Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
JP Morgan Asset Management April 2013 - Present
KPMG US April 2012 - April 2013
KPMG US September 2009 - April 2012
Merrill Lynch August 2007 - December 2007
University of Southern California August 2006 - May 2007
Skills
Real Estate, Commercial Real Estate, Real Estate Transactions, Real Estate Due..., Real Estate Development, Financial Analysis, Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, MRI Software
Education
University of Southern California 2005 — 2009
Bachelor of Science (BS)
Merrill Lynch May 2015 - Present
Stroock & Stroock & Lavan LLP May 2015 - Present
Blue Angels Youth Ski and Snowboard Program December 2008 - Present
Thomas Safran & Associates May 2014 - August 2014
Voyager Management LLC May 2011 - August 2013
Skills
Public Speaking, Golf, Web Design, Investments, Microsoft Excel, Social Skills, Long Distance Running, Basketball, Snowboarding, Billiards, Event Planning, Microsoft Office
Education
USC Marshall School of Business 2012 — 2016
Sierra Canyon School 2011 — 2012
High School, Senior
University of Southern California
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Merrill Lynch August 2013 - November 2013
AXA Advisors January 2013 - May 2013
Tanner's July 2008 - December 2010
Biba Insurance Services June 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, QuickBooks, Financial Accounting, Bilingual, Microsoft Dynamics, New Business Development, Business Development, Relationship Developer, CRM, Investment Banking, Equities, Securities, Leadership
Education
University of Southern California 2012 — 2015
Bachelor of Science (B.S.), Business Administration
University of Southern California 2012 — 2015
Bachelor of Science (B.S.), Accounting
Wells Fargo Advisors, LLC July 2011 - Present
Merrill Lynch October 2009 - July 2011
Bank of America April 2003 - October 2009
Smith Barney June 1998 - April 2003
Skills
Investments, Insurance, Finance, Retirement Planning, Asset Allocation, Mutual Funds, Investment Advisory, Portfolio Management, Strategic Financial..., Retirement, Investment Strategies, Financial Advisory
Education
University of Southern California
Bachelor's of Science
Laguna Beach High
State Farm October 2014 - Present
Ameriprise Financial Services, Inc. September 2002 - September 2014
Merrill Lynch September 2000 - September 2002
Skills
Property & Casualty..., Life Insurance, Mutual Funds, 529 Plans, 401k, 401k Rollovers, Equities, Insurance, Investment Strategies, Retirement Planning, Retirement
Education
University of Southern California 1985 — 1989
BSEE, Electrical Engineering
Merrill Lynch September 2007 - Present
Arkad Holdings LLC / FineArt.com January 2003 - September 2007
Roth Capital 2001 - 2003
Affinity Investment Advisors 1996 - 2001
Skills
Portfolio Management, Business Planning, 401k, 401k Rollovers, Deferred Compensation, Non-Qualified Deferred..., Cash Management, Small Business, Management, Due Diligence, Financial Analysis, Entrepreneurship, Wealth Management, Securities, Finance, Investments, Corporate Finance, Strategy, Financial Services, Losses, Strategic Financial..., Investment Banking, Forecasting, Underwriting, Retirement, Investor Relations, Business Valuation, Equities, Business Development, Retirement Planning, Credit Analysis, Insurance, Relationship Management, Financial Modeling, Asset Management, Mergers, Financial Reporting, Mortgage Lending, Mergers & Acquisitions, Start-ups, Valuation, Estate Planning, Restructuring, Risk Management, Commercial Lending, Collaborative Leadership, Financial Structuring, Venture Capital, Loans, Managerial Finance
Education
University of Southern California 1985 — 1989
BS
University of Southern California - Marshall School of Business 1985 — 1989
Bus Adm
Newport Harbor
PwC July 2013 - Present
PricewaterhouseCoopers June 2012 - August 2012
Overseas Chinese Banking Corporation May 2011 - September 2011
Merrill Lynch January 2010 - January 2011
Skills
Microsoft Office, Economics, Microsoft Excel, PowerPoint, Financial Analysis, Access, Accounting, Data Analysis, Analysis, Microsoft Word, Valuation, Budgets, QuickBooks, Market Research, Financial Modeling
Education
University of Southern California 2009 — 2013
Bachelor of Science (BS), Accounting
University of Southern California - Marshall School of Business 2009 — 2013
Bachelor of Science (BS), Finance
Triage Consulting Group April 2014 - Present
Triage Consulting Group May 2014 - Present
Triage Consulting Group July 2012 - April 2014
SME Entertainment Group January 2012 - January 2013
SKS Innovating People LTD June 2011 - August 2011
UMCA Sports May 2010 - June 2011
Merrill Lynch September 2009 - December 2009
Skills
Microsoft Excel, Social Media, PowerPoint, Data Analysis, Social Networking, Microsoft Word, Social Media Marketing, Research, Management, Leadership, Marketing Strategy, Sales, CRM, Business Development, Process Improvement, Facebook, Program Management
Education
University of Southern California - Marshall School of Business 2008 — 2012
B/S, Business Administration
Orange High School
University of Southern California
Human Longevity, Inc. August 2015 - Present
Claremont McKenna College 2012 - Present
Human Longevity, Inc. February 2014 - July 2015
Perot Systems 2003 - 2005
Merrill Lynch 1998 - 2002
GE Capital 1996 - 1998
Accenture 1981 - 1992
Education
University of Southern California 1977 — 1981
Bachelor of Science (BS), Finance and Business Administration
City National Bank June 2015 - Present
University of Southern California August 2012 - Present
Merrill Lynch June 2014 - August 2014
Frogg Pond Dive Shop May 2013 - August 2013
Lake Forest Parks and Recreation May 2013 - August 2013
Lake Forest Landmark Development Company May 2011 - August 2011
Skills
Healthcare, Pharmaceutical Industry, Sales, Leadership, Team Leadership, Marketing, Management, Strategic Planning, Marketing Strategy, Business Strategy, Business Development, Lifesciences, PowerPoint, Microsoft Excel, Outlook
Education
University of Southern California 2012 — 2016
Bachelors, Health Promotion and Disease Prevention
Metro Goldwyn Mayer May 2011 - Present
Fox Filmed Entertainment October 2010 - April 2011
US Bank September 2008 - July 2009
Merrill Lynch February 2007 - August 2007
Skills
Corporate Finance, Investment Management, Financial Modeling, Financial Analysis, Valuation, Finance, Mergers, Portfolio Management, Investments, Strategic Financial..., Due Diligence, Accounting, Data Analysis, Economics, Financial Reporting, Budgets, Business Planning, Strategic Planning, Analysis, Mergers & Acquisitions, Forecasting, Analytics, Leadership, Competitive Analysis, Strategy, Entrepreneurship, Market Research, Essbase, SAP, Microstrategy, Crystal Reports, Business Strategy, Account Reconciliation, Program Management, Variance Analysis, Cash Flow, Digital Media, Private Equity, Business Analysis, Business Valuation, Risk Management, Access, Asset Management, Cash Management, Management, Microsoft Excel, Marketing Strategy
Education
Pepperdine University, Graziadio School of Business and Management 2009 — 2011
Master, Business Administration
University of Southern California 2005 — 2008
Bachelor of Science, Finance
Merrill Lynch August 2014 - Present
Ernst & Young LLP September 2011 - August 2014
The Walt Disney Company June 2010 - August 2010
Skills
US GAAP, GAAP, SEC filings, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Accounting, Accounting, Financial Reporting, CPA, Financial Analysis
Education
University of Southern California 2007 — 2011
Bachelor's degree, Accounting
Innovo Property Group March 2015 - Present
The Praedium Group September 2013 - March 2015
Barclays Investment Bank June 2011 - September 2013
Barclays Investment Bank June 2010 - August 2010
Merrill Lynch January 2009 - May 2009
Skills
Financial Markets, Asset Management, Alternative Investments, M&A experience, Credit Analysis, Banking, Finance, Leveraged Finance
Education
University of Southern California 2007 — 2011
Bachelor of Science (B.S.), Business Administration
Roslyn High School 2003 — 2007
J.P. Morgan July 2014 - Present
J.P. Morgan September 2012 - June 2014
US Trust, Bank of America Private Wealth Management July 2011 - September 2012
U.S. Trust, Bank of America Private Wealth Management June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Spyglass Entertainment June 2009 - August 2009
Education
University of Southern California 2007 — 2011
BS, Business Administration
Merrill Lynch April 2011 - Present
Education
University of Southern California 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
St. Stephen's Episcopal High School 2002 — 2006
High School Deploma
JIC Magic June 2013 - Present
Merrill Lynch June 2012 - August 2012
American Planning Group (APG) and Financial Network Investment Corporation (FNIC) May 2010 - August 2010
Valley Hunt Club June 2006 - August 2009
Skills
Matlab, Solidworks, Solid Edge, Microsoft Excel, Microsoft Word, PowerPoint, NI LabVIEW, Morningstar, Dynamics, Fluid Mechanics, Physics, Calculus, Heat Transfer, SolidWorks, Microsoft PowerPoint
Education
University of Southern California 2013 — 2014
Master's degree, Product Development Engineering
University of Southern California 2009 — 2013
Bachelor of Science (B.S.), Mechanical Engineering
PACE Funding Group LLC June 2014 - Present
Beacon Hill Capital LLC May 2012 - Present
SunEdison December 2010 - February 2012
Ready Solar March 2007 - December 2010
Merrill Lynch December 2003 - March 2005
Merrill Lynch April 2002 - November 2003
Bank of America June 1984 - April 2000
JPMorgan Chase June 1982 - March 1984
Skills
Renewable Energy, Alternative Energy, Project Finance, Cleantech, Solar Energy, Mergers, Mergers & Acquisitions, Portfolio Management, Private Equity, Start-ups, Investments, Capital Markets, Business Development, Photovoltaics, Strategy, Management, Venture Capital, Finance, Financial Structuring, Financial Services, Entrepreneurship, Equities, Business Planning, Corporate Development, Corporate Law, New Business Development
Education
University of Southern California 1991 — 1993
MBA, General Management/Finance
Eagle Home Mortgage/Universal American Mortgage Company September 2010 - Present
Greater Seattle Business Association September 2009 - August 2010
JP Morgan Chase October 2008 - June 2009
Washington Mutual February 2006 - September 2008
Countrywide Home Loans March 2000 - January 2006
Countrywide Home Loans January 1998 - February 2000
Countrywide Home Loans December 1995 - December 1997
Fred Sands Realtors April 1989 - November 1995
Merrill Lynch June 1987 - March 1989
Jon Douglas Company December 1986 - May 1987
Skills
Marketing Strategy, Business-to-Business..., Consumer Direct..., Customer Acquisition, Integrated Marketing, Retail, Product Launches, Budgeting, Marketing Communications, Relationship Marketing, Multi-channel Marketing, Direct Mail, Direct Marketing, Strategic Partnerships, Analytics, Lead Generation, Online Marketing, Customer Experience, Social Media Marketing, Competitive Analysis, Product Marketing, B2B, Cross-functional Team..., Customer Relations, CRM, Marketing, Strategy, Customer Service, Budgets, Market Research, Online Advertising, Mobile Marketing, Management, Strategic Planning, Salesforce.com, B2B Marketing, Training, Brand Management, Product Launch, Business Development, Brand Development, Negotiation, Public Relations, Leadership, Corporate Branding, Sales, Advertising
Education
University of Washington, Michael G. Foster School of Business 2010 — 2012
Executive MBA, Business Administration
University of Washington 2010 — 2010
Certificate, Advanced Interactive Marketing
University of Southern California - Marshall School of Business 1997 — 1997
Advanced Management Development Program, Leadership
University of Southern California 1982 — 1986
Bachelor of Arts, School of Journalism
J.P. Morgan June 2015 - July 2015
USC Marshall School of Business August 2014 - May 2015
SVB Financial Group June 2014 - August 2014
Merrill Lynch January 2014 - April 2014
Skills
Financial Modeling, Financial Statement..., DCF Valuation, Microsoft Excel, Capital IQ, Bloomberg Terminal, PowerPoint, Research, Leadership
Education
University of Southern California 2012 — 2016
Bachelor of Science (BS), Business Administration and Management, General
Merrill Lynch September 2011 - Present
Bank of America August 2007 - September 2011
Wells Fargo May 2003 - June 2007
Wells Fargo January 2003 - May 2003
Wells Fargo March 2002 - January 2003
Skills
Series 7, Series 66, Wealth Management, Equities, Fixed Income, Banking, Asset Managment, Loans, Strategic Planning, Financial Modeling, Capital Markets, Valuation, Business Development, Microsoft Excel, Risk Management, Process Improvement, Asset Management, Mortgage Lending, Business Analysis, Uniform Combined State..., Financial Analysis, Portfolio Management, Finance, Management, Credit Analysis, Leadership, Loan Origination, Competitive Analysis, Relationship Management, Credit, Underwriting, Corporate Finance, Strategic Financial..., Mortgage Banking, Budgets, Financial Services, Analysis, Investments, Financial Planning
Education
University of Southern California 1998 — 2001
B.A., Economics
University of Southern California - Marshall School of Business 1998 — 1999
Minor, Business Administration
Carrington Holding Company, LLC February 2015 - Present
Carrington Holding Company, LLC August 2014 - February 2015
Merrill Lynch April 2013 - August 2014
USC Hospitality September 2012 - May 2013
Quicksilver January 2013 - March 2013
Paige Denim September 2012 - December 2012
Alchemy Entertainment/Ninjas Runnin Wild January 2012 - May 2012
Skills
Marketing, Social Networking, Facebook, Social Media Marketing, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Public Relations, Advertising, Customer Service, Event Planning, Microsoft Office, Leadership, Outlook, Salesforce.com, Spanish, iMovie, Sales, Market Research, Event Management, Marketing Communications, Public Speaking, Marketing Strategy, Teamwork, Time Management, Fundraising, Research, Business Development
Education
University of Southern California 2010 — 2013
Bachelor's degree, International Relations and Affairs
Aon Risk Solutions February 2015 - Present
Aon Risk Solutions June 2013 - Present
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, RFP Design, Risk Assessment, Spend Management
Education
University of Southern California 2011 — 2015
Bachelor of Arts (BA), International Relations Global Business
Bristol-Myers Squibb July 2015 - Present
USC Norris Cancer Hospital March 2014 - May 2015
USC Hospital Plaza Pharmacy October 2012 - May 2015
FDA August 2014 - October 2014
Los Angeles County Department of Health Services June 2012 - August 2014
SelectHealth June 2013 - October 2013
Public Financial Management September 2010 - January 2011
Kuwahara CPA May 2008 - August 2010
Merrill Lynch May 2007 - August 2007
Skills
Pharmaceutical Industry, Managed Care, Teamwork, Hospitals, Research, Biotechnology, Clinical Research, Microsoft Office, Data Analysis, Public Speaking
Education
University of Southern California 2011 — 2015
Doctor of Pharmacy (Pharm.D.)
University of Southern California 2012 — 2015
Master's in Regulatory Science and Drug Development
Wesleyan University 2005 — 2009
Bachelor of Arts (B.A.), Economics, Molecular Biology & Biochemistry
Barclays Investment Bank June 2015 - August 2015
Lumonarch August 2013 - October 2014
Telos Advisors June 2014 - August 2014
Merrill Lynch August 2013 - December 2013
Skills
Microsoft Excel, Japanese, PowerPoint, Java, QuickBooks, Financial Accounting, Financial Analysis, Finance, Investment Banking, Financial Modeling, Leadership, Valuation, Data Analysis
Education
University of Southern California
Bachelor of Science (BS), Business Administration, Major GPA: 3.7
Cupertino High School
HSBC June 2015 - August 2015
Merrill Lynch March 2014 - August 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Windows, Public Speaking, Microsoft Excel, Access, Data Entry, Leadership, Financial Analysis, Teamwork, Facebook
Education
University of Southern California 2013 — 2016
Bachelor of Science (BS)
Leland High School 2009 — 2013
High School
USC Viterbi School of Engineering August 2013 - Present
USC Viterbi School of Engineering December 2013 - Present
Merrill Lynch 2015 - Present
Tudor, Pickering, Holt & Co. June 2014 - July 2014
UC Davis January 2011 - June 2013
Skills
Python, Matlab, Entrepreneurship, Foreign Languages, Leadership, Data Analysis, Public Speaking
Education
University of Southern California 2013 — 2017
Bachelor of Science (B.S.), Industrial & Systems Engineering (Computer Science Emphasis)
Davis Senior High School
Saint Jean de Passy, Paris
Scuola Leonardo Da Vinci, Florence
Scuola Statale Italiana di Madrid, Madrid
Beacon Pointe Advisors September 2014 - Present
Global Hunter Securities 2013 - 2014
Barclays 2008 - 2013
Lehman Brothers 2007 - 2008
Merrill Lynch 2003 - 2007
Bear Stearns 2000 - 2003
Pacific Gas and Electric Company 1999 - 2000
Coastal Corporation 1994 - 1998
Skills
Investment Advisory, Asset Allocation, Series 63, Wealth Management, Securities, Investment Strategies, Fixed Income, Alternative Investments, Series 7, Asset Management, Portfolio Management, Investments, Hedge Funds, Commodity, Equities
Education
University of Southern California 1986 — 1991
Torrey Pines High School 1983 — 1986
Federated MDT Advisers July 2013 - Present
Merrill Lynch September 2012 - March 2013
University of Southern California August 2008 - September 2012
Skills
Investments, Financial Analysis, Valuation, Mutual Funds, Equities, Asset Allocation, Capital Markets, Portfolio Management, Budgets, Asset Management, Finance, Series 7, Wealth Management, Bloomberg Terminal
Education
University of Southern California 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
City National Bank January 2014 - Present
Northwestern Mutual July 2013 - January 2014
Merrill Lynch November 2010 - April 2012
Self Employed November 2008 - October 2010
Countrywide Bank July 2007 - October 2008
Countrywide Financial Corporation November 2005 - July 2007
Countrywide Securities Corporation September 2003 - October 2005
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg Terminal, Portfolio Management, Financial Modeling, Financial Analysis, Financial Markets, Trading, Valuation, Fixed Income, Bloomberg, Capital Markets, Finance, Investments, Corporate Finance, Wealth Management, Investment Management, Equities
Education
University of Southern California 2000 — 2003
BA, Economics
Yahoo! 2009 - Present
Merrill Lynch 2007 - 2009
Skills
Investment Banking, Strategic M&A, Corporate Development, Financial Modeling, Venture Capital, Valuation, Mergers, Corporate Finance, Financial Analysis, Analytics, Due Diligence, M&A experience, Emerging Markets, Strategic Partnerships, Private Equity, Start-ups, Competitive Analysis, Business Strategy, Acquisition Integration, Finance, Digital Media, Strategy, Mergers, Mergers & Acquisitions
Education
University of Southern California
Marshall School of Business, Bachelor of Science in Business Administration with emphasis in Finance
Morgan Stanley August 2015 - Present
Morgan Stanley September 2014 - July 2015
RBC Capital Markets July 2013 - September 2014
USC Campus Activities January 2011 - May 2013
RBC Capital Markets June 2012 - August 2012
Wedbush Securities May 2011 - August 2011
USC Athletic Department September 2010 - June 2011
Merrill Lynch January 2011 - May 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Valuation, Social Media, Corporate Finance, Bloomberg, Data Analysis, Public Speaking, Microsoft Word, Finance, Leadership
Education
University of Southern California 2009 — 2013
Bachelor of Science (B.S.), Business
Crossroads Capital Advisors April 2012 - Present
Cornerstone Real Estate Funds April 2009 - April 2011
AIG SunAmerica January 2008 - April 2009
Allianz March 2007 - January 2008
Merrill Lynch July 2006 - March 2007
Nationwide Financial January 2001 - July 2006
Transamerica October 1998 - October 2000
Manulife Wood Logan Associates November 1995 - October 1998
Skills
Securities
Education
University of Southern California 1991 — 1994
bachelor of science, Finance
Globanet November 1996 - Present
Merrill Lynch September 1995 - June 1997
Citibank June 1994 - September 1995
Diocese of the Armenian Church of America January 1993 - June 1994
Skills
Email Archiving, Enterprise Vault, Software Product..., Messaging, High Availability, Management, Professional Services, System Deployment, Program Management, Enterprise Software, Vendor Management, Networking, Enterprise Architecture, Disaster Recovery, Architecture, Strategic Partnerships, Team Building, Enterprise Storage, Solution Selling, Consulting, Mergers & Acquisitions, Microsoft Technologies, Budgets, Integrated Marketing
Education
University of Southern California 1987 — 1991
BS, Civil Engineering
Molotov Cocktail Litzine July 2014 - Present
Le Noir Bleu January 2014 - Present
Self March 2013 - Present
Spinning Platters April 2013 - October 2013
San Francisco State University July 2013 - July 2013
Angel Wished Designs July 2001 - January 2008
No-Fi Magazine April 2002 - June 2005
Merrill Lynch January 2000 - October 2001
Discovery The Staffing Specialists April 1997 - December 1999
Black Rose Cafe April 1995 - December 1996
Skills
Creative Writing, Sales, Office Administration, Pop Culture, Management, Long-term Customer..., Public Speaking, Acting, Creativity, Interpersonal Savvy, Entertainment, Music, Photography, Advertising, Film, Writing, Editing, Web Content, Public Relations, Blogging, Research, Journalism, Social Media, Facebook, Freelance Writing, Microsoft Office, Proofreading, Theatre, Copywriting, Copy Editing, Art
Education
Pacific University 2010 — 2013
Master of Fine Arts (MFA), Creative Writing
University of Southern California 2005 — 2008
Bachelor of Arts (B.A.), Creative Writing, Theatre, 3.8
Joanne Baron DW Brown School 1997 — 1999
Acting
PwC August 2012 - Present
SBE Entertainment February 2012 - July 2012
BCBG Max Azria August 2011 - December 2011
Merrill Lynch March 2011 - May 2011
Beitler Commercial Realty Services June 2010 - August 2010
Skills
Accounting, Financial Accounting, Financial Reporting, Corporate Finance, Financial Analysis, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Statements, General Ledger, Internal Audit, US GAAP, Microsoft Excel, Account Reconciliation, Accounts Payable, Access, CPA, PowerPoint
Education
University of Southern California 2009 — 2011
B.S., Accounting
University of Southern California - Marshall School of Business 2009 — 2011
B.S., Business Administration
Taylor Advisory Group July 2005 - Present
CONSECO Insurance Companies June 1996 - July 2005
Merrill Lynch January 1990 - March 1992
John Hancock Life Insurance Company (U.S.A.) September 1980 - January 1990
The Equitable Life Insurance Company of the United States March 1977 - September 1980
IBM May 1969 - March 1977
Pacific Telephone&Telegraph Co September 1964 - May 1969
Skills
Finanical Planning, Estate Planning, Insurance
Education
University of Southern California 1984 — 1986
Financial Planning, Financial Planning
West Philadelphia High School, Philadelphia, PA
Wild Hair Media March 2011 - Present
Arenda Capital Management 2010 - Present
Merrill Lynch August 2008 - August 2009
Miami Dolphins May 2005 - May 2007
Skills
Sports, Real Estate, Marketing, Marketing Strategy, Financial Analysis, Social Media, Public Speaking, New Business Development, Strategic Planning, Asset Managment, Sales, Event Management, Sales Management, Business Development, Leadership, Strategy, Start-ups, Entrepreneurship, Social Networking, Social Media Marketing, Marketing Communications, Digital Media, Public Relations, Fundraising, Event Planning, Sports Marketing, Brand Development, Asset Management
Education
University of Southern California 2000 — 2004
Social Science History
harvard westlake 1998 — 2000
Merrill Lynch December 2004 - Present
Skills
Retirement Planning, Investment Management, Strategic Financial..., Investments, Wealth Management, Financial Analysis, Banking, Series 7, Finance, Strategic Planning, Mutual Funds, Retirement, Asset Allocation, Portfolio Management, Alternative Investments, Investment Strategies, Investment Advisory, Asset Management, Securities, Fixed Income, Financial Planning
Education
University of Southern California 1988 — 1992
Bachelors
University of California, Berkeley Extension 2006 — 2009
Certificate
PricewaterhouseCoopers July 2015 - Present
USC Residential Education August 2013 - May 2015
PricewaterhouseCoopers June 2014 - August 2014
Nestle USA June 2013 - August 2013
Merrill Lynch April 2013 - June 2013
USC ITS Customer Support Center February 2013 - April 2013
Brookstone May 2012 - December 2012
Los Angeles Department of Transportation May 2012 - August 2012
Gartunes Inc November 2011 - April 2012
Trojan Newspaper August 2011 - April 2012
Skills
Social Media, Microsoft Office, PowerPoint, Marketing, Market Research, Microsoft Excel, Qualtrics, Microsoft Word, Process Improvement, Internal & External..., Organizational..., Financial Accounting, Management, Spanish
Education
University of Southern California 2011 — 2015
Bachelor of Science, Business Administration and Accounting
Arcadia High School 2008 — 2011
KPMG September 2011 - Present
Union Bank October 2010 - July 2011
Merrill Lynch September 2010 - October 2010
AXA Advisors May 2010 - August 2010
Suzhou Ventures Group July 2008 - August 2008
Skills
SAS, Quantitative Finance, Financial Modeling, Bloomberg, Derivatives, Fixed Income, Risk Management, Market Risk, Credit Risk, Valuation
Education
University of Southern California 2009 — 2010
Master, Mathematical Finance
AHC Metro Realty Funds September 2011 - Present
William Blair & Company, LLC. October 2006 - September 2011
Merrill Lynch December 2003 - September 2006
Skills
Venture Capital, Mutual Funds, Series 7, Trading, Alternative Investments, Portfolio Management, Equities, Investments, Asset Allocation, Asset Management
Education
University of Southern California 1999 — 2003
New Trier High School 1995 — 1999
LA Fitness 2011 - Present
Standard Technology, Inc. August 2009 - October 2011
American States Utilities March 2008 - October 2008
Raytheon March 2007 - September 2007
Tecolote Research, Inc. May 2001 - July 2007
Merrill Lynch 2000 - 2000
Education
University of Southern California 1998 — 2001
Bachelor of Business Administration (B.B.A.), Emphasis in Finance
Intuit August 2012 - Present
BlackRock December 2009 - August 2012
Barclays Global Investors February 2008 - November 2009
Barclays Global Investors June 2006 - January 2008
Gap Inc. June 2005 - June 2006
Merrill Lynch 1998 - 1999
Skills
Strategic Financial..., Business Strategy, Business Process..., Strategic Partnerships, Business Analytics, Financial Forecasting
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA, Finance
University of Southern California 1995 — 1997
BS - Public Policy and Management
Open to New Opportunities 2010 - Present
cohenconsulting October 2009 - Present
Wells Fargo Advisors (formerly Wachovia Securities) January 2007 - October 2009
Morgan Stanley - Consulting Services Group June 1999 - April 2006
Morgan Stanley March 2003 - January 2004
Merrill Lynch January 1987 - January 1998
Equitable Investment Management September 1983 - January 1986
Skills
Investments, Strategic Financial..., Business Development, Sales Management, Business Planning, Sales, Team Leadership, Public Speaking, Sales Presentations, Campaigns, Mutual Funds, Managed Money, Wealth Management, Asset Managment, Series 7, Series 63, Portfolio Management, Securities, Financial Services, Strategic Planning
Education
Vanderbilt University - Owen Graduate School of Management
MBA, Marketing and Finance
University of Southern California
BA, Social Psychology
Lakewood (NJ) High School
diploma
Deloitte February 2008 - Present
Deloitte April 1999 - January 2008
Merrill Lynch March 1997 - March 1999
Paine Webber March 1995 - March 1997
Merrill Lynch January 1994 - January 1995
Smith Barney May 1992 - December 1993
Education
University of Southern California 1988 — 1992
BA, Economics
Campolindo High School 1984 — 1988
Merrill Lynch March 2015 - Present
Peak Corporate Network October 2014 - February 2015
PeacePlayers International November 2013 - June 2014
Maccabi Tel-Aviv Basketball Club October 2013 - June 2014
Euroleague Basketball August 2002 - June 2014
Annenberg TV News November 2012 - April 2013
KXSC Los Angeles Radio December 2012 - February 2013
Skills
Sports, Basketball, Scouting, Sports Marketing, Sports Management, Athletics, Basketball Coaching, Social Media, Public Speaking, Coaching, Event Management, Sponsorship, Athletic Training, Sports Psychology, Strategic Planning, Sports Writing, Professional Sports, Player Development, Fitness, Athletic Administration, Intercollegiate..., Radio, Broadcast, Radio Broadcasting, Camps
Education
University of Southern California 1998 — 2013
Bachelor of Arts (B.A.), Sociology
RealEstateExpress.com 2013 — 2014
Real Estate Principles, Practice and Finance
Guggenheim Partners June 2014 - Present
J.P. Morgan February 2010 - June 2014
Chase February 2008 - February 2010
J.P. Morgan June 2006 - February 2008
CBRE May 2005 - August 2005
Merrill Lynch May 2004 - August 2004
CBRE May 2003 - August 2003
Davis Elen Advertising June 2002 - August 2002
Education
University of Southern California 2002 — 2006
B.S., Business Administration
University of Southern California - Marshall School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Global Management & Entrepreneurship
El Modena High School 1998 — 2002
Stratalux June 2015 - Present
The Pilates Body September 2014 - March 2015
MWO LLC May 2010 - August 2014
Keller Willams Realty September 2009 - April 2010
Angeleno magazine November 2008 - January 2009
Nordstrom May 2006 - August 2007
Merrill Lynch January 2007 - March 2007
ABC Television September 2006 - November 2006
Solters and Digney Public Relations October 2005 - March 2006
Skills
Press Releases, Editing, Research, Social Media, Customer Service, Real Estate, Marketing, Social Media Marketing, Sellers, Facebook, Event Planning, Sales, Microsoft Office, Public Speaking, Management, Digital Marketing, Social Networking
Education
University of Southern California 2004 — 2008
B.A., Communication
WeWork June 2015 - Present
Merrill Lynch June 2014 - May 2015
Bank of America Merrill Lynch June 2012 - June 2014
University of Southern California March 2011 - May 2012
Bank of America June 2011 - August 2011
Skills
Financial Analysis, Leadership, Data Analysis, Finance, Strategy, Financial Modeling, Teamwork, Social Media, Analysis, Microsoft Excel, Business Development, PowerPoint, Public Speaking, Builds Relationships, Leadership Development, Recruiting, Project Management, Management, Strategic Planning
Education
University of Southern California 2008 — 2012
Bachelor of Science (B.S.), Engineering, Business Minor
Viterbi Engineering Overseas Program 2010 — 2010
B.S, Engineering
Diamond Bar High School 2004 — 2008
Diploma
Red Bull July 2013 - June 2014
USC Marshall School of Business August 2012 - May 2013
USC Marshall School of Business August 2012 - December 2012
Merrill Lynch February 2012 - May 2012
Skills
Financial Analysis, Data Analysis, Microsoft Excel, SAP, Access, GIS Application, ERP, Business Intelligence..., Nielsen Data, Financial Modeling, PowerPoint, Microsoft Office, Accounting, Microsoft Word, Corporate Finance, Valuation, Statistics, Finance, Research, SEM, Google Adwords, SAP CRM
Education
University of Southern California 2011 — 2013
Bachelor of Science, Business Administration
Merrill Lynch April 2013 - April 2014
Merrill Lynch January 2013 - April 2013
Interscope Records January 2012 - April 2012
Jviation May 2011 - August 2011
Skills
Investments, Wealth Management, Portfolio Management, Microsoft Excel, Economics, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Business Development, Financial Modeling, Bloomberg, Social Media Marketing, Social Media, Event Planning, Social Networking, Facebook, Event Management, Marketing, Research
Education
University of Southern California 2009 — 2013
BA, Economics
BlackRock June 2013 - Present
Merrill Lynch January 2012 - May 2012
USC Marshall School of Business June 2011 - August 2011
USC Gould School of Law June 2010 - August 2011
Universal Music Group January 2011 - April 2011
Harbour Outdoor June 2010 - August 2010
Skills
Research, Social Media, PowerPoint, Business Development, Microsoft Office, Customer Service, Microsoft Excel, Marketing Strategy, Entrepreneurship, Analysis, Social Networking, Financial Modeling, Series 7, Series 63, Series 65, Separately Managed..., Asset Management, Securities, Portfolio Management, Asset Allocation, Equities, Fixed Income, Risk Management, Mutual Funds, ETFs, Finance, Financial Analysis, Microsoft Word, Investments, Data Analysis
Education
University of Southern California 2009 — 2013
Bachelor of Business Administration (B.B.A.)
University of Southern California - Marshall School of Business 2009 — 2013
Business Administration
Mercer July 2015 - Present
Merrill Lynch August 2014 - November 2014
UBS June 2013 - December 2013
University Gateway Apartments April 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Leadership, Microsoft Word, Customer Service, Social Media, Market Research, Accounting, Financial Modeling, DCF Valuation, Business Writing, Equity Research, PowerPoint
Education
University of Southern California 2011 — 2015
Bachelor of Science (BS), Business Administration and Economics, Magna Cum Laude
Citi June 2015 - Present
HRC Management Company, LLC June 2014 - April 2015
Merrill Lynch October 2012 - January 2014
Acclarent June 2012 - August 2012
Vivo Capital December 2011 - January 2012
Vivo Capital June 2011 - July 2011
CALMAT University June 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Facebook, Marketing, Analysis, Accounting, Banking, Research, Investments
Education
University of Southern California 2011 — 2015
Business Administration
Mindshare November 2014 - Present
Butler, Shine, Stern & Partners August 2014 - November 2014
Butler, Shine, Stern & Partners May 2013 - August 2014
NBCUniversal, Inc. September 2012 - December 2012
Merrill Lynch January 2012 - May 2012
MaxMara June 2011 - December 2011
Bloomingdale's January 2011 - June 2011
Levi Strauss & Co. June 2010 - August 2010
Skills
Photoshop, Mac OS X, Microsoft Office, Facebook, Strategic Planning, Marketing Strategy, Event Management, Social Media, Public Relations, Creative Strategy, Goal-oriented..., Writing, Fashion, Editing
Education
University of Southern California 2008 — 2013
Bachelor of Arts (B.A.), Public Relations
Time Warner Inc. June 2013 - Present
Bank of America Merrill Lynch July 2011 - June 2013
University of Southern California November 2008 - May 2011
Bank of America Merrill Lynch June 2010 - August 2010
Merrill Lynch June 2009 - July 2009
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Microsoft Office, Financial Analysis, Valuation, Corporate Finance
Education
University of Southern California 2007 — 2011
B.S., Business Administration
University of Southern California 2007 — 2011
Bachelor's degree, Business Administration
LGN International August 2010 - Present
Merrill Lynch December 2006 - April 2008
Ameriprise Financial Services, Inc. December 2003 - August 2006
Education
University of Southern California 1983 — 1985
MBA, Accounting, Finance
Wells Fargo Advisors 1989 - 2012
Merrill Lynch 1981 - 1989
Tri-Counties Regional Center 1975 - 1981
Fluor Corporation 1970 - 1975
Skills
Management, Financial Analysis, Marketing
Education
University of Southern California 1967 — 1970
Master of Business Administration (M.B.A.)
Bank of America Merrill Lynch September 2014 - July 2015
Merrill Lynch May 1996 - August 2014
Prestige Funding Inc. February 1993 - May 1996
Skills
Wealth Management, Retirement, Estate Planning, Finance, Life Insurance, Wealth Accumulation, Insurance, Trusts, Multi-generational..., Retirement Plan..., Microsoft Office, Microsoft Excel, PowerPoint, Real Estate Financing, Real Estate, Residential Mortgages, Public Speaking, Seminar Presentations
Education
University of Southern California
Bachelor of Science (B.S.), Business Administration, Finance
Merrill Lynch October 2014 - Present
Bank of America April 2012 - October 2014
Bank of America April 2008 - March 2012
Bank of America May 2005 - March 2008
Jackson August 2002 - April 2005
Jackson April 1996 - July 2002
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Banking, Corporate Finance, Financial Reporting, Risk Management, Strategic Planning, Finance, Executive Management, Credit Analysis, Loans
Education
University of Southern California
BS, Business Administration
University of Southern California - Marshall School of Business
MBA, Business Administration and Management, General
Brightwood Capital February 2015 - Present
Brightwood Capital July 2014 - February 2015
Solar Capital Ltd February 2008 - June 2014
Merrill Lynch July 2006 - February 2008
Skills
Investment Banking, Private Equity, Investments, Leveraged Finance, Credit, Valuation, Financial Modeling
Education
University of Southern California 2002 — 2006
Bachelor of Science (B.S.), Business
City National Bank January 2010 - Present
Wells Fargo Bank July 2006 - December 2009
Merrill Lynch June 2005 - June 2006
Education
University of Southern California 1998 — 2002
The Peddie School 1994 — 1998
Bowinfar Trading Inc. 2007 - Present
E-Z Data, Inc. 2004 - 2007
E-Z Data, Inc. 2002 - 2004
Merrill Lynch 2000 - 2001
Skills
Management, CRM, Export, Enterprise Software, International Trade, Product Management, Insurance, Software Project..., Account Management, Salesforce.com, Business Intelligence, Business Analysis, Financial Services, Business Development, New Business Development, Agile Project Management, Project Management, SDLC, SaaS, Program Management, Cloud Computing
Education
University of Southern California 1997 — 2001
Communication
Schmitz & Associates, Inc. March 2010 - Present
Combined Properties July 2007 - July 2008
Merrill Lynch May 2006 - December 2006
Skills
Economic Development, Feasibility Studies, Land Use Planning, Sustainability, Policy Analysis, Public Policy, Urban Design, Urban Planning, Public Relations, Project Planning, Proposal Writing, Transportation Planning, GIS, Zoning, Land Use, Entitlements, Land Development, Real Estate Transactions, Redevelopment, Comprehensive Planning, ArcGIS, Sustainable Design, CEQA, Subdivisions, Environmental Planning, Mixed-use, Affordable Housing, Environmental Awareness, Community Development, Real Estate Development, LEED AP, Local Government, Green Building, Fundraising, Environmental Policy, Residential Homes, Sustainable Development, Analysis
Education
University of Southern California 2007 — 2008
Masters, Planning, Economic Development
University of Southern California 2003 — 2007
BS, Public Policy, Planning and Development
CBRE April 2015 - Present
Marcus and Millichap March 2014 - January 2015
Altus Group August 2011 - February 2014
Sony Pictures Entertainment June 2011 - August 2011
First Century Bank March 2011 - May 2011
Blackstone Consulting March 2008 - April 2008
Merrill Lynch 2008 - 2008
Skills
Valuation, Financial Analysis, Real Estate, Property Appraisal, Microsoft Excel, Microsoft Word, Argus DCF, Real Estate Economics, Finance, Analysis, Investments, Asset Management, Financial Modeling, Due Diligence, Strategy, Appraisals, Management
Education
University of Southern California 2006 — 2011
Bachelor of Science, Business
University of Southern California - Marshall School of Business 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
FAME Corporations April 2013 - Present
BASU Your Signing Partner July 2000 - December 2013
Sports Basement May 2011 - March 2013
Merrill Lynch August 2007 - May 2011
UBS 2006 - 2007
USC American Language Institute September 2004 - May 2006
Skills
Social Media, Microsoft Excel, Teaching, Customer Service, PowerPoint, Microsoft Office, Event Planning, Salesforce.com, Public Speaking, Microsoft Word, Sales, Marketing, Social Media Marketing, Social Networking
Education
University of Southern California 2002 — 2006
Bachelor of Arts (B.A.), International Relations and Affairs
Merrill Lynch November 1999 - Present
Education
University of Southern California 1996 — 2000
Los Angeles Police Federal Credit Union (LAPFCU) August 2015 - Present
HSBC March 2011 - Present
Chase Investment Services Corporation August 2009 - March 2011
Merrill Lynch 2007 - 2009
Skills
Portfolio Management, Wealth Management, Credit, Investments, Strategic Financial..., Retirement Planning, Banking, Asset Management, Finance, Financial Services, Risk Management, Mutual Funds, Equities, Series 7, Investment Strategies, Investment Advisory, Securities, Series 66, Life Insurance
Education
University of Southern California 2002 — 2004
Bachelor's degree, Accounting and Finance
Merrill Lynch December 2012 - Present
Morgan Stanley September 2010 - December 2012
Daystar Capital Partners, Inc January 2003 - August 2010
Skills
Entrepreneurship, Leadership, Investments, Asset Managment, Asset Management, Due Diligence, Venture Capital, Banking, Valuation, Start-ups, Wealth Management, Retirement Planning, Finance, Portfolio Management, Business Development, Financial Analysis, Loans, Financial Services, Financial Modeling, Management, Real Estate, Strategic Financial..., Strategy, Private Equity, Investment Banking, Financial Planning
Education
University of Southern California 1983 — 1986
MS, Systems Management
University of Southern California
Bachelor of Business Administration (B.B.A.)
Principal Financial Group May 2012 - Present
American - Sino Consulting December 2010 - May 2012
BNY Mellon May 2008 - December 2010
Wedbush Securities October 2004 - May 2008
City National Bank August 2002 - October 2004
A.G. Edwards & Sons, Inc. August 1996 - August 2002
Merrill Lynch May 1993 - August 1996
Crowell, Weedon & Co. January 1987 - May 1993
Dean Witter Reynolds Inc. August 1984 - January 1987
KPMG August 1982 - August 1984
Skills
Investments, Financial Services, Finance, Retirement, Management Consulting, Investment Management, Consulting, Wealth Management..., Nonprofits, Series 7, Asset Allocation, Series 63
Education
University of Southern California
BS, Business Administration
Artemis Capital Management LP / Artemis Capital Advisers LP / Artemis Vega Fund LP February 2009 - Present
Merrill Lynch February 2004 - February 2009
Wilshire Associates January 2003 - February 2004
Education
University of Southern California
BA
Morgan Stanley Smith Barney October 2009 - Present
UBS June 2004 - Present
UBS June 2004 - September 2009
Merrill Lynch December 1997 - June 2004
Education
University of Southern California 1979 — 1983
BA, Political Science
Wells Fargo Capital Finance May 2013 - Present
Moss Adams LLP October 2008 - May 2013
USC Marshall School of Business January 2008 - May 2008
Moss Adams LLP May 2007 - August 2007
Merrill Lynch May 2006 - May 2007
Rumours Boutique December 2004 - May 2007
Skills
Accounting, CPA, Assurance, Finance, Financial Reporting, SEC filings, Financial Statements, Auditing, Financial Accounting, Financial Analysis, Budgets, Financial Modeling, Leveraged Finance, LBO, Cash Flow Lending
Education
University of Southern California - Marshall School of Business 2004 — 2008
BS, Business Administration - Corporate Finance
University of Southern California 2004 — 2008
BS, Accounting
Oracle February 2015 - Present
Oracle July 2014 - February 2015
Oracle March 2014 - July 2014
Merrill Lynch September 2012 - December 2013
Nai Hsueh for Santa Clara Valley Water District Board of Directors August 2012 - November 2012
Gavin Newsom for CA Lieutenant Governor September 2010 - November 2010
Skills
Sales, Oracle, Cloud Computing, Oracle Database, Microsoft Office, Strategy, Editing, PowerPoint, Microsoft Excel, Social Media, Public Speaking, Event Planning, Marketing, Business Communications, Public Relations, Mandarin, Wealth Management, Salesforce.com
Education
University of Southern California 2008 — 2012
Bachelor of Arts (B.A.), Political Science
University of Southern California 2008 — 2012
Bachelor of Arts (B.A.), International Relations
Merrill Lynch February 1999 - March 2003
Bank of America January 1997 - February 1999
Bank of America January 1987 - January 1997
Skills
Portfolio Management, Equities, Hedge Funds, Financial Analysis, Asset Management, Investments
Education
University of Southern California 1980 — 1984
Bachelor's degree, Business Administration
CTC myCFO March 2006 - Present
Charles Schwab 1996 - 2006
Charles Schwab May 1996 - December 1996
Charles Schwab April 1995 - May 1996
Charles Schwab March 1992 - April 1995
E.F. Hutton July 1987 - February 1992
Merrill Lynch March 1984 - July 1987
Skills
Retirement Planning, Asset Allocation, Portfolio Management, Investments, Marketing, Alternative Investments, Asset Management, Business Development, CRM, Equities, Finance, Financial Advisory, Hedge Funds, Management, Mutual Funds, Sales, Strategy, Wealth Management
Education
University of Southern California 1978 — 1983
B.S., Business Administration/Finance
Deloitte Consulting February 2014 - Present
Deloitte Consulting June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
WebAdvanced May 2011 - August 2011
WebAdvanced May 2010 - May 2010
UCI P53 Cancer Lab June 2009 - August 2009
Skills
SAP ERP, SAP Business ByDesign, Java, C++, C#, SQL, HTML, JavaScript, Microsoft SQL Server, Subversion, JCreator, BlueJ, Microsoft Visual Studio, ArgoUML, Microsoft Office, Visio, Photoshop, Solidworks, Visual Basic, Verilog, Open Office, X-Win32, Filezilla, TightVNC, Visual Studio, Software Development
Education
University of Southern California 2010 — 2013
B.S, Computer Science and Business Administration
Merrill Lynch March 1994 - Present
Washington State Liquor Control Board February 1988 - August 1993
Education
University of Southern California
Bachelor's degree, Accounting
United Online April 2014 - Present
Marshall & Stevens, Inc. July 2013 - February 2014
KPMG July 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Education
University of Southern California 2010 — 2013
B.S. in Business Administration, Financial Analysis
University of Southern California 2010 — 2013
B.S. in Accounting
TRG Real Estate December 2012 - Present
Merrill Lynch 2008 - 2009
Education
University of Southern California 2009 — 2012
Marshall School of Business, Bachelor of Business Administration (B.B.A.)
Bank of America Merrill Lynch April 2009 - Present
Merrill Lynch July 2007 - April 2009
Wall Street Associates July 2006 - July 2007
Education
USC 2002 — 2006
Bachelor of Arts (BA), International Relations and Affairs
Mesriani Law Group June 2013 - August 2013
Diane Halle Center for Family Justice January 2013 - May 2013
Healthcare Entrepreneurship Clinic January 2013 - May 2013
Inner City Law Center 2013 - 2013
Maricopa County Superior Court May 2012 - August 2012
Land Advisors Organization 2011 - 2011
Mesriani Law Group August 2009 - December 2009
Kent & Wittekind, P.C. 2008 - 2008
Merrill Lynch 2008 - 2008
Law Offices of Jay A. Bansal 2007 - 2007
Skills
Legal Writing, Legal Issues, Legal Research, Westlaw, Microsoft Office, Microsoft Excel, Non-profit Leadership, Courts, Legal Assistance, Litigation
Education
Sandra Day O' Connor College of Law 2011 — 2014
Juris Doctor (J.D.)
University of Southern California
Bachelor of Arts (B.A.), Psychology and Economics