Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Gregory K. Hernandez Gregory K. Hernandez's Merrill Lynch Experience 1985 - 1989
Job Author | Speaker | Trainer | GKarlCo.com
Industry Professional Training & Coaching
Experience
G Karl Company, LLC January 2013 - Present
BOK Financial August 2009 - January 2013
US Bancorp Investments, Inc. 2005 - 2009
Atlas Securities 2000 - 2005
Bank of America 1989 - 1998
Merrill Lynch 1985 - 1989
Skills
Banking, Wealth Management, Investments, Mutual Funds, Financial Services, Portfolio Management, Strategic Financial..., Credit, Loans, Asset Managment, Public Speaking, Training, Motivation, Management, Retirement, Leadership, Sales, Marketing, Asset Management, Relationship Management, Retirement Planning, Investment Management
Education
California State University-San Bernardino
G Karl Company, LLC January 2013 - Present
BOK Financial August 2009 - January 2013
US Bancorp Investments, Inc. 2005 - 2009
Atlas Securities 2000 - 2005
Bank of America 1989 - 1998
Merrill Lynch 1985 - 1989
Skills
Banking, Wealth Management, Investments, Mutual Funds, Financial Services, Portfolio Management, Strategic Financial..., Credit, Loans, Asset Managment, Public Speaking, Training, Motivation, Management, Retirement, Leadership, Sales, Marketing, Asset Management, Relationship Management, Retirement Planning, Investment Management
Education
California State University-San Bernardino
David Papaj David Papaj's Merrill Lynch Experience June 2014 - August 2014
Job Mortgage Closer II at Digital Risk
Industry Banking
Experience
Digital Risk July 2015 - Present
Applebee's March 2014 - Present
PNC Mortgage May 2015 - July 2015
United States Postal Service December 2014 - December 2014
Merrill Lynch June 2014 - August 2014
Bank of America March 2013 - June 2014
Bank of America February 2012 - February 2013
United States Postal Service November 2006 - February 2012
Bell South April 2006 - August 2006
Bank of America November 2004 - April 2006
Skills
Word, Excel, Customer Service, Customer Satisfaction, Telephone Skills, Banking, Call Center, Loans, Call Centers, Mortgage Lending, Real Estate
Education
Canisius College 1983 — 1985
Accounting
Bryant & Stratton Business Institute 1981 — 1983
Associates, Computer Science/Accounting
All Saints School 1967 — 1977
Digital Risk July 2015 - Present
Applebee's March 2014 - Present
PNC Mortgage May 2015 - July 2015
United States Postal Service December 2014 - December 2014
Merrill Lynch June 2014 - August 2014
Bank of America March 2013 - June 2014
Bank of America February 2012 - February 2013
United States Postal Service November 2006 - February 2012
Bell South April 2006 - August 2006
Bank of America November 2004 - April 2006
Skills
Word, Excel, Customer Service, Customer Satisfaction, Telephone Skills, Banking, Call Center, Loans, Call Centers, Mortgage Lending, Real Estate
Education
Canisius College 1983 — 1985
Accounting
Bryant & Stratton Business Institute 1981 — 1983
Associates, Computer Science/Accounting
All Saints School 1967 — 1977
Doug Saylor's Merrill Lynch Experience June 2002 - May 2004
Job Personalized Medicine
Industry Hospital & Health Care
Experience
Proove Biosciences, Inc. December 2014 - Present
Grandcare Health Services April 2012 - August 2014
Boston Scientific Neuromodulation May 2007 - April 2012
Alpharma Pharmaceuticals 2004 - 2007
Merrill Lynch June 2002 - May 2004
US Army - Special Operations - PSYOP April 1994 - April 1999
Skills
Sales Operations, Sales Management, Product Launch, Sales, Selling, Operating Room, Medical Devices, Market Development, Capital Equipment, New Business Development, Pharmaceutical Sales, Account Management, Orthopedic, Strategic Planning, Healthcare, Team Building, Team Leadership, Negotiation, Leadership, Product Marketing, Direct Sales, Management, Hospitals, Customer Service, Marketing Strategy, Marketing
Education
California State University-San Bernardino - College of Business and Public Administration 1999 — 2002
BA, Information Management Minor in Finance
Proove Biosciences, Inc. December 2014 - Present
Grandcare Health Services April 2012 - August 2014
Boston Scientific Neuromodulation May 2007 - April 2012
Alpharma Pharmaceuticals 2004 - 2007
Merrill Lynch June 2002 - May 2004
US Army - Special Operations - PSYOP April 1994 - April 1999
Skills
Sales Operations, Sales Management, Product Launch, Sales, Selling, Operating Room, Medical Devices, Market Development, Capital Equipment, New Business Development, Pharmaceutical Sales, Account Management, Orthopedic, Strategic Planning, Healthcare, Team Building, Team Leadership, Negotiation, Leadership, Product Marketing, Direct Sales, Management, Hospitals, Customer Service, Marketing Strategy, Marketing
Education
California State University-San Bernardino - College of Business and Public Administration 1999 — 2002
BA, Information Management Minor in Finance
Gregory Box, J.D., CPA Gregory Box, J.D., CPA's Merrill Lynch Experience 2002 - 2008
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch 2002 - 2008
Macedonio, Toerek & Box LPA May 1997 - September 2002
Education
University of Akron School of Law 1988 — 1991
JD, Law
Canisius College 1977 — 1981
BS, Accounting
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch 2002 - 2008
Macedonio, Toerek & Box LPA May 1997 - September 2002
Education
University of Akron School of Law 1988 — 1991
JD, Law
Canisius College 1977 — 1981
BS, Accounting
Darin Bouggess's Merrill Lynch Experience July 2005 - October 2008
Job Owner, Wide Receiver Academy of NJ
Industry Sports
Experience
Self-employed October 2009 - Present
Merrill Lynch July 2005 - October 2008
Merrill Lynch December 1999 - July 2005
Skills
Sales, Telephone Skills, Sales Management, Public Speaking, Financial Analysis, Sales Prospecting, Qualifying Prospects, Social Networking, Investments, Asset Allocation, Portfolio Management, Debt Collection, Financial Reporting, Team Management, Generating Revenue, Stock Market, Insurance, Experienced Business..., Risk Management
Education
Rowan University 1987 — 1990
Bachelor of Arts (B.A.), Communication and Media Studies
Camden County College 1986 — 1987
Undeclared, Liberal Arts and Sciences/Liberal Studies
Self-employed October 2009 - Present
Merrill Lynch July 2005 - October 2008
Merrill Lynch December 1999 - July 2005
Skills
Sales, Telephone Skills, Sales Management, Public Speaking, Financial Analysis, Sales Prospecting, Qualifying Prospects, Social Networking, Investments, Asset Allocation, Portfolio Management, Debt Collection, Financial Reporting, Team Management, Generating Revenue, Stock Market, Insurance, Experienced Business..., Risk Management
Education
Rowan University 1987 — 1990
Bachelor of Arts (B.A.), Communication and Media Studies
Camden County College 1986 — 1987
Undeclared, Liberal Arts and Sciences/Liberal Studies
Holly Yzquierdo's Merrill Lynch Experience December 2003 - October 2006
Job Social Media Coordinator at Catholic Charities of Arizona
Industry Online Media
Experience
Catholic Charities of Arizona November 2014 - Present
My Plant-Based Family January 2012 - Present
Merrill Lynch December 2003 - October 2006
Assurant September 2002 - December 2003
Skills
Blogger, Chef, Food Allergies, Food Coach, Vegan, Plant-Based Diet, Speaker, Cooking, Public Speaking, Baking, Human Resources, Training, Social Media, SEO, Recruiting, Interviews, Blogging, Proofreading, Social Media Marketing, Marketing Strategy, Social Networking, Facebook, Editing, Public Relations, Customer Service
Education
Cameron University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Comanche High School 1996 — 1999
Catholic Charities of Arizona November 2014 - Present
My Plant-Based Family January 2012 - Present
Merrill Lynch December 2003 - October 2006
Assurant September 2002 - December 2003
Skills
Blogger, Chef, Food Allergies, Food Coach, Vegan, Plant-Based Diet, Speaker, Cooking, Public Speaking, Baking, Human Resources, Training, Social Media, SEO, Recruiting, Interviews, Blogging, Proofreading, Social Media Marketing, Marketing Strategy, Social Networking, Facebook, Editing, Public Relations, Customer Service
Education
Cameron University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Comanche High School 1996 — 1999
Kasc Scott Kasc Scott's Merrill Lynch Experience April 2011 - August 2013
Job Senior Regional Investment Consultant
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Merrill Lynch April 2011 - August 2013
Edward Jones September 2009 - April 2011
Skills
Finance, Financial Analysis, Financial Goals, Financial Planners, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Series 7, Tax, Wealth Management, Financial Services, Mutual Funds, Series 63
Education
Cameron University 2007 — 2009
Bachelors, Finance
Fidelity Investments August 2013 - Present
Merrill Lynch April 2011 - August 2013
Edward Jones September 2009 - April 2011
Skills
Finance, Financial Analysis, Financial Goals, Financial Planners, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Series 7, Tax, Wealth Management, Financial Services, Mutual Funds, Series 63
Education
Cameron University 2007 — 2009
Bachelors, Finance
Tom Terhaar Tom Terhaar's Merrill Lynch Experience 1993 - 2004
Job Investment Consultant at Conrad Siegel Investment Advisors, Inc.
Industry Financial Services
Experience
Conrad Siegel Investment Advisors, Inc. November 2014 - Present
PNC Wealth Management May 2011 - October 2014
Wells Fargo 2004 - 2011
Merrill Lynch 1993 - 2004
Skills
Finance, Portfolio Management, Risk Management, Retirement Planning, Credit, Investments
Education
Canisius College
BS
Conrad Siegel Investment Advisors, Inc. November 2014 - Present
PNC Wealth Management May 2011 - October 2014
Wells Fargo 2004 - 2011
Merrill Lynch 1993 - 2004
Skills
Finance, Portfolio Management, Risk Management, Retirement Planning, Credit, Investments
Education
Canisius College
BS
Corey Sunstrom, CFP®, MTWM's Merrill Lynch Experience August 2012 - September 2014
Job Financial Services Representative
Industry Financial Services
Experience
Hobart Financial Group September 2014 - Present
Merrill Lynch August 2012 - September 2014
R.A. Jeffreys Distributing Company August 2008 - August 2012
SoftPro August 2007 - August 2008
Skills
Salesforce.com, Process Improvement, Sales Management, Team Building, Team Leadership, Strategic Planning, Investments, Retirement Planning, College Education..., Stocks, Bonds, Mortgage Lending, Commercial Lending, Networking, Portfolio Management, Asset Allocation, Asset Protection, Asset Managment, Estate Planning, Charitable Trusts, Trust Management, Practice Management, Retirement Plan..., Qualified Retirement..., Business Relationship..., Options, Employee Stock Options, Concentrated Stock..., Small Business Lending, Small Business..., Collaboration Solutions, Referral Network, Succession Planning, LLC, Long Term Care Insurance, Long Term Business..., Gift Planning, Mutual Funds, Restricted Stock, Retirement
Education
Campbell University 2011 — 2012
Masters, Trust and Wealth Management
North Carolina State University 2003 — 2007
B.S, Business Administration (Double; Finance & Marketing
Hobart Financial Group September 2014 - Present
Merrill Lynch August 2012 - September 2014
R.A. Jeffreys Distributing Company August 2008 - August 2012
SoftPro August 2007 - August 2008
Skills
Salesforce.com, Process Improvement, Sales Management, Team Building, Team Leadership, Strategic Planning, Investments, Retirement Planning, College Education..., Stocks, Bonds, Mortgage Lending, Commercial Lending, Networking, Portfolio Management, Asset Allocation, Asset Protection, Asset Managment, Estate Planning, Charitable Trusts, Trust Management, Practice Management, Retirement Plan..., Qualified Retirement..., Business Relationship..., Options, Employee Stock Options, Concentrated Stock..., Small Business Lending, Small Business..., Collaboration Solutions, Referral Network, Succession Planning, LLC, Long Term Care Insurance, Long Term Business..., Gift Planning, Mutual Funds, Restricted Stock, Retirement
Education
Campbell University 2011 — 2012
Masters, Trust and Wealth Management
North Carolina State University 2003 — 2007
B.S, Business Administration (Double; Finance & Marketing
Brady Eilers Brady Eilers's Merrill Lynch Experience August 2007 - December 2007
Job Consultant at The Context Network
Industry Management Consulting
Experience
The Context Network June 2014 - Present
TranslaCare, Inc. June 2013 - June 2014
Faurecia xWorks May 2013 - August 2013
gravitytank January 2013 - February 2013
Teach for America May 2012 - July 2012
Teach for America August 2010 - June 2012
Courageous Leadership Inc July 2008 - June 2010
Guatemala Real Gap Sports March 2008 - May 2008
Merrill Lynch August 2007 - December 2007
Foremost Insurance Company May 2007 - August 2007
Skills
Teaching, Idea Generation, Organizational..., Business Strategy, New Business Development, Innovation, Social Entrepreneurship, Leadership, Strategy, Business Development, Data Analysis, Management, Program Management, Competitive Analysis, Management Consulting, Staff Development, Project Planning, Entrepreneurship
Education
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (MBA), Strategic Innovation: Finance Minor, Graduated with Distinction
Calvin College 2005 — 2009
Bachelors of Arts, Business, Marketing Concentration
The Context Network June 2014 - Present
TranslaCare, Inc. June 2013 - June 2014
Faurecia xWorks May 2013 - August 2013
gravitytank January 2013 - February 2013
Teach for America May 2012 - July 2012
Teach for America August 2010 - June 2012
Courageous Leadership Inc July 2008 - June 2010
Guatemala Real Gap Sports March 2008 - May 2008
Merrill Lynch August 2007 - December 2007
Foremost Insurance Company May 2007 - August 2007
Skills
Teaching, Idea Generation, Organizational..., Business Strategy, New Business Development, Innovation, Social Entrepreneurship, Leadership, Strategy, Business Development, Data Analysis, Management, Program Management, Competitive Analysis, Management Consulting, Staff Development, Project Planning, Entrepreneurship
Education
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (MBA), Strategic Innovation: Finance Minor, Graduated with Distinction
Calvin College 2005 — 2009
Bachelors of Arts, Business, Marketing Concentration
Christopher Cody Christopher Cody's Merrill Lynch Experience June 1991 - September 1992
Job Peripheral Vascular Sr. Sales Executive: Boston Scientific Medical Sales Company, Field Sales Trainer
Industry Medical Devices
Experience
Boston Scientific April 2001 - Present
Campbell Sales Company November 1992 - April 2001
Merrill Lynch June 1991 - September 1992
Skills
Operating Room, Clinical Research, Vascular Surgery, Hospitals, Vascular, Medical Devices, Sales Operations, Sales, Market Penetration, Capital Equipment, Disposables
Education
Saint Joseph's University 1997 — 2001
Masters, Marketing
California University of Pennsylvania 1988 — 1991
Bachelor, Communications
Boston Scientific April 2001 - Present
Campbell Sales Company November 1992 - April 2001
Merrill Lynch June 1991 - September 1992
Skills
Operating Room, Clinical Research, Vascular Surgery, Hospitals, Vascular, Medical Devices, Sales Operations, Sales, Market Penetration, Capital Equipment, Disposables
Education
Saint Joseph's University 1997 — 2001
Masters, Marketing
California University of Pennsylvania 1988 — 1991
Bachelor, Communications
Seth Vander Boon Seth Vander Boon's Merrill Lynch Experience May 2012 - August 2012
Job Staff Accountant at Andrews Hooper Pavlik PLC
Industry Accounting
Experience
Andrews Hooper Pavlik PLC October 2014 - Present
Olive Technology January 2014 - January 2014
West Michigan Beef Co. May 2013 - August 2013
Helmholdt+Company LLP January 2013 - April 2013
Calvin College September 2012 - December 2012
Merrill Lynch May 2012 - August 2012
Skills
Financial Accounting, Accounts Payable, Accounting, Management, Public Speaking, Research
Education
Calvin College 2010 — 2014
Bachelor of Science (B.S.), Accounting
Andrews Hooper Pavlik PLC October 2014 - Present
Olive Technology January 2014 - January 2014
West Michigan Beef Co. May 2013 - August 2013
Helmholdt+Company LLP January 2013 - April 2013
Calvin College September 2012 - December 2012
Merrill Lynch May 2012 - August 2012
Skills
Financial Accounting, Accounts Payable, Accounting, Management, Public Speaking, Research
Education
Calvin College 2010 — 2014
Bachelor of Science (B.S.), Accounting
Zachery Sanchez Zachery Sanchez's Merrill Lynch Experience January 2011 - June 2011
Job Marketing Finance Operations Specialist at Netflix
Industry Entertainment
Experience
Netflix August 2015 - Present
Intel Corporation July 2013 - August 2015
Intel Corporation February 2012 - July 2013
Merrill Lynch January 2011 - June 2011
Skills
Analysis, Microsoft Excel, Student Affairs, Financial Analysis, PowerPoint, Corporate Finance, Microsoft Office, Microsoft Business..., SAP Microstrategy, Microsoft Business..., Finance, Accounting, Process Impro, Forecasting, Financial Reporting, Managing Multi-Million..., Financial Modeling
Education
California State University-San Bernardino - College of Business and Public Administration 2008 — 2011
B.A., Finance
Netflix August 2015 - Present
Intel Corporation July 2013 - August 2015
Intel Corporation February 2012 - July 2013
Merrill Lynch January 2011 - June 2011
Skills
Analysis, Microsoft Excel, Student Affairs, Financial Analysis, PowerPoint, Corporate Finance, Microsoft Office, Microsoft Business..., SAP Microstrategy, Microsoft Business..., Finance, Accounting, Process Impro, Forecasting, Financial Reporting, Managing Multi-Million..., Financial Modeling
Education
California State University-San Bernardino - College of Business and Public Administration 2008 — 2011
B.A., Finance
Richard Chaves Richard Chaves's Merrill Lynch Experience August 2013 - September 2014
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch August 2013 - September 2014
Metropolitan Home Mortgage November 2012 - March 2013
GNC (Franchise) January 2011 - December 2012
Merrill Lynch January 2012 - June 2012
GNC (Franchise) November 2009 - January 2011
GNC February 2007 - September 2009
Skills
Customer Service, Inventory Management, Retail, Sales, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Marketing, Team Building, Merchandising, Time Management, Event Planning, Leadership, Team Leadership, Social Media, Public Speaking, Management, Cashiering, Communication Skills, Sales Management, Inventory Control, Retail Sales, Store Management, Inventory, POS, Critical Thinking, Teamwork, Cold Calling, Store Operations, Customer Satisfaction, Budgets, Selling, Finance, Insurance, Data Entry, Telephone Skills, Market Research
Education
California State University-San Bernardino 2006 — 2012
Bachelor of Arts, Business Administration; an emphasis in Finance
Merrill Lynch August 2013 - September 2014
Metropolitan Home Mortgage November 2012 - March 2013
GNC (Franchise) January 2011 - December 2012
Merrill Lynch January 2012 - June 2012
GNC (Franchise) November 2009 - January 2011
GNC February 2007 - September 2009
Skills
Customer Service, Inventory Management, Retail, Sales, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Marketing, Team Building, Merchandising, Time Management, Event Planning, Leadership, Team Leadership, Social Media, Public Speaking, Management, Cashiering, Communication Skills, Sales Management, Inventory Control, Retail Sales, Store Management, Inventory, POS, Critical Thinking, Teamwork, Cold Calling, Store Operations, Customer Satisfaction, Budgets, Selling, Finance, Insurance, Data Entry, Telephone Skills, Market Research
Education
California State University-San Bernardino 2006 — 2012
Bachelor of Arts, Business Administration; an emphasis in Finance
Gina Pennings's Merrill Lynch Experience May 2015 - Present
Job Team Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Royal Securities Company May 2010 - April 2015
Oakdale Neighbors March 2010 - June 2010
AMS Enterprise inc. May 2009 - August 2009
Skills
Retirement Planning, IRAs, Pensions, 401k Rollovers, Social Security, Mutual Funds, Unit Investment Trusts
Education
Calvin College 2006 — 2010
Bachelor of Science (B.S.), Accounting
Merrill Lynch May 2015 - Present
Royal Securities Company May 2010 - April 2015
Oakdale Neighbors March 2010 - June 2010
AMS Enterprise inc. May 2009 - August 2009
Skills
Retirement Planning, IRAs, Pensions, 401k Rollovers, Social Security, Mutual Funds, Unit Investment Trusts
Education
Calvin College 2006 — 2010
Bachelor of Science (B.S.), Accounting
Michele Martina Michele Martina's Merrill Lynch Experience July 2006 - December 2011
Job Officer; Case Management Team Manager I at Bank of America
Industry Banking
Experience
PNC February 2014 - Present
Bank of America April 2005 - September 2013
Bank of America June 2012 - December 2012
Bank of America January 2012 - May 2012
Merrill Lynch July 2006 - December 2011
National City Bank April 2005 - June 2006
Skills
Collections, Loan Origination, Mortgage Servicing, Assets Recovery, Employee Training, Job Coaching, Quality Auditing, Internal Audit, Negotiation, Call Centers, Call center start-up, Dialer Management, FHA, HUD, Loan Modification, Customer Service, Credit Analysis, Credit Cards, Loans, Residential Mortgages, Mortgage Banking, Mortgage Lending, Loan Servicing, Credit, Consumer Lending, Deposits, Refinance, 10 Key, Loan Modifications, Case Management, Credit Risk
Education
California University of Pennsylvania 1972 — 1975
Bachelor of Arts (BA), Psychology
Brownsville Area High School
PNC February 2014 - Present
Bank of America April 2005 - September 2013
Bank of America June 2012 - December 2012
Bank of America January 2012 - May 2012
Merrill Lynch July 2006 - December 2011
National City Bank April 2005 - June 2006
Skills
Collections, Loan Origination, Mortgage Servicing, Assets Recovery, Employee Training, Job Coaching, Quality Auditing, Internal Audit, Negotiation, Call Centers, Call center start-up, Dialer Management, FHA, HUD, Loan Modification, Customer Service, Credit Analysis, Credit Cards, Loans, Residential Mortgages, Mortgage Banking, Mortgage Lending, Loan Servicing, Credit, Consumer Lending, Deposits, Refinance, 10 Key, Loan Modifications, Case Management, Credit Risk
Education
California University of Pennsylvania 1972 — 1975
Bachelor of Arts (BA), Psychology
Brownsville Area High School
Jarred Flock Jarred Flock's Merrill Lynch Experience June 2011 - September 2011
Job Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2015 - Present
Citi January 2014 - June 2015
Citi September 2012 - January 2014
Merrill Lynch June 2011 - September 2011
Skills
Microsoft Excel, Portfolio Management, Microsoft Word, Outlook, Financial Risk, Equities, Account Reconciliation, PowerPoint, Microsoft Office, Sales, Financial Modeling, Financial Services, Risk Management
Education
Canisius College
B.S, Business Finance
Deutsche Bank June 2015 - Present
Citi January 2014 - June 2015
Citi September 2012 - January 2014
Merrill Lynch June 2011 - September 2011
Skills
Microsoft Excel, Portfolio Management, Microsoft Word, Outlook, Financial Risk, Equities, Account Reconciliation, PowerPoint, Microsoft Office, Sales, Financial Modeling, Financial Services, Risk Management
Education
Canisius College
B.S, Business Finance
Kyler Young's Merrill Lynch Experience January 2011 - June 2011
Job Financial Service Representative at TD
Industry Oil & Energy
Experience
TD December 2011 - February 2014
Merrill Lynch January 2011 - June 2011
Skills
Lines Of Credit, Consumer Lending, Retail Banking, Credit, Loans, Home Equity Lines of..., Banking, Mortgage Lending, Credit Analysis, Microsoft Word, Microsoft Excel, PowerPoint, S3, C3, Fundamental Analysis, Technical Analysis, Mutual Funds
Education
University of Wyoming 2014 — 2017
Bachelor's Degree, Petroleum Engineering
Cal State San Bernardino 2009 — 2011
Bachelor's of Science in Business Administration, concentration in Finance, Honors
College of the Desert 2007 — 2009
TD December 2011 - February 2014
Merrill Lynch January 2011 - June 2011
Skills
Lines Of Credit, Consumer Lending, Retail Banking, Credit, Loans, Home Equity Lines of..., Banking, Mortgage Lending, Credit Analysis, Microsoft Word, Microsoft Excel, PowerPoint, S3, C3, Fundamental Analysis, Technical Analysis, Mutual Funds
Education
University of Wyoming 2014 — 2017
Bachelor's Degree, Petroleum Engineering
Cal State San Bernardino 2009 — 2011
Bachelor's of Science in Business Administration, concentration in Finance, Honors
College of the Desert 2007 — 2009
Leslie Carter's Merrill Lynch Experience June 2007 - January 2008
Job creative, intuitive solution maker
Industry Marketing and Advertising
Experience
Greater Denver Business Community January 2005 - Present
Notable Photo Greetings 1988 - 2013
Ultra Petroleum November 2010 - April 2011
YellowBox, LLC June 2010 - August 2010
Arapahoe/Douglas Works! July 2009 - June 2010
Cherry Creek Schools September 2004 - May 2008
Merrill Lynch June 2007 - January 2008
Colorado Soil 1996 - 2000
General Mills September 1983 - March 1992
Vail Resorts October 1980 - April 1981
Skills
Blogging, Social Networking, Social Media, Event Planning, Corporate Communications, Fundraising, Public Relations, Marketing Communications, Community Outreach, Photography, Senior Portraits, Apple Aperture, Apple, Customer Experience, Workshops, Event Management, Newsletters, Copywriting, Copy Editing, Editing, Office Administration, Administrative Work, Volunteering, Advertising, Time Management, Office Management, Nonprofits, Management, Facebook, Training, Creative Direction, Customer Service, Adobe Creative Suite, Public Speaking, Leadership, Social Media Marketing, Software Documentation, Brochures, Research, WordPress, Creative Writing
Education
DU
MBA in progress
Canisius College 1978 — 1981
BA, communication
Mary Institute 1974 — 1976
Allendale Columbia School 1972 — 1976
Greater Denver Business Community January 2005 - Present
Notable Photo Greetings 1988 - 2013
Ultra Petroleum November 2010 - April 2011
YellowBox, LLC June 2010 - August 2010
Arapahoe/Douglas Works! July 2009 - June 2010
Cherry Creek Schools September 2004 - May 2008
Merrill Lynch June 2007 - January 2008
Colorado Soil 1996 - 2000
General Mills September 1983 - March 1992
Vail Resorts October 1980 - April 1981
Skills
Blogging, Social Networking, Social Media, Event Planning, Corporate Communications, Fundraising, Public Relations, Marketing Communications, Community Outreach, Photography, Senior Portraits, Apple Aperture, Apple, Customer Experience, Workshops, Event Management, Newsletters, Copywriting, Copy Editing, Editing, Office Administration, Administrative Work, Volunteering, Advertising, Time Management, Office Management, Nonprofits, Management, Facebook, Training, Creative Direction, Customer Service, Adobe Creative Suite, Public Speaking, Leadership, Social Media Marketing, Software Documentation, Brochures, Research, WordPress, Creative Writing
Education
DU
MBA in progress
Canisius College 1978 — 1981
BA, communication
Mary Institute 1974 — 1976
Allendale Columbia School 1972 — 1976
Tyler Bosgraaf's Merrill Lynch Experience May 2011 - September 2011
Job Research Analyst at Norris, Perné & French | CFA Level III Candidate
Industry Investment Management
Experience
Norris, Perné & French July 2014 - Present
Mercantile Bank of Michigan May 2013 - July 2014
Blackford Capital, LLC January 2013 - May 2013
Calvin College August 2012 - May 2013
Plante Moran Financial Advisors June 2012 - August 2012
Merrill Lynch May 2011 - September 2011
World Renew June 2010 - August 2010
Murdoch Marketing June 2009 - August 2009
Skills
Financial Analysis, Budgets, Microsoft Office, Economics, Financial Modeling, Research, Stata, Portfolio Management, Finance, Accounting, Analysis, Credit Analysis, Credit, Financial Risk
Education
Calvin College 2009 — 2013
Bachelor of Arts Degree, Business (Honors), Economics
Norris, Perné & French July 2014 - Present
Mercantile Bank of Michigan May 2013 - July 2014
Blackford Capital, LLC January 2013 - May 2013
Calvin College August 2012 - May 2013
Plante Moran Financial Advisors June 2012 - August 2012
Merrill Lynch May 2011 - September 2011
World Renew June 2010 - August 2010
Murdoch Marketing June 2009 - August 2009
Skills
Financial Analysis, Budgets, Microsoft Office, Economics, Financial Modeling, Research, Stata, Portfolio Management, Finance, Accounting, Analysis, Credit Analysis, Credit, Financial Risk
Education
Calvin College 2009 — 2013
Bachelor of Arts Degree, Business (Honors), Economics
Mary Beth Scharps Mary Beth Scharps's Merrill Lynch Experience May 2013 - Present
Job Experienced Operations Professional
Industry Commercial Real Estate
Experience
Merrill Lynch May 2013 - Present
Matthew Development January 2013 - April 2013
Pastor Training Institute July 2011 - January 2013
VCA Antech September 2010 - May 2011
Grand Rapids Christian Schools January 2010 - June 2010
Skills
Microsoft Word, Microsoft Excel, Adobe Creative Suite, InDesign, Customer Service, Operations Management, Employee Relations, Event Planning
Education
Calvin College
Bachelor of Arts (B.A.), Religion/Religious Studies, 3.30/4.0
Holy Trinity Episcopal Academy
Merrill Lynch May 2013 - Present
Matthew Development January 2013 - April 2013
Pastor Training Institute July 2011 - January 2013
VCA Antech September 2010 - May 2011
Grand Rapids Christian Schools January 2010 - June 2010
Skills
Microsoft Word, Microsoft Excel, Adobe Creative Suite, InDesign, Customer Service, Operations Management, Employee Relations, Event Planning
Education
Calvin College
Bachelor of Arts (B.A.), Religion/Religious Studies, 3.30/4.0
Holy Trinity Episcopal Academy
Jon Brinson, CFP®, CTFA Jon Brinson, CFP®, CTFA's Merrill Lynch Experience 2003 - 2006
Job UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services October 2007 - Present
U.S. Trust, Bank of America Private Wealth Management 2006 - 2007
Merrill Lynch 2003 - 2006
Education
Campbell University 1998 — 2003
Masters of Business Administration, Trust M.B.A., Magna Cum Laude
UBS Financial Services October 2007 - Present
U.S. Trust, Bank of America Private Wealth Management 2006 - 2007
Merrill Lynch 2003 - 2006
Education
Campbell University 1998 — 2003
Masters of Business Administration, Trust M.B.A., Magna Cum Laude
Kellie Ashley's Merrill Lynch Experience February 2009 - February 2014
Job Real Estate Broker/Investor
Industry Real Estate
Experience
RE/MAX Southland Realty II June 2014 - Present
Merrill Lynch February 2009 - February 2014
Wachovia Securities March 1998 - February 2009
Skills
NC Notary, Series 7, Series 66, NC Real Estate Broker
Education
Campbell University 2003 — 2004
Master in Trust and Investment Management
Wake Technical Community College 1992 — 1995
Associate's degree, Industrial Engineering
East Carolina University 1979 — 1984
Bachelor's Degree, Housing and Management
RE/MAX Southland Realty II June 2014 - Present
Merrill Lynch February 2009 - February 2014
Wachovia Securities March 1998 - February 2009
Skills
NC Notary, Series 7, Series 66, NC Real Estate Broker
Education
Campbell University 2003 — 2004
Master in Trust and Investment Management
Wake Technical Community College 1992 — 1995
Associate's degree, Industrial Engineering
East Carolina University 1979 — 1984
Bachelor's Degree, Housing and Management
Sonny Arcilla Sonny Arcilla's Merrill Lynch Experience July 2005 - June 2007
Job Data Center Field Solutions Architect
Industry Information Technology and Services
Experience
PCM August 2015 - Present
High Point Solutions April 2014 - June 2015
Vicom Computer Services July 2012 - March 2014
Siwel Consulting July 2011 - May 2012
Merrill Lynch / Bank of America May 2010 - July 2011
Washington Mutual Corporation June 2007 - January 2009
Merrill Lynch July 2005 - June 2007
New York Health & Hospitals Corporation March 2003 - July 2005
Daticon November 2002 - March 2003
Syncsort August 2002 - December 2002
Skills
Disaster Recovery, Servers, Data Center, Microsoft Exchange, NetApp, Virtualization, Troubleshooting, Business Analysis, Networking, Databases, NCDA, NCIE, SQL, Software Documentation, Cloud Computing, Project Management, Infrastructure, Solaris, SAN, Storage, VMware, NAS, Storage Area Networks, Certified Directory..., High Availability, Access, R Programming, Data Science, Cisco Certified, Cisco UCS, CommVault, Nimble, Catalogic, IBM XIV, IBM Certified, IBM SAN, Groupwise
Education
New York University - Leonard N. Stern School of Business 2006 — 2013
Master of Business Administration (M.B.A.)
Caltech 1988 — 1995
BS, Economics, Engineering
Southwest High 1984 — 1988
High School
PCM August 2015 - Present
High Point Solutions April 2014 - June 2015
Vicom Computer Services July 2012 - March 2014
Siwel Consulting July 2011 - May 2012
Merrill Lynch / Bank of America May 2010 - July 2011
Washington Mutual Corporation June 2007 - January 2009
Merrill Lynch July 2005 - June 2007
New York Health & Hospitals Corporation March 2003 - July 2005
Daticon November 2002 - March 2003
Syncsort August 2002 - December 2002
Skills
Disaster Recovery, Servers, Data Center, Microsoft Exchange, NetApp, Virtualization, Troubleshooting, Business Analysis, Networking, Databases, NCDA, NCIE, SQL, Software Documentation, Cloud Computing, Project Management, Infrastructure, Solaris, SAN, Storage, VMware, NAS, Storage Area Networks, Certified Directory..., High Availability, Access, R Programming, Data Science, Cisco Certified, Cisco UCS, CommVault, Nimble, Catalogic, IBM XIV, IBM Certified, IBM SAN, Groupwise
Education
New York University - Leonard N. Stern School of Business 2006 — 2013
Master of Business Administration (M.B.A.)
Caltech 1988 — 1995
BS, Economics, Engineering
Southwest High 1984 — 1988
High School
Seth Owen's Merrill Lynch Experience October 2008 - April 2009
Job VP, Licensing & Registrations Manager at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons October 2012 - Present
Hilliard Lyons June 2012 - October 2012
PNC February 2011 - June 2012
Brogan Financial, Inc. May 2009 - October 2010
Merrill Lynch October 2008 - April 2009
Syndicated Capital, Inc. June 2007 - April 2009
Churchill Management Group January 2005 - May 2007
Skills
Series 7, Investments, Mutual Funds, Securities, Management, FINRA, Financial Services, Investment Advisory, Equities, Fixed Income
Education
Middle Tennessee State University 1999 — 2002
Bachelor's Degree
Campbellsville University 1998 — 1999
Hilliard Lyons October 2012 - Present
Hilliard Lyons June 2012 - October 2012
PNC February 2011 - June 2012
Brogan Financial, Inc. May 2009 - October 2010
Merrill Lynch October 2008 - April 2009
Syndicated Capital, Inc. June 2007 - April 2009
Churchill Management Group January 2005 - May 2007
Skills
Series 7, Investments, Mutual Funds, Securities, Management, FINRA, Financial Services, Investment Advisory, Equities, Fixed Income
Education
Middle Tennessee State University 1999 — 2002
Bachelor's Degree
Campbellsville University 1998 — 1999
Nick Medlin's Merrill Lynch Experience November 2009 - July 2011
Job AVP, Business Analyst at U.S. Trust
Industry Banking
Experience
U.S. Trust April 2014 - Present
U.S. Trust July 2011 - April 2014
Merrill Lynch November 2009 - July 2011
U.S. Trust June 2008 - August 2008
Skills
Wealth Management, Investment Management, Banking, Investments, Strategic Financial..., Financial Analysis, Loans, Consumer Lending, Wealth Management..., Microsoft Excel, Estate Planning, Asset Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Campbell University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management
U.S. Trust April 2014 - Present
U.S. Trust July 2011 - April 2014
Merrill Lynch November 2009 - July 2011
U.S. Trust June 2008 - August 2008
Skills
Wealth Management, Investment Management, Banking, Investments, Strategic Financial..., Financial Analysis, Loans, Consumer Lending, Wealth Management..., Microsoft Excel, Estate Planning, Asset Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Campbell University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management
Allan Mason Allan Mason's Merrill Lynch Experience November 1993 - February 1996
Job Senior MySQL Database Administrator at CARQUEST Auto Parts
Industry Information Technology and Services
Experience
CARQUEST Auto Parts / Advance Auto Parts December 2013 - Present
The Total IT Solution, LLC January 2003 - Present
iEntertainment Network 2011 - December 2013
Icarus Studios October 2008 - February 2010
Embarcadero Technologies June 1999 - March 2003
Plumtree Software November 1998 - June 1999
Sterling Silver (Formerly Synon, Inc February 1996 - October 1998
Merrill Lynch November 1993 - February 1996
Millennium Computer Engineering January 1990 - January 1993
Candy & Tobacco Wholesaler January 1988 - December 1990
Skills
MySQL, Database Administration, Query Tuning, Replication, Databases, Disaster Recovery, Database Design, Puppet, Linux, SQL, PHP, JavaScript, Unix, Microsoft SQL Server, Programming, Oracle, C#, phpMyAdmin, Game Development, Database Engine Tuning..., Agile Methodologies, Scrum
Education
Percona Live MySQL Conference and Expo 2014 2014 — 2014
MySQL
City College of San Francisco 2000 — 2003
Italian Language Certificate, Italian Language
Rutgers University – Camden 1985 — 1992
BA, Computer Science, Math Science Option
Camden County College
CARQUEST Auto Parts / Advance Auto Parts December 2013 - Present
The Total IT Solution, LLC January 2003 - Present
iEntertainment Network 2011 - December 2013
Icarus Studios October 2008 - February 2010
Embarcadero Technologies June 1999 - March 2003
Plumtree Software November 1998 - June 1999
Sterling Silver (Formerly Synon, Inc February 1996 - October 1998
Merrill Lynch November 1993 - February 1996
Millennium Computer Engineering January 1990 - January 1993
Candy & Tobacco Wholesaler January 1988 - December 1990
Skills
MySQL, Database Administration, Query Tuning, Replication, Databases, Disaster Recovery, Database Design, Puppet, Linux, SQL, PHP, JavaScript, Unix, Microsoft SQL Server, Programming, Oracle, C#, phpMyAdmin, Game Development, Database Engine Tuning..., Agile Methodologies, Scrum
Education
Percona Live MySQL Conference and Expo 2014 2014 — 2014
MySQL
City College of San Francisco 2000 — 2003
Italian Language Certificate, Italian Language
Rutgers University – Camden 1985 — 1992
BA, Computer Science, Math Science Option
Camden County College
Ryan Van Baren Ryan Van Baren's Merrill Lynch Experience January 2009 - May 2009
Job Assurance Senior at Ernst & Young
Industry Accounting
Experience
Ernst & Young September 2011 - Present
Chicago Board Options Exchange May 2010 - August 2010
Calvin College Business Forum June 2009 - May 2010
Sprint Nextel May 2009 - September 2009
Merrill Lynch January 2009 - May 2009
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Microsoft Excel, Big 4, US GAAP, Internal Controls, Internal Audit, Regulatory Audits, CPA, SOX 404
Education
Calvin College 2007 — 2011
BSA, Accountancy
Ernst & Young September 2011 - Present
Chicago Board Options Exchange May 2010 - August 2010
Calvin College Business Forum June 2009 - May 2010
Sprint Nextel May 2009 - September 2009
Merrill Lynch January 2009 - May 2009
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Microsoft Excel, Big 4, US GAAP, Internal Controls, Internal Audit, Regulatory Audits, CPA, SOX 404
Education
Calvin College 2007 — 2011
BSA, Accountancy
John A. Kent John A. Kent's Merrill Lynch Experience February 1995 - September 1997
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2000 - Present
Citi September 1997 - December 2000
Merrill Lynch February 1995 - September 1997
Skills
Customized Solutions, Investments, Asset Allocation, Finance, Series 7, Wealth Management, Program Management, Retirement Planning, Wealth Management..., Mutual Funds, Estate Planning, Fixed Income, Strategic Financial...
Education
Canisius College 1989 — 1992
Master of Business Administration (M.B.A.)
Hobart College 1981 — 1985
Bachelor of Arts (B.A.)
Nichols School 1973 — 1981
Wells Fargo Advisors December 2000 - Present
Citi September 1997 - December 2000
Merrill Lynch February 1995 - September 1997
Skills
Customized Solutions, Investments, Asset Allocation, Finance, Series 7, Wealth Management, Program Management, Retirement Planning, Wealth Management..., Mutual Funds, Estate Planning, Fixed Income, Strategic Financial...
Education
Canisius College 1989 — 1992
Master of Business Administration (M.B.A.)
Hobart College 1981 — 1985
Bachelor of Arts (B.A.)
Nichols School 1973 — 1981
Robert A. Santos, CRPC®'s Merrill Lynch Experience November 2005 - Present
Job Assistant Vice President; Senior Financial Advisor; Senior Portfolio Advisor @ Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2005 - Present
United Airlines Employees Credit Union/Alliant Credit Union March 2002 - September 2005
United Airlines January 1999 - October 2001
United Airlines January 1993 - January 1999
United Airlines January 1988 - January 1993
United Airlines January 1983 - January 1988
United Airlines January 1982 - January 1983
Skills
Wealth Management, Retirement Planning, Estate Planning, Series 7, Financial Advisory, Wealth, Succession Planning, Risk Management, Life Insurance, Mutual Funds, Asset Allocation, Finance, FINRA, Employee Benefits, Strategic Financial..., Investments, Portfolio Management, Equities, Investment Advisory, Retirement, Tax, Financial Services, Business Development, Relationship Management, Fixed Income, Financial Planning, Public Speaking, Leadership, Management, Strategic Planning
Education
Cambridge College 1989 — 1992
Masters Degree, Business
Merrill Lynch November 2005 - Present
United Airlines Employees Credit Union/Alliant Credit Union March 2002 - September 2005
United Airlines January 1999 - October 2001
United Airlines January 1993 - January 1999
United Airlines January 1988 - January 1993
United Airlines January 1983 - January 1988
United Airlines January 1982 - January 1983
Skills
Wealth Management, Retirement Planning, Estate Planning, Series 7, Financial Advisory, Wealth, Succession Planning, Risk Management, Life Insurance, Mutual Funds, Asset Allocation, Finance, FINRA, Employee Benefits, Strategic Financial..., Investments, Portfolio Management, Equities, Investment Advisory, Retirement, Tax, Financial Services, Business Development, Relationship Management, Fixed Income, Financial Planning, Public Speaking, Leadership, Management, Strategic Planning
Education
Cambridge College 1989 — 1992
Masters Degree, Business
Lawrence Neis Lawrence Neis's Merrill Lynch Experience 1993 - 1999
Job Seasoned Printing Professional
Industry Printing
Experience
Sandy Alexander 2011 - Present
Wayside Fire Department 2004 - Present
Northside Engine Company #4 1982 - Present
Hatteras 2005 - 2011
Quebecor World 2003 - 2004
ADP 1999 - 2002
Merrill Lynch 1993 - 1999
Skills
Print Management, Direct Mail, Direct Marketing, Account Management, New Business Development, Marketing Strategy, Advertising, Packaging, Strategic Planning, Variable Data Printing, B2B, Budgets, Marketing Communications, Sales, Email Marketing, Manufacturing, Marketing, Pre-press, Print On Demand, Team Building, Color Management, Bindery, Customer Service, Purchasing
Education
California University of Pennsylvania 1982 — 1986
Bachelor of Science, Graphic Communications Technology / Photo-offset Lithography
Monmouth Regional High School 1978 — 1982
Graphic Arts
Sandy Alexander 2011 - Present
Wayside Fire Department 2004 - Present
Northside Engine Company #4 1982 - Present
Hatteras 2005 - 2011
Quebecor World 2003 - 2004
ADP 1999 - 2002
Merrill Lynch 1993 - 1999
Skills
Print Management, Direct Mail, Direct Marketing, Account Management, New Business Development, Marketing Strategy, Advertising, Packaging, Strategic Planning, Variable Data Printing, B2B, Budgets, Marketing Communications, Sales, Email Marketing, Manufacturing, Marketing, Pre-press, Print On Demand, Team Building, Color Management, Bindery, Customer Service, Purchasing
Education
California University of Pennsylvania 1982 — 1986
Bachelor of Science, Graphic Communications Technology / Photo-offset Lithography
Monmouth Regional High School 1978 — 1982
Graphic Arts
Chuck Carnahan Chuck Carnahan's Merrill Lynch Experience July 2003 - January 2005
Job Owner Chuck Carnahan State Farm Agency
Industry Financial Services
Experience
State Farm Insurance 2010 - Present
National City July 2006 - September 2009
Merrill Lynch July 2003 - January 2005
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Term Life Insurance, Insurance, Property & Casualty..., Retirement Planning, Long-term Care, Commercial Insurance
Education
California University of Pennsylvania 1999 — 2002
Bachelor, Business Finance
State Farm Insurance 2010 - Present
National City July 2006 - September 2009
Merrill Lynch July 2003 - January 2005
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Term Life Insurance, Insurance, Property & Casualty..., Retirement Planning, Long-term Care, Commercial Insurance
Education
California University of Pennsylvania 1999 — 2002
Bachelor, Business Finance
Christine Chu Christine Chu's Merrill Lynch Experience October 2007 - November 2007
Job Senior Business Systems Analyst at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company February 2013 - Present
Southern California Edison August 2009 - January 2013
Southern California Edison July 2008 - August 2009
Merrill Lynch October 2007 - November 2007
Lieberman Research Worldwide February 2007 - August 2007
Skills
Strategic Planning, Marketing, SAP CRM, Project Management, Product Development, Market Research, Microsoft Office, Leadership, Recruiting, Consulting, Business Process..., Manage Client..., Program Management, Cross-functional Team..., Project Portfolio..., PMO, Requirements Analysis, Business Planning, Business Process..., Management, SAP, CRM, Enterprise Software
Education
Caltech 2009 — 2009
Certificate, Project Management
University of California, Los Angeles 2004 — 2008
Bachelor of Arts, Economics & Psychology
The Walt Disney Company February 2013 - Present
Southern California Edison August 2009 - January 2013
Southern California Edison July 2008 - August 2009
Merrill Lynch October 2007 - November 2007
Lieberman Research Worldwide February 2007 - August 2007
Skills
Strategic Planning, Marketing, SAP CRM, Project Management, Product Development, Market Research, Microsoft Office, Leadership, Recruiting, Consulting, Business Process..., Manage Client..., Program Management, Cross-functional Team..., Project Portfolio..., PMO, Requirements Analysis, Business Planning, Business Process..., Management, SAP, CRM, Enterprise Software
Education
Caltech 2009 — 2009
Certificate, Project Management
University of California, Los Angeles 2004 — 2008
Bachelor of Arts, Economics & Psychology
Trissa Shaughnessy-Wojciechowski Trissa Shaughnessy-Wojciechowski's Merrill Lynch Experience October 1991 - May 1997
Job Licensed Real Estate Agent at Realty USA
Industry Real Estate
Experience
Realty USA March 2011 - Present
HSBC May 1997 - January 2001
HSBC Bank May 1997 - January 2001
HSBC Bank April 1997 - January 2001
Merrill Lynch October 1991 - May 1997
Household Finance Corporation January 1988 - August 1990
Skills
Real Estate, Credit, Buyer Representation, Investment Properties, Real Estate Transactions, Selling, Negotiation, Investments, Contract Negotiation, Financial Analysis, Relocation, Sales, Single Family Homes, Townhomes, First Time Home Buyers, Condos
Education
Canisius College
Masters of Business Administration, Bachelor of Science, Management
Realty USA March 2011 - Present
HSBC May 1997 - January 2001
HSBC Bank May 1997 - January 2001
HSBC Bank April 1997 - January 2001
Merrill Lynch October 1991 - May 1997
Household Finance Corporation January 1988 - August 1990
Skills
Real Estate, Credit, Buyer Representation, Investment Properties, Real Estate Transactions, Selling, Negotiation, Investments, Contract Negotiation, Financial Analysis, Relocation, Sales, Single Family Homes, Townhomes, First Time Home Buyers, Condos
Education
Canisius College
Masters of Business Administration, Bachelor of Science, Management
Mark Vibostok Mark Vibostok's Merrill Lynch Experience June 1999 - October 2002
Job First Vice President / Investments at Janney Montgomery Scott, LLC
Industry Financial Services
Experience
Janney Montgomery Scott November 2002 - Present
Merrill Lynch June 1999 - October 2002
Thomas Leasing January 1998 - May 1999
Crown American Properties January 1988 - January 1998
Skills
Series 7, Series 65, Series 63, Wealth Management..., Financial Advisory, Financial Planners, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Securities, Asset Management, Licensed Life & Health..., Fixed Annuities, Variable Annuities, Wealth Management, Financial Services, FINRA, Uniform Combined State..., Finance, Financial Planning
Education
Indiana University of Pennsylvania 1991 — 1996
MBA, Finance
St. Francis University 1986 — 1991
BS, Accounting
Cambria-Rowe Business College-Johnstown 1984 — 1986
Associate, Business
Janney Montgomery Scott November 2002 - Present
Merrill Lynch June 1999 - October 2002
Thomas Leasing January 1998 - May 1999
Crown American Properties January 1988 - January 1998
Skills
Series 7, Series 65, Series 63, Wealth Management..., Financial Advisory, Financial Planners, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Securities, Asset Management, Licensed Life & Health..., Fixed Annuities, Variable Annuities, Wealth Management, Financial Services, FINRA, Uniform Combined State..., Finance, Financial Planning
Education
Indiana University of Pennsylvania 1991 — 1996
MBA, Finance
St. Francis University 1986 — 1991
BS, Accounting
Cambria-Rowe Business College-Johnstown 1984 — 1986
Associate, Business
A. Ryan Burton, CFP®, CTFA A. Ryan Burton, CFP®, CTFA's Merrill Lynch Experience June 2004 - October 2008
Job President/Owner, Masonboro Wealth Management
Industry Financial Services
Experience
Masonboro Wealth Management August 2013 - Present
Capital Investment Companies August 2013 - Present
Wachovia Securities October 2008 - July 2013
Merrill Lynch June 2004 - October 2008
BB&T January 2001 - June 2004
Skills
Investment Management, Retirement Planning, Estate Planning, Wealth Management, Mutual Funds, Series 63, Series 7, Alternative Investments, Asset Allocation, Retirement, Portfolio Management, Personal Trust..., Stock Trading, Commodity Markets, Personal Financial..., Finance, Long-term Care
Education
University of North Carolina at Wilmington 1996 — 2000
Bachelor of Science (BS), Finance, General
Campbell University
Graduate - Southeastern Trust School, Advanced Trust and Estate Planning
Masonboro Wealth Management August 2013 - Present
Capital Investment Companies August 2013 - Present
Wachovia Securities October 2008 - July 2013
Merrill Lynch June 2004 - October 2008
BB&T January 2001 - June 2004
Skills
Investment Management, Retirement Planning, Estate Planning, Wealth Management, Mutual Funds, Series 63, Series 7, Alternative Investments, Asset Allocation, Retirement, Portfolio Management, Personal Trust..., Stock Trading, Commodity Markets, Personal Financial..., Finance, Long-term Care
Education
University of North Carolina at Wilmington 1996 — 2000
Bachelor of Science (BS), Finance, General
Campbell University
Graduate - Southeastern Trust School, Advanced Trust and Estate Planning
Iris Liu Iris Liu's Merrill Lynch Experience June 2012 - August 2012
Job Quantitative Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Optiver June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Einsteins Papers Project January 2011 - July 2012
Merrill Lynch June 2011 - August 2011
Skills
C#, Python, C, Trading Systems, Client-server..., Unix, WPF, MEF, C++, Databases, Java, HTML, SQL, MySQL, Linux, XAML, XML, Haskell, Scheme
Education
California Institute of Technology 2010 — 2014
Bachelor of Science (B.S.), Computer Science & Business, Economics and Management, Graduated
Illinois Mathematics and Science Academy 2007 — 2010
High School Diploma
Bank of America Merrill Lynch July 2014 - Present
Optiver June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Einsteins Papers Project January 2011 - July 2012
Merrill Lynch June 2011 - August 2011
Skills
C#, Python, C, Trading Systems, Client-server..., Unix, WPF, MEF, C++, Databases, Java, HTML, SQL, MySQL, Linux, XAML, XML, Haskell, Scheme
Education
California Institute of Technology 2010 — 2014
Bachelor of Science (B.S.), Computer Science & Business, Economics and Management, Graduated
Illinois Mathematics and Science Academy 2007 — 2010
High School Diploma
Greg Madia's Merrill Lynch Experience January 2001 - January 2002
Job Digital Marketing & eCommerce Sales Manager at Karcher
Industry Facilities Services
Experience
Karcher December 2013 - Present
Systemax - Global Industrial Equipment April 2012 - December 2013
Grainger March 2011 - March 2012
Novel Ideas, Inc. February 2009 - April 2011
ASI Advertising Institute June 2007 - June 2010
Vert Markets, Inc March 2006 - June 2007
Champion Mortgage February 2003 - March 2006
Copy Supply Plus January 1991 - January 2003
Merrill Lynch January 2001 - January 2002
Skills
Sales, Finance, Retail, Sales Operations, Building Relationships, New Business Development, Solution Selling, Sales Management, Account Management, B2B, Business Development, Lead Generation, Marketing, Selling, Sales Process, Leadership, Key Account Management, Team Building, Management, Trade Shows, Online Advertising, Direct Sales, Pricing, Negotiation, Sales Presentations, Marketing Strategy, CRM, Strategic Planning, National Accounts, Forecasting, Salesforce.com, Cold Calling, Customer Satisfaction, Training, Advertising, Customer Service, Competitive Analysis, Product Marketing, Customer Retention, E-commerce, Relationship Building
Education
Rutgers University 1998 — 2000
BA, Economics
Campbell University 1994 — 1995
Pre-Law Studies
Karcher December 2013 - Present
Systemax - Global Industrial Equipment April 2012 - December 2013
Grainger March 2011 - March 2012
Novel Ideas, Inc. February 2009 - April 2011
ASI Advertising Institute June 2007 - June 2010
Vert Markets, Inc March 2006 - June 2007
Champion Mortgage February 2003 - March 2006
Copy Supply Plus January 1991 - January 2003
Merrill Lynch January 2001 - January 2002
Skills
Sales, Finance, Retail, Sales Operations, Building Relationships, New Business Development, Solution Selling, Sales Management, Account Management, B2B, Business Development, Lead Generation, Marketing, Selling, Sales Process, Leadership, Key Account Management, Team Building, Management, Trade Shows, Online Advertising, Direct Sales, Pricing, Negotiation, Sales Presentations, Marketing Strategy, CRM, Strategic Planning, National Accounts, Forecasting, Salesforce.com, Cold Calling, Customer Satisfaction, Training, Advertising, Customer Service, Competitive Analysis, Product Marketing, Customer Retention, E-commerce, Relationship Building
Education
Rutgers University 1998 — 2000
BA, Economics
Campbell University 1994 — 1995
Pre-Law Studies
Brandon O. Smith CFP®, ADPA's Merrill Lynch Experience June 2010 - November 2012
Job Market Sales Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2014 - Present
Merrill Edge December 2012 - March 2014
Merrill Lynch June 2010 - November 2012
US Trust, Bank of America Private Wealth Management June 2006 - May 2010
Education
Campbell University 2005 — 2006
MBA
Campbell University 2001 — 2006
BBA, Accounting
Campbell University 2001 — 2006
BBA, Trust & Wealth Management
Merrill Edge April 2014 - Present
Merrill Edge December 2012 - March 2014
Merrill Lynch June 2010 - November 2012
US Trust, Bank of America Private Wealth Management June 2006 - May 2010
Education
Campbell University 2005 — 2006
MBA
Campbell University 2001 — 2006
BBA, Accounting
Campbell University 2001 — 2006
BBA, Trust & Wealth Management
Mythili Iyer's Merrill Lynch Experience July 2012 - Present
Job Associate at Merrill Lynch
Industry Banking
Experience
Merrill Lynch July 2012 - Present
Caltech `Big T September 2009 - June 2012
Bank of America Merrill Lynch June 2011 - August 2011
TIAA-CREF June 2010 - September 2010
BioMedGPS, LLC June 2009 - March 2010
Jet Propulsion Laboratory June 2009 - September 2009
Princeton University June 2007 - October 2007
Ganga Mukkavilli, CPA June 2006 - January 2007
Skills
Matlab, Research, Molecular Biology, Management, Mathematica, Competitive Analysis, Investments, Data Analysis
Education
California Institute of Technology 2008 — 2012
BSc, Economics, Chemical Engineering, Honors
The Lawrenceville School 2004 — 2008
High School, Cum Laude
PDS
Merrill Lynch July 2012 - Present
Caltech `Big T September 2009 - June 2012
Bank of America Merrill Lynch June 2011 - August 2011
TIAA-CREF June 2010 - September 2010
BioMedGPS, LLC June 2009 - March 2010
Jet Propulsion Laboratory June 2009 - September 2009
Princeton University June 2007 - October 2007
Ganga Mukkavilli, CPA June 2006 - January 2007
Skills
Matlab, Research, Molecular Biology, Management, Mathematica, Competitive Analysis, Investments, Data Analysis
Education
California Institute of Technology 2008 — 2012
BSc, Economics, Chemical Engineering, Honors
The Lawrenceville School 2004 — 2008
High School, Cum Laude
PDS
Priscilla Ouloupohi Zengbe Priscilla Ouloupohi Zengbe's Merrill Lynch Experience January 2010 - June 2010
Job MBA candidate
Industry Retail
Experience
Cole Haan October 2012 - 2015
Spherion June 2010 - January 2011
Merrill Lynch January 2010 - June 2010
Skills
Customer Satisfaction, Finance, Financial Analysis, Time Management, Microsoft Office, Sales, Customer Service, PowerPoint, Retail, Sales Process, Microsoft Word, Budgets
Education
Texas A&M University-Commerce 2014 — 2015
Master of Business Administration (M.B.A.)
California State University-San Bernardino - College of Business and Public Administration
Bachelor, finance
Cole Haan October 2012 - 2015
Spherion June 2010 - January 2011
Merrill Lynch January 2010 - June 2010
Skills
Customer Satisfaction, Finance, Financial Analysis, Time Management, Microsoft Office, Sales, Customer Service, PowerPoint, Retail, Sales Process, Microsoft Word, Budgets
Education
Texas A&M University-Commerce 2014 — 2015
Master of Business Administration (M.B.A.)
California State University-San Bernardino - College of Business and Public Administration
Bachelor, finance
Susan Matiyasic (Holmes) Susan Matiyasic (Holmes)'s Merrill Lynch Experience October 2010 - Present
Job Registered Client Associate at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch October 2010 - Present
BenchMark Financial Network October 2001 - October 2010
Pin Oak Partners July 1997 - September 2001
Covato/Lipsitz July 1993 - June 1997
Skills
Series 7, Retirement Planning, Financial Services, Finance, Business Development, Series 63, Series 24, Salesforce.com, Relationship Management, Series 65, Financial Analysis, Insurance, Asset Management, Investments, Mutual Funds, Wealth Management
Education
California University of Pennsylvania 1987 — 1991
Bachelor of Science, Education (Minor in Accounting)
Merrill Lynch October 2010 - Present
BenchMark Financial Network October 2001 - October 2010
Pin Oak Partners July 1997 - September 2001
Covato/Lipsitz July 1993 - June 1997
Skills
Series 7, Retirement Planning, Financial Services, Finance, Business Development, Series 63, Series 24, Salesforce.com, Relationship Management, Series 65, Financial Analysis, Insurance, Asset Management, Investments, Mutual Funds, Wealth Management
Education
California University of Pennsylvania 1987 — 1991
Bachelor of Science, Education (Minor in Accounting)
Marcia VanderWoude Marcia VanderWoude's Merrill Lynch Experience December 1980 - January 1996
Job President, MLV Consulting Group LLC
Industry Financial Services
Experience
Grand Valley State University August 2006 - Present
MLV Consulting Group LLC October 2003 - Present
Health Intervention Services March 2009 - May 2011
Paine Webber January 1996 - October 2003
Merrill Lynch December 1980 - January 1996
Grand Rapids Community College 1970 - 1976
Skills
Non-profits, Strategic Planning, Fundraising, Leadership, Public Speaking, Finance, Event Planning, Teaching, Management, Leadership Development, College Teaching, Strategic Financial..., Coaching, Published Author, Personal Finance, Higher Education, Nonprofits, Grant Writing, Time Management, Training, Social Networking, Curriculum Development, Marketing, Program Development, Entrepreneurship, Volunteer Management, Research, Staff Development, Social Media, Community Outreach, Workshop Facilitation, Data Analysis, Organizational..., Editing, Community Development, Grants, Public Relations, Career Counseling, Resume Writing, Small Business, Conflict Resolution, Student Affairs, Financial Advisory, Real Estate
Education
University of Michigan 1965 — 1967
Calvin College 1961 — 1963
English, Psychology
Grand Rapids Christian High School 1959 — 1961
Grand Valley State University August 2006 - Present
MLV Consulting Group LLC October 2003 - Present
Health Intervention Services March 2009 - May 2011
Paine Webber January 1996 - October 2003
Merrill Lynch December 1980 - January 1996
Grand Rapids Community College 1970 - 1976
Skills
Non-profits, Strategic Planning, Fundraising, Leadership, Public Speaking, Finance, Event Planning, Teaching, Management, Leadership Development, College Teaching, Strategic Financial..., Coaching, Published Author, Personal Finance, Higher Education, Nonprofits, Grant Writing, Time Management, Training, Social Networking, Curriculum Development, Marketing, Program Development, Entrepreneurship, Volunteer Management, Research, Staff Development, Social Media, Community Outreach, Workshop Facilitation, Data Analysis, Organizational..., Editing, Community Development, Grants, Public Relations, Career Counseling, Resume Writing, Small Business, Conflict Resolution, Student Affairs, Financial Advisory, Real Estate
Education
University of Michigan 1965 — 1967
Calvin College 1961 — 1963
English, Psychology
Grand Rapids Christian High School 1959 — 1961
Kevin Harper Kevin Harper's Merrill Lynch Experience July 2012 - July 2014
Job Benefit Planning Counselor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2014 - Present
Merrill Lynch July 2012 - July 2014
New York Life January 2008 - July 2012
WSOC-TV Cox Broadcasting April 1998 - December 2007
WBT Carolina Panthers Radio 1995 - 1997
Skills
Insurance, Retirement Planning, Risk Management, Wealth Management, Funding, Financial Advisor, Long Term Care Insurance, Cash Management, Estate Planning, Investments, Banking, Credit and Lending, Solutions for Business, 401k, 401k Rollovers, Retirement, Financial Advisory, Financial Services, Leadership, Long-term Care, Mutual Funds, Small Business, Financial Planning, IRAs, Life Insurance, Portfolio Management, Disability Insurance, Variable Annuities
Education
Canisius College 1980 — 1985
BA, History
Principal Financial Group July 2014 - Present
Merrill Lynch July 2012 - July 2014
New York Life January 2008 - July 2012
WSOC-TV Cox Broadcasting April 1998 - December 2007
WBT Carolina Panthers Radio 1995 - 1997
Skills
Insurance, Retirement Planning, Risk Management, Wealth Management, Funding, Financial Advisor, Long Term Care Insurance, Cash Management, Estate Planning, Investments, Banking, Credit and Lending, Solutions for Business, 401k, 401k Rollovers, Retirement, Financial Advisory, Financial Services, Leadership, Long-term Care, Mutual Funds, Small Business, Financial Planning, IRAs, Life Insurance, Portfolio Management, Disability Insurance, Variable Annuities
Education
Canisius College 1980 — 1985
BA, History
Carla Brooks Carla Brooks's Merrill Lynch Experience November 2004 - July 2009
Job Belmont Capital Advisors, Inc.
Industry Financial Services
Experience
Concentra September 2009 - November 2013
Merrill Lynch November 2004 - July 2009
Merrill Lynch November 2001 - November 2004
Merrill Lynch March 2001 - November 2001
Merrill Lynch March 1998 - April 2001
Merrill Lynch August 1990 - March 1998
Skills
New Business Development, Marketing, Recruiting, Health Insurance, CRM, Insurance, Outlook, Call Centers, Healthcare, Sales Management, Public Speaking, Sales, Customer Retention, Series 63, Leadership, Human Resources, Organizational..., Office Management, Staff Development, Time Management, Event Management, Event Planning, Nonprofits, Team Building, Financial Services, Investments, Portfolio Management, Retirement Planning, Wealth Management
Education
Campbell University 1985 — 1990
Bachelor of Science (BS), Business
Concentra September 2009 - November 2013
Merrill Lynch November 2004 - July 2009
Merrill Lynch November 2001 - November 2004
Merrill Lynch March 2001 - November 2001
Merrill Lynch March 1998 - April 2001
Merrill Lynch August 1990 - March 1998
Skills
New Business Development, Marketing, Recruiting, Health Insurance, CRM, Insurance, Outlook, Call Centers, Healthcare, Sales Management, Public Speaking, Sales, Customer Retention, Series 63, Leadership, Human Resources, Organizational..., Office Management, Staff Development, Time Management, Event Management, Event Planning, Nonprofits, Team Building, Financial Services, Investments, Portfolio Management, Retirement Planning, Wealth Management
Education
Campbell University 1985 — 1990
Bachelor of Science (BS), Business
Richard D. Mills, MBA Richard D. Mills, MBA's Merrill Lynch Experience July 2008 - February 2009
Job Senior Consultant at Capital Forensic Accounting, LLC
Industry Construction
Experience
Capital Forensic Accounting, LLC November 2011 - Present
Department of Health and Human Services - Budget Office February 2009 - April 2011
Merrill Lynch July 2008 - February 2009
KB Home - Raleigh April 2006 - September 2007
Beazer Homes-Raleigh Division January 2005 - April 2006
Capital Consulting Partners, LLC June 2002 - January 2005
MediaSpan Group January 2002 - June 2002
Beazer Homes January 2001 - August 2001
BuildNet July 1999 - January 2001
SunStar Homes March 1995 - July 1999
Skills
Strategic Planning, Cash Flow, Business Development, Consulting, Fundraising, Sarbanes-Oxley Act, Accounting, Financial Reporting, Financial Analysis, Budgets, General Ledger, Internal Controls, Forecasting, Finance, Auditing, Cash Management, Financial Accounting, Variance Analysis, Mergers, Cost Accounting
Education
Campbell University 2000 — 2002
MBA, Business Administration
North Carolina Wesleyan College 1993 — 1995
BS, Accounting
Capital Forensic Accounting, LLC November 2011 - Present
Department of Health and Human Services - Budget Office February 2009 - April 2011
Merrill Lynch July 2008 - February 2009
KB Home - Raleigh April 2006 - September 2007
Beazer Homes-Raleigh Division January 2005 - April 2006
Capital Consulting Partners, LLC June 2002 - January 2005
MediaSpan Group January 2002 - June 2002
Beazer Homes January 2001 - August 2001
BuildNet July 1999 - January 2001
SunStar Homes March 1995 - July 1999
Skills
Strategic Planning, Cash Flow, Business Development, Consulting, Fundraising, Sarbanes-Oxley Act, Accounting, Financial Reporting, Financial Analysis, Budgets, General Ledger, Internal Controls, Forecasting, Finance, Auditing, Cash Management, Financial Accounting, Variance Analysis, Mergers, Cost Accounting
Education
Campbell University 2000 — 2002
MBA, Business Administration
North Carolina Wesleyan College 1993 — 1995
BS, Accounting
Jeff Machiele Jeff Machiele's Merrill Lynch Experience February 1988 - April 2009
Job Investor
Industry Financial Services
Experience
Investor June 2015 - Present
Federated Clover Investment Advisors April 2011 - June 2015
Merrill Lynch February 1988 - April 2009
Skills
Equities, Portfolio Management, Financial Advisory, CRM, Financial Services, Investments
Education
University at Buffalo 1986 — 1987
BA, Economics
Calvin College 1984 — 1985
Investor June 2015 - Present
Federated Clover Investment Advisors April 2011 - June 2015
Merrill Lynch February 1988 - April 2009
Skills
Equities, Portfolio Management, Financial Advisory, CRM, Financial Services, Investments
Education
University at Buffalo 1986 — 1987
BA, Economics
Calvin College 1984 — 1985
Thomas Barnes, CPA Thomas Barnes, CPA's Merrill Lynch Experience March 2009 - June 2009
Job Senior Accountant Financial Reporting at United Airlines
Industry Accounting
Experience
United Airlines November 2013 - Present
PwC July 2013 - November 2013
PwC January 2011 - June 2013
Freed Maxick & Battaglia, CPAs June 2010 - July 2010
Merrill Lynch March 2009 - June 2009
Skills
Accounting, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Financial Modeling, Auditing, GAAP, Internal Controls, Financial Accounting, SEC filings, Microsoft Excel, CPA, Financial Statement..., Business Valuation, Financial Statements
Education
Canisius College 2010 — 2011
Business
DePaul University 2006 — 2010
B.S, Accountancy
Bishop Timon St. Jude High School
United Airlines November 2013 - Present
PwC July 2013 - November 2013
PwC January 2011 - June 2013
Freed Maxick & Battaglia, CPAs June 2010 - July 2010
Merrill Lynch March 2009 - June 2009
Skills
Accounting, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Financial Modeling, Auditing, GAAP, Internal Controls, Financial Accounting, SEC filings, Microsoft Excel, CPA, Financial Statement..., Business Valuation, Financial Statements
Education
Canisius College 2010 — 2011
Business
DePaul University 2006 — 2010
B.S, Accountancy
Bishop Timon St. Jude High School
Jennifer Halligan, MSA Jennifer Halligan, MSA's Merrill Lynch Experience June 2010 - October 2010
Job Current Accountant/ Previous Entrepreneur/ Serial Remodelaholic. Passionate about Compliance, Auditing, and Risk.
Industry Accounting
Experience
Weld Tooling Corporation June 2014 - Present
Bank of America March 2012 - March 2014
Bank of America October 2010 - March 2012
Merrill Lynch June 2010 - October 2010
Merrill Lynch September 2007 - June 2010
National City Bank January 2005 - September 2007
Panati's Pizza June 2001 - May 2006
OSI September 2004 - January 2005
OSI October 2003 - September 2004
Skills
Finance, Auditing, Quality Assurance, Microsoft Excel, Loss Mitigation, Training, Financial Risk, Management, Mortgage Servicing, Compliance, Quality Control, Mortgage Lending, Negotiation, Loan Modifications, MS Excel Pivot Tables, Customer Service, Banking, Vlookup, Credit, Insurance, Coaching, Underwriting, Risk Management, Journal Entries, Financial Analysis, CFPB, FDCPA, RESPA, Outlook, Employee Training, Budgets, Internal Controls, Bank Reconciliation, Root Cause Analysis, Accounts Payable &..., Accounting, Financial Accounting, Leadership, Financial Reporting, Analysis, FCRA, FHA, G/L Reconciliations, Program Management, Collections, Syspro, AS400, Process Improvement, Microsoft Office, Loans
Education
California University of Pennsylvania
Bachelor's Degree, Business Administration and Management, General, GPA: 3.50
University of Phoenix 2009 — 2012
Master's degree, Accounting, GPA: 3.42
Weld Tooling Corporation June 2014 - Present
Bank of America March 2012 - March 2014
Bank of America October 2010 - March 2012
Merrill Lynch June 2010 - October 2010
Merrill Lynch September 2007 - June 2010
National City Bank January 2005 - September 2007
Panati's Pizza June 2001 - May 2006
OSI September 2004 - January 2005
OSI October 2003 - September 2004
Skills
Finance, Auditing, Quality Assurance, Microsoft Excel, Loss Mitigation, Training, Financial Risk, Management, Mortgage Servicing, Compliance, Quality Control, Mortgage Lending, Negotiation, Loan Modifications, MS Excel Pivot Tables, Customer Service, Banking, Vlookup, Credit, Insurance, Coaching, Underwriting, Risk Management, Journal Entries, Financial Analysis, CFPB, FDCPA, RESPA, Outlook, Employee Training, Budgets, Internal Controls, Bank Reconciliation, Root Cause Analysis, Accounts Payable &..., Accounting, Financial Accounting, Leadership, Financial Reporting, Analysis, FCRA, FHA, G/L Reconciliations, Program Management, Collections, Syspro, AS400, Process Improvement, Microsoft Office, Loans
Education
California University of Pennsylvania
Bachelor's Degree, Business Administration and Management, General, GPA: 3.50
University of Phoenix 2009 — 2012
Master's degree, Accounting, GPA: 3.42
Taylor Bouman Taylor Bouman's Merrill Lynch Experience September 2009 - December 2009
Job ETL Developer at AutoOwners Insurance
Industry Insurance
Experience
Auto-Owners Insurance September 2015 - Present
Auto-Owners Insurance September 2011 - September 2015
Gordon Food Service January 2011 - September 2011
Steelcase Inc June 2010 - January 2011
Calvin College September 2007 - June 2010
Merrill Lynch September 2009 - December 2009
Skills
SharePoint, Software Development, Relational Databases, Business Intelligence, Business Analysis, Microsoft SQL Server, SSIS, Microsoft Office, Microsoft Excel, Project Management, Customer Service, Leadership, Public Speaking, Troubleshooting, Business Process, Databases, Management, Requirements Analysis, Social Media, SSRS
Education
Calvin College 2007 — 2011
Bachelor of Arts, Information Systems, Business/Finance
Auto-Owners Insurance September 2015 - Present
Auto-Owners Insurance September 2011 - September 2015
Gordon Food Service January 2011 - September 2011
Steelcase Inc June 2010 - January 2011
Calvin College September 2007 - June 2010
Merrill Lynch September 2009 - December 2009
Skills
SharePoint, Software Development, Relational Databases, Business Intelligence, Business Analysis, Microsoft SQL Server, SSIS, Microsoft Office, Microsoft Excel, Project Management, Customer Service, Leadership, Public Speaking, Troubleshooting, Business Process, Databases, Management, Requirements Analysis, Social Media, SSRS
Education
Calvin College 2007 — 2011
Bachelor of Arts, Information Systems, Business/Finance
William R. Makepeace, IV's Merrill Lynch Experience June 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
United States Marine Corps October 1990 - April 2015
Merrill Lynch August 2002 - January 2009
Skills
DoD, Defense, Leadership, Training, Portfolio Management, Project Planning, National Security, PowerPoint, Customer Service, Budgets, Contract Negotiation, Strategic Financial..., Strategic Planning, Security Clearance, Investment Advisory, Team Leadership, Cross-functional Team..., Navy, Military, Top Secret, Analysis, Project Management, Microsoft Excel, Operations Management, Force Protection, Government Contracting, Microsoft Word, Estate Planning, Supervisory Skills, Asset Allocation, Investments, Retirement Planning, Wealth Management, Risk Management, Financial Analysis, Asset Managment, Team Building, Intelligence, Marketing, Sales, New Business Development
Education
Fork Union Military Academy 1983 — 1987
North Carolina State University
BA, Business Management
Campbell University
MBA
Merrill Lynch June 2015 - Present
United States Marine Corps October 1990 - April 2015
Merrill Lynch August 2002 - January 2009
Skills
DoD, Defense, Leadership, Training, Portfolio Management, Project Planning, National Security, PowerPoint, Customer Service, Budgets, Contract Negotiation, Strategic Financial..., Strategic Planning, Security Clearance, Investment Advisory, Team Leadership, Cross-functional Team..., Navy, Military, Top Secret, Analysis, Project Management, Microsoft Excel, Operations Management, Force Protection, Government Contracting, Microsoft Word, Estate Planning, Supervisory Skills, Asset Allocation, Investments, Retirement Planning, Wealth Management, Risk Management, Financial Analysis, Asset Managment, Team Building, Intelligence, Marketing, Sales, New Business Development
Education
Fork Union Military Academy 1983 — 1987
North Carolina State University
BA, Business Management
Campbell University
MBA
Jonathan Culbertson Jonathan Culbertson's Merrill Lynch Experience August 2011 - September 2012
Job Financial Solutions Advisor with Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2015 - Present
Northwestern Mutual September 2014 - April 2015
Ameriprise Financial Services, Inc. January 2014 - November 2014
Merrill Lynch August 2011 - September 2012
Education
California State University-San Marcos - College of Business Administration 2010 — 2014
Bachelor's Degree, Business Administration - Finance
Bank of America Merrill Lynch April 2015 - Present
Northwestern Mutual September 2014 - April 2015
Ameriprise Financial Services, Inc. January 2014 - November 2014
Merrill Lynch August 2011 - September 2012
Education
California State University-San Marcos - College of Business Administration 2010 — 2014
Bachelor's Degree, Business Administration - Finance
Christopher Turoci's Merrill Lynch Experience April 1998 - August 2005
Job Founding Partner at Prominence Capital Partners
Industry Financial Services
Experience
Prominence Capital Partners September 2014 - Present
The Private Client Reserve of U.S. Bank July 2013 - December 2013
C. K. Cooper & Company October 2005 - August 2012
Merrill Lynch April 1998 - August 2005
Skills
Premium Financing, Insurance, Alternative Investments, Series 7, Asset Management, Asset Allocation, Investments, Investment Advisory, Strategic Financial..., Private Equity, Financial Modeling, Series 24, Series 66, Series 31, Investment Banking, Estate Planning, Financial Advisory, Asset Based Lending, Cash Management, Wealth Management, Financial Planning, Finance
Education
California State University-San Bernardino - College of Business and Public Administration 1987 — 1993
Bachelors, Business Management
Prominence Capital Partners September 2014 - Present
The Private Client Reserve of U.S. Bank July 2013 - December 2013
C. K. Cooper & Company October 2005 - August 2012
Merrill Lynch April 1998 - August 2005
Skills
Premium Financing, Insurance, Alternative Investments, Series 7, Asset Management, Asset Allocation, Investments, Investment Advisory, Strategic Financial..., Private Equity, Financial Modeling, Series 24, Series 66, Series 31, Investment Banking, Estate Planning, Financial Advisory, Asset Based Lending, Cash Management, Wealth Management, Financial Planning, Finance
Education
California State University-San Bernardino - College of Business and Public Administration 1987 — 1993
Bachelors, Business Management
Adam Nowak Adam Nowak's Merrill Lynch Experience June 2000 - June 2009
Job Former Supervisor at 9/11 Memorial
Industry Museums and Institutions
Experience
9/11 Memorial December 2011 - July 2015
Merrill Lynch June 2000 - June 2009
Merrill Lynch 2002 - 2002
Skills
Supervisory Skills, Team Leadership, Mentoring, Employee Training, Teaching, Public Speaking, Writing, Editing, Improvisation, Entertainment, Creative Writing, Theatre, Film, Voice Over, Social Networking, Blogging, Video Production, Copywriting, Acting, Staff Supervision, Social Media, Event Management, Microsoft Office, Performing Arts, Television, Comedy, Nonprofits, Fundraising, Project Management
Education
Canisius College 1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
9/11 Memorial December 2011 - July 2015
Merrill Lynch June 2000 - June 2009
Merrill Lynch 2002 - 2002
Skills
Supervisory Skills, Team Leadership, Mentoring, Employee Training, Teaching, Public Speaking, Writing, Editing, Improvisation, Entertainment, Creative Writing, Theatre, Film, Voice Over, Social Networking, Blogging, Video Production, Copywriting, Acting, Staff Supervision, Social Media, Event Management, Microsoft Office, Performing Arts, Television, Comedy, Nonprofits, Fundraising, Project Management
Education
Canisius College 1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
Ashley Constans Ashley Constans's Merrill Lynch Experience September 2006 - January 2008
Job Development Manager at Meals on Wheels Greater San Diego, Inc.
Industry Events Services
Experience
Meals on Wheels Greater San Diego, Inc. February 2015 - Present
Event Ashley January 2013 - Present
Riviera San Diego March 2014 - February 2015
Professional Event Solutions July 2013 - March 2014
Redfearn & Associates April 2009 - March 2013
The Wine Loft March 2005 - October 2008
Merrill Lynch September 2006 - January 2008
Skills
Team Building, Event Planning, Customer Relations, Event Management, Promotions, Production, Sales, Customer Service, Fundraising, Volunteer Management, Marketing, Business Development, Community Outreach, Social Media, PowerPoint, Social Networking, Facebook, Management, Budgets, Leadership, Start-ups, Sponsorship, Brand Development, CRM, Newsletters, Retail, SEO, Social Media Marketing, Recruiting, Marketing Communications, Project Planning, Email Marketing, Public Relations, Meeting Planning, Online Marketing, Marketing Strategy, Online Advertising, Corporate Events, Account Management, Entrepreneurship, Hospitality, Direct Marketing, Integrated Marketing, Lead Generation, B2B, Relationship Marketing, Strategy, Nonprofits, Press Releases, Strategic Partnerships
Education
California State University-San Marcos - College of Business Administration 2004 — 2006
BS, Marketing & management
San Dieguito Academy 1996 — 1999
Meals on Wheels Greater San Diego, Inc. February 2015 - Present
Event Ashley January 2013 - Present
Riviera San Diego March 2014 - February 2015
Professional Event Solutions July 2013 - March 2014
Redfearn & Associates April 2009 - March 2013
The Wine Loft March 2005 - October 2008
Merrill Lynch September 2006 - January 2008
Skills
Team Building, Event Planning, Customer Relations, Event Management, Promotions, Production, Sales, Customer Service, Fundraising, Volunteer Management, Marketing, Business Development, Community Outreach, Social Media, PowerPoint, Social Networking, Facebook, Management, Budgets, Leadership, Start-ups, Sponsorship, Brand Development, CRM, Newsletters, Retail, SEO, Social Media Marketing, Recruiting, Marketing Communications, Project Planning, Email Marketing, Public Relations, Meeting Planning, Online Marketing, Marketing Strategy, Online Advertising, Corporate Events, Account Management, Entrepreneurship, Hospitality, Direct Marketing, Integrated Marketing, Lead Generation, B2B, Relationship Marketing, Strategy, Nonprofits, Press Releases, Strategic Partnerships
Education
California State University-San Marcos - College of Business Administration 2004 — 2006
BS, Marketing & management
San Dieguito Academy 1996 — 1999
Hardy Andrews Hardy Andrews's Merrill Lynch Experience June 2010 - August 2010
Job Law Clerk at Hickman, Goza & Spragins, PLLC
Industry Legal Services
Experience
Hickman, Goza & Spragins, PLLC July 2014 - Present
Sterne Agee June 2011 - September 2012
Wells Fargo Advisors May 2008 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Retirement Planning, Wealth Management, Estate Planning, Legal Research, Microsoft Office
Education
University of Mississippi School of Law 2013 — 2016
Juris Doctor (J.D.), 3L
Campbell University 2009 — 2011
BBA, Trust and Wealth Management, Minor in Financial Planning
Hickman, Goza & Spragins, PLLC July 2014 - Present
Sterne Agee June 2011 - September 2012
Wells Fargo Advisors May 2008 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Retirement Planning, Wealth Management, Estate Planning, Legal Research, Microsoft Office
Education
University of Mississippi School of Law 2013 — 2016
Juris Doctor (J.D.), 3L
Campbell University 2009 — 2011
BBA, Trust and Wealth Management, Minor in Financial Planning
David Robb's Merrill Lynch Experience January 2010 - May 2010
Job Marketing Specialist at Express Employment Professionals
Industry Marketing and Advertising
Experience
Express Employment Professionals February 2015 - Present
Adtegrity.com June 2012 - March 2015
Adtegrity.com January 2012 - June 2012
Adtegrity.com May 2011 - December 2011
Calvin College April 2010 - May 2011
Global Business Brigades January 2009 - May 2011
Wolverine World Wide June 2010 - December 2010
Merrill Lynch January 2010 - May 2010
Skills
Digital Marketing, Financial Analysis, E-commerce, SEO, Microsoft Office, Access, Excel, Data Analysis, Marketing Strategy, Strategic Analysis, Budgeting, Financial Reporting, Word, PowerPoint, Outlook, Online Marketing, PPC, Social Media Marketing, Web Analytics, Windows, Digital Strategy, Google Adwords, Google Analytics, Online Advertising, Spreadsheets, Analytics, Analysis, Optimization, DoubleClick, Data Mining, Advertising, Consumer Insights, Databases, Market Research, Social Networking, Lead Generation, Campaign Management, Strategic Planning, Team Leadership, Business Strategy, Problem Solving, Business Intelligence, Business Analysis, Microsoft Excel, Management, Leadership, Marketing, Strategy, Display Advertising, Project Management
Education
Calvin College 2007 — 2011
Bachelor of Arts in Business and Economics, Finance, Marketing
Winter Park High School 2003 — 2007
Express Employment Professionals February 2015 - Present
Adtegrity.com June 2012 - March 2015
Adtegrity.com January 2012 - June 2012
Adtegrity.com May 2011 - December 2011
Calvin College April 2010 - May 2011
Global Business Brigades January 2009 - May 2011
Wolverine World Wide June 2010 - December 2010
Merrill Lynch January 2010 - May 2010
Skills
Digital Marketing, Financial Analysis, E-commerce, SEO, Microsoft Office, Access, Excel, Data Analysis, Marketing Strategy, Strategic Analysis, Budgeting, Financial Reporting, Word, PowerPoint, Outlook, Online Marketing, PPC, Social Media Marketing, Web Analytics, Windows, Digital Strategy, Google Adwords, Google Analytics, Online Advertising, Spreadsheets, Analytics, Analysis, Optimization, DoubleClick, Data Mining, Advertising, Consumer Insights, Databases, Market Research, Social Networking, Lead Generation, Campaign Management, Strategic Planning, Team Leadership, Business Strategy, Problem Solving, Business Intelligence, Business Analysis, Microsoft Excel, Management, Leadership, Marketing, Strategy, Display Advertising, Project Management
Education
Calvin College 2007 — 2011
Bachelor of Arts in Business and Economics, Finance, Marketing
Winter Park High School 2003 — 2007
Joseph Picariello's Merrill Lynch Experience 2000 - 2009
Job Senior Client Services Representative at Broadridge Financial Solutions
Industry Outsourcing/Offshoring
Experience
Broadridge Financial Solutions September 2013 - Present
Broadridge Financial Solutions July 2012 - September 2013
ACS, a Xerox Company September 2011 - July 2012
Alpine Access August 2010 - June 2011
TD Bank Group May 2010 - August 2010
Merrill Lynch 2000 - 2009
Skills
Customer Service, Microsoft Office, Human Resources, Training, Outsourcing, Investments, Invoicing
Education
Camden County College 2010 — 2010
Microsoft Office 2007 Certificate Course
uniondale high school 1984 — 1987
Business
Broadridge Financial Solutions September 2013 - Present
Broadridge Financial Solutions July 2012 - September 2013
ACS, a Xerox Company September 2011 - July 2012
Alpine Access August 2010 - June 2011
TD Bank Group May 2010 - August 2010
Merrill Lynch 2000 - 2009
Skills
Customer Service, Microsoft Office, Human Resources, Training, Outsourcing, Investments, Invoicing
Education
Camden County College 2010 — 2010
Microsoft Office 2007 Certificate Course
uniondale high school 1984 — 1987
Business
Benjamin Chambers, CFP® Benjamin Chambers, CFP®'s Merrill Lynch Experience 2005 - June 2015
Job Senior Financial Advisor at Trinity Financial Partners
Industry Financial Services
Experience
Trinity Financial Partners June 2015 - Present
Merrill Lynch 2005 - June 2015
Skills
Financial Planning, Private Wealth..., Portfolio Management, Retirement Planning, Estate Planning, Retirement Income..., Risk Management, Strategic Financial..., Retirement, Mutual Funds, Wealth Management, Finance, Wealth Management..., Small Business, Series 7, Investments, Securities, Public Speaking, Leadership, Management
Education
Calvin College
BA, History, Archaeology
Trinity Financial Partners June 2015 - Present
Merrill Lynch 2005 - June 2015
Skills
Financial Planning, Private Wealth..., Portfolio Management, Retirement Planning, Estate Planning, Retirement Income..., Risk Management, Strategic Financial..., Retirement, Mutual Funds, Wealth Management, Finance, Wealth Management..., Small Business, Series 7, Investments, Securities, Public Speaking, Leadership, Management
Education
Calvin College
BA, History, Archaeology
Jose Afanador's Merrill Lynch Experience May 2014 - September 2014
Job Accounting Intern at Victor Valley Wastewater Reclamation Authority
Industry Accounting
Experience
Evriholder Products, LLC May 2015 - Present
Victor Valley Wastewater Reclamation Authority January 2015 - May 2015
Operation Grace September 2014 - January 2015
Merrill Lynch May 2014 - September 2014
Skills
Tax Preparation, Bookkeeping, QuickBooks, Financial Accounting, Non-profit Volunteering, Payroll Processing, Microsoft Excel, Microsoft Word, Financial Advisory, Microsoft Office, Management, Research, PowerPoint, Sales, Leadership
Education
California State University-San Bernardino 2013 — 2015
Bachelor's Degree, Accounting, 3.3 GPA
Riverside City College 2009 — 2012
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities, 3.4 GPA
Chaffey College
Evriholder Products, LLC May 2015 - Present
Victor Valley Wastewater Reclamation Authority January 2015 - May 2015
Operation Grace September 2014 - January 2015
Merrill Lynch May 2014 - September 2014
Skills
Tax Preparation, Bookkeeping, QuickBooks, Financial Accounting, Non-profit Volunteering, Payroll Processing, Microsoft Excel, Microsoft Word, Financial Advisory, Microsoft Office, Management, Research, PowerPoint, Sales, Leadership
Education
California State University-San Bernardino 2013 — 2015
Bachelor's Degree, Accounting, 3.3 GPA
Riverside City College 2009 — 2012
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities, 3.4 GPA
Chaffey College
Abi Rao Abi Rao's Merrill Lynch Experience 2007 - 2008
Job Senior Account Manager at VSGi
Industry Information Technology and Services
Experience
VSGi January 2014 - Present
VSGi January 2012 - December 2013
VSGi February 2010 - January 2012
Working Media Group 2008 - 2009
Merrill Lynch 2007 - 2008
John Hancock Life Insurance Company (U.S.A.) 2003 - 2007
Skills
Medicine, Salesforce.com, Video Conferencing, Higher Education, Cold Calling, Solution Selling, Sales Management, Unified Communications, Sales Process, Direct Sales, Telepresence, Building Relationships, Account Management, Tandberg, Audio Conferencing, VoIP, SIP, Telecommunications, Collaboration Solutions, SaaS, AV, Telephony, Managed Services, Channel Partners, Sales, Cloud Computing, Digital Signage, Customer Retention, Integration, Management, Cisco Technologies, Professional Services, Business Development, Selling, Strategic Partnerships, Go-to-market Strategy, Marketing, Channel Sales, Lead Generation, Marketing Strategy, Sales Presentations, Enterprise Software, Webinars, CRM, Program Management, WebEx, Resellers, Product Marketing, Partner Management, Sales Operations
Education
Canisius College
Finance
Canisius High School
VSGi January 2014 - Present
VSGi January 2012 - December 2013
VSGi February 2010 - January 2012
Working Media Group 2008 - 2009
Merrill Lynch 2007 - 2008
John Hancock Life Insurance Company (U.S.A.) 2003 - 2007
Skills
Medicine, Salesforce.com, Video Conferencing, Higher Education, Cold Calling, Solution Selling, Sales Management, Unified Communications, Sales Process, Direct Sales, Telepresence, Building Relationships, Account Management, Tandberg, Audio Conferencing, VoIP, SIP, Telecommunications, Collaboration Solutions, SaaS, AV, Telephony, Managed Services, Channel Partners, Sales, Cloud Computing, Digital Signage, Customer Retention, Integration, Management, Cisco Technologies, Professional Services, Business Development, Selling, Strategic Partnerships, Go-to-market Strategy, Marketing, Channel Sales, Lead Generation, Marketing Strategy, Sales Presentations, Enterprise Software, Webinars, CRM, Program Management, WebEx, Resellers, Product Marketing, Partner Management, Sales Operations
Education
Canisius College
Finance
Canisius High School
Cory Mullen Cory Mullen's Merrill Lynch Experience May 2008 - September 2009
Job VicePresident at Bank of America
Industry Banking
Experience
Bank of America November 2011 - Present
Bank of America September 2009 - November 2011
Merrill Lynch May 2008 - September 2009
Home Loan Services February 2007 - May 2008
National City Home Loan Services June 2006 - February 2007
Bridgestone / Firestone Automotive Service Center August 2004 - June 2006
Advance Auto Parts November 2002 - August 2004
Skills
Banking, Strategy, Microsoft SQL Server, Business Analysis, Databases, Leadership, Data Analysis, Reporting & Analysis, Training, Management, Team Leadership, Mortgage Banking, Loan Servicing, Microsoft Office, Process Improvement, Business Process..., Operations Management, Internal Audit, SAS programming, Visual Basic, VBA, Leadership Development, Quantitative Research, External Audit, Retail Sales, Automotive, Program Management, Risk Management, Mortgage Lending, Loans, Financial Analysis, Vendor Management, Portfolio Management
Education
California University of Pennsylvania 2001 — 2003
Electrical and Electronics Engineering
Arundel High School 1998 — 2001
High School
Bank of America November 2011 - Present
Bank of America September 2009 - November 2011
Merrill Lynch May 2008 - September 2009
Home Loan Services February 2007 - May 2008
National City Home Loan Services June 2006 - February 2007
Bridgestone / Firestone Automotive Service Center August 2004 - June 2006
Advance Auto Parts November 2002 - August 2004
Skills
Banking, Strategy, Microsoft SQL Server, Business Analysis, Databases, Leadership, Data Analysis, Reporting & Analysis, Training, Management, Team Leadership, Mortgage Banking, Loan Servicing, Microsoft Office, Process Improvement, Business Process..., Operations Management, Internal Audit, SAS programming, Visual Basic, VBA, Leadership Development, Quantitative Research, External Audit, Retail Sales, Automotive, Program Management, Risk Management, Mortgage Lending, Loans, Financial Analysis, Vendor Management, Portfolio Management
Education
California University of Pennsylvania 2001 — 2003
Electrical and Electronics Engineering
Arundel High School 1998 — 2001
High School
Ethan Hancock Ethan Hancock's Merrill Lynch Experience May 2012 - August 2012
Job Trust Administrator at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2014 - Present
Merrill Lynch May 2012 - August 2012
Skills
Banking, Wealth Management, Asset Management, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Campbell University 2009 — 2014
Master's Degree, Business Administration and Management
Wells Fargo May 2014 - Present
Merrill Lynch May 2012 - August 2012
Skills
Banking, Wealth Management, Asset Management, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Campbell University 2009 — 2014
Master's Degree, Business Administration and Management
Fielden Fraley Fielden Fraley's Merrill Lynch Experience January 2007 - June 2013
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2013 - Present
Merrill Lynch January 2007 - June 2013
Merrill Lynch June 2003 - December 2007
Merrill Lynch January 2000 - June 2003
Oil-Dri Corporation of America April 1981 - December 1999
Skills
Wealth Services, Services for Corporate..., Retirement Planning, Alternative Investments, Insurance, Finance, Financial Advisory, Financial Services, Wealth, High Net Worth..., Restricted Stock, Financial Analysis, Investment & Fiduciary..., 10b5-1 Plans, Employer Granted Stock..., Concentrated Stock..., Exchange Funds, Strategic Investment..., Portfolio Construction, Securities, Mutual Funds, Asset Allocation, Investments, Portfolio Analysis
Education
University of Tennessee-Knoxville 1978 — 1980
Plant Sciences
Campbell University 1972 — 1974
Bachelor's Degree, Biology/Biological Sciences, General
Wells Fargo Advisors, LLC June 2013 - Present
Merrill Lynch January 2007 - June 2013
Merrill Lynch June 2003 - December 2007
Merrill Lynch January 2000 - June 2003
Oil-Dri Corporation of America April 1981 - December 1999
Skills
Wealth Services, Services for Corporate..., Retirement Planning, Alternative Investments, Insurance, Finance, Financial Advisory, Financial Services, Wealth, High Net Worth..., Restricted Stock, Financial Analysis, Investment & Fiduciary..., 10b5-1 Plans, Employer Granted Stock..., Concentrated Stock..., Exchange Funds, Strategic Investment..., Portfolio Construction, Securities, Mutual Funds, Asset Allocation, Investments, Portfolio Analysis
Education
University of Tennessee-Knoxville 1978 — 1980
Plant Sciences
Campbell University 1972 — 1974
Bachelor's Degree, Biology/Biological Sciences, General
Dylan Knopfke Dylan Knopfke's Merrill Lynch Experience September 2012 - December 2012
Job Associate at Emax Financial & Real Estate Advisory Services, LLC
Industry Financial Services
Experience
Emax Financial & Real Estate Advisory Services, LLC June 2014 - Present
Golden Griffin Fund August 2013 - May 2014
Buffalo Bills June 2013 - August 2013
Merrill Lynch September 2012 - December 2012
U.S. Energy Development Corporation May 2012 - August 2012
Skills
Analysis, Financial Analysis, Finance, Portfolio Management, Microsoft Excel, Access, Financial Modeling, Data Modeling, Team Leadership, Sales, Data Analysis, Marketing, Public Speaking, Leadership, Bloomberg Terminal, Capital IQ, Market Research, Market Analysis, Real Estate Transactions, PowerPoint, Microsoft Office
Education
NYU School of Professional Studies 2015 — 2015
Real Estate Capital Markets
Canisius College 2010 — 2014
Bachelor of Arts (B.A.), Finance, General
Cardinal Mooney High School
Cardinal Mooney High School
Emax Financial & Real Estate Advisory Services, LLC June 2014 - Present
Golden Griffin Fund August 2013 - May 2014
Buffalo Bills June 2013 - August 2013
Merrill Lynch September 2012 - December 2012
U.S. Energy Development Corporation May 2012 - August 2012
Skills
Analysis, Financial Analysis, Finance, Portfolio Management, Microsoft Excel, Access, Financial Modeling, Data Modeling, Team Leadership, Sales, Data Analysis, Marketing, Public Speaking, Leadership, Bloomberg Terminal, Capital IQ, Market Research, Market Analysis, Real Estate Transactions, PowerPoint, Microsoft Office
Education
NYU School of Professional Studies 2015 — 2015
Real Estate Capital Markets
Canisius College 2010 — 2014
Bachelor of Arts (B.A.), Finance, General
Cardinal Mooney High School
Cardinal Mooney High School
Brandy Powell Brandy Powell's Merrill Lynch Experience September 2001 - April 2002
Job Executive Office Assistant at Soil Engineering Construction
Industry Biotechnology
Experience
Soil Engineering Construction, Inc. 2014 - Present
H&E Residential & Commercial Maintenance June 2010 - January 2013
GENENTECH June 2008 - January 2010
GILEAD SCIENCES, INC April 2007 - October 2007
ONLINE COMPUTER LIBRARY CENTER June 2005 - April 2007
STANFORD UNIVERSITY - BIO-X Program October 2003 - May 2005
STANFORD UNIVERSITY August 2002 - October 2003
MERRILL LYNCH September 2001 - April 2002
CREDIT SUISSE FIRST BOSTON August 1999 - May 2001
RAYCHEM CORPORATION April 1997 - August 1999
Skills
Administrative..., Data Entry
Education
Cañada College
AA, Business Technology
Soil Engineering Construction, Inc. 2014 - Present
H&E Residential & Commercial Maintenance June 2010 - January 2013
GENENTECH June 2008 - January 2010
GILEAD SCIENCES, INC April 2007 - October 2007
ONLINE COMPUTER LIBRARY CENTER June 2005 - April 2007
STANFORD UNIVERSITY - BIO-X Program October 2003 - May 2005
STANFORD UNIVERSITY August 2002 - October 2003
MERRILL LYNCH September 2001 - April 2002
CREDIT SUISSE FIRST BOSTON August 1999 - May 2001
RAYCHEM CORPORATION April 1997 - August 1999
Skills
Administrative..., Data Entry
Education
Cañada College
AA, Business Technology
Keith Davis,CFP(R) Keith Davis,CFP(R)'s Merrill Lynch Experience October 1999 - October 2005
Job Financial Advisor, Davis Financial Group
Industry Investment Management
Ruthann Rowan's Merrill Lynch Experience August 2001 - August 2002
Job Senior Executive Assistant at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch June 1998 - Present
Bank of America Merrill Lynch June 1998 - Present
Bank of America June 1998 - Present
Bank of America Merrill Lynch 1998 - Present
Merrill Lynch August 2001 - August 2002
Merrill Lynch October 1999 - August 2001
Merrill Lynch July 1999 - October 1999
Merrill Lynch June 1998 - July 1999
Salmon Real Estate August 1994 - May 1998
Skills
Training, Microsoft Office, Process Scheduler, Relationship Management, Administrative..., Management
Education
Camden County Police Academy
Certified Animal Cruelty Investigator, Animal Sciences
Camden County College 2007 — 2008
Certification, Animal Sciences
Richmond County Real Estate Institute
Licenses Real Estate Agent, Real Estate
New Dorp High School
Graduated
Camden County College
Certified Animal Cruelty Investigator, Animal Sciences
Bank of America Merrill Lynch June 1998 - Present
Bank of America Merrill Lynch June 1998 - Present
Bank of America June 1998 - Present
Bank of America Merrill Lynch 1998 - Present
Merrill Lynch August 2001 - August 2002
Merrill Lynch October 1999 - August 2001
Merrill Lynch July 1999 - October 1999
Merrill Lynch June 1998 - July 1999
Salmon Real Estate August 1994 - May 1998
Skills
Training, Microsoft Office, Process Scheduler, Relationship Management, Administrative..., Management
Education
Camden County Police Academy
Certified Animal Cruelty Investigator, Animal Sciences
Camden County College 2007 — 2008
Certification, Animal Sciences
Richmond County Real Estate Institute
Licenses Real Estate Agent, Real Estate
New Dorp High School
Graduated
Camden County College
Certified Animal Cruelty Investigator, Animal Sciences
Eric Rex Eric Rex's Merrill Lynch Experience June 2010 - August 2010
Job Analyst at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets July 2013 - Present
KeyBank July 2012 - July 2013
KeyBank July 2012 - September 2012
Merrill Lynch June 2010 - August 2010
Education
Canisius College 2007 — 2011
Bachelors of Science, Finance
Padua Franciscan High School 2003 — 2006
Erie Cathedral Preparatory School 2002 — 2003
KeyBanc Capital Markets July 2013 - Present
KeyBank July 2012 - July 2013
KeyBank July 2012 - September 2012
Merrill Lynch June 2010 - August 2010
Education
Canisius College 2007 — 2011
Bachelors of Science, Finance
Padua Franciscan High School 2003 — 2006
Erie Cathedral Preparatory School 2002 — 2003
Jeff Faucette, CRPC, CFP Jeff Faucette, CRPC, CFP's Merrill Lynch Experience May 2002 - December 2012
Job First Vice President of Investments at The Williams Faucette Advisory Group at Raymond James
Industry Financial Services
Experience
The Williams Faucette Advisory Group at Raymond James December 2012 - Present
Mountwest Community & Technical College 2009 - 2014
Merrill Lynch May 2002 - December 2012
Bank One Investment Management Group and predecessors January 1990 - May 2002
United Caroline Bank June 1985 - January 1990
Skills
Strategic Financial..., Investments, Finance, Financial Advisory, Securities, Wealth Management, Personal Finance, Investment Management
Education
ABA's National Graduate Trust School at Northwestern University 1993 — 1995
Certification Program, Trust Mangement and related fields
Campbell University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Trust Management
The Williams Faucette Advisory Group at Raymond James December 2012 - Present
Mountwest Community & Technical College 2009 - 2014
Merrill Lynch May 2002 - December 2012
Bank One Investment Management Group and predecessors January 1990 - May 2002
United Caroline Bank June 1985 - January 1990
Skills
Strategic Financial..., Investments, Finance, Financial Advisory, Securities, Wealth Management, Personal Finance, Investment Management
Education
ABA's National Graduate Trust School at Northwestern University 1993 — 1995
Certification Program, Trust Mangement and related fields
Campbell University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Trust Management
Blake Watson Blake Watson's Merrill Lynch Experience January 2011 - March 2013
Job Internal Regional Business Consultant at Curian Capital
Industry Investment Management
Experience
Curian Capital October 2013 - Present
Wells Fargo Advisors April 2013 - October 2013
Merrill Lynch January 2011 - March 2013
Skills
Financial Analysis, Financial Modeling, Investment Strategies, Microsoft Word, Teamwork, Customer Service, Investments, Bloomberg, Economics, Social Media, Series 7, Microsoft Excel, Microsoft Office, PowerPoint, Research, Valuation, Public Speaking, Corporate Finance, English, Java, C++, Series 63, Series 65, Portfolio Management, Stock Market
Education
Cameron University 2006 — 2010
Batchelors in Business Adminstration
Curian Capital October 2013 - Present
Wells Fargo Advisors April 2013 - October 2013
Merrill Lynch January 2011 - March 2013
Skills
Financial Analysis, Financial Modeling, Investment Strategies, Microsoft Word, Teamwork, Customer Service, Investments, Bloomberg, Economics, Social Media, Series 7, Microsoft Excel, Microsoft Office, PowerPoint, Research, Valuation, Public Speaking, Corporate Finance, English, Java, C++, Series 63, Series 65, Portfolio Management, Stock Market
Education
Cameron University 2006 — 2010
Batchelors in Business Adminstration
Luisa DiCicco Luisa DiCicco's Merrill Lynch Experience 2004 - 2004
Job Senior Client Manager at Arthur J. Gallagher & Co.
Industry Management Consulting
Experience
Arthur J. Gallagher & Co. July 2015 - Present
Lyons Companies September 2014 - July 2015
Model Consulting, Inc. June 2013 - September 2014
Arbor Group December 2005 - June 2013
Merrill Lynch 2004 - 2004
Skills
Employee Benefits, 401k, Health Insurance, COBRA, Benefits Administration, Human Resources, Insurance, Disability Insurance, Customer Service, Brokers, Open Enrollment, Life Insurance, Claim, Term Life Insurance, Underwriting, Management, Health Savings Accounts, Workers Compensation
Education
Camden County College 2001 — 2003
Business Administration
Arthur J. Gallagher & Co. July 2015 - Present
Lyons Companies September 2014 - July 2015
Model Consulting, Inc. June 2013 - September 2014
Arbor Group December 2005 - June 2013
Merrill Lynch 2004 - 2004
Skills
Employee Benefits, 401k, Health Insurance, COBRA, Benefits Administration, Human Resources, Insurance, Disability Insurance, Customer Service, Brokers, Open Enrollment, Life Insurance, Claim, Term Life Insurance, Underwriting, Management, Health Savings Accounts, Workers Compensation
Education
Camden County College 2001 — 2003
Business Administration
Amy Eremionkhale, MBA Amy Eremionkhale, MBA's Merrill Lynch Experience February 2012 - May 2012
Job Website Coordinator of New York StateWide website at Minority and Women's Business Center, Canisius College
Industry Accounting
Experience
Minority and Women's Business Center, Canisius College November 2011 - August 2012
Merrill Lynch February 2012 - May 2012
Canisius College QuadGear September 2010 - December 2011
Niagara Frontier Transportation Authority May 2011 - June 2011
Lougen Valenti Bookbinder & Weintraub LLP January 2011 - April 2011
Skills
Can create and maintain..., Financial analysis, Cost Accounting, Tax Returns, Accounting, Assurance, Financial Reporting, Auditing, Corporate Tax, CPA, Microsoft Office, General Ledger, Budgets, Due Diligence, Microsoft Excel, Financial Planners, Account Reconciliation, Sarbanes-Oxley Act, Mergers, Project Management, Financial Modeling, Microsoft Word, Access, Financial Analysis, GAAP, Financial Planning
Education
University at Buffalo 2012 — 2013
Masters of Science, Financial Economics
Canisius College 2011 — 2012
Master of Business Administration (MBA), Accounting
Canisius College 2008 — 2011
BS, Economics, Accounting, and AIS
Louisville Girls High School 2000 — 2007
High School Diploma, Social Sciences
University at Buffalo
Minority and Women's Business Center, Canisius College November 2011 - August 2012
Merrill Lynch February 2012 - May 2012
Canisius College QuadGear September 2010 - December 2011
Niagara Frontier Transportation Authority May 2011 - June 2011
Lougen Valenti Bookbinder & Weintraub LLP January 2011 - April 2011
Skills
Can create and maintain..., Financial analysis, Cost Accounting, Tax Returns, Accounting, Assurance, Financial Reporting, Auditing, Corporate Tax, CPA, Microsoft Office, General Ledger, Budgets, Due Diligence, Microsoft Excel, Financial Planners, Account Reconciliation, Sarbanes-Oxley Act, Mergers, Project Management, Financial Modeling, Microsoft Word, Access, Financial Analysis, GAAP, Financial Planning
Education
University at Buffalo 2012 — 2013
Masters of Science, Financial Economics
Canisius College 2011 — 2012
Master of Business Administration (MBA), Accounting
Canisius College 2008 — 2011
BS, Economics, Accounting, and AIS
Louisville Girls High School 2000 — 2007
High School Diploma, Social Sciences
University at Buffalo
Ilia Norowzi Ilia Norowzi's Merrill Lynch Experience June 2011 - Present
Job Summer Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2011 - Present
Campbell University Undergraduate Admissions Office August 2008 - Present
The Fresh Market May 2006 - Present
Education
Campbell University 2008 — 2012
BBA, Trust & Wealth Management/ Pre-law
Merrill Lynch June 2011 - Present
Campbell University Undergraduate Admissions Office August 2008 - Present
The Fresh Market May 2006 - Present
Education
Campbell University 2008 — 2012
BBA, Trust & Wealth Management/ Pre-law
Kraig Jackson, CTFA Kraig Jackson, CTFA's Merrill Lynch Experience June 2010 - August 2010
Job Investment Management Associate II at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo September 2013 - February 2015
TruWealth Strategies March 2013 - September 2013
PNC July 2011 - December 2012
United States Marine Corps June 2004 - November 2011
Merrill Lynch June 2010 - August 2010
Waddell and Reed June 2008 - April 2010
Skills
Strategic Financial..., Business Planning, Practice Management, Wealth Management, Retirement Planning, Investments, Portfolio Management, Financial Analysis, Asset Managment, Estate Planning, Asset Allocation, Insurance, Finance, Succession Planning, Risk Management, Trust Services, Trust Management, Charitable Trusts, Investment Strategies, Investment Advisory, Alternative Investments, Financial Statement..., Equities, Financial Advisory, Charitable Gift Planning, Charitable Gift..., Charitable Remainder..., Philanthropy, Investment Management, Wealth, Fiduciary Services, Trust Taxation, Taxation of Trusts, Income Tax, Employee Benefits, Grants, Grant Reviewing, Hedge Funds, Life Insurance, Mutual Funds, Series 63, Scholarships, Private Foundations, Financial Planning, Securities, Financial Services, Trusts, Retirement, Asset Management
Education
Webster University 2011 — 2012
Masters of Business Administration, Finance, 3.7/4.0 Scale
Campbell University 2009 — 2011
Bachelors of Science, Trust and Wealth Management, GPA in Major: 3.8/4.0 Academic Honors: Magna Cum Laude
Coastal Carolina Community College 2006 — 2008
Associate, AA in the Arts, Business Focus
Cheraw High School 2000 — 2004
High School Diploma, General Studies
Wells Fargo March 2015 - Present
Wells Fargo September 2013 - February 2015
TruWealth Strategies March 2013 - September 2013
PNC July 2011 - December 2012
United States Marine Corps June 2004 - November 2011
Merrill Lynch June 2010 - August 2010
Waddell and Reed June 2008 - April 2010
Skills
Strategic Financial..., Business Planning, Practice Management, Wealth Management, Retirement Planning, Investments, Portfolio Management, Financial Analysis, Asset Managment, Estate Planning, Asset Allocation, Insurance, Finance, Succession Planning, Risk Management, Trust Services, Trust Management, Charitable Trusts, Investment Strategies, Investment Advisory, Alternative Investments, Financial Statement..., Equities, Financial Advisory, Charitable Gift Planning, Charitable Gift..., Charitable Remainder..., Philanthropy, Investment Management, Wealth, Fiduciary Services, Trust Taxation, Taxation of Trusts, Income Tax, Employee Benefits, Grants, Grant Reviewing, Hedge Funds, Life Insurance, Mutual Funds, Series 63, Scholarships, Private Foundations, Financial Planning, Securities, Financial Services, Trusts, Retirement, Asset Management
Education
Webster University 2011 — 2012
Masters of Business Administration, Finance, 3.7/4.0 Scale
Campbell University 2009 — 2011
Bachelors of Science, Trust and Wealth Management, GPA in Major: 3.8/4.0 Academic Honors: Magna Cum Laude
Coastal Carolina Community College 2006 — 2008
Associate, AA in the Arts, Business Focus
Cheraw High School 2000 — 2004
High School Diploma, General Studies
JOSHUA PUCKETT JOSHUA PUCKETT's Merrill Lynch Experience 2010 - January 2012
Job Merrill Edge FSA
Industry Financial Services
Experience
Merrill Edge January 2012 - Present
Merrill Lynch 2010 - January 2012
Neighborhood Housing Services of the Inland Empire December 2009 - September 2010
University of California Riverside March 2009 - September 2009
County of Riverside Human Resources Department August 2008 - November 2008
MERRILL LYNCH 2007 - 2008
Skills
Leadership, Recruiting, Program Management, Management, Fundraising, Human Resources, Analysis, Grants, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Office, Event Planning, Research, Customer Service, Non-profits, Microsoft Word, Financial Analysis, Strategic Planning, Community Outreach
Education
California State University-San Bernardino 2005 — 2008
BA, BUSINESS ADMINISTRATION, FINANCE
Merrill Edge January 2012 - Present
Merrill Lynch 2010 - January 2012
Neighborhood Housing Services of the Inland Empire December 2009 - September 2010
University of California Riverside March 2009 - September 2009
County of Riverside Human Resources Department August 2008 - November 2008
MERRILL LYNCH 2007 - 2008
Skills
Leadership, Recruiting, Program Management, Management, Fundraising, Human Resources, Analysis, Grants, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Office, Event Planning, Research, Customer Service, Non-profits, Microsoft Word, Financial Analysis, Strategic Planning, Community Outreach
Education
California State University-San Bernardino 2005 — 2008
BA, BUSINESS ADMINISTRATION, FINANCE
Mona Earnest's Merrill Lynch Experience May 1998 - May 1999
Job Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage May 2013 - Present
US Trust Bank of America December 2011 - September 2012
Bank of America February 2008 - December 2011
US Trust Bank of America July 2007 - February 2008
Bank of America June 1999 - June 2006
Merrill Lynch May 1998 - May 1999
Womble Carlyle Sandridge & Rice LLP July 1997 - May 1998
Wachovia May 1996 - August 1996
US Navy May 1981 - May 1991
Skills
Business Development, Wealth Management, Wealth Management..., Banking, Estate Planning, Private Banking, Credit, Trust Services, Strategic Financial..., Investments, Loans, High Net Worth..., Finance, Investment Management
Education
Campbell University 1993 — 1997
BBA, Trust Administration (Minor in Financial Planning)
Coldwell Banker Residential Brokerage May 2013 - Present
US Trust Bank of America December 2011 - September 2012
Bank of America February 2008 - December 2011
US Trust Bank of America July 2007 - February 2008
Bank of America June 1999 - June 2006
Merrill Lynch May 1998 - May 1999
Womble Carlyle Sandridge & Rice LLP July 1997 - May 1998
Wachovia May 1996 - August 1996
US Navy May 1981 - May 1991
Skills
Business Development, Wealth Management, Wealth Management..., Banking, Estate Planning, Private Banking, Credit, Trust Services, Strategic Financial..., Investments, Loans, High Net Worth..., Finance, Investment Management
Education
Campbell University 1993 — 1997
BBA, Trust Administration (Minor in Financial Planning)
Tige Hofer, CIMC's Merrill Lynch Experience July 2006 - December 2009
Job Regional Director at Delaware Investments
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group 2010 - Present
Merrill Lynch July 2006 - December 2009
Dreyfus Investments June 2004 - July 2006
MFS Investment Management 2000 - 2002
ING Funds 1998 - 2000
Skills
Public Speaking, Mutual Funds, Separately Managed..., Separate Accounts, 401k, Retirement Planning, Managed Futures, Private Equity, Venture Capital, Real Estate, ETFs, Asset Allocation, Asset Managment, Investments, Finance, Banking, Alternative Investments, Series 7, Series 63, Wealth Management, Investment Advisory, Investment Management, Investment Strategies, Asset Management, Financial Services, Portfolio Management, Financial Advisory, Hedge Funds, Securities, Fixed Income, Equities, Retirement, Series 65, Wealth Management..., Management, Strategy, Financial Planning, Sales, Insurance, Wealth, Relationship Management, Financial Analysis, Funding, Strategic Planning, Consulting, Due Diligence, Financial Modeling, FINRA, Bonds, Risk Management
Education
California Western School of Law 1997 — 1998
Law
University of Arizona 1989 — 1993
BS, Psychology, Biochemistry
Scottsdale Christian Academy 1986 — 1989
High School, General
Delaware Investments, a member of the Macquarie Group 2010 - Present
Merrill Lynch July 2006 - December 2009
Dreyfus Investments June 2004 - July 2006
MFS Investment Management 2000 - 2002
ING Funds 1998 - 2000
Skills
Public Speaking, Mutual Funds, Separately Managed..., Separate Accounts, 401k, Retirement Planning, Managed Futures, Private Equity, Venture Capital, Real Estate, ETFs, Asset Allocation, Asset Managment, Investments, Finance, Banking, Alternative Investments, Series 7, Series 63, Wealth Management, Investment Advisory, Investment Management, Investment Strategies, Asset Management, Financial Services, Portfolio Management, Financial Advisory, Hedge Funds, Securities, Fixed Income, Equities, Retirement, Series 65, Wealth Management..., Management, Strategy, Financial Planning, Sales, Insurance, Wealth, Relationship Management, Financial Analysis, Funding, Strategic Planning, Consulting, Due Diligence, Financial Modeling, FINRA, Bonds, Risk Management
Education
California Western School of Law 1997 — 1998
Law
University of Arizona 1989 — 1993
BS, Psychology, Biochemistry
Scottsdale Christian Academy 1986 — 1989
High School, General
Robin Davenport's Merrill Lynch Experience March 1999 - August 2002
Job Associate Director for Internships and Employer Relations at Methodist University
Industry Higher Education
Experience
Methodist University July 2014 - Present
Methodist University September 2002 - June 2014
Merrill Lynch March 1999 - August 2002
Highsmith Rainey Memorial Hospital May 1994 - March 1999
Skills
Strategic Planning, Fundraising, Public Speaking, Event Planning, Higher Education, Customer Service, Non-profits, Community Outreach, Volunteer Management, Grant Writing, Public Relations, Nonprofits, Program Development, Budgets, Team Building, Leadership Development, Leadership, Event Management, Staff Development, Student Development
Education
Methodist University 2007 — 2009
MBA, Organizational Management and Leadership
Campbell University 1981 — 1982
Bachelor of Science, Business Administration
Methodist University July 2014 - Present
Methodist University September 2002 - June 2014
Merrill Lynch March 1999 - August 2002
Highsmith Rainey Memorial Hospital May 1994 - March 1999
Skills
Strategic Planning, Fundraising, Public Speaking, Event Planning, Higher Education, Customer Service, Non-profits, Community Outreach, Volunteer Management, Grant Writing, Public Relations, Nonprofits, Program Development, Budgets, Team Building, Leadership Development, Leadership, Event Management, Staff Development, Student Development
Education
Methodist University 2007 — 2009
MBA, Organizational Management and Leadership
Campbell University 1981 — 1982
Bachelor of Science, Business Administration
Christian Adams Christian Adams's Merrill Lynch Experience September 2011 - October 2012
Job Director of Business Development
Industry Staffing and Recruiting
Experience
Sherlock Resources, LLC July 2015 - Present
Christian Adams Australian Opals June 1997 - Present
The Go Solution February 2014 - November 2014
PostNet November 2012 - February 2014
Merrill Lynch September 2011 - October 2012
Intuit Health Group December 2009 - August 2011
Christian Adams Real Estate Investments March 2006 - July 2011
Global Knowledge February 2007 - September 2008
Outback Gems and Jewelry January 1998 - January 2006
Skills
Business Relationship..., Sales Management, Detail Orientation, Wealth Management, Investments, Strategic Financial..., Real Estate, Financial Analysis, Entrepreneurship, Leadership, Strategic Planning, Small Business, Business Planning, Financial Planning, Team Building, Marketing, Cold Calling, Salesforce.com, SaaS, Management, Sales, Account Management, Business Development, Customer Service, Training, New Business Development
Education
Campbell University 2010 — 2011
MTWM, Masters in Trust and Wealth Management
Campbell University 2008 — 2010
MBA, Business
University of Texas at Tyler 1998 — 2002
Bachelor of Business Administration, Finance
Sherlock Resources, LLC July 2015 - Present
Christian Adams Australian Opals June 1997 - Present
The Go Solution February 2014 - November 2014
PostNet November 2012 - February 2014
Merrill Lynch September 2011 - October 2012
Intuit Health Group December 2009 - August 2011
Christian Adams Real Estate Investments March 2006 - July 2011
Global Knowledge February 2007 - September 2008
Outback Gems and Jewelry January 1998 - January 2006
Skills
Business Relationship..., Sales Management, Detail Orientation, Wealth Management, Investments, Strategic Financial..., Real Estate, Financial Analysis, Entrepreneurship, Leadership, Strategic Planning, Small Business, Business Planning, Financial Planning, Team Building, Marketing, Cold Calling, Salesforce.com, SaaS, Management, Sales, Account Management, Business Development, Customer Service, Training, New Business Development
Education
Campbell University 2010 — 2011
MTWM, Masters in Trust and Wealth Management
Campbell University 2008 — 2010
MBA, Business
University of Texas at Tyler 1998 — 2002
Bachelor of Business Administration, Finance
Reece Cote's Merrill Lynch Experience June 2012 - August 2012
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
Venture IAB June 2013 - August 2013
Course Hero, Inc. August 2012 - February 2013
Merrill Lynch June 2012 - August 2012
Iowa State University January 2012 - May 2012
Skills
PowerPoint, Social Media, Public Speaking, Microsoft Office, Research, Leadership, Microsoft Excel, Microsoft Word, JMP, Matlab, Event Planning, Teaching, Infectious Diseases, Non-profits, Staff Development, Twitter, Facebook, Salesforce.com, Management, Marketing
Education
Iowa State University 2010 — 2014
Bachelor's degree, Management
California State University San Bernardino 2013 — 2013
None, Management and Marketing
New York Life Insurance Company March 2015 - Present
Venture IAB June 2013 - August 2013
Course Hero, Inc. August 2012 - February 2013
Merrill Lynch June 2012 - August 2012
Iowa State University January 2012 - May 2012
Skills
PowerPoint, Social Media, Public Speaking, Microsoft Office, Research, Leadership, Microsoft Excel, Microsoft Word, JMP, Matlab, Event Planning, Teaching, Infectious Diseases, Non-profits, Staff Development, Twitter, Facebook, Salesforce.com, Management, Marketing
Education
Iowa State University 2010 — 2014
Bachelor's degree, Management
California State University San Bernardino 2013 — 2013
None, Management and Marketing
Charles Royal Charles Royal's Merrill Lynch Experience 1980 - 1983
Job Interim Pastor
Industry Religious Institutions
Experience
Campbell University Divinity School July 2011 - Present
Benson Baptist Church October 2011 - October 2013
Carteret General Hospital January 2008 - July 2011
First Baptist Church of Morehead May 2003 - December 2010
First Baptist Church of Albemarle NC 1999 - May 2003
The Office Showcase 1986 - 2002
Interstate Securities 1983 - 1986
Merrill Lynch 1980 - 1983
Skills
Pastoral Care, Preaching, Theology, Biblical Studies, Discipleship, Psychotherapy, Religion, Spiritual Direction, Missions, Pastoral Counseling, Leadership Development, Community Outreach, Church Events, Volunteer Management, Teaching, Church Growth, Public Speaking, Youth Ministry, System Administration, Evangelism, Non-profits, Religious Studies, Coaching, Church History, Church Consulting, Leadership, Fundraising, Pastors, Expository Preaching, Event Planning, Program Development, Pastoring, Conflict Resolution, Liturgy, Crisis Intervention, Nonprofits, Adult Education, Exegesis, Homiletics, Chaplaincy
Education
Campbell University 1996 — 1999
Master, Divinity
North Carolina State University 1976 — 1980
BS, Ag. Engineering & Ag. Business
Campbell University Divinity School July 2011 - Present
Benson Baptist Church October 2011 - October 2013
Carteret General Hospital January 2008 - July 2011
First Baptist Church of Morehead May 2003 - December 2010
First Baptist Church of Albemarle NC 1999 - May 2003
The Office Showcase 1986 - 2002
Interstate Securities 1983 - 1986
Merrill Lynch 1980 - 1983
Skills
Pastoral Care, Preaching, Theology, Biblical Studies, Discipleship, Psychotherapy, Religion, Spiritual Direction, Missions, Pastoral Counseling, Leadership Development, Community Outreach, Church Events, Volunteer Management, Teaching, Church Growth, Public Speaking, Youth Ministry, System Administration, Evangelism, Non-profits, Religious Studies, Coaching, Church History, Church Consulting, Leadership, Fundraising, Pastors, Expository Preaching, Event Planning, Program Development, Pastoring, Conflict Resolution, Liturgy, Crisis Intervention, Nonprofits, Adult Education, Exegesis, Homiletics, Chaplaincy
Education
Campbell University 1996 — 1999
Master, Divinity
North Carolina State University 1976 — 1980
BS, Ag. Engineering & Ag. Business
Lane Hinnant Lane Hinnant's Merrill Lynch Experience January 2006 - January 2008
Job Sr. Business Analytics Consultant
Industry Banking
Experience
PNC March 2012 - Present
RBC Bank October 2010 - March 2012
RBC Bank March 2008 - October 2010
Merrill Lynch January 2006 - January 2008
Skills
Banking, Credit, Financial Risk, Credit Analysis, Risk Management, Portfolio Management, Credit Risk, Financial Analysis, Loans, Commercial Banking, Consumer Lending, Business Process..., Retail Banking
Education
Campbell University
Master of Business Administration (MBA)
Campbell University
Bachelor of Business Administration (B.B.A.), Trust Management
PNC March 2012 - Present
RBC Bank October 2010 - March 2012
RBC Bank March 2008 - October 2010
Merrill Lynch January 2006 - January 2008
Skills
Banking, Credit, Financial Risk, Credit Analysis, Risk Management, Portfolio Management, Credit Risk, Financial Analysis, Loans, Commercial Banking, Consumer Lending, Business Process..., Retail Banking
Education
Campbell University
Master of Business Administration (MBA)
Campbell University
Bachelor of Business Administration (B.B.A.), Trust Management
Steve Jaffe's Merrill Lynch Experience February 1997 - February 1998
Job FX Pricing and Risk Developer at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch December 2014 - Present
Morgan Stanley April 2014 - November 2014
RiskSpan April 2009 - March 2014
Barclays Capital April 2005 - April 2009
Goldman Sachs September 2000 - April 2004
CIBC World Markets February 1998 - September 2000
CIBC 1997 - 1999
Merrill Lynch February 1997 - February 1998
Greenwich Capital September 1996 - September 1997
Financial Sciences September 1994 - September 1996
Skills
C++, Perl, Python, Quantitative Finance, Electronic Trading, R, Quantitative Analysis, Derivatives, Fixed Income, Quantitative Analytics, Trading Systems, Credit Risk, Trading, VBA, Structured Products, Market Risk, Capital Markets, FX Options, Interest Rate..., Options, Credit Derivatives, Bloomberg, Market Data, Equities, Hedge Funds
Education
New York University 1982 — 1989
Ph.D., Mathematics
University of Cambridge 1978 — 1979
M.Phil., Control Engineering
Caltech 1973 — 1977
B.S., Biology
Aragon High School 1970 — 1974
Bank of America Merrill Lynch December 2014 - Present
Morgan Stanley April 2014 - November 2014
RiskSpan April 2009 - March 2014
Barclays Capital April 2005 - April 2009
Goldman Sachs September 2000 - April 2004
CIBC World Markets February 1998 - September 2000
CIBC 1997 - 1999
Merrill Lynch February 1997 - February 1998
Greenwich Capital September 1996 - September 1997
Financial Sciences September 1994 - September 1996
Skills
C++, Perl, Python, Quantitative Finance, Electronic Trading, R, Quantitative Analysis, Derivatives, Fixed Income, Quantitative Analytics, Trading Systems, Credit Risk, Trading, VBA, Structured Products, Market Risk, Capital Markets, FX Options, Interest Rate..., Options, Credit Derivatives, Bloomberg, Market Data, Equities, Hedge Funds
Education
New York University 1982 — 1989
Ph.D., Mathematics
University of Cambridge 1978 — 1979
M.Phil., Control Engineering
Caltech 1973 — 1977
B.S., Biology
Aragon High School 1970 — 1974
Rick Molakala's Merrill Lynch Experience September 2000 - March 2001
Job Investments
Industry Financial Services
Experience
Private. June 2008 - December 2014
IEX Group, Inc. June 2013 - August 2014
Landmark Real Estate Fund June 2008 - March 2011
Lehman Brothers April 2007 - June 2008
Lehman Brothers April 2006 - April 2007
Lehman Brothers July 2005 - April 2006
Lehman Brothers March 2001 - June 2005
Merrill Lynch September 2000 - March 2001
UBS September 1997 - September 2000
Nikko Securities April 1995 - September 1997
Skills
Private Equity, Equities, Trading, Due Diligence, Investments, Business Strategy, Mergers & Acquisitions, Financial Modeling, Asset Management, Business Development, Investment Banking, Venture Capital, Strategy
Education
Canisius College 1987 — 1991
BSC, Finance
Williamsville South High School
Private. June 2008 - December 2014
IEX Group, Inc. June 2013 - August 2014
Landmark Real Estate Fund June 2008 - March 2011
Lehman Brothers April 2007 - June 2008
Lehman Brothers April 2006 - April 2007
Lehman Brothers July 2005 - April 2006
Lehman Brothers March 2001 - June 2005
Merrill Lynch September 2000 - March 2001
UBS September 1997 - September 2000
Nikko Securities April 1995 - September 1997
Skills
Private Equity, Equities, Trading, Due Diligence, Investments, Business Strategy, Mergers & Acquisitions, Financial Modeling, Asset Management, Business Development, Investment Banking, Venture Capital, Strategy
Education
Canisius College 1987 — 1991
BSC, Finance
Williamsville South High School
Dan Kleiman's Merrill Lynch Experience August 2011 - Present
Job MBS Strategies at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
NxGen Modular 2010 - August 2011
Continuity Partners 2009 - May 2010
Integrated Training Center June 2006 - July 2007
Uralsib 2007 - 2007
JP Morgan 2001 - 2006
Lehman Brothers 1998 - 2001
Education
Stanford University 2008 — 2009
MS
Caltech 1994 — 1998
BS
Merrill Lynch August 2011 - Present
NxGen Modular 2010 - August 2011
Continuity Partners 2009 - May 2010
Integrated Training Center June 2006 - July 2007
Uralsib 2007 - 2007
JP Morgan 2001 - 2006
Lehman Brothers 1998 - 2001
Education
Stanford University 2008 — 2009
MS
Caltech 1994 — 1998
BS
Minas Kaloosian's Merrill Lynch Experience July 2004 - 2007
Job Owner, Hydro Heaven Spas & Stoves
Industry Retail
Experience
Monarch Dunes Golf Course & Grille January 2014 - Present
Hydro Heaven Spas & Stoves May 2004 - Present
Merrill Lynch July 2004 - 2007
Spenser Communications June 2002 - June 2004
Avaya October 2000 - April 2002
Lucent Technologies July 1998 - September 2000
Skills
Strategic Planning, Investments, Strategy, Finance, Solution Selling, Sales, Selling, CRM, Managed Services, New Business Development, Team Building
Education
California State University-San Bernardino 1995 — 1998
BA, Business Administration
Monarch Dunes Golf Course & Grille January 2014 - Present
Hydro Heaven Spas & Stoves May 2004 - Present
Merrill Lynch July 2004 - 2007
Spenser Communications June 2002 - June 2004
Avaya October 2000 - April 2002
Lucent Technologies July 1998 - September 2000
Skills
Strategic Planning, Investments, Strategy, Finance, Solution Selling, Sales, Selling, CRM, Managed Services, New Business Development, Team Building
Education
California State University-San Bernardino 1995 — 1998
BA, Business Administration
Cathy Bolz's Merrill Lynch Experience 2000 - 2003
Job Global Head of Benefits at Bloomberg LP
Industry Financial Services
Experience
Bank of America Merrill Lynch 2011 - 2013
BlackRock, Inc. 2006 - 2011
Platinum Reinsurance 2003 - 2006
Merrill Lynch 2000 - 2003
Morgan Stanley 1994 - 2000
Skills
Employee Benefits, Human Resources, Performance Management, Mergers & Acquisitions, HRIS, Deferred Compensation, Succession Planning, 401k, Financial Services, Executive Pay, CRM, Employee Engagement, Employee Relations, Strategic Planning, Asset Management, Equities, Talent Acquisition, Talent Management, Benefits Administration, Onboarding, Management, HR Transformation, Non-Qualified Deferred..., Change Management, Personnel Management, Project Management
Education
Canisius College 1988 — 1989
MBA
Canisius College 1982 — 1985
BS, Accounting
Bank of America Merrill Lynch 2011 - 2013
BlackRock, Inc. 2006 - 2011
Platinum Reinsurance 2003 - 2006
Merrill Lynch 2000 - 2003
Morgan Stanley 1994 - 2000
Skills
Employee Benefits, Human Resources, Performance Management, Mergers & Acquisitions, HRIS, Deferred Compensation, Succession Planning, 401k, Financial Services, Executive Pay, CRM, Employee Engagement, Employee Relations, Strategic Planning, Asset Management, Equities, Talent Acquisition, Talent Management, Benefits Administration, Onboarding, Management, HR Transformation, Non-Qualified Deferred..., Change Management, Personnel Management, Project Management
Education
Canisius College 1988 — 1989
MBA
Canisius College 1982 — 1985
BS, Accounting
R. Ward Flintom's Merrill Lynch Experience November 1993 - January 2001
Job Vice President at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney January 2001 - Present
Merrill Lynch November 1993 - January 2001
Education
Campbell University 1983 — 1987
Cary Senior High School 1980 — 1983
Morgan Stanley Smith Barney January 2001 - Present
Merrill Lynch November 1993 - January 2001
Education
Campbell University 1983 — 1987
Cary Senior High School 1980 — 1983
Guanghua Gao's Merrill Lynch Experience March 2012 - Present
Job Senior Trader at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Deutsche Bank September 2011 - February 2012
Bank of America Merrill Lynch May 2010 - September 2011
CICC 2009 - 2010
QVT Financial LP May 2005 - February 2009
Caxton Associates/ART Advisors LLC May 1998 - May 2005
Integral Development Corporation 1997 - 1998
Education
California Institute of Technology 1991 — 2007
Ph.D., Physics
University of Science and Technology of China 1984 — 1989
BS, Modern Physics
Merrill Lynch March 2012 - Present
Deutsche Bank September 2011 - February 2012
Bank of America Merrill Lynch May 2010 - September 2011
CICC 2009 - 2010
QVT Financial LP May 2005 - February 2009
Caxton Associates/ART Advisors LLC May 1998 - May 2005
Integral Development Corporation 1997 - 1998
Education
California Institute of Technology 1991 — 2007
Ph.D., Physics
University of Science and Technology of China 1984 — 1989
BS, Modern Physics
Jerrell Watts's Merrill Lynch Experience February 2006 - August 2008
Job Quantitative Researcher at Citadel Investment Group
Industry Financial Services
Experience
Citadel Investment Group August 2008 - Present
Merrill Lynch February 2006 - August 2008
Lehman Brothers April 2002 - February 2006
Morgan Stanley August 1999 - March 2002
D. E. Shaw & Co. March 1998 - August 1999
Skills
Derivatives, Trading Systems, Distributed Systems, Market Making, Electronic Trading, Trading Strategies, Equity Trading, FX trading, Proprietary Trading, Equity Derivatives, High Frequency Trading, Statistical Arbitrage
Education
Caltech 1994 — 1998
MS, PhD, Computer Science
The University of Texas at Austin 1990 — 1994
BS, Computer Science
Citadel Investment Group August 2008 - Present
Merrill Lynch February 2006 - August 2008
Lehman Brothers April 2002 - February 2006
Morgan Stanley August 1999 - March 2002
D. E. Shaw & Co. March 1998 - August 1999
Skills
Derivatives, Trading Systems, Distributed Systems, Market Making, Electronic Trading, Trading Strategies, Equity Trading, FX trading, Proprietary Trading, Equity Derivatives, High Frequency Trading, Statistical Arbitrage
Education
Caltech 1994 — 1998
MS, PhD, Computer Science
The University of Texas at Austin 1990 — 1994
BS, Computer Science
Sheldon Okada's Merrill Lynch Experience 2000 - 2002
Job Assoc. Director, Commercial Planning & Operations Gilead Sciences
Industry Biotechnology
Experience
Gilead Sciences 2003 - Present
Merrill Lynch 2000 - 2002
Education
Caltech 1998 — 2000
MS, Chemistry
University of California, Berkeley 1994 — 1997
Bachelors, Molecular and Cell Biology - Biochemistry
Gilead Sciences 2003 - Present
Merrill Lynch 2000 - 2002
Education
Caltech 1998 — 2000
MS, Chemistry
University of California, Berkeley 1994 — 1997
Bachelors, Molecular and Cell Biology - Biochemistry
Suvir Venkataraman's Merrill Lynch Experience June 2003 - August 2003
Job Research Scientist at the California Institute of Technology
Industry Research
Experience
Harley Street Fertility Clinic April 2011 - Present
California Institute of Technology June 2010 - February 2011
California Institute of Technology July 2009 - August 2010
California Institute of Technology October 2003 - December 2009
Merrill Lynch June 2003 - August 2003
Skills
Nanotechnology, Microfluidics, Fluorescence Microscopy, Experimentation, Microscopy, Cell Culture, Molecular Biology, Numerical Analysis
Education
Caltech 2003 — 2008
PhD, Bioengineering
Imperial College London 2000 — 2003
BEng, Mechanical Engineering
Harley Street Fertility Clinic April 2011 - Present
California Institute of Technology June 2010 - February 2011
California Institute of Technology July 2009 - August 2010
California Institute of Technology October 2003 - December 2009
Merrill Lynch June 2003 - August 2003
Skills
Nanotechnology, Microfluidics, Fluorescence Microscopy, Experimentation, Microscopy, Cell Culture, Molecular Biology, Numerical Analysis
Education
Caltech 2003 — 2008
PhD, Bioengineering
Imperial College London 2000 — 2003
BEng, Mechanical Engineering
Zack Sanabia's Merrill Lynch Experience 1990 - 1992
Job Director of Finance at Molina Healthcare
Industry Financial Services
Experience
Molina Healthcare September 2010 - Present
Molina Healthcare September 2010 - Present
Brighton Staffing April 2010 - December 2010
Cornerstone Real Estate Funds June 2008 - May 2009
Robert Half Management Resources 2007 - 2008
ETC Golf 2004 - 2007
Juice it Up 2003 - 2004
Merrill Lynch 1990 - 1992
Skills
Budgets, Finance, Financial Analysis, Healthcare, Medicare, Customer Service, Accounting, SDLC, Financial Reporting, Process Improvement, Program Management, Strategic Planning, Team Building, Insurance, Leadership, Sales Management, Management, Data Analysis, Sales, Project Management
Education
California State University-San Bernardino - College of Business and Public Administration 1990 — 1995
Molina Healthcare September 2010 - Present
Molina Healthcare September 2010 - Present
Brighton Staffing April 2010 - December 2010
Cornerstone Real Estate Funds June 2008 - May 2009
Robert Half Management Resources 2007 - 2008
ETC Golf 2004 - 2007
Juice it Up 2003 - 2004
Merrill Lynch 1990 - 1992
Skills
Budgets, Finance, Financial Analysis, Healthcare, Medicare, Customer Service, Accounting, SDLC, Financial Reporting, Process Improvement, Program Management, Strategic Planning, Team Building, Insurance, Leadership, Sales Management, Management, Data Analysis, Sales, Project Management
Education
California State University-San Bernardino - College of Business and Public Administration 1990 — 1995
Nathan Wiles's Merrill Lynch Experience January 2003 - March 2003
Job Experienced Business Administrator, Project Accountant, Writer, MFA Graduate
Industry Accounting
Experience
Albuquerque Public Schools April 2014 - May 2014
M&K Industries September 2013 - March 2014
Frye / Wiles Marketing & Design February 2006 - June 2013
Frontier Homes / Emprie Land April 2004 - February 2006
Merrill Lynch January 2003 - March 2003
Skills
Copywriting, Microsoft Excel, Microsoft Office, Accounting, Operations Management, Operational Excellence, Purchasing, Accounts Payable, Analysis, Social Media, WordPress, Microsoft Word, Project Management, Billing Process, Office Management, Finance, Accounts Receivable, Writing, Creative Writing, Business Planning, Editing, English, Access, PowerPoint, Research, Marketing Strategy, User Experience, Selling, Adobe Creative Suite, Web Design, Branding & Identity, P&L
Education
Queens University of Charlotte 2011 — 2013
Master of Fine Arts (MFA), Creative Writing
California State University-San Bernardino 1997 — 2003
Bachelor of Science, Finance, General
North Carolina State University 1999 — 2000
Accounting, Finance
GTCC
Albuquerque Public Schools April 2014 - May 2014
M&K Industries September 2013 - March 2014
Frye / Wiles Marketing & Design February 2006 - June 2013
Frontier Homes / Emprie Land April 2004 - February 2006
Merrill Lynch January 2003 - March 2003
Skills
Copywriting, Microsoft Excel, Microsoft Office, Accounting, Operations Management, Operational Excellence, Purchasing, Accounts Payable, Analysis, Social Media, WordPress, Microsoft Word, Project Management, Billing Process, Office Management, Finance, Accounts Receivable, Writing, Creative Writing, Business Planning, Editing, English, Access, PowerPoint, Research, Marketing Strategy, User Experience, Selling, Adobe Creative Suite, Web Design, Branding & Identity, P&L
Education
Queens University of Charlotte 2011 — 2013
Master of Fine Arts (MFA), Creative Writing
California State University-San Bernardino 1997 — 2003
Bachelor of Science, Finance, General
North Carolina State University 1999 — 2000
Accounting, Finance
GTCC
Chiyan Luo's Merrill Lynch Experience 2004 - Present
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2004 - Present
Bank of America Merrill Lynch 2004 - Present
Skills
Quantitative Finance, Fixed Income, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Hedge Funds, Interest Rate..., Options, Structured Products, Trading Systems, Trading, FX Options, Electronic Trading, Market Risk
Education
Massachusetts Institute of Technology 2000 — 2004
Ph.D., Physics
Caltech 1997 — 2000
B.S., Physics
Merrill Lynch 2004 - Present
Bank of America Merrill Lynch 2004 - Present
Skills
Quantitative Finance, Fixed Income, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Hedge Funds, Interest Rate..., Options, Structured Products, Trading Systems, Trading, FX Options, Electronic Trading, Market Risk
Education
Massachusetts Institute of Technology 2000 — 2004
Ph.D., Physics
Caltech 1997 — 2000
B.S., Physics
H Seth F Barnes's Merrill Lynch Experience August 1991 - August 2006
Job Managing Director, Market Manager for Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC December 2008 - Present
Morgan Stanley September 2006 - November 2008
Merrill Lynch August 1991 - August 2006
Skills
Investments
Education
Canisius College 1985 — 1989
BA, Political Science
The Principia Upper School 1980 — 1984
HS Diploma
Wells Fargo Advisors LLC December 2008 - Present
Morgan Stanley September 2006 - November 2008
Merrill Lynch August 1991 - August 2006
Skills
Investments
Education
Canisius College 1985 — 1989
BA, Political Science
The Principia Upper School 1980 — 1984
HS Diploma
Paul Sciarratta's Merrill Lynch Experience October 2009 - December 2011
Job
Industry Financial Services
Experience
Citadel Investment Group December 2011 - August 2012
Merrill Lynch October 2009 - December 2011
Citigroup September 2007 - October 2009
Deloitte August 2005 - September 2007
Skills
Equity Research, Financial Modeling, Valuation, Equities, Hedge Funds, Capital Markets, Investment Banking, Fundamental Analysis, Series 7, Corporate Finance, Derivatives, Portfolio Management, Private Equity, Financial Analysis, Equity Valuation
Education
Canisius College 2007 — 2008
MBA, Finance
University at Buffalo 2001 — 2005
BS, Finance/Accounting
CPA - New York State
Citadel Investment Group December 2011 - August 2012
Merrill Lynch October 2009 - December 2011
Citigroup September 2007 - October 2009
Deloitte August 2005 - September 2007
Skills
Equity Research, Financial Modeling, Valuation, Equities, Hedge Funds, Capital Markets, Investment Banking, Fundamental Analysis, Series 7, Corporate Finance, Derivatives, Portfolio Management, Private Equity, Financial Analysis, Equity Valuation
Education
Canisius College 2007 — 2008
MBA, Finance
University at Buffalo 2001 — 2005
BS, Finance/Accounting
CPA - New York State
Daniel Yi's Merrill Lynch Experience July 2011 - Present
Job Currency and Interest Rates Trader at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Deutsche Bank Securities February 2008 - June 2011
Deutsche Bank June 2006 - August 2006
Los Angeles Urban League June 2005 - August 2005
Caltech Computational Materials and Design Facility June 2005 - August 2005
Summer Undergraduate Research Fellowship - Caltech June 2004 - August 2004
Skills
Trading, FX, Currency, VBA, Derivatives, Interest Rate..., Fixed Income, Structured Products, Options, Swaps, Bloomberg, FX trading, Global Macro, Trading Systems, Quantitative Finance, Interest Rate Swaps, Market Making, Hedging, FX Options
Education
Caltech 2003 — 2007
BS, Applied Mathematics
Merrill Lynch July 2011 - Present
Deutsche Bank Securities February 2008 - June 2011
Deutsche Bank June 2006 - August 2006
Los Angeles Urban League June 2005 - August 2005
Caltech Computational Materials and Design Facility June 2005 - August 2005
Summer Undergraduate Research Fellowship - Caltech June 2004 - August 2004
Skills
Trading, FX, Currency, VBA, Derivatives, Interest Rate..., Fixed Income, Structured Products, Options, Swaps, Bloomberg, FX trading, Global Macro, Trading Systems, Quantitative Finance, Interest Rate Swaps, Market Making, Hedging, FX Options
Education
Caltech 2003 — 2007
BS, Applied Mathematics
Bill Hecklick's Merrill Lynch Experience April 2011 - May 2012
Job Financial Consultant
Industry Financial Services
Experience
Citizens Investment Services June 2014 - Present
WesBanco March 2013 - June 2014
First Niagara April 2012 - March 2013
Merrill Lynch April 2011 - May 2012
Bridgeville Rollerplex October 2007 - July 2011
National Polymers, Inc. 2001 - April 2011
Comcast 2009 - 2010
Iceoplex at Southpointe LLC 2005 - 2007
Skills
Customer Service, Investments, Negotiation, Sales, Financial Analysis, Microsoft Office, New Business Development, Strategic Planning, Project Management, Management, Team Building, Financial Modeling, Salesforce.com, Account Management, Forecasting, Finance, Banking, Marketing Strategy, Sales Management
Education
California University of Pennsylvania 1999 — 2003
Bachelor of Arts, International Business
Citizens Investment Services June 2014 - Present
WesBanco March 2013 - June 2014
First Niagara April 2012 - March 2013
Merrill Lynch April 2011 - May 2012
Bridgeville Rollerplex October 2007 - July 2011
National Polymers, Inc. 2001 - April 2011
Comcast 2009 - 2010
Iceoplex at Southpointe LLC 2005 - 2007
Skills
Customer Service, Investments, Negotiation, Sales, Financial Analysis, Microsoft Office, New Business Development, Strategic Planning, Project Management, Management, Team Building, Financial Modeling, Salesforce.com, Account Management, Forecasting, Finance, Banking, Marketing Strategy, Sales Management
Education
California University of Pennsylvania 1999 — 2003
Bachelor of Arts, International Business
Tom Luke's Merrill Lynch Experience May 2008 - March 2012
Job Chief Risk Officer at Alphadyne Asset Management
Industry Financial Services
Experience
Alphadyne Asset Management May 2012 - Present
Merrill Lynch May 2008 - March 2012
Deutsche Bank 2004 - 2008
Goldman Sachs 2002 - 2004
JP Morgan 1996 - 2002
JPMorgan 1996 - 2002
Skills
Derivatives, Fixed Income, Structured Products, Capital Markets, Credit Derivatives, Hedge Funds, Bonds, Swaps, FX Options, Investment Banking, Equity Derivatives, Market Risk, Trading, Alternative Investments, Financial Modeling, Financial Risk, Financial Structuring, Hedging, Options
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
SM, Finance
Massachusetts Institute of Technology 1986 — 1994
PHD, Physcis
California Institute of Technology 1982 — 1986
B.SC, Physics
Alphadyne Asset Management May 2012 - Present
Merrill Lynch May 2008 - March 2012
Deutsche Bank 2004 - 2008
Goldman Sachs 2002 - 2004
JP Morgan 1996 - 2002
JPMorgan 1996 - 2002
Skills
Derivatives, Fixed Income, Structured Products, Capital Markets, Credit Derivatives, Hedge Funds, Bonds, Swaps, FX Options, Investment Banking, Equity Derivatives, Market Risk, Trading, Alternative Investments, Financial Modeling, Financial Risk, Financial Structuring, Hedging, Options
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
SM, Finance
Massachusetts Institute of Technology 1986 — 1994
PHD, Physcis
California Institute of Technology 1982 — 1986
B.SC, Physics
David Siwiec's Merrill Lynch Experience June 2008 - Present
Job Senior Vice President, PIA Portfolio Manager at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch June 2008 - Present
Smith Barney March 1992 - June 2008
Skills
Alternative Investments, Series 7, Asset Allocation, Wealth Management, Mutual Funds, Economics, Investment Advisory, Separately Managed..., Investment Strategies, Series 63, Hedge Funds
Education
Canisius College 1988 — 1992
Merrill Lynch June 2008 - Present
Smith Barney March 1992 - June 2008
Skills
Alternative Investments, Series 7, Asset Allocation, Wealth Management, Mutual Funds, Economics, Investment Advisory, Separately Managed..., Investment Strategies, Series 63, Hedge Funds
Education
Canisius College 1988 — 1992
Thomas R. Pate, CLU's Merrill Lynch Experience July 1987 - July 1999
Job SVP at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage April 2005 - Present
Morgan Stanley January 2001 - April 2005
Merrill Lynch July 1987 - July 1999
E.F. Hutton January 1985 - June 1987
Skills
Fixed Annuities, Insurance, Retirement Planning, Long-term Care, Series 63, Retirement, Life Insurance, Series 7, Disability Insurance, Term Life Insurance, Wealth Management, Long Term Care Insurance, Whole Life, Financial Planners, Underwriting, IRAs, Universal Life, Estate Planning, Mutual Funds, Investments, Financial Services, Financial Planning, Variable Annuities, 401k
Education
North Carolina State University 1959 — 1962
Campbell University
North Carolina State University
Highland Capital Brokerage April 2005 - Present
Morgan Stanley January 2001 - April 2005
Merrill Lynch July 1987 - July 1999
E.F. Hutton January 1985 - June 1987
Skills
Fixed Annuities, Insurance, Retirement Planning, Long-term Care, Series 63, Retirement, Life Insurance, Series 7, Disability Insurance, Term Life Insurance, Wealth Management, Long Term Care Insurance, Whole Life, Financial Planners, Underwriting, IRAs, Universal Life, Estate Planning, Mutual Funds, Investments, Financial Services, Financial Planning, Variable Annuities, 401k
Education
North Carolina State University 1959 — 1962
Campbell University
North Carolina State University
Carratta Powell, MHA's Merrill Lynch Experience July 2004 - March 2008
Job Relationship Funding Specialist at Hyundai Capital America
Industry Financial Services
Experience
Hyundai Motor America April 2011 - Present
AT&T Wireless April 2010 - April 2011
Merrill Lynch July 2004 - March 2008
Raritan Bay Medical Center January 2002 - September 2007
Merrill Lynch July 2001 - July 2006
Catholic Charities December 1996 - April 2001
Skills
Outlook, Microsoft Office, Strategic Planning, Customer Service, Customer Satisfaction, Microsoft Excel, Access, Portfolio Management, Analysis, Healthcare, Leadership, Sales, Research, Process Improvement, Data Analysis, Public Speaking, Team Building, Management, Program Management
Education
Capella University 2009 — 2012
Health Administration, Healthcare finance, Helathcare Communications, Healthcare Management
Capella University 2009 — 2012
Masters in Human Services, Health Care Administratiom
Devry institute of Technology 1997 — 1999
Associates, Computer Information Systems
Lincoln University 1990 — 1994
Bachelor of Science, Sociology
Hyundai Motor America April 2011 - Present
AT&T Wireless April 2010 - April 2011
Merrill Lynch July 2004 - March 2008
Raritan Bay Medical Center January 2002 - September 2007
Merrill Lynch July 2001 - July 2006
Catholic Charities December 1996 - April 2001
Skills
Outlook, Microsoft Office, Strategic Planning, Customer Service, Customer Satisfaction, Microsoft Excel, Access, Portfolio Management, Analysis, Healthcare, Leadership, Sales, Research, Process Improvement, Data Analysis, Public Speaking, Team Building, Management, Program Management
Education
Capella University 2009 — 2012
Health Administration, Healthcare finance, Helathcare Communications, Healthcare Management
Capella University 2009 — 2012
Masters in Human Services, Health Care Administratiom
Devry institute of Technology 1997 — 1999
Associates, Computer Information Systems
Lincoln University 1990 — 1994
Bachelor of Science, Sociology
Trista Lysek's Merrill Lynch Experience November 2007 - July 2008
Job Business Development Banking
Industry Banking
Experience
JP Mortgage Chase December 2008 - Present
Merrill Lynch November 2007 - July 2008
Bear Stearns March 2007 - November 2007
Fremont Investment and Loan August 2003 - March 2007
Arrow Electronics July 1999 - August 2003
Education
California State University-San Bernardino - College of Business and Public Administration 1992 — 1995
BA, International Marketing and Japanese
JP Mortgage Chase December 2008 - Present
Merrill Lynch November 2007 - July 2008
Bear Stearns March 2007 - November 2007
Fremont Investment and Loan August 2003 - March 2007
Arrow Electronics July 1999 - August 2003
Education
California State University-San Bernardino - College of Business and Public Administration 1992 — 1995
BA, International Marketing and Japanese
Shane Wagner, CPM®'s Merrill Lynch Experience October 2002 - Present
Job Sr. Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2002 - Present
Skills
Investment Strategies, Wealth Accumulation, Retirement, 401k Rollovers, IRAs, Estate Planning, Education Funding, Saving for Education, Wealth Management...
Education
UNCC 1994 — 1996
Bachelor's degree, English Literature
Columbia University in the City of New York 2012 — 2012
Academy of Certified Portfolio Managers
Campbell University 1988 — 1990
Merrill Lynch October 2002 - Present
Skills
Investment Strategies, Wealth Accumulation, Retirement, 401k Rollovers, IRAs, Estate Planning, Education Funding, Saving for Education, Wealth Management...
Education
UNCC 1994 — 1996
Bachelor's degree, English Literature
Columbia University in the City of New York 2012 — 2012
Academy of Certified Portfolio Managers
Campbell University 1988 — 1990
Bill Booker's Merrill Lynch Experience September 2005 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2005 - Present
Merrill Lynch October 1981 - January 2003
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1981
M.B.A., Finance
California University of Pennsylvania 1971 — 1974
BA, Political Science
Merrill Lynch September 2005 - Present
Merrill Lynch October 1981 - January 2003
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1981
M.B.A., Finance
California University of Pennsylvania 1971 — 1974
BA, Political Science
Dale Belz's Merrill Lynch Experience August 1991 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1991 - Present
Education
State University of New York College at Buffalo 1976 — 1978
MA, Economics
Canisius College
BS, Business Administration
Merrill Lynch August 1991 - Present
Education
State University of New York College at Buffalo 1976 — 1978
MA, Economics
Canisius College
BS, Business Administration
Sebastian Fasanello's Merrill Lynch Experience December 1996 - Present
Job First Vice President & Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 1996 - Present
Phillips Lytle LLP September 1991 - December 1996
Skills
Wealth Management, Investments, Investment Advisory, Mutual Funds, Series 7, Retirement Planning
Education
State University of New York at Buffalo - Law School 1988 — 1991
Doctor of Law (JD), Law
Temple University 1985 — 1987
Master's degree, Psychology
Canisius College 1981 — 1985
Bachelor of Arts (BA), Psychology
Merrill Lynch December 1996 - Present
Phillips Lytle LLP September 1991 - December 1996
Skills
Wealth Management, Investments, Investment Advisory, Mutual Funds, Series 7, Retirement Planning
Education
State University of New York at Buffalo - Law School 1988 — 1991
Doctor of Law (JD), Law
Temple University 1985 — 1987
Master's degree, Psychology
Canisius College 1981 — 1985
Bachelor of Arts (BA), Psychology
William Booker's Merrill Lynch Experience July 2005 - April 2010
Job Financial Advisor at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc. April 2010 - Present
Merrill Lynch July 2005 - April 2010
Merrill Lynch 1992 - 2003
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1981
Master of Business Administration, Finance
California University of Pennsylvania 1970 — 1974
Bachelor of Arts, Political Science
UBS Financial Services Inc. April 2010 - Present
Merrill Lynch July 2005 - April 2010
Merrill Lynch 1992 - 2003
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1981
Master of Business Administration, Finance
California University of Pennsylvania 1970 — 1974
Bachelor of Arts, Political Science
Terri Wojciechowicz's Merrill Lynch Experience 2007 - October 2011
Job Graphic Designer at BlackRock
Industry Graphic Design
Experience
BlackRock January 2012 - Present
Merrill Lynch 2007 - October 2011
Frank advertising 2007 - 2008
Lenox Incorporated 1987 - 2006
Skills
Project Management, Graphic Design, Photoshop, Leadership, Strategy, Creative Direction, Advertising, Brochures, Corporate Branding, Packaging, Graphics, Art Direction, Logo Design, Layout, QuarkXPress
Education
Camden County College
Mercer County Community College
The College of New Jersey
BA
BlackRock January 2012 - Present
Merrill Lynch 2007 - October 2011
Frank advertising 2007 - 2008
Lenox Incorporated 1987 - 2006
Skills
Project Management, Graphic Design, Photoshop, Leadership, Strategy, Creative Direction, Advertising, Brochures, Corporate Branding, Packaging, Graphics, Art Direction, Logo Design, Layout, QuarkXPress
Education
Camden County College
Mercer County Community College
The College of New Jersey
BA
Dustin Zwier's Merrill Lynch Experience May 2008 - August 2008
Job School Technology Consultant
Industry Financial Services
Experience
Groupon October 2010 - January 2011
Merrill Lynch May 2008 - August 2008
Skills
Forecasting
Education
Calvin College 2006 — 2010
BA, Double Major in Business and Psychology with a concentration in finance
Groupon October 2010 - January 2011
Merrill Lynch May 2008 - August 2008
Skills
Forecasting
Education
Calvin College 2006 — 2010
BA, Double Major in Business and Psychology with a concentration in finance
Brad McNary's Merrill Lynch Experience June 2003 - June 2007
Job Sales & Customer Service at Champtires.com
Industry Automotive
Experience
Champtires.com October 2010 - April 2012
Blockbuster November 2007 - April 2009
Merrill Lynch June 2003 - June 2007
Skills
Sales, Customer Service, Call Centers, Customer Retention, Customer Satisfaction, Customer Experience
Education
California University of Pennsylvania 2002 — 2003
Business
The Ohio State University 1998 — 2002
Computer Engineering
Champtires.com October 2010 - April 2012
Blockbuster November 2007 - April 2009
Merrill Lynch June 2003 - June 2007
Skills
Sales, Customer Service, Call Centers, Customer Retention, Customer Satisfaction, Customer Experience
Education
California University of Pennsylvania 2002 — 2003
Business
The Ohio State University 1998 — 2002
Computer Engineering
Tom Grubb, CRPC's Merrill Lynch Experience May 2008 - Present
Job Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2008 - Present
Skills
Series 7, Thomson One, Wealth Management, Morningstar
Education
Campbell University 1992 — 2007
Bachelor of Business Administration (B.B.A.)
Flagler College
Associate's degree
Merrill Lynch May 2008 - Present
Skills
Series 7, Thomson One, Wealth Management, Morningstar
Education
Campbell University 1992 — 2007
Bachelor of Business Administration (B.B.A.)
Flagler College
Associate's degree
David J. Franko's Merrill Lynch Experience August 2004 - May 2011
Job Vice President at Sage Investment Grouip
Industry Investment Management
Experience
Sage Investment Group 2011 - Present
Cadaret Grant 2011 - Present
Merrill Lynch August 2004 - May 2011
Skills
Securities, Financial Analysis, Investments, Finance, Strategic Financial..., Portfolio Management, Wealth Management, Series 7, Fixed Annuities, Life Insurance, Estate Planning, 401k, Mutual Funds, Series 63, Retirement Planning
Education
University at Buffalo 1966 — 1968
Master of Science (M.S.), Human Factors Engineering
Canisius College
Master of Business Administration (MBA), Finance and Organizational Behavior
Certified Financial Planner Board of Standards, Inc
Certified Financial Planner Designation, i. e. CFP(r), Financial Planning and Services
Sage Investment Group 2011 - Present
Cadaret Grant 2011 - Present
Merrill Lynch August 2004 - May 2011
Skills
Securities, Financial Analysis, Investments, Finance, Strategic Financial..., Portfolio Management, Wealth Management, Series 7, Fixed Annuities, Life Insurance, Estate Planning, 401k, Mutual Funds, Series 63, Retirement Planning
Education
University at Buffalo 1966 — 1968
Master of Science (M.S.), Human Factors Engineering
Canisius College
Master of Business Administration (MBA), Finance and Organizational Behavior
Certified Financial Planner Board of Standards, Inc
Certified Financial Planner Designation, i. e. CFP(r), Financial Planning and Services
Joel VanderBand's Merrill Lynch Experience 2011 - 2012
Job CoFounder at Red Apron
Industry Food & Beverages
Experience
Red Apron January 2013 - Present
Merrill Lynch 2011 - 2012
ESI Financial 2010 - 2011
AXA Advisors 2008 - 2010
Skills
Financial Advisory, Leadership, Mutual Funds, Retirement, Series 7, Financial Accounting, Accounting, Financial Analysis, Insurance, Auditing, Marketing, Investments, Investment Advisory, Finance
Education
Calvin College 2004 — 2008
Bachelor's degree, Business- Finance
Western Michigan Christian
Red Apron January 2013 - Present
Merrill Lynch 2011 - 2012
ESI Financial 2010 - 2011
AXA Advisors 2008 - 2010
Skills
Financial Advisory, Leadership, Mutual Funds, Retirement, Series 7, Financial Accounting, Accounting, Financial Analysis, Insurance, Auditing, Marketing, Investments, Investment Advisory, Finance
Education
Calvin College 2004 — 2008
Bachelor's degree, Business- Finance
Western Michigan Christian
Ray Vander Weele's Merrill Lynch Experience 1994 - December 2001
Job Adjunct Professor of Finance at Calvin College
Industry Financial Services
Experience
Cornerstone University January 2007 - Present
Calvin College 2012 - 2013
Merrill Lynch 1994 - December 2001
Education
University of Wisconsin-Madison 1965 — 1972
PhD, Accounting
Northwestern University - Kellogg School of Management 1959 — 1961
MBA, Finance
Calvin College 1954 — 1959
AB, Economics, Philosphy, German
Cornerstone University January 2007 - Present
Calvin College 2012 - 2013
Merrill Lynch 1994 - December 2001
Education
University of Wisconsin-Madison 1965 — 1972
PhD, Accounting
Northwestern University - Kellogg School of Management 1959 — 1961
MBA, Finance
Calvin College 1954 — 1959
AB, Economics, Philosphy, German
Robert Hamer's Merrill Lynch Experience June 2001 - June 2007
Job Managing Member at Sunset Partners Capital Management LLC
Industry Investment Management
Experience
Sunset Partners Capital Management July 2007 - Present
Merrill Lynch June 2001 - June 2007
Morgan Stanley February 1998 - June 2001
RAH Trading Company 1983 - 1998
Skills
Investment Management, Stock Market, Options, Options Strategies, Hedge Funds, Alternative Investments, Portfolio Management, Portfolio Performance..., Equity Derivatives, Mutual Funds, 401k, Retirement Planning
Education
California Western School of Law 1978 — 1981
J.D., Law
San Diego State University-California State University 1975 — 1977
Bachelor's, Psychology
Sunset Partners Capital Management July 2007 - Present
Merrill Lynch June 2001 - June 2007
Morgan Stanley February 1998 - June 2001
RAH Trading Company 1983 - 1998
Skills
Investment Management, Stock Market, Options, Options Strategies, Hedge Funds, Alternative Investments, Portfolio Management, Portfolio Performance..., Equity Derivatives, Mutual Funds, 401k, Retirement Planning
Education
California Western School of Law 1978 — 1981
J.D., Law
San Diego State University-California State University 1975 — 1977
Bachelor's, Psychology
Erick Lore's Merrill Lynch Experience June 2004 - April 2008
Job Lending Manager at JPMorgan Chase
Industry Wholesale
Experience
JPMorgan Chase 2010 - Present
OfficeMax August 2009 - October 2012
Aetna November 2008 - August 2009
Merrill Lynch June 2004 - April 2008
Skills
diligent, customer service focused
Education
Canisius College 1997 — 2001
B/A, Communications, Phychology
Nassau Community College 1997 — 2001
Communications
JPMorgan Chase 2010 - Present
OfficeMax August 2009 - October 2012
Aetna November 2008 - August 2009
Merrill Lynch June 2004 - April 2008
Skills
diligent, customer service focused
Education
Canisius College 1997 — 2001
B/A, Communications, Phychology
Nassau Community College 1997 — 2001
Communications
Robert Register's Merrill Lynch Experience June 2008 - August 2008
Job Student at Campbell University
Industry Banking
Experience
Merrill Lynch June 2008 - August 2008
Education
Campbell University 2005 — 2010
Merrill Lynch June 2008 - August 2008
Education
Campbell University 2005 — 2010
Pamela Taylor's Merrill Lynch Experience June 2011 - Present
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch June 2011 - Present
Morgan Stanley Smith Barney February 2011 - August 2011
Morgan Stanley Smith Barney January 2005 - February 2010
Smith Barney January 2001 - January 2005
Smith Barney August 1995 - January 2001
Education
California State University-San Marcos - College of Business Administration 1990 — 1992
BS, Management
Merrill Lynch June 2011 - Present
Morgan Stanley Smith Barney February 2011 - August 2011
Morgan Stanley Smith Barney January 2005 - February 2010
Smith Barney January 2001 - January 2005
Smith Barney August 1995 - January 2001
Education
California State University-San Marcos - College of Business Administration 1990 — 1992
BS, Management
Nelson, David W.'s Merrill Lynch Experience June 2004 - October 2005
Job Senior Risk Examiner at FDIC
Industry Banking
Experience
Federal Deposit Insurance Corporation January 2014 - Present
Federal Deposit Insurance Corporation September 2012 - January 2014
Federal Deposit Insurance Corporation October 2009 - January 2014
Federal Deposit Insurance Corporation October 2005 - October 2009
Merrill Lynch June 2004 - October 2005
Skills
Banking, Risk Management, Financial Analysis, Customer Service, Leadership, Analysis, Portfolio Management, Business Analysis, Credit Analysis, Finance, Public Speaking, Accounting, Investigation, Information Security..., Technical Writing, Commercial Banking, Loans
Education
California State University-San Bernardino - College of Business and Public Administration 1998 — 2002
Bachelor's Degree, Busines Administration/Accounting
Federal Deposit Insurance Corporation January 2014 - Present
Federal Deposit Insurance Corporation September 2012 - January 2014
Federal Deposit Insurance Corporation October 2009 - January 2014
Federal Deposit Insurance Corporation October 2005 - October 2009
Merrill Lynch June 2004 - October 2005
Skills
Banking, Risk Management, Financial Analysis, Customer Service, Leadership, Analysis, Portfolio Management, Business Analysis, Credit Analysis, Finance, Public Speaking, Accounting, Investigation, Information Security..., Technical Writing, Commercial Banking, Loans
Education
California State University-San Bernardino - College of Business and Public Administration 1998 — 2002
Bachelor's Degree, Busines Administration/Accounting
Derrick Fragala's Merrill Lynch Experience May 1989 - March 1995
Job Vice President at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital May 2009 - Present
Lehman Brothers June 2001 - July 2008
Merrill Lynch May 1989 - March 1995
Education
Caltech 1985 — 1988
B.S., Computer Information Systems
Barclays Capital May 2009 - Present
Lehman Brothers June 2001 - July 2008
Merrill Lynch May 1989 - March 1995
Education
Caltech 1985 — 1988
B.S., Computer Information Systems
Neil Farrell's Merrill Lynch Experience January 2006 - January 2009
Job Financial Advisor & President of Farrell Financial, LLC
Industry Financial Services
Experience
Farrell Financial, LLC May 2014 - Present
Carter Financial Management February 2009 - April 2014
Merrill Lynch January 2006 - January 2009
UBS February 1996 - December 2005
Skills
Retirement Planning, Mutual Funds, Series 7, Wealth Management, Fixed Annuities, Series 63, Retirement, Investments, Financial Analysis, IRAs, Strategic Financial..., Series 6, Securities, Life Insurance, Investment Advisory, Loans, Investment Management, 401k, Wealth, Asset Allocation, Insurance, Disability Insurance, Small Business, Banking, Finance
Education
Canisius College 1988 — 1990
MBA, Finance & Marketing
Canisius College
Bachelor of Science (B.S.), Finance, General
Farrell Financial, LLC May 2014 - Present
Carter Financial Management February 2009 - April 2014
Merrill Lynch January 2006 - January 2009
UBS February 1996 - December 2005
Skills
Retirement Planning, Mutual Funds, Series 7, Wealth Management, Fixed Annuities, Series 63, Retirement, Investments, Financial Analysis, IRAs, Strategic Financial..., Series 6, Securities, Life Insurance, Investment Advisory, Loans, Investment Management, 401k, Wealth, Asset Allocation, Insurance, Disability Insurance, Small Business, Banking, Finance
Education
Canisius College 1988 — 1990
MBA, Finance & Marketing
Canisius College
Bachelor of Science (B.S.), Finance, General
Paul Byrd's Merrill Lynch Experience January 1996 - May 1999
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wellls Fargo Advisors, LLC January 2011 - Present
Morgan Stanley Smith Barney May 1999 - January 2011
Merrill Lynch January 1996 - May 1999
Skills
401k Rollovers, Retirement Planning, 529 Plans, Asset Allocation, Mutual Funds, Retirement, 401k, Financial Advisory, Finance, ETFs, Alternative Investments, Fixed Annuities, IRAs, Fixed Income, Insurance
Education
Cal State San Bernardino 1985 — 1989
BA, Business Administration
Wellls Fargo Advisors, LLC January 2011 - Present
Morgan Stanley Smith Barney May 1999 - January 2011
Merrill Lynch January 1996 - May 1999
Skills
401k Rollovers, Retirement Planning, 529 Plans, Asset Allocation, Mutual Funds, Retirement, 401k, Financial Advisory, Finance, ETFs, Alternative Investments, Fixed Annuities, IRAs, Fixed Income, Insurance
Education
Cal State San Bernardino 1985 — 1989
BA, Business Administration
Mark Ioli, SR's Merrill Lynch Experience January 2009 - October 2010
Job (Retired)
Industry Banking
Experience
Bank of America November 2010 - July 2014
Merrill Lynch January 2009 - October 2010
Home Loan Services, Inc. August 2004 - December 2008
Skills
Paralegal, Consumer Bankruptcy, Mortgage Servicing, Document Review, Foreclosures, Legal Documents, Loan Servicing, Notary Public, Mortgage Lending, Bankruptcy, Mortgage Banking, Loan Origination, Loans, Residential Mortgages, Loss Mitigation, Banking, Refinance
Education
Duquesne University 2001 — 2004
Certificate, Paralegal
California University of Pennsylvania 1966 — 1970
BS in Secondary Education, Secondary Mathematisc
Bank of America November 2010 - July 2014
Merrill Lynch January 2009 - October 2010
Home Loan Services, Inc. August 2004 - December 2008
Skills
Paralegal, Consumer Bankruptcy, Mortgage Servicing, Document Review, Foreclosures, Legal Documents, Loan Servicing, Notary Public, Mortgage Lending, Bankruptcy, Mortgage Banking, Loan Origination, Loans, Residential Mortgages, Loss Mitigation, Banking, Refinance
Education
Duquesne University 2001 — 2004
Certificate, Paralegal
California University of Pennsylvania 1966 — 1970
BS in Secondary Education, Secondary Mathematisc
Robert Fudella II's Merrill Lynch Experience July 2012 - Present
Job Investment Banking Professional
Industry Investment Banking
Experience
Merrill Lynch July 2012 - Present
Wachovia Bank/Wells Fargo January 2008 - September 2010
Wachovia Mortgage March 2005 - December 2007
Skills
Banking, Credit, Finance, Customer Service, Financial Analysis, Investments, Leadership, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Portfolio Management, Refinance, Sales
Education
Canisius College 1994 — 1998
Business Management
Merrill Lynch July 2012 - Present
Wachovia Bank/Wells Fargo January 2008 - September 2010
Wachovia Mortgage March 2005 - December 2007
Skills
Banking, Credit, Finance, Customer Service, Financial Analysis, Investments, Leadership, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Portfolio Management, Refinance, Sales
Education
Canisius College 1994 — 1998
Business Management
Tom Covington's Merrill Lynch Experience May 2002 - December 2005
Job National Sales Manager at Capital One Wealth and Asset Management
Industry Financial Services
Experience
Morgan Stanley Consulting Trust Services Group January 2011 - November 2014
Morgan Stanley Trust, NA January 2007 - January 2011
Morgan Stanley Trust, NA January 2006 - December 2006
Merrill Lynch May 2002 - December 2005
Merril Lynch Trust Company October 1995 - April 2002
Merrill Lynch Trust Company February 1992 - September 1995
Merrill Lynch Trust Company April 1987 - January 1992
Barnett Banks Trust Company May 1983 - March 1987
BB&T May 1982 - April 1983
Skills
CFP, CAP, Series 7, Series 63, Series 65
Education
Campbell University
Trust Management
University of South Carolina
Government and International Studies
Morgan Stanley Consulting Trust Services Group January 2011 - November 2014
Morgan Stanley Trust, NA January 2007 - January 2011
Morgan Stanley Trust, NA January 2006 - December 2006
Merrill Lynch May 2002 - December 2005
Merril Lynch Trust Company October 1995 - April 2002
Merrill Lynch Trust Company February 1992 - September 1995
Merrill Lynch Trust Company April 1987 - January 1992
Barnett Banks Trust Company May 1983 - March 1987
BB&T May 1982 - April 1983
Skills
CFP, CAP, Series 7, Series 63, Series 65
Education
Campbell University
Trust Management
University of South Carolina
Government and International Studies
Nicholas Perez's Merrill Lynch Experience August 2007 - April 2010
Job Commercial Credit Analyst at HSBC Commercial Bank
Industry Financial Services
Experience
HSBC Commercial Banking May 2014 - Present
HSBC Securities April 2010 - May 2014
Merrill Lynch August 2007 - April 2010
Skills
Series 7, Series 63, Life Insurance, Credit Analysis, Financial Analysis, Corporate Finance, Equity Research, Portfolio Management, Investments, Finance, Mutual Funds, Banking, Credit, Loans, Risk Management, Financial Risk, Wealth Management, Financial Services, Financial Planning, Microsoft Office, Microsoft Excel, Credit Risk, Microsoft Word
Education
Canisius College 2012 — 2014
Master of Business Administration (M.B.A.), Investments and Securities
SUNY at Buffalo 2001 — 2008
Bachelor's degree, Psychology
HSBC Commercial Banking May 2014 - Present
HSBC Securities April 2010 - May 2014
Merrill Lynch August 2007 - April 2010
Skills
Series 7, Series 63, Life Insurance, Credit Analysis, Financial Analysis, Corporate Finance, Equity Research, Portfolio Management, Investments, Finance, Mutual Funds, Banking, Credit, Loans, Risk Management, Financial Risk, Wealth Management, Financial Services, Financial Planning, Microsoft Office, Microsoft Excel, Credit Risk, Microsoft Word
Education
Canisius College 2012 — 2014
Master of Business Administration (M.B.A.), Investments and Securities
SUNY at Buffalo 2001 — 2008
Bachelor's degree, Psychology
Nita Bailey's Merrill Lynch Experience June 2007 - June 2008
Job Section Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2008 - Present
Merrill Lynch June 2007 - June 2008
Aetna August 1999 - January 2005
Washington Financial December 1991 - July 1999
Skills
Team Leadership
Education
California University of Pennsylvania 2000 — 2005
BS, Criminal Justice
Washington High School 1984 — 1988
BNY Mellon July 2008 - Present
Merrill Lynch June 2007 - June 2008
Aetna August 1999 - January 2005
Washington Financial December 1991 - July 1999
Skills
Team Leadership
Education
California University of Pennsylvania 2000 — 2005
BS, Criminal Justice
Washington High School 1984 — 1988
Sebastian Fasanello's Merrill Lynch Experience December 1996 - Present
Job Vice President Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 1996 - Present
Phillips Lytle LLP September 1991 - December 1996
Education
State University of New York at Buffalo - Law School 1988 — 1991
Doctor of Law (J.D.)
Temple University 1985 — 1987
Master's degree, Psychology
Canisius College 1981 — 1985
Bachelor's degree
Merrill Lynch December 1996 - Present
Phillips Lytle LLP September 1991 - December 1996
Education
State University of New York at Buffalo - Law School 1988 — 1991
Doctor of Law (J.D.)
Temple University 1985 — 1987
Master's degree, Psychology
Canisius College 1981 — 1985
Bachelor's degree
Daniel Swartz, CRC's Merrill Lynch Experience August 1996 - October 2001
Job Senior Portfolio Underwriter
Industry Banking
Experience
First Niagara Financial Group November 2012 - Present
Citigroup November 2001 - October 2012
Merrill Lynch August 1996 - October 2001
Skills
Credit Risk Certified, Financial Analysis, Banking, Risk Management, Commercial Credit..., Financial Risk..., Financial Accounting, Portfolio Management, Middle Market Lending
Education
John Carroll University
Bachelor's degree
Canisius College
Mini MBA
Citigroup Commercial Credit College
Formal Commercial Credit Training Program - 2008
First Niagara Financial Group November 2012 - Present
Citigroup November 2001 - October 2012
Merrill Lynch August 1996 - October 2001
Skills
Credit Risk Certified, Financial Analysis, Banking, Risk Management, Commercial Credit..., Financial Risk..., Financial Accounting, Portfolio Management, Middle Market Lending
Education
John Carroll University
Bachelor's degree
Canisius College
Mini MBA
Citigroup Commercial Credit College
Formal Commercial Credit Training Program - 2008
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank