Merrill Lynch

Industry: Banking company

Description

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

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

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

Merrill Lynch Employees

Employee
Years
Job
Industry
Andrae Miller Andrae Miller Newport Beach, California Details
Andrae Miller's Merrill Lynch Experience 2011 - 2013
Job Financial Advisor at Select Planning Group Inc.
Industry Financial Services
Experience
Select Planning Group Inc.   January 2015 - Present
Tax & Financial Group  October 2013 - December 2014
Merrill Lynch   2011 - 2013
Daymon Worldwide  2008 - 2011

Skills
Management, Strategic Planning, Investments, Insurance, Forecasting, Data Analysis, Customer Service, Microsoft Office, Microsoft Excel, Real Estate, Competitive Analysis, Cross-functional Team..., Business Analysis, Process Improvement, Strategy, Business Development, Analysis, Leadership, Sales, Sales Management, CRM, Business Planning

Education
California State University-Fullerton
Bachelor of Arts (BA), Business Administration and Management, General

Jeremy Keller, AAMS® Jeremy Keller, AAMS® Las Vegas, Nevada Details
Jeremy Keller, AAMS®'s Merrill Lynch Experience September 2008 - February 2009
Job Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   September 2014 - Present
UBS Financial Services, Inc.   July 2010 - September 2014
UBS Financial Services, Inc.   November 2009 - August 2010
UBS Financial Services, Inc.   July 2009 - November 2009
Waddell & Reed  March 2009 - May 2009
Merrill Lynch   September 2008 - February 2009

Education
University of Nevada-Las Vegas   2011 — 2012
Masters in Business Administration, Finance

California State University-Long Beach - College of Business Administration   2003 — 2008
Bachelor of Science, Finance, Bachelor of Science, Marketing

Palo Verde High School   1999 — 2003

Bob McClure Bob McClure Greater Los Angeles Area Details
Bob McClure's Merrill Lynch Experience October 1989 - December 1997
Job Owner, McClure Investment Management, LLC
Industry Investment Management
Experience
McClure Investment Management, LLC   April 2001 - Present
Cal Poly Pomona  June 2006 - Present
Sutro & Company  December 1997 - April 2001
Merrill Lynch   October 1989 - December 1997

Skills
Investments, Portfolio Management, Asset Allocation, Financial Modeling, Corporate Finance, Valuation, Asset Management, Strategic Financial..., Mutual Funds, Investment Advisory, Financial Markets, Risk Management, Strategic Planning, Due Diligence, Public Speaking, Financial Economics, Asset Managment, Quantitative Analytics, Budgets, Analysis, Microsoft Excel, Fixed Income, Plannning, Data Analysis, Financial Advisory, Business Strategy, Financial Reporting, Research, Money Management, Financial Services, Teaching, Registered Investment..., Investment Advisory..., Professors, Stock Picking, Municipal Bonds, Investment Strategies

Education
University of Southern California - Marshall School of Business   1996 — 1999
MBA in Finance

University of Southern California - Thornton School of Music   1986 — 1988
MM, Music Performance, Horn

California State University-Fullerton   1980 — 1984
BA, Economics

Glendora High School   1977 — 1980

Matthew Nordeman Matthew Nordeman Orange County, California Area Details
Matthew Nordeman's Merrill Lynch Experience January 2010 - June 2010
Job Relationship Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank   June 2015 - Present
U.S. Bank   April 2014 - Present
CSUF Mihaylo College of Business and Economics  September 2013 - December 2013
CSUF MBA Association   January 2013 - December 2013
TAIT & Associates, Inc   March 2012 - August 2012
Merrill Lynch   January 2010 - June 2010
John Laing Homes  2007 - 2009

Skills
Leadership, Management, PowerPoint, Microsoft Excel, Economics, Public Speaking, Social Media Marketing, Customer Service, Financial Analysis, Microsoft Office, Forecasting, Market Research, Budgets, Credit Analysis, Strategic Planning, Microsoft Word, Strategy, Marketing

Education
California State University-Fullerton   2012 — 2013
Master of Business Administration (MBA), Management

California State University-Fullerton
Bachelor of Arts (B.A.), Economics

Kelvin Le Kelvin Le New York, New York Details
Kelvin Le's Merrill Lynch Experience June 2008 - May 2009
Job Associate at Sullivan & Cromwell LLP
Industry Law Practice
Experience
Sullivan & Cromwell LLP  September 2014 - Present
Sullivan & Cromwell LLP  May 2013 - August 2013
Warner Bros. Entertainment Group of Companies  July 2012 - August 2012
Mitchell Silberberg & Knupp LLP  May 2012 - July 2012
Merrill Lynch   June 2008 - May 2009

Education
Harvard Law School
J.D.

California State University-Long Beach
B.A., Economics

Matthew DeWeese CFP® Matthew DeWeese CFP® Orange County, California Area Details
Matthew DeWeese CFP®'s Merrill Lynch Experience March 1990 - February 1997
Job "Advisor For Life" to successful families
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   June 2003 - Present
UBS  February 1997 - June 2003
Merrill Lynch   March 1990 - February 1997

Skills
Investments, Mutual Funds, Alternative Investments, Strategic Financial..., Financial Advisory, Securities, Retirement, Finance, Management, Series 7, Customer Acquisition, Fixed Annuities, Retirement Income..., Estate and Legacy..., Extensive knowledge of..., Wealth Management, Retirement Planning, Asset Allocation, Estate Planning, Asset Management, Series 63

Education
California State University-Long Beach   1975 — 1978
Bachelor of Science in Business Administration, Management

University of California, Irvine   1972 — 1974
Humanities

Marco Cisneros Marco Cisneros Greater Los Angeles Area Details
Marco Cisneros's Merrill Lynch Experience November 2006 - August 2014
Job Financial Advisor | Senior Vice PresidentInvestments, Barr Cisneros Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  August 2014 - Present
Merrill Lynch   November 2006 - August 2014

Skills
Asset Allocation, Investment Strategies, Financial Advisory, Financial Services, Insurance, Multigenerational..., Securities, Tax-Efficient Strategies, 401k Rollovers, Risk Management, Business-Succession...

Education
California State University-Long Beach
Finance, Real Estate and Law, Finance and Financial Management Services

Tyler Ondatje Tyler Ondatje Orange County, California Area Details
Tyler Ondatje's Merrill Lynch Experience May 2014 - August 2014
Job Financial Advisor at Wilson Financial Advisors
Industry Financial Services
Experience
Ameritas  October 2014 - Present
Wilson Financial Advisors   September 2014 - Present
Merrill Lynch   May 2014 - August 2014
DMT Distributors LLC   January 2014 - July 2014
Lam & Associates LLC  September 2013 - January 2014

Skills
Sales, Hospitality, Leadership, Investments, Financial Analysis, Success Driven, Financial Accounting, Public Speaking, Statistics, Stock Trading, Professional..., Professional Writing, Market Research, Finance, Multi Tasking, 401k, Creative Real Estate..., Strategic Financial..., Organizational..., Computer Proficiency, Personal Finance, Retirement Planning, Wealth Management, Customer Service, Financial Planning, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management

Education
California State University-Fullerton   2012 — 2014
Bachelor‛s degree, Business Administration (Finance)

Mount San Antonio College   2009 — 2012

Dulguun Batjargal Dulguun Batjargal Greater Los Angeles Area Details
Dulguun Batjargal's Merrill Lynch Experience October 2012 - April 2014
Job Broker at #1 Realty in the US
Industry Real Estate
Experience
Keller Williams Realty, Inc  May 2014 - Present
Merrill Lynch   October 2012 - April 2014
UBS Financial Services Inc.  April 2008 - January 2014

Skills
Investments, Banking, Financial Analysis, Strategic Financial..., Investment Banking, Portfolio Management, Strategic Planning, Financial Modeling, Business Planning, Financial Planning, Corporate Finance, Negotiation, Microsoft Office, Series 7, Insurance, Customer Service, Equities, Risk Management, Series 66, California Health and..., California Notary Public, Real Estate Investment

Education
California State University-Long Beach - College of Business Administration   2004 — 2007
BS, Finance Real Estate and Law

Jeff Rosenzweig Jeff Rosenzweig Greater Los Angeles Area Details
Jeff Rosenzweig's Merrill Lynch Experience March 2000 - Present
Job Vice President and Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2000 - Present
Hilton Worldwide  May 1999 - March 2000
Disneyland Resort  September 1994 - March 2000

Skills
Retirement Planning, Retirement, Investment Strategies, Portfolio Management, Wealth Management, Mutual Funds, Strategic Financial..., Series 63, Asset Allocation, Series 7, Series 65, Asset Management, Securities, Alternative Investments, Investments, Finance

Education
California State University-Long Beach   1994 — 1999
BS, Business Administration and Economics

College for Financial Planning   2009 — 2010
Chartered Retirement Planning Counselor

Annette Nunez Annette Nunez Orange County, California Area Details
Annette Nunez's Merrill Lynch Experience January 2015 - Present
Job Directors Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 2015 - Present
Merrill Lynch   July 2014 - January 2015
ETF Trends  December 2013 - July 2014
Bank of America  February 2010 - December 2013

Skills
Banking, Consumer Lending, Ethics, Sales, Retail Banking, Commercial Banking, Cross Selling, Foreign Currency..., Wire, Legal Compliance, Online Advertising, Online Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Volunteering, Team Leadership, Webcasting, Time Management, Community Outreach, Small Business Lending

Education
California State University-Long Beach   2012 — 2014
Bachelor of Arts (B.A.), Business Economics, Minor in Finance

Jessica Vergara Jessica Vergara Orange County, California Area Details
Jessica Vergara's Merrill Lynch Experience October 2013 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2013 - Present
CSUF Mihaylo Leadership Scholars   May 2013 - Present
CSUF Mihaylo Leadership Scholars   September 2012 - Present
California State University, Fullerton  September 2011 - October 2013
Merrill Lynch   June 2013 - August 2013
CSUF Mihaylo Leadership Scholars   January 2013 - May 2013
JLV Seafood Market & Travel Agency   March 2006 - March 2008

Skills
Microsoft Office, Analysis, Time Management, Data Analysis, Economics, Financial Analysis, Event Planning, Teamwork, PeopleSoft, PowerPoint, Secretarial Skills, Spanish, Access, Call Center, Waitressing, Team Leadership, Leadership, Microsoft Excel

Education
California State University-Fullerton   2010 — 2014
Bachelor's degree, Economics, Junior

Santiago High School   2007 — 2010

CATHY WHITE, EA CATHY WHITE, EA Orange County, California Area Details
CATHY WHITE, EA's Merrill Lynch Experience 1993 - 1995
Job SENIOR ASSOCIATE at YOUR MONEY MATTERS INC.
Industry Accounting
Experience
YOUR MONEY MATTERS INC.   May 2007 - Present
Simon Property Group  2004 - 2006
Mor-Watts Electric Inc   1996 - 2004
Merrill Lynch   1993 - 1995
Coldwell Banker Residential Brokerage  1986 - 1987
Coldwell Banker Residential Brokerage  1986 - 1987

Skills
Certified Quickbooks..., Certified Tax Preparer, Financial Planning, QuickBooks, Bookkeeping, Accounting, Financial Statements, Accounts Payable, Spreadsheets, General Ledger, Notary Public, Tax Accounting, Quicken, Outlook, Journal Entries, Payroll, Tax Preparation, Accounts Receivable, Strategic Financial..., Financial Reporting, Financial Analysis, US GAAP, Tax, Small Business, Corporate Tax, Income Tax, IRS, Invoicing, Tax Returns, Administration, Sales Tax

Education
California State University-Fullerton   1978 — 1983
Bachelors, Communications and Business Admin

Saddleback College
Accounting and Finance

Dylan Gittleman Dylan Gittleman Palo Alto, California Details
Dylan Gittleman's Merrill Lynch Experience August 2004 - May 2006
Job S. Vice President Client Relations & BD
Industry Venture Capital & Private Equity
Experience
ARANCA Valuations, Research & Advisory   2012 - Present
Murgitroyd   May 2011 - March 2013
IBM  May 2006 - January 2011
Merrill Lynch   August 2004 - May 2006
UPS Supply Chain Solutions  2002 - 2004
Waterhouse Consulting (Nortel, EChemarkets, Floquip)   1998 - 2002
GE Capital  1994 - 1998

Skills
Start-ups, Business Development, Venture Capital, Intellectual Property, New Business Development, Licensing, Competitive Analysis, Due Diligence, Portfolio Management, Patents, Financial Modeling, Corporate Development, Investments, Program Management, Credit Analysis, Online Marketing, Asset Based Lending, Banking, Financial Analysis, Budgets, Cloud Computing, Capital Markets, Strategic Financial..., Commercial Real Estate, Project Finance, Team Management, Medical Devices, Financial Structuring, Structured Finance, Six Sigma, Private Banking, Network Infrastructure..., Venture Finance, Developing Strategic..., Securities Based Lending, Start Up Company..., Six Sigma Greenbelt..., Strategic Branding, Formal Bank Credit..., Sales Management, Business Strategy, Leadership, business planning, CFO, Harvard Alumni, Stanford Alumni, MIT Alumni, Magna Cum Laude, Valuations, Mergers & Acquisitions

Education
UC Irvine/ MBA / Series 7 & 66   1998 — 1998
Economics

Stanford University Graduate School of Business
Certificate Strategic Alliances, Technology/Software

California State University-Long Beach
Master of Business Administration (MBA), Accounting and Finance, 3.5 Graduated with Honors

UC Irvine
BS, Economics

SUNY Stony Brook
Economics

Monticello High School

Lorenzo Lizardi Lorenzo Lizardi Orange County, California Area Details
Lorenzo Lizardi's Merrill Lynch Experience January 2014 - October 2014
Job Sales Associate at SkyZone Trampoline Park
Industry Financial Services
Experience
SkyZone Trampoline Park   February 2015 - Present
Corner Bakery Cafe  August 2013 - January 2015
Merrill Lynch   January 2014 - October 2014
Sumpto  November 2012 - November 2013
City of La Verne  June 2011 - August 2013
California State University, Fullerton  January 2013 - May 2013
Corner Bakery Cafe  January 2012 - June 2012

Skills
Interpersonal..., Business Math, Economics, Accountability, Recruiting, Team-oriented, Determination, Enjoy New Challenges, High Achiever, Professional Services, General Ledger, Cold Calling, Microsoft Office, Integrity, Critical Thinking, Leadership, Microsoft Excel, Social Networking, Teamwork, Customer Service, Interpersonal..., PowerPoint, Microsoft Word, Event Planning, Social Media, Time Management, Public Speaking

Education
Cal State Fullerton   2012 — 2016

Lance Thayer Lance Thayer Greater San Diego Area Details
Lance Thayer's Merrill Lynch Experience January 1999 - January 2003
Job Energy Consultant
Industry Renewables & Environment
Experience
American Solar Direct  January 2012 - Present
ALL In : Action Lifestyle Licensing, International, LLC   January 2008 - January 2011
Countrywide, Inc   January 2005 - January 2008
Wells Fargo Advisors  January 2003 - January 2005
Merrill Lynch   January 1999 - January 2003
Wells Fargo  January 1996 - January 1999
Costco Wholesale  January 1988 - January 1996

Skills
Salesforce.com, Sales, Customer Service, Team Building, Sales Presentations, Selling, Cold Calling, Direct Sales, Sales Effectiveness, Key Account Management, Microsoft Office, Capital Equipment, Finance, Forecasting, Loans, Mortgage Lending, Business Development

Education
California State University-Fullerton   1988 — 1992
Bachelor of Arts (BA), Finance and Financial Management Services

Kaivan Amir Kermani Kaivan Amir Kermani Newport Beach, California Details
Kaivan Amir Kermani's Merrill Lynch Experience March 2012 - May 2013
Job Financial Advisor
Industry Investment Management
Experience
Merrill Lynch   March 2012 - May 2013
Shield Security, Inc.   January 2000 - November 2010
The Printing Center  June 1996 - December 1999

Skills
Analytical, Strategic Planner, Team Motivator, Analytical Skills, Integrity, Goal Oriented, Result Oriented, Strategic Thinking, Adaptation, Self-driven, Social Influence, Building Relationships, Critical Thinking, Creative Problem Solving, Team-oriented, Accountability, Organizational Structure, People Skills, Personal Finance, CRM, Collaborative Problem..., Organization &..., Time Management, Open Minded

Education
California State University-Long Beach   1988 — 1992
Bachelor of Science, Finance, Investment

Long Beach City College   1986 — 1988
Associates of Science, Mathematics

Athena Jackson Athena Jackson Greater Los Angeles Area Details
Athena Jackson's Merrill Lynch Experience July 2002 - October 2004
Job owner at Athena Jackson
Industry Entertainment
Experience
Athena Jackson   March 2013 - Present
Isis World   January 1983 - Present
Deloy Edwards   November 2004 - May 2011
Merrill Lynch   July 2002 - October 2004

Education
California State University-Long Beach   1974 — 1980
B.S., Business Administration

University of Southern California
Small business procurement, Business Administration and Management, General

Jane Yoo-Pappas Jane Yoo-Pappas Orange, California Details
Jane Yoo-Pappas's Merrill Lynch Experience April 2014 - June 2015
Job Real Estate Agent
Industry Real Estate
Experience
Keller Williams Realty, Inc.   April 2014 - Present
Merrill Lynch   April 2014 - June 2015
Dow Jones  May 1994 - January 2004
Dow Jones  June 1992 - May 1994
Reebok  January 1991 - June 1992

Skills
Residential Homes, Customer Service, Customer Relations, Sales Management, Marketing Management, Joint Marketing, Advertising, Target Marketing, Promotions, Sales Presentations, Outside Sales, Fundraising, Newspapers, Managing Distribution..., Cost Management, Employee Training, Microsoft Office, Sales, Marketing, Management, Real Estate, Marketing Strategy, Social Media Marketing

Education
California State University-Long Beach   1985 — 1990
Bachelor of Business Administration (B.B.A.), Marketing

Gabriel Aguirre, CRPC® Gabriel Aguirre, CRPC® Palm Desert, California Details
Gabriel Aguirre, CRPC®'s Merrill Lynch Experience August 2009 - August 2011
Job First Vice President Financial Advisor, Portfolio Manager Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  August 2011 - Present
Merrill Lynch   August 2009 - August 2011
Bank of America  May 1997 - August 2009

Education
Cal State Fullerton   1999 — 2002
Finance, General

Orange Coast College   1996 — 1998
General Studies

Scott Johnson, MBA Scott Johnson, MBA Orange County, California Area Details
Scott Johnson, MBA's Merrill Lynch Experience December 2011 - August 2012
Job Business Development, Sales and Operations Leader, President of Chapman MBA Alumni Association
Industry Medical Devices
Experience
Masimo  March 2015 - Present
Health 2 Humanity   July 2014 - Present
Chapman MBA Alumni Association   January 2014 - Present
Bank of America  August 2012 - March 2014
Chapman MBA Alumni Association   March 2013 - December 2013
Merrill Lynch   December 2011 - August 2012
Marriott Vacations Worldwide Corporation  January 2008 - December 2008
Marriott Vacation Club International  August 2001 - December 2008
Marriott Vacation Club International  February 2001 - August 2001
Marriott Vacation Club International  January 1999 - February 2001

Skills
Leadership, Strategy, Business Development, Management, CRM, Business Strategy, Strategic Planning, Marketing, Marketing Strategy, Strategic Partnerships, Microsoft Excel, Sales Operations, Financial Analysis, Finance, Marketing Communications, Sales Management, Banking, Market Research, Team Building, Time Management, Public Speaking, Customer Service, PowerPoint, Budgets, Leadership Development, Risk Management, Operations Management, Selling, Sales, Inventory Management, Teamwork, Investments, Competitive Analysis, Business Process, Customer Relations, Business Management, Mentoring, Forecasting, Leading Organizational..., Process Improvement, Product Development, Business Planning, Agent for Change, Organizational Change..., High Performance..., Business Intelligence, Medical Devices, Orthopedics, New Business Development, New Territory...

Education
Medical Sales College   2014 — 2014
Certified Orthopaedic Reconstruction & Trauma Graduate, Orthopedic Reconstruction & Trauma

Chapman University, The George L. Argyros School of Business and Economics   2010 — 2012
Master of Business Administration (MBA), Emphasis in Finance - Strategic Management, Managerial and Organizational Behavior, Entrepreneurship

California State University-Long Beach - College of Business Administration   2008 — 2010
Bachelor of Science (B.S.), Business Administration - Marketing

Caroline Scott Low Caroline Scott Low Burlingame, California Details
Caroline Scott Low's Merrill Lynch Experience January 1994 - June 1995
Job Social Media Marketing, Wonder Technologies, Inc.
Industry Computer Software
Experience
Self-employed  November 2013 - Present
Collagen Biomedical   1995 - 1999
IGI Laboratories, Inc  July 1996 - January 1997
ICN Pharmaceuticals  October 1995 - June 1996
Collagen Biomedical   June 1995 - October 1995
Merrill Lynch   January 1994 - June 1995

Skills
Enterprise Software, New Business Development, Contract Negotiation, Start-ups, SaaS, Strategic Planning, Strategic Partnerships, Salesforce.com, Cloud Computing, Product Management, Entrepreneurship, Professional Services, Management, Leadership, Virtualization, Solution Selling, Project Management, Team Building, Advertising, Marketing Strategy, Sales, Marketing, Social Media Marketing, Online Marketing, Sales Management, Product Marketing, Strategy, E-commerce, CRM, Sales Process, Direct Sales, Go-to-market Strategy, Selling, Mobile Devices, Business Development, Business Intelligence, Product Development, Business Alliances, Analytics, Business Strategy, Cross-functional Team..., Account Management

Education
California State University-Long Beach
BA, Art History

University of California, Los Angeles

Bill Modrich Bill Modrich Scottsdale, Arizona Details
Bill Modrich's Merrill Lynch Experience September 2005 - October 2008
Job Agent
Industry Commercial Real Estate
Experience
Investment Property Group  2015 - Present
COUNTRY Financial®  April 2012 - Present
Wells Fargo  November 2008 - February 2012
Merrill Lynch   September 2005 - October 2008

Skills
Disability Insurance, Retirement Planning, Life Insurance, Long Term Care Insurance, Fixed Annuities, Retirement, Term Life Insurance, Insurance, Long-term Care, Property & Casualty..., Health Insurance, Whole Life, Series 6, Series 63, Commercial Insurance, Estate Planning, Mutual Funds, Wealth Management, Underwriting, Series 7, Financial Advisory, Universal Life, Investments, Marketing, Sales, Risk Management

Education
California State University-Fullerton
Bachelor of Arts (B.A.), Public Relations

VPHS

VPHS

Neil Ratwani Neil Ratwani Irvine, California Details
Neil Ratwani's Merrill Lynch Experience March 2011 - Present
Job Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2011 - Present
Morgan Stanley Smith Barney  February 2010 - February 2011
Smith Barney  March 2006 - February 2010
Smith Barney  May 2004 - March 2006
Smith Barney  March 2003 - May 2004
Smith Barney  March 2002 - March 2003
Smith Barney  May 2000 - March 2002
Smith Barney  March 1999 - May 2000
R-Tec   September 1994 - December 1999

Skills
Series 3, Series 7, Series 9, Series 10, Series 63, Series 66, FINRA, Mutual Funds, Securities, Uniform Combined State..., Wealth Management, Investment Advisory, Financial Services, Finance

Education
California State University-Fullerton   1998 — 2002
Master of Business Administration (MBA), General Studies

University of California, Irvine   1994 — 1998
Bachelor of Science (B.S.), Computer and Information Sciences, General

Randy Beckman Randy Beckman Mission Viejo, California Details
Randy Beckman's Merrill Lynch Experience 1986 - 1989
Job Consultant/Expert Witness
Industry Financial Services
Experience
Lifestyle Design - Financial   December 2009 - Present
Cornerstone Real Estate Funds  May 2010 - May 2011
Grubb & Ellis Securities, Inc.   April 2006 - December 2009
Mammoth Equities   March 2005 - April 2006
A. G. Edwards & Sons, Inc.   1995 - 2005
Prudential Securities  1989 - 1995
Merrill Lynch   1986 - 1989

Skills
Consulting, Legal Support Services, Expert Witness, Securitized Real Estate, Asset Managment, Investments, Securities, Alternative Investments, Portfolio Management, Financial Advisory, Sales, Sales Management, Business Development, Insurance, Variable Annuities, Mutual Funds, TIC's, REIT's, Bonds, Stocks, Series 7/8/24/63/65, Real Estate, Asset Management, Executive Management, REIT, Marketing, Valuation, Brokerage

Education
California State University-Long Beach - College of Business Administration   1981 — 1985
Bachelor of Science, Finance - Investments

Los Alamitos High School   1979 — 1981

Dominic Chow Dominic Chow Greater Los Angeles Area Details
Dominic Chow's Merrill Lynch Experience December 2012 - Present
Job Business Analyst, Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch   December 2012 - Present
US Trust, Bank of America Private Wealth Management  August 2009 - December 2012
Bank of America Wealth Management Banking Support   October 2007 - July 2009

Skills
Mortgage Lending, Credit Analysis, Six Sigma, Loans, Portfolio Management, Banking, Risk Management, Retail Banking, Credit Cards, Credit Risk, Business Analysis, Vendor Management, Relationship Management, CRM, Credit, Management

Education
California State University-Los Angeles   2001 — 2006
Accounting, Finance

Christopher Soto Christopher Soto Irvine, California Details
Christopher Soto's Merrill Lynch Experience 2008 - 2009
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  March 2009 - Present
Merrill Lynch   2008 - 2009

Education
California State University-Fullerton
Finance

David Zappone David Zappone Orange County, California Area Details
David Zappone's Merrill Lynch Experience 1992 - 1995
Job VP, Regional Marketing Manager at Fred Alger & Company
Industry Financial Services
Experience
Fred Alger & Company   2012 - Present
The Hartford  1996 - 2012
Merrill Lynch   1992 - 1995

Education
California State University-Fullerton
Bachelor's degree, Finance, General

Michael De Nevi Michael De Nevi San Francisco Bay Area Details
Michael De Nevi's Merrill Lynch Experience June 2003 - June 2009
Job Financial Advisor at HighTower Advisors
Industry Financial Services
Experience
HighTower Advisors  September 2010 - Present
Martin Thomas Wealth Management   June 2009 - September 2010
Merrill Lynch   June 2003 - June 2009

Education
California State University-Hayward - School of Business and Economics

Matthew De Luna, CPA, CGMA Matthew De Luna, CPA, CGMA Mission Viejo, California Details
Matthew De Luna, CPA, CGMA's Merrill Lynch Experience 2001 - 2002
Job Director, External Reporting at The New Home Company Inc.
Industry Accounting
Experience
The New Home Company Inc.   September 2014 - Present
NRG Energy  April 2014 - September 2014
Edison Mission Energy  April 2012 - March 2014
Vertex Standard USA, Inc.   2010 - 2012
TigerLogic Corporation (formerly Raining Data)   2007 - 2009
Hein & Associates LLP  2006 - 2007
BALtrans Logistics, Inc. (now Toll Global Forwarding)   2002 - 2006
Merrill Lynch   2001 - 2002

Skills
Internal Controls, Sarbanes-Oxley Act, Process Improvement, US GAAP, Financial Reporting, Strategic Planning, Financial Analysis, Business Strategy, SEC filings, Financial Management, Financial Projections, Financial Planning, Financial Modeling, Budgeting, Forecasting, Variance Analysis, Business Operations..., Financial Systems..., SAP, ERP, Internal Reporting, Cost Reduction, Internal Audit, Financial Accounting, IFRS, International Accounting, Transfer Pricing, Revenue Recognition, Monthly Close, Consolidation, SEC reporting, External Audit, Corporate Finance, Cash Management, Mergers & Acquisitions, Business Valuation, Acquisition Integration, Demergers, Change Management, Corporate Turnarounds, Restructuring, Profitable Growth, Business Planning, Business Analysis, Business Modeling, Product Analysis, P&L Management, Supply Chain Management, Inventory Management, Fixed Asset Management

Education
California State University-Fullerton   1997 — 2001
B.A., Business Administration, Concentration in Accounting

California State University-Fullerton, Mihaylo College of Business and Economics   1997 — 2001
B.A., Business Administration, Concentration in Accounting

Jan Pope Jan Pope Orange County, California Area Details
Jan Pope's Merrill Lynch Experience 2006 - 2006
Job Executive Recruiter (Corporate or Contract) Talent 4U
Industry Staffing and Recruiting
Experience
Talent 4U   September 2013 - Present
National Mortgage Staffing   October 2012 - June 2013
Ally Financial / GMAC Mortgage   February 2012 - May 2012
Pacific Mortgage  2007 - April 2010
Epicor Software Corporation  July 2007 - August 2007
Fremont Investment and Loans   December 2006 - March 2007
Fremont Investment & Loan  2006 - 2007
NationPoint  2006 - 2006
Nation Point   2006 - 2006
Merrill Lynch   2006 - 2006

Skills
Mortgage, Consumer Finance, Applicant Tracking..., Technical Recruiting, Background Checks, Recruit for Wholesale..., Recruit for Retail..., Retail, Financial Services, Mortgage Lending, Recruiting, Contract Recruitment, Customer Service, Training, Employee Relations, Loan Servicing, Mortgage Banking, Leadership, Underwriting, Temporary Placement, Interviews, Talent Management, Talent Acquisition, Management, Operations Management, Finance, Sourcing, Banking, Onboarding, Sales, Human Resources, Call Centers, Networking, Loans, Screening, College Recruiting, Cold Calling, Staffing Services, Internet Recruiting, Taleo, Benefits Negotiation, Screening Resumes, Executive Search, Temporary Staffing, Job Fairs, Corporate Recruiting

Education
California State University-Fullerton   1985 — 1991
Studied in Communications

Frank Mitchell Frank Mitchell Tulsa, Oklahoma Area Details
Frank Mitchell's Merrill Lynch Experience September 2012 - September 2014
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones  September 2014 - Present
Merrill Lynch   September 2012 - September 2014
KTUL NewsChannel 8   June 1991 - September 2012
KAUZ-TV Wichita Falls, TX   June 1989 - June 1991
KOSA-TV Midland/Odessa, TX   February 1986 - June 1989

Skills
Television, Weather Forecasting, Broadcast Journalism, Weather, Meteorology, Media Relations, Broadcast Television, Financial Analysis, Financial Reporting, Strategic Financial..., Finance

Education
California State University-Fullerton   1979 — 1985
Bachelor, Communications: Broadcast Journalism

Mississippi State University
Meteorology

Mat Johnson Mat Johnson San Francisco Bay Area Details
Mat Johnson's Merrill Lynch Experience July 1998 - April 1999
Job Economist. Strategist. Investor.
Industry Investment Management
Experience
Perigon  February 2013 - Present
Quantum Capital   November 2006 - January 2013
Atlantis Investments (Now Whitestar)   2005 - 2006
Security National (Parent of Atlantis Investments)   January 2005 - May 2005
ThinkEquity Partners  2004 - 2005
Quantit Group   March 2003 - December 2004
Thomas Weisel Partners  April 1999 - March 2003
Merrill Lynch   July 1998 - April 1999
Montgomery Securities  June 1996 - July 1998
Bank of America  February 1994 - July 1996

Skills
Economy, Development Economics, Forecasting, Financial Analysis, Financial Modeling, Advisory Boards, Global Partnerships, Business Strategy, Portfolio Management, Economics, Investments, Valuation, Asset Management, Financial Markets, Macroeconomics, Strategy, Internet of Things, Business Development, Start-ups, Venture Capital, Equity Valuation, Competitive Analysis, Entrepreneurship, Investment Management, Fixed Income, Mergers & Acquisitions, Alternative Investments, Asset Allocation, Private Equity, Equity Research, Hedge Funds, Emerging Markets, Financial Advisory, Wealth Management, Bloomberg, Capital Markets, Investment Strategies, Corporate Development, Equities, Investment Banking, Finance, Management

Education
Rutgers University   1993 — 1994
MA, Development Economics / International Finance

London School of Economics   1993 — 1993
Development Economics / International Finance

Leningrad State University named after A.S. Pushkin   1992 — 1993
Development Economics

California State University-Long Beach
BA, Economics

Mounir Said Mounir Said Greater San Diego Area Details
Mounir Said's Merrill Lynch Experience August 2008 - December 2010
Job Vice President, District Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo  January 2013 - Present
Wells Fargo Bank  October 2011 - December 2012
Wells Fargo  December 2009 - October 2011
Merrill Lynch   August 2008 - December 2010
Wells Fargo  May 2004 - March 2008

Skills
Series 7, Series 66, Term Life Insurance, Real Estate, Whole Life, Uniform Combined State..., Credit, Banking, Finance, Loans, Leadership, Sales, Commercial Banking, Commercial Lending, Small Business Lending, Management, Customer Service, Credit Analysis, Consumer Lending, Financial Analysis, Mortgage Lending

Education
California State University-Fullerton   2003 — 2007
Bach, Criminal Justice

Matt Louis Matt Louis Greater Los Angeles Area Details
Matt Louis's Merrill Lynch Experience January 2007 - June 2008
Job Technical Sales, Marketing & Business Development Professional
Industry Renewables & Environment
Experience
Sungrow Power Supply Co., Ltd   June 2015 - Present
SMA America  January 2014 - April 2015
ProEquities  June 2010 - December 2013
Bankers Life and Casualty Company  June 2010 - December 2013
Los Angeles Youth Network  2007 - 2010
Merrill Lynch   January 2007 - June 2008
Phasebridge Inc.   2002 - 2005
JDS Uniphase  1998 - 2001
Ortel Corporation  1997 - 1998
Ortel Corporation  1993 - 1997

Skills
Building Relationships, Hands-on Training, Instructor-led Training, New Business Development, Asset Managment, Risk Assessment, Risk Management, Organizational..., Mentoring, Problem Solving, Needs Analysis, Client Presentation, Start-ups, Strategic Partnerships, Product Management, Business Development, Strategic Planning, Team Building, Sales Management, Insurance, Retirement, Marketing, Investments, Asset Management, Account Management, Aerospace, Sales, Contract Negotiation, Finance

Education
California State University-Long Beach   1986 — 1990
BS, Electrical Engineering

Chas Barros Chas Barros San Francisco Bay Area Details
Chas Barros's Merrill Lynch Experience August 2011 - September 2014
Job Financial Advisor, Financial Planner at MetLife Premier Client Group of the Pacific
Industry Financial Services
Experience
MetLife Premier Client Group of the Pacific   September 2014 - Present
Merrill Lynch   August 2011 - September 2014
AALL City Mortgage, Inc.   2001 - December 2010
Symtx  1998 - 2001
AALL City Properties, Inc.   1989 - 1998
Western Environmental Development, Inc.   1984 - 1989

Skills
Wealth Management, Strategic Partnerships, Mergers & Acquisitions, Retirement Planning, Strategic Planning, Series 7, Operations Management, Mergers, New Business Development, Start-ups, Series 66

Education
California State University-Hayward - School of Business and Economics
Business Administration, Finance

Donald Fong Donald Fong San Francisco Bay Area Details
Donald Fong's Merrill Lynch Experience 1985 - 1988
Job Managing Partner at Keesler Company
Industry Investment Management
Experience
Keesler Company   February 1988 - Present
Merritt College  1990 - 1992
Merrill Lynch   1985 - 1988

Skills
Investments, Real Estate, Finance, Mortgage Banking, Mortgage Lending, Loan Origination, Loans, Budgets, Negotiation, Asset Management, Real Estate Economics, Investment Properties, Refinance, Residential Mortgages, Investors, Real Estate Financing, Selling, Residential Homes

Education
California State University-Long Beach
BA, Business

Keesler Technical Center
Yes, Radio Communications

Merritt College
AA, Real Estate

Art Dominguez Art Dominguez Greater Los Angeles Area Details
Art Dominguez's Merrill Lynch Experience January 2013 - May 2013
Job Market Director / Southern California Hispanic Market at Combined Insurance United States
Industry Insurance
Experience
Combined Insurance United States  February 2015 - Present
Ria Financial  April 2014 - July 2014
Merrill Lynch   January 2013 - May 2013
Sigue Corporation  June 2009 - July 2011
Western Union / Vigo Remittance Corp - Orlandi Valuta   April 2006 - May 2009
Vigo Remittance Corp  November 2003 - April 2006
Vigo Remittance Corp  September 2003 - November 2003

Skills
Payment Systems, Strategic Alliances, Payment Card Processing, Project Management, Sales Management, Turn Around Management, Business Development, Key Account Management, Strategic Planning, Payments, New Business Development, Sales, Management, Sales Operations, Negotiation, Sales Process, Leadership, Competitive Analysis, Strategy, Mobile Payments, Team Building, Team Leadership, Contract Negotiation, Direct Sales, Product Management, International Business, Risk Management, Relationship Management, Project Planning, Financial Services, Start-ups, Forecasting, Team Management, Banking, Cross-functional Team..., Business Planning, B2B, Account Management, Pricing, Operations Management, Business Strategy, P&L Management, Marketing Strategy, Product Marketing, Market Research, CRM, Salesforce.com, Analysis, Selling, Strategic Partnerships

Education
UCLA Anderson School of Management   2010 — 2011
Executive Program in Management, Management & Leadership Strategies

California State University-Long Beach
Psychology

Howard Silfen Howard Silfen Boca Raton, Florida Details
Howard Silfen's Merrill Lynch Experience February 1983 - February 1987
Job TRADER / FINANCIAL ADVISOR
Industry Financial Services
Experience
Transcend Capital  January 2015 - Present
Transcend Capital  2014 - 2015
Transcend Capital  2014 - 2015
Transcend Capital  2014 - 2015
Oppenheimer & Co.   March 2012 - July 2013
Morgan Stanley Wealth Management  July 2010 - April 2011
Dain Bosworth  1997 - 1999
Merrill Lynch   February 1983 - February 1987

Skills
Series 63, Equity Trading, Equities, Asset Management, Electronic Trading, Trading Systems, Capital Markets, Institutional, Asset Allocation, Stocks, Series 24, Wealth Management, Risk Management, Mutual Funds, Bonds, Fixed Income, Financial Markets, Financial Planning, Proprietary Trading, Stock Picking, Asset, Investments, Asset Managment, Dark Pools, Algos, Block Trading, Institutional Accounts, Total Return, Fixed Income Portfolio..., Bond Funds, Tactical Asset..., Global Tactical Asset..., Alternative Investment..., Fixed Income Strategies, FINRA, Finance, Investment Strategies, Market Making, Portfolio Management, Alternative Investments, series 7 24 55 63 66..., Trading Strategies, Bloomberg, Securities, Series 7, Hedge Funds, Trading, Equity Research, Investment Management

Education
California State University-Long Beach - College of Business Administration   1976 — 1979
BS Finance, Finance, Economics

Keith Alm Keith Alm San Francisco Bay Area Details
Keith Alm's Merrill Lynch Experience May 2007 - December 2008
Job Operations Manager @ Registered Investment Advisory Firm
Industry Financial Services
Experience
Registered Advisory Firm   June 2009 - Present
Keith Alm Financial Support Services   January 2009 - May 2009
Merrill Lynch   May 2007 - December 2008
Merrill Lynch   May 2006 - April 2007
Morgan Stanley  June 2005 - April 2006
Chiron Corporation  January 2001 - May 2005
Arthur Andersen LLP  January 1993 - December 2000

Skills
Finance, Management, Portfolio Management, Financial Planning, Mutual Funds, Investments, Analysis, Wealth Management, Strategic Planning, Process Improvement

Education
California State University-Hayward - School of Business and Economics   1989 — 1992
Bachelor of Science, Business Administration/Accounting

Jeff Eckles Jeff Eckles United States Details
Jeff Eckles's Merrill Lynch Experience December 1988 - July 1995
Job Executive Director at Home Builders Association of the Central Coast
Industry Nonprofit Organization Management
Experience
Home Builders Association of the Central Coast   November 2014 - Present
Eckles Wealth Management Inc.   2003 - September 2014
Smith Barney  July 1995 - July 2003
Merrill Lynch   December 1988 - July 1995

Skills
Management, Strategic Planning, Public Speaking, Public Relations, Finance, Strategy, Portfolio Management, Investment Management, Marketing, Social Networking, Social Media Marketing, Small Business, Entrepreneurship, Marketing Strategy, Social Media

Education
California State University-Long Beach - College of Business Administration   1982 — 1987
Bachelor of Science, Finance- Investments

California State University-Long Beach
Bachelor of Science (B.S.), Business Administration/Finance

Joseph Spencer Joseph Spencer La Jolla, California Details
Joseph Spencer's Merrill Lynch Experience 1984 - 2002
Job Author, speaker, trainer, publisher, advocate of local solutions, smaller government
Industry Political Organization
Experience
OnemanCan.org   January 2009 - Present
San Diego Historic Renovations, inc   December 2004 - April 2013
Merrill Lynch   1984 - 2002
U.S. Army   1977 - 1984

Skills
Published Author, Blogging, Public Speaking, Training, Workshop Facilitation, Books, Publishing, Creative Writing, Freelance Writing, Storytelling, Non-fiction, Fiction, Community Organizing, Leadership, Legitimate Influence, Leadership Development, Grassroots Organizing, Political Activism, Campaign Strategies, Local Government, Seminars, Real Estate Development, Financial Analysis, Asset management, Construction Management, Construction, Financial Advisory, Asset Management, Activism, Team Building, Social Media, Customer Service, New Business Development, Strategy, Marketing, Strategic Planning, Management, Nonprofits, Public Relations

Education
New Mexico Military Institute

University of Alaska Fairbanks

California State University-Fullerton

Steven Lucero Steven Lucero Long Beach, California Details
Steven Lucero's Merrill Lynch Experience January 2005 - February 2005
Job Officer, Wells Fargo Investment Operations
Industry Financial Services
Experience
Wells Fargo  August 2008 - Present
Wells Fargo  March 2005 - August 2008
American Express Financial Advisors  February 2005 - March 2005
Merrill Lynch   January 2005 - February 2005

Skills
Internal Audit, Banking, Investments, Training, Securities, Customer Service, Corporate Governance, Investment Operations, Financial Services, Wealth Management, Finance

Education
Keller Graduate School of Management of DeVry University   2007 — 2011
Master of Business Administration (M.B.A.), Accounting and Finance

California State University-Long Beach   2002 — 2004
Bachelor's Degree, Finance

ABA National Graduate Trust School Levels 1, 2, & 3.

Khai Nguyen Khai Nguyen Greater Boston Area Details
Khai Nguyen's Merrill Lynch Experience 2007 - 2011
Job Director of Business Development, Host of Harvest Interview Series, Fund Due Diligence, FinTech
Industry Investment Management
Experience
Harvest Exchange   2013 - Present
Saibus Research   2012 - Present
LPL Financial  2011 - 2013
Merrill Lynch   2007 - 2011
Bershtel Enterprises   2005 - 2007
CDR Capital   2004 - 2005

Skills
Asset Management, Financial Modeling, Portfolio Management, Value Investing, Special Situations, Risk Analysis, Due Diligence, Equity Valuation, Asset Managment, Private Equity, Venture Capital, Investments, Equities, Factset, Bloomberg Terminal, Zephyr Style Advisor, Morningstar Direct, Bonds, Analysis, Alternative Investments, Fixed Income, Business Strategy, Impact Evaluation, Valuation, Mutual Funds, Hedge Funds, Equity Research, Bloomberg, Investment Management, Asset Allocation, Business Development, Entrepreneurship, Quantitative Analytics, Securities, Emerging Markets, Wealth Management, Capital Markets, Finance, Investment Strategies, Strategy, Start-ups, Financial Advisory, Analytics, Investment Advisory

Education
California State University-Long Beach
BS, Finance, Real Estate, and Law

Student Managed Investment Fund (SMIF), CSULB

Amanda Hodson Akin Amanda Hodson Akin Orange County, California Area Details
Amanda Hodson Akin's Merrill Lynch Experience March 2006 - Present
Job Client Associate, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2006 - Present
Ayres Hotel   2005 - 2006
Irvine Company  1998 - 2000

Education
California State University-Long Beach - College of Business Administration   2005 — 2007
MBA

University of California, Irvine   1996 — 2000
Bachelor of Arts (B.A.)

Tanja Bucur Tanja Bucur Greater Los Angeles Area Details
Tanja Bucur's Merrill Lynch Experience July 2013 - Present
Job Design+Business Strategy=Success
Industry Financial Services
Experience
Merrill Lynch   July 2013 - Present
Creative Business Solutions  January 2001 - Present
V & T Auto Consulting   January 2000 - July 2013
E2B Project, Pepperdine University   May 2012 - August 2012
BONBONEL   January 2001 - January 2007
MIKE MILLER TOYOTA   January 1994 - January 1998

Skills
Business Management, Advertising, Marketing, Marketing Strategy, Sales, Brand Development, Leadership, Management, Business Strategy, E-commerce, New Business Development, Small Business, Financial Analysis, Financial Reporting, Corporate Finance, Corporate Identity, Start-ups, Online Marketing, Graphic Design, Logo Design, Corporate Branding, Concept Development, SEO, Packaging, Trade Shows, Web Design, InDesign, Microsoft Office, Team Leadership, Loans, Budgets, Direct Marketing, Budgeting, Illustrator, Photoshop, Creative Direction, Typography, Brochures, Logos, Creative Development, Layout, Posters, Graphics, PowerPoint, Mac, Annual Reports, Organizational..., Financial Accounting, Portfolio Management

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2010 — 2014
MBA, Finance and Financial Management Services

Pepperdine University, The George L. Graziadio School of Business and Management   2010 — 2014
Certificate in Private Capital Markets, MBA in Finance, Certificate Program

California State University-Long Beach   1998 — 2001
Bachelor of Arts;, Graphic Design

Michael McQuilkin, CFP® Michael McQuilkin, CFP® Orange County, California Area Details
Michael McQuilkin, CFP®'s Merrill Lynch Experience January 1996 - March 2001
Job Senior Vice PresidentInvestments/Senior PIM Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
McQuilkin Wealth Management Group of Wells Fargo Advisors, LLC   October 2007 - Present
Smith Barney  March 2001 - September 2007
Merrill Lynch   January 1996 - March 2001
HBLA Certified Public Accountants, Inc.   1987 - 1995
Squar & Clarke, CPAs., Inc.   1983 - 1986

Skills
Estate Planning, Retirement Planning, Tax, Portfolio Management, Banking, Mutual Funds, Finance, Budgets, Small Business, Financial Services, Strategic Financial..., Wealth Management, Mortgage Lending, Wealth, Asset Management, Investments, Financial Advisory, Risk Management, Insurance, Financial Analysis, Financial Modeling, Series 7, Retirement, Financial Planning, Financial Planners, Cash Management

Education
Golden Gate University   1989 — 1992
Masters of Science, Taxation

College for Financial Planning   1986 — 1988
CFP Professsional Education Program

Cal State Fullerton   1981 — 1984
Business Administration, Accounting

Msab Boul Msab Boul Greater Los Angeles Area Details
Msab Boul's Merrill Lynch Experience February 1990 - February 1999
Job Introducing Broker at HotForex
Industry Investment Management
Experience
Golden Forex   March 1999 - Present
HotForex   March 1999 - Present
Merrill Lynch   February 1990 - February 1999

Education
California State University-Hayward - School of Business and Economics   1990 — 1994
Bachelor, Finance

Mark Stelling Mark Stelling Laguna Hills, California Details
Mark Stelling's Merrill Lynch Experience October 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2010 - Present
GCAP Services,Inc.   September 2008 - January 2010
Raytheon Space and Airborne Systems  October 1977 - October 2007
Hughes Aircraft Company  1977 - 2007

Skills
Process Improvement, Project Management, MS Project, Program Management, Earned Value Management, Business Process..., Business Analysis, Requirements Analysis, Six Sigma, Proposal Writing, Integration, Change Management, Strategic Planning, Visio, Risk Management, Team Leadership, Project Planning, Financial Modeling, Software Project..., Systems Engineering

Education
California State University-Long Beach   1974 — 1976
Master of Business Administration (MBA), Marketing/Marketing Management, General

UCLA   1972 — 1974
BA, Economics

Vyas Nath Vyas Nath San Francisco Bay Area Details
Vyas Nath's Merrill Lynch Experience 2000 - 2009
Job Realtor / General Contractor
Industry Real Estate
Experience
Red Home Realty & Construction   2009 - Present
Red Home Realty & Construction   November 2005 - Present
Merrill Lynch   2000 - 2009

Skills
Investment Properties, Real Estate Economics, Real Estate, Licensed General..., Contractors, Short Sales, Foreclosures, Real Estate Development, Property Management, Commercial Real Estate, Residential Homes

Education
California State University-Hayward - School of Business and Economics   1995 — 1998
B.S., Business, Economics

Penfield Hondros Penfield Hondros Tampa/St. Petersburg, Florida Area Details
Penfield Hondros's Merrill Lynch Experience 1982 - 1985
Job Independent Fine Art Professional
Industry Fine Art
Experience
JPMorgan Chase  1996 - 2004
MetLife  1991 - 1996
Merrill Lynch   1982 - 1985

Education
Pratt Institute   1987 — 1989
MFA, New Forms Design, Ceramics, Computer Animation, Film/Video production and editing

California State University-Hayward - School of Business and Economics
BS, Accounting, Finance, Economics

Mills College
Botany, Chemistry, Ceramics, Painting

University of California, Berkeley
Economics, Fine Arts

John Hay John Hay Orange County, California Area Details
John Hay's Merrill Lynch Experience May 2007 - September 2010
Job Owner at JNC Stone & Tile, Inc.
Industry Wholesale
Experience
JNC Stone & Tile, Inc   January 2013 - Present
HaneyRay & Associates, Inc.   July 2010 - January 2013
Merrill Lynch   May 2007 - September 2010
J A Hay, Inc.   2002 - 2007
Ishoni Networks  February 1999 - March 2002
Platinum And Associates   1997 - 1999
Electec So Cal (TechWest Sales)   1994 - 1997
Lucent Technologies  July 1992 - November 1995
McDonnell Douglas Corporation  May 1986 - July 1992

Skills
Strategic Planning, Start-ups, Negotiation, Managerial Finance, Public Relations, PowerPoint, Research, Proposal Writing, Electronics, Engineering, Business Development, New Business Development, Business Strategy, Team Building, Product Management, Marketing Strategy, Product Development, Business Planning, Sales Management, Mergers, Customer Service, Leadership, Product Marketing, Budgets, Sales, Management, Process Improvement, Retail, Manufacturing, Analysis, Strategic Partnerships, Entrepreneurship, Strategy, Mergers & Acquisitions

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1992 — 1994
MBA, Investment Management

California State University-Long Beach   1985 — 1991
BSEE, Electrical Engineering

Abdellah Saouaf Abdellah Saouaf San Francisco Bay Area Details
Abdellah Saouaf's Merrill Lynch Experience June 2007 - June 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Strategicdiscovery   August 2007 - Present
Bank of America  March 2007 - August 2007
Merrill lynch   June 2007 - June 2007
Infreeda   June 2006 - August 2006
InFreeDa   November 2005 - June 2006
Roche  December 2003 - December 2005

Skills
Networking, Active Directory, Security, Microsoft Exchange, Troubleshooting, Microsoft SQL Server, XP, Technical Support, Cisco Technologies, Switches, Windows, Citrix, Software Installation, Start-ups, Business Development, CCNA, Databases, Project Planning, Team Building, HP, Product Development, Access, Budgets

Education
California State University-Hayward - School of Business and Economics   2005 — 2006
Bachelor's degree, Business Administration and Management, General

Foothill College   2004 — 2005
Certificate, Computer Networking

City College of San Francisco   1999 — 2004
Certificate, Computer Networking

Sean Jenkins Sean Jenkins Cardiff By The Sea, California Details
Sean Jenkins's Merrill Lynch Experience April 2011 - September 2012
Job Event Manager at Waters Fine Catering
Industry Marketing and Advertising
Experience
JCRE, Inc.   May 2006 - Present
San Diego Crew Classic, Inc.   April 2006 - Present
Waters Fine Catering  June 1998 - Present
Merrill Lynch   April 2011 - September 2012
EquiGrowth   May 2009 - December 2010
Independent Financial Group LLC  October 2005 - August 2007
Pacific Capital Mortgage  January 2005 - October 2005
Pardee Home Loans   2002 - 2004
Wells Fargo Bank  1997 - 2002

Skills
Mortgage Banking, Mortgage Lending, Sales, Leadership, Management, Loan Origination, Insurance, Loans, Project Planning, Nonprofits, Marketing, Time Management, Financial Analysis, Training, Small Business, Investment Properties, Business Development, Finance, Strategic Planning, Strategy, Entrepreneurship, Team Building, Real Estate, Executive Management, Start-ups, Investments, Selling, Strategic Financial..., New Business Development, Budgets, Credit, Financial Advisory, Banking, Asset Management

Education
San Diego State University-California State University   1995 — 1997

California State University-Long Beach   1993 — 1995
Education

Orange Coast College   1991 — 1993

Stu Wetstein Stu Wetstein Greater Los Angeles Area Details
Stu Wetstein's Merrill Lynch Experience 2002 - 2004
Job Founder and CEO The Wetstein Group
Industry Staffing and Recruiting
Experience
The Wetstein Group   2009 - Present
Lucas Group  2007 - 2009
Ballywho   2004 - 2007
Merrill Lynch   2002 - 2004
AOL  1996 - 2000
AOL  1992 - 1996

Skills
Talent Acquisition, Sourcing, Executive Search, Recruiting, Business Development, Business Networking, Account Management, New Business Development, Management, Interviews, Talent Management, Negotiation, Cold Calling, Social Networking, Coaching, Career Counseling, Authority, Evangelism, Positivity, Job Coaching, Job Opportunities, Connectors, Sales, Internet Recruiting, Entrepreneurship, Start-ups, Lead Generation, Sales Management, Employee Relations, Online Marketing, Published Author, Interviewing Subject..., Team Leadership, Job Search Strategies, Job Fairs, Graduate Recruitment, College Recruiting, Virtual Teams, Leadership Development, Student Recruiting, Training Videos, Employee Training, Instructor-led Training, Early-stage Startups, Start-up Consulting, Performance Management, Training, Consulting, Executive Management, Strategy

Education
California State University-Long Beach   1987 — 1990
BA, English

Gabriel Anderson Gabriel Anderson New York, New York Details
Gabriel Anderson's Merrill Lynch Experience June 2001 - November 2005
Job Analyst at VaynerMedia
Industry Internet
Experience
VaynerMedia  July 2012 - Present
Real Solutions, Inc.   April 2011 - June 2012
Revongo   November 2011 - March 2012
DynastyWealth   June 2005 - 2012
Morgan Stanley  November 2005 - November 2006
Merrill Lynch   June 2001 - November 2005

Skills
Real Estate Negotiation, Real Estate Investment, Direct Marketing, Online Marketing, Technology Integration, Short Sales, Direct Sales, Sales Management, Contract Negotiation, Raising Finance, Investment Properties, Online Advertising, Marketing, Social Media Marketing

Education
California State University-Fullerton, Mihaylo College of Business and Economics   1998 — 2003
B.A., Finance

Concordia University-Irvine   1998 — 1999
Business Admin, Sports Management

Chuck Hilliard Chuck Hilliard Brea, California Details
Chuck Hilliard's Merrill Lynch Experience August 2012 - Present
Job Resident Director / Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   August 2012 - Present
Merrill Lynch   April 2010 - June 2012
Merrill Lynch   January 2007 - April 2010
Morgan Stanley  2006 - 2007
H&R Block Financial Advisors  February 2002 - January 2006
Merrill Lynch   August 1996 - February 2002

Skills
Series 7, Series 63, Series 65, Series 24, CIMA, Mutual Funds, Alternative Investments, Financial Advisory, Marketing, Sales Management, Salesforce.com, Personal Financial..., Investment Strategies, Structured Investments, Investment Policy..., Series 9, Series 10, CA Life & Health..., Licensed Property &..., Sales Presentations, Institutional Sales, Wealth Management, Separately Managed..., Fixed Income, Asset Allocation, Wholesaler, Equities, Strategic Financial...

Education
California State University-Fullerton - College of Business and Economics   1992 — 1996
Bachelor of Arts (B.A.), Finance

Jonathan Chang, CRPC® Jonathan Chang, CRPC® Orange County, California Area Details
Jonathan Chang, CRPC®'s Merrill Lynch Experience October 2009 - Present
Job First Vice President Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2009 - Present
Banc of America Investments  July 2003 - October 2009

Skills
Financial Planning, Retirement Planning, Asset Allocation, Investment Strategies, Estate Planning, Credit, Strategic Financial..., Investment Management, Wealth Management, Investments, Portfolio Management, Series 63, Financial Advisory, Insurance, Alternative Investments, Retirement, Investment Advisory, Financial Planners, Mutual Funds, Uniform Combined State..., Series 7, Asset Management, Wealth Management..., Finance

Education
California State University-Fullerton
Business Finance, Financial Planning

David George CPA / PFS David George CPA / PFS Irvine, California Details
David George CPA / PFS's Merrill Lynch Experience 1994 - 1997
Job Wealth Advisor Office Director at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services  1997 - Present
California Society of CPAs  2001 - 2002
Merrill Lynch   1994 - 1997
George & Starr Certified Public Accountants   1978 - 1994

Skills
Retirement Planning, Asset Allocation, Modern Portfolio Theory, Wealth Transfer, Estate Planning, Tax, Investments, Financial Planning, Investment Advisory, 401(k) Solutions

Education
California State University-Long Beach - College of Business Administration   1968 — 1974
Bachelors, Economics, Accounting

Amna Aftab Amna Aftab Orange County, California Area Details
Amna Aftab's Merrill Lynch Experience March 2015 - June 2015
Job Business Development Representative at Mavenlink
Industry Information Technology and Services
Experience
Mavenlink  August 2015 - Present
Merrill Lynch   March 2015 - June 2015
Greg Raths for Congress 2014 (45th District)   January 2014 - June 2014
Nordstrom  June 2011 - July 2012
Coach  October 2010 - January 2011

Skills
Customer Service, Documentation, Organization Skills, Business Development, Time Management, Leadership, Marketing, Teamwork, Microsoft Word, Team Building, Strategic Thinking, PowerPoint, Microsoft Excel, EMR, Social Media, Research, Social Networking, Retail, Hospital Operations, Retail Sales, Writing, Critical Thinking, Sales Operations, Sales, Salesforce.com

Education
California State University-Fullerton
Bachelor’s Degree, Political Science & Minor in Business, Senior

Andrew L. Kopjak, CPWA Andrew L. Kopjak, CPWA Orange County, California Area Details
Andrew L. Kopjak, CPWA's Merrill Lynch Experience September 2007 - Present
Job First Vice President Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 2007 - Present
Cystic Fibrosis Foundation  January 2011 - Present

Skills
Wealth Management, Financial Advisory, Retirement Planning, Investment Management, Equities, Portfolio Management, Asset Allocation, Alternative Investments, Fixed Income, Estate Planning, Concentrated Stock..., Liability Management

Education
The University of Chicago - Booth School of Business
Certified Private Wealth Advisor®

California State University-Fullerton
Bachelor of Arts (B.A.)

College for Financial Planning
Chartered Retirement Planning Counselor

Chelsea Watkins Chelsea Watkins San Francisco Bay Area Details
Chelsea Watkins's Merrill Lynch Experience February 2014 - April 2014
Job Project Coordinator
Industry Legal Services
Experience
Biometrics   June 2014 - August 2015
Starbucks  February 2013 - May 2014
Merrill Lynch   February 2014 - April 2014
Panera Bread  September 2011 - February 2013
Space Systems Loral  May 2012 - August 2012

Skills
Financial Services, Lead Generation, Customer Service, Time Management, Cold Calling, Cashiering, Process Scheduler, Microsoft Office, Cash Handling Experience, Administrative Work, Phone Etiquette, Report Writing, Public Speaking, Organizational..., Adaptability, PowerPoint, Teamwork, Microsoft Excel

Education
California State University-Fullerton   2010 — 2014
Bachelor's Degree, Business Administration

California State University-Fullerton   2010 — 2014
Bachelor's degree, Business Administration, Finance

Carla Reynolds Carla Reynolds San Francisco, California Details
Carla Reynolds's Merrill Lynch Experience January 2015 - Present
Job Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 2015 - Present
Merrill Lynch   June 2012 - January 2015
Merrill Lynch   August 2010 - June 2012
Banc of America Investment Services, Inc  October 2008 - August 2010
Banc of America Investment Services, Inc  June 2006 - September 2008

Skills
Series 7, Series 66, Series 24, Series 3, Series 4, Series 53, Licensed Life Insurance...

Education
Pepperdine University   2007 — 2010
Doctor of Education (Ed.D.), Organizational Leadership

California State University-Fullerton   2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General

California State University-Fullerton   2001 — 2005
Bachelor of Arts (B.A.), International Business

Alexander Kissee Alexander Kissee Newport Beach, California Details
Alexander Kissee's Merrill Lynch Experience March 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   March 2015 - Present
Merrill Lynch   December 2013 - March 2015
RISA Technologies  January 2013 - December 2013
Merrill Lynch   June 2013 - September 2013
Orange County Wrestling Officials Association   October 2012 - February 2013
Tesoro High School  October 2011 - February 2012

Education
California State University-Fullerton   2010 — 2014
BA, Business Administration, Finance

Katherine Le Katherine Le Orange County, California Area Details
Katherine Le's Merrill Lynch Experience April 1985 - February 1987
Job President at Stearns Lending, LLC (NMLS# 1854)
Industry Financial Services
Experience
Stearns Lending, LLC (NMLS# 1854)   July 2000 - Present
Stearns Lending, LLC (NMLS# 1854)   October 1995 - July 2000
CUB Funding   February 1994 - September 1995
Franklin mortgage   March 1987 - February 1994
Merrill Lynch   April 1985 - February 1987

Skills
Forecasting, Organizational..., Loans, Mortgage Banking, FHA, Mortgage Lending, Refinance, Team Building, Executive Management, Leadership, Risk Management, Real Estate Financing, Investors, Underwriting, Commercial Lending, Credit, Real Estate, Loan Origination, Credit Risk, Investment Properties, Loss Mitigation, VA loans, Residential Mortgages, Finance, FHA financing, Reverse Mortgages, Credit Analysis, USDA, Loan Servicing, Construction Loans, Certified Mortgage..., Real Estate Economics, Funding, Banking, Financial Structuring, Commercial Mortgages, Mortgage Underwriting, Consumer Lending, Rates, Title Insurance, Government Loans, HUD

Education
California State University-Fullerton   1981 — 1985
BA, Business Adminitration

Janice Baldwin Janice Baldwin Oxnard, California Details
Janice Baldwin's Merrill Lynch Experience 2000 - 2003
Job Mortgage Compliance Executive
Industry Banking
Experience
33 years banking and finance   February 2014 - October 2014
Bank of America  September 2006 - February 2014
Brokerage Operations, Washington Mutual   2003 - 2006
Merrill Lynch   2000 - 2003
Bank of America, Mortgage Operations   1992 - 2000

Skills
Regulatory Compliance, Operational Risk..., Mortgage Servicing..., SOX Compliancy, Reg AB, GSE-FNMA, FHLMC,..., Financial Risk

Education
California State University-Long Beach
Master of Business Administration (M.B.A.)

University of California, Los Angeles
Bachelor of Arts (B.A.), English Language and Literature, General

University of California, Los Angeles

Stephanie Galmarini Stephanie Galmarini Newport Beach, California Details
Stephanie Galmarini's Merrill Lynch Experience July 2000 - December 2001
Job Senior Internal Auditor
Industry Real Estate
Experience
Irvine Company  March 2006 - Present
The Irvine Company  March 2006 - Present
Claim Jumper Restaurants  July 2003 - March 2006
Automobile Club of Southern California  January 2002 - July 2003
Automobile Club of Southern California  December 2001 - January 2002
Merrill Lynch   July 2000 - December 2001

Skills
Asset Management, Accounting, Auditing, Real Estate, Internal Audit, Forecasting, Internal Controls, Management, Finance, Accounts Payable, Leadership, Risk Management, Financial Statements, Analysis, Budgets

Education
Cal State Fullerton   1999 — 2001
Bachelor of Arts (B.A.), Accounting and Business/Management

Caroline Chow Caroline Chow Irvine, California Details
Caroline Chow's Merrill Lynch Experience October 2013 - January 2014
Job Advertising Sales Associate Marketing Coordinator at Collectors Universe
Industry Marketing and Advertising
Experience
Collectors Universe  November 2014 - Present
Celtic Leasing Corp.  July 2014 - October 2014
California State University, Fullerton  May 2011 - May 2014
Merrill Lynch   October 2013 - January 2014
AMC Theatres  May 2010 - August 2010

Skills
Time Management, Microsoft Excel, Social Networking, Microsoft Word, Team Leadership, Teamwork, Communication, Social Media Marketing, PowerPoint, Writing, Market Research, Customer Service, Microsoft Office, Public Speaking, Social Media, Leadership

Education
California State University-Fullerton   2010 — 2014
Bachelor of Arts (B.A.), Business Marketing

Gabrielino High School   2006 — 2010

Winnie Wong Winnie Wong San Francisco Bay Area Details
Winnie Wong's Merrill Lynch Experience 1996 - 1997
Job Human Resources at Giant Creative Strategy
Industry Marketing and Advertising
Experience
Giant Creative Strategy  July 2015 - Present
Giant Creative Strategy  November 2012 - June 2015
KineMed, Inc  June 2005 - November 2012
KineMed, Inc  August 2004 - June 2005
Ma Labs, Inc.   August 2004 - August 2004
BLS Funding  February 2004 - July 2004
Asset Management and Sales, Inc.   August 2001 - January 2004
Asyst Technologies  June 1999 - September 1999
Merrill Lynch   1996 - 1997

Skills
Biotechnology, College Recruiting, Employee Benefits, Business Development, Talent Acquisition, Applicant Tracking..., Talent Management, Workforce Planning, Benefits Administration, HRIS, Onboarding, Employee Relations, Human Resources, Organizational..., Recruiting, Pharmaceutical Industry, Lifesciences, Strategic HR, FMLA, Deferred Compensation, Technical Recruiting, Succession Planning, Compensation & Benefit, Organizational..., Interviews, Performance Management, Employee Engagement, Career Development, Benefits Negotiation, Internet Recruiting, Employee Training, Hiring

Education
California State University-Hayward - School of Business and Economics   2002 — 2005
MBA, Human Resources Management

University of California, Davis   1999 — 2002
B.S., Economics

Ryan Sharpe Ryan Sharpe Orange County, California Area Details
Ryan Sharpe's Merrill Lynch Experience December 2010 - December 2011
Job Associate at CBRE
Industry Real Estate
Experience
CBRE  July 2015 - Present
Marcus & Millichap  February 2014 - June 2015
NAI Capital - Commercial Real Estate Services   February 2013 - January 2014
UBS  December 2011 - December 2012
Merrill Lynch   December 2010 - December 2011

Skills
Commercial Real Estate, Investment Sales, Real Estate, Finance, Retail, Landlords, Investment Properties, Tenant Representation, Landlord Representation, Location Intelligence, Marketing, Investments, PowerPoint, Social Media, Sales, Customer Service, Microsoft Word, Leadership, Public Speaking

Education
California State University-Long Beach   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance

Ahsan Anis Ahsan Anis Greater Los Angeles Area Details
Ahsan Anis's Merrill Lynch Experience October 2007 - December 2007
Job Business Development Manager
Industry Information Technology and Services
Experience
En Pointe Technologies  October 2012 - Present
En Pointe Technologies  September 2011 - October 2012
En Pointe Technologies  July 2011 - August 2011
Citi  July 2010 - August 2010
Deutsche Bank  June 2009 - July 2009
Merrill Lynch   October 2007 - December 2007

Skills
IT Strategy, Business Analysis, Software Asset..., VMware, Microsoft Licensing, Team Management, Lead Generation, Pre-sales, Business Intelligence, Project Management, Sales, Entrepreneurship, Operations Processes, Excel models, PowerPoint development, Data Analysis, Big Data, Decision Analysis, Management, Business Development, Solution Selling, Cloud Computing, Leadership

Education
California State University-Fullerton   2014 — 2015
Master's Degree, MS in Information Systems and Decision Sciences

Indiana University Bloomington   2008 — 2011
Bachelor's Degree, Economics

Cambridge International Examinations (CIE)   2005 — 2007
GCE Advanced Level

Aitchison College   1996 — 2005
GCE Ordinary Level

Alex Der Alexanian Alex Der Alexanian Washington D.C. Metro Area Details
Alex Der Alexanian's Merrill Lynch Experience September 2007 - January 2009
Job Acquisition Supervisor at General Dynamics Information Technology
Industry Government Administration
Experience
General Dynamics Information Technology  November 2014 - Present
General Dynamics Information Technology  September 2012 - November 2014
The Louis Berger Group  January 2012 - September 2012
The Louis Berger Group  September 2010 - January 2012
The Louis Berger Group  June 2010 - September 2010
U.S. House of Representatives   March 2010 - May 2010
Merrill Lynch   September 2007 - January 2009
Armenian National Committee of America  June 2007 - August 2007
Southland Micro Systems  September 2005 - August 2006

Skills
Strategic Planning, Microsoft Office, Microsoft Excel, PowerPoint, Analysis, Quality Assurance, Management, Procurement, Budgets, Purchasing, Logistics, Time Management, Business Development, SharePoint

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2004 — 2008

Nabeel Badawi Nabeel Badawi Greater Los Angeles Area Details
Nabeel Badawi's Merrill Lynch Experience 1999 - 2002
Job Vice President at Commercial Bank with $108 billion in assets
Industry Banking
Experience
Commercial Bank with $108 billion in assets   May 2005 - Present
U.S. Bank   2003 - 2005
Merrill Lynch   1999 - 2002
Pitney Bowes  1995 - 1999

Skills
Relationship Management, Cash Management, Legal Contract Review, Critical Thinking, Risk Management, Time Management, Customer Service, Escrow, Escrows, Oral & Written..., Analytical Skills, Legal Compliance, Mentoring, Problem Solving, Account Reconciliation, Decision Making, Multi Tasking, Organizational Skills, Contract Negotiation, Research Skills, Team Building, Leadership, Cross Selling, Attention to detail, Project Management, Supervisory Skills, Business Decision Making, Red-lining documents, Research

Education
Cannon Trust School   2007 — 2009
Certified Corporate Trust Specialist (CCTS)

California State University-Fullerton   1990 — 1994
Bachelor of Arts (B.A.)

Paul Luciano, Managing Director, CFP Paul Luciano, Managing Director, CFP San Francisco Bay Area Details
Paul Luciano, Managing Director, CFP's Merrill Lynch Experience May 1993 - Present
Job Managing Director, Wealth Management Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 1993 - Present
Silicon Valley Education Foundation (Current)   2005 - 2012
Mid-Peninsula Boys and Girls Club   1995 - 2010

Skills
Alternative Investments, Asset Management, Banking, Business Development, Business Strategy, Equities, Finance, Financial Analysis, Financial Modeling, Financial Planners, Financial Risk, Fixed Income, High Net Worth..., Investments, Loans, Management, Mergers, Financial Markets, Mergers, Portfolio Management, Series 7, Private Equity, Strategic Financial..., Start-ups, Wealth Management, Venture Capital, Strategy, Strategic Planning, Valuation, Asset Allocation, Financial Planning

Education
California State University-Long Beach - College of Business Administration
BS, Finance

Northeastern University

Donna M. Adam CFP® Donna M. Adam CFP® Newport Beach, California Details
Donna M. Adam CFP®'s Merrill Lynch Experience 1988 - 1993
Job Founder
Industry Management Consulting
Experience
DMA Consulting Group L. Harris Partners, LLC   2001 - Present
Katz, Sapper & Miller   2007 - 2008
Institute for Family Foundations, LLC   2001 - 2002
Citigroup Salomon Smith Barney  1997 - 2001
Crowell, Weedon & Co. a division of D.A. Davidson & Co.   1993 - 1997
Merrill Lynch   1988 - 1993

Education
University of Southern California   1986 — 1987
Financial Planning Certification

College for Financial Planning   1985 — 1987
CFP - Certified Financial Planner

California State University-Long Beach

University of Hawaii at Manoa

Victoria Plum Victoria Plum Orange County, California Area Details
Victoria Plum's Merrill Lynch Experience January 1991 - August 1996
Job Registered Representative at Independent Financial Group LLC
Industry Financial Services
Experience
Independent Financial Group LLC  March 2015 - Present
Cinergy Financial   March 2011 - July 2014
Merrill Lynch   January 1991 - August 1996
American Funds  September 1986 - May 1990

Skills
Investments, Securities, Retirement Planning, Financial Services, Life Insurance, Investment Strategies, Financial Goals, Operations Management, Office Management, Office Administration, Mutual Funds, Variable Annuities, Alternative Investments, Customer Service, Client Education, Educational Seminars, Sales, Financial Planning

Education
California State University-Long Beach   1983 — 1985
Education

Scott Smeltzer, CFP®, CIMA® Scott Smeltzer, CFP®, CIMA® Greater Los Angeles Area Details
Scott Smeltzer, CFP®, CIMA®'s Merrill Lynch Experience March 2014 - Present
Job at
Industry Financial Services
Experience
Merrill Lynch   March 2014 - Present
U.S. Trust   February 2013 - May 2014
Merrill Lynch   February 2011 - February 2013

Skills
Series 7, Series 66, Certified Financial..., Portfolio Management, Wealth Management, Financial Analysis

Education
DeVry University's Keller Graduate School of Management-California   2011 — 2014
Master of Business Administration (MBA), Finance, General

California State University-Fullerton   2007 — 2011
Business Administration, Finance

Samuel Galatioto Samuel Galatioto Orange County, California Area Details
Samuel Galatioto's Merrill Lynch Experience April 2005 - March 2010
Job Registered Representative at LifeMark Securities Corp
Industry Financial Services
Experience
OC Financial Group, LLC   August 2012 - Present
LifeMark Securities Corp  August 2012 - Present
Morgan Stanley  March 2010 - April 2012
Merrill Lynch   April 2005 - March 2010
Terry L. Jones Financial & Insurance Services   October 2002 - April 2005

Skills
Series 7, Alternative Investments, Retirement Planning, Series 63, Finance, Wealth Management, Asset Allocation, Strategic Financial..., Management, Investments, Retirement, Risk Management, Portfolio Management, Financial Services, Investment Advisory, Mutual Funds, Financial Planning, Asset Management, Mortgage Lending, Fixed Income, Equities, Investment Strategies, Series 66, Bonds, Hedge Funds, Private Equity, Managed Futures, REIT, ETFs, CEF, Options, IPO, Life Insurance, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Margin, Portfolio Lending, Structured Products, Fee Based Platforms, Real Estate Sales, Life Agents, Business Sales, Variable Contracts, Mortgages

Education
California State University-Long Beach   2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

El Camino College   1997 — 1999
Associate of Science (A.S.), Business/Managerial Economics

El Segundo High School   1993 — 1997

Christian Robinson Christian Robinson Greater Los Angeles Area Details
Christian Robinson's Merrill Lynch Experience March 2013 - June 2013
Job District Sales Leader Designate
Industry Hospitality
Experience
Hyatt  June 2015 - Present
PepsiCo  July 2014 - May 2015
University Crossings Apartments   July 2013 - July 2014
Merrill Lynch   March 2013 - June 2013

Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Facebook, Teamwork, Marketing Communications, Event Planning, Research, Public Speaking, Marketing, Management, Leadership, Organization, Event Management

Education
California State University-Fullerton - College of Business and Economics   2011 — 2014
Bachelor of Business Administration (BBA), Marketing, Senior

Pasadena City College   2008 — 2011
Bachelor of Arts (B.A.), Behavioral Sciences

Kirsten Doud Kirsten Doud San Luis Obispo, California Details
Kirsten Doud's Merrill Lynch Experience May 2012 - December 2012
Job Marketing Manager / Wedding & Floral Coordinator
Industry Marketing and Advertising
Experience
Sage Ecological Landscapes & Nursery   August 2013 - Present
City of Escondido  April 2007 - August 2013
Merrill Lynch   May 2012 - December 2012
Cupcakes Couture of Manhattan Beach   January 2012 - May 2012

Skills
Event Planning, Microsoft Office, Microsoft Excel, PowerPoint, Prezi, Teamwork, Leadership, Social Media Marketing, Social Media, Promotions, Blog Marketing, Blogging, Team Leadership, Loyal, Digital Marketing, Public Relations, Social Networking, Public Speaking, Event Management

Education
California State University-Long Beach   2008 — 2012
Bachelor's degree, Business, Marketing

Erik B. Ibsen, CFP®, CRPC® Erik B. Ibsen, CFP®, CRPC® Charlotte, North Carolina Area Details
Erik B. Ibsen, CFP®, CRPC®'s Merrill Lynch Experience July 2007 - June 2012
Job CERTIFIED FINANCIAL PLANNER™: Financial Advisor. Disciplined Planning Approach with Personalized Service
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2012 - Present
Merrill Lynch   July 2007 - June 2012
A.G. Edwards   July 2006 - July 2007

Skills
Investments, Retirement Planning, Finance, Retirement

Education
California State University-Long Beach   1996 — 1997
Master of Arts, Political Science/International Relations

University of Copenhagen   1996 — 1996
Diploma, International Political Economy

California State University-Long Beach   1994 — 1996
Bachelor of Arts, Political Science/International Relations

Eileen Terry Kennedy Eileen Terry Kennedy Greater Los Angeles Area Details
Eileen Terry Kennedy's Merrill Lynch Experience June 2000 - April 2009
Job mortgage loan specialist at bank of america
Industry Real Estate
Experience
Bank of America  December 1988 - Present
Merrill Lynch   June 2000 - April 2009
Premier Banking   June 2000 - April 2009
Bank of America  December 1988 - June 2000

Education
California State University-Fullerton
Bachelor of Arts, Communications

University of Phoenix
Master, Business Administration

Eleanor Abril Eleanor Abril San Francisco Bay Area Details
Eleanor Abril's Merrill Lynch Experience 1991 - 1999
Job Director of Human Resources
Industry Marketing and Advertising
Experience
H&L Partners  November 2006 - Present
2inspire designs   2009 - December 2014
Archdiocese of San Francisco  2005 - 2006
Sherman Clay  2004 - 2005
DB RREEF  1999 - 2004
Merrill Lynch   1991 - 1999

Skills
Human Resources, Payroll, Onboarding, Customer Service, Event Management, Recruiting, Employee Benefits, Management, Microsoft Excel, Employee Relations, Microsoft Word, Accounts Payable, Account Management, Budgets, Strategic Planning

Education
California State University-Hayward - School of Business and Economics
BS Business Administration, Finance

Brad Singer, CFA Brad Singer, CFA Phoenix, Arizona Area Details
Brad Singer, CFA's Merrill Lynch Experience April 2010 - October 2011
Job Senior Investment Advisor at Financial Engines
Industry Financial Services
Experience
Financial Engines  July 2012 - Present
Merrill Lynch   April 2010 - October 2011
Waddell & Reed Financial Advisors  August 2009 - April 2010
DPR Realty  June 2001 - July 2009
Netcom Online Communications  1995 - 2000
PIMCO Advisors LLC/Pacific Mutual   August 1988 - June 1995

Skills
Financial Statement..., Chartered Financial..., Budget Process, DCF Valuation, Real Estate, High Tech, Financial Services, Equities, Due Diligence, Investments, Marketing Strategy

Education
California State University-Fullerton, Mihaylo College of Business and Economics   1982 — 1985
BA, Finance

Leon Chung Leon Chung Orange County, California Area Details
Leon Chung's Merrill Lynch Experience September 2006 - December 2006
Job HR Advisor at St. Joseph Health
Industry Human Resources
Experience
St. Joseph Health  June 2013 - Present
Pacific Life  January 2013 - June 2013
Pacific Life  September 2010 - December 2012
Pacific Life  March 2010 - September 2010
Pacific Life  September 2008 - March 2010
Pacific Life  September 2007 - September 2008
O.C. Physicians Hearing Services   February 2007 - June 2007
Merrill Lynch   September 2006 - December 2006
Deutsche Bank  June 2004 - September 2004
Eastern Premiere Insurance Company   June 2003 - September 2003

Skills
Account Management, Communication, Internal Communications, Training, Office Administration, Analysis, Business Analysis, New Business Development, Building Relationships, Microsoft Office, Microsoft Word, Microsoft Excel, Sales Management, Marketing Communications, Corporate Communications, Product Marketing, Requirements Analysis, Procedure Development, Procedure Creation, Procedural Analysis, Procedure Review, Procedure Design, Case Analysis, Case Managment, Financial Services, Retirement Planning, Life Insurance, UAT coordination, System Testing, Strategic Planning, Strategic Financial..., Competitive Analysis

Education
University of California, Irvine   2011 — 2012
Human Resources Management Certificate, Human Resources

University of California, Irvine   2004 — 2007
Bachelor's Degree, Economics and Sociology

Orange Coast College   2003 — 2004
General Education

California State University-Fullerton   2002 — 2003
Mathematics

University High School   1998 — 2002
High School Diploma

Jon Irvine Jon Irvine Orange County, California Area Details
Jon Irvine's Merrill Lynch Experience 1996 - 2008
Job SVP Residential Lending, Banc of California
Industry Financial Services
Experience
Banc of California  January 2015 - Present
Kondaur Capital Corporation  March 2014 - January 2015
OneWest Bank  September 2010 - February 2014
Nationwide Mortgage Concepts  January 2009 - September 2010
First Franklin/NationPoint   October 1996 - August 2008
First Franklin  1996 - 2008
Merrill Lynch   1996 - 2008

Skills
Mortgage Banking, Management, Leadership, Sales, FHA, Mortgage Lending, Loans, Business Strategy, Loan Origination, Credit, Team Leadership, Account Management, Marketing, Executive Management, Selling, Business Development, Residential Mortgages, New Business Development, Refinance, Strategy, Underwriting, Loan Servicing, Banking, Investments, Loss Mitigation, Budgets, VA loans, Financial Services, Finance, Risk Management, Commercial Mortgages, Credit Analysis, Commercial Lending, Real Estate, Consumer Lending, Portfolio Management, Mortgage Servicing, Mortgage Underwriting, Real Estate Financing, Small Business Lending, Due Diligence, FHA financing, Construction Loans, Credit Risk, Reverse Mortgages, Funding, Real Estate Economics, USDA, Financial Structuring, Asset Management

Education
California State University-Long Beach - College of Business Administration   1991 — 1995
Bachelor of Science, Real Estate Finance

Charles Krugh Charles Krugh Orange County, California Area Details
Charles Krugh's Merrill Lynch Experience June 2000 - July 2001
Job Provider of Financial Security to Physicians and Dentists
Industry Insurance
Experience
Doctor's Financial Network   January 2003 - Present
MassMutual Financial Group  July 2001 - January 2003
Merrill Lynch   June 2000 - July 2001
Northwestern Mutual  May 1993 - May 2000

Skills
Income Protection, Disability Insurance, Life Insurance, Long Term Care, Personal Financial..., Retirement Planning, Insurance, Retirement, Financial Advisory, Sales, Long-term Care, Term Life Insurance, Underwriting, Financial Planners, Brokers, Strategic Financial...

Education
Certified Financial Planner Board of Standards   1999 — 2000
Certified Financial Planner (CFP)

American College of Financial Services   1998 — 2000
Charterd Financial Consultant (ChFC)

American College of Financial Services   1997 — 1998
Charterd Life Underwriter (CLU)

California State University-Long Beach   1988 — 1993
Bachelor of Science (BS), Engineering/Industrial Management

Torrance High

Max Kayajanian Max Kayajanian Los Angeles, California Details
Max Kayajanian's Merrill Lynch Experience March 2011 - September 2011
Job Marketing and Client Relations at Oakwood Capital Management
Industry Investment Management
Experience
Oakwood Capital Management   June 2014 - Present
American Funds  June 2013 - June 2014
Morgan Stanley  February 2013 - July 2013
Wells Fargo Advisors  November 2011 - February 2013
Merrill Lynch   March 2011 - September 2011

Skills
Sales, Marketing, Microsoft Office, Salesforce.com, ACT client management, iOS, Financial Advisory

Education
California State University-Long Beach   2008 — 2013
Bachelor's degree, Marketing

Louis Fong Louis Fong San Francisco Bay Area Details
Louis Fong's Merrill Lynch Experience January 1991 - January 1995
Job Senior Field Sales Eng at Silicon Labs
Industry Semiconductors
Experience
Silicon Labs  November 2010 - Present
FOURFRONT SALES   January 2005 - November 2010
Nu Horizons  2000 - 2004
Marshall Industries  January 1995 - January 1999
Merrill Lynch   January 1991 - January 1995

Skills
Semiconductors, Semiconductor Industry, Analog, Solution Selling, Cross-functional Team..., Sales, ASIC, Product Management, Wireless, Embedded Systems, IC, Consumer Electronics, Electronics, FPGA, Mixed Signal, Product Marketing, RF, Salesforce.com, Account Management, SoC, Supply Chain Management

Education
California State University-Long Beach   1986 — 1991
BS, Finance

Jeff VanBoerum Jeff VanBoerum Orange County, California Area Details
Jeff VanBoerum's Merrill Lynch Experience August 2006 - May 2008
Job Mortgage Applications Analyst at Banc of California, N.A.
Industry Financial Services
Experience
Banc of California, N.A.   August 2012 - Present
Aurora Bank FSB  July 2010 - July 2012
BioMedics - Plasma Centers of America   October 2008 - January 2009
Merrill Lynch   August 2006 - May 2008
Merrill Lynch   October 2002 - August 2006
Abbey National, PLC   2001 - 2002
Top Notch Roof Co., Inc.   March 1991 - March 2001

Skills
Mortgage Lending, Loans, Banking, Investments, Real Estate, Finance, Microsoft Excel, Management, Credit, Leadership, Mortgage Banking, Business Process, Financial Analysis, Process Improvement, Insurance, Risk Management, Portfolio Management, Financial Modeling, Loan Origination

Education
California State University-Long Beach - College of Business Administration   1998 — 2000
BS, Finance

Thom Villegas Thom Villegas Jacksonville, Florida Area Details
Thom Villegas's Merrill Lynch Experience August 2004 - Present
Job System Administrator at Merrill Lynch Credit Corporation
Industry Information Technology and Services
Experience
Merrill Lynch   August 2004 - Present
Veterans Administration Medical Centers   August 1999 - August 2004

Education
Keller Graduate School of Management- Devry University
Masters, Information Systems Management

California State University-Long Beach
B.A.

Larry DeSantis Larry DeSantis Pasadena, California Details
Larry DeSantis's Merrill Lynch Experience April 1994 - Present
Job V. P. Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   April 1994 - Present

Skills
Wealth Management

Education
Cal State Fullerton   1978 — 1982
Bachelor's degree, Finance and Financial Management Services

Cris Vega, CFP®, MBA, MA Cris Vega, CFP®, MBA, MA Greater Los Angeles Area Details
Cris Vega, CFP®, MBA, MA's Merrill Lynch Experience August 2004 - March 2006
Job Certified Financial Planner™ at ICMARC
Industry Financial Services
Experience
ICMA-RC  April 2008 - Present
Cerritos College  August 2013 - December 2013
Banc of America Investment Services  March 2006 - March 2008
Merrill Lynch   August 2004 - March 2006
The Coca-Cola Company, Coca-Cola North America, Coca-Cola Enterprises, KO, CCE   November 1991 - May 2004

Skills
Strategic Financial..., Retirement Planning, Investments, Management, Financial Planners, Estate Planning, Personal Finance, Financial Analysis, Teaching, Forecasting, Strategic Planning, Certified Financial..., Cross-functional Team..., Team Building, Marketing, Stata, Public Speaking, Economic Research, Workshop Facilitation, Strategy, Pricing, Finance, Budgets, Risk Management, Asset Allocation, Data Analysis, Mutual Funds, Business Planning, Retirement, Analysis, Competitive Analysis, Executive Management, Leadership, Investment Advisory, Coaching, Market Research, Business Strategy, Economics, Accounting, Training, Access, Naviplan, Insurance Planning, Financial Planning, Econometrics, Portfolio Management

Education
California State University-Fullerton - College of Business and Economics
MA, Economics

California State University-Long Beach - College of Business Administration
BS, Finance / Economics

California State University-Los Angeles
MBA, International Business

Shawn Sessions Shawn Sessions Orange County, California Area Details
Shawn Sessions's Merrill Lynch Experience September 2006 - August 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  August 2013 - Present
Merrill Lynch   September 2006 - August 2013

Skills
Investments, Finance, Financial Advisory, Financial Services, Asset Allocation, Retirement Planning, Securities, Risk Management, Management, Mutual Funds, Strategy, Retirement

Education
California State University-Fullerton   2004 — 2006
Bachelor of Arts, Psychology

Jack Ratelle Jack Ratelle Greater San Diego Area Details
Jack Ratelle's Merrill Lynch Experience November 1993 - November 1994
Job Hemophilia Community Specialist at Novo Nordisk
Industry Biotechnology
Experience
Novo Nordisk  March 2014 - Present
Auxilium Pharmaceuticals  2010 - March 2014
Pfizer  2006 - 2009
Paradigm Realty Group   February 2002 - January 2006
Eli Lilly  October 1997 - February 2002
Merrill Lynch   November 1993 - November 1994

Skills
Hemophilia, Sales, Managed Care, Endocrinology, Gastroenterology, Neurology, Pharmaceutical Sales, Urology, Pain Management, Negotiation, Financial Advisory, Selling Skills, Pharmaceutical Industry, Coaching, Biopharmaceuticals, Biologics, Diabetes, Injectable, Nephrology, Cardiology, Product Launch, Sales Effectiveness

Education
California State University-Long Beach   1994 — 1996
MBA, Business Management

California State University-San Bernardino   1989 — 1993
BA, Finance

Drew Stanford Drew Stanford Greater San Diego Area Details
Drew Stanford's Merrill Lynch Experience November 1993 - March 2000
Job Trust & Estate AttorneyBentler Mulder, LLP and Estate Strategist/Independent ConsultantBel Air Investment Advisors
Industry Law Practice
Experience
Bentler Mulder, LLP   May 2012 - Present
Bel Air Investment Advisors  May 2012 - Present
Wells Fargo Private Bank  April 2000 - September 2011
Merrill Lynch   November 1993 - March 2000
Barton, Klugman & Oetting LLP   September 1988 - October 1993
Donnelly, Clark, Chase & Smiland   August 1987 - August 1988
United States Tax Court  August 1985 - August 1986

Skills
Attorney, Estate Planning, Wealth Management, Strategic Financial..., Wealth Management..., Investments, Retirement Planning, Series 7, Series 63

Education
Pepperdine University School of Law   1983 — 1985
Juris Doctor, Law

California State University-Fullerton   1978 — 1983
Bachelor of Arts (B.A.), Business

Sara Derakhshanian Sara Derakhshanian Orange County, California Area Details
Sara Derakhshanian's Merrill Lynch Experience January 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch   January 2008 - Present

Education
California State University-Fullerton   1996 — 1998
Master's Degree, Political Science

University of California, Los Angeles   1990 — 1994

Gitanjali Kumar Gitanjali Kumar Pleasanton, California Details
Gitanjali Kumar's Merrill Lynch Experience September 1998 - June 1999
Job Sr. Product Manager at Fiserv
Industry Financial Services
Experience
Fiserv  January 2013 - Present
Fiserv  August 2011 - December 2012
Fiserv  July 2010 - July 2011
AdviceAmerica  May 2008 - July 2010
Lincoln Financial Advisors / Sagemark Consulting   May 2005 - May 2006
Lincoln Financial Advisors / Sagemark Consulting   October 2000 - April 2005
Lincoln Financial Advisors / Sagemark Consulting   June 1999 - October 2000
Merrill Lynch   September 1998 - June 1999

Skills
Financial Planning, Investments, Retirement Planning, Strategic Financial..., Financial Advisory, Financial Services, Personal Finance, Financial Planners, Risk Management, Alternative Investments, Investment Strategies, Investment Management, Life Insurance, Financial Risk, Training, Wealth, Equities, Requirements Analysis, Analysis, Finance, Business Analysis, Portfolio Management

Education
University of California, Berkeley   2002 — 2005
Personal Financial Planning (Professional Sequence)

California State University-Hayward - School of Business and Economics   1997 — 1999
MBA, Major - Finance

Jesus & Mary College, Delhi University   1994 — 1997
B.Com Honors, Major– Accountancy & Economics

St. Joseph's Academy   1992 — 1994
High School

Gerald Valdellon Gerald Valdellon Greater Los Angeles Area Details
Gerald Valdellon's Merrill Lynch Experience 2003 - 2007
Job Banking Professional
Industry Financial Services
Experience
Merrill Lynch   2003 - 2007

Education
California State University-Fullerton, Mihaylo College of Business and Economics   1991 — 1998

Ron Miller, CFA CCTS Ron Miller, CFA CCTS Redondo Beach, California Details
Ron Miller, CFA CCTS's Merrill Lynch Experience May 2011 - February 2013
Job President, Trojan Fiduciary Services
Industry Investment Management
Experience
Trojan Fiduciary Services, Trojan Management Consulting and SoCal Capital Advisors LLC   October 2014 - Present
BCC Capital Partners   February 2013 - Present
Digital Media Group of Los Angeles   2008 - December 2014
Merrill Lynch   May 2011 - February 2013
Shockwave Consulting Group   2009 - May 2011
Bank of New York Mellon  2004 - 2007
Industries International   2004 - 2004
Investment Banking and Management Consulting   1996 - 2004
Bank of America  1986 - 1996

Skills
Mergers, Start-ups, Strategic Planning, Risk Management, Process Improvement, Business Strategy, Acquisition Integration, Venture Capital, Corporate Finance, Financial Analysis, Financial Modeling, Executive Management, Restructuring, Strategy, Mergers & Acquisitions, Insurance, Business Development, Management, Business Process..., Private Equity, Program Management, Finance, Strategic Financial..., Financial Planning

Education
California State University-Fullerton   2014 — 2015
Certification as Professional Fiduciary

University of California, Los Angeles   2011 — 2011
Accounting Turnaround Management

University of California, Irvine   2010 — 2010
Effective Board Leadership Program

University of California, Los Angeles   2006 — 2008
Accounting

University of Southern California - Marshall School of Business   1993 — 1995
Business Administration: Finance & Marketing

University of Southern California   1982 — 1986
Electrical Engineering

Elizabeth Kurtti Elizabeth Kurtti Orange County, California Area Details
Elizabeth Kurtti's Merrill Lynch Experience 2006 - 2008
Job Vice President, Risk Management at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank, Franchise Finance   October 2012 - Present
GE Capital  February 2008 - May 2011
Merrill Lynch   2006 - 2008
Citigroup  1999 - 2006

Education
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor of Arts, Business Administration, Accounting Concentration

Citigroup Commercial Credit College
Risk Management, Accountancy, Legal, Strategic Banking

Sophia Seto Sophia Seto Orange County, California Area Details
Sophia Seto's Merrill Lynch Experience September 2004 - March 2005
Job Senior Accountant Analyst at Capital Group
Industry Investment Management
Experience
Capital Guardian Trust Company  April 2005 - Present
Merrill Lynch   September 2004 - March 2005
Allen Associates  September 2002 - September 2004

Skills
Financial Analysis, Accounting, Financial Modeling, Microsoft Excel, Investments, Internal Controls, Financial Statements, Management

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2007 — 2010
MBA

University of California, Irvine   2001 — 2005
BA

Royce Huffaker Royce Huffaker Washington D.C. Metro Area Details
Royce Huffaker's Merrill Lynch Experience August 2011 - November 2011
Job Regional Vice President at KBS Capital Markets Group
Industry Commercial Real Estate
Experience
KBS Capital Markets Group  June 2014 - Present
KBS Capital Markets Group  May 2012 - May 2014
Merrill Lynch   August 2011 - November 2011
Wells Fargo Bank  January 2010 - August 2011
Wells Fargo Bank  June 2007 - December 2008
Wells Fargo Bank  June 2005 - May 2007

Skills
Series 7, Mortgage Lending, Wealth Management, Cash Management, Securities, Investments, Sales Management, Consumer Lending, Commercial Lending, New Business Development, Coaching, Banking, Mutual Funds, Portfolio Management, Series 63, Uniform Combined State...

Education
California State University-Fullerton - College of Business and Economics   2005 — 2008
Finance

Ricardo Higuchi AIF® Ricardo Higuchi AIF® Greater Los Angeles Area Details
Ricardo Higuchi AIF®'s Merrill Lynch Experience 1992 - 1997
Job Financial Advisor Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management  2008 - Present
WaMu  2005 - 2008
PMB Securities   July 2003 - September 2004
Morgan Stanley  January 2001 - January 2003
Prudential Securities  May 1999 - November 2000
Daiwa Securities  January 1998 - December 1998
Merrill Lynch   1992 - 1997

Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Options, Portfolio Management, Bonds, Retirement, Structured Products, Hedging, Investment Advisory, Mutual Funds, Asset Allocation, Fixed Income, Finance, Alternative Investments, Financial Services, Hedge Funds, Equities, Securities, Financial Markets, Investment Strategies, Trading, Investments, Uniform Combined State...

Education
California State University-Long Beach   1984 — 1989
BA, Psychology

Cynthia Cutforth Cynthia Cutforth Orange County, California Area Details
Cynthia Cutforth's Merrill Lynch Experience July 2011 - August 2012
Job Financial Services Industry Management
Industry Financial Services
Experience
Merrill Lynch   July 2011 - August 2012
UBS  October 2009 - July 2011
UBS  April 2000 - October 2009
Prudential Securities  1984 - 1997

Skills
Asset Management, Financial Services, Business Planning, Asset Allocation, Wealth Management, Staff Development, Training, Equities, Investments, Compliance, Series 7, Recruiting, Staff Management, Portfolio Management, FINRA, Operations Management, Finance, Mentoring, Client Relations Skills, Series 65, Series 63, Education, Notary Public, Series 8, Series 3, Alternative Investments, Financial Planning, Mutual Funds, Securities

Education
California State University-Fullerton   1976 — 1979
Bachelor of Science, Child Development

Yen Schicke Yen Schicke Greater Los Angeles Area Details
Yen Schicke's Merrill Lynch Experience 2007 - December 2008
Job Municipal Bonds Sales & Marketing
Industry Investment Management
Experience
Financial Institution  November 2011 - Present
Merrill Lynch   2007 - December 2008
Merrill Lynch   2005 - 2007
Smith Barney  2003 - 2005
Morgan Stanley  2000 - 2003

Skills
Municipal Bonds, Series 7, Series 66, Investments, Wealth Management, Retirement Planning, Strategic Financial..., Portfolio Management, Estate Planning, Asset Allocation, Asset Management, Mutual Funds, Financial Analysis, Insurance, Banking, Finance, Investment Advisory, PowerPoint, Strategic Planning, Customer Service, Financial Advisory

Education
Pepperdine University   2009 — 2010
MA, Education

California State University-Long Beach   1997 — 2001
BS, Business Administration, Emphasis in Marketing

Sneha Prasad Sneha Prasad Orange County, California Area Details
Sneha Prasad's Merrill Lynch Experience September 2002 - September 2004
Job Accountant at Golden State Foods
Industry Wholesale
Experience
Golden State Foods  March 2014 - Present
Golden State Foods  January 2011 - February 2014
Golden State Foods  July 2007 - December 2010
Golden State Foods  October 2006 - July 2007
TeraSci Industries   September 2004 - September 2006
Merrill Lynch   September 2002 - September 2004
Merrill Lynch financial services  July 2002 - August 2002

Skills
Work Well Independently, Team-oriented, Learning Quickly, Organized self-starter, Volunteering, Time Management, Meet Deadlines, Financial Analysis, Accounts Payable, Analysis

Education
California State University-Fullerton - College of Business and Economics   2004 — 2006
MBA, Finance

California State University-Fullerton, Mihaylo College of Business and Economics   1999 — 2003
BA, Finance

Thomas Preston Thomas Preston Newport Beach, California Details
Thomas Preston's Merrill Lynch Experience 2002 - 2003
Job Commercial Banker
Industry Commercial Real Estate
Experience
Bank of the West  March 2011 - Present
Bayview Financial  July 2004 - May 2008
Merrill Lynch   2002 - 2003
Wells Fargo  1991 - 2002

Skills
Loans, Real Estate, Banking, Finance, Commercial Real Estate, Commercial Mortgages, Cash Flow, Property Management, Small Business, Investors, Negotiation, Commercial Lending, Small Business Lending, Credit, Commercial Banking

Education
California State University-Fullerton
Political Science, Economics, Marketing, Government

Richard Arden Richard Arden Orlando, Florida Area Details
Richard Arden's Merrill Lynch Experience 2005 - 2007
Job Lead Financial Analyst at CHEP
Industry Business Supplies and Equipment
Experience
CHEP  June 2010 - Present
Robert Half Finance & Accounting  2009 - November 2010
New York Life Insurance Company  2008 - 2009
Arden Financial   2007 - 2008
Merrill Lynch   2005 - 2007
Universal Orlando  2003 - 2005
Sprint  1997 - 2002
Airtouch Cellular (Merged with other providers to become Verizon)   1996 - 1997
Risk Data Corporation (Merged with Fair Isaac in 2002)   1993 - 1996

Education
California State University-Fullerton, Mihaylo College of Business and Economics
B.A., Business - Concentration in Finance

Jenny Koechert Jenny Koechert Greater Denver Area Details
Jenny Koechert's Merrill Lynch Experience March 2008 - October 2009
Job Mammographer / Radiologic Technologist at Radiology Imaging Associates / Invision Sally Jobe
Industry Medical Practice
Experience
Radiology Imaging Associates / Invision Sally Jobe  March 2014 - Present
Rose Medical Center  January 2013 - December 2014
Morgan Stanley Smith Barney  March 2010 - October 2010
Merrill Lynch   March 2008 - October 2009
Janus Capital Group, Inc   October 2007 - March 2008
Janus Capital Group  January 2007 - October 2007
Toyota & Lexus   August 2002 - August 2006

Skills
Human Resources, Management, Customer Service, Sales, Marketing, Sales Operations, Finance, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Investments, Leadership, Team Building, Public Speaking, Healthcare

Education
Pima Medical Institute-Denver   2011 — 2012
Associate of Science (AS), Radiologic Technology/Science - Radiographer

California State University-Long Beach - College of Business Administration   1998 — 2002
B.S. Business Administration, Human Resources Management

Tolga Ince Tolga Ince Orange County, California Area Details
Tolga Ince's Merrill Lynch Experience December 2006 - March 2008
Job Financial Services Professional, Entry Level Management
Industry Financial Services
Experience
Merrill Lynch   December 2006 - March 2008
Macaroni Grill  April 2004 - November 2006

Education
California State University-Fullerton   2002 — 2007
BA, Business Management

Veronica Aldred Veronica Aldred Charlotte, North Carolina Area Details
Veronica Aldred's Merrill Lynch Experience April 2006 - July 2008
Job Financial Services Associate at Prudential Financial
Industry Financial Services
Experience
confidential  July 2009 - Present
Merrill Lynch   April 2006 - July 2008

Education
California State University-Fullerton   1998 — 1999
MBA, Business Administration

Jacquela Leon Jacquela Leon Austin, Texas Area Details
Jacquela Leon's Merrill Lynch Experience February 2004 - October 2008
Job Financial Services Professional
Industry Financial Services
Experience
ING Financial Advisers, LLC  2009 - 2010
Merrill Lynch   February 2004 - October 2008
Merrill Lynch   May 1997 - August 2003
Towers Perrin  January 1996 - May 1997
Kidder Peabody  March 1987 - March 1995

Education
California State University-Long Beach   1976 — 1979
Psychology

Compton Community College   1974 — 1976
General Studies

Zvi Shapiro, MBA, CPA Zvi Shapiro, MBA, CPA Greater Los Angeles Area Details
Zvi Shapiro, MBA, CPA's Merrill Lynch Experience May 2002 - June 2004
Job Team Lead/Sr. Account Specialist
Industry Financial Services
Experience
Private  June 2004 - Present
Merrill Lynch   May 2002 - June 2004
Fred Nussbaum, CPA   August 2000 - May 2002

Skills
Investments, Leadership, New Business Development, Accounting, Financial Modeling, Start-ups, Mortgage Lending, Finance, Sales, Commodity, Strategic Planning, Financial Analysis, Venture Capital, Trading, Entrepreneurship, Auditing, Loans, Due Diligence, Negotiation, Financial Services, Investment Properties, Business Planning, Corporate Finance, Private Equity, Business Development, Business Strategy, Account Reconciliation, Asset Management, Strategic Financial..., Customer Service, Mergers & Acquisitions, Financial Statements

Education
California State University-Long Beach   2007 — 2009
MBA, Finance

Yeshiva University   1995 — 1999
BS, Accounting

Lyle Spencer Lyle Spencer Spokane, Washington Area Details
Lyle Spencer's Merrill Lynch Experience January 1998 - January 1999
Job Data Warehouse Administrator at Gonzaga University
Industry Information Services
Experience
Gonzaga University  August 2013 - Present
Ellucian  June 2011 - August 2013
University of Idaho  October 2005 - June 2011
Acts Automation, Inc.   2003 - 2005
OHS Health & Safety Services Inc   January 2000 - January 2003
Morgan Stanley  January 1999 - January 2000
Merrill Lynch   January 1998 - January 1999
Kinko's  January 1996 - January 1998

Skills
Microsoft SQL Server, SQL, C, Programming, Linux, Databases, HTML, MySQL, Windows, PL/SQL, Business Intelligence, Cognos, Data Warehousing, Web Applications, CRM Integration, Integration Architecture, Oracle SQL, Student Information..., Higher Education..., ERP, Visio, Project Management, Agile Methodologies, Visual Basic, Software Project..., Analytics, Requirements Gathering, Oracle SQL Developer, Oracle, Enterprise Software, Business Analysis, Requirements Analysis

Education
California State University-Long Beach
BS Management, Information Systems; e-commerce

North Idaho College
degree, Management of Information Systems

Orange Coast College
degree, Management of Information Systems

David Mader David Mader Orange County, California Area Details
David Mader's Merrill Lynch Experience October 2010 - March 2012
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  July 2015 - Present
Wells Fargo Bank  March 2012 - July 2015
Merrill Lynch   October 2010 - March 2012
Wells Fargo Bank  June 2002 - October 2010

Education
California State University-Fullerton
BA, Political Science & Business Administration

Dennis Kunisaki Dennis Kunisaki Greater Los Angeles Area Details
Dennis Kunisaki's Merrill Lynch Experience February 2007 - April 2008
Job Consultant and Coach at Executive Service Corps of Southern California
Industry Financial Services
Experience
Executive Service Corps of Southern California  May 2010 - Present
US Trust  April 2008 - March 2009
U.S. Trust, Bank of America Private Wealth Management   1993 - 2009
U.S. Trust Company   1993 - 2009
Merrill Lynch   February 2007 - April 2008
US Trust  February 1993 - February 2007

Skills
Investments, Wealth Management..., Management, High Net Worth..., Investment Management, Relationship Management, Strategic Planning, Retirement, Retirement Planning, Financial Advisory, Insurance, Portfolio Management, Wealth, Wealth Management, Finance, Mutual Funds, Strategic Financial..., Asset Allocation

Education
The Institute of Certified Bankers   1996 — 1996
Certified Retirement Services Professional

College for Financial Planning   1986 — 1988
Certified Financial Planner, Financial Planning

Calipatria High School   1964 — 1968

California State University-Los Angeles
Bachelor of Science, Business Administration

Patrick DeBoer, CRPC® Financial Advisor Patrick DeBoer, CRPC® Financial Advisor Newport Beach, California Details
Patrick DeBoer, CRPC® Financial Advisor's Merrill Lynch Experience 2010 - 2012
Job at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  2010 - Present
Merrill Lynch   2010 - 2012
American Pacific Industries   2007 - March 2010
Banc of America Investments  2003 - 2007
US Bancorp/Piper Jaffray   2001 - 2003

Education
California State University-Long Beach - College of Business Administration   1993 — 1996
BS, Finance

Robert Reckinger Robert Reckinger Newport Beach, California Details
Robert Reckinger's Merrill Lynch Experience October 1987 - January 2012
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services  January 2012 - Present
Merrill Lynch   October 1987 - January 2012

Education
Cal State Fullerton

David Zhou, CFA David Zhou, CFA Orange County, California Area Details
David Zhou, CFA's Merrill Lynch Experience May 2007 - July 2007
Job Portfolio Analyst at PIMCO
Industry Investment Management
Experience
PIMCO  January 2008 - Present
Merrill Lynch   May 2007 - July 2007
California State University, Fullerton - Titan Computer Lab   May 2005 - August 2006

Skills
Portfolio Management, Portfolio Risk, Business Intelligence, Fixed Income Portfolio..., Interest Rate..., Automation, Databases, Leveraged Finance, Maintaining Strong..., Valuation, Derivatives, Risk Management, Equities

Education
University of Arizona, Eller College of Management   2006 — 2007
Master of Science, Finance; Fixed Income

California State University-Fullerton   2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance

Laura Veyna Trindl Laura Veyna Trindl Phoenix, Arizona Details
Laura Veyna Trindl's Merrill Lynch Experience June 1986 - October 1989
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA  August 2013 - Present
Charles Schwab  October 2011 - August 2013
Mini Mutts N Meows Rescue, Inc.   January 2007 - June 2012
Sunnymead Veterinarian Clinic   March 2010 - March 2011
Head Start  January 2007 - December 2007
Merrill Lynch   June 1986 - October 1989
Sutro & Company  June 1985 - June 1986
Charles Schwab  April 1982 - May 1984

Skills
Team Building, Leadership, Training, Nonprofits, Public Speaking, Sales, Psychotherapy

Education
California State University-Fullerton   2003 — 2008
Master's, Counseling

James C. Riley, CRPC® James C. Riley, CRPC® Newport Beach, California Details
James C. Riley, CRPC®'s Merrill Lynch Experience July 1994 - September 2014
Job Senior Vice President Investments at UBS Financial Services
Industry Financial Services
Experience
UBS  September 2014 - Present
Merrill Lynch   July 1994 - September 2014

Education
California State University-Long Beach   1984 — 1991
Bachelor's Degree, Accounting and Business/Management and Communication

Dylan Espley-Jones Dylan Espley-Jones Greater Los Angeles Area Details
Dylan Espley-Jones's Merrill Lynch Experience December 2007 - October 2008
Job Associate at Lee & Associates
Industry Commercial Real Estate
Experience
Lee and Associates  March 2010 - Present
Barker Managment, Inc.   May 2009 - January 2010
Merrill Lynch   December 2007 - October 2008

Skills
Disposition, Real Estate Economics, Finance, Brokerage, Valuation, Location Intelligence, Investment Properties, Dispositions, Marketing, Sales, Commercial Real Estate

Education
Southern Methodist University - Cox School of Business   2005 — 2009
BBA, Finance, English

Oxford University   2007 — 2007
English and History

California State University-Long Beach

jackie welsh jackie welsh United States Details
jackie welsh's Merrill Lynch Experience July 1989 - March 2005
Job administrative at Winonics
Industry Financial Services
Experience
Winonics   Administrative AssistantAreol Temp AgencyDecember 2010 - January 2011
Elite Trailer Components   March 2005 - November 2010
Merrill Lynch   July 1989 - March 2005
Merrill Lynch   1989 - 2000

Education
Cypress College
Associate of Arts

California State University-Fullerton

Daniel Devonald Daniel Devonald Orange County, California Area Details
Daniel Devonald's Merrill Lynch Experience 2013 - Present
Job Financial Advisor at JP Morgan
Industry Financial Services
Experience
Merrill Lynch   2013 - Present
J.P. Morgan   January 2011 - Present
Wells Fargo Advisors  October 2007 - August 2011

Education
California State University-Fullerton

Robert Salazar Robert Salazar Greater Los Angeles Area Details
Robert Salazar's Merrill Lynch Experience November 2008 - January 2009
Job Selling District Sales Manager
Industry Information Technology and Services
Experience
Paychex  March 2009 - Present
The Whole Child  July 2013 - Present
Merrill Lynch   November 2008 - January 2009
UBS Wealth Management  May 2007 - November 2008
Atrilogy Solutions Group  June 2006 - May 2007
ADP  June 2003 - June 2006
Oracle  April 2000 - June 2003
ADP  September 1996 - March 2000

Skills
New Business Development, Sales Process, Account Management, Team Leadership, Focus On Results, Salesforce.com, Cloud Computing, Solution Selling, Complex Sales, Business Analysis, Business Process..., Business Process, Sales, Business Strategy, Employee Benefits, SaaS, HRIS, Recruiting

Education
California State University-Fullerton - College of Business and Economics
BA, Economics

Diana Chien Diana Chien Orange County, California Area Details
Diana Chien's Merrill Lynch Experience March 2012 - June 2013
Job
Industry Financial Services
Experience
Fidelity Investments  June 2014 - Present
Fidelity Investments  June 2013 - June 2014
Compak Asset Management  March 2013 - June 2013
Merrill Lynch   March 2012 - June 2013
Bank of America  June 2010 - March 2012
The Walt Disney Company  June 2008 - June 2010
Associated Students, Inc.- CSUF   January 2009 - July 2009
Panhellenic Council  January 2007 - December 2008

Skills
Outlook, Event Planning, Fundraising, PowerPoint, Public Speaking, Cold Calling, Qualifying Prospects, Sales Plan, Management, Marketing Strategy, Time Management, Sales Management

Education
California State University-Fullerton   2006 — 2011
BA - Business Administration, Finance and Management

Darric Merrell Darric Merrell Placentia, California Details
Darric Merrell's Merrill Lynch Experience June 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2011 - Present

Education
California State University-Fullerton   2000 — 2010
BS, Kinesiology- Teacher Education

Jarno Mayes Jarno Mayes Visalia, California Area Details
Jarno Mayes's Merrill Lynch Experience July 2002 - December 2004
Job Staff Accountant
Industry Accounting
Experience
Tulare Lake Basin Water Storage District   February 2013 - Present
Toastmasters International  April 2012 - February 2013
Wright Ford Young & Co.   June 2011 - September 2011
Wells Fargo  August 2008 - September 2009
Merrill Lynch   July 2002 - December 2004

Skills
Account Reconciliation, Accounts Receivable, Accounts Payable, Retail Banking, Customer Service, Reconciliations, Month End Close, Journal Entries, Auditing, Accruals, Payroll, Benefits Administration, Financial Reporting

Education
California State University-Fullerton   2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting, 3.4

Norene Gill Norene Gill Orange, California Details
Norene Gill's Merrill Lynch Experience 1998 - 2002
Job Caregiver for My Child With Epilepsy
Industry Health, Wellness and Fitness
Experience
--  2002 - Present
Merrill Lynch   1998 - 2002
Staub Metals   1991 - 1998

Skills
Health and Home..., Administrative Support, Receptionist, Front Office, Problem Sloving, Volunteer, Epilepsy..., Tap Dance Instructor, Data Entry, Administrative..., Telephone Skills, Community Outreach, PowerPoint, Customer Service, Microsoft Office, Teaching, Research, Cpr Certified, Data Analysis, Grant Writing

Education
California State University-Long Beach   1987 — 1991
Bachelor's of Arts Degree, Liberal Arts and Sciences/Liberal Studies

sandra szalankiewicz sandra szalankiewicz Irvine, California Details
sandra szalankiewicz's Merrill Lynch Experience
Job Adminstrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  

Skills
Series 7

Education
California State University-Fullerton

Julie Ngo, CIMA Julie Ngo, CIMA Orange County, California Area Details
Julie Ngo, CIMA's Merrill Lynch Experience January 1994 - September 1994
Job Investment Management Professional
Industry Investment Management
Experience
The Shadden Group at Morgan Stanley Smith Barney   October 2003 - December 2009
The Shadden Group at Morgan Stanley Dean Witter   September 1994 - October 2003
Merrill Lynch   January 1994 - September 1994
Bonnie Wusz & Associates   January 1990 - December 1993

Skills
Investment Mgr Research..., Asset Allocation..., Manager Style &..., RFP Developement, Investment Policy..., Performance Analytics &..., Zephyr Style Advisor, Vestek, Polaris & Orion (Smith..., MS Word / Excel /..., Saleslogix database..., Effective written...

Education
IMCA® - Taught in conjuntion with The Wharton School, University of Pennsylvania   2009 — 2009
CIMA®,, Certified Investment Management Analyst

California State University-Long Beach   1994 — 1996
Master of Business Administration (MBA), Finance

California State University-Long Beach   1988 — 1994
Bachelor of Science (B.S.), Finance

Dwayne Kellum Dwayne Kellum Orange County, California Area Details
Dwayne Kellum's Merrill Lynch Experience June 1994 - March 1998
Job Consultant at Merchant services
Industry Online Media
Experience
Merchant services  June 2012 - Present
Affnet   November 2006 - June 2012
Merrill Lynch   June 1994 - March 1998

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java

Education
California State University-Long Beach - College of Business Administration
Bachelor of Arts (B.A.), Accounting

Melissa Park Melissa Park Fullerton, California Details
Melissa Park's Merrill Lynch Experience February 2014 - May 2014
Job Marketing Assistant at Nett Solutions
Industry Marketing and Advertising
Experience
Nett Solutions Inc.  June 2014 - Present
Merrill Lynch   February 2014 - May 2014
Kang & Associates   January 2011 - January 2014
Maker Studios Inc  June 2013 - August 2013
BUSINESS EXPO CENTER  August 2012 - January 2013
Act 1 Escrow   January 2009 - January 2011

Skills
Marketing, Marketing Communications, Social Media Marketing, Public Relations, Social Media, Microsoft Excel, Google Adwords, Photoshop, Illustrator, Public Speaking, Presentations, Data Entry

Education
California State University-Fullerton   2010 — 2014
Bachelor’s Degree, Marketing

Sunny Hills High School   2006 — 2010

Amre Morsy Amre Morsy Phoenix, Arizona Area Details
Amre Morsy's Merrill Lynch Experience January 2008 - January 2009
Job COO, Operations Manager, Technology with Sales, Business Development | Open to new opportunities
Industry Information Technology and Services
Experience
Strategic Operations Management Leadership, Phoenix, Arizona Area   2015 - Present
HearTV, LLC   August 2011 - Present
Capriotti's Sandwich Shop, Inc.   February 2009 - June 2011
Merrill Lynch   January 2008 - January 2009
Wells Fargo  December 2005 - December 2007
Wells Fargo  August 2005 - December 2007
Zeacom (An Enghouse Interactive company)   January 2001 - January 2005

Skills
Entrepreneurship, Project Management, Business Development, Start-ups, Consulting, Management, Product Marketing, New Business Development, Product Management, Business Strategy, Sales Management, Manufacturing, Market Analysis, Mobile VoIP, Strategic Partnerships, Networking, Strategic Planning, VoIP protocols SIP, CIOs, Marketing Strategy, COO, Operations Management, IT Operations, Sales Operations, Computer Network..., Strategy

Education
California State University-Long Beach   1997 — 2000
Bachelor's Degree

Cerritos College   1994 — 1997
Associate's Degree

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