Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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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
Alex Rybka Alex Rybka's Merrill Lynch Experience June 2015 - August 2015
Job Finance Major at Central Michigan University
Industry Investment Management
Experience
Central Michigan University November 2014 - Present
Merrill Lynch June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
City of Dearborn May 2012 - August 2014
Skills
Customer Service, Microsoft Office, English, Time Management, Microsoft Word, PowerPoint, Strategic Planning, Teamwork, Outlook, Research, Windows, HTML, Negotiation, Photoshop, Access, Bloomberg Terminal, Microsoft Excel
Education
Central Michigan University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Divine Child High School 2008 — 2012
Central Michigan University November 2014 - Present
Merrill Lynch June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
City of Dearborn May 2012 - August 2014
Skills
Customer Service, Microsoft Office, English, Time Management, Microsoft Word, PowerPoint, Strategic Planning, Teamwork, Outlook, Research, Windows, HTML, Negotiation, Photoshop, Access, Bloomberg Terminal, Microsoft Excel
Education
Central Michigan University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Divine Child High School 2008 — 2012
Allison Schweninger Allison Schweninger's Merrill Lynch Experience June 2014 - August 2014
Job Staff Accountant at Baker Tilly Virchow Krause, LLP
Industry Financial Services
Experience
Baker Tilly Virchow Krause, LLP September 2015 - Present
Central Michigan University August 2010 - August 2015
Palace Sports & Entertainment June 2008 - August 2015
Merrill Lynch June 2014 - August 2014
Thomson Reuters December 2012 - April 2013
Skills
Hospitality, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Microsoft Word, Critical Thinking, Customer Service, Access, Leadership, Public Speaking, Accounting, Outlook, Data Analysis, Research, Team Leadership, Financial Accounting, Sports, UltraTax CS, Time Management, Management, Business Networking, Information Technology
Education
Central Michigan University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Chippewa Valley High School 2008 — 2010
Baker Tilly Virchow Krause, LLP September 2015 - Present
Central Michigan University August 2010 - August 2015
Palace Sports & Entertainment June 2008 - August 2015
Merrill Lynch June 2014 - August 2014
Thomson Reuters December 2012 - April 2013
Skills
Hospitality, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Microsoft Word, Critical Thinking, Customer Service, Access, Leadership, Public Speaking, Accounting, Outlook, Data Analysis, Research, Team Leadership, Financial Accounting, Sports, UltraTax CS, Time Management, Management, Business Networking, Information Technology
Education
Central Michigan University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Chippewa Valley High School 2008 — 2010
Cynthia Lewandoski Zenkus's Merrill Lynch Experience September 2007 - December 2007
Job Lead Graphic Designer at Berkadia
Industry Graphic Design
Experience
BlackRock March 2013 - July 2013
NRG Energy January 2011 - January 2013
ING October 2009 - December 2010
Harte-Hanks Direct Marketing February 2007 - March 2009
Merrill Lynch September 2007 - December 2007
Barbeau Hutchings Advertising March 2000 - July 2006
Skills
Direct Mail, Graphic Design, QuarkXPress, Marketing, InDesign, Adobe Creative Suite, Illustrator, Web Design, Creative Direction, Corporate Identity, Dreamweaver, Direct Marketing, Graphics, Advertising, Brochures, Logo Design, Art Direction, Email Marketing, Posters, Adobe Acrobat, Newsletters, Layout, Corporate Branding, Web Development, Multimedia, Collateral, CSS, Mac, Branding & Identity, User Experience
Education
Central Connecticut State University 1994 — 1997
BlackRock March 2013 - July 2013
NRG Energy January 2011 - January 2013
ING October 2009 - December 2010
Harte-Hanks Direct Marketing February 2007 - March 2009
Merrill Lynch September 2007 - December 2007
Barbeau Hutchings Advertising March 2000 - July 2006
Skills
Direct Mail, Graphic Design, QuarkXPress, Marketing, InDesign, Adobe Creative Suite, Illustrator, Web Design, Creative Direction, Corporate Identity, Dreamweaver, Direct Marketing, Graphics, Advertising, Brochures, Logo Design, Art Direction, Email Marketing, Posters, Adobe Acrobat, Newsletters, Layout, Corporate Branding, Web Development, Multimedia, Collateral, CSS, Mac, Branding & Identity, User Experience
Education
Central Connecticut State University 1994 — 1997
Enrico DiCocco, MBA's Merrill Lynch Experience August 2008 - February 2009
Job Senior Financial Analyst at Dragados USA, Inc.
Industry Construction
Experience
Dragados USA, Inc. January 2015 - Present
Dragados USA, Inc. August 2011 - January 2015
Parsons Brinckerhoff October 2009 - July 2011
Merrill Lynch August 2008 - February 2009
Granite Services February 2007 - January 2008
SEFCU 2006 - 2007
SEFCU 2005 - 2006
Skills
Accounting, Financial Analysis, Cash Flow, Capital Budgeting, Fixed Assets, Commercial Leasing, Corporate Tax, Corporate Tax Planning, Auditing, Forecasting, Budgets, Account Reconciliation, Finance, Tax, GAAP, Accruals, Analysis
Education
Centenary College 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Siena College 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Niskayuna High School 1998 — 2002
Dragados USA, Inc. January 2015 - Present
Dragados USA, Inc. August 2011 - January 2015
Parsons Brinckerhoff October 2009 - July 2011
Merrill Lynch August 2008 - February 2009
Granite Services February 2007 - January 2008
SEFCU 2006 - 2007
SEFCU 2005 - 2006
Skills
Accounting, Financial Analysis, Cash Flow, Capital Budgeting, Fixed Assets, Commercial Leasing, Corporate Tax, Corporate Tax Planning, Auditing, Forecasting, Budgets, Account Reconciliation, Finance, Tax, GAAP, Accruals, Analysis
Education
Centenary College 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Siena College 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Niskayuna High School 1998 — 2002
Andrea Sidor Andrea Sidor's Merrill Lynch Experience 1981 - 1983
Job Trust/Estate Administrator, Fiduciary Accountant at Day Pitney LLP
Industry Law Practice
Experience
Day Pitney LLP April 2012 - Present
Smith, Gambrell & Russell, LLP November 2010 - April 2012
Fulbright & Jaworski, LLP September 2006 - October 2010
Chamberlain Hrdlicka 2003 - 2006
Pan American World Airways 1978 - 1990
Merrill Lynch 1981 - 1983
Skills
Estate and Trust..., Fiduciary Accounting -..., Elder Law, Estate and Tax Planning..., Real Estate, Italian Language, Commercial Litigation, Corporate Governance
Education
Sarah Lawrence College 2014 — 2016
M.F.A. in Nonfiction Writing
The University of Texas at Austin
B.S., B.A., Education, Pschology, Phi Beta Kappa, Dean's List
Center for Advanced Legal Studies
Paralegal Certification
Day Pitney LLP April 2012 - Present
Smith, Gambrell & Russell, LLP November 2010 - April 2012
Fulbright & Jaworski, LLP September 2006 - October 2010
Chamberlain Hrdlicka 2003 - 2006
Pan American World Airways 1978 - 1990
Merrill Lynch 1981 - 1983
Skills
Estate and Trust..., Fiduciary Accounting -..., Elder Law, Estate and Tax Planning..., Real Estate, Italian Language, Commercial Litigation, Corporate Governance
Education
Sarah Lawrence College 2014 — 2016
M.F.A. in Nonfiction Writing
The University of Texas at Austin
B.S., B.A., Education, Pschology, Phi Beta Kappa, Dean's List
Center for Advanced Legal Studies
Paralegal Certification
Lauren Mastroianni Lauren Mastroianni's Merrill Lynch Experience November 2010 - July 2012
Job Sales Project Specialist at ADP
Industry Information Technology and Services
Experience
ADP October 2014 - Present
Tumi May 2014 - October 2014
Tumi September 2013 - May 2014
Victoria's Secret July 2012 - September 2013
Merrill Lynch November 2010 - July 2012
Life Time Fitness 2008 - 2010
Skills
Financial Analysis, Thompson One, PowerPoint, Microsoft Excel, Financial Modeling, Microsoft Office, Leadership, Sales, Social Networking, Microsoft Word, Teamwork, Time Management, Retail, Access, Accounting, Outlook, Customer Service, Management
Education
Montclair State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Management
Centenary College 2008 — 2010
Elementary and Special Education
SPFHS
ADP October 2014 - Present
Tumi May 2014 - October 2014
Tumi September 2013 - May 2014
Victoria's Secret July 2012 - September 2013
Merrill Lynch November 2010 - July 2012
Life Time Fitness 2008 - 2010
Skills
Financial Analysis, Thompson One, PowerPoint, Microsoft Excel, Financial Modeling, Microsoft Office, Leadership, Sales, Social Networking, Microsoft Word, Teamwork, Time Management, Retail, Access, Accounting, Outlook, Customer Service, Management
Education
Montclair State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Management
Centenary College 2008 — 2010
Elementary and Special Education
SPFHS
David Sacharko's Merrill Lynch Experience February 2004 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2004 - Present
Education
Central Connecticut State University
Merrill Lynch February 2004 - Present
Education
Central Connecticut State University
Samantha Szabo's Merrill Lynch Experience September 2011 - May 2012
Job Vice President at ConceptONE, LLC
Industry Financial Services
Experience
ConceptONE, LLC August 2014 - Present
Gelfand, Rennert & Feldman, LLP May 2012 - July 2013
Merrill Lynch September 2011 - May 2012
Esprit September 2010 - December 2010
Skills
C#, Visual Studio, Microsoft SQL Server, ASP.NET MVC, Telerik, Microsoft Excel, Access, Microsoft Office, QuickBooks, Analysis, Microsoft Word, Data Analysis, Auditing, Financial Reporting, PowerPoint, Outlook, Excel, Microsoft Works, Word, Royalties, Financial Audits, Monarch, Economics, Mathematics, Contract Law, Bloomberg Terminal, Bloomberg, SQL, .NET, HTML
Education
Central European University 2013 — 2014
Master's Degree, Law and Economics
Fordham University 2008 — 2012
Bachelor's Degree, Mathematics and Economics
University of Ulster 2011 — 2011
Economics, Study Abroad
ConceptONE, LLC August 2014 - Present
Gelfand, Rennert & Feldman, LLP May 2012 - July 2013
Merrill Lynch September 2011 - May 2012
Esprit September 2010 - December 2010
Skills
C#, Visual Studio, Microsoft SQL Server, ASP.NET MVC, Telerik, Microsoft Excel, Access, Microsoft Office, QuickBooks, Analysis, Microsoft Word, Data Analysis, Auditing, Financial Reporting, PowerPoint, Outlook, Excel, Microsoft Works, Word, Royalties, Financial Audits, Monarch, Economics, Mathematics, Contract Law, Bloomberg Terminal, Bloomberg, SQL, .NET, HTML
Education
Central European University 2013 — 2014
Master's Degree, Law and Economics
Fordham University 2008 — 2012
Bachelor's Degree, Mathematics and Economics
University of Ulster 2011 — 2011
Economics, Study Abroad
Errol Mitchell's Merrill Lynch Experience March 2006 - April 2007
Job Senior Analyst, Asset Management Equity Front Office Support at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management July 2015 - Present
Northern Trust Corporation August 2014 - July 2015
Northern Trust June 2013 - July 2014
Northern Trust May 2012 - June 2013
Oppenheimer & Co. February 2008 - September 2011
Merrill Lynch March 2006 - April 2007
John Hancock Life Insurance Company (U.S.A.) May 2005 - March 2006
Skills
Series 7, Trading, Equities, Options, Securities, IRA's, Technical Analysis, Series 63, Bloomberg, trade processing, trade reconciliation, GMI, Futures, US Treasuries, Collateral, Margin, FX Derivatives, Derivatives, Hedge Funds, Finance, Fixed Income, Financial Services, Options Strategies, Trading Strategies, Bloomberg Terminal, Cash Management, Equity Trading, Portfolio Management
Education
Central Michigan University 2000 — 2005
BS in Business Administration, Finance
Northern Trust Asset Management July 2015 - Present
Northern Trust Corporation August 2014 - July 2015
Northern Trust June 2013 - July 2014
Northern Trust May 2012 - June 2013
Oppenheimer & Co. February 2008 - September 2011
Merrill Lynch March 2006 - April 2007
John Hancock Life Insurance Company (U.S.A.) May 2005 - March 2006
Skills
Series 7, Trading, Equities, Options, Securities, IRA's, Technical Analysis, Series 63, Bloomberg, trade processing, trade reconciliation, GMI, Futures, US Treasuries, Collateral, Margin, FX Derivatives, Derivatives, Hedge Funds, Finance, Fixed Income, Financial Services, Options Strategies, Trading Strategies, Bloomberg Terminal, Cash Management, Equity Trading, Portfolio Management
Education
Central Michigan University 2000 — 2005
BS in Business Administration, Finance
Robert Spencer Robert Spencer's Merrill Lynch Experience January 1999 - May 2008
Job financial advisor at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities December 2008 - Present
Merrill Lynch January 1999 - May 2008
Skills
Personal Financial..., Series 7, Mutual Funds, Wealth Management, Retirement Planning, Securities, Retirement, Alternative Investments, Strategic Financial..., Asset Allocation, Investments, Series 65, Portfolio Management, Series 63, Insurance, Financial Analysis, Financial Planning, Finance
Education
Central Methodist University-College of Liberal Arts & Sciences 1978 — 1980
Bachelor of Science, Business
Vanderbilt University 1976 — 1978
Wunderlich Securities December 2008 - Present
Merrill Lynch January 1999 - May 2008
Skills
Personal Financial..., Series 7, Mutual Funds, Wealth Management, Retirement Planning, Securities, Retirement, Alternative Investments, Strategic Financial..., Asset Allocation, Investments, Series 65, Portfolio Management, Series 63, Insurance, Financial Analysis, Financial Planning, Finance
Education
Central Methodist University-College of Liberal Arts & Sciences 1978 — 1980
Bachelor of Science, Business
Vanderbilt University 1976 — 1978
Jason Peasley Jason Peasley's Merrill Lynch Experience May 2000 - December 2001
Job Internal Wholesaler Long Term Care at Genworth Financial
Industry Insurance
Experience
Genworth Financial October 2007 - Present
First Horizon National Corporation December 2001 - October 2007
Merrill Lynch May 2000 - December 2001
Mercer Global Advisors May 1996 - May 2000
Skills
Sales, Wealth Management, Long Term Care Insurance, Fixed Annuities, Long-term Care, Universal Life, Investments, Insurance, Salesforce.com, Series 7, Series 63, Series 65, Life Insurance, Variable Life, Variable Products, Term Life Insurance, Series 6
Education
Central Michigan University
B.S.B.A, Major in Finance, Minor in Economics
Genworth Financial October 2007 - Present
First Horizon National Corporation December 2001 - October 2007
Merrill Lynch May 2000 - December 2001
Mercer Global Advisors May 1996 - May 2000
Skills
Sales, Wealth Management, Long Term Care Insurance, Fixed Annuities, Long-term Care, Universal Life, Investments, Insurance, Salesforce.com, Series 7, Series 63, Series 65, Life Insurance, Variable Life, Variable Products, Term Life Insurance, Series 6
Education
Central Michigan University
B.S.B.A, Major in Finance, Minor in Economics
Nick Marrone Nick Marrone's Merrill Lynch Experience August 1980 - Present
Job Sr. Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1980 - Present
Skills
Risk Management, Financial Reporting, Business Strategy, Strategic Planning, Process Improvement, New Business Development, Customer Service, Microsoft Excel, Real Estate, Budgets, Account Reconciliation, Sales Management, Microsoft Office, Team Building, Series 7
Education
Central Michigan University 1976 — 1980
Bachelor of Science (BS), Economics
Merrill Lynch August 1980 - Present
Skills
Risk Management, Financial Reporting, Business Strategy, Strategic Planning, Process Improvement, New Business Development, Customer Service, Microsoft Excel, Real Estate, Budgets, Account Reconciliation, Sales Management, Microsoft Office, Team Building, Series 7
Education
Central Michigan University 1976 — 1980
Bachelor of Science (BS), Economics
Greg Musial's Merrill Lynch Experience June 2007 - October 2009
Job IT Consultant at Scotiabank
Industry Information Technology and Services
Experience
Scotiabank March 2014 - Present
RBC Capital Markets January 2013 - March 2014
TD Securities June 2010 - January 2013
Bank of America October 2009 - June 2010
Bank of America January 2009 - October 2009
Merrill Lynch June 2007 - October 2009
Polish Credit Union April 2005 - June 2007
Polish Credit Union January 2004 - April 2005
Skills
XML, Web Services, SOAP, Java, TIBCO, Tibco Business Works, WebSphere Application..., ILOG, J2EE Application..., SOA, SDLC, Scrum, Agile Methodologies, C#, .NET, Spring, EJB, Integration Architecture, SAP Financial, SAP PI, WebSphere MQ, JMS, XSLT, JavaScript, SQL, TIBCO Rendezvous, Shell Scripting, TIBCO EMS, Databases, JDBC, Oracle, PL/SQL, Software Development, Unix, Java Enterprise Edition, Integration, Sybase, Microsoft SQL Server, JSP
Education
Ryerson University 2008 — 2012
B.Comm., IT Management - Application Development
Ryerson University 2009 — 2010
J2EE Solution Developer, Java - J2EE
Centennial College 2002 — 2005
Computer Programmer / Analyst Advanced Diploma, Computer Programming / Analysis
Central Technical School 1997 — 2002
OAC, Electrical Technology, Computer Science
Scotiabank March 2014 - Present
RBC Capital Markets January 2013 - March 2014
TD Securities June 2010 - January 2013
Bank of America October 2009 - June 2010
Bank of America January 2009 - October 2009
Merrill Lynch June 2007 - October 2009
Polish Credit Union April 2005 - June 2007
Polish Credit Union January 2004 - April 2005
Skills
XML, Web Services, SOAP, Java, TIBCO, Tibco Business Works, WebSphere Application..., ILOG, J2EE Application..., SOA, SDLC, Scrum, Agile Methodologies, C#, .NET, Spring, EJB, Integration Architecture, SAP Financial, SAP PI, WebSphere MQ, JMS, XSLT, JavaScript, SQL, TIBCO Rendezvous, Shell Scripting, TIBCO EMS, Databases, JDBC, Oracle, PL/SQL, Software Development, Unix, Java Enterprise Edition, Integration, Sybase, Microsoft SQL Server, JSP
Education
Ryerson University 2008 — 2012
B.Comm., IT Management - Application Development
Ryerson University 2009 — 2010
J2EE Solution Developer, Java - J2EE
Centennial College 2002 — 2005
Computer Programmer / Analyst Advanced Diploma, Computer Programming / Analysis
Central Technical School 1997 — 2002
OAC, Electrical Technology, Computer Science
Pat Glynn Pat Glynn's Merrill Lynch Experience September 1997 - February 1999
Job Sales Vice President Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage January 2010 - Present
Phoenix Life Insurance Company September 1999 - December 2009
Phoenix Life Insurance Company January 2001 - December 2003
Merrill Lynch September 1997 - February 1999
CIGNA July 1984 - September 1997
Skills
Estate Planning, Business Planning, Retirement Distribution..., Underwriting Jumbo Cases, Underwriting Foreign..., Retirement, Life Insurance, Securities
Education
The American College, Bryn Mawr, Pennsylvania - 1992
CLU, ChFC, Financial Services, Life & Health Insurance
Central Connecticut State University 1979 — 1984
BS Business, Marketing
Highland Capital Brokerage January 2010 - Present
Phoenix Life Insurance Company September 1999 - December 2009
Phoenix Life Insurance Company January 2001 - December 2003
Merrill Lynch September 1997 - February 1999
CIGNA July 1984 - September 1997
Skills
Estate Planning, Business Planning, Retirement Distribution..., Underwriting Jumbo Cases, Underwriting Foreign..., Retirement, Life Insurance, Securities
Education
The American College, Bryn Mawr, Pennsylvania - 1992
CLU, ChFC, Financial Services, Life & Health Insurance
Central Connecticut State University 1979 — 1984
BS Business, Marketing
Stephanie Zafarana, MBA Stephanie Zafarana, MBA's Merrill Lynch Experience May 1997 - November 2006
Job Practice Management Consultant | Marketing Professional
Industry Marketing and Advertising
Experience
Pica Marketing Group April 2008 - Present
ActiFi 2013 - September 2015
Plante & Moran, PLLC August 2010 - January 2012
Encore Consulting LLC November 2006 - December 2008
Merrill Lynch May 1997 - November 2006
Skills
Creative Concept..., Collaborative, Cross-functional Team..., Strategic Planning, Project Management, Public Speaking, Marketing Strategy, Management Consulting, Program Management, Event Planning, New Business Development, Team Leadership, Budget, Business Strategy, Marketing Communications, Customer Service, Media Relations, Team Building, Fundraising, Marketing, Coaching, Non-profits, Social Media
Education
Wayne State University 1999 — 2001
MBA, Business Adminstration
Central Michigan University 1990 — 1994
Bachelor, Finance & International Business
Pica Marketing Group April 2008 - Present
ActiFi 2013 - September 2015
Plante & Moran, PLLC August 2010 - January 2012
Encore Consulting LLC November 2006 - December 2008
Merrill Lynch May 1997 - November 2006
Skills
Creative Concept..., Collaborative, Cross-functional Team..., Strategic Planning, Project Management, Public Speaking, Marketing Strategy, Management Consulting, Program Management, Event Planning, New Business Development, Team Leadership, Budget, Business Strategy, Marketing Communications, Customer Service, Media Relations, Team Building, Fundraising, Marketing, Coaching, Non-profits, Social Media
Education
Wayne State University 1999 — 2001
MBA, Business Adminstration
Central Michigan University 1990 — 1994
Bachelor, Finance & International Business
Clarence Richardson Clarence Richardson's Merrill Lynch Experience October 2011 - November 2012
Job Associate at the Law Offices of Timothy R. Loff, and Certified Personal Trainer at the West Suburban YMCA
Industry Law Practice
Experience
West Suburban YMCA January 2013 - Present
Law Offices of Timothy R. Loff December 2012 - Present
Merrill Lynch October 2011 - November 2012
Suffolk County Juvenile Court January 2011 - May 2011
TD Bank January 2010 - May 2011
Volunteer Lawyers Project of the Boston Bar Association August 2010 - December 2010
Town of Braintree August 2009 - December 2009
Shelter Legal Services October 2008 - September 2009
Skills
Legal Writing, Legal Research, Family Law, Westlaw, Mediation, Estate Planning, Litigation, Civil Litigation, Courts, Legal Assistance, Series 7, Series 66, Admitted to..., Admitted to Federal..., Life, Accident, and..., CPR Certified, ACE Certified Personal...
Education
New England School of Law 2008 — 2011
Juris Doctor
Central Michigan University 2004 — 2008
Bachelor of Science, Political Science
Milan High School 2000 — 2004
Diploma
West Suburban YMCA January 2013 - Present
Law Offices of Timothy R. Loff December 2012 - Present
Merrill Lynch October 2011 - November 2012
Suffolk County Juvenile Court January 2011 - May 2011
TD Bank January 2010 - May 2011
Volunteer Lawyers Project of the Boston Bar Association August 2010 - December 2010
Town of Braintree August 2009 - December 2009
Shelter Legal Services October 2008 - September 2009
Skills
Legal Writing, Legal Research, Family Law, Westlaw, Mediation, Estate Planning, Litigation, Civil Litigation, Courts, Legal Assistance, Series 7, Series 66, Admitted to..., Admitted to Federal..., Life, Accident, and..., CPR Certified, ACE Certified Personal...
Education
New England School of Law 2008 — 2011
Juris Doctor
Central Michigan University 2004 — 2008
Bachelor of Science, Political Science
Milan High School 2000 — 2004
Diploma
Nick Boro Nick Boro's Merrill Lynch Experience December 2010 - December 2010
Job Accounting Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2013 - Present
TLR - Total Logistics Resource, Inc. July 2011 - March 2013
Macy's October 2011 - December 2012
Mt. Bachelor, Inc. March 2011 - April 2011
Merrill Lynch December 2010 - December 2010
MTE Electrical Contractors September 2010 - October 2010
Sustainable Business Group April 2009 - June 2010
Bend Oregon Investments April 2005 - March 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Access, Outlook, QuickBooks, Accounts Payable, Customer Service, Research, Accounting, Teamwork, Analytical Skills, Computer Proficiency, Pivot Tables, Finance, Facebook, Logistics, Administrative..., Financial Analysis, Sales, Data Analysis, Invoicing, Leadership, Payroll, General Ledger, Analysis, Accounts Receivable, Spreadsheets, Recruiting, Inventory Management, Training
Education
University of Oregon 2007 — 2010
BS, Business Administration, Finance, Economics
Central Oregon Community College 2006 — 2007
Business Administration
Fisher Investments April 2013 - Present
TLR - Total Logistics Resource, Inc. July 2011 - March 2013
Macy's October 2011 - December 2012
Mt. Bachelor, Inc. March 2011 - April 2011
Merrill Lynch December 2010 - December 2010
MTE Electrical Contractors September 2010 - October 2010
Sustainable Business Group April 2009 - June 2010
Bend Oregon Investments April 2005 - March 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Access, Outlook, QuickBooks, Accounts Payable, Customer Service, Research, Accounting, Teamwork, Analytical Skills, Computer Proficiency, Pivot Tables, Finance, Facebook, Logistics, Administrative..., Financial Analysis, Sales, Data Analysis, Invoicing, Leadership, Payroll, General Ledger, Analysis, Accounts Receivable, Spreadsheets, Recruiting, Inventory Management, Training
Education
University of Oregon 2007 — 2010
BS, Business Administration, Finance, Economics
Central Oregon Community College 2006 — 2007
Business Administration
R. Stephen Trudeau's Merrill Lynch Experience February 1983 - January 2012
Job Senior Vice PresidentWealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 2012 - Present
Merrill Lynch February 1983 - January 2012
Education
Central Michigan University 1975 — 1978
Austin Catholic Prep 1970 — 1974
UBS Financial Services January 2012 - Present
Merrill Lynch February 1983 - January 2012
Education
Central Michigan University 1975 — 1978
Austin Catholic Prep 1970 — 1974
Danielle Kirby Danielle Kirby's Merrill Lynch Experience October 2002 - March 2013
Job Operations Business Analyst
Industry Information Technology and Services
Experience
Truven Health Analytics June 2014 - Present
Bank of Ann Arbor May 2013 - November 2013
Merrill Lynch October 2002 - March 2013
Edward Jones 1997 - 2002
First of America Bank 1993 - 1997
Skills
Equities, Fixed Income, Banking, Portfolio Management, Strategic Financial..., Investment Banking, Investment Advisory, Investment Management, Financial Services, Series 65, Retirement, Administrative..., Executive Office..., Office Administration, Executive Administrative, Life, Office Management, Travel Arrangements, Microsoft Applications, Confidentiality, Volunteering, Concur, Spreadsheets, Calendaring, Fax, Meeting Planning, Managing Accounts
Education
Central Michigan University 1992 — 1995
Education/Teaching of Individuals in Elementary Special Education Programs
Truven Health Analytics June 2014 - Present
Bank of Ann Arbor May 2013 - November 2013
Merrill Lynch October 2002 - March 2013
Edward Jones 1997 - 2002
First of America Bank 1993 - 1997
Skills
Equities, Fixed Income, Banking, Portfolio Management, Strategic Financial..., Investment Banking, Investment Advisory, Investment Management, Financial Services, Series 65, Retirement, Administrative..., Executive Office..., Office Administration, Executive Administrative, Life, Office Management, Travel Arrangements, Microsoft Applications, Confidentiality, Volunteering, Concur, Spreadsheets, Calendaring, Fax, Meeting Planning, Managing Accounts
Education
Central Michigan University 1992 — 1995
Education/Teaching of Individuals in Elementary Special Education Programs
Leanne Challa Leanne Challa's Merrill Lynch Experience 1992 - 1994
Job Adjunct Professor of English, Communications, and Humanities at GRCC
Industry Higher Education
Experience
Grand Rapids Community College 2002 - Present
The Outdoor Cook 1997 - 2004
Merrill Lynch 1992 - 1994
Skills
Acting, Event Management, Public Speaking, Fundraising, Non-profit Leadership, Student Affairs, Account Management, Microsoft Office, Management, Editing, Teaching, Office Management, Volunteer Management, Volunteer Training, Event Planning
Education
University of Michigan
BA, English, Communications
Central Michigan University
MA, Humanities
Grand Rapids Community College 2002 - Present
The Outdoor Cook 1997 - 2004
Merrill Lynch 1992 - 1994
Skills
Acting, Event Management, Public Speaking, Fundraising, Non-profit Leadership, Student Affairs, Account Management, Microsoft Office, Management, Editing, Teaching, Office Management, Volunteer Management, Volunteer Training, Event Planning
Education
University of Michigan
BA, English, Communications
Central Michigan University
MA, Humanities
Ryan Faris Ryan Faris's Merrill Lynch Experience October 2009 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2009 - Present
Smith Barney September 2004 - October 2009
Equitable February 2003 - August 2004
Skills
CRM, Cold Calling, Finance, Financial Advisory, Financial Goals, Insurance, Investments, Microsoft Excel, Retirement, Series 7, Asset Allocation
Education
Central Michigan University 1998 — 2002
Bachelor of Science, Business AdministrationFinance and Investments
Merrill Lynch October 2009 - Present
Smith Barney September 2004 - October 2009
Equitable February 2003 - August 2004
Skills
CRM, Cold Calling, Finance, Financial Advisory, Financial Goals, Insurance, Investments, Microsoft Excel, Retirement, Series 7, Asset Allocation
Education
Central Michigan University 1998 — 2002
Bachelor of Science, Business AdministrationFinance and Investments
Arthur George Arthur George's Merrill Lynch Experience November 2008 - April 2010
Job Renaissance Businessman Marketer, Financier, Innovator
Industry Logistics and Supply Chain
Experience
UPS December 2014 - Present
New New Ventures & Investments, LLC April 2014 - Present
UPS Capital® February 2012 - December 2014
E*TRADE Financial Corporation July 2010 - April 2011
Merrill Lynch November 2008 - April 2010
Morgan Stanley (formerly Citi Smith Barney) April 2007 - November 2008
Tyndall Federal Credit Union January 2007 - April 2007
Sallie Mae May 2003 - November 2005
Skills
Financial Analysis, Customer Service, Finance, Accounts Receivable, Strategic Financial..., Credit, Strategic Planning, Financial Services, Investments, Risk Management, Analysis, Corporate Finance, Banking, Retirement Planning, Microsoft Excel, Accounting, 401k, Mutual Funds, Insurance, Financial Modeling, Financial Planning, Leadership
Education
Georgia State University - J. Mack Robinson College of Business 2014 — 2014
Master’s Degree, Marketing - Brand & Customer Management Certificate
Mercer University 2011 — 2013
Bachelor’s Degree, Business Administration
Central Georgia Technical College 1998 — 2002
Associate’s Degree, Accounting
UPS December 2014 - Present
New New Ventures & Investments, LLC April 2014 - Present
UPS Capital® February 2012 - December 2014
E*TRADE Financial Corporation July 2010 - April 2011
Merrill Lynch November 2008 - April 2010
Morgan Stanley (formerly Citi Smith Barney) April 2007 - November 2008
Tyndall Federal Credit Union January 2007 - April 2007
Sallie Mae May 2003 - November 2005
Skills
Financial Analysis, Customer Service, Finance, Accounts Receivable, Strategic Financial..., Credit, Strategic Planning, Financial Services, Investments, Risk Management, Analysis, Corporate Finance, Banking, Retirement Planning, Microsoft Excel, Accounting, 401k, Mutual Funds, Insurance, Financial Modeling, Financial Planning, Leadership
Education
Georgia State University - J. Mack Robinson College of Business 2014 — 2014
Master’s Degree, Marketing - Brand & Customer Management Certificate
Mercer University 2011 — 2013
Bachelor’s Degree, Business Administration
Central Georgia Technical College 1998 — 2002
Associate’s Degree, Accounting
Francis Sabourin, BA, Pl. Fin. Francis Sabourin, BA, Pl. Fin.'s Merrill Lynch Experience August 1999 - January 2002
Job Directeur, gestion de patrimoine et Gestionnaire de portefeuille | Sabourin Deraspe Gestion de patrimoine
Industry Investment Management
Experience
Richardson GMP Limited October 2006 - Present
CIBC Wood Gundy January 2002 - October 2006
Merrill Lynch August 1999 - January 2002
Skills
Investments, Portfolio Management, Mutual Funds, Finance, DES, Asset Management, Strategy, Securities, Equities, Strategic Financial..., Wealth Management, Investment Advisory, Financial Planning, Alternative Investments, Investment Strategies, Risk Management, Retirement Planning, Financial Markets, Asset Managment, Philanthropie
Education
Institut québécois de planification financière (IQPF) 1999 — 2015
Planificateur financier
McGill University 1989 — 1992
B.A., Economics and Finance
John Abbott College 1987 — 1989
DEC, Commerce
Collège Bourget 1982 — 1987
DES
Richardson GMP Limited October 2006 - Present
CIBC Wood Gundy January 2002 - October 2006
Merrill Lynch August 1999 - January 2002
Skills
Investments, Portfolio Management, Mutual Funds, Finance, DES, Asset Management, Strategy, Securities, Equities, Strategic Financial..., Wealth Management, Investment Advisory, Financial Planning, Alternative Investments, Investment Strategies, Risk Management, Retirement Planning, Financial Markets, Asset Managment, Philanthropie
Education
Institut québécois de planification financière (IQPF) 1999 — 2015
Planificateur financier
McGill University 1989 — 1992
B.A., Economics and Finance
John Abbott College 1987 — 1989
DEC, Commerce
Collège Bourget 1982 — 1987
DES
Jennifer Sordyl's Merrill Lynch Experience October 2014 - Present
Job Team Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Skills
Series 7, Series 66, Trading, Best Practices, Customer Service, Microsoft Excel, Equities, Microsoft Word, CRPC
Education
Central Michigan University 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Merrill Lynch October 2014 - Present
Skills
Series 7, Series 66, Trading, Best Practices, Customer Service, Microsoft Excel, Equities, Microsoft Word, CRPC
Education
Central Michigan University 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Giancarlo Crocetti Giancarlo Crocetti's Merrill Lynch Experience July 2000 - November 2001
Job Adjunct Full Professor at St. John's University
Industry Pharmaceuticals
Experience
St. John's University June 2015 - Present
Boehringer Ingelheim Pharmaceuticals Inc. December 2009 - Present
Pace University August 2013 - Present
Boehringer Ingelheim June 2006 - December 2009
ACS - State & Local Solutions November 2001 - May 2006
Merrill Lynch July 2000 - November 2001
Skills
Data Mining, Text Mining, Analytics, Business Intelligence, Agile Methodologies, Big Data, Data Analysis, Data Warehousing, Project Management, Software Development, Genomics, Business Analysis, Machine Learning, Java Enterprise Edition, Information Architecture, Search Engine Technology, Semantic Technologies, Enterprise Search, System Architecture, R, Agile Project Management, Integration, Semantic Search, Sun Certified Java..., J2EE Architecture, Search, Python, Entrepreneurship, Innovation Management, Lean Six Sigma, Mahout, Hadoop
Education
Pace University 2012 — 2015
Doctorate, Professional Studies in Computing
Central Connecticut State University 2008 — 2012
MS, Data Mining
Università degli Studi di Roma 'La Sapienza' 1993 — 1998
MS, Computer Science
St. John's University June 2015 - Present
Boehringer Ingelheim Pharmaceuticals Inc. December 2009 - Present
Pace University August 2013 - Present
Boehringer Ingelheim June 2006 - December 2009
ACS - State & Local Solutions November 2001 - May 2006
Merrill Lynch July 2000 - November 2001
Skills
Data Mining, Text Mining, Analytics, Business Intelligence, Agile Methodologies, Big Data, Data Analysis, Data Warehousing, Project Management, Software Development, Genomics, Business Analysis, Machine Learning, Java Enterprise Edition, Information Architecture, Search Engine Technology, Semantic Technologies, Enterprise Search, System Architecture, R, Agile Project Management, Integration, Semantic Search, Sun Certified Java..., J2EE Architecture, Search, Python, Entrepreneurship, Innovation Management, Lean Six Sigma, Mahout, Hadoop
Education
Pace University 2012 — 2015
Doctorate, Professional Studies in Computing
Central Connecticut State University 2008 — 2012
MS, Data Mining
Università degli Studi di Roma 'La Sapienza' 1993 — 1998
MS, Computer Science
Joseph Reese Joseph Reese's Merrill Lynch Experience January 1986 - November 1989
Job Owner, Tech Theatrical Services LLC
Industry Events Services
Experience
Tech Theatrical Services LLC June 2005 - Present
Tech Services of CT January 1992 - June 2005
Prudential Insurance November 1989 - January 1992
Merrill Lynch January 1986 - November 1989
Skills
Artist Management, Financial Markets, General Insurance, Production, Event Planning, Corporate Events, Event Management, Stage Lighting, Stage Management, Producers, Lighting, Entertainment, Live Events, Sound, Theatre, Parties, Festivals, Talent Management, Sales, Production Management, Marketing
Education
Central Connecticut State University 1972 — 1975
BFA Theatre
St. Joseph High School Trumbull CT 1967 — 1971
Tech Theatrical Services LLC June 2005 - Present
Tech Services of CT January 1992 - June 2005
Prudential Insurance November 1989 - January 1992
Merrill Lynch January 1986 - November 1989
Skills
Artist Management, Financial Markets, General Insurance, Production, Event Planning, Corporate Events, Event Management, Stage Lighting, Stage Management, Producers, Lighting, Entertainment, Live Events, Sound, Theatre, Parties, Festivals, Talent Management, Sales, Production Management, Marketing
Education
Central Connecticut State University 1972 — 1975
BFA Theatre
St. Joseph High School Trumbull CT 1967 — 1971
Ryan Knernschield's Merrill Lynch Experience February 2015 - Present
Job Banking Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch February 2015 - Present
Merrill Lynch February 2013 - February 2015
Boston National Settlement Services October 2011 - February 2013
Boston National Settlement Services November 2009 - October 2011
Boston National Settlement Services July 2008 - November 2009
Bank of America October 2006 - July 2007
Calvary Christian Academy May 2004 - September 2006
Skills
Real Estate, Mortgage, Insurance, Sales Management, New Business Development, Mortgage Lending, Investments, Series 7, Series 63, Series 24, Banking, Cold Calling, Credit, Customer Service, FHA, Finance, Investment Properties, Leadership, Loan Origination, Loans, Marketing, Mortgage Banking, Refinance, Sales, Residential Mortgages, Residential Homes, Selling, Team Building, Time Management, Underwriting
Education
Central Bible College 1997 — 2001
Bachelor of Arts (B.A.), Bible/Biblical Studies
Merrill Lynch February 2015 - Present
Merrill Lynch February 2013 - February 2015
Boston National Settlement Services October 2011 - February 2013
Boston National Settlement Services November 2009 - October 2011
Boston National Settlement Services July 2008 - November 2009
Bank of America October 2006 - July 2007
Calvary Christian Academy May 2004 - September 2006
Skills
Real Estate, Mortgage, Insurance, Sales Management, New Business Development, Mortgage Lending, Investments, Series 7, Series 63, Series 24, Banking, Cold Calling, Credit, Customer Service, FHA, Finance, Investment Properties, Leadership, Loan Origination, Loans, Marketing, Mortgage Banking, Refinance, Sales, Residential Mortgages, Residential Homes, Selling, Team Building, Time Management, Underwriting
Education
Central Bible College 1997 — 2001
Bachelor of Arts (B.A.), Bible/Biblical Studies
Donna Long Donna Long's Merrill Lynch Experience October 1990 - July 2001
Job Senior Project Manager, PMP
Industry Information Technology and Services
Experience
D&B January 2005 - Present
Dun and Bradstreet 2005 - 2015
Eisai Inc October 2002 - January 2005
Merrill Lynch October 1990 - July 2001
Education
Centenary College
BS, Business
D&B January 2005 - Present
Dun and Bradstreet 2005 - 2015
Eisai Inc October 2002 - January 2005
Merrill Lynch October 1990 - July 2001
Education
Centenary College
BS, Business
Michael Bajis Michael Bajis's Merrill Lynch Experience February 1995 - December 1995
Job Solution Specialist at Plante Moran
Industry Accounting
Experience
Plante Moran December 2012 - Present
Webcam Daycare February 2003 - Present
Plante & Moran, PLLC January 2000 - Present
NBD January 1998 - October 1999
Dean Witter December 1995 - March 1997
Merrill Lynch February 1995 - December 1995
Skills
Sarbanes-Oxley Act, Sales, IT Audit, Management, Auditing, Accounting, IT Strategy, Financial Reporting, Process Improvement, Mergers & Acquisitions, Strategic Planning, Microsoft Office, Consulting, CPA, Financial Analysis, Leadership, Tax Preparation, Budgets, SharePoint, Tax, Microsoft Excel, Internal Controls, Human Resources, Disaster Recovery, Business Process..., Project Management, Internal Audit, GAAP, Information Technology, Financial Accounting
Education
Central Michigan University 1989 — 1994
BS. in B.A., Finance, Accounting
Plante Moran December 2012 - Present
Webcam Daycare February 2003 - Present
Plante & Moran, PLLC January 2000 - Present
NBD January 1998 - October 1999
Dean Witter December 1995 - March 1997
Merrill Lynch February 1995 - December 1995
Skills
Sarbanes-Oxley Act, Sales, IT Audit, Management, Auditing, Accounting, IT Strategy, Financial Reporting, Process Improvement, Mergers & Acquisitions, Strategic Planning, Microsoft Office, Consulting, CPA, Financial Analysis, Leadership, Tax Preparation, Budgets, SharePoint, Tax, Microsoft Excel, Internal Controls, Human Resources, Disaster Recovery, Business Process..., Project Management, Internal Audit, GAAP, Information Technology, Financial Accounting
Education
Central Michigan University 1989 — 1994
BS. in B.A., Finance, Accounting
Edward Swibold Edward Swibold's Merrill Lynch Experience April 1999 - September 2002
Job Senior Financial & Health Care Professional
Industry Individual & Family Services
Experience
Department of Social Services, State of Connecticut December 2006 - August 2014
Wachovia Securities Financial Network October 2004 - December 2005
Coburn & Meredith, Inc. March 2004 - October 2004
A.G. Edwards & Sons, Inc. September 2002 - March 2004
Merrill Lynch April 1999 - September 2002
Paine Webber August 1998 - April 1999
Skills
Strategic Planning, Team Building, Leadership, Customer Service, Natural liaison, Creative problem solver, Cross-functional Team..., Lasting relationship..., Relationship Management, Medicaid, Medicare, Long-term Care, Mentoring, Developing efficiences..., Conflict Resolution, Financial Services, Life Insurance, Process Improvement, Marketing, Retirement Planning, Nonprofits, Management, Consulting, Insurance, Investments, Leadership Development, Financial Planning, Portfolio Management, Negotiation, Proficient in both PC &..., Proficient with Word,...
Education
Central Connecticut State University 1981 — 1984
Bachelor's degree
The College of Wooster 1980 — 1981
Salisbury School, Salisbury Connecticut 1977 — 1980
Six sigma
Department of Social Services, State of Connecticut December 2006 - August 2014
Wachovia Securities Financial Network October 2004 - December 2005
Coburn & Meredith, Inc. March 2004 - October 2004
A.G. Edwards & Sons, Inc. September 2002 - March 2004
Merrill Lynch April 1999 - September 2002
Paine Webber August 1998 - April 1999
Skills
Strategic Planning, Team Building, Leadership, Customer Service, Natural liaison, Creative problem solver, Cross-functional Team..., Lasting relationship..., Relationship Management, Medicaid, Medicare, Long-term Care, Mentoring, Developing efficiences..., Conflict Resolution, Financial Services, Life Insurance, Process Improvement, Marketing, Retirement Planning, Nonprofits, Management, Consulting, Insurance, Investments, Leadership Development, Financial Planning, Portfolio Management, Negotiation, Proficient in both PC &..., Proficient with Word,...
Education
Central Connecticut State University 1981 — 1984
Bachelor's degree
The College of Wooster 1980 — 1981
Salisbury School, Salisbury Connecticut 1977 — 1980
Six sigma
Nicholas Cianci Nicholas Cianci's Merrill Lynch Experience 2011 - 2012
Job Senior Compliance Specialist at Foley Carrier Services
Industry Transportation/Trucking/Railroad
Experience
Foley Carrier Services June 2013 - Present
Merrill Lynch 2011 - 2012
CNC Engineering 2010 - 2011
Skills
Restaurants, Food Service, Food & Beverage, Bartending, Time Management, Microsoft Office, Microsoft Word, PowerPoint, Food, Microsoft Excel, Sales, Trucking, Marketing Strategy, Finance
Education
Central Connecticut State University 2012 — 2013
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Providence College 2007 — 2010
Foley Carrier Services June 2013 - Present
Merrill Lynch 2011 - 2012
CNC Engineering 2010 - 2011
Skills
Restaurants, Food Service, Food & Beverage, Bartending, Time Management, Microsoft Office, Microsoft Word, PowerPoint, Food, Microsoft Excel, Sales, Trucking, Marketing Strategy, Finance
Education
Central Connecticut State University 2012 — 2013
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Providence College 2007 — 2010
Florence Morgan's Merrill Lynch Experience 1996 - 2000
Job Experienced Project/Program Manager
Industry Information Technology and Services
Experience
Merrill James LLC June 2009 - Present
Selene Finance 2010 - 2012
Berkadia 2009 - 2010
Capmark 2008 - 2009
Capmark 2006 - 2008
GMAC Commercial Mortgage 2002 - 2006
GMAC Commercial Mortgage 2000 - 2002
Merrill Lynch 1996 - 2000
Skills
Business Analysis, Project Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, SDLC, Software Project..., Vendor Management, Program Management, IT Strategy, PMO, PMP, Integration, Resource Management, Process Improvement
Education
Centenary College of Louisiana
Bachelor of Science (B.S.)
Merrill James LLC June 2009 - Present
Selene Finance 2010 - 2012
Berkadia 2009 - 2010
Capmark 2008 - 2009
Capmark 2006 - 2008
GMAC Commercial Mortgage 2002 - 2006
GMAC Commercial Mortgage 2000 - 2002
Merrill Lynch 1996 - 2000
Skills
Business Analysis, Project Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, SDLC, Software Project..., Vendor Management, Program Management, IT Strategy, PMO, PMP, Integration, Resource Management, Process Improvement
Education
Centenary College of Louisiana
Bachelor of Science (B.S.)
Lee Lawrence MBA Lee Lawrence MBA's Merrill Lynch Experience August 2005 - July 2007
Job Marketing at Costco Wholesale
Industry Retail
Experience
Costco Wholesale September 2013 - Present
Costco Wholesale June 2008 - September 2013
Sequim Dungeness Chamber of Commerce 2007 - 2008
Merrill Lynch August 2005 - July 2007
Morgan Stanley Wealth Management October 1999 - August 2005
Ogden Corporation 1994 - 1999
Greenfield Environmental 1990 - 1994
Rollins Environmental 1987 - 1990
Waste Management 1982 - 1987
Calgon Carbon Corporation 1979 - 1982
Skills
Cashiering, Data Entry, Merchandising, Inventory Management, Outlook, Inventory Control, Fundraising, Retail, Sales, Microsoft Excel, Visual Merchandising, Telephone Skills, Leadership, Customer Satisfaction, Time Management, Teamwork, Customer Service, Project Management, Management, Team Building, Public Speaking, Microsoft Office, Strategic Planning, Event Planning
Education
Central Michigan University 1974 — 1978
Bachelor of Science (BS), Chemistry / Finance, 3.5
Illinois Benedictine University
Master of Business Administration (MBA), Finance, General
Thomas Jefferson School of Law
Environmental Law, Non-Degreed
Costco Wholesale September 2013 - Present
Costco Wholesale June 2008 - September 2013
Sequim Dungeness Chamber of Commerce 2007 - 2008
Merrill Lynch August 2005 - July 2007
Morgan Stanley Wealth Management October 1999 - August 2005
Ogden Corporation 1994 - 1999
Greenfield Environmental 1990 - 1994
Rollins Environmental 1987 - 1990
Waste Management 1982 - 1987
Calgon Carbon Corporation 1979 - 1982
Skills
Cashiering, Data Entry, Merchandising, Inventory Management, Outlook, Inventory Control, Fundraising, Retail, Sales, Microsoft Excel, Visual Merchandising, Telephone Skills, Leadership, Customer Satisfaction, Time Management, Teamwork, Customer Service, Project Management, Management, Team Building, Public Speaking, Microsoft Office, Strategic Planning, Event Planning
Education
Central Michigan University 1974 — 1978
Bachelor of Science (BS), Chemistry / Finance, 3.5
Illinois Benedictine University
Master of Business Administration (MBA), Finance, General
Thomas Jefferson School of Law
Environmental Law, Non-Degreed
Christine McWilliams's Merrill Lynch Experience July 1988 - March 1992
Job Technology Education Teacher at Holland Twp. School
Industry Education Management
Experience
Holland Township School September 1999 - Present
Merrill Lynch July 1988 - March 1992
AT&T August 1982 - July 1988
Skills
Graphics, Curriculum Design, Curriculum Development, Teaching, Educational Technology, Classroom, Lesson Planning, Instructional Design, Classroom Management, Educational Leadership, Teacher Training, Tutoring, Instructional Technology, Staff Development, E-Learning
Education
Centenary College 2000 — 2001
Teaching certification
School of Visual Arts 1983 — 1985
Graphic Design
New Jersey City State University 1978 — 1982
BA, Commercial Art, Graphics Design, Photography
Holland Township School September 1999 - Present
Merrill Lynch July 1988 - March 1992
AT&T August 1982 - July 1988
Skills
Graphics, Curriculum Design, Curriculum Development, Teaching, Educational Technology, Classroom, Lesson Planning, Instructional Design, Classroom Management, Educational Leadership, Teacher Training, Tutoring, Instructional Technology, Staff Development, E-Learning
Education
Centenary College 2000 — 2001
Teaching certification
School of Visual Arts 1983 — 1985
Graphic Design
New Jersey City State University 1978 — 1982
BA, Commercial Art, Graphics Design, Photography
Rob Weinrauch's Merrill Lynch Experience September 2010 - January 2011
Job Forecasting Analyst Continental Automotive
Industry Financial Services
Experience
Continental October 2014 - Present
Central Transport 2013 - October 2014
Central Transport May 2012 - November 2013
Sandler & Travis Trade Advisory Services, Inc. June 2011 - May 2012
Oakland County January 2011 - June 2011
Merrill Lynch September 2010 - January 2011
Comerica Bank May 2010 - September 2010
Skills
Fixed Assets, Tax, Microsoft Excel, Income Tax, Consolidation, Sales Tax, Sarbanes-Oxley, Microsoft Office, SAP, Financial Analysis, Financial Reporting, Depreciation, Property Tax, Finance, Analysis, Access, Data Analysis, Accounting, Financial Statements, Financial Accounting, GAAP, Training, Account Reconciliation, Sarbanes-Oxley Act, Cash Flow, US GAAP, Journal Entries, Internal Audit, Cash Flow Forecasting, Auditing, Invoicing, Customs Regulations, Tax Preparation, Market Research, Corporate Tax, Revenue Recognition, Process Improvement, Strategic Financial..., Accounts Receivable, Accruals, Supply Chain, Pivot Tables, Financial Statement...
Education
Oakland University 2009 — 2011
Bachelor of Science, Finance
Central Michigan University
Associate's degree, Business Administration and Management, General
Continental October 2014 - Present
Central Transport 2013 - October 2014
Central Transport May 2012 - November 2013
Sandler & Travis Trade Advisory Services, Inc. June 2011 - May 2012
Oakland County January 2011 - June 2011
Merrill Lynch September 2010 - January 2011
Comerica Bank May 2010 - September 2010
Skills
Fixed Assets, Tax, Microsoft Excel, Income Tax, Consolidation, Sales Tax, Sarbanes-Oxley, Microsoft Office, SAP, Financial Analysis, Financial Reporting, Depreciation, Property Tax, Finance, Analysis, Access, Data Analysis, Accounting, Financial Statements, Financial Accounting, GAAP, Training, Account Reconciliation, Sarbanes-Oxley Act, Cash Flow, US GAAP, Journal Entries, Internal Audit, Cash Flow Forecasting, Auditing, Invoicing, Customs Regulations, Tax Preparation, Market Research, Corporate Tax, Revenue Recognition, Process Improvement, Strategic Financial..., Accounts Receivable, Accruals, Supply Chain, Pivot Tables, Financial Statement...
Education
Oakland University 2009 — 2011
Bachelor of Science, Finance
Central Michigan University
Associate's degree, Business Administration and Management, General
Bobby McKee's Merrill Lynch Experience May 2001 - October 2006
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2006 - Present
Merrill Lynch May 2001 - October 2006
Education
Centenary College of Louisiana 1985 — 1989
B.A. Economics / Accounting Minor, Economics, Accounting & Finance
Morgan Stanley Smith Barney October 2006 - Present
Merrill Lynch May 2001 - October 2006
Education
Centenary College of Louisiana 1985 — 1989
B.A. Economics / Accounting Minor, Economics, Accounting & Finance
Anthony Franceschina's Merrill Lynch Experience 2002 - 2007
Job Structured Funding at Ally Financial Inc.
Industry Banking
Experience
Ally Financial Inc. July 2012 - Present
J.P.Morgan May 2009 - June 2012
Barrett Trade and Finance Group, LLC October 2008 - May 2009
Wireless Capital Partners October 2007 - April 2008
Merrill Lynch 2002 - 2007
Skills
Mortgage Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Finance
Central Michigan University 1998 — 2001
B.S., Psychology and Social Science
Ally Financial Inc. July 2012 - Present
J.P.Morgan May 2009 - June 2012
Barrett Trade and Finance Group, LLC October 2008 - May 2009
Wireless Capital Partners October 2007 - April 2008
Merrill Lynch 2002 - 2007
Skills
Mortgage Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Finance
Central Michigan University 1998 — 2001
B.S., Psychology and Social Science
Susan Mohi Susan Mohi's Merrill Lynch Experience 1994 - 1997
Job Director of Development at St. Hilda's & St. Hugh's
Industry Fund-Raising
Experience
St. Hilda's & St. Hugh's July 2007 - Present
Bank of America 1997 - 2003
Merrill Lynch 1994 - 1997
Morgan Stanley 1984 - 1994
GE 1978 - 1984
Skills
Annual Giving, Annual Fund, Prospect Research, Grant Writing, Stewardship, Event Planning, Event Management, Campaigns, Campaign Management, Donor Management, Board Relations, Strategic Communications, Planned Giving, Board Development, Fundraising, Admissions, Donor Recognition, Non-profit..., Direct Mail, Grants, Donor Engagement, Raiser's Edge, Capital Campaigns, Fundraisers, Program Development, Foundations, Newsletters, Non-profit Board..., Donor Research, Sponsorship, Major Gift Development, Organizational..., Editing, Strategic Planning, IT Strategy, Project Management, Major Gift Solicitations, Major Gift Cultivation
Education
Central Connecticut State University 1974 — 1977
Bachelor of Science (BS), Business Administration/Marketing
St. Hilda's & St. Hugh's July 2007 - Present
Bank of America 1997 - 2003
Merrill Lynch 1994 - 1997
Morgan Stanley 1984 - 1994
GE 1978 - 1984
Skills
Annual Giving, Annual Fund, Prospect Research, Grant Writing, Stewardship, Event Planning, Event Management, Campaigns, Campaign Management, Donor Management, Board Relations, Strategic Communications, Planned Giving, Board Development, Fundraising, Admissions, Donor Recognition, Non-profit..., Direct Mail, Grants, Donor Engagement, Raiser's Edge, Capital Campaigns, Fundraisers, Program Development, Foundations, Newsletters, Non-profit Board..., Donor Research, Sponsorship, Major Gift Development, Organizational..., Editing, Strategic Planning, IT Strategy, Project Management, Major Gift Solicitations, Major Gift Cultivation
Education
Central Connecticut State University 1974 — 1977
Bachelor of Science (BS), Business Administration/Marketing
Ryan Reck Ryan Reck's Merrill Lynch Experience June 2008 - August 2008
Job Attorney at The Woods Law Office, PLLC
Industry Legal Services
Experience
The Woods Law Office, PLLC September 2011 - Present
Miami-Dade Public Defender's Office May 2010 - August 2010
Merrill Lynch June 2008 - August 2008
Mayhem Pictures June 2008 - August 2008
100.3 TheSound (Bonneville International) June 2008 - August 2008
Skills
Estate Planning, Investments, Excel, Microsoft Office, Word, Elder Law, Commercial Litigation, Microsoft Excel, Microsoft Word, Veterans Benefits, Wills
Education
Wayne State University Law School 2008 — 2011
Juris Doctorate, Law
Central Michigan University 2004 — 2008
B.S in B.A, Finance
The Woods Law Office, PLLC September 2011 - Present
Miami-Dade Public Defender's Office May 2010 - August 2010
Merrill Lynch June 2008 - August 2008
Mayhem Pictures June 2008 - August 2008
100.3 TheSound (Bonneville International) June 2008 - August 2008
Skills
Estate Planning, Investments, Excel, Microsoft Office, Word, Elder Law, Commercial Litigation, Microsoft Excel, Microsoft Word, Veterans Benefits, Wills
Education
Wayne State University Law School 2008 — 2011
Juris Doctorate, Law
Central Michigan University 2004 — 2008
B.S in B.A, Finance
Fred Dabroski's Merrill Lynch Experience January 2005 - May 2005
Job Assistant Vice President AllianceBernstein, LP.
Industry Investment Management
Experience
AB August 2015 - Present
St. Luke's Cornwall Hospital Health Systems Foundation April 2014 - Present
AllianceBernstein August 2011 - August 2015
AllianceBernstein January 2007 - August 2011
Merrill Lynch January 2005 - May 2005
Skills
Microsoft Office, Team Management, Excel, Customer Service, Bloomberg, Hedge Funds, Macro, Private Equity, Commingled Fund, Microsoft Excel, Fixed Income, Equities, Alternative Investments, Analysis, Mutual Funds
Education
Central Connecticut State University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
AB August 2015 - Present
St. Luke's Cornwall Hospital Health Systems Foundation April 2014 - Present
AllianceBernstein August 2011 - August 2015
AllianceBernstein January 2007 - August 2011
Merrill Lynch January 2005 - May 2005
Skills
Microsoft Office, Team Management, Excel, Customer Service, Bloomberg, Hedge Funds, Macro, Private Equity, Commingled Fund, Microsoft Excel, Fixed Income, Equities, Alternative Investments, Analysis, Mutual Funds
Education
Central Connecticut State University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Michael Komara's Merrill Lynch Experience November 2001 - January 2006
Job Wealth Coach at MKD Wealth Coaches. Author of Life in the Balance.
Industry Financial Services
Experience
MKD Wealth Coaches January 2006 - Present
Merrill Lynch November 2001 - January 2006
Education
Central Michigan University
MKD Wealth Coaches January 2006 - Present
Merrill Lynch November 2001 - January 2006
Education
Central Michigan University
Sue Duggan Sue Duggan's Merrill Lynch Experience June 1980 - December 1985
Job Data and Pupil Services Coordinator at Brandon School District
Industry Education Management
Experience
Brandon School District January 2011 - Present
Brandon School District August 2010 - January 2011
Brandon Schools – Oakwood Elementary August 2005 - January 2010
Brandon Schools - H. T. Burt Elementary and Brandon Middle School September 1994 - July 2005
Merrill Lynch June 1980 - December 1985
Merrill Lynch May 1978 - June 1980
Skills
Technology Integration, Educational Technology, Classroom, Educational Leadership, Leadership, Adobe Connect, Project Planning, Smartboard, Instructional Technology, American Sign Language, Lectora, iDVD, Library Management, Library Instruction, Virtual Reference, Research
Education
Central Michigan University 1976 — 1978
Associates, Secreterial
Lake Orion Community Schools 1963 — 1976
Diploma
Central Michigan University
Associates Degree, Secretarial
Brandon School District January 2011 - Present
Brandon School District August 2010 - January 2011
Brandon Schools – Oakwood Elementary August 2005 - January 2010
Brandon Schools - H. T. Burt Elementary and Brandon Middle School September 1994 - July 2005
Merrill Lynch June 1980 - December 1985
Merrill Lynch May 1978 - June 1980
Skills
Technology Integration, Educational Technology, Classroom, Educational Leadership, Leadership, Adobe Connect, Project Planning, Smartboard, Instructional Technology, American Sign Language, Lectora, iDVD, Library Management, Library Instruction, Virtual Reference, Research
Education
Central Michigan University 1976 — 1978
Associates, Secreterial
Lake Orion Community Schools 1963 — 1976
Diploma
Central Michigan University
Associates Degree, Secretarial
Bruce Plent's Merrill Lynch Experience 1989 - 1992
Job Attorney, Writer & Editor
Industry Writing and Editing
Experience
JD Scribes 2003 - Present
Business & Legal Reports 1998 - 2003
Travelers Insurance Company / Hartford Insurance Group 1995 - 1998
Legal Aid Society 1992 - 1995
Merrill Lynch 1989 - 1992
Skills
Editing, Press Releases, Web Content, Newsletters, Publishing, Publications, Corporate Communications, Magazines, Books, Public Speaking, Research, Employment Law, Interviews, Writing, Content Development, Social Media, Creative Writing, Freelance Writing, Training
Education
Thomas M. Cooley Law School 1992 — 1995
Doctor of Law (JD)
Central Connecticut State University 1985 — 1989
Business, Business Management
JD Scribes 2003 - Present
Business & Legal Reports 1998 - 2003
Travelers Insurance Company / Hartford Insurance Group 1995 - 1998
Legal Aid Society 1992 - 1995
Merrill Lynch 1989 - 1992
Skills
Editing, Press Releases, Web Content, Newsletters, Publishing, Publications, Corporate Communications, Magazines, Books, Public Speaking, Research, Employment Law, Interviews, Writing, Content Development, Social Media, Creative Writing, Freelance Writing, Training
Education
Thomas M. Cooley Law School 1992 — 1995
Doctor of Law (JD)
Central Connecticut State University 1985 — 1989
Business, Business Management
Richard Wermske Richard Wermske's Merrill Lynch Experience 2009 - 2010
Job IT Professional / Paralegal (ITIL, CISM*, RHCE, BBA/MIS)
Industry Information Technology and Services
Experience
LyondellBasell January 2010 - August 2011
Merrill Lynch 2009 - 2010
LyondellBasell Industries 2008 - 2009
British Petroleum 2002 - 2008
JPMorgan Chase 2005 - 2005
Duke Energy 2001 - 2002
The University of Texas Health Science Center at Houston 2000 - 2001
Sprint 1999 - 2000
Continental Airlines 1995 - 1999
Skills
ITIL, Information Security..., IT Management, IT Strategy, IT Service Management, Integration, SharePoint, Disaster Recovery, Enterprise Architecture, Infrastructure, Business Process..., Business Continuity, Project Management, Process Improvement, SDLC, Information Technology, Linux, Unix, Solution Architecture, Management Consulting, Westlaw, Litigation Support, Legal Research, Legal Writing, Metrics, Vendor Management, Business Analysis, Risk Management, Penetration Testing, Change Management, Continuous Improvement, Computer Security, Shell Scripting, Standards Compliance, Capacity Management, Key Performance..., Knowledge Management, Requirements Management, Relationship Management, Turnaround Experience, Service Availability, Resource Management
Education
Center for Advanced Legal Studies 2012 — 2013
Paralegal Certificate, Law, 4.0
University of Houston 1991 — 2006
BBA, Management, MIS, European Studies
LyondellBasell January 2010 - August 2011
Merrill Lynch 2009 - 2010
LyondellBasell Industries 2008 - 2009
British Petroleum 2002 - 2008
JPMorgan Chase 2005 - 2005
Duke Energy 2001 - 2002
The University of Texas Health Science Center at Houston 2000 - 2001
Sprint 1999 - 2000
Continental Airlines 1995 - 1999
Skills
ITIL, Information Security..., IT Management, IT Strategy, IT Service Management, Integration, SharePoint, Disaster Recovery, Enterprise Architecture, Infrastructure, Business Process..., Business Continuity, Project Management, Process Improvement, SDLC, Information Technology, Linux, Unix, Solution Architecture, Management Consulting, Westlaw, Litigation Support, Legal Research, Legal Writing, Metrics, Vendor Management, Business Analysis, Risk Management, Penetration Testing, Change Management, Continuous Improvement, Computer Security, Shell Scripting, Standards Compliance, Capacity Management, Key Performance..., Knowledge Management, Requirements Management, Relationship Management, Turnaround Experience, Service Availability, Resource Management
Education
Center for Advanced Legal Studies 2012 — 2013
Paralegal Certificate, Law, 4.0
University of Houston 1991 — 2006
BBA, Management, MIS, European Studies
Eric Marker Eric Marker's Merrill Lynch Experience July 2010 - May 2011
Job Physical Therapy Student
Industry Health, Wellness and Fitness
Experience
Various July 2011 - December 2011
Merrill Lynch July 2010 - May 2011
Central Michigan University November 2009 - May 2010
Little Caesars May 2007 - August 2007
Engelhardt Farms May 2001 - August 2006
Skills
Purchasing Management, Inventory, Investment Strategies, Management, Event Planning, Problem Solving, Microsoft Office, Business Analysis, Strategic Financial..., Coordinating Meetings, Customer Retention, Investment Management, Retention Strategies, Data Analysis, Financial Analysis, Public Speaking, Team Management, Strategic Planning, Situation Analysis, Event Management, Public Relations, Logistics, Time Management, Appointment Scheduling, Investment Banking
Education
Central Michigan University 2006 — 2010
Bachelor of Science, Business Administration; Personal Financial Planning & Finance
Various July 2011 - December 2011
Merrill Lynch July 2010 - May 2011
Central Michigan University November 2009 - May 2010
Little Caesars May 2007 - August 2007
Engelhardt Farms May 2001 - August 2006
Skills
Purchasing Management, Inventory, Investment Strategies, Management, Event Planning, Problem Solving, Microsoft Office, Business Analysis, Strategic Financial..., Coordinating Meetings, Customer Retention, Investment Management, Retention Strategies, Data Analysis, Financial Analysis, Public Speaking, Team Management, Strategic Planning, Situation Analysis, Event Management, Public Relations, Logistics, Time Management, Appointment Scheduling, Investment Banking
Education
Central Michigan University 2006 — 2010
Bachelor of Science, Business Administration; Personal Financial Planning & Finance
Jeffrey J. Wilson, CFP® Jeffrey J. Wilson, CFP®'s Merrill Lynch Experience April 2011 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Michigan Securities, Inc. February 2008 - September 2009
Quest Capital Strategies, Inc. October 2003 - February 2006
Olde Discount Corpoartion 1997 - 2001
Wolverine Products, Inc. January 1993 - June 1997
Skills
Portfolio Management, Wealth Management, Investment Advisory, Bonds, Investments, Securities, Asset Allocation, Series 7, Retirement Planning, Series 63, Mutual Funds, Equities, Fixed Income, Alternative Investments, Strategic Financial..., Financial Advisory, Finance, Financial Services, Financial Planning
Education
Passed Level I of the CFA Program, CFA Institute, 2012.
Financial Analyst
Oakland University 2009 — 2010
Certificate, Personal Financial Planning Program
Central Michigan University 1988 — 1992
BSBA, Accounting & Finance Double Major
Merrill Lynch April 2011 - Present
Michigan Securities, Inc. February 2008 - September 2009
Quest Capital Strategies, Inc. October 2003 - February 2006
Olde Discount Corpoartion 1997 - 2001
Wolverine Products, Inc. January 1993 - June 1997
Skills
Portfolio Management, Wealth Management, Investment Advisory, Bonds, Investments, Securities, Asset Allocation, Series 7, Retirement Planning, Series 63, Mutual Funds, Equities, Fixed Income, Alternative Investments, Strategic Financial..., Financial Advisory, Finance, Financial Services, Financial Planning
Education
Passed Level I of the CFA Program, CFA Institute, 2012.
Financial Analyst
Oakland University 2009 — 2010
Certificate, Personal Financial Planning Program
Central Michigan University 1988 — 1992
BSBA, Accounting & Finance Double Major
Eugene Gene R. Banta, MBA, PMP Eugene Gene R. Banta, MBA, PMP's Merrill Lynch Experience 1998 - 1999
Job Project Portfolio Lead / Project Control Analyst at Leidos
Industry Information Technology and Services
Experience
Leidos May 2014 - Present
Leidos September 2013 - May 2014
SAIC February 2011 - September 2013
Polk County Real Estate Investors Association (PCREIA) September 2010 - December 2011
L. A. Acting Workshop May 2009 - November 2010
Pfizer Pharmaceuticals 2006 - 2008
Pfizer Pharmaceuticals 2003 - 2005
SJP Properties 2000 - 2001
NCR Corporation 1999 - 2000
Merrill Lynch 1998 - 1999
Skills
Project Management, Project Planning, Strategy, Program Management, Management, Analysis, Vendor Management, Leadership, Disaster Recovery, CRM, Project Portfolio..., Integration, Competitive Analysis, PMP, Security, IT Management, Process Improvement, SDLC, Budgets, Team Building
Education
Centenary College
MBA, General Business Administration
Montclair State University
B.S. - Business Administration, Marketing & Management Information Systems
Morris Knolls High School 1990 — 1994
Diploma, Liberal Arts
Leidos May 2014 - Present
Leidos September 2013 - May 2014
SAIC February 2011 - September 2013
Polk County Real Estate Investors Association (PCREIA) September 2010 - December 2011
L. A. Acting Workshop May 2009 - November 2010
Pfizer Pharmaceuticals 2006 - 2008
Pfizer Pharmaceuticals 2003 - 2005
SJP Properties 2000 - 2001
NCR Corporation 1999 - 2000
Merrill Lynch 1998 - 1999
Skills
Project Management, Project Planning, Strategy, Program Management, Management, Analysis, Vendor Management, Leadership, Disaster Recovery, CRM, Project Portfolio..., Integration, Competitive Analysis, PMP, Security, IT Management, Process Improvement, SDLC, Budgets, Team Building
Education
Centenary College
MBA, General Business Administration
Montclair State University
B.S. - Business Administration, Marketing & Management Information Systems
Morris Knolls High School 1990 — 1994
Diploma, Liberal Arts
Robert Parrott's Merrill Lynch Experience February 2000 - January 2009
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Merrill Lynch February 2000 - January 2009
Skills
Investments, Financial Advisory, Finance, Certified Financial..., CLU, Strategic Planning, Retirement Planning, Series 7, Leadership, Financial Planning, Wealth Management, Risk Management, Retirement, Strategic Financial..., Customer Service, Portfolio Management, Series 63, ChFC, Investment Advisory, Asset Allocation, Investment Strategies
Education
Central College 1967 — 1970
B.A. Economics
UBS Financial Services January 2009 - Present
Merrill Lynch February 2000 - January 2009
Skills
Investments, Financial Advisory, Finance, Certified Financial..., CLU, Strategic Planning, Retirement Planning, Series 7, Leadership, Financial Planning, Wealth Management, Risk Management, Retirement, Strategic Financial..., Customer Service, Portfolio Management, Series 63, ChFC, Investment Advisory, Asset Allocation, Investment Strategies
Education
Central College 1967 — 1970
B.A. Economics
Jeff Abruzzo Jeff Abruzzo's Merrill Lynch Experience 1990 - 1992
Job Category Manager CStores at MillerCoors
Industry Consumer Goods
Experience
MillerCoors January 2011 - Present
L'Oreal S.A. June 2008 - July 2010
L'Oreal November 2006 - June 2008
ACNielsen December 2000 - November 2006
Golden Books Publishing Company 1999 - 2000
Hartz Mountain Corporation 1996 - 1999
Food Enterprise of NY 1992 - 1996
Merrill Lynch 1990 - 1992
Skills
Competitive Analysis, Forecasting, Nielsen, Product Marketing, Trade Marketing, Merchandising, Management, Strategy, Marketing, Integrated Marketing, IRI, Account Management, Segmentation, Sales, Grocery
Education
Central Connecticut State University 1988 — 1990
Bachelor of Science, Accounting
MillerCoors January 2011 - Present
L'Oreal S.A. June 2008 - July 2010
L'Oreal November 2006 - June 2008
ACNielsen December 2000 - November 2006
Golden Books Publishing Company 1999 - 2000
Hartz Mountain Corporation 1996 - 1999
Food Enterprise of NY 1992 - 1996
Merrill Lynch 1990 - 1992
Skills
Competitive Analysis, Forecasting, Nielsen, Product Marketing, Trade Marketing, Merchandising, Management, Strategy, Marketing, Integrated Marketing, IRI, Account Management, Segmentation, Sales, Grocery
Education
Central Connecticut State University 1988 — 1990
Bachelor of Science, Accounting
Steven Dangel's Merrill Lynch Experience September 1988 - April 2009
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James & Associates April 2009 - Present
Merrill Lynch September 1988 - April 2009
PaineWebber July 1973 - September 1988
Skills
Investments, Securities, Retirement Planning, Series 7, Investment Advisory
Education
Central Michigan University 1970 — 1972
Masters Degree in Business Administration, Management
Ferris State University 1966 — 1968
Bachelors Degree in Business Administration, Management
Raymond James & Associates April 2009 - Present
Merrill Lynch September 1988 - April 2009
PaineWebber July 1973 - September 1988
Skills
Investments, Securities, Retirement Planning, Series 7, Investment Advisory
Education
Central Michigan University 1970 — 1972
Masters Degree in Business Administration, Management
Ferris State University 1966 — 1968
Bachelors Degree in Business Administration, Management
Donald Pietrowski Donald Pietrowski's Merrill Lynch Experience 1983 - 1984
Job President, RDA Group
Industry Market Research
Experience
RDA Group August 2006 - Present
RDA Group 1998 - 2006
RDA Group 1990 - 1998
RDA Group 1988 - 1990
RDA Group 1986 - 1988
RDA Group 1985 - 1986
Merrill Lynch 1983 - 1984
Skills
Automotive, Market Research, Marketing Research, Customer Satisfaction, Marketing Strategy, Customer Insight, Competitive Analysis
Education
Duke University - The Fuqua School of Business 1995 — 1995
Business
Oakland University 1987 — 1991
MSBA
Central Michigan University 1979 — 1983
BSBA
Brother Rice
RDA Group August 2006 - Present
RDA Group 1998 - 2006
RDA Group 1990 - 1998
RDA Group 1988 - 1990
RDA Group 1986 - 1988
RDA Group 1985 - 1986
Merrill Lynch 1983 - 1984
Skills
Automotive, Market Research, Marketing Research, Customer Satisfaction, Marketing Strategy, Customer Insight, Competitive Analysis
Education
Duke University - The Fuqua School of Business 1995 — 1995
Business
Oakland University 1987 — 1991
MSBA
Central Michigan University 1979 — 1983
BSBA
Brother Rice
Jeffrey Mahar Jeffrey Mahar's Merrill Lynch Experience 2006 - 2008
Job Financial Advisor at NewAlliance Bank
Industry Financial Services
Experience
NewAlliance Bank 2010 - 2011
Merrill Lynch 2006 - 2008
Advest, Inc. 1993 - 2006
Education
Central Connecticut State University 1992 — 1996
BS, Finance
NewAlliance Bank 2010 - 2011
Merrill Lynch 2006 - 2008
Advest, Inc. 1993 - 2006
Education
Central Connecticut State University 1992 — 1996
BS, Finance
Corwin D Alston, MBA's Merrill Lynch Experience November 1994 - July 1995
Job Experienced Telecommunications Account Manager and Sourcing Leader
Industry Telecommunications
Experience
Sprint November 2014 - July 2015
Verizon July 2011 - January 2014
Verizon Wireless August 2006 - July 2011
Verizon Wireless January 2005 - August 2006
Verizon Wireless March 2003 - January 2005
Verizon Wireless July 2000 - March 2003
Verizon Wireless November 1998 - July 2000
Verizon Wireless July 1995 - November 1998
Merrill Lynch November 1994 - July 1995
Skills
Program Management, Analysis, National Account..., Strategic Account..., Account Relationship, Product Development, New Business Development, E-commerce, Business Strategy, Logistics, CRM, Product Marketing, Contract Management, Mergers, Product Management, Process Improvement, Business Analysis, Executive Management, Sales Process, Customer Experience, Change Management, Integration, Pricing, VoIP, Sales Presentations, Cloud Computing, Coaching, LTE, Cellular Communications, Risk Management, Product Launch, Team Building, Team Leadership, Account Management, Solution Selling, Strategic Partnerships, Sales Operations, Strategy, Leadership, Management, Forecasting, Sales, Strategic Planning, Vendor Management, M2M, Mobile Devices, Contract Negotiation, Call Centers, Marketing, Negotiation
Education
Centenary College 2011 — 2013
Masters, Business Administration, Management and Operations, 3.98 GPA
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2004
Mini-MBA, Business Essentials Certificate Program
Rutgers University-New Brunswick
Bachelor's Degree, Economics
Sprint November 2014 - July 2015
Verizon July 2011 - January 2014
Verizon Wireless August 2006 - July 2011
Verizon Wireless January 2005 - August 2006
Verizon Wireless March 2003 - January 2005
Verizon Wireless July 2000 - March 2003
Verizon Wireless November 1998 - July 2000
Verizon Wireless July 1995 - November 1998
Merrill Lynch November 1994 - July 1995
Skills
Program Management, Analysis, National Account..., Strategic Account..., Account Relationship, Product Development, New Business Development, E-commerce, Business Strategy, Logistics, CRM, Product Marketing, Contract Management, Mergers, Product Management, Process Improvement, Business Analysis, Executive Management, Sales Process, Customer Experience, Change Management, Integration, Pricing, VoIP, Sales Presentations, Cloud Computing, Coaching, LTE, Cellular Communications, Risk Management, Product Launch, Team Building, Team Leadership, Account Management, Solution Selling, Strategic Partnerships, Sales Operations, Strategy, Leadership, Management, Forecasting, Sales, Strategic Planning, Vendor Management, M2M, Mobile Devices, Contract Negotiation, Call Centers, Marketing, Negotiation
Education
Centenary College 2011 — 2013
Masters, Business Administration, Management and Operations, 3.98 GPA
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2004
Mini-MBA, Business Essentials Certificate Program
Rutgers University-New Brunswick
Bachelor's Degree, Economics
E. Scott Miller's Merrill Lynch Experience January 2015 - Present
Job Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
TIAA-CREF June 2014 - January 2015
DryCASE August 2013 - January 2014
Hyatt House March 2013 - January 2014
Construction Specialties, Inc June 2013 - August 2013
Merrill Lynch April 2013 - August 2013
Earth Fare - the healthy supermarket January 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Marketing Research, Team Leadership, Marketing Strategy, Social Networking, Marketing, Teamwork, Social Media Marketing, Customer Service, Event Planning, Event Management, Time Management, Customer Satisfaction, Outlook, Marketing Communications, Public Speaking, Data Analysis, Team Building, Economics, Entrepreneurship, Creative Writing, Conflict Resolution, Leadership, Market Research, Music, Promotions, Analysis, Management, Public Relations, Fundraising, Finance, Research, Product Development, Online Marketing, Google Analytics, Market Analysis, CRM, English, Financial Analysis, Financial Services
Education
University of North Carolina at Wilmington 2011 — 2014
Bachelor of Science in Business Administration (B.B.A.), Marketing/Marketing Management, General, 3.0 GPA
Central Piedmont Community College 2009 — 2010
General Studies, Business Administration and Management, General
Merrill Lynch January 2015 - Present
TIAA-CREF June 2014 - January 2015
DryCASE August 2013 - January 2014
Hyatt House March 2013 - January 2014
Construction Specialties, Inc June 2013 - August 2013
Merrill Lynch April 2013 - August 2013
Earth Fare - the healthy supermarket January 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Marketing Research, Team Leadership, Marketing Strategy, Social Networking, Marketing, Teamwork, Social Media Marketing, Customer Service, Event Planning, Event Management, Time Management, Customer Satisfaction, Outlook, Marketing Communications, Public Speaking, Data Analysis, Team Building, Economics, Entrepreneurship, Creative Writing, Conflict Resolution, Leadership, Market Research, Music, Promotions, Analysis, Management, Public Relations, Fundraising, Finance, Research, Product Development, Online Marketing, Google Analytics, Market Analysis, CRM, English, Financial Analysis, Financial Services
Education
University of North Carolina at Wilmington 2011 — 2014
Bachelor of Science in Business Administration (B.B.A.), Marketing/Marketing Management, General, 3.0 GPA
Central Piedmont Community College 2009 — 2010
General Studies, Business Administration and Management, General
Cynthia Kendall Cynthia Kendall's Merrill Lynch Experience March 2012 - January 2014
Job Vice President, Network Services TelePresence Service Delivery at Bank of America
Industry Information Technology and Services
Experience
Bank of America July 2014 - Present
Merrill Lynch March 2012 - January 2014
Bank of America November 2006 - August 2011
EDS August 2003 - November 2006
Bank of America October 1992 - August 2003
Skills
Vendor Management, SDLC, Process Improvement, Leadership, Budgets, Banking, Project Management, PMP, Strategic Planning, Customer Service, Consulting, Visio
Education
University of North Carolina at Greensboro 2014 — 2016
Bachelor's Degree, International Relations and Affairs
Central Piedmont Community College 2012 — 2014
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
University of Nebraska-Lincoln 1982 — 1986
Music
Bank of America July 2014 - Present
Merrill Lynch March 2012 - January 2014
Bank of America November 2006 - August 2011
EDS August 2003 - November 2006
Bank of America October 1992 - August 2003
Skills
Vendor Management, SDLC, Process Improvement, Leadership, Budgets, Banking, Project Management, PMP, Strategic Planning, Customer Service, Consulting, Visio
Education
University of North Carolina at Greensboro 2014 — 2016
Bachelor's Degree, International Relations and Affairs
Central Piedmont Community College 2012 — 2014
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
University of Nebraska-Lincoln 1982 — 1986
Music
Angela Shane Angela Shane's Merrill Lynch Experience April 2007 - December 2010
Job AVP; Treasury Service Specialist at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch August 2013 - Present
Merrill Lynch April 2007 - December 2010
Bank of America August 2004 - April 2007
Bank of America August 2002 - August 2004
Bank of America April 2001 - August 2002
Bank of America June 1998 - April 2001
Skills
Customer Service, Project Management, Treasury Services, Call Routing, Call center start-up, Information Security..., Business Continuity..., Digital Communication..., Training & Development, Business Strategy
Education
University of North Carolina at Charlotte 2011 — 2013
B.S.B.A., Management, 3.3
Central Piedmont Community College
Associate’s Degree
Wichita State University
Bank of America Merrill Lynch August 2013 - Present
Merrill Lynch April 2007 - December 2010
Bank of America August 2004 - April 2007
Bank of America August 2002 - August 2004
Bank of America April 2001 - August 2002
Bank of America June 1998 - April 2001
Skills
Customer Service, Project Management, Treasury Services, Call Routing, Call center start-up, Information Security..., Business Continuity..., Digital Communication..., Training & Development, Business Strategy
Education
University of North Carolina at Charlotte 2011 — 2013
B.S.B.A., Management, 3.3
Central Piedmont Community College
Associate’s Degree
Wichita State University
Chip Wilcox Chip Wilcox's Merrill Lynch Experience September 2003 - March 2009
Job Financial Advisor
Industry Financial Services
Experience
Triad Wealth Management March 2009 - Present
Merrill Lynch September 2003 - March 2009
SouthTrust Bank March 2002 - September 2003
Skills
Finance, Investments, Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Series 7, Retirement, Portfolio Management, Asset Allocation
Education
University of Michigan-Flint 1995 — 1996
Bachelor of Business Administration (B.B.A.)
Cedarville University 1992 — 1995
International Business
University of Michigan-Flint 1991 — 1992
Business Administration and Management, General
Lapeer West High School 1988 — 1991
High School Diploma
Triad Wealth Management March 2009 - Present
Merrill Lynch September 2003 - March 2009
SouthTrust Bank March 2002 - September 2003
Skills
Finance, Investments, Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Series 7, Retirement, Portfolio Management, Asset Allocation
Education
University of Michigan-Flint 1995 — 1996
Bachelor of Business Administration (B.B.A.)
Cedarville University 1992 — 1995
International Business
University of Michigan-Flint 1991 — 1992
Business Administration and Management, General
Lapeer West High School 1988 — 1991
High School Diploma
Doug Kerwin Doug Kerwin's Merrill Lynch Experience April 2000 - April 2002
Job Vice President at Adworthy
Industry Retail
Experience
Adworthy December 2014 - Present
A.C. Moore June 2014 - November 2014
Pep Boys September 2012 - May 2014
FramedArt.com April 2005 - June 2012
SavaNet LLC April 2004 - April 2005
Reuters March 2003 - April 2004
Metaverse Corporation April 2002 - March 2003
Merrill Lynch April 2000 - April 2002
Towers Watson October 1999 - April 2000
Appletree.com October 1998 - October 1999
Skills
SEM, Google Adwords, Online Retail, Customer Acquisition, Affiliate Marketing, Email Marketing, Web Analytics, Web Development, M&A experience, Domain Names, Merchandising, Capital Raising, Microsoft SQL Server, Entrepreneurship, SEO, Web Applications, E-commerce, Analytics, Start-ups, Online Advertising, Direct Marketing, User Experience, Conversion Optimization, Google Analytics, Omniture, Mobile Devices, Competitive Analysis
Education
Cedarville University 1995 — 1999
BA, Management Information Systems
Adworthy December 2014 - Present
A.C. Moore June 2014 - November 2014
Pep Boys September 2012 - May 2014
FramedArt.com April 2005 - June 2012
SavaNet LLC April 2004 - April 2005
Reuters March 2003 - April 2004
Metaverse Corporation April 2002 - March 2003
Merrill Lynch April 2000 - April 2002
Towers Watson October 1999 - April 2000
Appletree.com October 1998 - October 1999
Skills
SEM, Google Adwords, Online Retail, Customer Acquisition, Affiliate Marketing, Email Marketing, Web Analytics, Web Development, M&A experience, Domain Names, Merchandising, Capital Raising, Microsoft SQL Server, Entrepreneurship, SEO, Web Applications, E-commerce, Analytics, Start-ups, Online Advertising, Direct Marketing, User Experience, Conversion Optimization, Google Analytics, Omniture, Mobile Devices, Competitive Analysis
Education
Cedarville University 1995 — 1999
BA, Management Information Systems
Joseph Ocampo Joseph Ocampo's Merrill Lynch Experience June 2010 - August 2010
Job Associate Compensation Analyst at Webster Bank
Industry Banking
Experience
Webster Bank July 2015 - Present
Edible Arrangements March 2013 - July 2015
ING October 2012 - March 2013
Farmington Bank February 2008 - September 2012
Merrill Lynch June 2010 - August 2010
Skills
Mortgage Lending, Banking, Commercial Lending, Credit, Loans, Accounting, Portfolio Management, Management, Finance, Analysis, Mutual Funds
Education
Central Connecticut State University 2007 — 2011
Bachelor of Science, Finance
Webster Bank July 2015 - Present
Edible Arrangements March 2013 - July 2015
ING October 2012 - March 2013
Farmington Bank February 2008 - September 2012
Merrill Lynch June 2010 - August 2010
Skills
Mortgage Lending, Banking, Commercial Lending, Credit, Loans, Accounting, Portfolio Management, Management, Finance, Analysis, Mutual Funds
Education
Central Connecticut State University 2007 — 2011
Bachelor of Science, Finance
Dan LeFevour Dan LeFevour's Merrill Lynch Experience November 2012 - Present
Job Client Associate at Merrill Lynch
Industry Sports
Experience
Montreal Alouettes February 2015 - Present
Merrill Lynch November 2012 - Present
Hamilton Tiger-Cats Football Club June 2012 - February 2015
Jacksonville Jaguars November 2011 - May 2012
Indianapolis Colts October 2011 - November 2011
Cincinnati Bengals September 2010 - September 2011
Chicago Bears April 2010 - September 2010
Skills
Sports Marketing, Sports, Sports Management, Sponsorship, Athletics, Football, Ticket Sales, Leadership
Education
Central Michigan University 2005 — 2010
Bachelor of Applied Arts, Interpersonal Communication
Benet Academy 2001 — 2005
Montreal Alouettes February 2015 - Present
Merrill Lynch November 2012 - Present
Hamilton Tiger-Cats Football Club June 2012 - February 2015
Jacksonville Jaguars November 2011 - May 2012
Indianapolis Colts October 2011 - November 2011
Cincinnati Bengals September 2010 - September 2011
Chicago Bears April 2010 - September 2010
Skills
Sports Marketing, Sports, Sports Management, Sponsorship, Athletics, Football, Ticket Sales, Leadership
Education
Central Michigan University 2005 — 2010
Bachelor of Applied Arts, Interpersonal Communication
Benet Academy 2001 — 2005
Leon Hill's Merrill Lynch Experience November 2014 - Present
Job Web Designer / Developer at Merrill Lynch
Industry Graphic Design
Experience
Merrill Lynch November 2014 - Present
Martindale-Hubbell, LLC November 2013 - November 2014
Lexis Nexis May 2011 - November 2013
Skills
Web Design, Illustration, Acting, Graphic Design, Dreamweaver, Photoshop, Illustrator, Layout, Art Direction, User Experience, Adobe Creative Suite, QuarkXPress, Website Development, Information Architecture, WordPress, Social Media Marketing, Social Media, Email Marketing, SEO, Marketing, Web Development
Education
Centenary College 2005 — 2010
B.F.A, Graphic Design & Multimedia Arts
Centenary College 2005 — 2010
B.A, Theatre Arts & Acting
franklin high school 2001 — 2005
Merrill Lynch November 2014 - Present
Martindale-Hubbell, LLC November 2013 - November 2014
Lexis Nexis May 2011 - November 2013
Skills
Web Design, Illustration, Acting, Graphic Design, Dreamweaver, Photoshop, Illustrator, Layout, Art Direction, User Experience, Adobe Creative Suite, QuarkXPress, Website Development, Information Architecture, WordPress, Social Media Marketing, Social Media, Email Marketing, SEO, Marketing, Web Development
Education
Centenary College 2005 — 2010
B.F.A, Graphic Design & Multimedia Arts
Centenary College 2005 — 2010
B.A, Theatre Arts & Acting
franklin high school 2001 — 2005
Sarah Cobb, AFC, PHR Sarah Cobb, AFC, PHR's Merrill Lynch Experience July 2007 - March 2009
Job Experienced HR Manager, Recruiter and Financial Counselor | Veteran Transition Expertise
Industry Human Resources
Experience
Serco February 2014 - Present
Sitel September 2009 - April 2013
Todays Office Professionals March 2009 - July 2009
Merrill Lynch July 2007 - March 2009
RS&H October 2006 - July 2007
Washington Mutual October 2002 - September 2006
Crawford & Company July 1999 - November 2002
Skills
Recruiting, Human Resources, Applicant Tracking..., Interviews, Training, Employee Relations, Sourcing, Personnel Management, Leadership, Management, Employee Benefits, Hiring, Benefits Administration, New Hire Orientations, Executive Search, Taleo, Employee Engagement, Workforce Planning, Screening, Internet Recruiting, Onboarding, Screening Resumes, Employee Training, Payroll, Performance Management, FMLA, Talent Acquisition, Coaching, Strategy, Vendor Management, Technical Recruiting, College Recruiting, Succession Planning, HR Policies, Temporary Placement, Talent Management, Cold Calling, Deferred Compensation, Benefits Negotiation, Staffing Services, Employer Branding, HRIS, Career Counseling, Financial Services, Personal Financial..., Team Building, Customer Service, Leadership Development, Call Centers, Organizational...
Education
Central Michigan University 2015 — 2016
Master’s Degree, Human Resources Administration
University of North Florida 1995 — 2004
Bachelor's in Business Administration, Management
Serco February 2014 - Present
Sitel September 2009 - April 2013
Todays Office Professionals March 2009 - July 2009
Merrill Lynch July 2007 - March 2009
RS&H October 2006 - July 2007
Washington Mutual October 2002 - September 2006
Crawford & Company July 1999 - November 2002
Skills
Recruiting, Human Resources, Applicant Tracking..., Interviews, Training, Employee Relations, Sourcing, Personnel Management, Leadership, Management, Employee Benefits, Hiring, Benefits Administration, New Hire Orientations, Executive Search, Taleo, Employee Engagement, Workforce Planning, Screening, Internet Recruiting, Onboarding, Screening Resumes, Employee Training, Payroll, Performance Management, FMLA, Talent Acquisition, Coaching, Strategy, Vendor Management, Technical Recruiting, College Recruiting, Succession Planning, HR Policies, Temporary Placement, Talent Management, Cold Calling, Deferred Compensation, Benefits Negotiation, Staffing Services, Employer Branding, HRIS, Career Counseling, Financial Services, Personal Financial..., Team Building, Customer Service, Leadership Development, Call Centers, Organizational...
Education
Central Michigan University 2015 — 2016
Master’s Degree, Human Resources Administration
University of North Florida 1995 — 2004
Bachelor's in Business Administration, Management
Shayna Wilson's Merrill Lynch Experience July 2011 - September 2013
Job Executive Assistant at Jacobs Law Group, PC
Industry Accounting
Experience
Jacobs Law Group, PC July 2014 - Present
Dynamic Shared Services December 2013 - July 2014
Merrill Lynch July 2011 - September 2013
Merrill Lynch June 2010 - July 2011
Merrill Lynch August 2009 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Event Planning, Social Media, Team Management, Social Networking, Human Resources, Marketing
Education
Cedar Crest College 2005 — 2009
Bachelor of Science (BS), Business Administration and Marketing
Jacobs Law Group, PC July 2014 - Present
Dynamic Shared Services December 2013 - July 2014
Merrill Lynch July 2011 - September 2013
Merrill Lynch June 2010 - July 2011
Merrill Lynch August 2009 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Event Planning, Social Media, Team Management, Social Networking, Human Resources, Marketing
Education
Cedar Crest College 2005 — 2009
Bachelor of Science (BS), Business Administration and Marketing
Marci Wall's Merrill Lynch Experience April 1986 - August 1995
Job Paraprofessional at Town of Portland
Industry Education Management
Experience
Town of Portland February 2002 - Present
Middlesex Pediatric Associates August 1996 - March 1997
Merrill Lynch April 1986 - August 1995
Skills
Superior Computer Skills, Outstanding time..., Multitasking Skills, Organization, Conscientious, Ability to work under..., Strong Interpersonal..., Pay Close Attention to..., Clerical Skills, Bookkeeping
Education
Central Connecticut State University 1980 — 1983
Business Administration and Management, General
Newington High School, Newington, Connecticut
Town of Portland February 2002 - Present
Middlesex Pediatric Associates August 1996 - March 1997
Merrill Lynch April 1986 - August 1995
Skills
Superior Computer Skills, Outstanding time..., Multitasking Skills, Organization, Conscientious, Ability to work under..., Strong Interpersonal..., Pay Close Attention to..., Clerical Skills, Bookkeeping
Education
Central Connecticut State University 1980 — 1983
Business Administration and Management, General
Newington High School, Newington, Connecticut
Josh Boulanger's Merrill Lynch Experience September 2010 - April 2011
Job Marketing Consultant
Industry Insurance
Experience
Travelers October 2014 - Present
Travelers April 2012 - October 2014
Mohegan Sun April 2011 - November 2011
Merrill Lynch September 2010 - April 2011
Nexus Resin Group May 2010 - August 2010
Skills
Direct Marketing, Social Media Marketing, Marketing, Time Management, Event Management, Microsoft Office, Strategic Planning, Marketing Strategy, Customer Service, Social Media, Sales, Marketing Communications, Advertising, Training, Real Estate, Public Relations, Social Networking, Budgets, Market Research, Customer Satisfaction, Online Advertising, Business Planning, Leadership, Team Leadership, Negotiation, Online Marketing, Event Planning, Public Speaking, Team Building, Sales Management, Entrepreneurship, Management, Lead Generation, Selling, PowerPoint, Small Business, Outlook, Account Management
Education
Central Connecticut State University 2007 — 2011
BS, Business Marketing
University of Hertfordshire 2010 — 2010
International Transfer Classes, Business
Travelers October 2014 - Present
Travelers April 2012 - October 2014
Mohegan Sun April 2011 - November 2011
Merrill Lynch September 2010 - April 2011
Nexus Resin Group May 2010 - August 2010
Skills
Direct Marketing, Social Media Marketing, Marketing, Time Management, Event Management, Microsoft Office, Strategic Planning, Marketing Strategy, Customer Service, Social Media, Sales, Marketing Communications, Advertising, Training, Real Estate, Public Relations, Social Networking, Budgets, Market Research, Customer Satisfaction, Online Advertising, Business Planning, Leadership, Team Leadership, Negotiation, Online Marketing, Event Planning, Public Speaking, Team Building, Sales Management, Entrepreneurship, Management, Lead Generation, Selling, PowerPoint, Small Business, Outlook, Account Management
Education
Central Connecticut State University 2007 — 2011
BS, Business Marketing
University of Hertfordshire 2010 — 2010
International Transfer Classes, Business
Lance Swanke's Merrill Lynch Experience 2000 - 2002
Job Operations Mgr at Blanda, Inc
Industry Machinery
Experience
Blanda Inc. 2007 - Present
US Army, Retired July 1989 - October 2012
Deer Trail Lodge Condo Association January 2008 - January 2011
1st Brigade Combat Team 2003 - 2007
Swanke Financial Group 2002 - 2004
Merrill Lynch 2000 - 2002
International Paper 1995 - 2000
US Army 1989 - 1995
Skills
Operations Management, Security Clearance, Intelligence, Military, Leadership, Military Operations, Manufacturing, Team Building, Personnel Management, Team Leadership, Operational Planning, Organizational..., Program Management, Process Improvement, Strategic Planning, Product Development, Intelligence Analysis, Army, Crisis Management, Customer Service, Coaching, Command, Project Planning, Production Managment, Leadership Development, Logistics Management, DoD, Training, Problem Solving, Planning, Production Management, Lean Manufacturing, Office Administration, Project Management, Cross-functional Team..., Government, Logistics
Education
Central Michigan University 1991 — 1993
MS, Administration
St. John's University 1985 — 1989
BS, Management
Hutchinson High School 1983 — 1985
Blanda Inc. 2007 - Present
US Army, Retired July 1989 - October 2012
Deer Trail Lodge Condo Association January 2008 - January 2011
1st Brigade Combat Team 2003 - 2007
Swanke Financial Group 2002 - 2004
Merrill Lynch 2000 - 2002
International Paper 1995 - 2000
US Army 1989 - 1995
Skills
Operations Management, Security Clearance, Intelligence, Military, Leadership, Military Operations, Manufacturing, Team Building, Personnel Management, Team Leadership, Operational Planning, Organizational..., Program Management, Process Improvement, Strategic Planning, Product Development, Intelligence Analysis, Army, Crisis Management, Customer Service, Coaching, Command, Project Planning, Production Managment, Leadership Development, Logistics Management, DoD, Training, Problem Solving, Planning, Production Management, Lean Manufacturing, Office Administration, Project Management, Cross-functional Team..., Government, Logistics
Education
Central Michigan University 1991 — 1993
MS, Administration
St. John's University 1985 — 1989
BS, Management
Hutchinson High School 1983 — 1985
Jared Burkhart's Merrill Lynch Experience September 2012 - May 2013
Job Exective Director at Michigan Council of Charter School Authorizers
Industry Education Management
Experience
Michigan Council of Charter School Authorizers May 2013 - Present
Merrill Lynch September 2012 - May 2013
Cole Academy Board of Directors February 2010 - September 2012
Michigan House of Representatives January 2009 - September 2012
Kurtz for State Representative April 2008 - November 2010
Michigan House of Representatives January 2007 - June 2008
Michigan House of Representatives May 2006 - January 2007
Skills
Public Speaking, Non-profits, Public Relations, Strategic Planning, Policy, Social Media, Financial Analysis, Data Analysis, Leadership, Analysis, Process Improvement, Program Management, Nonprofits, Community Development, Media Relations, Event Planning, Event Management, Contract Negotiation, International Relations, Marketing Strategy, Leadership Development, Public Policy
Education
Michigan State University - The Eli Broad Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
Central Michigan University 2001 — 2006
BS, Political Science/Economics
Michigan Council of Charter School Authorizers May 2013 - Present
Merrill Lynch September 2012 - May 2013
Cole Academy Board of Directors February 2010 - September 2012
Michigan House of Representatives January 2009 - September 2012
Kurtz for State Representative April 2008 - November 2010
Michigan House of Representatives January 2007 - June 2008
Michigan House of Representatives May 2006 - January 2007
Skills
Public Speaking, Non-profits, Public Relations, Strategic Planning, Policy, Social Media, Financial Analysis, Data Analysis, Leadership, Analysis, Process Improvement, Program Management, Nonprofits, Community Development, Media Relations, Event Planning, Event Management, Contract Negotiation, International Relations, Marketing Strategy, Leadership Development, Public Policy
Education
Michigan State University - The Eli Broad Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
Central Michigan University 2001 — 2006
BS, Political Science/Economics
Daniel Steinhoff Daniel Steinhoff's Merrill Lynch Experience 2011 - 2011
Job Student at Cedarville University
Industry Higher Education
Experience
Cedarville University August 2010 - Present
Crane Service Company Inc. 2009 - 2012
Merrill Lynch 2011 - 2011
Skills
Proficient in Microsoft..., High Organizational..., Creative Problem Solving, Public Speaking, Finance, Accounting
Education
Cedarville University 2010 — 2014
Cedarville University August 2010 - Present
Crane Service Company Inc. 2009 - 2012
Merrill Lynch 2011 - 2011
Skills
Proficient in Microsoft..., High Organizational..., Creative Problem Solving, Public Speaking, Finance, Accounting
Education
Cedarville University 2010 — 2014
Kevin Alberda Kevin Alberda's Merrill Lynch Experience April 2015 - Present
Job Financial Solutions Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - February 2015
Williams Distributing November 2013 - May 2014
Skills
Series 7, Series 66, Michigan Life, Accident..., Investment Strategies, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Central Michigan University 2009 — 2013
Bachelor of Science in Business Administration, Finance
Central Michigan University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Merrill Lynch April 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - February 2015
Williams Distributing November 2013 - May 2014
Skills
Series 7, Series 66, Michigan Life, Accident..., Investment Strategies, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Central Michigan University 2009 — 2013
Bachelor of Science in Business Administration, Finance
Central Michigan University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Jeffrey Pasternak Jeffrey Pasternak's Merrill Lynch Experience July 2002 - May 2004
Job IT Consultant / Web Producer
Industry Information Technology and Services
Experience
Security Closure Systems, LLC November 2013 - June 2014
Ann Taylor April 2012 - June 2012
Scholastic October 2011 - December 2011
Panasonic USA August 2011 - September 2011
National Basketball Association August 2008 - January 2009
Access Staffing September 2007 - October 2007
ConvaTec September 2004 - July 2007
McGraw-Hill Construction June 2004 - August 2004
Merrill Lynch July 2002 - May 2004
INTERACT Multimedia, Inc. April 2002 - July 2002
Skills
SEO, CSS, CMS, Web Development, User Experience, Content Management, Web Analytics, Photoshop, Web Content Management, Web Project Management, HTML, XHTML, E-commerce, Online Advertising, JavaScript, Analytics, Web Design, Dreamweaver, Digital Marketing, XML, HTML 5, HTML5, Google Analytics, Bing Webmaster Tools, User Acceptance Testing, Vignette, Vignette CMS, Vignette StoryServer, Documentum, Google Adwords, Google Webmaster Tools, Adobe Acrobat, Adobe Fireworks, ATG Commerce, Broadvision, Adobe Connect..., Macromedia Breeze, JIRA, IBM Commerce Accelerator, Microsoft Visual..., Allaire HomeSite, Macromedia Studio, Microsoft FrontPage, Adobe PhotoShop, Website Development, Project Management, Social Media Marketing, Usability, IgnitionWeb, Management
Education
Everglades University
Master of Business Administration (M.B.A.), Entrepreneurship
Sarasota Adult & Community Education at SCTI 2013 — 2014
All in One Office, Files & Folders, Computer Wellness, Survival Spanish
Centenary College 1996 — 1998
Bachelor of Science, Business Administration
St. Joseph High School, Metuchen, NJ 1976 — 1980
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Security Closure Systems, LLC November 2013 - June 2014
Ann Taylor April 2012 - June 2012
Scholastic October 2011 - December 2011
Panasonic USA August 2011 - September 2011
National Basketball Association August 2008 - January 2009
Access Staffing September 2007 - October 2007
ConvaTec September 2004 - July 2007
McGraw-Hill Construction June 2004 - August 2004
Merrill Lynch July 2002 - May 2004
INTERACT Multimedia, Inc. April 2002 - July 2002
Skills
SEO, CSS, CMS, Web Development, User Experience, Content Management, Web Analytics, Photoshop, Web Content Management, Web Project Management, HTML, XHTML, E-commerce, Online Advertising, JavaScript, Analytics, Web Design, Dreamweaver, Digital Marketing, XML, HTML 5, HTML5, Google Analytics, Bing Webmaster Tools, User Acceptance Testing, Vignette, Vignette CMS, Vignette StoryServer, Documentum, Google Adwords, Google Webmaster Tools, Adobe Acrobat, Adobe Fireworks, ATG Commerce, Broadvision, Adobe Connect..., Macromedia Breeze, JIRA, IBM Commerce Accelerator, Microsoft Visual..., Allaire HomeSite, Macromedia Studio, Microsoft FrontPage, Adobe PhotoShop, Website Development, Project Management, Social Media Marketing, Usability, IgnitionWeb, Management
Education
Everglades University
Master of Business Administration (M.B.A.), Entrepreneurship
Sarasota Adult & Community Education at SCTI 2013 — 2014
All in One Office, Files & Folders, Computer Wellness, Survival Spanish
Centenary College 1996 — 1998
Bachelor of Science, Business Administration
St. Joseph High School, Metuchen, NJ 1976 — 1980
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Ward Abbey Ward Abbey's Merrill Lynch Experience 1975 - 1979
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2007 - Present
A.G. Edwards April 1985 - November 2007
Prudential Bache 1979 - 1985
Merrill Lynch 1975 - 1979
Skills
Financial Guidance, 401k Rollovers, Asset Allocation, Investment Strategies, Retirement Planning, Securities, Stock Analysis, Financial Advisory, Financial Analysis, Tax-Efficient Strategies, Wealth Preservation..., Retirement Savings
Education
Central Michigan University 1969 — 1970
Master of Business Administration (MBA), Finance
Central Michigan University 1965 — 1970
Bachelor of Science (BS), Busines Administration in Marketing and Minor in Economics
Wells Fargo Advisors, LLC 2007 - Present
A.G. Edwards April 1985 - November 2007
Prudential Bache 1979 - 1985
Merrill Lynch 1975 - 1979
Skills
Financial Guidance, 401k Rollovers, Asset Allocation, Investment Strategies, Retirement Planning, Securities, Stock Analysis, Financial Advisory, Financial Analysis, Tax-Efficient Strategies, Wealth Preservation..., Retirement Savings
Education
Central Michigan University 1969 — 1970
Master of Business Administration (MBA), Finance
Central Michigan University 1965 — 1970
Bachelor of Science (BS), Busines Administration in Marketing and Minor in Economics
Amanda Sherwin Amanda Sherwin's Merrill Lynch Experience June 1986 - March 1995
Job Owner, On Time Inspection & Repair
Industry Construction
Experience
Wood Brothers Realty February 2012 - Present
Westwood Metes & Bounds Realty October 2007 - February 2011
Kodora Communications 2000 - 2004
Merrill Lynch June 1986 - March 1995
Ogilvy & Mather 1981 - 1985
Albert Frank Guenther Law 1980 - 1981
Skills
Relocation, Financial Services, Real Estate, Real Estate Transactions, Real Property, Marketing, Sellers, Negotiation
Education
Central Methodist College 1969 — 1973
BA, English, Science, Math
Wood Brothers Realty February 2012 - Present
Westwood Metes & Bounds Realty October 2007 - February 2011
Kodora Communications 2000 - 2004
Merrill Lynch June 1986 - March 1995
Ogilvy & Mather 1981 - 1985
Albert Frank Guenther Law 1980 - 1981
Skills
Relocation, Financial Services, Real Estate, Real Estate Transactions, Real Property, Marketing, Sellers, Negotiation
Education
Central Methodist College 1969 — 1973
BA, English, Science, Math
Ryan Quirin Ryan Quirin's Merrill Lynch Experience May 2010 - September 2010
Job Digital Marketing Intern at RCA Records
Industry Music
Experience
RCA Records / Sony Music Entertainment January 2013 - May 2013
Epic Records / Sony Music Entertainment September 2012 - December 2012
Atlantic Records / Warner Music Group January 2012 - May 2012
Sneak Attack Media June 2011 - August 2011
Girlie Action Media & Marketing September 2010 - May 2011
Merrill Lynch May 2010 - September 2010
Skills
Music Industry, Music Management, Digital Marketing, Public Relations, Social Media Marketing, New Media Marketing, A&R, Music Publicity, Digital Strategy, New Media, Artists, Record Labels, Brand Management, Social Media, Online Advertising, Integrated Marketing, Marketing Strategy, Web Content, Singer-songwriter, Guitarist, Studio Recording, Music Production, Social Networking, Blogging, Content Strategy, Press Releases
Education
The Hartt School - University of Hartford
Course Work/Music Management
Central Connecticut State University
RCA Records / Sony Music Entertainment January 2013 - May 2013
Epic Records / Sony Music Entertainment September 2012 - December 2012
Atlantic Records / Warner Music Group January 2012 - May 2012
Sneak Attack Media June 2011 - August 2011
Girlie Action Media & Marketing September 2010 - May 2011
Merrill Lynch May 2010 - September 2010
Skills
Music Industry, Music Management, Digital Marketing, Public Relations, Social Media Marketing, New Media Marketing, A&R, Music Publicity, Digital Strategy, New Media, Artists, Record Labels, Brand Management, Social Media, Online Advertising, Integrated Marketing, Marketing Strategy, Web Content, Singer-songwriter, Guitarist, Studio Recording, Music Production, Social Networking, Blogging, Content Strategy, Press Releases
Education
The Hartt School - University of Hartford
Course Work/Music Management
Central Connecticut State University
Michael A Rudowsky Michael A Rudowsky's Merrill Lynch Experience May 1989 - June 1990
Job Founder at MAR Software Technologies LLC | Business Analysis | Enterprise Architecture | Management
Industry Information Technology and Services
Experience
MAR Software Technologies LLC February 2014 - Present
AIG May 2004 - March 2013
MetLife June 1996 - February 2003
Merck November 1993 - June 1996
Johnson & Johnson June 1990 - November 1993
Merrill Lynch May 1989 - June 1990
Revlon June 1984 - May 1989
Skills
Business Analysis, Cross-functional Team..., Enterprise Software, Enterprise Architecture, Management, Requirements Analysis, Visio, SDLC, Disaster Recovery, Business Process..., Strategy, Project Management, Vendor Management, MS Project, Process Improvement, Database Design, Project Governance, DB2, Unix, Data Center, iPad, Software Quality..., Insurance, Resource Allocation, Objective-C, JCL, IBM Mainframe, CICS, Training, Requirements Gathering, Change Management, iOS development, Cocoa, Xcode, OOP
Education
Centenary College
Bachelor’s Degree, Business Administration conferred Sept 30, 2013, A
Middlesex County College
Associate in Applied Science (AAS), Computer and Information Systems
MAR Software Technologies LLC February 2014 - Present
AIG May 2004 - March 2013
MetLife June 1996 - February 2003
Merck November 1993 - June 1996
Johnson & Johnson June 1990 - November 1993
Merrill Lynch May 1989 - June 1990
Revlon June 1984 - May 1989
Skills
Business Analysis, Cross-functional Team..., Enterprise Software, Enterprise Architecture, Management, Requirements Analysis, Visio, SDLC, Disaster Recovery, Business Process..., Strategy, Project Management, Vendor Management, MS Project, Process Improvement, Database Design, Project Governance, DB2, Unix, Data Center, iPad, Software Quality..., Insurance, Resource Allocation, Objective-C, JCL, IBM Mainframe, CICS, Training, Requirements Gathering, Change Management, iOS development, Cocoa, Xcode, OOP
Education
Centenary College
Bachelor’s Degree, Business Administration conferred Sept 30, 2013, A
Middlesex County College
Associate in Applied Science (AAS), Computer and Information Systems
Lemuel Alumbres's Merrill Lynch Experience March 2005 - April 2006
Job
Industry Broadcast Media
Experience
ESPN January 2013 - Present
Edge Technology Services May 2012 - January 2013
Progeny Systems Corporation May 2006 - May 2012
Merrill Lynch March 2005 - April 2006
Advest, Inc. October 2004 - May 2005
Skills
Java, JavaScript, HTML, CSS, jQuery, JSON, JBoss Application Server, Tomcat, C#, XML, SOAP, JUnit, DBUnit, Ant, Tortoise SVN, Subversion, Eclipse, Tea, APIs, Jersey RESTful API, Git, Scrum
Education
Central Connecticut State University 2001 — 2004
Bachelor of Science (B.S.)
ESPN January 2013 - Present
Edge Technology Services May 2012 - January 2013
Progeny Systems Corporation May 2006 - May 2012
Merrill Lynch March 2005 - April 2006
Advest, Inc. October 2004 - May 2005
Skills
Java, JavaScript, HTML, CSS, jQuery, JSON, JBoss Application Server, Tomcat, C#, XML, SOAP, JUnit, DBUnit, Ant, Tortoise SVN, Subversion, Eclipse, Tea, APIs, Jersey RESTful API, Git, Scrum
Education
Central Connecticut State University 2001 — 2004
Bachelor of Science (B.S.)
Patricia Ciecierega's Merrill Lynch Experience January 2004 - April 2006
Job Sr. Financial Analyst at Toys R Us
Industry Financial Services
Audra Collett, CFP's Merrill Lynch Experience October 1994 - April 2000
Job CEO/Owner at Competitive Edge, LLC
Industry Financial Services
Experience
Competitive Edge, LLC February 2011 - Present
Veritas Wealth Advisors, LLC February 2005 - February 2011
Merrill Lynch October 1994 - April 2000
Shobe & Associates, Inc June 1993 - September 1994
Skills
Strategic Financial..., Auditing, Risk Management, Accounting, Account Reconciliation, Finance, Accounts Receivable, Investments, Payroll, Budgets, Management Consulting, Accounts Payable, Analysis, Financial Analysis, Public Speaking, Financial Planning, Strategic Planning
Education
Centenary College of Louisiana 1989 — 1993
Bachelor of Science degrees, Accounting and Business Administration
Competitive Edge, LLC February 2011 - Present
Veritas Wealth Advisors, LLC February 2005 - February 2011
Merrill Lynch October 1994 - April 2000
Shobe & Associates, Inc June 1993 - September 1994
Skills
Strategic Financial..., Auditing, Risk Management, Accounting, Account Reconciliation, Finance, Accounts Receivable, Investments, Payroll, Budgets, Management Consulting, Accounts Payable, Analysis, Financial Analysis, Public Speaking, Financial Planning, Strategic Planning
Education
Centenary College of Louisiana 1989 — 1993
Bachelor of Science degrees, Accounting and Business Administration
Ting Yan's Merrill Lynch Experience October 2006 - October 2007
Job Senior, Financial Services Advisory at EY
Industry Financial Services
Experience
EY November 2014 - Present
Credit Suisse June 2014 - November 2014
Fitch Ratings August 2010 - June 2014
DTCC January 2008 - December 2008
Merrill Lynch October 2006 - October 2007
TD Ameritrade August 2005 - August 2006
Skills
Business Analysis, Capital Markets, Financial Analysis, Chartered Financial..., Fixed Income, Financial Reporting, Derivatives, Portfolio Management, Microsoft Excel, Alternative Investments, Investment Banking, Credit Risk, Corporate Finance, Financial Modeling, Equities, Management, Financial Services, Finance, Risk Management, Consulting
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
Bachelor of Science (BS), Finance
Centenary College
EY November 2014 - Present
Credit Suisse June 2014 - November 2014
Fitch Ratings August 2010 - June 2014
DTCC January 2008 - December 2008
Merrill Lynch October 2006 - October 2007
TD Ameritrade August 2005 - August 2006
Skills
Business Analysis, Capital Markets, Financial Analysis, Chartered Financial..., Fixed Income, Financial Reporting, Derivatives, Portfolio Management, Microsoft Excel, Alternative Investments, Investment Banking, Credit Risk, Corporate Finance, Financial Modeling, Equities, Management, Financial Services, Finance, Risk Management, Consulting
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
Bachelor of Science (BS), Finance
Centenary College
Steve Lillard's Merrill Lynch Experience March 1987 - April 1988
Job Regional Manager
Industry Financial Services
Experience
Voya Financial Advisors June 2006 - Present
Financial Network Investment Corporation March 2003 - May 2006
Locust Street Securities June 1995 - March 2003
Financial Network Investment Corporation, Member SIPC November 1994 - May 1995
Midland Savings Bank December 1991 - October 1994
Midland Savings Bank April 1988 - December 1991
Merrill Lynch March 1987 - April 1988
Dain Bosworth May 1985 - March 1987
Education
Iowa State University 1979 — 1981
BS, Business Administration
Central College 1977 — 1979
Accounting & German
Cedar Rapids Jefferson High School 1976 — 1977
Urbandale High School 1973 — 1976
Voya Financial Advisors June 2006 - Present
Financial Network Investment Corporation March 2003 - May 2006
Locust Street Securities June 1995 - March 2003
Financial Network Investment Corporation, Member SIPC November 1994 - May 1995
Midland Savings Bank December 1991 - October 1994
Midland Savings Bank April 1988 - December 1991
Merrill Lynch March 1987 - April 1988
Dain Bosworth May 1985 - March 1987
Education
Iowa State University 1979 — 1981
BS, Business Administration
Central College 1977 — 1979
Accounting & German
Cedar Rapids Jefferson High School 1976 — 1977
Urbandale High School 1973 — 1976
Andy Newbill's Merrill Lynch Experience July 2008 - August 2011
Job Consulting Services Manager, North America at Vega ECM Solutions
Industry Information Technology and Services
Experience
Vega ECM Solutions December 2014 - Present
Vega ECM Solutions October 2013 - Present
Bank of America August 2011 - October 2013
Merrill Lynch July 2008 - August 2011
Bank of America October 2003 - July 2008
Bank of America October 2000 - October 2003
Skills
Banking, Project Portfolio..., Business Planning, Business Process..., Resource Management, Staffing Analysis, User Experience, Business Requirements, Financial Analysis, Vendor Management, IT Service Delivery, Six Sigma, CMMI, PMM, Business Analysis, Project Planning, Project Finance, Project Estimation, Project Management, Leadership, Financial Services, Management
Education
Cornell College 1991 — 1995
Bachelor of Special Studies, Politics and Philosophy
Central Piedmont Community College
Vega ECM Solutions December 2014 - Present
Vega ECM Solutions October 2013 - Present
Bank of America August 2011 - October 2013
Merrill Lynch July 2008 - August 2011
Bank of America October 2003 - July 2008
Bank of America October 2000 - October 2003
Skills
Banking, Project Portfolio..., Business Planning, Business Process..., Resource Management, Staffing Analysis, User Experience, Business Requirements, Financial Analysis, Vendor Management, IT Service Delivery, Six Sigma, CMMI, PMM, Business Analysis, Project Planning, Project Finance, Project Estimation, Project Management, Leadership, Financial Services, Management
Education
Cornell College 1991 — 1995
Bachelor of Special Studies, Politics and Philosophy
Central Piedmont Community College
Peter Tenuta's Merrill Lynch Experience March 2012 - Present
Job Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Morgan Stanley Smith Barney May 1997 - March 2012
Market Strategies January 1991 - May 1997
Skills
Series 7, 401k, Asset Allocation, Retirement Planning, Series 63, Portfolio Management, Wealth Management, Mutual Funds, Investment Strategies, Retirement, Investments, Bonds, Strategic Financial..., Investment Management, Alternative Investments, Investment Advisory, Securities, Equities, Financial Planning, Asset Management, ETFs, Estate Planning, FINRA, Fixed Annuities, Fixed Income, Life Insurance, Series 65, Relationship Management, Retirement Plan...
Education
Central Michigan University 1985 — 1990
BA, Finance
Walsh College of Accountancy and Business Administration
Economics
Merrill Lynch March 2012 - Present
Morgan Stanley Smith Barney May 1997 - March 2012
Market Strategies January 1991 - May 1997
Skills
Series 7, 401k, Asset Allocation, Retirement Planning, Series 63, Portfolio Management, Wealth Management, Mutual Funds, Investment Strategies, Retirement, Investments, Bonds, Strategic Financial..., Investment Management, Alternative Investments, Investment Advisory, Securities, Equities, Financial Planning, Asset Management, ETFs, Estate Planning, FINRA, Fixed Annuities, Fixed Income, Life Insurance, Series 65, Relationship Management, Retirement Plan...
Education
Central Michigan University 1985 — 1990
BA, Finance
Walsh College of Accountancy and Business Administration
Economics
Walter Manning's Merrill Lynch Experience October 1992 - April 1995
Job Owner, The LMS Group, Inc
Industry Insurance
Experience
The LMS Group, Inc May 1995 - Present
Merrill Lynch October 1992 - April 1995
New York Life Insurance Company November 1986 - October 1992
New York Life Insurance Company May 1983 - October 1986
New York Life July 1974 - April 1983
New York Life Insurance Company May 1970 - June 1974
Skills
Account Management, New Business Development, Sales Management, Sales, Team Building, Strategic Planning, Marketing Strategy, Leadership, Social Networking, Life Insurance, Direct Sales, Entrepreneurship, Customer Service, Negotiation, Health Insurance, Management, Disability Insurance, Marketing
Education
Centenary College of Louisiana 1966 — 1970
BS, Business Administration and Management, General
Highland Park High School 1963 — 1966
The LMS Group, Inc May 1995 - Present
Merrill Lynch October 1992 - April 1995
New York Life Insurance Company November 1986 - October 1992
New York Life Insurance Company May 1983 - October 1986
New York Life July 1974 - April 1983
New York Life Insurance Company May 1970 - June 1974
Skills
Account Management, New Business Development, Sales Management, Sales, Team Building, Strategic Planning, Marketing Strategy, Leadership, Social Networking, Life Insurance, Direct Sales, Entrepreneurship, Customer Service, Negotiation, Health Insurance, Management, Disability Insurance, Marketing
Education
Centenary College of Louisiana 1966 — 1970
BS, Business Administration and Management, General
Highland Park High School 1963 — 1966
Jordin Ryan's Merrill Lynch Experience October 2014 - Present
Job CA with Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Hantz Financial Services May 2002 - September 2014
Skills
ChFC, Wealth Management, Securities, Strategic Financial..., Insurance, Retirement, Retirement Planning, Series 63, Series 7, Fixed Annuities, Investments, Life Insurance, Financial Planning
Education
Central Michigan University 1998 — 2002
Bachelor of science in business administration, Finance
Merrill Lynch October 2014 - Present
Hantz Financial Services May 2002 - September 2014
Skills
ChFC, Wealth Management, Securities, Strategic Financial..., Insurance, Retirement, Retirement Planning, Series 63, Series 7, Fixed Annuities, Investments, Life Insurance, Financial Planning
Education
Central Michigan University 1998 — 2002
Bachelor of science in business administration, Finance
Pete Wakker's Merrill Lynch Experience August 1982 - May 1990
Job Owner, Wakker's Financial Advisory Service,Inc.
Industry Investment Management
Experience
Wakker's Financial Advisory Service, Inc May 1990 - Present
Merrill Lynch August 1982 - May 1990
Skills
Investment Strategies, Asset Allocation, ETFs, Investment Advisory, Tactical Asset..., Mutual Funds, Asset Managment, Portfolio Management, Wealth Management, Investment Management, Investments, Equities, Securities, Fixed Income, Series 63, Trading, Technical Analysis, Asset Management, Financial Markets
Education
Central Michigan University 1979 — 1981
Master of Business Administration (MBA)
Atlantic Christian College
BS, Business Administration
Wakker's Financial Advisory Service, Inc May 1990 - Present
Merrill Lynch August 1982 - May 1990
Skills
Investment Strategies, Asset Allocation, ETFs, Investment Advisory, Tactical Asset..., Mutual Funds, Asset Managment, Portfolio Management, Wealth Management, Investment Management, Investments, Equities, Securities, Fixed Income, Series 63, Trading, Technical Analysis, Asset Management, Financial Markets
Education
Central Michigan University 1979 — 1981
Master of Business Administration (MBA)
Atlantic Christian College
BS, Business Administration
Chris Lear, CEP's Merrill Lynch Experience December 2003 - October 2006
Job Compensation Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
JPMorgan Chase September 2011 - May 2014
Bank of America Merrill Lynch 2006 - September 2011
Merrill Lynch December 2003 - October 2006
Merrill Lynch July 2002 - December 2003
Skills
Retirement, Retirement Planning, Financial Modeling, Finance, Financial Reporting, Deferred Compensation, Incentive Programs, Financial Analysis, 401k, Valuation, Corporate Finance, Executive Pay, Forecasting, Essbase, IFRS, Compensation, Reporting
Education
Centenary College 2004 — 2006
MBA, Business Administration
Sacred Heart University 1997 — 2001
Business Administration
JPMorgan Chase May 2014 - Present
JPMorgan Chase September 2011 - May 2014
Bank of America Merrill Lynch 2006 - September 2011
Merrill Lynch December 2003 - October 2006
Merrill Lynch July 2002 - December 2003
Skills
Retirement, Retirement Planning, Financial Modeling, Finance, Financial Reporting, Deferred Compensation, Incentive Programs, Financial Analysis, 401k, Valuation, Corporate Finance, Executive Pay, Forecasting, Essbase, IFRS, Compensation, Reporting
Education
Centenary College 2004 — 2006
MBA, Business Administration
Sacred Heart University 1997 — 2001
Business Administration
Timo L. Nicholaou's Merrill Lynch Experience January 1984 - January 1988
Job President, Consolidated Financial Management & Tax Service
Industry Financial Services
Experience
Consolidated Financial Management & Tax Service September 1994 - Present
Leonard & Company September 1994 - April 2004
First of Michigan June 1989 - September 1994
Drexel Burnham Lambert January 1988 - May 1989
Merrill Lynch January 1984 - January 1988
Education
Oakland University 2004 — 2006
CFP, Finance
Central Michigan University 1980 — 1983
MBA, Business
Ferris State University 1975 — 1979
B.S., Hospital Administration
Consolidated Financial Management & Tax Service September 1994 - Present
Leonard & Company September 1994 - April 2004
First of Michigan June 1989 - September 1994
Drexel Burnham Lambert January 1988 - May 1989
Merrill Lynch January 1984 - January 1988
Education
Oakland University 2004 — 2006
CFP, Finance
Central Michigan University 1980 — 1983
MBA, Business
Ferris State University 1975 — 1979
B.S., Hospital Administration
Peter Mantell's Merrill Lynch Experience June 2000 - June 2008
Job Pastor, Student at Drew Theological School
Industry Computer & Network Security
Experience
Kingwood United Methodist Church July 2014 - Present
Frenchtown United Methodist Church July 2014 - Present
Amalgamated Bank June 2008 - August 2014
Merrill Lynch June 2000 - June 2008
Summit Bank May 1990 - May 2000
Skills
Risk Management, Banking, Microsoft Excel, Ad Hoc Reporting, Reporting Systems, Statistical Reporting, Information Security, Hands-on Training, Financial Analysis, SDLC, Change Management, Fraud, Leadership, Management, Process Improvement, Access, Business Intelligence, Analysis, Customer Satisfaction, Call Centers, IT Strategy, Financial Risk, Disaster Recovery, Business Continuity, Software Documentation, Business Analysis, Vendor Management, Program Management
Education
Drew University 2014 — 2017
Master of Divinity (M.Div.), M. Div
Eastern University 2011 — 2013
BS, Business Administration
Centenary College 2009 — 2011
AA
Kingwood United Methodist Church July 2014 - Present
Frenchtown United Methodist Church July 2014 - Present
Amalgamated Bank June 2008 - August 2014
Merrill Lynch June 2000 - June 2008
Summit Bank May 1990 - May 2000
Skills
Risk Management, Banking, Microsoft Excel, Ad Hoc Reporting, Reporting Systems, Statistical Reporting, Information Security, Hands-on Training, Financial Analysis, SDLC, Change Management, Fraud, Leadership, Management, Process Improvement, Access, Business Intelligence, Analysis, Customer Satisfaction, Call Centers, IT Strategy, Financial Risk, Disaster Recovery, Business Continuity, Software Documentation, Business Analysis, Vendor Management, Program Management
Education
Drew University 2014 — 2017
Master of Divinity (M.Div.), M. Div
Eastern University 2011 — 2013
BS, Business Administration
Centenary College 2009 — 2011
AA
Jessica Chmielewski's Merrill Lynch Experience December 2005 - March 2007
Job Stay at Home Mom
Industry Photography
Experience
Our House February 2012 - Present
United BioSource Corporation June 2008 - November 2008
Covance March 2007 - June 2008
Merrill Lynch December 2005 - March 2007
American Water November 2004 - December 2005
Ryder Logistics June 2003 - November 2004
Skills
Employee Relations, Customer Service, Leadership, Coaching, Personnel Management, Human Resources, Event Planning, Recruiting
Education
Rider University 2008 — 2010
Masters, Organizational Leadership
Cedarville University 1998 — 2002
BA, Communication Arts
Our House February 2012 - Present
United BioSource Corporation June 2008 - November 2008
Covance March 2007 - June 2008
Merrill Lynch December 2005 - March 2007
American Water November 2004 - December 2005
Ryder Logistics June 2003 - November 2004
Skills
Employee Relations, Customer Service, Leadership, Coaching, Personnel Management, Human Resources, Event Planning, Recruiting
Education
Rider University 2008 — 2010
Masters, Organizational Leadership
Cedarville University 1998 — 2002
BA, Communication Arts
Dennis Leonard's Merrill Lynch Experience November 1997 - March 2002
Job Vice President Human Resources at Arrow Electronics
Industry Financial Services
Experience
Arrow Electronics April 2013 - Present
Arrow Electronics January 2011 - Present
Western Union April 2002 - January 2011
Western Union 2002 - 2009
Merrill Lynch November 1997 - March 2002
Skills
Executive Compensation, Deferred Compensation, Employee Benefits, HRIS, Incentive Programs, Sales Compensation, Performance Management, Benefits Administration, Executive Pay, Human Resources, Compensation & Benefit, Personnel Management, Global Compensation, Leadership, Employee Engagement, Process Improvement, HR Policies, Strategy, Management, Onboarding, Succession Planning
Education
The University of Dallas 1993 — 1995
Master of Business Administration (MBA), Finance, General
Central Connecticut State University 1985 — 1988
BS, Finance
Colorado State University
Human Resources
Arrow Electronics April 2013 - Present
Arrow Electronics January 2011 - Present
Western Union April 2002 - January 2011
Western Union 2002 - 2009
Merrill Lynch November 1997 - March 2002
Skills
Executive Compensation, Deferred Compensation, Employee Benefits, HRIS, Incentive Programs, Sales Compensation, Performance Management, Benefits Administration, Executive Pay, Human Resources, Compensation & Benefit, Personnel Management, Global Compensation, Leadership, Employee Engagement, Process Improvement, HR Policies, Strategy, Management, Onboarding, Succession Planning
Education
The University of Dallas 1993 — 1995
Master of Business Administration (MBA), Finance, General
Central Connecticut State University 1985 — 1988
BS, Finance
Colorado State University
Human Resources
Dayna Bland's Merrill Lynch Experience July 1998 - January 2000
Job Director of Product at CIBC Private Wealth Management
Industry Financial Services
Experience
CIBC Private Wealth Management March 2014 - Present
CIBC Private Wealth Management March 2013 - March 2014
CIBC Wood Gundy May 2008 - March 2013
CIBC Wood Gundy November 2005 - May 2007
CIBC Wood Gundy January 2000 - November 2005
Merrill Lynch July 1998 - January 2000
Skills
Estate Planning, Insurance, Wealth Management, Mutual Funds, Portfolio Management, Financial Services, Investments, Strategic Financial..., Investment Strategies, Securities, Retirement Planning, Retirement, Asset Allocation
Education
Centennial College
Business Marketing
Financial Services Commision of Ontario
LOMA
CIBC Private Wealth Management March 2014 - Present
CIBC Private Wealth Management March 2013 - March 2014
CIBC Wood Gundy May 2008 - March 2013
CIBC Wood Gundy November 2005 - May 2007
CIBC Wood Gundy January 2000 - November 2005
Merrill Lynch July 1998 - January 2000
Skills
Estate Planning, Insurance, Wealth Management, Mutual Funds, Portfolio Management, Financial Services, Investments, Strategic Financial..., Investment Strategies, Securities, Retirement Planning, Retirement, Asset Allocation
Education
Centennial College
Business Marketing
Financial Services Commision of Ontario
LOMA
Kristi Lewis's Merrill Lynch Experience March 2012 - Present
Job Client Associate at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch March 2012 - Present
Edru Skate*A*Rama June 2006 - March 2012
M3 Group (M3) April 2010 - October 2010
Skills
Strategic Planning, Social Media, Marketing Strategy, Marketing Communications, Advertising, Social Media Marketing, Email Marketing, Integrated Marketing, Event Planning, Public Relations, Event Management, Online Marketing, Copywriting, Press Releases, Facebook, Media Relations, Social Networking
Education
Central Michigan University 1986 — 1990
Marketing/Management, Business
Central Michigan University 1986 — 1990
Bachelor of Science (B.S.), Marketing / Management
Merrill Lynch March 2012 - Present
Edru Skate*A*Rama June 2006 - March 2012
M3 Group (M3) April 2010 - October 2010
Skills
Strategic Planning, Social Media, Marketing Strategy, Marketing Communications, Advertising, Social Media Marketing, Email Marketing, Integrated Marketing, Event Planning, Public Relations, Event Management, Online Marketing, Copywriting, Press Releases, Facebook, Media Relations, Social Networking
Education
Central Michigan University 1986 — 1990
Marketing/Management, Business
Central Michigan University 1986 — 1990
Bachelor of Science (B.S.), Marketing / Management
Yolanda Sheffield Williams's Merrill Lynch Experience May 2007 - January 2009
Job Director of Major Gifts
Industry Nonprofit Organization Management
Experience
Easter Seals New Jersey October 2010 - Present
Canal Day - Wharton 2009 - Present
Sacred Heart Church September 2011 - June 2014
Janie & Jack June 2008 - September 2013
Lifetime Fitness 2010 - 2010
Merrill Lynch May 2007 - January 2009
Independent College Fund of New York 2006 - 2006
National Kitchen Bath Association July 2003 - October 2005
Big Brothers Big Sisters of Morris, Passaic & Bergen County 1993 - 2004
Rutgers University Foundation January 2002 - July 2003
Skills
Funding, Charities, Stewardship, Fundraising, Non-profits, Event Management, Volunteer Management, Advocacy, Grants, Community Outreach, Community Development, Event Planning, Board Development, Promotions, Resource Development, Public Speaking, Donations, Customer Relations, Philanthropy, Annual Giving, Grant Writing, Community Relations, Donor Relations, Special Events, Proposal Writing, Alumni Relations, Corporate Social..., Newsletters, Non-profit Development, Direct Mail, Higher Education, Community Organizing, Mentoring, Administration, Program Management, Program Development, Nonprofits, Customer Service, Public Relations, Leadership Development, Fundraisers, Prospect Research, Raiser's Edge, Program Evaluation, Strategic Communications, Volunteer Recruiting, Media Relations, Social Services, Volunteering, Non-profit Board...
Education
Centenary College 2004 — 2006
MBA, Management
Manhattanville College 1984 — 1988
BA, Management, Psychology, English Lit
Montclair High School
lacordaire academy
Easter Seals New Jersey October 2010 - Present
Canal Day - Wharton 2009 - Present
Sacred Heart Church September 2011 - June 2014
Janie & Jack June 2008 - September 2013
Lifetime Fitness 2010 - 2010
Merrill Lynch May 2007 - January 2009
Independent College Fund of New York 2006 - 2006
National Kitchen Bath Association July 2003 - October 2005
Big Brothers Big Sisters of Morris, Passaic & Bergen County 1993 - 2004
Rutgers University Foundation January 2002 - July 2003
Skills
Funding, Charities, Stewardship, Fundraising, Non-profits, Event Management, Volunteer Management, Advocacy, Grants, Community Outreach, Community Development, Event Planning, Board Development, Promotions, Resource Development, Public Speaking, Donations, Customer Relations, Philanthropy, Annual Giving, Grant Writing, Community Relations, Donor Relations, Special Events, Proposal Writing, Alumni Relations, Corporate Social..., Newsletters, Non-profit Development, Direct Mail, Higher Education, Community Organizing, Mentoring, Administration, Program Management, Program Development, Nonprofits, Customer Service, Public Relations, Leadership Development, Fundraisers, Prospect Research, Raiser's Edge, Program Evaluation, Strategic Communications, Volunteer Recruiting, Media Relations, Social Services, Volunteering, Non-profit Board...
Education
Centenary College 2004 — 2006
MBA, Management
Manhattanville College 1984 — 1988
BA, Management, Psychology, English Lit
Montclair High School
lacordaire academy
Deb Droz's Merrill Lynch Experience 2001 - 2008
Job Employee Relations Policy and COE at CITIGROUP
Industry Human Resources
Experience
CITIGROUP December 2010 - Present
Novartis Pharmaceuticals October 2009 - November 2010
Hefner Resources - Human Resource Consulting September 2008 - October 2009
Merrill Lynch 2001 - 2008
Merrill Lynch 1997 - 2002
Hefner Resources - Human Resource Consulting January 1996 - April 1997
Hewlett-Packard (formerly Digital Corporation) 1987 - 1989
American Express 1985 - 1987
General Mills 1982 - 1985
Skills
Employee Relations, Performance Management, Talent Management, Leadership, Employee Engagement, Management, Change Management, Strategy
Education
Central Michigan University
MA
Wagner College
BA
CITIGROUP December 2010 - Present
Novartis Pharmaceuticals October 2009 - November 2010
Hefner Resources - Human Resource Consulting September 2008 - October 2009
Merrill Lynch 2001 - 2008
Merrill Lynch 1997 - 2002
Hefner Resources - Human Resource Consulting January 1996 - April 1997
Hewlett-Packard (formerly Digital Corporation) 1987 - 1989
American Express 1985 - 1987
General Mills 1982 - 1985
Skills
Employee Relations, Performance Management, Talent Management, Leadership, Employee Engagement, Management, Change Management, Strategy
Education
Central Michigan University
MA
Wagner College
BA
Risa Meltzer's Merrill Lynch Experience 1986 - 1992
Job Product Development Manager, Business Consultants
Industry Financial Services
Experience
Strategic Information Technology July 2013 - Present
CGI September 2009 - February 2013
DundeeWealth Inc 2005 - 2009
DundeeWealth Inc 2003 - 2005
IBM May 2000 - October 2003
Midland Walwyn 1996 - 2000
First Marathon Securities 1992 - 1996
Merrill Lynch 1986 - 1992
Skills
Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, Integration, Process Improvement, Product Management, Analysis, Management, Vendor Management, User Acceptance Testing, Business Process, Business Process..., Software Documentation, Program Management, Team Management, Risk Management, Business Intelligence, Project Portfolio...
Education
IIBS 2013 — 2013
CBAP, Business Analyst cerfication - IIBA
Centennial College 1977 — 1979
Bachelor of Business Administration (B.B.A.), Business
Strategic Information Technology July 2013 - Present
CGI September 2009 - February 2013
DundeeWealth Inc 2005 - 2009
DundeeWealth Inc 2003 - 2005
IBM May 2000 - October 2003
Midland Walwyn 1996 - 2000
First Marathon Securities 1992 - 1996
Merrill Lynch 1986 - 1992
Skills
Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, Integration, Process Improvement, Product Management, Analysis, Management, Vendor Management, User Acceptance Testing, Business Process, Business Process..., Software Documentation, Program Management, Team Management, Risk Management, Business Intelligence, Project Portfolio...
Education
IIBS 2013 — 2013
CBAP, Business Analyst cerfication - IIBA
Centennial College 1977 — 1979
Bachelor of Business Administration (B.B.A.), Business
Francois Pichette's Merrill Lynch Experience 1999 - 2001
Job Consultant at Technologies Proconsult
Industry Computer Software
Experience
Proconsult Technologies January 2002 - Present
Merrill Lynch 1999 - 2001
RBC Dominion Securities 1996 - 1999
Skills
SQL, ERP, Business Intelligence, Crystal Reports, Syteline ERP, Progress 4GL, Business Analysis, Databases, Project Management, Enterprise Software, Requirements Analysis, Microsoft SQL Server, Business Process..., Jetforms, Impromptu, Salesforce.com, Unix, Software Implementation, Business Process, Analysis, Windows, Database Administration, Visual Basic, Integration, Database Design, T-SQL, Cognos, IT Management, Software Development, Systems Analysis, XML, Windows Server, SSRS, .NET
Education
Concordia University 1991 — 1995
Bachelor, Economics
CEGEP - John Abbott College 1989 — 1991
DEC, Business Administration
Proconsult Technologies January 2002 - Present
Merrill Lynch 1999 - 2001
RBC Dominion Securities 1996 - 1999
Skills
SQL, ERP, Business Intelligence, Crystal Reports, Syteline ERP, Progress 4GL, Business Analysis, Databases, Project Management, Enterprise Software, Requirements Analysis, Microsoft SQL Server, Business Process..., Jetforms, Impromptu, Salesforce.com, Unix, Software Implementation, Business Process, Analysis, Windows, Database Administration, Visual Basic, Integration, Database Design, T-SQL, Cognos, IT Management, Software Development, Systems Analysis, XML, Windows Server, SSRS, .NET
Education
Concordia University 1991 — 1995
Bachelor, Economics
CEGEP - John Abbott College 1989 — 1991
DEC, Business Administration
Jordan Havranek's Merrill Lynch Experience May 2003 - August 2003
Job VP Global Information Security & Risk
Industry Information Technology and Services
Experience
HSBC October 2012 - Present
Bank of America August 2009 - October 2012
John Wieland Homes February 2004 - January 2009
Merrill Lynch May 2003 - August 2003
Skills
Project Management, Process Improvement, Visio, Six Sigma, Program Management, Risk Management, Governance, Management, SharePoint, MS Project, Analysis, SQL, DLP, Security, Training, Information Security, SDLC, Leadership, Change Management, Integration, Databases, Vendor Management, Budgets, Enterprise Software, IT Strategy, Data Analysis, Business Analysis, Access, Disaster Recovery, Unix, CISSP, Information Security..., PCI DSS, PMP, Enterprise Architecture, Business Continuity, Information Technology, Networking, System Administration, ITIL, Operations Management, Business Process..., IT Management, ERP, Oracle, Linux, Software Documentation, IT Audit, Business Intelligence, Project Portfolio...
Education
Central Piedmont Community College 2009 — 2009
Post Bac, Human Resources
Central Piedmont Community College 2004 — 2004
Six Sigma Green Belt Certification, Quality Control and Process Improvement
University of North Carolina at Charlotte 1999 — 2003
B.S.B.A., Management Information Systems
University of North Carolina at Charlotte 1999 — 2003
B.S.B.A., Industrial Operations Management
HSBC October 2012 - Present
Bank of America August 2009 - October 2012
John Wieland Homes February 2004 - January 2009
Merrill Lynch May 2003 - August 2003
Skills
Project Management, Process Improvement, Visio, Six Sigma, Program Management, Risk Management, Governance, Management, SharePoint, MS Project, Analysis, SQL, DLP, Security, Training, Information Security, SDLC, Leadership, Change Management, Integration, Databases, Vendor Management, Budgets, Enterprise Software, IT Strategy, Data Analysis, Business Analysis, Access, Disaster Recovery, Unix, CISSP, Information Security..., PCI DSS, PMP, Enterprise Architecture, Business Continuity, Information Technology, Networking, System Administration, ITIL, Operations Management, Business Process..., IT Management, ERP, Oracle, Linux, Software Documentation, IT Audit, Business Intelligence, Project Portfolio...
Education
Central Piedmont Community College 2009 — 2009
Post Bac, Human Resources
Central Piedmont Community College 2004 — 2004
Six Sigma Green Belt Certification, Quality Control and Process Improvement
University of North Carolina at Charlotte 1999 — 2003
B.S.B.A., Management Information Systems
University of North Carolina at Charlotte 1999 — 2003
B.S.B.A., Industrial Operations Management
Jay Gillette's Merrill Lynch Experience May 2005 - September 2005
Job Senior Compliance Officer at The Options Clearing Corporation
Industry Financial Services
Experience
The Options Clearing Corporation March 2014 - Present
FINRA February 2010 - March 2014
Mesirow Financial March 2007 - February 2010
National Stock Exchange 2005 - 2006
Merrill Lynch May 2005 - September 2005
Skills
Securities, FINRA, Securities Regulation, AML, Trading, Options, Financial Risk, Financial Services, Auditing, SEC, Equities, Mutual Funds, Broker-Dealer, Investments, Capital Markets
Education
DePaul University 2004 — 2006
Bachelors, Finance
Central Michigan University 2002 — 2003
N/A, N/A
The Options Clearing Corporation March 2014 - Present
FINRA February 2010 - March 2014
Mesirow Financial March 2007 - February 2010
National Stock Exchange 2005 - 2006
Merrill Lynch May 2005 - September 2005
Skills
Securities, FINRA, Securities Regulation, AML, Trading, Options, Financial Risk, Financial Services, Auditing, SEC, Equities, Mutual Funds, Broker-Dealer, Investments, Capital Markets
Education
DePaul University 2004 — 2006
Bachelors, Finance
Central Michigan University 2002 — 2003
N/A, N/A
William Farren's Merrill Lynch Experience July 2006 - March 2009
Job
Industry Financial Services
Experience
Bank of America May 2009 - Present
Merrill Lynch July 2006 - March 2009
Merrill Lynch January 2002 - July 2006
Merrill Lynch June 1997 - December 2001
Merrill Lynch June 1994 - June 1997
Betac Corporation June 1984 - June 1994
U. S. Air Force February 1978 - June 1984
Education
University of Connecticut 1973 — 1977
B.S., Management Science
Central Michigan University
M.A., Industrial Management
Bank of America May 2009 - Present
Merrill Lynch July 2006 - March 2009
Merrill Lynch January 2002 - July 2006
Merrill Lynch June 1997 - December 2001
Merrill Lynch June 1994 - June 1997
Betac Corporation June 1984 - June 1994
U. S. Air Force February 1978 - June 1984
Education
University of Connecticut 1973 — 1977
B.S., Management Science
Central Michigan University
M.A., Industrial Management
Joseph Fiducia CFP®'s Merrill Lynch Experience 1995 - 1999
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
Fidelity Investments June 2005 - February 2014
First National Bank of Litchfield November 2003 - June 2005
Wachovia December 1999 - November 2003
Merrill Lynch 1995 - 1999
Skills
Business Development, Asset Allocation, ETFs * Equity * Bonds *..., Relationship..., Sales & Marketing, Trust / Estate / Tax &..., Analysis &..., Monitoring & Evaluating..., Client & Product..., Investment Strategy..., Coaching / Mentoring /..., Wealth Management
Education
University of Hartford 2008 — 2010
Master of Business Administration (M.B.A.), International Finance
Central Connecticut State University
Bachelor of Science (B.S.), Marketing
TIAA-CREF February 2014 - Present
Fidelity Investments June 2005 - February 2014
First National Bank of Litchfield November 2003 - June 2005
Wachovia December 1999 - November 2003
Merrill Lynch 1995 - 1999
Skills
Business Development, Asset Allocation, ETFs * Equity * Bonds *..., Relationship..., Sales & Marketing, Trust / Estate / Tax &..., Analysis &..., Monitoring & Evaluating..., Client & Product..., Investment Strategy..., Coaching / Mentoring /..., Wealth Management
Education
University of Hartford 2008 — 2010
Master of Business Administration (M.B.A.), International Finance
Central Connecticut State University
Bachelor of Science (B.S.), Marketing
Joshua Steen's Merrill Lynch Experience November 2011 - June 2013
Job Private Client Advisor at JPMorgan Chase
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A August 2013 - Present
Merrill Lynch November 2011 - June 2013
Arrow Capital Group October 2009 - November 2011
Law Office of Carlos A LLoreda January 2009 - January 2010
JPMorgan Chase May 2008 - August 2008
Education
Florida A&M University
School of Business & Industry Graduate MBA, Finance
Central Connecticut State University
Bachelor of Science Degree, Finance
JP Morgan Chase Bank, N.A August 2013 - Present
Merrill Lynch November 2011 - June 2013
Arrow Capital Group October 2009 - November 2011
Law Office of Carlos A LLoreda January 2009 - January 2010
JPMorgan Chase May 2008 - August 2008
Education
Florida A&M University
School of Business & Industry Graduate MBA, Finance
Central Connecticut State University
Bachelor of Science Degree, Finance
Dimitrios Foster's Merrill Lynch Experience September 2001 - May 2002
Job Experienced Senior Fiscal Analyst
Industry Investment Management
Experience
Mecklenburg County January 2010 - Present
TIAA-CREF March 2007 - May 2009
E*TRADE Financial August 2005 - March 2007
Wachovia Bank July 2004 - July 2005
Merrill Lynch September 2001 - May 2002
Skills
Microsoft Excel, Investments, Financial Reporting, Financial Services, Management, Finance, Leadership, Budgets, Accounting, Mutual Funds, Analysis, Securities, Series 7, Financial Analysis, Access
Education
Central Piedmont Community College
Associate, Arts
University of North Carolina at Charlotte - Belk College of Business
BSBA, Finance and management
Pfeiffer University
Master of Business Administration (M.B.A.)
Mecklenburg County January 2010 - Present
TIAA-CREF March 2007 - May 2009
E*TRADE Financial August 2005 - March 2007
Wachovia Bank July 2004 - July 2005
Merrill Lynch September 2001 - May 2002
Skills
Microsoft Excel, Investments, Financial Reporting, Financial Services, Management, Finance, Leadership, Budgets, Accounting, Mutual Funds, Analysis, Securities, Series 7, Financial Analysis, Access
Education
Central Piedmont Community College
Associate, Arts
University of North Carolina at Charlotte - Belk College of Business
BSBA, Finance and management
Pfeiffer University
Master of Business Administration (M.B.A.)
Dusty Steele's Merrill Lynch Experience June 1987 - June 1999
Job Independent Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC June 1999 - Present
Merrill Lynch June 1987 - June 1999
Education
Central Michigan University 1983 — 1987
Bachelor, Business Administration
Raymond James Financial Services, Inc. Member FINRA/SIPC June 1999 - Present
Merrill Lynch June 1987 - June 1999
Education
Central Michigan University 1983 — 1987
Bachelor, Business Administration
Howard Mortenson's Merrill Lynch Experience October 2011 - February 2013
Job at
Industry Investment Management
Experience
Financial Engines February 2013 - Present
Merrill Lynch October 2011 - February 2013
HTLF Investment Services August 2010 - February 2012
Camelback Community Bank February 2001 - August 2010
Huntington National Bank March 1998 - February 2001
Huntington National Bank March 1994 - March 1998
Huntington National Bank March 1992 - March 1994
Skills
Strategic Financial..., Wealth Management, Banking, Retirement Planning, Series 7, Asset Allocation, Mutual Funds, Investments, Portfolio Management, Securities, Retirement, Asset Managment, Investment Advisory, Estate Planning, 401k, Fixed Annuities, Investment Strategies, Equities, Financial Advisory, Financial Planners
Education
Central Michigan University 1988 — 1990
BS in BA, Finance, Economics
Muskegon Community College 1986 — 1988
Associate of Science (A.S.), Business Administration, Management and Operations
Financial Engines February 2013 - Present
Merrill Lynch October 2011 - February 2013
HTLF Investment Services August 2010 - February 2012
Camelback Community Bank February 2001 - August 2010
Huntington National Bank March 1998 - February 2001
Huntington National Bank March 1994 - March 1998
Huntington National Bank March 1992 - March 1994
Skills
Strategic Financial..., Wealth Management, Banking, Retirement Planning, Series 7, Asset Allocation, Mutual Funds, Investments, Portfolio Management, Securities, Retirement, Asset Managment, Investment Advisory, Estate Planning, 401k, Fixed Annuities, Investment Strategies, Equities, Financial Advisory, Financial Planners
Education
Central Michigan University 1988 — 1990
BS in BA, Finance, Economics
Muskegon Community College 1986 — 1988
Associate of Science (A.S.), Business Administration, Management and Operations
Myles O'Reilly's Merrill Lynch Experience September 2005 - January 2008
Job Principal
Industry Investment Management
Experience
O'REILLY FINANCIAL January 2012 - Present
VALIC March 2008 - January 2012
Merrill Lynch September 2005 - January 2008
Skills
Retirement, Wealth Management, Fixed Annuities, Estate Planning, Investments, Long-term Care, Retirement Planning, Investment Advisory, Life Insurance, Asset Allocation, Mutual Funds, Series 7, Insurance, Alternative Investments, 401k, IRAs, Term Life Insurance, Disability Insurance, Financial Planning, Asset Management, Portfolio Management, Investment Strategies, Equities, Securities, Bonds, Retirement Income..., Annuities, Wealth, Financial Analysis, Risk Management, Fixed Income, Pensions, Financial Advisory, Series 66
Education
Central Methodist College
O'REILLY FINANCIAL January 2012 - Present
VALIC March 2008 - January 2012
Merrill Lynch September 2005 - January 2008
Skills
Retirement, Wealth Management, Fixed Annuities, Estate Planning, Investments, Long-term Care, Retirement Planning, Investment Advisory, Life Insurance, Asset Allocation, Mutual Funds, Series 7, Insurance, Alternative Investments, 401k, IRAs, Term Life Insurance, Disability Insurance, Financial Planning, Asset Management, Portfolio Management, Investment Strategies, Equities, Securities, Bonds, Retirement Income..., Annuities, Wealth, Financial Analysis, Risk Management, Fixed Income, Pensions, Financial Advisory, Series 66
Education
Central Methodist College
Anthony Czarzasty's Merrill Lynch Experience October 1994 - Present
Job First Vice President and Portfolio Manager
Industry Financial Services
Experience
Merrill Lynch October 1994 - Present
Merrill Lynch 1994 - Present
Education
Central Connecticut State University 1980 — 1982
6th Year plus 15, Supervision, Administration and Curriculum Development, Cum Laude
Central Connecticut State University 1978 — 1980
Masters, Supervision and Administration, Cum Laude
Central Connecticut State University 1976 — 1978
Bachelor of Science, Industrial Engineering and Teaching, Cum Laude, Dean's list
Waterbury State Technical College 1974 — 1976
Associates Degree, Manufacturing and Engineering, High Honors, Dean's List
Merrill Lynch October 1994 - Present
Merrill Lynch 1994 - Present
Education
Central Connecticut State University 1980 — 1982
6th Year plus 15, Supervision, Administration and Curriculum Development, Cum Laude
Central Connecticut State University 1978 — 1980
Masters, Supervision and Administration, Cum Laude
Central Connecticut State University 1976 — 1978
Bachelor of Science, Industrial Engineering and Teaching, Cum Laude, Dean's list
Waterbury State Technical College 1974 — 1976
Associates Degree, Manufacturing and Engineering, High Honors, Dean's List
Judy Jiang's Merrill Lynch Experience May 2006 - December 2007
Job Accountant at Cornick, Garber & Sandler, LLP
Industry Accounting
Experience
Cornick, Garber & Sandler, LLP January 2008 - Present
Merrill Lynch May 2006 - December 2007
Skills
Auditing, Financial Reporting, Microsoft Excel, Accounting, Budgets, QuickBooks, Tax, US GAAP
Education
Centenary College
BA, International Studies
Pace University - Lubin School of Business
MS, ACCOUNTING
Cornick, Garber & Sandler, LLP January 2008 - Present
Merrill Lynch May 2006 - December 2007
Skills
Auditing, Financial Reporting, Microsoft Excel, Accounting, Budgets, QuickBooks, Tax, US GAAP
Education
Centenary College
BA, International Studies
Pace University - Lubin School of Business
MS, ACCOUNTING
Robert Kwiatkowski's Merrill Lynch Experience September 2001 - January 2009
Job Professional
Industry Financial Services
Experience
Folger Nolan Fleming Douglas February 2009 - Present
Merrill Lynch September 2001 - January 2009
MetLife Resources, Inc February 1998 - August 2001
United States Air Force October 1976 - November 1996
Skills
Financial Services, Retirement Planning, College Education..., Investments, Personal Financial..., Estate Planning, Strategic Financial..., Mortgage Lending, Retirement, Insurance, IRAs, Finance, Financial Advisory, Series 7, Asset Allocation, Investment Strategies, Financial Analysis, Financial Planners, Investment Advisory, Wealth, Fixed Annuities, Financial Planning
Education
Central Michigan University 1984 — 1985
MSA, Business Administration and Management, General
Manhattan College 1972 — 1976
BCE, Civil Engineering
Folger Nolan Fleming Douglas February 2009 - Present
Merrill Lynch September 2001 - January 2009
MetLife Resources, Inc February 1998 - August 2001
United States Air Force October 1976 - November 1996
Skills
Financial Services, Retirement Planning, College Education..., Investments, Personal Financial..., Estate Planning, Strategic Financial..., Mortgage Lending, Retirement, Insurance, IRAs, Finance, Financial Advisory, Series 7, Asset Allocation, Investment Strategies, Financial Analysis, Financial Planners, Investment Advisory, Wealth, Fixed Annuities, Financial Planning
Education
Central Michigan University 1984 — 1985
MSA, Business Administration and Management, General
Manhattan College 1972 — 1976
BCE, Civil Engineering
Nancy Peterson's Merrill Lynch Experience May 1992 - March 1997
Job Sr. Private Client Advisor at Citi Private Bank
Industry Financial Services
Experience
Citibank January 2010 - Present
Barclays Wealth September 2007 - December 2009
Atlas One Financial Group, LLC August 2006 - September 2007
Bank of America - Private Bank June 2002 - August 2006
Northern Trust November 1997 - June 2002
Merrill Lynch May 1992 - March 1997
Xerox de Mexico 1982 - 1986
Skills
Portfolio Management, Fixed Income, Alternative Investments, Investment Strategies, Asset Allocation, Wealth Management, Equities, Estate Planning, Investments, Strategic Financial...
Education
The University of Dallas 1981 — 1982
MBA, International Business
Central College 1977 — 1981
B.A., Business & French
Université Paris-Sorbonne 1979 — 1980
Diplome Annuel, Cours de Civilisation Francaise
Citibank January 2010 - Present
Barclays Wealth September 2007 - December 2009
Atlas One Financial Group, LLC August 2006 - September 2007
Bank of America - Private Bank June 2002 - August 2006
Northern Trust November 1997 - June 2002
Merrill Lynch May 1992 - March 1997
Xerox de Mexico 1982 - 1986
Skills
Portfolio Management, Fixed Income, Alternative Investments, Investment Strategies, Asset Allocation, Wealth Management, Equities, Estate Planning, Investments, Strategic Financial...
Education
The University of Dallas 1981 — 1982
MBA, International Business
Central College 1977 — 1981
B.A., Business & French
Université Paris-Sorbonne 1979 — 1980
Diplome Annuel, Cours de Civilisation Francaise
Donna Cattanach's Merrill Lynch Experience 1992 - 1998
Job Retail Trader Foreign Exchange
Industry Financial Services
Experience
Donna Cattanach 2007 - Present
Chase, Piper Jaffray, Wachovia, 1999 - 2006
Merrill Lynch 1992 - 1998
First Bankers Trust Company 1989 - 1992
Skills
Fixed Income, Equities, Portfolio Management, Trading, Capital Markets, Financial Markets, Quantitative Finance, Banking, Asset Management, Derivatives, Investments, Business Analysis, Equity Derivatives, Software Documentation, SDLC, Trading Systems, Trading Strategies
Education
Central Connecticut State University
Master's Degree, MA English and Teaching Certification in English, 3.56
University of Cincinnati College of Business
Master of Business Administration (M.B.A.), Double Major: Finance and Quantitative Studies, 3.65
Donna Cattanach 2007 - Present
Chase, Piper Jaffray, Wachovia, 1999 - 2006
Merrill Lynch 1992 - 1998
First Bankers Trust Company 1989 - 1992
Skills
Fixed Income, Equities, Portfolio Management, Trading, Capital Markets, Financial Markets, Quantitative Finance, Banking, Asset Management, Derivatives, Investments, Business Analysis, Equity Derivatives, Software Documentation, SDLC, Trading Systems, Trading Strategies
Education
Central Connecticut State University
Master's Degree, MA English and Teaching Certification in English, 3.56
University of Cincinnati College of Business
Master of Business Administration (M.B.A.), Double Major: Finance and Quantitative Studies, 3.65
Chantel J. Rachel's Merrill Lynch Experience February 2000 - September 2009
Job Area Service Agent at Liberty National Life Insurance Company
Industry Education Management
Experience
Liberty National Life Insurance Company February 2015 - Present
Greene Worldwide Transportation March 2012 - February 2015
The Hunter and Associations, Inc. December 2009 - March 2012
Merrill Lynch February 2000 - September 2009
Skills
Global Business..., Business Process..., Alliance and..., Business Process..., Client Relations and..., Change Management, Instructional Designer, Facilitator / Classroom..., Strategic Planning, Professional Mentor /..., Training and Development, Performance Enhancement, Organizational..., Customer Engagement
Education
Central Michigan University
Master's Degree, Adult Education
Clark Atlanta University
Bachelor's Degree, Marketing
Liberty National Life Insurance Company February 2015 - Present
Greene Worldwide Transportation March 2012 - February 2015
The Hunter and Associations, Inc. December 2009 - March 2012
Merrill Lynch February 2000 - September 2009
Skills
Global Business..., Business Process..., Alliance and..., Business Process..., Client Relations and..., Change Management, Instructional Designer, Facilitator / Classroom..., Strategic Planning, Professional Mentor /..., Training and Development, Performance Enhancement, Organizational..., Customer Engagement
Education
Central Michigan University
Master's Degree, Adult Education
Clark Atlanta University
Bachelor's Degree, Marketing
Carrie Wygmans's Merrill Lynch Experience March 1978 - June 2006
Job Office Manager
Industry Warehousing
Experience
Diversified Distribution Systems May 2010 - Present
Evangelical Lutheran Church in America September 2006 - January 2010
Merrill Lynch March 1978 - June 2006
Skills
Supply preaching, Leadership Development, Six Sigma training, Customer Satisfaction, Assessments, Office Administration, Group Therapy, Grief counseling, Life transitions, Vocational Counseling
Education
Central Michigan University 2010 — 2013
Master's, Counseling
Davenport University
Bachelor of Business, Business
Diversified Distribution Systems May 2010 - Present
Evangelical Lutheran Church in America September 2006 - January 2010
Merrill Lynch March 1978 - June 2006
Skills
Supply preaching, Leadership Development, Six Sigma training, Customer Satisfaction, Assessments, Office Administration, Group Therapy, Grief counseling, Life transitions, Vocational Counseling
Education
Central Michigan University 2010 — 2013
Master's, Counseling
Davenport University
Bachelor of Business, Business
Jeff LaFayette's Merrill Lynch Experience December 1985 - January 1998
Job Trade Team Manager Fund of Hedge Funds at JPMorgan Chase
Industry Investment Management
Experience
JPMorgan Chase July 2013 - Present
Edward Jones September 2012 - June 2013
Jeff LaFayette - Self Employed November 2009 - August 2012
SWANK CAPITAL LLC January 2006 - October 2009
LaFayette Farms March 1982 - October 2006
PROVIDENT ADVISORS LLC February 2001 - December 2005
PRUDENTIAL SECURITIES INC February 1998 - January 2001
Merrill Lynch December 1985 - January 1998
Skills
Operations Management, Risk Assessment, Quantitative Analysis, Administration, Strategic Planning, Customer Service, Supply Chain Management, Team Building, Compliance, Research, Quantitative Analytics, Series 7, Series 66, Modeling, Logistics, Pricing Analysis, Uniform Combined State..., Equities, Risk Management, Portfolio Management, Investments
Education
CENTRAL COLLEGE INTERNATIONAL STUDIES PROGRAMMerida 1983 — 1984
Degree Course work, International Business Management
Central College 1980 — 1984
B.A., Business Management
JPMorgan Chase July 2013 - Present
Edward Jones September 2012 - June 2013
Jeff LaFayette - Self Employed November 2009 - August 2012
SWANK CAPITAL LLC January 2006 - October 2009
LaFayette Farms March 1982 - October 2006
PROVIDENT ADVISORS LLC February 2001 - December 2005
PRUDENTIAL SECURITIES INC February 1998 - January 2001
Merrill Lynch December 1985 - January 1998
Skills
Operations Management, Risk Assessment, Quantitative Analysis, Administration, Strategic Planning, Customer Service, Supply Chain Management, Team Building, Compliance, Research, Quantitative Analytics, Series 7, Series 66, Modeling, Logistics, Pricing Analysis, Uniform Combined State..., Equities, Risk Management, Portfolio Management, Investments
Education
CENTRAL COLLEGE INTERNATIONAL STUDIES PROGRAMMerida 1983 — 1984
Degree Course work, International Business Management
Central College 1980 — 1984
B.A., Business Management
Wayne Watters's Merrill Lynch Experience 1981 - 1984
Job Government & Business Consultant at HuntWatters, LLC
Industry Government Relations
Experience
Hunt-Watters, LLC 2009 - Present
The Cassidy Organization, Inc. 2005 - 2009
Flagler Holdings, Inc. 1996 - 2009
Wayne C. Watters, LC 1995 - 2005
Florida Department of Agriculture and Consumer Services 1992 - 1995
Executive Office of the Governor of Florida January 1991 - September 1992
Office of the Senate President of the Florida Legislature 1988 - 1990
Leadership '88 1987 - 1988
Allen & Company of Florida 1984 - 1987
Merrill Lynch 1981 - 1984
Skills
Customer Service, Strategic Planning, Negotiation, Microsoft Office, New Business Development, Public Speaking, Team Building, Sales Management, Social Media, Project Management, Account Management, Sales, Marketing Strategy, Leadership, Business Development
Education
Central Michigan University 1979 — 1981
Master of Arts (MA), Management and Supervison, Business Management
Kent State University 1971 — 1975
BGS
Hunt-Watters, LLC 2009 - Present
The Cassidy Organization, Inc. 2005 - 2009
Flagler Holdings, Inc. 1996 - 2009
Wayne C. Watters, LC 1995 - 2005
Florida Department of Agriculture and Consumer Services 1992 - 1995
Executive Office of the Governor of Florida January 1991 - September 1992
Office of the Senate President of the Florida Legislature 1988 - 1990
Leadership '88 1987 - 1988
Allen & Company of Florida 1984 - 1987
Merrill Lynch 1981 - 1984
Skills
Customer Service, Strategic Planning, Negotiation, Microsoft Office, New Business Development, Public Speaking, Team Building, Sales Management, Social Media, Project Management, Account Management, Sales, Marketing Strategy, Leadership, Business Development
Education
Central Michigan University 1979 — 1981
Master of Arts (MA), Management and Supervison, Business Management
Kent State University 1971 — 1975
BGS
Al Kowalski, CRPC®'s Merrill Lynch Experience August 2006 - March 2010
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James March 2010 - Present
Merrill Lynch August 2006 - March 2010
Merrill Lynch April 1999 - August 2006
Skills
Retirement Planning, Securities, Investment Advisory, Strategic Financial..., Investments, Financial Advisory
Education
Central Michigan University 1980 — 1984
Business, Marketing
Raymond James March 2010 - Present
Merrill Lynch August 2006 - March 2010
Merrill Lynch April 1999 - August 2006
Skills
Retirement Planning, Securities, Investment Advisory, Strategic Financial..., Investments, Financial Advisory
Education
Central Michigan University 1980 — 1984
Business, Marketing
Kelly Brookshire's Merrill Lynch Experience July 2010 - March 2012
Job Product Coordinator at Swisher
Industry Marketing and Advertising
Experience
Swisher August 2014 - Present
Swisher May 2014 - August 2014
Bank of America April 2012 - February 2014
Merrill Lynch July 2010 - March 2012
Merrill Lynch February 2010 - July 2010
Bank of America June 2009 - February 2010
Bank of America December 2007 - May 2009
Bank of America October 2006 - December 2007
Bank of America November 2005 - October 2006
Adecco Staffing, USA October 2005 - November 2005
Skills
Adobe Creative Suite, Camtasia, Graphic Design, MS Excel, Microsoft Excel, Adobe Acrobat, Logo Design, SnagIt, Illustrator, SharePoint, PowerPoint, Analysis, Photoshop, Microsoft Word, Graphics, Training, InDesign, Business Analysis, Leadership, Process Improvement, Customer Service
Education
Savannah College of Art and Design 2014 — 2017
Bachelor of Fine Arts (B.F.A.), Graphic Design, 3.8 / 4.0 GPA
Central Piedmont Community College 2012 — 2013
Associate of Arts and Sciences (AAS), Advertising and Graphic Design, 1st year
Western Carolina University 1992 — 1993
None, General Studies, Freshman
Swisher August 2014 - Present
Swisher May 2014 - August 2014
Bank of America April 2012 - February 2014
Merrill Lynch July 2010 - March 2012
Merrill Lynch February 2010 - July 2010
Bank of America June 2009 - February 2010
Bank of America December 2007 - May 2009
Bank of America October 2006 - December 2007
Bank of America November 2005 - October 2006
Adecco Staffing, USA October 2005 - November 2005
Skills
Adobe Creative Suite, Camtasia, Graphic Design, MS Excel, Microsoft Excel, Adobe Acrobat, Logo Design, SnagIt, Illustrator, SharePoint, PowerPoint, Analysis, Photoshop, Microsoft Word, Graphics, Training, InDesign, Business Analysis, Leadership, Process Improvement, Customer Service
Education
Savannah College of Art and Design 2014 — 2017
Bachelor of Fine Arts (B.F.A.), Graphic Design, 3.8 / 4.0 GPA
Central Piedmont Community College 2012 — 2013
Associate of Arts and Sciences (AAS), Advertising and Graphic Design, 1st year
Western Carolina University 1992 — 1993
None, General Studies, Freshman
Joe Teunessen's Merrill Lynch Experience 1999 - 2000
Job SysAdmin at American Medical Association
Industry Nonprofit Organization Management
Experience
American Medical Association September 2000 - Present
Merrill Lynch 1999 - 2000
Education
Central Michigan University
American Medical Association September 2000 - Present
Merrill Lynch 1999 - 2000
Education
Central Michigan University
Daniel Gunning Jr.'s Merrill Lynch Experience November 2014 - Present
Job Merrill Lynch GWIM Sr. Operations Analyst/Retirement Services
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
Merrill Lynch December 2013 - November 2014
TJX August 2010 - November 2013
Hamilton Farm Golf Club May 2011 - May 2011
OL' WEST BBQ August 2008 - August 2009
BBQ Restaurant August 2008 - August 2009
Shop-Rite October 2005 - September 2007
Shop Rite Supermarkets September 2005 - October 2006
Shop-Rite October 2004 - September 2006
Skills
Excel, PowerPoint, Retail, Word, Windows, Customer Service, Facebook, LinkedIn, Twitter, Microsoft Office, Blackboard, Moodle, Social Media, Social Networking, Merchandising, Public Speaking, Social Media Marketing, Market Planning, Teamwork, Organization, Task Management, Multi Tasking, Microsoft Word, Marketing Research, Inventory Control, Microsoft Excel, Sales, Visual Merchandising, Event Planning, Cashiering, Coaching, Public Relations, Marketing
Education
Centenary College 2009 — 2013
Bachelor's of Science Degree, Business Administration and Management, General
Raritan Valley Community College 2007 — 2009
Social Science
North Hunterdon Regional High School 2004 — 2007
Diploma, General Education, 3.1
Clinton Public School 1994 — 2003
Ged, General education
Merrill Lynch November 2014 - Present
Merrill Lynch December 2013 - November 2014
TJX August 2010 - November 2013
Hamilton Farm Golf Club May 2011 - May 2011
OL' WEST BBQ August 2008 - August 2009
BBQ Restaurant August 2008 - August 2009
Shop-Rite October 2005 - September 2007
Shop Rite Supermarkets September 2005 - October 2006
Shop-Rite October 2004 - September 2006
Skills
Excel, PowerPoint, Retail, Word, Windows, Customer Service, Facebook, LinkedIn, Twitter, Microsoft Office, Blackboard, Moodle, Social Media, Social Networking, Merchandising, Public Speaking, Social Media Marketing, Market Planning, Teamwork, Organization, Task Management, Multi Tasking, Microsoft Word, Marketing Research, Inventory Control, Microsoft Excel, Sales, Visual Merchandising, Event Planning, Cashiering, Coaching, Public Relations, Marketing
Education
Centenary College 2009 — 2013
Bachelor's of Science Degree, Business Administration and Management, General
Raritan Valley Community College 2007 — 2009
Social Science
North Hunterdon Regional High School 2004 — 2007
Diploma, General Education, 3.1
Clinton Public School 1994 — 2003
Ged, General education
Joseph Saccon's Merrill Lynch Experience Resident DirectorMerrill LynchApril 2001 - January 2006
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Resident DirectorMerrill LynchApril 2001 - January 2006
Education
Central Michigan University 1991 — 1993
MS, Business/Public Administration
United States Military Academy at West Point 1986 — 1990
BS
Merrill Lynch Resident DirectorMerrill LynchApril 2001 - January 2006
Education
Central Michigan University 1991 — 1993
MS, Business/Public Administration
United States Military Academy at West Point 1986 — 1990
BS
Bob Pembroke's Merrill Lynch Experience April 1999 - May 2002
Job Senior Account Executive at Biorad
Industry Medical Devices
Experience
Bio-Rad Laboratories January 2005 - Present
Bank of America May 2002 - January 2005
Merrill Lynch April 1999 - May 2002
Beckman Coulter May 1975 - June 1998
Skills
Sales Operations, Account Management, Cold Calling, Salesforce.com, Marketing Strategy, Sales Management, Sales, Medical Devices, Hardware Diagnostics, Life Sciences, Product Launch, Sales Presentations, Sales Process, Selling
Education
Central Michigan University
Master of Business Administration (MBA), Finance and Financial Management Services
University of Maryland College Park
Bachelor of Science (BS), Microbiology and Immunology
Bio-Rad Laboratories January 2005 - Present
Bank of America May 2002 - January 2005
Merrill Lynch April 1999 - May 2002
Beckman Coulter May 1975 - June 1998
Skills
Sales Operations, Account Management, Cold Calling, Salesforce.com, Marketing Strategy, Sales Management, Sales, Medical Devices, Hardware Diagnostics, Life Sciences, Product Launch, Sales Presentations, Sales Process, Selling
Education
Central Michigan University
Master of Business Administration (MBA), Finance and Financial Management Services
University of Maryland College Park
Bachelor of Science (BS), Microbiology and Immunology
Eric Spann's Merrill Lynch Experience 1994 - 1996
Job Data Conversion Manager
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Tata Consultancy Services March 2014 - December 2014
TIAA-CREF 2008 - 2014
TIAA-CREF September 2005 - September 2008
Schwab Retirement Technologies September 2001 - September 2005
US Airways April 2001 - October 2001
First Union April 1999 - April 2001
Merrill Lynch 1994 - 1996
Merrill Lynch 1994 - 1996
Skills
401k, Business Analysis, CRM, Cross-functional Team..., Defined Benefit, ERISA, Employee Benefits, Financial Analysis, Financial Services, Human Resources, Investments, Management, Mutual Funds, Operations Management, Pensions, Process Improvement, Project Management, Relationship Management, Retirement, Series 6, Series 63, Series 7, Software Documentation, Strategic Financial..., Strategic Planning, Strategy, Asset Allocation, Business Planning, Defined Contribution, Retirement Planning, Financial Planning
Education
Drexel University - LeBow College of Business 1989 — 1994
BS
Central Piedmont Community College
Elizabeth Seeger
Penn State University
MBA
Fidelity Investments December 2014 - Present
Tata Consultancy Services March 2014 - December 2014
TIAA-CREF 2008 - 2014
TIAA-CREF September 2005 - September 2008
Schwab Retirement Technologies September 2001 - September 2005
US Airways April 2001 - October 2001
First Union April 1999 - April 2001
Merrill Lynch 1994 - 1996
Merrill Lynch 1994 - 1996
Skills
401k, Business Analysis, CRM, Cross-functional Team..., Defined Benefit, ERISA, Employee Benefits, Financial Analysis, Financial Services, Human Resources, Investments, Management, Mutual Funds, Operations Management, Pensions, Process Improvement, Project Management, Relationship Management, Retirement, Series 6, Series 63, Series 7, Software Documentation, Strategic Financial..., Strategic Planning, Strategy, Asset Allocation, Business Planning, Defined Contribution, Retirement Planning, Financial Planning
Education
Drexel University - LeBow College of Business 1989 — 1994
BS
Central Piedmont Community College
Elizabeth Seeger
Penn State University
MBA
Scott Mastocciolo's Merrill Lynch Experience August 2002 - January 2012
Job Associate Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2012 - Present
Merrill Lynch August 2002 - January 2012
Skills
Mutual Funds, Alternative Investments, Investments, Equities, Retirement Planning, Asset Allocation, Investment Strategies, Financial Services, Securities, Fixed Income, Retirement, Financial Analysis, Hedge Funds, Financial Advisory, Bloomberg, Derivatives, Brokers, Fixed Annuities, Public Speaking, IRAs
Education
Central Connecticut State University
Wells Fargo Advisors January 2012 - Present
Merrill Lynch August 2002 - January 2012
Skills
Mutual Funds, Alternative Investments, Investments, Equities, Retirement Planning, Asset Allocation, Investment Strategies, Financial Services, Securities, Fixed Income, Retirement, Financial Analysis, Hedge Funds, Financial Advisory, Bloomberg, Derivatives, Brokers, Fixed Annuities, Public Speaking, IRAs
Education
Central Connecticut State University
Edith English's Merrill Lynch Experience 1999 - 2001
Job Conseillière en sécurité financière
Industry Financial Services
Experience
. July 2011 - Present
Renmark Financial Communications 2002 - 2007
Merrill Lynch 1999 - 2001
42nd street 1999 - 2000
CIBC Wood Gundy 1996 - 1999
Education
John Abbott College 1993 — 1996
Champlain College 1989 — 1991
. July 2011 - Present
Renmark Financial Communications 2002 - 2007
Merrill Lynch 1999 - 2001
42nd street 1999 - 2000
CIBC Wood Gundy 1996 - 1999
Education
John Abbott College 1993 — 1996
Champlain College 1989 — 1991
Adam Costantini's Merrill Lynch Experience August 2013 - January 2014
Job Financial Assistant Facilities Capital Finance and Accounting at Yale University
Industry Financial Services
Experience
Yale University April 2015 - Present
GAMCO Investors, Inc. August 2014 - August 2014
Merrill Lynch August 2013 - January 2014
Legacy Development and Brindisi & Yaroscak Custom Builders Inc. August 2011 - January 2013
Education
Central Connecticut State University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Yale University April 2015 - Present
GAMCO Investors, Inc. August 2014 - August 2014
Merrill Lynch August 2013 - January 2014
Legacy Development and Brindisi & Yaroscak Custom Builders Inc. August 2011 - January 2013
Education
Central Connecticut State University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Anne Carlton's Merrill Lynch Experience 1986 - 1987
Job Retired at Retired
Industry Pharmaceuticals
Experience
Retired December 2014 - Present
Self Employed January 2011 - December 2014
A.G. Edwards September 2001 - December 2003
Merrill Lynch 1986 - 1987
Merrill Lynch 1984 - 1986
Merrill Lynch 1982 - 1984
Merrill Lynch January 1971 - August 1980
Skills
Microsoft Excel, Strategic Planning, Sales, Securities, Outlook
Education
Centenary College of Louisiana 1969 — 1969
Macon State College 1968 — 1969
Retired December 2014 - Present
Self Employed January 2011 - December 2014
A.G. Edwards September 2001 - December 2003
Merrill Lynch 1986 - 1987
Merrill Lynch 1984 - 1986
Merrill Lynch 1982 - 1984
Merrill Lynch January 1971 - August 1980
Skills
Microsoft Excel, Strategic Planning, Sales, Securities, Outlook
Education
Centenary College of Louisiana 1969 — 1969
Macon State College 1968 — 1969
Sterling Herrmann's Merrill Lynch Experience May 2014 - August 2014
Job Student at Central Michigan University
Industry Financial Services
Experience
Merrill Lynch May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Alma Wrestling Club January 2011 - March 2011
Skills
Team Leadership
Education
Central Michigan University
Bachelor of Science, Business Administration; Finance
Merrill Lynch May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Alma Wrestling Club January 2011 - March 2011
Skills
Team Leadership
Education
Central Michigan University
Bachelor of Science, Business Administration; Finance
Mark Improta's Merrill Lynch Experience October 2008 - March 2014
Job Senior Associate Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Merrill Lynch October 2008 - March 2014
Education
Central Michigan University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Wells Fargo Advisors April 2014 - Present
Merrill Lynch October 2008 - March 2014
Education
Central Michigan University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Diana Durtanoski's Merrill Lynch Experience December 2003 - April 2004
Job Financial Analyst at The Vitamin Shoppe
Industry Financial Services
Experience
The Vitamin Shoppe September 2014 - Present
Party City Retail Group August 2011 - September 2014
JPMorgan Chase October 2006 - August 2011
Merrill Lynch December 2003 - April 2004
Skills
Microsoft Excel, Forecasting, Analysis, Financial Analysis, Budgets, Microsoft Office, Financial Reporting, PowerPoint, Microsoft Word, Oracle, Time Management, Strategic Planning, Finance, Management, Accounts Payable
Education
Centenary College
Bachelor of Business Administration (B.B.A.), Finance
The Vitamin Shoppe September 2014 - Present
Party City Retail Group August 2011 - September 2014
JPMorgan Chase October 2006 - August 2011
Merrill Lynch December 2003 - April 2004
Skills
Microsoft Excel, Forecasting, Analysis, Financial Analysis, Budgets, Microsoft Office, Financial Reporting, PowerPoint, Microsoft Word, Oracle, Time Management, Strategic Planning, Finance, Management, Accounts Payable
Education
Centenary College
Bachelor of Business Administration (B.B.A.), Finance
Roger Tank's Merrill Lynch Experience January 2010 - April 2011
Job Business Development Manager at Frontier Laboratories USA
Industry Plastics
Experience
Laboratory Synergy LLC October 2012 - August 2014
Merrill Lynch January 2010 - April 2011
Agilent Technologies June 1986 - April 2003
Brinkmann Instruments January 1980 - June 1986
Skills
Sales, Manufacturing, Technical Sales..., New Business Development, Sales Operations, Sales Management, Key Account Management, Key Account Development, Direct Sales, Life Sciences, Sales Process, Customer Service, Analytical Chemistry, Microsoft Office, Biotechnology, Food Industry, Product Development, Account Management, Cross-functional Team..., Management
Education
Central Michigan University 2008 — 2009
Certified Financial Planner education requirements: Tax, Investments, Estate, Insurance, Retirement, Personal Financial Planning, 3.85 GPA
Western Michigan University
Bachelor's Degree, Chemistry, 2.02 GPA
Laboratory Synergy LLC October 2012 - August 2014
Merrill Lynch January 2010 - April 2011
Agilent Technologies June 1986 - April 2003
Brinkmann Instruments January 1980 - June 1986
Skills
Sales, Manufacturing, Technical Sales..., New Business Development, Sales Operations, Sales Management, Key Account Management, Key Account Development, Direct Sales, Life Sciences, Sales Process, Customer Service, Analytical Chemistry, Microsoft Office, Biotechnology, Food Industry, Product Development, Account Management, Cross-functional Team..., Management
Education
Central Michigan University 2008 — 2009
Certified Financial Planner education requirements: Tax, Investments, Estate, Insurance, Retirement, Personal Financial Planning, 3.85 GPA
Western Michigan University
Bachelor's Degree, Chemistry, 2.02 GPA
Briant Noland's Merrill Lynch Experience June 1986 - August 2004
Job Senior Vice President at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. August 2004 - Present
Merrill Lynch June 1986 - August 2004
Skills
Valuation, Investment Banking, Capital Markets, Fixed Income, Series 63, Securities, Investments, Hedge Funds, Portfolio Management, Private Placements, Due Diligence, Alternative Investments, Asset Management
Education
Centenary College of Louisiana
Bachelor of Science (BS), Economics
Stephens Inc. August 2004 - Present
Merrill Lynch June 1986 - August 2004
Skills
Valuation, Investment Banking, Capital Markets, Fixed Income, Series 63, Securities, Investments, Hedge Funds, Portfolio Management, Private Placements, Due Diligence, Alternative Investments, Asset Management
Education
Centenary College of Louisiana
Bachelor of Science (BS), Economics
Troy Sakraska's Merrill Lynch Experience 1997 - 2002
Job IT Business Analyst at EverBank
Industry Banking
Experience
EverBank July 2011 - Present
EverBank 2007 - 2011
EverBank October 2004 - January 2007
Merrill Lynch 1997 - 2002
Skills
Project Management, Mortgage Underwriting, Loan Sales, Residential Mortgages, Vendor Management, Relationship Management, Mortgage Lending, Loan Origination
Education
Central Michigan University 1994 — 1997
Economics and Business Administration
Grand Ledge HS
EverBank July 2011 - Present
EverBank 2007 - 2011
EverBank October 2004 - January 2007
Merrill Lynch 1997 - 2002
Skills
Project Management, Mortgage Underwriting, Loan Sales, Residential Mortgages, Vendor Management, Relationship Management, Mortgage Lending, Loan Origination
Education
Central Michigan University 1994 — 1997
Economics and Business Administration
Grand Ledge HS
Craig Lattimer's Merrill Lynch Experience July 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Fordham Financial Management May 2008 - July 2011
Skills
Retirement Planning, Series 7, Series 63, Series 65, Wealth Management, Portfolio Management, Asset Allocation, Equities, Financial Planning, Finance, Fixed Income, Investments, Mutual Funds, Financial Analysis
Education
Central Connecticut State University
Bachelor of Science (BS), Marketing
Merrill Lynch July 2011 - Present
Fordham Financial Management May 2008 - July 2011
Skills
Retirement Planning, Series 7, Series 63, Series 65, Wealth Management, Portfolio Management, Asset Allocation, Equities, Financial Planning, Finance, Fixed Income, Investments, Mutual Funds, Financial Analysis
Education
Central Connecticut State University
Bachelor of Science (BS), Marketing
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank