Merrill Lynch

Industry: Banking company

Description

Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America

Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Merrill Lynch Employees

Employee
Years
Job
Industry
Kristen Chong Kristen Chong Los Angeles, California Details
Kristen Chong's Merrill Lynch Experience August 2007 - December 2007
Job Associate Global Real Assets, JP Morgan Asset Management
Industry Real Estate
Experience
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)

Peter Olah Peter Olah Greater Los Angeles Area Details
Peter Olah's Merrill Lynch Experience May 2015 - Present
Job Summer Intern at Merrill Lynch Private Wealth Management & Stroock & Stroock & Lavan LLP
Industry Financial Services
Experience
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

Ranjeet Sandhu Ranjeet Sandhu New York, New York Details
Ranjeet Sandhu's Merrill Lynch Experience August 2013 - November 2013
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
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

James Deak, CFP® James Deak, CFP® Walnut Creek, California Details
James Deak, CFP®'s Merrill Lynch Experience October 2009 - July 2011
Job Senior Financial Advisor. Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Andrew C. Yip Andrew C. Yip Glendale, California Details
Andrew C. Yip's Merrill Lynch Experience September 2000 - September 2002
Job State Farm
Industry Insurance
Experience
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

Stephen (Steve) Moses Stephen (Steve) Moses Orange County, California Area Details
Stephen (Steve) Moses's Merrill Lynch Experience September 2007 - Present
Job Senior Financial Advisor, CRPC, CDFA™
Industry Financial Services
Experience
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

Mikhil Jain Mikhil Jain Los Angeles, California Details
Mikhil Jain's Merrill Lynch Experience January 2010 - January 2011
Job International Tax Consulting at PwC
Industry Accounting
Experience
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

Jordan Gottlieb Jordan Gottlieb San Francisco, California Details
Jordan Gottlieb's Merrill Lynch Experience September 2009 - December 2009
Job Senior Associate Consultant
Industry Management Consulting
Experience
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

Jill Mullen Jill Mullen Greater San Diego Area Details
Jill Mullen's Merrill Lynch Experience 1998 - 2002
Job SVP, Investor Relations at Human Longevity, Inc.
Industry Biotechnology
Experience
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

Grant Dethlefsen Grant Dethlefsen Los Angeles, California Details
Grant Dethlefsen's Merrill Lynch Experience June 2014 - August 2014
Job Student at University of Southern California
Industry Pharmaceuticals
Experience
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

Stephanie Oesman Stephanie Oesman Greater Los Angeles Area Details
Stephanie Oesman's Merrill Lynch Experience February 2007 - August 2007
Job Manager (TV Finance) at MetroGoldwynMayer
Industry Entertainment
Experience
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

Daniel Shandling Daniel Shandling Los Angeles, California Details
Daniel Shandling's Merrill Lynch Experience August 2014 - Present
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
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

Matthew Levy Matthew Levy New York, New York Details
Matthew Levy's Merrill Lynch Experience January 2009 - May 2009
Job Senior Associate at Innovo Property Group
Industry Real Estate
Experience
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

Austin Taylor Austin Taylor Los Angeles, California Details
Austin Taylor's Merrill Lynch Experience June 2009 - August 2009
Job Associate at J.P. Morgan
Industry Financial Services
Experience
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

Alex Clendennen Alex Clendennen Austin, Texas Area Details
Alex Clendennen's Merrill Lynch Experience April 2011 - Present
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Glen Willis Glen Willis Los Angeles, California Details
Glen Willis's Merrill Lynch Experience June 2012 - August 2012
Job Mechanical Engineer at RIX Industries
Industry Mechanical or Industrial Engineering
Experience
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

Robert Giles Robert Giles San Francisco Bay Area Details
Robert Giles's Merrill Lynch Experience December 2003 - March 2005
Job CEO at PACE Funding Group
Industry Renewables & Environment
Experience
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

Douglas Aguiar Douglas Aguiar Greater Seattle Area Details
Douglas Aguiar's Merrill Lynch Experience June 1987 - March 1989
Job VP, Director of Marketing, MBA
Industry Marketing and Advertising
Experience
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

Kevin Chang Kevin Chang San Francisco, California Details
Kevin Chang's Merrill Lynch Experience January 2014 - April 2014
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Banking
Experience
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

Christopher Farr Christopher Farr Las Vegas, Nevada Area Details
Christopher Farr's Merrill Lynch Experience September 2011 - Present
Job AVP at Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Brianna Hamilton Brianna Hamilton Orange County, California Area Details
Brianna Hamilton's Merrill Lynch Experience April 2013 - August 2014
Job Business Development Representative at Carrington Mortgage Holdings, LLC
Industry Financial Services
Experience
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

Blake Dethlefsen Blake Dethlefsen Lake Forest, Illinois Details
Blake Dethlefsen's Merrill Lynch Experience June 2012 - August 2012
Job Junior Broker at Aon Risk Solutions
Industry Insurance
Experience
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

Derek Kuwahara Derek Kuwahara Plainsboro, New Jersey Details
Derek Kuwahara's Merrill Lynch Experience May 2007 - August 2007
Job Strategic Analytics & Business Intelligence Fellow (Rutgers)
Industry Pharmaceuticals
Experience
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

Tylor Inaba Tylor Inaba Los Angeles, California Details
Tylor Inaba's Merrill Lynch Experience August 2013 - December 2013
Job Investment Banking Summer Analyst at Barclays
Industry Financial Services
Experience
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

Ye Sol Shin Ye Sol Shin Los Angeles, California Details
Ye Sol Shin's Merrill Lynch Experience March 2014 - August 2014
Job Student at the University of Southern California
Industry
Experience
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

Ines Guinard Ines Guinard Davis, California Details
Ines Guinard's Merrill Lynch Experience 2015 - Present
Job Investment Banking Summer Analyst Financial Sponsors at Merrill Lynch
Industry Higher Education
Experience
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

Trip Secrist Trip Secrist Newport Beach, California Details
Trip Secrist's Merrill Lynch Experience 2003 - 2007
Job Vice President at Beacon Pointe Advisors
Industry Financial Services
Experience
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

Kevin Roundtree Kevin Roundtree Boston, Massachusetts Details
Kevin Roundtree's Merrill Lynch Experience September 2012 - March 2013
Job Investment Operations
Industry Financial Services
Experience
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

Adam Izaac, CFA Adam Izaac, CFA Beverly Hills, California Details
Adam Izaac, CFA's Merrill Lynch Experience November 2010 - April 2012
Job AVP Investment Analyst, City National Private Bank
Industry Financial Services
Experience
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

Jonathan Lee Jonathan Lee San Francisco Bay Area Details
Jonathan Lee's Merrill Lynch Experience 2007 - 2009
Job Director, Corporate Development at Yahoo!
Industry Internet
Experience
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

Matt Homsy Matt Homsy San Francisco, California Details
Matt Homsy's Merrill Lynch Experience January 2011 - May 2011
Job Analyst at Morgan Stanley Expansion Capital
Industry Financial Services
Experience
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

Scott Finnegan Scott Finnegan Redondo Beach, California Details
Scott Finnegan's Merrill Lynch Experience July 2006 - March 2007
Job Regional Vice President
Industry Financial Services
Experience
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

Sevag Ajemian Sevag Ajemian Greater Los Angeles Area Details
Sevag Ajemian's Merrill Lynch Experience September 1995 - June 1997
Job Founder & CEO of Globanet
Industry Information Technology and Services
Experience
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

Mary Bond Mary Bond Portland, Oregon Details
Mary Bond's Merrill Lynch Experience January 2000 - October 2001
Job Freelance Writer and Designer at Le Noir Bleu
Industry Writing and Editing
Experience
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

Haeun An Haeun An Greater Los Angeles Area Details
Haeun An's Merrill Lynch Experience March 2011 - May 2011
Job Senior Assurance Associate at PricewaterhouseCoopers
Industry Accounting
Experience
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

Donald K. Taylor Donald K. Taylor Sacramento, California Area Details
Donald K. Taylor's Merrill Lynch Experience January 1990 - March 1992
Job Owner, Taylor Advisory Group
Industry Financial Services
Experience
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

Alex Holmes Alex Holmes Beverly Hills, California Details
Alex Holmes's Merrill Lynch Experience August 2008 - August 2009
Job Business Development
Industry Real Estate
Experience
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

Michael Leeder Michael Leeder San Francisco, California Details
Michael Leeder's Merrill Lynch Experience December 2004 - Present
Job Sr. Vice President, Private Client Advisor at Merrill Lynch
Industry Investment Management
Experience
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

Jackie Chen Jackie Chen Greater Los Angeles Area Details
Jackie Chen's Merrill Lynch Experience April 2013 - June 2013
Job Tax Associate at PricewaterhouseCoopers
Industry Financial Services
Experience
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

Connie Kang, CFA, FRM Connie Kang, CFA, FRM Los Angeles, California Details
Connie Kang, CFA, FRM's Merrill Lynch Experience September 2010 - October 2010
Job Senior Associate Financial Risk Management
Industry Financial Services
Experience
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

Elizabeth Kelley Elizabeth Kelley Greater Chicago Area Details
Elizabeth Kelley's Merrill Lynch Experience December 2003 - September 2006
Job Director of Business Development at AHC Funds
Industry Investment Management
Experience
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

Melissa Toader Melissa Toader Santa Monica, California Details
Melissa Toader's Merrill Lynch Experience 2000 - 2000
Job Certified Personal Fitness Trainer, Sports Nutritionist, and Corrective Exercise Specialist FMS
Industry Health, Wellness and Fitness
Experience
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

Greg Walbridge Greg Walbridge Mountain View, California Details
Greg Walbridge's Merrill Lynch Experience 1998 - 1999
Job Senior Finance Leader at Intuit
Industry Computer Software
Experience
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

Harv Cohen, MBA, CIMA, RCC Harv Cohen, MBA, CIMA, RCC Greater Philadelphia Area Details
Harv Cohen, MBA, CIMA, RCC's Merrill Lynch Experience January 1987 - January 1998
Job Seeking Business Development and Coaching Executive Financial Services Opportunities
Industry Financial Services
Experience
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

Julie Wood Oliver Julie Wood Oliver San Francisco Bay Area Details
Julie Wood Oliver's Merrill Lynch Experience March 1997 - March 1999
Job Manager at Deloitte
Industry Human Resources
Experience
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

David Blu David Blu Greater Los Angeles Area Details
David Blu's Merrill Lynch Experience March 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Eric Tang Eric Tang Orange County, California Area Details
Eric Tang's Merrill Lynch Experience May 2004 - August 2004
Job Vice President at Guggenheim Partners
Industry Investment Management
Experience
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

Lacey Orr Lacey Orr Greater Los Angeles Area Details
Lacey Orr's Merrill Lynch Experience January 2007 - March 2007
Job Digital Marketing Associate at Stratalux
Industry Marketing and Advertising
Experience
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

Elton Kwok Elton Kwok San Francisco, California Details
Elton Kwok's Merrill Lynch Experience June 2014 - May 2015
Job Expansion Lead at WeWork
Industry Internet
Experience
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

Victor Tran Victor Tran Los Angeles, California Details
Victor Tran's Merrill Lynch Experience February 2012 - May 2012
Job Master Data Management Support at Red Bull
Industry Financial Services
Experience
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

Jack Buntmann Jack Buntmann Los Angeles, California Details
Jack Buntmann's Merrill Lynch Experience April 2013 - April 2014
Job Financial Analyst at Merrill Lynch
Industry Investment Banking
Experience
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

Tae Hee Kang Tae Hee Kang Newport Beach, California Details
Tae Hee Kang's Merrill Lynch Experience January 2012 - May 2012
Job Analyst BlackRock
Industry Financial Services
Experience
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

Romeet Sen Romeet Sen Los Angeles, California Details
Romeet Sen's Merrill Lynch Experience August 2014 - November 2014
Job Talent Consulting Analyst at Mercer
Industry Financial Services
Experience
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

Lawrence Chao Lawrence Chao Los Angeles, California Details
Lawrence Chao's Merrill Lynch Experience October 2012 - January 2014
Job Commercial Banking Analyst at Citibank
Industry Financial Services
Experience
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

Elizabeth Sandoval Elizabeth Sandoval Portland, Oregon Details
Elizabeth Sandoval's Merrill Lynch Experience January 2012 - May 2012
Job Nike Emerging Markets Account Executive at Mindshare
Industry Marketing and Advertising
Experience
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

Charles Qian Charles Qian New York, New York Details
Charles Qian's Merrill Lynch Experience June 2009 - July 2009
Job Associate, Mergers & Acquisitions at Time Warner Inc.
Industry Investment Banking
Experience
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

Audrey Quaye Audrey Quaye Greater Seattle Area Details
Audrey Quaye's Merrill Lynch Experience December 2006 - April 2008
Job Independent Associate at LGN International
Industry Telecommunications
Experience
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

Charles Spraggins Charles Spraggins Ventura, California Details
Charles Spraggins's Merrill Lynch Experience 1981 - 1989
Job Community Activist
Industry Political Organization
Experience
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.)

Robert Hom Robert Hom Greater Los Angeles Area Details
Robert Hom's Merrill Lynch Experience May 1996 - August 2014
Job Financial Advisor, Real Estate Broker
Industry Financial Services
Experience
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

Craigus Johnson Craigus Johnson Greater New York City Area Details
Craigus Johnson's Merrill Lynch Experience October 2014 - Present
Job
Industry Financial Services
Experience
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

Kunal Shah Kunal Shah Greater New York City Area Details
Kunal Shah's Merrill Lynch Experience July 2006 - February 2008
Job Director at Brightwood Capital
Industry Investment Management
Experience
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

Nick Kaschik Nick Kaschik Greater Los Angeles Area Details
Nick Kaschik's Merrill Lynch Experience June 2005 - June 2006
Job VP Cash Managment at City National Bank
Industry Banking
Experience
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

Koon Hui Koon Hui Greater Los Angeles Area Details
Koon Hui's Merrill Lynch Experience 2000 - 2001
Job Managing Partner at Bowinfar Trading Inc.
Industry Mining & Metals
Experience
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

Nicole Farnoush Nicole Farnoush Greater Los Angeles Area Details
Nicole Farnoush's Merrill Lynch Experience May 2006 - December 2006
Job Senior Planner at Schmitz & Associates, Inc.
Industry Architecture & Planning
Experience
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

Wakefield Li Wakefield Li Greater Los Angeles Area Details
Wakefield Li's Merrill Lynch Experience 2008 - 2008
Job Senior Consultant at CBRE
Industry Real Estate
Experience
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

Lauren Skinner Lauren Skinner Los Angeles, California Details
Lauren Skinner's Merrill Lynch Experience August 2007 - May 2011
Job Executive Administrative Assistant at FAME Corporations
Industry Nonprofit Organization Management
Experience
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

Greg Cho Greg Cho Greater Los Angeles Area Details
Greg Cho's Merrill Lynch Experience November 1999 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   November 1999 - Present

Education
University of Southern California   1996 — 2000

Salvador Vidrio Salvador Vidrio Greater Los Angeles Area Details
Salvador Vidrio's Merrill Lynch Experience 2007 - 2009
Job Financial Advisor, CUSO Financial Services L.P. at Los Angeles Police Federal Credit Union (LAPFCU)
Industry Financial Services
Experience
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

Christopher Leu Christopher Leu Greater Los Angeles Area Details
Christopher Leu's Merrill Lynch Experience December 2012 - Present
Job Merrill LynchSenior Vice President Financial Advisor
Industry Financial Services
Experience
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.)

Bill (George William Ott, III) Ott Bill (George William Ott, III) Ott Greater Los Angeles Area Details
Bill (George William Ott, III) Ott's Merrill Lynch Experience May 1993 - August 1996
Job Investment Adviser Representative
Industry Investment Management
Experience
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

Christopher Cole, CFA Christopher Cole, CFA Austin, Texas Area Details
Christopher Cole, CFA's Merrill Lynch Experience February 2004 - February 2009
Job Managing Partner at Artemis Capital Management LP
Industry Investment Management
Experience
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

Lee Dunayer Lee Dunayer Greater Los Angeles Area Details
Lee Dunayer's Merrill Lynch Experience December 1997 - June 2004
Job Senior Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
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

Nicole Kasar Nicole Kasar Greater Los Angeles Area Details
Nicole Kasar's Merrill Lynch Experience May 2006 - May 2007
Job Technology Finance Wells Fargo Capital Finance, CPA
Industry Financial Services
Experience
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

Alex Wu Alex Wu San Francisco Bay Area Details
Alex Wu's Merrill Lynch Experience September 2012 - December 2013
Job Technology Account Manager at Oracle
Industry Information Technology and Services
Experience
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

Christina Schwimer Christina Schwimer Greater Los Angeles Area Details
Christina Schwimer's Merrill Lynch Experience February 1999 - March 2003
Job Independent Investment Management Professional
Industry Investment Management
Experience
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

Dan Gimbel Dan Gimbel Ponte Vedra Beach, Florida Details
Dan Gimbel's Merrill Lynch Experience March 1984 - July 1987
Job Director, Investment Advisory Services
Industry Investment Management
Experience
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

Carina Prynn Carina Prynn Orange County, California Area Details
Carina Prynn's Merrill Lynch Experience June 2012 - August 2012
Job Business Technology Analyst at Deloitte Consulting
Industry Information Technology and Services
Experience
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

paula o'connor paula o'connor Greater Seattle Area Details
paula o'connor's Merrill Lynch Experience March 1994 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 1994 - Present
Washington State Liquor Control Board  February 1988 - August 1993

Education
University of Southern California
Bachelor's degree, Accounting

Calvin Tseng Calvin Tseng Los Angeles, California Details
Calvin Tseng's Merrill Lynch Experience January 2011 - May 2011
Job Financial Analyst at United Online
Industry Financial Services
Experience
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

Allen Gholian Allen Gholian Los Angeles, California Details
Allen Gholian's Merrill Lynch Experience 2008 - 2009
Job Acquisitions Analyst at TRG Real Estate
Industry Real Estate
Experience
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.)

Justin McCain Justin McCain San Francisco, California Details
Justin McCain's Merrill Lynch Experience July 2007 - April 2009
Job Associate Equity Sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Neel-Preet Kaur Khanuja Neel-Preet Kaur Khanuja Los Angeles, California Details
Neel-Preet Kaur Khanuja's Merrill Lynch Experience 2008 - 2008
Job J.D.
Industry Law Practice
Experience
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

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