Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Kathryn Ceranski Kathryn Ceranski's Merrill Lynch Experience January 2012 - May 2012
Job Account Manager at Performics
Industry Marketing and Advertising
Experience
Performics August 2015 - Present
FTD April 2015 - July 2015
FTD March 2014 - March 2015
FTD December 2012 - February 2014
Merrill Lynch January 2012 - May 2012
Walgreens June 2011 - August 2011
Student Government Association January 2010 - May 2011
Skills
Marketing, Facebook, Social Media, Social Media Marketing, Integrated Marketing, Social Networking, Microsoft Office, Advertising, Event Management, Management, Brochures, PowerPoint, Outlook
Education
Butler University 2008 — 2012
Bachelor's degree, Marketing
Performics August 2015 - Present
FTD April 2015 - July 2015
FTD March 2014 - March 2015
FTD December 2012 - February 2014
Merrill Lynch January 2012 - May 2012
Walgreens June 2011 - August 2011
Student Government Association January 2010 - May 2011
Skills
Marketing, Facebook, Social Media, Social Media Marketing, Integrated Marketing, Social Networking, Microsoft Office, Advertising, Event Management, Management, Brochures, PowerPoint, Outlook
Education
Butler University 2008 — 2012
Bachelor's degree, Marketing
Luis A Uribe Luis A Uribe's Merrill Lynch Experience 1987 - 1988
Job Multilingual Publishing Manager at LUZ, Inc.
Industry Information Services
Experience
LUZ, Inc. October 2014 - Present
Xygnus Research 2014 - Present
Panorama Consulting Solutions 2013 - 2013
Denver Business Journal 2000 - 2013
Capital Guardian Trust Company 1994 - 1999
APT Productions 1991 - 1996
US Army 1985 - 1994
Bateman Eichler Hill Richards (BEHR) 1988 - 1991
Merrill Lynch 1987 - 1988
AMEV Investors 1986 - 1987
Skills
Leadership, Strategic Planning, Budgets, Business Intelligence, Problem Solving, P&L Management, Contract Negotiation, Operations Management, Financial Analysis, Inventory Management, Business Statistics, Data Analysis, Project Management, Business Development, Financial Accounting, Business Analysis, Systems Analysis, Operations Research, Analysis, Marketing Strategy, Strategic Partnerships, Training, Management, Program Management, Business Process..., Change Management, Business Strategy, Six Sigma, Continuous Improvement, Lean Manufacturing, Process Improvement
Education
Regis University 2009 — 2010
MBA, Operations Management, 3.97 - Honors
Regis University 2008 — 2010
MBA, Accounting and Finance, 3.97 - Honors
Regis University 2009 — 2010
Post Graduate Certificate, Project Management, 4.0 - Honors
California State Polytechnic University-Pomona 1984 — 1988
Bachelor's Degree, Financial Analysis, Minor in Mathematics, 3.0
Don Bosco Tech 1979 — 1983
AS, Construction Tech
LUZ, Inc. October 2014 - Present
Xygnus Research 2014 - Present
Panorama Consulting Solutions 2013 - 2013
Denver Business Journal 2000 - 2013
Capital Guardian Trust Company 1994 - 1999
APT Productions 1991 - 1996
US Army 1985 - 1994
Bateman Eichler Hill Richards (BEHR) 1988 - 1991
Merrill Lynch 1987 - 1988
AMEV Investors 1986 - 1987
Skills
Leadership, Strategic Planning, Budgets, Business Intelligence, Problem Solving, P&L Management, Contract Negotiation, Operations Management, Financial Analysis, Inventory Management, Business Statistics, Data Analysis, Project Management, Business Development, Financial Accounting, Business Analysis, Systems Analysis, Operations Research, Analysis, Marketing Strategy, Strategic Partnerships, Training, Management, Program Management, Business Process..., Change Management, Business Strategy, Six Sigma, Continuous Improvement, Lean Manufacturing, Process Improvement
Education
Regis University 2009 — 2010
MBA, Operations Management, 3.97 - Honors
Regis University 2008 — 2010
MBA, Accounting and Finance, 3.97 - Honors
Regis University 2009 — 2010
Post Graduate Certificate, Project Management, 4.0 - Honors
California State Polytechnic University-Pomona 1984 — 1988
Bachelor's Degree, Financial Analysis, Minor in Mathematics, 3.0
Don Bosco Tech 1979 — 1983
AS, Construction Tech
Valencia Brown Valencia Brown's Merrill Lynch Experience September 2008 - February 2009
Job Holistic Financial Planner | Financial Literacy Advocate | Speaker
Industry Investment Management
Experience
Advisory Firm January 2012 - Present
Independent Direct Sales February 2009 - Present
County of Riverside January 2012 - April 2013
Merrill Lynch September 2008 - February 2009
First Bank (First Brokerage America, LLC) March 2008 - September 2008
SchoolsFirst Federal Credit Union (formerly OCTFCU) October 2005 - November 2007
BBVA Compass ( Formerly Guaranty Bank) April 2005 - October 2005
Chase Investments (Formerly WM Financial Services) September 2001 - February 2005
Ameriprise Financial Services, Inc. (Formerly American Express Financial Advisors) May 2000 - September 2001
Skills
Finance, Banking, Risk Management, Investments, Sales, Wealth Management, Management, Strategy, Teamwork, Workshops, Asset Managment, Mutual Funds, Team Building, Asset Allocation, Portfolio Management, Life Insurance, Retail Banking, Seminars, Financial Literacy..., Life Cycle Planning, Concierge Services, Behavior Modification, Value Based Selling, Relationship Management, Money Management, Success Principles, Healthy Lifestyles, Cash Flow Forecasting, College Funding..., Retirement Planning, Client Counseling, Exceptional People..., Life Transitions, Community Outreach, Investment Advisory, Organizational..., Trusted Business Advisor, Estate Planning, Wealth Preservation..., Alternative Investments, Customer Experience, New Business Development, Financial Analysis, Holistic Financial..., Debt Elimination, Philanthropy, Dynamic Speaker, Strategic Financial..., Asset Management, Financial Planning
Education
California Lutheran University 2014 — 2016
Master of Business Administration (M.B.A.), Financial Planning and Services
California Baptist University
Bachelor of Arts (B.A.), Business Administration and Management, General
Advisory Firm January 2012 - Present
Independent Direct Sales February 2009 - Present
County of Riverside January 2012 - April 2013
Merrill Lynch September 2008 - February 2009
First Bank (First Brokerage America, LLC) March 2008 - September 2008
SchoolsFirst Federal Credit Union (formerly OCTFCU) October 2005 - November 2007
BBVA Compass ( Formerly Guaranty Bank) April 2005 - October 2005
Chase Investments (Formerly WM Financial Services) September 2001 - February 2005
Ameriprise Financial Services, Inc. (Formerly American Express Financial Advisors) May 2000 - September 2001
Skills
Finance, Banking, Risk Management, Investments, Sales, Wealth Management, Management, Strategy, Teamwork, Workshops, Asset Managment, Mutual Funds, Team Building, Asset Allocation, Portfolio Management, Life Insurance, Retail Banking, Seminars, Financial Literacy..., Life Cycle Planning, Concierge Services, Behavior Modification, Value Based Selling, Relationship Management, Money Management, Success Principles, Healthy Lifestyles, Cash Flow Forecasting, College Funding..., Retirement Planning, Client Counseling, Exceptional People..., Life Transitions, Community Outreach, Investment Advisory, Organizational..., Trusted Business Advisor, Estate Planning, Wealth Preservation..., Alternative Investments, Customer Experience, New Business Development, Financial Analysis, Holistic Financial..., Debt Elimination, Philanthropy, Dynamic Speaker, Strategic Financial..., Asset Management, Financial Planning
Education
California Lutheran University 2014 — 2016
Master of Business Administration (M.B.A.), Financial Planning and Services
California Baptist University
Bachelor of Arts (B.A.), Business Administration and Management, General
Robert B. Greene Robert B. Greene's Merrill Lynch Experience December 1984 - March 1986
Job Partner at Full Spectrum Wealth
Industry Investment Management
Experience
Full Spectrum Wealth 2011 - Present
LPL Financial October 2008 - Present
Tow Financial November 2003 - October 2008
Allied Consulting Group October 2000 - October 2003
WM Financial Services January 1999 - October 2000
Griffin Financial Services November 1998 - January 1999
Glenfed Brokerage Services June 1986 - November 1998
Merrill Lynch December 1984 - March 1986
Skills
Portfolio Management, Investment Management, Wealth Management, Municipal Bonds, Life Insurance, Equities, Asset Management, Long Term Care Insurance, College Education..., Strategic Financial..., Series 65, Series 7
Education
The American College 2006 — 2008
Masters of Science in Financial Services, MSFS
California Lutheran University 1988 — 1990
CFP®, Certified Financial Planner Cirriculum
University of Southern California 1980 — 1983
BA Business Administration, Economics, Finance
roscomare road
Full Spectrum Wealth 2011 - Present
LPL Financial October 2008 - Present
Tow Financial November 2003 - October 2008
Allied Consulting Group October 2000 - October 2003
WM Financial Services January 1999 - October 2000
Griffin Financial Services November 1998 - January 1999
Glenfed Brokerage Services June 1986 - November 1998
Merrill Lynch December 1984 - March 1986
Skills
Portfolio Management, Investment Management, Wealth Management, Municipal Bonds, Life Insurance, Equities, Asset Management, Long Term Care Insurance, College Education..., Strategic Financial..., Series 65, Series 7
Education
The American College 2006 — 2008
Masters of Science in Financial Services, MSFS
California Lutheran University 1988 — 1990
CFP®, Certified Financial Planner Cirriculum
University of Southern California 1980 — 1983
BA Business Administration, Economics, Finance
roscomare road
David Donaldson David Donaldson's Merrill Lynch Experience November 2007 - January 2010
Job Former DOL Senior Investigator/President ERISA SMART
Industry Financial Services
Experience
ERISA SMART September 2011 - Present
U.S. Department of Labor January 2010 - September 2011
Merrill Lynch November 2007 - January 2010
NBHG, LLC June 2005 - November 2007
Morgan Stanley May 2000 - June 2005
Main Street Trading October 1996 - April 2000
Skills
ERISA, Pensions, 401k, Retirement, Mutual Funds, Securities, Private Equity, Qualified Retirement..., Financial Risk, Litigation, Investments, Employee Benefits, Pension Funds, Retirement Planning, Defined Benefit, Tax, Banking, Retirement Plan..., Investment Management, Financial Advisory, Portfolio Management, Asset Allocation, Alternative Investments, Investment Advisory, Insurance, Financial Services, Fiduciary Management, Fiduciary Services
Education
University of Pennsylvania - The Wharton School 2001 — 2001
ED, Wealth Management
California Lutheran University 1992 — 1996
ERISA SMART September 2011 - Present
U.S. Department of Labor January 2010 - September 2011
Merrill Lynch November 2007 - January 2010
NBHG, LLC June 2005 - November 2007
Morgan Stanley May 2000 - June 2005
Main Street Trading October 1996 - April 2000
Skills
ERISA, Pensions, 401k, Retirement, Mutual Funds, Securities, Private Equity, Qualified Retirement..., Financial Risk, Litigation, Investments, Employee Benefits, Pension Funds, Retirement Planning, Defined Benefit, Tax, Banking, Retirement Plan..., Investment Management, Financial Advisory, Portfolio Management, Asset Allocation, Alternative Investments, Investment Advisory, Insurance, Financial Services, Fiduciary Management, Fiduciary Services
Education
University of Pennsylvania - The Wharton School 2001 — 2001
ED, Wealth Management
California Lutheran University 1992 — 1996
Richard S. Jeffery, CFP Richard S. Jeffery, CFP's Merrill Lynch Experience August 1986 - August 1994
Job Financial Network Investment Management Solutions
Industry Financial Services
Experience
Financial Network Investment Management Solutions August 1994 - Present
Merrill Lynch August 1986 - August 1994
Skills
Retirement Planning, Mutual Funds, Series 7, Wealth Management, Retirement, Financial Services, Strategic Financial..., Finance, Insurance, I am a Certified...
Education
California Polytechnic State University-San Luis Obispo 1976 — 1978
Bachelor of Science Degrees in both Economics and in Business Administration, Finance and Financial Management Services, Graduated with Honors
Financial Network Investment Management Solutions August 1994 - Present
Merrill Lynch August 1986 - August 1994
Skills
Retirement Planning, Mutual Funds, Series 7, Wealth Management, Retirement, Financial Services, Strategic Financial..., Finance, Insurance, I am a Certified...
Education
California Polytechnic State University-San Luis Obispo 1976 — 1978
Bachelor of Science Degrees in both Economics and in Business Administration, Finance and Financial Management Services, Graduated with Honors
Chris Vargas Chris Vargas's Merrill Lynch Experience June 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
American Homes 4 Rent July 2014 - May 2015
American Homes 4 Rent September 2013 - July 2014
Keller Williams Greater Seattle January 2013 - September 2013
Atlas World Group International July 2012 - February 2013
Golf in Schools, LLC February 2012 - June 2012
Everett Golf and Country Club May 2005 - June 2012
Michael Epstein Sports ProductionsAssisted marketing coordinators on all marketing and sales project December 2010 - April 2011
The Sundquist Family of Companies June 2010 - August 2010
Adhesa Plate MFG June 2010 - August 2010
Skills
PowerPoint, Social Media, Marketing, Customer Service, Real Estate, New Home Construction, Investment Properties, Multi-family Investment..., New Business Development, Event Planning, Event Management, Public Relations, Strategic Planning, Social Media Marketing, Microsoft Word, Microsoft Excel, Social Networking, Logistics, Marketing Strategy, Investors, Buyer Representation, Marketing Communications, Team Building, Recruiting, Appfolio, Microsoft CRM, Microsoft Dynamics, Underwriting, Background Checks, Screening Reports, Sales Management, Single Family Homes, Sales, Facebook, Microsoft Office, Time Management, Property Management, Analysis
Education
California Lutheran University 2007 — 2011
Bachelors of Arts, Marketing Communications
Merrill Lynch June 2015 - Present
American Homes 4 Rent July 2014 - May 2015
American Homes 4 Rent September 2013 - July 2014
Keller Williams Greater Seattle January 2013 - September 2013
Atlas World Group International July 2012 - February 2013
Golf in Schools, LLC February 2012 - June 2012
Everett Golf and Country Club May 2005 - June 2012
Michael Epstein Sports ProductionsAssisted marketing coordinators on all marketing and sales project December 2010 - April 2011
The Sundquist Family of Companies June 2010 - August 2010
Adhesa Plate MFG June 2010 - August 2010
Skills
PowerPoint, Social Media, Marketing, Customer Service, Real Estate, New Home Construction, Investment Properties, Multi-family Investment..., New Business Development, Event Planning, Event Management, Public Relations, Strategic Planning, Social Media Marketing, Microsoft Word, Microsoft Excel, Social Networking, Logistics, Marketing Strategy, Investors, Buyer Representation, Marketing Communications, Team Building, Recruiting, Appfolio, Microsoft CRM, Microsoft Dynamics, Underwriting, Background Checks, Screening Reports, Sales Management, Single Family Homes, Sales, Facebook, Microsoft Office, Time Management, Property Management, Analysis
Education
California Lutheran University 2007 — 2011
Bachelors of Arts, Marketing Communications
Charlie Ryder's Merrill Lynch Experience June 2014 - September 2014
Job Student at California Polytechnic State UniversitySan Luis Obispo
Industry
Experience
Merrill Lynch June 2014 - September 2014
Education
California Polytechnic State University-San Luis Obispo 2014 — 2018
Merrill Lynch June 2014 - September 2014
Education
California Polytechnic State University-San Luis Obispo 2014 — 2018
Bill Liang Bill Liang's Merrill Lynch Experience September 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
BNY Mellon Wealth Management January 2013 - September 2014
Union Bank May 2012 - August 2012
Venture Strategies Innovations April 2009 - June 2011
Lance, Soll & Lunghard, LLP July 2007 - October 2008
Skills
Financial Modeling, Finance, Valuation, Financial Analysis, Investments, Microsoft Excel, Wealth Management, Portfolio Management, Bloomberg, Relationship Management, CPA, Tax, Securities, Fixed Income
Education
Loyola Marymount University 2011 — 2012
MBA, Finance
California State Polytechnic University-Pomona
B.S., Accounting
Merrill Lynch September 2014 - Present
BNY Mellon Wealth Management January 2013 - September 2014
Union Bank May 2012 - August 2012
Venture Strategies Innovations April 2009 - June 2011
Lance, Soll & Lunghard, LLP July 2007 - October 2008
Skills
Financial Modeling, Finance, Valuation, Financial Analysis, Investments, Microsoft Excel, Wealth Management, Portfolio Management, Bloomberg, Relationship Management, CPA, Tax, Securities, Fixed Income
Education
Loyola Marymount University 2011 — 2012
MBA, Finance
California State Polytechnic University-Pomona
B.S., Accounting
Gautam Sanbui, CSSBB Gautam Sanbui, CSSBB's Merrill Lynch Experience May 2007 - September 2007
Job Regional Senior Analyst, FP&A at Dean Foods
Industry Consumer Goods
Experience
Dean Foods June 2013 - Present
Hunter Douglas August 2009 - June 2013
GE Commercial Finance October 2007 - October 2008
Merrill Lynch May 2007 - September 2007
Skills
Forecasting, Financial Analysis, Finance, Process Improvement, Microsoft Excel, Analysis, Financial Forecasting, Financial Modeling, VBA, Six Sigma, Project Management, Competitive Analysis, JD Edwards, SAP, SAP (BW, BI, ECC, R/3), Market Research, Minitab, Budgets, Operations Management, Variance Analysis, Materials Management, Financial Accounting, Accounting, Cost Management, Capital Budgeting, Account Reconciliation, Data Analysis, Business Analysis, Access, Management, Sales, Scenario Analysis, Promotional Analysis, Financial Risk, Manufacturing..., Manufacturing, Lean Management, G/L Reconciliations, Financial Reporting, Business Process..., SAP ("BEx Analyzer,"..., Operational Cost..., G/L Analysis, SDW, Cetova, ERP, Essbase
Education
California State Polytechnic University-Pomona
Bachelors of Science in Finance, Finance, Real Estate, Law (FRL)
Glendora High School
Dean Foods June 2013 - Present
Hunter Douglas August 2009 - June 2013
GE Commercial Finance October 2007 - October 2008
Merrill Lynch May 2007 - September 2007
Skills
Forecasting, Financial Analysis, Finance, Process Improvement, Microsoft Excel, Analysis, Financial Forecasting, Financial Modeling, VBA, Six Sigma, Project Management, Competitive Analysis, JD Edwards, SAP, SAP (BW, BI, ECC, R/3), Market Research, Minitab, Budgets, Operations Management, Variance Analysis, Materials Management, Financial Accounting, Accounting, Cost Management, Capital Budgeting, Account Reconciliation, Data Analysis, Business Analysis, Access, Management, Sales, Scenario Analysis, Promotional Analysis, Financial Risk, Manufacturing..., Manufacturing, Lean Management, G/L Reconciliations, Financial Reporting, Business Process..., SAP ("BEx Analyzer,"..., Operational Cost..., G/L Analysis, SDW, Cetova, ERP, Essbase
Education
California State Polytechnic University-Pomona
Bachelors of Science in Finance, Finance, Real Estate, Law (FRL)
Glendora High School
Nancy W. Moore Nancy W. Moore's Merrill Lynch Experience 1977 - 1978
Job East Bay Realtor I Pacific Union Real Estate I Oakland, Piedmont, Berkeley I Call 510 338 1302 License #: 01180649
Industry Real Estate
Experience
Pacific Union 1997 - Present
Mason McDuffie 1995 - 1997
Emporuim Capwell of Carter Hawley Hale 1978 - 1991
Merrill Lynch 1977 - 1978
Skills
Investment Properties, Single Family Homes, First Time Home Buyers, Relocation, Real Estate, Sellers, Condos, REO, Luxury, Listings, Buyer Representation, New Homes, New Home Sales, Investors, Marketing, Referrals, Land, Customer Service, Strategic Planning, Trust, Strategic Partnerships, Foreclosures, Selling, Property, Negotiation, Sales
Education
California Lutheran University
Bachelor of Arts (B.A.), Art History & French
Sophia University
Fine Art Tokyo Japan
Pacific Union 1997 - Present
Mason McDuffie 1995 - 1997
Emporuim Capwell of Carter Hawley Hale 1978 - 1991
Merrill Lynch 1977 - 1978
Skills
Investment Properties, Single Family Homes, First Time Home Buyers, Relocation, Real Estate, Sellers, Condos, REO, Luxury, Listings, Buyer Representation, New Homes, New Home Sales, Investors, Marketing, Referrals, Land, Customer Service, Strategic Planning, Trust, Strategic Partnerships, Foreclosures, Selling, Property, Negotiation, Sales
Education
California Lutheran University
Bachelor of Arts (B.A.), Art History & French
Sophia University
Fine Art Tokyo Japan
Matt Stolle, CRPC®'s Merrill Lynch Experience September 2007 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Hamilton Southeastern Schools Foundation July 2015 - Present
Merrill Lynch September 2007 - Present
Nine13 Sports August 2009 - August 2014
Wachovia Securities, LLC October 1998 - September 2007
Skills
Defined Benefit, Financial Advisory, Retirement Planning, Series 7, Finance, Investments, Wealth Management, Strategic Financial..., Pensions, Financial Services, Mutual Funds, Retirement, 401k, Asset Allocation, Portfolio Management, Financial Planning, Series 63
Education
Butler University - College of Business Administration 1991 — 1995
Finance
Hamilton Southeastern Schools Foundation July 2015 - Present
Merrill Lynch September 2007 - Present
Nine13 Sports August 2009 - August 2014
Wachovia Securities, LLC October 1998 - September 2007
Skills
Defined Benefit, Financial Advisory, Retirement Planning, Series 7, Finance, Investments, Wealth Management, Strategic Financial..., Pensions, Financial Services, Mutual Funds, Retirement, 401k, Asset Allocation, Portfolio Management, Financial Planning, Series 63
Education
Butler University - College of Business Administration 1991 — 1995
Finance
Eileen Marrero's Merrill Lynch Experience September 2007 - September 2008
Job Executive Assistant at Bank of America
Industry Financial Services
Experience
Bank of America September 2008 - Present
Merrill Lynch September 2007 - September 2008
G2 Worldwide October 2006 - September 2007
National Treasury Employee Union 2000 - 2006
Skills
Banking, CRM, Calendaring, Expense Management, Lotus Notes, Management, Microsoft Excel, PowerPoint, Concur, Outlook, Administrative..., Event Planning, Project Planning, Event Management, Meeting Planning, Spreadsheets, Team Building, Sales, Travel Arrangements, Calendars, Expense Reports, Executive Support, Project Coordination
Education
Caldwell University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Bank of America September 2008 - Present
Merrill Lynch September 2007 - September 2008
G2 Worldwide October 2006 - September 2007
National Treasury Employee Union 2000 - 2006
Skills
Banking, CRM, Calendaring, Expense Management, Lotus Notes, Management, Microsoft Excel, PowerPoint, Concur, Outlook, Administrative..., Event Planning, Project Planning, Event Management, Meeting Planning, Spreadsheets, Team Building, Sales, Travel Arrangements, Calendars, Expense Reports, Executive Support, Project Coordination
Education
Caldwell University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Thorn Murphy's Merrill Lynch Experience January 2010 - April 2010
Job Senior Financial Analyst at Cummins Inc.
Industry Financial Services
Experience
Cummins Inc. August 2014 - Present
Cummins Inc. August 2012 - August 2014
Butler Business Accelerator January 2012 - July 2012
Cummins Inc. May 2011 - August 2011
Rick Colglazier and Associates May 2010 - August 2010
Merrill Lynch January 2010 - April 2010
Back To Earth Compost 2009 - 2010
Skills
PowerPoint, Microsoft Excel, Dreamweaver, Access, Leadership, Microsoft Office, Analytics, Financial Analysis, Forecasting, Marketing
Education
Butler University - College of Business Administration 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Cummins Inc. August 2014 - Present
Cummins Inc. August 2012 - August 2014
Butler Business Accelerator January 2012 - July 2012
Cummins Inc. May 2011 - August 2011
Rick Colglazier and Associates May 2010 - August 2010
Merrill Lynch January 2010 - April 2010
Back To Earth Compost 2009 - 2010
Skills
PowerPoint, Microsoft Excel, Dreamweaver, Access, Leadership, Microsoft Office, Analytics, Financial Analysis, Forecasting, Marketing
Education
Butler University - College of Business Administration 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Simon Mui Simon Mui's Merrill Lynch Experience February 2010 - July 2010
Job Analyst at Parametric Eaton Vance
Industry Investment Management
Experience
Parametric March 2015 - Present
Parametric Portfolio Associates February 2013 - March 2015
Merrill Lynch February 2010 - July 2010
Morgan Stanley Wealth Management August 2007 - February 2010
Skills
Bloomberg, Equities, Mutual Funds, Fund Accounting, Securities, Bloomberg Terminal, Microsoft Excel, Finance, Financial Analysis, Series 7
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Business
Parametric March 2015 - Present
Parametric Portfolio Associates February 2013 - March 2015
Merrill Lynch February 2010 - July 2010
Morgan Stanley Wealth Management August 2007 - February 2010
Skills
Bloomberg, Equities, Mutual Funds, Fund Accounting, Securities, Bloomberg Terminal, Microsoft Excel, Finance, Financial Analysis, Series 7
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Business
Jeff Havlik Jeff Havlik's Merrill Lynch Experience September 1983 - June 1992
Job Real Property Agent, County of S.B. at County of Santa Barbara
Industry Government Administration
Experience
County of Santa Barbara August 1992 - Present
Merrill Lynch September 1983 - June 1992
Skills
Land Use, Entitlements, Residential Homes, Real Estate, Property Management, Local Government, Government, Commercial Real Estate, Selling, Real Estate Development, Land Use Planning, Leases, Public Speaking, Surveying, Real Estate Transactions, Real Property, Zoning, Investment Properties, Real Estate Financing, Land Development, Land Acquisition, Disposition, Real Estate Economics, REO
Education
Cal Poly San Luis Obispo 1979 — 1981
Bachelor's degree, Business/Managerial Economics
County of Santa Barbara August 1992 - Present
Merrill Lynch September 1983 - June 1992
Skills
Land Use, Entitlements, Residential Homes, Real Estate, Property Management, Local Government, Government, Commercial Real Estate, Selling, Real Estate Development, Land Use Planning, Leases, Public Speaking, Surveying, Real Estate Transactions, Real Property, Zoning, Investment Properties, Real Estate Financing, Land Development, Land Acquisition, Disposition, Real Estate Economics, REO
Education
Cal Poly San Luis Obispo 1979 — 1981
Bachelor's degree, Business/Managerial Economics
Aydee Ferguson's Merrill Lynch Experience September 2001 - December 2003
Job Director of Development at Volunteers Of America Northern California and Northern Nevada
Industry Philanthropy
Experience
Volunteers Of America Northern California and Northern Nevada January 2015 - Present
Sutter Health April 2010 - January 2015
Sutter Health January 2009 - July 2012
Wels Fargo Investments, LLC October 2004 - May 2007
Merrill Lynch September 2001 - December 2003
Skills
Philanthropy, Charitable Gift..., Bequests, Planned Giving, Charitable Remainder..., Volunteer Management, Annual Giving, Fundraising, Trusts, Charities, Program Development, Estate Planning, Board Development, Stewardship, Gifts, Grant Writing, Nonprofits, Leadership, Public Speaking
Education
California Polytechnic State University-San Luis Obispo 1990 — 1995
B.S., Business Administration
Volunteers Of America Northern California and Northern Nevada January 2015 - Present
Sutter Health April 2010 - January 2015
Sutter Health January 2009 - July 2012
Wels Fargo Investments, LLC October 2004 - May 2007
Merrill Lynch September 2001 - December 2003
Skills
Philanthropy, Charitable Gift..., Bequests, Planned Giving, Charitable Remainder..., Volunteer Management, Annual Giving, Fundraising, Trusts, Charities, Program Development, Estate Planning, Board Development, Stewardship, Gifts, Grant Writing, Nonprofits, Leadership, Public Speaking
Education
California Polytechnic State University-San Luis Obispo 1990 — 1995
B.S., Business Administration
Sam Tearle Sam Tearle's Merrill Lynch Experience June 2012 - August 2012
Job Financial Analyst at Cisco Systems
Industry Financial Services
Experience
Cisco Systems January 2014 - Present
Cisco Systems June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Management, Microsoft Office, Investments, Leadership, Wealth Management, Spanish, Salesforce.com, Bloomberg Software, Corporate Finance, Customer Satisfaction, Essbase, Business Objects, Financial Analysis, Financial Reporting, Financial Forecasting, Financial Modeling
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Undergraduate Student, Business/Finance
Universitat de Barcelona 2011 — 2011
Spanish Architecture and Culture
Dana Hills High School 2006 — 2009
Cisco Systems January 2014 - Present
Cisco Systems June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Management, Microsoft Office, Investments, Leadership, Wealth Management, Spanish, Salesforce.com, Bloomberg Software, Corporate Finance, Customer Satisfaction, Essbase, Business Objects, Financial Analysis, Financial Reporting, Financial Forecasting, Financial Modeling
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Undergraduate Student, Business/Finance
Universitat de Barcelona 2011 — 2011
Spanish Architecture and Culture
Dana Hills High School 2006 — 2009
Laura Beres Laura Beres's Merrill Lynch Experience July 2006 - November 2009
Job Manager, Monitor Deloitte at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte Consulting LLP August 2014 - Present
Deloitte Consulting LLP October 2012 - August 2014
The Auxiliary Board of Northwestern Memorial Hospital September 2008 - August 2012
Deloitte Consulting June 2011 - August 2011
Bank of America Merrill Lynch January 2010 - July 2010
Bank of America Merrill Lynch November 2009 - June 2010
Merrill Lynch July 2006 - November 2009
Accenture May 2005 - August 2005
Kortepeter McPherson Freihofer Hux & Minton May 2004 - August 2004
Skills
Leadership, Fundraising, Financial Modeling, Management, Financial Analysis, Bloomberg, Financial Services, Fixed Income, Program Management, Start-ups, Analysis, Alternative Investments, Strategy, Hedge Funds, Venture Capital, Research, Competitive Analysis
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Economics, Strategy, Operations, Entrepreneurship
Butler University 2002 — 2006
B.S. & B.A., Finance & Oboe Performance; Spanish minor
Benet Academy 1998 — 2002
Deloitte Consulting LLP August 2014 - Present
Deloitte Consulting LLP October 2012 - August 2014
The Auxiliary Board of Northwestern Memorial Hospital September 2008 - August 2012
Deloitte Consulting June 2011 - August 2011
Bank of America Merrill Lynch January 2010 - July 2010
Bank of America Merrill Lynch November 2009 - June 2010
Merrill Lynch July 2006 - November 2009
Accenture May 2005 - August 2005
Kortepeter McPherson Freihofer Hux & Minton May 2004 - August 2004
Skills
Leadership, Fundraising, Financial Modeling, Management, Financial Analysis, Bloomberg, Financial Services, Fixed Income, Program Management, Start-ups, Analysis, Alternative Investments, Strategy, Hedge Funds, Venture Capital, Research, Competitive Analysis
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Economics, Strategy, Operations, Entrepreneurship
Butler University 2002 — 2006
B.S. & B.A., Finance & Oboe Performance; Spanish minor
Benet Academy 1998 — 2002
Jeffrey Messerschmidt, CPA's Merrill Lynch Experience June 2008 - August 2008
Job Manager at Navolio & Tallman LLP
Industry Accounting
Experience
Navolio & Tallman LLP September 2009 - Present
Merrill Lynch June 2008 - August 2008
Skills
Private Equity, Accounting, Auditing, Hedge Funds, Venture Capital, US GAAP, Income Tax, High Net Worth..., Tax Consulting, Tax Compliance, Tax Research, Income Tax Planning, Start-ups, CPA, Corporate Tax, Equities, Financial Instruments, Financial Transactions, Executive Compensation..., Real Estate, Public Speaking, Bitcoin
Education
California Polytechnic State University-San Luis Obispo 2004 — 2009
Bachelor of Science, Double Concentration: Financial Management and Accounting
Archbishop Mitty High School 2000 — 2004
Navolio & Tallman LLP September 2009 - Present
Merrill Lynch June 2008 - August 2008
Skills
Private Equity, Accounting, Auditing, Hedge Funds, Venture Capital, US GAAP, Income Tax, High Net Worth..., Tax Consulting, Tax Compliance, Tax Research, Income Tax Planning, Start-ups, CPA, Corporate Tax, Equities, Financial Instruments, Financial Transactions, Executive Compensation..., Real Estate, Public Speaking, Bitcoin
Education
California Polytechnic State University-San Luis Obispo 2004 — 2009
Bachelor of Science, Double Concentration: Financial Management and Accounting
Archbishop Mitty High School 2000 — 2004
Josh Dorfman's Merrill Lynch Experience May 2010 - August 2010
Job Sr. Financial Analyst at Edelman
Industry Public Relations and Communications
Experience
Edelman May 2014 - Present
Veolia Environnement North America October 2013 - April 2014
Veolia Water North America March 2012 - October 2013
Veolia Water North America October 2011 - March 2012
David A. Noyes & Co. November 2010 - March 2011
Merrill Lynch May 2010 - August 2010
Total Rehab May 2007 - June 2009
Skills
PeopleSoft, Microsoft Office, Financial Reporting, Spreadsheets, Excel, Microsoft Excel, Access, Budgets, Auditing, Finance, Financial Analysis, Accounting, PowerPoint, Outlook, Variance Analysis, Accounts Receivable, Account Reconciliation, Training, Teamwork, Forecasting, Microsoft Word, Leadership, Cash Flow, Time Management, General Ledger, Bank Reconciliation, Cash Flow Forecasting, Financial Statements, Journal Entries, Accruals, Essbase
Education
Butler University - College of Business Administration 2007 — 2011
Bachelors of Science, Finance
Edelman May 2014 - Present
Veolia Environnement North America October 2013 - April 2014
Veolia Water North America March 2012 - October 2013
Veolia Water North America October 2011 - March 2012
David A. Noyes & Co. November 2010 - March 2011
Merrill Lynch May 2010 - August 2010
Total Rehab May 2007 - June 2009
Skills
PeopleSoft, Microsoft Office, Financial Reporting, Spreadsheets, Excel, Microsoft Excel, Access, Budgets, Auditing, Finance, Financial Analysis, Accounting, PowerPoint, Outlook, Variance Analysis, Accounts Receivable, Account Reconciliation, Training, Teamwork, Forecasting, Microsoft Word, Leadership, Cash Flow, Time Management, General Ledger, Bank Reconciliation, Cash Flow Forecasting, Financial Statements, Journal Entries, Accruals, Essbase
Education
Butler University - College of Business Administration 2007 — 2011
Bachelors of Science, Finance
Anand Lodha Anand Lodha's Merrill Lynch Experience August 2012 - November 2012
Job Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Compton & Wendler, P.C. May 2014 - August 2014
Duke University Talent Identification Program June 2013 - June 2013
Merrill Lynch August 2012 - November 2012
ICF International May 2012 - July 2012
Skills
Public Speaking, Microsoft Office, Leadership, Business Strategy, Teaching, Data Analysis, Research, Financial Analysis, Corporate Finance, Statistics, Economics, Financial Accounting
Education
Rice University 2011 — 2015
Bachelor's Degree, Mathematical Economic Analysis and Managerial Studies
Cabrillo College 2007 — 2011
High School, Accounting and Business/Management
Santa Cruz High School 2007 — 2011
High School
University of California, Santa Cruz 2009 — 2009
COSMOS, Chemistry & Mathematics
Compton & Wendler, P.C. May 2014 - August 2014
Duke University Talent Identification Program June 2013 - June 2013
Merrill Lynch August 2012 - November 2012
ICF International May 2012 - July 2012
Skills
Public Speaking, Microsoft Office, Leadership, Business Strategy, Teaching, Data Analysis, Research, Financial Analysis, Corporate Finance, Statistics, Economics, Financial Accounting
Education
Rice University 2011 — 2015
Bachelor's Degree, Mathematical Economic Analysis and Managerial Studies
Cabrillo College 2007 — 2011
High School, Accounting and Business/Management
Santa Cruz High School 2007 — 2011
High School
University of California, Santa Cruz 2009 — 2009
COSMOS, Chemistry & Mathematics
Kate Whitmer Kate Whitmer's Merrill Lynch Experience November 2004 - May 2005
Job Sales Professional
Industry Biotechnology
Experience
CVS Health December 2013 - Present
Alcon Laboratories, Inc. January 2012 - December 2013
Merck July 2005 - January 2012
Merrill Lynch November 2004 - May 2005
Skills
Sales Operations, Vaccines, Sales, Selling, Managed Care, Account Management, Hospital Sales, ENT, Allergy, Training, Cardiology, Urology, Pharmaceutical Sales, Internal Medicine, Hospitals, Oncology, Product Launch, Sales Effectiveness, Pharmaceutical Industry, Buy & Bill
Education
California Lutheran University 2003 — 2005
Master of Business Administration (M.B.A.), Organizational Leadership
Cal Poly Pomona 2000 — 2003
Bachelor's degree, Hospitality Administration/Management
Cal Poly San Luis Obispo 1998 — 2000
Bachelor's degree
CVS Health December 2013 - Present
Alcon Laboratories, Inc. January 2012 - December 2013
Merck July 2005 - January 2012
Merrill Lynch November 2004 - May 2005
Skills
Sales Operations, Vaccines, Sales, Selling, Managed Care, Account Management, Hospital Sales, ENT, Allergy, Training, Cardiology, Urology, Pharmaceutical Sales, Internal Medicine, Hospitals, Oncology, Product Launch, Sales Effectiveness, Pharmaceutical Industry, Buy & Bill
Education
California Lutheran University 2003 — 2005
Master of Business Administration (M.B.A.), Organizational Leadership
Cal Poly Pomona 2000 — 2003
Bachelor's degree, Hospitality Administration/Management
Cal Poly San Luis Obispo 1998 — 2000
Bachelor's degree
Rachel Lavern, Business Systems Consultant's Merrill Lynch Experience July 1998 - March 2000
Job Business Systems Analyst | Business Develolper | IT Business Analyst | Requirements Engineer | Project Coordinator
Industry Information Technology and Services
Experience
LifeSuccess Consultants March 2009 - Present
Experience Unlimited October 2013 - October 2014
Kaiser Permanente IT June 2011 - January 2013
McKesson Pharmaceuticals June 2006 - June 2010
Kaiser Permanente IT June 2005 - May 2006
Wellpoint Health Networks May 2003 - June 2005
Community Bank of Central California February 2003 - April 2003
Bank of America May 2000 - September 2002
Merrill Lynch July 1998 - March 2000
Deltanet October 1997 - July 1998
Skills
Business Analysis, Requirements Gathering, Functional..., Use Case Analysis, Regression Testing, User Stories, Project Plans, Requirements..., Test Cases, Defect Tracking, Test Strategy, Activity Diagrams, User Scenarios, End-to-end Testing, Logical Data Modeling, Systems Thinking, System Integration..., Fit/Gap Analysis, Detail, Business Systems..., Design Thinking, ERD, Team Oriented, Setting Priorities, Group Collaboration, Consensus Builder, Bug Tracking, Skilled Communicator, Application Analysis, Technical Aptitude, Cross-group..., Priority Setting, SuccessFactors, Articulate Presenter, Status Reporting, Sequence Diagrams, DFD, Test Design, UI testing, Document Analysis, Structured Analysis, Case Tools, Information Engineering, Modeling Tools, BRD, Project Collaboration, Normalization, Training Documentation, Technical Specs, Requirements...
Education
iPEC Coaching 2009 — 2010
LifeSuccess Consultants Certification Program 2008 — 2008
California State Polytechnic University-Pomona
BS, Computer Information Systems
University of California, Berkeley, Haas School of Business
LifeSuccess Consultants March 2009 - Present
Experience Unlimited October 2013 - October 2014
Kaiser Permanente IT June 2011 - January 2013
McKesson Pharmaceuticals June 2006 - June 2010
Kaiser Permanente IT June 2005 - May 2006
Wellpoint Health Networks May 2003 - June 2005
Community Bank of Central California February 2003 - April 2003
Bank of America May 2000 - September 2002
Merrill Lynch July 1998 - March 2000
Deltanet October 1997 - July 1998
Skills
Business Analysis, Requirements Gathering, Functional..., Use Case Analysis, Regression Testing, User Stories, Project Plans, Requirements..., Test Cases, Defect Tracking, Test Strategy, Activity Diagrams, User Scenarios, End-to-end Testing, Logical Data Modeling, Systems Thinking, System Integration..., Fit/Gap Analysis, Detail, Business Systems..., Design Thinking, ERD, Team Oriented, Setting Priorities, Group Collaboration, Consensus Builder, Bug Tracking, Skilled Communicator, Application Analysis, Technical Aptitude, Cross-group..., Priority Setting, SuccessFactors, Articulate Presenter, Status Reporting, Sequence Diagrams, DFD, Test Design, UI testing, Document Analysis, Structured Analysis, Case Tools, Information Engineering, Modeling Tools, BRD, Project Collaboration, Normalization, Training Documentation, Technical Specs, Requirements...
Education
iPEC Coaching 2009 — 2010
LifeSuccess Consultants Certification Program 2008 — 2008
California State Polytechnic University-Pomona
BS, Computer Information Systems
University of California, Berkeley, Haas School of Business
Lucia Malasky's Merrill Lynch Experience July 2012 - August 2012
Job Financial Services Advisory at EY
Industry Financial Services
Experience
EY 2014 - 2014
Merrill Lynch July 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Event Planning, Teamwork, Time Management, Facebook, Social Media, Public Speaking, Organization, Data Entry, Research, Access
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Business Administration, Senior
Redwood High School 2006 — 2010
EY 2014 - 2014
Merrill Lynch July 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Event Planning, Teamwork, Time Management, Facebook, Social Media, Public Speaking, Organization, Data Entry, Research, Access
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Business Administration, Senior
Redwood High School 2006 — 2010
Sierra Hoffmann Sierra Hoffmann's Merrill Lynch Experience August 1998 - June 1999
Job Office Manager
Industry Legal Services
Experience
Law Office of Joseph Hoffmann September 2013 - Present
Cengage Learning June 2000 - September 2004
Norwest Financial July 1999 - July 2000
Merrill Lynch August 1998 - June 1999
Megumi English School July 1997 - July 1998
Women's Center at CSU Chico CA December 1997 - May 1998
Skills
Sales Operations, Consultants, Loans, Customer Service, Account Reconciliation, Publishing, Ebooks, Account Management, Marketing, Time Management, Accounting
Education
California Polytechnic State University-San Luis Obispo 1998 — 1999
Bachelor of Science (B.S.), Finance, General
早稲田大学 / Waseda University 1997 — 1998
International Business
California State University-Chico 1995 — 1997
International Business
Law Office of Joseph Hoffmann September 2013 - Present
Cengage Learning June 2000 - September 2004
Norwest Financial July 1999 - July 2000
Merrill Lynch August 1998 - June 1999
Megumi English School July 1997 - July 1998
Women's Center at CSU Chico CA December 1997 - May 1998
Skills
Sales Operations, Consultants, Loans, Customer Service, Account Reconciliation, Publishing, Ebooks, Account Management, Marketing, Time Management, Accounting
Education
California Polytechnic State University-San Luis Obispo 1998 — 1999
Bachelor of Science (B.S.), Finance, General
早稲田大学 / Waseda University 1997 — 1998
International Business
California State University-Chico 1995 — 1997
International Business
Aditya Mehta Aditya Mehta's Merrill Lynch Experience July 2009 - December 2009
Job Commercial Inside Sales at Guidance Software
Industry Computer Software
Experience
Guidance Software March 2015 - Present
Usablenet, Inc. April 2012 - January 2015
NovaStor Corporation August 2010 - April 2012
Merrill Lynch July 2009 - December 2009
California Lutheran University January 2006 - December 2009
California Lutheran University July 2008 - May 2009
Skills
Account Management, Strategic Planning, Goal Oriented, Critical Thinking, Team Management, Highly personable, Negotiation, Oral & Written..., Conflict Resolution, Sales, Complex Sales, Solution Selling, Lead Generation, Strategy, Google Analytics, B2B, Mobile Devices, Project Management, Salesforce.com, Analysis, CRM, Social Media, Business Development, Strategic Partnerships, Management, Leadership, SaaS, Microsoft Office, Marketing Strategy, Marketing, Customer Service, Communication
Education
California Lutheran University 2006 — 2009
Economics, Economics, Political Science, Finance, Develpomental Economic Policy, Environmental Economic Policy
Millennia Institute 2003 — 2005
Cambridge 'A' Levels, Economics, Management of Business
St. Stanislaus High School 1995 — 2002
Maharashtra State SSC
Guidance Software March 2015 - Present
Usablenet, Inc. April 2012 - January 2015
NovaStor Corporation August 2010 - April 2012
Merrill Lynch July 2009 - December 2009
California Lutheran University January 2006 - December 2009
California Lutheran University July 2008 - May 2009
Skills
Account Management, Strategic Planning, Goal Oriented, Critical Thinking, Team Management, Highly personable, Negotiation, Oral & Written..., Conflict Resolution, Sales, Complex Sales, Solution Selling, Lead Generation, Strategy, Google Analytics, B2B, Mobile Devices, Project Management, Salesforce.com, Analysis, CRM, Social Media, Business Development, Strategic Partnerships, Management, Leadership, SaaS, Microsoft Office, Marketing Strategy, Marketing, Customer Service, Communication
Education
California Lutheran University 2006 — 2009
Economics, Economics, Political Science, Finance, Develpomental Economic Policy, Environmental Economic Policy
Millennia Institute 2003 — 2005
Cambridge 'A' Levels, Economics, Management of Business
St. Stanislaus High School 1995 — 2002
Maharashtra State SSC
Kevin J. Caputo, CIMA®, CFP® Kevin J. Caputo, CIMA®, CFP®'s Merrill Lynch Experience January 2000 - June 2006
Job Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley Smith Barney June 2006 - February 2009
Merrill Lynch January 2000 - June 2006
Skills
Investments, Finance, Financial Services, Alternative Investments, Financial Advisory, Insurance, Risk Management, Wealth, Entrepreneurship, Management, ETFs, Bonds, Retirement Planning
Education
California Lutheran University
Bachelors, Business
Wharton School of Business
Investment Management Consultants Association (IMCA ®) Certification Program
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley Smith Barney June 2006 - February 2009
Merrill Lynch January 2000 - June 2006
Skills
Investments, Finance, Financial Services, Alternative Investments, Financial Advisory, Insurance, Risk Management, Wealth, Entrepreneurship, Management, ETFs, Bonds, Retirement Planning
Education
California Lutheran University
Bachelors, Business
Wharton School of Business
Investment Management Consultants Association (IMCA ®) Certification Program
Rick Betsch Jr.'s Merrill Lynch Experience June 2009 - August 2009
Job Account Planner at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble June 2013 - Present
Procter & Gamble August 2012 - June 2013
Procter & Gamble October 2010 - August 2012
Protis Executive Innovations July 2009 - September 2010
Merrill Lynch June 2009 - August 2009
Ultimus Funds Solutions 2008 - 2008
Skills
Sales Management, Excel, Word, ProSpace, Planograms, Business Analysis, Competitive Analysis, AC Nielsen, Consumer Insights, Consumer Products, Retail Analysis
Education
Butler University - College of Business Administration 2005 — 2009
BA of Science, Business Finance
Procter & Gamble June 2013 - Present
Procter & Gamble August 2012 - June 2013
Procter & Gamble October 2010 - August 2012
Protis Executive Innovations July 2009 - September 2010
Merrill Lynch June 2009 - August 2009
Ultimus Funds Solutions 2008 - 2008
Skills
Sales Management, Excel, Word, ProSpace, Planograms, Business Analysis, Competitive Analysis, AC Nielsen, Consumer Insights, Consumer Products, Retail Analysis
Education
Butler University - College of Business Administration 2005 — 2009
BA of Science, Business Finance
Jeremy Rudolph Jeremy Rudolph's Merrill Lynch Experience June 2007 - September 2007
Job ★ SALES ★ TEAM LEADERSHIP ★ KEY ACCOUNT ACQUISITION ★ REVENUE ENHANCEMENT ★
Industry Logistics and Supply Chain
Experience
Shipwire, Inc. May 2014 - Present
Shipwire, Inc. October 2011 - April 2014
Shipwire, Inc. May 2010 - October 2011
Wells Fargo Bank November 2008 - May 2010
Merrill Lynch June 2007 - September 2007
Bisno, Samberg & Mulvaney LLP October 2005 - June 2007
Rudolph's Interiors June 2000 - June 2006
Skills
Word, PowerPoint, Excel, Typing, 10 Key, Transcription, Microsoft Office, English, Customer Relations, Salesforce.com, Marketo, Shipwire, Social Networking, E-commerce, Interviewing, Logistics, Operational Planning, Business Relationship..., Sales Support, Team Building, Culture Building, User Interface Design, Facebook, Twitter, LinkedIn, Google+, Wikis, Google Docs, Microsoft Word, SaaS, Customer Service, Microsoft Excel, Sales Operations, Leadership, Strategy, Marketing, Email Marketing, Product Management, Operations Management, Time Management, Sales Management, Strategic Planning, Training, Project Planning, Sales
Education
California Polytechnic State University-San Luis Obispo 2006 — 2008
BS, Finance
Cuesta College 2004 — 2006
A.A, Transfer Studies
Junipero Serra High School 2001 — 2004
Temple Beth Jacob 1990 — 1999
Shipwire, Inc. May 2014 - Present
Shipwire, Inc. October 2011 - April 2014
Shipwire, Inc. May 2010 - October 2011
Wells Fargo Bank November 2008 - May 2010
Merrill Lynch June 2007 - September 2007
Bisno, Samberg & Mulvaney LLP October 2005 - June 2007
Rudolph's Interiors June 2000 - June 2006
Skills
Word, PowerPoint, Excel, Typing, 10 Key, Transcription, Microsoft Office, English, Customer Relations, Salesforce.com, Marketo, Shipwire, Social Networking, E-commerce, Interviewing, Logistics, Operational Planning, Business Relationship..., Sales Support, Team Building, Culture Building, User Interface Design, Facebook, Twitter, LinkedIn, Google+, Wikis, Google Docs, Microsoft Word, SaaS, Customer Service, Microsoft Excel, Sales Operations, Leadership, Strategy, Marketing, Email Marketing, Product Management, Operations Management, Time Management, Sales Management, Strategic Planning, Training, Project Planning, Sales
Education
California Polytechnic State University-San Luis Obispo 2006 — 2008
BS, Finance
Cuesta College 2004 — 2006
A.A, Transfer Studies
Junipero Serra High School 2001 — 2004
Temple Beth Jacob 1990 — 1999
Lenz Theodor's Merrill Lynch Experience May 2010 - August 2010
Job Senior Associate, Deal Advisory, Integration & Separation at KPMG
Industry Management Consulting
Experience
KPMG July 2014 - Present
KPMG November 2013 - July 2014
PwC September 2011 - November 2013
Pearl Street Venture Funds June 2011 - July 2011
Butler University September 2008 - May 2011
Merrill Lynch May 2010 - August 2010
The Yard Dawgs January 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Finance, Interpersonal..., Investments, Strategy, Mergers & Acquisitions, Divestitures, Acquisition Integration, High Potential, Investment Banking, Venture Capital, Forecasting, Private Equity
Education
Butler University 2008 — 2011
Bachelor of Science, Finance
KPMG July 2014 - Present
KPMG November 2013 - July 2014
PwC September 2011 - November 2013
Pearl Street Venture Funds June 2011 - July 2011
Butler University September 2008 - May 2011
Merrill Lynch May 2010 - August 2010
The Yard Dawgs January 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Finance, Interpersonal..., Investments, Strategy, Mergers & Acquisitions, Divestitures, Acquisition Integration, High Potential, Investment Banking, Venture Capital, Forecasting, Private Equity
Education
Butler University 2008 — 2011
Bachelor of Science, Finance
Ihab Said Ihab Said's Merrill Lynch Experience May 1992 - March 2013
Job Executive Director at Julius Baer
Industry Banking
Experience
Julius Baer April 2013 - Present
Merrill Lynch May 1992 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
University of Pennsylvania - The Wharton School 1981 — 1982
Non Degree Exchange Program, Finance, General
Cairo University
Bachelor of Science (BS), Economics
Julius Baer April 2013 - Present
Merrill Lynch May 1992 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
University of Pennsylvania - The Wharton School 1981 — 1982
Non Degree Exchange Program, Finance, General
Cairo University
Bachelor of Science (BS), Economics
Elvira Green Elvira Green's Merrill Lynch Experience July 1998 - August 2005
Job Coccia Real Estate Group, LLC
Industry Financial Services
Experience
Coccia Real Estate Group, LLC June 2011 - Present
Bella Piazza, LLC January 2010 - Present
Wells Fargo Home Mortgage August 2005 - March 2010
Merrill Lynch July 1998 - August 2005
Skills
Real Estate, First Time Home Buyers, Mortgage Lending, Mortgage Banking, Sales, Condos, Management, Customer Service, Real Property, Investment Properties, Loans, Investments, Marketing, Refinance, Credit, Leadership, Negotiation, Single Family Homes, Sellers, Residential Homes, Cash Management, Accounting, FHA, Finance, Real Estate Transactions, Foreclosures, Marketing Strategy, Contract Negotiation, Relocation, Process Improvement, Short Sales, Loan Origination, Residential Mortgages, Referrals, Strategic Planning, Microsoft Office, Investors, New Home Sales, Banking, Sales Management, Real Estate Financing
Education
Caldwell University 1993 — 1997
Bachelor’s Degree, Buisness
HP 1989 — 1993
Coccia Real Estate Group, LLC June 2011 - Present
Bella Piazza, LLC January 2010 - Present
Wells Fargo Home Mortgage August 2005 - March 2010
Merrill Lynch July 1998 - August 2005
Skills
Real Estate, First Time Home Buyers, Mortgage Lending, Mortgage Banking, Sales, Condos, Management, Customer Service, Real Property, Investment Properties, Loans, Investments, Marketing, Refinance, Credit, Leadership, Negotiation, Single Family Homes, Sellers, Residential Homes, Cash Management, Accounting, FHA, Finance, Real Estate Transactions, Foreclosures, Marketing Strategy, Contract Negotiation, Relocation, Process Improvement, Short Sales, Loan Origination, Residential Mortgages, Referrals, Strategic Planning, Microsoft Office, Investors, New Home Sales, Banking, Sales Management, Real Estate Financing
Education
Caldwell University 1993 — 1997
Bachelor’s Degree, Buisness
HP 1989 — 1993
christine choi christine choi's Merrill Lynch Experience January 2008 - Present
Job Wealth Management Banker at Merrill Lynch
Industry Banking
Experience
Merrill Lynch January 2008 - Present
Wells Fargo April 2000 - January 2008
Wells Fargo 1998 - April 2000
Wells Fargo November 1997 - December 1998
Wells Fargo June 1996 - November 1997
Skills
Banking, Mortgage Lending, Credit, Loans, Loan Origination, Mortgage Banking, Consumer Lending, Portfolio Management, Retail Banking, Wealth Management, Private Banking, Series 7, Cash Management, Series 63, Customer Service, Customer Retention, Customer Experience, Customer Satisfaction, Long-term Customer..., Customer Engagement
Education
California Polytechnic State University-San Luis Obispo 1991 — 1996
Bachelor of Business Administration (B.B.A.), Marketing
Merrill Lynch January 2008 - Present
Wells Fargo April 2000 - January 2008
Wells Fargo 1998 - April 2000
Wells Fargo November 1997 - December 1998
Wells Fargo June 1996 - November 1997
Skills
Banking, Mortgage Lending, Credit, Loans, Loan Origination, Mortgage Banking, Consumer Lending, Portfolio Management, Retail Banking, Wealth Management, Private Banking, Series 7, Cash Management, Series 63, Customer Service, Customer Retention, Customer Experience, Customer Satisfaction, Long-term Customer..., Customer Engagement
Education
California Polytechnic State University-San Luis Obispo 1991 — 1996
Bachelor of Business Administration (B.B.A.), Marketing
John (JT) Fisher's Merrill Lynch Experience September 2008 - October 2011
Job Regional Sales Manager
Industry Internet
Experience
OneLogin, Inc. May 2014 - Present
Reputation.com October 2011 - April 2014
Merrill Lynch September 2008 - October 2011
Northrop Grumman June 2006 - September 2008
Morgan Stanley June 2004 - August 2004
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Business Development, Risk Management, Investments, Series 7, Process Improvement, Start-ups, Valuation, Portfolio Management, Finance, Corporate Finance, Due Diligence, Strategy, Accounting
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Business Administration, Finance and Accounting with Minor in Economics
OneLogin, Inc. May 2014 - Present
Reputation.com October 2011 - April 2014
Merrill Lynch September 2008 - October 2011
Northrop Grumman June 2006 - September 2008
Morgan Stanley June 2004 - August 2004
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Business Development, Risk Management, Investments, Series 7, Process Improvement, Start-ups, Valuation, Portfolio Management, Finance, Corporate Finance, Due Diligence, Strategy, Accounting
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Business Administration, Finance and Accounting with Minor in Economics
Justin Woodward Justin Woodward's Merrill Lynch Experience June 2004 - August 2004
Job Financial Analyst at Southern California Edison
Industry Utilities
Experience
School on Wheels, Inc. April 2011 - Present
Southern California Edison October 2007 - Present
IBM March 2007 - October 2007
IBM October 2006 - December 2006
IBM June 2005 - June 2006
Merrill Lynch June 2004 - August 2004
IBM June 2003 - August 2003
IBM June 2002 - August 2002
Skills
Business Analysis, SAP, Financial Analysis, Access, SAP BW, VBA, Business Intelligence, SAP Implementation, SAP ERP, ECC, ITIL, SAP BI
Education
Cal Poly San Luis Obispo 2001 — 2006
BS, Business Finance
School on Wheels, Inc. April 2011 - Present
Southern California Edison October 2007 - Present
IBM March 2007 - October 2007
IBM October 2006 - December 2006
IBM June 2005 - June 2006
Merrill Lynch June 2004 - August 2004
IBM June 2003 - August 2003
IBM June 2002 - August 2002
Skills
Business Analysis, SAP, Financial Analysis, Access, SAP BW, VBA, Business Intelligence, SAP Implementation, SAP ERP, ECC, ITIL, SAP BI
Education
Cal Poly San Luis Obispo 2001 — 2006
BS, Business Finance
Ryan Wegeng's Merrill Lynch Experience May 2011 - September 2011
Job Financial Analyst
Industry Commercial Real Estate
Experience
4086 Advisors May 2013 - Present
NGA Pro Golf Tour December 2011 - September 2012
Merrill Lynch May 2011 - September 2011
Nike Golf March 2009 - August 2010
Skills
Portfolio Management
Education
Butler University 2007 — 2011
Bachelor's degree, Economics, Graduate 3.65 GPA
4086 Advisors May 2013 - Present
NGA Pro Golf Tour December 2011 - September 2012
Merrill Lynch May 2011 - September 2011
Nike Golf March 2009 - August 2010
Skills
Portfolio Management
Education
Butler University 2007 — 2011
Bachelor's degree, Economics, Graduate 3.65 GPA
Garth Gipson Garth Gipson's Merrill Lynch Experience January 2009 - January 2011
Job Financial Advisor and Franchise Owner with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
CitizensTrust- a division of Citizens Business Bank January 2011 - October 2014
Merrill Lynch January 2009 - January 2011
United States Navy August 2004 - December 2008
Education
California Polytechnic State University-San Luis Obispo 2002 — 2004
B.S., Business Administration
Ameriprise Financial Services, Inc. October 2014 - Present
CitizensTrust- a division of Citizens Business Bank January 2011 - October 2014
Merrill Lynch January 2009 - January 2011
United States Navy August 2004 - December 2008
Education
California Polytechnic State University-San Luis Obispo 2002 — 2004
B.S., Business Administration
Jack Biedebach, CFP®, CRPS Jack Biedebach, CFP®, CRPS's Merrill Lynch Experience April 2007 - February 2009
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER (R), Wealth Manager, IRA Rollover Specialist, 7149121859
Industry Financial Services
Experience
JBG Wealth Management September 2014 - Present
City National Securities May 2010 - September 2014
Merrill Lynch April 2007 - February 2009
Skills
Certified Financial..., Investments, Portfolio Management, Wealth Management, Series 7, Finance, Retirement Planning, Asset Allocation, Investment Advisory, Retirement, Financial Planning, Mutual Funds, Wealth Management..., Investment Strategies, 401k, Investment Management, Strategic Financial..., Estate Planning, Asset Management, Private Banking, Wealth, 529 College Savings..., Alternative Investments, Fixed Income, High Net Worth..., ETFs, 401k Rollovers, Uniform Combined State..., Series 66, Commercial Mortgages, Securities
Education
UC Irvine 2011 — 2012
Personal Financial Planning Program
California State Polytechnic University-Pomona 1986 — 1989
Bachelor of Science, Business Administration, Marketing Management, Finance, Accounting
St. Thomas Aquinas High School 1980 — 1984
High School Diploma
JBG Wealth Management September 2014 - Present
City National Securities May 2010 - September 2014
Merrill Lynch April 2007 - February 2009
Skills
Certified Financial..., Investments, Portfolio Management, Wealth Management, Series 7, Finance, Retirement Planning, Asset Allocation, Investment Advisory, Retirement, Financial Planning, Mutual Funds, Wealth Management..., Investment Strategies, 401k, Investment Management, Strategic Financial..., Estate Planning, Asset Management, Private Banking, Wealth, 529 College Savings..., Alternative Investments, Fixed Income, High Net Worth..., ETFs, 401k Rollovers, Uniform Combined State..., Series 66, Commercial Mortgages, Securities
Education
UC Irvine 2011 — 2012
Personal Financial Planning Program
California State Polytechnic University-Pomona 1986 — 1989
Bachelor of Science, Business Administration, Marketing Management, Finance, Accounting
St. Thomas Aquinas High School 1980 — 1984
High School Diploma
Karl Sum Lee, CTP, EA, MBA Karl Sum Lee, CTP, EA, MBA's Merrill Lynch Experience September 1995 - April 1996
Job Senior Finance Manager Corp FP&A at Cisco Systems, Certified Treasury Professional (CTP), Enrolled Agent (EA)
Industry Accounting
Experience
Cisco Systems January 2008 - Present
Granite Construction Inc. October 2006 - November 2007
CPP, Inc. December 2002 - October 2006
Intel Corporation December 1996 - March 2002
Westcliff Capital Management June 1996 - December 1996
Merrill Lynch September 1995 - April 1996
A.G. Edwards May 1995 - September 1995
HMH, Inc. February 1992 - December 1994
Skills
Oracle 11i and R12, SAP BusinessObjects, Essbase, MS Access, Excel, Budget Variance Analysis, Royalty Accounting, Treasury Management, Gross Margin Analysis, Cash Management, Profitability Reporting..., JD Edwards, Peachtree Accounting, PowerPoint, Bank of America Direct, Sungard eTreasury..., Corporate Finance, Contract Review, Federal Taxation, Contract Management, Private Pilot, CTP, Enrolled Agent, Demantra, Longview PlanIt, Hyperion Planning, Access, Variance Analysis, Forecasting, Financial Analysis, Finance, Analysis, General Ledger, Accounting
Education
Drake University 1995 — 1996
MBA, Finance
California Polytechnic State University-San Luis Obispo 1985 — 1992
BS, Civil Engineering
Cisco Systems January 2008 - Present
Granite Construction Inc. October 2006 - November 2007
CPP, Inc. December 2002 - October 2006
Intel Corporation December 1996 - March 2002
Westcliff Capital Management June 1996 - December 1996
Merrill Lynch September 1995 - April 1996
A.G. Edwards May 1995 - September 1995
HMH, Inc. February 1992 - December 1994
Skills
Oracle 11i and R12, SAP BusinessObjects, Essbase, MS Access, Excel, Budget Variance Analysis, Royalty Accounting, Treasury Management, Gross Margin Analysis, Cash Management, Profitability Reporting..., JD Edwards, Peachtree Accounting, PowerPoint, Bank of America Direct, Sungard eTreasury..., Corporate Finance, Contract Review, Federal Taxation, Contract Management, Private Pilot, CTP, Enrolled Agent, Demantra, Longview PlanIt, Hyperion Planning, Access, Variance Analysis, Forecasting, Financial Analysis, Finance, Analysis, General Ledger, Accounting
Education
Drake University 1995 — 1996
MBA, Finance
California Polytechnic State University-San Luis Obispo 1985 — 1992
BS, Civil Engineering
Robert B. Dennis Robert B. Dennis's Merrill Lynch Experience March 2006 - October 2006
Job Assistant Football Coach at Missouri Valley College
Industry Sports
Experience
Missouri Valley College August 2014 - Present
Gavilan College 2011 - 2013
Gavilan College July 2012 - July 2012
Shasta College 2010 - 2011
UBS Wealth Management 2008 - 2010
UBS Wealth Management 2007 - 2008
Merrill Lynch March 2006 - October 2006
Chase 2000 - 2006
Skills
Business Relationship..., Securities Lending, Retail Banking, Personnel Management, Training Delivery, Strategic Planning, Military Experience, Intercollegiate..., College Football, Financial Services, Financial Advisory, Sports Coaching, Project Planning, Banking, Strategic Financial..., Leadership, Recruiting, Financial Planning, Public Speaking, Coaching, Higher Education, Teaching, Fundraising, Event Planning, Sports, Athletics
Education
Lindenwood University 2015 — 2017
Master of Business Administration (M.B.A.), Applied Economics, Candidate
Missouri Valley College 2014 — 2015
Bachelor's Degree, History
University of Pennsylvania - The Wharton School 2014 — 2014
Business Administration, Management and Operations
University of Virginia - Darden Graduate School of Business Administration 2013 — 2013
Business/Managerial Economics
California State University-Chico 1993 — 1995
Social Sciences
Butte College 1991 — 1992
Associate's Degree, Social Sciences
Missouri Valley College August 2014 - Present
Gavilan College 2011 - 2013
Gavilan College July 2012 - July 2012
Shasta College 2010 - 2011
UBS Wealth Management 2008 - 2010
UBS Wealth Management 2007 - 2008
Merrill Lynch March 2006 - October 2006
Chase 2000 - 2006
Skills
Business Relationship..., Securities Lending, Retail Banking, Personnel Management, Training Delivery, Strategic Planning, Military Experience, Intercollegiate..., College Football, Financial Services, Financial Advisory, Sports Coaching, Project Planning, Banking, Strategic Financial..., Leadership, Recruiting, Financial Planning, Public Speaking, Coaching, Higher Education, Teaching, Fundraising, Event Planning, Sports, Athletics
Education
Lindenwood University 2015 — 2017
Master of Business Administration (M.B.A.), Applied Economics, Candidate
Missouri Valley College 2014 — 2015
Bachelor's Degree, History
University of Pennsylvania - The Wharton School 2014 — 2014
Business Administration, Management and Operations
University of Virginia - Darden Graduate School of Business Administration 2013 — 2013
Business/Managerial Economics
California State University-Chico 1993 — 1995
Social Sciences
Butte College 1991 — 1992
Associate's Degree, Social Sciences
Tom Arstingstall Tom Arstingstall's Merrill Lynch Experience July 2010 - September 2010
Job Analyst at LP Capital Advisors, a Pavilion Company
Industry Financial Services
Experience
LP Capital Advisors, a Pavilion Company October 2013 - Present
Triage Consulting Group September 2011 - October 2013
Wells Fargo January 2009 - June 2011
Merrill Lynch July 2010 - September 2010
FPI Management July 2009 - September 2009
Skills
Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Analysis, Data Analysis, Healthcare, Healthcare Information..., Healthcare Consulting, Financial Modeling
Education
California Polytechnic State University-San Luis Obispo 2008 — 2011
Bachelor's Degree, Accounting and Finance, 3.34 GPA
LP Capital Advisors, a Pavilion Company October 2013 - Present
Triage Consulting Group September 2011 - October 2013
Wells Fargo January 2009 - June 2011
Merrill Lynch July 2010 - September 2010
FPI Management July 2009 - September 2009
Skills
Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Analysis, Data Analysis, Healthcare, Healthcare Information..., Healthcare Consulting, Financial Modeling
Education
California Polytechnic State University-San Luis Obispo 2008 — 2011
Bachelor's Degree, Accounting and Finance, 3.34 GPA
Brian Ahern Brian Ahern's Merrill Lynch Experience June 2013 - September 2013
Job Associate Consultant at Triage Consulting Group
Industry Financial Services
Experience
Triage Consulting Group June 2014 - Present
Taylor Frigon Capital Management LLC April 2013 - December 2013
Merrill Lynch June 2013 - September 2013
MINDBODY, Inc. June 2012 - June 2013
Peninsula Catering Group March 2011 - June 2012
Bay City Appraisals June 2010 - September 2010
Skills
Microsoft Excel, Sales, PowerPoint, Start-ups, Microsoft Office, Microsoft Word, Mac OS X, Cold Calling, Data Analysis, Social Networking, Financial Modeling, Valuation, Private Equity, Business Intelligence, Public Speaking
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science, Finance and Financial Management Services
Junipero Serra High School 2005 — 2009
University of Barcelona
Triage Consulting Group June 2014 - Present
Taylor Frigon Capital Management LLC April 2013 - December 2013
Merrill Lynch June 2013 - September 2013
MINDBODY, Inc. June 2012 - June 2013
Peninsula Catering Group March 2011 - June 2012
Bay City Appraisals June 2010 - September 2010
Skills
Microsoft Excel, Sales, PowerPoint, Start-ups, Microsoft Office, Microsoft Word, Mac OS X, Cold Calling, Data Analysis, Social Networking, Financial Modeling, Valuation, Private Equity, Business Intelligence, Public Speaking
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science, Finance and Financial Management Services
Junipero Serra High School 2005 — 2009
University of Barcelona
Alissa Quon Alissa Quon's Merrill Lynch Experience February 2012 - May 2012
Job Project Manager at Edlio, Inc.
Industry Higher Education
Experience
Edlio, Inc. July 2013 - Present
California Lutheran University August 2011 - May 2013
Nufer Marketing Research, Inc. January 2013 - April 2013
Neff Headwear May 2012 - September 2012
JD Power and Associates - The McGraw-Hill Companies April 2012 - August 2012
Merrill Lynch February 2012 - May 2012
Victoria's Secret May 2010 - March 2011
Carole Glovsky, Attorney at Law September 2007 - August 2009
Skills
Public Speaking, Research, PowerPoint, Customer Service, Social Media, Microsoft Office, Time Management, Microsoft Excel, Microsoft Word, Facebook, Marketing Communications, Global Marketing, Marketing, Training, Management, Market Research, Access
Education
California Lutheran University 2009 — 2013
Bachelor of Science (B.S.), Business Administration
California Lutheran University 2009 — 2013
Bachelor of Arts (B.A.), Political Science
Edlio, Inc. July 2013 - Present
California Lutheran University August 2011 - May 2013
Nufer Marketing Research, Inc. January 2013 - April 2013
Neff Headwear May 2012 - September 2012
JD Power and Associates - The McGraw-Hill Companies April 2012 - August 2012
Merrill Lynch February 2012 - May 2012
Victoria's Secret May 2010 - March 2011
Carole Glovsky, Attorney at Law September 2007 - August 2009
Skills
Public Speaking, Research, PowerPoint, Customer Service, Social Media, Microsoft Office, Time Management, Microsoft Excel, Microsoft Word, Facebook, Marketing Communications, Global Marketing, Marketing, Training, Management, Market Research, Access
Education
California Lutheran University 2009 — 2013
Bachelor of Science (B.S.), Business Administration
California Lutheran University 2009 — 2013
Bachelor of Arts (B.A.), Political Science
Heather Kissel's Merrill Lynch Experience January 2007 - May 2007
Job Senior Product Specialist, Supplies Product Management at Zebra Technologies
Industry Marketing and Advertising
Experience
Zebra Technologies April 2011 - Present
State Farm Insurance, Karen Ayers Agency September 2009 - April 2011
The North Carolina Subway Group, Inc. December 2007 - June 2009
Merrill Lynch January 2007 - May 2007
Beazer Homes May 2006 - August 2006
Skills
Product Management, Product Marketing, Customer Service, Product Development, Product Launch, Event Planning, Marketing, Marketing Communications, Marketing Strategy, Public Speaking, CRM
Education
Butler University - College of Business Administration 2003 — 2007
B.S., Marketing
Butler University - College of Business Administration
Bachelor of Science (B.S.), Marketing
Zebra Technologies April 2011 - Present
State Farm Insurance, Karen Ayers Agency September 2009 - April 2011
The North Carolina Subway Group, Inc. December 2007 - June 2009
Merrill Lynch January 2007 - May 2007
Beazer Homes May 2006 - August 2006
Skills
Product Management, Product Marketing, Customer Service, Product Development, Product Launch, Event Planning, Marketing, Marketing Communications, Marketing Strategy, Public Speaking, CRM
Education
Butler University - College of Business Administration 2003 — 2007
B.S., Marketing
Butler University - College of Business Administration
Bachelor of Science (B.S.), Marketing
Dallas Brown Dallas Brown's Merrill Lynch Experience June 2012 - September 2012
Job Marketing Manager at Offers Network
Industry Financial Services
Experience
Remarking.it October 2012 - Present
Happy Tails Dog Kennel August 2009 - December 2012
Merrill Lynch June 2012 - September 2012
Skills
Technical Analysis, Product Development, Project Management, Process Improvement, Managing Start-ups, Social Media Marketing, Online Reputation..., Business Strategy, New Business Development, E-commerce
Education
Cal Poly San Luis Obispo 2012 — 2014
Economics, Business/Managerial Economics
Atascadero High School 2006 — 2009
Remarking.it October 2012 - Present
Happy Tails Dog Kennel August 2009 - December 2012
Merrill Lynch June 2012 - September 2012
Skills
Technical Analysis, Product Development, Project Management, Process Improvement, Managing Start-ups, Social Media Marketing, Online Reputation..., Business Strategy, New Business Development, E-commerce
Education
Cal Poly San Luis Obispo 2012 — 2014
Economics, Business/Managerial Economics
Atascadero High School 2006 — 2009
Kim Talarico's Merrill Lynch Experience November 1995 - December 1998
Job Owner at All Dogs Welcome
Industry Nonprofit Organization Management
Experience
Examiner.com January 2012 - Present
All Dogs Welcome January 2011 - Present
KPMG March 2004 - July 2010
Credit Suisse First Boston March 2002 - December 2003
Mellon Investor Services January 2000 - March 2002
Credit Suisse First Boston January 1999 - January 2000
Merrill Lynch November 1995 - December 1998
Assist Consulting Services February 1987 - November 1995
Skills
Business Analysis, IT Strategy, Business Process..., Accounting, Financial Reporting, Process Improvement, Change Management, Program Management, Web Design, Web Development, Social Media, Social Networking, Fundraising, Dogs, Pets, Blogging, Creative Writing, Technical Writing, Report Writing, Feature Articles, Magazine Articles, Editing, Editorial, Facebook, Social Media Marketing, Newsletters, Public Relations, Dog Training, Email Marketing, Publishing, Nonprofits, Public Speaking, Entrepreneurship, Management, Team Building, Marketing Strategy, Small Business, Event Management, SEO, Marketing, Online Marketing, Start-ups, CRM, Training, Leadership, Online Advertising, Software Documentation, Marketing Communications, Advertising, Copywriting
Education
Caldwell College 1974 — 1979
Bachelor of Science, Business Administration
Examiner.com January 2012 - Present
All Dogs Welcome January 2011 - Present
KPMG March 2004 - July 2010
Credit Suisse First Boston March 2002 - December 2003
Mellon Investor Services January 2000 - March 2002
Credit Suisse First Boston January 1999 - January 2000
Merrill Lynch November 1995 - December 1998
Assist Consulting Services February 1987 - November 1995
Skills
Business Analysis, IT Strategy, Business Process..., Accounting, Financial Reporting, Process Improvement, Change Management, Program Management, Web Design, Web Development, Social Media, Social Networking, Fundraising, Dogs, Pets, Blogging, Creative Writing, Technical Writing, Report Writing, Feature Articles, Magazine Articles, Editing, Editorial, Facebook, Social Media Marketing, Newsletters, Public Relations, Dog Training, Email Marketing, Publishing, Nonprofits, Public Speaking, Entrepreneurship, Management, Team Building, Marketing Strategy, Small Business, Event Management, SEO, Marketing, Online Marketing, Start-ups, CRM, Training, Leadership, Online Advertising, Software Documentation, Marketing Communications, Advertising, Copywriting
Education
Caldwell College 1974 — 1979
Bachelor of Science, Business Administration
Conrad Aleks's Merrill Lynch Experience March 2015 - Present
Job Merrill Lynch Century City PBIG
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Merrill Lynch May 2014 - April 2015
Merrill Lynch February 2014 - May 2014
GT Journal June 2013 - May 2014
Conejo Valley Recreation & Park District May 2013 - May 2014
Conejo Valley Recreation and Park District June 2007 - May 2014
Northwestern Mutual May 2012 - October 2013
Abercrombie & Fitch December 2008 - December 2011
Skills
Public Speaking, Social Media, Marketing, Sales, Social Networking, Life Insurance, Leadership, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Marketing Communications, Recruiting, Facebook, Retail, Customer Satisfaction, Team Building, Outlook, Management, Strategic Planning, Coaching, Budgets, Inventory Management, Insurance, Event Planning, Time Management, Entrepreneurship, Finance, Communication, Research, Investments
Education
California Lutheran University 2014 — 2016
Master of Business Administration (MBA), International Business
California Lutheran University 2010 — 2014
Bachelor of Arts, Marketing Communication
Westlake High School 2006 — 2010
Diploma, General Studies
Merrill Lynch March 2015 - Present
Merrill Lynch May 2014 - April 2015
Merrill Lynch February 2014 - May 2014
GT Journal June 2013 - May 2014
Conejo Valley Recreation & Park District May 2013 - May 2014
Conejo Valley Recreation and Park District June 2007 - May 2014
Northwestern Mutual May 2012 - October 2013
Abercrombie & Fitch December 2008 - December 2011
Skills
Public Speaking, Social Media, Marketing, Sales, Social Networking, Life Insurance, Leadership, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Marketing Communications, Recruiting, Facebook, Retail, Customer Satisfaction, Team Building, Outlook, Management, Strategic Planning, Coaching, Budgets, Inventory Management, Insurance, Event Planning, Time Management, Entrepreneurship, Finance, Communication, Research, Investments
Education
California Lutheran University 2014 — 2016
Master of Business Administration (MBA), International Business
California Lutheran University 2010 — 2014
Bachelor of Arts, Marketing Communication
Westlake High School 2006 — 2010
Diploma, General Studies
David O'Connor, MBA David O'Connor, MBA's Merrill Lynch Experience September 2010 - March 2012
Job Director of Business Development at Global Pharmaceutical Wholesale
Industry Computer Software
Experience
Global Pharmaceutical Wholesale July 2015 - Present
Michigan Irish American Chamber of Commerce March 2012 - Present
Fresenius Medical Care December 2013 - 2015
Blue Water Financial Group March 2012 - December 2012
Merrill Lynch September 2010 - March 2012
J. P Morgan - Chase December 2008 - July 2010
Cephalon November 2003 - November 2008
Wyeth June 1998 - November 2003
Skills
Software Sales, Chambers of Commerce, Public Speaking, CompTIA A+, Business Development, Biotechnology, Sales, Leadership, Finance, Small Business, Management, Marketing, Healthcare Industry, Alumni Relations, Project Management, Marketing Strategy, Social Media..., Neuroscience, Retirement, Securities, Strategic Financial..., Financial Planning, Risk Management
Education
University of Detroit Mercy
Master of Science (MS), Computer and Information Systems Security/Information Assurance
California Lutheran University 2008 — 2012
California Lutheran University MBA School of Management, Financial Planning - (California Institute of Finance is accredited by the CFP board of Standards), 3.375
Northern Michigan University 1992 — 1996
BS, Psychology / Biology (Neuroscience and Psychopharmacology concentration)
Lake Fenton High School 1988 — 1992
diploma, college preparation
Global Pharmaceutical Wholesale July 2015 - Present
Michigan Irish American Chamber of Commerce March 2012 - Present
Fresenius Medical Care December 2013 - 2015
Blue Water Financial Group March 2012 - December 2012
Merrill Lynch September 2010 - March 2012
J. P Morgan - Chase December 2008 - July 2010
Cephalon November 2003 - November 2008
Wyeth June 1998 - November 2003
Skills
Software Sales, Chambers of Commerce, Public Speaking, CompTIA A+, Business Development, Biotechnology, Sales, Leadership, Finance, Small Business, Management, Marketing, Healthcare Industry, Alumni Relations, Project Management, Marketing Strategy, Social Media..., Neuroscience, Retirement, Securities, Strategic Financial..., Financial Planning, Risk Management
Education
University of Detroit Mercy
Master of Science (MS), Computer and Information Systems Security/Information Assurance
California Lutheran University 2008 — 2012
California Lutheran University MBA School of Management, Financial Planning - (California Institute of Finance is accredited by the CFP board of Standards), 3.375
Northern Michigan University 1992 — 1996
BS, Psychology / Biology (Neuroscience and Psychopharmacology concentration)
Lake Fenton High School 1988 — 1992
diploma, college preparation
Brad Evans's Merrill Lynch Experience June 2009 - August 2009
Job Senior Consultant at Concord
Industry Financial Services
Experience
Concord August 2015 - Present
Wells Fargo March 2014 - July 2015
Boom Lab- Banking Client April 2013 - March 2014
Numberworks April 2011 - October 2012
Royal United Mortgage February 2010 - February 2011
Merrill Lynch June 2009 - August 2009
Thomson Reuters June 2008 - August 2008
Skills
Recruiting, Business Development, Communication, Financial Analysis, Networking, Project Coordination, Organization, Business Process Mapping, Public Speaking, Accounting, Finance, Analysis, Mergers & Acquisitions, Human Resources, Team Building, Mergers, Process Improvement, Customer Service, Sales, Banking, Leadership, Microsoft Excel, Microsoft Office, Management, Accounts Receivable, Marketing
Education
Butler University - College of Business Administration 2006 — 2009
BA, Finance
Concord August 2015 - Present
Wells Fargo March 2014 - July 2015
Boom Lab- Banking Client April 2013 - March 2014
Numberworks April 2011 - October 2012
Royal United Mortgage February 2010 - February 2011
Merrill Lynch June 2009 - August 2009
Thomson Reuters June 2008 - August 2008
Skills
Recruiting, Business Development, Communication, Financial Analysis, Networking, Project Coordination, Organization, Business Process Mapping, Public Speaking, Accounting, Finance, Analysis, Mergers & Acquisitions, Human Resources, Team Building, Mergers, Process Improvement, Customer Service, Sales, Banking, Leadership, Microsoft Excel, Microsoft Office, Management, Accounts Receivable, Marketing
Education
Butler University - College of Business Administration 2006 — 2009
BA, Finance
Jacqueline (DeLeon) Ortiz's Merrill Lynch Experience April 2002 - Present
Job Officer Risk Dept Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2002 - Present
Fidelity Investments 1994 - February 1999
Paine Webber 1993 - 1996
Skills
Margin, Financial Reporting, Operational Risk..., Private Banking, CDS, Commercial Lending, Loan Servicing, Collateral Management, Collateral, Wire Transfers
Education
Caldwell College 1982 — 1986
BS, Economics/Finance
Essex County College 1981 — 1982
Merrill Lynch April 2002 - Present
Fidelity Investments 1994 - February 1999
Paine Webber 1993 - 1996
Skills
Margin, Financial Reporting, Operational Risk..., Private Banking, CDS, Commercial Lending, Loan Servicing, Collateral Management, Collateral, Wire Transfers
Education
Caldwell College 1982 — 1986
BS, Economics/Finance
Essex County College 1981 — 1982
Andrew Pancio's Merrill Lynch Experience January 2005 - May 2005
Job Account Manager at Maxim Integrated Products
Industry Semiconductors
Experience
Maxim Integrated Products July 2005 - Present
Merrill Lynch January 2005 - May 2005
Skills
Excel, Microsoft Excel, Cross-functional Team..., Product Development, Account Management, Semiconductors, Semiconductor Industry, Product Management, Product Marketing, Management, Sales, Customer Service, IC, Marketing, Electronics, Program Management
Education
Butler University - College of Business Administration 2001 — 2005
Bachelor of Science, Cum Laude, Finance, Spanish
Maxim Integrated Products July 2005 - Present
Merrill Lynch January 2005 - May 2005
Skills
Excel, Microsoft Excel, Cross-functional Team..., Product Development, Account Management, Semiconductors, Semiconductor Industry, Product Management, Product Marketing, Management, Sales, Customer Service, IC, Marketing, Electronics, Program Management
Education
Butler University - College of Business Administration 2001 — 2005
Bachelor of Science, Cum Laude, Finance, Spanish
Mike Ovenden Mike Ovenden's Merrill Lynch Experience December 1992 - December 2001
Job Manager of Systems & Services at The Appliance Center
Industry Wholesale
Experience
The Appliance Center February 2002 - Present
Merrill Lynch December 1992 - December 2001
Skills
Process Improvement, Business Analysis, Strategic Planning, Microsoft Office, Program Management, Project Management, Customer Service, Vendor Management, Leadership, Management, Contract Negotiation, Training, Sales, New Business Development
Education
California Polytechnic State University-San Luis Obispo 1980 — 1984
BSc, Applied Mathematics
The Appliance Center February 2002 - Present
Merrill Lynch December 1992 - December 2001
Skills
Process Improvement, Business Analysis, Strategic Planning, Microsoft Office, Program Management, Project Management, Customer Service, Vendor Management, Leadership, Management, Contract Negotiation, Training, Sales, New Business Development
Education
California Polytechnic State University-San Luis Obispo 1980 — 1984
BSc, Applied Mathematics
Gregory Anderson, CFP® Gregory Anderson, CFP®'s Merrill Lynch Experience July 2007 - January 2009
Job Financial Professional
Industry Financial Services
Experience
Financial Professional May 2013 - Present
Four Seasons Wealth Management May 2011 - May 2013
Fifth Third Securities April 2010 - February 2012
Ameriprise Financial Services, Inc. March 2009 - April 2010
Merrill Lynch July 2007 - January 2009
Pattonville School District August 2001 - June 2007
Cuyama Joint Unified School District August 1998 - June 2001
Education
California Polytechnic State University-San Luis Obispo 1991 — 1997
Financial Professional May 2013 - Present
Four Seasons Wealth Management May 2011 - May 2013
Fifth Third Securities April 2010 - February 2012
Ameriprise Financial Services, Inc. March 2009 - April 2010
Merrill Lynch July 2007 - January 2009
Pattonville School District August 2001 - June 2007
Cuyama Joint Unified School District August 1998 - June 2001
Education
California Polytechnic State University-San Luis Obispo 1991 — 1997
Amr Alsadek Amr Alsadek's Merrill Lynch Experience 2005 - 2006
Job Director of Operations at Inova Health System
Industry Hospital & Health Care
Experience
Inova Health System December 2014 - Present
Krav Maga Maryland 2010 - Present
Johns Hopkins Medicine International June 2011 - November 2014
Johns Hopkins Medicine International April 2010 - June 2011
Beverly Hills Advanced Laser May 2006 - December 2009
Merrill Lynch 2005 - 2006
Long & Foster Companies 2003 - 2006
Skills
Business Management, Financial Planning, Structural Analysis, Strategic Planning, Business Analysis, Business Process, Business Process..., Business Development, Microsoft Office, Modern Standard Arabic, Egyptian Arabic, Service Recovery, Negotiation, Management, Marketing, Analysis, Healthcare, Healthcare Management, Hospitals, Process Improvement, Project Management, Public Speaking, Strategic Financial..., Team Building
Education
University of Baltimore 2002 — 2005
MBA, Business Administration
Cairo University 1996 — 2001
Bachelor of Science, Economics & Political Science
Inova Health System December 2014 - Present
Krav Maga Maryland 2010 - Present
Johns Hopkins Medicine International June 2011 - November 2014
Johns Hopkins Medicine International April 2010 - June 2011
Beverly Hills Advanced Laser May 2006 - December 2009
Merrill Lynch 2005 - 2006
Long & Foster Companies 2003 - 2006
Skills
Business Management, Financial Planning, Structural Analysis, Strategic Planning, Business Analysis, Business Process, Business Process..., Business Development, Microsoft Office, Modern Standard Arabic, Egyptian Arabic, Service Recovery, Negotiation, Management, Marketing, Analysis, Healthcare, Healthcare Management, Hospitals, Process Improvement, Project Management, Public Speaking, Strategic Financial..., Team Building
Education
University of Baltimore 2002 — 2005
MBA, Business Administration
Cairo University 1996 — 2001
Bachelor of Science, Economics & Political Science
Matthew Hunstock Matthew Hunstock's Merrill Lynch Experience February 2008 - May 2012
Job Financial Advisor at Strategic Planning & Investment Advisors Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Strategic Planning & Investment Advisors- Ameriprise Financial Services, Inc. May 2012 - Present
Merrill Lynch February 2008 - May 2012
LPL Financial January 2007 - November 2007
FSC Securities April 2005 - December 2006
Wells Fargo Financial October 2003 - October 2004
Education
California Lutheran University 2004 — 2006
MBA, emphasis in Financial Planning
University of California, Santa Barbara 1998 — 2003
Bachelors Degree, History & Business Economics
Strategic Planning & Investment Advisors- Ameriprise Financial Services, Inc. May 2012 - Present
Merrill Lynch February 2008 - May 2012
LPL Financial January 2007 - November 2007
FSC Securities April 2005 - December 2006
Wells Fargo Financial October 2003 - October 2004
Education
California Lutheran University 2004 — 2006
MBA, emphasis in Financial Planning
University of California, Santa Barbara 1998 — 2003
Bachelors Degree, History & Business Economics
Stephen J. Roldan Sr.'s Merrill Lynch Experience January 2008 - January 2010
Job Senior Loan Officer at Capital One Home Loans
Industry Real Estate
Experience
Capital One Home Loans April 2015 - Present
Nüe Resource Funding January 2014 - Present
Investors Bank May 2013 - December 2013
JP Morgan Chase March 2011 - May 2013
Bank of America January 2010 - March 2011
Merrill Lynch January 2008 - January 2010
Skills
Banking, Retail Banking, Investments, High Net Worth..., Branch Management, Branch Administration, Branch Operation, Sales, Sales Management, Risk Management, Mortgage Lending, Mortgage Banking, Reverse Mortgages, Certified Mortgage..., Business Advisory, Finance, Funding, Underwriting, Residential Mortgages, FHA, Refinance, Commercial Lending, Credit, Financial Services, Portfolio Management, Loans, Loan Origination, Business Planning, Small Business Lending, Leadership, Credit Analysis, Cross Selling, Management, Commercial Banking, Commercial Mortgages, Lines Of Credit, Home Equity Loans, VA loans, Construction Loans, FHA financing, USDA, Home Equity Lines of..., Relationship Management, Loss Mitigation, Mutual Funds, Loan Servicing, Mortgage Underwriting, Deposits, Credit Risk
Education
Cabrini College
Business Administration, Management and Operations
Saint Rose High School
Capital One Home Loans April 2015 - Present
Nüe Resource Funding January 2014 - Present
Investors Bank May 2013 - December 2013
JP Morgan Chase March 2011 - May 2013
Bank of America January 2010 - March 2011
Merrill Lynch January 2008 - January 2010
Skills
Banking, Retail Banking, Investments, High Net Worth..., Branch Management, Branch Administration, Branch Operation, Sales, Sales Management, Risk Management, Mortgage Lending, Mortgage Banking, Reverse Mortgages, Certified Mortgage..., Business Advisory, Finance, Funding, Underwriting, Residential Mortgages, FHA, Refinance, Commercial Lending, Credit, Financial Services, Portfolio Management, Loans, Loan Origination, Business Planning, Small Business Lending, Leadership, Credit Analysis, Cross Selling, Management, Commercial Banking, Commercial Mortgages, Lines Of Credit, Home Equity Loans, VA loans, Construction Loans, FHA financing, USDA, Home Equity Lines of..., Relationship Management, Loss Mitigation, Mutual Funds, Loan Servicing, Mortgage Underwriting, Deposits, Credit Risk
Education
Cabrini College
Business Administration, Management and Operations
Saint Rose High School
Bruce McKee CFP® Bruce McKee CFP®'s Merrill Lynch Experience October 1998 - September 2000
Job Certified Finanical Planner at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2010 - Present
UBS Wealth Management March 2003 - September 2010
Salomon Smith Barney September 2000 - March 2003
Merrill Lynch October 1998 - September 2000
Skills
Retirement Planning, Strategic Financial..., Retirement Plan..., Wealth Management, Investment Advisory, 401k Rollovers, Estate Planning, Long Term Care Insurance
Education
DePaul University 2007 — 2007
Financial Planning and Services
Butler University - College of Business Administration 1987 — 1989
Business Administration, Accounting and Economics
Purdue University 1980 — 1985
Bachelor of Science (BS), Electrical Engineering Technology
Raymond James Financial Inc. September 2010 - Present
UBS Wealth Management March 2003 - September 2010
Salomon Smith Barney September 2000 - March 2003
Merrill Lynch October 1998 - September 2000
Skills
Retirement Planning, Strategic Financial..., Retirement Plan..., Wealth Management, Investment Advisory, 401k Rollovers, Estate Planning, Long Term Care Insurance
Education
DePaul University 2007 — 2007
Financial Planning and Services
Butler University - College of Business Administration 1987 — 1989
Business Administration, Accounting and Economics
Purdue University 1980 — 1985
Bachelor of Science (BS), Electrical Engineering Technology
Paul Ferrante, CFA, CFP® Paul Ferrante, CFA, CFP®'s Merrill Lynch Experience March 2001 - June 2003
Job Associate Investment Management at BlackRock & Small Business Owner
Industry Investment Management
Experience
BlackRock January 2013 - Present
Terre de Beaute Spa & Skin Care September 2014 - Present
BlackRock July 2007 - January 2013
Washington Mutual Bank August 2005 - July 2007
Merrill Lynch March 2001 - June 2003
Skills
Asset Allocation, Equities, Portfolio Management, Fixed Income, Series 7, Investments, Mutual Funds, Financial Analysis, Public Speaking, Asset Management, Investment Strategies, Bloomberg, Investment Management, Bloomberg Terminal, Equity Research, PowerPoint, Trading, Bonds, ETFs, Microsoft Excel, Investment Products, Performance Attribution, Excel, Word, Morningstar, Performance Analysis, Separately Managed..., Alternative Investments, Thomson One, Outlook, Insurance, Retirement, Charitable Trusts, Block Trading, Charitable Remainder..., ESOP, Cross-team Collaboration, Problem Solving, Tech-savvy
Education
University of Pennsylvania 2007 — 2009
MA, Politics/Public Policy
Penn State Smeal MBA Program 2003 — 2005
MBA, Portfolio Management/Finance
Centro Linguistico Italiano Dante Alighieri (Florence, Italy) 2004 — 2004
Non-Degree Certificate, Italian
Caldwell University 1995 — 1999
BA, Biology/Chemistry
Clifton High School 1991 — 1995
St Andrew the Apostle 1982 — 1991
BlackRock January 2013 - Present
Terre de Beaute Spa & Skin Care September 2014 - Present
BlackRock July 2007 - January 2013
Washington Mutual Bank August 2005 - July 2007
Merrill Lynch March 2001 - June 2003
Skills
Asset Allocation, Equities, Portfolio Management, Fixed Income, Series 7, Investments, Mutual Funds, Financial Analysis, Public Speaking, Asset Management, Investment Strategies, Bloomberg, Investment Management, Bloomberg Terminal, Equity Research, PowerPoint, Trading, Bonds, ETFs, Microsoft Excel, Investment Products, Performance Attribution, Excel, Word, Morningstar, Performance Analysis, Separately Managed..., Alternative Investments, Thomson One, Outlook, Insurance, Retirement, Charitable Trusts, Block Trading, Charitable Remainder..., ESOP, Cross-team Collaboration, Problem Solving, Tech-savvy
Education
University of Pennsylvania 2007 — 2009
MA, Politics/Public Policy
Penn State Smeal MBA Program 2003 — 2005
MBA, Portfolio Management/Finance
Centro Linguistico Italiano Dante Alighieri (Florence, Italy) 2004 — 2004
Non-Degree Certificate, Italian
Caldwell University 1995 — 1999
BA, Biology/Chemistry
Clifton High School 1991 — 1995
St Andrew the Apostle 1982 — 1991
Dan Fehrenbach's Merrill Lynch Experience February 2004 - July 2005
Job Managing Member at Western Indiana Financial, LLC
Industry Financial Services
Experience
Western Indiana Financial, LLC November 2003 - Present
Bank of Indiana April 2006 - July 2011
Merrill Lynch February 2004 - July 2005
CIB Bank May 2002 - October 2003
Fifth Third Bank August 1993 - October 2002
Bank of Western Indiana July 1981 - September 1993
Skills
Loans, Commercial Lending, Small Business Lending, Real Estate, Credit, Court Appointed Receiver, Banking, Portfolio Management, Finance, Financial Analysis, Investments, Commercial Banking, Refinance, Small Business, USDA, Commercial Real Estate, Credit Analysis, Insurance, Wealth Management, Funding, Management, Private Equity, Lines Of Credit, Underwriting, Team Building, Customer Service, Construction Loans, Mergers, SBA, Commercial Mortgages, New Business Development, Cash Management, Due Diligence, Financial Structuring, Consumer Lending, Asset Managment, Retail Banking, Series 7, Corporate Finance, Investment Properties, Real Estate Financing, Real Estate Economics, Loan Origination, Credit Risk
Education
Butler University - College of Business Administration 1971 — 1976
Master Business Administration, Business Finance
Indiana University Bloomington 1966 — 1970
Bachelor of Science, Management and Administration
Rose Hulman Institute for Technology 1965 — 1966
civil engineering
Western Indiana Financial, LLC November 2003 - Present
Bank of Indiana April 2006 - July 2011
Merrill Lynch February 2004 - July 2005
CIB Bank May 2002 - October 2003
Fifth Third Bank August 1993 - October 2002
Bank of Western Indiana July 1981 - September 1993
Skills
Loans, Commercial Lending, Small Business Lending, Real Estate, Credit, Court Appointed Receiver, Banking, Portfolio Management, Finance, Financial Analysis, Investments, Commercial Banking, Refinance, Small Business, USDA, Commercial Real Estate, Credit Analysis, Insurance, Wealth Management, Funding, Management, Private Equity, Lines Of Credit, Underwriting, Team Building, Customer Service, Construction Loans, Mergers, SBA, Commercial Mortgages, New Business Development, Cash Management, Due Diligence, Financial Structuring, Consumer Lending, Asset Managment, Retail Banking, Series 7, Corporate Finance, Investment Properties, Real Estate Financing, Real Estate Economics, Loan Origination, Credit Risk
Education
Butler University - College of Business Administration 1971 — 1976
Master Business Administration, Business Finance
Indiana University Bloomington 1966 — 1970
Bachelor of Science, Management and Administration
Rose Hulman Institute for Technology 1965 — 1966
civil engineering
Daniel J. Burbach Daniel J. Burbach's Merrill Lynch Experience April 1994 - November 2008
Job Wealth Management Professional
Industry Financial Services
Experience
Financial Advisor November 2008 - Present
Merrill Lynch April 1994 - November 2008
Aerojet Rocketdyne 1980 - 1994
Education
California Lutheran University 1990 — 1995
MBA, Finance
California State University-Northridge 1973 — 1975
B.A.
US Coast Guard Academy 1971 — 1973
Financial Advisor November 2008 - Present
Merrill Lynch April 1994 - November 2008
Aerojet Rocketdyne 1980 - 1994
Education
California Lutheran University 1990 — 1995
MBA, Finance
California State University-Northridge 1973 — 1975
B.A.
US Coast Guard Academy 1971 — 1973
Jason Zivich Jason Zivich's Merrill Lynch Experience January 2009 - January 2011
Job VP, Private Client Advisor at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. July 2012 - Present
Wells Fargo Advisors, LLC February 2011 - July 2012
Merrill Lynch January 2009 - January 2011
Holliday Fenoglio Fowler September 2006 - November 2008
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Science
JPMorgan Chase Bank N.A. July 2012 - Present
Wells Fargo Advisors, LLC February 2011 - July 2012
Merrill Lynch January 2009 - January 2011
Holliday Fenoglio Fowler September 2006 - November 2008
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Science
John Spruill John Spruill's Merrill Lynch Experience April 2009 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Merrill Lynch April 2009 - Present
Smith Barney August 2006 - April 2009
First Command Financial Planning April 2004 - August 2006
First Command Financial Planning July 1999 - March 2004
United States Air Force August 1994 - June 1999
Education
California Lutheran University 2005 — 2009
MBA, Financial Planning
Florida State University 1990 — 1994
BS, Meteorology
Merrill Lynch April 2009 - Present
Smith Barney August 2006 - April 2009
First Command Financial Planning April 2004 - August 2006
First Command Financial Planning July 1999 - March 2004
United States Air Force August 1994 - June 1999
Education
California Lutheran University 2005 — 2009
MBA, Financial Planning
Florida State University 1990 — 1994
BS, Meteorology
Michelle Goetsch Michelle Goetsch's Merrill Lynch Experience September 1992 - January 1997
Job Independent Writer/Producer
Industry Entertainment
Experience
New Wave Entertainment August 2011 - December 2011
Fruition Films January 2006 - June 2011
Merrill Lynch September 1992 - January 1997
Education
California Lutheran University 2007 — 2012
Bachelor of Arts, Communication, 4.0 GPA
New Wave Entertainment August 2011 - December 2011
Fruition Films January 2006 - June 2011
Merrill Lynch September 1992 - January 1997
Education
California Lutheran University 2007 — 2012
Bachelor of Arts, Communication, 4.0 GPA
Nicholas McInally's Merrill Lynch Experience January 2015 - April 2015
Job Associate Financial Services Professional at Charles Schwab & Butler University Graduate, Cum Laude
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Merrill Lynch January 2015 - April 2015
Charles Schwab June 2014 - August 2014
Direct Connect Logistix, Inc. December 2013 - July 2014
In House Valet May 2012 - July 2013
Clarkston Football June 2011 - July 2013
Spirit Support August 2012 - December 2012
Education
Butler University 2011 — 2015
Finance, Business, 3.8/4.0
Charles Schwab August 2015 - Present
Merrill Lynch January 2015 - April 2015
Charles Schwab June 2014 - August 2014
Direct Connect Logistix, Inc. December 2013 - July 2014
In House Valet May 2012 - July 2013
Clarkston Football June 2011 - July 2013
Spirit Support August 2012 - December 2012
Education
Butler University 2011 — 2015
Finance, Business, 3.8/4.0
Kyle Odister's Merrill Lynch Experience June 2013 - September 2013
Job MBA Student/ Professional Basketball Player at Sheffield Sharks Basketball
Industry Real Estate
Experience
Sheffield Sharks Basketball February 2015 - Present
Congresswomen Doris Matsui District 6 August 2014 - January 2015
Assembly Member Reginald Jones-Sawyer August 2014 - November 2014
California Polytechnic State University May 2012 - May 2014
Merrill Lynch June 2013 - September 2013
California Polytechnic State University June 2009 - August 2013
KOO Construction July 2012 - September 2012
Tee Janitorial and Maintenance July 2011 - September 2011
Skills
Time Management, Teamwork, Data Analysis, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, PowerPoint, Team Leadership, Outlook, Research, Event Planning, Windows, Facebook
Education
Sheffield Hallam University 2015 — 2017
Master of Business Administration (MBA)
Cal Poly San Luis Obispo 2005 — 2014
BS, Sociology
Sheffield Sharks Basketball February 2015 - Present
Congresswomen Doris Matsui District 6 August 2014 - January 2015
Assembly Member Reginald Jones-Sawyer August 2014 - November 2014
California Polytechnic State University May 2012 - May 2014
Merrill Lynch June 2013 - September 2013
California Polytechnic State University June 2009 - August 2013
KOO Construction July 2012 - September 2012
Tee Janitorial and Maintenance July 2011 - September 2011
Skills
Time Management, Teamwork, Data Analysis, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, PowerPoint, Team Leadership, Outlook, Research, Event Planning, Windows, Facebook
Education
Sheffield Hallam University 2015 — 2017
Master of Business Administration (MBA)
Cal Poly San Luis Obispo 2005 — 2014
BS, Sociology
Kim Albano's Merrill Lynch Experience April 2015 - Present
Job Merrill Lynch Wealth Management Business Manager
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch August 2014 - April 2015
Merrill Lynch November 2011 - August 2014
Merrill Lynch/Bank of America September 2008 - November 2011
Merrill Lynch May 2008 - March 2009
Merrill Lynch May 2005 - September 2008
Skills
Leadership, Management, Wealth Management, Training, Organizational..., Talent Management, Change Management, Leadership Development, Strategy, Performance Management, Financial Services, Risk Management, Organizational..., Employee Engagement, Succession Planning, Budgets, Series 7, Onboarding, Strategic Planning, 360 Feedback, CRM, Investments, Talent Development, Budgeting, Business Strategy, New Business Development, Business Development, Small Business..., Client Services, Relationship Building, Client Rapport
Education
California Polytechnic State University-San Luis Obispo 2001 — 2004
Bachelor, Hospitality
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.)
Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch August 2014 - April 2015
Merrill Lynch November 2011 - August 2014
Merrill Lynch/Bank of America September 2008 - November 2011
Merrill Lynch May 2008 - March 2009
Merrill Lynch May 2005 - September 2008
Skills
Leadership, Management, Wealth Management, Training, Organizational..., Talent Management, Change Management, Leadership Development, Strategy, Performance Management, Financial Services, Risk Management, Organizational..., Employee Engagement, Succession Planning, Budgets, Series 7, Onboarding, Strategic Planning, 360 Feedback, CRM, Investments, Talent Development, Budgeting, Business Strategy, New Business Development, Business Development, Small Business..., Client Services, Relationship Building, Client Rapport
Education
California Polytechnic State University-San Luis Obispo 2001 — 2004
Bachelor, Hospitality
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.)
Philip Alexander Chen's Merrill Lynch Experience September 2011 - January 2012
Job Private Equity Analyst at The Gores Group
Industry Venture Capital & Private Equity
Experience
The Gores Group July 2014 - August 2015
Swarm Mobile February 2014 - May 2014
Philz Coffee 2013 - 2014
REED July 2013 - September 2013
U.S. House of Representatives April 2013 - June 2013
Taylor Frigon Capital Management LLC October 2012 - June 2013
Cal Poly State University Orfalea College Of Business September 2012 - June 2013
Public Policy Solutions September 2012 - February 2013
Merrill Lynch September 2011 - January 2012
Colliers-International June 2011 - August 2011
Skills
Valuation, Analysis, Investments, Fundraising, Finance, Public Relations, Research, Nonprofits, Forecasting, Competitive Analysis, Customer Service, Portfolio Management, Strategic Communications, Real Estate, Proposal Writing, Microsoft Excel, Leadership, PowerPoint, Microsoft Office, Financial Modeling, Economics, Financial Analysis, Entrepreneurship, Data Analysis, Corporate Finance, Access, Market Research
Education
Stanford University 2013 — 2014
Continuing Studies
Imperial College London
British Literature & Theatre
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Economics
Saratoga High School
The Gores Group July 2014 - August 2015
Swarm Mobile February 2014 - May 2014
Philz Coffee 2013 - 2014
REED July 2013 - September 2013
U.S. House of Representatives April 2013 - June 2013
Taylor Frigon Capital Management LLC October 2012 - June 2013
Cal Poly State University Orfalea College Of Business September 2012 - June 2013
Public Policy Solutions September 2012 - February 2013
Merrill Lynch September 2011 - January 2012
Colliers-International June 2011 - August 2011
Skills
Valuation, Analysis, Investments, Fundraising, Finance, Public Relations, Research, Nonprofits, Forecasting, Competitive Analysis, Customer Service, Portfolio Management, Strategic Communications, Real Estate, Proposal Writing, Microsoft Excel, Leadership, PowerPoint, Microsoft Office, Financial Modeling, Economics, Financial Analysis, Entrepreneurship, Data Analysis, Corporate Finance, Access, Market Research
Education
Stanford University 2013 — 2014
Continuing Studies
Imperial College London
British Literature & Theatre
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Economics
Saratoga High School
Bill Moynihan's Merrill Lynch Experience November 1997 - January 2001
Job Financial Advisor, First Vice PresidentInvestments at Stifel, Nicolaus & Co.
Industry Financial Services
Experience
Stifel Financial Corp. August 2015 - Present
Wells Fargo Advisors, LLC January 2004 - August 2015
Army National Guard March 2003 - January 2006
Salomon Smith Barney January 2001 - January 2004
Merrill Lynch November 1997 - January 2001
Selective Insurance October 1992 - November 1997
US Army September 1989 - September 1991
Skills
Investments, Retirement, Insurance, Securities, Risk Management, Retirement Planning, Mutual Funds, Fixed Annuities
Education
Caldwell University 1993 — 1996
B.S., Business Administration
St. Peter's College 1986 — 1988
Business Administration
Stifel Financial Corp. August 2015 - Present
Wells Fargo Advisors, LLC January 2004 - August 2015
Army National Guard March 2003 - January 2006
Salomon Smith Barney January 2001 - January 2004
Merrill Lynch November 1997 - January 2001
Selective Insurance October 1992 - November 1997
US Army September 1989 - September 1991
Skills
Investments, Retirement, Insurance, Securities, Risk Management, Retirement Planning, Mutual Funds, Fixed Annuities
Education
Caldwell University 1993 — 1996
B.S., Business Administration
St. Peter's College 1986 — 1988
Business Administration
Marquis Johnson Marquis Johnson's Merrill Lynch Experience November 2011 - February 2012
Job Financial Analyst at Jewish Family Service of Los Angeles
Industry Financial Services
Experience
Jewish Family Service of Los Angeles November 2014 - Present
The Children's Institute May 2013 - October 2014
Merrill Lynch November 2011 - February 2012
New York Life Insurance Company June 2011 - September 2011
California Lutheran University June 2008 - June 2009
California Lutheran University 2008 - September 2008
Meathead Movers June 2007 - November 2007
Skills
PowerPoint, Excel, Funds and Stocks..., Creating Portfolio..., Creating Tax Planning..., Salesforce.com, Investment Banking, Financial Markets, Finance, Strategic Financial..., Microsoft Office
Education
California Lutheran University 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General, Recent Graduate
California Lutheran University 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Jewish Family Service of Los Angeles November 2014 - Present
The Children's Institute May 2013 - October 2014
Merrill Lynch November 2011 - February 2012
New York Life Insurance Company June 2011 - September 2011
California Lutheran University June 2008 - June 2009
California Lutheran University 2008 - September 2008
Meathead Movers June 2007 - November 2007
Skills
PowerPoint, Excel, Funds and Stocks..., Creating Portfolio..., Creating Tax Planning..., Salesforce.com, Investment Banking, Financial Markets, Finance, Strategic Financial..., Microsoft Office
Education
California Lutheran University 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General, Recent Graduate
California Lutheran University 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Elizabeth Morinelli's Merrill Lynch Experience August 2004 - February 2006
Job Director, Compliance at Prudential Financial, Inc.
Industry Financial Services
Experience
Prudential Financial September 2011 - Present
Prudential Financial December 2009 - September 2011
Prudential Financial February 2006 - November 2009
Merrill Lynch August 2004 - February 2006
Jones-Neylon Insurance Agency September 2003 - July 2004
Skills
Leadership, Management, Anti-corruption, Anti-bribery, Project Management, Regulatory Compliance, Asset Management, Fixed Income, Portfolio Management, Mutual Funds, Equities, Securities
Education
Caldwell University 2008 — 2011
M.B.A.
Mount Holyoke College 1999 — 2003
B.A., Psychology and B.A. English
Prudential Financial September 2011 - Present
Prudential Financial December 2009 - September 2011
Prudential Financial February 2006 - November 2009
Merrill Lynch August 2004 - February 2006
Jones-Neylon Insurance Agency September 2003 - July 2004
Skills
Leadership, Management, Anti-corruption, Anti-bribery, Project Management, Regulatory Compliance, Asset Management, Fixed Income, Portfolio Management, Mutual Funds, Equities, Securities
Education
Caldwell University 2008 — 2011
M.B.A.
Mount Holyoke College 1999 — 2003
B.A., Psychology and B.A. English
Scott E. Moore's Merrill Lynch Experience October 2003 - November 2008
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley November 2008 - Present
Merrill Lynch October 2003 - November 2008
A.G. Edwards & Sons, Inc. 1999 - 2003
Forethought Financial Services, Inc. 1990 - 1999
Education
Butler University 1984 — 1988
Bachelor of Science, Business Administration
Butler University - College of Business Administration 1984 — 1988
Bachelor of Science, Business Administration
Valparaiso High School 1981 — 1984
Morgan Stanley November 2008 - Present
Merrill Lynch October 2003 - November 2008
A.G. Edwards & Sons, Inc. 1999 - 2003
Forethought Financial Services, Inc. 1990 - 1999
Education
Butler University 1984 — 1988
Bachelor of Science, Business Administration
Butler University - College of Business Administration 1984 — 1988
Bachelor of Science, Business Administration
Valparaiso High School 1981 — 1984
Patrick Trencansky's Merrill Lynch Experience May 2012 - June 2013
Job Performance Measurement Analyst at US Trust
Industry Financial Services
Experience
Bank of America July 2013 - Present
Merrill Lynch May 2012 - June 2013
Merrill Edge May 2011 - May 2012
Merrill Edge October 2010 - May 2011
Merrill Lynch August 2009 - December 2009
ING Financial Partners August 2008 - May 2009
M&T Bank July 2005 - January 2009
Skills
Data Analysis, Microsoft Excel, MS Excel Pivot Tables, V Lookups, Series 7, Series 66, Call Center, Finance, Accounting, Calculus, Call Centers, Investments, Leadership, Portfolio Management, Customer Service
Education
University of North Carolina at Charlotte 2014 — 2017
Master's Degree, Mathematical Finance
University of North Carolina at Charlotte 2014 — 2017
Master of Business Administration (M.B.A.)
Cabrini College 2006 — 2009
Bachelor of Science, Finance and Accounting
Vestal Senior High School 2002 — 2006
Bank of America July 2013 - Present
Merrill Lynch May 2012 - June 2013
Merrill Edge May 2011 - May 2012
Merrill Edge October 2010 - May 2011
Merrill Lynch August 2009 - December 2009
ING Financial Partners August 2008 - May 2009
M&T Bank July 2005 - January 2009
Skills
Data Analysis, Microsoft Excel, MS Excel Pivot Tables, V Lookups, Series 7, Series 66, Call Center, Finance, Accounting, Calculus, Call Centers, Investments, Leadership, Portfolio Management, Customer Service
Education
University of North Carolina at Charlotte 2014 — 2017
Master's Degree, Mathematical Finance
University of North Carolina at Charlotte 2014 — 2017
Master of Business Administration (M.B.A.)
Cabrini College 2006 — 2009
Bachelor of Science, Finance and Accounting
Vestal Senior High School 2002 — 2006
Arash Amirnezami Arash Amirnezami's Merrill Lynch Experience July 2009 - December 2009
Job Senior Financial Analyst at Open Road Films
Industry Entertainment
Experience
Open Road Films May 2014 - Present
MGM October 2013 - May 2014
MGM June 2013 - October 2013
CAPS Payroll November 2012 - June 2013
CAPS Payroll June 2012 - November 2012
CAPS Payroll November 2011 - June 2012
Sodexo August 2011 - November 2011
CAL Athletics February 2010 - August 2010
Small Business Development Center September 2009 - December 2009
Merrill Lynch July 2009 - December 2009
Skills
Microsoft Excel, Budgets, Financial Analysis, Microsoft Office, SAP, Microstrategy, Prodagio, Accounting, Entrepreneurship, Leadership, Adobe Creative Suite, Marketing Strategy, Windows, HTML, Finance, Data Entry, Management, Social Media, Training, Analysis, 10 Key, Mac, Web Design, Graphic Design, Time Management, Payroll, Social Networking, Microsoft Word, Computer Animation, Databases, Account Reconciliation, Database Admin, Invoicing, Business Development, Access, PowerPoint, Business Planning, Outlook, Spreadsheets, WordPress, Strategy, Marketing, Event Planning, Customer Service, Teamwork, Database Management, 3D animation, Data Analysis
Education
University of California, Berkeley 2010 — 2011
BA, Economics
College of the Canyons 2008 — 2009
Transfer Credit, Business Administration, Economics
California State Polytechnic University-Pomona 2007 — 2008
Engineering
Open Road Films May 2014 - Present
MGM October 2013 - May 2014
MGM June 2013 - October 2013
CAPS Payroll November 2012 - June 2013
CAPS Payroll June 2012 - November 2012
CAPS Payroll November 2011 - June 2012
Sodexo August 2011 - November 2011
CAL Athletics February 2010 - August 2010
Small Business Development Center September 2009 - December 2009
Merrill Lynch July 2009 - December 2009
Skills
Microsoft Excel, Budgets, Financial Analysis, Microsoft Office, SAP, Microstrategy, Prodagio, Accounting, Entrepreneurship, Leadership, Adobe Creative Suite, Marketing Strategy, Windows, HTML, Finance, Data Entry, Management, Social Media, Training, Analysis, 10 Key, Mac, Web Design, Graphic Design, Time Management, Payroll, Social Networking, Microsoft Word, Computer Animation, Databases, Account Reconciliation, Database Admin, Invoicing, Business Development, Access, PowerPoint, Business Planning, Outlook, Spreadsheets, WordPress, Strategy, Marketing, Event Planning, Customer Service, Teamwork, Database Management, 3D animation, Data Analysis
Education
University of California, Berkeley 2010 — 2011
BA, Economics
College of the Canyons 2008 — 2009
Transfer Credit, Business Administration, Economics
California State Polytechnic University-Pomona 2007 — 2008
Engineering
Dana Beyer Dana Beyer's Merrill Lynch Experience 2002 - 2005
Job Independent Consultant at Rodan + Fields
Industry Management Consulting
Experience
Rodan + Fields 2015 - Present
Conserve 2012 - Present
Radnor School District and T\E School District 2008 - 2012
Barclays 2005 - 2008
Merrill Lynch 2002 - 2005
Vanguard 2000 - 2002
Skills
Finance, Mutual Funds, Financial Analysis, Analysis, Business Analysis, Customer Service, Project Management, Team Building, Risk Management, Investments
Education
Cabrini College
Master of Arts (M.A.), Education
Lafayette College
Bachelor of Arts (B.A.), English and Psychology
Villanova University
Master of Business Administration (MBA), Business Administration and Management, General
Rodan + Fields 2015 - Present
Conserve 2012 - Present
Radnor School District and T\E School District 2008 - 2012
Barclays 2005 - 2008
Merrill Lynch 2002 - 2005
Vanguard 2000 - 2002
Skills
Finance, Mutual Funds, Financial Analysis, Analysis, Business Analysis, Customer Service, Project Management, Team Building, Risk Management, Investments
Education
Cabrini College
Master of Arts (M.A.), Education
Lafayette College
Bachelor of Arts (B.A.), English and Psychology
Villanova University
Master of Business Administration (MBA), Business Administration and Management, General
Marcus Fernandez's Merrill Lynch Experience June 2008 - September 2008
Job Global Supply Manager at Apple Inc.
Industry Financial Services
Experience
Balboa Web Design LLC January 2007 - January 2011
Apple inc June 2010 - September 2010
National Signal Inc June 2009 - September 2009
Merrill Lynch June 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, Process Improvement, PowerPoint, Forecasting, Manufacturing, Project Management, Start-ups, Access, Financial Modeling, Microsoft Word, Customer Service, Solidworks, Engineering, Product Development, Logistics, Budgets, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 2008 — 2010
BS, Industrial Technology
Balboa Web Design LLC January 2007 - January 2011
Apple inc June 2010 - September 2010
National Signal Inc June 2009 - September 2009
Merrill Lynch June 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, Process Improvement, PowerPoint, Forecasting, Manufacturing, Project Management, Start-ups, Access, Financial Modeling, Microsoft Word, Customer Service, Solidworks, Engineering, Product Development, Logistics, Budgets, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 2008 — 2010
BS, Industrial Technology
Maureen Stinson's Merrill Lynch Experience 1999 - 2008
Job Global Account Executive at HP
Industry Outsourcing/Offshoring
Experience
HP Enterprise Services November 2009 - Present
Hewlett-Packard August 2007 - Present
HP Enterprise Services May 2003 - Present
HP 2003 - Present
Merrill Lynch 1999 - 2008
MPL Systems 1999 - 2000
Nabisco June 1989 - August 1999
Skills
Management, Training, Technical Support, IT Strategy, Vendor Management, Data Center, Outsourcing, ITIL, IT Service Management, Disaster Recovery, Cross-functional Team..., IT Outsourcing, HP, IT Management, Cloud Computing, Business Analysis, Process Improvement, Account Management, Program Management, Service Delivery
Education
Caldwell College 1991 — 1994
Business Administration
HP Enterprise Services November 2009 - Present
Hewlett-Packard August 2007 - Present
HP Enterprise Services May 2003 - Present
HP 2003 - Present
Merrill Lynch 1999 - 2008
MPL Systems 1999 - 2000
Nabisco June 1989 - August 1999
Skills
Management, Training, Technical Support, IT Strategy, Vendor Management, Data Center, Outsourcing, ITIL, IT Service Management, Disaster Recovery, Cross-functional Team..., IT Outsourcing, HP, IT Management, Cloud Computing, Business Analysis, Process Improvement, Account Management, Program Management, Service Delivery
Education
Caldwell College 1991 — 1994
Business Administration
Alan Meyer Alan Meyer's Merrill Lynch Experience August 2002 - January 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC January 2010 - Present
Merrill Lynch August 2002 - January 2010
Education
California Baptist University
Master of Business Administration (MBA)
WELLS FARGO ADVISORS, LLC January 2010 - Present
Merrill Lynch August 2002 - January 2010
Education
California Baptist University
Master of Business Administration (MBA)
Don Popkes Don Popkes's Merrill Lynch Experience 2000 - 2002
Job ONE TUSCANY
Industry Real Estate
Experience
ONE TUSCANY February 2014 - Present
Level Financial 2005 - 2014
Smith Barney 2002 - 2004
Merrill Lynch 2000 - 2002
Skills
Real Estate, Investment Properties, Finance, Investments, Business Development, Real Estate Development, Selling, Fundraising, Entrepreneurship, Start-ups, Disposition, Loans, Real Estate Transactions, Residential Homes, Investors
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Economics
Monte Vista High School
ONE TUSCANY February 2014 - Present
Level Financial 2005 - 2014
Smith Barney 2002 - 2004
Merrill Lynch 2000 - 2002
Skills
Real Estate, Investment Properties, Finance, Investments, Business Development, Real Estate Development, Selling, Fundraising, Entrepreneurship, Start-ups, Disposition, Loans, Real Estate Transactions, Residential Homes, Investors
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Economics
Monte Vista High School
Sarah Ashley Pavlik Sarah Ashley Pavlik's Merrill Lynch Experience August 2014 - Present
Job Financial Advisor | Certified GoGetter
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
JONES DAY® June 2014 - August 2014
Stradling Yocca Carlson & Rauth January 2014 - August 2014
Latham & Watkins September 2013 - December 2013
SAIL Capital Partners April 2011 - July 2012
CleanTech OC June 2010 - May 2011
Lime Energy June 2009 - May 2011
Butler University August 2004 - August 2008
University of Tasmania April 2007 - May 2007
Citizen's Action Coalition May 2006 - August 2006
Skills
Legal Research, Financial Analysis, AutoCAD, Private Equity, Venture Capital, Legal Writing, Financial Planning, Strategic Financial..., Business Strategy, Renewable Energy, Finance, Sales, Business Planning, Management, Entrepreneurship, Strategic Partnerships, Investments, Corporate Governance, Analysis, Energy, Marketing, Cleantech, Due Diligence, Start-ups, Solar Energy, Program Management, Public Speaking, Mergers & Acquisitions, Contract Negotiation, Strategy, Leadership, Corporate Law, Social Media, Business Development, Intellectual Property, Lexis, Fundraising, Sustainability, Valuation, Legal Assistance, Market Research, Legal Issues, Financial Modeling, Nonprofits, Copyright Law, Public Relations, Corporate Development, New Business Development, Research, Social Networking
Education
Western State University College of Law 2008 — 2011
JD, Energy Law and Business Law
University of Tasmania 2007 — 2008
BS, Genetic Engineering and Aboriginal Judicial Systems
Butler University 2004 — 2008
BS, Biology, Peace Studies
Westlake High School 2000 — 2004
Merrill Lynch August 2014 - Present
JONES DAY® June 2014 - August 2014
Stradling Yocca Carlson & Rauth January 2014 - August 2014
Latham & Watkins September 2013 - December 2013
SAIL Capital Partners April 2011 - July 2012
CleanTech OC June 2010 - May 2011
Lime Energy June 2009 - May 2011
Butler University August 2004 - August 2008
University of Tasmania April 2007 - May 2007
Citizen's Action Coalition May 2006 - August 2006
Skills
Legal Research, Financial Analysis, AutoCAD, Private Equity, Venture Capital, Legal Writing, Financial Planning, Strategic Financial..., Business Strategy, Renewable Energy, Finance, Sales, Business Planning, Management, Entrepreneurship, Strategic Partnerships, Investments, Corporate Governance, Analysis, Energy, Marketing, Cleantech, Due Diligence, Start-ups, Solar Energy, Program Management, Public Speaking, Mergers & Acquisitions, Contract Negotiation, Strategy, Leadership, Corporate Law, Social Media, Business Development, Intellectual Property, Lexis, Fundraising, Sustainability, Valuation, Legal Assistance, Market Research, Legal Issues, Financial Modeling, Nonprofits, Copyright Law, Public Relations, Corporate Development, New Business Development, Research, Social Networking
Education
Western State University College of Law 2008 — 2011
JD, Energy Law and Business Law
University of Tasmania 2007 — 2008
BS, Genetic Engineering and Aboriginal Judicial Systems
Butler University 2004 — 2008
BS, Biology, Peace Studies
Westlake High School 2000 — 2004
Brad Gleason, MBA Brad Gleason, MBA's Merrill Lynch Experience September 2007 - January 2009
Job Entrepreneur
Industry Alternative Medicine
Experience
Paradigm Cannabis Group October 2014 - May 2015
MCFM Group April 2014 - May 2015
FXCM October 2013 - April 2014
FXCM October 2012 - October 2013
FXCM March 2012 - October 2012
FXCM January 2010 - March 2012
Merrill Lynch September 2007 - January 2009
Skills
FX, Financial Markets, Customer Relations, Algorithmic Trading, FX trading, Series 3, Series 34, Trading Systems, Strategy Backtesting &..., FX Options, Customer Service, FINRA, Portfolio Management, Derivatives, Hedge Funds, Fixed Income, Equities, Technical Analysis, Options, Strategy, Trading System, Commodity, Currency, Investments, Financial Services, Electronic Trading, Capital Markets, Risk Management, Foreign Exchange, Emerging Markets, Bloomberg, Asset Management, Alternative Investments, Leadership, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Marketing and Entrepreneurship
California State Polytechnic University-Pomona 2003 — 2008
Business, Management and Entrepreneurship
Paradigm Cannabis Group October 2014 - May 2015
MCFM Group April 2014 - May 2015
FXCM October 2013 - April 2014
FXCM October 2012 - October 2013
FXCM March 2012 - October 2012
FXCM January 2010 - March 2012
Merrill Lynch September 2007 - January 2009
Skills
FX, Financial Markets, Customer Relations, Algorithmic Trading, FX trading, Series 3, Series 34, Trading Systems, Strategy Backtesting &..., FX Options, Customer Service, FINRA, Portfolio Management, Derivatives, Hedge Funds, Fixed Income, Equities, Technical Analysis, Options, Strategy, Trading System, Commodity, Currency, Investments, Financial Services, Electronic Trading, Capital Markets, Risk Management, Foreign Exchange, Emerging Markets, Bloomberg, Asset Management, Alternative Investments, Leadership, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Marketing and Entrepreneurship
California State Polytechnic University-Pomona 2003 — 2008
Business, Management and Entrepreneurship
Parker Sheppard Parker Sheppard's Merrill Lynch Experience September 2013 - December 2013
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
Butler University Financial Services ProfessionalWestPoint Financial GroupAugust 2014 - December 2014
Merrill Lynch September 2013 - December 2013
Raymond James Financial Inc. May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Leadership, Access, Teamwork, Facebook
Education
Butler University 2010 — 2014
Bachelor's degree, Finance (Expected)
Ecole de Management de Marseille / Euromed Marseille 2013 — 2013
Bachelor's degree, Finance, General, Junior
Butler University Financial Services ProfessionalWestPoint Financial GroupAugust 2014 - December 2014
Merrill Lynch September 2013 - December 2013
Raymond James Financial Inc. May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Leadership, Access, Teamwork, Facebook
Education
Butler University 2010 — 2014
Bachelor's degree, Finance (Expected)
Ecole de Management de Marseille / Euromed Marseille 2013 — 2013
Bachelor's degree, Finance, General, Junior
Travis Cartmel's Merrill Lynch Experience November 2010 - August 2013
Job Cartmel Mortgage Team Branch Manager at AnnieMac Home Mortgage (NMLS #652395)
Industry Financial Services
Experience
AnnieMac Home Mortgage 2013 - Present
BNI February 2014 - Present
Merrill Lynch November 2010 - August 2013
Skills
Advising clients on..., Mortgage Lending, Residential Mortgages, Mortgage Banking, Loans, Loan Origination, Credit, Portfolio Management, Wealth Management, Banking, Securities, CRM, Finance, Series 7, Credit Analysis, Investments
Education
Butler University 2001 — 2005
Magna Cum Laude, Finance
AnnieMac Home Mortgage 2013 - Present
BNI February 2014 - Present
Merrill Lynch November 2010 - August 2013
Skills
Advising clients on..., Mortgage Lending, Residential Mortgages, Mortgage Banking, Loans, Loan Origination, Credit, Portfolio Management, Wealth Management, Banking, Securities, CRM, Finance, Series 7, Credit Analysis, Investments
Education
Butler University 2001 — 2005
Magna Cum Laude, Finance
Cory Micheel Cory Micheel's Merrill Lynch Experience June 2012 - September 2012
Job Finance Associate at Apple
Industry Financial Services
Experience
Apple September 2014 - Present
Apple June 2013 - September 2013
Merrill Lynch June 2012 - September 2012
Skills
Microsoft Excel, Keynote, PowerPoint, Microsoft Word, Salesforce Administrator, Equities, Finance, Leadership
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
BS, Finance, Business Administration
Dos Pueblos Senior High School 2006 — 2010
Apple September 2014 - Present
Apple June 2013 - September 2013
Merrill Lynch June 2012 - September 2012
Skills
Microsoft Excel, Keynote, PowerPoint, Microsoft Word, Salesforce Administrator, Equities, Finance, Leadership
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
BS, Finance, Business Administration
Dos Pueblos Senior High School 2006 — 2010
Monica Simmons's Merrill Lynch Experience 1997 - 2008
Job Accounting at The TASA Group, Inc.
Industry Legal Services
Experience
The TASA Group, Inc. February 2007 - Present
Merrill Lynch 1997 - 2008
Merrill Lynch September 1989 - January 2002
Skills
Accounting, Dj and Kareoke, line dance instructor, Sales, Management, Strategic Planning, New Business Development, Sales Management, Manufacturing, Accounts Payable, Accounts Receivable, Financial Accounting, Financial Reporting, Mutual Funds, Computer Proficiency, Account Reconciliation, Bank Reconciliation, Budget Reconciliation, Small Business, Social Media Marketing
Education
John W. Hallahan Catholic High School 1980 — 1984
Cabrini College
Financial Accounting
The TASA Group, Inc. February 2007 - Present
Merrill Lynch 1997 - 2008
Merrill Lynch September 1989 - January 2002
Skills
Accounting, Dj and Kareoke, line dance instructor, Sales, Management, Strategic Planning, New Business Development, Sales Management, Manufacturing, Accounts Payable, Accounts Receivable, Financial Accounting, Financial Reporting, Mutual Funds, Computer Proficiency, Account Reconciliation, Bank Reconciliation, Budget Reconciliation, Small Business, Social Media Marketing
Education
John W. Hallahan Catholic High School 1980 — 1984
Cabrini College
Financial Accounting
Ryan Kiley Ryan Kiley's Merrill Lynch Experience May 2003 - September 2003
Job Associate Financial Advisor at Chamberlain Group
Industry Financial Services
Experience
Chamberlain Group November 2007 - Present
Gracor Investors, Inc. December 2007 - December 2010
MRC Worldwide July 2007 - November 2007
Merriman Capital, Inc. June 2006 - June 2007
Reed Connor Birdwell May 2005 - September 2005
Merrill Lynch May 2003 - September 2003
Skills
Investment Management, Financial Advisory, Portfolio Management, Alternative Investments, Retirement Planning, Wealth Management, Series 7, 401k, Asset Protection, Mergers & Acquisitions, Non-Qualified Deferred..., Executive Benefit..., Public Speaking, Disability Insurance, Financial Analysis, Wealth Accumulation..., Captives, Real Estate Investment..., Value Investing, Insurance Consulting, Buy-Sell, Incentive Programs, Selling Skills, Asset Managment, Life Insurance, Equity Research, Life & Health Insurance..., Asset Allocation, Wealth, Retirement, Valuation, Due Diligence, Bonds, Mergers, Investment Strategies, Strategic Financial..., Mutual Funds, Financial Modeling, Financial Planners, Retirement Plan..., Estate Planning, Investment Advisory, Sales
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
BS in Business Administration, Finance, 3.3
Laguna Hills 1998 — 2001
High School, General Studies, 4.4
Chamberlain Group November 2007 - Present
Gracor Investors, Inc. December 2007 - December 2010
MRC Worldwide July 2007 - November 2007
Merriman Capital, Inc. June 2006 - June 2007
Reed Connor Birdwell May 2005 - September 2005
Merrill Lynch May 2003 - September 2003
Skills
Investment Management, Financial Advisory, Portfolio Management, Alternative Investments, Retirement Planning, Wealth Management, Series 7, 401k, Asset Protection, Mergers & Acquisitions, Non-Qualified Deferred..., Executive Benefit..., Public Speaking, Disability Insurance, Financial Analysis, Wealth Accumulation..., Captives, Real Estate Investment..., Value Investing, Insurance Consulting, Buy-Sell, Incentive Programs, Selling Skills, Asset Managment, Life Insurance, Equity Research, Life & Health Insurance..., Asset Allocation, Wealth, Retirement, Valuation, Due Diligence, Bonds, Mergers, Investment Strategies, Strategic Financial..., Mutual Funds, Financial Modeling, Financial Planners, Retirement Plan..., Estate Planning, Investment Advisory, Sales
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
BS in Business Administration, Finance, 3.3
Laguna Hills 1998 — 2001
High School, General Studies, 4.4
David Gardea's Merrill Lynch Experience 2000 - 2003
Job Director, IS Technology Planning & Design at Wishard Health Services
Industry Hospital & Health Care
Experience
Eskenazi Health August 2010 - Present
St Vincent's Health May 2009 - June 2010
Virginia Commonwealth University Health System 2006 - 2008
MindGent, LLC 2005 - 2006
Clarian Health Partners 2003 - 2005
Merrill Lynch 2000 - 2003
Merrill Lynch 1996 - 2000
Bristol-Myers Squibb 1982 - 1996
Skills
EHR, Cerner, EMR, CPOE, SharePoint, Software Documentation, SDLC, Integration, IT Strategy, HL7, IT Management, Requirements Analysis, MS Project, Management, Strategy, Project Planning, Data Center
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Industrial Engineering
Eskenazi Health August 2010 - Present
St Vincent's Health May 2009 - June 2010
Virginia Commonwealth University Health System 2006 - 2008
MindGent, LLC 2005 - 2006
Clarian Health Partners 2003 - 2005
Merrill Lynch 2000 - 2003
Merrill Lynch 1996 - 2000
Bristol-Myers Squibb 1982 - 1996
Skills
EHR, Cerner, EMR, CPOE, SharePoint, Software Documentation, SDLC, Integration, IT Strategy, HL7, IT Management, Requirements Analysis, MS Project, Management, Strategy, Project Planning, Data Center
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Industrial Engineering
Kyan Soleimani Kyan Soleimani's Merrill Lynch Experience March 2011 - May 2011
Job Intern Sales Analysis/Finance at EMI Music Marketing
Industry Financial Services
Experience
Merrill Lynch March 2011 - May 2011
EMI Music Marketing October 2010 - January 2011
Intern Queen Inc. 2010 - 2011
Education
California Lutheran University 2009 — 2011
Merrill Lynch March 2011 - May 2011
EMI Music Marketing October 2010 - January 2011
Intern Queen Inc. 2010 - 2011
Education
California Lutheran University 2009 — 2011
Samantha Lessel's Merrill Lynch Experience March 2015 - Present
Job in
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Morgan Stanley December 2014 - January 2015
Jack A. Cross & Associates September 2013 - December 2014
Law Offices of Darren J. Goodman April 2011 - September 2013
Arthur Martinez & Associates February 2011 - April 2011
Victoria's Secret October 2010 - February 2011
Victoria's Secret August 2008 - February 2011
Skills
Legal Research, Legal Writing, Legal Assistance, Family Law, Pleadings, Mediation, Document Review, 401k, 401k Rollovers, Defined Benefit, Defined Contribution, Pension Funds, IRAs, Roth IRA, SEP IRA, Qualified Retirement..., Retirement Benefits, Retirement Plan..., Qualified Domestic..., Wordperfect, Document Drafting, Sales, WordPerfect, Customer Service, Microsoft Word, Microsoft Excel, Management, Event Planning, Public Speaking
Education
California Lutheran University 2008 — 2011
Bachelor's degree, Business Administration and Management, General
Merrill Lynch March 2015 - Present
Morgan Stanley December 2014 - January 2015
Jack A. Cross & Associates September 2013 - December 2014
Law Offices of Darren J. Goodman April 2011 - September 2013
Arthur Martinez & Associates February 2011 - April 2011
Victoria's Secret October 2010 - February 2011
Victoria's Secret August 2008 - February 2011
Skills
Legal Research, Legal Writing, Legal Assistance, Family Law, Pleadings, Mediation, Document Review, 401k, 401k Rollovers, Defined Benefit, Defined Contribution, Pension Funds, IRAs, Roth IRA, SEP IRA, Qualified Retirement..., Retirement Benefits, Retirement Plan..., Qualified Domestic..., Wordperfect, Document Drafting, Sales, WordPerfect, Customer Service, Microsoft Word, Microsoft Excel, Management, Event Planning, Public Speaking
Education
California Lutheran University 2008 — 2011
Bachelor's degree, Business Administration and Management, General
Steven Jake Wignall Steven Jake Wignall's Merrill Lynch Experience 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch 2014 - Present
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor’s Degree, Finance
Merrill Lynch 2014 - Present
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor’s Degree, Finance
Jong Hahn's Merrill Lynch Experience 2005 - 2007
Job Senior Manager at Cisco
Industry Information Technology and Services
Experience
Cisco July 2014 - Present
Cisco August 2011 - July 2014
Cisco January 2008 - July 2011
Merrill Lynch 2005 - 2007
Capgemini 2000 - 2005
Capgemini Ernst & Young 1998 - 2000
Ernst & Young 1996 - 1998
Skills
Program Management, Strategy, Business Transformation, Strategic Planning, Management Consulting, Business Operations, Cross-functional Team..., Manufacturing, Business Process..., Product Management, SaaS, Cloud Computing, Enterprise Software, IT Strategy, Management
Education
California Polytechnic State University-San Luis Obispo 1990 — 1996
BS
Cisco July 2014 - Present
Cisco August 2011 - July 2014
Cisco January 2008 - July 2011
Merrill Lynch 2005 - 2007
Capgemini 2000 - 2005
Capgemini Ernst & Young 1998 - 2000
Ernst & Young 1996 - 1998
Skills
Program Management, Strategy, Business Transformation, Strategic Planning, Management Consulting, Business Operations, Cross-functional Team..., Manufacturing, Business Process..., Product Management, SaaS, Cloud Computing, Enterprise Software, IT Strategy, Management
Education
California Polytechnic State University-San Luis Obispo 1990 — 1996
BS
Julianne Sachs's Merrill Lynch Experience April 2007 - March 2009
Job
Industry Human Resources
Experience
Bank of America April 2009 - Present
Merrill Lynch April 2007 - March 2009
Timken March 2004 - March 2007
Consultant (Self Employed) July 2003 - September 2004
Cleveland Foundation 1999 - 2003
Central Indiana Community Foundation December 1996 - September 1999
Skills
Succession Planning, Leadership Development, Talent Management, Organizational..., Organizational..., Organizational Design, Non-profits, Onboarding, Employee Engagement, Workforce Planning, Performance Management, Program Management, Project Management, Fundraising, Executive Coaching
Education
Weatherhead School of Management at Case Western Reserve University 2001 — 2003
Masters, Organization Development
Butler University 1992 — 1996
Arts Administration, Music & Business
Columbia University in the City of New York
Bank of America April 2009 - Present
Merrill Lynch April 2007 - March 2009
Timken March 2004 - March 2007
Consultant (Self Employed) July 2003 - September 2004
Cleveland Foundation 1999 - 2003
Central Indiana Community Foundation December 1996 - September 1999
Skills
Succession Planning, Leadership Development, Talent Management, Organizational..., Organizational..., Organizational Design, Non-profits, Onboarding, Employee Engagement, Workforce Planning, Performance Management, Program Management, Project Management, Fundraising, Executive Coaching
Education
Weatherhead School of Management at Case Western Reserve University 2001 — 2003
Masters, Organization Development
Butler University 1992 — 1996
Arts Administration, Music & Business
Columbia University in the City of New York
Jim Trimiglozzi's Merrill Lynch Experience October 1986 - June 1993
Job CIMA®, CRPC®, Wealth Management Advisor, Portfolio Manager, PIA Program
Industry Financial Services
Experience
Merrill Lynch & Co. October 1986 - Present
Bank of America Merrill Lynch 1986 - 2012
Merrill Lynch October 1986 - June 1993
NCR Comten January 1980 - October 1986
Skills
Investments, Portfolio Management, Wealth, Wealth Management, Retirement Planning, Series 7, Financial Planning, Estate Planning, Quantitative Analytics, Valuation, Team Facilitation, Sales, Management Consulting, Financial Modeling, Multi-generational..., Investment Strategies
Education
Caldwell University 1976 — 1980
BS, Finance, Economics
Livingston HS
Merrill Lynch & Co. October 1986 - Present
Bank of America Merrill Lynch 1986 - 2012
Merrill Lynch October 1986 - June 1993
NCR Comten January 1980 - October 1986
Skills
Investments, Portfolio Management, Wealth, Wealth Management, Retirement Planning, Series 7, Financial Planning, Estate Planning, Quantitative Analytics, Valuation, Team Facilitation, Sales, Management Consulting, Financial Modeling, Multi-generational..., Investment Strategies
Education
Caldwell University 1976 — 1980
BS, Finance, Economics
Livingston HS
Erica Chavin, Enrolled Agent's Merrill Lynch Experience July 1998 - July 1999
Job Highly Effective Grant and Contract Professional and Independent Consultant
Industry Nonprofit Organization Management
Experience
La Jolla Institute for Allergy and Immunology March 2004 - July 2014
The Scripps Research Institute June 1999 - June 2002
The Scripps Research Institute 1999 - 2000
Merrill Lynch July 1998 - July 1999
Union Bank 1996 - 1998
Texaco 1995 - 1995
Skills
Training, Grants, Data Analysis, Analysis, Nonprofits, Public Speaking, Program Management, Management, Event Planning, Budgets, Leadership, Social Media, Strategic Planning, Fundraising, Forecasting, Policy, Editing, Microsoft Excel, Project Management, Microsoft Office, Project Planning, Grant Writing, Proposal Writing, Strategy, Customer Service, Financial Analysis, Research, Finance
Education
California Polytechnic State University-San Luis Obispo 1991 — 1996
BS, Economics
The Webb Schools of California 1988 — 1991
La Jolla Institute for Allergy and Immunology March 2004 - July 2014
The Scripps Research Institute June 1999 - June 2002
The Scripps Research Institute 1999 - 2000
Merrill Lynch July 1998 - July 1999
Union Bank 1996 - 1998
Texaco 1995 - 1995
Skills
Training, Grants, Data Analysis, Analysis, Nonprofits, Public Speaking, Program Management, Management, Event Planning, Budgets, Leadership, Social Media, Strategic Planning, Fundraising, Forecasting, Policy, Editing, Microsoft Excel, Project Management, Microsoft Office, Project Planning, Grant Writing, Proposal Writing, Strategy, Customer Service, Financial Analysis, Research, Finance
Education
California Polytechnic State University-San Luis Obispo 1991 — 1996
BS, Economics
The Webb Schools of California 1988 — 1991
Scott Luc's Merrill Lynch Experience September 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
Morgan Stanley Smith Barney June 2005 - September 2008
Education
Butler University 2001 — 2005
Finance
Butler University - College of Business Administration 2001 — 2005
Merrill Lynch September 2008 - Present
Morgan Stanley Smith Barney June 2005 - September 2008
Education
Butler University 2001 — 2005
Finance
Butler University - College of Business Administration 2001 — 2005
Jennifer Finigan's Merrill Lynch Experience June 2003 - August 2004
Job Associate Director at The Clorox Company
Industry Marketing and Advertising
Experience
The Clorox Company August 2009 - Present
Clorox June 2008 - August 2008
BlackRock September 2004 - July 2007
Merrill Lynch June 2003 - August 2004
Skills
Social Media Marketing, Product Marketing, Asset Managment
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA, Marketing and Strategy
California Polytechnic State University-San Luis Obispo 1999 — 2003
BS, Business
The Clorox Company August 2009 - Present
Clorox June 2008 - August 2008
BlackRock September 2004 - July 2007
Merrill Lynch June 2003 - August 2004
Skills
Social Media Marketing, Product Marketing, Asset Managment
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA, Marketing and Strategy
California Polytechnic State University-San Luis Obispo 1999 — 2003
BS, Business
Peter Stokes's Merrill Lynch Experience January 1981 - March 1993
Job History teacher at Shipley School
Industry Think Tanks
Experience
World Affairs Council 2009 - Present
The Shipley School September 1993 - Present
Washington Memorial Chapel June 2012 - August 2012
Squash Smarts December 2008 - June 2009
Merrill Lynch January 1981 - March 1993
Skills
Teaching, Public Speaking, Editing, Curriculum Design, Non-profits, Curriculum Development, Tutoring, Classroom, Educational Leadership, Educational Technology, Fundraising, Grant Writing, Higher Education, History, Leadership, Nonprofits, Research, Teacher Training, Volunteer Management
Education
Cabrini College 1991 — 1993
Master's degree, Secondary Education and Teaching
Connecticut College 1975 — 1979
Bachelor of Arts (B.A.), European History and Economics
World Affairs Council 2009 - Present
The Shipley School September 1993 - Present
Washington Memorial Chapel June 2012 - August 2012
Squash Smarts December 2008 - June 2009
Merrill Lynch January 1981 - March 1993
Skills
Teaching, Public Speaking, Editing, Curriculum Design, Non-profits, Curriculum Development, Tutoring, Classroom, Educational Leadership, Educational Technology, Fundraising, Grant Writing, Higher Education, History, Leadership, Nonprofits, Research, Teacher Training, Volunteer Management
Education
Cabrini College 1991 — 1993
Master's degree, Secondary Education and Teaching
Connecticut College 1975 — 1979
Bachelor of Arts (B.A.), European History and Economics
Mary Ann Blanchard's Merrill Lynch Experience January 1977 - January 1999
Job Vice President of Human Resources at EnduraCare Therapy Management Inc.
Industry Hospital & Health Care
Experience
EnduraCare Therapy Management Inc. Director of Compensation & BenefitsLinens N ThingsMarch 2000 - May 2002
Merrill Lynch January 1977 - January 1999
Education
Caldwell University 1964 — 1968
EnduraCare Therapy Management Inc. Director of Compensation & BenefitsLinens N ThingsMarch 2000 - May 2002
Merrill Lynch January 1977 - January 1999
Education
Caldwell University 1964 — 1968
Judy Ebsary's Merrill Lynch Experience November 2007 - March 2015
Job Independent Financial Advisor
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Merrill Lynch November 2007 - March 2015
Merrill Lynch November 2007 - March 2013
Morgan Stanley May 1999 - November 2007
Skills
Financial Advisory, Finance, IRAs, Mutual Funds, Wealth Management, Series 7, Uniform Combined State..., Investment Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Retirement, Investments, Retirement Planning, Microsoft Office, Financial Planning, Investment Strategies, Series 63, Portfolio Management, Funding, Estate Planning, Securities, Financial Services
Education
National Paralegal Academy- Caldwell College 1993 — 1995
Certificate, Legal Assistant/Paralegal
Raymond James Financial, Inc. March 2015 - Present
Merrill Lynch November 2007 - March 2015
Merrill Lynch November 2007 - March 2013
Morgan Stanley May 1999 - November 2007
Skills
Financial Advisory, Finance, IRAs, Mutual Funds, Wealth Management, Series 7, Uniform Combined State..., Investment Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Retirement, Investments, Retirement Planning, Microsoft Office, Financial Planning, Investment Strategies, Series 63, Portfolio Management, Funding, Estate Planning, Securities, Financial Services
Education
National Paralegal Academy- Caldwell College 1993 — 1995
Certificate, Legal Assistant/Paralegal
Paul Bartschi's Merrill Lynch Experience 2005 - Present
Job Senior Financial Advisor & Assitant Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 2005 - Present
Skills
Wealth Management, Investments, Strategic Financial..., Investment Advisory, Retirement Planning, Financial Advisory, Portfolio Management
Education
California Lutheran University 2011 — 2013
Master of Business Administration (M.B.A.), Emphasis in Finance
Merrill Lynch 2005 - Present
Skills
Wealth Management, Investments, Strategic Financial..., Investment Advisory, Retirement Planning, Financial Advisory, Portfolio Management
Education
California Lutheran University 2011 — 2013
Master of Business Administration (M.B.A.), Emphasis in Finance
M Cecilia Cuevas's Merrill Lynch Experience September 2004 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Worldmark by Wyndham November 2010 - Present
Merrill Lynch September 2004 - Present
American Red Cross of Ventura County 2008 - 2012
California Coalition Against Sexual Assault June 2008 - August 2010
Skills
Chartered Retirement..., Retirement Planning, Wealth Management, Retirement, Series 7, Strategic Financial..., Investments, Fundraising, Estate Planning, Personal Financial..., Investment Advisory, Asset Allocation, Mutual Funds, Financial Analysis, Non-profits, Investment Strategies, Alternative Investments, Financial Advisory, Nonprofits, Portfolio Management, Securities
Education
California Lutheran University 2006 — 2010
Masters of Business Administration, Financial Planning
University of Southern California - Marshall School of Business 1991 — 1994
Worldmark by Wyndham November 2010 - Present
Merrill Lynch September 2004 - Present
American Red Cross of Ventura County 2008 - 2012
California Coalition Against Sexual Assault June 2008 - August 2010
Skills
Chartered Retirement..., Retirement Planning, Wealth Management, Retirement, Series 7, Strategic Financial..., Investments, Fundraising, Estate Planning, Personal Financial..., Investment Advisory, Asset Allocation, Mutual Funds, Financial Analysis, Non-profits, Investment Strategies, Alternative Investments, Financial Advisory, Nonprofits, Portfolio Management, Securities
Education
California Lutheran University 2006 — 2010
Masters of Business Administration, Financial Planning
University of Southern California - Marshall School of Business 1991 — 1994
Kip Lanning's Merrill Lynch Experience August 2005 - December 2005
Job Proposal Writer at Walgreens
Industry Writing and Editing
Experience
Walgreens August 2013 - Present
Smart Insurance Company May 2013 - July 2013
Walgreens November 2011 - March 2013
Smietanaka, Buckleitner, Steffes & Gezon May 2009 - October 2011
U.S. Bankruptcy Court Western District of Michigan May 2007 - August 2007
Building Maintenance Corp May 2000 - August 2006
Merrill Lynch August 2005 - December 2005
Skills
Real Estate Transactions, Civil Litigation, Estate Planning, Criminal Defense, Legal Writing, Research, Legal Research, Real Estate, Outlook, PowerPoint, Editing, Social Media, Microsoft Word, Analysis, Sales, Microsoft Excel, Microsoft Office, Proposal Management and..., Legal Assistance, Licensing
Education
University of Detroit Mercy School of Law 2006 — 2009
Juris Doctor, Law
Butler University 2002 — 2006
B.A., Political Science
GRCHS
Walgreens August 2013 - Present
Smart Insurance Company May 2013 - July 2013
Walgreens November 2011 - March 2013
Smietanaka, Buckleitner, Steffes & Gezon May 2009 - October 2011
U.S. Bankruptcy Court Western District of Michigan May 2007 - August 2007
Building Maintenance Corp May 2000 - August 2006
Merrill Lynch August 2005 - December 2005
Skills
Real Estate Transactions, Civil Litigation, Estate Planning, Criminal Defense, Legal Writing, Research, Legal Research, Real Estate, Outlook, PowerPoint, Editing, Social Media, Microsoft Word, Analysis, Sales, Microsoft Excel, Microsoft Office, Proposal Management and..., Legal Assistance, Licensing
Education
University of Detroit Mercy School of Law 2006 — 2009
Juris Doctor, Law
Butler University 2002 — 2006
B.A., Political Science
GRCHS
Sue Brock's Merrill Lynch Experience September 1997 - August 1999
Job Principal at Communication Training Dynamics
Industry Management Consulting
Experience
Communication Training Dynamics August 2005 - Present
Cal Poly State University September 2002 - June 2015
Financial Engines August 1999 - April 2002
Merrill Lynch September 1997 - August 1999
Barclays Global Investors 1996 - 1997
Coopers & Lybrand August 1988 - June 1996
Skills
Public Speaking, Teaching, Investments, Marketing Communications, Strategic Communications, Editing, Internal Communications, Leadership Development, Management, Organizational..., Program Management, Business Communications, Employee Training, Project Management, Training, Human Resources, Leadership, Change Management, Strategy, Project Planning, Workshop Facilitation, Coaching, Microsoft Office, PowerPoint
Education
California Polytechnic State University-San Luis Obispo
BS, Social Sciences
California State University-East Bay
M.A., Communication
Morro Bay High School
high school
Communication Training Dynamics August 2005 - Present
Cal Poly State University September 2002 - June 2015
Financial Engines August 1999 - April 2002
Merrill Lynch September 1997 - August 1999
Barclays Global Investors 1996 - 1997
Coopers & Lybrand August 1988 - June 1996
Skills
Public Speaking, Teaching, Investments, Marketing Communications, Strategic Communications, Editing, Internal Communications, Leadership Development, Management, Organizational..., Program Management, Business Communications, Employee Training, Project Management, Training, Human Resources, Leadership, Change Management, Strategy, Project Planning, Workshop Facilitation, Coaching, Microsoft Office, PowerPoint
Education
California Polytechnic State University-San Luis Obispo
BS, Social Sciences
California State University-East Bay
M.A., Communication
Morro Bay High School
high school
Mallory Love's Merrill Lynch Experience September 2007 - December 2007
Job Strategic Pricing Manager at Roche Diagnostics
Industry Medical Devices
Experience
Roche Diagnostics April 2013 - Present
Roche Diagnostics July 2008 - March 2013
Merrill Lynch September 2007 - December 2007
Roche Diagnostics May 2007 - August 2007
Skills
SAP, Business Analysis, Building Relationships, Financial Analysis, Sales, Team Leadership, Analytical Skills, Cross-functional Team..., Highly motivated..., Process Improvement, Time Management, Customer Service, Pricing Strategy, Product Launch, Contract Negotiation, Communication Skills, Strategic Negotiations, Customer Oriented, Leadership
Education
Indiana University - Kelley School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Marketing and Finance
Butler University - College of Business Administration 2004 — 2008
Bachelors, Finance
Indiana University-Purdue University at Indianapolis 2009 — 2010
Continuing Education, Mathematics
Roche Diagnostics April 2013 - Present
Roche Diagnostics July 2008 - March 2013
Merrill Lynch September 2007 - December 2007
Roche Diagnostics May 2007 - August 2007
Skills
SAP, Business Analysis, Building Relationships, Financial Analysis, Sales, Team Leadership, Analytical Skills, Cross-functional Team..., Highly motivated..., Process Improvement, Time Management, Customer Service, Pricing Strategy, Product Launch, Contract Negotiation, Communication Skills, Strategic Negotiations, Customer Oriented, Leadership
Education
Indiana University - Kelley School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Marketing and Finance
Butler University - College of Business Administration 2004 — 2008
Bachelors, Finance
Indiana University-Purdue University at Indianapolis 2009 — 2010
Continuing Education, Mathematics
Claudia Spaulding's Merrill Lynch Experience December 2004 - March 2008
Job Mortgage Banker at American Financial Network Inc.
Industry Real Estate
Experience
American Financial Network Inc. August 2012 - Present
FIRST CHOICE LOAN SERVICES INC. December 2011 - August 2012
Mitigation Law Center November 2008 - January 2011
Merrill Lynch December 2004 - March 2008
Skills
Legal Writing, Commercial Litigation, Civil Litigation, Legal Research, Litigation
Education
Chapman University, School of Law 2001 — 2004
Doctor of Law (JD), Taxation
California State University-Long Beach 1998 — 2000
Bachelor of Science (B.S.), Psychology
California Polytechnic State University-San Luis Obispo 1996 — 1998
Bachelor of Science (B.S.), Psychology
American Financial Network Inc. August 2012 - Present
FIRST CHOICE LOAN SERVICES INC. December 2011 - August 2012
Mitigation Law Center November 2008 - January 2011
Merrill Lynch December 2004 - March 2008
Skills
Legal Writing, Commercial Litigation, Civil Litigation, Legal Research, Litigation
Education
Chapman University, School of Law 2001 — 2004
Doctor of Law (JD), Taxation
California State University-Long Beach 1998 — 2000
Bachelor of Science (B.S.), Psychology
California Polytechnic State University-San Luis Obispo 1996 — 1998
Bachelor of Science (B.S.), Psychology
Theodore Smith's Merrill Lynch Experience October 1999 - August 2000
Job Regional Vice President, Ascensus
Industry Financial Services
Experience
Ascensus August 2006 - Present
Ascensus September 2005 - August 2006
Ascensus April 2002 - September 2005
Ascensus August 2000 - April 2002
Merrill Lynch October 1999 - August 2000
Skills
Defined Contribution, Retirement, Retirement Planning, Series 63, Retirement Plan..., 401k, Financial Services, Defined Benefit, Pensions
Education
Cabrini College 1994 — 1998
Bachelor's Degree, Business Administration
Ascensus August 2006 - Present
Ascensus September 2005 - August 2006
Ascensus April 2002 - September 2005
Ascensus August 2000 - April 2002
Merrill Lynch October 1999 - August 2000
Skills
Defined Contribution, Retirement, Retirement Planning, Series 63, Retirement Plan..., 401k, Financial Services, Defined Benefit, Pensions
Education
Cabrini College 1994 — 1998
Bachelor's Degree, Business Administration
Christopher Elipas's Merrill Lynch Experience January 2009 - January 2012
Job Cofounder DRYV
Industry Consumer Services
Experience
DRYV January 2013 - Present
Merrill Lynch January 2009 - January 2012
UBS August 2008 - October 2009
Skills
Customer Retention, Competitive Analysis, Finance, Financial Analysis, Forecasting, Strategy
Education
Butler University - College of Business Administration 2004 — 2008
B.S., Finance
DRYV January 2013 - Present
Merrill Lynch January 2009 - January 2012
UBS August 2008 - October 2009
Skills
Customer Retention, Competitive Analysis, Finance, Financial Analysis, Forecasting, Strategy
Education
Butler University - College of Business Administration 2004 — 2008
B.S., Finance
Jeff Hackett's Merrill Lynch Experience June 2007 - September 2007
Job Product Line Controller at NXP Semiconductors
Industry Semiconductors
Experience
NXP Semiconductors November 2012 - Present
NXP Semiconductors October 2010 - October 2012
Symantec June 2008 - September 2010
Merrill Lynch June 2007 - September 2007
Skills
Financial Modeling, Project Planning, Expense Management, Forecasting, Financial Analysis, Semiconductor Industry, Crystal Xcelsius, SAP BW, Essbase, Business Objects, Salesforce.com, Hyperion Enterprise, GoToMeeting, Microsoft Office, Microsoft Excel
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BA, Finance & Accounting
NXP Semiconductors November 2012 - Present
NXP Semiconductors October 2010 - October 2012
Symantec June 2008 - September 2010
Merrill Lynch June 2007 - September 2007
Skills
Financial Modeling, Project Planning, Expense Management, Forecasting, Financial Analysis, Semiconductor Industry, Crystal Xcelsius, SAP BW, Essbase, Business Objects, Salesforce.com, Hyperion Enterprise, GoToMeeting, Microsoft Office, Microsoft Excel
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BA, Finance & Accounting
Matt Howell's Merrill Lynch Experience June 2006 - September 2006
Job Vice President at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group July 2014 - Present
Ares Management August 2010 - June 2014
Citigroup June 2008 - June 2010
Merrill Lynch June 2006 - September 2006
Skills
Financial Modeling, Valuation, Investment Banking, Mergers & Acquisitions, Investments, Venture Capital, LBO, DCF, Finance, Analysis, Research, PowerPoint, Corporate Finance, Financial Analysis, Bloomberg, Equities, Capital Markets, Due Diligence
Education
California Polytechnic State University-San Luis Obispo 2005 — 2008
BS, Finance with a focus in Accounting
The Blackstone Group July 2014 - Present
Ares Management August 2010 - June 2014
Citigroup June 2008 - June 2010
Merrill Lynch June 2006 - September 2006
Skills
Financial Modeling, Valuation, Investment Banking, Mergers & Acquisitions, Investments, Venture Capital, LBO, DCF, Finance, Analysis, Research, PowerPoint, Corporate Finance, Financial Analysis, Bloomberg, Equities, Capital Markets, Due Diligence
Education
California Polytechnic State University-San Luis Obispo 2005 — 2008
BS, Finance with a focus in Accounting
Hilary Kilday's Merrill Lynch Experience March 2015 - Present
Job Client Associate at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2015 - Present
Del Monte Fresh Produce N.A., Inc October 2012 - October 2014
The Produce Exchange March 2009 - August 2012
Apio, Inc. January 2008 - February 2009
Skills
Sales, Agriculture, Logistics, Inventory Control, Procurement, New Business Development, Product Development, Food, Strategic Planning, Forecasting, Supply Chain, Marketing, Food Safety, Customer Service, Key Account Management, Fresh Produce, Inventory Management, Purchasing, Food Industry
Education
California Polytechnic State University-San Luis Obispo 2001 — 2007
Crop Science, Crop Science/Agribusiness
Merrill Lynch March 2015 - Present
Del Monte Fresh Produce N.A., Inc October 2012 - October 2014
The Produce Exchange March 2009 - August 2012
Apio, Inc. January 2008 - February 2009
Skills
Sales, Agriculture, Logistics, Inventory Control, Procurement, New Business Development, Product Development, Food, Strategic Planning, Forecasting, Supply Chain, Marketing, Food Safety, Customer Service, Key Account Management, Fresh Produce, Inventory Management, Purchasing, Food Industry
Education
California Polytechnic State University-San Luis Obispo 2001 — 2007
Crop Science, Crop Science/Agribusiness
Christopher J. Olivarez's Merrill Lynch Experience December 2011 - May 2014
Job Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
E*TRADE Financial Corporation March 2014 - June 2015
Merrill Lynch December 2011 - May 2014
Salesforce.com June 2011 - October 2011
Silicon Valley Capital Management October 2009 - November 2010
Skills
Finance, Management, Analysis, Portfolio Management, Financial Analysis, Microsoft Office, Sales, Equities, Investments, Financial Modeling
Education
San Jose State University 2009 — 2011
BS, Economics, Business Management
Cabrillo College 2007 — 2009
AA, Business Administration
Fidelity Investments June 2015 - Present
E*TRADE Financial Corporation March 2014 - June 2015
Merrill Lynch December 2011 - May 2014
Salesforce.com June 2011 - October 2011
Silicon Valley Capital Management October 2009 - November 2010
Skills
Finance, Management, Analysis, Portfolio Management, Financial Analysis, Microsoft Office, Sales, Equities, Investments, Financial Modeling
Education
San Jose State University 2009 — 2011
BS, Economics, Business Management
Cabrillo College 2007 — 2009
AA, Business Administration
Robert DiCerbo's Merrill Lynch Experience November 2010 - September 2012
Job Financial Advisor at Financial Network
Industry Financial Services
Experience
Financial Network October 2012 - Present
Merrill Lynch November 2010 - September 2012
Polek & Polek March 1999 - November 2010
Skills
Strategic Planning, Series 7, New Business Development, Customer Service, Negotiation
Education
Caldwell University 2006 — 2008
bachelors, Financial Economics
Financial Network October 2012 - Present
Merrill Lynch November 2010 - September 2012
Polek & Polek March 1999 - November 2010
Skills
Strategic Planning, Series 7, New Business Development, Customer Service, Negotiation
Education
Caldwell University 2006 — 2008
bachelors, Financial Economics
Ron Mencias's Merrill Lynch Experience January 2000 - Present
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2000 - Present
Ernst & Young August 1997 - January 2000
Skills
Certified Financial..., Financial Analysis, Financial Modeling, Investments, Securities, Series 7, Wealth Management, Mutual Funds, Asset Management
Education
Butler University 2005 — 2007
MBA, Finance
University of Notre Dame 1993 — 1997
Bachelors, Accounting
Merrill Lynch January 2000 - Present
Ernst & Young August 1997 - January 2000
Skills
Certified Financial..., Financial Analysis, Financial Modeling, Investments, Securities, Series 7, Wealth Management, Mutual Funds, Asset Management
Education
Butler University 2005 — 2007
MBA, Finance
University of Notre Dame 1993 — 1997
Bachelors, Accounting
samuel ramli's Merrill Lynch Experience January 2010 - Present
Job Vice President, Wealth Management Banker, Account Executive
Industry Banking
Experience
Merrill Lynch January 2010 - Present
Bank of America July 2007 - January 2009
Citibank January 2003 - January 2005
Merrill Lynch August 2000 - January 2005
Lippo Bank December 1995 - December 1999
Lippo Securities 1994 - 1995
LippoBank July 1987 - December 1994
Skills
Banking, Investments, Credit, Wealth Management, Financial Services, Private Banking, Financial Analysis, Management, Series 7, Analysis, Series 63, Leadership, Negotiation, Finance, Commercial Banking, Fixed Income, Loans, Mortgage Lending
Education
California Lutheran University
Master's Degree, Financial Planning and Services, Pursuing Masters Degree
Alison
Diploma, Six Sigma
DeVry University 1984 — 1987
Bachelor's Degree, Computer Information Systems
Merrill Lynch January 2010 - Present
Bank of America July 2007 - January 2009
Citibank January 2003 - January 2005
Merrill Lynch August 2000 - January 2005
Lippo Bank December 1995 - December 1999
Lippo Securities 1994 - 1995
LippoBank July 1987 - December 1994
Skills
Banking, Investments, Credit, Wealth Management, Financial Services, Private Banking, Financial Analysis, Management, Series 7, Analysis, Series 63, Leadership, Negotiation, Finance, Commercial Banking, Fixed Income, Loans, Mortgage Lending
Education
California Lutheran University
Master's Degree, Financial Planning and Services, Pursuing Masters Degree
Alison
Diploma, Six Sigma
DeVry University 1984 — 1987
Bachelor's Degree, Computer Information Systems
Jim Axelson's Merrill Lynch Experience April 1990 - October 2013
Job Sr. Vice President Wealth Management UBS
Industry Financial Services
Christian Fuess, CFP®, CRPC®'s Merrill Lynch Experience January 2011 - Present
Job Financial Advisor Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Citi April 2008 - January 2011
Skills
Investments, Portfolio Management, Retirement Planning, Holistic Financial..., Long-term Care, Lending, Needs-based Analysis, Corporate 401k Plans
Education
California Lutheran University 2011 — 2013
MBA in Finance, Financial Planning
San Diego State University-California State University 2004 — 2006
BACHELOR DEGREE, FINANCE
Merrill Lynch January 2011 - Present
Citi April 2008 - January 2011
Skills
Investments, Portfolio Management, Retirement Planning, Holistic Financial..., Long-term Care, Lending, Needs-based Analysis, Corporate 401k Plans
Education
California Lutheran University 2011 — 2013
MBA in Finance, Financial Planning
San Diego State University-California State University 2004 — 2006
BACHELOR DEGREE, FINANCE
Barbara Suzanne Wagner's Merrill Lynch Experience August 1982 - September 2000
Job Trader Joe's / Crew Member
Industry Food & Beverages
Experience
Self -Employed November 2014 - May 2015
Douglas Vern Thornton, Atty at Law February 2013 - October 2014
SCF Securities, Inc. February 2012 - January 2013
Strongtower Financial November 2000 - May 2011
Merrill Lynch August 1982 - September 2000
Skills
Investments, Finance, Nonprofits, Healthcare, Employee Benefits, Team Building, Financial Reporting, Insurance, Home Based Business, Small Business, Highly detail oriented, Managerial Skills, Strategic Planning, Mutual Funds, Management, Sales, Retirement Planning, Financial Planning, Customer Service, Wealth Management, Leadership
Education
California Polytechnic State University-San Luis Obispo 1978 — 1982
Business, Business
Self -Employed November 2014 - May 2015
Douglas Vern Thornton, Atty at Law February 2013 - October 2014
SCF Securities, Inc. February 2012 - January 2013
Strongtower Financial November 2000 - May 2011
Merrill Lynch August 1982 - September 2000
Skills
Investments, Finance, Nonprofits, Healthcare, Employee Benefits, Team Building, Financial Reporting, Insurance, Home Based Business, Small Business, Highly detail oriented, Managerial Skills, Strategic Planning, Mutual Funds, Management, Sales, Retirement Planning, Financial Planning, Customer Service, Wealth Management, Leadership
Education
California Polytechnic State University-San Luis Obispo 1978 — 1982
Business, Business
Steve Schoenfeld's Merrill Lynch Experience 2009 - 2011
Job Senior Manager, Institutional Fixed Income Sales at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2015 - Present
TD Ameritrade 2011 - 2015
Merrill Lynch 2009 - 2011
Charles Schwab 2002 - 2008
Charles Schwab 1999 - 2002
Charles Schwab 1991 - 1999
Skills
Series 7, Mutual Funds, Investments, Portfolio Management, Fixed Income, Bonds, Sales Management, Leadership, Sales, Asset Allocation, Retirement Planning, Options, Alternative Investments, Equities, Investment Advisory, Investment Strategies, Finance, Uniform Combined State..., Wealth Management, Electronic Trading, Financial Advisory, Securities, Financial Services, Series 65, ETFs, Asset Management, Financial Markets, Derivatives, Relationship Management, Bloomberg, Strategic Financial..., Separately Managed..., Hedge Funds, Investment Management, Retirement, Wealth Management..., Series 63, 401k, Bloomberg Terminal, Capital Markets, Equity Trading, Options Strategies, Series 24
Education
California Polytechnic State University-San Luis Obispo 1985 — 1988
BS, Business Administration
TD Ameritrade 2015 - Present
TD Ameritrade 2011 - 2015
Merrill Lynch 2009 - 2011
Charles Schwab 2002 - 2008
Charles Schwab 1999 - 2002
Charles Schwab 1991 - 1999
Skills
Series 7, Mutual Funds, Investments, Portfolio Management, Fixed Income, Bonds, Sales Management, Leadership, Sales, Asset Allocation, Retirement Planning, Options, Alternative Investments, Equities, Investment Advisory, Investment Strategies, Finance, Uniform Combined State..., Wealth Management, Electronic Trading, Financial Advisory, Securities, Financial Services, Series 65, ETFs, Asset Management, Financial Markets, Derivatives, Relationship Management, Bloomberg, Strategic Financial..., Separately Managed..., Hedge Funds, Investment Management, Retirement, Wealth Management..., Series 63, 401k, Bloomberg Terminal, Capital Markets, Equity Trading, Options Strategies, Series 24
Education
California Polytechnic State University-San Luis Obispo 1985 — 1988
BS, Business Administration
Jennifer Roldan's Merrill Lynch Experience June 2008 - August 2008
Job Promotions Coordinator at Fox Television
Industry Media Production
Experience
Fox Television December 2009 - Present
Freelance August 2008 - Present
Creative Services Freelancer January 2005 - Present
Chico's FAS Inc. November 2008 - December 2009
Lord and Taylor October 2005 - May 2009
Merrill Lynch June 2008 - August 2008
Belleville High School TV Series September 2002 - June 2005
Education
Caldwell University 2005 — 2009
B.A., Communication Arts/ Business Management
Fox Television December 2009 - Present
Freelance August 2008 - Present
Creative Services Freelancer January 2005 - Present
Chico's FAS Inc. November 2008 - December 2009
Lord and Taylor October 2005 - May 2009
Merrill Lynch June 2008 - August 2008
Belleville High School TV Series September 2002 - June 2005
Education
Caldwell University 2005 — 2009
B.A., Communication Arts/ Business Management
Robert Wetteland's Merrill Lynch Experience January 1999 - September 2001
Job freelance film & video editor, composer, motion graphics designer, shooter
Industry Broadcast Media
Experience
freelance January 1985 - Present
editlounge/midi ranch January 1989 - Present
Prudential Financial September 2009 - Present
editlounge/midi ranch January 1989 - Present
New York Life Insurance Company July 2000 - May 2010
Merrill Lynch January 1999 - September 2001
Citi March 1997 - July 1999
Skills
Motion Graphics, Sound Design, Picture Editor, Sound Editor, Film Editing, Video Editing, Videographer, Photographer, Music Creation, Music Composer, Music, Music Editor, Graphic Design, Multimedia Artist, Film Sound, Film Editor, Audio Post Production, Post Production, Final Cut Pro, Producing, Avid
Education
Stevens Institute of Technology 1976 — 1977
no degree, Electrical and Electronics Engineering, B+
County College of Morris 1973 — 1976
Associate of Science (A.S.), Electrical and Electronics Engineering, B+
California Institute of the Arts 1972 — 1973
no degree, Music Composition/Film
freelance January 1985 - Present
editlounge/midi ranch January 1989 - Present
Prudential Financial September 2009 - Present
editlounge/midi ranch January 1989 - Present
New York Life Insurance Company July 2000 - May 2010
Merrill Lynch January 1999 - September 2001
Citi March 1997 - July 1999
Skills
Motion Graphics, Sound Design, Picture Editor, Sound Editor, Film Editing, Video Editing, Videographer, Photographer, Music Creation, Music Composer, Music, Music Editor, Graphic Design, Multimedia Artist, Film Sound, Film Editor, Audio Post Production, Post Production, Final Cut Pro, Producing, Avid
Education
Stevens Institute of Technology 1976 — 1977
no degree, Electrical and Electronics Engineering, B+
County College of Morris 1973 — 1976
Associate of Science (A.S.), Electrical and Electronics Engineering, B+
California Institute of the Arts 1972 — 1973
no degree, Music Composition/Film
Viney Sethy, CFP®, CRPS®, CRPC®'s Merrill Lynch Experience November 2010 - Present
Job Vice PresidentFinancial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2010 - Present
SOURCE REFRIGERATION & HVAC, INC September 2005 - September 2010
Dental Technology November 2004 - May 2005
Discus Dental, Inc. August 1999 - September 2004
LEICA GEOSYSTEMS INC January 1995 - January 1999
AVERY DENNISON, K&M DIV January 1994 - January 1995
Pioneer Magnetics, Inc. January 1988 - January 1994
Skills
Financial Analysis, Mergers, Budgets, Strategic Planning, Start-ups, Forecasting, Leadership, Mergers & Acquisitions, Entrepreneurship, Corporate Finance, Management, Six Sigma, Finance, Investments, Internal Controls, Auditing
Education
California State Polytechnic University-Pomona 2010 — 2010
Lean Six Sigma Black Belt, Lean Six Sigma Black Belt
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Business
Institute of Management Accountants 1990 — 1990
Management Accounting
The Institute of Chartered Accountants of India 1975 — 1979
Accounting, Audit, Business Law, and Taxaxtion
Merrill Lynch November 2010 - Present
SOURCE REFRIGERATION & HVAC, INC September 2005 - September 2010
Dental Technology November 2004 - May 2005
Discus Dental, Inc. August 1999 - September 2004
LEICA GEOSYSTEMS INC January 1995 - January 1999
AVERY DENNISON, K&M DIV January 1994 - January 1995
Pioneer Magnetics, Inc. January 1988 - January 1994
Skills
Financial Analysis, Mergers, Budgets, Strategic Planning, Start-ups, Forecasting, Leadership, Mergers & Acquisitions, Entrepreneurship, Corporate Finance, Management, Six Sigma, Finance, Investments, Internal Controls, Auditing
Education
California State Polytechnic University-Pomona 2010 — 2010
Lean Six Sigma Black Belt, Lean Six Sigma Black Belt
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Business
Institute of Management Accountants 1990 — 1990
Management Accounting
The Institute of Chartered Accountants of India 1975 — 1979
Accounting, Audit, Business Law, and Taxaxtion
Louis, Jr. Lopez's Merrill Lynch Experience June 2001 - Present
Job Senior Reliability Specialist/Lead Operations @Aera & CEO/Founder/Philanthropist
Industry Oil & Energy
Experience
New Life Ministerial Association Int'l December 2011 - Present
Aera Energy LLC August 2008 - Present
Merrill Lynch June 2001 - Present
New Life Ministries & Elevate Church December 2005 - November 2011
Aera Energy LLC August 2007 - August 2008
ExxonMobil January 1994 - July 2007
New Life Ministries of San Luis Obispo November 1990 - November 2004
United Pentecostal Church International 1973 - 2004
ExxonMobil January 1992 - January 1994
Mobil Oil Exploration & Producing, U.S. Division March 1986 - December 1991
Skills
Gas, Petroleum, Onshore, Reliability, Youth Ministry, Investment Properties, Entrepreneurship, Campus Ministry, Strategic Human..., Musicians, Field Development, Prison Ministry, Dedication to..., Confined Space Rescue, Ministry Leadership, Christian Leadership, Philosophy of Religion, Guitarist, Computer Proficiency, Emergency Medical, Rope Rescue, Search & Rescue, Rappelling, Firearms, Ministry Development, Music Ministry, Christian Counseling, Contemporary Art, Pastoral Counseling, Early Childhood..., Child Development, Union Labor, Investors, Contractor Supervision, Continuous Process..., Public Speaking, Customer Service, Project Management, Community Outreach, Teaching, Leadership, Nonprofits, Management, Leadership Development, Energy, Training, Team Building, Fundraising
Education
Cabrillo College 1972 — 1974
•Medical Assistant A.S. Degree, Medical Major, Radiology, Arts Minor, Philosophy and Religious Studies
Paso Robles High School 1970 — 1972
Honor Student, General Education, College Prep Courses for Medicine and Pharmaceutical Chemistry, 11th & 12th grades
New Life Ministerial Association Int'l December 2011 - Present
Aera Energy LLC August 2008 - Present
Merrill Lynch June 2001 - Present
New Life Ministries & Elevate Church December 2005 - November 2011
Aera Energy LLC August 2007 - August 2008
ExxonMobil January 1994 - July 2007
New Life Ministries of San Luis Obispo November 1990 - November 2004
United Pentecostal Church International 1973 - 2004
ExxonMobil January 1992 - January 1994
Mobil Oil Exploration & Producing, U.S. Division March 1986 - December 1991
Skills
Gas, Petroleum, Onshore, Reliability, Youth Ministry, Investment Properties, Entrepreneurship, Campus Ministry, Strategic Human..., Musicians, Field Development, Prison Ministry, Dedication to..., Confined Space Rescue, Ministry Leadership, Christian Leadership, Philosophy of Religion, Guitarist, Computer Proficiency, Emergency Medical, Rope Rescue, Search & Rescue, Rappelling, Firearms, Ministry Development, Music Ministry, Christian Counseling, Contemporary Art, Pastoral Counseling, Early Childhood..., Child Development, Union Labor, Investors, Contractor Supervision, Continuous Process..., Public Speaking, Customer Service, Project Management, Community Outreach, Teaching, Leadership, Nonprofits, Management, Leadership Development, Energy, Training, Team Building, Fundraising
Education
Cabrillo College 1972 — 1974
•Medical Assistant A.S. Degree, Medical Major, Radiology, Arts Minor, Philosophy and Religious Studies
Paso Robles High School 1970 — 1972
Honor Student, General Education, College Prep Courses for Medicine and Pharmaceutical Chemistry, 11th & 12th grades
Brandi Schnathorst's Merrill Lynch Experience January 2008 - April 2014
Job Financial Services
Industry Financial Services
Experience
UBS Financial Services Inc. April 2014 - Present
Merrill Lynch January 2008 - April 2014
American Financial Network 2004 - 2008
American Express 2002 - 2004
Education
California Lutheran University 2007 — 2010
M.B.A., Financial Planning
Iowa State University - College of Business 1997 — 2002
B.S., Finance and Marketing
UBS Financial Services Inc. April 2014 - Present
Merrill Lynch January 2008 - April 2014
American Financial Network 2004 - 2008
American Express 2002 - 2004
Education
California Lutheran University 2007 — 2010
M.B.A., Financial Planning
Iowa State University - College of Business 1997 — 2002
B.S., Finance and Marketing
Timothy Torretta, CFP®'s Merrill Lynch Experience May 2007 - January 2009
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch May 2007 - January 2009
Skills
Investment Selection, Investment Education, Dividends, Yield, Interest Rates
Education
Butler University
Bachelor's Degree
Chaminade College Preparatory
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch May 2007 - January 2009
Skills
Investment Selection, Investment Education, Dividends, Yield, Interest Rates
Education
Butler University
Bachelor's Degree
Chaminade College Preparatory
Lydia Tang's Merrill Lynch Experience June 2010 - September 2010
Job Graduate from California Polytechnic State UniversitySan Luis Obispo
Industry Primary/Secondary Education
Experience
Merrill Lynch June 2010 - September 2010
APEN (Asian Pacific Environmental Network) June 2008 - August 2008
Skills
PowerPoint, Microsoft Office, Word, Excel, Event Planning, Social Media, Remote Sensing, Climatology, ERDAS Imagine, ArcMap, ArcGIS, ArcCatalog, SPSS
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Social Science, Anthropology, Geography, Sociology, and a Concentration in Environmental Studies and Sustainability
Alameda High School 2005 — 2009
Merrill Lynch June 2010 - September 2010
APEN (Asian Pacific Environmental Network) June 2008 - August 2008
Skills
PowerPoint, Microsoft Office, Word, Excel, Event Planning, Social Media, Remote Sensing, Climatology, ERDAS Imagine, ArcMap, ArcGIS, ArcCatalog, SPSS
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Social Science, Anthropology, Geography, Sociology, and a Concentration in Environmental Studies and Sustainability
Alameda High School 2005 — 2009
Lorene Wenz's Merrill Lynch Experience November 2006 - February 2009
Job Financial Services Professional
Industry
Experience
Capital Group August 2011 - Present
Merrill Lynch November 2006 - February 2009
Quick & Reilly January 2002 - May 2004
Education
Concordia University Irvine 2015 — 2017
MBA
California Lutheran University
BA, Political Science, Business
Capital Group August 2011 - Present
Merrill Lynch November 2006 - February 2009
Quick & Reilly January 2002 - May 2004
Education
Concordia University Irvine 2015 — 2017
MBA
California Lutheran University
BA, Political Science, Business
Jessica Kervick's Merrill Lynch Experience May 2014 - Present
Job Supervision Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Merrill Lynch December 2011 - May 2014
Asset Management Specialists January 2011 - June 2011
A&P June 2004 - April 2011
A&P 2009 - 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Retail, Leadership, Microsoft Word, Time Management, Management, Teamwork, Training, Research, Social Media, Human Resources
Education
Cairn University 2006 — 2010
Bachelors, Biblical Studies, Business Administration
Merrill Lynch May 2014 - Present
Merrill Lynch December 2011 - May 2014
Asset Management Specialists January 2011 - June 2011
A&P June 2004 - April 2011
A&P 2009 - 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Retail, Leadership, Microsoft Word, Time Management, Management, Teamwork, Training, Research, Social Media, Human Resources
Education
Cairn University 2006 — 2010
Bachelors, Biblical Studies, Business Administration
Kyle Sickman's Merrill Lynch Experience January 2008 - May 2008
Job Vice President at FirstBank
Industry Banking
Experience
FirstBank June 2008 - Present
Merrill Lynch January 2008 - May 2008
WestPoint Financial Group May 2007 - August 2007
Skills
Portfolio Management, Strategic Planning, Risk Management, Prospecting & Sales, Commercial Underwriting, Business Financial..., Construction Draw..., Project Management, Ethics, Human Resource..., Self-motivated, Real Estate Valuation, Audit & Compliance, Financial Projections, Facilities & Expense..., Real Estate & Banking..., Customer Relationship..., Problem Solving, Self-awareness, Sales, Consumer Underwriting, Tax Return Analysis, Underwriting
Education
University of Pennsylvania 2014 — 2016
ABA Stonier Graduate School of Banking
University of Pennsylvania - The Wharton School 2014 — 2016
Leadership Certificate
University of Denver - Daniels College of Business 2013 — 2015
Master of Business Administration (MBA)
Butler University 2004 — 2008
Bachelor of Science, Finance
FirstBank June 2008 - Present
Merrill Lynch January 2008 - May 2008
WestPoint Financial Group May 2007 - August 2007
Skills
Portfolio Management, Strategic Planning, Risk Management, Prospecting & Sales, Commercial Underwriting, Business Financial..., Construction Draw..., Project Management, Ethics, Human Resource..., Self-motivated, Real Estate Valuation, Audit & Compliance, Financial Projections, Facilities & Expense..., Real Estate & Banking..., Customer Relationship..., Problem Solving, Self-awareness, Sales, Consumer Underwriting, Tax Return Analysis, Underwriting
Education
University of Pennsylvania 2014 — 2016
ABA Stonier Graduate School of Banking
University of Pennsylvania - The Wharton School 2014 — 2016
Leadership Certificate
University of Denver - Daniels College of Business 2013 — 2015
Master of Business Administration (MBA)
Butler University 2004 — 2008
Bachelor of Science, Finance
James Diverio's Merrill Lynch Experience May 2005 - August 2005
Job Senior Art Director at Mellōnaid
Industry Marketing and Advertising
Experience
Mellonaid September 2015 - Present
Diverio Creative May 2012 - Present
Specified Technologies, Inc. - STI Firestop January 2015 - September 2015
Specified Technologies Inc. June 2007 - January 2015
Specified Technologies, Inc. - STI Firestop June 2008 - July 2012
Specified Technologies, Inc. - STI Firestop June 2007 - June 2008
Merrill Lynch May 2005 - August 2005
Merrill Lynch May 2004 - August 2004
Skills
Adobe Creative Suite, Marketing, Digital Media, Layout, Logo Design, Graphic Design, Typography, Brochures, Corporate Identity, QuarkXPress, Web Design, Photoshop, Corporate Branding, Dreamweaver, Catalogs, Creative Direction, Packaging, Pre-press, Brand Development, Image Editing, User Interface Design, Invitations, Vector Illustration, Branding & Identity, Stationery, Business Cards, InDesign, Flyers, Collateral, Digital Illustration, Posters, Environmental Graphics, Visual Communication, Banners, Annual Reports, Image Manipulation, Information Graphics, Information Design, Adobe Freehand, Graphics, Wayfinding, Management
Education
Cabrini College 2003 — 2007
BA, Graphic Design
Indiana University of Pennsylvania 2003 — 2004
BFA, Graphic Design
Mellonaid September 2015 - Present
Diverio Creative May 2012 - Present
Specified Technologies, Inc. - STI Firestop January 2015 - September 2015
Specified Technologies Inc. June 2007 - January 2015
Specified Technologies, Inc. - STI Firestop June 2008 - July 2012
Specified Technologies, Inc. - STI Firestop June 2007 - June 2008
Merrill Lynch May 2005 - August 2005
Merrill Lynch May 2004 - August 2004
Skills
Adobe Creative Suite, Marketing, Digital Media, Layout, Logo Design, Graphic Design, Typography, Brochures, Corporate Identity, QuarkXPress, Web Design, Photoshop, Corporate Branding, Dreamweaver, Catalogs, Creative Direction, Packaging, Pre-press, Brand Development, Image Editing, User Interface Design, Invitations, Vector Illustration, Branding & Identity, Stationery, Business Cards, InDesign, Flyers, Collateral, Digital Illustration, Posters, Environmental Graphics, Visual Communication, Banners, Annual Reports, Image Manipulation, Information Graphics, Information Design, Adobe Freehand, Graphics, Wayfinding, Management
Education
Cabrini College 2003 — 2007
BA, Graphic Design
Indiana University of Pennsylvania 2003 — 2004
BFA, Graphic Design
Theodore Eric Burgoon's Merrill Lynch Experience June 2009 - August 2009
Job Student at Butler University
Industry Financial Services
Experience
Two Fish Management August 2011 - Present
WestPoint Financial Group May 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Microsoft Operating..., Personal Communication, Microsoft Office, Telephone Skills
Education
Butler University 2008 — 2012
BS, Finance
Two Fish Management August 2011 - Present
WestPoint Financial Group May 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Microsoft Operating..., Personal Communication, Microsoft Office, Telephone Skills
Education
Butler University 2008 — 2012
BS, Finance
Phillip Brannon's Merrill Lynch Experience 1982 - 1990
Job Businesss Development at Special Investigations
Industry Financial Services
Experience
Special Investigations January 2015 - Present
Merrill Lynch 1982 - 1990
Skills
Investments, Portfolio Management, Finance, Valuation, Securities, Asset Management, Financial Analysis, Risk Management, Life Insurance, Financial Modeling, Real Estate, Customer Service, Financial Planning, Alternative Investments, Private Equity, Due Diligence, Sales, Equity Research, Credit
Education
Harvard Business School 1975 — 1977
Master of Business Administration (MBA), Finance, General
Caldwell College
DJ Oconnell
Rutgers, The State University of New Jersey-Newark
Rutgers, The State University of New Jersey-Newark
Rutgers, The State University of New Jersey-Newark
University of Virginia
University of Virginia
University of Virginia
Yorktown HS
Special Investigations January 2015 - Present
Merrill Lynch 1982 - 1990
Skills
Investments, Portfolio Management, Finance, Valuation, Securities, Asset Management, Financial Analysis, Risk Management, Life Insurance, Financial Modeling, Real Estate, Customer Service, Financial Planning, Alternative Investments, Private Equity, Due Diligence, Sales, Equity Research, Credit
Education
Harvard Business School 1975 — 1977
Master of Business Administration (MBA), Finance, General
Caldwell College
DJ Oconnell
Rutgers, The State University of New Jersey-Newark
Rutgers, The State University of New Jersey-Newark
Rutgers, The State University of New Jersey-Newark
University of Virginia
University of Virginia
University of Virginia
Yorktown HS
Matt Mullaly's Merrill Lynch Experience June 1983 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1983 - Present
Education
California Lutheran University 2007 — 2010
MBA, Financial Planning
Merrill Lynch June 1983 - Present
Education
California Lutheran University 2007 — 2010
MBA, Financial Planning
Jennifer Roldan's Merrill Lynch Experience June 2008 - September 2008
Job Media
Industry Marketing and Advertising
Experience
Fox Networks Group September 2015 - Present
Fox 5 (WNYW-TV New York) January 2012 - September 2015
Fox 5 (WNYW-TV New York) May 2012 - May 2012
Fox 5 (WNYW-TV New York) May 2010 - December 2011
Fox 5 (WNYW-TV New York) June 2011 - June 2011
Fox 5 (WNYW-TV New York) December 2009 - April 2010
Merrill Lynch June 2008 - September 2008
Skills
Video Editing, Final Cut Pro, Video Production, Post Production, Video, After Effects, Documentaries, Avid Media Composer, Television, Final Cut Studio, Videography, Avid, DVD Studio Pro, Motion Graphics, Broadcast, Film, Film Production, Camera, Premiere, HD Video, Highly Ambitious, Hardwork, Center of Excellence, Microsoft Office, Training, Adaptability, Proactive self-starter, Highly motivated..., Goal Oriented, Problem Solving, creative, Advertising, Social Media, Social Media Marketing, Marketing, Social Networking
Education
Caldwell College 2005 — 2009
B.A, Communications Arts
Fox Networks Group September 2015 - Present
Fox 5 (WNYW-TV New York) January 2012 - September 2015
Fox 5 (WNYW-TV New York) May 2012 - May 2012
Fox 5 (WNYW-TV New York) May 2010 - December 2011
Fox 5 (WNYW-TV New York) June 2011 - June 2011
Fox 5 (WNYW-TV New York) December 2009 - April 2010
Merrill Lynch June 2008 - September 2008
Skills
Video Editing, Final Cut Pro, Video Production, Post Production, Video, After Effects, Documentaries, Avid Media Composer, Television, Final Cut Studio, Videography, Avid, DVD Studio Pro, Motion Graphics, Broadcast, Film, Film Production, Camera, Premiere, HD Video, Highly Ambitious, Hardwork, Center of Excellence, Microsoft Office, Training, Adaptability, Proactive self-starter, Highly motivated..., Goal Oriented, Problem Solving, creative, Advertising, Social Media, Social Media Marketing, Marketing, Social Networking
Education
Caldwell College 2005 — 2009
B.A, Communications Arts
Cindy Scher's Merrill Lynch Experience September 1990 - May 2000
Job Administrative Coordinator
Industry Food & Beverages
Experience
Johanna Foods, Inc. August 2013 - Present
Meda Pharmaceuticals April 2011 - July 2012
Merrill Lynch September 1990 - May 2000
Education
Caldwell University 1984 — 1988
Bachelor of Fine Arts (BFA)
Caldwell University
Bachelor of Fine Arts (BFA)
Johanna Foods, Inc. August 2013 - Present
Meda Pharmaceuticals April 2011 - July 2012
Merrill Lynch September 1990 - May 2000
Education
Caldwell University 1984 — 1988
Bachelor of Fine Arts (BFA)
Caldwell University
Bachelor of Fine Arts (BFA)
Sabrina Petrucci-Chris's Merrill Lynch Experience 1998 - 2001
Job Office Manager at LP Design, Inc.
Industry Financial Services
Experience
LP Design, Inc. 1996 - Present
Randstad Agency 2006 - 2008
Merrill Lynch 1998 - 2001
Merrill Lynch 1994 - 1997
Skills
Sun Workstation...
Education
Caldwell College 1998 — 1999
Business Administration
Katherine Gibbs School 1991 — 1992
One-Year Executive Secretarial Program, Certified Graduate
Seton Hall University 1987 — 1991
Italian Studies
Seton Hall University
LP Design, Inc. 1996 - Present
Randstad Agency 2006 - 2008
Merrill Lynch 1998 - 2001
Merrill Lynch 1994 - 1997
Skills
Sun Workstation...
Education
Caldwell College 1998 — 1999
Business Administration
Katherine Gibbs School 1991 — 1992
One-Year Executive Secretarial Program, Certified Graduate
Seton Hall University 1987 — 1991
Italian Studies
Seton Hall University
Phillip Jungwirth's Merrill Lynch Experience November 2005 - June 2009
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets June 2009 - Present
Merrill Lynch November 2005 - June 2009
PwC January 2005 - November 2005
Deloitte January 2003 - January 2005
Skills
Equity Research, Equities, Oil & Gas Exploration, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Bloomberg, Investments
Education
Cal Poly San Luis Obispo 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
BMO Capital Markets June 2009 - Present
Merrill Lynch November 2005 - June 2009
PwC January 2005 - November 2005
Deloitte January 2003 - January 2005
Skills
Equity Research, Equities, Oil & Gas Exploration, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Bloomberg, Investments
Education
Cal Poly San Luis Obispo 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Chanda McCard-Jackson's Merrill Lynch Experience June 1999 - December 2000
Job Institutional Accounting Supervisor at The Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon November 2006 - Present
BNY Mellon November 2006 - Present
Delaware Investments November 2006 - October 2008
SEI January 2005 - October 2006
State Street January 2001 - December 2004
Merrill Lynch June 1999 - December 2000
Skills
Microsoft Excel, Management, Customer Service, Financial Analysis, Risk Management, Project Management, Finance, Business Analysis, PowerPoint
Education
Saint Joseph's University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Cabrini College
Bachelor's degree, Accounting and Finance
BNY Mellon November 2006 - Present
BNY Mellon November 2006 - Present
Delaware Investments November 2006 - October 2008
SEI January 2005 - October 2006
State Street January 2001 - December 2004
Merrill Lynch June 1999 - December 2000
Skills
Microsoft Excel, Management, Customer Service, Financial Analysis, Risk Management, Project Management, Finance, Business Analysis, PowerPoint
Education
Saint Joseph's University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Cabrini College
Bachelor's degree, Accounting and Finance
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank