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
Rhonda Perez Rhonda Perez's Merrill Lynch Experience 1993 - 2000
Job Controller at Mission Management & Trust Co.
Industry Financial Services
Experience
Mission Management & Trust Co. April 2002 - Present
Merrill Lynch 1993 - 2000
Cigna Healthplan 1985 - 1988
Skills
Financial Reporting, Financial Analysis, Certified QuickBooks..., Due Diligence, Internal Controls, Financial Audits, Strategic Financial..., Financial Modeling, Consolidation, Cost Accounting, Variance Analysis, GAAP, US GAAP, Sarbanes-Oxley Act, Revenue Recognition, General Ledger, Cash Flow, Fixed Assets, Business Control, Cash Management, Management, Accounting, Leadership, Microsoft Excel
Education
University of Arizona, Eller College of Management
Bachelor of Science in Business Administration, Accounting
Central Texas College
Associate of Arts (AA), Business Administration, Management and Operations
Mission Management & Trust Co. April 2002 - Present
Merrill Lynch 1993 - 2000
Cigna Healthplan 1985 - 1988
Skills
Financial Reporting, Financial Analysis, Certified QuickBooks..., Due Diligence, Internal Controls, Financial Audits, Strategic Financial..., Financial Modeling, Consolidation, Cost Accounting, Variance Analysis, GAAP, US GAAP, Sarbanes-Oxley Act, Revenue Recognition, General Ledger, Cash Flow, Fixed Assets, Business Control, Cash Management, Management, Accounting, Leadership, Microsoft Excel
Education
University of Arizona, Eller College of Management
Bachelor of Science in Business Administration, Accounting
Central Texas College
Associate of Arts (AA), Business Administration, Management and Operations
Alisa Allen Alisa Allen's Merrill Lynch Experience January 2000 - February 2006
Job Regional Sales Manager
Industry Computer Software
Experience
Applied Innovation,Inc August 2014 - Present
Partners Investment Network September 2011 - September 2013
Edward Jones January 2008 - February 2011
Pfizer January 2006 - December 2007
Merrill Lynch January 2000 - February 2006
Wenatchee Valley Medical Center 1995 - 1998
Skills
sales, Direct Sales, Customer Service, Marketing, Product Marketing, Marketing Strategy, Sales Presentations, Insurance, Finance, Financial Analysis, Investments, Microsoft Word, Accounts Payable, Office Management, Administrative..., Accounts Receivable, Life Insurance, Underwriting, Health Insurance, Outlook, Accounting, Microsoft Office, PowerPoint, Financial Reporting, Sales, Strategic Planning, Public Speaking, Leadership, Management, Team Building, Event Planning, Sales Management
Education
Central Washington University 1992 — 1994
Bachelor's degree, Accounting and Business/Management
Wenatchee Valley College 1988 — 1989
Associate's Degree, Transfer
Applied Innovation,Inc August 2014 - Present
Partners Investment Network September 2011 - September 2013
Edward Jones January 2008 - February 2011
Pfizer January 2006 - December 2007
Merrill Lynch January 2000 - February 2006
Wenatchee Valley Medical Center 1995 - 1998
Skills
sales, Direct Sales, Customer Service, Marketing, Product Marketing, Marketing Strategy, Sales Presentations, Insurance, Finance, Financial Analysis, Investments, Microsoft Word, Accounts Payable, Office Management, Administrative..., Accounts Receivable, Life Insurance, Underwriting, Health Insurance, Outlook, Accounting, Microsoft Office, PowerPoint, Financial Reporting, Sales, Strategic Planning, Public Speaking, Leadership, Management, Team Building, Event Planning, Sales Management
Education
Central Washington University 1992 — 1994
Bachelor's degree, Accounting and Business/Management
Wenatchee Valley College 1988 — 1989
Associate's Degree, Transfer
Amy Waller Amy Waller's Merrill Lynch Experience April 2006 - December 2008
Job Executive Assistant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2009 - Present
Merrill Lynch April 2006 - December 2008
UPS March 1994 - August 2001
Skills
Office Management, Calendaring, Expense Reports, Invoicing, Expenses, Office Administration, Data Entry, Executive Support, Social Media, Time Management, Management, Event Management, Public Speaking
Education
Central Washington University
Business/Corporate Communications
Eisenhower High School
Western Washington University
Communication and Media Studies
Moss Adams LLP January 2009 - Present
Merrill Lynch April 2006 - December 2008
UPS March 1994 - August 2001
Skills
Office Management, Calendaring, Expense Reports, Invoicing, Expenses, Office Administration, Data Entry, Executive Support, Social Media, Time Management, Management, Event Management, Public Speaking
Education
Central Washington University
Business/Corporate Communications
Eisenhower High School
Western Washington University
Communication and Media Studies
Emma Sokol Emma Sokol's Merrill Lynch Experience September 2011 - December 2011
Job Maitre d'
Industry Hospitality
Experience
ASIA DE CUBA September 2014 - Present
Moby's East Hampton July 2015 - September 2015
All'onda September 2014 - February 2015
The Dutch December 2012 - September 2014
The NoMad March 2012 - December 2012
Ai Fiori May 2011 - March 2012
Merrill Lynch September 2011 - December 2011
Aureole August 2010 - January 2011
Student World Assembly January 2010 - May 2010
Skills
Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Spanish, Czech, OpenTable, Aloha
Education
Fordham University 2008 — 2012
Bachelor of Arts (B.A.), International Political Economy
Charles University in Prague 2011 — 2011
Central European Studies
ASIA DE CUBA September 2014 - Present
Moby's East Hampton July 2015 - September 2015
All'onda September 2014 - February 2015
The Dutch December 2012 - September 2014
The NoMad March 2012 - December 2012
Ai Fiori May 2011 - March 2012
Merrill Lynch September 2011 - December 2011
Aureole August 2010 - January 2011
Student World Assembly January 2010 - May 2010
Skills
Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Spanish, Czech, OpenTable, Aloha
Education
Fordham University 2008 — 2012
Bachelor of Arts (B.A.), International Political Economy
Charles University in Prague 2011 — 2011
Central European Studies
Jeffrey Serell Jeffrey Serell's Merrill Lynch Experience May 2011 - Present
Job Senior Operations Representative at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
Sunset Ale House October 2013 - September 2015
Red Robin August 2003 - July 2013
U.S. Bank August 2008 - May 2011
Skills
Cash Flow, Customer Service, Auditing, Policy, Microsoft Excel, Financial Analysis, Time Management, Cash Management, Outlook, Access, Microsoft Word, PowerPoint, Finance, Data Entry, Leadership, Accounting, Microsoft Office, Budgets, Inventory Management, Accounts Payable
Education
Central Washington University 2005 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Hanford High School 1998 — 2002
Merrill Lynch May 2011 - Present
Sunset Ale House October 2013 - September 2015
Red Robin August 2003 - July 2013
U.S. Bank August 2008 - May 2011
Skills
Cash Flow, Customer Service, Auditing, Policy, Microsoft Excel, Financial Analysis, Time Management, Cash Management, Outlook, Access, Microsoft Word, PowerPoint, Finance, Data Entry, Leadership, Accounting, Microsoft Office, Budgets, Inventory Management, Accounts Payable
Education
Central Washington University 2005 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Hanford High School 1998 — 2002
Ethan Pacewiczh Ethan Pacewiczh's Merrill Lynch Experience August 2013 - January 2014
Job Consultant at Booz Allen Hamilton
Industry Defense & Space
Experience
Booz Allen Hamilton March 2015 - Present
Merrill Lynch August 2013 - January 2014
Merrill Lynch June 2013 - August 2013
Chapman University School of Law October 2010 - June 2013
Morgan Stanley July 2012 - August 2012
Education
Argosy University-San Diego
Master's Degree, MBA
Chapman University 2010 — 2014
Booz Allen Hamilton March 2015 - Present
Merrill Lynch August 2013 - January 2014
Merrill Lynch June 2013 - August 2013
Chapman University School of Law October 2010 - June 2013
Morgan Stanley July 2012 - August 2012
Education
Argosy University-San Diego
Master's Degree, MBA
Chapman University 2010 — 2014
Tillie Eze's Merrill Lynch Experience May 2006 - August 2006
Job Senior Lifestyle and Fashion Editor at StyleCartel
Industry Apparel & Fashion
Experience
StyleCartel November 2013 - Present
Freelance Writer November 2012 - Present
Style Cartel May 2012 - October 2013
Freelance Stylist February 2013 - February 2013
StylishSarah LLC November 2011 - August 2012
Fashion Art Gallery (formerly Black % White PR) August 2007 - October 2011
J.Crew March 2010 - January 2011
Chatham University Office of International Programs January 2008 - May 2009
Merrill Lynch May 2006 - August 2006
Chatham University August 2005 - May 2006
Skills
Art, Facebook, Fashion, French, Fundraising, Hootsuite, Hoovers, Inventory Management, Mac OS X, Microsoft Office, Microsoft Excel, Microsoft Word, Networking, Online Research, Photoshop, PowerPoint, Press Releases, Sales, Twitter, Windows 7, Magazines, Fashion Writing
Education
Chatham University 2005 — 2009
BA, French and Francophone Studies, Visual Arts with Studio Arts Concentration
Université Catholique de l’Ouest 2007 — 2007
Certificate in French Language and Grammar, French
StyleCartel November 2013 - Present
Freelance Writer November 2012 - Present
Style Cartel May 2012 - October 2013
Freelance Stylist February 2013 - February 2013
StylishSarah LLC November 2011 - August 2012
Fashion Art Gallery (formerly Black % White PR) August 2007 - October 2011
J.Crew March 2010 - January 2011
Chatham University Office of International Programs January 2008 - May 2009
Merrill Lynch May 2006 - August 2006
Chatham University August 2005 - May 2006
Skills
Art, Facebook, Fashion, French, Fundraising, Hootsuite, Hoovers, Inventory Management, Mac OS X, Microsoft Office, Microsoft Excel, Microsoft Word, Networking, Online Research, Photoshop, PowerPoint, Press Releases, Sales, Twitter, Windows 7, Magazines, Fashion Writing
Education
Chatham University 2005 — 2009
BA, French and Francophone Studies, Visual Arts with Studio Arts Concentration
Université Catholique de l’Ouest 2007 — 2007
Certificate in French Language and Grammar, French
Arleen Balsz Arleen Balsz's Merrill Lynch Experience September 2002 - December 2008
Job Account Manager at Allied Professional Insurance
Industry Insurance
Experience
Allied Professional Insurance December 2008 - Present
Merrill Lynch September 2002 - December 2008
Hollencrest Capital Management January 1997 - September 2002
Skills
Sales Management, Account Management, Insurance, Sales, Direct Sales, Relationship Management, New Business Development, Customer Retention, Cold Calling, Event Planning, Team Building, Leadership
Education
Chapman University 2003 — 2005
Bachelor's degree, Organizational Leadership
Allied Professional Insurance December 2008 - Present
Merrill Lynch September 2002 - December 2008
Hollencrest Capital Management January 1997 - September 2002
Skills
Sales Management, Account Management, Insurance, Sales, Direct Sales, Relationship Management, New Business Development, Customer Retention, Cold Calling, Event Planning, Team Building, Leadership
Education
Chapman University 2003 — 2005
Bachelor's degree, Organizational Leadership
Greg Perrine's Merrill Lynch Experience April 2003 - September 2003
Job Principal at Moote Companies LLC
Industry Real Estate
Experience
Moote Companies LLC January 2013 - Present
The Moote Group March 2006 - Present
Merrill Lynch April 2003 - September 2003
Skills
Contract Management, Contractors, Cost, Budgeting, Scheduling, Feasibility Studies, PowerPoint, Excel, Land Development, Process Scheduler, Budgets, Construction Management, Value Engineering, Land Acquisition, Microsoft Excel, Homebuilding, Real Estate Development, Residential Homes, Due Diligence, Property Management, Entitlements, Project Bidding, Contract Negotiation, Construction, Stormwater Management, Real Estate, Management, Project Estimation, Change Orders, Grading, Commercial Real Estate, Civil Engineering, Project Management, Mixed-use, Submittals, Tenant Improvement, LEED, Subdivisions, Design-Build, Zoning, Pre-construction, CPM Scheduling, Site Planning, Constructability, Green Building, Real Estate Economics, Location Intelligence
Education
Chapman University, The George L. Argyros School of Business and Economics 2013 — 2015
Master of Business Administration (M.B.A.), Emphasis in Finance
Chapman University, The George L. Argyros School of Business and Economics 2002 — 2006
Business Administartion, Finance and Entrepreneurship
Moote Companies LLC January 2013 - Present
The Moote Group March 2006 - Present
Merrill Lynch April 2003 - September 2003
Skills
Contract Management, Contractors, Cost, Budgeting, Scheduling, Feasibility Studies, PowerPoint, Excel, Land Development, Process Scheduler, Budgets, Construction Management, Value Engineering, Land Acquisition, Microsoft Excel, Homebuilding, Real Estate Development, Residential Homes, Due Diligence, Property Management, Entitlements, Project Bidding, Contract Negotiation, Construction, Stormwater Management, Real Estate, Management, Project Estimation, Change Orders, Grading, Commercial Real Estate, Civil Engineering, Project Management, Mixed-use, Submittals, Tenant Improvement, LEED, Subdivisions, Design-Build, Zoning, Pre-construction, CPM Scheduling, Site Planning, Constructability, Green Building, Real Estate Economics, Location Intelligence
Education
Chapman University, The George L. Argyros School of Business and Economics 2013 — 2015
Master of Business Administration (M.B.A.), Emphasis in Finance
Chapman University, The George L. Argyros School of Business and Economics 2002 — 2006
Business Administartion, Finance and Entrepreneurship
Bryce Wynn Bryce Wynn's Merrill Lynch Experience December 2006 - June 2008
Job Marketing Associate at Sysco
Industry Financial Services
Experience
Sysco July 2010 - Present
Wynn Financial, LLC 2010 - July 2011
Merrill Lynch December 2006 - June 2008
US Army 2002 - 2005
Skills
Marketing, Advertising, Event Planning, Social Networking, Sales, Relationship Management, Logistics, Salesforce.com, Social Media
Education
Central Washington University 1998 — 2001
BA, Political Science
Puyallup High School 1994 — 1997
Sysco July 2010 - Present
Wynn Financial, LLC 2010 - July 2011
Merrill Lynch December 2006 - June 2008
US Army 2002 - 2005
Skills
Marketing, Advertising, Event Planning, Social Networking, Sales, Relationship Management, Logistics, Salesforce.com, Social Media
Education
Central Washington University 1998 — 2001
BA, Political Science
Puyallup High School 1994 — 1997
Kerstin Anderson's Merrill Lynch Experience June 2010 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Merrill Lynch June 2009 - June 2010
Islands Restaurants April 2007 - June 2010
Quiksilver January 2010 - May 2010
Education
Chapman University 2007 — 2011
Bachelor's Degree, Finance and Marketing, Advertising Minor
Merrill Lynch June 2010 - Present
Merrill Lynch June 2009 - June 2010
Islands Restaurants April 2007 - June 2010
Quiksilver January 2010 - May 2010
Education
Chapman University 2007 — 2011
Bachelor's Degree, Finance and Marketing, Advertising Minor
Ryan Stellman's Merrill Lynch Experience June 2015 - August 2015
Job GWIM Advisory Intern at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch June 2015 - August 2015
States Logistics Services, Inc. December 2011 - December 2012
Sony Pictures Entertainment June 2011 - September 2011
EXPRESS June 2011 - September 2011
Vector Marketing August 2010 - February 2011
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media Marketing, Entrepreneurship, Public Relations, Social Media, Event Planning, Facebook, Customer Service, Teamwork, Public Speaking, Social Networking, Research, Leadership, Marketing
Education
Chapman University 2010 — 2016
Bachelor's Degree, Accounting and Business Administration (Emphasis in Finance and Real Estate)
Merrill Lynch June 2015 - August 2015
States Logistics Services, Inc. December 2011 - December 2012
Sony Pictures Entertainment June 2011 - September 2011
EXPRESS June 2011 - September 2011
Vector Marketing August 2010 - February 2011
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media Marketing, Entrepreneurship, Public Relations, Social Media, Event Planning, Facebook, Customer Service, Teamwork, Public Speaking, Social Networking, Research, Leadership, Marketing
Education
Chapman University 2010 — 2016
Bachelor's Degree, Accounting and Business Administration (Emphasis in Finance and Real Estate)
Samuel DeVries's Merrill Lynch Experience May 2010 - August 2010
Job Commercial Specialist at NAI MidMichigan/TMN Commercial
Industry Real Estate
Experience
NAI Mid-Michigan/TMN Commercial August 2014 - Present
Meritus Payment Solutions May 2013 - June 2014
Versailles Property December 2012 - July 2013
Coatings Plus May 2012 - August 2012
Jade Pig Ventures May 2012 - August 2012
Merrill Lynch May 2010 - August 2010
Skills
CRM, Financial Analysis, Microsoft Office, Spanish, Event Planning, Social Media Marketing, Valuation, Economics, Finance, Financial Modeling, Time Management, Microsoft Excel, Volunteer Leadership, Investments, Portfolio Management, French, Volunteering, Google Docs, Data Analysis, Microsoft Word, PowerPoint, CRM databases, JMP, Eagle Scout, Forecasting, Bloomberg, Chinese, Access, Commercial Lending, Financial Reporting, Technical Analysis, Fundamental Analysis, Bloomberg Terminal, Capital IQ, Commercial Real Estate, Real Estate Financing, Property Management, Data Entry, Query Writing, Credit Analysis, Risk Analysis, ACH, Microsoft SQL Server, Chargebacks, EB-5 Investments, Charitable Giving, Philanthropy, Community Development
Education
Chapman University, The George L. Argyros School of Business and Economics 2009 — 2013
Bachelor's of Science in Business Administration, Real Estate & Economics, Alumni
Shanghai University of Finance and Economics 2011 — 2011
Summer Course 2011, International Economics and Trade Theory
Aiglon College 2006 — 2009
A-Level, Business, Spanish and Music
NAI Mid-Michigan/TMN Commercial August 2014 - Present
Meritus Payment Solutions May 2013 - June 2014
Versailles Property December 2012 - July 2013
Coatings Plus May 2012 - August 2012
Jade Pig Ventures May 2012 - August 2012
Merrill Lynch May 2010 - August 2010
Skills
CRM, Financial Analysis, Microsoft Office, Spanish, Event Planning, Social Media Marketing, Valuation, Economics, Finance, Financial Modeling, Time Management, Microsoft Excel, Volunteer Leadership, Investments, Portfolio Management, French, Volunteering, Google Docs, Data Analysis, Microsoft Word, PowerPoint, CRM databases, JMP, Eagle Scout, Forecasting, Bloomberg, Chinese, Access, Commercial Lending, Financial Reporting, Technical Analysis, Fundamental Analysis, Bloomberg Terminal, Capital IQ, Commercial Real Estate, Real Estate Financing, Property Management, Data Entry, Query Writing, Credit Analysis, Risk Analysis, ACH, Microsoft SQL Server, Chargebacks, EB-5 Investments, Charitable Giving, Philanthropy, Community Development
Education
Chapman University, The George L. Argyros School of Business and Economics 2009 — 2013
Bachelor's of Science in Business Administration, Real Estate & Economics, Alumni
Shanghai University of Finance and Economics 2011 — 2011
Summer Course 2011, International Economics and Trade Theory
Aiglon College 2006 — 2009
A-Level, Business, Spanish and Music
Jaime Stone's Merrill Lynch Experience October 2010 - December 2010
Job Property Assistant at Jones Lang LaSalle
Industry Real Estate
Experience
Jones Lang LaSalle December 2013 - Present
State of Vermont June 2011 - February 2013
Merrill Lynch October 2010 - December 2010
Bakersfield Country Club June 2007 - September 2010
Skills
Microsoft Office, Social Media, PowerPoint, Facebook, Microsoft Excel, Customer Service, Event Planning, Microsoft Word, Social Networking, Blogging, Social Media Marketing, InDesign
Education
Champlain College 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Jones Lang LaSalle December 2013 - Present
State of Vermont June 2011 - February 2013
Merrill Lynch October 2010 - December 2010
Bakersfield Country Club June 2007 - September 2010
Skills
Microsoft Office, Social Media, PowerPoint, Facebook, Microsoft Excel, Customer Service, Event Planning, Microsoft Word, Social Networking, Blogging, Social Media Marketing, InDesign
Education
Champlain College 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Lee Muse Lee Muse's Merrill Lynch Experience August 2008 - December 2008
Job Supply Chain Analyst at Highway Two LLC
Industry Investment Management
Experience
Highway Two LLC October 2014 - Present
Highway Two LLC May 2014 - Present
Independent Investor January 2004 - December 2014
CashCall Mortgage Cycling Team March 2010 - March 2014
IntriPlex Technologies August 2009 - February 2010
Janes Capital Partners February 2009 - February 2010
Merrill Lynch August 2008 - December 2008
Wells Fargo Advisors August 2007 - December 2007
Student Investment Fund, University of the Pacific January 2007 - August 2007
Skills
Financial Analysis, Finance, Financial Modeling, Investments, Data Analysis, Valuation, Due Diligence, Strategic Planning, Microsoft Excel, Marketing, Research, Market Research, Inventory Planning, SQL, Supply Chain Management, Purchasing, SAP, Management, Corporate Finance, Investment Strategies, Asset Managment, Alternative Investments, Cycling, Capital IQ, Sports Nutrition, PowerPoint, Thompson One
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2009
Master of Business Administration (MBA), Finance
University of the Pacific - Eberhardt School of Business 2003 — 2007
Bachelor of Science (BS), Business Administration and Finance
Highway Two LLC October 2014 - Present
Highway Two LLC May 2014 - Present
Independent Investor January 2004 - December 2014
CashCall Mortgage Cycling Team March 2010 - March 2014
IntriPlex Technologies August 2009 - February 2010
Janes Capital Partners February 2009 - February 2010
Merrill Lynch August 2008 - December 2008
Wells Fargo Advisors August 2007 - December 2007
Student Investment Fund, University of the Pacific January 2007 - August 2007
Skills
Financial Analysis, Finance, Financial Modeling, Investments, Data Analysis, Valuation, Due Diligence, Strategic Planning, Microsoft Excel, Marketing, Research, Market Research, Inventory Planning, SQL, Supply Chain Management, Purchasing, SAP, Management, Corporate Finance, Investment Strategies, Asset Managment, Alternative Investments, Cycling, Capital IQ, Sports Nutrition, PowerPoint, Thompson One
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2009
Master of Business Administration (MBA), Finance
University of the Pacific - Eberhardt School of Business 2003 — 2007
Bachelor of Science (BS), Business Administration and Finance
Lauren Zdanok, RN Lauren Zdanok, RN's Merrill Lynch Experience July 2008 - August 2011
Job at NYU Langone Medical Center
Industry Hospital & Health Care
Experience
NYU Langone Medical Center May 2015 - Present
Queens Endoscopy ASC November 2013 - Present
Merrill Lynch July 2008 - August 2011
Skills
Customer Service, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Team Building, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Process Improvement, Healthcare, Leadership
Education
Chamberlain College of Nursing 2013 — 2014
BSN, Nursing
Saint Paul's School of Nursing 2011 — 2013
Associate of Science (AS), Registered Nursing/Registered Nurse
Saint John's University 2004 — 2008
Bachelor's degree, Finance, General
NYU Langone Medical Center May 2015 - Present
Queens Endoscopy ASC November 2013 - Present
Merrill Lynch July 2008 - August 2011
Skills
Customer Service, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Team Building, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Process Improvement, Healthcare, Leadership
Education
Chamberlain College of Nursing 2013 — 2014
BSN, Nursing
Saint Paul's School of Nursing 2011 — 2013
Associate of Science (AS), Registered Nursing/Registered Nurse
Saint John's University 2004 — 2008
Bachelor's degree, Finance, General
Chester Primmer Chester Primmer's Merrill Lynch Experience January 2001 - October 2001
Job Project Analyst at Preferred Ceilings
Industry Construction
Experience
Preferred Ceilings July 2011 - Present
Wells Fargo Advisors July 2009 - June 2011
Union Banc Investment Services September 2002 - June 2009
Merrill Lynch January 2001 - October 2001
Education
Chapman University
Bachelor of Arts (B.A.), Economics
Holy Cross College
Associate's Degree, Business
Preferred Ceilings July 2011 - Present
Wells Fargo Advisors July 2009 - June 2011
Union Banc Investment Services September 2002 - June 2009
Merrill Lynch January 2001 - October 2001
Education
Chapman University
Bachelor of Arts (B.A.), Economics
Holy Cross College
Associate's Degree, Business
Neil Limcangco Neil Limcangco's Merrill Lynch Experience January 2011 - May 2011
Job Staff Accountant at CFO Rick Inc.
Industry Accounting
Experience
CFO Rick Inc. January 2015 - Present
IMG LIVE, LLC December 2013 - December 2014
Total Quality Logistics December 2012 - June 2013
Franklin Street January 2012 - June 2012
Merrill Lynch January 2011 - May 2011
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Account Reconciliation, Analysis, Accounting, Social Media Marketing, Management, Social Media, Event Planning, Marketing, Financial Statements, Portfolio Management, Social Networking
Education
University of Tampa 2008 — 2012
Bachelors in Science, Accounting and Finance
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2011
BS, Business
Charles University in Prague 2012 — 2012
CFO Rick Inc. January 2015 - Present
IMG LIVE, LLC December 2013 - December 2014
Total Quality Logistics December 2012 - June 2013
Franklin Street January 2012 - June 2012
Merrill Lynch January 2011 - May 2011
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Account Reconciliation, Analysis, Accounting, Social Media Marketing, Management, Social Media, Event Planning, Marketing, Financial Statements, Portfolio Management, Social Networking
Education
University of Tampa 2008 — 2012
Bachelors in Science, Accounting and Finance
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2011
BS, Business
Charles University in Prague 2012 — 2012
Chen Cen Chen Cen's Merrill Lynch Experience February 2012 - September 2014
Job Software engineer II at Twitter
Industry Computer Software
Experience
Twitter September 2014 - Present
Merrill Lynch February 2012 - September 2014
Brookhaven National Laboratory September 2011 - December 2011
Bank of America Merrill Lynch May 2011 - August 2011
Briup Inc October 2009 - May 2010
Csuinfosoft Inc June 2009 - August 2009
Skills
Java, Subversion, SQL, C, C++, Linux, HTML, Python, Eclipse, Core Java, socket programing, Spring, Tomcat, JavaScript, JSP, Ant, J2EE, CSS, Maven, Servlets, CVS, NS2, Struts, Struts2, Hibernate, Unix Shell Scripting, Android
Education
State University of New York at Stony Brook 2010 — 2011
MS, Computer Science
Central South University 2006 — 2010
B.S, Computer Science
Twitter September 2014 - Present
Merrill Lynch February 2012 - September 2014
Brookhaven National Laboratory September 2011 - December 2011
Bank of America Merrill Lynch May 2011 - August 2011
Briup Inc October 2009 - May 2010
Csuinfosoft Inc June 2009 - August 2009
Skills
Java, Subversion, SQL, C, C++, Linux, HTML, Python, Eclipse, Core Java, socket programing, Spring, Tomcat, JavaScript, JSP, Ant, J2EE, CSS, Maven, Servlets, CVS, NS2, Struts, Struts2, Hibernate, Unix Shell Scripting, Android
Education
State University of New York at Stony Brook 2010 — 2011
MS, Computer Science
Central South University 2006 — 2010
B.S, Computer Science
Nathalie Nahas Cortas Nathalie Nahas Cortas's Merrill Lynch Experience October 2010 - January 2011
Job Seeking a challenging career in International Business! "Success is on its way to me"
Industry Education Management
Experience
Guardian ad Litem June 2014 - Present
Kreative Makeovers May 2014 - Present
Big Brothers Big Sisters August 2011 - Present
Sheridan Park Elementary School September 2011 - June 2014
Nova Southeastern University November 2008 - December 2011
Merrill Lynch October 2010 - January 2011
Global Communication Skills February 2003 - November 2008
American Express February 2000 - March 2004
Skills
Customer Service, Customer Relations, Analytical Abilities, Administration, Customer Focus, Forecasting, Financial Analysis, Fraud Investigations, Training & Development, International Relations, Training Skills, Teaching, Teacher Training, Non-profits, Help Desk Management, Bilingual, Training, System Administration, Help Desk Support, Analytical Skills, Microsoft Excel, Microsoft Word, Budgets, Outlook, Microsoft Office, Volunteer Management, Team Building, Spanish, Public Speaking, Tutoring, Management, Program Development, Nonprofits, Employee Training, Leadership, Research, Community Outreach, PowerPoint, English, Staff Development, Strategic Planning, Fundraising, Organizational..., Mentoring, Higher Education, Coaching
Education
Central Piedmont Community College 2015 — 2017
Certificates in Human Services, Human Services Professional
Nova Southeastern University 2014 — 2016
Graduate certificate in Family Studies, International Business/Trade/Commerce
Nova Southeastern University 2013 — 2015
Graduate Finance Certificate, Finance and Financial Management Services
Nova Southeastern University 2008 — 2011
Master of International Business Administration, Master of International Business Administration
Universidad Metropolitana (VE) 1988 — 2003
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services, Pending to finish
Universidad Metropolitana (VE) 1988 — 1993
Bachelor of Business Administration (B.B.A.), Management
Guardian ad Litem June 2014 - Present
Kreative Makeovers May 2014 - Present
Big Brothers Big Sisters August 2011 - Present
Sheridan Park Elementary School September 2011 - June 2014
Nova Southeastern University November 2008 - December 2011
Merrill Lynch October 2010 - January 2011
Global Communication Skills February 2003 - November 2008
American Express February 2000 - March 2004
Skills
Customer Service, Customer Relations, Analytical Abilities, Administration, Customer Focus, Forecasting, Financial Analysis, Fraud Investigations, Training & Development, International Relations, Training Skills, Teaching, Teacher Training, Non-profits, Help Desk Management, Bilingual, Training, System Administration, Help Desk Support, Analytical Skills, Microsoft Excel, Microsoft Word, Budgets, Outlook, Microsoft Office, Volunteer Management, Team Building, Spanish, Public Speaking, Tutoring, Management, Program Development, Nonprofits, Employee Training, Leadership, Research, Community Outreach, PowerPoint, English, Staff Development, Strategic Planning, Fundraising, Organizational..., Mentoring, Higher Education, Coaching
Education
Central Piedmont Community College 2015 — 2017
Certificates in Human Services, Human Services Professional
Nova Southeastern University 2014 — 2016
Graduate certificate in Family Studies, International Business/Trade/Commerce
Nova Southeastern University 2013 — 2015
Graduate Finance Certificate, Finance and Financial Management Services
Nova Southeastern University 2008 — 2011
Master of International Business Administration, Master of International Business Administration
Universidad Metropolitana (VE) 1988 — 2003
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services, Pending to finish
Universidad Metropolitana (VE) 1988 — 1993
Bachelor of Business Administration (B.B.A.), Management
F. Clay Thompson F. Clay Thompson's Merrill Lynch Experience 1993 - 1995
Job Market Research Manager at South State Bank
Industry Banking
Experience
South State Bank June 2012 - July 2014
Charleston Southern University March 2006 - December 2012
First Federal November 2005 - June 2012
South Carolina Federal Credit Union April 2001 - October 2005
Caterpillar Inc. May 1998 - October 2000
Sto Corp. 1996 - 1998
Merrill Lynch 1993 - 1995
Skills
MS (Office)/ Access,..., Analytics, Data Mining, Market Research, Product Marketing, Marketing Strategy, Product Development, Product Management, ArcView GIS/Business..., Business Intelligence, Segmentation, Management, Process Improvement, Marketing, Business Planning, Marketing Research, Analysis, Banking, Strategy, Strategic Planning, Customer Service, Customer Research
Education
Charleston Southern University 2003 — 2006
Master of Business Administration (M.B.A.), Information Technology
University of South Carolina-Columbia 1992 — 1996
Bachelor of Science (B.S.), Accounting and Finance
South State Bank June 2012 - July 2014
Charleston Southern University March 2006 - December 2012
First Federal November 2005 - June 2012
South Carolina Federal Credit Union April 2001 - October 2005
Caterpillar Inc. May 1998 - October 2000
Sto Corp. 1996 - 1998
Merrill Lynch 1993 - 1995
Skills
MS (Office)/ Access,..., Analytics, Data Mining, Market Research, Product Marketing, Marketing Strategy, Product Development, Product Management, ArcView GIS/Business..., Business Intelligence, Segmentation, Management, Process Improvement, Marketing, Business Planning, Marketing Research, Analysis, Banking, Strategy, Strategic Planning, Customer Service, Customer Research
Education
Charleston Southern University 2003 — 2006
Master of Business Administration (M.B.A.), Information Technology
University of South Carolina-Columbia 1992 — 1996
Bachelor of Science (B.S.), Accounting and Finance
Chris Chatfield, CFA, CAIA Chris Chatfield, CFA, CAIA's Merrill Lynch Experience April 2003 - April 2004
Job Portfolio Management
Industry Investment Management
Experience
Merrill Lynch - Private Banking and Investment Group June 2012 - Present
Greif - China July 2011 - September 2011
U.S. Commercial Service - China June 2011 - August 2011
Merrill Lynch - Private Banking and Investment Group April 2004 - September 2010
Merrill Lynch April 2003 - April 2004
Skills
Investments, Financial Analysis, Asset Allocation, Asset Managment, Wealth Management, Portfolio Management, Financial Advisory, Derivatives, Investment Strategies, Finance, Investment Management, Series 7, Investment Advisory, Hedge Funds, Securities, Asset Management, Bloomberg, Accounting, Retirement Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
MBA, Strategy and Leadership
China Europe International Business School (CEIBS) 2011 — 2011
MBA, Study Abroad
Otterbein University 1997 — 2001
Bachelors, Business - Finance
Merrill Lynch - Private Banking and Investment Group June 2012 - Present
Greif - China July 2011 - September 2011
U.S. Commercial Service - China June 2011 - August 2011
Merrill Lynch - Private Banking and Investment Group April 2004 - September 2010
Merrill Lynch April 2003 - April 2004
Skills
Investments, Financial Analysis, Asset Allocation, Asset Managment, Wealth Management, Portfolio Management, Financial Advisory, Derivatives, Investment Strategies, Finance, Investment Management, Series 7, Investment Advisory, Hedge Funds, Securities, Asset Management, Bloomberg, Accounting, Retirement Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
MBA, Strategy and Leadership
China Europe International Business School (CEIBS) 2011 — 2011
MBA, Study Abroad
Otterbein University 1997 — 2001
Bachelors, Business - Finance
Mitchell Swan Mitchell Swan's Merrill Lynch Experience October 2000 - December 2008
Job Senior Wealth Advisor, MBA at CONCERT Wealth Management, Inc.
Industry Financial Services
Experience
CONCERT Wealth Management, Inc. 2015 - Present
United States Marine Corps Reserves May 1987 - Present
Congessional Campaign 2014 January 2014 - May 2014
Merrill Lynch October 2000 - December 2008
Edward Jones February 1999 - October 2000
Skills
Strategic Planning, Logistics Planning, Financial Advisory, Military Logistics, Command, Military, Military Operations, DoD, Defense, Military Experience, Operational Planning, Top Secret, Security Clearance, Government, Intelligence, Organizational..., National Security, Intelligence Analysis, Sales
Education
Chaminade University of Honolulu 1993 — 1995
Master of Business Administration (MBA)
Marquette University 1983 — 1987
Bachelor of Science (BS), Marketing
CONCERT Wealth Management, Inc. 2015 - Present
United States Marine Corps Reserves May 1987 - Present
Congessional Campaign 2014 January 2014 - May 2014
Merrill Lynch October 2000 - December 2008
Edward Jones February 1999 - October 2000
Skills
Strategic Planning, Logistics Planning, Financial Advisory, Military Logistics, Command, Military, Military Operations, DoD, Defense, Military Experience, Operational Planning, Top Secret, Security Clearance, Government, Intelligence, Organizational..., National Security, Intelligence Analysis, Sales
Education
Chaminade University of Honolulu 1993 — 1995
Master of Business Administration (MBA)
Marquette University 1983 — 1987
Bachelor of Science (BS), Marketing
Max Lewis's Merrill Lynch Experience September 2008 - January 2009
Job Sr. Account Exec
Industry Computer Software
Experience
Bitium April 2014 - Present
BridgeGate February 2012 - March 2014
HireRight August 2011 - February 2012
HireRight January 2010 - June 2011
Merrill Lynch September 2008 - January 2009
RBC Wealth Management June 2007 - September 2007
Skills
Microsoft Office, Outlook, Salesforce.com, Google Analytics, Google Adwords, cloud computing, SaaS, PaaS, IaaS, mobile computing, Cloud Computing
Education
University of California, Irvine 2008 — 2011
Univerzita Karlova v Praze
Mira Costa High School
Bitium April 2014 - Present
BridgeGate February 2012 - March 2014
HireRight August 2011 - February 2012
HireRight January 2010 - June 2011
Merrill Lynch September 2008 - January 2009
RBC Wealth Management June 2007 - September 2007
Skills
Microsoft Office, Outlook, Salesforce.com, Google Analytics, Google Adwords, cloud computing, SaaS, PaaS, IaaS, mobile computing, Cloud Computing
Education
University of California, Irvine 2008 — 2011
Univerzita Karlova v Praze
Mira Costa High School
Erick Sanabria Erick Sanabria's Merrill Lynch Experience June 2012 - December 2012
Job Business Analyst at American Honda Motor Company, Inc.
Industry
Experience
American Honda Motor Company, Inc. May 2013 - Present
Merrill Lynch June 2012 - December 2012
Lomita Plant Growers, Inc. September 2007 - October 2011
Counterinsurgency Training Center-Afghanistan (CTC-A) at Camp Julien Kabul June 2009 - April 2010
US Army September 2003 - September 2007
Skills
Military, PowerPoint
Education
University of Southern California 2011 — 2013
Bachelor of Science, Business Administration, Finance, Entrepreneurship
Cerritos College 2008 — 2011
Associate in Arts, Liberal Arts and Sciences, 3.94
American Honda Motor Company, Inc. May 2013 - Present
Merrill Lynch June 2012 - December 2012
Lomita Plant Growers, Inc. September 2007 - October 2011
Counterinsurgency Training Center-Afghanistan (CTC-A) at Camp Julien Kabul June 2009 - April 2010
US Army September 2003 - September 2007
Skills
Military, PowerPoint
Education
University of Southern California 2011 — 2013
Bachelor of Science, Business Administration, Finance, Entrepreneurship
Cerritos College 2008 — 2011
Associate in Arts, Liberal Arts and Sciences, 3.94
Michael P. Cole's Merrill Lynch Experience August 2005 - March 2007
Job Vice President, Senior Quality Assurance Analyst at BIDS Trading
Industry Financial Services
Experience
BIDS Trading August 2008 - Present
International Securities Exchange April 2007 - August 2008
Merrill Lynch August 2005 - March 2007
Merrill Lynch March 2004 - August 2005
SunGard Financial Systems March 2003 - March 2004
Instinet Incorporated August 1999 - January 2003
Bank of New York Mellon 1998 - 1999
Information Builders 1995 - 1998
Education
Cheyney University of Pennsylvania
Liberal Arts
BIDS Trading August 2008 - Present
International Securities Exchange April 2007 - August 2008
Merrill Lynch August 2005 - March 2007
Merrill Lynch March 2004 - August 2005
SunGard Financial Systems March 2003 - March 2004
Instinet Incorporated August 1999 - January 2003
Bank of New York Mellon 1998 - 1999
Information Builders 1995 - 1998
Education
Cheyney University of Pennsylvania
Liberal Arts
Campion Usry Campion Usry's Merrill Lynch Experience September 2012 - November 2013
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones December 2013 - Present
Merrill Lynch September 2012 - November 2013
United States Marine Corps January 1999 - July 2003
Skills
Finance, Management, Investments, Sales, Series 7, Series 63, Series 65, Martial Arts, Financial Advisory, Retirement Planning, Strategic Financial..., Financial Services, Marketing, Accounting, Fixed Annuities, Small Business, Roth IRA, Mutual Funds, Financial Analysis, Risk Management, Logistics, Rock Climbing, Combat, Infantry Tactics, Estate Planning, 401k Rollovers, Investment Strategies, Investment Advisory, Insurance, Asset Allocation, Business Development
Education
Charleston Southern University 2007 — 2009
Masters of Business Administration, Finance
University of South Carolina - Darla Moore School of Business 2003 — 2006
Bachelors of Business Administration, Finance
Edward Jones December 2013 - Present
Merrill Lynch September 2012 - November 2013
United States Marine Corps January 1999 - July 2003
Skills
Finance, Management, Investments, Sales, Series 7, Series 63, Series 65, Martial Arts, Financial Advisory, Retirement Planning, Strategic Financial..., Financial Services, Marketing, Accounting, Fixed Annuities, Small Business, Roth IRA, Mutual Funds, Financial Analysis, Risk Management, Logistics, Rock Climbing, Combat, Infantry Tactics, Estate Planning, 401k Rollovers, Investment Strategies, Investment Advisory, Insurance, Asset Allocation, Business Development
Education
Charleston Southern University 2007 — 2009
Masters of Business Administration, Finance
University of South Carolina - Darla Moore School of Business 2003 — 2006
Bachelors of Business Administration, Finance
Robert Carlisle Robert Carlisle's Merrill Lynch Experience October 1996 - June 1998
Job Payments. Innovation. Strategy
Industry Financial Services
Experience
Visa Inc. January 2012 - Present
Visa Inc. February 2010 - December 2011
Barclays Plc August 2008 - January 2010
PricewaterhouseCoopers December 2000 - July 2006
Market & Opinion Research International September 1998 - December 2000
Merrill Lynch October 1996 - June 1998
Skills
Languages: English &..., Credit Cards, Business Strategy, Payments, Financial Modeling, Mobile Payments, Management Consulting, Financial Services, Strategy, Emerging Markets, Retail Banking, Spanish, Analysis, Management, Market Research, Business Development
Education
IE (Instituto de Empresa) 2006 — 2007
MBA, Business Administration, graduated within top 10% (Honors Society)
Chartered Institute of Marketing 2001 — 2005
DipM, Marketing (MCIM); Chartered Marketer
Loughborough University 1993 — 1996
BSc, Communication, graduated within top 5%, 'First Class Honors' (1:1)
Visa Inc. January 2012 - Present
Visa Inc. February 2010 - December 2011
Barclays Plc August 2008 - January 2010
PricewaterhouseCoopers December 2000 - July 2006
Market & Opinion Research International September 1998 - December 2000
Merrill Lynch October 1996 - June 1998
Skills
Languages: English &..., Credit Cards, Business Strategy, Payments, Financial Modeling, Mobile Payments, Management Consulting, Financial Services, Strategy, Emerging Markets, Retail Banking, Spanish, Analysis, Management, Market Research, Business Development
Education
IE (Instituto de Empresa) 2006 — 2007
MBA, Business Administration, graduated within top 10% (Honors Society)
Chartered Institute of Marketing 2001 — 2005
DipM, Marketing (MCIM); Chartered Marketer
Loughborough University 1993 — 1996
BSc, Communication, graduated within top 5%, 'First Class Honors' (1:1)
Fernando Andre's Alvarado Fernando Andre's Alvarado's Merrill Lynch Experience August 2006 - September 2006
Job Graduate from Johnson and Wales University
Industry Wholesale
Experience
Crowne Plaza Hotels July 2010 - August 2010
MAYOR’S OFFICE January 2009 - August 2009
IT&S HOLDINGS June 2007 - August 2007
Merrill Lynch August 2006 - September 2006
BRESSLER AMERY& ROSS July 2006 - August 2006
Skills
Project Management, Client Relations Skills, Marketing Research, Languages, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Photoshop
Education
Johnson & Wales University 2010 — 2012
Bachelor of Science (B.S.), Management and Entrepreneurship
Landmark College 2003 — 2006
Associate's degree, Liberal Arts and Sciences
Cheonggang Academy
Crowne Plaza Hotels July 2010 - August 2010
MAYOR’S OFFICE January 2009 - August 2009
IT&S HOLDINGS June 2007 - August 2007
Merrill Lynch August 2006 - September 2006
BRESSLER AMERY& ROSS July 2006 - August 2006
Skills
Project Management, Client Relations Skills, Marketing Research, Languages, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Photoshop
Education
Johnson & Wales University 2010 — 2012
Bachelor of Science (B.S.), Management and Entrepreneurship
Landmark College 2003 — 2006
Associate's degree, Liberal Arts and Sciences
Cheonggang Academy
Nicholas Caruso's Merrill Lynch Experience February 2013 - April 2013
Job Associate at David Adam Realty, Inc.
Industry Commercial Real Estate
Experience
David Adam Realty, Inc. June 2015 - Present
Coe Consulting LLC January 2014 - May 2015
Coe Consulting LLC November 2013 - May 2015
Merrill Lynch February 2013 - April 2013
FreshTracks Capital June 2012 - August 2012
Private Individual July 2010 - December 2010
Domestic Placement Agency January 2010 - April 2010
Private Individual September 2009 - January 2010
Skills
Microsoft Excel, Financial Modeling, Highly Dedicated, Commercial Real Estate..., Self-driven, Real Estate Development, Passionate about work, Property Management, Investment Properties, Microsoft Office, Commercial Real Estate, Microsoft Word, PowerPoint, Budgets
Education
Champlain College 2011 — 2013
Bachelor of Science (B.S.), Robert P. Stiller School of Business: Business Administration, Finance Minor, Senior
David Adam Realty, Inc. June 2015 - Present
Coe Consulting LLC January 2014 - May 2015
Coe Consulting LLC November 2013 - May 2015
Merrill Lynch February 2013 - April 2013
FreshTracks Capital June 2012 - August 2012
Private Individual July 2010 - December 2010
Domestic Placement Agency January 2010 - April 2010
Private Individual September 2009 - January 2010
Skills
Microsoft Excel, Financial Modeling, Highly Dedicated, Commercial Real Estate..., Self-driven, Real Estate Development, Passionate about work, Property Management, Investment Properties, Microsoft Office, Commercial Real Estate, Microsoft Word, PowerPoint, Budgets
Education
Champlain College 2011 — 2013
Bachelor of Science (B.S.), Robert P. Stiller School of Business: Business Administration, Finance Minor, Senior
Paul Arrington, CRPC® Paul Arrington, CRPC®'s Merrill Lynch Experience 2010 - September 2012
Job Consultant at Breakwater Investment Group
Industry Financial Services
Experience
Breakwater Investment Group April 2014 - Present
TIAA-CREF September 2012 - April 2014
Merrill Lynch 2010 - September 2012
United Airlines June 2000 - April 2009
Skills
Chartered Retirement...
Education
Central Washington University 1988 — 1992
Breakwater Investment Group April 2014 - Present
TIAA-CREF September 2012 - April 2014
Merrill Lynch 2010 - September 2012
United Airlines June 2000 - April 2009
Skills
Chartered Retirement...
Education
Central Washington University 1988 — 1992
Bryan Grupe Bryan Grupe's Merrill Lynch Experience May 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
Wells Fargo Advisors, LLC October 2011 - May 2012
David White & Associates February 2010 - April 2011
BPI a Commercial Printer January 2008 - January 2010
KAB, INC January 1991 - January 2008
DIFCO LABORATORIES January 1986 - January 1991
QUIDEL, INC January 1983 - January 1986
FOSTER MEDICAL CORPORATION January 1981 - January 1983
SCIENTIFIC PRODUCTS January 1971 - January 1981
Skills
Start-ups, Strategic Financial..., 401k, Retirement, Small Business, Budgets, Financial Services, Marketing, Entrepreneurship
Education
United States International University 1969 — 1971
Bachelor of Science (B.S.), Biology & Chemistry
Chapman University 1967 — 1969
Attended, Chemistry and Political Science
Pepperdine University 1974 — 1976
Attended MBA Program
Merrill Lynch May 2012 - Present
Wells Fargo Advisors, LLC October 2011 - May 2012
David White & Associates February 2010 - April 2011
BPI a Commercial Printer January 2008 - January 2010
KAB, INC January 1991 - January 2008
DIFCO LABORATORIES January 1986 - January 1991
QUIDEL, INC January 1983 - January 1986
FOSTER MEDICAL CORPORATION January 1981 - January 1983
SCIENTIFIC PRODUCTS January 1971 - January 1981
Skills
Start-ups, Strategic Financial..., 401k, Retirement, Small Business, Budgets, Financial Services, Marketing, Entrepreneurship
Education
United States International University 1969 — 1971
Bachelor of Science (B.S.), Biology & Chemistry
Chapman University 1967 — 1969
Attended, Chemistry and Political Science
Pepperdine University 1974 — 1976
Attended MBA Program
Erica Lowenthal Detorie Erica Lowenthal Detorie's Merrill Lynch Experience June 2004 - May 2007
Job Operations Manager at Ripco Real Estate Corp
Industry Law Practice
Experience
Ripco Real Estate Corp February 2015 - Present
Genova Burns Giantomasi & Webster September 2011 - February 2015
Superior Court of New Jersey August 2010 - August 2011
The Honorable Madeline Cox Arleo, United States Magistrate Judge May 2008 - August 2008
New York City Department of Housing Preservation & Development May 2008 - August 2008
Merrill Lynch June 2004 - May 2007
Skills
Legal Research, Litigation, Courts, Mediation, Civil Litigation, Arbitration, Employment Law, Trials, Hearings, Motions, Research, Legal Writing, Discrimination
Education
Rutgers University School of Law - Newark 2007 — 2010
Doctor of Law (J.D.)
Emory University 2000 — 2004
Bachelor's degree, Political Science and Government
Charles University in Prague 2002 — 2002
Study Abroad: Fall 2002
Ripco Real Estate Corp February 2015 - Present
Genova Burns Giantomasi & Webster September 2011 - February 2015
Superior Court of New Jersey August 2010 - August 2011
The Honorable Madeline Cox Arleo, United States Magistrate Judge May 2008 - August 2008
New York City Department of Housing Preservation & Development May 2008 - August 2008
Merrill Lynch June 2004 - May 2007
Skills
Legal Research, Litigation, Courts, Mediation, Civil Litigation, Arbitration, Employment Law, Trials, Hearings, Motions, Research, Legal Writing, Discrimination
Education
Rutgers University School of Law - Newark 2007 — 2010
Doctor of Law (J.D.)
Emory University 2000 — 2004
Bachelor's degree, Political Science and Government
Charles University in Prague 2002 — 2002
Study Abroad: Fall 2002
Jack McGinley Jack McGinley's Merrill Lynch Experience October 2013 - September 2014
Job Junior Instrional Designer at The American College
Industry Information Technology and Services
Experience
The American College September 2014 - Present
Total Skills Baseball 2010 - Present
Merrill Lynch October 2013 - September 2014
Lansdale Catholic January 2013 - February 2014
QVC May 2013 - August 2013
Chestnut Hill College January 2011 - May 2011
Bill Greenlee Councilman December 2010 - February 2011
Skills
HTML, CSS, SharePoint, Adobe Photoshop, Adobe Flash, Adobe Dreamweaver, Adobe InDesign, Adobe Fireworks, Adobe Illustrator, Open Office, Wordpress, Windows OS, Mac OS, Linux OS, Web Design, Adobe Creative Suite, MySQL, WordPress
Education
Chestnut Hill College 2010 — 2013
Master's degree, Instructional Design
Chestnut Hill College 2008 — 2012
Bachelor of Science (BS), Computer and Information Technology
The American College September 2014 - Present
Total Skills Baseball 2010 - Present
Merrill Lynch October 2013 - September 2014
Lansdale Catholic January 2013 - February 2014
QVC May 2013 - August 2013
Chestnut Hill College January 2011 - May 2011
Bill Greenlee Councilman December 2010 - February 2011
Skills
HTML, CSS, SharePoint, Adobe Photoshop, Adobe Flash, Adobe Dreamweaver, Adobe InDesign, Adobe Fireworks, Adobe Illustrator, Open Office, Wordpress, Windows OS, Mac OS, Linux OS, Web Design, Adobe Creative Suite, MySQL, WordPress
Education
Chestnut Hill College 2010 — 2013
Master's degree, Instructional Design
Chestnut Hill College 2008 — 2012
Bachelor of Science (BS), Computer and Information Technology
Cole Zehnder Cole Zehnder's Merrill Lynch Experience June 2008 - August 2008
Job Assistant Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Wells Fargo March 2013 - July 2013
Wells Fargo September 2010 - March 2013
Merrill Lynch June 2008 - August 2008
Skills
Financial Analysis, Credit, Real Estate, Banking, Financial Risk, Writing, Commercial Real Estate, Real Estate Economics, Real Estate Financing, Finance, Financial Accounting, Commercial Banking, Accounting, Credit Analysis, Credit Risk, Underwriting, Financial Modeling
Education
Chapman University 2007 — 2010
Bachelor of Science, Accounting and Finance
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Wells Fargo July 2013 - Present
Wells Fargo March 2013 - July 2013
Wells Fargo September 2010 - March 2013
Merrill Lynch June 2008 - August 2008
Skills
Financial Analysis, Credit, Real Estate, Banking, Financial Risk, Writing, Commercial Real Estate, Real Estate Economics, Real Estate Financing, Finance, Financial Accounting, Commercial Banking, Accounting, Credit Analysis, Credit Risk, Underwriting, Financial Modeling
Education
Chapman University 2007 — 2010
Bachelor of Science, Accounting and Finance
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Gerald McCabe's Merrill Lynch Experience September 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Morgan Stanley Private Wealth Management January 2009 - September 2014
Citigroup Smith Barney - Citi Family Office October 2000 - January 2009
Wachovia (formerly Prudential Securities) March 1998 - October 2000
Skills
Asset Allocation, Asset Managment, Investments, Mutual Funds, Financial Modeling, Valuation, Financial Analysis, Microsoft Office, Due Diligence, Customer Service, Portfolio Management, Strategic Financial..., Small Business, Investment Strategies, Wealth Management, Series 7, Securities, Series 63, Investment Advisory, Financial Advisory, Alternative Investments, Asset Management, Fixed Income, Series 65, Hedge Funds, Uniform Combined State..., Separately Managed..., Retirement Planning, FINRA, 401k, ETFs, Bloomberg, Equities, Financial Services, Retirement, Wealth, Wealth Management..., Trading, Financial Planning
Education
Chaminade University of Honolulu 1992 — 1996
Bachelor of Arts (B.A.), International Trade & Finance / Political Science & History
Palatine High School 1988 — 1992
Merrill Lynch September 2014 - Present
Morgan Stanley Private Wealth Management January 2009 - September 2014
Citigroup Smith Barney - Citi Family Office October 2000 - January 2009
Wachovia (formerly Prudential Securities) March 1998 - October 2000
Skills
Asset Allocation, Asset Managment, Investments, Mutual Funds, Financial Modeling, Valuation, Financial Analysis, Microsoft Office, Due Diligence, Customer Service, Portfolio Management, Strategic Financial..., Small Business, Investment Strategies, Wealth Management, Series 7, Securities, Series 63, Investment Advisory, Financial Advisory, Alternative Investments, Asset Management, Fixed Income, Series 65, Hedge Funds, Uniform Combined State..., Separately Managed..., Retirement Planning, FINRA, 401k, ETFs, Bloomberg, Equities, Financial Services, Retirement, Wealth, Wealth Management..., Trading, Financial Planning
Education
Chaminade University of Honolulu 1992 — 1996
Bachelor of Arts (B.A.), International Trade & Finance / Political Science & History
Palatine High School 1988 — 1992
Tasha Daughtrey Tasha Daughtrey's Merrill Lynch Experience November 2005 - February 2010
Job Administrative Assistant
Industry Education Management
Experience
None January 2012 - Present
Claxton Family Daycare March 2010 - June 2011
Merrill Lynch November 2005 - February 2010
Bank of America November 2005 - February 2010
Boeing Capital Corporation June 2002 - July 2005
Skills
Banking, Access, Lotus Notes, Travel Arrangements, Research, Credit, Time Management
Education
Cerritos College 2010 — 2012
Associate of Arts (AA), Early Childhood Education and Teaching
Cerritos College
AA Degree, Early childhood development receive date
Long Beach City College
Norwalk High School 1996 — 1999
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
None January 2012 - Present
Claxton Family Daycare March 2010 - June 2011
Merrill Lynch November 2005 - February 2010
Bank of America November 2005 - February 2010
Boeing Capital Corporation June 2002 - July 2005
Skills
Banking, Access, Lotus Notes, Travel Arrangements, Research, Credit, Time Management
Education
Cerritos College 2010 — 2012
Associate of Arts (AA), Early Childhood Education and Teaching
Cerritos College
AA Degree, Early childhood development receive date
Long Beach City College
Norwalk High School 1996 — 1999
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Sandra Stephenson Sandra Stephenson's Merrill Lynch Experience January 2007 - February 2009
Job Financial Services Professional
Industry Consumer Services
Experience
Tyco International September 2010 - July 2011
Tyco International September 2010 - June 2011
Merrill Lynch January 2007 - February 2009
America on Line July 2003 - November 2006
Education
Universirty of Phoenix 2007 — 2010
Business Management, Management
청강아카데미학원 1979 — 1982
David B. Oliver High School, Basic Studies
University of Phoenix
Bachelors of Science, Business Management
Tyco International September 2010 - July 2011
Tyco International September 2010 - June 2011
Merrill Lynch January 2007 - February 2009
America on Line July 2003 - November 2006
Education
Universirty of Phoenix 2007 — 2010
Business Management, Management
청강아카데미학원 1979 — 1982
David B. Oliver High School, Basic Studies
University of Phoenix
Bachelors of Science, Business Management
Keven Crothers's Merrill Lynch Experience June 2006 - January 2008
Job Sales Representative
Industry Entertainment
Experience
Mancini's Sleepworld November 2013 - Present
Heavens Metal Podcast 2011 - Present
White Throne Metal Reviews 2009 - Present
Terminix May 2012 - October 2013
Spectrum Brands January 2012 - May 2012
Guitar Center August 2011 - February 2012
Terminix December 2010 - August 2011
International Facilities Group September 2010 - January 2011
Chase/Wamu Investments February 2008 - August 2009
Merrill Lynch June 2006 - January 2008
Skills
Customer Service, Leadership, Music, Microsoft Office, Entertainment, Outlook, Public Speaking, Social Media, Management, Team Building, Team Leadership, Theology, Reviews, Audio Engineering
Education
William Jessup University 1993 — 1998
Bachelor of Science, Theology and Christian Leadership
Chabot College 1986 — 1989
Associate of Arts, General Studies
Mancini's Sleepworld November 2013 - Present
Heavens Metal Podcast 2011 - Present
White Throne Metal Reviews 2009 - Present
Terminix May 2012 - October 2013
Spectrum Brands January 2012 - May 2012
Guitar Center August 2011 - February 2012
Terminix December 2010 - August 2011
International Facilities Group September 2010 - January 2011
Chase/Wamu Investments February 2008 - August 2009
Merrill Lynch June 2006 - January 2008
Skills
Customer Service, Leadership, Music, Microsoft Office, Entertainment, Outlook, Public Speaking, Social Media, Management, Team Building, Team Leadership, Theology, Reviews, Audio Engineering
Education
William Jessup University 1993 — 1998
Bachelor of Science, Theology and Christian Leadership
Chabot College 1986 — 1989
Associate of Arts, General Studies
Eileen Dormuth Eileen Dormuth's Merrill Lynch Experience December 1996 - November 2000
Job Director, Instructional Design at Guidemark Health
Industry Human Resources
Experience
Guidemark Health July 2015 - Present
American Society of Training & Development - MidNJ Chapter January 2011 - Present
Ally Solutions Group January 2012 - July 2015
Dormuth Consulting, LLC July 2011 - July 2015
Bristol-Myers Squibb April 2008 - March 2011
ETS June 2006 - February 2008
The Vanguard Group January 2001 - February 2006
Merrill Lynch December 1996 - November 2000
MetLife 1995 - 1996
AchieveGlobal / Zenger Miller 1990 - 1995
Skills
Client Relationship..., Leadership Development, Performance Consulting, Performance Management, Instructional Design, Large Group Facilitation, Training Delivery, Team Building, Coaching, Gap Analysis, Project Planning, After Action Reviews, Presentation Preparation, Change Management, Organizational..., Program Management, Workshop Facilitation, Training, Talent Management, Strategy, Leadership, Organizational..., Personnel Management, Management Consulting, Management, Project Management, Strategic Planning
Education
Pennsylvania State University-Great Valley Graduate Center 1994 — 1995
Masters, Instructional Systems and Performance Technology
Chestnut Hill College 1973 — 1977
BS Ed, Education/Music
Cardinal Dougherty High School 1969 — 1973
HS Diploma, Academic/Honors Society
Guidemark Health July 2015 - Present
American Society of Training & Development - MidNJ Chapter January 2011 - Present
Ally Solutions Group January 2012 - July 2015
Dormuth Consulting, LLC July 2011 - July 2015
Bristol-Myers Squibb April 2008 - March 2011
ETS June 2006 - February 2008
The Vanguard Group January 2001 - February 2006
Merrill Lynch December 1996 - November 2000
MetLife 1995 - 1996
AchieveGlobal / Zenger Miller 1990 - 1995
Skills
Client Relationship..., Leadership Development, Performance Consulting, Performance Management, Instructional Design, Large Group Facilitation, Training Delivery, Team Building, Coaching, Gap Analysis, Project Planning, After Action Reviews, Presentation Preparation, Change Management, Organizational..., Program Management, Workshop Facilitation, Training, Talent Management, Strategy, Leadership, Organizational..., Personnel Management, Management Consulting, Management, Project Management, Strategic Planning
Education
Pennsylvania State University-Great Valley Graduate Center 1994 — 1995
Masters, Instructional Systems and Performance Technology
Chestnut Hill College 1973 — 1977
BS Ed, Education/Music
Cardinal Dougherty High School 1969 — 1973
HS Diploma, Academic/Honors Society
Jessica (Decker) Schmidt Jessica (Decker) Schmidt's Merrill Lynch Experience September 2008 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
Alltech May 2008 - September 2008
Accelerator Summer Business Institute June 2008 - July 2008
Garrard County Economic Development Office February 2008 - May 2008
Centre College May 2007 - September 2007
J and B Investments May 2006 - September 2006
Skills
Event Planning, Leadership, Asset Allocation
Education
Morehead State University 2008 — 2011
Masters, Public Administration
Vanderbilt University - Owen Graduate School of Management 2008 — 2008
Centre College 2004 — 2008
Bachelor of Science, Economics
Merrill Lynch September 2008 - Present
Alltech May 2008 - September 2008
Accelerator Summer Business Institute June 2008 - July 2008
Garrard County Economic Development Office February 2008 - May 2008
Centre College May 2007 - September 2007
J and B Investments May 2006 - September 2006
Skills
Event Planning, Leadership, Asset Allocation
Education
Morehead State University 2008 — 2011
Masters, Public Administration
Vanderbilt University - Owen Graduate School of Management 2008 — 2008
Centre College 2004 — 2008
Bachelor of Science, Economics
Bisher Aljazzar Bisher Aljazzar's Merrill Lynch Experience 2006 - 2008
Job General Contracting
Industry Construction
Experience
Future DB International, Inc. 2012 - Present
FTR International, Inc. December 2010 - February 2012
FranklinCovey July 2008 - December 2010
Merrill Lynch 2006 - 2008
Newport Media 2005 - 2006
Skills
Investment Strategies, Organizational..., MS Office Suite, Time Management, Oracle, Adobe, Quickbooks, Salesforce.com, Arabic, Spanish, AS400, Account Management, Financial Accounting, Tax Accounting, Microsoft Office, QuickBooks, Start-ups, Business Planning, Access, Project Planning, Management, Analysis, Business Strategy, Management Consulting, Team Building, Strategic Planning, Strategy, Team Leadership, Business Analysis, Budgets, Project Management, Financial Analysis, Marketing, Accounting, Recruiting, Finance, Contract Negotiation, Entrepreneurship, Business Development, Leadership, IBM iSeries
Education
Chapman University, The George L. Argyros School of Business and Economics 2011 — 2013
Executive Masters of Business Administration, Finance & Economics
University of California, Irvine
B.A., Economics
Future DB International, Inc. 2012 - Present
FTR International, Inc. December 2010 - February 2012
FranklinCovey July 2008 - December 2010
Merrill Lynch 2006 - 2008
Newport Media 2005 - 2006
Skills
Investment Strategies, Organizational..., MS Office Suite, Time Management, Oracle, Adobe, Quickbooks, Salesforce.com, Arabic, Spanish, AS400, Account Management, Financial Accounting, Tax Accounting, Microsoft Office, QuickBooks, Start-ups, Business Planning, Access, Project Planning, Management, Analysis, Business Strategy, Management Consulting, Team Building, Strategic Planning, Strategy, Team Leadership, Business Analysis, Budgets, Project Management, Financial Analysis, Marketing, Accounting, Recruiting, Finance, Contract Negotiation, Entrepreneurship, Business Development, Leadership, IBM iSeries
Education
Chapman University, The George L. Argyros School of Business and Economics 2011 — 2013
Executive Masters of Business Administration, Finance & Economics
University of California, Irvine
B.A., Economics
Kory Hodge Kory Hodge's Merrill Lynch Experience August 2010 - Present
Job Freelance Designer at Kory Hodge Design
Industry Design
Experience
Merrill Lynch August 2010 - Present
Kory Hodge Design August 2002 - Present
Merrill Lynch June 2009 - August 2010
Banc of America Investments June 2007 - June 2009
NBC Universal September 2004 - July 2005
News 14 Carolina May 2002 - September 2004
Skills
Advertising
Education
Central Piedmont Community College 2010 — 2010
Web Design Certificate, Web Design
University of North Carolina at Charlotte 1995 — 2001
BFA, Graphic Design, Architecture, Painting
Merrill Lynch August 2010 - Present
Kory Hodge Design August 2002 - Present
Merrill Lynch June 2009 - August 2010
Banc of America Investments June 2007 - June 2009
NBC Universal September 2004 - July 2005
News 14 Carolina May 2002 - September 2004
Skills
Advertising
Education
Central Piedmont Community College 2010 — 2010
Web Design Certificate, Web Design
University of North Carolina at Charlotte 1995 — 2001
BFA, Graphic Design, Architecture, Painting
Rich Bardue, CFP® Rich Bardue, CFP®'s Merrill Lynch Experience January 1993 - August 1999
Job Managing Principal | Senior Financial Advisor Northsound Wealth Management
Industry Financial Services
Experience
Northsound Wealth Management - Wells Fargo Advisors Financial Network January 2006 - Present
Morgan Stanley (Smith Barney) August 1999 - January 2006
Merrill Lynch January 1993 - August 1999
Skills
Financial Advisory, Investment Planning, Investments, Asset Allocation, Retirement Planning, 401k Rollovers, ETFs, Mutual Funds, Annuities, Finance, Portfolio Management, Insurance, Strategic Financial..., Financial Services, Fixed Annuities, Management
Education
College for Financial Planning 2007 — 2007
Certification
Central Washington University 1989 — 1991
BS - Accounting
Edmonds Community College 1988 — 1989
AA
University of Washington 1987 — 1988
Mariner High School 1984 — 1987
High School Diploma
Northsound Wealth Management - Wells Fargo Advisors Financial Network January 2006 - Present
Morgan Stanley (Smith Barney) August 1999 - January 2006
Merrill Lynch January 1993 - August 1999
Skills
Financial Advisory, Investment Planning, Investments, Asset Allocation, Retirement Planning, 401k Rollovers, ETFs, Mutual Funds, Annuities, Finance, Portfolio Management, Insurance, Strategic Financial..., Financial Services, Fixed Annuities, Management
Education
College for Financial Planning 2007 — 2007
Certification
Central Washington University 1989 — 1991
BS - Accounting
Edmonds Community College 1988 — 1989
AA
University of Washington 1987 — 1988
Mariner High School 1984 — 1987
High School Diploma
Aaron Yuan Aaron Yuan's Merrill Lynch Experience August 2012 - February 2013
Job Open to new connections
Industry Financial Services
Experience
Freddie Mac June 2015 - Present
T. Rowe Price January 2015 - June 2015
Videology Group August 2013 - June 2014
Legg Mason February 2013 - June 2013
Johns Hopkins University May 2012 - May 2013
Merrill Lynch August 2012 - February 2013
Johns Hopkins University August 2012 - December 2012
China Banking Regulatory Commission July 2011 - September 2011
Bank of China June 2010 - August 2010
Hongyuan Securities June 2009 - August 2009
Skills
Bloomberg, Morningstar, SAS, SPSS, Microsoft Excel, C, VBA, Microsoft SQL Server, Microsoft Word, Photoshop, Visual Basic, Dreamweaver, FactSet, Microsoft Office, Option Pricing Models, Portfolio Management, Equity Research, Corporate Finance, Certificate of Anaplan, NetSuite, Investments, Finance, Equities, Financial Modeling, PowerPoint, Financial Analysis
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
Master of science, Finance, 3.7/4.0
China Agricultural University 2007 — 2011
Bachelor's Degree, Economics; Minor Information Technology, 3.9/4.0
Freddie Mac June 2015 - Present
T. Rowe Price January 2015 - June 2015
Videology Group August 2013 - June 2014
Legg Mason February 2013 - June 2013
Johns Hopkins University May 2012 - May 2013
Merrill Lynch August 2012 - February 2013
Johns Hopkins University August 2012 - December 2012
China Banking Regulatory Commission July 2011 - September 2011
Bank of China June 2010 - August 2010
Hongyuan Securities June 2009 - August 2009
Skills
Bloomberg, Morningstar, SAS, SPSS, Microsoft Excel, C, VBA, Microsoft SQL Server, Microsoft Word, Photoshop, Visual Basic, Dreamweaver, FactSet, Microsoft Office, Option Pricing Models, Portfolio Management, Equity Research, Corporate Finance, Certificate of Anaplan, NetSuite, Investments, Finance, Equities, Financial Modeling, PowerPoint, Financial Analysis
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
Master of science, Finance, 3.7/4.0
China Agricultural University 2007 — 2011
Bachelor's Degree, Economics; Minor Information Technology, 3.9/4.0
Sahar Haque Sahar Haque's Merrill Lynch Experience May 2010 - August 2010
Job Project Planning and Management at Toyota Motor Engineering and Manufacturing North America
Industry Automotive
Experience
Toyota Motor Engineering and Manufacturing North America November 2014 - Present
Toyota Motor Engineering and Manufacturing North America March 2014 - November 2014
Toyota Motor Engineering and Manufacturing North America October 2012 - March 2014
Toyota Motor Engineering and Manufacturing North America July 2011 - October 2012
Norton Center for the Arts - Centre College August 2010 - May 2011
Centre College Alumni House August 2008 - May 2011
Merrill Lynch May 2010 - August 2010
Skills
PeopleSoft Financial, SAS programming, Supply Management, Purchasing, Management, Customer Service, Microsoft Excel, Microsoft Word, Public Speaking, Lean Manufacturing, Social Media, Strategic Planning, Project Planning
Education
Centre College 2007 — 2011
Bachelor of Science (BS), Financial Economics
Toyota Motor Engineering and Manufacturing North America November 2014 - Present
Toyota Motor Engineering and Manufacturing North America March 2014 - November 2014
Toyota Motor Engineering and Manufacturing North America October 2012 - March 2014
Toyota Motor Engineering and Manufacturing North America July 2011 - October 2012
Norton Center for the Arts - Centre College August 2010 - May 2011
Centre College Alumni House August 2008 - May 2011
Merrill Lynch May 2010 - August 2010
Skills
PeopleSoft Financial, SAS programming, Supply Management, Purchasing, Management, Customer Service, Microsoft Excel, Microsoft Word, Public Speaking, Lean Manufacturing, Social Media, Strategic Planning, Project Planning
Education
Centre College 2007 — 2011
Bachelor of Science (BS), Financial Economics
Sandra Jiang Sandra Jiang's Merrill Lynch Experience July 2012 - October 2012
Job Master in Finance seeking opportunities
Industry Financial Services
Experience
Access One ATM March 2014 - July 2014
Merrill Lynch July 2012 - October 2012
Zhong Yuan Hai Sheng Venture Capital Co. September 2009 - May 2011
Skills
Time Management, Marketing Communications, Proposal Writing, Ms Excel, Ms Word, Ms PPT, Stattool, Negotiation, Microsoft Word, PowerPoint, Microsoft Excel, Analysis, Microsoft Office, Event Planning, Marketing, Leadership, Data Analysis, Economics, Financial Reporting, Market Research, QuickBooks, Outlook, Access, Public Speaking, Financial Analysis, Financial Modeling, Social Media, Research, Social Networking, Accounting, Management, Teamwork, Risk Management, Finance
Education
Pace University - Lubin School of Business 2011 — 2013
Master's Degree, Finance and Financial Management Services, 3.83
Central University of Finance and Economics 2005 — 2009
Bachelor's Degree, Marketing, 3.53
The High School Affiliated to RenMin University of China 2002 — 2005
High School
Access One ATM March 2014 - July 2014
Merrill Lynch July 2012 - October 2012
Zhong Yuan Hai Sheng Venture Capital Co. September 2009 - May 2011
Skills
Time Management, Marketing Communications, Proposal Writing, Ms Excel, Ms Word, Ms PPT, Stattool, Negotiation, Microsoft Word, PowerPoint, Microsoft Excel, Analysis, Microsoft Office, Event Planning, Marketing, Leadership, Data Analysis, Economics, Financial Reporting, Market Research, QuickBooks, Outlook, Access, Public Speaking, Financial Analysis, Financial Modeling, Social Media, Research, Social Networking, Accounting, Management, Teamwork, Risk Management, Finance
Education
Pace University - Lubin School of Business 2011 — 2013
Master's Degree, Finance and Financial Management Services, 3.83
Central University of Finance and Economics 2005 — 2009
Bachelor's Degree, Marketing, 3.53
The High School Affiliated to RenMin University of China 2002 — 2005
High School
J. Brooks Davis J. Brooks Davis's Merrill Lynch Experience October 1989 - January 1991
Job J. Brooks Davis, Attorney at Law
Industry Law Practice
Experience
J. Brooks Davis, Attorney at Law January 2012 - Present
DavisAir, Inc. March 1991 - Present
City of Charleston Police Dept. January 2004 - June 2007
FBI November 2002 - April 2003
Merrill Lynch October 1989 - January 1991
Skills
Criminal Investigations, Police, Firearms, Surveillance, Evidence, Internal Investigations, Airline Transport Pilot, Motorcycle, Private Investigations, DUI Defense, Motor Vehicle Accidents, Aviation Law, Criminal Defense, Traffic Violations, Landlord Tenant Disputes, Contract Law, Personal Injury, Family Law, Small Business, Blues Guitar, Criminal Law, Enforcement, Law Enforcement, Legal Research, Legal Writing, Litigation, Automobile Accidents, Courts, Civil Litigation, Trials, Criminal Justice, Legal Assistance
Education
Charleston School of Law 2007 — 2010
J.D., Law
University of South Carolina-Columbia 1985 — 1989
Bachelor of Science (B.S.), Finance and Financial Management Services
J. Brooks Davis, Attorney at Law January 2012 - Present
DavisAir, Inc. March 1991 - Present
City of Charleston Police Dept. January 2004 - June 2007
FBI November 2002 - April 2003
Merrill Lynch October 1989 - January 1991
Skills
Criminal Investigations, Police, Firearms, Surveillance, Evidence, Internal Investigations, Airline Transport Pilot, Motorcycle, Private Investigations, DUI Defense, Motor Vehicle Accidents, Aviation Law, Criminal Defense, Traffic Violations, Landlord Tenant Disputes, Contract Law, Personal Injury, Family Law, Small Business, Blues Guitar, Criminal Law, Enforcement, Law Enforcement, Legal Research, Legal Writing, Litigation, Automobile Accidents, Courts, Civil Litigation, Trials, Criminal Justice, Legal Assistance
Education
Charleston School of Law 2007 — 2010
J.D., Law
University of South Carolina-Columbia 1985 — 1989
Bachelor of Science (B.S.), Finance and Financial Management Services
Sandy Lee Hurst's Merrill Lynch Experience August 1999 - October 2002
Job Managing Broker Destination Homes NW / CBBain
Industry Real Estate
Experience
Destination Homes NW - Coldwell Banker Bain April 2013 - Present
Sandy Lee Realty April 2012 - April 2013
Snoqualmie Casino September 2008 - August 2010
Windermere Real Estate June 2007 - May 2009
Coldwell Banker Bain February 2004 - June 2007
Accounting Source, Inc. October 2002 - August 2004
Smith Barney 2001 - 2003
Merrill Lynch August 1999 - October 2002
Skills
Real Estate, Relocation, Investment Properties, Investments, Selling, Customer Service, Short Sales, Foreclosures, Negotiation, Budgets, Referrals, First Time Home Buyers, Single Family Homes, Sellers, Financial Analysis, Team Building, REO, Real Estate Transactions, Management, Leadership, Residential Homes, Payroll, Accounting, Buyers, Condos, Townhomes, Property, Buyer Representation, Sales, Real Property, New Home Sales, Listings, Luxury, Investors, Rentals, Vacation Homes, New Homes, Real Estate Development, 1031 Exchanges, Relocation Buyers, Council of Residential..., Home Staging, Seniors, Commercial Real Estate, FHA, Sales Management
Education
Central Washington University 1996 — 1997
Bachelor of Science, Accounting
Principia College
Fashion Design
West High School, Bremerton, WA
Destination Homes NW - Coldwell Banker Bain April 2013 - Present
Sandy Lee Realty April 2012 - April 2013
Snoqualmie Casino September 2008 - August 2010
Windermere Real Estate June 2007 - May 2009
Coldwell Banker Bain February 2004 - June 2007
Accounting Source, Inc. October 2002 - August 2004
Smith Barney 2001 - 2003
Merrill Lynch August 1999 - October 2002
Skills
Real Estate, Relocation, Investment Properties, Investments, Selling, Customer Service, Short Sales, Foreclosures, Negotiation, Budgets, Referrals, First Time Home Buyers, Single Family Homes, Sellers, Financial Analysis, Team Building, REO, Real Estate Transactions, Management, Leadership, Residential Homes, Payroll, Accounting, Buyers, Condos, Townhomes, Property, Buyer Representation, Sales, Real Property, New Home Sales, Listings, Luxury, Investors, Rentals, Vacation Homes, New Homes, Real Estate Development, 1031 Exchanges, Relocation Buyers, Council of Residential..., Home Staging, Seniors, Commercial Real Estate, FHA, Sales Management
Education
Central Washington University 1996 — 1997
Bachelor of Science, Accounting
Principia College
Fashion Design
West High School, Bremerton, WA
Ken L Stone Ken L Stone's Merrill Lynch Experience 1983 - 1991
Job President at Stone Financial Retirement Planning
Industry Financial Services
Experience
Stone Financial Retirement Planning 1991 - Present
Merrill Lynch 1983 - 1991
Skills
Retirement Planning, Finance, Securities, Retirement, Financial Services, Strategic Financial..., Disability Insurance, Customer Service, Financial Advisory, Portfolio Management, Investment Advisory, Financial Analysis, Personal Finance, Leadership, Business Analysis, Mutual Funds, FINRA, Small Business, Investments, Long-term Care, Insurance
Education
Central State University
Bachelor of Science (BS), Accounting
Stone Financial Retirement Planning 1991 - Present
Merrill Lynch 1983 - 1991
Skills
Retirement Planning, Finance, Securities, Retirement, Financial Services, Strategic Financial..., Disability Insurance, Customer Service, Financial Advisory, Portfolio Management, Investment Advisory, Financial Analysis, Personal Finance, Leadership, Business Analysis, Mutual Funds, FINRA, Small Business, Investments, Long-term Care, Insurance
Education
Central State University
Bachelor of Science (BS), Accounting
Stephen Crissey's Merrill Lynch Experience 1975 - 2006
Job Golf Center at The Highlands
Industry Financial Services
Experience
Salvation Army DFW Metroplex Command July 2013 - Present
Securities Expert Witness January 2012 - Present
FINRA 2008 - Present
Universtiy of Kentucky 2009 - October 2011
Fifth Third Securities 2006 - 2008
Merrill Lynch 1975 - 2006
Skills
Series 7, Retirement Planning, Securities, Alternative Investments, Strategy, FINRA, Series 63, Series 65, WealthEngine, Raiser's Edge, Wealth Engine
Education
University of Kentucky 1974 — 1975
Bachelors, Business Administration
Centre College 1971 — 1974
Salvation Army DFW Metroplex Command July 2013 - Present
Securities Expert Witness January 2012 - Present
FINRA 2008 - Present
Universtiy of Kentucky 2009 - October 2011
Fifth Third Securities 2006 - 2008
Merrill Lynch 1975 - 2006
Skills
Series 7, Retirement Planning, Securities, Alternative Investments, Strategy, FINRA, Series 63, Series 65, WealthEngine, Raiser's Edge, Wealth Engine
Education
University of Kentucky 1974 — 1975
Bachelors, Business Administration
Centre College 1971 — 1974
Nancy Olson Nancy Olson's Merrill Lynch Experience 1983 - 1996
Job Trading System Lab
Industry Financial Services
Experience
Trading System Lab 2012 - Present
Alpha Algorithmics January 2007 - Present
Nexgen Software Services 2007 - 2012
NeuroShell 2009 - 2011
Trading Concepts March 2007 - February 2009
Morgan Stanley Smith Barney 1996 - 2001
Merrill Lynch 1983 - 1996
Skills
Trading Strategies, Trading Systems, Electronic Trading, Financial Modeling, Commodity, Foreign Exchange, Bonds, High Frequency Trading, Trading, Strategy, Proprietary Trading, Alternative Investments, Portfolio Management, FX Options, Derivatives, Asset Managment, Options, Series 7, Risk Management, Financial Analysis, Financial Markets, FX trading, Currency, Capital Markets, Technical Analysis, Investment Strategies, Business Development, Brokerage, Business Strategy, Strategic Planning, Private Equity, Equities, Hedge Funds, Bloomberg, Hedging, Managed Futures, Equity Derivatives, Asset Management, Traders, Investment Banking, Options Strategies, Futures Trading, ETFs, Equity Trading, Fixed Income, Investments, Securities, Quantitative Finance, Emerging Markets, Valuation
Education
Indiana Central University
Master of Business Administration (MBA), Accounting and Finance
University of Chicago
Applied Mathematics
Centre College
Bachelor of Arts (BA), Finance
Syracuse University
Louisville Collegiate School
College/University Preparatory and Advanced High School/Secondary Diploma Program
Trading System Lab 2012 - Present
Alpha Algorithmics January 2007 - Present
Nexgen Software Services 2007 - 2012
NeuroShell 2009 - 2011
Trading Concepts March 2007 - February 2009
Morgan Stanley Smith Barney 1996 - 2001
Merrill Lynch 1983 - 1996
Skills
Trading Strategies, Trading Systems, Electronic Trading, Financial Modeling, Commodity, Foreign Exchange, Bonds, High Frequency Trading, Trading, Strategy, Proprietary Trading, Alternative Investments, Portfolio Management, FX Options, Derivatives, Asset Managment, Options, Series 7, Risk Management, Financial Analysis, Financial Markets, FX trading, Currency, Capital Markets, Technical Analysis, Investment Strategies, Business Development, Brokerage, Business Strategy, Strategic Planning, Private Equity, Equities, Hedge Funds, Bloomberg, Hedging, Managed Futures, Equity Derivatives, Asset Management, Traders, Investment Banking, Options Strategies, Futures Trading, ETFs, Equity Trading, Fixed Income, Investments, Securities, Quantitative Finance, Emerging Markets, Valuation
Education
Indiana Central University
Master of Business Administration (MBA), Accounting and Finance
University of Chicago
Applied Mathematics
Centre College
Bachelor of Arts (BA), Finance
Syracuse University
Louisville Collegiate School
College/University Preparatory and Advanced High School/Secondary Diploma Program
Lauren Pan Lauren Pan's Merrill Lynch Experience May 2008 - August 2009
Job MFA Candidate at Chapman University
Industry Entertainment
Experience
ZS Associates January 2014 - August 2014
ZS Associates August 2011 - December 2013
JHU SSET September 2010 - June 2011
Social Media & Marketing January 2011 - May 2011
Merrill Lynch May 2008 - August 2009
Skills
Market Research, Editing, Marketing Strategy, Qualitative Research, Internal Communications, Microsoft Excel, Analysis, Newsletters, Social Media, Data Analysis, Research, Microsoft Office, PowerPoint, Marketing Communications
Education
Chapman University 2014 — 2016
Master of Fine Arts (MFA), Screenwriting
The Johns Hopkins University 2007 — 2011
Bachelors of Arts with Honors, Writing Seminars
University College London 2009 — 2009
Study Abroad, English & Philosophy
West Windsor-Plainsboro High School South 2003 — 2007
High School Diploma
ZS Associates January 2014 - August 2014
ZS Associates August 2011 - December 2013
JHU SSET September 2010 - June 2011
Social Media & Marketing January 2011 - May 2011
Merrill Lynch May 2008 - August 2009
Skills
Market Research, Editing, Marketing Strategy, Qualitative Research, Internal Communications, Microsoft Excel, Analysis, Newsletters, Social Media, Data Analysis, Research, Microsoft Office, PowerPoint, Marketing Communications
Education
Chapman University 2014 — 2016
Master of Fine Arts (MFA), Screenwriting
The Johns Hopkins University 2007 — 2011
Bachelors of Arts with Honors, Writing Seminars
University College London 2009 — 2009
Study Abroad, English & Philosophy
West Windsor-Plainsboro High School South 2003 — 2007
High School Diploma
Donald Jenkins Donald Jenkins's Merrill Lynch Experience August 2005 - August 2007
Job Financial Advisor at Fleischer Jacobs Group
Industry Financial Services
Experience
Fleischer Jacobs Group February 2011 - Present
Morgan Stanley August 2007 - February 2011
Merrill Lynch August 2005 - August 2007
Chittenden Bank - Chittenden Securities, Inc. March 2001 - January 2005
Education
Champlain College 1989 — 1991
Assoc., Accounting
St. Lawrence University 1980 — 1984
BA, Economics
Tenafly High School
Tenafly High School
Fleischer Jacobs Group February 2011 - Present
Morgan Stanley August 2007 - February 2011
Merrill Lynch August 2005 - August 2007
Chittenden Bank - Chittenden Securities, Inc. March 2001 - January 2005
Education
Champlain College 1989 — 1991
Assoc., Accounting
St. Lawrence University 1980 — 1984
BA, Economics
Tenafly High School
Tenafly High School
W. Elaine Curry W. Elaine Curry's Merrill Lynch Experience March 1994 - February 2002
Job PCG Business Administration Consultant
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
Wells Fargo Advisors, LLC April 2008 - Present
Wells Fargo Advisors, formerly Wachovia Securities, LLC August 2007 - Present
ASK - All Special Kids 2005 - 2013
Wells Fargo Advisors 2007 - 2011
Wachovia Securities 2007 - 2009
Merrill Lynch March 1994 - February 2002
Merrill Lynch 1998 - 2001
Skills
Series 7, Mutual Funds, Series 24, Series 63, Uniform Combined State..., Securities, Portfolio Management, Risk Management, Alternative Investments, Asset Managment, Banking, Wealth Management, Equities, Investments, Financial Services, FINRA, Management, Leadership, Program Management
Education
Chapman University 1971 — 1973
Associate of Arts, Theater
Wells Fargo Advisors August 2013 - Present
Wells Fargo Advisors, LLC April 2008 - Present
Wells Fargo Advisors, formerly Wachovia Securities, LLC August 2007 - Present
ASK - All Special Kids 2005 - 2013
Wells Fargo Advisors 2007 - 2011
Wachovia Securities 2007 - 2009
Merrill Lynch March 1994 - February 2002
Merrill Lynch 1998 - 2001
Skills
Series 7, Mutual Funds, Series 24, Series 63, Uniform Combined State..., Securities, Portfolio Management, Risk Management, Alternative Investments, Asset Managment, Banking, Wealth Management, Equities, Investments, Financial Services, FINRA, Management, Leadership, Program Management
Education
Chapman University 1971 — 1973
Associate of Arts, Theater
Lidia Fluhme Lidia Fluhme's Merrill Lynch Experience May 2004 - February 2006
Job President at Gran Fondo New York, Inc.
Industry Venture Capital & Private Equity
Experience
Gran Fondo New York, Inc. June 2010 - Present
Vandaele Holdings October 2009 - June 2010
NYU Stern School of Business September 2007 - August 2009
Deutsche Bank June 2008 - August 2008
Bank of Tokyo-Mitsubishi June 2006 - June 2007
Merrill Lynch May 2004 - February 2006
Merrill Lynch July 2002 - May 2004
Skills
Finance, Business Development, Product Development, Marketing, Project Management, Change Management, Management, Venture Capital, Entrepreneurship, Start-ups, Product Management, Economics, Leveraged Finance, Private Equity, Financial Modeling, Investment Banking, Emerging Markets, Alternative Investments, Investments, Portfolio Management, Strategy, Sales, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA
China Europe International Business School (CEIBS) 2008 — 2008
MBA
WHU – Otto Beisheim School of Management 2008 — 2008
MBA
New York University 1999 — 2002
BA
Gran Fondo New York, Inc. June 2010 - Present
Vandaele Holdings October 2009 - June 2010
NYU Stern School of Business September 2007 - August 2009
Deutsche Bank June 2008 - August 2008
Bank of Tokyo-Mitsubishi June 2006 - June 2007
Merrill Lynch May 2004 - February 2006
Merrill Lynch July 2002 - May 2004
Skills
Finance, Business Development, Product Development, Marketing, Project Management, Change Management, Management, Venture Capital, Entrepreneurship, Start-ups, Product Management, Economics, Leveraged Finance, Private Equity, Financial Modeling, Investment Banking, Emerging Markets, Alternative Investments, Investments, Portfolio Management, Strategy, Sales, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA
China Europe International Business School (CEIBS) 2008 — 2008
MBA
WHU – Otto Beisheim School of Management 2008 — 2008
MBA
New York University 1999 — 2002
BA
Rosann Farmer Rosann Farmer's Merrill Lynch Experience May 2011 - August 2013
Job Team Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management September 2013 - Present
Merrill Lynch May 2011 - August 2013
Management Specialists, LLC November 2010 - May 2011
Action Coach September 2009 - December 2010
Evergreen Capital Management June 2007 - September 2009
Banc of America Investments June 2006 - June 2007
Morgan Stanley 1981 - 2006
Skills
Wealth Management, Business Development, Leadership Development, Coaching, Business Planning, Entrepreneurship, Leadership, Selling, Sales Management, Management, Training, Public Speaking, Executive Management, Banking, Sales
Education
Central Washington University 1974 — 1978
BS, Psychology/Sociology
Franklin Pierce 1971 — 1974
GED
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management September 2013 - Present
Merrill Lynch May 2011 - August 2013
Management Specialists, LLC November 2010 - May 2011
Action Coach September 2009 - December 2010
Evergreen Capital Management June 2007 - September 2009
Banc of America Investments June 2006 - June 2007
Morgan Stanley 1981 - 2006
Skills
Wealth Management, Business Development, Leadership Development, Coaching, Business Planning, Entrepreneurship, Leadership, Selling, Sales Management, Management, Training, Public Speaking, Executive Management, Banking, Sales
Education
Central Washington University 1974 — 1978
BS, Psychology/Sociology
Franklin Pierce 1971 — 1974
GED
Grace Bissonette Grace Bissonette's Merrill Lynch Experience August 2010 - December 2010
Job Client Services Manager at BAYADA Home Health Care
Industry Human Resources
Experience
BAYADA Home Health Care March 2014 - Present
JoAnn's Uniforms August 2010 - Present
People's United Bank October 2012 - March 2014
Claussen's Greenhouse January 2009 - September 2012
Florida Southern College October 2008 - April 2012
Bodegas Real February 2011 - April 2011
Merrill Lynch August 2010 - December 2010
Department of Languages, Florida Southern College August 2008 - December 2010
Skills
Spanish, Microsoft Office, Excel, Customer Service, Event Planning, New Business Development, PowerPoint, Marketing Strategy, Time Management, Leadership, Microsoft Word, Social Networking, Social Media, Program Management, Public Relations, Business Strategy, Retail, Management, Social Media Marketing, Customer Satisfaction, Sales, Data Analysis, Business Development, Research, Teaching, Team Leadership, Market Research, Leadership Development, Photoshop, Nonprofits, Fundraising, Marketing Communications, Editing, Public Speaking, Marketing, QuickBooks, Budgets, Adobe Creative Suite, Event Management, Microsoft Excel, Access, Strategic Planning, Facebook, Community Outreach, Training, Higher Education, Team Building, Advertising, Analysis
Education
Champlain College 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Florida Southern College 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.7
Florida Southern College 2008 — 2012
Bachelor of Arts (B.A.), Spanish
BAYADA Home Health Care March 2014 - Present
JoAnn's Uniforms August 2010 - Present
People's United Bank October 2012 - March 2014
Claussen's Greenhouse January 2009 - September 2012
Florida Southern College October 2008 - April 2012
Bodegas Real February 2011 - April 2011
Merrill Lynch August 2010 - December 2010
Department of Languages, Florida Southern College August 2008 - December 2010
Skills
Spanish, Microsoft Office, Excel, Customer Service, Event Planning, New Business Development, PowerPoint, Marketing Strategy, Time Management, Leadership, Microsoft Word, Social Networking, Social Media, Program Management, Public Relations, Business Strategy, Retail, Management, Social Media Marketing, Customer Satisfaction, Sales, Data Analysis, Business Development, Research, Teaching, Team Leadership, Market Research, Leadership Development, Photoshop, Nonprofits, Fundraising, Marketing Communications, Editing, Public Speaking, Marketing, QuickBooks, Budgets, Adobe Creative Suite, Event Management, Microsoft Excel, Access, Strategic Planning, Facebook, Community Outreach, Training, Higher Education, Team Building, Advertising, Analysis
Education
Champlain College 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Florida Southern College 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.7
Florida Southern College 2008 — 2012
Bachelor of Arts (B.A.), Spanish
Brandon Daniels Brandon Daniels's Merrill Lynch Experience June 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
VALIC July 2012 - June 2015
JPMorgan Chase December 2005 - July 2012
Skills
Series 63, Series 6, IRAs, Retirement Planning, Mortgage Lending, Fixed Annuities, 401k, Mutual Funds, Asset Allocation, Variable Annuities, College Savings Plans, Bonds, 529 Plans, Stocks, Business Planning, Deferred Compensation, 403 b, Rollovers, 457 Plans, Life Insurance, Series 7, Series 66, Health Insurance, Uniform Combined State..., Investments, Public Speaking, Customer Service
Education
Chicago State University
Bachelor of Science (B.S.), Business and Personal/Financial Services Marketing Operations
Merrill Lynch June 2015 - Present
VALIC July 2012 - June 2015
JPMorgan Chase December 2005 - July 2012
Skills
Series 63, Series 6, IRAs, Retirement Planning, Mortgage Lending, Fixed Annuities, 401k, Mutual Funds, Asset Allocation, Variable Annuities, College Savings Plans, Bonds, 529 Plans, Stocks, Business Planning, Deferred Compensation, 403 b, Rollovers, 457 Plans, Life Insurance, Series 7, Series 66, Health Insurance, Uniform Combined State..., Investments, Public Speaking, Customer Service
Education
Chicago State University
Bachelor of Science (B.S.), Business and Personal/Financial Services Marketing Operations
Kemper Ahl Kemper Ahl's Merrill Lynch Experience May 2012 - September 2012
Job Analyst at Artist Capital Inc.
Industry Financial Services
Experience
Artist Capital April 2014 - Present
Artist Capital May 2013 - April 2014
Merrill Lynch May 2012 - September 2012
Education
Davidson College 2010 — 2014
BA, Political Science
Charles University in Prague 2012 — 2012
Suffield Academy 2007 — 2010
Indian Mountain School 2006 — 2007
Greens Farms Academy 2004 — 2006
Artist Capital April 2014 - Present
Artist Capital May 2013 - April 2014
Merrill Lynch May 2012 - September 2012
Education
Davidson College 2010 — 2014
BA, Political Science
Charles University in Prague 2012 — 2012
Suffield Academy 2007 — 2010
Indian Mountain School 2006 — 2007
Greens Farms Academy 2004 — 2006
Adrienne Leonard's Merrill Lynch Experience June 2014 - August 2014
Job Finance, Economics, and Leadership Student || Aspen Skiing Company Professional || Gamma Phi Beta Vice President
Industry Financial Services
Experience
Aspen Skiing Company December 2013 - Present
Gamma Phi Beta Sorority January 2015 - Present
Land Title Guarantee Company June 2015 - August 2015
Coltivar Group, LLC May 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Stacked: Food Well Built June 2013 - August 2014
the Clarion January 2013 - June 2014
SR Commercial Real Estate November 2012 - January 2013
Abercrombie & Fitch August 2011 - January 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Leadership, Marketing, Facebook, Event Planning, Social Networking, Sales, Marketing Communications, Teamwork, Time Management, Customer Service, Research, Public Speaking
Education
University of Denver - Daniels College of Business 2012 — 2016
BSBA, Finance
Charles University in Prague 2014 — 2014
History, Culture, Politics, and Czech Language
Aspen Skiing Company December 2013 - Present
Gamma Phi Beta Sorority January 2015 - Present
Land Title Guarantee Company June 2015 - August 2015
Coltivar Group, LLC May 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Stacked: Food Well Built June 2013 - August 2014
the Clarion January 2013 - June 2014
SR Commercial Real Estate November 2012 - January 2013
Abercrombie & Fitch August 2011 - January 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Leadership, Marketing, Facebook, Event Planning, Social Networking, Sales, Marketing Communications, Teamwork, Time Management, Customer Service, Research, Public Speaking
Education
University of Denver - Daniels College of Business 2012 — 2016
BSBA, Finance
Charles University in Prague 2014 — 2014
History, Culture, Politics, and Czech Language
Donald Sakiyama's Merrill Lynch Experience February 2011 - July 2011
Job Globally Minded, Ready For Tomorrow
Industry Banking
Experience
Wells Fargo July 2015 - Present
Wells Fargo April 2012 - July 2015
Servora Inc March 2010 - April 2012
Merrill Lynch February 2011 - July 2011
City of Pleasanton May 2005 - September 2010
Bureau of the Census, United States Commerce Department February 2010 - July 2010
California State Assembly April 2009 - August 2009
Skills
ERP/CRM, Adobe Creative Suite, Microsoft Office, GIS software, ArcGIS, Data Mining, Data Entry, Database Marketing, Visual Basic, Microsoft Project, Quickbooks, Apple Software, iWork, International Law, Environmental Impact..., Environmental Policy, International Business, International Relations, International Management, International Marketing, Business Strategy, Consumer Law, Consumer Behavior, Community Outreach, Community Relations, Survey Research, Demographic Analysis, Graphic Design, Instruction Manuals, Desktop Administration, Excel, Public Relations, Public Speaking, Teaching English, Systems Analysis, Software Project..., Access, I.T. Networking, Website Development, Consumer Finance, Consumer Technology, Airlines, Business Travel, Highly motivated..., Social Media, Marketing, Time Management, Strategy, Microsoft Excel, Microsoft Word
Education
University of California, Riverside 2010 — 2012
Bachelors of Science, Business Administration; Environmental Management
Chabot College 2010 — 2011
Associate Degree; Associate Degree, Liberal Studies; Social Science;
Las Positas College 2008 — 2011
Associates Degree, Business Administration
Castro Valley High School 2004 — 2008
Diploma, GE
Wells Fargo July 2015 - Present
Wells Fargo April 2012 - July 2015
Servora Inc March 2010 - April 2012
Merrill Lynch February 2011 - July 2011
City of Pleasanton May 2005 - September 2010
Bureau of the Census, United States Commerce Department February 2010 - July 2010
California State Assembly April 2009 - August 2009
Skills
ERP/CRM, Adobe Creative Suite, Microsoft Office, GIS software, ArcGIS, Data Mining, Data Entry, Database Marketing, Visual Basic, Microsoft Project, Quickbooks, Apple Software, iWork, International Law, Environmental Impact..., Environmental Policy, International Business, International Relations, International Management, International Marketing, Business Strategy, Consumer Law, Consumer Behavior, Community Outreach, Community Relations, Survey Research, Demographic Analysis, Graphic Design, Instruction Manuals, Desktop Administration, Excel, Public Relations, Public Speaking, Teaching English, Systems Analysis, Software Project..., Access, I.T. Networking, Website Development, Consumer Finance, Consumer Technology, Airlines, Business Travel, Highly motivated..., Social Media, Marketing, Time Management, Strategy, Microsoft Excel, Microsoft Word
Education
University of California, Riverside 2010 — 2012
Bachelors of Science, Business Administration; Environmental Management
Chabot College 2010 — 2011
Associate Degree; Associate Degree, Liberal Studies; Social Science;
Las Positas College 2008 — 2011
Associates Degree, Business Administration
Castro Valley High School 2004 — 2008
Diploma, GE
Charles Koester Charles Koester's Merrill Lynch Experience July 2004 - March 2006
Job Trade Representative at NYSE Euronext
Industry Financial Services
Experience
NYSE March 2006 - December 2014
NYSE March 2006 - December 2014
Merrill Lynch July 2004 - March 2006
optionsXpress March 2004 - July 2004
ABN AMRO Bank N.V. November 2002 - March 2004
Merrill Lynch September 2002 - November 2002
TFM Investment Group/Midland Trading August 1999 - March 2002
First Options Of Chicago May 1993 - August 1999
Shearson Lehman American Express December 1982 - May 1993
Skills
Securities, Equities, Trading Systems, Trading, Financial Markets, Electronic Trading, Investments, Options, Market Making, Derivatives, Equity Trading
Education
Chicago State University
Florissant Valley Community College
Business administration
NYSE March 2006 - December 2014
NYSE March 2006 - December 2014
Merrill Lynch July 2004 - March 2006
optionsXpress March 2004 - July 2004
ABN AMRO Bank N.V. November 2002 - March 2004
Merrill Lynch September 2002 - November 2002
TFM Investment Group/Midland Trading August 1999 - March 2002
First Options Of Chicago May 1993 - August 1999
Shearson Lehman American Express December 1982 - May 1993
Skills
Securities, Equities, Trading Systems, Trading, Financial Markets, Electronic Trading, Investments, Options, Market Making, Derivatives, Equity Trading
Education
Chicago State University
Florissant Valley Community College
Business administration
Michael Tolentino Michael Tolentino's Merrill Lynch Experience June 2010 - March 2014
Job Senior Manager
Industry Financial Services
Experience
Merrill Lynch June 2010 - March 2014
Bank of America April 2008 - June 2010
Bank of America April 2007 - June 2008
Bank of America July 2007 - April 2008
LaSalle Bank / ABN AMRO January 2006 - April 2007
LaSalle Bank / ABN AMRO March 2004 - January 2006
Hewitt Associates June 2003 - March 2004
Northern Trust Retirement Consulting May 2001 - June 2003
Northern Trust Retirement Consulting May 2000 - May 2001
Skills
Capital Markets, Banking, Portfolio Management, Asset Managment, Securitization, Trust Services, Wealth Management, Structured Finance, Equities, Fixed Income, Investments, Leadership, Financial Services, Alternative Investments, Risk Management, Securities, Investment Banking, Hedge Funds, Asset Management, Management, Financial Risk, Mergers & Acquisitions, Business Strategy
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1990 — 1993
Juris Doctor (J.D.)
Loyola University Chicago
MBA, Finance
Hofstra University 1979 — 1982
BBA, Finance
Merrill Lynch June 2010 - March 2014
Bank of America April 2008 - June 2010
Bank of America April 2007 - June 2008
Bank of America July 2007 - April 2008
LaSalle Bank / ABN AMRO January 2006 - April 2007
LaSalle Bank / ABN AMRO March 2004 - January 2006
Hewitt Associates June 2003 - March 2004
Northern Trust Retirement Consulting May 2001 - June 2003
Northern Trust Retirement Consulting May 2000 - May 2001
Skills
Capital Markets, Banking, Portfolio Management, Asset Managment, Securitization, Trust Services, Wealth Management, Structured Finance, Equities, Fixed Income, Investments, Leadership, Financial Services, Alternative Investments, Risk Management, Securities, Investment Banking, Hedge Funds, Asset Management, Management, Financial Risk, Mergers & Acquisitions, Business Strategy
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1990 — 1993
Juris Doctor (J.D.)
Loyola University Chicago
MBA, Finance
Hofstra University 1979 — 1982
BBA, Finance
Diana Siciliano, CRPC Diana Siciliano, CRPC's Merrill Lynch Experience April 2010 - May 2011
Job Wealth Advisor
Industry Financial Services
Experience
First Bank May 2011 - Present
Merrill Lynch April 2010 - May 2011
Fidelity Investments July 2005 - March 2009
American Express Financial Advisors April 1998 - July 2005
Skills
Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Asset Allocation, Portfolio Management, Investment Advisory, Retirement Plan..., Trust Services, Intergenerational..., Charitable Gift Planning, Protection..., Asset Protection, Insurance, Strategic Financial..., Financial Advisory, Retirement, Investment Management, Wealth, Series 7, Investments, Mutual Funds, Small Business, Finance, Financial Services, Wealth Management..., Personal Finance, Fixed Annuities, Tax, IRAs, Financial Planners, 401k, Long-term Care
Education
University of California, Irvine 2003 — 2004
CFP Certificant, Certified Financial Planner Program
Chapman University 1991 — 1993
Bachelor of Science, Healthcare Administration
First Bank May 2011 - Present
Merrill Lynch April 2010 - May 2011
Fidelity Investments July 2005 - March 2009
American Express Financial Advisors April 1998 - July 2005
Skills
Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Asset Allocation, Portfolio Management, Investment Advisory, Retirement Plan..., Trust Services, Intergenerational..., Charitable Gift Planning, Protection..., Asset Protection, Insurance, Strategic Financial..., Financial Advisory, Retirement, Investment Management, Wealth, Series 7, Investments, Mutual Funds, Small Business, Finance, Financial Services, Wealth Management..., Personal Finance, Fixed Annuities, Tax, IRAs, Financial Planners, 401k, Long-term Care
Education
University of California, Irvine 2003 — 2004
CFP Certificant, Certified Financial Planner Program
Chapman University 1991 — 1993
Bachelor of Science, Healthcare Administration
Jeanette Roberts Jeanette Roberts's Merrill Lynch Experience January 1977 - June 1978
Job Compliance Director at SOUTHEAST INVESTMENTS, N.C. INC
Industry Financial Services
Experience
SOUTHEAST INVESTMENTS, N.C. INC February 2014 - Present
STRATEGIC WEALTH June 2013 - January 2014
Southeast Investments, N.C. Inc. July 1997 - May 2013
CORPORATE SECURITIES GROUP January 1997 - July 1997
ROBERT THOMAS SECURITIES June 1990 - December 1996
A G EDWARDS August 1988 - June 1990
JC BRADFORD March 1980 - August 1988
E F HUTTON June 1978 - March 1980
MERRILL LYNCH January 1977 - June 1978
Skills
Budgets, Team Building, Contract Negotiation, Risk Management, Strategic Planning, New Business Development, Accounting, Account Management, Business Development, Microsoft Excel, Management, Leadership, Sales
Education
Charleston Southern University 1970 — 1973
Bachelor's degree, English, Music
SOUTHEAST INVESTMENTS, N.C. INC February 2014 - Present
STRATEGIC WEALTH June 2013 - January 2014
Southeast Investments, N.C. Inc. July 1997 - May 2013
CORPORATE SECURITIES GROUP January 1997 - July 1997
ROBERT THOMAS SECURITIES June 1990 - December 1996
A G EDWARDS August 1988 - June 1990
JC BRADFORD March 1980 - August 1988
E F HUTTON June 1978 - March 1980
MERRILL LYNCH January 1977 - June 1978
Skills
Budgets, Team Building, Contract Negotiation, Risk Management, Strategic Planning, New Business Development, Accounting, Account Management, Business Development, Microsoft Excel, Management, Leadership, Sales
Education
Charleston Southern University 1970 — 1973
Bachelor's degree, English, Music
Bridget Nelson's Merrill Lynch Experience 2001 - 2006
Job Customer Service Agent at Delta Air Lines
Industry Entertainment
Experience
Delta Air Lines February 2015 - Present
City of Los Angeles September 2013 - Present
Black Boxx Production 2010 - Present
City National Bank November 2006 - April 2011
Merrill Lynch 2001 - 2006
Deutsche Bank 2001 - 2001
Big 5 Sporting Goods 1996 - 2000
Skills
Creative Writing, Entertainment, Event Planning, Film, Social Media Marketing, Event Management, Public Relations, Acting, Social Media, Video Production, Advertising, Social Networking, Facebook, Blogging
Education
Long Beach 1984 — 1984
Dance
Cerritos College 1983 — 1984
Dance
Delta Air Lines February 2015 - Present
City of Los Angeles September 2013 - Present
Black Boxx Production 2010 - Present
City National Bank November 2006 - April 2011
Merrill Lynch 2001 - 2006
Deutsche Bank 2001 - 2001
Big 5 Sporting Goods 1996 - 2000
Skills
Creative Writing, Entertainment, Event Planning, Film, Social Media Marketing, Event Management, Public Relations, Acting, Social Media, Video Production, Advertising, Social Networking, Facebook, Blogging
Education
Long Beach 1984 — 1984
Dance
Cerritos College 1983 — 1984
Dance
Dawn Lancaster's Merrill Lynch Experience 1989 - 1992
Job CEO/Owner Carved Solutions
Industry Consumer Goods
Experience
Carved Solutions February 2006 - Present
Yipes! Marketing Corp. October 2006 - March 2008
Yipes! Corp. August 2000 - November 2007
Freelance Business Management 1992 - 2000
Merrill Lynch 1989 - 1992
Skills
Team Leadership, Marketing, Retail, Customer Service, Social Media, Sales, Business Development, Business Planning, Training, Merchandising, Business Strategy, Advertising, Entrepreneurship, Trade Shows, Strategic Planning, Marketing Strategy, Product Development, Social Media Marketing, Email Marketing, Sales Operations, Sales Management, Start-ups, CRM, B2B, Marketing Management, Customer Satisfaction, New Business Development, Marketing Communications, Online Advertising, Social Networking, Small Business, Inventory Management, Direct Marketing, Public Relations, Online Marketing, E-commerce, Time Management, Market Planning, Brand Development, Product Marketing, Strategy, Strategic Partnerships, P&L Management, Brand Management, Lead Generation, Selling, Competitive Analysis, Direct Sales, Account Management, Team Building
Education
Champlain College 1987 — 1989
Associate's degree, Business Management
Champlain College 1987 — 1989
Associate's degree, / Marketing Management & Retailing
Carved Solutions February 2006 - Present
Yipes! Marketing Corp. October 2006 - March 2008
Yipes! Corp. August 2000 - November 2007
Freelance Business Management 1992 - 2000
Merrill Lynch 1989 - 1992
Skills
Team Leadership, Marketing, Retail, Customer Service, Social Media, Sales, Business Development, Business Planning, Training, Merchandising, Business Strategy, Advertising, Entrepreneurship, Trade Shows, Strategic Planning, Marketing Strategy, Product Development, Social Media Marketing, Email Marketing, Sales Operations, Sales Management, Start-ups, CRM, B2B, Marketing Management, Customer Satisfaction, New Business Development, Marketing Communications, Online Advertising, Social Networking, Small Business, Inventory Management, Direct Marketing, Public Relations, Online Marketing, E-commerce, Time Management, Market Planning, Brand Development, Product Marketing, Strategy, Strategic Partnerships, P&L Management, Brand Management, Lead Generation, Selling, Competitive Analysis, Direct Sales, Account Management, Team Building
Education
Champlain College 1987 — 1989
Associate's degree, Business Management
Champlain College 1987 — 1989
Associate's degree, / Marketing Management & Retailing
Kristen Kerrigan Kristen Kerrigan's Merrill Lynch Experience May 2011 - August 2011
Job Executive Assistant at BAE Systems Applied Intelligence
Industry Information Technology and Services
Experience
BAE Systems Applied Intelligence September 2013 - Present
Nest Seekers International June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Facebook, PowerPoint, Social Media, Marketing, Social Media Marketing, Event Planning, Salesforce.com, Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of Miami 2009 — 2013
Bachelor of Arts (B.A.), Psychology/ Entrepreneurship
Charles University in Prague
Study Abroad Program
BAE Systems Applied Intelligence September 2013 - Present
Nest Seekers International June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Facebook, PowerPoint, Social Media, Marketing, Social Media Marketing, Event Planning, Salesforce.com, Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of Miami 2009 — 2013
Bachelor of Arts (B.A.), Psychology/ Entrepreneurship
Charles University in Prague
Study Abroad Program
Will Mech Will Mech's Merrill Lynch Experience May 2011 - July 2011
Job CEO and Founder at Channel Consulting
Industry Consumer Electronics
Experience
Channel Consulting June 2015 - Present
Advanced E-Media,Inc. / WebJaguar E-Commerce November 2014 - July 2015
Crème de la crème December 2011 - April 2015
Dedicated Sound and Audio May 2013 - December 2013
Unleashed by Petco June 2012 - September 2012
Merrill Lynch May 2011 - July 2011
Boys and Girls Club November 2009 - June 2010
Skills
Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Management, Strategic Planning, Excel, Word, Photoshop, Problem Solving, Social Media Marketing, Digital Marketing, Email Marketing, Search Engine Ranking, Website Creation, Google Website Optimizer, E-commerce, E-commerce SEO, Local Search..., Local Marketing
Education
University of Wisconsin-Madison 2015 — 2017
Bachelor's degree, Information Technology
Saddleback College 2013 — 2015
Associate of Arts (AA), Business Administration and Management, General
Chapman University 2011 — 2013
Business Administration; Marketing, Economics, and Management
Chapman University, The George L. Argyros School of Business and Economics 2011 — 2013
St. Margaret’s Episcopal School 2001 — 2011
HS Diploma, General Education
Channel Consulting June 2015 - Present
Advanced E-Media,Inc. / WebJaguar E-Commerce November 2014 - July 2015
Crème de la crème December 2011 - April 2015
Dedicated Sound and Audio May 2013 - December 2013
Unleashed by Petco June 2012 - September 2012
Merrill Lynch May 2011 - July 2011
Boys and Girls Club November 2009 - June 2010
Skills
Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Management, Strategic Planning, Excel, Word, Photoshop, Problem Solving, Social Media Marketing, Digital Marketing, Email Marketing, Search Engine Ranking, Website Creation, Google Website Optimizer, E-commerce, E-commerce SEO, Local Search..., Local Marketing
Education
University of Wisconsin-Madison 2015 — 2017
Bachelor's degree, Information Technology
Saddleback College 2013 — 2015
Associate of Arts (AA), Business Administration and Management, General
Chapman University 2011 — 2013
Business Administration; Marketing, Economics, and Management
Chapman University, The George L. Argyros School of Business and Economics 2011 — 2013
St. Margaret’s Episcopal School 2001 — 2011
HS Diploma, General Education
Queenie Lau Queenie Lau's Merrill Lynch Experience June 2013 - September 2013
Job Accounts Receivable Specialist at Seneca Center
Industry Accounting
Experience
Seneca Family of Agencies February 2015 - Present
Digitlink Media, LLC. December 2013 - December 2014
Merrill Lynch June 2013 - September 2013
PENCOM June 2012 - September 2012
Print Creations, LLC June 2008 - June 2010
Skills
Microsoft Excel, Facebook, PowerPoint, Microsoft Office, Photoshop, Microsoft Word, Social Networking, Event Planning, Adobe Creative Suite, Marketing, InDesign, Mas 200, Kronos, Graphic Design, Customer Service, Social Media Marketing, Public Relations, Paradox, NJ Star Chinese Word..., Cantonese, Illustrator, SPSS, QuickBooks
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
Chabot College 2011 — 2011
Economics
Castro Valley High School 2006 — 2010
High School Diploma
Seneca Family of Agencies February 2015 - Present
Digitlink Media, LLC. December 2013 - December 2014
Merrill Lynch June 2013 - September 2013
PENCOM June 2012 - September 2012
Print Creations, LLC June 2008 - June 2010
Skills
Microsoft Excel, Facebook, PowerPoint, Microsoft Office, Photoshop, Microsoft Word, Social Networking, Event Planning, Adobe Creative Suite, Marketing, InDesign, Mas 200, Kronos, Graphic Design, Customer Service, Social Media Marketing, Public Relations, Paradox, NJ Star Chinese Word..., Cantonese, Illustrator, SPSS, QuickBooks
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
Chabot College 2011 — 2011
Economics
Castro Valley High School 2006 — 2010
High School Diploma
Jack Dockery, MBA Jack Dockery, MBA's Merrill Lynch Experience June 2015 - Present
Job Man of Action
Industry Investment Management
Experience
Merrill Lynch June 2015 - Present
Merrill Edge June 2015 - Present
Target November 2014 - December 2014
Hometown Lenders September 2014 - October 2014
Walden Security June 2008 - June 2010
US Army August 2004 - December 2007
The Wackenhut Corporation August 2003 - August 2004
Skills
Military, Team Leadership, Security, Physical Security, Leadership, Protection, Military Operations, Analysis, Management, Access Control, Financial Analysis, Customer Service, Finance, Public Speaking
Education
University of Alabama in Huntsville 2013 — 2015
Master of Business Administration (MBA), Investments and Securities
University of Alabama 2010 — 2013
B.S., Finance
Central Texas College 2009 — 2010
Associate of Science, Business Administration
University of Alabama 1997 — 2001
B.A., Criminal Justice
Merrill Lynch June 2015 - Present
Merrill Edge June 2015 - Present
Target November 2014 - December 2014
Hometown Lenders September 2014 - October 2014
Walden Security June 2008 - June 2010
US Army August 2004 - December 2007
The Wackenhut Corporation August 2003 - August 2004
Skills
Military, Team Leadership, Security, Physical Security, Leadership, Protection, Military Operations, Analysis, Management, Access Control, Financial Analysis, Customer Service, Finance, Public Speaking
Education
University of Alabama in Huntsville 2013 — 2015
Master of Business Administration (MBA), Investments and Securities
University of Alabama 2010 — 2013
B.S., Finance
Central Texas College 2009 — 2010
Associate of Science, Business Administration
University of Alabama 1997 — 2001
B.A., Criminal Justice
Nancy Lee Cortes's Merrill Lynch Experience September 2005 - September 2011
Job Senior Registered Associate, CRPC® The Cypress Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2011 - Present
Merrill Lynch September 2005 - September 2011
Robert W. Baird & Co. November 1997 - September 2005
First of Michigan Corp September 1994 - September 1997
Skills
NFS Streetscape/FBSI &..., NextGen, 3D, Wealth Management, Portfolio Management, Asset Management, Investments, Financial Analysis, Retirement Planning, Financial Planning, Estate Planning, Asset Managment, Strategic Financial..., Fixed Annuities, Equities, Financial Services, Insurance, Mutual Funds, Securities, Finance, Retirement, Series 7, Series 63, Management, Investment Strategies
Education
Chaminade University of Honolulu
B. A., Business Administration; Management
College for Financial Planning
CRPC® - Chartered Retirement Planning Counselor, Retirement Planning
Corunna High School
Morgan Stanley Wealth Management September 2011 - Present
Merrill Lynch September 2005 - September 2011
Robert W. Baird & Co. November 1997 - September 2005
First of Michigan Corp September 1994 - September 1997
Skills
NFS Streetscape/FBSI &..., NextGen, 3D, Wealth Management, Portfolio Management, Asset Management, Investments, Financial Analysis, Retirement Planning, Financial Planning, Estate Planning, Asset Managment, Strategic Financial..., Fixed Annuities, Equities, Financial Services, Insurance, Mutual Funds, Securities, Finance, Retirement, Series 7, Series 63, Management, Investment Strategies
Education
Chaminade University of Honolulu
B. A., Business Administration; Management
College for Financial Planning
CRPC® - Chartered Retirement Planning Counselor, Retirement Planning
Corunna High School
Dan Chudleigh Dan Chudleigh's Merrill Lynch Experience 2007 - 2007
Job Attorney at CHUDLEIGH LAW P.C.
Industry Law Practice
Experience
CHUDLEIGH LAW P.C. November 2014 - Present
SMITH LC October 2013 - November 2014
United States District Court for the District of Utah October 2012 - September 2013
Quinn Emanuel February 2012 - April 2012
Coastal Business Group January 2012 - February 2012
Orange County District Attorney August 2011 - November 2011
The United States District Court, District of Utah June 2010 - August 2010
U.S. Bankruptcy Court January 2010 - June 2010
Merrill Lynch 2007 - 2007
Marriott Vacation Club International 2006 - 2007
Skills
Legal Research, Financial Analysis, Negotiation, Legal Writing, Westlaw, Mediation, Due Diligence, Courts, Lexis, Patents, Entrepreneurship, Criminal Law, Legal Issues, Appeals, Private Equity, Trademarks, Trials, Motions, Trade Secrets, Personal Injury, Legal Assistance, Business Litigation, Entertainment Law, Copyright Law, Arbitration, Class Actions, Hearings, Trial Practice, Family Law, Corporate Governance, Legal Compliance, Product Liability, Breach Of Contract, Construction Law, Corporate Law, Personal Injury..., Patent Litigation, Document Review, Torts, Contract Law, Alternative Dispute..., Civil Litigation, Business Transactions, Litigation Support, Securities Regulation, Dispute Resolution, Depositions, Administrative Law
Education
Chapman University, The George L. Argyros School of Business and Economics 2009 — 2011
MBA, Business and Finance
Chapman University, School of Law 2007 — 2011
JD, Law
University of Utah 2000 — 2006
B.S.
CHUDLEIGH LAW P.C. November 2014 - Present
SMITH LC October 2013 - November 2014
United States District Court for the District of Utah October 2012 - September 2013
Quinn Emanuel February 2012 - April 2012
Coastal Business Group January 2012 - February 2012
Orange County District Attorney August 2011 - November 2011
The United States District Court, District of Utah June 2010 - August 2010
U.S. Bankruptcy Court January 2010 - June 2010
Merrill Lynch 2007 - 2007
Marriott Vacation Club International 2006 - 2007
Skills
Legal Research, Financial Analysis, Negotiation, Legal Writing, Westlaw, Mediation, Due Diligence, Courts, Lexis, Patents, Entrepreneurship, Criminal Law, Legal Issues, Appeals, Private Equity, Trademarks, Trials, Motions, Trade Secrets, Personal Injury, Legal Assistance, Business Litigation, Entertainment Law, Copyright Law, Arbitration, Class Actions, Hearings, Trial Practice, Family Law, Corporate Governance, Legal Compliance, Product Liability, Breach Of Contract, Construction Law, Corporate Law, Personal Injury..., Patent Litigation, Document Review, Torts, Contract Law, Alternative Dispute..., Civil Litigation, Business Transactions, Litigation Support, Securities Regulation, Dispute Resolution, Depositions, Administrative Law
Education
Chapman University, The George L. Argyros School of Business and Economics 2009 — 2011
MBA, Business and Finance
Chapman University, School of Law 2007 — 2011
JD, Law
University of Utah 2000 — 2006
B.S.
Angelina Pascual Angelina Pascual's Merrill Lynch Experience July 2011 - October 2011
Job Project Coordinator/Economist Associate Business Analyst at Visa
Industry Recreational Facilities and Services
Experience
Visa December 2014 - Present
City of San Jose March 2013 - November 2014
US Sports Coaching October 2011 - February 2013
Bath & Body Works October 2009 - July 2012
Merrill Lynch July 2011 - October 2011
SCU Media Services September 2010 - June 2011
SCU Drahmann Academic Advising and Learning Resources Center January 2009 - June 2011
Union City Leisure Services June 2008 - June 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, iMovie, Customer Service, Management, Event Management, Program Management, Analysis, Research, Fundraising, Training, Recruiting, Advertising, Sales, Social Media
Education
Santa Clara University 2011 — 2013
MBA
Chabot College 2012 — 2012
American Sign Language
Santa Clara University 2008 — 2011
BSC, Economics
Visa December 2014 - Present
City of San Jose March 2013 - November 2014
US Sports Coaching October 2011 - February 2013
Bath & Body Works October 2009 - July 2012
Merrill Lynch July 2011 - October 2011
SCU Media Services September 2010 - June 2011
SCU Drahmann Academic Advising and Learning Resources Center January 2009 - June 2011
Union City Leisure Services June 2008 - June 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, iMovie, Customer Service, Management, Event Management, Program Management, Analysis, Research, Fundraising, Training, Recruiting, Advertising, Sales, Social Media
Education
Santa Clara University 2011 — 2013
MBA
Chabot College 2012 — 2012
American Sign Language
Santa Clara University 2008 — 2011
BSC, Economics
Rebecca (Teixeira) Piccone Rebecca (Teixeira) Piccone's Merrill Lynch Experience September 1999 - September 2000
Job Executive Assistant at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust December 2014 - Present
Broadmark Capital, LLC November 2010 - June 2014
Piper Jaffray October 2007 - June 2010
Pacific Portfolio Consulting July 2006 - August 2007
U.S. Bank August 2001 - June 2006
Merrill Lynch September 1999 - September 2000
Skills
Banking, Account Reconciliation, Process Improvement, Time Management, Accounting, Financial Services, Management, Auditing, Financial Analysis, Program Management, Asset Management, Financial Modeling, Loans, PowerPoint, Economics, Portfolio Management
Education
Central Washington University 1994 — 1998
B.A, Communications & Public Relations, 3.6
Woodinville High School 1991 — 1994
HS Diploma, Honors English
Bessemer Trust December 2014 - Present
Broadmark Capital, LLC November 2010 - June 2014
Piper Jaffray October 2007 - June 2010
Pacific Portfolio Consulting July 2006 - August 2007
U.S. Bank August 2001 - June 2006
Merrill Lynch September 1999 - September 2000
Skills
Banking, Account Reconciliation, Process Improvement, Time Management, Accounting, Financial Services, Management, Auditing, Financial Analysis, Program Management, Asset Management, Financial Modeling, Loans, PowerPoint, Economics, Portfolio Management
Education
Central Washington University 1994 — 1998
B.A, Communications & Public Relations, 3.6
Woodinville High School 1991 — 1994
HS Diploma, Honors English
Jeffrey Sweno's Merrill Lynch Experience 1987 - 1992
Job First Vice President, Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management December 2009 - Present
Northern Trust Securities January 1999 - December 2009
Northern Trust 1999 - 2009
Dain Rauscher 1996 - 2000
Merrill Lynch 1987 - 1992
US Army 1982 - 1987
Skills
Wealth Management, Asset Allocation, Asset Managment, Portfolio Management, Strategic Financial..., Estate Planning, Investments, Asset Management, Commercial Lending, Wealth Management..., Finance, Relationship Management, Banking, Equities, Retirement Planning
Education
Chaminade University of Honolulu 1985 — 1987
MBA, Business Management
University of Wisconsin-Whitewater 1976 — 1982
BBA, Finance
Whitewater High School 1972 — 1976
Wintrust Wealth Management December 2009 - Present
Northern Trust Securities January 1999 - December 2009
Northern Trust 1999 - 2009
Dain Rauscher 1996 - 2000
Merrill Lynch 1987 - 1992
US Army 1982 - 1987
Skills
Wealth Management, Asset Allocation, Asset Managment, Portfolio Management, Strategic Financial..., Estate Planning, Investments, Asset Management, Commercial Lending, Wealth Management..., Finance, Relationship Management, Banking, Equities, Retirement Planning
Education
Chaminade University of Honolulu 1985 — 1987
MBA, Business Management
University of Wisconsin-Whitewater 1976 — 1982
BBA, Finance
Whitewater High School 1972 — 1976
Bradey Jameson's Merrill Lynch Experience July 2015 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch January 2015 - July 2015
Arnel Commercial Properties May 2014 - January 2015
Pelican Products, Inc. June 2013 - August 2013
Auto Recon Specialists March 2011 - June 2013
Orange Coast College 2012 - 2012
Motherhood Maternity 2010 - 2011
Skills
Marketing, Economics
Education
Chapman University 2012 — 2014
Bachelor of Science in Business Administration, Business and Economics
Orange Coast College 2009 — 2012
Associate of Arts (AA)
Merrill Lynch July 2015 - Present
Merrill Lynch January 2015 - July 2015
Arnel Commercial Properties May 2014 - January 2015
Pelican Products, Inc. June 2013 - August 2013
Auto Recon Specialists March 2011 - June 2013
Orange Coast College 2012 - 2012
Motherhood Maternity 2010 - 2011
Skills
Marketing, Economics
Education
Chapman University 2012 — 2014
Bachelor of Science in Business Administration, Business and Economics
Orange Coast College 2009 — 2012
Associate of Arts (AA)
Richard Cronin Richard Cronin's Merrill Lynch Experience November 2006 - December 2009
Job Principal at Oakhurst Capital
Industry Financial Services
Experience
Oakhurst Capital November 2011 - Present
Conversion Partners August 2009 - August 2011
Merrill Lynch November 2006 - December 2009
Glencore November 2005 - October 2006
Yıldız Holding May 2004 - August 2004
Skills
Financial Modeling, Real Estate Analysis, Structured Finance, Valuation, Market Analysis, Financial Analysis, Corporate Strategy, Business Strategy, Private Equity, Due Diligence, Real Estate, Asset Management, Appraisals, Portfolio Management, Investments, Corporate Finance, Start-ups
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelors of Science, Finance & International Studies
Univerzita Karlova v Praze
Study Abroad - Prague, Czech Republic
Oakhurst Capital November 2011 - Present
Conversion Partners August 2009 - August 2011
Merrill Lynch November 2006 - December 2009
Glencore November 2005 - October 2006
Yıldız Holding May 2004 - August 2004
Skills
Financial Modeling, Real Estate Analysis, Structured Finance, Valuation, Market Analysis, Financial Analysis, Corporate Strategy, Business Strategy, Private Equity, Due Diligence, Real Estate, Asset Management, Appraisals, Portfolio Management, Investments, Corporate Finance, Start-ups
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelors of Science, Finance & International Studies
Univerzita Karlova v Praze
Study Abroad - Prague, Czech Republic
Julie Chen's Merrill Lynch Experience October 2005 - January 2006
Job Director of Loyalty Strategy at 500friends, a Merkle Company
Industry Management Consulting
Experience
500friends, a Merkle Company August 2015 - Present
Slalom Consulting February 2015 - August 2015
Accenture July 2006 - February 2015
Blue Horizon Hospitality Group April 2012 - September 2012
CEIBS March 2012 - July 2012
Merrill Lynch October 2005 - January 2006
Sanli Pastore & Hill, Inc. April 2005 - September 2005
Skills
Change Management, Training, Business Readiness, Management Consulting, Business Strategy, Organizational Design, Business Analysis, Program Management, Project Management, Cross-functional Team..., Strategy, Strategic Planning, Financial Modeling, Business Development, Consulting, Outsourcing, Stakeholder Management, International Business, Management, Analysis, Business Transformation, Business Process..., Leadership, Process Improvement
Education
China Europe International Business School (CEIBS) 2011 — 2013
Master of Business Administration (MBA)
IESE Business School - University of Navarra 2012 — 2012
Master of Business Administration (MBA)
University of California, Davis 2002 — 2006
Bachelor of Science (BS)
500friends, a Merkle Company August 2015 - Present
Slalom Consulting February 2015 - August 2015
Accenture July 2006 - February 2015
Blue Horizon Hospitality Group April 2012 - September 2012
CEIBS March 2012 - July 2012
Merrill Lynch October 2005 - January 2006
Sanli Pastore & Hill, Inc. April 2005 - September 2005
Skills
Change Management, Training, Business Readiness, Management Consulting, Business Strategy, Organizational Design, Business Analysis, Program Management, Project Management, Cross-functional Team..., Strategy, Strategic Planning, Financial Modeling, Business Development, Consulting, Outsourcing, Stakeholder Management, International Business, Management, Analysis, Business Transformation, Business Process..., Leadership, Process Improvement
Education
China Europe International Business School (CEIBS) 2011 — 2013
Master of Business Administration (MBA)
IESE Business School - University of Navarra 2012 — 2012
Master of Business Administration (MBA)
University of California, Davis 2002 — 2006
Bachelor of Science (BS)
Jay Weden Jay Weden's Merrill Lynch Experience July 1998 - September 2004
Job Software Developer at Knowledge Anywhere
Industry Internet
Experience
Knowledge Anywhere December 2013 - Present
Metia May 2008 - December 2013
VIACK Corporation February 2005 - April 2008
Merrill Lynch July 1998 - September 2004
Skills
Agile Methodologies, C#, ASP.NET, ASP.NET MVC, LINQ, JavaScript, jQuery, Web Applications, Web Services, Microsoft SQL Server, T-SQL, IIS, JSON, HTML, ASP, AJAX, TFS, Entity Framework, CSS, SQL, MVC, NUnit
Education
Central Washington University 1994 — 1998
Bachelor of Science (BS), Computer Science
Knowledge Anywhere December 2013 - Present
Metia May 2008 - December 2013
VIACK Corporation February 2005 - April 2008
Merrill Lynch July 1998 - September 2004
Skills
Agile Methodologies, C#, ASP.NET, ASP.NET MVC, LINQ, JavaScript, jQuery, Web Applications, Web Services, Microsoft SQL Server, T-SQL, IIS, JSON, HTML, ASP, AJAX, TFS, Entity Framework, CSS, SQL, MVC, NUnit
Education
Central Washington University 1994 — 1998
Bachelor of Science (BS), Computer Science
Michael McFerran, CRPC® Michael McFerran, CRPC®'s Merrill Lynch Experience February 2008 - Present
Job Financial Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2008 - Present
Banner Bank February 2002 - January 2007
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Asset Allocation, Series 63, Securities, Portfolio Management, Financial Planning
Education
Central Washington University
Accounting and Finance
College for Financial Planning
CRPC®, Financial Planning and Services
Edmonds Community College
Accounting and Finance
Edmonds Woodway
Edmonds Woodway
Merrill Lynch February 2008 - Present
Banner Bank February 2002 - January 2007
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Asset Allocation, Series 63, Securities, Portfolio Management, Financial Planning
Education
Central Washington University
Accounting and Finance
College for Financial Planning
CRPC®, Financial Planning and Services
Edmonds Community College
Accounting and Finance
Edmonds Woodway
Edmonds Woodway
Brette MacLean Brette MacLean's Merrill Lynch Experience January 2008 - February 2009
Job Investment Advisor at MacLean Capital Advisors, LLC
Industry Investment Management
Experience
MacLean Capital Advisors LLC February 2009 - Present
MacLean Capital Advisors, LLC February 2009 - Present
Merrill Lynch January 2008 - February 2009
Palm Springs Unified School District August 2000 - January 2008
Skills
Portfolio Management, Financial Advisory, Investment Advisory, Wealth Management, Retirement Planning, Investment Management, High Net Worth..., Retirement, 401k, Asset Management
Education
University of La Verne 2006 — 2008
Organizational Leadership
Chapman University 2003 — 2004
M.A., Educational Administration
University of California, Santa Barbara 1993 — 1998
B.A., Psychology
MacLean Capital Advisors LLC February 2009 - Present
MacLean Capital Advisors, LLC February 2009 - Present
Merrill Lynch January 2008 - February 2009
Palm Springs Unified School District August 2000 - January 2008
Skills
Portfolio Management, Financial Advisory, Investment Advisory, Wealth Management, Retirement Planning, Investment Management, High Net Worth..., Retirement, 401k, Asset Management
Education
University of La Verne 2006 — 2008
Organizational Leadership
Chapman University 2003 — 2004
M.A., Educational Administration
University of California, Santa Barbara 1993 — 1998
B.A., Psychology
Pamela Henry Pamela Henry's Merrill Lynch Experience 1982 - 1986
Job District Mortgage Sales Manager at US Bank
Industry Banking
Experience
US Bank July 2010 - Present
Business Enhancement Strategies February 2008 - July 2010
WACHOVIA BANK (formerly World Savings) 2002 - 2007
WORLD SAVINGS 1996 - 2002
WORLD SAVINGS 1995 - 1996
SOFTWARE TRAINING CENTER 1995 - 1995
UNION FEDERAL BANK 1990 - 1994
FUNDERS MORTGAGE, 1988 - 1990
MERRILL LYNCH 1982 - 1986
Education
University of Phoenix 1987 — 1988
BS, Business Administration
Cerritos College 1978 — 1980
AA
US Bank July 2010 - Present
Business Enhancement Strategies February 2008 - July 2010
WACHOVIA BANK (formerly World Savings) 2002 - 2007
WORLD SAVINGS 1996 - 2002
WORLD SAVINGS 1995 - 1996
SOFTWARE TRAINING CENTER 1995 - 1995
UNION FEDERAL BANK 1990 - 1994
FUNDERS MORTGAGE, 1988 - 1990
MERRILL LYNCH 1982 - 1986
Education
University of Phoenix 1987 — 1988
BS, Business Administration
Cerritos College 1978 — 1980
AA
Vance Fields Vance Fields's Merrill Lynch Experience December 2000 - August 2002
Job SAS/ Linux/AIX Administrator at Independence Blue Cross
Industry Information Technology and Services
Experience
Independence Blue Cross September 2013 - Present
Quest Diagnostics March 2012 - September 2013
Morgan Stanley December 2003 - January 2012
Merit Moving Systems, Inc. October 2002 - September 2003
Merrill Lynch December 2000 - August 2002
AXA November 1999 - November 2000
Swissbank (UBS) July 1998 - November 1999
Merrill Lynch February 1998 - July 1998
Goldman Sachs February 1997 - February 1998
Telcordia Technologies June 1996 - February 1997
Skills
Perl Developer, Red Hat Linux..., Unix/Linux Shell..., Project Manager, Kernel configuration, RPM Administration, Server Build / VMware, Network Configuration, Server Performance..., LVM, RHEL Satellite Server, NIS, DNS, NFS, RAID, Centrify AD, Apache, SQL Developer, Technical Group Leader, Technical Documentation, Software Documentation, HP/UX Administrator /..., Solaris Administrator /..., Firewalls, SQL, Oracle SQL Developer, Disaster Recovery, Networking, Perl, Backup Solutions
Education
Charter Oak State College
BS (requiring 4 credit hours for completion), Information Technology
Independence Blue Cross September 2013 - Present
Quest Diagnostics March 2012 - September 2013
Morgan Stanley December 2003 - January 2012
Merit Moving Systems, Inc. October 2002 - September 2003
Merrill Lynch December 2000 - August 2002
AXA November 1999 - November 2000
Swissbank (UBS) July 1998 - November 1999
Merrill Lynch February 1998 - July 1998
Goldman Sachs February 1997 - February 1998
Telcordia Technologies June 1996 - February 1997
Skills
Perl Developer, Red Hat Linux..., Unix/Linux Shell..., Project Manager, Kernel configuration, RPM Administration, Server Build / VMware, Network Configuration, Server Performance..., LVM, RHEL Satellite Server, NIS, DNS, NFS, RAID, Centrify AD, Apache, SQL Developer, Technical Group Leader, Technical Documentation, Software Documentation, HP/UX Administrator /..., Solaris Administrator /..., Firewalls, SQL, Oracle SQL Developer, Disaster Recovery, Networking, Perl, Backup Solutions
Education
Charter Oak State College
BS (requiring 4 credit hours for completion), Information Technology
Larry Fraczak Larry Fraczak's Merrill Lynch Experience August 1991 - October 2007
Job President at LARRANN, Inc. / UPS Store owner
Industry Logistics and Supply Chain
Experience
LARRANN, Inc February 2013 - Present
UBS Wealth Management July 2010 - January 2013
Merrill Lynch August 1991 - October 2007
US Navy September 1969 - September 1991
Skills
Wealth Management, Wealth, Asset Allocation, Investments, Financial Advisory, Finance, Strategic Financial..., Management, Retirement, Alternative Investments, Series 63, Investment Advisory, Series 7, Strategy, Mutual Funds, Asset Management, Retirement Planning, Securities, Portfolio Management, Series 65, Equities, Investment Strategies, Uniform Combined State..., FINRA
Education
Chaminade University of Honolulu 1992 — 1994
MBA, finance
University of Hawaii - Shidler College of Business 1990 — 1992
BBA, finance
Medina High School 1962 — 1966
diploma, college prep
LARRANN, Inc February 2013 - Present
UBS Wealth Management July 2010 - January 2013
Merrill Lynch August 1991 - October 2007
US Navy September 1969 - September 1991
Skills
Wealth Management, Wealth, Asset Allocation, Investments, Financial Advisory, Finance, Strategic Financial..., Management, Retirement, Alternative Investments, Series 63, Investment Advisory, Series 7, Strategy, Mutual Funds, Asset Management, Retirement Planning, Securities, Portfolio Management, Series 65, Equities, Investment Strategies, Uniform Combined State..., FINRA
Education
Chaminade University of Honolulu 1992 — 1994
MBA, finance
University of Hawaii - Shidler College of Business 1990 — 1992
BBA, finance
Medina High School 1962 — 1966
diploma, college prep
Stephen Christoffersen, CFA's Merrill Lynch Experience May 2008 - August 2008
Job Regional Director and YCharts Enthusiast
Industry Financial Services
Experience
YCharts, Inc. August 2015 - Present
Interactive Data - BondEdge Solutions February 2011 - August 2015
AXA Advisors April 2009 - March 2011
Merrill Lynch May 2008 - August 2008
Skills
Fixed Income, Estate Planning, Portfolio Management, Market Data, Asset Managment, Asset Management, Securities, Investments, Financial Advisory, Wealth Management, Capital Markets, Financial Services, Retirement, Financial Markets, Bonds, Trading, Finance, Mutual Funds, Series 7, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Derivatives, Series 63, Options, Investment Strategies, Financial Modeling, Financial Analysis, Risk Management
Education
UNLV 2003 — 2008
Bachelor of Applied Science (B.A.Sc.), Finance, 3.8
Charles University in Prague 2006 — 2006
Finance
YCharts, Inc. August 2015 - Present
Interactive Data - BondEdge Solutions February 2011 - August 2015
AXA Advisors April 2009 - March 2011
Merrill Lynch May 2008 - August 2008
Skills
Fixed Income, Estate Planning, Portfolio Management, Market Data, Asset Managment, Asset Management, Securities, Investments, Financial Advisory, Wealth Management, Capital Markets, Financial Services, Retirement, Financial Markets, Bonds, Trading, Finance, Mutual Funds, Series 7, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Derivatives, Series 63, Options, Investment Strategies, Financial Modeling, Financial Analysis, Risk Management
Education
UNLV 2003 — 2008
Bachelor of Applied Science (B.A.Sc.), Finance, 3.8
Charles University in Prague 2006 — 2006
Finance
Sherri B. Bridges Sherri B. Bridges's Merrill Lynch Experience August 2010 - December 2011
Job SVP; Program Manager at Bank of America
Industry Banking
Experience
Bank of America November 2013 - Present
Bank of America December 2012 - November 2013
Wells Fargo Securities February 2012 - December 2012
Merrill Lynch August 2010 - December 2011
Merrill Lynch September 1987 - December 2011
Global Quality & Productivity and Enterprise Transition September 2009 - August 2010
Bank of America Corporation February 2009 - September 2009
Global Quality & Productivity and Enterprise Transition July 2005 - February 2009
Global Product Solutions December 2004 - July 2005
Global Treasury Management September 2000 - December 2004
Skills
PMP Disciplined, Six Sigma Black Belt, Six Sigma LEAN, PMP, Change Management, Process Engineering, Process Improvement, Operations Management, Continuous Improvement, Business Management, Product Development, Lean Manufacturing, Team Leadership, Data Analysis, Business Process..., Problem Solving, Banking, Business Analysis, Financial Analysis, Supply Chain, Cross-functional Team..., FMEA, Quality Management, Budgeting, Product Management, Mergers, Analytics, Vendor Management, Quality Assurance, Forecasting, Mentoring, Coaching, Project Planning, Management Consulting, Management, Six Sigma, Budgets, Business Process, CRM, Leadership, Mergers, Program Management
Education
Montreat College 2001 — 2004
Bachelor of Science (B.S.), Busienss Administration, 3.63 / 4.00 GPA Cum Laude
Central Piedmont Community College 1990 — 1992
AIB - Secruities; Law & Banking, Trust Business & Securities Process
Bank of America November 2013 - Present
Bank of America December 2012 - November 2013
Wells Fargo Securities February 2012 - December 2012
Merrill Lynch August 2010 - December 2011
Merrill Lynch September 1987 - December 2011
Global Quality & Productivity and Enterprise Transition September 2009 - August 2010
Bank of America Corporation February 2009 - September 2009
Global Quality & Productivity and Enterprise Transition July 2005 - February 2009
Global Product Solutions December 2004 - July 2005
Global Treasury Management September 2000 - December 2004
Skills
PMP Disciplined, Six Sigma Black Belt, Six Sigma LEAN, PMP, Change Management, Process Engineering, Process Improvement, Operations Management, Continuous Improvement, Business Management, Product Development, Lean Manufacturing, Team Leadership, Data Analysis, Business Process..., Problem Solving, Banking, Business Analysis, Financial Analysis, Supply Chain, Cross-functional Team..., FMEA, Quality Management, Budgeting, Product Management, Mergers, Analytics, Vendor Management, Quality Assurance, Forecasting, Mentoring, Coaching, Project Planning, Management Consulting, Management, Six Sigma, Budgets, Business Process, CRM, Leadership, Mergers, Program Management
Education
Montreat College 2001 — 2004
Bachelor of Science (B.S.), Busienss Administration, 3.63 / 4.00 GPA Cum Laude
Central Piedmont Community College 1990 — 1992
AIB - Secruities; Law & Banking, Trust Business & Securities Process
Dylan Ross, CFP®, AFC®'s Merrill Lynch Experience 2000 - 2005
Job I help others become independent, FeeOnly financial advisors.
Industry Financial Services
Experience
Garrett Planning Network, Inc. January 2015 - Present
Serco December 2012 - January 2015
Swan Financial Planning December 2011 - January 2013
United States Air Force December 2010 - December 2012
Swan Financial Planning, LLC (Fee-Only, RIA) October 2005 - December 2011
Merrill Lynch 2000 - 2005
State of Vermont October 1996 - October 2000
Skills
Strategic Financial..., Personal Budgeting, Debt Management, Cash Management, Banking, Retirement Planning, Asset Allocation, Risk Management, Financial Literacy..., Personal Finance..., Thrift Savings Plan, Personal Finance, Investments, Finance, Financial Services, Mortgage Lending, Insurance, Mutual Funds, Personal Financial..., Financial Planners, Financial Planning, Securities, Financial Advisory
Education
Golden Gate University 2014 — 2017
Master's Degree, Financial Planning and Taxation
Fairleigh Dickinson University 2006 — 2007
BA
Champlain College 1996 — 1997
AS
University of New Haven 1993 — 1994
The Pennington School
High School
Garrett Planning Network, Inc. January 2015 - Present
Serco December 2012 - January 2015
Swan Financial Planning December 2011 - January 2013
United States Air Force December 2010 - December 2012
Swan Financial Planning, LLC (Fee-Only, RIA) October 2005 - December 2011
Merrill Lynch 2000 - 2005
State of Vermont October 1996 - October 2000
Skills
Strategic Financial..., Personal Budgeting, Debt Management, Cash Management, Banking, Retirement Planning, Asset Allocation, Risk Management, Financial Literacy..., Personal Finance..., Thrift Savings Plan, Personal Finance, Investments, Finance, Financial Services, Mortgage Lending, Insurance, Mutual Funds, Personal Financial..., Financial Planners, Financial Planning, Securities, Financial Advisory
Education
Golden Gate University 2014 — 2017
Master's Degree, Financial Planning and Taxation
Fairleigh Dickinson University 2006 — 2007
BA
Champlain College 1996 — 1997
AS
University of New Haven 1993 — 1994
The Pennington School
High School
John D. Herald's Merrill Lynch Experience May 2000 - July 2001
Job
Industry Investment Banking
Experience
Fifth Third Securities June 2011 - Present
Kentucky Housing Corporation October 2009 - July 2011
Kentucky Infrastructure Authority May 2008 - September 2009
Group 6 Trading/Marquette Partners June 2006 - May 2008
Ross, Sinclaire and Associates June 2004 - June 2006
Fifth Third Securities December 2001 - June 2004
Merrill Lynch May 2000 - July 2001
Education
Miami University 2001 — 2001
Economics
Centre College 1996 — 2000
B.S., Economics
Fifth Third Securities June 2011 - Present
Kentucky Housing Corporation October 2009 - July 2011
Kentucky Infrastructure Authority May 2008 - September 2009
Group 6 Trading/Marquette Partners June 2006 - May 2008
Ross, Sinclaire and Associates June 2004 - June 2006
Fifth Third Securities December 2001 - June 2004
Merrill Lynch May 2000 - July 2001
Education
Miami University 2001 — 2001
Economics
Centre College 1996 — 2000
B.S., Economics
Oleg Ripa's Merrill Lynch Experience May 2005 - June 2006
Job Senior Database Administrator
Industry Information Technology and Services
Experience
Verizon Wireless November 2013 - Present
Gerson Lehrman Group October 2007 - January 2013
JP Morgan Chase June 2006 - September 2007
Merrill Lynch May 2005 - June 2006
ASCAP April 2001 - April 2005
Metiom February 1998 - April 2001
FIND/SVP February 1996 - January 1998
Skills
ETL, Microsoft SQL Server, Data Warehousing, SSIS, T-SQL, Data Modeling, SQL, Database Design, SSRS, Databases, Sybase, Business Analysis, SDLC, Agile Methodologies, Performance Tuning, Business Intelligence, Database Administration, Disaster Recovery
Education
MBA 2013 — 2015
Master of Business Administration (MBA)
City University of New York-Brooklyn College 1992 — 1994
Chernivci National 'Juriy Fedkovyc' University 1986 — 1990
Bachelor of Science (BS)
Verizon Wireless November 2013 - Present
Gerson Lehrman Group October 2007 - January 2013
JP Morgan Chase June 2006 - September 2007
Merrill Lynch May 2005 - June 2006
ASCAP April 2001 - April 2005
Metiom February 1998 - April 2001
FIND/SVP February 1996 - January 1998
Skills
ETL, Microsoft SQL Server, Data Warehousing, SSIS, T-SQL, Data Modeling, SQL, Database Design, SSRS, Databases, Sybase, Business Analysis, SDLC, Agile Methodologies, Performance Tuning, Business Intelligence, Database Administration, Disaster Recovery
Education
MBA 2013 — 2015
Master of Business Administration (MBA)
City University of New York-Brooklyn College 1992 — 1994
Chernivci National 'Juriy Fedkovyc' University 1986 — 1990
Bachelor of Science (BS)
Amy Sibley Jones's Merrill Lynch Experience November 2006 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2006 - Present
KentuckianaWorks August 2004 - February 2006
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Equities, Investment Strategies, Securities
Education
University of Louisville 2005 — 2007
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Centre College 2000 — 2004
Merrill Lynch November 2006 - Present
KentuckianaWorks August 2004 - February 2006
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Equities, Investment Strategies, Securities
Education
University of Louisville 2005 — 2007
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Centre College 2000 — 2004
Kevin Daniel's Merrill Lynch Experience November 1996 - Present
Job First Vice President at Merrill lynch
Industry Investment Management
Experience
Merrill Lynch November 1996 - Present
Skills
Series 7, Wealth Management, Investments, Hedge Funds, Asset Allocation, Equities, Capital Markets, Alternative Investments, Asset Management, Valuation, Mutual Funds, Securities, Investment Banking, Bonds, Financial Modeling
Education
Central Washington University 1991 — 1995
Merrill Lynch November 1996 - Present
Skills
Series 7, Wealth Management, Investments, Hedge Funds, Asset Allocation, Equities, Capital Markets, Alternative Investments, Asset Management, Valuation, Mutual Funds, Securities, Investment Banking, Bonds, Financial Modeling
Education
Central Washington University 1991 — 1995
Rollin Hansen, CRPC, CSNA's Merrill Lynch Experience Board of DirectorsProject Sunshine of NevadaJanuary 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Board of DirectorsProject Sunshine of NevadaJanuary 2007 - Present
Education
Chapman University 2001 — 2005
Merrill Lynch Board of DirectorsProject Sunshine of NevadaJanuary 2007 - Present
Education
Chapman University 2001 — 2005
John (Jianyu) Yang's Merrill Lynch Experience January 2006 - November 2009
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2009 - Present
Merrill Lynch January 2006 - November 2009
Morgan Stanley January 2005 - January 2006
SunGard 2001 - 2004
Skills
Trading Systems
Education
Rutgers University-New Brunswick 2002 — 2004
M.Sc., Computer Science
The University of British Columbia 1998 — 2000
B.Sc., Computer Science
Central South University 1990 — 1994
B. Eng., Chemical Engineering
Morgan Stanley November 2009 - Present
Merrill Lynch January 2006 - November 2009
Morgan Stanley January 2005 - January 2006
SunGard 2001 - 2004
Skills
Trading Systems
Education
Rutgers University-New Brunswick 2002 — 2004
M.Sc., Computer Science
The University of British Columbia 1998 — 2000
B.Sc., Computer Science
Central South University 1990 — 1994
B. Eng., Chemical Engineering
Shelley Bigelow, CTFA's Merrill Lynch Experience 2001 - 2005
Job VP & Trust Officer at Farmers National Bank
Industry Banking
Experience
Farmers National Bank January 2006 - Present
Merrill Lynch 2001 - 2005
American Express Financial Advisors February 2000 - June 2001
Robinson Humphrey 1999 - 2000
Equitable Securities 1997 - 1999
Skills
Investments, Estate Planning, Portfolio Management, Investment Management, Securities, Financial Advisory, Wealth Management, Trusts, Financial Analysis, Finance
Education
Centre College 1991 — 1995
BA, International Relations
Harpeth Hall 1989 — 1991
Farmers National Bank January 2006 - Present
Merrill Lynch 2001 - 2005
American Express Financial Advisors February 2000 - June 2001
Robinson Humphrey 1999 - 2000
Equitable Securities 1997 - 1999
Skills
Investments, Estate Planning, Portfolio Management, Investment Management, Securities, Financial Advisory, Wealth Management, Trusts, Financial Analysis, Finance
Education
Centre College 1991 — 1995
BA, International Relations
Harpeth Hall 1989 — 1991
Liliana Hung, MBA's Merrill Lynch Experience May 2006 - December 2007
Job Marketing Manager at Ria Financial
Industry Marketing and Advertising
Experience
Ria Financial November 2009 - May 2012
RIA Financial Services a subsidiary of Euronet Worldwide Inc. September 2008 - November 2009
Merrill Lynch May 2006 - December 2007
Argent 2004 - 2005
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Spanish, Outlook, Goal Oriented, Social Media, Sales Management, Market Research, Strategy, Social Media Marketing, Integrated Marketing, Management, Strategic Planning
Education
Loyola Marymount University 2007 — 2007
Special Program
Chapman University, The George L. Argyros School of Business and Economics 2001 — 2003
MBA
Universidad de Los Andes
B A
colegio santo angel
Ria Financial November 2009 - May 2012
RIA Financial Services a subsidiary of Euronet Worldwide Inc. September 2008 - November 2009
Merrill Lynch May 2006 - December 2007
Argent 2004 - 2005
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Spanish, Outlook, Goal Oriented, Social Media, Sales Management, Market Research, Strategy, Social Media Marketing, Integrated Marketing, Management, Strategic Planning
Education
Loyola Marymount University 2007 — 2007
Special Program
Chapman University, The George L. Argyros School of Business and Economics 2001 — 2003
MBA
Universidad de Los Andes
B A
colegio santo angel
Brian Self's Merrill Lynch Experience December 2010 - February 2014
Job Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2014 - Present
Principal Financial Group February 2014 - Present
Merrill Lynch December 2010 - February 2014
Edward Jones June 2009 - January 2011
UBS October 2006 - April 2009
Virtela Communications August 2004 - October 2007
BT Infonet December 1999 - September 2003
Infonet (purchased by BT Nov 2004) 1999 - 2003
Infonet Services Corporation 1999 - 2003
Skills
Sales, Business Process, Strategy, Mergers & Acquisitions, Start-ups, Finance, Executive Management, Business Development, Management, Leadership, CRM, Vendor Management, Telecommunications, Microsoft Excel, Insurance, Business Analysis, Sales Management, Business Strategy, New Business Development, Strategic Planning
Education
Chapman University 1996 — 1998
MBA, Business
Harvey Mudd College 1985 — 1987
BS, Engineering
Claremont McKenna College 1982 — 1987
Bachelor of Arts (B.A.), Management Engineering
Principal Financial Group July 2014 - Present
Principal Financial Group February 2014 - Present
Merrill Lynch December 2010 - February 2014
Edward Jones June 2009 - January 2011
UBS October 2006 - April 2009
Virtela Communications August 2004 - October 2007
BT Infonet December 1999 - September 2003
Infonet (purchased by BT Nov 2004) 1999 - 2003
Infonet Services Corporation 1999 - 2003
Skills
Sales, Business Process, Strategy, Mergers & Acquisitions, Start-ups, Finance, Executive Management, Business Development, Management, Leadership, CRM, Vendor Management, Telecommunications, Microsoft Excel, Insurance, Business Analysis, Sales Management, Business Strategy, New Business Development, Strategic Planning
Education
Chapman University 1996 — 1998
MBA, Business
Harvey Mudd College 1985 — 1987
BS, Engineering
Claremont McKenna College 1982 — 1987
Bachelor of Arts (B.A.), Management Engineering
Bryan Erickson's Merrill Lynch Experience June 1995 - October 1998
Job President at highWAY Financial Networks
Industry Financial Services
Experience
highWAY Financial Networks March 2000 - Present
Community Transformation Wellspring, Inc. September 2002 - Present
Carenet Pregnancy Center and Medical Clinic 2005 - 2011
GA Gepple & Company June 2002 - September 2004
Cambridge Investment Research November 2000 - May 2002
Financial West Group October 1998 - November 2000
Merrill Lynch June 1995 - October 1998
Skills
Retirement Planning, Wealth Management, Investment Advisory, Charitable Giving..., Strategic Financial..., Retirement, Strategy, Investments, 401k, Financial Analysis, Investment Strategies, Estate Planning, Asset Allocation, Financial Advisory, Finance, Fixed Annuities, Financial Planners, Wealth, Securities, Mutual Funds, Portfolio Management, Asset Management, Life Insurance, Wealth Management..., High Net Worth..., Philanthropy, Business Planning, Financial Planning
Education
Chapman University 1983 — 1985
highWAY Financial Networks March 2000 - Present
Community Transformation Wellspring, Inc. September 2002 - Present
Carenet Pregnancy Center and Medical Clinic 2005 - 2011
GA Gepple & Company June 2002 - September 2004
Cambridge Investment Research November 2000 - May 2002
Financial West Group October 1998 - November 2000
Merrill Lynch June 1995 - October 1998
Skills
Retirement Planning, Wealth Management, Investment Advisory, Charitable Giving..., Strategic Financial..., Retirement, Strategy, Investments, 401k, Financial Analysis, Investment Strategies, Estate Planning, Asset Allocation, Financial Advisory, Finance, Fixed Annuities, Financial Planners, Wealth, Securities, Mutual Funds, Portfolio Management, Asset Management, Life Insurance, Wealth Management..., High Net Worth..., Philanthropy, Business Planning, Financial Planning
Education
Chapman University 1983 — 1985
Jesse A. Thurber's Merrill Lynch Experience December 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2008 - Present
Merrill Lynch June 2009 - September 2009
Summer Winter Action Tours January 2007 - June 2009
Education
Chapman University 2005 — 2009
B.S., Business Administration w/ emphasis in Finance
Merrill Lynch December 2008 - Present
Merrill Lynch June 2009 - September 2009
Summer Winter Action Tours January 2007 - June 2009
Education
Chapman University 2005 — 2009
B.S., Business Administration w/ emphasis in Finance
Sergey Grigoryev's Merrill Lynch Experience August 1997 - January 1998
Job Vice President at Nomura Securities
Industry Banking
Experience
Nomura Securities 2010 - Present
Royal Bank of Scotland June 2008 - March 2011
Lehman Brothers July 2000 - May 2008
Bear Stearns February 1998 - June 2000
Merrill Lynch August 1997 - January 1998
Goldman Sachs February 1997 - August 1997
Dime Bank June 1996 - February 1997
Skills
Trading Systems, Equities, Fixed Income, Electronic Trading, FX Options, Equity Derivatives, Investment Banking, Derivatives, Exchange Connectivity, Market Data, Low Latency, Prime Brokerage, Middle Office, Capital Markets, Back Office, Sybase, Interest Rate..., Credit Derivatives, Financial Services, Swaps, Reference Data, Equity Trading, Options, Market Risk, Trading, Bloomberg, Financial Markets, Hedge Funds, Structured Products, Settlement, Technical Analysis, Commodity, Foreign Exchange, Securities, Financial Risk, Autosys, Emerging Markets, TIBCO Rendezvous, Alternative Investments, Asset Management, VBA, Fidessa, Financial Structuring, Portfolio Management, Order Management, Risk Management, Valuation
Education
Charles Sturt University 2008 — 2010
M.S., Information Technology
Nomura Securities 2010 - Present
Royal Bank of Scotland June 2008 - March 2011
Lehman Brothers July 2000 - May 2008
Bear Stearns February 1998 - June 2000
Merrill Lynch August 1997 - January 1998
Goldman Sachs February 1997 - August 1997
Dime Bank June 1996 - February 1997
Skills
Trading Systems, Equities, Fixed Income, Electronic Trading, FX Options, Equity Derivatives, Investment Banking, Derivatives, Exchange Connectivity, Market Data, Low Latency, Prime Brokerage, Middle Office, Capital Markets, Back Office, Sybase, Interest Rate..., Credit Derivatives, Financial Services, Swaps, Reference Data, Equity Trading, Options, Market Risk, Trading, Bloomberg, Financial Markets, Hedge Funds, Structured Products, Settlement, Technical Analysis, Commodity, Foreign Exchange, Securities, Financial Risk, Autosys, Emerging Markets, TIBCO Rendezvous, Alternative Investments, Asset Management, VBA, Fidessa, Financial Structuring, Portfolio Management, Order Management, Risk Management, Valuation
Education
Charles Sturt University 2008 — 2010
M.S., Information Technology
Brian Donoghue's Merrill Lynch Experience February 2000 - September 2001
Job Associate Attorney at Bridgford, Gleason & Artinian
Industry Law Practice
Experience
Bridgford, Gleason & Artinian May 2011 - Present
Law Offices of Dennis G. Cosso January 2009 - July 2012
Toes on the Nose January 2004 - February 2008
Citicorp Investment Services January 2003 - November 2003
Parallax Capital Partners November 2001 - November 2002
Merrill Lynch February 2000 - September 2001
Education
Chapman University, School of Law 2005 — 2008
JD
Stanford University 1994 — 1999
BA, History
Bridgford, Gleason & Artinian May 2011 - Present
Law Offices of Dennis G. Cosso January 2009 - July 2012
Toes on the Nose January 2004 - February 2008
Citicorp Investment Services January 2003 - November 2003
Parallax Capital Partners November 2001 - November 2002
Merrill Lynch February 2000 - September 2001
Education
Chapman University, School of Law 2005 — 2008
JD
Stanford University 1994 — 1999
BA, History
Janice Jiayin Hou's Merrill Lynch Experience 2007 - 2007
Job Analytics Strategy Analyst at NRG Energy
Industry Utilities
Experience
NRG Energy November 2014 - Present
University of Illinois at Chicago August 2009 - May 2013
Merrill Lynch 2007 - 2007
Hilton Worldwide 2006 - 2007
Skills
Econometrics, Data Analysis, Stata, R, SPSS, SAS, Economics, Quantitative Analytics, Time Series Analysis, International Economics, Macroeconomics, Energy Economics, VBA, Eviews, SAS programming, Strategy
Education
University of Illinois at Chicago 2009 — 2014
Doctor of Philosophy (Ph.D.), Economics, 3.94/4.0
University of Houston
Master's Degree, Management, 3.89/4.0
Central University of Finance and Economics
Bachelor's degree, Economics, 3.55/4.0
NRG Energy November 2014 - Present
University of Illinois at Chicago August 2009 - May 2013
Merrill Lynch 2007 - 2007
Hilton Worldwide 2006 - 2007
Skills
Econometrics, Data Analysis, Stata, R, SPSS, SAS, Economics, Quantitative Analytics, Time Series Analysis, International Economics, Macroeconomics, Energy Economics, VBA, Eviews, SAS programming, Strategy
Education
University of Illinois at Chicago 2009 — 2014
Doctor of Philosophy (Ph.D.), Economics, 3.94/4.0
University of Houston
Master's Degree, Management, 3.89/4.0
Central University of Finance and Economics
Bachelor's degree, Economics, 3.55/4.0
Lynn Sellers Kacatin's Merrill Lynch Experience May 1981 - August 1983
Job Assistant Preschool Teacher at St. John Vianney Preschool
Industry Religious Institutions
Experience
St. John Vianney Preschool September 2014 - Present
Molbak's Garden + Home May 2006 - June 2014
Lake Washington School District February 2012 - June 2013
Lake Washington School District July 2008 - June 2010
PMA Direct Marketing August 1998 - July 1999
Quinton Instrument Company May 1988 - June 1998
LP James Company September 1987 - April 1988
Central Washington University September 1984 - September 1986
Merrill Lynch May 1981 - August 1983
Skills
Project Management, Microsoft Office, Medical Devices, Marketing, Product Launch, Social Media, Customer Service, Event Planning, Public Speaking, Strategic Planning, Process Improvement, PowerPoint, Facebook, Product Development, Editing, Program Management, Time Management, Budgets
Education
University of Washington 1989 — 1990
Certificate
Central Washington University 1983 — 1987
B.A.
St. John Vianney Preschool September 2014 - Present
Molbak's Garden + Home May 2006 - June 2014
Lake Washington School District February 2012 - June 2013
Lake Washington School District July 2008 - June 2010
PMA Direct Marketing August 1998 - July 1999
Quinton Instrument Company May 1988 - June 1998
LP James Company September 1987 - April 1988
Central Washington University September 1984 - September 1986
Merrill Lynch May 1981 - August 1983
Skills
Project Management, Microsoft Office, Medical Devices, Marketing, Product Launch, Social Media, Customer Service, Event Planning, Public Speaking, Strategic Planning, Process Improvement, PowerPoint, Facebook, Product Development, Editing, Program Management, Time Management, Budgets
Education
University of Washington 1989 — 1990
Certificate
Central Washington University 1983 — 1987
B.A.
Loren Ott's Merrill Lynch Experience May 2002 - September 2002
Job Senior Finance Business Partner at Group Health
Industry Hospital & Health Care
Experience
Group Health June 2015 - Present
Group Health Cooperative March 2012 - June 2015
Group Health Cooperative April 2010 - March 2012
Group Health Cooperative April 2007 - April 2010
Wells Fargo Financial June 2003 - April 2007
Merrill Lynch May 2002 - September 2002
Skills
Microsoft Excel, Budgets, Management, Project Planning, Leadership, Financial Reporting, Variance Analysis, Strategic Planning, Healthcare, Microsoft Office, Project Management, Visio, Team Leadership, Software Documentation, Business Strategy, SQL, Training
Education
Seattle University 2006 — 2009
Masters, Finance
Central Washington University 1999 — 2003
Bachelors, Finance
Central Washington University 1999 — 2003
BS, Economics
Group Health June 2015 - Present
Group Health Cooperative March 2012 - June 2015
Group Health Cooperative April 2010 - March 2012
Group Health Cooperative April 2007 - April 2010
Wells Fargo Financial June 2003 - April 2007
Merrill Lynch May 2002 - September 2002
Skills
Microsoft Excel, Budgets, Management, Project Planning, Leadership, Financial Reporting, Variance Analysis, Strategic Planning, Healthcare, Microsoft Office, Project Management, Visio, Team Leadership, Software Documentation, Business Strategy, SQL, Training
Education
Seattle University 2006 — 2009
Masters, Finance
Central Washington University 1999 — 2003
Bachelors, Finance
Central Washington University 1999 — 2003
BS, Economics
Douglas Olmstead's Merrill Lynch Experience 2011 - Present
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Cornerstone Appraisal Services October 2005 - June 2011
Grant Prose January 2000 - July 2002
MultiCare Health System May 1995 - November 2000
Fred Hutchinson Cancer Research Center March 1989 - May 1995
Skills
Investments, Retirement Planning
Education
Central Washington University 1987 — 1989
B.S., Finance
Merrill Lynch 2011 - Present
Cornerstone Appraisal Services October 2005 - June 2011
Grant Prose January 2000 - July 2002
MultiCare Health System May 1995 - November 2000
Fred Hutchinson Cancer Research Center March 1989 - May 1995
Skills
Investments, Retirement Planning
Education
Central Washington University 1987 — 1989
B.S., Finance
Akemi Ikeda's Merrill Lynch Experience January 1998 - January 1999
Job 425 Magazine
Industry Media Production
Experience
425 Magazine April 2015 - Present
SV Networks August 2011 - April 2015
Seven Hills July 2009 - July 2011
Architectonics November 2003 - June 2011
Seattle Design Center Elite System Inc October 2000 - October 2003
Northwest International Bank January 1999 - January 2000
Merrill Lynch January 1998 - January 1999
Skills
Multimedia, Social Media, Photography, Content Management, Video, Journalism, Television, Video Editing, Graphic Design, Editing, Digital Media, Event Planning, Marketing, Marketing Communications, Online Marketing, Public Relations, Management
Education
Central Washington University 1997 — 1999
Bachelor's Degree, Business, Marketing
North Seattle Community College 1995 — 1997
Associate's Degree, International Business
425 Magazine April 2015 - Present
SV Networks August 2011 - April 2015
Seven Hills July 2009 - July 2011
Architectonics November 2003 - June 2011
Seattle Design Center Elite System Inc October 2000 - October 2003
Northwest International Bank January 1999 - January 2000
Merrill Lynch January 1998 - January 1999
Skills
Multimedia, Social Media, Photography, Content Management, Video, Journalism, Television, Video Editing, Graphic Design, Editing, Digital Media, Event Planning, Marketing, Marketing Communications, Online Marketing, Public Relations, Management
Education
Central Washington University 1997 — 1999
Bachelor's Degree, Business, Marketing
North Seattle Community College 1995 — 1997
Associate's Degree, International Business
Stephanie Shaffer's Merrill Lynch Experience May 2008 - September 2008
Job Financial Planning Specialist at FDIC
Industry Government Administration
Experience
FDIC January 2013 - Present
FDIC 2009 - December 2012
Merrill Lynch May 2008 - September 2008
Merrill Lynch January 2002 - April 2008
Merrill Lynch June 1998 - December 2001
Merrill Lynch November 1996 - May 1998
Merrill Lynch February 1995 - October 1996
Merrill Lynch September 1993 - January 1995
Merrill Lynch June 1988 - August 1993
Merrill Lynch September 1986 - May 1988
Skills
Six Sigma, Forecasting, General Ledger, Process Improvement, Financial Analysis, Business Analysis, Analysis, Compliance, Strategic Planning, SDLC, Change Management, Budgets, Microsoft Excel, PMO, Credit, Strategy, Microsoft Office, Program Management, Business Process..., Databases, Account Reconciliation, Training, Banking, Finance, Management, Human Resources, Accounting, Financial Services, Risk Management, Auditing, Vendor Management, Strategic Financial..., Negotiation, Resource Management, Policy, Internal Audit, Portfolio Management, Executive Management, Query Studio, Performance Management, Problem Solving, Budgeting, Access, Visio, Financial Planning
Education
Chestnut Hill College 1979 — 1983
B.S., Business Administration
Immaculata High School
FDIC January 2013 - Present
FDIC 2009 - December 2012
Merrill Lynch May 2008 - September 2008
Merrill Lynch January 2002 - April 2008
Merrill Lynch June 1998 - December 2001
Merrill Lynch November 1996 - May 1998
Merrill Lynch February 1995 - October 1996
Merrill Lynch September 1993 - January 1995
Merrill Lynch June 1988 - August 1993
Merrill Lynch September 1986 - May 1988
Skills
Six Sigma, Forecasting, General Ledger, Process Improvement, Financial Analysis, Business Analysis, Analysis, Compliance, Strategic Planning, SDLC, Change Management, Budgets, Microsoft Excel, PMO, Credit, Strategy, Microsoft Office, Program Management, Business Process..., Databases, Account Reconciliation, Training, Banking, Finance, Management, Human Resources, Accounting, Financial Services, Risk Management, Auditing, Vendor Management, Strategic Financial..., Negotiation, Resource Management, Policy, Internal Audit, Portfolio Management, Executive Management, Query Studio, Performance Management, Problem Solving, Budgeting, Access, Visio, Financial Planning
Education
Chestnut Hill College 1979 — 1983
B.S., Business Administration
Immaculata High School
Neha Patel's Merrill Lynch Experience June 2007 - August 2008
Job Head of Counterparty Documentation at BlueMountain Capital Management
Industry Investment Management
Experience
BlueMountain Capital Management September 2014 - Present
Goldman Sachs August 2008 - August 2014
Merrill Lynch June 2007 - August 2008
Goldman Sachs June 2006 - June 2007
Skills
Hedge Funds, Derivatives, Exchange Traded..., Document Drafting, Contract Negotiation, Credit Derivatives, Equity Derivatives, ISDA, Prime Brokerage, Swaps, Interest Rate..., Structured Products, Asset Management, Fixed Income, Options
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2002 — 2005
Doctor of Law (J.D.), Law
The Ohio State University 1998 — 2001
Bachelor of Arts (B.A.), Economics
BlueMountain Capital Management September 2014 - Present
Goldman Sachs August 2008 - August 2014
Merrill Lynch June 2007 - August 2008
Goldman Sachs June 2006 - June 2007
Skills
Hedge Funds, Derivatives, Exchange Traded..., Document Drafting, Contract Negotiation, Credit Derivatives, Equity Derivatives, ISDA, Prime Brokerage, Swaps, Interest Rate..., Structured Products, Asset Management, Fixed Income, Options
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2002 — 2005
Doctor of Law (J.D.), Law
The Ohio State University 1998 — 2001
Bachelor of Arts (B.A.), Economics
Vincent DeAntonio's Merrill Lynch Experience June 2013 - Present
Job Client Associate Merrill EDGE
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Quiksilver April 2015 - September 2015
Merrill Lynch November 2009 - June 2013
Sea Girt Beach Patrol May 2000 - September 2012
Hollister Co. April 1999 - September 2003
Skills
Customer Service, Retail Sales, Financial Services, Marketing, Relationship Management, Account Management, Client Services, Investments, Leadership, Social Media Marketing, Marketing Strategy, Equities, Sales Management
Education
Charles University in Prague, Faculty of Science 2007 — 2008
Fairfield University 2004 — 2008
Bachelor of Science (B.S.), Marketing
Berkshire School 2003 — 2004
High School, Post Graduate
Christian Brothers Academy 1999 — 2003
High School Diploma, 9-12
Merrill Lynch June 2013 - Present
Quiksilver April 2015 - September 2015
Merrill Lynch November 2009 - June 2013
Sea Girt Beach Patrol May 2000 - September 2012
Hollister Co. April 1999 - September 2003
Skills
Customer Service, Retail Sales, Financial Services, Marketing, Relationship Management, Account Management, Client Services, Investments, Leadership, Social Media Marketing, Marketing Strategy, Equities, Sales Management
Education
Charles University in Prague, Faculty of Science 2007 — 2008
Fairfield University 2004 — 2008
Bachelor of Science (B.S.), Marketing
Berkshire School 2003 — 2004
High School, Post Graduate
Christian Brothers Academy 1999 — 2003
High School Diploma, 9-12
Spencer Andrew Robal Johnson's Merrill Lynch Experience April 2005 - August 2005
Job Senior Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2014 - Present
Credit Suisse May 2010 - April 2014
Catalyst Design Ltd January 2008 - May 2008
Burton Snowboards July 2007 - October 2007
Merrill Lynch April 2005 - August 2005
Skills
Financial Analysis, Finance, Investments, Microsoft Excel, Microsoft Office, Data Analysis, Fixed Income
Education
Champlain College 2004 — 2008
Bachelor's, International Business
University of Chester, Chester
Credit Suisse April 2014 - Present
Credit Suisse May 2010 - April 2014
Catalyst Design Ltd January 2008 - May 2008
Burton Snowboards July 2007 - October 2007
Merrill Lynch April 2005 - August 2005
Skills
Financial Analysis, Finance, Investments, Microsoft Excel, Microsoft Office, Data Analysis, Fixed Income
Education
Champlain College 2004 — 2008
Bachelor's, International Business
University of Chester, Chester
Ryan Gonzalez's Merrill Lynch Experience June 2008 - August 2008
Job Senior Associate at Marcus & Millichap
Industry Commercial Real Estate
Experience
Marcus & Millichap REIS November 2009 - Present
Merrill Lynch June 2008 - August 2008
Skills
Asset Managment, Disposition, Real Estate Economics, Brokerage, Commercial Real Estate, Real Estate Transactions, Leases, Investments, Real Estate Development, Real Estate, Investment Properties, Due Diligence, Property Management, Location Intelligence, Financial Analysis, Portfolio Management, Acquisitions
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2009
B.S., Business Administration with emphases of Finance and Marketing
Marcus & Millichap REIS November 2009 - Present
Merrill Lynch June 2008 - August 2008
Skills
Asset Managment, Disposition, Real Estate Economics, Brokerage, Commercial Real Estate, Real Estate Transactions, Leases, Investments, Real Estate Development, Real Estate, Investment Properties, Due Diligence, Property Management, Location Intelligence, Financial Analysis, Portfolio Management, Acquisitions
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2009
B.S., Business Administration with emphases of Finance and Marketing
Harish Varma Patchametla's Merrill Lynch Experience 2006 - 2007
Job Enterprise Reporting Architect at FireEye
Industry Information Technology and Services
Experience
FireEye February 2013 - Present
Qualcomm May 2011 - February 2013
Atheros Communications 2007 - May 2011
iTech US Inc 2007 - 2008
CSC Covansys 2006 - 2007
Merrill Lynch 2006 - 2007
Sriven Systems Inc. August 2005 - July 2006
Skills
OBIEE, Business Intelligence, Informatica, Data Warehousing, Oracle E-Business Suite, ETL, Oracle Applications, PL/SQL, Tableau, QlikView, Business Objects, Oracle data integrator, Salesforce.com, Workday, Amazon Web Services..., Big Data Analytics, Project Management, People Management, IT Strategy, Reporting & Analysis, Ad Hoc Reporting, Executive Reporting, Business Analysis, Team Building, Cross Functional Team..., Team Leadership, Team Management, Onsite-Offshore..., 24x7 Production Support, Technical Support, Service-now.com, oracle, BI Publisher, Cognos, Toad 9.0, Oracle SQL Developer, HTML, Shell Scripting, BI APPS, HP Quality Center, PVCS, HP PPM, Vendor Management, End User Training, SDLC, Requirements Analysis, Integration, SQL, Consulting, Software Project...
Education
Chalmers University of Technology
Master's degree
FireEye February 2013 - Present
Qualcomm May 2011 - February 2013
Atheros Communications 2007 - May 2011
iTech US Inc 2007 - 2008
CSC Covansys 2006 - 2007
Merrill Lynch 2006 - 2007
Sriven Systems Inc. August 2005 - July 2006
Skills
OBIEE, Business Intelligence, Informatica, Data Warehousing, Oracle E-Business Suite, ETL, Oracle Applications, PL/SQL, Tableau, QlikView, Business Objects, Oracle data integrator, Salesforce.com, Workday, Amazon Web Services..., Big Data Analytics, Project Management, People Management, IT Strategy, Reporting & Analysis, Ad Hoc Reporting, Executive Reporting, Business Analysis, Team Building, Cross Functional Team..., Team Leadership, Team Management, Onsite-Offshore..., 24x7 Production Support, Technical Support, Service-now.com, oracle, BI Publisher, Cognos, Toad 9.0, Oracle SQL Developer, HTML, Shell Scripting, BI APPS, HP Quality Center, PVCS, HP PPM, Vendor Management, End User Training, SDLC, Requirements Analysis, Integration, SQL, Consulting, Software Project...
Education
Chalmers University of Technology
Master's degree
Alex Kiselyuk's Merrill Lynch Experience May 1998 - December 2002
Job NYC DEP
Industry Computer Software
Experience
NYC Department of Environmental Protection December 2013 - Present
NYC Department of Environmental Protection September 2012 - December 2013
Bank of America August 2010 - June 2012
Keane December 2002 - May 2009
Merrill Lynch/Keane Inc December 2002 - May 2009
Merrill Lynch May 1998 - December 2002
Merrill Lynch May 1998 - December 2002
Skills
Mainframe, Fileaid, Abend-Aid, IDCAMS, Panvalet, Intertest, Syncsort, SPUFI, QMF
Education
Chernivci National 'Juriy Fedkovyc' University 1984 — 1989
BS, Computer Science
NYC Department of Environmental Protection December 2013 - Present
NYC Department of Environmental Protection September 2012 - December 2013
Bank of America August 2010 - June 2012
Keane December 2002 - May 2009
Merrill Lynch/Keane Inc December 2002 - May 2009
Merrill Lynch May 1998 - December 2002
Merrill Lynch May 1998 - December 2002
Skills
Mainframe, Fileaid, Abend-Aid, IDCAMS, Panvalet, Intertest, Syncsort, SPUFI, QMF
Education
Chernivci National 'Juriy Fedkovyc' University 1984 — 1989
BS, Computer Science
Brenna Quigley's Merrill Lynch Experience 2003 - 2006
Job Experienced Retirement Plan Sales Professional
Industry Financial Services
Experience
Home Depot At Home Services 2012 - 2012
ING 2009 - 2012
ADP 2006 - 2009
Merrill Lynch 2003 - 2006
Skills
Retirement Planning, Retirement, Strategic Financial..., Employee Benefits, Mutual Funds, Series 63, Financial Services, Series 7, Series 6, Insurance, Securities, Investments, Financial Analysis, Banking, Sales, New Business Development, Salesforce.com, Direct Sales, Sales Presentations, B2B Marketing, Defined Contribution, Retirement Plan..., Retirement Benefits, Telemarketing, Social Networking, Sales Prospecting
Education
University of California, Irvine 2009 — 2009
Master of Business Administration (MBA), Finance, General
Chapman University, The George L. Argyros School of Business and Economics 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General, 3.9
Bond University 2003 — 2003
Semester Abroad, International Business
Jesuit High School 1996 — 2000
St John Fisher
Home Depot At Home Services 2012 - 2012
ING 2009 - 2012
ADP 2006 - 2009
Merrill Lynch 2003 - 2006
Skills
Retirement Planning, Retirement, Strategic Financial..., Employee Benefits, Mutual Funds, Series 63, Financial Services, Series 7, Series 6, Insurance, Securities, Investments, Financial Analysis, Banking, Sales, New Business Development, Salesforce.com, Direct Sales, Sales Presentations, B2B Marketing, Defined Contribution, Retirement Plan..., Retirement Benefits, Telemarketing, Social Networking, Sales Prospecting
Education
University of California, Irvine 2009 — 2009
Master of Business Administration (MBA), Finance, General
Chapman University, The George L. Argyros School of Business and Economics 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General, 3.9
Bond University 2003 — 2003
Semester Abroad, International Business
Jesuit High School 1996 — 2000
St John Fisher
Jacquelyn Clark's Merrill Lynch Experience January 2003 - March 2008
Job at Literacy Volunteers of Atlanta
Industry Human Resources
Experience
Literacy Volunteers of Atlanta July 2009 - Present
The Hartford March 2008 - June 2009
The Hartford (Acquired Merrill Lynch Retirement Plans Group) Atlanta, GA 2008 - 2009
Merrill Lynch January 2003 - March 2008
Princeton Retirement Group 2005 - 2008
INVESCO January 1995 - December 2002
BankSouth 1988 - 1994
Skills
Adult Education, Process Management, Teacher Training, Communication, Employee Benefits, Leadership, Management, 401k, Process Improvement, Retirement, Financial Services, Program Management, Retirement Planning, Investments, Strategic Planning, Microsoft Excel, Strategy, Analysis, Defined Benefit, Pensions, Employee Relations, Project Management, HRIS, Start-ups, ERISA, Team Leadership
Education
Chestnut Hill College 1969 — 1971
BA, English, Secondary Education
Literacy Volunteers of Atlanta July 2009 - Present
The Hartford March 2008 - June 2009
The Hartford (Acquired Merrill Lynch Retirement Plans Group) Atlanta, GA 2008 - 2009
Merrill Lynch January 2003 - March 2008
Princeton Retirement Group 2005 - 2008
INVESCO January 1995 - December 2002
BankSouth 1988 - 1994
Skills
Adult Education, Process Management, Teacher Training, Communication, Employee Benefits, Leadership, Management, 401k, Process Improvement, Retirement, Financial Services, Program Management, Retirement Planning, Investments, Strategic Planning, Microsoft Excel, Strategy, Analysis, Defined Benefit, Pensions, Employee Relations, Project Management, HRIS, Start-ups, ERISA, Team Leadership
Education
Chestnut Hill College 1969 — 1971
BA, English, Secondary Education
Kristal (Patnode) Kilmain's Merrill Lynch Experience May 2000 - May 2001
Job Financial Coordinator, Research Administration at Massachusetts Institute of Technology (MIT)
Industry Higher Education
Experience
Massachusetts Institute of Technology (MIT) July 2015 - Present
Massachusetts Institute of Technology (MIT) May 2014 - July 2015
Neuberger Berman November 2009 - April 2014
Northwestern Mutual January 2007 - August 2009
John Hancock Life Insurance Company (U.S.A.) June 2005 - December 2006
John Hancock Life Insurance Company (U.S.A.) June 2001 - June 2005
Merrill Lynch May 2000 - May 2001
Skills
Financial Services, Research Administration, Series 7, Series 63, Office Management, Outlook, Pre-award, Series 6, Insurance, SAP, Travel Planning, CRM, Organization, Microsoft Word, Event Planning, PowerPoint, Account Reconciliation, Microsoft Excel, Finance, Spreadsheets, series 66, Marketing, Salesforce.com, Siebel, NIH
Education
Champlain College 1996 — 2000
BS, Business
Massachusetts Institute of Technology (MIT) July 2015 - Present
Massachusetts Institute of Technology (MIT) May 2014 - July 2015
Neuberger Berman November 2009 - April 2014
Northwestern Mutual January 2007 - August 2009
John Hancock Life Insurance Company (U.S.A.) June 2005 - December 2006
John Hancock Life Insurance Company (U.S.A.) June 2001 - June 2005
Merrill Lynch May 2000 - May 2001
Skills
Financial Services, Research Administration, Series 7, Series 63, Office Management, Outlook, Pre-award, Series 6, Insurance, SAP, Travel Planning, CRM, Organization, Microsoft Word, Event Planning, PowerPoint, Account Reconciliation, Microsoft Excel, Finance, Spreadsheets, series 66, Marketing, Salesforce.com, Siebel, NIH
Education
Champlain College 1996 — 2000
BS, Business
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
David Coppage, CFP's Merrill Lynch Experience January 2004 - December 2012
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. December 2012 - Present
Merrill Lynch January 2004 - December 2012
Fifth Third Bank August 1996 - January 2004
Skills
Mutual Funds, Investments, Loans, Commercial Lending, Wealth Management, Estate Planning, Retirement Planning, Structured Investments, Investment Portfolio, Options Strategies, Investment Advisory, Series 7, Asset Allocation, Financial Services, Finance, Banking, Financial Analysis, Portfolio Management
Education
Centre College 1990 — 1994
BS, Economics
Raymond James Financial Inc. December 2012 - Present
Merrill Lynch January 2004 - December 2012
Fifth Third Bank August 1996 - January 2004
Skills
Mutual Funds, Investments, Loans, Commercial Lending, Wealth Management, Estate Planning, Retirement Planning, Structured Investments, Investment Portfolio, Options Strategies, Investment Advisory, Series 7, Asset Allocation, Financial Services, Finance, Banking, Financial Analysis, Portfolio Management
Education
Centre College 1990 — 1994
BS, Economics
Andy Chao's Merrill Lynch Experience December 2006 - July 2007
Job Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets June 2010 - May 2015
Financial Planning Division of Metlife March 2009 - June 2010
Merrill Lynch December 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Investment Banking, Bloomberg, Series 7, Insurance Planning, Life Insurance, Retirement Planning, Investment Advisory, Banking, Equities, Finance, Fixed Income, Financial Planners, Microsoft Excel, Microsoft Office
Education
China Europe International Business School (CEIBS) 2015 — 2017
Master of Business Administration (MBA)
University of Washington, Michael G. Foster School of Business 2004 — 2008
BA, Accounting
KeyBanc Capital Markets June 2010 - May 2015
Financial Planning Division of Metlife March 2009 - June 2010
Merrill Lynch December 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Investment Banking, Bloomberg, Series 7, Insurance Planning, Life Insurance, Retirement Planning, Investment Advisory, Banking, Equities, Finance, Fixed Income, Financial Planners, Microsoft Excel, Microsoft Office
Education
China Europe International Business School (CEIBS) 2015 — 2017
Master of Business Administration (MBA)
University of Washington, Michael G. Foster School of Business 2004 — 2008
BA, Accounting
Ashley Watumull's Merrill Lynch Experience April 2014 - Present
Job Executive Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Merrill Lynch September 2011 - April 2014
Merrill Lynch April 2011 - September 2011
Skills
Asset Management, Equities, Financial Analysis, Financial Modeling, Financial Services, Investments, Microsoft Excel, Microsoft Office, PowerPoint, Portfolio Management, Series 63, Series 65, Strategic Financial..., Uniform Combined State..., Asset Allocation
Education
Chaminade University of Honolulu 2005 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
Dunn School (Los Olivos, CA) 2002 — 2005
High school
Chaminade University of Honolulu
Master of Business Administration (M.B.A.)
Merrill Lynch April 2014 - Present
Merrill Lynch September 2011 - April 2014
Merrill Lynch April 2011 - September 2011
Skills
Asset Management, Equities, Financial Analysis, Financial Modeling, Financial Services, Investments, Microsoft Excel, Microsoft Office, PowerPoint, Portfolio Management, Series 63, Series 65, Strategic Financial..., Uniform Combined State..., Asset Allocation
Education
Chaminade University of Honolulu 2005 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
Dunn School (Los Olivos, CA) 2002 — 2005
High school
Chaminade University of Honolulu
Master of Business Administration (M.B.A.)
Nicolas Gaudiot's Merrill Lynch Experience May 2014 - Present
Job Senior Derivatives Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Fifth Third Securities September 2013 - May 2014
Fifth Third Bank September 2012 - May 2014
EZReport December 2011 - May 2012
Starbucks Coffee Inc July 2010 - December 2011
Exel July 2008 - July 2010
Northwestern Mutual Financial Network May 2007 - August 2007
Diedrich Coffeehouse June 2005 - December 2005
Skills
Customer Service, Finance, Financial Analysis, Leadership, Logistics, Management, Marketing, Marketing Strategy, Microsoft Excel, Operations Management, Process Improvement, Strategy, Training, Retail, Time Management
Education
Chapman University 2010 — 2012
MBA Program, Finance
Universiy of California, Riverside 2004 — 2008
B.S., Business Administration
Merrill Lynch May 2014 - Present
Fifth Third Securities September 2013 - May 2014
Fifth Third Bank September 2012 - May 2014
EZReport December 2011 - May 2012
Starbucks Coffee Inc July 2010 - December 2011
Exel July 2008 - July 2010
Northwestern Mutual Financial Network May 2007 - August 2007
Diedrich Coffeehouse June 2005 - December 2005
Skills
Customer Service, Finance, Financial Analysis, Leadership, Logistics, Management, Marketing, Marketing Strategy, Microsoft Excel, Operations Management, Process Improvement, Strategy, Training, Retail, Time Management
Education
Chapman University 2010 — 2012
MBA Program, Finance
Universiy of California, Riverside 2004 — 2008
B.S., Business Administration
Amberson Cox's Merrill Lynch Experience January 1993 - January 1999
Job Budget Analyst at Virginia Tech
Industry Higher Education
Experience
Virginia Tech April 2013 - Present
Premier Transfer and Storage March 2012 - March 2013
The Doctors Clinic July 2007 - July 2011
Kitsap Credit Union September 2001 - July 2007
Seattle Public Utilities July 2000 - June 2001
Merrill Lynch January 1993 - January 1999
US Navy December 1981 - August 1991
Skills
Financial Analysis, Financial Reporting, Budgets, Finance, Process Improvement, Accounting, Forecasting, Auditing, Management, Cash Flow, Payroll, Accounts Receivable, Accounts Payable, General Ledger, GAAP, Banking
Education
Central Washington University 1999 — 2000
B.S, Accounting
College for Financial Planning 1992 — 1994
Financial Planning
Central Washing University 1992 — 1993
Bachelor of Science (B.S.), Finance
Naval Nuclear Power School 1982 — 1983
Nuclear Engineering
Virginia Polytechnic Institute and State University 1978 — 1981
Civil Engineering
Radford HIgh School 1974 — 1978
Virginia Tech April 2013 - Present
Premier Transfer and Storage March 2012 - March 2013
The Doctors Clinic July 2007 - July 2011
Kitsap Credit Union September 2001 - July 2007
Seattle Public Utilities July 2000 - June 2001
Merrill Lynch January 1993 - January 1999
US Navy December 1981 - August 1991
Skills
Financial Analysis, Financial Reporting, Budgets, Finance, Process Improvement, Accounting, Forecasting, Auditing, Management, Cash Flow, Payroll, Accounts Receivable, Accounts Payable, General Ledger, GAAP, Banking
Education
Central Washington University 1999 — 2000
B.S, Accounting
College for Financial Planning 1992 — 1994
Financial Planning
Central Washing University 1992 — 1993
Bachelor of Science (B.S.), Finance
Naval Nuclear Power School 1982 — 1983
Nuclear Engineering
Virginia Polytechnic Institute and State University 1978 — 1981
Civil Engineering
Radford HIgh School 1974 — 1978
Lisa McKitty's Merrill Lynch Experience January 1991 - July 1992
Job Tax Accountant at Harton Associates, Inc.
Industry Accounting
Experience
Harton Associates, Inc. January 2006 - Present
Angolano & Company June 1992 - August 1994
Merrill Lynch January 1991 - July 1992
Skills
Tax Returns, Income Tax, Tax, Sales Tax, Tax Accounting, Bookkeeping, Tax Research, QuickBooks
Education
Champlain College
Associate of Science (A.S.), Office Management and Supervision
Harton Associates, Inc. January 2006 - Present
Angolano & Company June 1992 - August 1994
Merrill Lynch January 1991 - July 1992
Skills
Tax Returns, Income Tax, Tax, Sales Tax, Tax Accounting, Bookkeeping, Tax Research, QuickBooks
Education
Champlain College
Associate of Science (A.S.), Office Management and Supervision
Sara Badger's Merrill Lynch Experience January 2008 - March 2010
Job Law Enforcement Specialist at U.S. Immigration and Customs Enforcement (ICE)
Industry Security and Investigations
Experience
U.S. Immigration and Customs Enforcement (ICE) September 2012 - Present
USIS March 2010 - Present
Merrill Lynch January 2008 - March 2010
CTX Mortgage Company November 2003 - January 2008
Burton Snowboards April 1997 - November 2003
Skills
Research, Analytical Skills, Organization &..., Interpersonal Skill, Building Relationships, Initiation, Follow Through, Meet Deadlines, Microsoft Office, Budget Monitoring, Cost Reduction..., Amortization Schedules, Problem Solving, Highly motivated..., Highly detail oriented, Fast Learner, Highly Reliable, Dependable Team Player, Multitasking Skills, Grace Under Pressure, Oral & Written..., Close Attention to...
Education
Champlain College 1994 — 1997
Bachelor of Science Degree, Business Management, 3.98
U.S. Immigration and Customs Enforcement (ICE) September 2012 - Present
USIS March 2010 - Present
Merrill Lynch January 2008 - March 2010
CTX Mortgage Company November 2003 - January 2008
Burton Snowboards April 1997 - November 2003
Skills
Research, Analytical Skills, Organization &..., Interpersonal Skill, Building Relationships, Initiation, Follow Through, Meet Deadlines, Microsoft Office, Budget Monitoring, Cost Reduction..., Amortization Schedules, Problem Solving, Highly motivated..., Highly detail oriented, Fast Learner, Highly Reliable, Dependable Team Player, Multitasking Skills, Grace Under Pressure, Oral & Written..., Close Attention to...
Education
Champlain College 1994 — 1997
Bachelor of Science Degree, Business Management, 3.98
Christopher Nix's Merrill Lynch Experience September 1984 - January 2009
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch September 1984 - January 2009
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1976 — 1979
JD
Purdue University 1971 — 1975
Bachelor of Science (B.S.), Industrial Management
UBS January 2009 - Present
Merrill Lynch September 1984 - January 2009
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1976 — 1979
JD
Purdue University 1971 — 1975
Bachelor of Science (B.S.), Industrial Management
Wendy Ting's Merrill Lynch Experience July 2012 - September 2012
Job Manager at NGY Stones & Cabinets
Industry Wholesale
Experience
NGY Stones & Cabinets July 2015 - Present
NGY Stones & Cabinets January 2013 - June 2015
Merrill Lynch July 2012 - September 2012
Education
Chapman University 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance
NGY Stones & Cabinets July 2015 - Present
NGY Stones & Cabinets January 2013 - June 2015
Merrill Lynch July 2012 - September 2012
Education
Chapman University 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank