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
Jeremiah Bauman Jeremiah Bauman Greater Los Angeles Area Details
Jeremiah Bauman's Merrill Lynch Experience June 2002 - July 2007
Job Client Portfolio Manager at Bauman Financial Services
Industry Financial Services
Experience
Bauman Financial Services   August 2007 - Present
Merrill Lynch   June 2002 - July 2007
Banc of America Securities  January 1999 - September 2001

Skills
Financial Planning, Estate Planning, Retirement Planning, Wealth Management..., Portfolio Management, Investment Strategies, Life Insurance, 401k, 401k Rollovers, Small Business..., Small Business..., Retirement Income...

Education
California State University-Northridge   1987 — 1991
Bachelor of Science, Finance

Dolores Baltierra Dolores Baltierra Las Vegas, Nevada Details
Dolores Baltierra's Merrill Lynch Experience 1992 - 2003
Job Administrstive Assistant at World Ventures
Industry Leisure, Travel & Tourism
Experience
World Ventures  May 2010 - Present
MGM Resorts International  December 2009 - December 2010
Wyndham Vacation Ownership  2006 - 2008
Merrill Lynch   1992 - 2003
Apple One Temporary Employment  1991 - 1992
Apple One Temporary Employment  1991 - 1992
Apple One Temporary Employment  1991 - 1992

Skills
Microsoft Office, Excel, Customer Service, Kronos, Scantron, Negotiation, Facebook, Payroll, Outlook, Event Planning, Social Networking, Account Management, Management, Microsoft Excel, Social Media, Advertising, Coaching, Customer Satisfaction, Online Advertising, Sales, Recruiting, Marketing Communications, Team Building, Event Management, Budgets, PowerPoint, Public Speaking, Marketing, Human Resources, Market Research, Employee Relations, Online Marketing, Microsoft Word, Training, Process Scheduler, Social Media Marketing, Time Management, Marketing Strategy, Leadership, Public Relations

Education
California State University-Los Angeles
Psychology

Steven Spanton Steven Spanton Greater Los Angeles Area Details
Steven Spanton's Merrill Lynch Experience December 2013 - May 2014
Job Financial Analyst
Industry Management Consulting
Experience
PennyMac Loan Services, LLC  June 2014 - August 2014
Merrill Lynch   December 2013 - May 2014
Merrill Lynch   August 2013 - December 2013
City of Hope  June 2010 - June 2012
AlliedBarton Security Services  August 2007 - June 2010
Le Montrose Suite Hotel (Outrigger Lodging Services)   December 1998 - December 2005
The Beverly Hills Hotel  January 2001 - May 2002
Universal Studios Hollywood  April 1999 - May 2000

Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Security Management, Hospitality, Leadership, PowerPoint, Hotels, Public Speaking, Social Media Marketing, Budgets, Management, Presenter, Customer Service, Inventory Management, Organization, Problem Solving, Public Relations, Marketing, Training, Time Management, Human Resources, Sales, Teamwork, Event Planning, Team Building, Sales Management, Creative Strategy

Education
California State University-Northridge   2012 — 2015
Bachelor of Science (B.S.), Finance, Management and Business Administration with an option in Honors, 4.0

Los Angeles City College
A.A., Finance & Banking, 4.0

Cardinal Newman High School
High School, College Preparatory

Nicole Schott Nicole Schott Sacramento, California Details
Nicole Schott's Merrill Lynch Experience April 2006 - December 2007
Job Accounting Services Analyst at RightSourcing, Inc.
Industry Human Resources
Experience
RightSourcing, Inc.   February 2013 - Present
VSP Vision Care  February 2012 - February 2013
JP Morgan Chase  February 2011 - February 2012
State Street  October 2008 - February 2011
Merrill Lynch   April 2006 - December 2007
Blomberg Window Systems   January 1994 - April 2006

Skills
Accounts Payable, Accounting, Trade Operations, Settlement, PeopleSoft, Payroll, Accounts Receivable, Cash Management, Access, Account Reconciliation, Outlook, Data Entry, General Ledger, Financial Statements, Bank Reconciliation, Forecasting, Accruals, Journal Entries, QuickBooks, Payments, Microsoft Excel, Financial Analysis, Customer Service, Auditing, Sales, Finance

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

Norma Gonzalez, MBA Norma Gonzalez, MBA Los Angeles, California Details
Norma Gonzalez, MBA's Merrill Lynch Experience 2006 - 2007
Job Associate Client Services/Sales at NWQ Investment Management Co. LLC
Industry Investment Management
Experience
NWQ Investment Management Co. LLC   April 2013 - Present
NWQ Investment Management Co. LLC   September 2007 - April 2013
Merrill Lynch   2006 - 2007

Skills
Mutual Funds, Securities, Equities, Investments, Trading, ETFs, Investment Management, Hedge Funds, Investment Strategies, Equity Research, Wealth Management, Investment Advisory, Capital Markets, Bonds, Equity Valuation, Derivatives, Options, Financial Markets, Private Equity, Financial Services, Bloomberg Terminal, Investment Banking, Equity Trading, Trading Systems, Corporate Finance, Fund Of Funds, Due Diligence, Strategic Financial..., Finance, Separately Managed..., Portfolio Optimization, Electronic Trading, FINRA, Risk Management, Middle Office, Emerging Markets, Structured Products, Banking, Institutional..., FX Options, Credit

Education
Mount Saint Mary's College California   2010 — 2012
Master of Business Administration (MBA), Organizational Leadership

California State University-Northridge   2003 — 2007
Bachelor of Business Administration (BBA), Finance and Real Estate

Lon Rohlfing Lon Rohlfing Sacramento, California Details
Lon Rohlfing's Merrill Lynch Experience December 2003 - November 2004
Job Associate Governmental Program Analyst at California Secretary of State
Industry Government Administration
Experience
California Secretary of State  May 2014 - Present
California Secretary of State  November 2013 - May 2014
California State University, Sacramento  January 2008 - May 2014
California State Board of Equalization  July 2013 - November 2013
State of California  March 2010 - November 2010
Capital Tradeline   February 2005 - December 2007
KB Home  July 2006 - October 2006
Merrill Lynch   December 2003 - November 2004
E*TRADE Financial  November 2001 - October 2002
Franklin Templeton Investments  January 1998 - December 2000

Skills
Customer Service, Excel, PowerPoint, Research, Word, Writing, Public Speaking, Microsoft Office, Customer Relations, Financial Analysis, Access, Accounting, Problem Solving, Outlook, Adobe Acrobat, Editing, Financial Planning, Investments, Coaching, Teaching, Graphic Design, Sales, Training, Program Management, Marketing, Process Improvement, Data Analysis, Leadership, Time Management, Social Networking, Business Development, Data Entry, Management, Microsoft Excel

Education
California State University-Sacramento   2008 — 2011
MA, Ancient History

California State University-Sacramento   2007 — 2008
2nd BA, History

Whittier College   1991 — 1997
BA, Economics

James Song James Song Greater Los Angeles Area Details
James Song's Merrill Lynch Experience September 2011 - June 2013
Job Vice President of Operations and Partnerships at AudienceX
Industry Marketing and Advertising
Experience
AudienceX   June 2014 - Present
Wells Fargo  May 2013 - June 2014
Merrill Lynch   September 2011 - June 2013
JPMorgan Chase  November 2009 - September 2011
Citi  June 2006 - November 2009

Skills
Portfolio Management, Finance, Analysis, Sales, Investments, Training, Management, Wealth Management, Strategic Financial..., Marketing, Commercial Banking, Retirement Planning, Financial Advisory, Leadership, Business Development, Insurance, Employee Benefits, Small Business, Banking, Credit, Financial Planning, Social Media Marketing, CRM, Social Media, Online Advertising, Digital Marketing

Education
California State University-Northridge
Bachelor of Arts, Economics; Economics, Financial Accounting, Psychology, and Communication Studies

Suzette Callejo Suzette Callejo San Francisco, California Details
Suzette Callejo's Merrill Lynch Experience January 2008 - September 2009
Job Credit Suisse Securities LLC
Industry Financial Services
Experience
Credit Suisse  August 2009 - Present
Credit Suisse  August 2009 - August 2012
Merrill Lynch   January 2008 - September 2009
Credit Suisse  February 2003 - January 2008
JPMorgan Chase / H&Q   February 1996 - May 2002

Skills
Securities, Series 7, Bloomberg, Mutual Funds, Trading, Equities, Financial Services, Retail Banking, Due Diligence, Series 63, Risk Management, Management, Options, Microsoft Office, Microsoft Word, Microsoft Excel, Asset Allocation

Education
California State University-Sacramento

Rebecca (Theis) Pesko Rebecca (Theis) Pesko Emerald Isle, North Carolina Details
Rebecca (Theis) Pesko's Merrill Lynch Experience 2000 - 2001
Job Instructor at Carteret Community College
Industry Higher Education
Experience
Carteret Community College  August 2013 - Present
Pesko Custom Carpentry, LLC   2003 - Present
Barefoot Memories Photography   January 2003 - December 2013
San Diego Community College District  January 2002 - August 2003
Bruno, Mack and Barclay   2001 - 2002
Merrill Lynch   2000 - 2001

Skills
Higher Education, Finance, Economics, Financial Risk..., Poverty, Blackboard, Education, Accounting, Small Business, Cost Control, QuickBooks, Moodle, Instructional Technology, Entrepreneurship, Distance Learning, Photography

Education
California State University-Sacramento   1999 — 2000
Master of Business Administration (M.B.A.), Finance

Harvard Extension School   2014 — 2014
Graduate School, Economics

University of North Carolina at Wilmington   2012 — 2013
Elementary Education

CSU Sacramento   1995 — 1999
Bachelor's Degree, Business Administration and Management, General

Angelique Odom Angelique Odom Northridge, California Details
Angelique Odom's Merrill Lynch Experience 1991 - 1997
Job Faculty Liaison at Northwest Anesthesia Seminars
Industry Higher Education
Experience
Northwest Anesthesia Seminars   February 2015 - Present
KUWAIT CULTURAL OFFICE, LOS ANGELES   April 2014 - December 2014
California State University, Northridge  April 2013 - April 2014
California State University, Northridge  September 2008 - April 2013
CALIFORNIA STATE UNIVERSITY, NORTHRIDGE  September 2006 - September 2008
Mad Dogg Athletics  October 2004 - January 2006
ATLANTIC COFFEE ROASTERS   August 1998 - August 2002
FIRST AND OCEAN BANK   October 1997 - May 1998
Merrill Lynch   1991 - 1997
United States Marine Corps  1980 - 1989

Skills
Customer Service, Community Outreach, Event Management, Public Speaking, Social Media, Microsoft Office, Fundraising, PowerPoint, Social Networking, Student Affairs, Administrative..., Public Relations, Outlook, Data Entry, Office Management, Marketing, Event Planning, Sales, Nonprofits, Higher Education, Research, Training, Leadership

Education
California State University-Northridge   2010 — 2012
Master of Arts (MA), Higher Education/Higher Education Administration

California State University-Northridge   2006 — 2010
BS, Kinesology

Santa Monica College   2004 — 2006
AA, Liberal Arts

Jeffrey Ngo Jeffrey Ngo San Francisco Bay Area Details
Jeffrey Ngo's Merrill Lynch Experience November 2013 - April 2014
Job Assistant Vice President, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  March 2015 - Present
Scottrade  July 2014 - March 2015
Merrill Lynch   November 2013 - April 2014
Wells Fargo  November 2009 - November 2013

Skills
Social Media, Sales, Public Relations, Social Networking, Salesforce.com, Event Planning, Social Media Marketing, Management, Marketing Strategy, Business Development, Sales Management, Email Marketing, Account Management, Marketing, Customer Service, Finance, Investments, Leadership, Microsoft Office, Banking, Microsoft Excel, Credit

Education
Metropolitan Community College   2015 — 2017
Certificate of Achievement, Personal Financial Planning

California State University-Sacramento   2003 — 2008
Bachelor of Science (B.S.), Business Administration. Emphasis in Marketing

Imelda Mangubat Imelda Mangubat San Francisco, California Details
Imelda Mangubat's Merrill Lynch Experience 2000 - 2001
Job Wastewater Treatment Professional Plant Operator III California State Certified Grade IV
Industry Utilities
Experience
SSF/SB Water Quality Control Plant   April 2008 - Present
Virgin America  July 2007 - February 2008
Open Business Exchange   2005 - 2006
Merrill Lynch   2000 - 2001

Skills
Microsoft Word, PowerPoint, Microsoft Excel, Project Management, Public Speaking, Team Building, Microsoft Office, Operations Management, Customer Service, Data Analysis, Training, Program Management, Analysis, Process Improvement, Management, Event Planning, Budgets, Leadership

Education
California State University-Sacramento   2008 — 2012
Office of Water Programs

Local 39 Apprenticeship   2008 — 2012
Journeyman, Stationary Engineer/Wastewater Treatment Plant Operator

Bill Bartok Bill Bartok Sacramento, California Area Details
Bill Bartok's Merrill Lynch Experience June 1995 - July 2008
Job Mortgage Advisor at Stanford Mortgage
Industry Financial Services
Experience
Stanford Mortgage  May 2011 - Present
Gold Mountain Winery, Fitzpatrick Lodge   September 2014 - November 2014
FYEF Foster Youth Education Fund   2005 - 2014
Napoli Cafe & Wine Bar   January 2010 - December 2010
Wells Fargo Investments, Private Banking   August 2008 - July 2009
Merrill Lynch   June 1995 - July 2008
ComUnity Lending  September 1993 - August 1994
Western Sunrise Mortgage  1989 - 1993

Skills
Investments, Credit, Insurance, Loans, Mortgage Lending, Estate Planning, Series 7, Strategic Financial..., USDA, FHA financing, Retirement Planning, Residential Mortgages, Refinance, Mortgage Banking, Financial Advisory, Certified Mortgage..., Securities, Referrals, Mutual Funds, Investment Properties, FHA, First Time Home Buyers, Sellers, Finance, Investors, Retirement, Portfolio Management, Loan Origination, Real Estate Financing, Mortgage Planning, Financial Planning, Mortgage, Luxury home financing, Mortgage Marketing, VA loans, Reverse Mortgages, Construction Loans, Government Loans, Underwriting, Mortgage Underwriting, Commercial Mortgages, Funding, Real Estate

Education
Napoli Culinary Achedmy   2009 — 2010
Culinary Arts, Restuarant Management

College for Financial Planning   2007 — 2008
CRPC, Financial Planning

CSU Sacramento   1990 — 1993
BS, Real Estate/Finance

Jerry Khamnivong Jerry Khamnivong San Francisco Bay Area Details
Jerry Khamnivong's Merrill Lynch Experience February 2013 - Present
Job Assistant Vice President, Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   February 2013 - Present
Wells Fargo  August 2011 - February 2013
U.S. Bank   November 2009 - August 2011

Skills
Small Business Lending, Consumer Lending, Loans, Credit, Lines Of Credit, Credit Analysis, Banking, Retail Banking, Loan Origination, Finance, Portfolio Management, Underwriting, Mutual Funds, Financial Analysis, Risk Management, Valuation, Strategic Financial..., Financial Planning

Education
California State University-Sacramento   2008 — 2010
Bachelor's of Science, Business Administration

Sahirenys Ortega Sahirenys Ortega Greater San Diego Area Details
Sahirenys Ortega's Merrill Lynch Experience January 2013 - April 2013
Job Financial Services Team Associate
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Hoover Luster Wealth Management Group, an Office of MetLife   July 2013 - December 2013
University Student Union, Inc.   January 2012 - May 2013
Merrill Lynch   January 2013 - April 2013
Moneytree  January 2011 - July 2012
Target  June 2008 - July 2011

Skills
Customer Service..., Bilingual (Spanish), Organizational Awareness, Self-motivated Team..., Customer Service, Finance, Analysis, Management, Strategy

Education
California State University-Northridge   2011 — 2013
Bachelor of Science (BS), Finance and Financial Management Services

Southwestern College   2008 — 2011
Transfer Student, Finance, General

Felix Munoz Felix Munoz North Hollywood, California Details
Felix Munoz's Merrill Lynch Experience September 2005 - January 2006
Job Regional Sales Manager Architectural at Bobrick Washroom Equipment
Industry Building Materials
Experience
Bobrick Washroom Equipment  November 2011 - Present
Bobrick Washroom Equipment  October 2008 - November 2011
Bobrick Washroom Equipment, Inc  July 2007 - September 2008
Bobrick Washroom Equipment, Inc  September 2006 - June 2007
Merrill Lynch   September 2005 - January 2006
Volunteer Income Tax Assistance (VITA)   September 2004 - May 2005

Skills
Marketing, Sales, Outlook, Marketing Strategy, Management, Strategic Planning, Tactical Sales Planning, PSS, Contract Negotiating, Competitive Analysis, Sales Management, Pricing, Recruiting, Leadership, Sales Operations, Training, New Business Development, Customer Service, Negotiation, Team Building

Education
California State University-Northridge   2002 — 2006
Bachelors of Science

Evan Hunter, CFA Evan Hunter, CFA Greater Los Angeles Area Details
Evan Hunter, CFA's Merrill Lynch Experience 2005 - 2005
Job Investment Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  2008 - Present
Wells Fargo  2005 - 2008
Citi  2005 - 2005
Merrill Lynch   2005 - 2005

Skills
Wealth Management, Investments, Portfolio Management, Financial Modeling, Equities, Investment Strategies, Fixed Income, Asset Allocation, Financial Analysis, Valuation, Asset Management

Education
California State University-Northridge
Bachelor of Arts (BA), Economics

Tara Eddy, M.S., P.P.S Tara Eddy, M.S., P.P.S Greater Los Angeles Area Details
Tara Eddy, M.S., P.P.S's Merrill Lynch Experience May 2006 - May 2007
Job Nationally Certified School Psychologist at Santa Monica Malibu Unified School District
Industry Education Management
Experience
Santa Monica Malibu Unified School District  August 2012 - June 2013
Los Angeles Unified School District  August 2011 - June 2012
The Broad Foundation  August 2009 - January 2011
The Broad Foundation  October 2007 - July 2009
Interpret LLC  June 2007 - September 2007
Merrill Lynch   May 2006 - May 2007

Skills
Psychological Assessment, Academic and behavior..., Student Counseling, Positive Behavior..., Bilingual assessment, Preschool assessment, Consultation, Data Analysis, Research, Program Management, Grants, Non-profits, Organizational..., Nonprofits, Applied Behavior..., Interventions, Training, Psychology, Program Development, Staff Development, Crisis Intervention, Grant Writing, Program Evaluation, Educational Leadership, Community Outreach, Special Education, Curriculum Development, Policy, Curriculum Design, Spanish, Adolescents, Group Therapy, Behavior Modification, Mental Health, Leadership Development, Education Policy, Public Speaking, Volunteer Management, Student Affairs, Qualitative Research, Fundraising, Elementary Education, Workshop Facilitation, Teacher Training, K-12, Organizational..., Proposal Writing

Education
California State University-Northridge   2010 — 2013
Pupil Personnel Services Credential, School Psychology

California State University-Northridge   2010 — 2013
Masters of Science, Counseling

New York University   2003 — 2007
Bachelor of Arts, Psychology

Wharton School of Business   2007 — 2007
Leadership Program

Donald Yeck Donald Yeck Greater Los Angeles Area Details
Donald Yeck's Merrill Lynch Experience 2003 - 2004
Job Digital Integrations, PM at Telepictures
Industry Internet
Experience
Telepictures Productions, Warner Bros. Television Group   January 2013 - Present
Tecca  November 2010 - October 2012
InternetBrands   February 2007 - November 2010
GE Money  2005 - 2007
BNSF Railway  2004 - 2005
Merrill Lynch   2003 - 2004

Skills
Lead Generation, Business Development, E-commerce, Strategic Planning, Forecasting, Business Planning, CPL, Budgets, Online Advertising, Analytics, Strategic Partnerships, SEO, Web Analytics, Affiliate Marketing, Start-ups, DFP, Project Management, PPC, Advertising, New Business Development, Management, Leadership, Product Development

Education
California State University-Northridge   2000 — 2004
BS, Finance

Amit Josef Amit Josef Greater Los Angeles Area Details
Amit Josef's Merrill Lynch Experience September 2013 - June 2014
Job Wealth Planning Analyst at UBS
Industry Financial Services
Experience
UBS Wealth Management  July 2014 - Present
Merrill Lynch   September 2013 - June 2014
MassMutual Financial Group  June 2013 - September 2013
Infinity Capital Funding, Inc   December 2011 - January 2013
YMCA  September 2007 - June 2008

Education
California State University-Northridge   2009 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services

Harnet Gaim Harnet Gaim New York, New York Details
Harnet Gaim's Merrill Lynch Experience August 2006 - June 2009
Job Vice President, Global Program Trading Operations, Finance, and Risk
Industry Financial Services
Experience
Millennium Management  May 2014 - Present
Bank of America Merrill Lynch  July 2009 - November 2012
Merrill Lynch   August 2006 - June 2009
State Street  February 2006 - May 2006
Barclays Global Investors  July 2001 - November 2004
E*TRADE Financial  November 1999 - June 2001

Skills
Middle Office, Operational Risk, Market Risk, Equity Trading, ETFs, Program Trading, Options Strategies, Market Research, Financial Analysis, Market Analysis, Portfolio Management, Fixed Income, Derivatives, Alternative Investments, Capital Markets, Hedge Funds, Bloomberg, Brokerage, Project Management, Managing Processes, Process Improvement, Quantitative Research, Quantitative Analytics, Quantitative Finance, Quantitative Investing, Personal Finance, Investments, FX Options, Trading, Options, Electronic Trading, Bonds, Financial Services, Financial Risk, Swaps, Emerging Markets, Back Office, Settlement, Investment Banking, Finance, Securities, Financial Markets, Trading Systems, Securities Lending, Prime Brokerage, Corporate Actions, Credit Derivatives, Equities, Risk Management, Management

Education
California State University-Sacramento   2001 — 2003
MBA, Finance, General

Saint Anselm College   1997 — 1999
Bachelor of Arts (BA), Business and Finance

Independent Study

Carlton Knox Carlton Knox San Francisco Bay Area Details
Carlton Knox's Merrill Lynch Experience February 1999 - July 2004
Job Enterprise IT Project Manager ~ IT Governance ~ Cost Controls ~ Spanish
Industry Information Technology and Services
Experience
Blackhawk Network  March 2012 - Present
First Republic Bank  November 2009 - December 2011
A+ (for JBL)   September 2008 - June 2009
CaseCentral  July 2007 - August 2008
Fisher Investments  September 2005 - June 2006
Fisher Investments  July 2004 - August 2005
Merrill Lynch   February 1999 - July 2004

Skills
ITIL, Program Management, Project Management, IT Management, Enterprise IT..., Process Improvement, Enterprise IT Project..., Vendor Management, Team Leadership, Disaster Recovery, Software Documentation, SharePoint, Management, Integration, CRM, VMware, Microsoft Office, MS Project, Virtualization, Customer Service, Windows Server, Leadership, Security, Active Directory, Team Building, Telecommunications, Business Process, Enterprise Software, IT Strategy, XP, Problem Solving, Strategy, Information Technology, Networking, Change Management, Contract Negotiation, IT Service Management, Windows XP, Project Planning, Testing, Business Analysis, Windows Server 2003, Staff Training, Developing KPIs, Resource Allocation, Needs Assessment, Call Center Operations, Release Management, Systems Evaluation, Cost Controls

Education
California State University-Sacramento
BA, History and Business

Kristoffer Bravo Kristoffer Bravo Torrance, California Details
Kristoffer Bravo's Merrill Lynch Experience September 2009 - January 2010
Job Personal Banker at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo  February 2014 - Present
Automobile Club of Southern California  October 2011 - January 2014
Best Buy Co., Inc   August 2006 - October 2011
Merrill Lynch   September 2009 - January 2010
EXPRESS  September 2009 - January 2010

Skills
Coaching, Advertising, Merchandising, Retail Sales, Sales, Store Management, Customer Service, Planograms, Direct Sales, Profit, Cashiering, Microsoft Office, Microsoft Word, Outlook, Driving Results, Salesforce.com, Cold Calling, Microsoft Excel, Big Box, Time Management, Inventory Control, Customer Satisfaction, Inventory Management, Retail, CRM

Education
California State University-Northridge   2008 — 2010
Bachelors Of Science, Management & Marketing

El Camino College   2003 — 2008
Associate of Science (AS), Business Administration and Management, General

Jon Varkony Jon Varkony Greater Los Angeles Area Details
Jon Varkony's Merrill Lynch Experience August 2014 - November 2014
Job 2015 CSUN Finance Grad Seeking Financial Analyst Position
Industry Financial Services
Experience
Merrill Lynch   August 2014 - November 2014
Community Bank  June 2014 - August 2014
First Investors  June 2014 - August 2014
BevMo!  July 2013 - July 2014

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Accounting, English, Finance, Financial Analysis, Leadership, Management Consulting, Marketing Strategy, Microsoft Office, Outlook, Photoshop, Retail, Sales, Time Management, Strategic Planning, Windows

Education
California State University-Northridge   2013 — 2015
Bachelor of Science (B.S.), Finance

Los Angeles Valley College   2010 — 2013
Finance

Mark Stalzer Mark Stalzer Greater Los Angeles Area Details
Mark Stalzer's Merrill Lynch Experience 1995 - 1997
Job
Industry Research
Experience
Caltech  August 2015 - Present
Gordon and Betty Moore Foundation  August 2013 - August 2015
Caltech  May 2010 - August 2015
Caltech  October 2004 - August 2013
Hughes Research Labs   1991 - 2004
Merrill Lynch   1995 - 1997
Trace Instruments   1981 - 1991

Skills
Scientific Computing, High Performance..., Parallel Computing, Algorithms, Computer Science, Derivatives, Financial Markets, Computational..., Computational Finance, Big Data, Machine Learning, Distributed Systems, Artificial Intelligence, Simulations, Mathematical Modeling, Pattern Recognition, LaTeX, Data Mining, Numerical Analysis, Parallel Programming, Image Processing, Applied Mathematics, Computer Vision, Signal Processing, R, Software Engineering, Science, Physics, Mathematica, Computational Biology, Bioinformatics, Theory, Statistical Modeling, Optimization, Monte Carlo Simulation, Numerical Simulation, Experimentation, Environmental Awareness

Education
University of Southern California   1988 — 1993
Ph.D., Computer Science

California State University, Northridge   1979 — 1984
B.S., Mathematical Physics and Computer Science

University of California, Los Angeles
Executive Program, Anderson GSM 1999

Lernik Moses Lernik Moses Santa Monica, California Details
Lernik Moses's Merrill Lynch Experience October 2011 - May 2012
Job Branch Manager 3 at U.S. Bank
Industry Banking
Experience
U.S. Bank   July 2015 - Present
U.S. Bank   November 2014 - July 2015
U.S. Bank   March 2014 - October 2014
U.S. Bank   December 2013 - February 2014
U.S. Bank   July 2013 - November 2013
U.S. Bank   August 2012 - June 2013
Merrill Lynch   October 2011 - May 2012
MACsun - The Management Association of California State University Northridge  September 2011 - May 2012
Vision International People Group PL.   November 2003 - October 2007

Skills
Cross Selling, Leadership, Portfolio Management, Selling Cisco Video..., Strategic Planning, Microsoft Excel, Organizational..., Customer Acquisition, Customer Satisfaction, Management, Salesforce.com, Sales&Marketing, Strong leadership..., Selling Cisco..., Selling Borderless..., Cisco Architectures for..., Cisco Partner Advantage, Cisco Small Business..., Enhancing Cisco Partner..., Extensive experience in..., Strategic planning..., Proficiency in..., Project Management, Sales, Public Speaking, Social Media, Customer Service, Banking, Loans, Financial Services, Finance, Home Equity Lines of..., Microsoft Office, Residential Mortgages, Home Equity Loans

Education
California State University-Northridge   2010 — 2012
Bachelor of Science (B.S.), Finance, General

California State University-Northridge   2010 — 2012
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Luis Perello CRPC® Luis Perello CRPC® Greater Los Angeles Area Details
Luis Perello CRPC®'s Merrill Lynch Experience November 2012 - Present
Job vice president, financial solutions advisor
Industry Financial Services
Experience
Merrill Lynch   November 2012 - Present
Wellsfargo advisors   January 2009 - November 2012
culvercity   September 2007 - December 2008

Skills
Series 63, Retirement Planning, Wealth Management, Mutual Funds, Investments, Series 7, Life Insurance, Retirement, Insurance, Financial Planners, Banking, Credit, Residential Mortgages

Education
California State University-Northridge   2001 — 2006
Bachelor's degree, Marketing

burbank high school   1998 — 2001
high school, High school

Asher Kalef Asher Kalef Greater Los Angeles Area Details
Asher Kalef's Merrill Lynch Experience December 2010 - April 2011
Job Marketing Consultant at KOLA/KCAL Radio
Industry Marketing and Advertising
Experience
KOLA Radio   August 2011 - Present
Sigma Chi Fraternity  June 2015 - Present
Merrill Lynch   December 2010 - April 2011

Skills
Marketing Strategy, Marketing Communications, Social Media Marketing, Marketing, Digital Marketing, Social Media, Advertising, Market Research, Email Marketing, Integrated Marketing, Direct Marketing, Online Advertising, Online Marketing, Financial Services, Salesforce.com, Lead Generation, Competitive Analysis, Analytics, Strategic Planning, Digital Strategy, Social Networking, Copywriting, Public Relations, Radio, Account Management, New Business Development, Event Planning, Business Planning, Team Leadership, Radio Advertising, Marketing Research, Fundraising, Brand Development, Digital Media, SEM, Advertising Sales, Strategic Partnerships, Broadcast, Media Planning

Education
California State University-San Bernardino   2009 — 2011
Bachelor's degree, Business Administration and Management, Minor in Finance, 3.65

Justin Ozeroff Justin Ozeroff Sacramento, California Area Details
Justin Ozeroff's Merrill Lynch Experience January 2006 - June 2011
Job Financial Adviser VALIC/AIG
Industry Financial Services
Experience
VALIC  June 2011 - Present
Merrill Lynch   January 2006 - June 2011
ARGENT SAVINGS and LOAN   January 1991 - January 2005
Family Service Agency  January 1992 - January 1999
Northern California Collection Service   January 1992 - January 1996

Skills
Environmental Impact..., Environmental Management, Environmental Compliance, Recruiting, Finance, Program Management, Mortgage Lending, Business Development, Loans, Interviews, Operations Management, Accounting, Research, Series 7, Investments, Retirement, Fixed Annuities, Series 63, 401k, IRAs

Education
California State University-Sacramento   1995 — 2000
BS, Enviromental Resouce

California State University-Sacramento   1996 — 1999
Bachelor of Science, Environmental Science; Air quality, water and energy resource management

Daniel Fialkoff Daniel Fialkoff Baltimore, Maryland Area Details
Daniel Fialkoff's Merrill Lynch Experience August 2005 - June 2008
Job Value Line Funds
Industry Financial Services
Experience
Value Line Funds   January 2013 - Present
AXA Advisors  May 2012 - December 2012
T. Rowe Price  June 2010 - April 2012
T Rowe Price  June 2008 - June 2010
Merrill Lynch   August 2005 - June 2008

Skills
Loans, Employee Benefits, Entrepreneurship, Retirement Planning, Investments, Mortgage Lending, Series 7, Series 63, Financial Analysis, Mutual Funds, Real Estate, Portfolio Management, Asset Allocation, Securities, Credit, Asset Managment

Education
California State University-Northridge
MBA

Lev Aryeh

Queens College
Bachelor’s Degree, Political Science and Government

Louis Rodrigue Fouda Louis Rodrigue Fouda Washington D.C. Metro Area Details
Louis Rodrigue Fouda's Merrill Lynch Experience 2004 - 2007
Job Investment Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  2007 - Present
Wells Fargo  2007 - 2009
Merrill Lynch   2004 - 2007

Skills
Corporate Finance, Investment Banking, Investments, Management, Wealth Management, Portfolio Management

Education
California State University-Northridge   2002 — 2004
Bachelor of Science in Business Administration (B.S), FINANCE

Santa Monica College   1999 — 2002
Associate of Science (A.S.), Business Administration and Management, General

Lycee General Leclerc

Erik Sellfors Erik Sellfors Greater Los Angeles Area Details
Erik Sellfors's Merrill Lynch Experience 1987 - 1989
Job Broker/Owner of RE/MAX Coast and Valley
Industry Real Estate
Experience
RE/MAX Coast and Valley   2008 - Present
RE/MAX OLSON AND ASSOCIATES  2002 - 2008
Troop Real Estate  1996 - 2002
Coldwell Banker Real Estate  1992 - 1996
Marcus & Millichap  1989 - 1992
Merrill Lynch   1987 - 1989

Skills
Seller Representation, REO, Certified Short Sales, Buyer Representation, BPO, Property Management, Fixer Uppers, Short Sales, Sellers, Foreclosures, Listings, Investment Properties, Real Estate Transactions, Residential Homes, Single Family Homes, SFR, Investors, Luxury, Real Property, New Home Sales, Buyers, Townhomes, First Time Home Buyers, Mortgage Lending, Relocation

Education
CSUN   1987 — 1988

UCLA   1987 — 1987

San Diego State University-California State University   1985 — 1987

University of Hawaii at Manoa   1986 — 1986

Calabasas High School   1982 — 1985

Armen Sebastian Armen Sebastian Greater Los Angeles Area Details
Armen Sebastian's Merrill Lynch Experience 1998 - 2000
Job Vice President / Boston Private Bank & Trust
Industry Banking
Experience
Boston Private Bank  September 2012 - Present
HSBC  August 2008 - August 2012
Citi  2003 - 2008
Merrill Lynch   1998 - 2000

Skills
Commercial Banking, Series 7, Securities, Commercial Lending, Small Business Lending, Credit Analysis, Loans, Credit, Credit Risk, Consumer Lending, Lines Of Credit, Treasury Services, Asset Based Lending, Retail Banking, Treasury Management, Investments, Finance, Private Banking, Wealth Management, Cash Management, Commercial Mortgages, Portfolio Management

Education
Southwestern University School of Law   1987 — 1990
Juris Doctorate

California State University-Los Angeles   1986 — 1988
BA in Economics

David Goller David Goller Greater Los Angeles Area Details
David Goller's Merrill Lynch Experience September 2006 - February 2008
Job Employee at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management  June 2008 - Present
Morgan Stanley Wealth Management  June 2008 - Present
Merrill Lynch   September 2006 - February 2008
US Wealth Management  July 2005 - August 2006
Partnervest Financial Group   January 2003 - April 2005
Finestone & Associates LLC   May 1996 - December 2002
Sutro & Co  May 1994 - May 1996
Merrill Lynch   May 1988 - February 1994

Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, ETFs, Morningstar, Alternative Investments, Asset Allocation, Options, Investments, Fixed Income, Asset Management, Equities, Portfolio Management, Securities

Education
UCLA   2001 — 2003
Certificate, Business and Personal Financial Planning

California State University-Northridge   1985 — 1987
Bachelor of Arts (B.A.), Radio and Television

Jeff Callahan Jeff Callahan Tampa/St. Petersburg, Florida Area Details
Jeff Callahan's Merrill Lynch Experience 2008 - 2009
Job Financial Advisor at LPL Financial / IFP/ Callahan Wealth Management and Insurance Services
Industry Financial Services
Experience
LPL Financial / IFP/ Callahan Wealth Management and Insurance Services   August 2015 - Present
Allstate Financial Services LLC  February 2009 - August 2015
Merrill Lynch   2008 - 2009
Fremont Investment and Loan  2004 - 2007

Skills
Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Disability Insurance, Mortgage Lending, Cold Calling, Residential Mortgages, Financial Modeling, Sales, Investments, Finance

Education
California State University-Sacramento   1993 — 1996
BS, Exercise Science / Kinesiology

Cosumnes River College   1989 — 1991

Richard Jenkins Richard Jenkins Greater New York City Area Details
Richard Jenkins's Merrill Lynch Experience 2004 - 2008
Job Founder/COO Alternative Investments
Industry Investment Management
Experience
Stone Toro   November 2009 - Present
Zynin Capital Management LLC   August 2009 - November 2012
Merrill Lynch   2004 - 2008
Merrill Lynch Investment Managers  1999 - 2004
PRICE WATERHOUSE COOPER  June 1981 - September 1983

Skills
Asset Management, Investments, Wealth Management, Alternative Investments, Hedge Funds, Financial Planning, Equities, Portfolio Management, Management, Securities

Education
California State University-Los Angeles   1978 — 1981
BS, Accounting and Finance

Doug Wicks Doug Wicks Greater Los Angeles Area Details
Doug Wicks's Merrill Lynch Experience 1984 - 1986
Job President, Kinecta Financial Management Company
Industry Financial Services
Experience
Kinecta Federal Credit Union  June 2012 - Present
Kinecta Financial & Insurance Services   November 2008 - Present
Kinecta Financial & Insurance Services   November 2001 - November 2008
Citibank  1998 - 2001
Great Western Savings  1986 - 1998
Merrill Lynch   1984 - 1986

Skills
Insurance, Strategic Planning, Sales Management, Banking, Portfolio Management, Asset Management, Business Strategy, New Business Development, Brokerage, Comprehensive Wealth..., Financial Planning, Board Governance, Audit and Compliance..., Mergers and Acquisitions

Education
Pepperdine University   1994 — 1996
Master of Business Administration (MBA)

California State University-Northridge   1982 — 1986
Bachelor of Science (B.S.), Finance

Shelley Droescher Shelley Droescher Paradise, California Details
Shelley Droescher's Merrill Lynch Experience June 1989 - June 1992
Job Psychotherapist
Industry Mental Health Care
Experience
Self-employed  February 1995 - Present
Weave (DV shelter) Sac, Ca   January 1989 - August 1993
Merrill Lynch   June 1989 - June 1992
Living Well Fitness Centers   January 1985 - June 1989

Skills
Mental Health, Psychotherapy, Family Therapy, Attachment Related..., PTSD, Domestic Violence..., Early Childhood..., Childhood Abuse and..., Group Therapy, Adolescents, CBT, Play Therapy, Post Traumatic Stress, Dual Diagnosis, Social Services, Psychodynamic...

Education
California State University-Sacramento   1992 — 1994
Masters of Social Work, Social Work

University of North Carolina at Chapel Hill   1976 — 1978
English Major

Michelle Gruber Michelle Gruber Greater Los Angeles Area Details
Michelle Gruber's Merrill Lynch Experience August 2009 - Present
Job CFP, CRPC, Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2009 - Present
UBS  October 2000 - August 2009
ARCS Commercial Mortgage  August 1997 - November 1999

Skills
Portfolio Management, Investments, Asset Allocation, Finance, Wealth

Education
California State University-Northridge   1994 — 1997
Bachelors, Finance

Florida State University

Ileana Dominguez, CIMA, CRPC Ileana Dominguez, CIMA, CRPC Las Vegas, Nevada Area Details
Ileana Dominguez, CIMA, CRPC's Merrill Lynch Experience January 1999 - November 2008
Job The DominguezKartzinel Group at UBS
Industry Financial Services
Experience
UBS  November 2008 - Present
Merrill Lynch   January 1999 - November 2008
Bank of America  1993 - 1999

Education
California State University-Northridge   1992 — 1996
Bachelor of Science, Finance, Real Estate

Notre Dame High School   1987 — 1989
High School Diploma

KAROLINA KESHISHYAN KAROLINA KESHISHYAN Greater Los Angeles Area Details
KAROLINA KESHISHYAN's Merrill Lynch Experience June 2012 - Present
Job Wealth Management Adviser at Merrill Lynch
Industry Internet
Experience
Merrill Lynch   June 2012 - Present
Wealth Creator Online   April 2010 - December 2012
Bank of America  August 2005 - May 2008

Skills
Financial Advisory

Education
University of Phoenix   1998 — 2000
MBA, Business Administration

California State University-Los Angeles   1995 — 1996
Paralegal Deploma, Paralegal

Jeffrey Gooch Jeffrey Gooch Sacramento, California Area Details
Jeffrey Gooch's Merrill Lynch Experience January 2011 - Present
Job Wealth Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 2011 - Present
Solstice Wealth Management   January 2010 - January 2011
Ameriprise Financial  January 2009 - January 2010
Ameriprise Financial Services, Inc.   January 2009 - January 2010

Education
California State University-Sacramento   1999 — 2002
BS, Criminal Justice

Nate Elisha Nate Elisha Greater Los Angeles Area Details
Nate Elisha's Merrill Lynch Experience January 2010 - June 2010
Job Trust and New Account Investment Analyst at City National Rochdale Wealth Management
Industry Financial Services
Experience
City National Bank  February 2014 - Present
Toastmasters International  February 2014 - Present
VALIC  July 2012 - February 2014
Ameriprise Financial  February 2011 - August 2012
MetLife Investors  February 2012 - June 2012
CSUN Students for Middle Eastern Studies   September 2010 - June 2011
Merrill Lynch   January 2010 - June 2010
Chase  October 2008 - November 2009
Chase  October 2007 - October 2008

Skills
Financial Planning, Retail Banking, Public Speaking, Customer Retention, Customer Focus, Sales, Organizational..., Managerial Experience, Strategic Financial..., Investments, Analysis, Retirement, Finance, Banking, Management, Strategic Planning, Customer Service, Risk Management, CRM, Financial Services, Series 7, Portfolio Management, Wealth Management, Securities, Financial Analysis, Retirement Planning, Mergers & Acquisitions, Mutual Funds

Education
California State University-Northridge   2009 — 2011
Bachelor of Science, Finance

YULA

Cary L Hall Jr - CLH GROUP Cary L Hall Jr - CLH GROUP Greater New York City Area Details
Cary L Hall Jr - CLH GROUP's Merrill Lynch Experience 1993 - 1999
Job Senior Vice President Wealth Management & Portfolio Manager
Industry Financial Services
Experience
UBS  April 1999 - Present
U.S. Army   1987 - 2003
Merrill Lynch   1993 - 1999

Education
California State University-Sacramento   1986 — 1989
BS, Business Mangement and Administration

Jon McCarty, CRPC Jon McCarty, CRPC Santa Monica, California Details
Jon McCarty, CRPC's Merrill Lynch Experience 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2012 - Present
JPMorgan Chase  2011 - 2012

Skills
Financial Analysis, Wealth Management, Retirement Planning, Strategic Financial..., Uniform Combined State..., Series 7, Loans, Health Insurance, Retirement, Finance, Credit, Mortgage Lending, Investments, Leadership, Public Speaking, Social Networking, Microsoft Excel

Education
CSUN
Bachelor of Science (B.S.), Business Administration and Management, General

Narine Khanpapyan Narine Khanpapyan Greater New York City Area Details
Narine Khanpapyan's Merrill Lynch Experience January 2010 - May 2010
Job Software Sales at Microsoft
Industry Information Technology and Services
Experience
Microsoft  March 2013 - Present
SAP  January 2011 - March 2013
Bloomingdale's  September 2009 - January 2011
Merrill Lynch   January 2010 - May 2010
Nordstrom  May 2008 - August 2009
Bedford Family Dental Center   June 2006 - January 2008
Next Wave Boutique   October 2004 - January 2008

Skills
Sales, Microsoft Office, Account Management, Retail, Marketing, Customer Service, Leadership, Management, Enterprise Software, CRM, SAP, Cloud Computing, Sales Operations, Business Intelligence, Cold Calling, Solution Selling, SaaS, Salesforce.com

Education
California State University-Northridge   2008 — 2010
BS, Finance

Brooklyn College   2006 — 2008

Yerevan State Pedagogical University   2002 — 2004
A.D, Foreign Languages

School #171

Brian Schwartz, JD Brian Schwartz, JD Greater Los Angeles Area Details
Brian Schwartz, JD's Merrill Lynch Experience August 2002 - September 2007
Job Financial Advisor at Financial West Group
Industry Financial Services
Experience
Financial West Group  January 2013 - Present
Ameriprise Financial  May 2009 - November 2012
Citi Smith Barney  October 2007 - April 2009
Merrill Lynch   August 2002 - September 2007
Morgan Stanley Smith Barney  June 2001 - September 2002

Skills
Financial Planning, Investments, Insurance, Retirement Planning, Estate Planning, Wealth Management, Investment Advisory, Retirement Income..., Long Term Care, Saving for Education, Asset Allocation, Series 7, Wealth Preservation..., High Net Worth..., Mutual Funds, Retirement, IRA's, Annuities, Asset Management, 401k, Insurance Planning, Wealth Accumulation, Financial Advisory, Investment Strategies, Alternative Investments, Wealth Preservation, Bonds, 401k Rollovers, Strategic Financial..., Life Insurance

Education
University of La Verne Law School   1991 — 1995
J.D., Law

California State University-Northridge   1979 — 1984
B.S., Accounting

Ryan Goldenhar, CFA, CFP® Ryan Goldenhar, CFA, CFP® Greater San Diego Area Details
Ryan Goldenhar, CFA, CFP®'s Merrill Lynch Experience July 2004 - October 2006
Job Senior Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo  November 2006 - Present
CFA Socity of San Diego   2006 - 2008
Merrill Lynch   July 2004 - October 2006
Centara Capital  January 2004 - May 2004
Securities Training Corporation  May 2000 - January 2004
University of Southern California  January 2000 - May 2000
American Express Financial Advisors  December 1999 - January 2000
National Notary Association  March 1999 - November 1999
The Complete Sheet, Inc.   August 1997 - March 1999
GolinHarris  March 1997 - August 1997

Skills
Investment Strategies, Certified Financial..., Chartered Financial..., Engaging Public Speaker, Goal Oriented, Portfolio Management, Investments, Asset Management, High Net Worth..., Asset Allocation, Financial Advisory, Investment Management, Alternative Investments, Strategic Financial..., Financial Planning, Management, Finance, Financial Analysis

Education
University of Southern California   1997 — 1998
Master of Arts, Communication Management

California State University-Northridge   1990 — 1994
Bachelor of Arts, Communication

Sara Jane Feldman Sara Jane Feldman Phoenix, Arizona Area Details
Sara Jane Feldman's Merrill Lynch Experience January 1992 - Present
Job Rotary International District Governor 20112012
Industry Financial Services
Experience
Merrill Lynch   January 1992 - Present
Drs. Dunn and Wallace   January 1990 - October 1993

Skills
Leadership Development, Public Speaking, Client Development, Sales Presentations, Team Building, Fundraising, Non-profits, Coaching, Event Planning, Strategic Planning, Public Relations, Uniform Combined State..., Portfolio Management, Event Management, Investments, Series 63, Volunteer Management, Series 7, Series 6

Education
California State University-Northridge   1963 — 1967
Education

barrie blum barrie blum Fountain Hills, Arizona Details
barrie blum's Merrill Lynch Experience October 1986 - August 2002
Job Authorized Representative at Cox Communications
Industry Wireless
Experience
Arizona Satellite TV   May 2013 - Present
Cox Communications and Electronics   August 2012 - Present
Copy Express  August 2002 - Present
Merrill Lynch   October 1986 - August 2002
Triple Check Income Tax Sevices, Inc.   June 1982 - September 1986

Skills
Microsoft Word, Microsoft Office, Accounting, English, Customer Service, Windows, Research, Strategic Planning, Wide Format Printing, Contract Negotiation, Marketing Strategy, Account Management, Management, Social Media, Negotiation, Sales

Education
California State University, Northridge   1977 — 1980
Business Administration/Accounting, Accounting and Finance, Deans List/3.5

California State University-Northridge   1972 — 1974
Bachelor of Science (BS), Accounting and Business/Management

Tanya Amirian Tanya Amirian Greater Los Angeles Area Details
Tanya Amirian's Merrill Lynch Experience February 2012 - December 2012
Job Commercial Bank
Industry Investment Banking
Experience
Bank of America Merrill Lynch  March 2015 - Present
JPMorgan Chase  November 2012 - Present
Merrill Lynch   February 2012 - December 2012
Bank of America  February 2009 - January 2011
Bank of America  February 2007 - February 2009

Skills
Loans, Banking, Credit, Portfolio Management, Credit Analysis, Commercial Banking, Risk Management, Customer Service, Financial Analysis, Credit Risk, Investments, Retail Banking, Financial Modeling, Mortgage Lending, Capital Markets, Analysis

Education
California State University-Los Angeles   2007 — 2009
B.S in Business Management, Minor in Economics

James Mabbutt James Mabbutt Sacramento, California Area Details
James Mabbutt's Merrill Lynch Experience December 1992 - April 2003
Job Founder and President at Accurate Financial Solutions
Industry Investment Management
Experience
Accurate Financial Solutions a Registered Investment Advisor   July 2015 - Present
NMP Associates   April 2003 - Present
Merrill Lynch   December 1992 - April 2003
Dean Witter Reynolds  September 1987 - December 1992

Skills
Investments, Financial Planning, Retirement Planning, Investment Management, Securities, Insurance, Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Investment Advisory, FINRA, Wealth Management, Retirement, Estate Planning, Fixed Annuities, Wealth, Series 63

Education
California State University-Sacramento   1982 — 1987
BS, Finance

Sabrina Buffara Sabrina Buffara Greater San Diego Area Details
Sabrina Buffara's Merrill Lynch Experience August 2008 - December 2008
Job Owner / Founder at US EASY CLEAN
Industry Telecommunications
Experience
US EASY CLEAN   May 2009 - Present
Indirect Sales   January 2002 - Present
Liquid Tribe   March 2010 - January 2011
Pacific Magazine   January 2009 - December 2009
Pacific Magazine   January 2009 - December 2009
Merrill Lynch   August 2008 - December 2008
Merrill Lynch   August 2008 - December 2008
Oviatt Library  July 2007 - July 2008
Oviatt Library  July 2007 - July 2008
Einstein Industries  March 2005 - August 2006

Education
National University (PH)   2011 — 2012
Master's Degree - Science; BA Degree, Management

California State University
Master's Degree - Science; BA Degree, Management; Business Administration, Marketing

California State University-Northridge   2006 — 2008
Business, Marketing and Economics

San Diego Mesa College
Associate Degree, Business

San Diego Mesa College
Associate Degree, Business

Ivan Ayala Ivan Ayala Los Angeles, California Details
Ivan Ayala's Merrill Lynch Experience January 1997 - July 1997
Job Experienced Marketing Professional
Industry Marketing and Advertising
Experience
Princess Cruises  Sr. Pricing and Promotions Strategy AnalystPrincess Cruises2005 - Present
American Marketing Association  January 2013 - January 2014
Princess Cruises  2001 - 2004
Princess Cruises  1999 - 2001
The Walt Disney Company  1998 - 1999
Merrill Lynch   January 1997 - July 1997

Skills
Social Media, Marketing Strategy, Online Marketing, Market Planning, Email Marketing, Public Relations, Content Management, Professional Networking, Creative Strategy, Blogging, Market Analysis, Revenue Management, Yield Management, Staff Supervision, Staff Mentoring, Social Media Marketing, Promotions, Integrated Marketing, Revenue Analysis, Brand Management, Strategic Planning, Leadership, Web Analytics, Marketing Research, Marketing, Strategy, Google Adwords, Market Research, Competitive Analysis, Marketing Communications

Education
University of California, Los Angeles   2012 — 2013
Marketing and Social Media, Marketing Certificate

California State University-Northridge   1992 — 1997
Bacherlors, Business Finance

Phillip Weiss Phillip Weiss Houston, Texas Area Details
Phillip Weiss's Merrill Lynch Experience August 1988 - August 1992
Job Executive Coaching, Team Development, Facilitation, Org Change, Leadership Training SERVING HOUSTON and DENVER
Industry Management Consulting
Experience
P. A. WEISS, Inc. Executive Coaching and Organizational Consulting   January 2009 - Present
Executive Core   2009 - 2013
Harcourt Assessment/ Reed Elsevier   December 2001 - March 2008
Continental Airlines  June 1995 - December 2001
Continental Airlines/ Internet Start-Up   July 2000 - February 2001
Sony Electronics  May 1994 - August 1994
Sara Lee Branded Apparel  February 1993 - August 1993
Merrill Lynch   August 1988 - August 1992

Skills
Performance Management, Recruiting, Executive Coaching, Leadership Development, Coaching, Succession Planning, Employee Relations, Organizational..., Employee Engagement, Talent Management, Organizational..., Deferred Compensation, Team Building, Management Consulting, Conflict Resolution, Consulting, Human Resources, Career Development, HR Consulting, Strategic HR, Management, Change Management, Strategic Planning, Onboarding, Staff Development, Program Management, Interviews, Training, Employee Benefits, Organizational Design, Culture Change, Career Management, Workshop Facilitation, Job Analysis, Applicant Tracking..., Executive Development, Workforce Planning, MBTI, Talent Acquisition, Leadership, Labor Relations, Management Development, 360 Feedback, Employee Training, HRIS, Personnel Management, Career Counseling, HR Transformation, Human Capital, HR Policies

Education
University of South Carolina - Darla Moore School of Business   1993 — 1995
MHR, Human Resources

California State University-Sacramento   1981 — 1985
BA, History

Steve Wampler Steve Wampler San Francisco Bay Area Details
Steve Wampler's Merrill Lynch Experience July 1987 - December 1991
Job Managing Partner
Industry Environmental Services
Experience
Avatar Energy, LLC   2005 - Present
Brennan & Wampler   January 1994 - Present
Paine Webber  December 1991 - August 1994
Merrill Lynch   July 1987 - December 1991
USMC  June 1971 - September 1987

Skills
Contract Negotiation, Start-ups, Team Building, Microsoft Office, Due Diligence, Mergers, Renewable Energy, Marketing Strategy, Entrepreneurship, Strategic Planning, Business Strategy, Venture Capital, Energy, Policy, Environmental Awareness, Coaching, Project Management, Management, Negotiation, New Business Development, Research, Marketing, Business Development, Mergers & Acquisitions, Real Estate, Solar Energy, Business Planning, Corporate Finance, Strategy, Small Business, Leadership Development, Valuation, Cross-functional Team..., Public Speaking, Cleantech, Energy Efficiency, Public Relations, Sustainability, Budgets, Competitive Analysis, Financial Analysis, Strategic Partnerships, Corporate Development, Fundraising, Customer Service, Investments, Tax, Product Marketing, Program Management, Private Equity

Education
John F. Kennedy University   1994 — 1998
MA, Psychology

National University   1984 — 1986
MBA, Investments and Securities

California State University-Northridge   1971 — 1975
BA Political science

Arianna Namavar Arianna Namavar Burbank, California Details
Arianna Namavar's Merrill Lynch Experience July 2012 - October 2012
Job Executive Assistant at Commercial Best Insurance
Industry Marketing and Advertising
Experience
Commercial Best Insurance   February 2015 - Present
Hollister Co.  December 2013 - December 2014
Commercial Best Insurance   September 2011 - December 2014
Herbalife  January 2013 - January 2014
Elephant Bar Restaurant  April 2011 - February 2013
Merrill Lynch   July 2012 - October 2012

Skills
Trilingual, Microsoft Office, Time Management, Sales, Microsoft Excel, Microsoft Publisher, Customer Service, Nutrition, Fitness, Social Media, Food & Beverage, Food Service, Financial Analysis, Restaurants, Foreign Languages, Travel, Advertising, Team Leadership, Multilingual, Editing, Facebook, Team-oriented, PowerPoint, French, Event Planning, iMovie, Event Management, Market Research, Teamwork, Spanish

Education
California State University-Northridge   2009 — 2013
Bachelor of Science (B.S.), Marketing

Stan Tzikas Stan Tzikas Greater San Diego Area Details
Stan Tzikas's Merrill Lynch Experience October 1982 - June 1986
Job Investment Advisor
Industry Financial Services
Experience
CUSO Financial Services, LP  September 2015 - Present
Tzikas Investment Advisory   March 2010 - September 2013
Morgan Stanley  July 1986 - August 2005
Merrill Lynch   October 1982 - June 1986

Skills
Customer Service, Strategic Planning, New Business Development, Business Strategy, Marketing Strategy, Investments, Marketing, Sales Management, Microsoft Office, Sales, Management, Coaching, Team Building, Small Business, Project Management

Education
University of California, Santa Cruz   1974 — 1977
Biology/English Literature

California State University-Sacramento   1971 — 1974
Chemistry/English Literature

Kenneth Winn Kenneth Winn San Francisco, California Details
Kenneth Winn's Merrill Lynch Experience August 2007 - August 2013
Job Senior Financial Consultant at Laidlaw & Company (UK) Ltd.
Industry Financial Services
Experience
Laidlaw & Company UK Ltd.   January 2014 - Present
Merrill Lynch   August 2007 - August 2013
KDP Mortgage Group   2003 - 2007

Skills
Retirement Planning, Series 7, Investments, Wealth Management, Retirement

Education
California State University-Sacramento
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General

Coastal Carolina Community College
Associate of Arts (A.A.), Education

Gail Good Gail Good Roseville, California Details
Gail Good's Merrill Lynch Experience February 2003 - Present
Job Sr. Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   February 2003 - Present
Morgan Stanley  June 1997 - February 2003
Banc of America Investments  March 1994 - June 1997

Skills
Wealth Management, Long-term Care, Asset Allocation, Insurance, Series 7, Retirement Planning, Series 63, 401k Rollovers, CRPC, ETFs, 529 Plans, Structured Products, Securities, Mutual Funds

Education
California State University-Sacramento   1988 — 1992
Bachelor of Science, Finance

Kaikane Beam Kaikane Beam Phoenix, Arizona Area Details
Kaikane Beam's Merrill Lynch Experience January 2011 - June 2011
Job Account Executive at 104 Systems
Industry Transportation/Trucking/Railroad
Experience
10-4 Systems  April 2014 - Present
Kelmar Associates  July 2011 - April 2014
Merrill Lynch   January 2011 - June 2011

Skills
Wealth Management, Mutual Funds, Management, Investments, Analysis, Accounting, Leadership, Microsoft Excel

Education
California State University-Northridge   2009 — 2011
B.S., Finance

Santa Barbara City College   2007 — 2009
Business Administration

Anasheh Hacobiance Anasheh Hacobiance Greater Los Angeles Area Details
Anasheh Hacobiance's Merrill Lynch Experience November 2009 - November 2011
Job Commercial Banking
Industry Banking
Experience
JPMorgan Chase & Co.   April 2015 - Present
JPMorgan Chase  May 2013 - Present
Bank of America  November 2011 - May 2013
Merrill Lynch   November 2009 - November 2011
Bank of America  April 2006 - November 2009

Skills
Commercial Banking, Sales, Credit, Loans, Banking, Treasury Services, Analysis, Commercial Lending, Credit Analysis, Financial Analysis, Fixed Income, Insurance, Management, Mortgage Lending, Portfolio Management, Relationship Management, Small Business Lending

Education
California State University-Los Angeles   2006 — 2008
bs, finance

UCLA
CFP Candidate

Kieanitria Paschal Kieanitria Paschal Greater Los Angeles Area Details
Kieanitria Paschal's Merrill Lynch Experience October 1998 - May 2000
Job Global Administrative Resources Manager
Industry Investment Management
Experience
Capital Group  July 2011 - Present
Capital Group  July 2005 - July 2011
Capital Group  September 2002 - July 2005
Provident Investment Counsel  July 2000 - July 2001
Merrill Lynch   October 1998 - May 2000
Forbes Magazine  1995 - 1997

Skills
Building Relationships, Recruiting, Project Management, Event Planning, Bringing out the best..., Highly resourceful, Creative Solutions

Education
California State University-Los Angeles
BA, Sociology

Daniel Sigal Daniel Sigal Greater Los Angeles Area Details
Daniel Sigal's Merrill Lynch Experience September 2012 - December 2012
Job Undergraduate Student, Independent Securities Analyst/Investor
Industry Investment Management
Experience
Independent  May 2011 - Present
JB Office   November 2014 - August 2015
Imagine Merchant Solutions   June 2014 - November 2014
Northwestern Mutual  December 2012 - June 2014
SopCom   August 2012 - June 2014
Daniel Sigal Photography   October 2008 - June 2014
Merrill Lynch   September 2012 - December 2012
AK Enterprises  April 2011 - September 2012

Skills
Finance, Financial Planning, Personal Finance, Budget Management, Debt Management, Life Insurance, Retirement Planning, Financial Risk..., Economics, Microeconomics, Macroeconomics, Global Economics, International Economics, Stock Market Analysis, Equity Research, Investment Strategies, Investment Management, Financial Forecasting, Financial Statement..., Financial Statements, Socio-economic Research, Real Estate Economics, Portfolio Management, Sales, Salesforce.com, CRM, Social Media Marketing, Marketing, Public Speaking, Venture Capital, Event Planning, Leadership, Management, Social Media, Microsoft Office, Communication, Event Management

Education
Moorpark College   2015 — 2016
Transfer credits for B.S. in Business, Lower division business courses

Granada Hills Charter High School   2005 — 2009

California State University-Northridge

Ara Minatsaghanian Ara Minatsaghanian Durham, North Carolina Details
Ara Minatsaghanian's Merrill Lynch Experience September 2013 - December 2013
Job Student at Duke University
Industry Financial Services
Experience
UNICOM Global  September 2014 - June 2015
California State University, Northridge  January 2014 - June 2014
Merrill Lynch   September 2013 - December 2013
Red Rock Marketing   December 2010 - November 2011

Skills
Mutual Funds, Finance, Financial Modeling, Equities, Strategic Financial..., Valuation, Financial Analysis, Portfolio Management, Investments, Corporate Finance, Asset Management, Economics, Fixed Income, Private Equity, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Planning, Customer Service, Leadership, Management, PowerPoint, Public Speaking

Education
Duke University   2015 — 2016
Master's degree, Management Studies

California State University-Northridge   2011 — 2014
Bachelor of Science (BS), Finance

Erick Smith Erick Smith El Segundo, California Details
Erick Smith's Merrill Lynch Experience October 2005 - August 2007
Job F.A.I.R Program, Elements Real Estate
Industry Real Estate
Experience
F.A.I.R Program, Elements Real Estate   April 2015 - Present
Miracle Mile Realty, Glenn Charles Investments   August 2010 - March 2015
National Real Estate Services, NRES   November 2010 - December 2012
Bank of America  November 2007 - March 2009
Merrill Lynch   October 2005 - August 2007

Skills
Buyer Representation, New Home Sales, Short Sales, Listings, Single Family Homes, REO, Foreclosures, First Time Home Buyers, Condos, Sellers, Investors, Relocation, Loans, Real Estate, Real Estate Transactions, Investment Properties, Residential Homes, Sales, Referrals, FHA, HUD

Education
CSU Sacramento

Katherine Lance Katherine Lance Dallas/Fort Worth Area Details
Katherine Lance's Merrill Lynch Experience May 2010 - October 2010
Job Talent Acquisition Advisor at Davita RX
Industry Human Resources
Experience
Davita RX  January 2014 - Present
LHP Hospital Group  April 2013 - January 2014
TIAA-CREF FINANCIAL SERVICES  October 2012 - March 2013
Bank of America  December 2011 - June 2012
USAA  December 2010 - July 2011
Merrill Lynch   May 2010 - October 2010
CAREER CONSULTANTS GROUP   October 2007 - August 2009
WASHINGTON MUTUAL/JP MORGAN CHASE  June 2008 - November 2008
UNIVERSAL HOME LOAN CORPORATION OF AMERICA, LLC   March 2006 - September 2007
PROVIDYN, LLC   July 2005 - February 2006

Skills
Sourcing, Recruiting, Executive Search, Interviews, Temporary Placement, Human Resources, Screening, Applicant Tracking..., Internet Recruiting, Management, College Recruiting, Talent Acquisition, Taleo, Onboarding, Technical Recruiting, Staffing Services, Training, Screening Resumes, Temporary Staffing, Contract Recruitment, Benefits Negotiation, Job Fairs, Workforce Planning, SDLC, Hiring, Deferred Compensation, HRIS, Recruitment Advertising, Employee Relations, Behavioral Interviewing, Permanent Placement, Background Checks, RPO, Networking, Talent Management, Employee Benefits, Corporate Recruiting, New Hire Orientations, Employer Branding, Resume Writing, Cold Calling, Personnel Management, HR Consulting, Staff Augmentation, Building Relationships

Education
California State University-San Bernardino
Political Science

Crafton Hills College
AA, Liberal Arts

Dianne K. Davis, CFP® Dianne K. Davis, CFP® Greater San Diego Area Details
Dianne K. Davis, CFP®'s Merrill Lynch Experience June 1999 - March 2004
Job Senior Trade Review Principal at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network  November 2010 - Present
The Gensler Group   March 2010 - October 2010
Neuberger Berman  February 2005 - January 2010
Banc of America Investments  March 2004 - February 2005
Merrill Lynch   June 1999 - March 2004
ITT Industries  December 1996 - June 1999

Education
California State University-Northridge   1994 — 1996
M.A., Speech Communication

University of California, Santa Barbara   1991 — 1994
B.A., Communication Studies

Diana Ismail Diana Ismail Greater Los Angeles Area Details
Diana Ismail's Merrill Lynch Experience September 2011 - December 2011
Job Senior Analyst, Mortgage Trading at PennyMac I MBA Candiate, USC Marshall School of Business
Industry Banking
Experience
PennyMac  March 2015 - Present
PennyMac  July 2012 - March 2015
Bank of America  January 2008 - May 2012
Merrill Lynch   September 2011 - December 2011

Skills
Banking, Credit, Portfolio Management, Financial Analysis, Finance, Investments, Financial Modeling, Equities, Retirement Planning, Asset Management, Insurance, Leadership, Strategic Financial..., Financial Services, Asset Allocation, Loans, Cross Selling, Credit Analysis, Series 7, Fixed Income, MBS

Education
University of Southern California - Marshall School of Business   2015 — 2018
Master of Business Administration (M.B.A.)

California State University-Northridge   2009 — 2012
Bachelor of Science (B.S.), Finance and Management

Student Finance Association (SFA)   2011 — 2012
President

Redefining Investment Strategy Education (R.I.S.E. Conference)   2012 — 2012

Hassan Rashid Del Campo Nicholás Hassan Rashid Del Campo Nicholás Greater Los Angeles Area Details
Hassan Rashid Del Campo Nicholás's Merrill Lynch Experience February 2005 - May 2006
Job Dynamic Community & Economic Development Professional | Social Entrepreneur | RelationshipBuilder
Industry Nonprofit Organization Management
Experience
RISE Financial Pathways   October 2009 - Present
Manifesto Café   March 2011 - Present
Community Financial Resource Center   January 2009 - October 2009
Community Financial Resource Center   November 2006 - September 2008
Venice Arts  June 2006 - October 2006
Merrill Lynch   February 2005 - May 2006
Loyola Marymount University - Department of Economics   January 2004 - May 2006

Skills
Program Development, Program Design, Financial Education, Financial Coaching, Presentation Development, Social Media, Program Management, Community Development, Community Outreach, Curriculum Design, Curriculum Innovation, Building Relationships, Cultural Awareness, General Awesomeness, Micro-Enterprise, Social Entrepreneurship, Grant Writing, Budget Setting, Strategic Partnerships, Training, Entrepreneurship, Public Speaking, Nonprofits, Management, Leadership, Strategic Planning, Grants

Education
California State University-Northridge   2013 — 2015
Master of Public Administration (MPA), Non-Profit/Public/Organizational Management

American Jewish University   2012 — 2015
Master of Business Administration (MBA), Non-Profit/Public/Organizational Management, leave of absence (2013)

Loyola Marymount University   2002 — 2006
Bachelor of Arts (BA), Spanish, Economics

Dan Garcia Dan Garcia Orange County, California Area Details
Dan Garcia's Merrill Lynch Experience May 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2012 - Present
SystemCentrix   August 2003 - May 2012
Dell  1999 - 2003
Compaq / Digital   1984 - 1999
IBM  April 1980 - January 1984

Education
California State University-Los Angeles   2010 — 2012
Bachelor's degree, Business Administration

Brent W. Schneider, MBA Brent W. Schneider, MBA Orange County, California Area Details
Brent W. Schneider, MBA's Merrill Lynch Experience 2005 - 2007
Job Mortgage Banker at JPMorgan Chase & Co., NMLSR ID:938291
Industry Real Estate
Experience
JPMorgan Chase & Co.   September 2015 - Present
Wells Fargo Home Mortgage  2013 - April 2015
Wells Fargo Advisors  2010 - 2013
Wells Fargo  2008 - 2010
PNC  2007 - 2008
Merrill Lynch   2005 - 2007
Wells Fargo  2003 - 2005
Northwestern Mutual  2001 - 2003

Skills
Mortgage Lending, Loan Origination, Mortgage Banking, Refinance, Underwriting, Wealth Management, Loans, FHA, Banking, Financial Services, Commercial Lending, Consumer Lending, Small Business Lending, Commercial Banking, Portfolio Management, Sales, Investments, Financial Analysis, Series 7, Customer Service, Credit Analysis, Credit Risk, Credit

Education
Argosy University Washington, DC   2007 — 2010
MBA, Business Administration

California State University-Northridge   2001 — 2003
BA, Psychology

Los Angeles Pierce College   1999 — 2001
AA, General

gina grider gina grider Los Angeles, California Details
gina grider's Merrill Lynch Experience 1995 - 1995
Job Investment Management
Industry Investment Management
Experience
Independent  2010 - Present
Microsoft  2008 - 2010
Renaissance Holdings   2006 - 2008
Gilead Sciences  2004 - 2005
Oak Hill Investment Management  2004 - 2004
MGM  2000 - 2001
Trust Company of the West  1997 - 2000
Redwood Communications   1995 - 1997
Merrill Lynch   1995 - 1995
The Intergroup Corporation   1990 - 1995

Skills
Negotiation, Organization, Multitasker, Marketing, Photography, Production, Feature Writing, Research, Analysis, Stock Market, Real Estate Transactions, Voice Over, Copywriting, Editing, Investor Relations, Results Focused, Feature Articles, Event Planning, Contractual Agreements, Portfolio Management, Project Management, Advertising, Contract Negotiation, Investments, Commercial Real Estate, Project Coordination, Investigation, Broadcast Television, Entertainment, Public Relations, Journalism, Film, Music, Radio Announcing, Result Oriented, Entrepreneurship, Start-ups, Management, Real Estate, Digital Marketing, Online Marketing, Analytics, Mobile Advertising, Strategy, Social Networking, Microsoft Technologies, Social Media Marketing, Digital Strategy, CRM, Lead Generation

Education
California State University-Northridge
Bachelor of Arts (BA), Broadcasting/Radio-TV-Film

Los Angeles Valley College
Associate of Arts (AA), Broadcasting

John DiCiaccio John DiCiaccio Greater Los Angeles Area Details
John DiCiaccio's Merrill Lynch Experience August 1983 - November 2012
Job Partner, Managing Director at Snowden Lane Partners. I afford my clients peace of mind.
Industry Financial Services
Experience
Snowden Capital Advisors   November 2012 - Present
Merrill Lynch   August 1983 - November 2012

Skills
Retirement, Retirement Planning, Estate Planning, Investments, Investment Management, Wealth Management, Financial Advisory, Alternative Investments, Asset Allocation, Equities

Education
California State University-Los Angeles   1971 — 1973

arcadia high school   1968 — 1971
High School

Bianca Redford Bianca Redford Greater Salt Lake City Area Details
Bianca Redford's Merrill Lynch Experience January 2012 - June 2012
Job Financial Analyst Copper & Coal Finance at Rio Tinto
Industry Accounting
Experience
Rio Tinto  January 2013 - Present
Kennecott Utah Copper  June 2012 - January 2013
Merrill Lynch   January 2012 - June 2012

Skills
SAP, Accounting, Financial Analysis, Account Reconciliation, Project Management, Variance Analysis, Auditing, Project Planning, Management, Analysis, Microsoft Office, Timberline Accounting, Hyperion HFM, Planning Budgeting &..., Financial Reporting, Forecasting, Business Process..., Financial Accounting, Internal Controls, Financial Planning, Process Improvement, Sarbanes-Oxley Act, Microsoft Excel, Budgeting, Corporate Finance, General Ledger, Mining, Finance

Education
University of Utah   2014 — 2015
Upper Division Accounting Courses, Accounting

California State University-Northridge   2008 — 2012
Bachelor's degree, Finance, General

Balfoure Brenes Balfoure Brenes Beverly Hills, California Details
Balfoure Brenes's Merrill Lynch Experience September 2012 - Present
Job Financial Services at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 2012 - Present
Morgan Stanley Smith Barney  January 2012 - September 2012
Bank of America Merrill Lynch  February 2007 - December 2011

Education
California State University-Northridge
Bachelor of Business Administration (B.B.A.), Finance, Business Administration

Dorene Nili Dorene Nili Calabasas, California Details
Dorene Nili's Merrill Lynch Experience March 2013 - October 2013
Job Director of Projects and Programs and Development Associate
Industry Financial Services
Experience
Friends of the Israel Defense Forces (FIDF)   October 2013 - Present
Merrill Lynch   March 2013 - October 2013

Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Investments, Research, Uniform Combined State..., Customer Service

Education
California State University-Northridge   2011 — 2013
Bachelor's degree, Finance and Financial Management Services

Nick Lapin Nick Lapin Beverly Hills, California Details
Nick Lapin's Merrill Lynch Experience August 2011 - January 2012
Job Business Development Specialist at AssetMark
Industry Investment Management
Experience
AssetMark  November 2014 - Present
AssetMark  January 2014 - Present
AssetMark  October 2013 - December 2013
Genworth Financial  May 2013 - October 2013
Bank of America  March 2012 - May 2013
Merrill Lynch   August 2011 - January 2012
Coldwell Banker  March 2005 - February 2011

Skills
Series 6, Series 63, Series 65, Investments, Mutual Funds, Stocks, ETFs, Retirement Planning, Retirement Savings, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, 401k, 401k Rollovers, Growth Management, Multi-family Investments, Investment Management, Banking, Real Estate, Real Estate Development

Education
California State University-Northridge   2011 — 2013
Bachelor's degree, Financial Planning and Services, 3.62

Sevag (Sev) Salibian, MBA Sevag (Sev) Salibian, MBA Greater Los Angeles Area Details
Sevag (Sev) Salibian, MBA's Merrill Lynch Experience January 2011 - May 2011
Job Partner Marketing Specialist at InMotion Hosting
Industry Entertainment
Experience
InMotion Hosting  July 2015 - Present
MarketSmith Consulting   September 2013 - August 2015
YEKRA  August 2011 - September 2013
Merrill Lynch   January 2011 - May 2011
SAGE Publications  October 2007 - September 2009
Chrono   December 2005 - October 2007
Real Estate Investments Co   December 2002 - October 2005

Skills
Business Development, Salesforce.com, Financial Analysis, Marketing, Finance, New Business Development, Strategic Planning, Investments, Marketing Strategy, Business Analysis, Microsoft Excel, Financial Modeling, Start-ups, Forecasting, Project Management, Management, Market Research, Business Process..., Strategy, Process Improvement, Business Planning, B2B, Sales, Market Analysis, CRM, Business Strategy, Online Advertising, Leadership, Social Media Marketing, Analysis, Marketing Management, Social Media, Product Management, Budgets, Market Planning, Competitive Analysis, Cross-functional Team..., Portfolio Management, Integrated Marketing, Online Marketing, Digital Marketing, Analytics, Product Marketing, Advertising, Strategic Partnerships, Entrepreneurship, Email Marketing

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2009 — 2011
MBA, Marketing

California State University-Northridge   2001 — 2006
B.S., Business Admin- Emphasis in Business Law

Brandon Katz, CFP® Brandon Katz, CFP® Greater Los Angeles Area Details
Brandon Katz, CFP®'s Merrill Lynch Experience August 2012 - Present
Job Financial Advisor, Global Wealth Investment Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2012 - Present

Skills
Financial Planners, Investment Portfolio, Retirement Planning, Research, Customer Service, Alternative Investment..., Insurance, Stock Trading, Relationship Management, Team Leadership, Sales, Strategic Financial..., Bonds, Portfolio Management, Equities, Investments, Finance, 401k Rollovers, Investment Strategies, Wealth Management..., Retirement, ETFs, Mutual Funds, Stock Market

Education
California State University-Northridge   2008 — 2012
Bachelor of Science (B.S.), Finance

Melissa Basso Melissa Basso San Francisco Bay Area Details
Melissa Basso's Merrill Lynch Experience June 2004 - May 2005
Job Household Director and Chief Mommy
Industry Wine and Spirits
Experience
Thomas Fogarty Winery  January 2014 - May 2015
Thomas Fogarty Winery  August 2005 - December 2013
Merrill Lynch   June 2004 - May 2005

Skills
Event Planning, Microsoft Office, Calendaring, Marketing, Event Management, Outlook, Microsoft Excel, PowerPoint, Travel Arrangements, Customer Service, Administrative..., PeopleSoft, Access, Negotiation, Microsoft Word, Illustrator, Social Media, Public Relations, Coordinating Events, Social Networking, Fundraising, Public Speaking, Non-profits, Social Media Marketing, Hospitality, Sales, Corporate Events

Education
California State University-Sacramento   1999 — 2004
Communication Studies, Organizational

College of San Mateo   2010 — 2011
Certificate of Accounting

Cindy Hawks Cindy Hawks San Francisco Bay Area Details
Cindy Hawks's Merrill Lynch Experience September 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 2014 - Present
Morgan Stanley Smith Barney, LLC  September 2008 - September 2014
Morgan Stanley  July 2006 - September 2008
Atlas Securities- Golden West Financial   May 2005 - July 2006
Essex National Securities  2003 - 2005
Premier Financial Group  1999 - 2002
Signature Financial Partners, LLC a member of John Hancock Financial Network  1998 - 1999

Education
California State University-Sacramento   1994 — 1998
Bachelor of Science, Business Administration, Dual Concentrations in Finance, Accountancy

Vintage High

Aubrey Currington Aubrey Currington Roseville, California Details
Aubrey Currington's Merrill Lynch Experience June 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2011 - Present

Skills
Investments, Series 7, Wealth Management, Investment Strategies, IRAs, Retirement Planning, Mortgage Lending, Small Business Lending, Alternative Investments, Loans, Credit, Series 63

Education
CSU Sacramento
Bachelor of Arts, Economics

Ryan Gillmore Ryan Gillmore Greater Los Angeles Area Details
Ryan Gillmore's Merrill Lynch Experience January 2008 - June 2008
Job Executive Account Manager at ASI Corporation
Industry Financial Services
Experience
ASI Corporation  February 2014 - Present
True Value Company  July 2010 - January 2014
Sasan   August 2008 - November 2011
Merrill Lynch   January 2008 - June 2008

Skills
Financial Analysis, Commercial Sales, Mathematics, Analysis, Sales, Research, Salesforce.com, Microsoft Excel, Budgets, Community Outreach, Event Planning, Retail, Accounting, New Business Development, Time Management, Public Speaking

Education
California State University-Los Angeles   2006 — 2008
B.S., Finance & Economics

Pasadena City College   2004 — 2006
AA, General Studies

Michelle Wilbur Michelle Wilbur Sacramento, California Area Details
Michelle Wilbur's Merrill Lynch Experience 1996 - 2009
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors  March 2009 - Present
Merrill Lynch   1996 - 2009

Education
California State University-Sacramento
BA, Economics

Jim Hatter Jim Hatter San Francisco Bay Area Details
Jim Hatter's Merrill Lynch Experience February 2002 - September 2005
Job Market President San Francisco Commercial Banking BBVA Compass
Industry Banking
Experience
BBVA Compass  October 2013 - Present
Bank of the West  March 2007 - October 2013
Bank of the West  March 2007 - November 2012
Citi Group Global Wealth Advisory   September 2005 - March 2007
Merrill Lynch   February 2002 - September 2005

Skills
Commercial Banking, Bank Relationship..., Team Building, Credit Analysis, Small Business Lending, Risk Management, Credit Risk, Retail Banking, Mortgage Lending, Banking, Commercial Lending, Asset Based Lending, Private Equity, Financial Services, Loans

Education
Pepperdine University   1980 — 1981
MBA, Business

California State University-Northridge   1976 — 1980
BS, Investment Finance

Eduard Gansky Eduard Gansky Greater Los Angeles Area Details
Eduard Gansky's Merrill Lynch Experience September 2007 - December 2007
Job Sr. Financial Analyst at Initiative
Industry Investment Banking
Experience
Initiative  February 2011 - Present
Ancona Insurance Services   February 2009 - February 2011
Union Bank  November 2008 - January 2009
AllianceBernstein  September 2008 - November 2008
Merrill Lynch   September 2007 - December 2007

Skills
Microsoft Excel, Investments, Financial Analysis, Financial Reporting, Analysis, Forecasting, Budgets, Accounting, Management, Strategic Planning, Business Strategy, Customer Service, Finance, Marketing, Sales, New Business Development, Financial Modeling, Market Research, Corporate Finance, Banking, Risk Management, Managerial Finance, Analytics

Education
California State University-Northridge   2005 — 2007
B.S., Business Administration - Finance

aleece townsend aleece townsend Talent, Oregon Details
aleece townsend's Merrill Lynch Experience 1981 - 1984
Job Pembroke Investments
Industry Financial Services
Experience
Pembroke Investments   August 2009 - Present
Smith Barney  September 2007 - November 2008
Merrill lynch Global Wealth Management  November 2006 - August 2007
Merrill Lynch   1981 - 1984

Skills
Wealth Management, Financial Planning, Retirement Planning, Series 7, Series 63, Investment Advisory, Securities, Financial Advisory, Strategic Financial..., High Net Worth..., Asset Allocation, Retirement, Mutual Funds, Financial Analysis, Portfolio Management, Finance

Education
Rutgers, The State University of New Jersey-New Brunswick   1986 — 1991
MBA, Investments

California State University-Northridge   1973 — 1977
BA, Biology/Chemistry

Fairleigh Dickinson University   2004 — 2005
Certificate, Financial Planning

Ed Frischer Ed Frischer Greater New York City Area Details
Ed Frischer's Merrill Lynch Experience January 1972 - December 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
Independent Consulting  January 2008 - Present
Merrill Lynch   January 1972 - December 2007
Merrill Lynch Bank Group   2006 - 2007

Skills
Financial Services, Securities, Equities, Wealth Management, Capital Markets, Risk Management

Education
California State University-Northridge   1971 — 1975
Business Administration

Jason Maynard Jason Maynard San Francisco Bay Area Details
Jason Maynard's Merrill Lynch Experience 2003 - 2005
Job NetSuite
Industry Computer Software
Experience
NetSuite  July 2015 - Present
Wells Fargo  2010 - June 2015
Credit Suisse  2005 - 2009
Merrill Lynch   2003 - 2005
Wells Fargo Securities (Wachovia Securities)   2000 - 2003
Verix Software   1997 - 1999
Skunk Technologies   1996 - 1997

Skills
SaaS, E-commerce, Salesforce.com, Financial Modeling, Mergers, Cloud Computing, Analytics, Business Intelligence, Business Analysis, Enterprise Software, Banking, Competitive Analysis, Start-ups, CRM, Big Data, Strategic Partnerships, Strategy, Equity Research, Mergers, Oracle, Business Strategy, Valuation, Management, Venture Capital, Mergers & Acquisitions, Basketball Coaching, Business Development, Corporate Development

Education
University of Southern California - Marshall School of Business   1995 — 1998
MBA, Business

California State University-Sacramento   1989 — 1992
BS, Business

Todd Kiehnau Todd Kiehnau Greater San Diego Area Details
Todd Kiehnau's Merrill Lynch Experience September 1979 - May 1995
Job Energy Consultant, Relationship Manager, Private Banking | Investor Relations, Private Equity
Industry Management Consulting
Experience
Relationship Management Leadership, Greater San Diego Area   2015 - Present
Energy Solutions Network  2015 - Present
Kiehnau & Associates. Inc.   September 1999 - Present
Sovereign Capital Management Group, Inc.   June 2012 - November 2013
NetWorth Services, Inc.   September 2010 - May 2011
SummaLP Applications, Inc.   May 1999 - May 2010
RBC Dain Rauscher  May 2004 - November 2004
Merrill Lynch, Inc.   May 1997 - April 1999
Mortgage Partners Del Norte   October 1995 - April 1997
Merrill Lynch   September 1979 - May 1995

Skills
Investments, Portfolio Management, Financial Analysis, Finance, Business Development, Securities, Strategic Planning, Due Diligence, Asset Management, Valuation, Customer Service, Mergers & Acquisitions, Software Project..., Risk Management, Analysis, Entrepreneurship, Marketing, Commercial Banking, Software Development, Highly responsible, Commercial Lending, Process Improvement, Long-term Customer..., Superior Work Ethic, Divestitures, Management Consulting, Corporate Actions, Customer Relations, Compliance, Problem Solving, Institutional Marketing, Private Equity, Private Banking, Relationship Management, Business Relationship..., Key Account..., Management, Financial Modeling, Equities, Banking, Executive Management, Fixed Income, Trading, CRM, Credit, Financial Services, Loans, Corporate Finance, Leadership

Education
California State University-Sacramento
BSBA, Finance/Insurance/Real Estate (triple major), graduated with honors

Linda Boxer Linda Boxer Greater Los Angeles Area Details
Linda Boxer's Merrill Lynch Experience August 2013 - Present
Job Market Executive Assistant Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2013 - Present
Archstone  March 2012 - June 2013
Kings Point Capital   August 2008 - March 2012
Haft Financial   August 2008 - March 2012

Skills
Outlook, Microsoft Excel, Real Estate, Customer Service, Property Management, Contract Negotiation, Budgets, Event Planning, Apartments, Negotiation, Sales, Customer Satisfaction, Marketing, Team Building, Training, Leases, Account Management, Real Estate Economics, Market Research, Management, Leadership, Cold Calling, Asset Management, Finance, Financial Analysis

Education
California State University-Los Angeles
Bachelor of Science, Business Administration and Management, General

JEFF KRULL JEFF KRULL Greater Los Angeles Area Details
JEFF KRULL's Merrill Lynch Experience March 1996 - February 2000
Job Business Development, Sales Management, Sales Superstar
Industry Wholesale
Experience
MARTIN KRULL HEDGE FUND   October 2007 - Present
PHE INC  February 2000 - Present
Merrill Lynch   March 1996 - February 2000

Education
California State University-Northridge   1981 — 1985

Darcey Bohanna Hall Darcey Bohanna Hall San Francisco Bay Area Details
Darcey Bohanna Hall's Merrill Lynch Experience 1993 - 1998
Job BSA/AML Compliance Officer at SVB Financial Group
Industry Banking
Experience
SVB Financial Group  October 2014 - Present
SVB Financial Group  January 2008 - October 2014
FINRA (formerly NASD)   April 2005 - January 2008
E*TRADE Financial  June 2000 - April 2005
Merrill Lynch   1993 - 1998

Education
California State University-Sacramento   1998 — 2001
MBA

St. Mary's College of California   1989 — 1993
BA, Government

Tomales High School   1985 — 1989
High School

Paul Seglund Paul Seglund Greater San Diego Area Details
Paul Seglund's Merrill Lynch Experience April 1997 - October 2004
Job Wealth Advisor at Financial West Group
Industry Financial Services
Experience
Financial West Group  January 2005 - Present
Merrill Lynch   April 1997 - October 2004

Education
California State University-Sacramento   1979 — 1982
BS, Finbance & Economics

Matt Brenier Matt Brenier Sacramento, California Area Details
Matt Brenier's Merrill Lynch Experience 1996 - 1998
Job Implementation Specialist at POS Portal
Industry Information Technology and Services
Experience
POS Portal  February 2012 - Present
FolioDynamix  August 2008 - January 2012
SunGard  June 2004 - August 2008
London Pacific Advisors  1998 - 2004
Miller Financial & Insurance Services   May 1998 - September 1998
Group Employee Services   November 1996 - May 1998
Merrill Lynch   1996 - 1998

Skills
Program Management, Product Management, Wealth Management, Product Development, Customer Relations, Cross-functional Team..., Product Strategy, Issue Management, Software Project..., Management, CRM, Requirements Analysis, Project Management, Strategy, Customer Service, Analysis, Leadership, Quality Assurance, Business Process, Testing, Strategic Planning

Education
California State University-Sacramento   1990 — 1994
Bachelor of Science, Business Administration

Ryan Blankenbiller Ryan Blankenbiller Granite Bay, California Details
Ryan Blankenbiller's Merrill Lynch Experience 2007 - 2008
Job Relationship Manager at Bank of America
Industry Financial Services
Experience
Bank of America  2011 - Present
State Street  2008 - 2010
Merrill Lynch   2007 - 2008
HSBC  2005 - 2006

Skills
Relationship Management, Financial Analysis, Fixed Income, Financial Advisory, Portfolio Management, Financial Modeling, Consumer Lending, Commercial Lending, Retail Banking, Retirement Planning, Education Financing, Institutional..., Trade Operations, Global Private Client..., Derivatives, Credit, Investments, Banking

Education
California State University-Sacramento   2002 — 2005
B.S, Business Administration

Lisa Babagian-Meidl Lisa Babagian-Meidl Greater Los Angeles Area Details
Lisa Babagian-Meidl's Merrill Lynch Experience July 2005 - Present
Job Senior Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2005 - Present

Skills
Accounting, Series 7, Marketing, Series 63, Financial Analysis, Equities

Education
California State University-Northridge   1987 — 1990
Psychology/Child Development

Laura Yeager Laura Yeager Santa Monica, California Details
Laura Yeager's Merrill Lynch Experience March 2014 - Present
Job Registered Senior Client Associate
Industry Financial Services
Experience
Merrill Lynch   March 2014 - Present
Wells Fargo Advisors  November 2012 - March 2014
Merrill Lynch   2007 - November 2012
Aletheia Research and Management, Inc.   2006 - 2007
Oppenheimer & Co.   1996 - 2006

Skills
Finance, Investments, Securities, Wealth Management, Portfolio Management, Series 7, Marketing, Mutual Funds, Trading, Series 63, Retirement Planning, Equities, CRM, Hedge Funds, Alternative Investments, Asset Management

Education
California State University-Northridge
Bachelor of Arts (BA), English Literature (British and Commonwealth)

Palisades HS
English Literature (British and Commonwealth)

H Keith Renty H Keith Renty Orange County, California Area Details
H Keith Renty's Merrill Lynch Experience 1977 - 1979
Job CEO / Founder at Motiivo
Industry Broadcast Media
Experience
Motiivo   January 2013 - Present
Intertainment Broadcasting Corporation   June 2009 - September 2010
ATEN Technology Inc. and IOGEAR   July 2004 - November 2008
Belkin Components  1997 - 2003
The SoftPort ComPany   March 1983 - July 1997
Merrill Lynch   1977 - 1979

Skills
Consumer Electronics, Strategy, Account Management, Management, Product Development, Competitive Analysis, B2B, Product Launch, Product Marketing, Channel, Product Management, Sales, New Business Development, Multi-channel Marketing, Negotiation, Strategic Partnerships, Sales Management, Online Marketing, Sales Operations, Business Development, Lead Generation, Marketing Strategy, Solution Selling, Selling, Direct Sales, Marketing, Forecasting, P&L Management, Channel Partners, Product Lifecycle..., Start-ups, Cross-functional Team..., Salesforce.com, Leadership, Television, Trade Shows, Social Media Marketing, Team Building, Marketing Management, Retail, Strategic Planning, Presenter

Education
California State University-Los Angeles   1969 — 1973

Loyola High School

Roy Bollinger Roy Bollinger Greater Los Angeles Area Details
Roy Bollinger's Merrill Lynch Experience July 2002 - January 2008
Job Western Regional Sales Manager at EverBank
Industry Financial Services
Experience
EverBank  May 2012 - Present
GMAC Bank  February 2011 - October 2012
Aurora Bank FSB  October 2009 - March 2011
JPMorgan Chase  2008 - 2009
Merrill Lynch   July 2002 - January 2008
IndyMac Bank  August 1998 - July 2002
Fannie Mae  July 1997 - August 1998
Indymac Bank  1993 - 1998

Skills
Loans, Sales, Loan Origination, Mortgage Banking, Credit Analysis, Residential Mortgages, Credit, Real Estate Financing, FHA, Banking, Mortgage Lending, Refinance, Underwriting, Sales Management, Portfolio Management, Mortgage Underwriting, Loan Servicing, Risk Management, Sales Process, Investment Properties, Loss Mitigation, FHA financing, USDA

Education
California State University-Northridge
Bus Admin

Moorpark College
AA/AS

Jason Gietter Jason Gietter Greater Los Angeles Area Details
Jason Gietter's Merrill Lynch Experience March 2008 - March 2010
Job Director, Regional Sales Executive at Bank of America / Merrill Edge
Industry Financial Services
Experience
Bank of America Merrill Lynch  August 2015 - Present
Merrill Edge  February 2014 - August 2015
Merrill Edge  January 2012 - February 2014
Merrill Edge  March 2010 - January 2012
Merrill Lynch   March 2008 - March 2010
Harvard-Westlake School  November 2007 - May 2008
ASF Distribution   November 2007 - March 2008
USS Tarawa (LHA-1)   July 2000 - June 2004

Skills
Sales, Investments, Wealth Management, Series 7, Mutual Funds, Investment Advisory, Strategy, Business Strategy, Leadership, Asset Management, Finance, Relationship Management, Retirement, FINRA, Financial Advisory, Sales Management, Securities, Employee Benefits, Fixed Annuities, Customer Service, Risk Management, Banking, Credit, Strategic Financial..., Retirement Planning, Management, Strategic Planning

Education
California State University-Northridge
Bachelor of Science (BS), Finance

Old Dominion University
Finance

Orenda Randuch Orenda Randuch Scotts Valley, California Details
Orenda Randuch's Merrill Lynch Experience September 2008 - July 2011
Job Board Member, Treasurer, Mom
Industry Program Development
Experience
Randuch Family   January 2012 - Present
Merrill Lynch   September 2008 - July 2011
Morgan Stanley  June 2004 - September 2008
Rotary International  August 1995 - June 1996

Skills
Strategic Planning, Project Management, Customer Service, Management, Leadership, Program Management, Finance, Financial Advisory, Marketing

Education
California State University-Sacramento   1998 — 2000
B.A., Psychology

Orion French Orion French Greater Los Angeles Area Details
Orion French's Merrill Lynch Experience May 2007 - July 2007
Job Consultant at RGP
Industry Entertainment
Experience
RGP  March 2015 - Present
Warner Bros.  April 2008 - March 2015
Warner Bros.  June 2007 - August 2007
Merrill Lynch   May 2007 - July 2007
THQ  January 2007 - April 2007
Julie Roberts, CPA   July 2003 - August 2006
Merrill Lynch   December 2005 - June 2006

Skills
Financial Modeling, Investments, Stochastic Modeling, Decision Analysis, Excel, Accounting, Project Planning, Project Coordination, International Project..., Business Plan..., Business Plan Evaluation, SAP, SAP BW, Business Objects, Business Planning, Strategy

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2006 — 2008
MBA, Finance

California State University-Northridge   2000 — 2004
BSBA, Finance

Sevag Ossipian Sevag Ossipian Greater Los Angeles Area Details
Sevag Ossipian's Merrill Lynch Experience June 2008 - December 2008
Job Associate Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust Asset Management  January 2014 - Present
EP Wealth Advisors  August 2011 - December 2013
ITT Corporation  June 2009 - August 2011
California State University, Northridge  August 2008 - December 2008
Merrill Lynch   June 2008 - December 2008

Skills
Mutual Funds, Portfolio Management, Investments, Financial Advisory, Asset Allocation, Financial Planning, Wealth Management, Asset Management, Financial Modeling, Corporate Finance, Financial Analysis, Finance, Investment Advisory, Capital Markets, Derivatives, Budgets, Risk Management

Education
California State University-Northridge   2007 — 2008
Bachelors of Science, Finance

California State University-Northridge   2007 — 2008
BS, Finance

George Dontsov George Dontsov Greater Los Angeles Area Details
George Dontsov's Merrill Lynch Experience July 2007 - February 2009
Job Senior Accountant Financial Reporting at Westfield
Industry Accounting
Experience
Westfield  February 2014 - Present
Westfield  September 2012 - February 2014
Guitar Center  November 2011 - September 2012
Prime Jet   June 2011 - November 2011
Jet Edge   August 2009 - June 2011
Merrill Lynch   July 2007 - February 2009

Education
California State University-Northridge   2003 — 2008
Bachelor of Arts, Economics, Business Administration, Political Science

Susan Peyret Susan Peyret Austin, Texas Details
Susan Peyret's Merrill Lynch Experience October 2008 - August 2011
Job Investment Advisor, CUSO Financial Services, L.P. at Amplify Credit Union
Industry Financial Services
Experience
Amplify Credit Union  December 2012 - Present
Merrill Lynch   October 2008 - August 2011

Skills
Wealth Management, Investment Advisory, Investments, Asset Allocation, Strategic Financial..., Retirement, Series 7, Retirement Planning, Series 63, Mutual Funds, Saving for Education, 401k Rollovers, Investment Strategies, Finance, Financial Services, Securities, Life Insurance

Education
California State University-Sacramento
Bachelor's Degree, Finance and Economics

Jerry Savidge Jerry Savidge Sacramento, California Area Details
Jerry Savidge's Merrill Lynch Experience 2010 - Present
Job Private Banker Wells Fargo
Industry Banking
Experience
Wells Fargo  December 2012 - Present
Merrill Lynch   2010 - Present
Asset Commercial Credit   2009 - 2010
Lightspeed Capital   2008 - 2009
Wells Fargo  2001 - 2007

Education
California State University-Sacramento   1976 — 1978
BS, Business Administration

Cezhan Ambrose Cezhan Ambrose New York, New York Details
Cezhan Ambrose's Merrill Lynch Experience June 2004 - August 2011
Job Senior VP at Manhattan Venture Partners
Industry Venture Capital & Private Equity
Experience
MVP/Secondary Direct Venture Fund   September 2014 - Present
Third Seven Capital, LLC   February 2014 - September 2014
William O'Neil + Co. Inc.   August 2012 - February 2014
Morgan Stanley Smith Barney  September 2011 - August 2012
Merrill Lynch   June 2004 - August 2011

Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Securities, Entrepreneurship, Series 7, Private Equity, Finance, Estate Planning, Asset Management, Equities, Retirement Planning, Equity Research, Investment Advisory, Strategic Planning, Customer Service, Institutional Sales, Institutional..., Hedge Funds, Investment Management, Fixed Income, Business Development, Asset Allocation, Capital Markets, Series 63, Investment Strategies, Asset Managment, Institutional Research, Institutional Investors, Venture Capital, Investment Banking, Alternative Investments, Valuation, Financial Planning

Education
New York University
BA, Politics

Harvard-Westlake School

Mirman School For Gifted Children

California State University-Los Angeles
MBA, Business, Economics, Management, Dean's List

Jessica Asef Jessica Asef Greater Los Angeles Area Details
Jessica Asef's Merrill Lynch Experience August 2005 - December 2005
Job Commercial Operations & Proposal Manager at JOERNS LLC
Industry Medical Devices
Experience
JOERNS LLC   September 2011 - Present
JOERNS LLC   April 2010 - Present
ARES MANAGEMENT LLC  June 2007 - January 2009
KARL STORZ ENDOSCOPY-AMERICA  June 2006 - June 2007
MERRILL LYNCH   August 2005 - December 2005

Skills
Cross-functional Team..., Process Improvement, Salesforce.com, Management, Account Management, Marketing Strategy, Negotiation, Medical Devices, Product Development, Strategic Planning, Sales Management, Risk Management, Microsoft Excel, Sales, Project Management, Financial Analysis, Financial Reporting, Customer Service, Contract Management, Pricing Analysis, Revenue Analysis, Forecasting, Project Coordination

Education
California State University-Northridge   2002 — 2006
Bachelor's Degree, FINANCE

Ashana J Thorman Ashana J Thorman Greater Los Angeles Area Details
Ashana J Thorman's Merrill Lynch Experience September 1981 - September 1995
Job Senior Financial Advisor at Wescom Financial Services
Industry Investment Management
Experience
Wescom Financial Services   November 2000 - Present
Merrill Lynch   September 1981 - September 1995

Skills
Asset Management, Alternative Investments, Equities, Series 7, Fixed Income, Investment Management, Financial Advisory, Securities, Financial Modeling, Retirement Planning

Education
California State University-Northridge
Master of Arts (MA)

University of California, Santa Barbara
Bachelor of Arts (BA), Psychology

Michael Frischman, CFP® Michael Frischman, CFP® Greater Los Angeles Area Details
Michael Frischman, CFP®'s Merrill Lynch Experience December 2008 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 2008 - Present
Citi Smith Barney  October 1993 - December 2008

Skills
Wealth Management, Investment Advisory, Retirement, Retirement Planning, Securities, Finance, Financial Planning, Financial Services, Investment Strategies, Investments, Mutual Funds, Financial Advisory, Portfolio Management

Education
California State University-Northridge   1985 — 1990
Finance, Business Administration and Management, General

Pat Billingsley Pat Billingsley Northampton, Massachusetts Details
Pat Billingsley's Merrill Lynch Experience 1996 - 1998
Job Writer & Independent Researcher
Industry Writing and Editing
Experience
Self-employed  2006 - Present
Smith College  1999 - 2015
Merriam Webster  1998 - 1999
Merrill Lynch   1996 - 1998
The Merritt Group   1988 - 1996
Digital Equipment Corporation  1982 - 1988

Skills
Writing, Editing, Research, Public Speaking, Higher Education, Grant Writing, Teaching, Research Design, Community Outreach, Program Development, Newsletters, Grants, History, Creative Writing, Nonprofits, Qualitative Research, Fundraising

Education
California State University-Northridge   1980 — 1982
MA completed 1984, Human Factors/Applied Experimental Psychology

University of Delaware   1970 — 1974
BA, Psychology

Richard Marek Richard Marek Greater Los Angeles Area Details
Richard Marek's Merrill Lynch Experience
Job Financial Advisor at Merrill Lynch
Industry Health, Wellness and Fitness
Experience
Merrill Lynch  

Skills
Wellness, Fitness, Nutrition, Personal Training, Fitness Training, Wellness Coaching, Holistic Health, Strength Training, Wellbeing, Nutritional Counseling, Healing, Lifestyle, Weight Training, Yoga, Therapeutic Massage, Functional Training, Sports Nutrition, Exercise Physiology, Weight, Relaxation

Education
California State University-Northridge   1984 — 1988
Bachelor's Degree, Accounting and Business/Management

Leo Maheras Leo Maheras San Francisco Bay Area Details
Leo Maheras's Merrill Lynch Experience July 2002 - May 2009
Job Owner, Maheras Wealth Management, Inc.
Industry Financial Services
Experience
Maheras Wealth Management, Inc.   May 2009 - Present
Merrill Lynch   July 2002 - May 2009
Morgan Stanley Smith Barney  March 2000 - July 2002

Skills
Asset Allocation, Wealth Management, Investments, Financial Advisory, Investment Strategies, Wealth, Finance, Securities, Wealth Management..., Insurance, Trusts, Management, Personal Finance

Education
University of California, Davis   1994 — 1997
Master of Science, Microbiology

California State University-Sacramento   1990 — 1994
Masters, Microbiology

James Pilkington James Pilkington Greater Los Angeles Area Details
James Pilkington's Merrill Lynch Experience 2011 - 2013
Job Senior Analyst – Investor Relations at PennyMac
Industry Capital Markets
Experience
PennyMac  September 2014 - Present
PennyMac  July 2013 - August 2014
Merrill Lynch   2011 - 2013
The University Corporation at California State University, Northridge   2009 - 2011
Merrill Lynch   June 2010 - August 2010

Skills
Finance, Portfolio Management, Asset Management, Risk Management, Credit, Financial Markets, Equities, Fixed Income, Investor Relations, Bloomberg, Business Development, Analysis

Education
California State University-Northridge
BA Economics; BS Business Administration

Simi Valley High School

Minh T. Phan, CFP® Minh T. Phan, CFP® Greater Los Angeles Area Details
Minh T. Phan, CFP®'s Merrill Lynch Experience September 2000 - March 2004
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  March 2004 - Present
Merrill Lynch   September 2000 - March 2004

Skills
Series 7, Series 66, Certified Financial..., Asset Allocation, Retirement Planning

Education
California State University-Northridge   1995 — 2000
Bachelor of Science (BS), Business

Simret Gebrehiwet Simret Gebrehiwet Issaquah, Washington Details
Simret Gebrehiwet's Merrill Lynch Experience August 2006 - December 2006
Job Property Accountant at Unico Properties LLC
Industry Financial Services
Experience
Unico Properties LLC  December 2012 - Present
LTCFP   May 2010 - May 2012
A squared Property, Inc   January 2008 - March 2010
Merrill Lynch   August 2006 - December 2006

Skills
Financial Reporting, Microsoft Excel, Accounts Receivable, Financial Analysis, Insurance, General Ledger, Account Reconciliation, Financial Accounting, Finance

Education
City University of Seattle   2011 — 2013
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law

California State University-Northridge   2003 — 2008
B.S, Finance

CFA Institute

Christine Kreps Christine Kreps Orange County, California Area Details
Christine Kreps's Merrill Lynch Experience August 2006 - Present
Job Compliance Branch Examinations
Industry Financial Services
Experience
Merrill Lynch   August 2006 - Present
First Allied Securities  July 2005 - August 2006
LPL  November 2004 - July 2005
Bear Stearns  February 2001 - October 2004

Skills
Series 7, FINRA, Securities, Asset Management, Investments, Series 9, Series 3, Series 10, Series 24, Series 66, Series 63

Education
California State University-Northridge
Bachelors, Business Administration - Management

Tom Schroeder Tom Schroeder Greater Los Angeles Area Details
Tom Schroeder's Merrill Lynch Experience 1991 - 1993
Job Investment Management
Industry Financial Services
Experience
MetLife  2011 - 2012
Check Capital Management   2005 - 2009
Ryan Capital Management   1998 - 1999
William O'Neil + Co.   1993 - 1997
Merrill Lynch   1991 - 1993

Skills
Asset Managment, Investments, Hedge Funds, Trading, Series 7, Mutual Funds, Portfolio Management, Strategic Financial..., Institutional..., Fixed Income, Alternative Investments, Asset Allocation, Fund Of Funds, Financial Services, Asset Management, Financial Planning, Equities

Education
California State University-Northridge
B.A., Economics

University of California, Los Angeles
Professional Designation in Personal Financial Planning (PFP)

Adolfo Aldana, CRPC®, CRPS®, C(k)P® Adolfo Aldana, CRPC®, CRPS®, C(k)P® Greater Los Angeles Area Details
Adolfo Aldana, CRPC®, CRPS®, C(k)P®'s Merrill Lynch Experience February 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   February 2008 - Present

Skills
Series 7, Retirement Planning, Wealth Management, Retirement, Series 63, Investments, Strategic Financial..., Investment Advisory, Financial Analysis, Portfolio Management, Investment Strategies, Financial Modeling, 401k, Estate Planning, Credit, FINRA, Mortgage Lending, Finance, Insurance, Banking

Education
College for Financial Planning   2012 — 2012
Chartered Retirement Plans Specialist designation

TRAU in association with UCLA   2012 — 2012
Certified 401(k) Professional

College for Financial Planning   2011 — 2011
Chartered Retirement Planning Counselor designation

CSUN   2006 — 2007
Bachelor of Science (BS), Business Administration, Finance

College of the Canyons   2004 — 2005
Business Accounting

Jason Ezzell Jason Ezzell Sacramento, California Area Details
Jason Ezzell's Merrill Lynch Experience October 1999 - May 2014
Job Managing Director, Founder at The Ezzell Group at HighTower
Industry Investment Management
Experience
The Ezzell Group at HighTower   May 2014 - Present
Merrill Lynch   October 1999 - May 2014

Skills
High Net Worth..., Fiduciary Management, Strategic Financial..., Fiduciary Services, Portfolio Management, Portfolio Optimization, Equity Research, Investment Strategies, Wealth Preservation..., Asset Management, Options, Municipal Bonds, Retirement Plan..., Employee Benefits, Alternative Investments, Qualified Retirement..., 401k, Pensions, Retirement Planning, Retirement, Finance, Financial Advisory, Wealth Management

Education
California State University-Sacramento

Paul Kranich Paul Kranich Roseville, California Details
Paul Kranich's Merrill Lynch Experience March 2010 - April 2015
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2015 - Present
Merrill Lynch   March 2010 - April 2015
Bank of America  2010 - August 2011

Skills
Series 7, Wealth Management, Portfolio Management, Banking, Loans, Uniform Combined State..., Credit, Credit Analysis, Investments, Mutual Funds, Mortgage Lending, Series 66, CRPS, Insurance Brokerage, Variable Life

Education
CSU Sacramento   2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Dan Whitfield Dan Whitfield El Paso, Texas Area Details
Dan Whitfield's Merrill Lynch Experience Financial AdvisorMerrill LynchNovember 2009 - April 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   Financial AdvisorMerrill LynchNovember 2009 - April 2012

Education
California State University-Sacramento   1965 — 1967
Bachelor of Applied Science (B.A.Sc.), Economics

Theresa Chan Theresa Chan Greater Los Angeles Area Details
Theresa Chan's Merrill Lynch Experience September 2006 - December 2006
Job Financial Analyst at Penske Logistics
Industry Paper & Forest Products
Experience
Penske Logistics  January 2014 - Present
Asia Pulp & Paper  March 2012 - January 2014
Innovex Home Products   February 2009 - February 2012
BNP Paribas Fortis  May 2008 - December 2008
IDS Real Estate Group  April 2007 - March 2008
Merrill Lynch   September 2006 - December 2006
US Bank  January 2004 - July 2004

Skills
Microsoft Excel, PowerPoint, SAP, Microsoft Word, QuickBooks, Microsoft Access, Yardi, Hyperion HFM, Oracle Reports, AS400 Administration, Pricing, Accounts Payable, Banking, Accounts Receivable, Financial Analysis, Forecasting, Accounting, Account Reconciliation

Education
California State University-Los Angeles   2009 — 2011
Master degree of Business Administration, Finance, General

University of Southern California - Marshall School of Business   2004 — 2006
Bachelor of Arts (B.A.), Finance

Green River Community College   2002 — 2003
Associate degree, Business Administration

Isaac Chan, CRPC Isaac Chan, CRPC Greater Los Angeles Area Details
Isaac Chan, CRPC's Merrill Lynch Experience April 2006 - April 2015
Job Senior Vice President Head of Wealth Management, North America
Industry Financial Services
Experience
CTBC Bank  April 2015 - Present
Merrill Lynch   April 2006 - April 2015
Merrill Lynch   2006 - April 2015

Skills
Series 7, Retirement Planning, Retirement Income..., Asset Allocation, Comprehensive Wealth..., Saving for Education, Wealth Transfer, 529 Plans, Wealth Preservation..., Rollovers, Charitable Giving, 401k Rollovers, Investment Advisory, Separately Managed..., Wealth Accumulation, IRA's, Retirement, Wealth Management, Series 66, Roth IRA, Investment Strategies, Insurance Planning, Financial Advisory, 401k, Annuities, Retirement Solutions, Alternative Investments, Managed Accounts, Managed Money, ETFs, Trust Services, Wealth Management..., Uniform Combined State...

Education
California State University-Los Angeles   1993 — 1998
Bachelor of Business Administration (B.B.A.), International Business, 3.8

Jason Layland Jason Layland Sacramento, California Area Details
Jason Layland's Merrill Lynch Experience June 2008 - June 2010
Job Financial Advisor at Next Level Advisors
Industry Financial Services
Experience
Next Level Advisors   2013 - Present
South Placer Wealth Management Group   October 2010 - October 2013
Woodbury   2010 - 2011
Merrill Lynch   June 2008 - June 2010
Edward Jones  June 2005 - June 2008

Skills
Finance, Insurance, Microsoft Office, Retirement Planning, Wealth Management, Mutual Funds, Financial Advisory, Financial Services, Asset Allocation, Fixed Annuities

Education
CSU Sacramento
Bachelor of Business Administration (B.B.A.)

CSU Sacramento
Master of Business Administration (M.B.A.)

Young M. Chung Young M. Chung Greater Los Angeles Area Details
Young M. Chung's Merrill Lynch Experience December 2008 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 2008 - Present

Skills
Series 7, Series 31, Series 66, CA Insurance License, Portfolio Management, Financial Advisory, Series 63, Retirement Planning, Asset Allocation, Series 65, Wealth Management, Mutual Funds, Alternative Investments, Retirement, Investment Advisory, Investment Strategies, Securities, Investments, Estate Planning, 401k, Fixed Annuities, Investment Management, Asset Management, IRAs, Equities, Bonds, Fixed Income, Financial Planning, Options, Hedge Funds, Financial Services, Life Insurance, Capital Markets, Finance, Insurance, Private Equity, Wealth Management..., ETFs, High Net Worth..., Risk Management, Valuation, Wealth Accumulation, Wealth, Banking, Private Banking, Variable Annuities, Financial Analysis, Due Diligence, Equity Trading, Trading

Education
The American College   2010 — 2014
ChFC - Chartered Financial Consultant, Finance and Financial Management Services

College for Financial Planning   2010 — 2011
CRPC - Chartered Retirement Planning Counselor, Finance and Financial Management Services

University of San Diego School of Law   1995 — 1996
Law

California State University-Sacramento   1992 — 1995
Bachelor of Arts (B.A.) with Honors., English Literature

Brennan Riddle Brennan Riddle Greater Los Angeles Area Details
Brennan Riddle's Merrill Lynch Experience June 2011 - August 2011
Job President at Riddle Corp.
Industry Market Research
Experience
Riddle Corp.   Market AnalystPointe Marketing2008 - Present
Merrill Lynch   June 2011 - August 2011

Education
California State University-Northridge   2008 — 2012
BS, Marketing, Finance, Real Estate

Richard Boyer Richard Boyer Sacramento, California Area Details
Richard Boyer's Merrill Lynch Experience May 2000 - August 2005
Job Senior Vice President Regional Business Executive First Citizens Bank
Industry Banking
Experience
First Citizens Bank  November 2011 - Present
Bank of the West  September 2010 - November 2011
Wells Fargo Bank  August 2005 - September 2010
Merrill Lynch   May 2000 - August 2005
Wells Fargo Bank  September 1994 - May 2000
Bank of America  December 1990 - September 1994

Education
California State University-Sacramento   1985 — 1987
MBA, Finance

University of California, Berkeley   1979 — 1984
BA, Zoology

Sergio Sepulveda Sergio Sepulveda Greater Los Angeles Area Details
Sergio Sepulveda's Merrill Lynch Experience April 2004 - January 2007
Job Senior Vice President at City National Bank
Industry Banking
Experience
City National Bank  March 2014 - Present
Banc of California  August 2010 - March 2014
US Bank  January 2007 - August 2010
Merrill Lynch   April 2004 - January 2007

Skills
Commercial Lending, Middle Market, Loans, Commercial Banking, Lines Of Credit, Banking, Credit, Asset Based Lending, Treasury Management, Series 7, Cash Management, Credit Analysis, Commercial Mortgages, Portfolio Management, Series 63, Mortgage Lending, Financial Analysis, Loan Origination, Small Business Lending, Consumer Lending, Credit Risk, Private Banking, Treasury Services

Education
California State University-Northridge   1983 — 1989
Bachelor of Science, Business Administration-Finance

Brian M. Probst Brian M. Probst Sacramento, California Area Details
Brian M. Probst's Merrill Lynch Experience February 2014 - Present
Job Vice President | Financial Advisor Senior Portfolio Advisor
Industry Financial Services
Experience
Merrill Lynch   February 2014 - Present
Probst & Associates   June 2001 - Present
Ameriprise Financial Services, Inc.   October 2011 - February 2014
JPMorgan Chase  November 2009 - October 2011
Morgan Stanley  October 1992 - November 2009

Education
Wharton School of Business
Executive Education

California State University-Sacramento
Bachelor of Science, Business - Finance

California State University-Sacramento
Bachelor of Arts, Economics

christina Taboada christina Taboada Greater Los Angeles Area Details
christina Taboada's Merrill Lynch Experience January 2009 - June 2009
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch   January 2009 - June 2009
Arnold Palmers   September 2006 - March 2009

Education
California State University-San Bernardino
Bachelor of Arts, Business Administration; Finance and Business Economics; Business Economics

Som Phoummathep Som Phoummathep San Francisco Bay Area Details
Som Phoummathep's Merrill Lynch Experience January 1990 - June 1998
Job VP Trading and Operations at Commonwealth Foreign Exchange
Industry Financial Services
Experience
Commonwealth Foreign Exchange  April 2001 - Present
CIBC WORLD MARKETS CORP  July 1998 - March 2001
Merrill Lynch   January 1990 - June 1998

Skills
FX Options, Trading, Bloomberg, Portfolio Management, Options, Capital Markets, Fixed Income, Derivatives, Risk Management, Financial Modeling, Investments, Financial Markets, Currency, Financial Analysis, Financial Risk, Foreign Exchange, Equity Derivatives

Education
California State University-Sacramento   1985 — 1989
Bachelor's Degree

Ariel Sedeno Ariel Sedeno Washington D.C. Metro Area Details
Ariel Sedeno's Merrill Lynch Experience June 2008 - June 2009
Job Survey Statistician at U.S. Census Bureau
Industry Government Administration
Experience
U.S. Census Bureau   May 2014 - Present
United States Census Bureau  October 2009 - May 2014
Merrill Lynch   June 2008 - June 2009

Skills
Data Analysis, Budget Reconciliation, Financial Reporting, Analysis, Budget Process, Microsoft Excel, Analytics, Budgets, Public Speaking, Access, Budget Monitoring, Databases, Oracle Applications, Smartview, Ad Hoc Reporting, Essbase, Federal Budget, SAS, International Trade, Economic Indicators, Basic HTML

Education
California State University-Northridge
Bachelor of Science, Business Administration

George Mason University
Bachelor's degree, Economics, Mathematics

Cooper David Cooper David Brentwood, Tennessee Details
Cooper David's Merrill Lynch Experience September 2001 - November 2007
Job President, Everything Weapons
Industry Defense & Space
Experience
Everything Weapons   October 2012 - Present
Merrill Lynch   September 2001 - November 2007

Skills
Employee Stock Options, Portfolio Management, Series 7, Wealth Management, Investments, Mutual Funds, Series 63

Education
California State University-Northridge   1989 — 1991
Bachelor's degree, Communications

Wing Yin Wong Wing Yin Wong Los Angeles, California Details
Wing Yin Wong's Merrill Lynch Experience 2000 - 2001
Job Administrative Professional at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche  January 2001 - Present
Merrill Lynch   2000 - 2001
KeyBanc Capital Markets  June 1998 - December 1999
Long Term Credit Bank of Japan  1992 - 1998
First Public Bank   June 1985 - October 1992

Education
California State University-Los Angeles   1987 — 1992
Bachelor of Business Administration (BBA), Major in Finance, Minor in Economics

Conrad Hsieh Conrad Hsieh Anaheim, California Details
Conrad Hsieh's Merrill Lynch Experience January 2005 - March 2012
Job Financial Advisor at Titan Asset Management
Industry Financial Services
Experience
Titan Asset Management   May 2012 - Present
Merrill Lynch   January 2005 - March 2012
Charles Schwab  April 2000 - December 2004

Skills
Retirement Planning, Wealth Management, Investments, Series 7, Retirement, Mutual Funds, Estate Planning, Investment Advisory, Fixed Annuities, Asset Allocation, Portfolio Management, Financial Advisory, Investment Strategies, Series 63, Asset Managment, Securities, IRAs, Insurance

Education
California State University-San Bernardino   1989 — 1992
Master of Business Administration (MBA), Finance

Doug Herrera Doug Herrera Los Angeles, California Details
Doug Herrera's Merrill Lynch Experience February 2005 - September 2005
Job Associate at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates  March 2013 - Present
Kayne Anderson Capital Advisors  July 2011 - October 2012
Nuveen Investments  October 2007 - July 2011
Nuveen Investments  May 2006 - October 2007
Merrill Lynch   February 2005 - September 2005

Skills
Marketing, Finance, Marketing Communications, Reports, Market Research, Pitch Books, Sales Analysis, Microsoft Excel, PowerPoint, Photoshop, InDesign, Fact Sheets, Illustrator, Graphic Design, Performance Measurement, Calculations, Graphics, Designs, FactSet, FIN software, Bilingual Proficiency, Cash Management, Mutual Funds, Hedge Funds, Financial Analysis, Asset Management, Portfolio Management, Alternative Investments, Fixed Income, Equities, Securities, Investments, Bloomberg

Education
California State University-Los Angeles   2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General

Laura Chao Laura Chao Greater Los Angeles Area Details
Laura Chao's Merrill Lynch Experience January 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch   January 2015 - Present
BDO Commercial Lender   2012 - 2013
US Safety & Supply Co   2010 - 2012
National Bank of California  2005 - 2006
HSBC  2004 - 2005
Sy, Lee and Chen, LLP   1986 - 2003

Skills
Cash Management, Finance, Mezzanine, Commercial Lending, CMBS

Education
California State University-Los Angeles
Bachelor of Business Administration (B.B.A.), Accounting

CHRISTINA PALLAN CHRISTINA PALLAN Greater Los Angeles Area Details
CHRISTINA PALLAN's Merrill Lynch Experience September 2005 - Present
Job Registered Assistant at MERRILL LYNCH
Industry Financial Services
Experience
MERRILL LYNCH   September 2005 - Present

Skills
Series 7, Wealth Management, Microsoft Excel, Securities, Investments, Banking, Financial Analysis, Financial Advisory, Strategic Financial..., Fixed Income, Asset Management, Mutual Funds, Retirement Planning, Equities, Investment Advisory

Education
California State University-Northridge
Bachelor of Science (B.S.), Marketing

Charles Huffstetler Charles Huffstetler Richmond, Virginia Area Details
Charles Huffstetler's Merrill Lynch Experience 1993 - 1995
Job
Industry Banking
Experience
Wells Fargo Advisors  2005 - 2010
Federal Reserve Bank of Richmond  1995 - 2004
Merrill Lynch   1993 - 1995
Federal Reserve Bank of San Francisco  1974 - 1992

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

Education
Pacific Coast Banking School at the University of Washington   1984 — 1986
Graduate, Commercial Banking

California State University-Northridge   1967 — 1970
Bachelor of Arts (B.A.), Geography

Kathryne Lee Kathryne Lee Sacramento, California Details
Kathryne Lee's Merrill Lynch Experience March 1994 - February 2002
Job Series 7/66 Registered Associate at Major Wire House
Industry Financial Services
Experience
Major Wire House   June 2009 - Present
A.G. Edwards   September 2005 - June 2009
Wachovia Securities  February 2002 - September 2005
Merrill Lynch   March 1994 - February 2002

Education
California State University-Sacramento
Bachelor of Arts (BA), French Language and Literature

University of California, Davis

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