Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Shelly Gore Shelly Gore's Merrill Lynch Experience 1998 - June 1999
Job DBA, Project Manager, Web Design
Industry Information Technology and Services
Experience
Innovative Systems Group, Inc August 2007 - Present
GMAC RFC Nederland B.V. March 2007 - August 2007
ING September 2005 - February 2007
PNM Resources - Utility January 2003 - December 2004
Kaiser Permanente 2001 - 2003
Montgomery Asset Management October 2000 - October 2001
Bank of America June 1999 - September 2000
Merrill Lynch 1998 - June 1999
Mercedes-Benz USA January 1997 - March 1998
CSCL January 1996 - January 1997
Skills
Data Warehousing, Databases, Microsoft SQL Server, Data Modeling, SQL, Database Design, Project Management, Database Administration, Oracle, Business Intelligence, Web Design, Disaster Recovery, Team Leadership, Sybase, Business Requirements, System Administration, Search Engine Ranking, Digital Photography, CSS, Dreamweaver, XHTML, HTML, SEO, Business Systems..., ERP Implementations, Information Systems, Financial Systems..., Enterprise Systems..., ERP
Education
California State University-Chico 1987 — 1992
Bachelor of Science (B.S.), Civil Engineering
Innovative Systems Group, Inc August 2007 - Present
GMAC RFC Nederland B.V. March 2007 - August 2007
ING September 2005 - February 2007
PNM Resources - Utility January 2003 - December 2004
Kaiser Permanente 2001 - 2003
Montgomery Asset Management October 2000 - October 2001
Bank of America June 1999 - September 2000
Merrill Lynch 1998 - June 1999
Mercedes-Benz USA January 1997 - March 1998
CSCL January 1996 - January 1997
Skills
Data Warehousing, Databases, Microsoft SQL Server, Data Modeling, SQL, Database Design, Project Management, Database Administration, Oracle, Business Intelligence, Web Design, Disaster Recovery, Team Leadership, Sybase, Business Requirements, System Administration, Search Engine Ranking, Digital Photography, CSS, Dreamweaver, XHTML, HTML, SEO, Business Systems..., ERP Implementations, Information Systems, Financial Systems..., Enterprise Systems..., ERP
Education
California State University-Chico 1987 — 1992
Bachelor of Science (B.S.), Civil Engineering
Hubert Lau Hubert Lau's Merrill Lynch Experience June 2002 - August 2002
Job Finance and Accounting Professional, Tax Auditor, Real Estate Professional, Entrepreneur
Industry Capital Markets
Experience
Office of the Comptroller of the Currency February 2015 - Present
California State Board of Equalization January 2014 - December 2014
All-Way Sewing Company August 2006 - January 2014
Capmark May 2005 - July 2006
Merrill Lynch June 2002 - August 2002
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Research, Customer Service, Economics, English, Accounting, Financial Modeling, Social Media, Corporate Finance, Data Analysis, Analysis, Analytical Reasoning, Incident Handling, Communication, Finance, Inventory Management
Education
California State University-East Bay 2011 — 2013
Master of Business Administration (MBA), Finance, Supply Chain, 4.00 GPA
University of California, Berkeley 2002 — 2004
Bachelor of Arts (B.A.), Economics, Minor Business Administration
Office of the Comptroller of the Currency February 2015 - Present
California State Board of Equalization January 2014 - December 2014
All-Way Sewing Company August 2006 - January 2014
Capmark May 2005 - July 2006
Merrill Lynch June 2002 - August 2002
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Research, Customer Service, Economics, English, Accounting, Financial Modeling, Social Media, Corporate Finance, Data Analysis, Analysis, Analytical Reasoning, Incident Handling, Communication, Finance, Inventory Management
Education
California State University-East Bay 2011 — 2013
Master of Business Administration (MBA), Finance, Supply Chain, 4.00 GPA
University of California, Berkeley 2002 — 2004
Bachelor of Arts (B.A.), Economics, Minor Business Administration
Amy Trujillo Amy Trujillo's Merrill Lynch Experience January 2011 - May 2013
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC May 2013 - Present
Merrill Lynch January 2011 - May 2013
Trujillo & Associates Insurance March 2010 - January 2011
Wells Fargo Bank July 2008 - March 2010
Skills
Retirement Planning, Series 7, Investments, Strategic Financial..., Credit, Loans, Banking, Portfolio Management, Financial Analysis, Wealth Management, Mutual Funds, Asset Allocation, Retirement, Finance, Asset Management, Securities
Education
CSU Chico 2008 — 2010
MBA, Business Administration
California State University-Bakersfield 2006 — 2007
BS, Business Administration/ Finance
Raymond James Financial Services, Inc., Member FINRA/SIPC May 2013 - Present
Merrill Lynch January 2011 - May 2013
Trujillo & Associates Insurance March 2010 - January 2011
Wells Fargo Bank July 2008 - March 2010
Skills
Retirement Planning, Series 7, Investments, Strategic Financial..., Credit, Loans, Banking, Portfolio Management, Financial Analysis, Wealth Management, Mutual Funds, Asset Allocation, Retirement, Finance, Asset Management, Securities
Education
CSU Chico 2008 — 2010
MBA, Business Administration
California State University-Bakersfield 2006 — 2007
BS, Business Administration/ Finance
Michael Bordalampe's Merrill Lynch Experience January 2009 - June 2009
Job Territory Manager
Industry Mining & Metals
Experience
TCI Aluminum North June 2010 - Present
Great American Music Hall / Slim's / Hardly Strictly Bluegrass Festival June 2012 - Present
Live 105 June 2013 - March 2014
Ascona Pizza Company September 2010 - November 2010
TCI Aluminum May 2009 - September 2009
Merrill Lynch January 2009 - June 2009
InterFraternity Council May 2008 - May 2009
Chico MS Walk March 2009 - March 2009
YMCA of San Francisco- Mt Diablo Region 2006 - 2008
St. Jude Children's Research Hospital September 2007 - November 2007
Skills
Creative Problem Solving, Leadership Development, Public Speaking, Event Planning, Organizational..., Microsoft Office, PowerPoint, Leadership, Organizational..., Intercultural..., Music Industry, Direct Sales, Sociology, Sales Engineering, Strategic Communications, Concert Promotion, Human Relations, Music Production, Live Sound, Recruiting, Salesforce.com, Social Media, Management, Training, Time Management
Education
California State University-Chico 2005 — 2010
BA, Communication Studies-Organizational Communication, Sociology
Diablo Valley College 2003 — 2005
American Sign Language
San Ramon Valley High School 2001 — 2005
TCI Aluminum North June 2010 - Present
Great American Music Hall / Slim's / Hardly Strictly Bluegrass Festival June 2012 - Present
Live 105 June 2013 - March 2014
Ascona Pizza Company September 2010 - November 2010
TCI Aluminum May 2009 - September 2009
Merrill Lynch January 2009 - June 2009
InterFraternity Council May 2008 - May 2009
Chico MS Walk March 2009 - March 2009
YMCA of San Francisco- Mt Diablo Region 2006 - 2008
St. Jude Children's Research Hospital September 2007 - November 2007
Skills
Creative Problem Solving, Leadership Development, Public Speaking, Event Planning, Organizational..., Microsoft Office, PowerPoint, Leadership, Organizational..., Intercultural..., Music Industry, Direct Sales, Sociology, Sales Engineering, Strategic Communications, Concert Promotion, Human Relations, Music Production, Live Sound, Recruiting, Salesforce.com, Social Media, Management, Training, Time Management
Education
California State University-Chico 2005 — 2010
BA, Communication Studies-Organizational Communication, Sociology
Diablo Valley College 2003 — 2005
American Sign Language
San Ramon Valley High School 2001 — 2005
Sidney Kelley Sidney Kelley's Merrill Lynch Experience November 2000 - May 2003
Job Government Accountant at North Slope Borouh
Industry Government Administration
Experience
North Slope Borough May 2009 - Present
Tagiugmiullu Nunamiullu Housing Authority December 2006 - May 2009
Ilisagvik College May 2006 - December 2006
Nuiqsut Trapper School, Nome Beltz High School August 2004 - May 2006
Merrill Lynch November 2000 - May 2003
Qwest/USWest May 1999 - September 2000
Bank of America/Seafirst Bank September 1996 - April 1999
USWest, New Vector, REI, Seafirst Bank January 1993 - September 1996
Security Pacific Bank March 1989 - January 1993
North Seattle Community College September 1992 - December 1992
Skills
Government, I passed the CPA exam..., Computer Program, Analysis, Certified Information..., Tax Accounting, Program Management, Software Documentation, Leadership, Training, Management, Certificate in Data...
Education
University of Alaska, Fairanks 2003 — 2004
Secondary Teacher Certification, Secondary Education and Teaching
California State Polytechnic University-Pomona 1983 — 1985
Master of Science in Business Administration (MSBA), EDP Audit
Control Data Institute 1981 — 1981
Associate of Science (A.S.), Computer Science
San Diego State University-California State University 1967 — 1971
Bachelor's degree, English and History
North Slope Borough May 2009 - Present
Tagiugmiullu Nunamiullu Housing Authority December 2006 - May 2009
Ilisagvik College May 2006 - December 2006
Nuiqsut Trapper School, Nome Beltz High School August 2004 - May 2006
Merrill Lynch November 2000 - May 2003
Qwest/USWest May 1999 - September 2000
Bank of America/Seafirst Bank September 1996 - April 1999
USWest, New Vector, REI, Seafirst Bank January 1993 - September 1996
Security Pacific Bank March 1989 - January 1993
North Seattle Community College September 1992 - December 1992
Skills
Government, I passed the CPA exam..., Computer Program, Analysis, Certified Information..., Tax Accounting, Program Management, Software Documentation, Leadership, Training, Management, Certificate in Data...
Education
University of Alaska, Fairanks 2003 — 2004
Secondary Teacher Certification, Secondary Education and Teaching
California State Polytechnic University-Pomona 1983 — 1985
Master of Science in Business Administration (MSBA), EDP Audit
Control Data Institute 1981 — 1981
Associate of Science (A.S.), Computer Science
San Diego State University-California State University 1967 — 1971
Bachelor's degree, English and History
Jeff Kell's Merrill Lynch Experience January 2012 - January 2012
Job Founder | Executive Producer at 105 Conversations
Industry Internet
Experience
105 Conversations January 2012 - Present
Thirst Labs March 2013 - August 2013
mutu.tv March 2013 - June 2013
Bit Rebels January 2012 - April 2013
XEODesign, Inc. December 2011 - June 2012
Merrill Lynch January 2012 - January 2012
Jeff Kell Enterprises September 2010 - January 2012
Votizen September 2011 - October 2011
Old Dog New Tricks August 2006 - September 2011
Cross-Cultural Leadership Center January 2010 - December 2010
Skills
Marketing Strategy, Online Marketing, Social Media Marketing, Digital Marketing, Marketing Management, Negotiation, Small Business..., Public Relations, Public Speaking, Business Relationship..., Blogging, Technical Writing, Business Strategy, Business & Marketing..., Mind Mapping, Online Advertising, Business Development, Entrepreneurship, Social Media, Event Planning, Leadership, Video Production, Executive Producing, Interviewing, Videography, Social Networking, Event Management, Management, Interviews, Start-ups, Strategic Communications, Strategy, E-commerce, WordPress, Advertising, Marketing, Web Analytics, SEM, Editing, Google Adwords, Facebook, Digital Media
Education
California State University-Chico 2006 — 2010
Bachelor of Arts, Organizational Communication, Minor: Entrepreneurship
105 Conversations January 2012 - Present
Thirst Labs March 2013 - August 2013
mutu.tv March 2013 - June 2013
Bit Rebels January 2012 - April 2013
XEODesign, Inc. December 2011 - June 2012
Merrill Lynch January 2012 - January 2012
Jeff Kell Enterprises September 2010 - January 2012
Votizen September 2011 - October 2011
Old Dog New Tricks August 2006 - September 2011
Cross-Cultural Leadership Center January 2010 - December 2010
Skills
Marketing Strategy, Online Marketing, Social Media Marketing, Digital Marketing, Marketing Management, Negotiation, Small Business..., Public Relations, Public Speaking, Business Relationship..., Blogging, Technical Writing, Business Strategy, Business & Marketing..., Mind Mapping, Online Advertising, Business Development, Entrepreneurship, Social Media, Event Planning, Leadership, Video Production, Executive Producing, Interviewing, Videography, Social Networking, Event Management, Management, Interviews, Start-ups, Strategic Communications, Strategy, E-commerce, WordPress, Advertising, Marketing, Web Analytics, SEM, Editing, Google Adwords, Facebook, Digital Media
Education
California State University-Chico 2006 — 2010
Bachelor of Arts, Organizational Communication, Minor: Entrepreneurship
Kimberly Goss Kimberly Goss's Merrill Lynch Experience June 2000 - July 2002
Job Senior Manager, Revenue Recognition at Salesforce.com
Industry Computer Software
Experience
Salesforce.com November 2014 - Present
Salesforce November 2012 - October 2014
Salesforce April 2011 - October 2012
Salesforce June 2010 - March 2011
PwC September 2005 - June 2010
Merrill Lynch June 2000 - July 2002
Skills
Financial Reporting, Compliance, Audit, Auditing, Revenue Recognition, Internal Audit, Financial Analysis, SEC reporting, Accounting, Financial Accounting, SOX, SEC filings, Sarbanes-Oxley Act, Finance, US GAAP, Business Process, Sarbanes-Oxley, Internal Controls, Management
Education
California State University, Fresno 2002 — 2005
Masters
California State University, Fresno 1998 — 2000
Bachelors
Salesforce.com November 2014 - Present
Salesforce November 2012 - October 2014
Salesforce April 2011 - October 2012
Salesforce June 2010 - March 2011
PwC September 2005 - June 2010
Merrill Lynch June 2000 - July 2002
Skills
Financial Reporting, Compliance, Audit, Auditing, Revenue Recognition, Internal Audit, Financial Analysis, SEC reporting, Accounting, Financial Accounting, SOX, SEC filings, Sarbanes-Oxley Act, Finance, US GAAP, Business Process, Sarbanes-Oxley, Internal Controls, Management
Education
California State University, Fresno 2002 — 2005
Masters
California State University, Fresno 1998 — 2000
Bachelors
Conner Hackett Conner Hackett's Merrill Lynch Experience June 2010 - May 2011
Job Business Development Project Manager / General Manager at Prather Ranch Meat Company
Industry Consumer Goods
Experience
Prather Ranch Meat Company February 2015 - Present
Prather Ranch Meat Company March 2014 - February 2015
Prather Ranch Meat Company January 2012 - March 2014
Merrill Lynch June 2010 - May 2011
Agland Engineering June 2005 - August 2009
Howe Creek Ranch January 2000 - August 2004
Skills
Leadership, Microsoft Office, Customer Service, Retail, Asset Managment, Research, Marketing Strategy, Social Media, Problem Solving, Creative Direction, Quantitative Finance, Interpersonal..., Public Speaking, Computer Graphics, Construction, Consulting, Environmental..., Operations Management, Financial Analysis, Music Production, Negotiation, Creative Writing, Technical Writing, Physical Geography, World History, Salesforce.com, Food Safety, Food Preparation, Travel Planning, Business Development, Fly Fishing, Music Theory, Cooking, Photography, Performing Arts, Sketching, Economics, Microeconomics, International Economics, Management
Education
California State University-Chico 2005 — 2011
Bachelors of Science, Finance & Economics
Ferndale High School 2001 — 2005
Diploma, General Studies
Prather Ranch Meat Company February 2015 - Present
Prather Ranch Meat Company March 2014 - February 2015
Prather Ranch Meat Company January 2012 - March 2014
Merrill Lynch June 2010 - May 2011
Agland Engineering June 2005 - August 2009
Howe Creek Ranch January 2000 - August 2004
Skills
Leadership, Microsoft Office, Customer Service, Retail, Asset Managment, Research, Marketing Strategy, Social Media, Problem Solving, Creative Direction, Quantitative Finance, Interpersonal..., Public Speaking, Computer Graphics, Construction, Consulting, Environmental..., Operations Management, Financial Analysis, Music Production, Negotiation, Creative Writing, Technical Writing, Physical Geography, World History, Salesforce.com, Food Safety, Food Preparation, Travel Planning, Business Development, Fly Fishing, Music Theory, Cooking, Photography, Performing Arts, Sketching, Economics, Microeconomics, International Economics, Management
Education
California State University-Chico 2005 — 2011
Bachelors of Science, Finance & Economics
Ferndale High School 2001 — 2005
Diploma, General Studies
Nick Salvetti Nick Salvetti's Merrill Lynch Experience February 2005 - February 2014
Job Managing Partner at The Salvetti Group Family Wealth Advisors
Industry Financial Services
Experience
The Salvetti Group- Family Wealth Advisors February 2014 - Present
Merrill Lynch February 2005 - February 2014
Morgan Stanley February 1998 - February 2005
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investments, Alternative Investments, Portfolio Management, Investment Strategies, Securities, Asset Management, Strategic Financial..., Investment Advisory, Equities
Education
California State University-Fresno 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
The Salvetti Group- Family Wealth Advisors February 2014 - Present
Merrill Lynch February 2005 - February 2014
Morgan Stanley February 1998 - February 2005
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investments, Alternative Investments, Portfolio Management, Investment Strategies, Securities, Asset Management, Strategic Financial..., Investment Advisory, Equities
Education
California State University-Fresno 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Phil Boscarino's Merrill Lynch Experience June 2009 - August 2009
Job Director of Operations at Independent Investment Management Firm
Industry Financial Services
Experience
Independent Investment Management Firm June 2013 - Present
LearnVest, Inc. February 2013 - March 2013
Gurman Wealth Management July 2011 - February 2013
State Street June 2010 - April 2011
Merrill Lynch June 2009 - August 2009
Skills
Venture Capital, Investment Management, Business Development, Finance, Investments, Personal Financial..., Portfolio Management, Early-stage Startups, Technology, Bitcoin
Education
California State University-Chico 2007 — 2009
Bachelor of Science (BS), Accounting
University of California, Riverside 2005 — 2007
Business Administration and Management, General
Independent Investment Management Firm June 2013 - Present
LearnVest, Inc. February 2013 - March 2013
Gurman Wealth Management July 2011 - February 2013
State Street June 2010 - April 2011
Merrill Lynch June 2009 - August 2009
Skills
Venture Capital, Investment Management, Business Development, Finance, Investments, Personal Financial..., Portfolio Management, Early-stage Startups, Technology, Bitcoin
Education
California State University-Chico 2007 — 2009
Bachelor of Science (BS), Accounting
University of California, Riverside 2005 — 2007
Business Administration and Management, General
Linda Bui's Merrill Lynch Experience May 2013 - September 2013
Job Staff Accountant at 4G Wireless Verizon Wireless
Industry Accounting
Experience
Pizza 90 December 2014 - Present
4G Wireless - Verizon Wireless January 2014 - Present
Benihana February 2012 - January 2014
Merrill Lynch May 2013 - September 2013
Skills
Microsoft Excel, Accounting, Microsoft Office, Customer Service, Teamwork, Finance, Analysis, General Ledger, Bank Reconciliation
Education
California State University-Long Beach 2010 — 2012
Bachelor's Degree, Accounting and Finance
California State University, Fresno 2007 — 2010
Finance
Pizza 90 December 2014 - Present
4G Wireless - Verizon Wireless January 2014 - Present
Benihana February 2012 - January 2014
Merrill Lynch May 2013 - September 2013
Skills
Microsoft Excel, Accounting, Microsoft Office, Customer Service, Teamwork, Finance, Analysis, General Ledger, Bank Reconciliation
Education
California State University-Long Beach 2010 — 2012
Bachelor's Degree, Accounting and Finance
California State University, Fresno 2007 — 2010
Finance
Danae Thomas Danae Thomas's Merrill Lynch Experience April 1998 - September 2004
Job Social Media Marketing, Speaking Engagement Booking, Calendar Management
Industry Marketing and Advertising
Experience
Linked Media Solutions January 2012 - Present
Diverse Financial July 2011 - October 2011
Global Green Forex March 2009 - June 2011
UBS Wealth Management September 2004 - March 2009
Merrill Lynch April 1998 - September 2004
Prudential Securities April 1996 - April 1998
Oppenheimer & Co. 1991 - 1996
Financial Management Advisors August 1987 - November 1991
Skills
Strategic Financial..., Investments, Wealth Management, Venture Capital, Capital Markets, Bonds, Investor Relations, Due Diligence, Loans, High Net Worth..., Private Banking, Emerging Markets, Strategic Planning, Options, Financial Management..., Financial Advisory, Marketing Communications, Business Development, B2B Marketing, Public Speaking, Social Media, Strategy, Strategic Partnerships, Sales, Selling, Marketing, Executive Management, New Business Development, Entrepreneurship, Start-ups, CRM, Lead Generation, Team Building, Business Planning, Financial Planning
Education
California State University-Chico 1984 — 1987
English
Linked Media Solutions January 2012 - Present
Diverse Financial July 2011 - October 2011
Global Green Forex March 2009 - June 2011
UBS Wealth Management September 2004 - March 2009
Merrill Lynch April 1998 - September 2004
Prudential Securities April 1996 - April 1998
Oppenheimer & Co. 1991 - 1996
Financial Management Advisors August 1987 - November 1991
Skills
Strategic Financial..., Investments, Wealth Management, Venture Capital, Capital Markets, Bonds, Investor Relations, Due Diligence, Loans, High Net Worth..., Private Banking, Emerging Markets, Strategic Planning, Options, Financial Management..., Financial Advisory, Marketing Communications, Business Development, B2B Marketing, Public Speaking, Social Media, Strategy, Strategic Partnerships, Sales, Selling, Marketing, Executive Management, New Business Development, Entrepreneurship, Start-ups, CRM, Lead Generation, Team Building, Business Planning, Financial Planning
Education
California State University-Chico 1984 — 1987
English
Gabe Velasquez Gabe Velasquez's Merrill Lynch Experience September 2006 - December 2006
Job VP, Institutional Fixed Income at Alamo Capital
Industry Investment Management
Experience
Alamo Capital April 2010 - Present
Forex Capital Markets April 2009 - April 2010
Fisher Investments January 2007 - January 2009
Merrill Lynch September 2006 - December 2006
Skills
Fixed Income, Foreign Exchange, Institutions, Series 7, Investments, Equities, Bonds, Securities, Trading, Bloomberg, Wealth Management, Asset Managment, Portfolio Management, Alternative Investments, Series 63, Mutual Funds, Capital Markets, Asset Allocation, Investment Strategies, Options
Education
California State University-Chico 2003 — 2006
BS, Financial Services
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2005 — 2005
Minor, International Business
Pleasant Valley High
HS
Alamo Capital April 2010 - Present
Forex Capital Markets April 2009 - April 2010
Fisher Investments January 2007 - January 2009
Merrill Lynch September 2006 - December 2006
Skills
Fixed Income, Foreign Exchange, Institutions, Series 7, Investments, Equities, Bonds, Securities, Trading, Bloomberg, Wealth Management, Asset Managment, Portfolio Management, Alternative Investments, Series 63, Mutual Funds, Capital Markets, Asset Allocation, Investment Strategies, Options
Education
California State University-Chico 2003 — 2006
BS, Financial Services
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2005 — 2005
Minor, International Business
Pleasant Valley High
HS
Carol Wikle, CFP ®, CIMA ®, CRPC Carol Wikle, CFP ®, CIMA ®, CRPC's Merrill Lynch Experience October 1998 - December 2007
Job Principal at Mirador Capital Partners
Industry Investment Management
Experience
Mirador Capital Partners July 2013 - Present
Morgan Stanley Smith Barney December 2007 - July 2013
Merrill Lynch October 1998 - December 2007
Skills
Strategic Planning, Project Management, Asset Management, Marketing Strategy, Business Strategy, New Business Development, Budgets, Investments, Series 7, Banking, Credit, Sales, Mutual Funds, Wealth Management, Marketing, Due Diligence, Leadership, Real Estate, Contract Negotiation, Public Speaking, Management, Business Development, Negotiation, Business Planning, Insurance, Retirement Planning, Strategic Financial..., Risk Management, Small Business, Real Estate Financing, Finance, Accounting, Strategy, Investment Management, Series 65, Entrepreneurship, Start-ups, Business Analysis
Education
California State University-East Bay 1996 — 1998
BA, Liberal Arts, Business
Mirador Capital Partners July 2013 - Present
Morgan Stanley Smith Barney December 2007 - July 2013
Merrill Lynch October 1998 - December 2007
Skills
Strategic Planning, Project Management, Asset Management, Marketing Strategy, Business Strategy, New Business Development, Budgets, Investments, Series 7, Banking, Credit, Sales, Mutual Funds, Wealth Management, Marketing, Due Diligence, Leadership, Real Estate, Contract Negotiation, Public Speaking, Management, Business Development, Negotiation, Business Planning, Insurance, Retirement Planning, Strategic Financial..., Risk Management, Small Business, Real Estate Financing, Finance, Accounting, Strategy, Investment Management, Series 65, Entrepreneurship, Start-ups, Business Analysis
Education
California State University-East Bay 1996 — 1998
BA, Liberal Arts, Business
Waheeda Sherzai Waheeda Sherzai's Merrill Lynch Experience 2010 - 2012
Job Insurance Agent at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance September 2014 - Present
Wells Fargo Financial 2012 - 2012
Merrill Lynch 2010 - 2012
Bank of America 2008 - 2010
Verizon Wireless July 2004 - August 2008
Bank of America July 1998 - August 2004
Skills
Wealth Management, Retail Banking, Portfolio Management, Financial Services, Credit, Mutual Funds, Investments, Loans, Series 7, Retirement Planning, Mortgage Lending, Credit Analysis, Series 63, Investment Banking, Relationship Management, Insurance, Consumer Lending, Residential Mortgages, Investment Advisory, Securities
Education
California State University-Hayward 1998 — 2002
Bachelor's of Science, B.S, Business
U.C Davis
CFP Courses 1 & 2
State Farm Insurance September 2014 - Present
Wells Fargo Financial 2012 - 2012
Merrill Lynch 2010 - 2012
Bank of America 2008 - 2010
Verizon Wireless July 2004 - August 2008
Bank of America July 1998 - August 2004
Skills
Wealth Management, Retail Banking, Portfolio Management, Financial Services, Credit, Mutual Funds, Investments, Loans, Series 7, Retirement Planning, Mortgage Lending, Credit Analysis, Series 63, Investment Banking, Relationship Management, Insurance, Consumer Lending, Residential Mortgages, Investment Advisory, Securities
Education
California State University-Hayward 1998 — 2002
Bachelor's of Science, B.S, Business
U.C Davis
CFP Courses 1 & 2
Allen Luu's Merrill Lynch Experience August 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Bank of America December 2013 - August 2015
CBS Local January 2013 - August 2013
CBS Local September 2012 - December 2012
AIL October 2009 - September 2010
Louis Vuitton February 2008 - August 2009
Skills
Sales, Teamwork, Cold Calling, Data Entry, Negotiation, Market Research, Time Management, Marketing, Leadership, Advertising, Customer Service, Customer Retention, Retail, PowerPoint, Microsoft Excel, Social Media Marketing, Selling, Training, Event Management, Social Networking, Copywriting, Facebook, Social Media, Online Advertising
Education
California State University-Hayward 2010 — 2014
Bachelor of Arts (B.A.), Communications
Merrill Lynch August 2015 - Present
Bank of America December 2013 - August 2015
CBS Local January 2013 - August 2013
CBS Local September 2012 - December 2012
AIL October 2009 - September 2010
Louis Vuitton February 2008 - August 2009
Skills
Sales, Teamwork, Cold Calling, Data Entry, Negotiation, Market Research, Time Management, Marketing, Leadership, Advertising, Customer Service, Customer Retention, Retail, PowerPoint, Microsoft Excel, Social Media Marketing, Selling, Training, Event Management, Social Networking, Copywriting, Facebook, Social Media, Online Advertising
Education
California State University-Hayward 2010 — 2014
Bachelor of Arts (B.A.), Communications
Terry Hickey, CRPC Terry Hickey, CRPC's Merrill Lynch Experience August 2006 - June 2012
Job Financial Advisor, CRPC at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. June 2012 - Present
Merrill Lynch August 2006 - June 2012
Education
California State University-Fresno
BS, Agronomy and Crop Science
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. June 2012 - Present
Merrill Lynch August 2006 - June 2012
Education
California State University-Fresno
BS, Agronomy and Crop Science
George Van Tine George Van Tine's Merrill Lynch Experience April 1997 - February 1999
Job Sr. Business Consultant
Industry Defense & Space
Experience
ISI, Inc. September 2014 - Present
University of Phoenix April 2006 - Present
CSSI December 2012 - August 2014
International Services, Inc. April 2012 - December 2012
Blue Force Services, LLC September 2010 - December 2010
INDUS Technology Inc August 2004 - September 2010
International Profit Associates March 1999 - July 2004
Merrill Lynch April 1997 - February 1999
CTA Inc February 1990 - March 1997
United States Naval Reserve February 1990 - September 1994
Skills
DoD, Proposal Writing, Program Management, Security Clearance, Process Improvement, Strategic Planning, Systems Engineering, Team Building, Military, Government, Navy, New Business Development, German
Education
California State University-Bakersfield 1993 — 1995
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.72
The Citadel 1974 — 1978
Bachelor's Degree, Business Administration
ISI, Inc. September 2014 - Present
University of Phoenix April 2006 - Present
CSSI December 2012 - August 2014
International Services, Inc. April 2012 - December 2012
Blue Force Services, LLC September 2010 - December 2010
INDUS Technology Inc August 2004 - September 2010
International Profit Associates March 1999 - July 2004
Merrill Lynch April 1997 - February 1999
CTA Inc February 1990 - March 1997
United States Naval Reserve February 1990 - September 1994
Skills
DoD, Proposal Writing, Program Management, Security Clearance, Process Improvement, Strategic Planning, Systems Engineering, Team Building, Military, Government, Navy, New Business Development, German
Education
California State University-Bakersfield 1993 — 1995
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.72
The Citadel 1974 — 1978
Bachelor's Degree, Business Administration
Matt Tuft MBA, CFP® Matt Tuft MBA, CFP®'s Merrill Lynch Experience February 2000 - November 2000
Job External Wholesaler at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Group April 2008 - Present
State Farm Insurance Company June 2006 - April 2008
Mutual of America February 2004 - June 2006
Allstate Financial Services, LLC April 2003 - February 2004
US Bancorp November 2000 - April 2003
Merrill Lynch February 2000 - November 2000
The Meyers Group Research Analyst June 1999 - February 2000
Skills
Retirement Planning, Life Insurance, Estate Planning, Fixed Annuities, Mutual Funds, Retirement, Investments, Insurance, Financial Advisory, Financial Services, Variable Annuities, Disability Insurance, Banking, Pensions, Sales, Loans, Defined Benefit, Health Insurance, Series 7, 401k, Wealth Accumulation, Wealth Management, Series 63, CFP®, MBA, Underwriting
Education
University of Phoenix 2000 — 2002
MBA, Business
California State University-Chico 1986 — 1999
Bachelor of Science Business Administration, Financial Services
Lincoln Financial Group April 2008 - Present
State Farm Insurance Company June 2006 - April 2008
Mutual of America February 2004 - June 2006
Allstate Financial Services, LLC April 2003 - February 2004
US Bancorp November 2000 - April 2003
Merrill Lynch February 2000 - November 2000
The Meyers Group Research Analyst June 1999 - February 2000
Skills
Retirement Planning, Life Insurance, Estate Planning, Fixed Annuities, Mutual Funds, Retirement, Investments, Insurance, Financial Advisory, Financial Services, Variable Annuities, Disability Insurance, Banking, Pensions, Sales, Loans, Defined Benefit, Health Insurance, Series 7, 401k, Wealth Accumulation, Wealth Management, Series 63, CFP®, MBA, Underwriting
Education
University of Phoenix 2000 — 2002
MBA, Business
California State University-Chico 1986 — 1999
Bachelor of Science Business Administration, Financial Services
Faye Floyd's Merrill Lynch Experience May 2008 - January 2009
Job Branch Liaison Assistant Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors January 2009 - April 2015
Merrill Lynch May 2008 - January 2009
Imperial Capital Bancorp January 2006 - January 2008
US Bank June 2004 - January 2006
Skills
Retirement Planning, Mutual Funds, Investments, Retirement, Securities, Asset Allocation
Education
California State University San Marcos 2003 — 2005
Bachelor's Degree, Communication, General, cum laude
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors January 2009 - April 2015
Merrill Lynch May 2008 - January 2009
Imperial Capital Bancorp January 2006 - January 2008
US Bank June 2004 - January 2006
Skills
Retirement Planning, Mutual Funds, Investments, Retirement, Securities, Asset Allocation
Education
California State University San Marcos 2003 — 2005
Bachelor's Degree, Communication, General, cum laude
David H. Chang's Merrill Lynch Experience 2003 - 2010
Job Experienced Financial & Accounting Executitive
Industry Executive Office
Experience
Bank of Tokyo-Mitsubishi UFJ March 2012 - September 2014
UBS Financial Services - International 2010 - 2012
Merrill Lynch 2003 - 2010
Morgan Stanley 2000 - 2003
Skills
Banking, Credit Analysis, Commercial Banking, Credit Risk, Credit, Investment Banking, Capital Markets, Fixed Income, Loans, Derivatives, Portfolio Management, Structured Finance, Risk Management, Financial Risk, FX Options, Commercial Lending, Equities, Corporate Finance, Trade Finance, Financial Modeling, Business Development, Relationship Management, Private Banking, Treasury Management, Cash Management, Loan Origination
Education
California State University, Los Angeles - College of Business and Economics 1996 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
University of California, Santa Barbara
Bank of Tokyo-Mitsubishi UFJ March 2012 - September 2014
UBS Financial Services - International 2010 - 2012
Merrill Lynch 2003 - 2010
Morgan Stanley 2000 - 2003
Skills
Banking, Credit Analysis, Commercial Banking, Credit Risk, Credit, Investment Banking, Capital Markets, Fixed Income, Loans, Derivatives, Portfolio Management, Structured Finance, Risk Management, Financial Risk, FX Options, Commercial Lending, Equities, Corporate Finance, Trade Finance, Financial Modeling, Business Development, Relationship Management, Private Banking, Treasury Management, Cash Management, Loan Origination
Education
California State University, Los Angeles - College of Business and Economics 1996 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
University of California, Santa Barbara
Gary Nishioki Gary Nishioki's Merrill Lynch Experience August 1988 - April 2007
Job Financial Services Professional
Industry Financial Services
Experience
Mizuho Securities USA Inc. 2009 - 2013
Merrill Lynch August 1988 - April 2007
Kidder Peabody 1984 - 1988
Skills
Fixed Income/Mortgage..., Fixed Income, Fixed Income Strategies, Mortgage Marketing, Client Relationship..., Sales Management, Bonds, Marketing, Commercial Mortgages, Asset Back Securities, CMOS
Education
Anderson School at UCLA 1977 — 1979
MBA, Marketing
California State University-Fresno 1970 — 1974
Bachelor of Science (BS), Business Administration and Management, General
Mizuho Securities USA Inc. 2009 - 2013
Merrill Lynch August 1988 - April 2007
Kidder Peabody 1984 - 1988
Skills
Fixed Income/Mortgage..., Fixed Income, Fixed Income Strategies, Mortgage Marketing, Client Relationship..., Sales Management, Bonds, Marketing, Commercial Mortgages, Asset Back Securities, CMOS
Education
Anderson School at UCLA 1977 — 1979
MBA, Marketing
California State University-Fresno 1970 — 1974
Bachelor of Science (BS), Business Administration and Management, General
John Lagomarsino John Lagomarsino's Merrill Lynch Experience December 2012 - August 2013
Job Incoming Transaction Service Associate at PwC
Industry Financial Services
Experience
SAGE (Students for the Advancement of Global Entrepreneurship) January 2012 - June 2015
PwC June 2014 - August 2014
California Sate University, Chico January 2014 - May 2014
Merrill Lynch December 2012 - August 2013
Skills
Time Management, Leadership, Teamwork, Microsoft Excel, Building Relationships, Social Networking, Entrepreneurship, Customer Service, Fundraising, Team Leadership, Microsoft Word, PowerPoint, Accounting, Data Entry, Sales, Wealth Management, Public Speaking
Education
California State University-Chico 2011 — 2015
Accounting, Magna Cum Laude
Rio Americano
SAGE (Students for the Advancement of Global Entrepreneurship) January 2012 - June 2015
PwC June 2014 - August 2014
California Sate University, Chico January 2014 - May 2014
Merrill Lynch December 2012 - August 2013
Skills
Time Management, Leadership, Teamwork, Microsoft Excel, Building Relationships, Social Networking, Entrepreneurship, Customer Service, Fundraising, Team Leadership, Microsoft Word, PowerPoint, Accounting, Data Entry, Sales, Wealth Management, Public Speaking
Education
California State University-Chico 2011 — 2015
Accounting, Magna Cum Laude
Rio Americano
Mark S. Buckman, AIF Mark S. Buckman, AIF's Merrill Lynch Experience 1994 - 1998
Job CoFounder, Family Investment Management L.P. *Distinctly Personalized Approach * Innovative Investment Ideas*
Industry Financial Services
Experience
Family Investment Management L.P. September 2003 - Present
PaineWebber 2000 - 2003
Morgan Stanley Dean Witter 1998 - 2000
Merrill Lynch 1994 - 1998
Prudential Securities 1991 - 1994
Skills
Investment Strategies, Retirement Planning, Alternative Investments, Risk Management, Portfolio Management, Income Strategies, Mutual Funds, Life Insurance, 401k Rollovers, 529 Plans, Global Tactical Asset..., Objectivity, Due Diligence
Education
Fi360 2011 — 2011
California State University-Chico 1981 — 1985
Bachelor of Science, Business
Family Investment Management L.P. September 2003 - Present
PaineWebber 2000 - 2003
Morgan Stanley Dean Witter 1998 - 2000
Merrill Lynch 1994 - 1998
Prudential Securities 1991 - 1994
Skills
Investment Strategies, Retirement Planning, Alternative Investments, Risk Management, Portfolio Management, Income Strategies, Mutual Funds, Life Insurance, 401k Rollovers, 529 Plans, Global Tactical Asset..., Objectivity, Due Diligence
Education
Fi360 2011 — 2011
California State University-Chico 1981 — 1985
Bachelor of Science, Business
Eric Saalwaechter Eric Saalwaechter's Merrill Lynch Experience October 2013 - December 2013
Job College Graduate, Seeking Career in Finance
Industry Financial Services
Experience
Modesto Baseball for Youth, Stanislaus Youth Baseball/Softball March 2011 - Present
Merrill Lynch October 2013 - December 2013
Bel Passi Baseball 2008 - 2009
Macy's 2005 - 2007
Education
California State University-Stanislaus
Bachelor's Degree, Business Administration, Finance
Modesto Baseball for Youth, Stanislaus Youth Baseball/Softball March 2011 - Present
Merrill Lynch October 2013 - December 2013
Bel Passi Baseball 2008 - 2009
Macy's 2005 - 2007
Education
California State University-Stanislaus
Bachelor's Degree, Business Administration, Finance
Beverly Tandy Beverly Tandy's Merrill Lynch Experience April 2009 - September 2014
Job Private Banker at Union Bank
Industry Financial Services
Experience
Union Bank September 2014 - Present
Merrill Lynch April 2009 - September 2014
Bank of America June 2005 - April 2009
Bank of America April 1992 - June 2005
Bank of America April 1990 - April 1992
Bank of America September 1986 - April 1990
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Series 63, Investments, Banking, Credit, Series 7, Financial Advisory, Lines Of Credit, Loans, Mortgage Lending, Retirement Planning, Long-term Customer..., Equities, Investment Advisory, Building Customer..., Finance
Education
California State University Stanislaus 1985 — 1990
Bachelor of Business Administration (BBA), Accounting
California State University Stanislaus 1985 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
Union Bank September 2014 - Present
Merrill Lynch April 2009 - September 2014
Bank of America June 2005 - April 2009
Bank of America April 1992 - June 2005
Bank of America April 1990 - April 1992
Bank of America September 1986 - April 1990
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Series 63, Investments, Banking, Credit, Series 7, Financial Advisory, Lines Of Credit, Loans, Mortgage Lending, Retirement Planning, Long-term Customer..., Equities, Investment Advisory, Building Customer..., Finance
Education
California State University Stanislaus 1985 — 1990
Bachelor of Business Administration (BBA), Accounting
California State University Stanislaus 1985 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
Brian A. Dunn MBA's Merrill Lynch Experience 2004 - 2005
Job Financial Analyst at Adecco/Grandbridge Real Estate
Industry Entertainment
Experience
Adecco/Grandbridge Real Estate January 2015 - Present
California Advocate Newspaper February 2013 - Present
Five Smooth Stones April 2005 - Present
Promontory Financial Group, LLC (Contract) August 2012 - January 2013
Fresno Unified School District January 2005 - March 2012
Bank of America (Contract) 2012 - 2012
California State University Fresno Executive MBA program August 2008 - May 2011
Merrill Lynch 2004 - 2005
Morgan Stanley 2002 - 2004
Skills
Financial Modeling, Forecasting, Financial Analysis, Finance, Budgets, Investments, Management, Cash Management, Strategy, Analysis, Financial Accounting, Loans, Microsoft Excel, Data Analysis, Mergers & Acquisitions, Valuation, Negotiation, Time Management, Accounting, Customer Service
Education
Investment Banking Institute 2013 — 2013
Financial Modeling and Valuation Analysis
Keller Graduate School of Management of DeVry University 2011 — 2011
Financial Analysis Certification, Financial Analysis
California State University, Fresno 2008 — 2011
MBA, Finance
California State University, Fresno 1997 — 1999
Bachelor of Arts, Liberal Studies
Adecco/Grandbridge Real Estate January 2015 - Present
California Advocate Newspaper February 2013 - Present
Five Smooth Stones April 2005 - Present
Promontory Financial Group, LLC (Contract) August 2012 - January 2013
Fresno Unified School District January 2005 - March 2012
Bank of America (Contract) 2012 - 2012
California State University Fresno Executive MBA program August 2008 - May 2011
Merrill Lynch 2004 - 2005
Morgan Stanley 2002 - 2004
Skills
Financial Modeling, Forecasting, Financial Analysis, Finance, Budgets, Investments, Management, Cash Management, Strategy, Analysis, Financial Accounting, Loans, Microsoft Excel, Data Analysis, Mergers & Acquisitions, Valuation, Negotiation, Time Management, Accounting, Customer Service
Education
Investment Banking Institute 2013 — 2013
Financial Modeling and Valuation Analysis
Keller Graduate School of Management of DeVry University 2011 — 2011
Financial Analysis Certification, Financial Analysis
California State University, Fresno 2008 — 2011
MBA, Finance
California State University, Fresno 1997 — 1999
Bachelor of Arts, Liberal Studies
Dustin Pesch Dustin Pesch's Merrill Lynch Experience October 2013 - April 2014
Job Executive Recruiter at CyberCoders
Industry Staffing and Recruiting
Experience
CyberCoders October 2014 - Present
YapStone April 2014 - September 2014
Merrill Lynch October 2013 - April 2014
Waddell & Reed September 2012 - October 2013
Skills
Management, Sales, Recruiting, Strategic Planning, English, Customer Service, Research, Negotiation, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Outlook, Budgets, Microsoft Word, Windows, Time Travel, Social Networking, Telemarketing, Time Management, Premiere Elements, HTML, Editing, Leadership, Social Media, Cold Calling, Business Development, Social Media Marketing, iOS, Andriod, Application Engineers, Cloud Applications, Interviews, Salesforce.com, Temporary Placement, CRM
Education
California State University-Chico 2007 — 2012
Bachelor of Arts (B.A.), International Economics
CyberCoders October 2014 - Present
YapStone April 2014 - September 2014
Merrill Lynch October 2013 - April 2014
Waddell & Reed September 2012 - October 2013
Skills
Management, Sales, Recruiting, Strategic Planning, English, Customer Service, Research, Negotiation, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Outlook, Budgets, Microsoft Word, Windows, Time Travel, Social Networking, Telemarketing, Time Management, Premiere Elements, HTML, Editing, Leadership, Social Media, Cold Calling, Business Development, Social Media Marketing, iOS, Andriod, Application Engineers, Cloud Applications, Interviews, Salesforce.com, Temporary Placement, CRM
Education
California State University-Chico 2007 — 2012
Bachelor of Arts (B.A.), International Economics
Tabitha Pantis, MBA Tabitha Pantis, MBA's Merrill Lynch Experience June 2008 - February 2014
Job Financial Services Professional
Industry Financial Services
Experience
Independent Firm May 2014 - August 2014
Merrill Lynch June 2008 - February 2014
Smith Barney February 2005 - June 2008
Independent Music Teacher 2000 - December 2004
Skills
Financial Analysis, Investments, Entrepreneurship, Analysis, Wealth Management, Portfolio Management, Leadership, Market Research, Series 63, Valuation, Securities, Performing, Violin, Series 7, Financial Services, Sales, Business Development, Data Analysis, Wealth Management..., Strategic Planning, Business Process..., Cash Management, Team Building, Finance, Risk Management, Business Analysis, Process Improvement, Strategic Financial...
Education
Cal Poly Pomona 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Cal State Fullerton 2001 — 2004
Bachelor's degree, Psychology & Music
Independent Firm May 2014 - August 2014
Merrill Lynch June 2008 - February 2014
Smith Barney February 2005 - June 2008
Independent Music Teacher 2000 - December 2004
Skills
Financial Analysis, Investments, Entrepreneurship, Analysis, Wealth Management, Portfolio Management, Leadership, Market Research, Series 63, Valuation, Securities, Performing, Violin, Series 7, Financial Services, Sales, Business Development, Data Analysis, Wealth Management..., Strategic Planning, Business Process..., Cash Management, Team Building, Finance, Risk Management, Business Analysis, Process Improvement, Strategic Financial...
Education
Cal Poly Pomona 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Cal State Fullerton 2001 — 2004
Bachelor's degree, Psychology & Music
Jeff Imrie Jeff Imrie's Merrill Lynch Experience 1997 - 1999
Job Senior Benefit Counselor at Federal Employee Benefit Counselors (FEBC)
Industry Financial Services
Experience
Federal Employee Benefit Counselors August 2013 - Present
SourceHOV October 2012 - May 2013
Itel Laboratories, Inc. May 2009 - August 2011
Wells Fargo August 2004 - January 2009
Diversified Investment Advisors October 2002 - May 2004
mPower 1999 - 2002
Merrill Lynch 1997 - 1999
Barclays Global Investors 1993 - 1997
Wells Fargo Bank 1991 - 1993
First Investors Corporation September 1988 - October 1990
Skills
401k, Retirement, Mutual Funds, Investments, Retirement Plan..., Pensions, Financial Services, Sales, Management, Financial Advisory, Insurance, Employee Benefits, Start-ups, Training, Finance, Human Resources, Relationship Management
Education
CSU Chico 1983 — 1987
Bachelor of Science (BS), Finance and Economics
University of Copenhagen 1987 — 1988
Bachelor of Science (BS), International Finance
Federal Employee Benefit Counselors August 2013 - Present
SourceHOV October 2012 - May 2013
Itel Laboratories, Inc. May 2009 - August 2011
Wells Fargo August 2004 - January 2009
Diversified Investment Advisors October 2002 - May 2004
mPower 1999 - 2002
Merrill Lynch 1997 - 1999
Barclays Global Investors 1993 - 1997
Wells Fargo Bank 1991 - 1993
First Investors Corporation September 1988 - October 1990
Skills
401k, Retirement, Mutual Funds, Investments, Retirement Plan..., Pensions, Financial Services, Sales, Management, Financial Advisory, Insurance, Employee Benefits, Start-ups, Training, Finance, Human Resources, Relationship Management
Education
CSU Chico 1983 — 1987
Bachelor of Science (BS), Finance and Economics
University of Copenhagen 1987 — 1988
Bachelor of Science (BS), International Finance
Ryan Castillo Ryan Castillo's Merrill Lynch Experience November 2014 - January 2015
Job Service Contract Representative at Red Hawk Fire & Security.
Industry Facilities Services
Experience
Red Hawk Fire&Security September 2015 - Present
Milender White Construction Co. February 2015 - September 2015
Merrill Lynch November 2014 - January 2015
Sabah International April 2012 - November 2014
Milender White Construction Co. May 2011 - April 2012
Olive Garden August 2008 - May 2011
Outback Steakhouse December 2005 - August 2008
Skills
Construction, Contract Management, Process Scheduler, LEED, Contract Negotiation, Construction Management, NFPA, Fire Protection, Project Planning, AutoCAD, Budgets, Primavera P6, Pipelines, Submittals, Microsoft Office, Microsoft Excel, Purchasing, PowerPoint, Procurement, Timberline Accounting, Sage Timberline Office, Pipeline Development, Pipeline Management, Outlook, Cold Calling, Cold Calling Experience, Appointment Scheduling, RFQ, RFQ Development, RFP, RFP Generation, Document Management, Document Review, Filing, Electronic Filing, Government Contracting, Government Procurement, Fire Prevention, OSHA Certified, OSHA 30-Hour, Forklift Operator, BIM, Blueprint Reading, Blueprint, Blueprinting, Budget, OSHA, Fire Suppression Systems, Life Safety, Fire Alarm
Education
California State University-Fresno 2008 — 2011
Bachelor of Science (B.S.), Construction Management
Modesto Junior College 2007 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ripon High School 2001 — 2006
Diploma
Red Hawk Fire&Security September 2015 - Present
Milender White Construction Co. February 2015 - September 2015
Merrill Lynch November 2014 - January 2015
Sabah International April 2012 - November 2014
Milender White Construction Co. May 2011 - April 2012
Olive Garden August 2008 - May 2011
Outback Steakhouse December 2005 - August 2008
Skills
Construction, Contract Management, Process Scheduler, LEED, Contract Negotiation, Construction Management, NFPA, Fire Protection, Project Planning, AutoCAD, Budgets, Primavera P6, Pipelines, Submittals, Microsoft Office, Microsoft Excel, Purchasing, PowerPoint, Procurement, Timberline Accounting, Sage Timberline Office, Pipeline Development, Pipeline Management, Outlook, Cold Calling, Cold Calling Experience, Appointment Scheduling, RFQ, RFQ Development, RFP, RFP Generation, Document Management, Document Review, Filing, Electronic Filing, Government Contracting, Government Procurement, Fire Prevention, OSHA Certified, OSHA 30-Hour, Forklift Operator, BIM, Blueprint Reading, Blueprint, Blueprinting, Budget, OSHA, Fire Suppression Systems, Life Safety, Fire Alarm
Education
California State University-Fresno 2008 — 2011
Bachelor of Science (B.S.), Construction Management
Modesto Junior College 2007 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ripon High School 2001 — 2006
Diploma
Ken Haerr Ken Haerr's Merrill Lynch Experience September 2012 - April 2014
Job Financial Advisor at Merrill Lynch
Industry Consumer Electronics
Experience
Upland Loudspeaker Service June 1988 - Present
Merrill Lynch September 2012 - April 2014
Skills
OEM Loudspeaker Assembly, Consultative Selling, Systems Integration, Customer Relations, Public Speaking, New Business Development, Sales Management, Negotiation, Account Management, Advertising, Marketing Strategy, Problem Solving, Team Building, Coaching, Customer Service, Start-ups, Selling, Strategic Planning, Marketing, Salesforce.com, Entrepreneurship
Education
California State Polytechnic University-Pomona 1978 — 1985
Bachelor of Science, Business Administration: Management & Human Resources
Upland Loudspeaker Service June 1988 - Present
Merrill Lynch September 2012 - April 2014
Skills
OEM Loudspeaker Assembly, Consultative Selling, Systems Integration, Customer Relations, Public Speaking, New Business Development, Sales Management, Negotiation, Account Management, Advertising, Marketing Strategy, Problem Solving, Team Building, Coaching, Customer Service, Start-ups, Selling, Strategic Planning, Marketing, Salesforce.com, Entrepreneurship
Education
California State Polytechnic University-Pomona 1978 — 1985
Bachelor of Science, Business Administration: Management & Human Resources
Christopher Waters Christopher Waters's Merrill Lynch Experience June 2000 - June 2005
Job Composer/Producer/Educator
Industry Music
Experience
Bonita High School August 2014 - Present
Waterzmüzik Publishing Co. September 2012 - Present
The School of Arts and Enterprise March 2008 - July 2014
Merrill Lynch June 2000 - June 2005
US Navy February 1995 - February 2000
Skills
Music, Composition, Songwriting, Commercials, Film Scoring, Game Audio, Music Production, Music Industry, Pro Tools, Sonar, Cubase, Recording, Audio Engineering, Audio Post Production, Audio Editing, Sound Design, Film Production, Film, Television, Producing, Voice Over, Sound Editing, Music Licensing, Music Publishing, Digital Media, Singing, Post Production
Education
California State Polytechnic University-Pomona 2009 — 2011
Single Subject Teaching Credential - Music
California State University-Los Angeles 2005 — 2008
Master of Music, Commercial Music
Webster University 2001 — 2003
MBA, Business Administration and Management, General
Webster University 1998 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General
Bonita High School August 2014 - Present
Waterzmüzik Publishing Co. September 2012 - Present
The School of Arts and Enterprise March 2008 - July 2014
Merrill Lynch June 2000 - June 2005
US Navy February 1995 - February 2000
Skills
Music, Composition, Songwriting, Commercials, Film Scoring, Game Audio, Music Production, Music Industry, Pro Tools, Sonar, Cubase, Recording, Audio Engineering, Audio Post Production, Audio Editing, Sound Design, Film Production, Film, Television, Producing, Voice Over, Sound Editing, Music Licensing, Music Publishing, Digital Media, Singing, Post Production
Education
California State Polytechnic University-Pomona 2009 — 2011
Single Subject Teaching Credential - Music
California State University-Los Angeles 2005 — 2008
Master of Music, Commercial Music
Webster University 2001 — 2003
MBA, Business Administration and Management, General
Webster University 1998 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General
Freddy Hernandez's Merrill Lynch Experience July 2008 - August 2008
Job Operations Manager at Life360
Industry Individual & Family Services
Experience
Life360 January 2011 - Present
Merrill Lynch July 2008 - August 2008
Skills
Microsoft Office, Office Management, Tutoring, Spanish, QuickBooks, Leadership, Operations Management, Social Networking, Start-ups, Data Analysis, Communication, Marketing, Social Media, Time Management, Event Planning, Business Development, Sales, Management, Strategy
Education
California State University-San Marcos 2006 — 2011
Bachelor of the Arts, Political Science, Major: Political Science Minor:Spanish
Universidad Complutense de Madrid 2009 — 2010
Minor in Spanish
Life360 January 2011 - Present
Merrill Lynch July 2008 - August 2008
Skills
Microsoft Office, Office Management, Tutoring, Spanish, QuickBooks, Leadership, Operations Management, Social Networking, Start-ups, Data Analysis, Communication, Marketing, Social Media, Time Management, Event Planning, Business Development, Sales, Management, Strategy
Education
California State University-San Marcos 2006 — 2011
Bachelor of the Arts, Political Science, Major: Political Science Minor:Spanish
Universidad Complutense de Madrid 2009 — 2010
Minor in Spanish
Patrick Crossett Patrick Crossett's Merrill Lynch Experience November 2001 - December 2005
Job Senior Software Developer
Industry Computer Software
Experience
SageTrader, LLC April 2014 - Present
Crossett Consulting June 2012 - Present
UC Berkeley December 2012 - March 2014
VTrader Pro October 2011 - June 2012
Newedge January 2006 - October 2011
Merrill Lynch November 2001 - December 2005
ABN AMRO Sage Corporation 1994 - 2001
Skills
PICK Basic, Universe Database System, Microsoft Excel, Microsoft Office, Microsoft Word, Agile Methodologies, Unix, JIRA, Leadership, Trading, Options, Management, SQL, Programming, Troubleshooting, Security, Business Analysis, Databases, SDLC
Education
California State University-East Bay
Bachelor's degree, History
SageTrader, LLC April 2014 - Present
Crossett Consulting June 2012 - Present
UC Berkeley December 2012 - March 2014
VTrader Pro October 2011 - June 2012
Newedge January 2006 - October 2011
Merrill Lynch November 2001 - December 2005
ABN AMRO Sage Corporation 1994 - 2001
Skills
PICK Basic, Universe Database System, Microsoft Excel, Microsoft Office, Microsoft Word, Agile Methodologies, Unix, JIRA, Leadership, Trading, Options, Management, SQL, Programming, Troubleshooting, Security, Business Analysis, Databases, SDLC
Education
California State University-East Bay
Bachelor's degree, History
Dean Welsh Dean Welsh's Merrill Lynch Experience October 1998 - September 2001
Job Owner at Harcourts Prime Properties
Industry Real Estate
Experience
Square One Design Studio January 2013 - Present
Vertical Infill March 2005 - Present
O'Donnell/Atkins September 2003 - January 2005
Ashbrook Communities September 2002 - September 2003
Merrill Lynch October 1998 - September 2001
Smith Barney March 1994 - October 1998
Skills
Real Estate, Dispositions, Due Diligence, Real Estate Finance, Real Estate Development, Real Estate Investment, Entitlements, Investment Properties, Land, Land Acquisition, Investments
Education
California State University-San Marcos 1991 — 1993
BA, Liberal Studies
Square One Design Studio January 2013 - Present
Vertical Infill March 2005 - Present
O'Donnell/Atkins September 2003 - January 2005
Ashbrook Communities September 2002 - September 2003
Merrill Lynch October 1998 - September 2001
Smith Barney March 1994 - October 1998
Skills
Real Estate, Dispositions, Due Diligence, Real Estate Finance, Real Estate Development, Real Estate Investment, Entitlements, Investment Properties, Land, Land Acquisition, Investments
Education
California State University-San Marcos 1991 — 1993
BA, Liberal Studies
Jason Page, MBA Jason Page, MBA's Merrill Lynch Experience November 2011 - April 2012
Job Contract Billing Analyst
Industry Accounting
Experience
Bakersfield College January 2015 - Present
Clinica Sierra Vista June 2013 - Present
Kern County September 2012 - June 2013
Merrill Lynch November 2011 - April 2012
Stingy Campus June 2011 - August 2011
ACS XEROX Company September 2006 - September 2010
Sea Breeze September 2005 - June 2007
Skills
Conversational Spanish, Microsoft Office, Customer Satisfaction, Credit, Banking, Financial Analysis, Finance, Microsoft Excel, Financial Modeling, Insurance, Forecasting, Bloomberg, Access, Business Analysis, Portfolio Management, Investments, Analysis, Process Improvement, Data Analysis, Outlook, Strategic Financial..., PowerPoint, Public Speaking, Windows, Accounting, Microsoft Word
Education
University of California, Riverside 2010 — 2012
Master of Business Administration, Finance
California State University-Bakersfield 2002 — 2008
Bachelor of Science, Economics
Bakersfield College January 2015 - Present
Clinica Sierra Vista June 2013 - Present
Kern County September 2012 - June 2013
Merrill Lynch November 2011 - April 2012
Stingy Campus June 2011 - August 2011
ACS XEROX Company September 2006 - September 2010
Sea Breeze September 2005 - June 2007
Skills
Conversational Spanish, Microsoft Office, Customer Satisfaction, Credit, Banking, Financial Analysis, Finance, Microsoft Excel, Financial Modeling, Insurance, Forecasting, Bloomberg, Access, Business Analysis, Portfolio Management, Investments, Analysis, Process Improvement, Data Analysis, Outlook, Strategic Financial..., PowerPoint, Public Speaking, Windows, Accounting, Microsoft Word
Education
University of California, Riverside 2010 — 2012
Master of Business Administration, Finance
California State University-Bakersfield 2002 — 2008
Bachelor of Science, Economics
Dominic Suarez Dominic Suarez's Merrill Lynch Experience March 2008 - July 2010
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica April 2014 - Present
Principal Funds July 2010 - April 2014
Merrill Lynch March 2008 - July 2010
Morgan Capital October 2004 - January 2008
Skills
Mutual Funds, Series 7, Series 63, Retirement Planning, Mortgage Lending, Wealth Management, Finance, Securities, Selling, Banking, Sales, Salesforce.com, Retirement, Investment Advisory, Investments
Education
California State University-Chico 1999 — 2004
Health Sciences
Transamerica April 2014 - Present
Principal Funds July 2010 - April 2014
Merrill Lynch March 2008 - July 2010
Morgan Capital October 2004 - January 2008
Skills
Mutual Funds, Series 7, Series 63, Retirement Planning, Mortgage Lending, Wealth Management, Finance, Securities, Selling, Banking, Sales, Salesforce.com, Retirement, Investment Advisory, Investments
Education
California State University-Chico 1999 — 2004
Health Sciences
Natalie Abbasi's Merrill Lynch Experience October 2005 - January 2006
Job Operations Manager, Promotions at Constellation Brands
Industry Wine and Spirits
Experience
Constellation Brands October 2012 - Present
Constellation Brands July 2011 - November 2012
Young's Market Company June 2010 - July 2011
Youngs Market Company March 2006 - June 2010
Merrill Lynch October 2005 - January 2006
Skills
Forecasting, Promotions, PowerPoint, Microsoft Excel, Finance, Pricing, Merchandising, Inventory Management, Retail, Project Management, Strategy, Sales, IRI, Teamwork, Wine, Financial Structuring, Project Planning, Strategic Planning, Budgets, Management, Sales Management, Experienced Business...
Education
California State University Stanislaus 2004 — 2005
MSBA, International Finance
California State University Stanislaus 2000 — 2004
BS, Finance
Constellation Brands October 2012 - Present
Constellation Brands July 2011 - November 2012
Young's Market Company June 2010 - July 2011
Youngs Market Company March 2006 - June 2010
Merrill Lynch October 2005 - January 2006
Skills
Forecasting, Promotions, PowerPoint, Microsoft Excel, Finance, Pricing, Merchandising, Inventory Management, Retail, Project Management, Strategy, Sales, IRI, Teamwork, Wine, Financial Structuring, Project Planning, Strategic Planning, Budgets, Management, Sales Management, Experienced Business...
Education
California State University Stanislaus 2004 — 2005
MSBA, International Finance
California State University Stanislaus 2000 — 2004
BS, Finance
Mark Sederquist Mark Sederquist's Merrill Lynch Experience August 2012 - February 2014
Job Managing Director, Southwest Division Executive Merrill Lynch Preferred Banking and Investments
Industry Investment Management
Experience
Bank of America Merrill Lynch February 2014 - Present
Merrill Lynch August 2012 - February 2014
Merrill Lynch November 2009 - August 2012
Banc of America Investments August 2008 - December 2009
Banc of America Investments November 2002 - August 2008
Skills
Mergers & Acquisitions, Risk Management, Mergers, Investment Banking, Investment Management, Portfolio Management, Financial Services, Financial Advisory, Fixed Income, Alternative Investments, Investments, Wealth Management, Securities
Education
California State University-Stanislaus 1994 — 1998
BS, Finance
University of Pennsylvania - The Wharton School
Executive Leadership Program
Bank of America Merrill Lynch February 2014 - Present
Merrill Lynch August 2012 - February 2014
Merrill Lynch November 2009 - August 2012
Banc of America Investments August 2008 - December 2009
Banc of America Investments November 2002 - August 2008
Skills
Mergers & Acquisitions, Risk Management, Mergers, Investment Banking, Investment Management, Portfolio Management, Financial Services, Financial Advisory, Fixed Income, Alternative Investments, Investments, Wealth Management, Securities
Education
California State University-Stanislaus 1994 — 1998
BS, Finance
University of Pennsylvania - The Wharton School
Executive Leadership Program
David Wheeland David Wheeland's Merrill Lynch Experience December 1980 - December 1985
Job Elite Safe Money Advisor
Industry Financial Services
Experience
Financial Services February 1979 - Present
Center Street Securities 2011 - December 2013
Multi-Financial Securities 1999 - 2011
Merrill Lynch December 1980 - December 1985
Skills
Retirement, Retirement Planning, Employee Benefits, Financial Services, Fixed Annuities, Leadership, Marketing, Finance, Mutual Funds, Portfolio Management, Life Insurance, Financial Advisory, Protection, Strategic Financial..., Investments, Wealth Management, Entrepreneurship, 401k, Insurance, Wealth, Small Business, Estate Planning, Management, Business Development, Sales, Business Planning, Asset Management, Securities, Series 7, Portfolio Protection, Retirement Income..., Retirement Plans
Education
CSU Stanislaus
BA, Business
Fresno State University
Business
Patterson High School
Financial Services February 1979 - Present
Center Street Securities 2011 - December 2013
Multi-Financial Securities 1999 - 2011
Merrill Lynch December 1980 - December 1985
Skills
Retirement, Retirement Planning, Employee Benefits, Financial Services, Fixed Annuities, Leadership, Marketing, Finance, Mutual Funds, Portfolio Management, Life Insurance, Financial Advisory, Protection, Strategic Financial..., Investments, Wealth Management, Entrepreneurship, 401k, Insurance, Wealth, Small Business, Estate Planning, Management, Business Development, Sales, Business Planning, Asset Management, Securities, Series 7, Portfolio Protection, Retirement Income..., Retirement Plans
Education
CSU Stanislaus
BA, Business
Fresno State University
Business
Patterson High School
Ravish Joshi's Merrill Lynch Experience September 2012 - June 2015
Job Financial Advisor at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Merrill Lynch September 2012 - June 2015
Western International Securities July 2011 - September 2012
John Rocha Enterprise August 2008 - April 2009
RE/Max Accord August 2007 - April 2009
Skills
SQL, Financial Analysis, Financial Modeling, Investment Advisory, Series 7, Series 63, Sales Support, Sales Operations, Sales Management, Alternative investment, Financial Accounting, Series 66, Alternative Investments, Equities, Finance
Education
Saint Mary's College of California 2012 — 2013
Masters of Science, Financial Analysis Investment Management
California State University-East Bay 2009 — 2011
B.S., Business Administration, Finance, Economics
Morgan Stanley June 2015 - Present
Merrill Lynch September 2012 - June 2015
Western International Securities July 2011 - September 2012
John Rocha Enterprise August 2008 - April 2009
RE/Max Accord August 2007 - April 2009
Skills
SQL, Financial Analysis, Financial Modeling, Investment Advisory, Series 7, Series 63, Sales Support, Sales Operations, Sales Management, Alternative investment, Financial Accounting, Series 66, Alternative Investments, Equities, Finance
Education
Saint Mary's College of California 2012 — 2013
Masters of Science, Financial Analysis Investment Management
California State University-East Bay 2009 — 2011
B.S., Business Administration, Finance, Economics
Pamela Lee Thompson CFP,CRPC's Merrill Lynch Experience October 2007 - March 2011
Job Certified Financial Planner, Financial Advisor, Portfolio Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2011 - Present
Merrill Lynch October 2007 - March 2011
Smith Barney October 2003 - October 2007
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Industrial Engineering
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
Master of Business Administration (MBA), Finance, General
UBS Wealth Management March 2011 - Present
Merrill Lynch October 2007 - March 2011
Smith Barney October 2003 - October 2007
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Industrial Engineering
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
Master of Business Administration (MBA), Finance, General
David Christensen David Christensen's Merrill Lynch Experience 1994 - 2001
Job Mining Investment Professional
Industry Investment Management
Experience
ASA Gold and Precious Metals Limited 2007 - Present
Denver Gold Group 2010 - Present
Hecla Mining Company 2002 - May 2011
Gabriel Resources 2005 - 2007
Credit Suisse First Boston March 2002 - August 2004
Merrill Lynch 1994 - 2001
Franklin Templeton Investments 1987 - 1994
Skills
Negotiation, Hedge Funds, Alternative Investments, Private Equity, Equity Research, Trading, Emerging Markets, Investment Banking, Portfolio Management, Venture Capital, IPO, Financial Analysis, Corporate Development, Capital Raising, Base Metals, Precious Metals, Strategy, Mineral Exploration, Minerals, Diamonds, Private Placements
Education
Thunderbird School of Global Management 1985 — 1986
MBA, International Business
California State University-Chico 1982 — 1985
Bachelor of Science (BS), International Business
SYV High
ASA Gold and Precious Metals Limited 2007 - Present
Denver Gold Group 2010 - Present
Hecla Mining Company 2002 - May 2011
Gabriel Resources 2005 - 2007
Credit Suisse First Boston March 2002 - August 2004
Merrill Lynch 1994 - 2001
Franklin Templeton Investments 1987 - 1994
Skills
Negotiation, Hedge Funds, Alternative Investments, Private Equity, Equity Research, Trading, Emerging Markets, Investment Banking, Portfolio Management, Venture Capital, IPO, Financial Analysis, Corporate Development, Capital Raising, Base Metals, Precious Metals, Strategy, Mineral Exploration, Minerals, Diamonds, Private Placements
Education
Thunderbird School of Global Management 1985 — 1986
MBA, International Business
California State University-Chico 1982 — 1985
Bachelor of Science (BS), International Business
SYV High
Domarina Awdow Domarina Awdow's Merrill Lynch Experience June 2010 - July 2012
Job Registered Client Associate
Industry Investment Management
Experience
JPMorgan Chase & Co. September 2012 - August 2013
Merrill Lynch June 2010 - July 2012
Expert Real Estate December 2005 - June 2010
Charles Schwab December 2003 - March 2005
Private Bank June 1999 - December 2001
Bank of America December 1998 - June 1999
Skills
Retirement, Investments, Retirement Planning, Strategic Planning, Series 7, Portfolio Management, Mutual Funds, Asset Allocation, Estate Planning, Finance, Insurance, Investment Advisory, Loans, Securities, Series 63, Strategic Financial..., Uniform Combined State..., Wealth Management, Financial Planning
Education
California State Polytechnic University-Pomona
Bachelor's Degree
Modesto Junior College
Live Paralegal program
JPMorgan Chase & Co. September 2012 - August 2013
Merrill Lynch June 2010 - July 2012
Expert Real Estate December 2005 - June 2010
Charles Schwab December 2003 - March 2005
Private Bank June 1999 - December 2001
Bank of America December 1998 - June 1999
Skills
Retirement, Investments, Retirement Planning, Strategic Planning, Series 7, Portfolio Management, Mutual Funds, Asset Allocation, Estate Planning, Finance, Insurance, Investment Advisory, Loans, Securities, Series 63, Strategic Financial..., Uniform Combined State..., Wealth Management, Financial Planning
Education
California State Polytechnic University-Pomona
Bachelor's Degree
Modesto Junior College
Live Paralegal program
Michael Maddox, CIMA®, CPWA® Michael Maddox, CIMA®, CPWA®'s Merrill Lynch Experience February 1998 - May 2003
Job Sr RVP, Asset Management Division at Deutsche Asset & Wealth Mgt
Industry Investment Management
Experience
Deutsche Bank April 2010 - Present
Evergreen Investments February 2008 - December 2009
Standard & Poor's Investment Advisory Services February 2005 - January 2008
Dreyfus Managed Assets June 2003 - February 2005
Merrill Lynch February 1998 - May 2003
Liberty Mutual Insurance February 1996 - February 1998
Skills
Mutual Funds, Business Development, Finance, Bloomberg, Asset Management, Fixed Income, Investments, Cross-functional Team..., Investment Management, Management, Capital Markets, Financial Services, Separately Managed..., Structured Products, ETFs, Alternative Investments, Series 7
Education
California State University, Fresno
B.S. Bus Admin, Finance
Deutsche Bank April 2010 - Present
Evergreen Investments February 2008 - December 2009
Standard & Poor's Investment Advisory Services February 2005 - January 2008
Dreyfus Managed Assets June 2003 - February 2005
Merrill Lynch February 1998 - May 2003
Liberty Mutual Insurance February 1996 - February 1998
Skills
Mutual Funds, Business Development, Finance, Bloomberg, Asset Management, Fixed Income, Investments, Cross-functional Team..., Investment Management, Management, Capital Markets, Financial Services, Separately Managed..., Structured Products, ETFs, Alternative Investments, Series 7
Education
California State University, Fresno
B.S. Bus Admin, Finance
Loren Harris Loren Harris's Merrill Lynch Experience January 2010 - May 2010
Job Supervisor I Trade Support at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
T. Rowe Price April 2013 - July 2015
T. Rowe Price November 2010 - April 2013
Merrill Lynch January 2010 - May 2010
Liberty Tax Service January 2007 - April 2008
Skills
Investments, Fixed Income, Mutual Funds, Securities, Trading, Finance, Loans, Financial Analysis, Bloomberg, VBA, Cash Flow, Accounting, Microsoft Excel, Equities
Education
California State University-Chico 2005 — 2010
Bachelors, Finance
Saint Mary's University 2009 — 2009
International Business Management
BNY Mellon August 2015 - Present
T. Rowe Price April 2013 - July 2015
T. Rowe Price November 2010 - April 2013
Merrill Lynch January 2010 - May 2010
Liberty Tax Service January 2007 - April 2008
Skills
Investments, Fixed Income, Mutual Funds, Securities, Trading, Finance, Loans, Financial Analysis, Bloomberg, VBA, Cash Flow, Accounting, Microsoft Excel, Equities
Education
California State University-Chico 2005 — 2010
Bachelors, Finance
Saint Mary's University 2009 — 2009
International Business Management
Jacquelyn Reilly Mulford Jacquelyn Reilly Mulford's Merrill Lynch Experience April 2005 - May 2007
Job Senior Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Private Banking and Investment Group April 2005 - Present
Merrill Lynch Private Banking and Investment Group August 2007 - August 2011
Merrill Lynch April 2005 - May 2007
Innkeepers Hospitality/ Marriott May 2004 - May 2005
Skills
Investments, Mutual Funds, Portfolio Management, Wealth Management
Education
California State University-Chico 1998 — 2003
Bachelor of Arts, Organizational Communication
California State University
Bachelor of Arts, Organization Communication
Merrill Lynch Private Banking and Investment Group April 2005 - Present
Merrill Lynch Private Banking and Investment Group August 2007 - August 2011
Merrill Lynch April 2005 - May 2007
Innkeepers Hospitality/ Marriott May 2004 - May 2005
Skills
Investments, Mutual Funds, Portfolio Management, Wealth Management
Education
California State University-Chico 1998 — 2003
Bachelor of Arts, Organizational Communication
California State University
Bachelor of Arts, Organization Communication
Tiffany Gunsorek Tiffany Gunsorek's Merrill Lynch Experience September 2002 - February 2005
Job Market Leader at Bank of the West
Industry Financial Services
Experience
Bank of the West BNP Paribas Wealth Management Group November 2014 - Present
Citi January 2011 - November 2014
Citi September 2012 - April 2013
Citi March 2007 - January 2011
Citi April 2006 - February 2007
Citi February 2005 - March 2006
Merrill Lynch September 2002 - February 2005
AmSouth Bank January 2000 - September 2002
Skills
Credit, Commercial Banking, Retail Banking, Commercial Lending, Sales Management, Banking, Portfolio Management, Consumer Lending, Series 26, Series 7, Series 66, Life & Health Insurance..., Wealth Management, Securities, Credit Analysis, Loans, Investments, Mutual Funds, Small Business Lending, Credit Risk, Fixed Income, Financial Analysis, Strategic Financial..., Financial Services, Finance, Risk Management, Financial Planning
Education
California State University, Fresno 2013 — 2015
Master of Business Administration (MBA), MBA
University of Alabama at Birmingham 1999 — 2002
Bachelor of Science (B.S.), Finance
University of Minnesota-Duluth 1998 — 1999
Finance, General
Bank of the West BNP Paribas Wealth Management Group November 2014 - Present
Citi January 2011 - November 2014
Citi September 2012 - April 2013
Citi March 2007 - January 2011
Citi April 2006 - February 2007
Citi February 2005 - March 2006
Merrill Lynch September 2002 - February 2005
AmSouth Bank January 2000 - September 2002
Skills
Credit, Commercial Banking, Retail Banking, Commercial Lending, Sales Management, Banking, Portfolio Management, Consumer Lending, Series 26, Series 7, Series 66, Life & Health Insurance..., Wealth Management, Securities, Credit Analysis, Loans, Investments, Mutual Funds, Small Business Lending, Credit Risk, Fixed Income, Financial Analysis, Strategic Financial..., Financial Services, Finance, Risk Management, Financial Planning
Education
California State University, Fresno 2013 — 2015
Master of Business Administration (MBA), MBA
University of Alabama at Birmingham 1999 — 2002
Bachelor of Science (B.S.), Finance
University of Minnesota-Duluth 1998 — 1999
Finance, General
Anders von Kantzow Anders von Kantzow's Merrill Lynch Experience June 2003 - May 2004
Job Director of Finance at Nordique France
Industry Consumer Goods
Experience
Nordique France January 2011 - Present
Kungen LLC September 2009 - Present
Dimension One Spas January 2008 - May 2009
Dimension One Spas February 2006 - December 2007
Dimension One Spas July 2004 - January 2006
Merrill Lynch June 2003 - May 2004
Skills
Trade Shows, Strategy, Project Management, Financial Analysis, Financial Reporting, Product Development, Marketing Strategy, Business Development, Inventory Management, Budgets, Business Intelligence, International Business, Online Marketing, Employee Training, Cross Cultural..., Cross-functional Team..., Market Research, Strategic Partnerships, Leadership
Education
National University 2008 — 2010
MBA, Business Administration and Entrepreneurship
San Diego State University-California State University 2002 — 2004
Bachelor Degree (B.S), Finance
California State University San Marcos 2005 — 2006
Certificate, Global Commerce
Nordique France January 2011 - Present
Kungen LLC September 2009 - Present
Dimension One Spas January 2008 - May 2009
Dimension One Spas February 2006 - December 2007
Dimension One Spas July 2004 - January 2006
Merrill Lynch June 2003 - May 2004
Skills
Trade Shows, Strategy, Project Management, Financial Analysis, Financial Reporting, Product Development, Marketing Strategy, Business Development, Inventory Management, Budgets, Business Intelligence, International Business, Online Marketing, Employee Training, Cross Cultural..., Cross-functional Team..., Market Research, Strategic Partnerships, Leadership
Education
National University 2008 — 2010
MBA, Business Administration and Entrepreneurship
San Diego State University-California State University 2002 — 2004
Bachelor Degree (B.S), Finance
California State University San Marcos 2005 — 2006
Certificate, Global Commerce
Rajan Nagpal Rajan Nagpal's Merrill Lynch Experience 2005 - 2006
Job Principal Member of Technical Staff at Oracle
Industry Information Technology and Services
Experience
Oracle April 2013 - Present
Infosys June 2011 - April 2013
NYC-Govt. July 2010 - March 2011
News America Marketing 2008 - 2010
Canon Europe Ltd. November 2006 - February 2008
Merrill Lynch 2005 - 2006
Skills
Hibernate, Java Enterprise Edition, Spring Framework, JSP
Education
California State University, Fresno 2003 — 2005
Oracle April 2013 - Present
Infosys June 2011 - April 2013
NYC-Govt. July 2010 - March 2011
News America Marketing 2008 - 2010
Canon Europe Ltd. November 2006 - February 2008
Merrill Lynch 2005 - 2006
Skills
Hibernate, Java Enterprise Edition, Spring Framework, JSP
Education
California State University, Fresno 2003 — 2005
Kabyenad Tesfaye Kabyenad Tesfaye's Merrill Lynch Experience November 2012 - May 2013
Job Finance Consultant
Industry Financial Services
Experience
TriplePoint Capital January 2015 - May 2015
H.G. Makelim Company October 2014 - October 2014
AAA April 2014 - July 2014
A Z Medical Services January 2014 - March 2014
Restoration Hardware August 2013 - September 2013
Merrill Lynch November 2012 - May 2013
Ujima House February 2003 - February 2013
Wells Fargo November 2011 - November 2012
Charles Schwab February 2007 - July 2008
California State University November 2005 - February 2007
Skills
Forecasting, Econometrics, Global Economics, Microsoft Excel, Budgets, Data Analysis, Research, Analysis, Economics, Finance, Financial Analysis, Access, Strategic Planning, Statistics, Accounting, PowerPoint, Microsoft Office, Non-profits, Fundraising, Policy, Accounts Payable, Banking, Management, Investments, Accounts Receivable, Auditing, Teamwork, Customer Service, Financial Modeling, Invoicing, Risk Management, Cross-functional Team..., SharePoint, Valuation, Market Research, Corporate Finance, Strategic Financial..., Financial Reporting, Spreadsheets, VBA, Administration, Business Planning, Financial Statements, Managerial Finance, Training, Due Diligence, Microsoft Word, Mutual Funds, Spanish, Asset Management
Education
California State University-East Bay 2006 — 2007
Master of Arts, Economics
California State University-Hayward - School of Business and Economics 2003 — 2005
MBA, Business Economics
University of California, Davis 1994 — 1999
Bachelor of Arts, Economics
TriplePoint Capital January 2015 - May 2015
H.G. Makelim Company October 2014 - October 2014
AAA April 2014 - July 2014
A Z Medical Services January 2014 - March 2014
Restoration Hardware August 2013 - September 2013
Merrill Lynch November 2012 - May 2013
Ujima House February 2003 - February 2013
Wells Fargo November 2011 - November 2012
Charles Schwab February 2007 - July 2008
California State University November 2005 - February 2007
Skills
Forecasting, Econometrics, Global Economics, Microsoft Excel, Budgets, Data Analysis, Research, Analysis, Economics, Finance, Financial Analysis, Access, Strategic Planning, Statistics, Accounting, PowerPoint, Microsoft Office, Non-profits, Fundraising, Policy, Accounts Payable, Banking, Management, Investments, Accounts Receivable, Auditing, Teamwork, Customer Service, Financial Modeling, Invoicing, Risk Management, Cross-functional Team..., SharePoint, Valuation, Market Research, Corporate Finance, Strategic Financial..., Financial Reporting, Spreadsheets, VBA, Administration, Business Planning, Financial Statements, Managerial Finance, Training, Due Diligence, Microsoft Word, Mutual Funds, Spanish, Asset Management
Education
California State University-East Bay 2006 — 2007
Master of Arts, Economics
California State University-Hayward - School of Business and Economics 2003 — 2005
MBA, Business Economics
University of California, Davis 1994 — 1999
Bachelor of Arts, Economics
Dave Scheiber Dave Scheiber's Merrill Lynch Experience January 1993 - February 1994
Job Owner, State Farm Insurance and Financial Services
Industry Insurance
Experience
State Farm Insurance and Financial Services October 1994 - Present
Wells Fargo EFS February 1994 - October 1994
Merrill Lynch January 1993 - February 1994
Skills
Umbrella Insurance, Commercial Insurance, Homeowners, Term Life Insurance, Permanent Life Insurance, Private Reserve Strategy, Long-term Care, Whole Life, Retirement, Disability Insurance, Property, Workers Compensation, Professional Liability, Renters, Insurance, Property & Casualty..., Commercial Lines, Universal Life, Risk Management, Life Insurance, Liability, Fixed Annuities, Health Insurance, Retirement Planning, Motorcycle, Property, Financial Planning, Sales
Education
California State University-Chico 1991 — 1993
Business Administration, Finance, Economics
State Farm Insurance and Financial Services October 1994 - Present
Wells Fargo EFS February 1994 - October 1994
Merrill Lynch January 1993 - February 1994
Skills
Umbrella Insurance, Commercial Insurance, Homeowners, Term Life Insurance, Permanent Life Insurance, Private Reserve Strategy, Long-term Care, Whole Life, Retirement, Disability Insurance, Property, Workers Compensation, Professional Liability, Renters, Insurance, Property & Casualty..., Commercial Lines, Universal Life, Risk Management, Life Insurance, Liability, Fixed Annuities, Health Insurance, Retirement Planning, Motorcycle, Property, Financial Planning, Sales
Education
California State University-Chico 1991 — 1993
Business Administration, Finance, Economics
Kenneth May Kenneth May's Merrill Lynch Experience November 1996 - December 2002
Job Information Technology Consultant
Industry Information Technology and Services
Experience
Prudential Financial July 2011 - Present
Models and More January 2010 - Present
UPS November 2003 - December 2009
AEGIS Insurance Services June 2003 - October 2003
Computer Horizons Corporation February 2003 - June 2003
Merrill Lynch November 1996 - December 2002
LBMS (Learmonth and Burchett Management Systems) August 1995 - November 1996
Cap Gemini America April 1995 - August 1995
Cover-All Systems (Insurance Software Vendor) August 1993 - March 1995
Merchants Insurance Group August 1992 - August 1993
Skills
Business Analysis, Data Modeling, Data Analysis, Process Improvement, Testing, Process Modeling and..., Project Management, Training, Consulting, Business Intelligence, Integration, Visio, SharePoint
Education
American Institute for Property and Liability Underwriters
CPCU and ARM, P&C Insurance, highest professional designation
California State University, Fresno
Management, 24 grad sem hrs
Fresno City College
Real Estate, 18 sem hrs
Institute for the Certification of Computer Professionals
CDP, Computers and Systems, professional designation
The American College
CLU, Life and Health Insurance, highest professional designation
University of Colorado Boulder
BA, Political Science
University of Wisconsin-Eau Claire
MAT, Social Sciences / Secondary Education
Prudential Financial July 2011 - Present
Models and More January 2010 - Present
UPS November 2003 - December 2009
AEGIS Insurance Services June 2003 - October 2003
Computer Horizons Corporation February 2003 - June 2003
Merrill Lynch November 1996 - December 2002
LBMS (Learmonth and Burchett Management Systems) August 1995 - November 1996
Cap Gemini America April 1995 - August 1995
Cover-All Systems (Insurance Software Vendor) August 1993 - March 1995
Merchants Insurance Group August 1992 - August 1993
Skills
Business Analysis, Data Modeling, Data Analysis, Process Improvement, Testing, Process Modeling and..., Project Management, Training, Consulting, Business Intelligence, Integration, Visio, SharePoint
Education
American Institute for Property and Liability Underwriters
CPCU and ARM, P&C Insurance, highest professional designation
California State University, Fresno
Management, 24 grad sem hrs
Fresno City College
Real Estate, 18 sem hrs
Institute for the Certification of Computer Professionals
CDP, Computers and Systems, professional designation
The American College
CLU, Life and Health Insurance, highest professional designation
University of Colorado Boulder
BA, Political Science
University of Wisconsin-Eau Claire
MAT, Social Sciences / Secondary Education
Laura L. Leavitt, CFP® Laura L. Leavitt, CFP®'s Merrill Lynch Experience April 1997 - February 1999
Job Helping you leverage cash flow, reduce highinterest debt, and enhance financial security
Industry Financial Services
Experience
Laura L. Leavitt December 2002 - Present
Laura L. Leavitt January 2002 - Present
Morgan Stanley February 1999 - November 2002
Merrill Lynch April 1997 - February 1999
CVL, Inc. (formerly CV Logistics, Inc.) December 1994 - July 1996
Intertorg, Inc. December 1992 - July 1994
Skills
Strategic Financial..., Retirement Planning, 401k Rollovers, Investments
Education
California State Polytechnic University-Pomona 1989 — 1990
B.S.B.A., Finance, Real Estate, Law
Laura L. Leavitt December 2002 - Present
Laura L. Leavitt January 2002 - Present
Morgan Stanley February 1999 - November 2002
Merrill Lynch April 1997 - February 1999
CVL, Inc. (formerly CV Logistics, Inc.) December 1994 - July 1996
Intertorg, Inc. December 1992 - July 1994
Skills
Strategic Financial..., Retirement Planning, 401k Rollovers, Investments
Education
California State Polytechnic University-Pomona 1989 — 1990
B.S.B.A., Finance, Real Estate, Law
Grant Gochin Grant Gochin's Merrill Lynch Experience July 1997 - January 2003
Job President at Grant Arthur & Associates Wealth Services, LLC. An Independent Firm
Industry Political Organization
Experience
Grant Arthur & Associates Wealth Services, LLC February 2011 - Present
Consulate of the Republic of Togo April 2009 - Present
Executive Committee of the Los Angeles Consular Corps January 2010 - July 2014
UBS Financial Services, Inc. January 2003 - February 2011
Merrill Lynch July 1997 - January 2003
Skills
Investments, Private Equity, Hedge Funds, Strategic Financial..., Investment Strategies, Retirement Planning, Equities, Fixed Income, Wealth Management, Financial Modeling, Asset Managment, Portfolio Management, Due Diligence, Alternative Investments, Investment Banking, Series 7
Education
California State University-Dominguez Hills
MBA, Finance
Grant Arthur & Associates Wealth Services, LLC February 2011 - Present
Consulate of the Republic of Togo April 2009 - Present
Executive Committee of the Los Angeles Consular Corps January 2010 - July 2014
UBS Financial Services, Inc. January 2003 - February 2011
Merrill Lynch July 1997 - January 2003
Skills
Investments, Private Equity, Hedge Funds, Strategic Financial..., Investment Strategies, Retirement Planning, Equities, Fixed Income, Wealth Management, Financial Modeling, Asset Managment, Portfolio Management, Due Diligence, Alternative Investments, Investment Banking, Series 7
Education
California State University-Dominguez Hills
MBA, Finance
Derek Wu's Merrill Lynch Experience May 2014 - November 2014
Job Founder at Project H
Industry Financial Services
Experience
Project H December 2014 - Present
Merrill Lynch May 2014 - November 2014
Morgan Stanley September 2012 - April 2014
Wells Fargo March 2012 - September 2012
The O'Donnell Group May 2010 - December 2010
US Navy June 2006 - June 2008
Skills
Financial Modeling, Financial Analysis, Series 7, Series 63, Series 65, Insurance, Holistic Financial..., Fundamental Analysis, Technical Analysis, Portfolio Management, Series 66, DCF Valuation, Investment Banking, Corporate Finance, Microsoft Office, Microsoft Excel, Financial Accounting, Retirement Planning, Entrepreneurship, Start-ups, Sales, Account Management, Negotiation, Strategic Planning, Economics, Photoshop, Lead Generation, Business Development, Direct Sales, Leadership, Building Relationships, Strategy
Education
UC Berkeley 2012 — 2013
Accounting, Accounting
California State University-Chico 2006 — 2010
BA, Finance
Project H December 2014 - Present
Merrill Lynch May 2014 - November 2014
Morgan Stanley September 2012 - April 2014
Wells Fargo March 2012 - September 2012
The O'Donnell Group May 2010 - December 2010
US Navy June 2006 - June 2008
Skills
Financial Modeling, Financial Analysis, Series 7, Series 63, Series 65, Insurance, Holistic Financial..., Fundamental Analysis, Technical Analysis, Portfolio Management, Series 66, DCF Valuation, Investment Banking, Corporate Finance, Microsoft Office, Microsoft Excel, Financial Accounting, Retirement Planning, Entrepreneurship, Start-ups, Sales, Account Management, Negotiation, Strategic Planning, Economics, Photoshop, Lead Generation, Business Development, Direct Sales, Leadership, Building Relationships, Strategy
Education
UC Berkeley 2012 — 2013
Accounting, Accounting
California State University-Chico 2006 — 2010
BA, Finance
DAVID SEREDA DAVID SEREDA's Merrill Lynch Experience July 2007 - November 2010
Job CEO Global Commodities Exchange
Industry International Trade and Development
Experience
Century 21 Exclusive June 2014 - Present
Global Commodities Exchange, LLC December 2010 - Present
Global Financial Solutions, Inc December 2009 - Present
Merrill Lynch July 2007 - November 2010
Skills
Pilot, Series 7, 63, 65, 66,..., Coal, Petroleum, Iron Ore, Commodity Markets, Investments, Sugar, Steel, Wheat, Commodity, Trading, Water, Negotiation, Equity Derivatives, Options, Series 7, Currency, Financial Markets, Derivatives, Equities, Hedging, Asset Management, ETFs, Equity Trading, Trading Systems, Portfolio Management, Options Strategies, Technical Analysis, Finance, Hedge Funds, Risk Management, International Trade, Trading Strategies, Alternative Investments, Electronic Trading, Emerging Markets, Sales, New Business Development
Education
California State University-East Bay 1979 — 1983
BS, Business; Minor Accounting
Century 21 Exclusive June 2014 - Present
Global Commodities Exchange, LLC December 2010 - Present
Global Financial Solutions, Inc December 2009 - Present
Merrill Lynch July 2007 - November 2010
Skills
Pilot, Series 7, 63, 65, 66,..., Coal, Petroleum, Iron Ore, Commodity Markets, Investments, Sugar, Steel, Wheat, Commodity, Trading, Water, Negotiation, Equity Derivatives, Options, Series 7, Currency, Financial Markets, Derivatives, Equities, Hedging, Asset Management, ETFs, Equity Trading, Trading Systems, Portfolio Management, Options Strategies, Technical Analysis, Finance, Hedge Funds, Risk Management, International Trade, Trading Strategies, Alternative Investments, Electronic Trading, Emerging Markets, Sales, New Business Development
Education
California State University-East Bay 1979 — 1983
BS, Business; Minor Accounting
Jess Perez's Merrill Lynch Experience January 2010 - April 2012
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Privately Held Company April 2012 - Present
Merrill Lynch January 2010 - April 2012
AG Edwards May 2008 - December 2009
BWC Mortgage Services January 2006 - May 2008
Gap Inc. January 2003 - December 2005
NUMMI January 2001 - December 2002
Skills
Strategy, Investments, Marketing, Strategic Financial..., Asset Allocation, Retirement, Personal Financial..., Portfolio Management, Personal Pensions, Tax Efficiency, Charitable Gift Planning, Helping Clients Succeed, Financial Analysis, Retirement Planning, Finance
Education
California State University-Chico 1997 — 2000
BS
Privately Held Company April 2012 - Present
Merrill Lynch January 2010 - April 2012
AG Edwards May 2008 - December 2009
BWC Mortgage Services January 2006 - May 2008
Gap Inc. January 2003 - December 2005
NUMMI January 2001 - December 2002
Skills
Strategy, Investments, Marketing, Strategic Financial..., Asset Allocation, Retirement, Personal Financial..., Portfolio Management, Personal Pensions, Tax Efficiency, Charitable Gift Planning, Helping Clients Succeed, Financial Analysis, Retirement Planning, Finance
Education
California State University-Chico 1997 — 2000
BS
Gordon Swobe Gordon Swobe's Merrill Lynch Experience 1984 - 1991
Job IT Consultant
Industry Information Technology and Services
Experience
GTS Computer Solutions September 2005 - Present
E&H Integrated Systems December 2007 - September 2008
GTS Computer Solutions 2005 - 2007
FN Investment Center 1991 - 1993
Merrill Lynch 1984 - 1991
Perfect Software 1981 - 1983
Skills
Troubleshooting, Hardware, Operating Systems, Laptops, Microsoft Certified..., Telephony, Dell Computers, VoIP, Solution Selling, Managed Services, Telecommunications, LAN-WAN, Account Management, Video Conferencing, Direct Sales, Team Leadership, Data Center, Enterprise Software, Cisco Technologies, Cloud Computing, Unified Communications, Network Security, WAN, Political Economy, Political Philosophy, Political Campaigns, Economics, Ethernet, Disaster Recovery
Education
California State University-Hayward 1990 — 1992
MBA
Excelsior College 1987 — 1989
B.S., Business Administration
GTS Computer Solutions September 2005 - Present
E&H Integrated Systems December 2007 - September 2008
GTS Computer Solutions 2005 - 2007
FN Investment Center 1991 - 1993
Merrill Lynch 1984 - 1991
Perfect Software 1981 - 1983
Skills
Troubleshooting, Hardware, Operating Systems, Laptops, Microsoft Certified..., Telephony, Dell Computers, VoIP, Solution Selling, Managed Services, Telecommunications, LAN-WAN, Account Management, Video Conferencing, Direct Sales, Team Leadership, Data Center, Enterprise Software, Cisco Technologies, Cloud Computing, Unified Communications, Network Security, WAN, Political Economy, Political Philosophy, Political Campaigns, Economics, Ethernet, Disaster Recovery
Education
California State University-Hayward 1990 — 1992
MBA
Excelsior College 1987 — 1989
B.S., Business Administration
Sean Mitchell Sean Mitchell's Merrill Lynch Experience September 2011 - April 2013
Job MF5 Family Office LLC
Industry Financial Services
Experience
MF5 Family Office LLC April 2008 - Present
Merrill Lynch September 2011 - April 2013
Morgan Stanley Smith Barney October 2009 - August 2011
Sotheby's International Realty October 2009 - April 2011
Skyline Financial Corp April 2008 - September 2009
101 Properties & 101 Financial Group October 2001 - April 2008
DATATRAN NETWORKING SYSTEMS August 1999 - January 2001
Venator Group June 1998 - August 2000
Skills
Strategic Partnerships, Investments, Real Estate, Mortgage Lending, Business Development, CRM, Entrepreneurship, Mergers, Mergers & Acquisitions, Leadership, Venture Capital, Start-ups, Sales, Contract Negotiation, Management Consulting, Finance, Management, Strategic Planning, Executive Management, Team Building, Training, Banking, Business Process..., Corporate Finance, Strategy, Marketing, Business Strategy, Marketing Strategy, Consulting, Business Planning
Education
California State University-Chico 1994 — 1998
Bachelor of Art Degree (BA), Journalism - School of Communication, Dual Minors in Business Administartion & Marketing
Moorpark College 1992 — 1994
AA, Baseball
MF5 Family Office LLC April 2008 - Present
Merrill Lynch September 2011 - April 2013
Morgan Stanley Smith Barney October 2009 - August 2011
Sotheby's International Realty October 2009 - April 2011
Skyline Financial Corp April 2008 - September 2009
101 Properties & 101 Financial Group October 2001 - April 2008
DATATRAN NETWORKING SYSTEMS August 1999 - January 2001
Venator Group June 1998 - August 2000
Skills
Strategic Partnerships, Investments, Real Estate, Mortgage Lending, Business Development, CRM, Entrepreneurship, Mergers, Mergers & Acquisitions, Leadership, Venture Capital, Start-ups, Sales, Contract Negotiation, Management Consulting, Finance, Management, Strategic Planning, Executive Management, Team Building, Training, Banking, Business Process..., Corporate Finance, Strategy, Marketing, Business Strategy, Marketing Strategy, Consulting, Business Planning
Education
California State University-Chico 1994 — 1998
Bachelor of Art Degree (BA), Journalism - School of Communication, Dual Minors in Business Administartion & Marketing
Moorpark College 1992 — 1994
AA, Baseball
Jesse Luna Jesse Luna's Merrill Lynch Experience August 2003 - May 2008
Job
Industry Banking
Experience
Genpact Mortgage Services August 2011 - June 2015
Wells Fargo February 2011 - May 2011
Radian Guaranty / Lending Tree November 2010 - January 2011
CDA Law Center March 2009 - March 2010
Merrill Lynch August 2003 - May 2008
Centex Home Equity January 2002 - August 2003
Skills
Mortgage Banking, Mortgage Lending, Loans, Refinance, Loan Origination, Mortgage Underwriting, Underwriting, Residential Mortgages
Education
California State University-Bakersfield 1989 — 1994
B.S.
Genpact Mortgage Services August 2011 - June 2015
Wells Fargo February 2011 - May 2011
Radian Guaranty / Lending Tree November 2010 - January 2011
CDA Law Center March 2009 - March 2010
Merrill Lynch August 2003 - May 2008
Centex Home Equity January 2002 - August 2003
Skills
Mortgage Banking, Mortgage Lending, Loans, Refinance, Loan Origination, Mortgage Underwriting, Underwriting, Residential Mortgages
Education
California State University-Bakersfield 1989 — 1994
B.S.
Lori Nicolet Lori Nicolet's Merrill Lynch Experience October 2007 - May 2009
Job Currently Seeking New Opportunities as Office Manager, Branch Administrator, Team Supervisor or Executive Assistant
Industry Financial Services
Experience
Nicolet Family Partners September 2006 - Present
Morgan Stanley Smith Barney April 2011 - October 2011
Matthews International Capital Management July 2010 - February 2011
Personal Assistant September 2009 - June 2010
Merrill Lynch October 2007 - May 2009
RBC Dain Rauscher January 2005 - September 2007
New England Financial February 2003 - January 2005
Franklin Templeton Investments October 1998 - January 2002
Franklin Templeton Investments January 1995 - September 1998
Skills
Office Management, Customer Service, Event Planning, Operations Management, Customer Acquisition, Training, Team Building, Customer Retention, Event Management, Interviewing Skills, Hiring Employees, Office Administration, Customer Satisfaction, Corporate Events, Department..., Personnel Supervision, Relationship Management, Vendor Relationships, Coordinating Special..., Travel Management, Calendaring, Expense Management, Bookkeeping, Invoice Processing, Property Management, Billing Process, Microsoft Office, Executive...
Education
California State University-Chico
Bachelor of Arts, Major in Sociology; Minors in Business Administration and Psychology
Nicolet Family Partners September 2006 - Present
Morgan Stanley Smith Barney April 2011 - October 2011
Matthews International Capital Management July 2010 - February 2011
Personal Assistant September 2009 - June 2010
Merrill Lynch October 2007 - May 2009
RBC Dain Rauscher January 2005 - September 2007
New England Financial February 2003 - January 2005
Franklin Templeton Investments October 1998 - January 2002
Franklin Templeton Investments January 1995 - September 1998
Skills
Office Management, Customer Service, Event Planning, Operations Management, Customer Acquisition, Training, Team Building, Customer Retention, Event Management, Interviewing Skills, Hiring Employees, Office Administration, Customer Satisfaction, Corporate Events, Department..., Personnel Supervision, Relationship Management, Vendor Relationships, Coordinating Special..., Travel Management, Calendaring, Expense Management, Bookkeeping, Invoice Processing, Property Management, Billing Process, Microsoft Office, Executive...
Education
California State University-Chico
Bachelor of Arts, Major in Sociology; Minors in Business Administration and Psychology
Vincent Salinas Vincent Salinas's Merrill Lynch Experience August 2006 - January 2009
Job Business Consultant
Industry Financial Services
Experience
Business Consultant's August 2012 - Present
Chase Investment Services Inc. February 2010 - October 2011
AXA Equitable June 2009 - December 2009
Merrill Lynch August 2006 - January 2009
Skills
Series 7, Mortgage Lending, Wealth Management, Retirement Planning, Series 66, Health Insurance, Life Insurance, Commercial Lending, Credit, Loans, Financial Advisory, Commercial Banking, Retail Banking, Financial Planners, Investment Advisory, Estate Planning, Securities, Retirement, Fixed Annuities, Wealth, Mutual Funds, Strategic Financial..., Real Estate, Finance, Financial Services, Small Business, Investments, Banking, Small Business Lending, Term Life Insurance, Financial Analysis, Mortgage Banking, Series 63, Wealth Management..., Loan Origination, Series 6, Portfolio Management, Business Planning, IRAs, ETFs, Bonds, Funding, FINRA, Asset Management, Investment Strategies, Options, 401k, Asset Allocation, Personal Finance, Uniform Combined State...
Education
California State University-Bakersfield
College of the Sequoias
Business Consultant's August 2012 - Present
Chase Investment Services Inc. February 2010 - October 2011
AXA Equitable June 2009 - December 2009
Merrill Lynch August 2006 - January 2009
Skills
Series 7, Mortgage Lending, Wealth Management, Retirement Planning, Series 66, Health Insurance, Life Insurance, Commercial Lending, Credit, Loans, Financial Advisory, Commercial Banking, Retail Banking, Financial Planners, Investment Advisory, Estate Planning, Securities, Retirement, Fixed Annuities, Wealth, Mutual Funds, Strategic Financial..., Real Estate, Finance, Financial Services, Small Business, Investments, Banking, Small Business Lending, Term Life Insurance, Financial Analysis, Mortgage Banking, Series 63, Wealth Management..., Loan Origination, Series 6, Portfolio Management, Business Planning, IRAs, ETFs, Bonds, Funding, FINRA, Asset Management, Investment Strategies, Options, 401k, Asset Allocation, Personal Finance, Uniform Combined State...
Education
California State University-Bakersfield
College of the Sequoias
Melynie Schiel Melynie Schiel's Merrill Lynch Experience October 2001 - September 2002
Job Professor of Economics, Accounting, and Business at Copper Mountain College
Industry Higher Education
Experience
Copper Mountain College 2006 - Present
Fantasy Springs Resort Casino August 2005 - June 2006
Earth Tech April 2004 - August 2005
Torrance-South Bay YMCA February 2002 - August 2005
Merrill Lynch October 2001 - September 2002
Federated Mutual Insurance 1999 - 2001
Skills
Curriculum Design, Educational Research, Financial Analysis, Financial Planning, Financial Accounting, Technical Presentations, Customer Presentations, Conceptual Modeling, Statistical Software, Statistical Reporting, Teaching, Technical Writing, Productivity Improvement, Six Sigma, Large Group Facilitation, Data Analysis, Strategic Financial..., Adult Education, E-Learning, Higher Education, Instructional Design, Grant Writing, Forecasting, Public Speaking, Curriculum Development, Community Outreach
Education
California State University-Long Beach 2001 — 2003
Master's degree, Economics
California State University-Chico 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Copper Mountain College 2006 - Present
Fantasy Springs Resort Casino August 2005 - June 2006
Earth Tech April 2004 - August 2005
Torrance-South Bay YMCA February 2002 - August 2005
Merrill Lynch October 2001 - September 2002
Federated Mutual Insurance 1999 - 2001
Skills
Curriculum Design, Educational Research, Financial Analysis, Financial Planning, Financial Accounting, Technical Presentations, Customer Presentations, Conceptual Modeling, Statistical Software, Statistical Reporting, Teaching, Technical Writing, Productivity Improvement, Six Sigma, Large Group Facilitation, Data Analysis, Strategic Financial..., Adult Education, E-Learning, Higher Education, Instructional Design, Grant Writing, Forecasting, Public Speaking, Curriculum Development, Community Outreach
Education
California State University-Long Beach 2001 — 2003
Master's degree, Economics
California State University-Chico 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Gregory Debord, CRPC® Gregory Debord, CRPC®'s Merrill Lynch Experience June 2007 - September 2012
Job Registered Principal
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC September 2012 - Present
Merrill Lynch June 2007 - September 2012
AG Edwards and Sons March 1992 - June 2007
Skills
Wealth, Finance, Series 7, Investments, Retirement Planning, Asset Allocation, Mutual Funds, Financial Advisory, Wealth Management, Securities
Education
California State University-Chico 1989 — 1992
Bachelor's degree, Financial Planning and Services
Placer High School
Raymond James Financial Services, Inc. Member FINRA/SIPC September 2012 - Present
Merrill Lynch June 2007 - September 2012
AG Edwards and Sons March 1992 - June 2007
Skills
Wealth, Finance, Series 7, Investments, Retirement Planning, Asset Allocation, Mutual Funds, Financial Advisory, Wealth Management, Securities
Education
California State University-Chico 1989 — 1992
Bachelor's degree, Financial Planning and Services
Placer High School
Jesse M. Flatt Jesse M. Flatt's Merrill Lynch Experience January 2011 - March 2014
Job Investment Professional
Industry Investment Management
Experience
Merrill Lynch January 2011 - March 2014
Morgan Stanley February 2010 - January 2011
Merrill Lynch September 2009 - January 2010
California State University, East Bay March 2009 - June 2009
Skills
Investments, Portfolio Management, Financial Modeling, Financial Analysis, Wealth Management, Finance, Strategic Financial..., Asset Management, Investment Management, Due Diligence, Equities, Mutual Funds, ETFs, Hedge Funds, Fixed Income, Derivatives, Asset Allocation, Technical Analysis, Fundamental Analysis, Indexing, Tactical Asset..., New Client Acquisitions
Education
California State University-East Bay
Bachelor of Science (B.S.), Business Administration: Finance & Economics
Occidental College
Economics
Merrill Lynch January 2011 - March 2014
Morgan Stanley February 2010 - January 2011
Merrill Lynch September 2009 - January 2010
California State University, East Bay March 2009 - June 2009
Skills
Investments, Portfolio Management, Financial Modeling, Financial Analysis, Wealth Management, Finance, Strategic Financial..., Asset Management, Investment Management, Due Diligence, Equities, Mutual Funds, ETFs, Hedge Funds, Fixed Income, Derivatives, Asset Allocation, Technical Analysis, Fundamental Analysis, Indexing, Tactical Asset..., New Client Acquisitions
Education
California State University-East Bay
Bachelor of Science (B.S.), Business Administration: Finance & Economics
Occidental College
Economics
Patrick Purdy Patrick Purdy's Merrill Lynch Experience 1991 - 1994
Job Business Technology Director at West Metro Fire Protection District
Industry Public Safety
Experience
West Metro Fire Rescue May 2000 - Present
City of Littleton February 1997 - April 2000
Merrill Lynch 1991 - 1994
United States Air Force 1984 - 1988
Skills
ITIL, Incident Management, IT Management, Disaster Recovery, IT Strategy, Enterprise Architecture, Program Management, Integration, Data Center, Business Continuity, Government, IT Service Management, Change Management, Business Analysis, Project Portfolio..., PMP, Telecommunications, Information Technology, Leadership, Governance, Strategic Planning, Team Leadership, Project Management, Business Intelligence, Requirements Analysis, Vendor Management, PMO, Business Process, Process Improvement, Emergency Management, Disaster Response, Service Delivery, SaaS, Risk Assessment, Outsourcing, Virtualization, Agile Project Management, Incident Command, Software Documentation, Managed Services, Operations Management, Emergency Services, IT Operations, Cloud Computing, Project Planning, Management, Budgets, Business Process..., System Administration, Visio
Education
Villanova University 2015 — 2015
Masters Certificate, Business Process Management (BPM) Emphasis on Healthcare, 4.0
ITIL Service Lifecycle, Service Operation 2014 — 2014
Certification, ITIL, 4.0
Regis University 2006 — 2009
Masters of Science, Information Technology Management, 4.0
California State University-Chico 1989 — 1991
BA, Psychology, 3.65
West Metro Fire Rescue May 2000 - Present
City of Littleton February 1997 - April 2000
Merrill Lynch 1991 - 1994
United States Air Force 1984 - 1988
Skills
ITIL, Incident Management, IT Management, Disaster Recovery, IT Strategy, Enterprise Architecture, Program Management, Integration, Data Center, Business Continuity, Government, IT Service Management, Change Management, Business Analysis, Project Portfolio..., PMP, Telecommunications, Information Technology, Leadership, Governance, Strategic Planning, Team Leadership, Project Management, Business Intelligence, Requirements Analysis, Vendor Management, PMO, Business Process, Process Improvement, Emergency Management, Disaster Response, Service Delivery, SaaS, Risk Assessment, Outsourcing, Virtualization, Agile Project Management, Incident Command, Software Documentation, Managed Services, Operations Management, Emergency Services, IT Operations, Cloud Computing, Project Planning, Management, Budgets, Business Process..., System Administration, Visio
Education
Villanova University 2015 — 2015
Masters Certificate, Business Process Management (BPM) Emphasis on Healthcare, 4.0
ITIL Service Lifecycle, Service Operation 2014 — 2014
Certification, ITIL, 4.0
Regis University 2006 — 2009
Masters of Science, Information Technology Management, 4.0
California State University-Chico 1989 — 1991
BA, Psychology, 3.65
Ryan Fellows's Merrill Lynch Experience August 2011 - July 2012
Job Sales & Trade Support
Industry Financial Services
Experience
CenterPoint Securities November 2014 - Present
Fidelity Investments January 2013 - December 2014
Raymond James Financial Inc. August 2012 - January 2013
Merrill Lynch August 2011 - July 2012
UBS June 2011 - September 2011
Skills
Series 7, Series 63, Sales, Finance, Financial Analysis, Investments, Microsoft Office, Time Management, Retirement Planning, Wealth Management, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Event Planning, Strategic Financial..., Portfolio Management, Social Networking, Retirement, Mutual Funds, Outlook, Financial Modeling, Organization, Salesforce.com, 401k, Financial Services, Asset Management, Asset Allocation, Cold Calling, ETFs, Securities, IRAs
Education
California State University-Chico 2008 — 2012
Business Administration, Finance
CenterPoint Securities November 2014 - Present
Fidelity Investments January 2013 - December 2014
Raymond James Financial Inc. August 2012 - January 2013
Merrill Lynch August 2011 - July 2012
UBS June 2011 - September 2011
Skills
Series 7, Series 63, Sales, Finance, Financial Analysis, Investments, Microsoft Office, Time Management, Retirement Planning, Wealth Management, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Event Planning, Strategic Financial..., Portfolio Management, Social Networking, Retirement, Mutual Funds, Outlook, Financial Modeling, Organization, Salesforce.com, 401k, Financial Services, Asset Management, Asset Allocation, Cold Calling, ETFs, Securities, IRAs
Education
California State University-Chico 2008 — 2012
Business Administration, Finance
Daniel Blatt's Merrill Lynch Experience July 2011 - August 2011
Job Personal Banker (PB) at Bank of America
Industry Banking
Experience
Bank of America August 2015 - Present
Robert Half August 2014 - August 2015
Yelp July 2014 - August 2014
Newnex Technology April 2014 - July 2014
Specialty Sales Classics, Inc. July 2012 - April 2013
Merrill Lynch July 2011 - August 2011
Skills
Strategy, Analysis, Management, Investments, Financial Modeling, Finance, Due Diligence, Valuation, Corporate Development, Management Consulting, Product Management, SaaS, Financial Analysis, Risk Management, Strategic Partnerships, Banking, Business Development, Solution Selling, Forecasting, Mergers & Acquisitions, Cross-functional Team..., Business Planning, Accounting, Auditing, Market Analysis, Engineering, Distributed Systems, Scalability
Education
California State University-East Bay
Bachelor's Degree, Economics
Bank of America August 2015 - Present
Robert Half August 2014 - August 2015
Yelp July 2014 - August 2014
Newnex Technology April 2014 - July 2014
Specialty Sales Classics, Inc. July 2012 - April 2013
Merrill Lynch July 2011 - August 2011
Skills
Strategy, Analysis, Management, Investments, Financial Modeling, Finance, Due Diligence, Valuation, Corporate Development, Management Consulting, Product Management, SaaS, Financial Analysis, Risk Management, Strategic Partnerships, Banking, Business Development, Solution Selling, Forecasting, Mergers & Acquisitions, Cross-functional Team..., Business Planning, Accounting, Auditing, Market Analysis, Engineering, Distributed Systems, Scalability
Education
California State University-East Bay
Bachelor's Degree, Economics
Robert Bothmer, CFP®, CRPC® Robert Bothmer, CFP®, CRPC®'s Merrill Lynch Experience February 2008 - January 2011
Job Financial Advisor at AGP Wealth Advisors of Ameriprise Financial
Industry Financial Services
Experience
AGP Wealth Advisors of Ameriprise Financial September 2015 - Present
Gilmore and Romines of Ameriprise Financial Services, Inc. April 2014 - September 2015
Littljohn & Associates of Ameriprise Financial June 2011 - May 2014
Merrill Lynch February 2008 - January 2011
Merrill Lynch 2006 - 2007
Skills
Investments, Retirement Planning, Estate Planning, Financial Planning, Social Security, Life Insurance, Tax Planning, Small Business..., Qualified Retirement..., Wealth Management, Municipal Bonds, Fixed Income Portfolio..., Retirement, Financial Advisory, Finance, Wealth, Series 7, Insurance
Education
Cal State San Marcos 2002 — 2007
Bachelor’s Degree, Business Finance
College for Financial Planning 2013 — 2015
Certified Financial Planner, Financial Planning and Services
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor, CRPC®, Financial Planning and Services, B+
University of San Diego 2001 — 2002
Computer Science
Desert Christian High School 1998 — 2001
General High School Diploma, Saludictorian #2 in class
AGP Wealth Advisors of Ameriprise Financial September 2015 - Present
Gilmore and Romines of Ameriprise Financial Services, Inc. April 2014 - September 2015
Littljohn & Associates of Ameriprise Financial June 2011 - May 2014
Merrill Lynch February 2008 - January 2011
Merrill Lynch 2006 - 2007
Skills
Investments, Retirement Planning, Estate Planning, Financial Planning, Social Security, Life Insurance, Tax Planning, Small Business..., Qualified Retirement..., Wealth Management, Municipal Bonds, Fixed Income Portfolio..., Retirement, Financial Advisory, Finance, Wealth, Series 7, Insurance
Education
Cal State San Marcos 2002 — 2007
Bachelor’s Degree, Business Finance
College for Financial Planning 2013 — 2015
Certified Financial Planner, Financial Planning and Services
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor, CRPC®, Financial Planning and Services, B+
University of San Diego 2001 — 2002
Computer Science
Desert Christian High School 1998 — 2001
General High School Diploma, Saludictorian #2 in class
Liz Daffner Liz Daffner's Merrill Lynch Experience January 2009 - May 2009
Job Helping small business owners maximize their retirement savings and pay less in taxes.
Industry Financial Services
Experience
Diligence Wealth Manangement April 2010 - Present
Davis Financial Advisors July 2009 - April 2010
Merrill Lynch January 2009 - May 2009
Skills
Series 7, Small Business..., Alternative Investments, Retirement Planning, Strategic Financial..., Fixed Annuities, Variable Annuities, IRAs, Public Speaking, Life Insurance, Managed Money, Indexed Annuities, Listening Skills, Horse Training, Communication, Strong BS Radar
Education
California State University-Chico
Business, Financial Service and Management
Diligence Wealth Manangement April 2010 - Present
Davis Financial Advisors July 2009 - April 2010
Merrill Lynch January 2009 - May 2009
Skills
Series 7, Small Business..., Alternative Investments, Retirement Planning, Strategic Financial..., Fixed Annuities, Variable Annuities, IRAs, Public Speaking, Life Insurance, Managed Money, Indexed Annuities, Listening Skills, Horse Training, Communication, Strong BS Radar
Education
California State University-Chico
Business, Financial Service and Management
Brett Wolfe Brett Wolfe's Merrill Lynch Experience July 1985 - June 1987
Job School Administrator
Industry Education Management
Experience
San Juan Unified School District July 2012 - Present
Central Unified School District February 2002 - June 2012
Selma Unified School District July 1998 - February 2002
Central Unified School District August 1988 - July 1998
Hanford Joint Union High School District July 1987 - June 1988
Merrill Lynch July 1985 - June 1987
Skills
Curriculum Design, Staff Development, K-12, Educational Leadership, Event Planning, Classroom Management, Educational Technology, Teacher Training, Event Management, Curriculum Development, Classroom, Instructional Design, Technology Integration, Special Education, Instructional Technology, Public Speaking
Education
California State University-Fresno
San Juan Unified School District July 2012 - Present
Central Unified School District February 2002 - June 2012
Selma Unified School District July 1998 - February 2002
Central Unified School District August 1988 - July 1998
Hanford Joint Union High School District July 1987 - June 1988
Merrill Lynch July 1985 - June 1987
Skills
Curriculum Design, Staff Development, K-12, Educational Leadership, Event Planning, Classroom Management, Educational Technology, Teacher Training, Event Management, Curriculum Development, Classroom, Instructional Design, Technology Integration, Special Education, Instructional Technology, Public Speaking
Education
California State University-Fresno
Bhavin P. Kapadia, OTC Calypso Front-Office PM's Merrill Lynch Experience December 2006 - April 2007
Job * 8 yrs OTC Derivatives Rates & FX Project Manager Implement Banks' $25M+ Trading Platform *
Industry Management Consulting
Experience
* Bhavin P. Kapadia & Co. OTC Derivatives August 2015 - Present
U.S. Bank [$10B revenue] January 2015 - August 2015
Wells Fargo [$85B revenue] January 2014 - January 2015
California State University, East Bay December 2013 - August 2014
Natixis Global Asset Management [Global Top 15 Investment Co.] April 2013 - December 2013
Calypso Technology - Derivatives Risk Capital Markets March 2010 - April 2013
Genworth Financial July 2008 - March 2010
Shree Kshatriya Mitra Mandal of California January 2008 - January 2010
Merrill Lynch December 2006 - April 2007
Skills
Derivatives, Capital Markets, Interest Rate..., Trading, Project Management, Risk Management, Trading Systems
Education
California State University-East Bay 2013 — 2015
Master's, Econometrics
California State University-East Bay 2005 — 2008
B.S., Finance with Statistics
Kingsbury Sixth Form, London, England
3 straight A grades: # Physics # Econ # Mathematics
* Bhavin P. Kapadia & Co. OTC Derivatives August 2015 - Present
U.S. Bank [$10B revenue] January 2015 - August 2015
Wells Fargo [$85B revenue] January 2014 - January 2015
California State University, East Bay December 2013 - August 2014
Natixis Global Asset Management [Global Top 15 Investment Co.] April 2013 - December 2013
Calypso Technology - Derivatives Risk Capital Markets March 2010 - April 2013
Genworth Financial July 2008 - March 2010
Shree Kshatriya Mitra Mandal of California January 2008 - January 2010
Merrill Lynch December 2006 - April 2007
Skills
Derivatives, Capital Markets, Interest Rate..., Trading, Project Management, Risk Management, Trading Systems
Education
California State University-East Bay 2013 — 2015
Master's, Econometrics
California State University-East Bay 2005 — 2008
B.S., Finance with Statistics
Kingsbury Sixth Form, London, England
3 straight A grades: # Physics # Econ # Mathematics
Dennis Shu Dennis Shu's Merrill Lynch Experience September 2011 - June 2013
Job LPL Financial Advisor
Industry Financial Services
Experience
LPL Financial - Perennial Group November 2014 - Present
Wells Fargo Advisors June 2013 - November 2014
Merrill Lynch September 2011 - June 2013
Education
California State University-Channel Islands
Bachelor’s Degree, Business
UCLA Extension
Certified Financial Planning
University of California, Santa Barbara
Electrical Engineering
LPL Financial - Perennial Group November 2014 - Present
Wells Fargo Advisors June 2013 - November 2014
Merrill Lynch September 2011 - June 2013
Education
California State University-Channel Islands
Bachelor’s Degree, Business
UCLA Extension
Certified Financial Planning
University of California, Santa Barbara
Electrical Engineering
Linda Shelby Linda Shelby's Merrill Lynch Experience January 2010 - June 2011
Job SVP, Division Executive Preferred Segment at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America - Merrill Lynch June 2011 - Present
Merrill Lynch January 2010 - June 2011
Bank of America Premier Banking & Investments January 2008 - February 2009
Skills
Series 7, Wealth Management, Series 63, Senior Executive..., Investments, Mutual Funds, Banking, Equities, Portfolio Management, Asset Allocation, Series 65, Series 24, Finance, Financial Services, Uniform Combined State..., Retirement Planning, Asset Management, Fixed Income, Securities, FINRA, Investment Advisory
Education
California State University-Fresno 1980 — 1983
Bachelor of Science (BS), Business Administration-Finance
Bank of America - Merrill Lynch June 2011 - Present
Merrill Lynch January 2010 - June 2011
Bank of America Premier Banking & Investments January 2008 - February 2009
Skills
Series 7, Wealth Management, Series 63, Senior Executive..., Investments, Mutual Funds, Banking, Equities, Portfolio Management, Asset Allocation, Series 65, Series 24, Finance, Financial Services, Uniform Combined State..., Retirement Planning, Asset Management, Fixed Income, Securities, FINRA, Investment Advisory
Education
California State University-Fresno 1980 — 1983
Bachelor of Science (BS), Business Administration-Finance
Ben Joyce, CFP®, CIMA® Ben Joyce, CFP®, CIMA®'s Merrill Lynch Experience October 1998 - April 2010
Job Associate Vice President Investment Officer at Wells Fargo Advisors LLC, Branch Manager
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2015 - Present
Wells Fargo Advisors, LLC July 2012 - Present
Moors & Cabot June 2010 - July 2012
Moors & Cabot April 2010 - July 2012
Merrill Lynch October 1998 - April 2010
Cintas July 1997 - September 1998
Chevron November 1991 - June 1997
California State University, Chico April 1994 - May 1997
California State University, Chico September 1993 - May 1997
East Bay Regional Park District April 1996 - September 1996
Skills
Financial Advisory, Investments, Insurance, Finance, Risk Management, Retirement Planning, Business Strategy, Microsoft Office, Leadership, Retirement, Management, Training, Mutual Funds, Investment Planning
Education
California State University-Chico 1992 — 1997
English Literature, Poetry, Engineering
Wells Fargo Advisors, LLC June 2015 - Present
Wells Fargo Advisors, LLC July 2012 - Present
Moors & Cabot June 2010 - July 2012
Moors & Cabot April 2010 - July 2012
Merrill Lynch October 1998 - April 2010
Cintas July 1997 - September 1998
Chevron November 1991 - June 1997
California State University, Chico April 1994 - May 1997
California State University, Chico September 1993 - May 1997
East Bay Regional Park District April 1996 - September 1996
Skills
Financial Advisory, Investments, Insurance, Finance, Risk Management, Retirement Planning, Business Strategy, Microsoft Office, Leadership, Retirement, Management, Training, Mutual Funds, Investment Planning
Education
California State University-Chico 1992 — 1997
English Literature, Poetry, Engineering
Jeana Somers's Merrill Lynch Experience October 1997 - October 1998
Job Operations Manager at Emigrant Bank
Industry Banking
Experience
Emigrant Bank September 2009 - Present
Life Sciences Capital October 2007 - December 2008
Paramount BioSciences January 2004 - October 2007
Prudential Financial July 2000 - December 2003
First Union Securities October 1998 - June 2000
Merrill Lynch October 1997 - October 1998
Libra Investments August 1993 - October 1997
Skills
Loans, Credit, Banking, Operations Management, Mortgage Lending, Financial Analysis, Underwriting, Portfolio Management, Risk Management, Process Improvement, Customer Service, Project Management, Finance, Commercial Lending, Relationship Management, Corporate Finance, Equities, Private Equity
Education
California State University-Dominguez Hills 1993 — 1997
Bachelor of Science (B.S.), Business Administration, Finance
Emigrant Bank September 2009 - Present
Life Sciences Capital October 2007 - December 2008
Paramount BioSciences January 2004 - October 2007
Prudential Financial July 2000 - December 2003
First Union Securities October 1998 - June 2000
Merrill Lynch October 1997 - October 1998
Libra Investments August 1993 - October 1997
Skills
Loans, Credit, Banking, Operations Management, Mortgage Lending, Financial Analysis, Underwriting, Portfolio Management, Risk Management, Process Improvement, Customer Service, Project Management, Finance, Commercial Lending, Relationship Management, Corporate Finance, Equities, Private Equity
Education
California State University-Dominguez Hills 1993 — 1997
Bachelor of Science (B.S.), Business Administration, Finance
Katie Drake Katie Drake's Merrill Lynch Experience August 2005 - December 2005
Job Customer Service Associate at method products
Industry Food & Beverages
Experience
method products pbc October 2014 - Present
GU Energy Labs / Advanced Food Concepts November 2011 - September 2014
City of Novato Parks, Recreation, and Community Services January 2006 - July 2011
Merrill Lynch August 2005 - December 2005
Mill Valley Parks and Recreation August 2004 - February 2005
City of Novato Parks, Recreation, and Community Services June 2003 - August 2004
Amelia Island Plantation Resort September 2003 - December 2003
Skills
Leadership, Customer Service
Education
California State University-Chico 1999 — 2003
BS, 2003, Recreation Admin. (Community & Commercial Recreation, Resort & Lodging Management)/ Minor: Spanish
San Marin High School 1995 — 1999
Graduated, 1999
method products pbc October 2014 - Present
GU Energy Labs / Advanced Food Concepts November 2011 - September 2014
City of Novato Parks, Recreation, and Community Services January 2006 - July 2011
Merrill Lynch August 2005 - December 2005
Mill Valley Parks and Recreation August 2004 - February 2005
City of Novato Parks, Recreation, and Community Services June 2003 - August 2004
Amelia Island Plantation Resort September 2003 - December 2003
Skills
Leadership, Customer Service
Education
California State University-Chico 1999 — 2003
BS, 2003, Recreation Admin. (Community & Commercial Recreation, Resort & Lodging Management)/ Minor: Spanish
San Marin High School 1995 — 1999
Graduated, 1999
Maureen Enem, CRPC® Maureen Enem, CRPC®'s Merrill Lynch Experience August 2007 - Present
Job Wealth Management & Investments
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
UBS Wealth Management September 2012 - February 2013
Merrill Lynch 2011 - 2012
Telecommunications 2002 - 2007
Skills
Series 7, Series 66, Wealth Management, Retirement Planning, Investments, Brokerage, Leading Diverse Teams, Team Leadership, Fundraising, Board of Directors, Board level experience, Management, Alternative Investments, Bloomberg, Leadership, Finance
Education
UCLA Anderson School of Management 2011 — 2012
Riordan MBA Fellows Program
California State University-Dominguez Hills
BS Business Administration: Accounting, Accounting
Merrill Lynch August 2007 - Present
UBS Wealth Management September 2012 - February 2013
Merrill Lynch 2011 - 2012
Telecommunications 2002 - 2007
Skills
Series 7, Series 66, Wealth Management, Retirement Planning, Investments, Brokerage, Leading Diverse Teams, Team Leadership, Fundraising, Board of Directors, Board level experience, Management, Alternative Investments, Bloomberg, Leadership, Finance
Education
UCLA Anderson School of Management 2011 — 2012
Riordan MBA Fellows Program
California State University-Dominguez Hills
BS Business Administration: Accounting, Accounting
Risley Sams, CFP®, MBA Risley Sams, CFP®, MBA's Merrill Lynch Experience March 2008 - March 2009
Job President at RHS Financial
Industry Investment Management
Experience
RHS Financial March 2009 - Present
Merrill Lynch March 2008 - March 2009
Bear Stearns May 2007 - March 2008
Smith Barney July 2002 - May 2007
California Modern Gallery 2003 - 2007
Skills
Financial Planning, Financial Analysis, Asset Management, New Business Development, Portfolio Management, Investments, Operations Management, Compliance, Financial Services, Strategic Financial..., Wealth Management, Equity Trading, Fixed Income, Trading, ETFs, Business Strategy, Finance, Valuation, Equities, Retirement Planning, Retirement, Financial Modeling, Mortgage Lending, Bonds, Mutual Funds, Derivatives, Bloomberg, Securities, Wealth Management..., Asset Allocation, Alternative Investments, Investment Management, Mergers, Corporate Finance, Equity Research, Private Equity, Asset Managment, Venture Capital, Investment Advisory, M&A experience, Hedge Funds, Investment Strategies, Start-ups, Risk Management, Series 7, Due Diligence, Financial Advisory, Investment Banking, Series 63, Options
Education
Purdue University - Krannert School of Management 2000 — 2002
MBA, Finance
Purdue University 1999 — 2001
MBA, Business
California State University-Chico 1989 — 1993
BS, Business Administration
Redwood High School
RHS Financial March 2009 - Present
Merrill Lynch March 2008 - March 2009
Bear Stearns May 2007 - March 2008
Smith Barney July 2002 - May 2007
California Modern Gallery 2003 - 2007
Skills
Financial Planning, Financial Analysis, Asset Management, New Business Development, Portfolio Management, Investments, Operations Management, Compliance, Financial Services, Strategic Financial..., Wealth Management, Equity Trading, Fixed Income, Trading, ETFs, Business Strategy, Finance, Valuation, Equities, Retirement Planning, Retirement, Financial Modeling, Mortgage Lending, Bonds, Mutual Funds, Derivatives, Bloomberg, Securities, Wealth Management..., Asset Allocation, Alternative Investments, Investment Management, Mergers, Corporate Finance, Equity Research, Private Equity, Asset Managment, Venture Capital, Investment Advisory, M&A experience, Hedge Funds, Investment Strategies, Start-ups, Risk Management, Series 7, Due Diligence, Financial Advisory, Investment Banking, Series 63, Options
Education
Purdue University - Krannert School of Management 2000 — 2002
MBA, Finance
Purdue University 1999 — 2001
MBA, Business
California State University-Chico 1989 — 1993
BS, Business Administration
Redwood High School
Rick Senneway Rick Senneway's Merrill Lynch Experience May 1999 - October 2000
Job Senior Director Benefits and Health Services
Industry Hospital & Health Care
Experience
The wonderful company (FKA/ Paramount Companies February 2014 - Present
Kaiser Permanente December 2011 - February 2014
Kaiser Permanente June 2012 - January 2013
Kaiser Foundation Health Plan August 2008 - December 2011
Kaiser Foundation Health Plan October 2001 - August 2008
Charles Schwab October 2000 - October 2001
Merrill Lynch May 1999 - October 2000
Gottschalks July 1996 - May 1999
Skills
Performance Improvement, Strategic Planning, Process Improvement, Business Process..., Healthcare, Hospitals, Project Planning, Healthcare Management, Management, Revenue Cycle, Change Management, Training, Leadership, Organizational..., Healthcare Consulting, Program Management, Budgets, HIPAA, Quality Improvement, Healthcare Information..., Performance Management, Human Resources, Project Management, EMR, CRM, Physician Relations, Six Sigma, Healthcare Industry
Education
California State University, Fresno 1999 — 2001
MBA, Business
California State University-Fresno 1992 — 1996
Bachelor of Arts (BA), Psychology
The wonderful company (FKA/ Paramount Companies February 2014 - Present
Kaiser Permanente December 2011 - February 2014
Kaiser Permanente June 2012 - January 2013
Kaiser Foundation Health Plan August 2008 - December 2011
Kaiser Foundation Health Plan October 2001 - August 2008
Charles Schwab October 2000 - October 2001
Merrill Lynch May 1999 - October 2000
Gottschalks July 1996 - May 1999
Skills
Performance Improvement, Strategic Planning, Process Improvement, Business Process..., Healthcare, Hospitals, Project Planning, Healthcare Management, Management, Revenue Cycle, Change Management, Training, Leadership, Organizational..., Healthcare Consulting, Program Management, Budgets, HIPAA, Quality Improvement, Healthcare Information..., Performance Management, Human Resources, Project Management, EMR, CRM, Physician Relations, Six Sigma, Healthcare Industry
Education
California State University, Fresno 1999 — 2001
MBA, Business
California State University-Fresno 1992 — 1996
Bachelor of Arts (BA), Psychology
Jason Bechara Jason Bechara's Merrill Lynch Experience September 1999 - August 2000
Job eCommerce Sales Executive at BecTech Global
Industry Computer Hardware
Experience
BecTech Global December 2012 - Present
General Procurement October 2009 - October 2012
Cirrus Developments Real Estate Brokerage January 2008 - January 2009
Auto Underwriters March 2006 - November 2007
Goin’ Postal October 2003 - November 2007
Aven Fashion September 2000 - August 2003
Merrill Lynch September 1999 - August 2000
Valcom Technology Center September 1998 - September 1999
Circuit City February 1995 - January 1997
Skills
Customer Service, Customer Relations, Small Business, Sales, Investor Relations, Public Relations, Public Speaking, Business Development, Team Building, Team Leadership, Hiring Personnel, Forecasting, Foreign Languages, Asset Managment, Business, Electronics, Entrepreneurship, Hardware, Internet, Key Account Management, Leadership, Microsoft Office, Negotiation, New Business Development, Contract Negotiation, Social Networking, Outsourcing, Office Management, Organization, Strategic Planning, Pricing, Quality Management, Recruiting, Problem Solving, Sourcing, Windows, Sales Management, Business Analysis, Languages, Networking, Budgets, Product Marketing, Product Management, Management, Direct Sales, Channel Partners, Solution Selling, Resellers, International Sales, Account Management
Education
California State University, Fresno 1993 — 1998
Bachelor of Science, Business Administration; International Business
BecTech Global December 2012 - Present
General Procurement October 2009 - October 2012
Cirrus Developments Real Estate Brokerage January 2008 - January 2009
Auto Underwriters March 2006 - November 2007
Goin’ Postal October 2003 - November 2007
Aven Fashion September 2000 - August 2003
Merrill Lynch September 1999 - August 2000
Valcom Technology Center September 1998 - September 1999
Circuit City February 1995 - January 1997
Skills
Customer Service, Customer Relations, Small Business, Sales, Investor Relations, Public Relations, Public Speaking, Business Development, Team Building, Team Leadership, Hiring Personnel, Forecasting, Foreign Languages, Asset Managment, Business, Electronics, Entrepreneurship, Hardware, Internet, Key Account Management, Leadership, Microsoft Office, Negotiation, New Business Development, Contract Negotiation, Social Networking, Outsourcing, Office Management, Organization, Strategic Planning, Pricing, Quality Management, Recruiting, Problem Solving, Sourcing, Windows, Sales Management, Business Analysis, Languages, Networking, Budgets, Product Marketing, Product Management, Management, Direct Sales, Channel Partners, Solution Selling, Resellers, International Sales, Account Management
Education
California State University, Fresno 1993 — 1998
Bachelor of Science, Business Administration; International Business
Kimberly Foss, CFP, CPWA's Merrill Lynch Experience June 1984 - September 1987
Job
Industry Financial Services
Experience
Empyrion Wealth Management, Inc. December 1989 - Present
Merrill Lynch June 1984 - September 1987
Skills
Investments, Wealth Management, Retirement Planning, Retirement, Wealth, Business Analysis, Bloomberg, Asset Allocation, Alternative Investments, 401k, Asset Management, Business Planning, Coaching, Disability Insurance, Equities, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Planners, Financial Services, Fixed Annuities, Fixed Income, Insurance, Investment Advisory, Investment Management, Hedge Funds, Investment Strategies, Leadership, Long-term Care, Life Insurance, Mutual Funds, Personal Finance, Pensions, Portfolio Management, Public Speaking, Relationship Management, Risk Management, Sales, Securities, Series 63, Series 7, Small Business, Strategic Financial..., Trusts, Term Life Insurance, Wealth Management..., High Net Worth..., IRAs, ETFs
Education
CSU Chico 1981 — 1984
BS, Business
Sierra College 1980 — 1981
Placer High School
Empyrion Wealth Management, Inc. December 1989 - Present
Merrill Lynch June 1984 - September 1987
Skills
Investments, Wealth Management, Retirement Planning, Retirement, Wealth, Business Analysis, Bloomberg, Asset Allocation, Alternative Investments, 401k, Asset Management, Business Planning, Coaching, Disability Insurance, Equities, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Planners, Financial Services, Fixed Annuities, Fixed Income, Insurance, Investment Advisory, Investment Management, Hedge Funds, Investment Strategies, Leadership, Long-term Care, Life Insurance, Mutual Funds, Personal Finance, Pensions, Portfolio Management, Public Speaking, Relationship Management, Risk Management, Sales, Securities, Series 63, Series 7, Small Business, Strategic Financial..., Trusts, Term Life Insurance, Wealth Management..., High Net Worth..., IRAs, ETFs
Education
CSU Chico 1981 — 1984
BS, Business
Sierra College 1980 — 1981
Placer High School
Walter Peczon Walter Peczon's Merrill Lynch Experience 1986 - 1989
Job
Industry Financial Services
Experience
Electronic Transaction Clearing, Inc. July 2011 - Present
Self Employed January 2010 - July 2011
Financial Advisers of America, LLC January 2009 - January 2010
United Capital Financial Partners, Inc. July 2004 - July 2006
National Planning Holdings, Inc. August 1998 - July 2004
Bear Stearns January 1995 - August 1998
Wedbush Morgan Securities 1989 - 1995
Merrill Lynch 1986 - 1989
Skills
Customer Service, Series 7, Customer Relations, Asset Allocation, Investment Advisory, Business Development, Sales, Hedge Funds, Equities, Portfolio Management, Securities, Mutual Funds, Alternative Investments, Trading, Clearing, Fixed Income, ETFs, Financial Advisory, Relationship Management, Series 63, Equity Trading, Financial Markets, Financial Services, Electronic Trading, Investments, Trading Systems, Equity Derivatives
Education
California State Polytechnic University-Pomona 1990 — 1992
MBA
Colby College 1982 — 1986
Bachelor of Arts (B.A.)
Deerfield Academy 1978 — 1982
HS Diploma
Electronic Transaction Clearing, Inc. July 2011 - Present
Self Employed January 2010 - July 2011
Financial Advisers of America, LLC January 2009 - January 2010
United Capital Financial Partners, Inc. July 2004 - July 2006
National Planning Holdings, Inc. August 1998 - July 2004
Bear Stearns January 1995 - August 1998
Wedbush Morgan Securities 1989 - 1995
Merrill Lynch 1986 - 1989
Skills
Customer Service, Series 7, Customer Relations, Asset Allocation, Investment Advisory, Business Development, Sales, Hedge Funds, Equities, Portfolio Management, Securities, Mutual Funds, Alternative Investments, Trading, Clearing, Fixed Income, ETFs, Financial Advisory, Relationship Management, Series 63, Equity Trading, Financial Markets, Financial Services, Electronic Trading, Investments, Trading Systems, Equity Derivatives
Education
California State Polytechnic University-Pomona 1990 — 1992
MBA
Colby College 1982 — 1986
Bachelor of Arts (B.A.)
Deerfield Academy 1978 — 1982
HS Diploma
Bhavin Mistry Bhavin Mistry's Merrill Lynch Experience June 2003 - October 2004
Job Information Management/Business Intelligence Expert
Industry Information Technology and Services
Experience
T-Mobile November 2009 - Present
Expedia January 2009 - October 2009
eBay October 2007 - December 2008
PayPal September 2006 - October 2007
20th Century Fox July 2005 - September 2006
Ingram Micro October 2004 - July 2005
Merrill Lynch June 2003 - October 2004
Skills
SDLC, Data Warehousing, Business Intelligence, Data Modeling, ETL, Requirements Analysis, Oracle, Informatica, Systems Analysis, Teradata, Agile Methodologies, SQL, Business Analysis, Microsoft SQL Server, Enterprise Architecture, Agile Project Management, Integration, Software Project..., Performance Tuning, Quality Assurance, Databases, Analytics, Unix, Cross-functional Team..., Project Management, OLAP, Vendor Management, Database Design, Visio, Data Migration, System Testing, Business Process, Data Warehouse..., SharePoint, Solution Architecture, Business Objects, Unix Shell Scripting, Consulting, Erwin, PL/SQL, Management, Product Management, Software Development, Program Management, Enterprise Software, Big Data, Hadoop, Hive, Tableau, Data Visualization
Education
California State University-Chico 2001 — 2004
MS, Computer and Information Sciences
University of Mumbai 1996 — 1999
B.S, Electrical Engineering
Shri Bhagubhai Mafatlal Polytechnic 1993 — 1996
Diploma in Engineering, Electrical Engineering
T-Mobile November 2009 - Present
Expedia January 2009 - October 2009
eBay October 2007 - December 2008
PayPal September 2006 - October 2007
20th Century Fox July 2005 - September 2006
Ingram Micro October 2004 - July 2005
Merrill Lynch June 2003 - October 2004
Skills
SDLC, Data Warehousing, Business Intelligence, Data Modeling, ETL, Requirements Analysis, Oracle, Informatica, Systems Analysis, Teradata, Agile Methodologies, SQL, Business Analysis, Microsoft SQL Server, Enterprise Architecture, Agile Project Management, Integration, Software Project..., Performance Tuning, Quality Assurance, Databases, Analytics, Unix, Cross-functional Team..., Project Management, OLAP, Vendor Management, Database Design, Visio, Data Migration, System Testing, Business Process, Data Warehouse..., SharePoint, Solution Architecture, Business Objects, Unix Shell Scripting, Consulting, Erwin, PL/SQL, Management, Product Management, Software Development, Program Management, Enterprise Software, Big Data, Hadoop, Hive, Tableau, Data Visualization
Education
California State University-Chico 2001 — 2004
MS, Computer and Information Sciences
University of Mumbai 1996 — 1999
B.S, Electrical Engineering
Shri Bhagubhai Mafatlal Polytechnic 1993 — 1996
Diploma in Engineering, Electrical Engineering
Kathy Flores Kathy Flores's Merrill Lynch Experience March 1984 - December 1990
Job Investment management and financial planning providing customized solutions
Industry Investment Management
Experience
Kathy Flores Wealth Management Inc November 2005 - Present
A.G. Edwards December 1992 - November 2005
Shearson Lehman Brothers December 1990 - December 1992
Merrill Lynch March 1984 - December 1990
Prudential Insurance July 1979 - March 1984
Education
CSU Chico 1975 — 1978
Bachelor of Arts (B.A.), International Relations and Affairs
La Canada High School 1971 — 1975
High School Diploma
Kathy Flores Wealth Management Inc November 2005 - Present
A.G. Edwards December 1992 - November 2005
Shearson Lehman Brothers December 1990 - December 1992
Merrill Lynch March 1984 - December 1990
Prudential Insurance July 1979 - March 1984
Education
CSU Chico 1975 — 1978
Bachelor of Arts (B.A.), International Relations and Affairs
La Canada High School 1971 — 1975
High School Diploma
Sandra Bella Sandra Bella's Merrill Lynch Experience March 1985 - May 1991
Job Financial Advisor at Mutual Securities, Inc. Member FINRA, SIPC
Industry Financial Services
Experience
Mutual Securities, Inc. Member FINRA, SIPC April 2011 - Present
Wedbush Morgan Securities August 2001 - April 2011
Social Media Magic 2009 - 2009
Triquest Finanacial May 1993 - August 2001
AG Edwards and Co. May 1991 - May 1993
Merrill Lynch March 1985 - May 1991
Skills
Investments, Financial Planning, Wealth Management, Portfolio Management, Strategic Financial..., Securities, Equities, Investment Advisory, Retirement Planning, Venture Capital, Hedge Funds, Funding, Series 63, FINRA, Retirement, Asset Allocation, Finance, Fixed Income
Education
California State University-Bakersfield 1983 — 1984
B.S., Business Administration
Loma Linda University 1979 — 1983
Business Administration & Biology
Mutual Securities, Inc. Member FINRA, SIPC April 2011 - Present
Wedbush Morgan Securities August 2001 - April 2011
Social Media Magic 2009 - 2009
Triquest Finanacial May 1993 - August 2001
AG Edwards and Co. May 1991 - May 1993
Merrill Lynch March 1985 - May 1991
Skills
Investments, Financial Planning, Wealth Management, Portfolio Management, Strategic Financial..., Securities, Equities, Investment Advisory, Retirement Planning, Venture Capital, Hedge Funds, Funding, Series 63, FINRA, Retirement, Asset Allocation, Finance, Fixed Income
Education
California State University-Bakersfield 1983 — 1984
B.S., Business Administration
Loma Linda University 1979 — 1983
Business Administration & Biology
Paul Sahota's Merrill Lynch Experience June 2005 - July 2009
Job CERTIFIED FINANCIAL PLANNER ™
Industry Financial Services
Experience
LPL Financial July 2009 - Present
Merrill Lynch June 2005 - July 2009
UBS Financial April 1999 - June 2005
CIBC October 1997 - January 1999
Skills
Estate Planning, Wealth Accumulation, Stocks, Investment Advisory..., Bonds, Wealth Management..., Strategic Financial..., Retirement Planning, Retirement, Financial Advisory, Fixed Annuities, Insurance, Wealth Management, 401k, Investments, Finance, Financial Services, Portfolio Management, Financial Planning
Education
University of Westminster 1991 — 1995
BA(Hons), Business & I.T.
California State University-Fresno 2003 — 2004
Certified Financial Planning Designation., Financial Planning
LPL Financial July 2009 - Present
Merrill Lynch June 2005 - July 2009
UBS Financial April 1999 - June 2005
CIBC October 1997 - January 1999
Skills
Estate Planning, Wealth Accumulation, Stocks, Investment Advisory..., Bonds, Wealth Management..., Strategic Financial..., Retirement Planning, Retirement, Financial Advisory, Fixed Annuities, Insurance, Wealth Management, 401k, Investments, Finance, Financial Services, Portfolio Management, Financial Planning
Education
University of Westminster 1991 — 1995
BA(Hons), Business & I.T.
California State University-Fresno 2003 — 2004
Certified Financial Planning Designation., Financial Planning
Gary E. Mills Gary E. Mills's Merrill Lynch Experience November 1988 - September 1999
Job First Vice President Investments, CERTIFIED FINANCIAL PLANNER™ at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2009 - Present
UBS Wealth Management September 1999 - July 2009
Merrill Lynch November 1988 - September 1999
Skills
Mutual Funds, Retirement Planning, Investments, Finance, Equities, Insurance, Financial Goals, Estate Investment...
Education
California State University-East Bay 1983 — 1986
B.S. Finance, Economics
University of California, Berkeley 1981 — 1982
business
Wells Fargo Advisors, LLC 2009 - Present
UBS Wealth Management September 1999 - July 2009
Merrill Lynch November 1988 - September 1999
Skills
Mutual Funds, Retirement Planning, Investments, Finance, Equities, Insurance, Financial Goals, Estate Investment...
Education
California State University-East Bay 1983 — 1986
B.S. Finance, Economics
University of California, Berkeley 1981 — 1982
business
Frank Andrews Frank Andrews's Merrill Lynch Experience 2010 - 2010
Job Major Account Executive at Aramark Uniform Services
Industry Consumer Services
Experience
Aramark Uniform Services July 2012 - Present
Merrill Lynch 2010 - 2010
Banc of America Investments 2002 - 2007
Bank of America 2001 - 2002
Citibank 2000 - 2001
Bank of America 1998 - 2000
Barclays Global Investors 1995 - 1998
Skills
Mortgage Lending, Credit, Investments, Portfolio Management, Series 7, Financial Services, Leadership, Banking, Sales, CRM, Competitive Analysis, Management, New Business Development, Salesforce.com, Finance, Customer Service
Education
Cal State Hayward 1991 — 1995
Bachelor of Science, cum laude, Business Administration, Finance
Aramark Uniform Services July 2012 - Present
Merrill Lynch 2010 - 2010
Banc of America Investments 2002 - 2007
Bank of America 2001 - 2002
Citibank 2000 - 2001
Bank of America 1998 - 2000
Barclays Global Investors 1995 - 1998
Skills
Mortgage Lending, Credit, Investments, Portfolio Management, Series 7, Financial Services, Leadership, Banking, Sales, CRM, Competitive Analysis, Management, New Business Development, Salesforce.com, Finance, Customer Service
Education
Cal State Hayward 1991 — 1995
Bachelor of Science, cum laude, Business Administration, Finance
Heather Cheda's Merrill Lynch Experience 1997 - 2001
Job Assistant Vice President, Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica December 2005 - Present
MetLife January 2001 - November 2005
Merrill Lynch 1997 - 2001
Skills
Investments, Financial Services, Pensions, Account Management, Customer Service, Team Leadership, Qualified Retirement..., Retirement Plan..., Manage Client..., Defined Contribution, 401k, 403 b, Defined Benefit, FINRA, Profit Sharing, Retirement
Education
California State University-Chico 1994 — 1996
BS, Business Administration
Transamerica December 2005 - Present
MetLife January 2001 - November 2005
Merrill Lynch 1997 - 2001
Skills
Investments, Financial Services, Pensions, Account Management, Customer Service, Team Leadership, Qualified Retirement..., Retirement Plan..., Manage Client..., Defined Contribution, 401k, 403 b, Defined Benefit, FINRA, Profit Sharing, Retirement
Education
California State University-Chico 1994 — 1996
BS, Business Administration
Carrie Goss, MPA's Merrill Lynch Experience October 2007 - July 2008
Job Recruiter at CVHCare
Industry Hospital & Health Care
Experience
CVHCare June 2014 - Present
Palo Alto Medical Foundation June 2013 - June 2014
Palo Alto Medical Foundation through Option 1 Staffing October 2012 - June 2013
Stanford Hospital and Clinics through Option1 Staffing April 2010 - November 2011
HealthSource Global Staffing August 2008 - January 2009
Merrill Lynch October 2007 - July 2008
Sagent Management March 2007 - June 2007
Kaiser July 2006 - December 2006
Skills
Microsoft Excel, QuickBooks, Auditing, Outlook, Accounting, PowerPoint, Microsoft Office, Healthcare, Microsoft Word, Financial Analysis, Customer Service, Spreadsheets, Data Analysis, Time Management, Human Resources, Access, Management
Education
California State University-East Bay 2010 — 2013
Master's, Public Administration, Healthcare focus, 3.92
San Jose State University 2003 — 2005
B.S., Business Administration w/ marketing concentration
West Valley College 2001 — 2003
Santa Teresa High School
CVHCare June 2014 - Present
Palo Alto Medical Foundation June 2013 - June 2014
Palo Alto Medical Foundation through Option 1 Staffing October 2012 - June 2013
Stanford Hospital and Clinics through Option1 Staffing April 2010 - November 2011
HealthSource Global Staffing August 2008 - January 2009
Merrill Lynch October 2007 - July 2008
Sagent Management March 2007 - June 2007
Kaiser July 2006 - December 2006
Skills
Microsoft Excel, QuickBooks, Auditing, Outlook, Accounting, PowerPoint, Microsoft Office, Healthcare, Microsoft Word, Financial Analysis, Customer Service, Spreadsheets, Data Analysis, Time Management, Human Resources, Access, Management
Education
California State University-East Bay 2010 — 2013
Master's, Public Administration, Healthcare focus, 3.92
San Jose State University 2003 — 2005
B.S., Business Administration w/ marketing concentration
West Valley College 2001 — 2003
Santa Teresa High School
Eric C. Lee's Merrill Lynch Experience 2000 - 2001
Job Research Administrator at California Institute for Energy and Environment
Industry Banking
Experience
California Institute for Energy and Environment January 2014 - Present
California Institute of Energy and Environment February 2009 - December 2013
H&R Block January 2009 - May 2009
Citco Fund Services October 2007 - March 2008
Greater Bay Trust February 2003 - October 2007
Morgan Stanley 2001 - 2002
Merrill Lynch 2000 - 2001
Education
California State University-East Bay 2004 — 2007
MBA, Finance
San Jose State University
Certification, Internet Business Specialist
University of California, Davis 1996 — 2001
California Institute for Energy and Environment January 2014 - Present
California Institute of Energy and Environment February 2009 - December 2013
H&R Block January 2009 - May 2009
Citco Fund Services October 2007 - March 2008
Greater Bay Trust February 2003 - October 2007
Morgan Stanley 2001 - 2002
Merrill Lynch 2000 - 2001
Education
California State University-East Bay 2004 — 2007
MBA, Finance
San Jose State University
Certification, Internet Business Specialist
University of California, Davis 1996 — 2001
Nancy Ragano's Merrill Lynch Experience January 1998 - December 2001
Job VP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2004 - Present
Wells Fargo Bank 1994 - Present
Merrill Lynch January 1998 - December 2001
First Nationwide Bank 1987 - 1991
Skills
SDLC, Process Improvement, PMO, SharePoint, Business Analysis, Project Management, Management, Vendor Management, Budgets, Requirements Gathering, Software Project..., Business Process..., Program Management, Project Portfolio..., Banking, Requirements Analysis, Visio
Education
California State University-East Bay 1976 — 1982
BS, Information System
Wells Fargo 2004 - Present
Wells Fargo Bank 1994 - Present
Merrill Lynch January 1998 - December 2001
First Nationwide Bank 1987 - 1991
Skills
SDLC, Process Improvement, PMO, SharePoint, Business Analysis, Project Management, Management, Vendor Management, Budgets, Requirements Gathering, Software Project..., Business Process..., Program Management, Project Portfolio..., Banking, Requirements Analysis, Visio
Education
California State University-East Bay 1976 — 1982
BS, Information System
Jonathan Rosenberg, AIF®'s Merrill Lynch Experience January 1997 - December 1998
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Charles Schwab January 2001 - August 2015
Merrill Lynch January 1997 - December 1998
Barclays Global Investors June 1995 - January 1997
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Investments, IRAs, Defined Contribution, Financial Services, Securities, Pensions, Asset Allocation, Wealth Management, Investment Advisory, Series 63, Retirement Plan..., Estate Planning, Series 6, Investment Strategies, Defined Benefit, Risk Management, Relationship Management, ERISA, FINRA, Asset Management, Fixed Annuities, Management, Employee Benefits, Process Improvement
Education
California State University-Chico
Charles Schwab January 2001 - August 2015
Merrill Lynch January 1997 - December 1998
Barclays Global Investors June 1995 - January 1997
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Investments, IRAs, Defined Contribution, Financial Services, Securities, Pensions, Asset Allocation, Wealth Management, Investment Advisory, Series 63, Retirement Plan..., Estate Planning, Series 6, Investment Strategies, Defined Benefit, Risk Management, Relationship Management, ERISA, FINRA, Asset Management, Fixed Annuities, Management, Employee Benefits, Process Improvement
Education
California State University-Chico
Ed Christiansen Jr's Merrill Lynch Experience June 2006 - Present
Job Senior Vice President, Global Wealth Management
Industry Capital Markets
Experience
De La Salle High School September 2012 - Present
Merrill Lynch June 2006 - Present
Wells Fargo 2000 - 2006
Skills
Estate Planning, Series 7, Retirement Planning, Asset Allocation, Retirement, Financial Planning, Cash Management, Investments, Portfolio Management, Asset Management, Financial Services, Strategic Financial..., Wealth Management, Equities, Asset Managment, Mutual Funds, Alternative Investments, Series 63
Education
California State University-Chico 1985 — 1989
BS, Business
De La Salle High School September 2012 - Present
Merrill Lynch June 2006 - Present
Wells Fargo 2000 - 2006
Skills
Estate Planning, Series 7, Retirement Planning, Asset Allocation, Retirement, Financial Planning, Cash Management, Investments, Portfolio Management, Asset Management, Financial Services, Strategic Financial..., Wealth Management, Equities, Asset Managment, Mutual Funds, Alternative Investments, Series 63
Education
California State University-Chico 1985 — 1989
BS, Business
Donna S. Brooks's Merrill Lynch Experience 1982 - 1999
Job Sr. Director's Assistant at Pacific Gas and Electric Co.
Industry Utilities
Experience
Pacific Gas and Electric Co. December 2003 - Present
Charles Schwab February 2000 - February 2002
Merrill Lynch 1982 - 1999
Skills
Project Management, Process Improvement, Leadership, Analysis, Strategy, Visio, Risk Management, Business Analysis, Vendor Management, Strategic Planning, Data Analysis, Business Process..., Change Management, Project Planning, Project Portfolio..., Business Strategy
Education
John F. Kennedy University 1986 — 1989
MBA, Marketing
California State University, Fresno 1978 — 1980
BS, Business Administration
Modesto Junior College 1974 — 1976
AA, Business Administration
Pacific Gas and Electric Co. December 2003 - Present
Charles Schwab February 2000 - February 2002
Merrill Lynch 1982 - 1999
Skills
Project Management, Process Improvement, Leadership, Analysis, Strategy, Visio, Risk Management, Business Analysis, Vendor Management, Strategic Planning, Data Analysis, Business Process..., Change Management, Project Planning, Project Portfolio..., Business Strategy
Education
John F. Kennedy University 1986 — 1989
MBA, Marketing
California State University, Fresno 1978 — 1980
BS, Business Administration
Modesto Junior College 1974 — 1976
AA, Business Administration
Stephen Wiley's Merrill Lynch Experience June 2006 - August 2007
Job Vice President, Financial Advisor at Northern Trust Securities, Inc.
Industry Financial Services
Experience
Northern Trust Securities, Inc. December 2014 - Present
Northern Trust Securities, Inc. August 2007 - Present
Merrill Lynch June 2006 - August 2007
Skills
Wealth Management, Mutual Funds, Series 7, Series 63, Investment Advisory, Investments, Alternative Investments, Finance, Securities, Portfolio Management, Asset Allocation, Asset Management
Education
California State University-Chico 2003 — 2006
Northern Trust Securities, Inc. December 2014 - Present
Northern Trust Securities, Inc. August 2007 - Present
Merrill Lynch June 2006 - August 2007
Skills
Wealth Management, Mutual Funds, Series 7, Series 63, Investment Advisory, Investments, Alternative Investments, Finance, Securities, Portfolio Management, Asset Allocation, Asset Management
Education
California State University-Chico 2003 — 2006
Duane Webb's Merrill Lynch Experience January 2000 - January 2002
Job Manager, Lending Call Group at S3 Shared Service Solutions, LLC
Industry Financial Services
Experience
S3 Shared Service Solutions, LLC March 2013 - Present
VetCentric, Inc/Direct Vet Marketing January 2005 - August 2012
Bank of America January 2002 - January 2004
Merrill Lynch January 2000 - January 2002
Skills
Credit, Loans, Banking, Series 7, Team Leadership, Customer Service, Team Building, Strategic Planning, Microsoft Office, Finance, Program Management, Quality Assurance, Training, Call Centers, Healthcare, Troubleshooting, Time Management, Coaching, Customer Satisfaction, Operations Management, Business Analysis, Selling, Teamwork, Team Management, Outlook, Microsoft Excel, Budgets, Cold Calling, Management, Leadership
Education
California State Polytechnic University-Pomona 1981 — 1986
Bachelor of Science (B.S.), Business Administration
CALIFORNIA STATE POLYTECHNIC UNIVERSITY
Bachelor of Science Degree, Business Administration
S3 Shared Service Solutions, LLC March 2013 - Present
VetCentric, Inc/Direct Vet Marketing January 2005 - August 2012
Bank of America January 2002 - January 2004
Merrill Lynch January 2000 - January 2002
Skills
Credit, Loans, Banking, Series 7, Team Leadership, Customer Service, Team Building, Strategic Planning, Microsoft Office, Finance, Program Management, Quality Assurance, Training, Call Centers, Healthcare, Troubleshooting, Time Management, Coaching, Customer Satisfaction, Operations Management, Business Analysis, Selling, Teamwork, Team Management, Outlook, Microsoft Excel, Budgets, Cold Calling, Management, Leadership
Education
California State Polytechnic University-Pomona 1981 — 1986
Bachelor of Science (B.S.), Business Administration
CALIFORNIA STATE POLYTECHNIC UNIVERSITY
Bachelor of Science Degree, Business Administration
Mary Ann Armanuse's Merrill Lynch Experience May 2006 - July 2007
Job Executive Assistant to Owner & President
Industry Real Estate
Experience
Keller Williams February 2014 - Present
Safeway Health August 2012 - January 2014
Evercore Partners July 2007 - August 2012
Merrill Lynch May 2006 - July 2007
Banc of America Securities 2000 - 2006
Skills
Microsoft Office, Expenses, PowerPoint, Management, System Administration, Microsoft Excel, Human Resources, Administrative..., Time Management, Executive Management
Education
California State University-East Bay 1992 — 1996
Bachlors of Science, Biology, Chemistry
California Life, Accident and Health Insurance License
License #0152266
Keller Williams February 2014 - Present
Safeway Health August 2012 - January 2014
Evercore Partners July 2007 - August 2012
Merrill Lynch May 2006 - July 2007
Banc of America Securities 2000 - 2006
Skills
Microsoft Office, Expenses, PowerPoint, Management, System Administration, Microsoft Excel, Human Resources, Administrative..., Time Management, Executive Management
Education
California State University-East Bay 1992 — 1996
Bachlors of Science, Biology, Chemistry
California Life, Accident and Health Insurance License
License #0152266
Carlo Alfonso's Merrill Lynch Experience February 2014 - July 2014
Job Financial Solutions Advisor at Merrill Edge
Industry Investment Banking
Experience
Merrill Edge October 2014 - Present
Merrill Lynch February 2014 - July 2014
Bank of America March 2005 - February 2014
Bank of America June 2001 - March 2005
Wells Fargo July 1998 - June 2001
Gap Inc./Banana Republic November 2000 - January 2001
Gap Inc./Old Navy January 1996 - January 1998
Skills
Banking, Loans, Small Business Lending, Mortgage Lending, Consumer Lending, Credit, Retail Banking, Loan Origination, Credit Analysis, Commercial Banking, Mortgage Banking, Customer Service, Commercial Lending, Management, Branch Management, Cross Selling, Lines Of Credit
Education
California State University-East Bay 1999 — 2001
Bachelor of Science (B.S.), Small Business Administration/Management
California State University-East Bay
B.S, Business Administration; an option in Marketing
Merrill Edge October 2014 - Present
Merrill Lynch February 2014 - July 2014
Bank of America March 2005 - February 2014
Bank of America June 2001 - March 2005
Wells Fargo July 1998 - June 2001
Gap Inc./Banana Republic November 2000 - January 2001
Gap Inc./Old Navy January 1996 - January 1998
Skills
Banking, Loans, Small Business Lending, Mortgage Lending, Consumer Lending, Credit, Retail Banking, Loan Origination, Credit Analysis, Commercial Banking, Mortgage Banking, Customer Service, Commercial Lending, Management, Branch Management, Cross Selling, Lines Of Credit
Education
California State University-East Bay 1999 — 2001
Bachelor of Science (B.S.), Small Business Administration/Management
California State University-East Bay
B.S, Business Administration; an option in Marketing
Andrea Todd- Goff's Merrill Lynch Experience January 1999 - March 2002
Job Republican Political Fundraiser
Industry Political Organization
Experience
Andrea Goff & Associates March 1999 - Present
Pearce For Senate January 2006 - November 2008
Merrill Lynch January 1999 - March 2002
Skills
Political Campaigns, Grassroots Organizing, Politics, Political Consulting, Political Communication, Fundraising, Strategic Planning, GOTV, Coalitions, Budgets, Non-profits, Change Management, Public Policy, Business Strategy, Managerial Finance, NGP, Legislative Relations, Financial Analysis, Policy Analysis, Financial Reporting, Nonprofits, Strategic Communications, Volunteer Management, Entrepreneurship, Policy, Legislation, Government, Public Affairs, Grassroots
Education
San Diego State University-California State University 1997 — 1999
Bachelor of Arts (B.A.), Political Science and Government
California State University-San Marcos 1996 — 1999
Andrea Goff & Associates March 1999 - Present
Pearce For Senate January 2006 - November 2008
Merrill Lynch January 1999 - March 2002
Skills
Political Campaigns, Grassroots Organizing, Politics, Political Consulting, Political Communication, Fundraising, Strategic Planning, GOTV, Coalitions, Budgets, Non-profits, Change Management, Public Policy, Business Strategy, Managerial Finance, NGP, Legislative Relations, Financial Analysis, Policy Analysis, Financial Reporting, Nonprofits, Strategic Communications, Volunteer Management, Entrepreneurship, Policy, Legislation, Government, Public Affairs, Grassroots
Education
San Diego State University-California State University 1997 — 1999
Bachelor of Arts (B.A.), Political Science and Government
California State University-San Marcos 1996 — 1999
Nikhil Gupte's Merrill Lynch Experience 1995 - 2000
Job Vice President
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2014 - Present
UBS February 2007 - May 2014
Xiotech 2005 - 2007
Egenera 2002 - 2005
Deutsche Bank 2001 - 2002
Totality Corporation 2000 - 2001
Merrill Lynch 1995 - 2000
JP Morgan 1996 - 1997
Insci Corp 1993 - 1995
Control Data Corporation 1990 - 1992
Skills
Virtualization, Unix, Disaster Recovery, Quality Assurance, Enterprise Architecture, Data Center, Cloud Computing, Leadership, Solution Architecture, Trading Systems, Vendor Management, ITIL, IT Strategy, SDLC, Integration, Infrastructure
Education
University of Pennsylvania 1992 — 1993
M.S., Computer Engineering
California State University-Hayward 1988 — 1990
B.S., Computer Information Systems
Hofstra University 1986 — 1988
Engineering
JPMorgan Chase & Co. May 2014 - Present
UBS February 2007 - May 2014
Xiotech 2005 - 2007
Egenera 2002 - 2005
Deutsche Bank 2001 - 2002
Totality Corporation 2000 - 2001
Merrill Lynch 1995 - 2000
JP Morgan 1996 - 1997
Insci Corp 1993 - 1995
Control Data Corporation 1990 - 1992
Skills
Virtualization, Unix, Disaster Recovery, Quality Assurance, Enterprise Architecture, Data Center, Cloud Computing, Leadership, Solution Architecture, Trading Systems, Vendor Management, ITIL, IT Strategy, SDLC, Integration, Infrastructure
Education
University of Pennsylvania 1992 — 1993
M.S., Computer Engineering
California State University-Hayward 1988 — 1990
B.S., Computer Information Systems
Hofstra University 1986 — 1988
Engineering
Armando Cruz's Merrill Lynch Experience March 2012 - May 2013
Job Financial Professional
Industry Financial Services
Experience
Robert W. Baird & Co. June 2014 - Present
McAdams Wright Ragen 2014 - June 2015
Merrill Lynch March 2012 - May 2013
Wells Fargo Advisors January 2007 - March 2012
Wells Fargo April 2004 - December 2006
Wells Fargo Investments December 2000 - March 2004
Wells Fargo Investments January 1997 - December 2000
Skills
Securities, Investments, Portfolio Management, Fixed Income, Equities, Asset Allocation, Series 7, Trading, Microsoft Excel, Bonds, Financial Markets, Financial Planning, Analysis, Wealth Management, Financial Analysis, Series 63, Finance, Retirement Planning, Risk Management, Options, Alternative Investments, Investment Management, Financial Services, Financial Reporting, Structured Products, Relationship Management, Series 65, ETFs, Wealth Management..., Financial Modeling, High Net Worth..., Bloomberg, Financial Accounting, Financial Advisory, Asset Management, Cash Management, Valuation, Mutual Funds, Banking, FINRA, Investment Advisory, Uniform Combined State..., Trading Systems, Investment Strategies, 401k, Retirement, Private Banking, Separately Managed..., Insurance, Fixed Annuities
Education
California State University-Bakersfield 1988 — 1993
B.S., Business Administration (Finance)
Robert W. Baird & Co. June 2014 - Present
McAdams Wright Ragen 2014 - June 2015
Merrill Lynch March 2012 - May 2013
Wells Fargo Advisors January 2007 - March 2012
Wells Fargo April 2004 - December 2006
Wells Fargo Investments December 2000 - March 2004
Wells Fargo Investments January 1997 - December 2000
Skills
Securities, Investments, Portfolio Management, Fixed Income, Equities, Asset Allocation, Series 7, Trading, Microsoft Excel, Bonds, Financial Markets, Financial Planning, Analysis, Wealth Management, Financial Analysis, Series 63, Finance, Retirement Planning, Risk Management, Options, Alternative Investments, Investment Management, Financial Services, Financial Reporting, Structured Products, Relationship Management, Series 65, ETFs, Wealth Management..., Financial Modeling, High Net Worth..., Bloomberg, Financial Accounting, Financial Advisory, Asset Management, Cash Management, Valuation, Mutual Funds, Banking, FINRA, Investment Advisory, Uniform Combined State..., Trading Systems, Investment Strategies, 401k, Retirement, Private Banking, Separately Managed..., Insurance, Fixed Annuities
Education
California State University-Bakersfield 1988 — 1993
B.S., Business Administration (Finance)
Spade Chan's Merrill Lynch Experience December 1996 - 1998
Job ING Financial Partners, Inc.
Industry Financial Services
Experience
ING Financial Partners November 2008 - Present
Ameriprise Financial February 2008 - October 2008
HSBC Securities (USA) September 2005 - February 2008
Morgan Stanley May 1998 - August 2005
Merrill Lynch December 1996 - 1998
ATR Systems, Inc 1990 - 1994
Everex Systems, Inc 1987 - 1990
Education
Texas A&M International University 1994 — 1995
MBA, International Banking
California State University-Dominguez Hills 1985 — 1987
BSC, Math & Computer Science
Carleton University 1981 — 1985
Engineering
ING Financial Partners November 2008 - Present
Ameriprise Financial February 2008 - October 2008
HSBC Securities (USA) September 2005 - February 2008
Morgan Stanley May 1998 - August 2005
Merrill Lynch December 1996 - 1998
ATR Systems, Inc 1990 - 1994
Everex Systems, Inc 1987 - 1990
Education
Texas A&M International University 1994 — 1995
MBA, International Banking
California State University-Dominguez Hills 1985 — 1987
BSC, Math & Computer Science
Carleton University 1981 — 1985
Engineering
Kevin Bezner's Merrill Lynch Experience 1993 - 1997
Job Director, Pharmaceutical and Biotech
Industry Biotechnology
Experience
Thermo Fisher Scientific February 2008 - Present
Amgen 2003 - 2008
Independent Consltant November 2002 - November 2003
Johnson & Johnson January 2001 - November 2002
Johnson & Johnson 1997 - 2002
Johnson & Johnson 1997 - 2002
Merrill Lynch 1993 - 1997
Skills
Biotechnology, Pharmaceutical Industry, Lifesciences, Commercialization, Oncology, Pharmaceutical Sales, Managed Care, Medical Devices, Cross-functional Team..., Biopharmaceuticals, Sales Management, New Business Development, Strategy, Management, Business Development, Sales Operations, Leadership, Life Sciences
Education
St. Mary's College Graduate School of Business 1995 — 1997
Master of Business Administration, International Business and Finance
CSU at Fresno 1991 — 1993
Bachelor of Science, Finance
California State University, Fresno 1991 — 1993
BS, Finance
Thermo Fisher Scientific February 2008 - Present
Amgen 2003 - 2008
Independent Consltant November 2002 - November 2003
Johnson & Johnson January 2001 - November 2002
Johnson & Johnson 1997 - 2002
Johnson & Johnson 1997 - 2002
Merrill Lynch 1993 - 1997
Skills
Biotechnology, Pharmaceutical Industry, Lifesciences, Commercialization, Oncology, Pharmaceutical Sales, Managed Care, Medical Devices, Cross-functional Team..., Biopharmaceuticals, Sales Management, New Business Development, Strategy, Management, Business Development, Sales Operations, Leadership, Life Sciences
Education
St. Mary's College Graduate School of Business 1995 — 1997
Master of Business Administration, International Business and Finance
CSU at Fresno 1991 — 1993
Bachelor of Science, Finance
California State University, Fresno 1991 — 1993
BS, Finance
Billy Chiu's Merrill Lynch Experience September 2005 - Present
Job Vice PresidentFinancial Advisor
Industry Financial Services
Experience
Merrill Lynch September 2005 - Present
US Army 1996 - 2000
Skills
Retirement Planning, Estate Planning, Wealth Management..., Strategic Financial..., Asset Managment, Series 7, Mutual Funds, Fixed Income, Asset Management, Life Insurance, Wealth Management, Finance, Uniform Combined State..., Series 63, 401k, Securities, Series 65, Asset Allocation, Portfolio Management, Investments, Alternative Investments, Long Term Care Insurance, Investment Advisory, Retirement, Financial Advisory, Financial Planning
Education
California State Polytechnic University-Pomona 2004 — 2005
Business Administration, Finance and Economics
Merrill Lynch September 2005 - Present
US Army 1996 - 2000
Skills
Retirement Planning, Estate Planning, Wealth Management..., Strategic Financial..., Asset Managment, Series 7, Mutual Funds, Fixed Income, Asset Management, Life Insurance, Wealth Management, Finance, Uniform Combined State..., Series 63, 401k, Securities, Series 65, Asset Allocation, Portfolio Management, Investments, Alternative Investments, Long Term Care Insurance, Investment Advisory, Retirement, Financial Advisory, Financial Planning
Education
California State Polytechnic University-Pomona 2004 — 2005
Business Administration, Finance and Economics
Rick Haro, MPA's Merrill Lynch Experience June 2008 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch June 2008 - Present
Wells Fargo Investments February 2007 - June 2008
Skills
Series 7, Wealth Management, Uniform Combined State..., Series 63, Portfolio Management, Mutual Funds, Investments, Asset Allocation, Investment Advisory, Retirement Planning, Banking, Investment Strategies, Fixed Income, Asset Managment, Securities, Equities, Alternative Investments
Education
California State University-Hayward 2005 — 2007
Master of Public Administration (M.P.A.), Public Management
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts (B.A.), Law and Society
Merrill Lynch June 2008 - Present
Wells Fargo Investments February 2007 - June 2008
Skills
Series 7, Wealth Management, Uniform Combined State..., Series 63, Portfolio Management, Mutual Funds, Investments, Asset Allocation, Investment Advisory, Retirement Planning, Banking, Investment Strategies, Fixed Income, Asset Managment, Securities, Equities, Alternative Investments
Education
California State University-Hayward 2005 — 2007
Master of Public Administration (M.P.A.), Public Management
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts (B.A.), Law and Society
Matt Verga's Merrill Lynch Experience 1999 - 2001
Job Territory Sales Manager at Hoya Vision Care
Industry Medical Devices
Experience
Hoya Vision Care June 2011 - Present
Junk King 2013 - 2013
Allergan Pharmaceuticals January 2007 - June 2011
Altana Pharma 2002 - 2007
Merrill Lynch 1999 - 2001
Skills
Pharmaceutical Sales, Capital Equipment, Cold Calling, Cardiology, Market Development, Medical Devices, Product Launch, Sales, Sales Effectiveness, Sales Force Development, Sales Operations, Selling, Selling Skills, Surgeons
Education
California State University-Chico 1986 — 1989
BS, Finance
West Valley College 1983 — 1986
AA, Business
Hoya Vision Care June 2011 - Present
Junk King 2013 - 2013
Allergan Pharmaceuticals January 2007 - June 2011
Altana Pharma 2002 - 2007
Merrill Lynch 1999 - 2001
Skills
Pharmaceutical Sales, Capital Equipment, Cold Calling, Cardiology, Market Development, Medical Devices, Product Launch, Sales, Sales Effectiveness, Sales Force Development, Sales Operations, Selling, Selling Skills, Surgeons
Education
California State University-Chico 1986 — 1989
BS, Finance
West Valley College 1983 — 1986
AA, Business
Michelle Ruan's Merrill Lynch Experience June 2006 - April 2008
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments January 2013 - June 2014
Merrill Edge July 2011 - December 2012
MetLife July 2008 - August 2010
Merrill Lynch June 2006 - April 2008
Chinatrust Bank April 2005 - May 2006
Skills
Retirement Planning, Client Relationships..., Business Development, Client Prospecting, Account Management, Problem Solving, Investment Strategies
Education
California State University-Fresno 2002 — 2004
BA, mathematics
Fidelity Investments January 2013 - June 2014
Merrill Edge July 2011 - December 2012
MetLife July 2008 - August 2010
Merrill Lynch June 2006 - April 2008
Chinatrust Bank April 2005 - May 2006
Skills
Retirement Planning, Client Relationships..., Business Development, Client Prospecting, Account Management, Problem Solving, Investment Strategies
Education
California State University-Fresno 2002 — 2004
BA, mathematics
Vincent Salinas's Merrill Lynch Experience September 2006 - February 2009
Job Vincent Salinas at Business Consultant's
Industry Financial Services
Experience
Business Consultant's August 2012 - Present
Chase Investment Services Corp. February 2010 - October 2011
AXA Equitable June 2009 - December 2009
Merrill Lynch September 2006 - February 2009
Citibank September 2000 - May 2006
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Investments, Asset Allocation, Equities, Fixed Income
Education
California State University-Bakersfield
Administration of Criminal Justice
College of the Sequoias
Associate's degree, Police Science
Business Consultant's August 2012 - Present
Chase Investment Services Corp. February 2010 - October 2011
AXA Equitable June 2009 - December 2009
Merrill Lynch September 2006 - February 2009
Citibank September 2000 - May 2006
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Investments, Asset Allocation, Equities, Fixed Income
Education
California State University-Bakersfield
Administration of Criminal Justice
College of the Sequoias
Associate's degree, Police Science
Edwin Kumar's Merrill Lynch Experience April 2007 - April 2008
Job hi
Industry Information Services
Experience
JPMorgan Chase October 2009 - Present
Merrill Lynch April 2007 - April 2008
Ameriprise Financial Services, Inc. February 2006 - April 2007
Skills
Microsoft Office, Market Research, Microsoft Excel, Customer Service, HTML, Microsoft SQL Server, JavaScript, Analysis, Microsoft Word, Business Analysis, SQL, PowerPoint
Education
California State University-Fresno 2002 — 2005
Bachelor of Science, Business Administration - Information Systems
JPMorgan Chase October 2009 - Present
Merrill Lynch April 2007 - April 2008
Ameriprise Financial Services, Inc. February 2006 - April 2007
Skills
Microsoft Office, Market Research, Microsoft Excel, Customer Service, HTML, Microsoft SQL Server, JavaScript, Analysis, Microsoft Word, Business Analysis, SQL, PowerPoint
Education
California State University-Fresno 2002 — 2005
Bachelor of Science, Business Administration - Information Systems
Allen McClelland's Merrill Lynch Experience January 1998 - August 2002
Job CFO at Timbersled Products, Inc.
Industry Accounting
Experience
Timbersled Products, Inc. January 2015 - Present
Washington Trust Bank January 2007 - January 2015
Wells Fargo June 2005 - January 2007
CUNA Mutual Group September 2002 - May 2005
Merrill Lynch January 1998 - August 2002
Skills
Management, Customer Service, Commercial Lending, Strategic Planning, Finance, Team Building, Leadership, Commercial Banking, Public Speaking, Loans
Education
California State University Stanislaus 1996 — 1999
BS, Finance
Timbersled Products, Inc. January 2015 - Present
Washington Trust Bank January 2007 - January 2015
Wells Fargo June 2005 - January 2007
CUNA Mutual Group September 2002 - May 2005
Merrill Lynch January 1998 - August 2002
Skills
Management, Customer Service, Commercial Lending, Strategic Planning, Finance, Team Building, Leadership, Commercial Banking, Public Speaking, Loans
Education
California State University Stanislaus 1996 — 1999
BS, Finance
Charles Chuck Jimerson's Merrill Lynch Experience December 1999 - November 2000
Job Distinguished Engineer at CA
Industry Computer Software
Experience
CA Technologies November 2000 - Present
Merrill Lynch December 1999 - November 2000
Skills
Application Servers, Agile Project Management, Cloud Computing, Enterprise Architecture, Systems Management, Application Performance..., Enterprise Software, Virtualization, Solution Architecture, SaaS, Identity Management, Security, IT Strategy, ITIL, Professional Services, Data Center, IT Service Management, Architecture, Service Management, SOA, System Deployment, Management, IT Operations
Education
California State University-Bakersfield
Computer Science
CA Technologies November 2000 - Present
Merrill Lynch December 1999 - November 2000
Skills
Application Servers, Agile Project Management, Cloud Computing, Enterprise Architecture, Systems Management, Application Performance..., Enterprise Software, Virtualization, Solution Architecture, SaaS, Identity Management, Security, IT Strategy, ITIL, Professional Services, Data Center, IT Service Management, Architecture, Service Management, SOA, System Deployment, Management, IT Operations
Education
California State University-Bakersfield
Computer Science
Jeff Ganje's Merrill Lynch Experience 2000 - 2004
Job Acquisitions & Dispositions
Industry Real Estate
Experience
Walton Group of Companies September 2015 - Present
Southland Pacific Properties 2008 - August 2015
Trammell Crow Residential 2006 - 2008
Taylor Woodrow Homes 2004 - 2006
Merrill Lynch 2000 - 2004
Texacali Properties 1995 - 2000
Centers Business Management (CBM) 1992 - 1995
Skills
Land Acquisition, Real Estate Development, Real Estate, Real Estate Economics, Disposition, Real Estate Transactions, Investment Properties, Entitlements, Property Management, Due Diligence, Residential Homes, Asset Managment, Leases, Contract Negotiation, Brokerage, Land Development, Valuation, Construction, Investments, Negotiation, Acquisitions, Apartments, Real Estate Financing, Investors, Private Equity, Real Estate Private..., Real Estate Acquisitions, Commercial Real Estate
Education
University of Southern California 2005 — 2009
Master of Public Administration (MPA), Planning and Development, 3.9 GPA
California State University-Hayward 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Cornell University 2012 — 2013
Post Graduate Certificate, Hotel Investments & Asset Management
Walton Group of Companies September 2015 - Present
Southland Pacific Properties 2008 - August 2015
Trammell Crow Residential 2006 - 2008
Taylor Woodrow Homes 2004 - 2006
Merrill Lynch 2000 - 2004
Texacali Properties 1995 - 2000
Centers Business Management (CBM) 1992 - 1995
Skills
Land Acquisition, Real Estate Development, Real Estate, Real Estate Economics, Disposition, Real Estate Transactions, Investment Properties, Entitlements, Property Management, Due Diligence, Residential Homes, Asset Managment, Leases, Contract Negotiation, Brokerage, Land Development, Valuation, Construction, Investments, Negotiation, Acquisitions, Apartments, Real Estate Financing, Investors, Private Equity, Real Estate Private..., Real Estate Acquisitions, Commercial Real Estate
Education
University of Southern California 2005 — 2009
Master of Public Administration (MPA), Planning and Development, 3.9 GPA
California State University-Hayward 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Cornell University 2012 — 2013
Post Graduate Certificate, Hotel Investments & Asset Management
Hubert (Carl) Crawford's Merrill Lynch Experience May 2009 - March 2011
Job Business Development Professional
Industry Financial Services
Experience
New York Life Insurance Company April 2013 - Present
Bank of America March 2011 - June 2012
Merrill Lynch May 2009 - March 2011
UBS Financial Services December 2005 - April 2009
Kayser-Roth Corporation February 1994 - June 2005
The Mennen Company September 1981 - December 1992
Skills
Series 7, Series 66, Life & Health Insurance..., Sales Management, Uniform Combined State..., Financial Analysis, Securities, Finance, Banking, Investments, CRM, Credit, Management, Small Business, Budgets, Series 63, Human Resources, Loans, Strategic Planning, Analysis, Life & Health Insurance..., Sales, Training, Account Management, Investment Strategies, Retail, Leadership, Financial Advisory, Start-ups, New Business Development, Business Development, Entrepreneurship, Marketing, Salesforce.com, Customer Retention, Accounting, Business Planning, Risk Management, Client Services, Building Relationships, Mutual Funds, Coaching, Business Strategy, Consulting, Portfolio Management, Team Building, Financial Services, Retirement Planning, Strategic Financial...
Education
California State Polytechnic University-Pomona
Bachelor of Science, Business Management, Marketing
New York Life Insurance Company April 2013 - Present
Bank of America March 2011 - June 2012
Merrill Lynch May 2009 - March 2011
UBS Financial Services December 2005 - April 2009
Kayser-Roth Corporation February 1994 - June 2005
The Mennen Company September 1981 - December 1992
Skills
Series 7, Series 66, Life & Health Insurance..., Sales Management, Uniform Combined State..., Financial Analysis, Securities, Finance, Banking, Investments, CRM, Credit, Management, Small Business, Budgets, Series 63, Human Resources, Loans, Strategic Planning, Analysis, Life & Health Insurance..., Sales, Training, Account Management, Investment Strategies, Retail, Leadership, Financial Advisory, Start-ups, New Business Development, Business Development, Entrepreneurship, Marketing, Salesforce.com, Customer Retention, Accounting, Business Planning, Risk Management, Client Services, Building Relationships, Mutual Funds, Coaching, Business Strategy, Consulting, Portfolio Management, Team Building, Financial Services, Retirement Planning, Strategic Financial...
Education
California State Polytechnic University-Pomona
Bachelor of Science, Business Management, Marketing
Patrick Parsa Vahid's Merrill Lynch Experience March 2012 - January 2013
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2012 - Present
Merrill Lynch March 2012 - January 2013
City of Costa Mesa January 2008 - August 2009
VA CONSULTING, INC August 2005 - January 2008
Skills
Trading, Asset Management, Asset Managment, Risk Management, Microsoft Excel, Portfolio Management, Financial Modeling, Technical Analysis, Hedging, Financial Markets, Strategic Financial..., Business Development, Commodity Markets, Investment Strategies, investment planning, Options Strategies
Education
Cal Poly Pomona
Civil Engineering, Engineering
AXA Advisors December 2012 - Present
Merrill Lynch March 2012 - January 2013
City of Costa Mesa January 2008 - August 2009
VA CONSULTING, INC August 2005 - January 2008
Skills
Trading, Asset Management, Asset Managment, Risk Management, Microsoft Excel, Portfolio Management, Financial Modeling, Technical Analysis, Hedging, Financial Markets, Strategic Financial..., Business Development, Commodity Markets, Investment Strategies, investment planning, Options Strategies
Education
Cal Poly Pomona
Civil Engineering, Engineering
Purdy Patrick's Merrill Lynch Experience September 1993 - February 1997
Job Director of Business Technology at West Metro Fire Rescue
Industry Public Safety
Experience
West Metro Fire Rescue May 2000 - Present
City of Littleton February 1997 - May 2000
Merrill Lynch September 1993 - February 1997
Skills
Customer Service, Wireless Mobility, PMP, IT Management, Government, CCNA, Disaster Response, Networking, ITIL, Program Management, Project Planning, Telemedicine, Project Management, Cross-functional Team..., Emergency Management, Cloud Computing, Security, Research, Leadership, Management, Business Analysis, Budgets, Information Technology, Strategic Planning, Integration, Strategy, Disaster Recovery, Telecommunications, Vendor Management, Team Building
Education
Villanova University 2015 — 2015
Master Certificate in Business Process Management - Healthcare, Business Process Management, Healthcare
Regis University 2008 — 2010
Masters of Science, Information Technology, 4.0
University of California, Davis 1988 — 1999
Bachelor of Applied Science (B.A.Sc.), Environmental Psychology
CSU Chico 1989 — 1991
Bachelor of Science, Environmental Pyschology, 3.75
West Metro Fire Rescue May 2000 - Present
City of Littleton February 1997 - May 2000
Merrill Lynch September 1993 - February 1997
Skills
Customer Service, Wireless Mobility, PMP, IT Management, Government, CCNA, Disaster Response, Networking, ITIL, Program Management, Project Planning, Telemedicine, Project Management, Cross-functional Team..., Emergency Management, Cloud Computing, Security, Research, Leadership, Management, Business Analysis, Budgets, Information Technology, Strategic Planning, Integration, Strategy, Disaster Recovery, Telecommunications, Vendor Management, Team Building
Education
Villanova University 2015 — 2015
Master Certificate in Business Process Management - Healthcare, Business Process Management, Healthcare
Regis University 2008 — 2010
Masters of Science, Information Technology, 4.0
University of California, Davis 1988 — 1999
Bachelor of Applied Science (B.A.Sc.), Environmental Psychology
CSU Chico 1989 — 1991
Bachelor of Science, Environmental Pyschology, 3.75
Rich Tang's Merrill Lynch Experience December 2000 - November 2005
Job Real Estate Brokers in California and Nevada, MBA, Financial Advisor, MultiMillion Dollar Producer
Industry Real Estate
Experience
Everrich Investment Group( LA), Vanguard Realty Group ( Las Vegas) January 1991 - Present
Merrill Lynch December 2000 - November 2005
PC Plus corporation March 1984 - November 2000
Skills
Investment Properties, Commercial Real Estate, Residential Homes, Real Estate Transactions, Investors, REO, Investments, Tenant, Management, Property, Real Estate, Rentals, Finance
Education
California State University Stanislaus 1982 — 1983
MBA, Finance
Everrich Investment Group( LA), Vanguard Realty Group ( Las Vegas) January 1991 - Present
Merrill Lynch December 2000 - November 2005
PC Plus corporation March 1984 - November 2000
Skills
Investment Properties, Commercial Real Estate, Residential Homes, Real Estate Transactions, Investors, REO, Investments, Tenant, Management, Property, Real Estate, Rentals, Finance
Education
California State University Stanislaus 1982 — 1983
MBA, Finance
Scott A. Stanley, CIMA's Merrill Lynch Experience April 2005 - June 2009
Job Vice President
Industry Financial Services
Experience
Nuveen Investments February 2010 - Present
Merrill Lynch April 2005 - June 2009
Merrill Lynch June 1994 - April 2005
Skills
Alternative Investments, Mutual Funds, Series 7, Strategic Financial..., Wealth Management
Education
University of California, Berkeley, Haas School of Business 2005 — 2006
Certificate Program
California State University-Bakersfield
BA, Economics / Finance
Bakersfield High School
Nuveen Investments February 2010 - Present
Merrill Lynch April 2005 - June 2009
Merrill Lynch June 1994 - April 2005
Skills
Alternative Investments, Mutual Funds, Series 7, Strategic Financial..., Wealth Management
Education
University of California, Berkeley, Haas School of Business 2005 — 2006
Certificate Program
California State University-Bakersfield
BA, Economics / Finance
Bakersfield High School
Beverly Carr's Merrill Lynch Experience 1992 - 1995
Job Executive Assistant at Donald E Axinn
Industry Writing and Editing
Experience
Donald E Axinn 2000 - Present
KHQ January 1995 - March 1999
Merrill Lynch 1992 - 1995
WDSU 1986 - 1992
Education
California State University-Bakersfield 1972 — 1975
Journalism
Donald E Axinn 2000 - Present
KHQ January 1995 - March 1999
Merrill Lynch 1992 - 1995
WDSU 1986 - 1992
Education
California State University-Bakersfield 1972 — 1975
Journalism
Joseph Audelo's Merrill Lynch Experience October 2003 - February 2006
Job Vice PresidentPrincipal Business Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2008 - Present
Bank of the Sierra February 2006 - December 2007
Merrill Lynch October 2003 - February 2006
Union Bank February 2000 - October 2003
Skills
Commercial Banking, Credit, Loans, Small Business Lending, Commercial Lending, Mortgage Lending, Loan Origination, Retail Banking, Cross Selling, Credit Analysis, Consumer Lending, Lines Of Credit, Portfolio Management, Commercial Mortgages, Banking
Education
California State University, Fresno 1977 — 1979
Bachelor of Science, Business Administration/Marketing
Wells Fargo Bank January 2008 - Present
Bank of the Sierra February 2006 - December 2007
Merrill Lynch October 2003 - February 2006
Union Bank February 2000 - October 2003
Skills
Commercial Banking, Credit, Loans, Small Business Lending, Commercial Lending, Mortgage Lending, Loan Origination, Retail Banking, Cross Selling, Credit Analysis, Consumer Lending, Lines Of Credit, Portfolio Management, Commercial Mortgages, Banking
Education
California State University, Fresno 1977 — 1979
Bachelor of Science, Business Administration/Marketing
Allen Shui's Merrill Lynch Experience July 2002 - October 2007
Job Freelance Consultant / Technical Writer
Industry Information Technology and Services
Experience
Certified Freelance Professionals January 2011 - Present
Standard Travel October 2009 - February 2011
Contango Capital Advisors October 2007 - October 2009
Merrill Lynch July 2002 - October 2007
Merrill Lynch September 1999 - June 2002
Merrill Lynch September 1996 - August 1999
Skills
SAP R/3, Salesforce.com, Financial Management, Retirement Planning, Investment Advisory, Computer Hardware, Windows, Linux, Managerial Finance, Management, Business Development, Business Planning, Portfolio Management, Investments, Business Analysis
Education
College for Financial Planning 2006 — 2007
CRPC, Retirement Planning
Kaplan University 2002 — 2003
CFM, Financial Management
California State Polytechnic University-Pomona 1995 — 2002
BS, International Business & Marketing
Certified Freelance Professionals January 2011 - Present
Standard Travel October 2009 - February 2011
Contango Capital Advisors October 2007 - October 2009
Merrill Lynch July 2002 - October 2007
Merrill Lynch September 1999 - June 2002
Merrill Lynch September 1996 - August 1999
Skills
SAP R/3, Salesforce.com, Financial Management, Retirement Planning, Investment Advisory, Computer Hardware, Windows, Linux, Managerial Finance, Management, Business Development, Business Planning, Portfolio Management, Investments, Business Analysis
Education
College for Financial Planning 2006 — 2007
CRPC, Retirement Planning
Kaplan University 2002 — 2003
CFM, Financial Management
California State Polytechnic University-Pomona 1995 — 2002
BS, International Business & Marketing
Eric Franz's Merrill Lynch Experience August 2009 - May 2012
Job Financial Advisor, UBS Financial Services Inc. Ladner Franz Group
Industry Investment Management
Experience
UBS Financial Services Inc. May 2012 - Present
Merrill Lynch August 2009 - May 2012
K. Hovnanian Homes July 2008 - July 2009
Arizona Village Communities September 2007 - May 2008
Richmond American Homes July 2006 - September 2007
Lennar November 1996 - July 2006
UDC Homes June 1988 - November 1996
Education
California State University-Dominguez Hills 1984 — 1987
Bachelor of Science Business Administration, Accounting
UBS Financial Services Inc. May 2012 - Present
Merrill Lynch August 2009 - May 2012
K. Hovnanian Homes July 2008 - July 2009
Arizona Village Communities September 2007 - May 2008
Richmond American Homes July 2006 - September 2007
Lennar November 1996 - July 2006
UDC Homes June 1988 - November 1996
Education
California State University-Dominguez Hills 1984 — 1987
Bachelor of Science Business Administration, Accounting
Faye Tsao's Merrill Lynch Experience February 1998 - October 1998
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
PanComm October 2005 - Present
Soligent June 2013 - January 2014
Starbiz International September 2003 - January 2005
McKinsey & Company April 1999 - October 2001
International career center November 1998 - April 1999
Merrill Lynch February 1998 - October 1998
McKinsey & Company October 1996 - January 1998
Vicorp Interactive February 1996 - September 1996
SmartPhone Communications Inc November 1994 - January 1996
Skills
Microsoft SQL Server, Visio, Oracle, Databases, PL/SQL, SDLC, XML, SQL, Integration, Web Applications, Data Warehousing, Java, Database Design
Education
California State University-East Bay 1990 — 1992
B.S, Computer Science
PanComm October 2005 - Present
Soligent June 2013 - January 2014
Starbiz International September 2003 - January 2005
McKinsey & Company April 1999 - October 2001
International career center November 1998 - April 1999
Merrill Lynch February 1998 - October 1998
McKinsey & Company October 1996 - January 1998
Vicorp Interactive February 1996 - September 1996
SmartPhone Communications Inc November 1994 - January 1996
Skills
Microsoft SQL Server, Visio, Oracle, Databases, PL/SQL, SDLC, XML, SQL, Integration, Web Applications, Data Warehousing, Java, Database Design
Education
California State University-East Bay 1990 — 1992
B.S, Computer Science
Antonio Bestard's Merrill Lynch Experience October 2010 - October 2012
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2012 - Present
Merrill Lynch October 2010 - October 2012
Morgan Stanley Smith Barney March 2010 - October 2010
Berkeley Capital Advisors September 2009 - February 2010
Berkeley Capital September 2009 - February 2010
2008-2009 Independent Contractor October 2007 - June 2009
Enterprise Rent-A-Car August 2004 - October 2007
2004-2007Enterprise Rent-A-Car August 2004 - October 2007
MOASC October 2002 - August 2004
Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Insurance, Capital Markets, Loans, Public Speaking, New Business Development, Operations Management, Team Building, Series 7, Marketing, Management, Finance, Mutual Funds, Retirement Planning, Sales, Customer Service, Strategic Planning
Education
California State Polytechnic University-Pomona 1998 — 2003
BA, History
2009Cal Poly
BA, History
Morgan Stanley December 2012 - Present
Merrill Lynch October 2010 - October 2012
Morgan Stanley Smith Barney March 2010 - October 2010
Berkeley Capital Advisors September 2009 - February 2010
Berkeley Capital September 2009 - February 2010
2008-2009 Independent Contractor October 2007 - June 2009
Enterprise Rent-A-Car August 2004 - October 2007
2004-2007Enterprise Rent-A-Car August 2004 - October 2007
MOASC October 2002 - August 2004
Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Insurance, Capital Markets, Loans, Public Speaking, New Business Development, Operations Management, Team Building, Series 7, Marketing, Management, Finance, Mutual Funds, Retirement Planning, Sales, Customer Service, Strategic Planning
Education
California State Polytechnic University-Pomona 1998 — 2003
BA, History
2009Cal Poly
BA, History
Joshua Tyrell's Merrill Lynch Experience May 2009 - Present
Job Financial Planner
Industry Capital Markets
Experience
Merrill Lynch May 2009 - Present
CHTS August 2003 - January 2005
Sky's The Limit CHTS April 2003 - January 2005
Education
California State University San Marcos 2005 — 2009
Communications, Business Development and Corporate Communications
Merrill Lynch May 2009 - Present
CHTS August 2003 - January 2005
Sky's The Limit CHTS April 2003 - January 2005
Education
California State University San Marcos 2005 — 2009
Communications, Business Development and Corporate Communications
Keith Bettencourt's Merrill Lynch Experience 1986 - 1990
Job
Industry Pharmaceuticals
Experience
ADP 2010 - 2012
Tyco International 1992 - 2009
Merrill Lynch 1986 - 1990
Education
California State University-Fresno
Bachelor of Science (BS), Finance and Financial Management Services
ADP 2010 - 2012
Tyco International 1992 - 2009
Merrill Lynch 1986 - 1990
Education
California State University-Fresno
Bachelor of Science (BS), Finance and Financial Management Services
Derek Nan's Merrill Lynch Experience September 2007 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2007 - Present
Skills
Series 7, Portfolio Management, Investments, Wealth Management, Retirement Planning, Bonds, Options, Retirement, Trading, Mortgage Lending, Uniform Combined State..., Investment Advisory, Financial Services, Asset Allocation, Risk Management, Alternative Investments, Asset Management, Mutual Funds, Fixed Income, Equities, Derivatives, Securities, Relationship Management, 401k, Investment Strategies, Strategic Financial..., Wealth Management..., ETFs, Investment Management, Financial Advisory, High Net Worth..., 529 Plans, Pensions, 401k Rollovers, Finance, Customer Service, Financial Analysis, Small Business
Education
California State University Stanislaus 2005 — 2007
Bachelor's degree, Economics
Merrill Lynch September 2007 - Present
Skills
Series 7, Portfolio Management, Investments, Wealth Management, Retirement Planning, Bonds, Options, Retirement, Trading, Mortgage Lending, Uniform Combined State..., Investment Advisory, Financial Services, Asset Allocation, Risk Management, Alternative Investments, Asset Management, Mutual Funds, Fixed Income, Equities, Derivatives, Securities, Relationship Management, 401k, Investment Strategies, Strategic Financial..., Wealth Management..., ETFs, Investment Management, Financial Advisory, High Net Worth..., 529 Plans, Pensions, 401k Rollovers, Finance, Customer Service, Financial Analysis, Small Business
Education
California State University Stanislaus 2005 — 2007
Bachelor's degree, Economics
Vanessa Fitzgerald's Merrill Lynch Experience August 2006 - December 2006
Job Office Manager
Industry Construction
Experience
Jackson and Foster Heating and Air Conditioning August 2009 - Present
County of San Diego- Parks and Recreations Department July 2005 - August 2009
Merrill Lynch August 2006 - December 2006
Old Navy August 2003 - July 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows
Education
UCSD 2010 — 2012
Professional Certification, Human Resource Management
Cal State San Marcos 2007 — 2009
Bachelor of Science, Business Administration; Marketing, 3.9
Grossmont Community College 2005 — 2007
Associates, General Education, 3.6
Chet Harritt
Jackson and Foster Heating and Air Conditioning August 2009 - Present
County of San Diego- Parks and Recreations Department July 2005 - August 2009
Merrill Lynch August 2006 - December 2006
Old Navy August 2003 - July 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows
Education
UCSD 2010 — 2012
Professional Certification, Human Resource Management
Cal State San Marcos 2007 — 2009
Bachelor of Science, Business Administration; Marketing, 3.9
Grossmont Community College 2005 — 2007
Associates, General Education, 3.6
Chet Harritt
David Nahm's Merrill Lynch Experience September 2011 - Present
Job Registered Representative at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
Morgan Stanley Smith Barney September 2001 - October 2011
Skills
Mutual Funds, Series 7, Retirement Planning, Series 63, Wealth Management
Education
California State University-East Bay
Speech Pathology and Audiology
Merrill Lynch September 2011 - Present
Morgan Stanley Smith Barney September 2001 - October 2011
Skills
Mutual Funds, Series 7, Retirement Planning, Series 63, Wealth Management
Education
California State University-East Bay
Speech Pathology and Audiology
Norene Kelly's Merrill Lynch Experience 1986 - 2011
Job Administrative Assistant
Industry Financial Services
Experience
City of Mission Viejo December 2012 - Present
Bank of America 1986 - 2011
Merrill Lynch 1986 - 2011
Coast Savings January 1981 - June 1986
Robinson's Flowers 1978 - 1981
Skills
Administrative Support, Strong Organizational..., Event Planning, Calendar Management, Travel Management, Word, Excel, Outlook, HR Processing, Accounts Payable..., Strong Interpersonal..., Administration, Calendaring, Accounts Payable, Administrative..., Human Resources, Management, Microsoft Word, Banking, Microsoft Excel
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Home Economics with emphasis on Business
California State University-Los Angeles
Teaching Credential, Education
City of Mission Viejo December 2012 - Present
Bank of America 1986 - 2011
Merrill Lynch 1986 - 2011
Coast Savings January 1981 - June 1986
Robinson's Flowers 1978 - 1981
Skills
Administrative Support, Strong Organizational..., Event Planning, Calendar Management, Travel Management, Word, Excel, Outlook, HR Processing, Accounts Payable..., Strong Interpersonal..., Administration, Calendaring, Accounts Payable, Administrative..., Human Resources, Management, Microsoft Word, Banking, Microsoft Excel
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Home Economics with emphasis on Business
California State University-Los Angeles
Teaching Credential, Education
Dave Strade's Merrill Lynch Experience 2009 - 2012
Job Private Banking Relationship Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank April 2013 - Present
Chase Investment Services September 2012 - March 2013
Merrill Lynch 2009 - 2012
Bank of America January 2008 - April 2009
Bank of America December 2001 - October 2006
Skills
Long-term Customer..., Sales and Portfolio..., Financial Analysis, Investment Strategies, Mortgage Lending, Business Products and..., Building Business..., Portfolio Management, Banking, Commercial Banking, Finance, Corporate Finance, Private Banking, Credit, Credit Analysis, Wealth Management, Small Business Lending, Financial Advisory, Series 7, Investments, Loans, Management, Relationship Management
Education
California State University-Stanislaus
Bachelor's degree, Business Administration and Management, General, Magna cum Laude
U.S. Bank April 2013 - Present
Chase Investment Services September 2012 - March 2013
Merrill Lynch 2009 - 2012
Bank of America January 2008 - April 2009
Bank of America December 2001 - October 2006
Skills
Long-term Customer..., Sales and Portfolio..., Financial Analysis, Investment Strategies, Mortgage Lending, Business Products and..., Building Business..., Portfolio Management, Banking, Commercial Banking, Finance, Corporate Finance, Private Banking, Credit, Credit Analysis, Wealth Management, Small Business Lending, Financial Advisory, Series 7, Investments, Loans, Management, Relationship Management
Education
California State University-Stanislaus
Bachelor's degree, Business Administration and Management, General, Magna cum Laude
JUHO KIM's Merrill Lynch Experience March 2011 - Present
Job Investment banking
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
Charles Schwab July 2008 - January 2011
TD Ameritrade October 2004 - March 2007
Skills
Foreign Languages, Securities
Education
California State University-Bakersfield 2010 — 2012
Master's degree, Secondary Education and Teaching
Weber State University 1992 — 1997
Bachelor's degree, Marketing
Merrill Lynch March 2011 - Present
Charles Schwab July 2008 - January 2011
TD Ameritrade October 2004 - March 2007
Skills
Foreign Languages, Securities
Education
California State University-Bakersfield 2010 — 2012
Master's degree, Secondary Education and Teaching
Weber State University 1992 — 1997
Bachelor's degree, Marketing
Amy Hung's Merrill Lynch Experience November 2014 - Present
Job Student at California State Polytechnic UniversityPomona
Industry Apparel & Fashion
Experience
Merrill Lynch November 2014 - Present
Ampac Customs Service July 2005 - Present
Mighty Fine Inc. January 2013 - March 2013
Payless ShoeSource May 2011 - February 2012
Hot Topic September 2008 - January 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Teamwork, Research, Social Media, Public Speaking, Windows, AutoCAD, HTML, Event Planning, Time Management, Outlook
Education
Cal Poly Pomona 2006 — 2013
Bachelor of Science (BS), Apparel and Textile Marketing Management
Merrill Lynch November 2014 - Present
Ampac Customs Service July 2005 - Present
Mighty Fine Inc. January 2013 - March 2013
Payless ShoeSource May 2011 - February 2012
Hot Topic September 2008 - January 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Teamwork, Research, Social Media, Public Speaking, Windows, AutoCAD, HTML, Event Planning, Time Management, Outlook
Education
Cal Poly Pomona 2006 — 2013
Bachelor of Science (BS), Apparel and Textile Marketing Management
Malcolm Matheson's Merrill Lynch Experience 1985 - 1987
Job
Industry Farming
Experience
Calavo Growers October 1990 - Present
PaineWebber 1988 - 1989
Merrill Lynch 1985 - 1987
Skills
Grower relations for..., Own and manage 10 acre...
Education
Cal Poly Pomona 1974 — 1981
Bachelor of Science (BS), Agricultural Business and Management
Calavo Growers October 1990 - Present
PaineWebber 1988 - 1989
Merrill Lynch 1985 - 1987
Skills
Grower relations for..., Own and manage 10 acre...
Education
Cal Poly Pomona 1974 — 1981
Bachelor of Science (BS), Agricultural Business and Management
Megan Holterhoff's Merrill Lynch Experience June 2013 - August 2013
Job Professional Recruiter at Insight Global
Industry Staffing and Recruiting
Experience
Insight Global June 2015 - Present
Insight Global June 2014 - May 2015
Merrill Lynch June 2013 - August 2013
The Dailey Method July 2011 - August 2012
Skills
Event Planning, Community Outreach, Time Management, Social Media, Public Speaking, Fundraising, PowerPoint, Facebook, Social Networking, Microsoft Word, Customer Service, Childcare, Microsoft Office, Volunteer Management
Education
California State University-Chico 2009 — 2014
Bachelor of Arts (B.A.), Psychology
Insight Global June 2015 - Present
Insight Global June 2014 - May 2015
Merrill Lynch June 2013 - August 2013
The Dailey Method July 2011 - August 2012
Skills
Event Planning, Community Outreach, Time Management, Social Media, Public Speaking, Fundraising, PowerPoint, Facebook, Social Networking, Microsoft Word, Customer Service, Childcare, Microsoft Office, Volunteer Management
Education
California State University-Chico 2009 — 2014
Bachelor of Arts (B.A.), Psychology
Nick Gomez's Merrill Lynch Experience August 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
JPMorgan Chase April 2010 - July 2011
U.S. Bank September 2007 - April 2010
Skills
Commercial Lending, Mortgage Lending, Mortgage Banking, Commercial Banking, Mutual Funds, Retirement Planning, 401k Rollovers, Managed Money, Variable Annuities, Structured Products, Defined Contribution, Wealth Management
Education
California State University-Hayward 1999 — 2003
Bachelor of Science (B.S.), Business Administration/Marketing Management
AHS
Merrill Lynch August 2011 - Present
JPMorgan Chase April 2010 - July 2011
U.S. Bank September 2007 - April 2010
Skills
Commercial Lending, Mortgage Lending, Mortgage Banking, Commercial Banking, Mutual Funds, Retirement Planning, 401k Rollovers, Managed Money, Variable Annuities, Structured Products, Defined Contribution, Wealth Management
Education
California State University-Hayward 1999 — 2003
Bachelor of Science (B.S.), Business Administration/Marketing Management
AHS
Randall Jalli's Merrill Lynch Experience October 1987 - Present
Job Senior Vice President, InvestmentsFinancial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 1987 - Present
Skills
Equities, Wealth Management, Capital Markets, Fixed Income
Education
CSU Chico
Bachelor of Science (BS)
Golden State University
Master of Business Administration (MBA)
Merrill Lynch October 1987 - Present
Skills
Equities, Wealth Management, Capital Markets, Fixed Income
Education
CSU Chico
Bachelor of Science (BS)
Golden State University
Master of Business Administration (MBA)
Jake Bailey's Merrill Lynch Experience 2009 - 2010
Job Real Estate Development at Nevada HAND
Industry Real Estate
Experience
Marcus & Millichap May 2010 - June 2013
Merrill Lynch 2009 - 2010
JEVED Management 2007 - 2008
Skills
Commercial Real Estate, Real Estate Economics, Real Estate Transactions, Real Estate Financing, Real Estate License, Financial Analysis, Underwriting, Financial Modeling, Microsoft Office, Microsoft Excel, Microsoft Word, Contract Negotiation, Apartments, Investment Properties
Education
California State Polytechnic University-Pomona 2005 — 2010
Bachelor of Sciences, Finance, Real Estate & Law
Marcus & Millichap May 2010 - June 2013
Merrill Lynch 2009 - 2010
JEVED Management 2007 - 2008
Skills
Commercial Real Estate, Real Estate Economics, Real Estate Transactions, Real Estate Financing, Real Estate License, Financial Analysis, Underwriting, Financial Modeling, Microsoft Office, Microsoft Excel, Microsoft Word, Contract Negotiation, Apartments, Investment Properties
Education
California State Polytechnic University-Pomona 2005 — 2010
Bachelor of Sciences, Finance, Real Estate & Law
Dustin Callahan's Merrill Lynch Experience July 2014 - December 2014
Job Account Executive at RealEC Technologies
Industry Financial Services
Experience
RealEC Technologies December 2014 - Present
Merrill Lynch July 2014 - December 2014
Union Bank November 2012 - June 2014
Wells Fargo April 2010 - November 2012
Wells Fargo September 2006 - April 2010
Skills
Finance, Credit, Customer Service, Organizational..., Optimization, Management, Team Leadership, Sales, Analysis, Operational Streamlining, Applied Mathematics, Strategic Planning, Strategic Communications, Microsoft Office, Commercial Banking, Retail Banking
Education
California State University San Marcos 2006 — 2011
Bachelor of Arts (B.A.), Communications
Investment Licenses
Bachelor of Science (B.S.), Communication, General
RealEC Technologies December 2014 - Present
Merrill Lynch July 2014 - December 2014
Union Bank November 2012 - June 2014
Wells Fargo April 2010 - November 2012
Wells Fargo September 2006 - April 2010
Skills
Finance, Credit, Customer Service, Organizational..., Optimization, Management, Team Leadership, Sales, Analysis, Operational Streamlining, Applied Mathematics, Strategic Planning, Strategic Communications, Microsoft Office, Commercial Banking, Retail Banking
Education
California State University San Marcos 2006 — 2011
Bachelor of Arts (B.A.), Communications
Investment Licenses
Bachelor of Science (B.S.), Communication, General
Vivi Lee's Merrill Lynch Experience December 2014 - Present
Job Client Associate at Merrill Lynch
Industry Banking
Experience
Merrill Lynch December 2014 - Present
Bank of America September 2011 - Present
Bank of America August 2009 - Present
Southern California Edison (SCE) June 2011 - September 2011
Bank of America October 2007 - August 2009
Skills
Banks Knowledge (10-key..., Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Sales, Retail Banking, Financial Analysis, Finance, Time Management, Microsoft Office, Banking, Teamwork, Social Networking, Analysis, Social Media
Education
California State University, Los Angeles - College of Business and Economics 2009 — 2014
Bachelor of Science, Finance / Economics
San Gabriel High School 2006 — 2009
High School Diploma
Merrill Lynch December 2014 - Present
Bank of America September 2011 - Present
Bank of America August 2009 - Present
Southern California Edison (SCE) June 2011 - September 2011
Bank of America October 2007 - August 2009
Skills
Banks Knowledge (10-key..., Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Sales, Retail Banking, Financial Analysis, Finance, Time Management, Microsoft Office, Banking, Teamwork, Social Networking, Analysis, Social Media
Education
California State University, Los Angeles - College of Business and Economics 2009 — 2014
Bachelor of Science, Finance / Economics
San Gabriel High School 2006 — 2009
High School Diploma
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank