.5/4.0 GPA
Nu Skin Enterprises December 2012 - Present
Merrill Lynch August 2012 - December 2012
Canyon View Solutions July 2011 - October 2012
Oh My Crafts! July 2011 - August 2012
Alpine Swim Camp May 2010 - August 2012
Skills
Corporate Valuation, Investment Banking, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Outlook, Budgets
Education
Brigham Young University 2009 — 2013
Bachelor of Science (BS), Finance, General, 3.5/4.0 GPA
Garrett Graves Garrett Graves's Merrill Lynch Experience June 2009 - August 2009
Job MBA Candidate at Duke University The Fuqua School of Business
Industry Consumer Electronics
Experience
Fuqua School of Business July 2015 - Present
Apple March 2015 - June 2015
Apple June 2013 - March 2015
Apple October 2011 - June 2013
SAS Financial - BYU September 2008 - June 2011
MassMutual Financial Group September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Finance, Financial Analysis, Management, Strategy, Product Marketing, Investments, Microsoft Excel, Leadership, Spanish, Sales, Marketing, Cross-functional Team..., Business Planning, Accounting, Business Analytics
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Brigham Young University - Marriott School of Management
Bachelor's Degree, Business Management - Finance
Fuqua School of Business July 2015 - Present
Apple March 2015 - June 2015
Apple June 2013 - March 2015
Apple October 2011 - June 2013
SAS Financial - BYU September 2008 - June 2011
MassMutual Financial Group September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Finance, Financial Analysis, Management, Strategy, Product Marketing, Investments, Microsoft Excel, Leadership, Spanish, Sales, Marketing, Cross-functional Team..., Business Planning, Accounting, Business Analytics
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Brigham Young University - Marriott School of Management
Bachelor's Degree, Business Management - Finance
Rachel Speldos Rachel Speldos's Merrill Lynch Experience August 2013 - Present
Job Receptionist at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch August 2013 - Present
Net Nerds Marketing November 2012 - April 2013
BYU Catering August 2012 - November 2012
Education
BYU 2012 — 2015
BYU-Idaho 2007 — 2009
Associate's degree, General Studies
Merrill Lynch August 2013 - Present
Net Nerds Marketing November 2012 - April 2013
BYU Catering August 2012 - November 2012
Education
BYU 2012 — 2015
BYU-Idaho 2007 — 2009
Associate's degree, General Studies
Matthew Ang's Merrill Lynch Experience May 2012 - August 2012
Job Cofounder at ProSky
Industry Human Resources
Experience
ProSky September 2014 - Present
500 Startups October 2014 - Present
Marriott International July 2014 - November 2014
Vivint May 2013 - August 2013
Brigham Young University - MTC August 2010 - May 2013
Merrill Lynch May 2012 - August 2012
Solid Concrete Walls January 2012 - April 2012
The Church of Jesus Christ of Latter-day Saints April 2008 - April 2010
APX Alarm Security Solutions Inc. May 2007 - August 2007
Skills
Leadership, Training, Competitive Analysis, Strategy, Start-ups, Process Improvement, Analysis, Strategic Planning, Sales, Microsoft Excel, Marketing, CRM, Public Relations, Time Management, Market Research, Business Development, PowerPoint, Oracle Financials, Management, Adobe Creative Suite, Customer Service, Public Speaking, Atlas
Education
Brigham Young University 2006 — 2014
Bachelor of Science, Finance and Financial Management Services
ProSky September 2014 - Present
500 Startups October 2014 - Present
Marriott International July 2014 - November 2014
Vivint May 2013 - August 2013
Brigham Young University - MTC August 2010 - May 2013
Merrill Lynch May 2012 - August 2012
Solid Concrete Walls January 2012 - April 2012
The Church of Jesus Christ of Latter-day Saints April 2008 - April 2010
APX Alarm Security Solutions Inc. May 2007 - August 2007
Skills
Leadership, Training, Competitive Analysis, Strategy, Start-ups, Process Improvement, Analysis, Strategic Planning, Sales, Microsoft Excel, Marketing, CRM, Public Relations, Time Management, Market Research, Business Development, PowerPoint, Oracle Financials, Management, Adobe Creative Suite, Customer Service, Public Speaking, Atlas
Education
Brigham Young University 2006 — 2014
Bachelor of Science, Finance and Financial Management Services
Jared Lescoe Jared Lescoe's Merrill Lynch Experience March 2015 - Present
Job Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Goldman Sachs October 2014 - March 2015
Rare Instrumets August 2011 - August 2014
Lescoe Pest Control July 2009 - August 2011
Smart Pest Control May 2006 - July 2009
The Church of Jesus Christ of Latter-day Saints July 2005 - June 2006
Vivant March 2004 - April 2005
Vivant February 2003 - March 2004
Skills
Microsoft Excel, Microsoft Office, HTML, Microsoft Word, Access, PowerPoint, Windows, Customer Service, SQL, Research, Accounting, Financial Analysis, Data Analysis, Financial Modeling, Analysis, Finance, Management, Public Speaking, Leadership, Financial Accounting, Financial Reporting
Education
Brigham Young University 2006 — 2011
Bachelor of Science (B.S.), Accounting
Merrill Lynch March 2015 - Present
Goldman Sachs October 2014 - March 2015
Rare Instrumets August 2011 - August 2014
Lescoe Pest Control July 2009 - August 2011
Smart Pest Control May 2006 - July 2009
The Church of Jesus Christ of Latter-day Saints July 2005 - June 2006
Vivant March 2004 - April 2005
Vivant February 2003 - March 2004
Skills
Microsoft Excel, Microsoft Office, HTML, Microsoft Word, Access, PowerPoint, Windows, Customer Service, SQL, Research, Accounting, Financial Analysis, Data Analysis, Financial Modeling, Analysis, Finance, Management, Public Speaking, Leadership, Financial Accounting, Financial Reporting
Education
Brigham Young University 2006 — 2011
Bachelor of Science (B.S.), Accounting
Doug Bischoff Doug Bischoff's Merrill Lynch Experience June 2011 - September 2011
Job Kinfolk, Ouur Studio
Industry Publishing
Experience
Kinfolk April 2011 - Present
Ouur Studio June 2013 - Present
Merrill Lynch June 2011 - September 2011
Willes Center for International Entrepreneurship September 2009 - April 2011
Skills
Entrepreneurship, Financial Analysis, Public Speaking, Microsoft Excel, Accounting, Publishing
Education
Brigham Young University - Hawaii 2008 — 2011
Accounting, Business Finance
Kinfolk April 2011 - Present
Ouur Studio June 2013 - Present
Merrill Lynch June 2011 - September 2011
Willes Center for International Entrepreneurship September 2009 - April 2011
Skills
Entrepreneurship, Financial Analysis, Public Speaking, Microsoft Excel, Accounting, Publishing
Education
Brigham Young University - Hawaii 2008 — 2011
Accounting, Business Finance
Vance Whitby, CFP's Merrill Lynch Experience August 2000 - November 2007
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS November 2007 - Present
Merrill Lynch August 2000 - November 2007
Education
The George Washington University 1998 — 2000
Master's Degree, International Business
BYU 1992 — 1996
Bachelor's Degree, International Relations
UBS November 2007 - Present
Merrill Lynch August 2000 - November 2007
Education
The George Washington University 1998 — 2000
Master's Degree, International Business
BYU 1992 — 1996
Bachelor's Degree, International Relations
Owen Hullinger's Merrill Lynch Experience October 2011 - December 2011
Job Account Manager at Clearwater Analytics
Industry Financial Services
Experience
Clearwater Analytics June 2013 - Present
Beneficial Financial Group August 2012 - December 2012
Merrill Lynch October 2011 - December 2011
Policy Impact Communications 2010 - 2010
Skills
Financial Analysis, Financial Modeling, Bloomberg Terminal, Valuation, Corporate Finance, DCF, Event Planning, Due Diligence, Leadership, Portfolio Management, Fixed Income, Finance, Problem Solving, Analysis, Market Research, Data Analysis
Education
Brigham Young University 2010 — 2013
Bachelor of Science (BS), Finance
Clearwater Analytics June 2013 - Present
Beneficial Financial Group August 2012 - December 2012
Merrill Lynch October 2011 - December 2011
Policy Impact Communications 2010 - 2010
Skills
Financial Analysis, Financial Modeling, Bloomberg Terminal, Valuation, Corporate Finance, DCF, Event Planning, Due Diligence, Leadership, Portfolio Management, Fixed Income, Finance, Problem Solving, Analysis, Market Research, Data Analysis
Education
Brigham Young University 2010 — 2013
Bachelor of Science (BS), Finance
Matt Pulsipher Matt Pulsipher's Merrill Lynch Experience August 2004 - April 2008
Job Senior Vice President at Cascadia Wealth Management Group
Industry Financial Services
Experience
Cascadia Wealth Management April 2008 - Present
Merrill Lynch August 2004 - April 2008
Edward Jones August 2000 - August 2004
Skills
Retirement Planning, Investment Strategies, Alternative Investments, Investments, Strategic Planning, Finance, Portfolio Management, Series 7, Mutual Funds, Financial Analysis, Investment Advisory, Asset Management, Leadership, Securities, Wealth Management
Education
BYU 1995 — 2000
Bachelor's of Science, Business Management/Finance
Cascadia Wealth Management April 2008 - Present
Merrill Lynch August 2004 - April 2008
Edward Jones August 2000 - August 2004
Skills
Retirement Planning, Investment Strategies, Alternative Investments, Investments, Strategic Planning, Finance, Portfolio Management, Series 7, Mutual Funds, Financial Analysis, Investment Advisory, Asset Management, Leadership, Securities, Wealth Management
Education
BYU 1995 — 2000
Bachelor's of Science, Business Management/Finance
Kathy Rowe Kathy Rowe's Merrill Lynch Experience 2010 - 2012
Job Financial Advisor
Industry Financial Services
Experience
Rowe Financial Advisors January 2013 - Present
Merrill Lynch 2010 - 2012
Forte Leadership January 2003 - November 2010
Novations Group, Inc (Provant) 1994 - 2003
Novations Group, Inc. 1994 - 2002
BYU 1986 - 1992
Skills
Organizational..., Leadership Development, Succession Planning, Leadership, Training, Human Resources, Start-ups, Management, Strategic Planning, Project Management, Consulting, Retirement Planning, Financial Estate..., Life Transitions, Business Financial...
Education
Brigham Young University 1984 — 1986
MOB, Organizational Behavior
Rowe Financial Advisors January 2013 - Present
Merrill Lynch 2010 - 2012
Forte Leadership January 2003 - November 2010
Novations Group, Inc (Provant) 1994 - 2003
Novations Group, Inc. 1994 - 2002
BYU 1986 - 1992
Skills
Organizational..., Leadership Development, Succession Planning, Leadership, Training, Human Resources, Start-ups, Management, Strategic Planning, Project Management, Consulting, Retirement Planning, Financial Estate..., Life Transitions, Business Financial...
Education
Brigham Young University 1984 — 1986
MOB, Organizational Behavior
Audrey Anderson Audrey Anderson's Merrill Lynch Experience July 2004 - December 2004
Job Audit Manager at PETCO
Industry Retail
Experience
PETCO Animal Supplies, Inc. June 2014 - Present
JCPenney February 2013 - June 2014
JCPenney April 2010 - February 2013
JCPenney May 2009 - April 2010
JCPenney January 2007 - May 2009
Merrill Lynch July 2004 - December 2004
Skills
FCPA, SOX 404, Internal Audit, Supply Chain, Risk Management, Audit Command Language, SQL, TeamMate, Caseware, PeopleSoft, Oracle Applications, Cognos, Sarbanes-Oxley, Internal Controls, Data Analysis
Education
Brigham Young University 2001 — 2006
Bachelor of Science (BS), International Finance
PETCO Animal Supplies, Inc. June 2014 - Present
JCPenney February 2013 - June 2014
JCPenney April 2010 - February 2013
JCPenney May 2009 - April 2010
JCPenney January 2007 - May 2009
Merrill Lynch July 2004 - December 2004
Skills
FCPA, SOX 404, Internal Audit, Supply Chain, Risk Management, Audit Command Language, SQL, TeamMate, Caseware, PeopleSoft, Oracle Applications, Cognos, Sarbanes-Oxley, Internal Controls, Data Analysis
Education
Brigham Young University 2001 — 2006
Bachelor of Science (BS), International Finance
Gregg McArthur Gregg McArthur's Merrill Lynch Experience June 2001 - June 2004
Job Business Development Professional
Industry Nonprofit Organization Management
Experience
St George Area Chamber of Commerce January 2011 - Present
FranklinCovey June 2008 - January 2011
Las Vegas Sands Corporation June 2004 - June 2008
Merrill Lynch June 2001 - June 2004
Skills
Business Strategy, Management, Strategic Planning, Marketing Strategy, Public Speaking, Direct Marketing, Microsoft Excel, New Business Development, Marketing, Team Building, Social Media Marketing, Social Media, Budgets, Entrepreneurship, Negotiation, Microsoft Office, Advertising, Leadership, Business Development, Financial Analysis, Customer Service, Public Relations, Event Management, Training, Social Networking, Marketing Communications, Fundraising, Event Planning, Leadership Development, Account Management, Market Research, Contract Negotiation, Start-ups, Nonprofits, Small Business, Online Marketing, Strategy, Sales, Business Planning, Organizational..., Team Leadership, Hospitality, Online Advertising, Email Marketing, E-commerce, Coaching
Education
Southern Utah University 2011 — 2012
Master of Business Administration (MBA)
Brigham Young University 1999 — 2001
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Financial Services
St George Area Chamber of Commerce January 2011 - Present
FranklinCovey June 2008 - January 2011
Las Vegas Sands Corporation June 2004 - June 2008
Merrill Lynch June 2001 - June 2004
Skills
Business Strategy, Management, Strategic Planning, Marketing Strategy, Public Speaking, Direct Marketing, Microsoft Excel, New Business Development, Marketing, Team Building, Social Media Marketing, Social Media, Budgets, Entrepreneurship, Negotiation, Microsoft Office, Advertising, Leadership, Business Development, Financial Analysis, Customer Service, Public Relations, Event Management, Training, Social Networking, Marketing Communications, Fundraising, Event Planning, Leadership Development, Account Management, Market Research, Contract Negotiation, Start-ups, Nonprofits, Small Business, Online Marketing, Strategy, Sales, Business Planning, Organizational..., Team Leadership, Hospitality, Online Advertising, Email Marketing, E-commerce, Coaching
Education
Southern Utah University 2011 — 2012
Master of Business Administration (MBA)
Brigham Young University 1999 — 2001
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Financial Services
Parley Vernon's Merrill Lynch Experience January 2011 - April 2011
Job M.B.A. Student
Industry Investment Management
Experience
Goldman Sachs October 2011 - May 2015
Meadows Asset Management July 2011 - October 2011
PIMCO May 2011 - July 2011
Merrill Lynch January 2011 - April 2011
Student Run Fund August 2010 - April 2011
Beneficial Life September 2010 - December 2010
Soltis Investment Advisors September 2010 - December 2010
APX Security April 2009 - August 2009
World Financial Group June 2008 - December 2008
Skills
Portfolio Management, Investments, VBA, Derivatives, Options, Financial Modeling, Equities, Fixed Income, Financial Risk, Finance, Corporate Finance, Valuation, Leadership, Analysis, Mutual Funds, Securities, Strategic Financial..., Bloomberg, Trading, Financial Planning
Education
Brigham Young University 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Brigham Young University 2006 — 2011
Bachelors of Science, Marriott School of Business: Finance
Goldman Sachs October 2011 - May 2015
Meadows Asset Management July 2011 - October 2011
PIMCO May 2011 - July 2011
Merrill Lynch January 2011 - April 2011
Student Run Fund August 2010 - April 2011
Beneficial Life September 2010 - December 2010
Soltis Investment Advisors September 2010 - December 2010
APX Security April 2009 - August 2009
World Financial Group June 2008 - December 2008
Skills
Portfolio Management, Investments, VBA, Derivatives, Options, Financial Modeling, Equities, Fixed Income, Financial Risk, Finance, Corporate Finance, Valuation, Leadership, Analysis, Mutual Funds, Securities, Strategic Financial..., Bloomberg, Trading, Financial Planning
Education
Brigham Young University 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Brigham Young University 2006 — 2011
Bachelors of Science, Marriott School of Business: Finance
Josh Crockett Josh Crockett's Merrill Lynch Experience 2008 - 2009
Job Sales Director at Practice Cafe
Industry Marketing and Advertising
Experience
Practice Cafe October 2011 - Present
OneGuard Home Warranties 2003 - 2011
PayPros 2009 - 2010
Merrill Lynch 2008 - 2009
Skills
SPIN Selling, Conceptual Selling, Effective methods of..., Competitive Analysis, Sales, Business Planning, Management, Training, Strategic Planning, Pricing, Customer Retention, Finance, Investments, Business Alliances, Segmentation
Education
The University of Texas at Austin 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Brigham Young University 1999 — 2003
Bachelor of Science (B.S.), Business Management and Financial Services
Practice Cafe October 2011 - Present
OneGuard Home Warranties 2003 - 2011
PayPros 2009 - 2010
Merrill Lynch 2008 - 2009
Skills
SPIN Selling, Conceptual Selling, Effective methods of..., Competitive Analysis, Sales, Business Planning, Management, Training, Strategic Planning, Pricing, Customer Retention, Finance, Investments, Business Alliances, Segmentation
Education
The University of Texas at Austin 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Brigham Young University 1999 — 2003
Bachelor of Science (B.S.), Business Management and Financial Services
Daniel Montague's Merrill Lynch Experience September 2015 - Present
Job Team Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2015 - Present
Merrill Lynch July 2015 - August 2015
Merrill Lynch April 2015 - June 2015
Tranzlogic March 2014 - November 2014
Montague DeRose and Associates August 2012 - January 2013
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Teamwork, Research, Public Speaking, Leadership, Team Leadership, Event Planning, Time Management, Management, Marketing, Sales, Project Management, Event Management
Education
Brigham Young University - Idaho 2011 — 2015
Bachelor’s Degree, Business Management with an Emphasis in Finance
Brigham Young University - Idaho 2011 — 2012
Associate’s Degree, General Studies
Merrill Lynch September 2015 - Present
Merrill Lynch July 2015 - August 2015
Merrill Lynch April 2015 - June 2015
Tranzlogic March 2014 - November 2014
Montague DeRose and Associates August 2012 - January 2013
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Teamwork, Research, Public Speaking, Leadership, Team Leadership, Event Planning, Time Management, Management, Marketing, Sales, Project Management, Event Management
Education
Brigham Young University - Idaho 2011 — 2015
Bachelor’s Degree, Business Management with an Emphasis in Finance
Brigham Young University - Idaho 2011 — 2012
Associate’s Degree, General Studies
Lee Johnson Lee Johnson's Merrill Lynch Experience January 1985 - January 1987
Job Assistant Director Athletic Development Brigham Young University
Industry Philanthropy
Experience
Brigham Young University April 2014 - Present
Alpine Energy Services November 2012 - April 2014
SoFi September 2011 - September 2012
AlpineVentures January 1987 - January 2011
Punter/Kicker July 1984 - January 2002
Merrill Lynch January 1985 - January 1987
Skills
Managing and Building..., Team Leadership, Team Building, Sales, Entrepreneurship, Business Development, Leadership, Strategic Planning, Educational Fundraising, Competitive Analysis, Marketing Strategy, Start-ups, Marketing, Management, Business Strategy, Strategy
Education
Brigham Young University 1980 — 1985
Bachelor's Degree, Business Administration and Management, General
Brigham Young University April 2014 - Present
Alpine Energy Services November 2012 - April 2014
SoFi September 2011 - September 2012
AlpineVentures January 1987 - January 2011
Punter/Kicker July 1984 - January 2002
Merrill Lynch January 1985 - January 1987
Skills
Managing and Building..., Team Leadership, Team Building, Sales, Entrepreneurship, Business Development, Leadership, Strategic Planning, Educational Fundraising, Competitive Analysis, Marketing Strategy, Start-ups, Marketing, Management, Business Strategy, Strategy
Education
Brigham Young University 1980 — 1985
Bachelor's Degree, Business Administration and Management, General
Jonathan Crocker Jonathan Crocker's Merrill Lynch Experience April 2012 - September 2012
Job Sales Manager at Nexus CMF
Industry Hospital & Health Care
Experience
Nexus CMF September 2013 - Present
Crocker Ventures 2011 - Present
Merrill Lynch April 2012 - September 2012
Skills
Investments, Financial Modeling, Investment Management, Valuation, Accounting, Financial Analysis, Finance, Series 7, Cash Flow, Due Diligence, Entrepreneurship, Corporate Finance, Strategic Financial..., Private Equity, Venture Capital
Education
Brigham Young University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Nexus CMF September 2013 - Present
Crocker Ventures 2011 - Present
Merrill Lynch April 2012 - September 2012
Skills
Investments, Financial Modeling, Investment Management, Valuation, Accounting, Financial Analysis, Finance, Series 7, Cash Flow, Due Diligence, Entrepreneurship, Corporate Finance, Strategic Financial..., Private Equity, Venture Capital
Education
Brigham Young University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Brent L. Moore, CEP Brent L. Moore, CEP's Merrill Lynch Experience 1992 - 1996
Job Principal, Environmental Services at Stantec
Industry Civil Engineering
Experience
Stantec December 2014 - Present
Rocklin Stake Employment Center 2007 - Present
TRC Companies, Inc. August 2013 - December 2014
TRC Companies, Inc. May 2009 - August 2013
Stantec January 2005 - May 2009
Foster Wheeler Environmental 2000 - 2004
Morgan Stanley 1996 - 2000
Merrill Lynch 1992 - 1996
Butte College 1987 - 1992
Butte County Planning Department/Butte County Association of Governments 1987 - 1991
Skills
Wildlife Surveys and..., Regulatory Compliance, Habitat Assessment..., Wetland Delineation, Mitigation Planning, Land-use policy and..., Economic analysis,..., Land-use planning and..., Recreation planning and..., Emission databases for..., Compliance audits, Source water quality..., Water rights and..., Water balance and..., National Pollutant..., Visual resource..., NEPA/CEQA including..., Public Involvement and..., Technical..., Knowledge of local,..., Federal Energy..., Energy/industrial..., Section 401..., Section 404 permits, Land-use approvals, Prevention of..., Best Available Control..., Air Quality Title V..., MOTEMS Audits and..., Knowledge of, and the..., Knowledge of and the..., Knowledge of..., Ability to convey..., Knowledge of the..., NEPA, SEPA, and..., Biological..., Endangered Species Act..., Agency consultation and..., Watershed analysis, Legislative Policy, Legislative Research, Legal Research, Legal Writing, Legal Compliance, Legislative Testimony, Legislative Relations, Policy Analysis, Port Planning, Transportation Planning, Traffic Impact Analysis
Education
Brigham Young University 1986 — 1987
MS, Geography-Planning/Resource Management
Brigham Young University 1980 — 1982
BS, Geography - Urban Regional Planning
Brigham Young University 1980 — 1982
BA, Public Administration/Political Science
Paradise High School 1973 — 1977
High School Diploma, College Preparatory
Stantec December 2014 - Present
Rocklin Stake Employment Center 2007 - Present
TRC Companies, Inc. August 2013 - December 2014
TRC Companies, Inc. May 2009 - August 2013
Stantec January 2005 - May 2009
Foster Wheeler Environmental 2000 - 2004
Morgan Stanley 1996 - 2000
Merrill Lynch 1992 - 1996
Butte College 1987 - 1992
Butte County Planning Department/Butte County Association of Governments 1987 - 1991
Skills
Wildlife Surveys and..., Regulatory Compliance, Habitat Assessment..., Wetland Delineation, Mitigation Planning, Land-use policy and..., Economic analysis,..., Land-use planning and..., Recreation planning and..., Emission databases for..., Compliance audits, Source water quality..., Water rights and..., Water balance and..., National Pollutant..., Visual resource..., NEPA/CEQA including..., Public Involvement and..., Technical..., Knowledge of local,..., Federal Energy..., Energy/industrial..., Section 401..., Section 404 permits, Land-use approvals, Prevention of..., Best Available Control..., Air Quality Title V..., MOTEMS Audits and..., Knowledge of, and the..., Knowledge of and the..., Knowledge of..., Ability to convey..., Knowledge of the..., NEPA, SEPA, and..., Biological..., Endangered Species Act..., Agency consultation and..., Watershed analysis, Legislative Policy, Legislative Research, Legal Research, Legal Writing, Legal Compliance, Legislative Testimony, Legislative Relations, Policy Analysis, Port Planning, Transportation Planning, Traffic Impact Analysis
Education
Brigham Young University 1986 — 1987
MS, Geography-Planning/Resource Management
Brigham Young University 1980 — 1982
BS, Geography - Urban Regional Planning
Brigham Young University 1980 — 1982
BA, Public Administration/Political Science
Paradise High School 1973 — 1977
High School Diploma, College Preparatory
Angela Meddis's Merrill Lynch Experience June 2006 - August 2006
Job Law Clerk at United States Attorney's Office
Industry Law Practice
Experience
United States Attorney's Office June 2014 - Present
Third District Court July 2013 - August 2013
Holland and Hart May 2013 - August 2013
Peace Corps Ecuador June 2010 - June 2011
Holland Financial, Inc - RAM Advisory Services February 2009 - February 2010
UBS Financial Services, Inc. June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Non-profits, Westlaw, Legal Research, Research, Financial Modeling, Data Analysis, Social Media, Legal Writing, Entrepreneurship, Microsoft Office
Education
Brigham Young University—J. Reuben Clark Law School 2012 — 2015
Juris Doctor Candidate, Law
Columbia University in the City of New York 2004 — 2008
Bachelor of Arts, Economics
United States Attorney's Office June 2014 - Present
Third District Court July 2013 - August 2013
Holland and Hart May 2013 - August 2013
Peace Corps Ecuador June 2010 - June 2011
Holland Financial, Inc - RAM Advisory Services February 2009 - February 2010
UBS Financial Services, Inc. June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Non-profits, Westlaw, Legal Research, Research, Financial Modeling, Data Analysis, Social Media, Legal Writing, Entrepreneurship, Microsoft Office
Education
Brigham Young University—J. Reuben Clark Law School 2012 — 2015
Juris Doctor Candidate, Law
Columbia University in the City of New York 2004 — 2008
Bachelor of Arts, Economics
James Schramm's Merrill Lynch Experience November 2009 - November 2010
Job Financial Advisor at Schramm Financial
Industry Financial Services
Experience
Schramm Financial April 2015 - Present
Fidelity Investments October 2011 - April 2015
TD Ameritrade November 2010 - November 2011
Merrill Lynch November 2009 - November 2010
Heritage Financial Group Inc. April 2009 - November 2009
Education
Brigham Young University 2002 — 2008
Business Management, Financial Services
Brigham Young University 2002 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Hart High School
Hart High School
Schramm Financial April 2015 - Present
Fidelity Investments October 2011 - April 2015
TD Ameritrade November 2010 - November 2011
Merrill Lynch November 2009 - November 2010
Heritage Financial Group Inc. April 2009 - November 2009
Education
Brigham Young University 2002 — 2008
Business Management, Financial Services
Brigham Young University 2002 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Hart High School
Hart High School
Jason Kizerian's Merrill Lynch Experience June 2006 - May 2007
Job Director of Enterprise Sales at OrangeSoda
Industry Internet
Experience
OrangeSoda November 2013 - Present
OrangeSoda April 2009 - Present
AMS Direct August 2007 - April 2009
Merrill Lynch June 2006 - May 2007
Firstline Security April 2003 - May 2005
The Church of Jesus Christ of Latter-day Saints January 2000 - January 2002
Skills
Online Marketing and..., Search Engine..., Google Maps Optimization, Social Media, PPC, Competitive Analysis, New Business Development, Lead Generation, Salesforce.com, SEO, Online Advertising, Marketing, Sales, Account Management, Web Marketing, Entrepreneurship, Marketing Strategy, Market Research, Public Speaking, Social Media Marketing, Business Development, Direct Sales, Training, Advertising, Online Marketing
Education
Brigham Young University 2002 — 2006
Bachelor of Science, Business Management; an emphasis in Finance 2002-2006
Esperanza
OrangeSoda November 2013 - Present
OrangeSoda April 2009 - Present
AMS Direct August 2007 - April 2009
Merrill Lynch June 2006 - May 2007
Firstline Security April 2003 - May 2005
The Church of Jesus Christ of Latter-day Saints January 2000 - January 2002
Skills
Online Marketing and..., Search Engine..., Google Maps Optimization, Social Media, PPC, Competitive Analysis, New Business Development, Lead Generation, Salesforce.com, SEO, Online Advertising, Marketing, Sales, Account Management, Web Marketing, Entrepreneurship, Marketing Strategy, Market Research, Public Speaking, Social Media Marketing, Business Development, Direct Sales, Training, Advertising, Online Marketing
Education
Brigham Young University 2002 — 2006
Bachelor of Science, Business Management; an emphasis in Finance 2002-2006
Esperanza
Dan Dickson Dan Dickson's Merrill Lynch Experience October 2006 - April 2010
Job Private Wealth Management Vice President Investment Specialist at JPM Asset Management
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan September 2011 - Present
JPMorgan Chase May 2010 - August 2011
Merrill Lynch October 2006 - April 2010
America First Credit Union February 2002 - September 2006
Texas Houston East Mission 1999 - 2001
Skills
Retirement Planning, Wealth Management, Series 7, Retirement, Investment Strategies, Portfolio Management, Small Business, Finance, Wealth, Employee Benefits, Wealth Management..., Disability Insurance
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2013
MBA, Asset Management
Brigham Young University 2003 — 2006
Bachelor of Arts, Political Science
J.P. Morgan February 2015 - Present
J.P. Morgan September 2011 - Present
JPMorgan Chase May 2010 - August 2011
Merrill Lynch October 2006 - April 2010
America First Credit Union February 2002 - September 2006
Texas Houston East Mission 1999 - 2001
Skills
Retirement Planning, Wealth Management, Series 7, Retirement, Investment Strategies, Portfolio Management, Small Business, Finance, Wealth, Employee Benefits, Wealth Management..., Disability Insurance
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2013
MBA, Asset Management
Brigham Young University 2003 — 2006
Bachelor of Arts, Political Science
Tyler Hildt's Merrill Lynch Experience June 2011 - August 2011
Job Tax Consultant at Deloitte Tax LLP
Industry Higher Education
Experience
Deloitte Tax LLP October 2014 - Present
Brigham Young University August 2010 - April 2014
Deloitte June 2013 - August 2013
Merrill Lynch June 2011 - August 2011
Merrill Lynch October 2010 - December 2010
The Church of Jesus Christ of Latter-day Saints October 2008 - October 2010
RSI Holding Corporation June 2008 - October 2008
Skills
Accounting, Financial Accounting, QuickBooks, Microsoft Excel, Financial Reporting, Financial Analysis, Access, PowerPoint, Microsoft Word, Tax, Microsoft Office, Bookkeeping, Public Speaking, Outlook, Corporate Tax, Budgets, Data Analysis, Research, Teamwork
Education
Brigham Young University 2010 — 2014
Master of Accountancy, Accounting
Deloitte Tax LLP October 2014 - Present
Brigham Young University August 2010 - April 2014
Deloitte June 2013 - August 2013
Merrill Lynch June 2011 - August 2011
Merrill Lynch October 2010 - December 2010
The Church of Jesus Christ of Latter-day Saints October 2008 - October 2010
RSI Holding Corporation June 2008 - October 2008
Skills
Accounting, Financial Accounting, QuickBooks, Microsoft Excel, Financial Reporting, Financial Analysis, Access, PowerPoint, Microsoft Word, Tax, Microsoft Office, Bookkeeping, Public Speaking, Outlook, Corporate Tax, Budgets, Data Analysis, Research, Teamwork
Education
Brigham Young University 2010 — 2014
Master of Accountancy, Accounting
Scott Katzenbach Scott Katzenbach's Merrill Lynch Experience June 2012 - August 2012
Job Business Analyst at Intel Corporation
Industry Semiconductors
Experience
Intel Corporation April 2014 - Present
Merrill Lynch June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
EDMC June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Market Research, Spanish, Idea Generation, Social Innovation, Corporate Finance, Finance, Start-ups, Strategic Financial..., Portfolio Management, Investment Banking, Valuation, Analysis, Data Analysis, Microsoft Excel, Investments, Microsoft Office, Public Speaking, Management, Customer Service, PowerPoint, Microsoft Word, Entrepreneurship, Marketing
Education
Brigham Young University 2010 — 2013
Finance, Business Management, Spanish, 3.7
Intel Corporation April 2014 - Present
Merrill Lynch June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
EDMC June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Market Research, Spanish, Idea Generation, Social Innovation, Corporate Finance, Finance, Start-ups, Strategic Financial..., Portfolio Management, Investment Banking, Valuation, Analysis, Data Analysis, Microsoft Excel, Investments, Microsoft Office, Public Speaking, Management, Customer Service, PowerPoint, Microsoft Word, Entrepreneurship, Marketing
Education
Brigham Young University 2010 — 2013
Finance, Business Management, Spanish, 3.7
Austin Allen Austin Allen's Merrill Lynch Experience August 2015 - Present
Job Private Banking Analyst at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2015 - Present
Crewe Capital May 2014 - August 2014
Atlantic Trust January 2014 - April 2014
BYU Global Financial Advisors January 2014 - April 2014
American Logistics Co, LLC May 2013 - August 2013
American Logistics Co, LLC June 2012 - August 2012
Skills
Finance, Equity Research, Transportation, Leadership, Business Analysis, Team-oriented, Sales, Data Management, Bloomberg Terminal
Education
Brigham Young University 2010 — 2015
Bachelor of Science (BS), Finance, General
San Clemente High School 2006 — 2010
Merrill Lynch August 2015 - Present
Crewe Capital May 2014 - August 2014
Atlantic Trust January 2014 - April 2014
BYU Global Financial Advisors January 2014 - April 2014
American Logistics Co, LLC May 2013 - August 2013
American Logistics Co, LLC June 2012 - August 2012
Skills
Finance, Equity Research, Transportation, Leadership, Business Analysis, Team-oriented, Sales, Data Management, Bloomberg Terminal
Education
Brigham Young University 2010 — 2015
Bachelor of Science (BS), Finance, General
San Clemente High School 2006 — 2010
Mark DuBois Mark DuBois's Merrill Lynch Experience 1990 - 1994
Job Loan Officer, MLO289017 at Citywide Home Loans
Industry Financial Services
Experience
Citywide Home Loans April 2015 - Present
The DuBois Group LLC January 2006 - Present
Pinnacle Capital Mortgage Corporation June 2013 - December 2014
Augusta Lending, LLC August 2011 - June 2013
Augusta Mortgage Inc. (formerly known as Aspen Home Loans and Alpine Home Loans) January 1997 - August 2011
WFG World Group Securities February 1996 - December 2001
Merrill Lynch 1990 - 1994
Skills
Loans, Investments, Credit, Refinance, Strategic Financial..., Real Estate, Finance, Investment Properties, Financial Services, Banking, Financial Analysis, Portfolio Management, Series 7, Asset Managment, Wealth Management, Insurance, Retirement Planning, Mutual Funds, Funding, Securities, Asset Management, FHA, First Time Home Buyers, Small Business, Residential Mortgages, Loan Origination, Credit Analysis, Mortgage Banking, Underwriting, Real Estate Financing, Commercial Lending, USDA, VA loans, Commercial Mortgages, FHA financing, Real Estate Economics, Reverse Mortgages, Construction Loans, Real Estate Transactions, Loan Servicing, Private Equity, Financial Structuring, Small Business Lending, Mortgage Underwriting, Commercial Real Estate, Investors, Certified Mortgage..., Due Diligence, Sales, Management
Education
Brigham Young University 1985 — 1988
BS, Finance
Mahwah High School 1978 — 1982
Citywide Home Loans April 2015 - Present
The DuBois Group LLC January 2006 - Present
Pinnacle Capital Mortgage Corporation June 2013 - December 2014
Augusta Lending, LLC August 2011 - June 2013
Augusta Mortgage Inc. (formerly known as Aspen Home Loans and Alpine Home Loans) January 1997 - August 2011
WFG World Group Securities February 1996 - December 2001
Merrill Lynch 1990 - 1994
Skills
Loans, Investments, Credit, Refinance, Strategic Financial..., Real Estate, Finance, Investment Properties, Financial Services, Banking, Financial Analysis, Portfolio Management, Series 7, Asset Managment, Wealth Management, Insurance, Retirement Planning, Mutual Funds, Funding, Securities, Asset Management, FHA, First Time Home Buyers, Small Business, Residential Mortgages, Loan Origination, Credit Analysis, Mortgage Banking, Underwriting, Real Estate Financing, Commercial Lending, USDA, VA loans, Commercial Mortgages, FHA financing, Real Estate Economics, Reverse Mortgages, Construction Loans, Real Estate Transactions, Loan Servicing, Private Equity, Financial Structuring, Small Business Lending, Mortgage Underwriting, Commercial Real Estate, Investors, Certified Mortgage..., Due Diligence, Sales, Management
Education
Brigham Young University 1985 — 1988
BS, Finance
Mahwah High School 1978 — 1982
Palladio Group Palladio Group's Merrill Lynch Experience February 2000 - February 2002
Job Palladio Group at Palladio Group Real Estate, Inc
Industry Real Estate
Experience
Palladio Group Real Estate, Inc January 2005 - Present
Palladio Group Real Estate, Inc January 2005 - Present
Palladio Group Real Estate, Inc January 2000 - Present
Merrill Lynch February 2000 - February 2002
Skills
Business Strategy, Business Planning, Financial Management
Education
Brno University of Technology, Faculty of Electrical Engineering and Communication 1993 — 1998
bachelor, electrical engineer
inowrocloaw 1993 — 1996
Bachelor, electrical engineer
Palladio Group Real Estate, Inc January 2005 - Present
Palladio Group Real Estate, Inc January 2005 - Present
Palladio Group Real Estate, Inc January 2000 - Present
Merrill Lynch February 2000 - February 2002
Skills
Business Strategy, Business Planning, Financial Management
Education
Brno University of Technology, Faculty of Electrical Engineering and Communication 1993 — 1998
bachelor, electrical engineer
inowrocloaw 1993 — 1996
Bachelor, electrical engineer
Terri L. Conger, CFP® Terri L. Conger, CFP®'s Merrill Lynch Experience 2000 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2000 - Present
Skills
Retirement Planning, Estate Planning, Financial Modeling, Series 7, Investments, Financial Analysis, Public Speaking
Education
Brigham Young University 1979 — 1983
Bachelors, Business Management/Finance
Merrill Lynch 2000 - Present
Skills
Retirement Planning, Estate Planning, Financial Modeling, Series 7, Investments, Financial Analysis, Public Speaking
Education
Brigham Young University 1979 — 1983
Bachelors, Business Management/Finance
Jim Horton Jim Horton's Merrill Lynch Experience March 2000 - September 2002
Job Managing Partner at H2M Capital
Industry Venture Capital & Private Equity
Experience
H2M Capital January 2014 - Present
SymbioCellTech March 2013 - Present
Supercar Invitational December 2011 - Present
1-800-Pharmacy, Inc October 2010 - Present
Andina Capital Management January 2009 - June 2013
Charter Solutions, Inc February 2006 - May 2009
Alta Financial Group September 2002 - February 2006
Merrill Lynch March 2000 - September 2002
Morgan Stanley February 1999 - March 2000
Skills
Investments, Private Equity, Venture Capital, Start-ups, Entrepreneurship, Valuation, Due Diligence, Business Strategy, Financial Analysis, Financial Modeling, Corporate Finance, Portfolio Management, Investment Banking, Business Planning, Alternative Investments
Education
University of Oxford - Said Business School 2011 — 2012
DipFS, Finance
Brigham Young University 1995 — 1998
B.A., English, Business
H2M Capital January 2014 - Present
SymbioCellTech March 2013 - Present
Supercar Invitational December 2011 - Present
1-800-Pharmacy, Inc October 2010 - Present
Andina Capital Management January 2009 - June 2013
Charter Solutions, Inc February 2006 - May 2009
Alta Financial Group September 2002 - February 2006
Merrill Lynch March 2000 - September 2002
Morgan Stanley February 1999 - March 2000
Skills
Investments, Private Equity, Venture Capital, Start-ups, Entrepreneurship, Valuation, Due Diligence, Business Strategy, Financial Analysis, Financial Modeling, Corporate Finance, Portfolio Management, Investment Banking, Business Planning, Alternative Investments
Education
University of Oxford - Said Business School 2011 — 2012
DipFS, Finance
Brigham Young University 1995 — 1998
B.A., English, Business
Kevin Arruda Kevin Arruda's Merrill Lynch Experience March 2008 - September 2013
Job Portfolio Oversight Manager, VP at U.S. Trust
Industry Investment Management
Experience
U.S. Trust October 2014 - Present
Citizens Bank September 2013 - October 2014
Merrill Lynch March 2008 - September 2013
Archway Investment Fund, Bryant University September 2012 - December 2012
Northwestern Mutual January 2007 - February 2008
Skills
FINRA Series 6, FINRA Series 7, FINRA Series 63, FINRA Series 65, Security Analysis, Financial Modeling, Equity Research, Investments, Asset Allocation, Securities, Trading, Series 7, Strategic Financial..., Mutual Funds, Finance, Series 63
Education
Bryant University 2009 — 2013
BS, Finance, 3.67
Bristol Community College 2007 — 2009
AA, Business, 3.84
U.S. Trust October 2014 - Present
Citizens Bank September 2013 - October 2014
Merrill Lynch March 2008 - September 2013
Archway Investment Fund, Bryant University September 2012 - December 2012
Northwestern Mutual January 2007 - February 2008
Skills
FINRA Series 6, FINRA Series 7, FINRA Series 63, FINRA Series 65, Security Analysis, Financial Modeling, Equity Research, Investments, Asset Allocation, Securities, Trading, Series 7, Strategic Financial..., Mutual Funds, Finance, Series 63
Education
Bryant University 2009 — 2013
BS, Finance, 3.67
Bristol Community College 2007 — 2009
AA, Business, 3.84
Joel Zae's Merrill Lynch Experience May 2012 - August 2012
Job Founder at Mr. Wipes LLC
Industry Accounting
Experience
Ivie Technologies, Inc. March 2015 - Present
Mr. Wipes LLC February 2013 - Present
Joel Zae Extraordinaire May 2001 - Present
Merrill Lynch May 2012 - August 2012
Sales Tax Experts May 2011 - September 2011
Rasmussen Landscapes February 2009 - August 2009
Skills
Financial Accounting, Leadership, Financial Analysis, Accounting, Financial Modeling, Balloon Artist, Entrepreneurship, Auditing, Corporate Finance, Microsoft Excel, Financial Reporting, Internal Controls, Tax, Access, Valuation, Forecasting, Capital Budgeting, Investments, Budgets, US GAAP, Accounts Payable, Bookkeeping, Strategic Financial..., Analysis, Final Cut Pro, QuickBooks, Sales & Use Tax
Education
Brigham Young University 2009 — 2012
Bachelor of Science (BS), Accounting
Salt Lake Community College 2008 — 2009
Ivie Technologies, Inc. March 2015 - Present
Mr. Wipes LLC February 2013 - Present
Joel Zae Extraordinaire May 2001 - Present
Merrill Lynch May 2012 - August 2012
Sales Tax Experts May 2011 - September 2011
Rasmussen Landscapes February 2009 - August 2009
Skills
Financial Accounting, Leadership, Financial Analysis, Accounting, Financial Modeling, Balloon Artist, Entrepreneurship, Auditing, Corporate Finance, Microsoft Excel, Financial Reporting, Internal Controls, Tax, Access, Valuation, Forecasting, Capital Budgeting, Investments, Budgets, US GAAP, Accounts Payable, Bookkeeping, Strategic Financial..., Analysis, Final Cut Pro, QuickBooks, Sales & Use Tax
Education
Brigham Young University 2009 — 2012
Bachelor of Science (BS), Accounting
Salt Lake Community College 2008 — 2009
Ben Stevenson's Merrill Lynch Experience May 2012 - June 2012
Job Financial Analyst at Intermountain Healthcare
Industry Medical Devices
Experience
Intermountain Healthcare March 2015 - Present
Edwards Lifesciences January 2013 - February 2015
Thermo Fisher Scientific July 2012 - August 2012
Merrill Lynch May 2012 - June 2012
Skills
Medical Devices, Financial Modeling, Data Analysis, Cross-functional Team..., Forecasting, Financial Analysis, Analysis, Valuation, Process Improvement, Market Research, Business Strategy, Due Diligence, Statistics, Microsoft Excel, PowerPoint, Management
Education
Brigham Young University 2010 — 2013
Bachelor of Science (BS), Finance, General
Brigham Young University - Hawaii 2007 — 2008
Intermountain Healthcare March 2015 - Present
Edwards Lifesciences January 2013 - February 2015
Thermo Fisher Scientific July 2012 - August 2012
Merrill Lynch May 2012 - June 2012
Skills
Medical Devices, Financial Modeling, Data Analysis, Cross-functional Team..., Forecasting, Financial Analysis, Analysis, Valuation, Process Improvement, Market Research, Business Strategy, Due Diligence, Statistics, Microsoft Excel, PowerPoint, Management
Education
Brigham Young University 2010 — 2013
Bachelor of Science (BS), Finance, General
Brigham Young University - Hawaii 2007 — 2008
Jake Halladay Jake Halladay's Merrill Lynch Experience June 2007 - March 2010
Job Senior Vice President at Bel Air Investment Advisors
Industry Financial Services
Experience
Bel Air Investment Advisors July 2012 - Present
Georgetown University August 2010 - August 2012
Merrill Lynch June 2007 - March 2010
Susquehanna Financial Group May 2006 - July 2006
Bel Air Investment Advisors May 2005 - August 2005
Skills
Investments, Series 7, Financial Modeling, Portfolio Management, Equities, Financial Analysis, Bloomberg, Valuation, Business Valuation, Asset Managment, Investment Banking, Fixed Income, Emerging Markets, Corporate Finance, Venture Capital, Capital Markets, Due Diligence, Strategic Financial..., Finance, Asset Allocation
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance
Brigham Young University 2002 — 2007
BS, Economics
Utah Valley University 2002 — 2004
Associate, Business
Bel Air Investment Advisors July 2012 - Present
Georgetown University August 2010 - August 2012
Merrill Lynch June 2007 - March 2010
Susquehanna Financial Group May 2006 - July 2006
Bel Air Investment Advisors May 2005 - August 2005
Skills
Investments, Series 7, Financial Modeling, Portfolio Management, Equities, Financial Analysis, Bloomberg, Valuation, Business Valuation, Asset Managment, Investment Banking, Fixed Income, Emerging Markets, Corporate Finance, Venture Capital, Capital Markets, Due Diligence, Strategic Financial..., Finance, Asset Allocation
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance
Brigham Young University 2002 — 2007
BS, Economics
Utah Valley University 2002 — 2004
Associate, Business
Audra Clegg's Merrill Lynch Experience 1983 - 1989
Job Event Coordinator at Redfish Lake Lodge
Industry Events Services
Experience
Redfish Lake Lodge May 1999 - Present
Brigham Young University 1990 - 1994
Merrill Lynch 1983 - 1989
Skills
Event Management, Event Planning, Corporate Events, Wedding Planning, Meeting Planning, Public Relations, Social Media, Trade Shows, Live Events, Parties, Marketing Communications, Sponsorship, Weddings, Social Networking, Social Media Marketing
Education
BYU 1986 — 1991
Bachelors of Science, Marriage and Family Sciences - Marriage Counseling
Canyon High School 1983 — 1986
Redfish Lake Lodge May 1999 - Present
Brigham Young University 1990 - 1994
Merrill Lynch 1983 - 1989
Skills
Event Management, Event Planning, Corporate Events, Wedding Planning, Meeting Planning, Public Relations, Social Media, Trade Shows, Live Events, Parties, Marketing Communications, Sponsorship, Weddings, Social Networking, Social Media Marketing
Education
BYU 1986 — 1991
Bachelors of Science, Marriage and Family Sciences - Marriage Counseling
Canyon High School 1983 — 1986
Jason Vasconcellos's Merrill Lynch Experience September 2014 - Present
Job IRA/CD Specialist Merrill edge
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Bank of America December 2013 - Present
Bank of America August 2012 - Present
Comcast June 2008 - December 2011
Starwood Hotels & Resorts Worldwide, Inc. January 2004 - August 2007
Skills
Excel, Microsoft Office, PowerPoint, Customer Service, Customer Satisfaction, Time Management, Budgets, Teamwork, Banking, Telephone Skills, Call Centers, Accounting, Risk Management, Troubleshooting, Financial Analysis, Training, Access, Outlook, Salesforce.com, Sales, Microsoft Excel, Investment Banking, risk, Financial Risk, Sales Presentations, Finance, Leadership, Credit Cards
Education
UMass Dartmouth 2007 — 2010
Bachelors of Science, Finance
Bristol Community College 2004 — 2007
Associates, Business Administration/Finance
Merrill Lynch September 2014 - Present
Bank of America December 2013 - Present
Bank of America August 2012 - Present
Comcast June 2008 - December 2011
Starwood Hotels & Resorts Worldwide, Inc. January 2004 - August 2007
Skills
Excel, Microsoft Office, PowerPoint, Customer Service, Customer Satisfaction, Time Management, Budgets, Teamwork, Banking, Telephone Skills, Call Centers, Accounting, Risk Management, Troubleshooting, Financial Analysis, Training, Access, Outlook, Salesforce.com, Sales, Microsoft Excel, Investment Banking, risk, Financial Risk, Sales Presentations, Finance, Leadership, Credit Cards
Education
UMass Dartmouth 2007 — 2010
Bachelors of Science, Finance
Bristol Community College 2004 — 2007
Associates, Business Administration/Finance
Jennifer (Fails) Wray Jennifer (Fails) Wray's Merrill Lynch Experience February 2008 - December 2009
Job Credit/Risk Professional at Morgan Stanley
Industry Banking
Experience
Morgan Stanley February 2011 - Present
Merrill Lynch February 2008 - December 2009
Merrill Lynch July 2006 - February 2008
Merrill Lynch March 2005 - July 2006
Skills
Loans, Credit, Microsoft Word, Banking, Portfolio Management, Financial Services, Commercial Lending, Credit Risk, Finance, Securities, Funding, Financial Analysis
Education
Utah State University 2008 — 2010
MBA
Brigham Young University 1998 — 2002
BS, Business Management - Emphasis in International Finance
Morgan Stanley February 2011 - Present
Merrill Lynch February 2008 - December 2009
Merrill Lynch July 2006 - February 2008
Merrill Lynch March 2005 - July 2006
Skills
Loans, Credit, Microsoft Word, Banking, Portfolio Management, Financial Services, Commercial Lending, Credit Risk, Finance, Securities, Funding, Financial Analysis
Education
Utah State University 2008 — 2010
MBA
Brigham Young University 1998 — 2002
BS, Business Management - Emphasis in International Finance
Spencer Edgin Spencer Edgin's Merrill Lynch Experience February 2003 - August 2003
Job Assistant Vice President Corporate Finance at GE Capital
Industry Financial Services
Experience
GE Capital June 2013 - Present
GE Capital July 2011 - July 2013
Yellowbook USA October 2007 - February 2011
Stanley Black & Decker, Inc. November 2005 - September 2007
Universal Forest Products February 2005 - November 2005
TWG Insurance January 2004 - November 2004
Merrill Lynch February 2003 - August 2003
The Church of Jesus Christ of Latter-day Saints September 1998 - October 2000
Skills
Credit, Credit Risk, Financial Analysis, Financial Modeling, Leadership, Process Improvement, Public Speaking, Spanish, Corporate Finance, Management, Marketing, Sales Management, Sales Operations, Salesforce.com, Strategy, Start-ups, Strategic Planning, Marketing Strategy, Social Media, Email Marketing, Operations Management, Market Research, Finance, Sales, Portfolio Management, Business Development, Social Media Marketing
Education
University of Utah - David Eccles School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration
Brigham Young University 1997 — 2003
BA, International Realations; Business; Spanish
GE Capital June 2013 - Present
GE Capital July 2011 - July 2013
Yellowbook USA October 2007 - February 2011
Stanley Black & Decker, Inc. November 2005 - September 2007
Universal Forest Products February 2005 - November 2005
TWG Insurance January 2004 - November 2004
Merrill Lynch February 2003 - August 2003
The Church of Jesus Christ of Latter-day Saints September 1998 - October 2000
Skills
Credit, Credit Risk, Financial Analysis, Financial Modeling, Leadership, Process Improvement, Public Speaking, Spanish, Corporate Finance, Management, Marketing, Sales Management, Sales Operations, Salesforce.com, Strategy, Start-ups, Strategic Planning, Marketing Strategy, Social Media, Email Marketing, Operations Management, Market Research, Finance, Sales, Portfolio Management, Business Development, Social Media Marketing
Education
University of Utah - David Eccles School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration
Brigham Young University 1997 — 2003
BA, International Realations; Business; Spanish
Wade D. Rasmussen Wade D. Rasmussen's Merrill Lynch Experience 1985 - 1988
Job Executive Sales Professional, Valeant Pharmaceuticals
Industry Pharmaceuticals
Experience
Valeant Pharmaceuticals December 2011 - Present
Dermik Laboratories - a Sanofi-Aventis Company February 2002 - December 2011
FranklinCovey April 1998 - December 2001
PacifiCare Health Systems (Formerly FHP Healthcare) January 1992 - March 1998
Merrill Lynch 1985 - 1988
Skills
Pharmaceutical Industry, Sales, Sales Effectiveness, Client Rapport, Leadership Development, Pharmaceutical Sales, Customer Service, Dermatology, Business Planning, OB/GYN, Key Account Management, Managed Care, Product Launch, Marketing, Selling Skills, Urology, Sales Operations
Education
MBA, University of Phoenix, BS, Brigham Young University 1991 — 1993
MBA, Business
Brigham Young University 1977 — 1983
Bachelor of Science (B.S.), Business Management, Minor in Accounting and Economics
Valeant Pharmaceuticals December 2011 - Present
Dermik Laboratories - a Sanofi-Aventis Company February 2002 - December 2011
FranklinCovey April 1998 - December 2001
PacifiCare Health Systems (Formerly FHP Healthcare) January 1992 - March 1998
Merrill Lynch 1985 - 1988
Skills
Pharmaceutical Industry, Sales, Sales Effectiveness, Client Rapport, Leadership Development, Pharmaceutical Sales, Customer Service, Dermatology, Business Planning, OB/GYN, Key Account Management, Managed Care, Product Launch, Marketing, Selling Skills, Urology, Sales Operations
Education
MBA, University of Phoenix, BS, Brigham Young University 1991 — 1993
MBA, Business
Brigham Young University 1977 — 1983
Bachelor of Science (B.S.), Business Management, Minor in Accounting and Economics
Greg Heap Greg Heap's Merrill Lynch Experience April 2012 - June 2012
Job Financial Analyst
Industry Banking
Experience
Wells Fargo Global Banking 2013 - Present
Skilled Healthcare June 2012 - August 2012
Merrill Lynch April 2012 - June 2012
Missionary Training Center December 2010 - March 2012
The Church of Jesus Christ of Latter-day Saints June 2008 - June 2010
Education
Brigham Young University 2007 — 2012
Bachelor of Science (BS), Finance
Wells Fargo Global Banking 2013 - Present
Skilled Healthcare June 2012 - August 2012
Merrill Lynch April 2012 - June 2012
Missionary Training Center December 2010 - March 2012
The Church of Jesus Christ of Latter-day Saints June 2008 - June 2010
Education
Brigham Young University 2007 — 2012
Bachelor of Science (BS), Finance
Jake Schroeder's Merrill Lynch Experience May 2010 - November 2011
Job Course Delivery Manager at Harvard Business School
Industry Higher Education
Experience
Harvard Business School March 2015 - Present
Harvard Business School October 2013 - March 2015
Pacific Capital November 2011 - June 2013
Merrill Lynch May 2010 - November 2011
The Church of Jesus Christ of Latter-day Saints August 2007 - May 2010
Milestone Management Consultants, LLC May 2009 - July 2009
The Church of Jesus Christ of Latter-day Saints June 2005 - June 2007
Education
Brigham Young University 2007 — 2010
BA, Economics with Business Strategy Minor
Harvard Business School March 2015 - Present
Harvard Business School October 2013 - March 2015
Pacific Capital November 2011 - June 2013
Merrill Lynch May 2010 - November 2011
The Church of Jesus Christ of Latter-day Saints August 2007 - May 2010
Milestone Management Consultants, LLC May 2009 - July 2009
The Church of Jesus Christ of Latter-day Saints June 2005 - June 2007
Education
Brigham Young University 2007 — 2010
BA, Economics with Business Strategy Minor
Robert Plowman's Merrill Lynch Experience December 2011 - September 2012
Job Licensed Investment Specialist II at USAA
Industry Financial Services
Experience
USAA October 2014 - Present
Edward Jones Investments June 2012 - July 2014
Merrill Lynch December 2011 - September 2012
Kojin Enterprises September 2007 - December 2011
The CIT Group October 2004 - September 2007
GE Capital March 2003 - September 2004
Bank of America Leasing & Capital September 1997 - June 2000
Comdisco, Inc 1990 - 1996
Skills
Capital Markets, Equipment Leasing Sales, Loans, Credit, Finance, Commercial Lending, Due Diligence, Risk Management, Banking, Asset Based Lending, Underwriting, Restructuring, Investor Relations, Mortgage Lending, Debt, Venture Capital, Financial Markets, Financial Analysis, Investment Advisory, Credit Analysis, Mergers & Acquisitions
Education
Brigham Young University 1983 — 1984
MBA, Finance, Marketing
USAA October 2014 - Present
Edward Jones Investments June 2012 - July 2014
Merrill Lynch December 2011 - September 2012
Kojin Enterprises September 2007 - December 2011
The CIT Group October 2004 - September 2007
GE Capital March 2003 - September 2004
Bank of America Leasing & Capital September 1997 - June 2000
Comdisco, Inc 1990 - 1996
Skills
Capital Markets, Equipment Leasing Sales, Loans, Credit, Finance, Commercial Lending, Due Diligence, Risk Management, Banking, Asset Based Lending, Underwriting, Restructuring, Investor Relations, Mortgage Lending, Debt, Venture Capital, Financial Markets, Financial Analysis, Investment Advisory, Credit Analysis, Mergers & Acquisitions
Education
Brigham Young University 1983 — 1984
MBA, Finance, Marketing
David Petersen, CFP®, MBA David Petersen, CFP®, MBA's Merrill Lynch Experience December 1999 - May 2005
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC May 2005 - Present
Merrill Lynch December 1999 - May 2005
The MONY Group January 1998 - November 1999
Fidelity August 1996 - January 1998
Skills
Retirement Planning, Investments, Wealth Management, Finance, Customer Service, Strategic Planning, Mutual Funds, Series 7, Trading, Financial Analysis
Education
Westminster College 1997 — 2002
Masters of Business Administration
University of Utah 1994 — 1996
Bachelor of Science, Finance
Brigham Young University 1987 — 1993
Bachelor of Arts, Humanities
Raymond James Financial Services, Inc. Member FINRA/SIPC May 2005 - Present
Merrill Lynch December 1999 - May 2005
The MONY Group January 1998 - November 1999
Fidelity August 1996 - January 1998
Skills
Retirement Planning, Investments, Wealth Management, Finance, Customer Service, Strategic Planning, Mutual Funds, Series 7, Trading, Financial Analysis
Education
Westminster College 1997 — 2002
Masters of Business Administration
University of Utah 1994 — 1996
Bachelor of Science, Finance
Brigham Young University 1987 — 1993
Bachelor of Arts, Humanities
Brett Jenson Brett Jenson's Merrill Lynch Experience May 2003 - August 2003
Job Senior Financial Consultant at Security Service Investment Group
Industry Financial Services
Experience
Security Service Federal Credit Union November 2013 - Present
Fidelity Investments October 2012 - November 2013
E-Trade Financial May 2011 - October 2012
Keller Williams Southwest Realty/HomeSmart Realty September 2007 - November 2010
Vanguard Group October 2007 - April 2010
Keller Williams Southwest Realty/HomeSmart Realty October 2005 - September 2007
Universal Scoreboards Advertising of Arizona June 2004 - September 2006
BYU-Idaho Sacred Music Series January 2004 - May 2004
Merrill Lynch May 2003 - August 2003
The Church of Jesus Christ of Latter-day Saints January 1997 - February 1999
Skills
Negotiation, Advertising, Lead Generation, Investments, Proposal Writing, Marketing Strategy, Sales, Real Estate, Marketing, Finance, Contract Negotiation, Training, Account Management, Series 63, Customer Service
Education
Brigham Young University - Idaho 2000 — 2004
Associate of Arts; Associate of Arts, Business; Spanish
Brigham Young University - Idaho 2000 — 2004
Bachelor of Arts, Business Management
Brigham Young University - Idaho 1999 — 2004
Associate of Arts; Associate of Arts, Business; Spanish
Security Service Federal Credit Union November 2013 - Present
Fidelity Investments October 2012 - November 2013
E-Trade Financial May 2011 - October 2012
Keller Williams Southwest Realty/HomeSmart Realty September 2007 - November 2010
Vanguard Group October 2007 - April 2010
Keller Williams Southwest Realty/HomeSmart Realty October 2005 - September 2007
Universal Scoreboards Advertising of Arizona June 2004 - September 2006
BYU-Idaho Sacred Music Series January 2004 - May 2004
Merrill Lynch May 2003 - August 2003
The Church of Jesus Christ of Latter-day Saints January 1997 - February 1999
Skills
Negotiation, Advertising, Lead Generation, Investments, Proposal Writing, Marketing Strategy, Sales, Real Estate, Marketing, Finance, Contract Negotiation, Training, Account Management, Series 63, Customer Service
Education
Brigham Young University - Idaho 2000 — 2004
Associate of Arts; Associate of Arts, Business; Spanish
Brigham Young University - Idaho 2000 — 2004
Bachelor of Arts, Business Management
Brigham Young University - Idaho 1999 — 2004
Associate of Arts; Associate of Arts, Business; Spanish
Eddy Saroj Taengkaew, MBA Eddy Saroj Taengkaew, MBA's Merrill Lynch Experience August 2011 - January 2013
Job Financial Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2014 - Present
Thai American and Asian Alliance of San Diego September 2012 - Present
Wells Fargo Advisors, LLC January 2013 - September 2014
Merrill Lynch Wealth Management / Bank of America Corporation August 2011 - January 2013
Merrill Lynch August 2011 - January 2013
Asian business association in san diego 2006 - December 2012
Citi April 2007 - August 2011
Prudential Financial December 2006 - April 2007
Washington Mutual October 2005 - December 2006
Skills
Life & Health Insurance..., Property & Casualty..., Securities, Wealth Management, Retirement Planning, Investments, Financial Services, Banking, Asset Allocation, Loans, Mutual Funds, Life Insurance, 401k, Commercial Lending, Credit, Relationship Management, Wealth Management..., Consumer Lending, 401k Rollovers, Finance, Financial Advisory, Investment Strategies, Strategy, Fixed Income, Alternative Investments, Fixed Annuities, Equities, Asset Management, Trading, Investment Management, Retirement, Bonds, Hedge Funds, Capital Markets, Credit Analysis, Financial Risk, Financial Analysis, Valuation
Education
University of Wisconsin-Whitewater 2009 — 2011
MBA, Finance
Brigham Young University Hawaii 2002 — 2005
B.S., International Business Management
Surasakmontee high school 1994 — 1996
High school, Math & Science Track
Bank of America Merrill Lynch September 2014 - Present
Thai American and Asian Alliance of San Diego September 2012 - Present
Wells Fargo Advisors, LLC January 2013 - September 2014
Merrill Lynch Wealth Management / Bank of America Corporation August 2011 - January 2013
Merrill Lynch August 2011 - January 2013
Asian business association in san diego 2006 - December 2012
Citi April 2007 - August 2011
Prudential Financial December 2006 - April 2007
Washington Mutual October 2005 - December 2006
Skills
Life & Health Insurance..., Property & Casualty..., Securities, Wealth Management, Retirement Planning, Investments, Financial Services, Banking, Asset Allocation, Loans, Mutual Funds, Life Insurance, 401k, Commercial Lending, Credit, Relationship Management, Wealth Management..., Consumer Lending, 401k Rollovers, Finance, Financial Advisory, Investment Strategies, Strategy, Fixed Income, Alternative Investments, Fixed Annuities, Equities, Asset Management, Trading, Investment Management, Retirement, Bonds, Hedge Funds, Capital Markets, Credit Analysis, Financial Risk, Financial Analysis, Valuation
Education
University of Wisconsin-Whitewater 2009 — 2011
MBA, Finance
Brigham Young University Hawaii 2002 — 2005
B.S., International Business Management
Surasakmontee high school 1994 — 1996
High school, Math & Science Track
Kim Werner's Merrill Lynch Experience November 1996 - November 2002
Job Lead Agile Coach
Industry Information Technology and Services
Experience
Blue Agility February 2012 - Present
ATSC (Formerly Number Six Software) June 2006 - January 2012
Ajilon Consulting January 2002 - July 2006
Merrill Lynch November 1996 - November 2002
Howard Systems January 1996 - November 1996
Experis (Formerly Comsys/Advanced Business Consultants) January 1995 - December 1995
Infotech Systems Inc. June 1988 - January 1995
Safeway June 1988 - December 1994
Softworks Consulting September 1986 - January 1988
Rock n Music September 1983 - September 1986
Skills
Agile, Agile Project Management, Requirements Analysis, Data Analysis, Business Modeling, Data Modeling, UML, Rational Rose, Rational Software..., Agile Methodologies, Rational XDE, RUP, OOAD, Integration, DB2, Java Enterprise Edition, Process Improvement, Business Requirements, Software Development, Business Analysis, Requirements Gathering, Software Documentation, Rational Team Concert, SDLC, Business Intelligence, Requirements Management, Enterprise Software, Solution Architecture, Testing, Architecture, Software Design, Waterfall, Enterprise Architecture, Unix, Software Project..., SOA, Architectures, Certified Scrum Master..., Software Development..., Scrum, Test Management
Education
British Columbia Institute of Technology 1986 — 1988
Computer Science, Computer Systems
Blue Agility February 2012 - Present
ATSC (Formerly Number Six Software) June 2006 - January 2012
Ajilon Consulting January 2002 - July 2006
Merrill Lynch November 1996 - November 2002
Howard Systems January 1996 - November 1996
Experis (Formerly Comsys/Advanced Business Consultants) January 1995 - December 1995
Infotech Systems Inc. June 1988 - January 1995
Safeway June 1988 - December 1994
Softworks Consulting September 1986 - January 1988
Rock n Music September 1983 - September 1986
Skills
Agile, Agile Project Management, Requirements Analysis, Data Analysis, Business Modeling, Data Modeling, UML, Rational Rose, Rational Software..., Agile Methodologies, Rational XDE, RUP, OOAD, Integration, DB2, Java Enterprise Edition, Process Improvement, Business Requirements, Software Development, Business Analysis, Requirements Gathering, Software Documentation, Rational Team Concert, SDLC, Business Intelligence, Requirements Management, Enterprise Software, Solution Architecture, Testing, Architecture, Software Design, Waterfall, Enterprise Architecture, Unix, Software Project..., SOA, Architectures, Certified Scrum Master..., Software Development..., Scrum, Test Management
Education
British Columbia Institute of Technology 1986 — 1988
Computer Science, Computer Systems
Kyle Angelos Kyle Angelos's Merrill Lynch Experience June 2012 - August 2012
Job Financial Instruments, Structured Products and Real Estate Associate (FSR)
Industry Financial Services
Experience
The Color Run May 2015 - July 2015
PricewaterhouseCoopers June 2014 - August 2014
U.S. Department of the Treasury September 2013 - December 2013
The Aclaime Group May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Management, Financial Analysis, Leadership, Public Speaking, Analysis, Financial Modeling, Market Research, Research, Microsoft Excel, Microsoft Word, Finance, Due Diligence, Data Analysis, Valuation
Education
Brigham Young University 2009 — 2015
Bachelor’s Degree, Banking, Corporate, Finance, and Securities Law
The Color Run May 2015 - July 2015
PricewaterhouseCoopers June 2014 - August 2014
U.S. Department of the Treasury September 2013 - December 2013
The Aclaime Group May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Management, Financial Analysis, Leadership, Public Speaking, Analysis, Financial Modeling, Market Research, Research, Microsoft Excel, Microsoft Word, Finance, Due Diligence, Data Analysis, Valuation
Education
Brigham Young University 2009 — 2015
Bachelor’s Degree, Banking, Corporate, Finance, and Securities Law
David Andrew David Andrew's Merrill Lynch Experience August 2011 - December 2011
Job Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan May 2013 - July 2015
LAPA Investment Counsel October 2012 - May 2013
The Capital Group January 2012 - October 2012
Merrill Lynch August 2011 - December 2011
Alta Capital Management May 2011 - August 2011
Global Financial Advisors January 2010 - April 2011
Ameriprise Financial May 2010 - August 2010
Skills
Valuation, Equities, Investments, DCF, Morningstar, Mutual Funds, Financial Modeling, Bloomberg, Bloomberg Terminal, Economics, Financial Analysis, Stocks, Equity Research, Brazilian Portuguese, Alternative Investments, Asset Management, Capital Markets, Investment Management, Hedge Funds, Wealth Management, Financial Statement..., Portfolio Management, Private Equity, Fixed Income, Investment Strategies, Series 7, Leadership, Equity Valuation, Series 63, Financial Services, Asset Allocation
Education
Brigham Young University 2005 — 2011
Bachelor of Science (BS), Business Management - Finance Emphasis
Global Business Study Abroad
J.P. Morgan July 2015 - Present
J.P. Morgan May 2013 - July 2015
LAPA Investment Counsel October 2012 - May 2013
The Capital Group January 2012 - October 2012
Merrill Lynch August 2011 - December 2011
Alta Capital Management May 2011 - August 2011
Global Financial Advisors January 2010 - April 2011
Ameriprise Financial May 2010 - August 2010
Skills
Valuation, Equities, Investments, DCF, Morningstar, Mutual Funds, Financial Modeling, Bloomberg, Bloomberg Terminal, Economics, Financial Analysis, Stocks, Equity Research, Brazilian Portuguese, Alternative Investments, Asset Management, Capital Markets, Investment Management, Hedge Funds, Wealth Management, Financial Statement..., Portfolio Management, Private Equity, Fixed Income, Investment Strategies, Series 7, Leadership, Equity Valuation, Series 63, Financial Services, Asset Allocation
Education
Brigham Young University 2005 — 2011
Bachelor of Science (BS), Business Management - Finance Emphasis
Global Business Study Abroad
John Brigham Wilson's Merrill Lynch Experience May 2008 - July 2009
Job DTC Merchant: Men's Sportswear Footwear
Industry Retail
Experience
Nike January 2015 - Present
Nike July 2013 - January 2015
Wharton Business School August 2011 - May 2013
Barclays Wealth August 2009 - July 2011
Merrill Lynch May 2008 - July 2009
Morgan Stanley June 2006 - August 2006
Education
Wharton School of Business - University of Pennsylvania 2011 — 2013
Master of Business Administration (MBA), Management, Operations
Brigham Young University 2002 — 2009
BA, International Relations, Arabic, Business
Nike January 2015 - Present
Nike July 2013 - January 2015
Wharton Business School August 2011 - May 2013
Barclays Wealth August 2009 - July 2011
Merrill Lynch May 2008 - July 2009
Morgan Stanley June 2006 - August 2006
Education
Wharton School of Business - University of Pennsylvania 2011 — 2013
Master of Business Administration (MBA), Management, Operations
Brigham Young University 2002 — 2009
BA, International Relations, Arabic, Business
Richard Franklin Richard Franklin's Merrill Lynch Experience April 2001 - August 2001
Job Education and Development Manager at HealthEquity
Industry Education Management
Experience
HealthEquity September 2010 - Present
MediConnect December 2008 - September 2010
MediConnect March 2007 - January 2008
Sorenson Communications February 2005 - March 2007
Sorenson Communications February 2005 - August 2005
World Wide Interpreters May 2002 - August 2002
Merrill Lynch April 2001 - August 2001
Skills
Learning Management, Instructional Design, Interpersonal..., Employee Relations, Adobe Captivate, Data Reporting, Content management, Moodle Design and..., SharePoint, MediaWiki, Google Analytics, Government Compliance, Microsoft Office, Technical Writing, HTML + CSS, XML, JavaScript, Issue Resolution, Gimp, Inkscape, Linux, Photoshop, Illustrator, Premiere, Encore, After Effects, Video Production, Flash, Social Media, Twitter, Ebooks, Creative Writing, Analytics, Open Source Software, Blended Learning, PowerPoint, Moodle, HTML, Captivate, Content Management, E-Learning, Leadership, Training, Management, Adult Education, Time Management, Employee Training, Workshop Facilitation, Web Design, Training Delivery
Education
Brigham Young University 1997 — 2003
Bachelor's received 2003
Clear Lake High School 1994 — 1997
High School Degree
HealthEquity September 2010 - Present
MediConnect December 2008 - September 2010
MediConnect March 2007 - January 2008
Sorenson Communications February 2005 - March 2007
Sorenson Communications February 2005 - August 2005
World Wide Interpreters May 2002 - August 2002
Merrill Lynch April 2001 - August 2001
Skills
Learning Management, Instructional Design, Interpersonal..., Employee Relations, Adobe Captivate, Data Reporting, Content management, Moodle Design and..., SharePoint, MediaWiki, Google Analytics, Government Compliance, Microsoft Office, Technical Writing, HTML + CSS, XML, JavaScript, Issue Resolution, Gimp, Inkscape, Linux, Photoshop, Illustrator, Premiere, Encore, After Effects, Video Production, Flash, Social Media, Twitter, Ebooks, Creative Writing, Analytics, Open Source Software, Blended Learning, PowerPoint, Moodle, HTML, Captivate, Content Management, E-Learning, Leadership, Training, Management, Adult Education, Time Management, Employee Training, Workshop Facilitation, Web Design, Training Delivery
Education
Brigham Young University 1997 — 2003
Bachelor's received 2003
Clear Lake High School 1994 — 1997
High School Degree
Garrett Barthelmes's Merrill Lynch Experience 2015 - Present
Job Registered Client Associate, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2015 - Present
CenturyLink Business 2014 - 2014
Edward Jones 2012 - 2014
Vista Rehab 2011 - 2011
USAA 2010 - 2010
BYU-Idaho 2007 - 2010
Skills
Leadership, Customer Service, Marketing, Management, Decision Making, Team Building, Banking, Retirement Planning, Business Planning, Investment Strategies, Financial Performance..., Fixed Annuities, Long Term Care Insurance, Series 7, Negotiation, Attrition Reduction, Disability Insurance, Customer Retention, Life & Health Insurance..., Variable Annuities, Performance Auditing, Microsoft Office, Public Speaking, Sales, Microsoft Excel, Finance, Financial Analysis, Investments
Education
Brigham Young University - Idaho 2007 — 2010
Bachelor of Science (BS), Health Science
Merrill Lynch 2015 - Present
CenturyLink Business 2014 - 2014
Edward Jones 2012 - 2014
Vista Rehab 2011 - 2011
USAA 2010 - 2010
BYU-Idaho 2007 - 2010
Skills
Leadership, Customer Service, Marketing, Management, Decision Making, Team Building, Banking, Retirement Planning, Business Planning, Investment Strategies, Financial Performance..., Fixed Annuities, Long Term Care Insurance, Series 7, Negotiation, Attrition Reduction, Disability Insurance, Customer Retention, Life & Health Insurance..., Variable Annuities, Performance Auditing, Microsoft Office, Public Speaking, Sales, Microsoft Excel, Finance, Financial Analysis, Investments
Education
Brigham Young University - Idaho 2007 — 2010
Bachelor of Science (BS), Health Science
Ryan T. Aikens's Merrill Lynch Experience June 2012 - Present
Job Strategy Manager Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
KICK Foundation - 501(c)3 June 2010 - Present
Skills
Leadership, Entrepreneurship, Strategy, Fundraising, Management, Public Speaking, Retirement Planning, 401k, Spanish, Business Planning, Social Media
Education
Brigham Young University - Hawaii
Bachelor of Science (BS), International Business, summa cum laude
Pepperdine University School of Law
Doctor of Law (JD), cum laude
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Finance, 3.99 GPA (4.0 scale)
Ventura College
Associate of Arts (AA), magna cum laude
Merrill Lynch June 2012 - Present
KICK Foundation - 501(c)3 June 2010 - Present
Skills
Leadership, Entrepreneurship, Strategy, Fundraising, Management, Public Speaking, Retirement Planning, 401k, Spanish, Business Planning, Social Media
Education
Brigham Young University - Hawaii
Bachelor of Science (BS), International Business, summa cum laude
Pepperdine University School of Law
Doctor of Law (JD), cum laude
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Finance, 3.99 GPA (4.0 scale)
Ventura College
Associate of Arts (AA), magna cum laude
Clayton Nylander Clayton Nylander's Merrill Lynch Experience 2005 - 2005
Job COO, Lydian Dental
Industry Hospital & Health Care
Experience
Lydian Dental October 2014 - Present
Bain & Company September 2013 - October 2014
Harvard Business School August 2011 - May 2013
China Hydroelectric Corportion 2012 - 2012
Analysis Group July 2008 - July 2011
BYU Mechanical Engineering Dept. 2007 - 2008
United Technologies 2006 - 2006
Merrill Lynch 2005 - 2005
Skills
Economics, Financial Modeling, Data Analysis, Valuation, Quantitative Analytics, Strategy, Econometrics, Corporate Finance, Analytics, Statistics, Stata, Analysis, Business Strategy, Finance, Financial Analysis, Management Consulting, Qualitative Research, Private Equity
Education
Harvard Business School 2011 — 2013
MBA
Brigham Young University 2001 — 2008
BS, Mechanical Engineering
Sprague HS
Lydian Dental October 2014 - Present
Bain & Company September 2013 - October 2014
Harvard Business School August 2011 - May 2013
China Hydroelectric Corportion 2012 - 2012
Analysis Group July 2008 - July 2011
BYU Mechanical Engineering Dept. 2007 - 2008
United Technologies 2006 - 2006
Merrill Lynch 2005 - 2005
Skills
Economics, Financial Modeling, Data Analysis, Valuation, Quantitative Analytics, Strategy, Econometrics, Corporate Finance, Analytics, Statistics, Stata, Analysis, Business Strategy, Finance, Financial Analysis, Management Consulting, Qualitative Research, Private Equity
Education
Harvard Business School 2011 — 2013
MBA
Brigham Young University 2001 — 2008
BS, Mechanical Engineering
Sprague HS
Matthew Nield Matthew Nield's Merrill Lynch Experience April 2011 - August 2011
Job Financial Analysis, Sr. Analyst at Dell
Industry Information Technology and Services
Experience
Dell February 2012 - Present
Qazztek Security September 2011 - December 2011
Ensign Peak Advisors September 2011 - December 2011
Merrill Lynch April 2011 - August 2011
Skills
Financial Analysis, Valuation, Finance, Strategic Financial..., Corporate Finance, Financial Modeling
Education
Brigham Young University 2004 — 2011
BS, Finance
Dell February 2012 - Present
Qazztek Security September 2011 - December 2011
Ensign Peak Advisors September 2011 - December 2011
Merrill Lynch April 2011 - August 2011
Skills
Financial Analysis, Valuation, Finance, Strategic Financial..., Corporate Finance, Financial Modeling
Education
Brigham Young University 2004 — 2011
BS, Finance
Travis Eames Travis Eames's Merrill Lynch Experience October 2014 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
TWEmedical/ Johnson's Medical August 2012 - October 2014
Legacy Lending Group LLC. April 2011 - October 2012
Vivint 2006 - 2010
Education
Brigham Young University - Idaho 2006 — 2011
BS, Business Management
Merrill Lynch October 2014 - Present
TWEmedical/ Johnson's Medical August 2012 - October 2014
Legacy Lending Group LLC. April 2011 - October 2012
Vivint 2006 - 2010
Education
Brigham Young University - Idaho 2006 — 2011
BS, Business Management
Ford Poston's Merrill Lynch Experience March 2007 - April 2015
Job Account Vice President at UBS
Industry Financial Services
Experience
UBS April 2015 - Present
Merrill Lynch March 2007 - April 2015
KeyBank December 2005 - March 2007
Microsoft/VMC 2001 - 2005
Education
Brigham Young University 1997 — 2000
Bachelor of Science (B.S.)
UBS April 2015 - Present
Merrill Lynch March 2007 - April 2015
KeyBank December 2005 - March 2007
Microsoft/VMC 2001 - 2005
Education
Brigham Young University 1997 — 2000
Bachelor of Science (B.S.)
David Harkness David Harkness's Merrill Lynch Experience July 2014 - Present
Job Beesmark Investments
Industry Investment Management
Experience
Beesmark Investments 2013 - Present
Ashton Family Foundation June 2013 - Present
ASH Capital April 1999 - Present
Merrill Lynch July 2014 - Present
Thanksgiving Point Institute 2013 - Present
Bullfrog International, LC 1999 - Present
Express Locations 2007 - Present
Megaplex Theatres 2011 - Present
Bookcraft 1997 - 1999
WordPerfect Corp. & Novell 1991 - 1996
Skills
Business Strategy, Mergers, Start-ups, Entrepreneurship, Strategic Planning, Venture Capital, Business Development
Education
Brigham Young University 1983 — 1989
B.S., Finance & Bus. Mgt.
Beesmark Investments 2013 - Present
Ashton Family Foundation June 2013 - Present
ASH Capital April 1999 - Present
Merrill Lynch July 2014 - Present
Thanksgiving Point Institute 2013 - Present
Bullfrog International, LC 1999 - Present
Express Locations 2007 - Present
Megaplex Theatres 2011 - Present
Bookcraft 1997 - 1999
WordPerfect Corp. & Novell 1991 - 1996
Skills
Business Strategy, Mergers, Start-ups, Entrepreneurship, Strategic Planning, Venture Capital, Business Development
Education
Brigham Young University 1983 — 1989
B.S., Finance & Bus. Mgt.
Kenneth Weston Kenneth Weston's Merrill Lynch Experience April 2008 - July 2008
Job Project Controls Lead at ConocoPhillips
Industry Construction
Experience
ConocoPhillips June 2014 - Present
Udelhoven Oil Service Systems(UOSS) November 2012 - June 2014
BP November 2012 - June 2014
URS Corporation January 2009 - November 2012
Merrill Lynch April 2008 - July 2008
Epic Venture Fund December 2007 - May 2008
Edward Jones October 2007 - December 2007
BYU-Idaho June 2005 - September 2007
Air Liquide America July 2007 - August 2007
Fresh Air - Demolition May 2005 - November 2005
Skills
Construction Management, Microsoft Excel, Microsoft Office, Process Scheduler, Project Planning, Process Improvement, Construction, Analysis, Engineering, Project Management, Budgets, Proposal Writing, Project Engineering, Access, Contract Negotiation, Cost Control, CPM Scheduling, Project Estimation, Supervisory Skills, AutoCAD, Cost Engineering, Project Control, Earned Value Management, Primavera P6, Procurement, Contract Management, MS Project, Civil Engineering, Leadership, Cost Management, WBS, Subcontracting, Value Engineering, Change Orders, Microsoft Project, EPC
Education
Brigham Young University - Idaho 2001 — 2008
Bachelors of Science in Business Management with an Emphasis in Finance, Applied Mathematics; Manufacturing Engineering
ConocoPhillips June 2014 - Present
Udelhoven Oil Service Systems(UOSS) November 2012 - June 2014
BP November 2012 - June 2014
URS Corporation January 2009 - November 2012
Merrill Lynch April 2008 - July 2008
Epic Venture Fund December 2007 - May 2008
Edward Jones October 2007 - December 2007
BYU-Idaho June 2005 - September 2007
Air Liquide America July 2007 - August 2007
Fresh Air - Demolition May 2005 - November 2005
Skills
Construction Management, Microsoft Excel, Microsoft Office, Process Scheduler, Project Planning, Process Improvement, Construction, Analysis, Engineering, Project Management, Budgets, Proposal Writing, Project Engineering, Access, Contract Negotiation, Cost Control, CPM Scheduling, Project Estimation, Supervisory Skills, AutoCAD, Cost Engineering, Project Control, Earned Value Management, Primavera P6, Procurement, Contract Management, MS Project, Civil Engineering, Leadership, Cost Management, WBS, Subcontracting, Value Engineering, Change Orders, Microsoft Project, EPC
Education
Brigham Young University - Idaho 2001 — 2008
Bachelors of Science in Business Management with an Emphasis in Finance, Applied Mathematics; Manufacturing Engineering
Brian Congelliere Brian Congelliere's Merrill Lynch Experience May 2007 - August 2007
Job Associate
Industry Real Estate
Experience
Allen Matkins October 2013 - Present
Allen Matkins May 2012 - July 2012
United States District Court for the District of Utah May 2011 - August 2011
Brigham Young University 2011 - 2011
National Capital Advisors 2009 - 2009
Merrill Lynch May 2007 - August 2007
Skills
Real Estate, Westlaw, Social Media, Legal Writing, Courts, Legal Research, Lexis, Research
Education
Brigham Young University—J. Reuben Clark Law School 2010 — 2013
J.D., Law
Brigham Young University 2004 — 2008
B.S., Finance
Allen Matkins October 2013 - Present
Allen Matkins May 2012 - July 2012
United States District Court for the District of Utah May 2011 - August 2011
Brigham Young University 2011 - 2011
National Capital Advisors 2009 - 2009
Merrill Lynch May 2007 - August 2007
Skills
Real Estate, Westlaw, Social Media, Legal Writing, Courts, Legal Research, Lexis, Research
Education
Brigham Young University—J. Reuben Clark Law School 2010 — 2013
J.D., Law
Brigham Young University 2004 — 2008
B.S., Finance
Kenny Burns Kenny Burns's Merrill Lynch Experience April 2003 - February 2004
Job Director Acquisitions & Sales at Verus Healthcare
Industry Medical Devices
Experience
Verus Healthcare May 2014 - Present
Strike Medical LLC June 2013 - Present
Champion Medical Technologies July 2013 - July 2014
Watermark Medical, LLC October 2011 - July 2013
Watermark Medical, LLC January 2011 - November 2011
Watermark Medical, LLC January 2010 - June 2011
Athlon Sports February 2004 - January 2010
Merrill Lynch April 2003 - February 2004
University Storage March 2002 - April 2003
Skills
Sales Management, Cold Calling, Salesforce.com, Leadership, Medical Devices, Direct Sales, Management, New Business Development, CRM, Sales, Competitive Analysis, Recruiting, Entrepreneurship, National Accounts, Marketing Strategy, Sales Hiring, Healthcare, Sales Operations, Team Building, Training, Account Management, Sales Force Development, Selling Skills, Selling, Strategic Planning, Consulting, Coaching, Negotiation, Solution Selling, Sales Process, Sales Presentations, Advertising, Disposables, Sales Effectiveness, Team Leadership, Distributors, Business Management, Entrepreneurial Skills, Entrepreneurial Startups, Mergers & Acquisitions
Education
Brigham Young University 1997 — 2003
Bachelor's degree, Finance
Verus Healthcare May 2014 - Present
Strike Medical LLC June 2013 - Present
Champion Medical Technologies July 2013 - July 2014
Watermark Medical, LLC October 2011 - July 2013
Watermark Medical, LLC January 2011 - November 2011
Watermark Medical, LLC January 2010 - June 2011
Athlon Sports February 2004 - January 2010
Merrill Lynch April 2003 - February 2004
University Storage March 2002 - April 2003
Skills
Sales Management, Cold Calling, Salesforce.com, Leadership, Medical Devices, Direct Sales, Management, New Business Development, CRM, Sales, Competitive Analysis, Recruiting, Entrepreneurship, National Accounts, Marketing Strategy, Sales Hiring, Healthcare, Sales Operations, Team Building, Training, Account Management, Sales Force Development, Selling Skills, Selling, Strategic Planning, Consulting, Coaching, Negotiation, Solution Selling, Sales Process, Sales Presentations, Advertising, Disposables, Sales Effectiveness, Team Leadership, Distributors, Business Management, Entrepreneurial Skills, Entrepreneurial Startups, Mergers & Acquisitions
Education
Brigham Young University 1997 — 2003
Bachelor's degree, Finance
Ben Crouch's Merrill Lynch Experience May 1985 - April 1992
Job General Manager at ABC (Arlen B. Crouch) Enterprises, Inc.
Industry Management Consulting
Experience
ABC (Arlen B. Crouch) Enterprises, Inc. July 2014 - Present
Bosselman, Inc. January 2011 - July 2014
MacCall Management/BestRest Inn August 2007 - January 2011
MacCall Management/Crystal Inn May 2003 - August 2007
Arben Enterprises, Inc. November 1993 - November 2004
Bush-Quayle '92 National Campaign April 1992 - November 1992
Merrill Lynch May 1985 - April 1992
Ronald Reagan Presidential Library Foundation May 1991 - December 1991
The Church of Jesus Christ of Latter-day Saints January 1983 - July 1984
Skills
Hospitality, Customer Service, Hospitality Management, Sales Management, Team Building, Management, Hotels, Budgets, Sales, Marketing Strategy, Marketing, Strategic Planning, Food, New Business Development, Business Development, Microsoft Excel, Microsoft Office, Business Strategy, Leadership, Project Management, Employee Training, Payroll, Billing Systems, Recruiting, Problem Solving, Public Speaking, Public Relations, Foreign Languages, Fundraising, Client Confidentiality, Remodeling
Education
Brigham Young University
Majors: Communcations (Public Relations); Spanish, Minors: Business Management; English
ABC (Arlen B. Crouch) Enterprises, Inc. July 2014 - Present
Bosselman, Inc. January 2011 - July 2014
MacCall Management/BestRest Inn August 2007 - January 2011
MacCall Management/Crystal Inn May 2003 - August 2007
Arben Enterprises, Inc. November 1993 - November 2004
Bush-Quayle '92 National Campaign April 1992 - November 1992
Merrill Lynch May 1985 - April 1992
Ronald Reagan Presidential Library Foundation May 1991 - December 1991
The Church of Jesus Christ of Latter-day Saints January 1983 - July 1984
Skills
Hospitality, Customer Service, Hospitality Management, Sales Management, Team Building, Management, Hotels, Budgets, Sales, Marketing Strategy, Marketing, Strategic Planning, Food, New Business Development, Business Development, Microsoft Excel, Microsoft Office, Business Strategy, Leadership, Project Management, Employee Training, Payroll, Billing Systems, Recruiting, Problem Solving, Public Speaking, Public Relations, Foreign Languages, Fundraising, Client Confidentiality, Remodeling
Education
Brigham Young University
Majors: Communcations (Public Relations); Spanish, Minors: Business Management; English
Blake Drennan Blake Drennan's Merrill Lynch Experience September 2014 - December 2014
Job Analyst Intern at Logan Growth Advisors and Enterprise Business Development at Qualtrics
Industry Financial Services
Experience
Logan Growth Advisors August 2015 - Present
Qualtrics May 2015 - Present
Horizon View Capital January 2015 - June 2015
Merrill Lynch September 2014 - December 2014
True Defense Pest Control June 2014 - August 2014
Smog 'N Go January 2014 - April 2014
LifeStorage March 2013 - August 2013
Skills
Microsoft Office, Leadership, Microsoft Excel, Public Speaking, PowerPoint, Research, Microsoft Word, Data Analysis, Finance, Financial Analysis, Analysis, Market Research, Marketing, Management, Customer Service
Education
Brigham Young University - Marriott School of Management 2010 — 2016
Bachelor of Science (B.S.), Finance, General
Logan Growth Advisors August 2015 - Present
Qualtrics May 2015 - Present
Horizon View Capital January 2015 - June 2015
Merrill Lynch September 2014 - December 2014
True Defense Pest Control June 2014 - August 2014
Smog 'N Go January 2014 - April 2014
LifeStorage March 2013 - August 2013
Skills
Microsoft Office, Leadership, Microsoft Excel, Public Speaking, PowerPoint, Research, Microsoft Word, Data Analysis, Finance, Financial Analysis, Analysis, Market Research, Marketing, Management, Customer Service
Education
Brigham Young University - Marriott School of Management 2010 — 2016
Bachelor of Science (B.S.), Finance, General
Richard Putnam's Merrill Lynch Experience 1987 - 1990
Job VP Investor Relations at Energy Solutions
Industry Environmental Services
Experience
EnergySolutions August 2011 - June 2014
University of Phoenix 1992 - April 2014
Novell May 2009 - July 2011
Raser Technologies (now Cyrq Energy) 2007 - 2009
FranklinCovey 1992 - 2007
Merrill Lynch 1987 - 1990
Skills
Financial Analysis, Financial Modeling, Leadership, Treasury Services, Investor Relations, Strategic Planning, Business Strategy, Financial Reporting, Mergers & Acquisitions, Mergers, Analysis, Budgets, Management, Portfolio Management, Start-ups, Forecasting, Investments, Executive Management, Accounting, Finance, Banking, Marketing, Training, Negotiation, Financial Services, Management Consulting, Due Diligence, Business Planning, Risk Management, Entrepreneurship, Managerial Finance, Business Development, SEC filings, Process Improvement, Committed to..., Securities
Education
Brigham Young University 1978 — 1986
MBA, Finance
Ontario High School
EnergySolutions August 2011 - June 2014
University of Phoenix 1992 - April 2014
Novell May 2009 - July 2011
Raser Technologies (now Cyrq Energy) 2007 - 2009
FranklinCovey 1992 - 2007
Merrill Lynch 1987 - 1990
Skills
Financial Analysis, Financial Modeling, Leadership, Treasury Services, Investor Relations, Strategic Planning, Business Strategy, Financial Reporting, Mergers & Acquisitions, Mergers, Analysis, Budgets, Management, Portfolio Management, Start-ups, Forecasting, Investments, Executive Management, Accounting, Finance, Banking, Marketing, Training, Negotiation, Financial Services, Management Consulting, Due Diligence, Business Planning, Risk Management, Entrepreneurship, Managerial Finance, Business Development, SEC filings, Process Improvement, Committed to..., Securities
Education
Brigham Young University 1978 — 1986
MBA, Finance
Ontario High School
Charlie Randall Charlie Randall's Merrill Lynch Experience January 1989 - December 1991
Job Luxury Realtor
Industry Real Estate
Experience
TreeHouse Realty August 2014 - Present
Russ Lyon Sotheby's International Realty January 2007 - August 2014
Realty Executives January 2000 - December 2006
Prudential Real Estate January 1992 - December 1999
Merrill Lynch January 1989 - December 1991
Skills
Selling Luxury Homes, Product Marketing, Purchasing Real Estate, Vacation Homes, ABR, Rentals, e-PRO, Property Management, Move Up Buyers, Home Staging, Property, Townhomes, Relocation Buyers, Seniors, HUD, Income Properties, Real Estate Development, Leases, Brokerage, Team Building, 1031 Exchanges, Investments, Strategic Planning, Luxury, Selling, Commercial Real Estate, FHA, Home Inspections, Real Property, Sales
Education
BYU
Bachelors Degree, Business
TreeHouse Realty August 2014 - Present
Russ Lyon Sotheby's International Realty January 2007 - August 2014
Realty Executives January 2000 - December 2006
Prudential Real Estate January 1992 - December 1999
Merrill Lynch January 1989 - December 1991
Skills
Selling Luxury Homes, Product Marketing, Purchasing Real Estate, Vacation Homes, ABR, Rentals, e-PRO, Property Management, Move Up Buyers, Home Staging, Property, Townhomes, Relocation Buyers, Seniors, HUD, Income Properties, Real Estate Development, Leases, Brokerage, Team Building, 1031 Exchanges, Investments, Strategic Planning, Luxury, Selling, Commercial Real Estate, FHA, Home Inspections, Real Property, Sales
Education
BYU
Bachelors Degree, Business
David Forsyth David Forsyth's Merrill Lynch Experience January 2011 - April 2013
Job FLP Senior Financial Analyst at AT&T
Industry Telecommunications
Experience
AT&T July 2015 - Present
AT&T May 2014 - August 2014
Merrill Lynch January 2011 - April 2013
Rapid Penetration of Markets, LLC October 2010 - December 2010
Brigham Young University July 2009 - December 2010
National Defense University April 2010 - August 2010
The Church of Jesus Christ of Latter-Day Saints August 2005 - August 2007
Skills
Spanish, Microsoft Office, Leadership, Data Analysis, Project Planning, Customer Service, Finance, Research, Networking, Financial Analysis, Series 7
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Managerial Finance
Brigham Young University 2004 — 2010
BA, Major: International Relations, Minor: Business Management
AT&T July 2015 - Present
AT&T May 2014 - August 2014
Merrill Lynch January 2011 - April 2013
Rapid Penetration of Markets, LLC October 2010 - December 2010
Brigham Young University July 2009 - December 2010
National Defense University April 2010 - August 2010
The Church of Jesus Christ of Latter-Day Saints August 2005 - August 2007
Skills
Spanish, Microsoft Office, Leadership, Data Analysis, Project Planning, Customer Service, Finance, Research, Networking, Financial Analysis, Series 7
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Managerial Finance
Brigham Young University 2004 — 2010
BA, Major: International Relations, Minor: Business Management
Brian Sonico, CPA Brian Sonico, CPA's Merrill Lynch Experience August 2003 - November 2003
Job Audit Senior Manager at Deloitte
Industry Accounting
Experience
Deloitte September 2007 - Present
Carroll & Co. December 2004 - April 2007
Deloitte June 2006 - August 2006
Merrill Lynch August 2003 - November 2003
Skills
US GAAP, Internal Controls, Financial Statements, Financial Reporting, Financial Audits, Financial Accounting, Auditing
Education
Brigham Young University 2005 — 2007
MAcc, Accounting
Brigham Young University 2002 — 2006
BS, Accounting
Deloitte September 2007 - Present
Carroll & Co. December 2004 - April 2007
Deloitte June 2006 - August 2006
Merrill Lynch August 2003 - November 2003
Skills
US GAAP, Internal Controls, Financial Statements, Financial Reporting, Financial Audits, Financial Accounting, Auditing
Education
Brigham Young University 2005 — 2007
MAcc, Accounting
Brigham Young University 2002 — 2006
BS, Accounting
Elwin Kunzler Elwin Kunzler's Merrill Lynch Experience April 2010 - September 2010
Job NO LONGER AVAILABLE +> Experienced IBM i Developer/Programmer Analyst in Jacksonville, Florida
Industry Information Technology and Services
Experience
Volunteer April 2009 - Present
Herbalife June 2002 - Present
Trailer Bridge, Inc Contract via Modis June 2014 - October 2014
Body Central Corp. June 2011 - March 2014
Merrill Lynch April 2010 - September 2010
Houghton Mifflin Harcourt Publishing Company October 1999 - April 2009
Wyatt Phone Systems / St Louis. MO January 2001 - July 2001
HTE, Inc. August 1998 - August 1999
Pilgrim's Pride August 1997 - August 1998
United Grain Corporation January 1997 - July 1997
Skills
RPG, Business Intelligence, SQL, Access, Analysis, IBM iSeries, IBM AS/400, Training, Integration, ERP, Quality Assurance, Payroll, COBOL, Manufacturing, Healthcare, Forestry, RPG ILE, CL ILE, Interactive and Batch..., SQL Server, Micros POS interfacing, Change Control..., Accounts Payable /..., Data Warehousing, DOS commands, PowerShell, DBU, Hawkeye, HTML Scripting, JavaScript, Microsoft Office, SDLC, Leadership
Education
Brigham Young University - Idaho 1974 — 1978
Associate of Arts and Sciences, Information Technology
Weber State University 1971 — 1972
Data Processing
Box Elder High 1967 — 1971
High School Diploma, General Education
Volunteer April 2009 - Present
Herbalife June 2002 - Present
Trailer Bridge, Inc Contract via Modis June 2014 - October 2014
Body Central Corp. June 2011 - March 2014
Merrill Lynch April 2010 - September 2010
Houghton Mifflin Harcourt Publishing Company October 1999 - April 2009
Wyatt Phone Systems / St Louis. MO January 2001 - July 2001
HTE, Inc. August 1998 - August 1999
Pilgrim's Pride August 1997 - August 1998
United Grain Corporation January 1997 - July 1997
Skills
RPG, Business Intelligence, SQL, Access, Analysis, IBM iSeries, IBM AS/400, Training, Integration, ERP, Quality Assurance, Payroll, COBOL, Manufacturing, Healthcare, Forestry, RPG ILE, CL ILE, Interactive and Batch..., SQL Server, Micros POS interfacing, Change Control..., Accounts Payable /..., Data Warehousing, DOS commands, PowerShell, DBU, Hawkeye, HTML Scripting, JavaScript, Microsoft Office, SDLC, Leadership
Education
Brigham Young University - Idaho 1974 — 1978
Associate of Arts and Sciences, Information Technology
Weber State University 1971 — 1972
Data Processing
Box Elder High 1967 — 1971
High School Diploma, General Education
Jeremiah Lim, MBA Jeremiah Lim, MBA's Merrill Lynch Experience June 2010 - August 2010
Job Reporting Analyst at AdvancedMD
Industry Computer Software
Experience
AdvancedMD June 2015 - Present
Zions Bank October 2013 - January 2015
Zions Bank March 2012 - October 2013
Thunderbird School of Global Management January 2011 - April 2011
Merrill Lynch June 2010 - August 2010
Robert Half International January 2008 - April 2009
Maersk Line April 2007 - December 2007
The Church of Jesus Christ of Latter-day Saints - Human Resources March 2002 - March 2004
Singapore Armed Forces September 1999 - January 2002
Skills
Interviewing, Headhunting, Microsoft Office, Customer Service, Client Relationship..., Client Relationship..., Revenue Generation, Recruiting, Finance, Financial Analysis, Accounting, Risk Management, Financial Statement..., Credit, Relationship Management, Credit Analysis, Loans, Credit Risk, Financial Risk, Commercial Lending, Financial Services, Analysis, Banking, Business Strategy, CRM, Financial Reporting, HR Consulting, Human Resources, Interviews, Leadership, Management, Market Research, Marketing, Mergers, Negotiation, New Business Development, Portfolio Management, Process Improvement, Program Management, Public Speaking, Strategic Planning, Team Building, Time Management, Training, Valuation
Education
Thunderbird School of Global Management 2009 — 2011
MBA, Finance (GPA 3.7)
Brigham Young University - Hawaii 2004 — 2006
BSc., International Business Management (GPA 3.9, Graduated Summa Cum Laude)
Nanyang Polytechnic 1996 — 1999
Diploma, Human Resource Management
AdvancedMD June 2015 - Present
Zions Bank October 2013 - January 2015
Zions Bank March 2012 - October 2013
Thunderbird School of Global Management January 2011 - April 2011
Merrill Lynch June 2010 - August 2010
Robert Half International January 2008 - April 2009
Maersk Line April 2007 - December 2007
The Church of Jesus Christ of Latter-day Saints - Human Resources March 2002 - March 2004
Singapore Armed Forces September 1999 - January 2002
Skills
Interviewing, Headhunting, Microsoft Office, Customer Service, Client Relationship..., Client Relationship..., Revenue Generation, Recruiting, Finance, Financial Analysis, Accounting, Risk Management, Financial Statement..., Credit, Relationship Management, Credit Analysis, Loans, Credit Risk, Financial Risk, Commercial Lending, Financial Services, Analysis, Banking, Business Strategy, CRM, Financial Reporting, HR Consulting, Human Resources, Interviews, Leadership, Management, Market Research, Marketing, Mergers, Negotiation, New Business Development, Portfolio Management, Process Improvement, Program Management, Public Speaking, Strategic Planning, Team Building, Time Management, Training, Valuation
Education
Thunderbird School of Global Management 2009 — 2011
MBA, Finance (GPA 3.7)
Brigham Young University - Hawaii 2004 — 2006
BSc., International Business Management (GPA 3.9, Graduated Summa Cum Laude)
Nanyang Polytechnic 1996 — 1999
Diploma, Human Resource Management
Benjamin Pixton Benjamin Pixton's Merrill Lynch Experience September 2009 - December 2009
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2011 - Present
Economics Lab BYU-I January 2010 - December 2010
Tutoring Center BYU-I January 2010 - December 2010
BYU-Idaho January 2005 - December 2010
Merrill Lynch September 2009 - December 2009
Best Buy July 2009 - December 2009
BYU-Idaho January 2009 - July 2009
Brigham Young University January 2009 - July 2009
Law Office of Dennis W. King July 2008 - January 2009
The Church of Jesus Christ of Latter-day Saints September 2005 - November 2007
Skills
Economics, Excel, Research, Microsoft Office, Teaching, Spreadsheets, Stata, Econometrics, Tutoring, Spanish, Statistics, PowerPoint, Word, Financial Analysis, Microsoft Excel, Microsoft Word, Outlook, Public Relations, Bloomberg Terminal, Accounting, Time Management, Finance, Leadership, Management, Financial Modeling, Analysis
Education
Brigham Young University - Idaho 2005 — 2010
Bachelors of Science, Economics
Goldman Sachs July 2011 - Present
Economics Lab BYU-I January 2010 - December 2010
Tutoring Center BYU-I January 2010 - December 2010
BYU-Idaho January 2005 - December 2010
Merrill Lynch September 2009 - December 2009
Best Buy July 2009 - December 2009
BYU-Idaho January 2009 - July 2009
Brigham Young University January 2009 - July 2009
Law Office of Dennis W. King July 2008 - January 2009
The Church of Jesus Christ of Latter-day Saints September 2005 - November 2007
Skills
Economics, Excel, Research, Microsoft Office, Teaching, Spreadsheets, Stata, Econometrics, Tutoring, Spanish, Statistics, PowerPoint, Word, Financial Analysis, Microsoft Excel, Microsoft Word, Outlook, Public Relations, Bloomberg Terminal, Accounting, Time Management, Finance, Leadership, Management, Financial Modeling, Analysis
Education
Brigham Young University - Idaho 2005 — 2010
Bachelors of Science, Economics
Benjamin Steed's Merrill Lynch Experience May 2011 - Present
Job Financial Analyst at Merrill Lynch PBIG
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
Merrill Lynch January 2011 - April 2011
Global Financial Advisors August 2010 - April 2011
McIntosh Communications February 2007 - November 2007
APX Alarm Security Solutions Inc. May 2005 - August 2006
Education
Brigham Young University 2007 — 2011
Bachelor of Science, Business Management, Concentration in Finance
Merrill Lynch May 2011 - Present
Merrill Lynch January 2011 - April 2011
Global Financial Advisors August 2010 - April 2011
McIntosh Communications February 2007 - November 2007
APX Alarm Security Solutions Inc. May 2005 - August 2006
Education
Brigham Young University 2007 — 2011
Bachelor of Science, Business Management, Concentration in Finance
Cornerstone Wealth Management Cornerstone Wealth Management's Merrill Lynch Experience 2004 - 2008
Job Financial Planner at Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Managment Financial PlannerCornerstone Wealth ManagementJanuary 2007 - Present
Merrill Lynch 2004 - 2008
Skills
Wealth Management, Retirement
Education
Brigham Young University
Finance
Cornerstone Wealth Managment Financial PlannerCornerstone Wealth ManagementJanuary 2007 - Present
Merrill Lynch 2004 - 2008
Skills
Wealth Management, Retirement
Education
Brigham Young University
Finance
Justin Johnson, CFA Justin Johnson, CFA's Merrill Lynch Experience March 1997 - March 1998
Job Managing Director at Valuation Research Corporation (VRC)
Industry Financial Services
Experience
Valuation Research Corporation (VRC) 2003 - Present
Arthur Andersen 1998 - 2002
Merrill Lynch March 1997 - March 1998
PricewaterhouseCoopers January 1995 - March 1997
Skills
Valuation, Fairness Opinions, Solvency Opinions, Captial Surplus Opinions, 409A/ASC 718 Valuations, Cheap Stock Valuations, Portfolio Valuations, PPA Valuations, Goodwill Impairment, Finance, Share Repurchase..., Private Equity, Leveraged Dividend..., Complex Securities, Investments, Financial Analysis, Financial Modeling, Due Diligence, Corporate Finance, Mergers & Acquisitions, Venture Capital, Management, Start-ups
Education
Brigham Young University 1991 — 1994
BS, Accounting
University of California, Berkeley 1988 — 1989
Political Economy
Valuation Research Corporation (VRC) 2003 - Present
Arthur Andersen 1998 - 2002
Merrill Lynch March 1997 - March 1998
PricewaterhouseCoopers January 1995 - March 1997
Skills
Valuation, Fairness Opinions, Solvency Opinions, Captial Surplus Opinions, 409A/ASC 718 Valuations, Cheap Stock Valuations, Portfolio Valuations, PPA Valuations, Goodwill Impairment, Finance, Share Repurchase..., Private Equity, Leveraged Dividend..., Complex Securities, Investments, Financial Analysis, Financial Modeling, Due Diligence, Corporate Finance, Mergers & Acquisitions, Venture Capital, Management, Start-ups
Education
Brigham Young University 1991 — 1994
BS, Accounting
University of California, Berkeley 1988 — 1989
Political Economy
Camas Hunter Camas Hunter's Merrill Lynch Experience September 2003 - December 2003
Job Vice President, Corporate Access
Industry Investment Management
Experience
HSBC Securities January 2014 - Present
LPQ 2013 - 2013
Victory Capital Management 2008 - 2011
Deutsche Asset Management September 2005 - August 2008
Deutsche Asset Management June 2005 - August 2005
Merrill Lynch September 2003 - December 2003
Skills
Asset Managment, Bloomberg, Investment Management, Hedge Funds, Equities, Investments, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Equity Research, Finance, Equity Valuation, Investment Strategies, Mutual Funds, Asset Allocation, Asset Management
Education
Brigham Young University 2001 — 2005
B.S., Business Management, Finance
HSBC Securities January 2014 - Present
LPQ 2013 - 2013
Victory Capital Management 2008 - 2011
Deutsche Asset Management September 2005 - August 2008
Deutsche Asset Management June 2005 - August 2005
Merrill Lynch September 2003 - December 2003
Skills
Asset Managment, Bloomberg, Investment Management, Hedge Funds, Equities, Investments, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Equity Research, Finance, Equity Valuation, Investment Strategies, Mutual Funds, Asset Allocation, Asset Management
Education
Brigham Young University 2001 — 2005
B.S., Business Management, Finance
Ben Nielson Ben Nielson's Merrill Lynch Experience March 1998 - January 2000
Job Sr Investment Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management June 2004 - Present
Capital Group January 2000 - August 2003
Merrill Lynch March 1998 - January 2000
Skills
Hedge Funds, Asset Management, Financial Modeling, Equities, Valuation, Equity Research, Capital Markets, Alternative Investments, Fixed Income, Financial Analysis, Portfolio Management, Long/Short Equity, Bloomberg, Asset Managment, Investments, Finance
Education
The University of Chicago
MBA, Finance
Brigham Young University
BA, Economics
UBS Global Asset Management June 2004 - Present
Capital Group January 2000 - August 2003
Merrill Lynch March 1998 - January 2000
Skills
Hedge Funds, Asset Management, Financial Modeling, Equities, Valuation, Equity Research, Capital Markets, Alternative Investments, Fixed Income, Financial Analysis, Portfolio Management, Long/Short Equity, Bloomberg, Asset Managment, Investments, Finance
Education
The University of Chicago
MBA, Finance
Brigham Young University
BA, Economics
Joseph Bowden's Merrill Lynch Experience January 2015 - Present
Job Vice President Financial Advisor Wealth Management at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch June 2009 - January 2015
Citi Smith Barney April 2007 - June 2009
Davis School District March 2003 - March 2007
Education
Florida International University 2010 — 2011
MBA, Business
Weber State University 2000 — 2006
Bachelor of Science (B.S.), English
Brigham Young University 2004 — 2004
BA, English
Merrill Lynch January 2015 - Present
Merrill Lynch June 2009 - January 2015
Citi Smith Barney April 2007 - June 2009
Davis School District March 2003 - March 2007
Education
Florida International University 2010 — 2011
MBA, Business
Weber State University 2000 — 2006
Bachelor of Science (B.S.), English
Brigham Young University 2004 — 2004
BA, English
Benjamin Swallow Benjamin Swallow's Merrill Lynch Experience April 2010 - Present
Job Merrill Lynch Banking Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2010 - Present
Merrill Lynch November 2007 - April 2010
Merrill Lynch Bank USA November 2005 - November 2007
Merrill Lynch Bank USA August 2003 - November 2005
Merrill Lynch June 2001 - August 2003
Merrill Lynch June 1999 - June 2000
Skills
Customer Satisfaction, Client Relations, Presentation Skills, Organizational..., Wealth Management..., Corporate Communications, Securities Lending, Client Education, Finance, Financial Planning, Wealth Management, Banking, Portfolio Management, Loans, Securities, Retirement Planning, Series 7, Asset Allocation, Management
Education
Brigham Young University 1993 — 1999
Bachelor of Arts (B.A.), History
Merrill Lynch April 2010 - Present
Merrill Lynch November 2007 - April 2010
Merrill Lynch Bank USA November 2005 - November 2007
Merrill Lynch Bank USA August 2003 - November 2005
Merrill Lynch June 2001 - August 2003
Merrill Lynch June 1999 - June 2000
Skills
Customer Satisfaction, Client Relations, Presentation Skills, Organizational..., Wealth Management..., Corporate Communications, Securities Lending, Client Education, Finance, Financial Planning, Wealth Management, Banking, Portfolio Management, Loans, Securities, Retirement Planning, Series 7, Asset Allocation, Management
Education
Brigham Young University 1993 — 1999
Bachelor of Arts (B.A.), History
Jason Beaird, CFA Jason Beaird, CFA's Merrill Lynch Experience February 2002 - February 2005
Job Portfolio Manager and Investment Advisor
Industry Financial Services
Experience
Kings Point Capital Management August 2014 - Present
Steel Vine Investments, LLC January 2013 - April 2013
Constellation Associates, a division of BTIG LLC October 2011 - December 2012
Jetstream Capital March 2005 - October 2011
Merrill Lynch February 2002 - February 2005
Goldman Sachs August 1999 - February 2002
Skills
Private Equity, Mutual Funds, Alternative Investments, Financial Modeling, Asset Allocation, Investment Management, Fixed Income, Investments, Venture Capital, Hedge Funds, Investment Advisory, Wealth Management..., Fund Of Funds, Equities, Portfolio Management, Asset Managment, Valuation, Investment Strategies, Derivatives, Capital Markets, Equity Research, Investment Banking, Bloomberg, Due Diligence, Corporate Finance, Securities
Education
Vanderbilt University - Owen Graduate School of Management 1997 — 1999
MBA, Finance, General
Brigham Young University 1987 — 1994
Bachelor of Science (B.S.), Management Information Systems, General
Kings Point Capital Management August 2014 - Present
Steel Vine Investments, LLC January 2013 - April 2013
Constellation Associates, a division of BTIG LLC October 2011 - December 2012
Jetstream Capital March 2005 - October 2011
Merrill Lynch February 2002 - February 2005
Goldman Sachs August 1999 - February 2002
Skills
Private Equity, Mutual Funds, Alternative Investments, Financial Modeling, Asset Allocation, Investment Management, Fixed Income, Investments, Venture Capital, Hedge Funds, Investment Advisory, Wealth Management..., Fund Of Funds, Equities, Portfolio Management, Asset Managment, Valuation, Investment Strategies, Derivatives, Capital Markets, Equity Research, Investment Banking, Bloomberg, Due Diligence, Corporate Finance, Securities
Education
Vanderbilt University - Owen Graduate School of Management 1997 — 1999
MBA, Finance, General
Brigham Young University 1987 — 1994
Bachelor of Science (B.S.), Management Information Systems, General
Ken Jenson Ken Jenson's Merrill Lynch Experience April 1985 - August 1990
Job Owner CEO at Amada Senior Care Of Colorado
Industry Hospital & Health Care
Experience
Amada Senior Care Of Colorado July 2012 - Present
Merrill Lynch April 1985 - August 1990
Skills
Healthcare, Customer Service, Home Care, Management, Microsoft Excel, Microsoft Office, Public Speaking, Strategic Planning, Team Building, Training, Sales Management, Healthcare Management, Sales, Leadership Development, Marketing, Event Planning, Leadership
Education
Brigham Young University 1980 — 1984
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.7
Amada Senior Care Of Colorado July 2012 - Present
Merrill Lynch April 1985 - August 1990
Skills
Healthcare, Customer Service, Home Care, Management, Microsoft Excel, Microsoft Office, Public Speaking, Strategic Planning, Team Building, Training, Sales Management, Healthcare Management, Sales, Leadership Development, Marketing, Event Planning, Leadership
Education
Brigham Young University 1980 — 1984
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.7
Jim Ellsworth's Merrill Lynch Experience 1997 - 1997
Job
Industry Real Estate
Experience
AIG Global Real Estate March 2007 - Present
Trust Company of the West 1998 - 2007
Merrill Lynch 1997 - 1997
Price Waterhouse 1993 - 1996
Education
Harvard Business School 1996 — 1998
MBA
Brigham Young University 1986 — 1992
Master
AIG Global Real Estate March 2007 - Present
Trust Company of the West 1998 - 2007
Merrill Lynch 1997 - 1997
Price Waterhouse 1993 - 1996
Education
Harvard Business School 1996 — 1998
MBA
Brigham Young University 1986 — 1992
Master
Jason A. Miller's Merrill Lynch Experience August 1999 - August 2003
Job Finance, Risk, and Investment Professional
Industry Banking
Experience
Zions Bancorp March 2015 - Present
AD Tec September 2012 - Present
Beneficial Financial Group May 2008 - August 2012
Brigham Young University August 2006 - May 2008
DMBA May 2007 - September 2007
DMP Construction September 2003 - July 2006
Merrill Lynch August 1999 - August 2003
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Management, Analysis, Strategy, Valuation, Asset Allocation, Asset Management, Entrepreneurship, Credit Analysis, Portfolio Management, Finance, Leadership
Education
Brigham Young University 2006 — 2008
Master's Degree, Finance and Strategy
University of California, Riverside 1995 — 1997
BS, Biology
Zions Bancorp March 2015 - Present
AD Tec September 2012 - Present
Beneficial Financial Group May 2008 - August 2012
Brigham Young University August 2006 - May 2008
DMBA May 2007 - September 2007
DMP Construction September 2003 - July 2006
Merrill Lynch August 1999 - August 2003
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Management, Analysis, Strategy, Valuation, Asset Allocation, Asset Management, Entrepreneurship, Credit Analysis, Portfolio Management, Finance, Leadership
Education
Brigham Young University 2006 — 2008
Master's Degree, Finance and Strategy
University of California, Riverside 1995 — 1997
BS, Biology
Reggie Woods's Merrill Lynch Experience August 2011 - October 2013
Job Director Wealth Management and Investments
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2013 - Present
The Fitting Studio January 2010 - December 2013
Merrill Lynch August 2011 - October 2013
Merrill Lynch Global Wealth Management June 2007 - July 2011
Merrill Lynch May 2006 - June 2007
Wells Fargo Bank June 2003 - June 2005
TSN Labs, Inc February 2002 - June 2004
Skills
Investments, Portfolio Management, Investment Banking, Strategy, Finance, Asset Allocation, Management, Marketing, Financial Modeling, Financial Analysis, Sales Management, Sales, Valuation, Series 7, Due Diligence, Strategic Financial..., Wealth Management, Executive Management, Alternative Investments, Asset Management, Business Strategy, Corporate Finance, Entrepreneurship, Management Consulting, Mergers, Private Equity, Start-ups, Training, Venture Capital
Education
Brigham Young University 2003 — 2007
BS, Economics
Bank of America Merrill Lynch October 2013 - Present
The Fitting Studio January 2010 - December 2013
Merrill Lynch August 2011 - October 2013
Merrill Lynch Global Wealth Management June 2007 - July 2011
Merrill Lynch May 2006 - June 2007
Wells Fargo Bank June 2003 - June 2005
TSN Labs, Inc February 2002 - June 2004
Skills
Investments, Portfolio Management, Investment Banking, Strategy, Finance, Asset Allocation, Management, Marketing, Financial Modeling, Financial Analysis, Sales Management, Sales, Valuation, Series 7, Due Diligence, Strategic Financial..., Wealth Management, Executive Management, Alternative Investments, Asset Management, Business Strategy, Corporate Finance, Entrepreneurship, Management Consulting, Mergers, Private Equity, Start-ups, Training, Venture Capital
Education
Brigham Young University 2003 — 2007
BS, Economics
Jared Birchall's Merrill Lynch Experience 2000 - February 2010
Job Morgan Stanley Private Wealth Management First Vice President
Industry Investment Management
Experience
Morgan Stanley February 2010 - Present
Merrill Lynch 2000 - February 2010
Goldman Sachs 1999 - 2000
Education
Brigham Young University 1992 — 1999
BA
Morgan Stanley February 2010 - Present
Merrill Lynch 2000 - February 2010
Goldman Sachs 1999 - 2000
Education
Brigham Young University 1992 — 1999
BA
Jeff Roundy's Merrill Lynch Experience December 1994 - Present
Job Senior Vice President Wealth Management Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 1994 - Present
Ernst & Young January 1993 - December 1994
Education
Brigham Young University
BA, Accounting
Merrill Lynch December 1994 - Present
Ernst & Young January 1993 - December 1994
Education
Brigham Young University
BA, Accounting
Hans Miller's Merrill Lynch Experience September 1997 - February 1999
Job HealthcareLife Sciences division at Dell Inc
Industry Information Technology and Services
Experience
DELL June 2007 - Present
Charles Schwab / Institutional February 1999 - May 2007
Merrill Lynch September 1997 - February 1999
Education
BYU 1993 — 1997
B.A., Literature
DELL June 2007 - Present
Charles Schwab / Institutional February 1999 - May 2007
Merrill Lynch September 1997 - February 1999
Education
BYU 1993 — 1997
B.A., Literature
Tony Ellsworth's Merrill Lynch Experience 1988 - 1991
Job Founder of Ellsworth Handcrafted Bicycles
Industry Sporting Goods
Experience
Ellsworth Handcrafted Bikes July 2014 - Present
Ellsworth Handcrafted Bicycles, Inc 1991 - February 2014
Merrill Lynch 1988 - 1991
Mercer Global Advisors (formerly The Rick Mercer Company) 1986 - 1988
Skills
Product Development, Marketing Strategy, Entrepreneurship, Start-ups, Strategic Planning, New Business Development, Brand Development, Business Strategy, Marketing, Product Design, Advertising, Product Management, Trade Shows, Public Speaking, Product Marketing, Marketing Communications, Contract Negotiation, Business Development, Account Management, Cross-functional Team...
Education
Brigham Young University 1981 — 1986
International Relations and National Security Studies
University of Oregon 1981 — 1982
Political Science
Ellsworth Handcrafted Bikes July 2014 - Present
Ellsworth Handcrafted Bicycles, Inc 1991 - February 2014
Merrill Lynch 1988 - 1991
Mercer Global Advisors (formerly The Rick Mercer Company) 1986 - 1988
Skills
Product Development, Marketing Strategy, Entrepreneurship, Start-ups, Strategic Planning, New Business Development, Brand Development, Business Strategy, Marketing, Product Design, Advertising, Product Management, Trade Shows, Public Speaking, Product Marketing, Marketing Communications, Contract Negotiation, Business Development, Account Management, Cross-functional Team...
Education
Brigham Young University 1981 — 1986
International Relations and National Security Studies
University of Oregon 1981 — 1982
Political Science
Rebecca Foulger's Merrill Lynch Experience September 1998 - February 2004
Job Director, Business Development Answers for HR
Industry Human Resources
Experience
Answers for HR September 2009 - Present
Envision Lending Group January 2008 - June 2009
Merrill Lynch September 1998 - February 2004
Education
Brigham Young University 1994 — 1997
Brigham Young University - Idaho 1991 — 1993
Answers for HR September 2009 - Present
Envision Lending Group January 2008 - June 2009
Merrill Lynch September 1998 - February 2004
Education
Brigham Young University 1994 — 1997
Brigham Young University - Idaho 1991 — 1993
Butch Alder's Merrill Lynch Experience September 2000 - January 2011
Job Senior Vice President at Zions Bank
Industry Financial Services
Experience
Zions Bank 2009 - Present
Merrill Lynch September 2000 - January 2011
First Security Bank February 1993 - September 2000
Skills
Credit, Portfolio Management, Commercial Lending
Education
University of Phoenix 1992 — 1994
MBA, Business Admin
Brigham Young University 1975 — 1980
Bachelor of Science (BS), Finance and Financial Management Services
Zions Bank 2009 - Present
Merrill Lynch September 2000 - January 2011
First Security Bank February 1993 - September 2000
Skills
Credit, Portfolio Management, Commercial Lending
Education
University of Phoenix 1992 — 1994
MBA, Business Admin
Brigham Young University 1975 — 1980
Bachelor of Science (BS), Finance and Financial Management Services
Ross Biesinger's Merrill Lynch Experience July 2003 - October 2008
Job Vice President The Cypress Group at Integrated Wealth Management
Industry Financial Services
Experience
The Cypress Group at Integrated Wealth Management April 2014 - Present
Morgan Stanley Wealth Management September 2008 - April 2014
Merrill Lynch July 2003 - October 2008
Skills
Asset Allocation, Asset Management, Equities, Finance, Financial Analysis, Financial Modeling, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management
Education
Brigham Young University 1997 — 2003
Bachelor of Business Administration - Emphasis in Finance, Finance
The Cypress Group at Integrated Wealth Management April 2014 - Present
Morgan Stanley Wealth Management September 2008 - April 2014
Merrill Lynch July 2003 - October 2008
Skills
Asset Allocation, Asset Management, Equities, Finance, Financial Analysis, Financial Modeling, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management
Education
Brigham Young University 1997 — 2003
Bachelor of Business Administration - Emphasis in Finance, Finance
David Wigginton's Merrill Lynch Experience May 2007 - November 2008
Job Director Real Estate Curation
Industry Financial Services
Experience
DISCERN October 2010 - Present
MACQUARIE CAPITAL (USA) November 2008 - October 2010
Merrill Lynch May 2007 - November 2008
Merrill Lynch January 2006 - November 2008
Ernst & Young October 2001 - January 2006
Skills
Equity Research, Equity Valuation, Finance, Financial Services, Fundamental Analysis, Investment Management, Investment Strategies, Investments, Property, Real Estate, Securities, Valuation, Equities, Economics, DCF, Corporate Finance, Capital Markets, Derivatives, Analytics, Analysis, Accounting
Education
University of Notre Dame - Mendoza College of Business 2001 — 2002
MS, Accounting
Brigham Young University
Bachelor's of Science, Business Management (Finance emphasis)
DISCERN October 2010 - Present
MACQUARIE CAPITAL (USA) November 2008 - October 2010
Merrill Lynch May 2007 - November 2008
Merrill Lynch January 2006 - November 2008
Ernst & Young October 2001 - January 2006
Skills
Equity Research, Equity Valuation, Finance, Financial Services, Fundamental Analysis, Investment Management, Investment Strategies, Investments, Property, Real Estate, Securities, Valuation, Equities, Economics, DCF, Corporate Finance, Capital Markets, Derivatives, Analytics, Analysis, Accounting
Education
University of Notre Dame - Mendoza College of Business 2001 — 2002
MS, Accounting
Brigham Young University
Bachelor's of Science, Business Management (Finance emphasis)
Johnson, Darryl's Merrill Lynch Experience 2001 - 2011
Job Commercial Portfolio Manager
Industry Banking
Experience
Bank of America 2009 - 2011
Merrill Lynch 2001 - 2011
Wells Fargo Bank 1992 - 2000
Education
Brigham Young University 1985 — 1989
BS, Finance
Clark High School
Bank of America 2009 - 2011
Merrill Lynch 2001 - 2011
Wells Fargo Bank 1992 - 2000
Education
Brigham Young University 1985 — 1989
BS, Finance
Clark High School
Jeanette Burke's Merrill Lynch Experience 2007 - 2008
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2012 - 2013
PricewaterhouseCoopers 2010 - 2011
PricewaterhouseCoopers LLP 2008 - 2010
Merrill Lynch 2007 - 2008
Aon 2007 - 2007
Education
Brigham Young University 2004 — 2008
Management: Finance
Goldman Sachs 2012 - 2013
PricewaterhouseCoopers 2010 - 2011
PricewaterhouseCoopers LLP 2008 - 2010
Merrill Lynch 2007 - 2008
Aon 2007 - 2007
Education
Brigham Young University 2004 — 2008
Management: Finance
Ned Evans's Merrill Lynch Experience April 2002 - August 2012
Job Managing Director, Partner. HighTower Advisors
Industry Financial Services
Experience
HighTower August 2012 - Present
Merrill Lynch April 2002 - August 2012
Prudential Securities 1994 - 2002
Skills
Asset Allocation, Portfolio Management, Investments, Wealth Management, Retirement Planning, Finance, Strategic Financial..., Series 7, Investment Advisory, Alternative Investments, Asset Management, Equities, Asset Managment, Financial Planning, Portfolios
Education
Brigham Young University 1978 — 1981
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Brigham Young University 1978 — 1981
HighTower August 2012 - Present
Merrill Lynch April 2002 - August 2012
Prudential Securities 1994 - 2002
Skills
Asset Allocation, Portfolio Management, Investments, Wealth Management, Retirement Planning, Finance, Strategic Financial..., Series 7, Investment Advisory, Alternative Investments, Asset Management, Equities, Asset Managment, Financial Planning, Portfolios
Education
Brigham Young University 1978 — 1981
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Brigham Young University 1978 — 1981
Evan Mann's Merrill Lynch Experience November 2004 - May 2005
Job Manager of Guide Services at The Well & Company
Industry Health, Wellness and Fitness
Experience
Well & Company June 2015 - Present
Melaleuca:The Wellness Company September 2013 - February 2015
Melaleuca June 2005 - September 2013
Merrill Lynch November 2004 - May 2005
Skills
Public Speaking, Sales Management, Sales, Direct Sales, Online Marketing, Email Marketing, Event Management, Coaching, Customer Retention, Team Building, Negotiation, Marketing Communications, Strategy, Business Planning, Business Strategy, Contract Negotiation, Entrepreneurship, Small Business, Advertising, Marketing, Business Development, Inventory Management, Leadership, Customer Service, Team Leadership, Marketing Strategy, Management, Microsoft Excel, Sales Presentations, Public Relations, Time Management, Social Media Marketing, Lead Generation, Market Research, Social Media, Customer Satisfaction, Social Networking, Training, Recruiting, Microsoft Office, Online Advertising, New Business Development, Strategic Planning, Budgets, Event Planning, Leadership Development, Account Management, Selling, Fundraising, Sales Operations
Education
Brigham Young University - Idaho 2001 — 2005
Bachelor of Science (B.S.), Business Administration/Management and Finance
Hillcrest High School 1995 — 1998
Well & Company June 2015 - Present
Melaleuca:The Wellness Company September 2013 - February 2015
Melaleuca June 2005 - September 2013
Merrill Lynch November 2004 - May 2005
Skills
Public Speaking, Sales Management, Sales, Direct Sales, Online Marketing, Email Marketing, Event Management, Coaching, Customer Retention, Team Building, Negotiation, Marketing Communications, Strategy, Business Planning, Business Strategy, Contract Negotiation, Entrepreneurship, Small Business, Advertising, Marketing, Business Development, Inventory Management, Leadership, Customer Service, Team Leadership, Marketing Strategy, Management, Microsoft Excel, Sales Presentations, Public Relations, Time Management, Social Media Marketing, Lead Generation, Market Research, Social Media, Customer Satisfaction, Social Networking, Training, Recruiting, Microsoft Office, Online Advertising, New Business Development, Strategic Planning, Budgets, Event Planning, Leadership Development, Account Management, Selling, Fundraising, Sales Operations
Education
Brigham Young University - Idaho 2001 — 2005
Bachelor of Science (B.S.), Business Administration/Management and Finance
Hillcrest High School 1995 — 1998
Myles Scott's Merrill Lynch Experience October 2006 - June 2012
Job Financial Advisor at U.S. Capital Advisors LLC
Industry Financial Services
Experience
U.S. Capital Advisors LLC June 2012 - Present
Merrill Lynch October 2006 - June 2012
Skills
Series 7, Valuation, Investments, Corporate Finance, Financial Modeling, Equities, Financial Analysis, Alternative Investments, Asset Management, Capital Markets, Equity Research, Finance, Hedge Funds, Investment Banking, Portfolio Management
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
Brigham Young University - Idaho 2003 — 2006
Bachelor of Science (BS), Economics
U.S. Capital Advisors LLC June 2012 - Present
Merrill Lynch October 2006 - June 2012
Skills
Series 7, Valuation, Investments, Corporate Finance, Financial Modeling, Equities, Financial Analysis, Alternative Investments, Asset Management, Capital Markets, Equity Research, Finance, Hedge Funds, Investment Banking, Portfolio Management
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
Brigham Young University - Idaho 2003 — 2006
Bachelor of Science (BS), Economics
Tyler Storer's Merrill Lynch Experience August 2007 - December 2007
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch August 2007 - December 2007
24 Hour Fitness February 2003 - August 2007
Education
Brigham Young University 2001 — 2005
Merrill Lynch August 2007 - December 2007
24 Hour Fitness February 2003 - August 2007
Education
Brigham Young University 2001 — 2005
Jon Hinckley's Merrill Lynch Experience August 1992 - September 1994
Job Sr. Software Engineer at Alianza, Inc.
Industry Computer Software
Experience
Alianza, Inc. July 2012 - Present
JPMorgan (Neovest) March 2009 - July 2012
BCast Media LLC June 2000 - March 2009
SkyWave August 2001 - December 2002
UBS Investment Bank September 1994 - December 1998
Merrill Lynch August 1992 - September 1994
Morgan Stanley Tokyo Japan May 1990 - August 1992
Motorola Semiconductor March 1986 - May 1990
Skills
Java Enterprise Edition, JBoss Application Server, Hibernate, Hibernate Search /..., RabbitMQ, VirtualBox, Vagrant, Puppet, Agile Methodologies, Git, Maven, Derivatives, Equity Trading, Fixed Income, Software Engineering
Education
Brigham Young University 1983 — 1986
BS, Computer Science
Alianza, Inc. July 2012 - Present
JPMorgan (Neovest) March 2009 - July 2012
BCast Media LLC June 2000 - March 2009
SkyWave August 2001 - December 2002
UBS Investment Bank September 1994 - December 1998
Merrill Lynch August 1992 - September 1994
Morgan Stanley Tokyo Japan May 1990 - August 1992
Motorola Semiconductor March 1986 - May 1990
Skills
Java Enterprise Edition, JBoss Application Server, Hibernate, Hibernate Search /..., RabbitMQ, VirtualBox, Vagrant, Puppet, Agile Methodologies, Git, Maven, Derivatives, Equity Trading, Fixed Income, Software Engineering
Education
Brigham Young University 1983 — 1986
BS, Computer Science
Joe Clemente's Merrill Lynch Experience May 1998 - March 2003
Job Principal Member of Technical Staff at Oracle
Industry Computer Software
Experience
Oracle March 2012 - Present
Sirius Satellite Radio (thru Testware Associates, Inc.) August 2010 - March 2012
Passlogix April 2006 - July 2009
Terredyne Data Services Corp. June 2005 - April 2006
Merrill Lynch May 1998 - March 2003
Bankers Trust Company 1996 - 1998
Skills
IIS, Manual Testing, Media Player, Network Administration, Oracle Applications, Quality Center, Regression Testing, Requirements Analysis, Requirements Gathering, SDLC, Software Quality..., SQL, Test Management, Test Planning, Test Strategy, User Acceptance Testing, Usability Testing, VMware, Web Testing, ITIL, Project Management, IT Strategy, Business Analysis, Agile Methodologies, SharePoint, Scrum, Enterprise Software, QTP
Education
Brock University
Business Administration
Oracle March 2012 - Present
Sirius Satellite Radio (thru Testware Associates, Inc.) August 2010 - March 2012
Passlogix April 2006 - July 2009
Terredyne Data Services Corp. June 2005 - April 2006
Merrill Lynch May 1998 - March 2003
Bankers Trust Company 1996 - 1998
Skills
IIS, Manual Testing, Media Player, Network Administration, Oracle Applications, Quality Center, Regression Testing, Requirements Analysis, Requirements Gathering, SDLC, Software Quality..., SQL, Test Management, Test Planning, Test Strategy, User Acceptance Testing, Usability Testing, VMware, Web Testing, ITIL, Project Management, IT Strategy, Business Analysis, Agile Methodologies, SharePoint, Scrum, Enterprise Software, QTP
Education
Brock University
Business Administration
Brandon Perry's Merrill Lynch Experience July 2013 - August 2013
Job Financial Professional
Industry Financial Services
Experience
Northwestern Mutual May 2014 - May 2015
Merrill Lynch July 2013 - August 2013
Wells Fargo October 2011 - July 2012
Skills
Spanish, Data Analysis, Microsoft Excel, Leadership, Analysis, Customer Service, Financial Analysis, PowerPoint, Microsoft Word, Public Speaking, Account Management, Finance, Accounting
Education
Thunderbird School of Global Management 2013 — 2014
Master of Global Management, Global Finance
Case Western Reserve University - Weatherhead School of Management 2012 — 2014
MBA, Finance
Brigham Young University 2002 — 2008
BA, Spanish
Northwestern Mutual May 2014 - May 2015
Merrill Lynch July 2013 - August 2013
Wells Fargo October 2011 - July 2012
Skills
Spanish, Data Analysis, Microsoft Excel, Leadership, Analysis, Customer Service, Financial Analysis, PowerPoint, Microsoft Word, Public Speaking, Account Management, Finance, Accounting
Education
Thunderbird School of Global Management 2013 — 2014
Master of Global Management, Global Finance
Case Western Reserve University - Weatherhead School of Management 2012 — 2014
MBA, Finance
Brigham Young University 2002 — 2008
BA, Spanish
Chrit Evanson's Merrill Lynch Experience January 2013 - Present
Job at
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
Wells Fargo Advisors October 2011 - December 2012
JPMorgan Chase August 2009 - October 2011
prosper inc March 2004 - August 2009
Education
Brigham Young University 2004 — 2007
Utah Valley University 2001 — 2003
Merrill Lynch January 2013 - Present
Wells Fargo Advisors October 2011 - December 2012
JPMorgan Chase August 2009 - October 2011
prosper inc March 2004 - August 2009
Education
Brigham Young University 2004 — 2007
Utah Valley University 2001 — 2003
Crispen Carey's Merrill Lynch Experience 2004 - 2008
Job Vice President Senior Housing Investments at Health Care REIT
Industry Commercial Real Estate
Experience
Health Care REIT 2008 - Present
Merrill Lynch 2004 - 2008
General Electric 2002 - 2004
US Department of Justice; Antitrust Division 2000 - 2002
Skills
Valuation, Real Estate, Investments
Education
The George Washington University - School of Business 2003 — 2005
MBA
Brigham Young University 1994 — 2000
Economics
Health Care REIT 2008 - Present
Merrill Lynch 2004 - 2008
General Electric 2002 - 2004
US Department of Justice; Antitrust Division 2000 - 2002
Skills
Valuation, Real Estate, Investments
Education
The George Washington University - School of Business 2003 — 2005
MBA
Brigham Young University 1994 — 2000
Economics
Todd Granthem's Merrill Lynch Experience 1999 - 2001
Job President Todd R. Granthem, LLC
Industry Financial Services
Experience
Todd R Granthem, LLC 2010 - Present
Alpine School District 2010 - Present
TeamOne Capital Management, LLC 2005 - 2014
Your Trading Room 2009 - 2012
Investools 2001 - 2008
Merrill Lynch 1999 - 2001
Todd Granthem, DPM 1996 - 2001
Skills
Financial Markets, Options, Trading, Technical Analysis, Investments, Equities, Forex, Content Management, Presentations, Public Speaking, Management, Training, Trading Strategies, Basketball Coaching, Team Management, Product Development, Webinars, PowerPoint
Education
California College of Podiatric Medicine 1992 — 1996
Doctor of Podiatic Medicine, Podiatric Medicine/Podiatry
Brigham Young University - Idaho 1988 — 1990
Associate's degree, General Studies
Utah State University
Todd R Granthem, LLC 2010 - Present
Alpine School District 2010 - Present
TeamOne Capital Management, LLC 2005 - 2014
Your Trading Room 2009 - 2012
Investools 2001 - 2008
Merrill Lynch 1999 - 2001
Todd Granthem, DPM 1996 - 2001
Skills
Financial Markets, Options, Trading, Technical Analysis, Investments, Equities, Forex, Content Management, Presentations, Public Speaking, Management, Training, Trading Strategies, Basketball Coaching, Team Management, Product Development, Webinars, PowerPoint
Education
California College of Podiatric Medicine 1992 — 1996
Doctor of Podiatic Medicine, Podiatric Medicine/Podiatry
Brigham Young University - Idaho 1988 — 1990
Associate's degree, General Studies
Utah State University
Dain Armstrong's Merrill Lynch Experience July 2007 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2007 - Present
Skills
Series 7, Series 63, Retirement Planning, Uniform Combined State..., Financial Analysis, Wealth Management, Financial Modeling, Investment Advisory, Asset Allocation, Saving for Education, Mutual Funds, Retirement, 401k Rollovers, Investment Strategies, Strategic Financial..., Investments, Series 65, IRAs, Financial Advisory
Education
Brigham Young University - Marriott School of Management 2013 — 2015
Master of Business Administration (MBA)
Brigham Young University 2004 — 2007
BA, Linguistics, Business Management
Merrill Lynch July 2007 - Present
Skills
Series 7, Series 63, Retirement Planning, Uniform Combined State..., Financial Analysis, Wealth Management, Financial Modeling, Investment Advisory, Asset Allocation, Saving for Education, Mutual Funds, Retirement, 401k Rollovers, Investment Strategies, Strategic Financial..., Investments, Series 65, IRAs, Financial Advisory
Education
Brigham Young University - Marriott School of Management 2013 — 2015
Master of Business Administration (MBA)
Brigham Young University 2004 — 2007
BA, Linguistics, Business Management
Ryan Todd's Merrill Lynch Experience 2001 - 2001
Job Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank May 2011 - Present
Morgan Stanley March 2009 - April 2011
Deutsche Bank Securities September 2005 - March 2009
ExxonMobil 2002 - 2005
Merrill Lynch 2001 - 2001
Education
Brigham Young University 1995 — 2001
BS, Chemical Engineering
Deutsche Bank May 2011 - Present
Morgan Stanley March 2009 - April 2011
Deutsche Bank Securities September 2005 - March 2009
ExxonMobil 2002 - 2005
Merrill Lynch 2001 - 2001
Education
Brigham Young University 1995 — 2001
BS, Chemical Engineering
Christine Czauski's Merrill Lynch Experience August 2006 - May 2008
Job IT Project Administrator II at Horizon Blue Cross Blue Shield of New Jersey
Industry Information Technology and Services
Experience
Horizon Blue Cross Blue Shield of New Jersey June 2011 - Present
NJ Department of Labor and Workforce January 2009 - May 2011
Merrill Lynch August 2006 - May 2008
Merrill Lynch November 2005 - July 2006
Genworth Financial January 2005 - December 2005
Metropolitan Life Insurance Company October 2004 - December 2004
Lucent Technologies May 2000 - December 2003
Lucent Technologies April 1998 - May 2000
Skills
MS Suite 2010, MS Project 2010, Lotus Notes, Planview, ClearQuest, SharePoint, WebEx, Internet Explorer, Project Management, Business Intelligence, Business Process, Visio, PMP, Data Center, Analysis, CRM, Software Documentation, Disaster Recovery, Quality Assurance, IT Service Management, Management, Project Planning
Education
Brookdale Community College 2009 — 2009
PM Certificate, Project Management
University of Pittsburgh 1977 — 1979
Masters Degree, Slavic Languages and Literatures
Jagiellonian University 1970 — 1971
Certificate, Polish and Russian
University of Pittsburgh 1965 — 1970
BA, Slavic Lanaguages and Literatures
Horizon Blue Cross Blue Shield of New Jersey June 2011 - Present
NJ Department of Labor and Workforce January 2009 - May 2011
Merrill Lynch August 2006 - May 2008
Merrill Lynch November 2005 - July 2006
Genworth Financial January 2005 - December 2005
Metropolitan Life Insurance Company October 2004 - December 2004
Lucent Technologies May 2000 - December 2003
Lucent Technologies April 1998 - May 2000
Skills
MS Suite 2010, MS Project 2010, Lotus Notes, Planview, ClearQuest, SharePoint, WebEx, Internet Explorer, Project Management, Business Intelligence, Business Process, Visio, PMP, Data Center, Analysis, CRM, Software Documentation, Disaster Recovery, Quality Assurance, IT Service Management, Management, Project Planning
Education
Brookdale Community College 2009 — 2009
PM Certificate, Project Management
University of Pittsburgh 1977 — 1979
Masters Degree, Slavic Languages and Literatures
Jagiellonian University 1970 — 1971
Certificate, Polish and Russian
University of Pittsburgh 1965 — 1970
BA, Slavic Lanaguages and Literatures
Jennifer Andersen's Merrill Lynch Experience January 2008 - May 2011
Job Financial Services Executive
Industry Financial Services
Experience
Wells Fargo Home Mortgage June 2012 - October 2013
Morgan Stanley May 2011 - June 2012
Merrill Lynch January 2008 - May 2011
Silver State Mortgage 2003 - 2006
Skills
Series 7, Private Banking, Wealth Management, Mortgage Lending, Life & Health Insurance..., Financial Advisory, Wealth Management..., Credit, Strategic Financial..., Relationship Management, Banking
Education
Brigham Young University 1989 — 1994
Wells Fargo Home Mortgage June 2012 - October 2013
Morgan Stanley May 2011 - June 2012
Merrill Lynch January 2008 - May 2011
Silver State Mortgage 2003 - 2006
Skills
Series 7, Private Banking, Wealth Management, Mortgage Lending, Life & Health Insurance..., Financial Advisory, Wealth Management..., Credit, Strategic Financial..., Relationship Management, Banking
Education
Brigham Young University 1989 — 1994
Trevor B. Twitchell, CFM, CRPC's Merrill Lynch Experience February 2002 - Present
Job Financial Advisor, CFM, CRPC at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch February 2002 - Present
Romney for President, Inc. 2008 - 2008
Salt Lake Olympic Organizing Committee 2002 - 2002
Buy.com 2001 - 2001
Education
Brigham Young University 1999 — 2002
International Politics and Finance
Brigham Young University Jerusalem Center 2000 — 2000
Ancient History, Archeology, Religion
Woodbridge High School 1991 — 1995
Merrill Lynch February 2002 - Present
Romney for President, Inc. 2008 - 2008
Salt Lake Olympic Organizing Committee 2002 - 2002
Buy.com 2001 - 2001
Education
Brigham Young University 1999 — 2002
International Politics and Finance
Brigham Young University Jerusalem Center 2000 — 2000
Ancient History, Archeology, Religion
Woodbridge High School 1991 — 1995
Monty Willhite's Merrill Lynch Experience January 1988 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1988 - Present
Skills
Series 65, Retirement Planning, Series 7, Wealth Management, Investments, Competitive Analysis, Series 63, Portfolio Management, Strategic Financial..., 401k
Education
Brigham Young University 1980 — 1987
BS
Merrill Lynch January 1988 - Present
Skills
Series 65, Retirement Planning, Series 7, Wealth Management, Investments, Competitive Analysis, Series 63, Portfolio Management, Strategic Financial..., 401k
Education
Brigham Young University 1980 — 1987
BS
Ed Stephenson's Merrill Lynch Experience September 2008 - December 2008
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments March 2015 - April 2015
Fidelity Investments January 2015 - March 2015
Fidelity Investments March 2013 - January 2015
Self Employed July 2010 - March 2014
Aflac August 2009 - July 2010
Epic Ventures January 2009 - April 2009
Merrill Lynch September 2008 - December 2008
Skills
Portfolio Management, Due Diligence, Sales, Financial Analysis, Microsoft Office, PowerPoint, Finance, Analysis, Leadership, Customer Service, Microsoft Word, Critical Thinking, Investments, Time Management
Education
Sam Houston State University 2011 — 2012
Master of Business Administration (MBA), Finance, General
Brigham Young University - Idaho 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments April 2015 - Present
Fidelity Investments March 2015 - April 2015
Fidelity Investments January 2015 - March 2015
Fidelity Investments March 2013 - January 2015
Self Employed July 2010 - March 2014
Aflac August 2009 - July 2010
Epic Ventures January 2009 - April 2009
Merrill Lynch September 2008 - December 2008
Skills
Portfolio Management, Due Diligence, Sales, Financial Analysis, Microsoft Office, PowerPoint, Finance, Analysis, Leadership, Customer Service, Microsoft Word, Critical Thinking, Investments, Time Management
Education
Sam Houston State University 2011 — 2012
Master of Business Administration (MBA), Finance, General
Brigham Young University - Idaho 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Cale Dillingham's Merrill Lynch Experience June 2005 - August 2005
Job OTC Analyst at SAC Capital
Industry Financial Services
Experience
SAC Capital Advisors February 2006 - Present
Merrill Lynch June 2005 - August 2005
County of Kern Purchasing Division May 2005 - August 2005
Education
Brigham Young University - Idaho
Bachelor of Science, Business Management; Finance
SAC Capital Advisors February 2006 - Present
Merrill Lynch June 2005 - August 2005
County of Kern Purchasing Division May 2005 - August 2005
Education
Brigham Young University - Idaho
Bachelor of Science, Business Management; Finance
Brandon Hatch's Merrill Lynch Experience June 2010 - August 2010
Job Graduate of Brigham Young University
Industry Information Technology and Services
Experience
DealerSocket August 2011 - Present
Brigham Young University January 2011 - April 2011
Merrill Lynch June 2010 - August 2010
Buena Vista 2010 - 2010
New York New York North Mission 2006 - 2008
Education
Brigham Young University 2005 — 2011
BS, Information Systems
DealerSocket August 2011 - Present
Brigham Young University January 2011 - April 2011
Merrill Lynch June 2010 - August 2010
Buena Vista 2010 - 2010
New York New York North Mission 2006 - 2008
Education
Brigham Young University 2005 — 2011
BS, Information Systems
Rachael Hasler's Merrill Lynch Experience 1989 - 2005
Job Operations Manager at UBS
Industry Financial Services
Experience
UBS April 2010 - Present
Morgan Stanley June 2005 - March 2010
Merrill Lynch 1989 - 2005
Education
BYU-Idaho 1986 — 1987
Secondary Education
Grace High School 1983 — 1986
High School diploma
UBS April 2010 - Present
Morgan Stanley June 2005 - March 2010
Merrill Lynch 1989 - 2005
Education
BYU-Idaho 1986 — 1987
Secondary Education
Grace High School 1983 — 1986
High School diploma
Shane Oka, CFA's Merrill Lynch Experience January 2009 - May 2011
Job Associate at Cornerstone Research
Industry Financial Services
Experience
Cornerstone Research July 2015 - Present
Cornerstone Research July 2014 - June 2015
Cornerstone Research July 2013 - June 2014
Cornerstone Research May 2011 - June 2013
Merrill Lynch January 2009 - May 2011
Missionary Training Center July 2006 - December 2008
Deutsche Bank June 2008 - August 2008
University Venture Fund 2007 - 2008
Skills
Economics, Financial Modeling, Data Analysis, Finance, Valuation, Microsoft Excel, Financial Analysis, Litigation Support, Research, Quantitative Analytics, Econometrics, PowerPoint, Investments, Microsoft Office, Report Writing, Client Presentation, Stata
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
Brigham Young University 2003 — 2008
BS, Economics, Magna Cum Laude
Cornerstone Research July 2015 - Present
Cornerstone Research July 2014 - June 2015
Cornerstone Research July 2013 - June 2014
Cornerstone Research May 2011 - June 2013
Merrill Lynch January 2009 - May 2011
Missionary Training Center July 2006 - December 2008
Deutsche Bank June 2008 - August 2008
University Venture Fund 2007 - 2008
Skills
Economics, Financial Modeling, Data Analysis, Finance, Valuation, Microsoft Excel, Financial Analysis, Litigation Support, Research, Quantitative Analytics, Econometrics, PowerPoint, Investments, Microsoft Office, Report Writing, Client Presentation, Stata
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
Brigham Young University 2003 — 2008
BS, Economics, Magna Cum Laude
Rafael González-Tosca's Merrill Lynch Experience July 2015 - Present
Job Associate Client Relationship Manager Assistant Vice President at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch May 2015 - July 2015
Merrill Lynch March 2013 - May 2015
Bank of America July 2010 - March 2013
Bank of America September 2009 - July 2010
Zions Bank January 2009 - September 2009
Skills
Loans, Banking, Cash Management, Finance, Risk Management, Coaching Staff, Staff Development, Customer Service, Small Business Lending, Sales, Management, CRM, Training, Financial Services, Leadership, Analysis, Microsoft Office, Public Speaking, Team Leadership, Time Management, Microsoft Word, Teamwork, Business Strategy, Process Improvement
Education
New Mexico Highlands University
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University - Idaho 2004 — 2008
Business Management, Finance and French
Merrill Lynch July 2015 - Present
Merrill Lynch May 2015 - July 2015
Merrill Lynch March 2013 - May 2015
Bank of America July 2010 - March 2013
Bank of America September 2009 - July 2010
Zions Bank January 2009 - September 2009
Skills
Loans, Banking, Cash Management, Finance, Risk Management, Coaching Staff, Staff Development, Customer Service, Small Business Lending, Sales, Management, CRM, Training, Financial Services, Leadership, Analysis, Microsoft Office, Public Speaking, Team Leadership, Time Management, Microsoft Word, Teamwork, Business Strategy, Process Improvement
Education
New Mexico Highlands University
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University - Idaho 2004 — 2008
Business Management, Finance and French
Steve Wind's Merrill Lynch Experience February 2012 - January 2013
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Masco Contractor Services February 2013 - Present
Merrill Lynch February 2012 - January 2013
Lowe's Commercial Services August 2010 - August 2011
Masco Contractor Services April 1993 - June 2010
Skills
Microsoft Excel, Customer Service, Team Building, Microsoft Office, Contract Negotiation, Sales, Process Improvement, Management, Strategic Planning
Education
Brigham Young University 1989 — 1993
BA, Economics, Japanese
Masco Contractor Services February 2013 - Present
Merrill Lynch February 2012 - January 2013
Lowe's Commercial Services August 2010 - August 2011
Masco Contractor Services April 1993 - June 2010
Skills
Microsoft Excel, Customer Service, Team Building, Microsoft Office, Contract Negotiation, Sales, Process Improvement, Management, Strategic Planning
Education
Brigham Young University 1989 — 1993
BA, Economics, Japanese
Denis Diggins's Merrill Lynch Experience 1982 - 1985
Job Owner, Niagara Icewine
Industry Financial Services
Experience
Niagara Icewine 1998 - Present
Rich Green, Midland, RBC 1991 - 1997
Financial Times 1987 - 1989
Toronto Stock Exchange 1985 - 1988
Merrill Lynch 1982 - 1985
Skills
Marketing, Microsoft Office, Event Planning, Customer Service, Marketing Strategy, Social Media, Wine Tasting, Negotiation, Sales, New Business Development, Event Management, Sales Management, Strategic Planning, Wine, Budgets, Microsoft Excel, Market Research, Small Business, Retail, Marketing Communications, Product Development, Business Development, Online Advertising, Online Marketing, Public Relations, Business Planning, Press Releases, Entrepreneurship, Investments, Social Networking, Social Media Marketing
Education
Niagara University 1991 — 1992
Master of Education, Education, 4.0 GPA
Brock University 1977 — 1983
Bachelor's degree, Economics
University of Guelph 1981 — 1982
Master of Arts (M.A.), Economics
Niagara Icewine 1998 - Present
Rich Green, Midland, RBC 1991 - 1997
Financial Times 1987 - 1989
Toronto Stock Exchange 1985 - 1988
Merrill Lynch 1982 - 1985
Skills
Marketing, Microsoft Office, Event Planning, Customer Service, Marketing Strategy, Social Media, Wine Tasting, Negotiation, Sales, New Business Development, Event Management, Sales Management, Strategic Planning, Wine, Budgets, Microsoft Excel, Market Research, Small Business, Retail, Marketing Communications, Product Development, Business Development, Online Advertising, Online Marketing, Public Relations, Business Planning, Press Releases, Entrepreneurship, Investments, Social Networking, Social Media Marketing
Education
Niagara University 1991 — 1992
Master of Education, Education, 4.0 GPA
Brock University 1977 — 1983
Bachelor's degree, Economics
University of Guelph 1981 — 1982
Master of Arts (M.A.), Economics
Don Coons's Merrill Lynch Experience June 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Domo, Inc. May 2014 - October 2014
BYU Global Financial Advisors January 2013 - December 2013
USDA June 2012 - August 2012
Merrill Lynch January 2012 - April 2012
Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Corporate Finance, Due Diligence, Microsoft Word, Data Analysis, PowerPoint, Public Speaking
Education
Brigham Young University
Bachelor of Science, Business Management, Emphasis in Finance
Merrill Lynch June 2015 - Present
Domo, Inc. May 2014 - October 2014
BYU Global Financial Advisors January 2013 - December 2013
USDA June 2012 - August 2012
Merrill Lynch January 2012 - April 2012
Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Corporate Finance, Due Diligence, Microsoft Word, Data Analysis, PowerPoint, Public Speaking
Education
Brigham Young University
Bachelor of Science, Business Management, Emphasis in Finance
Grant Andreasen's Merrill Lynch Experience September 2008 - August 2010
Job Senior Agent Platinum Risk Management
Industry Insurance
Experience
Platinum Risk Management November 2013 - Present
United Healthcare Medicare Solutions August 2010 - August 2013
Merrill Lynch September 2008 - August 2010
Skills
Finance, Retirement Planning, Strategic Financial..., Investments, Portfolio Management, Financial Advisory, Equities, Financial Analysis, Estate Planning, Asset Management, Financial Modeling, Credit, Wealth Management..., Loans, Insurance, Financial Services, Grants, Corporate Finance, Banking, Credit Analysis, Commercial Insurance
Education
Brigham Young University 1984 — 1988
Bachelor of Science, Finance
Platinum Risk Management November 2013 - Present
United Healthcare Medicare Solutions August 2010 - August 2013
Merrill Lynch September 2008 - August 2010
Skills
Finance, Retirement Planning, Strategic Financial..., Investments, Portfolio Management, Financial Advisory, Equities, Financial Analysis, Estate Planning, Asset Management, Financial Modeling, Credit, Wealth Management..., Loans, Insurance, Financial Services, Grants, Corporate Finance, Banking, Credit Analysis, Commercial Insurance
Education
Brigham Young University 1984 — 1988
Bachelor of Science, Finance
Shauna Bere's Merrill Lynch Experience June 2000 - June 2004
Job Administrative Assistant at Carroll Hospital Center
Industry Hospital & Health Care
Experience
Carroll Hospital Center February 2012 - Present
Carroll Hospital Center July 2010 - February 2012
Carroll Hospital Center May 2006 - June 2010
Carroll Hospital Center December 2005 - April 2006
Salt Lake County Library Services September 2002 - April 2005
Merrill Lynch June 2000 - June 2004
Skills
Administrative..., Spreadsheets, Customer Service, Data Entry, Telephone Skills, Healthcare, Hospitals, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Certified Lean, Administrative..., Public Speaking
Education
University of Maryland University College
Humanities/Humanistic Studies, 4.0
Brigham Young University 1999 — 2000
European Studies
Brigham Young University 1998 — 1998
Study Abroad, Western European Studies, 3.8
Ricks College 1993 — 1997
Associate of Arts (AA), Photography, 3.78
Carroll Hospital Center February 2012 - Present
Carroll Hospital Center July 2010 - February 2012
Carroll Hospital Center May 2006 - June 2010
Carroll Hospital Center December 2005 - April 2006
Salt Lake County Library Services September 2002 - April 2005
Merrill Lynch June 2000 - June 2004
Skills
Administrative..., Spreadsheets, Customer Service, Data Entry, Telephone Skills, Healthcare, Hospitals, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Certified Lean, Administrative..., Public Speaking
Education
University of Maryland University College
Humanities/Humanistic Studies, 4.0
Brigham Young University 1999 — 2000
European Studies
Brigham Young University 1998 — 1998
Study Abroad, Western European Studies, 3.8
Ricks College 1993 — 1997
Associate of Arts (AA), Photography, 3.78
Phill Hayes's Merrill Lynch Experience July 2005 - March 2008
Job Director, Business Intelligence at Harley Davidson Financial Services
Industry Financial Services
Experience
HARLEY-DAVIDSON FINANCIAL SERVICES March 2008 - Present
Merrill Lynch July 2005 - March 2008
JPMorgan Chase November 1999 - June 2005
JP MORGAN CHASE (BANK ONE) April 1997 - November 1999
Market Research January 1996 - April 1997
JP MORGAN CHASE (BANK ONE) June 1994 - December 1995
Skills
Process Improvement, Financial Analysis, Analysis, Analytics, Banking, Business Intelligence, Credit, Finance, Forecasting, Information Management, Management, Portfolio Management, Program Management, Project Management, Risk Management, Sales, Credit Risk
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
MBA, Finance
Brigham Young University 1988 — 1994
BA, Economics, Statistics
Brigham Young University
Bachelor of Arts, Economics
HARLEY-DAVIDSON FINANCIAL SERVICES March 2008 - Present
Merrill Lynch July 2005 - March 2008
JPMorgan Chase November 1999 - June 2005
JP MORGAN CHASE (BANK ONE) April 1997 - November 1999
Market Research January 1996 - April 1997
JP MORGAN CHASE (BANK ONE) June 1994 - December 1995
Skills
Process Improvement, Financial Analysis, Analysis, Analytics, Banking, Business Intelligence, Credit, Finance, Forecasting, Information Management, Management, Portfolio Management, Program Management, Project Management, Risk Management, Sales, Credit Risk
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
MBA, Finance
Brigham Young University 1988 — 1994
BA, Economics, Statistics
Brigham Young University
Bachelor of Arts, Economics
Jared Hogge's Merrill Lynch Experience May 2009 - October 2009
Job Supplier Quality Engineer at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin March 2011 - Present
Battelle Energy Alliance May 2010 - July 2011
COMPA Industries, Inc. 2010 - 2011
Battelle Energy Alliance May 2010 - July 2010
Merrill Lynch May 2009 - October 2009
Skills
Procurement, Proposal Writing, Supply Chain Management, Management, Supply Chain, Logistics, Operations Management, Quality Assurance, Government, Negotiation, FAR, DoD, Marketing, Finance, Accounting
Education
Florida Institute of Technology 2013 — 2015
Quality Engineering Management, Supplier Quality Engineering
Brigham Young University - Idaho 2006 — 2010
BS, Supply Chain and Operations Management
Lockheed Martin March 2011 - Present
Battelle Energy Alliance May 2010 - July 2011
COMPA Industries, Inc. 2010 - 2011
Battelle Energy Alliance May 2010 - July 2010
Merrill Lynch May 2009 - October 2009
Skills
Procurement, Proposal Writing, Supply Chain Management, Management, Supply Chain, Logistics, Operations Management, Quality Assurance, Government, Negotiation, FAR, DoD, Marketing, Finance, Accounting
Education
Florida Institute of Technology 2013 — 2015
Quality Engineering Management, Supplier Quality Engineering
Brigham Young University - Idaho 2006 — 2010
BS, Supply Chain and Operations Management
David Daughtrey, CFA CFP's Merrill Lynch Experience February 1996 - February 1998
Job Chief Investment Officer & Advisor at Copperwynd Financial
Industry Financial Services
Experience
Copperwynd Financial March 2005 - Present
Capital Group November 2001 - March 2005
Merrill Lynch February 1996 - February 1998
Chase Securities June 1989 - February 1996
Skills
Retirement Planning, Wealth Management, Retirement, Financial Advisory, Investment Advisory, Mutual Funds, Strategic Financial..., Investment Strategies, Alternative Investments, Asset Allocation, Investment Management, Hedge Funds, Finance, Fixed Income, Securities
Education
Brigham Young University 1987 — 1989
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Texas Tech University - Rawls College of Business 1984 — 1987
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Copperwynd Financial March 2005 - Present
Capital Group November 2001 - March 2005
Merrill Lynch February 1996 - February 1998
Chase Securities June 1989 - February 1996
Skills
Retirement Planning, Wealth Management, Retirement, Financial Advisory, Investment Advisory, Mutual Funds, Strategic Financial..., Investment Strategies, Alternative Investments, Asset Allocation, Investment Management, Hedge Funds, Finance, Fixed Income, Securities
Education
Brigham Young University 1987 — 1989
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Texas Tech University - Rawls College of Business 1984 — 1987
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Bruce Erickson's Merrill Lynch Experience 2004 - Present
Job Managing Director, Wealth Management, Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 2004 - Present
Education
Harvard Business School 1971 — 1973
MBA
Brigham Young University
Bachelor of Arts (BA), 1971, Economics and International Relations
Merrill Lynch 2004 - Present
Education
Harvard Business School 1971 — 1973
MBA
Brigham Young University
Bachelor of Arts (BA), 1971, Economics and International Relations
Greg Walters, CFA's Merrill Lynch Experience June 2008 - Present
Job Founding Partner & CoCIO at Corient Capital Partners
Industry Financial Services
Experience
Corient Capital Partners September 2015 - Present
Merrill Lynch June 2008 - Present
Goldman Sachs 2005 - 2008
Skills
Investments, Finance, Series 7, Cash Management, Alternative Investments, Asset Allocation, Banking, Loans, Chartered Financial..., Wealth Management, Mutual Funds, Strategic Financial..., Asset Managment, Hedge Funds, Restricted Stock, Bloomberg, Investment Management, Bloomberg Terminal, Equities, Municipal Bonds, Series 63, Financial Analysis, Private Equity, Financial Modeling, Due Diligence, Asset Management, Investment Strategies, Fixed Income, Securities, Investment Advisory
Education
Brigham Young University 2000 — 2006
B.S., Accounting
Corient Capital Partners September 2015 - Present
Merrill Lynch June 2008 - Present
Goldman Sachs 2005 - 2008
Skills
Investments, Finance, Series 7, Cash Management, Alternative Investments, Asset Allocation, Banking, Loans, Chartered Financial..., Wealth Management, Mutual Funds, Strategic Financial..., Asset Managment, Hedge Funds, Restricted Stock, Bloomberg, Investment Management, Bloomberg Terminal, Equities, Municipal Bonds, Series 63, Financial Analysis, Private Equity, Financial Modeling, Due Diligence, Asset Management, Investment Strategies, Fixed Income, Securities, Investment Advisory
Education
Brigham Young University 2000 — 2006
B.S., Accounting
Lisa Sanvido's Merrill Lynch Experience 1999 - 2002
Job Student Success Curriculum Leader at Upper Grand District School Board
Industry Education Management
Experience
Upper Grand District School Board June 2012 - Present
Centennial CVI September 2010 - June 2012
Centennial CVI September 2003 - June 2012
Merrill Lynch 1999 - 2002
IBM 1995 - 1999
Skills
Teaching, Classroom Instruction, Curriculum Design, Curriculum Development, Educational Leadership, Technical Writing, Technical Training
Education
Charles Sturt University
Master of International Educational Leadership
York University 2002 — 2003
Bachelor of Education, Intermediate/Senior
Brock University 1990 — 1994
Bachelor of Business Administration, Marketing
Upper Grand District School Board June 2012 - Present
Centennial CVI September 2010 - June 2012
Centennial CVI September 2003 - June 2012
Merrill Lynch 1999 - 2002
IBM 1995 - 1999
Skills
Teaching, Classroom Instruction, Curriculum Design, Curriculum Development, Educational Leadership, Technical Writing, Technical Training
Education
Charles Sturt University
Master of International Educational Leadership
York University 2002 — 2003
Bachelor of Education, Intermediate/Senior
Brock University 1990 — 1994
Bachelor of Business Administration, Marketing
Kimberly Hing's Merrill Lynch Experience May 1989 - January 1996
Job Senior Investment Operations Specialist at Eaton Vance Fox Asset Management
Industry Financial Services
Experience
Eaton Vance - Fox Asset Management January 1996 - August 2015
FOX Asset Management January 1996 - July 2011
Merrill Lynch May 1989 - January 1996
Skills
Investments, Portfolio Management, Equities, Asset Managment, Financial Modeling, Business Analysis, Hedge Funds, Securities, Mutual Funds, Finance, Process Improvement, Commodity, Fixed Income, Asset Allocation, Bloomberg, Financial Analysis, Financial Services, Microsoft Excel, Derivatives, Investment Strategies, VBA, Banking, Project Management, Financial Risk, Analysis, Strategic Financial..., Equity Research, Electronic Trading, Valuation, Financial Reporting, Retirement Planning, Account Reconciliation, Investment Advisory, Wealth Management, Equity Trading, Data Analysis, Access, Corporate Finance, Trading, Alternative Investments, Accounting, Asset Management
Education
Brigham Young University 1984 — 1989
Statistics/Business
Holmdel High School
Eaton Vance - Fox Asset Management January 1996 - August 2015
FOX Asset Management January 1996 - July 2011
Merrill Lynch May 1989 - January 1996
Skills
Investments, Portfolio Management, Equities, Asset Managment, Financial Modeling, Business Analysis, Hedge Funds, Securities, Mutual Funds, Finance, Process Improvement, Commodity, Fixed Income, Asset Allocation, Bloomberg, Financial Analysis, Financial Services, Microsoft Excel, Derivatives, Investment Strategies, VBA, Banking, Project Management, Financial Risk, Analysis, Strategic Financial..., Equity Research, Electronic Trading, Valuation, Financial Reporting, Retirement Planning, Account Reconciliation, Investment Advisory, Wealth Management, Equity Trading, Data Analysis, Access, Corporate Finance, Trading, Alternative Investments, Accounting, Asset Management
Education
Brigham Young University 1984 — 1989
Statistics/Business
Holmdel High School
Jared Hernandez's Merrill Lynch Experience July 1987 - June 1994
Job Financial Advisor, Vice PresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 1998 - Present
Merrill Lynch July 1987 - June 1994
Education
Brigham Young University 1973 — 1977
Business
Wells Fargo Advisors, LLC November 1998 - Present
Merrill Lynch July 1987 - June 1994
Education
Brigham Young University 1973 — 1977
Business
Scott Hullinger's Merrill Lynch Experience December 2002 - Present
Job FInancial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2002 - Present
Education
BYU 1991 — 1996
Master's degree, Accounting and Finance
Merrill Lynch December 2002 - Present
Education
BYU 1991 — 1996
Master's degree, Accounting and Finance
Don Bentley's Merrill Lynch Experience January 1997 - December 2006
Job Owner Fleet Feet Sports in American Fork, Utah
Industry Sporting Goods
Experience
Self-employed October 2006 - Present
Merrill Lynch January 1997 - December 2006
Skills
Customer Service, Marketing, Social Media Marketing
Education
Brigham Young University 1983 — 1986
Masters of Accountancy, Accounting
Self-employed October 2006 - Present
Merrill Lynch January 1997 - December 2006
Skills
Customer Service, Marketing, Social Media Marketing
Education
Brigham Young University 1983 — 1986
Masters of Accountancy, Accounting
Darren Durbin's Merrill Lynch Experience December 2001 - June 2003
Job Audit CoordinatorFinancial Accountant at CH2M WG Idaho, LLC (CWI)
Industry Accounting
Experience
CH2M - WG - Idaho, LLC (CWI) October 2006 - Present
NCUA July 2003 - October 2006
Merrill Lynch December 2001 - June 2003
Skills
18 Years experience in..., Chairman of the board...
Education
Colorado Technical University-Online 2009 — 2010
Master of Business Administration (MBA), Finance, General
Idaho State University 1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
Brigham Young University 1992 — 1993
CH2M - WG - Idaho, LLC (CWI) October 2006 - Present
NCUA July 2003 - October 2006
Merrill Lynch December 2001 - June 2003
Skills
18 Years experience in..., Chairman of the board...
Education
Colorado Technical University-Online 2009 — 2010
Master of Business Administration (MBA), Finance, General
Idaho State University 1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
Brigham Young University 1992 — 1993
Brett Floyd's Merrill Lynch Experience September 1983 - October 2013
Job Senior Financial Advisor at Wells Fargo Advisors, LLC Senior Vice President Investments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2013 - Present
Merrill Lynch September 1983 - October 2013
Skills
Asset Allocation, Investments, Retirement Planning, Deferred Compensation..., Retirement Plan (401k)..., Business Owner Planning..., Multi-generational..., Financial Advisory, Deferred Compensation, Financial Analysis, Insurance, Strategi Planning, Retirement Savings, Financial Services, Investment Strategies, Securities, Wealth Preservation..., Management, Leadership, Finance, Team Building
Education
Brigham Young University - Marriott School of Business 1980 — 1983
Bachelor's Degree, Business Management and Finance
Brigham Young University - Idaho 1979 — 1980
Business Administration and Management, General
Brigham Young University - Idaho 1976 — 1977
General Studies
Bonneville High School 1972 — 1976
High School
Wells Fargo Advisors, LLC October 2013 - Present
Merrill Lynch September 1983 - October 2013
Skills
Asset Allocation, Investments, Retirement Planning, Deferred Compensation..., Retirement Plan (401k)..., Business Owner Planning..., Multi-generational..., Financial Advisory, Deferred Compensation, Financial Analysis, Insurance, Strategi Planning, Retirement Savings, Financial Services, Investment Strategies, Securities, Wealth Preservation..., Management, Leadership, Finance, Team Building
Education
Brigham Young University - Marriott School of Business 1980 — 1983
Bachelor's Degree, Business Management and Finance
Brigham Young University - Idaho 1979 — 1980
Business Administration and Management, General
Brigham Young University - Idaho 1976 — 1977
General Studies
Bonneville High School 1972 — 1976
High School
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank