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
Wayne Elmore Wayne Elmore's Merrill Lynch Experience November 2005 - July 2007
Job Marketing/Sales/Solutions Engineer at Eaton
Industry Electrical/Electronic Manufacturing
Experience
Eaton August 2008 - Present
Rast Dallery Engineering October 2007 - August 2008
Merrill Lynch November 2005 - July 2007
Eaton June 2004 - November 2005
Eaton August 2001 - May 2004
Eaton Cutler Hammer June 2000 - August 2001
Farmers Telephone Cooperative June 1994 - June 2000
Skills
Electrical Engineering, Product Management, Project Management, Solar Energy, Power Distribution, Electronics
Education
University of South Carolina - Darla Moore School of Business 1997 — 2000
Master of Business Administration (MBA)
Clemson University 1989 — 1993
Bachelor of Science (BS), Electrical and Electronics Engineering, Cum Laude Graduate
Wilson Hall School 1985 — 1989
High School, Distinguished Honor Graduate and Salutatorian
Eaton August 2008 - Present
Rast Dallery Engineering October 2007 - August 2008
Merrill Lynch November 2005 - July 2007
Eaton June 2004 - November 2005
Eaton August 2001 - May 2004
Eaton Cutler Hammer June 2000 - August 2001
Farmers Telephone Cooperative June 1994 - June 2000
Skills
Electrical Engineering, Product Management, Project Management, Solar Energy, Power Distribution, Electronics
Education
University of South Carolina - Darla Moore School of Business 1997 — 2000
Master of Business Administration (MBA)
Clemson University 1989 — 1993
Bachelor of Science (BS), Electrical and Electronics Engineering, Cum Laude Graduate
Wilson Hall School 1985 — 1989
High School, Distinguished Honor Graduate and Salutatorian
Yuxiao Yang Yuxiao Yang's Merrill Lynch Experience June 2011 - August 2011
Job Director of Finance at DoubleTree by Hilton
Industry Financial Services
Experience
DoubleTree by Hilton June 2014 - Present
California Benefit Planners January 2014 - June 2014
UBS January 2013 - June 2013
Merrill Lynch June 2011 - August 2011
China Merchants Bank August 2008 - November 2008
Skills
•In depth knowledge of..., •Superior..., •Proven experience in..., •FRM(Financial risk..., Mutual Funds, Investments, Mortgage Lending, Financial Analysis, Finance, Accounting, Budgets, Equities, Strategic Financial..., Portfolio Management, Financial Modeling, Corporate Finance, Valuation, Financial Planning, Microsoft Excel
Education
Clark University 2010 — 2012
MSF, Finance, General
York University 2008 — 2009
Finance, General
DoubleTree by Hilton June 2014 - Present
California Benefit Planners January 2014 - June 2014
UBS January 2013 - June 2013
Merrill Lynch June 2011 - August 2011
China Merchants Bank August 2008 - November 2008
Skills
•In depth knowledge of..., •Superior..., •Proven experience in..., •FRM(Financial risk..., Mutual Funds, Investments, Mortgage Lending, Financial Analysis, Finance, Accounting, Budgets, Equities, Strategic Financial..., Portfolio Management, Financial Modeling, Corporate Finance, Valuation, Financial Planning, Microsoft Excel
Education
Clark University 2010 — 2012
MSF, Finance, General
York University 2008 — 2009
Finance, General
Jim Blume Jim Blume's Merrill Lynch Experience December 2001 - January 2003
Job Real Estate Acquisition
Industry Real Estate
Experience
DR Horton March 2012 - April 2014
First Savers Bank August 2004 - February 2012
Upstate SC Alliance February 2003 - February 2004
Merrill Lynch December 2001 - January 2003
ARCADIS March 1995 - November 2001
Skills
Credit, Commercial Lending, Banking, Commercial Banking, Loans, Business Development, Finance, Credit Analysis
Education
Clemson University 1989 — 1993
Bachelor of Science (BS), Civil Engineering
DR Horton March 2012 - April 2014
First Savers Bank August 2004 - February 2012
Upstate SC Alliance February 2003 - February 2004
Merrill Lynch December 2001 - January 2003
ARCADIS March 1995 - November 2001
Skills
Credit, Commercial Lending, Banking, Commercial Banking, Loans, Business Development, Finance, Credit Analysis
Education
Clemson University 1989 — 1993
Bachelor of Science (BS), Civil Engineering
Saverino Spagnolo Saverino Spagnolo's Merrill Lynch Experience June 2012 - August 2012
Job Student at Clarkson University
Industry Financial Services
Experience
Sergi's Restaurant September 2009 - Present
Clarkson University August 2009 - Present
Merrill Lynch June 2012 - August 2012
True Bijoux Ottawa, ON March 2006 - July 2009
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Outlook, Public Speaking, Social Media, Research, Customer Service, Inventor, Data Analysis, Leadership, Project Management
Education
Clarkson University 2009 — 2013
Bachelor of Science (BS), Financial Information & Analysis
Sergi's Restaurant September 2009 - Present
Clarkson University August 2009 - Present
Merrill Lynch June 2012 - August 2012
True Bijoux Ottawa, ON March 2006 - July 2009
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Outlook, Public Speaking, Social Media, Research, Customer Service, Inventor, Data Analysis, Leadership, Project Management
Education
Clarkson University 2009 — 2013
Bachelor of Science (BS), Financial Information & Analysis
Samuel Bell Samuel Bell's Merrill Lynch Experience April 1999 - August 2008
Job Managing Director, Sr. Financial Advisor
Industry Financial Services
Experience
Private Wealth Insurance Group (SBA) August 2008 - Present
Merrill Lynch April 1999 - August 2008
TIAA-CREF May 2000 - March 2006
Bank of America July 1996 - April 1999
Millennium Global Investments January 1988 - July 1996
Skills
Personal Finance, Business Planning, Wealth Preservation..., Insurance, Strategic Financial..., Investments, Financial Advisory, Securities, Marketing Strategy, Marketing, Human Resources, Financial Analysis, Corporate Finance, Certified Financial..., Sales Management, Trade Sales, National Sales Training, National Accounts, Wealth Management, Business Development, Leadership, Financial Services, Finance, Portfolio Management, Recruiting, CRM, Wealth, Training, Analysis, Strategy, Project Planning, Accounting, Process Improvement, Management, Fixed Annuities, Life Insurance, Sales, Banking, Employee Benefits, Small Business, Executive Management, Budgets, Cross-functional Team..., Strategic Planning, Long-term Care, Mutual Funds, Customer Satisfaction, Mergers & Acquisitions, New Business Development, Retirement
Education
Duke University 2001 — 2003
Executive Masters, Financial Planning
University of Pennsylvania - The Wharton School 1999 — 2000
Executive, Private Wealth Management
Clark Atlanta University 1993 — 1996
B.A., Business
Private Wealth Insurance Group (SBA) August 2008 - Present
Merrill Lynch April 1999 - August 2008
TIAA-CREF May 2000 - March 2006
Bank of America July 1996 - April 1999
Millennium Global Investments January 1988 - July 1996
Skills
Personal Finance, Business Planning, Wealth Preservation..., Insurance, Strategic Financial..., Investments, Financial Advisory, Securities, Marketing Strategy, Marketing, Human Resources, Financial Analysis, Corporate Finance, Certified Financial..., Sales Management, Trade Sales, National Sales Training, National Accounts, Wealth Management, Business Development, Leadership, Financial Services, Finance, Portfolio Management, Recruiting, CRM, Wealth, Training, Analysis, Strategy, Project Planning, Accounting, Process Improvement, Management, Fixed Annuities, Life Insurance, Sales, Banking, Employee Benefits, Small Business, Executive Management, Budgets, Cross-functional Team..., Strategic Planning, Long-term Care, Mutual Funds, Customer Satisfaction, Mergers & Acquisitions, New Business Development, Retirement
Education
Duke University 2001 — 2003
Executive Masters, Financial Planning
University of Pennsylvania - The Wharton School 1999 — 2000
Executive, Private Wealth Management
Clark Atlanta University 1993 — 1996
B.A., Business
Lynne Mancini Lynne Mancini's Merrill Lynch Experience August 2005 - April 2008
Job Vice President Bank of New York Mellon eCommerce Product Management
Industry Capital Markets
Experience
BNY Mellon- Global Markets February 2013 - Present
BONDDESK TRADING LLC July 2011 - January 2013
Wall Street Access May 2010 - August 2011
BondDesk Group LLC 2008 - May 2010
Merrill Lynch August 2005 - April 2008
SALOMON SMITH BARNEY, INC June 2001 - August 2001
Skills
Trading, Bloomberg, Series 24, Securities, Trading Systems, Derivatives, Capital Markets, Market Data, Hedge Funds, Electronic Trading, Fixed Income
Education
Clemson University
MBA
University of Massachusetts, Amherst 1997 — 2002
BA, Finance
Università per Stranieri di Siena
Bachelor of Arts
BNY Mellon- Global Markets February 2013 - Present
BONDDESK TRADING LLC July 2011 - January 2013
Wall Street Access May 2010 - August 2011
BondDesk Group LLC 2008 - May 2010
Merrill Lynch August 2005 - April 2008
SALOMON SMITH BARNEY, INC June 2001 - August 2001
Skills
Trading, Bloomberg, Series 24, Securities, Trading Systems, Derivatives, Capital Markets, Market Data, Hedge Funds, Electronic Trading, Fixed Income
Education
Clemson University
MBA
University of Massachusetts, Amherst 1997 — 2002
BA, Finance
Università per Stranieri di Siena
Bachelor of Arts
Jose de Quesada's Merrill Lynch Experience October 1999 - June 2002
Job VP Overall SIT Test Manager Digital Testing Services at Citigroup Latin America
Industry Banking
Experience
Citicorp NA June 2004 - Present
Merrill Lynch October 1999 - June 2002
EDS Group March 1996 - October 1999
American Express Bank June 1992 - March 1996
Skills
SDLC, Test Planning, Testing, User Acceptance Testing, Quality Center, Project Management, Risk Management, Business Requirements, Banking, Credit Cards, Requirements Analysis, Software Project..., Requirements Gathering, Software Quality..., Software Documentation, SharePoint, MS Project
Education
University of Florida 1991 — 1991
None, Computer Science
University of Florida 1988 — 1991
B.S., Computer Science
Florida International University 1987 — 1988
none, Computer Science
Clark University 1985 — 1987
none, Computer Science
Citicorp NA June 2004 - Present
Merrill Lynch October 1999 - June 2002
EDS Group March 1996 - October 1999
American Express Bank June 1992 - March 1996
Skills
SDLC, Test Planning, Testing, User Acceptance Testing, Quality Center, Project Management, Risk Management, Business Requirements, Banking, Credit Cards, Requirements Analysis, Software Project..., Requirements Gathering, Software Quality..., Software Documentation, SharePoint, MS Project
Education
University of Florida 1991 — 1991
None, Computer Science
University of Florida 1988 — 1991
B.S., Computer Science
Florida International University 1987 — 1988
none, Computer Science
Clark University 1985 — 1987
none, Computer Science
Jesse Tate Jesse Tate's Merrill Lynch Experience 1990 - 1994
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1994 - Present
Merrill Lynch 1990 - 1994
Skills
Investments, Financial Services, Finance, Retirement Planning, Customer Service, Mutual Funds, Risk Management, Financial Advisory, Asset Allocation
Education
University of South Carolina-Columbia 1978 — 1980
Master of Business Administration (MBA)
Clemson University 1975 — 1978
Bachelor of Arts (BA), English
Sewanee Military Academy 1968 — 1970
Wells Fargo Advisors, LLC 1994 - Present
Merrill Lynch 1990 - 1994
Skills
Investments, Financial Services, Finance, Retirement Planning, Customer Service, Mutual Funds, Risk Management, Financial Advisory, Asset Allocation
Education
University of South Carolina-Columbia 1978 — 1980
Master of Business Administration (MBA)
Clemson University 1975 — 1978
Bachelor of Arts (BA), English
Sewanee Military Academy 1968 — 1970
Chase Fuchs Chase Fuchs's Merrill Lynch Experience June 2013 - August 2013
Job Assistant Coach Men's Hockey NCAA Division 3 at Adrian College
Industry Financial Services
Experience
Adrian College July 2015 - Present
USA Hockey July 2014 - Present
Mount Royal University August 2014 - July 2015
Hockey Alberta January 2015 - May 2015
Clarkson University 2010 - 2014
Merrill Lynch June 2013 - August 2013
Skills
PowerPoint, Customer Service, Public Speaking, Microsoft Office, Microsoft Excel, Banking, Microsoft Word, Teamwork, Access, Coaching, Team Leadership, Social Networking, Research, Event Planning
Education
Clarkson University 2010 — 2014
Bachelor of Science (BS), With Distinction, Financial Information and Analysis, Minor in Pre Law Studies, Graduate
St. Mary's High School 2004 — 2008
Adrian College July 2015 - Present
USA Hockey July 2014 - Present
Mount Royal University August 2014 - July 2015
Hockey Alberta January 2015 - May 2015
Clarkson University 2010 - 2014
Merrill Lynch June 2013 - August 2013
Skills
PowerPoint, Customer Service, Public Speaking, Microsoft Office, Microsoft Excel, Banking, Microsoft Word, Teamwork, Access, Coaching, Team Leadership, Social Networking, Research, Event Planning
Education
Clarkson University 2010 — 2014
Bachelor of Science (BS), With Distinction, Financial Information and Analysis, Minor in Pre Law Studies, Graduate
St. Mary's High School 2004 — 2008
Natasha Gay MBA, CFP®, CRPC® Natasha Gay MBA, CFP®, CRPC®'s Merrill Lynch Experience June 2007 - April 2011
Job Bank Examiner/ Faculty Instructor
Industry Banking
Experience
Federal Reserve Bank of Dallas October 2014 - Present
University of Phoenix April 2011 - Present
USAA April 2011 - October 2014
Merrill Lynch June 2007 - April 2011
AT&T June 2004 - June 2007
LEE HILL TAX January 1998 - March 2003
Skills
Finance, Cross-functional Team..., Risk Management, Strategic Financial..., Management, Process Improvement, Investments, Strategic Planning, Portfolio Management, Wealth Management, Retirement Planning, CRM, Marketing, Business Development, Series 7, Sales, Leadership Development, Training and Development, Financial Advisory, Coaching, Mentoring, Strategy, Communication, Presentation, Certified Financial..., Estate Planning, Investment Advisory, Leadership, Analysis, Training, Banking, Financial Services, Forecasting, Insurance
Education
The American College 2013 — 2013
Certificate in Financial Planning
Clark Atlanta University 2003 — 2005
MBA, Finance
Oklahoma State University 1998 — 2002
Bachelor, Finance
Federal Reserve Bank of Dallas October 2014 - Present
University of Phoenix April 2011 - Present
USAA April 2011 - October 2014
Merrill Lynch June 2007 - April 2011
AT&T June 2004 - June 2007
LEE HILL TAX January 1998 - March 2003
Skills
Finance, Cross-functional Team..., Risk Management, Strategic Financial..., Management, Process Improvement, Investments, Strategic Planning, Portfolio Management, Wealth Management, Retirement Planning, CRM, Marketing, Business Development, Series 7, Sales, Leadership Development, Training and Development, Financial Advisory, Coaching, Mentoring, Strategy, Communication, Presentation, Certified Financial..., Estate Planning, Investment Advisory, Leadership, Analysis, Training, Banking, Financial Services, Forecasting, Insurance
Education
The American College 2013 — 2013
Certificate in Financial Planning
Clark Atlanta University 2003 — 2005
MBA, Finance
Oklahoma State University 1998 — 2002
Bachelor, Finance
Sharon Correll's Merrill Lynch Experience May 2010 - August 2010
Job Imports Payment Analyst at Dick's Sporting Goods
Industry Retail
Experience
DICK'S Sporting Goods March 2014 - Present
Dick's Sporting Goods July 2012 - March 2014
Dick's Sporting Goods May 2011 - July 2012
Merrill Lynch May 2010 - August 2010
Ligonier Camp & Conference Center June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, PeopleSoft, Organization, Time Management, Customer Service, AP Matching, Invoicing, Analysis
Education
Clarion University of Pennsylvania 2012 — 2015
Master of Business Administration (M.B.A.)
Clarion University of Pennsylvania 2007 — 2011
Bachelor of Science & Business Administration, Personal Financial Planning & Corporate Finance
Clarion University of Pennsylvania
Minor, Psychology
DICK'S Sporting Goods March 2014 - Present
Dick's Sporting Goods July 2012 - March 2014
Dick's Sporting Goods May 2011 - July 2012
Merrill Lynch May 2010 - August 2010
Ligonier Camp & Conference Center June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, PeopleSoft, Organization, Time Management, Customer Service, AP Matching, Invoicing, Analysis
Education
Clarion University of Pennsylvania 2012 — 2015
Master of Business Administration (M.B.A.)
Clarion University of Pennsylvania 2007 — 2011
Bachelor of Science & Business Administration, Personal Financial Planning & Corporate Finance
Clarion University of Pennsylvania
Minor, Psychology
Dan Grimes Dan Grimes's Merrill Lynch Experience May 2008 - August 2008
Job Senior Associate at CBRE
Industry Real Estate
Experience
CBRE May 2014 - Present
Bank of America June 2010 - April 2014
National Interest Security Company (NISC) May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Portfolio Management, Credit, Financial Risk, Valuation, Trading, Investments, Finance, FX Options, Banking, Derivatives, Capital Markets
Education
Clemson University 2006 — 2010
BS, Financial Management
Argus Training
CBRE May 2014 - Present
Bank of America June 2010 - April 2014
National Interest Security Company (NISC) May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Portfolio Management, Credit, Financial Risk, Valuation, Trading, Investments, Finance, FX Options, Banking, Derivatives, Capital Markets
Education
Clemson University 2006 — 2010
BS, Financial Management
Argus Training
Lorie Hale Lorie Hale's Merrill Lynch Experience August 1999 - May 2001
Job Accounts Payable Processor at Speedway LLC
Industry Retail
Experience
Speedway LLC September 2014 - Present
Merrill Lynch August 1999 - May 2001
Casual Corner September 1985 - August 1999
Skills
Customer Service, Time Management, Management, Accounts Payable, Teamwork, Data Entry, Financial Analysis, Inventory Management, Team Building, Business Strategy, Leadership Development, Organizational..., Fundraising, Continuous Improvement, Leadership, Marketing, Networking, Community Outreach, Retail, Sales, Sales Management, Training, Volunteer Management, Visual Merchandising, Youth Ministry, Microsoft Word, Microsoft Office
Education
Clark State Community College 1982 — 1983
Business management
Wright State University 1980 — 1982
Elementary Education/Business Management
Speedway LLC September 2014 - Present
Merrill Lynch August 1999 - May 2001
Casual Corner September 1985 - August 1999
Skills
Customer Service, Time Management, Management, Accounts Payable, Teamwork, Data Entry, Financial Analysis, Inventory Management, Team Building, Business Strategy, Leadership Development, Organizational..., Fundraising, Continuous Improvement, Leadership, Marketing, Networking, Community Outreach, Retail, Sales, Sales Management, Training, Volunteer Management, Visual Merchandising, Youth Ministry, Microsoft Word, Microsoft Office
Education
Clark State Community College 1982 — 1983
Business management
Wright State University 1980 — 1982
Elementary Education/Business Management
Derek Stapleton's Merrill Lynch Experience April 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Stapleton Financial Services, LLC January 2012 - November 2012
Habersham Metal Products Company, Inc. June 2004 - December 2011
UBS Wealth Management June 2001 - June 2004
Skills
Forecasting, Financial Reporting, Managerial Finance, Risk Management, Portfolio Management, Investments, Financial Analysis, Accounting, Finance, Small Business, Investment Advisory, Financial Advisory, Wealth Management, Series 7, Asset Allocation, Retirement Planning, Strategic Financial..., Alternative Investments, Employee Benefits, High Net Worth..., Strategic Planning, Cash Management, Estate Planning, Leadership, Insurance
Education
Clemson University
Bachelor of Science (BS), Finance and Financial Management Services
Georgia Institute of Technology
The Art & Science of Leadership
University of Pennsylvania - The Wharton School
Investment Strategies and Portfolio Management
Merrill Lynch April 2013 - Present
Stapleton Financial Services, LLC January 2012 - November 2012
Habersham Metal Products Company, Inc. June 2004 - December 2011
UBS Wealth Management June 2001 - June 2004
Skills
Forecasting, Financial Reporting, Managerial Finance, Risk Management, Portfolio Management, Investments, Financial Analysis, Accounting, Finance, Small Business, Investment Advisory, Financial Advisory, Wealth Management, Series 7, Asset Allocation, Retirement Planning, Strategic Financial..., Alternative Investments, Employee Benefits, High Net Worth..., Strategic Planning, Cash Management, Estate Planning, Leadership, Insurance
Education
Clemson University
Bachelor of Science (BS), Finance and Financial Management Services
Georgia Institute of Technology
The Art & Science of Leadership
University of Pennsylvania - The Wharton School
Investment Strategies and Portfolio Management
Deepti Fernandes's Merrill Lynch Experience September 2003 - December 2003
Job Owner of Tantra Lounge Bar & Grill
Industry Financial Services
Experience
Tantra Lounge - Bar & Grill March 2014 - Present
Primerica 2013 - 2014
Al Safat Holding Company September 2007 - May 2012
Al Safat Investment Company May 2005 - September 2007
Northwestern Mutual July 2004 - December 2004
Merrill Lynch September 2003 - December 2003
Skills
Valuation, Investment Banking, Financial Modeling, Financial Analysis, Analysis, Business Planning, Investments, Strategy, Budgets, Portfolio Management, Mergers, Equities, Corporate Finance, Private Equity, Account Reconciliation, Due Diligence, Banking, Mutual Funds, Market Analysis, Microsoft Excel, Finance, Strategic Financial..., Bloomberg
Education
Clark University 2002 — 2004
Master of Science (MS), Finance
Symbiosis College of Arts & Commerce 1999 — 2002
Bachelor of Commerce (BCom), Accounting and Finance
Tantra Lounge - Bar & Grill March 2014 - Present
Primerica 2013 - 2014
Al Safat Holding Company September 2007 - May 2012
Al Safat Investment Company May 2005 - September 2007
Northwestern Mutual July 2004 - December 2004
Merrill Lynch September 2003 - December 2003
Skills
Valuation, Investment Banking, Financial Modeling, Financial Analysis, Analysis, Business Planning, Investments, Strategy, Budgets, Portfolio Management, Mergers, Equities, Corporate Finance, Private Equity, Account Reconciliation, Due Diligence, Banking, Mutual Funds, Market Analysis, Microsoft Excel, Finance, Strategic Financial..., Bloomberg
Education
Clark University 2002 — 2004
Master of Science (MS), Finance
Symbiosis College of Arts & Commerce 1999 — 2002
Bachelor of Commerce (BCom), Accounting and Finance
Bryan Scott Johnson Bryan Scott Johnson's Merrill Lynch Experience 1988 - 1989
Job Social Studies Teacher at Greenville County Schools
Industry Education Management
Experience
Mauldin High School; Mauldin, South Carolina (Greenville County Schools) 2007 - Present
Eastside High School; Taylors, South Carolina (Greenville County Schools) 2002 - 2007
Mauldin High School; Mauldin, South Carolina (Greenville County Schools) 1996 - 2002
Lower Richland High School; Hopkins, South Carolina (Richland County School District One) 1993 - 1996
South Caroliniana Library; Columbia, South Carolina 1992 - 1993
Clemson University 1990 - 1992
Merrill Lynch 1988 - 1989
Merrill Lynch 1987 - 1988
Merrill Lynch 1986 - 1987
Dun & Bradstreet 1984 - 1986
Skills
Historical Research, Genealogical Research, Historical Education..., Archival Research, American History, Imperial Russian History, Medieval History, Colonial American..., American Revolution, History, Curriculum Design, Russian History, Social Studies, Classroom, Genealogy, Leadership, Public Speaking, Leadership Development, Research, Teaching, Educational Technology, World History, Educational Leadership, Curriculum Development, Training, Teacher Training, Grant Writing, Instructional Technology, Nonprofits, Tutoring
Education
The Society of the Cincinnati
American Revolution Institute (Master Teachers Fellows Program)
Clemson University
Watson-Brown Teacher Institute: The Era of the American Revolutionary War in the South
University of South Carolina-Columbia 1992 — 1993
Postgraduate Studies in American History
Clemson University 1990 — 1992
Master of Arts (M.A.), History
Clemson University 1977 — 1981
Bachelor of Science (B.S.), Administrative Management
Greenville Senior High School 1973 — 1977
Diploma, University Preparatory
Mauldin High School; Mauldin, South Carolina (Greenville County Schools) 2007 - Present
Eastside High School; Taylors, South Carolina (Greenville County Schools) 2002 - 2007
Mauldin High School; Mauldin, South Carolina (Greenville County Schools) 1996 - 2002
Lower Richland High School; Hopkins, South Carolina (Richland County School District One) 1993 - 1996
South Caroliniana Library; Columbia, South Carolina 1992 - 1993
Clemson University 1990 - 1992
Merrill Lynch 1988 - 1989
Merrill Lynch 1987 - 1988
Merrill Lynch 1986 - 1987
Dun & Bradstreet 1984 - 1986
Skills
Historical Research, Genealogical Research, Historical Education..., Archival Research, American History, Imperial Russian History, Medieval History, Colonial American..., American Revolution, History, Curriculum Design, Russian History, Social Studies, Classroom, Genealogy, Leadership, Public Speaking, Leadership Development, Research, Teaching, Educational Technology, World History, Educational Leadership, Curriculum Development, Training, Teacher Training, Grant Writing, Instructional Technology, Nonprofits, Tutoring
Education
The Society of the Cincinnati
American Revolution Institute (Master Teachers Fellows Program)
Clemson University
Watson-Brown Teacher Institute: The Era of the American Revolutionary War in the South
University of South Carolina-Columbia 1992 — 1993
Postgraduate Studies in American History
Clemson University 1990 — 1992
Master of Arts (M.A.), History
Clemson University 1977 — 1981
Bachelor of Science (B.S.), Administrative Management
Greenville Senior High School 1973 — 1977
Diploma, University Preparatory
D. Andrew Neese D. Andrew Neese's Merrill Lynch Experience May 2004 - February 2012
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2013 - October 2014
Merrill Lynch May 2004 - February 2012
Bear Stearns September 1997 - May 2004
Bear Stearns September 1997 - June 2000
Toronto Dominion October 1997 - March 1999
Papps Capital Management May 1993 - October 1997
Columbia University September 1990 - May 1993
Skills
Prime Brokerage, Relationship Management, Equity Capital Markets, Securities Operations, Revenue Enhancement, Organic Growth..., Series 7, Hedge Funds, Securities, Credit Derivatives, Fixed Income, Investment Banking, Equities, Financial Services, Derivatives, Portfolio Management, Alternative Investments, FX Options, Middle Office, Trading, Options, Financial Risk, Settlement, Structured Products, Series 63, Swaps, Trading Systems, Asset Management, Bloomberg, Capital Markets, Bonds, Electronic Trading, Finance, FINRA, Financial Markets, Mergers, Securities Lending, Equity Derivatives
Education
Clarkson University 1985 — 1990
BS, Management and Economics
Clarkson University-Snell School of Management
Bachelor of Science, Management and Finance
Bank of America Merrill Lynch August 2013 - October 2014
Merrill Lynch May 2004 - February 2012
Bear Stearns September 1997 - May 2004
Bear Stearns September 1997 - June 2000
Toronto Dominion October 1997 - March 1999
Papps Capital Management May 1993 - October 1997
Columbia University September 1990 - May 1993
Skills
Prime Brokerage, Relationship Management, Equity Capital Markets, Securities Operations, Revenue Enhancement, Organic Growth..., Series 7, Hedge Funds, Securities, Credit Derivatives, Fixed Income, Investment Banking, Equities, Financial Services, Derivatives, Portfolio Management, Alternative Investments, FX Options, Middle Office, Trading, Options, Financial Risk, Settlement, Structured Products, Series 63, Swaps, Trading Systems, Asset Management, Bloomberg, Capital Markets, Bonds, Electronic Trading, Finance, FINRA, Financial Markets, Mergers, Securities Lending, Equity Derivatives
Education
Clarkson University 1985 — 1990
BS, Management and Economics
Clarkson University-Snell School of Management
Bachelor of Science, Management and Finance
Ruby Dinh's Merrill Lynch Experience September 2009 - December 2009
Job Marketing Analyst at L.L.Bean
Industry Apparel & Fashion
Experience
L.L.Bean February 2015 - Present
Tommy Hilfiger September 2011 - February 2015
Tommy Hilfiger July 2011 - September 2011
MLKJ-BEC March 2011 - May 2011
Clark Labs for Cartographic Technologies and Geographic Analysis January 2007 - May 2011
Merrill Lynch September 2009 - December 2009
Davis Project for Peace May 2009 - July 2009
Compassion International July 2008 - August 2008
Boston Chinatown Neighborhood Center June 2007 - August 2007
Skills
Bloomberg, SPSS, Island Pacific, Business Objects, Data Mining, Direct Marketing, Analytics, Market Research, Analysis, CRM, PowerPoint, Digital Marketing, Microsoft Excel, Marketing, Social Media, Marketing Strategy, Data Analysis, Research, Email Marketing, Financial Analysis
Education
Clark University Graduate School of Management 2010 — 2011
MBA, Finance
Clark University 2006 — 2010
Bachelor of Arts, Management & Entrepreneurship
National Taiwan Normal University 2008 — 2008
Language Summer Course
L.L.Bean February 2015 - Present
Tommy Hilfiger September 2011 - February 2015
Tommy Hilfiger July 2011 - September 2011
MLKJ-BEC March 2011 - May 2011
Clark Labs for Cartographic Technologies and Geographic Analysis January 2007 - May 2011
Merrill Lynch September 2009 - December 2009
Davis Project for Peace May 2009 - July 2009
Compassion International July 2008 - August 2008
Boston Chinatown Neighborhood Center June 2007 - August 2007
Skills
Bloomberg, SPSS, Island Pacific, Business Objects, Data Mining, Direct Marketing, Analytics, Market Research, Analysis, CRM, PowerPoint, Digital Marketing, Microsoft Excel, Marketing, Social Media, Marketing Strategy, Data Analysis, Research, Email Marketing, Financial Analysis
Education
Clark University Graduate School of Management 2010 — 2011
MBA, Finance
Clark University 2006 — 2010
Bachelor of Arts, Management & Entrepreneurship
National Taiwan Normal University 2008 — 2008
Language Summer Course
Jeff Brownell Jeff Brownell's Merrill Lynch Experience January 1984 - April 1986
Job Owner at Johns Brook Company
Industry Construction
Experience
Johns Brook Company April 1986 - Present
Merrill Lynch January 1984 - April 1986
Education
Clarkson University 1978 — 1982
MBA, Business
Clarkson University
B.S., Biology
Johns Brook Company April 1986 - Present
Merrill Lynch January 1984 - April 1986
Education
Clarkson University 1978 — 1982
MBA, Business
Clarkson University
B.S., Biology
Jason North Jason North's Merrill Lynch Experience May 2012 - November 2012
Job Laboratory Operations Manager at Memorial Sloan Kettering Cancer Center
Industry Hospital & Health Care
Experience
Memorial Sloan Kettering Cancer Center May 2015 - Present
Memorial Sloan-Kettering Cancer Center March 2013 - December 2014
Merrill Lynch May 2012 - November 2012
The Cancer Institute of New Jersey July 2010 - May 2012
Roswell Park Cancer Institute December 2005 - July 2010
Skills
Clinical Research, Lifesciences, Data Analysis, Biotechnology, Cancer, Research, Grant Writing, Analysis, Science, Molecular Biology, Grants, Public Speaking, Teaching, Healthcare, Process Improvement, Management, Project Management, Cross-functional Team..., Leadership, Process Optimization, Cross-functional..., Business Development, Life Sciences, Operations Management
Education
Clarkson University 1989 — 1993
B.S., Chemistry
Memorial Sloan Kettering Cancer Center May 2015 - Present
Memorial Sloan-Kettering Cancer Center March 2013 - December 2014
Merrill Lynch May 2012 - November 2012
The Cancer Institute of New Jersey July 2010 - May 2012
Roswell Park Cancer Institute December 2005 - July 2010
Skills
Clinical Research, Lifesciences, Data Analysis, Biotechnology, Cancer, Research, Grant Writing, Analysis, Science, Molecular Biology, Grants, Public Speaking, Teaching, Healthcare, Process Improvement, Management, Project Management, Cross-functional Team..., Leadership, Process Optimization, Cross-functional..., Business Development, Life Sciences, Operations Management
Education
Clarkson University 1989 — 1993
B.S., Chemistry
Josephine Pegues's Merrill Lynch Experience April 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Carolinas Wealth Management December 2013 - April 2015
Clemson University August 2013 - December 2013
Strossner’s Bakery October 2009 - June 2013
Education
The Citadel 2015 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Clemson University 2010 — 2014
Bachelor of Science, Financial Management, Senior
Merrill Lynch April 2015 - Present
Carolinas Wealth Management December 2013 - April 2015
Clemson University August 2013 - December 2013
Strossner’s Bakery October 2009 - June 2013
Education
The Citadel 2015 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Clemson University 2010 — 2014
Bachelor of Science, Financial Management, Senior
Tuangsit Sittisuntorn Tuangsit Sittisuntorn's Merrill Lynch Experience December 2013 - April 2014
Job Graduate of Clemson University
Industry Financial Services
Experience
Clemson University August 2014 - Present
Merrill Lynch December 2013 - April 2014
BlueCross BlueShield of South Carolina January 2011 - December 2011
Skills
Visio, Business Analysis, Microsoft Excel, Access Database, SQL, Outlook, PowerPoint, Microsoft Word, VBA, Visual Basic, Solidworks, Arena Simulation..., Minitab
Education
Clemson University 2014 — 2016
Master of Business Administration (M.B.A.)
Clemson University 2008 — 2013
Bachelor's Degree, Industrial Engineering, 3.71/4.0
Clemson University August 2014 - Present
Merrill Lynch December 2013 - April 2014
BlueCross BlueShield of South Carolina January 2011 - December 2011
Skills
Visio, Business Analysis, Microsoft Excel, Access Database, SQL, Outlook, PowerPoint, Microsoft Word, VBA, Visual Basic, Solidworks, Arena Simulation..., Minitab
Education
Clemson University 2014 — 2016
Master of Business Administration (M.B.A.)
Clemson University 2008 — 2013
Bachelor's Degree, Industrial Engineering, 3.71/4.0
Millicent P. Eubanks's Merrill Lynch Experience May 2006 - August 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2010 - Present
Merrill Lynch May 2006 - August 2010
Smith Barney 1989 - 2006
Bowie State University 1988 - 1989
Don Tennant Advertising 1986 - 1988
Beatrice U.S. Food Corp 1984 - 1986
Leo Burnett Company 1981 - 1983
Atlanta Journal-Constitution, Atlanta Newspapers, Inc 1980 - 1981
Skills
Asset Allocation, Retirement Planning, Estate Planning, Investments, Mutual Funds, Wealth Management, Financial Goals, Strategic Financial..., Separately Managed..., Education Funding, Investment Management, Investment Advisory, Asset Managment, Asset Transfer..., Investment and..., Wealth Preservation..., 401k Rollovers, Risk Management, Deferred Compensation..., Tax Efficient..., Endowments and..., Endowments and..., Investment Management..., Variable and Fixed..., Insurance - Life,...
Education
Georgetown University 2005 — 2005
Advanced Certficate, Financial Planning
Clark Atlanta University 1979 — 1981
MBA, Marketing
Spelman College 1974 — 1978
BA, Political Science, English
Wells Fargo Advisors July 2010 - Present
Merrill Lynch May 2006 - August 2010
Smith Barney 1989 - 2006
Bowie State University 1988 - 1989
Don Tennant Advertising 1986 - 1988
Beatrice U.S. Food Corp 1984 - 1986
Leo Burnett Company 1981 - 1983
Atlanta Journal-Constitution, Atlanta Newspapers, Inc 1980 - 1981
Skills
Asset Allocation, Retirement Planning, Estate Planning, Investments, Mutual Funds, Wealth Management, Financial Goals, Strategic Financial..., Separately Managed..., Education Funding, Investment Management, Investment Advisory, Asset Managment, Asset Transfer..., Investment and..., Wealth Preservation..., 401k Rollovers, Risk Management, Deferred Compensation..., Tax Efficient..., Endowments and..., Endowments and..., Investment Management..., Variable and Fixed..., Insurance - Life,...
Education
Georgetown University 2005 — 2005
Advanced Certficate, Financial Planning
Clark Atlanta University 1979 — 1981
MBA, Marketing
Spelman College 1974 — 1978
BA, Political Science, English
Adam Chambers Adam Chambers's Merrill Lynch Experience 2012 - 2013
Job Financial Advisor at Yoder Financial Services
Industry Financial Services
Experience
Yoder Financial Services June 2013 - Present
Merrill Lynch 2012 - 2013
Skills
Strategic Financial..., Insurance, Investments, Finance, Fixed Annuities, Financial Analysis, Financial Reporting, Life Insurance, Accounting, Small Business, Retirement Planning, Underwriting, Disability Insurance
Education
Saginaw Valley State University 2008 — 2010
BBA, Finance
Clearwater Christian College 2004 — 2006
Bachelor's Degree
Faith Baptist School
Yoder Financial Services June 2013 - Present
Merrill Lynch 2012 - 2013
Skills
Strategic Financial..., Insurance, Investments, Finance, Fixed Annuities, Financial Analysis, Financial Reporting, Life Insurance, Accounting, Small Business, Retirement Planning, Underwriting, Disability Insurance
Education
Saginaw Valley State University 2008 — 2010
BBA, Finance
Clearwater Christian College 2004 — 2006
Bachelor's Degree
Faith Baptist School
Susan Devereaux Susan Devereaux's Merrill Lynch Experience March 1999 - June 2000
Job Owner, S.E.D. Services, LLC
Industry Executive Office
Experience
S.E.D. Services, LLC August 2004 - Present
The Millennium Group, LLC 2004 - 2008
EAresource April 2001 - September 2004
Merrill Lynch March 1999 - June 2000
Skills
Office Management, Administrative..., Office Administration, Event Planning, Newsletters, Customer Service, Data Entry, Social Media, Social Networking, Travel Arrangements, Email Marketing, PowerPoint, Blogging, Outlook, Proofreading, Editing, Microsoft Office, Executive Support, Management, Small Business, Strategy, Human Resources, Sales, Training
Education
Clarion University of Pennsylvania 1968 — 1972
Bachelor of Science, Secondary Education, French and German
S.E.D. Services, LLC August 2004 - Present
The Millennium Group, LLC 2004 - 2008
EAresource April 2001 - September 2004
Merrill Lynch March 1999 - June 2000
Skills
Office Management, Administrative..., Office Administration, Event Planning, Newsletters, Customer Service, Data Entry, Social Media, Social Networking, Travel Arrangements, Email Marketing, PowerPoint, Blogging, Outlook, Proofreading, Editing, Microsoft Office, Executive Support, Management, Small Business, Strategy, Human Resources, Sales, Training
Education
Clarion University of Pennsylvania 1968 — 1972
Bachelor of Science, Secondary Education, French and German
Christine West Christine West's Merrill Lynch Experience September 2013 - Present
Job Client Relationship Manager
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Merrill Lynch June 2005 - Present
Bank of America June 2005 - June 2008
Bay State Savings Bank 2001 - 2005
Skills
Series 7, Mortgage Lending, Series 63, Series 6, Wealth Management, Loans, Credit, Investments, Banking, Mutual Funds, Retirement Planning, Private Banking, Securities
Education
Clark University 2001 — 2005
Masters Degree, Business Administration
Plymouth State University 1997 — 2001
Bachelors Degree, Business
Merrill Lynch September 2013 - Present
Merrill Lynch June 2005 - Present
Bank of America June 2005 - June 2008
Bay State Savings Bank 2001 - 2005
Skills
Series 7, Mortgage Lending, Series 63, Series 6, Wealth Management, Loans, Credit, Investments, Banking, Mutual Funds, Retirement Planning, Private Banking, Securities
Education
Clark University 2001 — 2005
Masters Degree, Business Administration
Plymouth State University 1997 — 2001
Bachelors Degree, Business
Victor Chien Victor Chien's Merrill Lynch Experience June 2011 - August 2011
Job Credit Products Group Analyst at BBVA Compass
Industry Financial Services
Experience
BBVA Compass July 2015 - Present
Union Bank May 2014 - July 2015
Wells Fargo November 2013 - May 2014
Wells Fargo October 2012 - October 2013
Wells Fargo June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Loan Origination, Mortgage Banking, Mortgage Lending, Finance, Residential Mortgages, Refinance, Analysis, Credit, Financial Risk, Credit Analysis, Financial Analysis, Banking, Loans
Education
Claremont McKenna College 2008 — 2012
Bachelor of Arts, Economics-Accounting
Diamond Bar High School 2004 — 2008
BBVA Compass July 2015 - Present
Union Bank May 2014 - July 2015
Wells Fargo November 2013 - May 2014
Wells Fargo October 2012 - October 2013
Wells Fargo June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Loan Origination, Mortgage Banking, Mortgage Lending, Finance, Residential Mortgages, Refinance, Analysis, Credit, Financial Risk, Credit Analysis, Financial Analysis, Banking, Loans
Education
Claremont McKenna College 2008 — 2012
Bachelor of Arts, Economics-Accounting
Diamond Bar High School 2004 — 2008
Ly Vu Ly Vu's Merrill Lynch Experience April 2008 - May 2008
Job Business Analysis at VP Bank FE Credit
Industry Financial Services
Experience
Aeon Virture April 2014 - July 2014
VP Bank - FE Credit February 2013 - September 2013
FLCS November 2012 - January 2013
Long Vu LTD February 2012 - August 2012
CrossBorder Capital June 2011 - August 2011
Clarkson University August 2008 - May 2009
Merrill Lynch April 2008 - May 2008
Nagecco Construction Company June 2005 - July 2005
Skills
Matlab, Eviews, Excel VBA, Financial Analysis, Statistics, Access, Microsoft Office, SPSS, Corporate Finance, Data Analysis, Risk Management, Trading, Supply Chain Management, Financial Modeling, Analysis, PowerPoint, Research, Economics, Mergers, Time Management, Modeling, Teamwork, Problem Solving, Bloomberg, Excel, Business Planning, VBA, Microsoft Excel, Project Management, Finance
Education
Kent State University - Graduate School of Management 2010 — 2011
Master, Financial Engineering
University of North Carolina at Charlotte 2009 — 2010
Post-baccalaureate, Maths
Clarkson University 2008 — 2009
MBA, Finance
University of Technology Ho Chi Minh University of Technique is a centre of technology 2001 — 2006
Bachelor of Engineering, Civil Engineering
Aeon Virture April 2014 - July 2014
VP Bank - FE Credit February 2013 - September 2013
FLCS November 2012 - January 2013
Long Vu LTD February 2012 - August 2012
CrossBorder Capital June 2011 - August 2011
Clarkson University August 2008 - May 2009
Merrill Lynch April 2008 - May 2008
Nagecco Construction Company June 2005 - July 2005
Skills
Matlab, Eviews, Excel VBA, Financial Analysis, Statistics, Access, Microsoft Office, SPSS, Corporate Finance, Data Analysis, Risk Management, Trading, Supply Chain Management, Financial Modeling, Analysis, PowerPoint, Research, Economics, Mergers, Time Management, Modeling, Teamwork, Problem Solving, Bloomberg, Excel, Business Planning, VBA, Microsoft Excel, Project Management, Finance
Education
Kent State University - Graduate School of Management 2010 — 2011
Master, Financial Engineering
University of North Carolina at Charlotte 2009 — 2010
Post-baccalaureate, Maths
Clarkson University 2008 — 2009
MBA, Finance
University of Technology Ho Chi Minh University of Technique is a centre of technology 2001 — 2006
Bachelor of Engineering, Civil Engineering
Scott Grubin Scott Grubin's Merrill Lynch Experience January 2005 - December 2009
Job Of Counsel at Wigdor LLP
Industry Law Practice
Experience
WIGDOR LLP July 2013 - Present
Knight Capital Group June 2011 - June 2013
Porter Novelli (an Omnicom Group, Inc. Company) January 2010 - June 2011
Merrill Lynch January 2005 - December 2009
Merrill Lynch July 1998 - January 2005
GAF Corporation February 1996 - July 1998
Schatz & Schatz, Ribicoff & Kotkin September 1989 - February 1996
Skills
Talent Management, Employee Relations, Executive Pay, Human Resources, Performance Management, Investment Banking, Management, Employment Law, Employee Benefits, Personnel Management, Strategy, Deferred Compensation, Hiring, Recruiting, Litigation, Securities
Education
Syracuse University College of Law 1986 — 1989
JD, Law
Clark University 1982 — 1986
BA, Government
WIGDOR LLP July 2013 - Present
Knight Capital Group June 2011 - June 2013
Porter Novelli (an Omnicom Group, Inc. Company) January 2010 - June 2011
Merrill Lynch January 2005 - December 2009
Merrill Lynch July 1998 - January 2005
GAF Corporation February 1996 - July 1998
Schatz & Schatz, Ribicoff & Kotkin September 1989 - February 1996
Skills
Talent Management, Employee Relations, Executive Pay, Human Resources, Performance Management, Investment Banking, Management, Employment Law, Employee Benefits, Personnel Management, Strategy, Deferred Compensation, Hiring, Recruiting, Litigation, Securities
Education
Syracuse University College of Law 1986 — 1989
JD, Law
Clark University 1982 — 1986
BA, Government
Jamie Leehy's Merrill Lynch Experience January 2007 - May 2007
Job Director, Population Health Analytics & Provider Compensation at Reliant Medical Group
Industry Hospital & Health Care
Experience
Reliant Medical Group June 2015 - Present
Reliant Medical Group September 2014 - June 2015
Reliant Medical Group August 2013 - September 2014
Reliant Medical Group June 2011 - August 2013
Reliant Medical Group June 2007 - June 2011
Merrill Lynch January 2007 - May 2007
Skills
Process Improvement, Financial Analysis, Data Analysis, Risk Management, Financial Modeling, Microsoft Excel, Strategic Planning, Analysis, Project Management, Budgets, Healthcare, Access
Education
Clark University 2006 — 2008
Masters of Science, Finance
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Science, Mathematics & Statistics, Economics
Quabbin
Quabbin Regional
Reliant Medical Group June 2015 - Present
Reliant Medical Group September 2014 - June 2015
Reliant Medical Group August 2013 - September 2014
Reliant Medical Group June 2011 - August 2013
Reliant Medical Group June 2007 - June 2011
Merrill Lynch January 2007 - May 2007
Skills
Process Improvement, Financial Analysis, Data Analysis, Risk Management, Financial Modeling, Microsoft Excel, Strategic Planning, Analysis, Project Management, Budgets, Healthcare, Access
Education
Clark University 2006 — 2008
Masters of Science, Finance
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Science, Mathematics & Statistics, Economics
Quabbin
Quabbin Regional
Dave Colamarino's Merrill Lynch Experience May 2008 - June 2009
Job Account Manager at Philips Respironics
Industry Medical Devices
Experience
Philips Respironics April 2015 - Present
Thermal Industries, Inc. July 2014 - April 2015
ARAMARK May 2013 - June 2014
Gamma Sports October 2011 - March 2013
UBS July 2009 - May 2010
Merrill Lynch May 2008 - June 2009
Federated Investors November 2002 - March 2008
Skills
Account Management, Marketing, Sports, Sales, Customer Service, Direct Sales, Selling, Strategic Planning, Trade Shows, Cold Calling, Sales Operations, Leadership, New Business Development, Social Media Marketing, Sales Management, Team Building, Finance, Marketing Strategy
Education
Duquesne University 2010 — 2012
Master of Science, Sports Leadership
Clarion University of Pennsylvania 1998 — 2002
Bachelor of Science, Communications
Philips Respironics April 2015 - Present
Thermal Industries, Inc. July 2014 - April 2015
ARAMARK May 2013 - June 2014
Gamma Sports October 2011 - March 2013
UBS July 2009 - May 2010
Merrill Lynch May 2008 - June 2009
Federated Investors November 2002 - March 2008
Skills
Account Management, Marketing, Sports, Sales, Customer Service, Direct Sales, Selling, Strategic Planning, Trade Shows, Cold Calling, Sales Operations, Leadership, New Business Development, Social Media Marketing, Sales Management, Team Building, Finance, Marketing Strategy
Education
Duquesne University 2010 — 2012
Master of Science, Sports Leadership
Clarion University of Pennsylvania 1998 — 2002
Bachelor of Science, Communications
Laura Scaler Laura Scaler's Merrill Lynch Experience May 2002 - June 2004
Job Database Management and Control at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2013 - Present
Wachovia, A Wells Fargo Company January 2010 - December 2012
Wachovia, A Wells Fargo Company April 2006 - December 2009
Pershing June 2004 - May 2006
Merrill Lynch May 2002 - June 2004
Skills
Finance, Trading, Bonds, Middle Office, Fixed Income, Financial Risk, Equities, Credit, Bloomberg, Asset Management, Credit Derivatives, FINRA, Analysis, Financial Markets, Investments, Securities, Back Office, DTC, P&L Analysis, Capital Markets, Financial Services, Investment Banking, Options, SQL, Eagle PACE, Databases, Bloomberg AIM, Risk Management, Banking, Financial Analysis
Education
Clemson University 1997 — 2001
BS, Economics
TIAA-CREF January 2013 - Present
Wachovia, A Wells Fargo Company January 2010 - December 2012
Wachovia, A Wells Fargo Company April 2006 - December 2009
Pershing June 2004 - May 2006
Merrill Lynch May 2002 - June 2004
Skills
Finance, Trading, Bonds, Middle Office, Fixed Income, Financial Risk, Equities, Credit, Bloomberg, Asset Management, Credit Derivatives, FINRA, Analysis, Financial Markets, Investments, Securities, Back Office, DTC, P&L Analysis, Capital Markets, Financial Services, Investment Banking, Options, SQL, Eagle PACE, Databases, Bloomberg AIM, Risk Management, Banking, Financial Analysis
Education
Clemson University 1997 — 2001
BS, Economics
Akin Gabriel Akintayo Akin Gabriel Akintayo's Merrill Lynch Experience 2001 - 2004
Job Structured Networks CCVP, CCIE # 3763, PMP
Industry Information Technology and Services
Experience
Westchester County August 2005 - Present
Structured Networks February 1998 - Present
Health and Hospital Corp of New York October 2007 - November 2011
Merrill Lynch 2001 - 2004
Instinet Incorporated 1995 - 1998
IBM June 1992 - September 1995
Skills
Cisco Call Manager, Cisco Switches, CCIE, Load Balancing, QoS, IPSec, VoIP, Cisco Nexus, Wireless, MPLS, WAN, Firewalls, BGP, Security, OSPF, EIGRP, Cisco Technologies, Switches, Routers, Network Security, Network Architecture, CCNA, Network Design, Cisco VoIP, Project Management, Active Directory, CCNP, Cisco IOS, Cisco Routers, Cisco UCS, Cloud Computing, DNS, Data Center, Disaster Recovery, Ethernet, Frame Relay, IP, IT Management, ITIL, Information Security..., Integration, Juniper, LAN Switching, LAN-WAN, MPLS VPN, Network Administration, Network Engineering, Networking, Program Management, RIP
Education
Clark Atlanta University 1990 — 1992
Msc, Computer Science
University of Lagos 1987 — 1988
Master's degree, Mathematics
Obafemi Awolowo University 1982 — 1986
B.sc, Mathematics
GCL
Westchester County August 2005 - Present
Structured Networks February 1998 - Present
Health and Hospital Corp of New York October 2007 - November 2011
Merrill Lynch 2001 - 2004
Instinet Incorporated 1995 - 1998
IBM June 1992 - September 1995
Skills
Cisco Call Manager, Cisco Switches, CCIE, Load Balancing, QoS, IPSec, VoIP, Cisco Nexus, Wireless, MPLS, WAN, Firewalls, BGP, Security, OSPF, EIGRP, Cisco Technologies, Switches, Routers, Network Security, Network Architecture, CCNA, Network Design, Cisco VoIP, Project Management, Active Directory, CCNP, Cisco IOS, Cisco Routers, Cisco UCS, Cloud Computing, DNS, Data Center, Disaster Recovery, Ethernet, Frame Relay, IP, IT Management, ITIL, Information Security..., Integration, Juniper, LAN Switching, LAN-WAN, MPLS VPN, Network Administration, Network Engineering, Networking, Program Management, RIP
Education
Clark Atlanta University 1990 — 1992
Msc, Computer Science
University of Lagos 1987 — 1988
Master's degree, Mathematics
Obafemi Awolowo University 1982 — 1986
B.sc, Mathematics
GCL
Christian Lovera Christian Lovera's Merrill Lynch Experience January 1997 - May 2005
Job CEO ZEG USA
Industry Investment Banking
Experience
ZEG USA September 2012 - Present
BancTrust & Co May 2005 - September 2012
Merrill Lynch January 1997 - May 2005
Skills
Investment Banking, Investments, Emerging Markets, Securities, Financial Structuring, Financial Services, Business Strategy, Project Finance, Equities, Investment Advisory, Alternative Investments, Capital Markets, Oil/Gas, asset liability..., Structuring and..., Industrial and Machinery, Latin American markets, Credit Origination and...
Education
Clarkson University 1993 — 1996
Dual Degree Economics & Finance
Valley Forge Millitary Academy 1990 — 1993
High School Degree
ZEG USA September 2012 - Present
BancTrust & Co May 2005 - September 2012
Merrill Lynch January 1997 - May 2005
Skills
Investment Banking, Investments, Emerging Markets, Securities, Financial Structuring, Financial Services, Business Strategy, Project Finance, Equities, Investment Advisory, Alternative Investments, Capital Markets, Oil/Gas, asset liability..., Structuring and..., Industrial and Machinery, Latin American markets, Credit Origination and...
Education
Clarkson University 1993 — 1996
Dual Degree Economics & Finance
Valley Forge Millitary Academy 1990 — 1993
High School Degree
Ross Langley Ross Langley's Merrill Lynch Experience May 2010 - July 2010
Job CoFounder at MedPresto
Industry Hospitality
Experience
Northwestern Mutual June 2011 - February 2012
Merrill Lynch May 2010 - July 2010
Education
Clemson University 2007 — 2011
BS, Finance, Accounting
Darlington School
Northwestern Mutual June 2011 - February 2012
Merrill Lynch May 2010 - July 2010
Education
Clemson University 2007 — 2011
BS, Finance, Accounting
Darlington School
Hong Ge Hong Ge's Merrill Lynch Experience December 1994 - May 1995
Job DBA at AT&T
Industry Computer Software
Experience
AT&T 2004 - Present
Refco 2000 - 2003
ING 1997 - 2000
Lucent July 1995 - March 1997
Merrill Lynch December 1994 - May 1995
Avon Products May 1994 - August 1994
Sanwa Financial Products, Ltd. July 1993 - June 1994
IBM. T.J Watson Research Center June 1992 - June 1993
IBM May 1990 - May 1992
IWHR. Beijing, China February 1982 - December 1986
Skills
SQL, Perl, Oracle, Software Development, Data Modeling, Sybase, Data Warehousing, Unix, Databases, Database Design, Microsoft SQL Server, Performance Tuning, Disaster Recovery, Unix Shell Scripting, Database Administration
Education
New Jersey Institute of Technology 1987 — 1989
MS, Computer Science
Clarkson University 1987 — 1987
Computer Science
Hunter College 1987 — 1987
English
Shanghai Jiao Tong University 1977 — 1981
BS, Computer Science
AT&T 2004 - Present
Refco 2000 - 2003
ING 1997 - 2000
Lucent July 1995 - March 1997
Merrill Lynch December 1994 - May 1995
Avon Products May 1994 - August 1994
Sanwa Financial Products, Ltd. July 1993 - June 1994
IBM. T.J Watson Research Center June 1992 - June 1993
IBM May 1990 - May 1992
IWHR. Beijing, China February 1982 - December 1986
Skills
SQL, Perl, Oracle, Software Development, Data Modeling, Sybase, Data Warehousing, Unix, Databases, Database Design, Microsoft SQL Server, Performance Tuning, Disaster Recovery, Unix Shell Scripting, Database Administration
Education
New Jersey Institute of Technology 1987 — 1989
MS, Computer Science
Clarkson University 1987 — 1987
Computer Science
Hunter College 1987 — 1987
English
Shanghai Jiao Tong University 1977 — 1981
BS, Computer Science
Barbara Pike Barbara Pike's Merrill Lynch Experience 2011 - 2011
Job Reconsideration Analyst 1 at C2C Solutions
Industry Human Resources
Experience
C2C Solutions March 2012 - Present
Merrill Lynch 2011 - 2011
ING (formerly Citistreet) 2003 - 2011
Saint Gabriels Hall 2000 - 2002
AT&T 1997 - 1999
AT&T 1984 - 1993
Skills
Employee Benefits, Human Resources, Recruiting, Payroll, Benefits Administration, Training, Leadership, New Hire Orientations, Management, Pension Administration, Time Management, Analysis, Deferred Compensation, Defined Benefit, CRM, Pensions, Process Improvement, Customer Service, Call Centers, Coaching, HRIS, Performance Management, Budgets, Vendor Management
Education
Clarkson University 1975 — 1978
BS, Social Science
C2C Solutions March 2012 - Present
Merrill Lynch 2011 - 2011
ING (formerly Citistreet) 2003 - 2011
Saint Gabriels Hall 2000 - 2002
AT&T 1997 - 1999
AT&T 1984 - 1993
Skills
Employee Benefits, Human Resources, Recruiting, Payroll, Benefits Administration, Training, Leadership, New Hire Orientations, Management, Pension Administration, Time Management, Analysis, Deferred Compensation, Defined Benefit, CRM, Pensions, Process Improvement, Customer Service, Call Centers, Coaching, HRIS, Performance Management, Budgets, Vendor Management
Education
Clarkson University 1975 — 1978
BS, Social Science
Jennifer Hagan Jennifer Hagan's Merrill Lynch Experience September 2011 - December 2011
Job Valuation & Business Analytics Associate at BDO Consulting
Industry Financial Services
Experience
BDO Consulting September 2014 - Present
Hightower Advisors May 2012 - August 2013
Merrill Lynch September 2011 - December 2011
BB&T Capital Markets July 2010 - August 2010
Skills
Financial Analysis, Leadership, Microsoft Excel, Corporate Finance, Microsoft Technologies, Basic Bloomberg, Valuation, Financial Modeling, Business Valuation, Social Media, Microsoft Word, Public Speaking, Teamwork, Mergers & Acquisitions
Education
Clemson University 2010 — 2014
Bachelor of Science (B.S.), Financial Management Corporate Finance Concentration, Accounting Minor
Centreville High School 2006 — 2010
Advanced Placement Diploma
BDO Consulting September 2014 - Present
Hightower Advisors May 2012 - August 2013
Merrill Lynch September 2011 - December 2011
BB&T Capital Markets July 2010 - August 2010
Skills
Financial Analysis, Leadership, Microsoft Excel, Corporate Finance, Microsoft Technologies, Basic Bloomberg, Valuation, Financial Modeling, Business Valuation, Social Media, Microsoft Word, Public Speaking, Teamwork, Mergers & Acquisitions
Education
Clemson University 2010 — 2014
Bachelor of Science (B.S.), Financial Management Corporate Finance Concentration, Accounting Minor
Centreville High School 2006 — 2010
Advanced Placement Diploma
Stefan Spassov's Merrill Lynch Experience September 2007 - December 2007
Job Project Manager at Bulbrokers Consulting
Industry Investment Banking
Experience
Bulbrokers Consulting September 2012 - Present
Bulbrokers Consulting July 2008 - September 2012
Merrill Lynch September 2007 - December 2007
Skills
M&A experience, Mergers, M&A due diligence, Financial Modeling, Financial Analysis, Investment Banking, Pricing Negotiation, Bid Analysis, Investments, Privatization, Due Diligence, Analysis, Venture Capital, Business Strategy, Private Equity, Emerging Markets, Corporate Finance, Structured Finance, Mergers & Acquisitions, Finance, Equities, Financial Structuring, Business Valuation, Portfolio Management, Capital Markets, IPO, Valuation
Education
Hult International Business School 2011 — 2012
MBA
Clark University 2004 — 2008
Bachelor, Economics, International Relations
Bulbrokers Consulting September 2012 - Present
Bulbrokers Consulting July 2008 - September 2012
Merrill Lynch September 2007 - December 2007
Skills
M&A experience, Mergers, M&A due diligence, Financial Modeling, Financial Analysis, Investment Banking, Pricing Negotiation, Bid Analysis, Investments, Privatization, Due Diligence, Analysis, Venture Capital, Business Strategy, Private Equity, Emerging Markets, Corporate Finance, Structured Finance, Mergers & Acquisitions, Finance, Equities, Financial Structuring, Business Valuation, Portfolio Management, Capital Markets, IPO, Valuation
Education
Hult International Business School 2011 — 2012
MBA
Clark University 2004 — 2008
Bachelor, Economics, International Relations
Andrea Sheinkopf Andrea Sheinkopf's Merrill Lynch Experience July 2015 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch June 2014 - July 2015
Merrill Lynch June 2007 - June 2014
Merrill Lynch March 2006 - June 2007
Merrill Lynch February 2005 - March 2006
Merrill Lynch February 2004 - February 2005
Education
Clemson University 1999 — 2003
Bachelor of Science (B.S.), Business Administration, Management and Operations
Merrill Lynch July 2015 - Present
Merrill Lynch June 2014 - July 2015
Merrill Lynch June 2007 - June 2014
Merrill Lynch March 2006 - June 2007
Merrill Lynch February 2005 - March 2006
Merrill Lynch February 2004 - February 2005
Education
Clemson University 1999 — 2003
Bachelor of Science (B.S.), Business Administration, Management and Operations
Jennifer Rego Pipia Jennifer Rego Pipia's Merrill Lynch Experience April 1999 - October 2003
Job Strategy & Competitive Intelligence Leader
Industry Financial Services
Experience
MassMutual Financial Group July 2012 - Present
Strategic Business Solutions October 2011 - July 2012
TIAA-CREF January 2004 - October 2011
Merrill Lynch April 1999 - October 2003
City of New York January 1995 - August 1999
Skills
Strategic Planning, Market Planning, Process Development, Budget Management, Competitive Intelligence, Market Research, Team Building, Marketing Strategy, Market Analysis, Competitive Analysis, Vendor Management, Business Planning, Vendor Relations, Contract Negotiations, Market Intelligence, Business Strategy, Process Improvement, Budgets, Contract Negotiation
Education
Fordham University - Graduate School of Business Administration 1998 — 2000
MBA, Strategic Management & Marketing
Hofstra University School of Law 1991 — 1994
JD, Corporate & Environmental Law
Clark University 1987 — 1991
BA, Political Science and Government
MassMutual Financial Group July 2012 - Present
Strategic Business Solutions October 2011 - July 2012
TIAA-CREF January 2004 - October 2011
Merrill Lynch April 1999 - October 2003
City of New York January 1995 - August 1999
Skills
Strategic Planning, Market Planning, Process Development, Budget Management, Competitive Intelligence, Market Research, Team Building, Marketing Strategy, Market Analysis, Competitive Analysis, Vendor Management, Business Planning, Vendor Relations, Contract Negotiations, Market Intelligence, Business Strategy, Process Improvement, Budgets, Contract Negotiation
Education
Fordham University - Graduate School of Business Administration 1998 — 2000
MBA, Strategic Management & Marketing
Hofstra University School of Law 1991 — 1994
JD, Corporate & Environmental Law
Clark University 1987 — 1991
BA, Political Science and Government
Michael Lindner's Merrill Lynch Experience December 2012 - June 2015
Job Regional Consultant at Lord, Abbett & Co LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC July 2015 - Present
Merrill Lynch December 2012 - June 2015
Bloomberg LP June 2011 - September 2011
Nike Green Mountain Running Camp August 2008 - August 2011
Intellisphere, LLC June 2010 - August 2010
Skills
Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Access, SAP, QuickBooks, SAP R/3, Accounts Receivable, Customer Service, HTML, Budgets, Research, Word, Excel, Photoshop, Team Leadership, Financial Services, Salesforce.com
Education
Rider University 2010 — 2012
Bachelor of Science - Cum Laude, Finance & Marketing
Clemson University 2008 — 2010
International Finance
Hunterdon Central HS 2004 — 2008
Lord, Abbett & Co. LLC July 2015 - Present
Merrill Lynch December 2012 - June 2015
Bloomberg LP June 2011 - September 2011
Nike Green Mountain Running Camp August 2008 - August 2011
Intellisphere, LLC June 2010 - August 2010
Skills
Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Access, SAP, QuickBooks, SAP R/3, Accounts Receivable, Customer Service, HTML, Budgets, Research, Word, Excel, Photoshop, Team Leadership, Financial Services, Salesforce.com
Education
Rider University 2010 — 2012
Bachelor of Science - Cum Laude, Finance & Marketing
Clemson University 2008 — 2010
International Finance
Hunterdon Central HS 2004 — 2008
Xue Sharon Liu's Merrill Lynch Experience May 2012 - August 2012
Job Account Manager at Boston Technologies ★★ LET'S CONNECT!
Industry Financial Services
Experience
Boston Technologies Inc March 2013 - January 2015
Clark University August 2012 - December 2012
Clark University- GSOM Finance Association December 2011 - December 2012
Merrill Lynch May 2012 - August 2012
YWCA Central Massachusetts May 2012 - August 2012
Shanghai Pudong Development Bank August 2010 - February 2011
Skills
Bloomberg, Matlab, Eviews, Microsoft Office, Financial Analysis, Investments, Social Networking, Consultative Selling, Direct Marketing, Customer Presentations, Customer Service, Risk Management, Selling, Leadership, Data Analysis, Management, Analysis, Competitive Analysis
Education
Clark University 2011 — 2013
Master, Finance, GMAT 740; GPA 3.86/4
Southwest University 2007 — 2011
Bachelor, Economics (Finance Focus), GPA 4.4/5
Boston Technologies Inc March 2013 - January 2015
Clark University August 2012 - December 2012
Clark University- GSOM Finance Association December 2011 - December 2012
Merrill Lynch May 2012 - August 2012
YWCA Central Massachusetts May 2012 - August 2012
Shanghai Pudong Development Bank August 2010 - February 2011
Skills
Bloomberg, Matlab, Eviews, Microsoft Office, Financial Analysis, Investments, Social Networking, Consultative Selling, Direct Marketing, Customer Presentations, Customer Service, Risk Management, Selling, Leadership, Data Analysis, Management, Analysis, Competitive Analysis
Education
Clark University 2011 — 2013
Master, Finance, GMAT 740; GPA 3.86/4
Southwest University 2007 — 2011
Bachelor, Economics (Finance Focus), GPA 4.4/5
Carson Tanks, MBA Carson Tanks, MBA's Merrill Lynch Experience March 2006 - May 2007
Job Financial Analyst at The United States Small Business Administration
Industry Government Administration
Experience
United States Department of Transportation December 2012 - November 2014
Department of Housing and Urban Development January 2012 - December 2012
FDIC October 2008 - February 2012
FDIC October 2008 - September 2010
Internal Revenue Service January 2008 - October 2009
E*TRADE Financial June 2007 - November 2007
Merrill Lynch March 2006 - May 2007
Edward Jones Investments August 2005 - March 2006
Wachovia Bank November 2003 - March 2005
Washington Mutual Bank November 2002 - December 2003
Skills
Loans, Banking, Asset Management, Investments, Equities, Wealth Management, Portfolio Management, Financial Analysis, Compliance, Customer Relations, Risk Management, Customer Service, Insurance, Financial Services, Accounting, Software Documentation, Analysis, Leadership, Management, Real Estate, Policy, Commercial Lending, Credit, Mortgage Lending, Auditing
Education
Clark Atlanta University
Masters, Business Administration; Business Administration
Ohio University
BSC, Telecommunications
United States Department of Transportation December 2012 - November 2014
Department of Housing and Urban Development January 2012 - December 2012
FDIC October 2008 - February 2012
FDIC October 2008 - September 2010
Internal Revenue Service January 2008 - October 2009
E*TRADE Financial June 2007 - November 2007
Merrill Lynch March 2006 - May 2007
Edward Jones Investments August 2005 - March 2006
Wachovia Bank November 2003 - March 2005
Washington Mutual Bank November 2002 - December 2003
Skills
Loans, Banking, Asset Management, Investments, Equities, Wealth Management, Portfolio Management, Financial Analysis, Compliance, Customer Relations, Risk Management, Customer Service, Insurance, Financial Services, Accounting, Software Documentation, Analysis, Leadership, Management, Real Estate, Policy, Commercial Lending, Credit, Mortgage Lending, Auditing
Education
Clark Atlanta University
Masters, Business Administration; Business Administration
Ohio University
BSC, Telecommunications
Derek Watkins's Merrill Lynch Experience January 2009 - Present
Job Senior Resident Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2009 - Present
Merrill Lynch November 2003 - Present
US Army May 1999 - September 2003
Education
Clarkson University 1995 — 1999
BS, Civil Engineering
Merrill Lynch January 2009 - Present
Merrill Lynch November 2003 - Present
US Army May 1999 - September 2003
Education
Clarkson University 1995 — 1999
BS, Civil Engineering
Jay Link's Merrill Lynch Experience September 2010 - Present
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
JP Morgan Asset Management July 2009 - September 2010
kasina February 2009 - July 2009
The Money Management Institute February 2009 - July 2009
Morgan Stanley July 1991 - January 2009
Skills
Product Management, Wealth Management, Program Management, Financial Services, Investments, Series 7, Project Management, Portfolio Management, Management, Equities, Alternative Investments, Leadership, ETFs, Asset Managment, Asset Management, Fixed Income, Product Development, Capital Markets
Education
Clemson University 1987 — 1991
B.S., Financial Management
Merrill Lynch September 2010 - Present
JP Morgan Asset Management July 2009 - September 2010
kasina February 2009 - July 2009
The Money Management Institute February 2009 - July 2009
Morgan Stanley July 1991 - January 2009
Skills
Product Management, Wealth Management, Program Management, Financial Services, Investments, Series 7, Project Management, Portfolio Management, Management, Equities, Alternative Investments, Leadership, ETFs, Asset Managment, Asset Management, Fixed Income, Product Development, Capital Markets
Education
Clemson University 1987 — 1991
B.S., Financial Management
Matthew Hastings's Merrill Lynch Experience March 2014 - Present
Job Financial Advisor, Greene & Ross Group
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Greenville Road Warriors May 2013 - March 2014
Ohio Machine June 2011 - May 2013
Washington Stealth September 2009 - June 2011
University of Washington August 2009 - June 2011
Seattle Storm June 2009 - September 2009
Skills
Ticket Sales, Sports Marketing, Sports Management, Customer Service, Event Management, Marketing, Sponsorship, Fundraising, 401k, IRA, 529, Retirement, Investing, Wealth Management
Education
Robert Morris University 2005 — 2009
BSBA, Sport Management
Clemson University
Master of Business Administration (M.B.A.)
Merrill Lynch March 2014 - Present
Greenville Road Warriors May 2013 - March 2014
Ohio Machine June 2011 - May 2013
Washington Stealth September 2009 - June 2011
University of Washington August 2009 - June 2011
Seattle Storm June 2009 - September 2009
Skills
Ticket Sales, Sports Marketing, Sports Management, Customer Service, Event Management, Marketing, Sponsorship, Fundraising, 401k, IRA, 529, Retirement, Investing, Wealth Management
Education
Robert Morris University 2005 — 2009
BSBA, Sport Management
Clemson University
Master of Business Administration (M.B.A.)
Jef Lockman Jef Lockman's Merrill Lynch Experience 1993 - 2000
Job Vice PresidentInvestments Financial Advisor with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2009 - Present
Citi 2000 - 2009
Merrill Lynch 1993 - 2000
Skills
Investments, Estate Planning..., Financial Guidance, Finance, Retirement Planning, Retirement, Mutual Funds, Managing retirement..., Distribution planning, Inter-generational...
Education
Clemson University 1986 — 1993
Bachelor of Science (B.S.), Management
Wells Fargo Advisors, LLC 2009 - Present
Citi 2000 - 2009
Merrill Lynch 1993 - 2000
Skills
Investments, Estate Planning..., Financial Guidance, Finance, Retirement Planning, Retirement, Mutual Funds, Managing retirement..., Distribution planning, Inter-generational...
Education
Clemson University 1986 — 1993
Bachelor of Science (B.S.), Management
Emnet Faith Andu's Merrill Lynch Experience 2011 - January 2014
Job SunAmerica/AIG Capital Services
Industry Financial Services
Experience
SunAmerica Mutual Funds January 2014 - Present
Merrill Lynch 2011 - January 2014
Dantanna's 2009 - 2011
American General Finance 2006 - 2008
Skills
Wealth Management..., Financial Services, Series 7, Alternative Investments, Fixed Income, Mutual Funds
Education
Clemson University 2002 — 2006
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
SunAmerica Mutual Funds January 2014 - Present
Merrill Lynch 2011 - January 2014
Dantanna's 2009 - 2011
American General Finance 2006 - 2008
Skills
Wealth Management..., Financial Services, Series 7, Alternative Investments, Fixed Income, Mutual Funds
Education
Clemson University 2002 — 2006
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Chante Somerville's Merrill Lynch Experience July 2013 - Present
Job Registered Sr. Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
E*TRADE Financial May 2011 - March 2013
E*TRADE Financial June 2010 - May 2011
E*TRADE Financial June 2008 - June 2010
E*TRADE Financial November 2007 - May 2008
E*TRADE Financial April 2006 - November 2007
Bank of America August 2003 - April 2006
Skills
Series 7, Series 63, Banking, Uniform Combined State..., Securities, 10b5-1 Plans, Rule 144, Executive Services, Restricted Stock, Stocks, Block Trading, ESPP, Salesforce.com, Microsoft Office, Employess Stock Options, Section 16, Administrative Work, Series 66, Wealth Management..., Relationship Management
Education
Clark Atlanta University 1998 — 2003
Bachelor of Arts, Business Administration; Marketing
Merrill Lynch July 2013 - Present
E*TRADE Financial May 2011 - March 2013
E*TRADE Financial June 2010 - May 2011
E*TRADE Financial June 2008 - June 2010
E*TRADE Financial November 2007 - May 2008
E*TRADE Financial April 2006 - November 2007
Bank of America August 2003 - April 2006
Skills
Series 7, Series 63, Banking, Uniform Combined State..., Securities, 10b5-1 Plans, Rule 144, Executive Services, Restricted Stock, Stocks, Block Trading, ESPP, Salesforce.com, Microsoft Office, Employess Stock Options, Section 16, Administrative Work, Series 66, Wealth Management..., Relationship Management
Education
Clark Atlanta University 1998 — 2003
Bachelor of Arts, Business Administration; Marketing
Dalton Barton's Merrill Lynch Experience September 2014 - Present
Job Content Marketing Assistant at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch September 2014 - Present
GNC February 2014 - August 2014
Hubbell Lighting May 2013 - August 2013
The Tennis Farm June 2012 - August 2012
Wilmington Blue Rocks May 2011 - August 2011
Wild Quail Golf & Country Club May 2011 - August 2011
Skills
Marketing, Social Media Marketing, Digital Marketing, Content Marketing, Data Analysis, Leadership, Microsoft Office, Market Research, Management, Sports, Sports Marketing, Social Media, Ultimate, Fitness Training, Event Management, Event Planning, Microsoft Word, Microsoft Excel, Tennis, Swimming, Marketing Strategy, PowerPoint, Competitive Analysis, Public Speaking, Forecasting, Customer Service, Google Analytics
Education
Clemson University 2012 — 2014
Master of Business Administration (MBA), Business Administration
East Stroudsburg University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Sport Management
Caesar Rodney High School 2004 — 2008
Diploma
Merrill Lynch September 2014 - Present
GNC February 2014 - August 2014
Hubbell Lighting May 2013 - August 2013
The Tennis Farm June 2012 - August 2012
Wilmington Blue Rocks May 2011 - August 2011
Wild Quail Golf & Country Club May 2011 - August 2011
Skills
Marketing, Social Media Marketing, Digital Marketing, Content Marketing, Data Analysis, Leadership, Microsoft Office, Market Research, Management, Sports, Sports Marketing, Social Media, Ultimate, Fitness Training, Event Management, Event Planning, Microsoft Word, Microsoft Excel, Tennis, Swimming, Marketing Strategy, PowerPoint, Competitive Analysis, Public Speaking, Forecasting, Customer Service, Google Analytics
Education
Clemson University 2012 — 2014
Master of Business Administration (MBA), Business Administration
East Stroudsburg University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Sport Management
Caesar Rodney High School 2004 — 2008
Diploma
Steve Vogel Steve Vogel's Merrill Lynch Experience 1998 - 2000
Job Entrepreneurial Real Estate Executive
Industry Real Estate
Experience
Hatch Development July 2013 - Present
MIRA Companies at Black Creek Group May 2008 - June 2013
The Olson Company July 2003 - July 2007
KSL Resorts March 2000 - July 2002
Merrill Lynch 1998 - 2000
Skills
Consumer Insights, Financial Analysis, Investments, Business Planning, Land Use Planning, Residential Design, Landscape Architecture, Placemaking, Marketing Strategy, Website Redesign, Sustainability Strategy, Hotels, New Business Development, Real Estate Development, Sustainability, Strategic Planning, Web Design, Business Development, Financial Modeling, Entrepreneurship, Contract Negotiation, Customer Insight, Private Equity, Mergers & Acquisitions, Strategy, Corporate Finance, Due Diligence, Market Research, Sales, Marketing, Architectural Design, Real Estate, Valuation, Financial Structuring, Photography, Finance, Real Estate Financing
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Business, Concentration in Real Estate & Entrepreneurial Studies
Clemson University 1993 — 1998
BS, Corporate Finance
Hatch Development July 2013 - Present
MIRA Companies at Black Creek Group May 2008 - June 2013
The Olson Company July 2003 - July 2007
KSL Resorts March 2000 - July 2002
Merrill Lynch 1998 - 2000
Skills
Consumer Insights, Financial Analysis, Investments, Business Planning, Land Use Planning, Residential Design, Landscape Architecture, Placemaking, Marketing Strategy, Website Redesign, Sustainability Strategy, Hotels, New Business Development, Real Estate Development, Sustainability, Strategic Planning, Web Design, Business Development, Financial Modeling, Entrepreneurship, Contract Negotiation, Customer Insight, Private Equity, Mergers & Acquisitions, Strategy, Corporate Finance, Due Diligence, Market Research, Sales, Marketing, Architectural Design, Real Estate, Valuation, Financial Structuring, Photography, Finance, Real Estate Financing
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Business, Concentration in Real Estate & Entrepreneurial Studies
Clemson University 1993 — 1998
BS, Corporate Finance
Ryan Bierds, CFA Ryan Bierds, CFA's Merrill Lynch Experience June 2004 - October 2005
Job Regional Director of Portfolio Management at BB&T Wealth
Industry Investment Management
Experience
BB&T January 2013 - Present
BB&T January 2008 - December 2012
BB&T October 2005 - December 2007
Merrill Lynch June 2004 - October 2005
Skills
Asset Allocation, Portfolio Management, Macroeconomics, Investments, Wealth Management, Asset Managment, Investment Strategies, Investment Advisory, Investment Management, Alternative Investments, Financial Analysis, Financial Modeling, Retirement Planning, Equities, High Net Worth..., Finance, Asset Management, Securities, Wealth Management..., Strategic Financial..., Mutual Funds, Fixed Income, Valuation, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
M.B.A., Finance
North Carolina State University - College of Management
B.A., Economics
Clemson University - College of Business and Behavioral Science
Economics
BB&T January 2013 - Present
BB&T January 2008 - December 2012
BB&T October 2005 - December 2007
Merrill Lynch June 2004 - October 2005
Skills
Asset Allocation, Portfolio Management, Macroeconomics, Investments, Wealth Management, Asset Managment, Investment Strategies, Investment Advisory, Investment Management, Alternative Investments, Financial Analysis, Financial Modeling, Retirement Planning, Equities, High Net Worth..., Finance, Asset Management, Securities, Wealth Management..., Strategic Financial..., Mutual Funds, Fixed Income, Valuation, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
M.B.A., Finance
North Carolina State University - College of Management
B.A., Economics
Clemson University - College of Business and Behavioral Science
Economics
Carie Chester's Merrill Lynch Experience March 2001 - February 2003
Job Manager, Examinations Products and Services at AICPA
Industry Accounting
Experience
AICPA January 2005 - Present
Merrill Lynch March 2001 - February 2003
Skills
Process Improvement, Strategic Planning, Telecommunications, Usability, Usability Testing, Quality Assurance, Leadership, Sales, Training, Strategy, Management, Social Media, E-commerce, Nonprofits, Budgets, Public Speaking, Marketing, Software Documentation, Financial Analysis
Education
Clemson University 1995 — 1999
Bachelor of Arts (B.A.), Elementary Education and Teaching, 1st-8th
Hightstown High School 1992 — 1995
AICPA January 2005 - Present
Merrill Lynch March 2001 - February 2003
Skills
Process Improvement, Strategic Planning, Telecommunications, Usability, Usability Testing, Quality Assurance, Leadership, Sales, Training, Strategy, Management, Social Media, E-commerce, Nonprofits, Budgets, Public Speaking, Marketing, Software Documentation, Financial Analysis
Education
Clemson University 1995 — 1999
Bachelor of Arts (B.A.), Elementary Education and Teaching, 1st-8th
Hightstown High School 1992 — 1995
Matthew Lackay Matthew Lackay's Merrill Lynch Experience January 2006 - October 2006
Job Logistics Professional
Industry Logistics and Supply Chain
Experience
CEVA Logistics November 2014 - June 2015
CEVA Logistics March 2014 - November 2014
CEVA Logistics February 2013 - March 2014
CEVA Logistics January 2012 - February 2013
GLF Construction Corp June 2010 - July 2011
Fidelity Investments April 2008 - February 2009
M.C. of Florida, Inc October 2006 - April 2008
Merrill Lynch January 2006 - October 2006
Skills
Contract Management, Financial Analysis, Project Management, Logistics, Project Planning, Budgets, Leadership, Logistics Management, Procurement, Inventory Management, Management, Process Improvement, Operations Management, Supply Chain
Education
University of North Florida
Bachelor of Business Administration, Finance
Bond University - Australia 2003 — 2003
Study Aboad Program - Clemson University
Clemson University 2001 — 2003
CEVA Logistics November 2014 - June 2015
CEVA Logistics March 2014 - November 2014
CEVA Logistics February 2013 - March 2014
CEVA Logistics January 2012 - February 2013
GLF Construction Corp June 2010 - July 2011
Fidelity Investments April 2008 - February 2009
M.C. of Florida, Inc October 2006 - April 2008
Merrill Lynch January 2006 - October 2006
Skills
Contract Management, Financial Analysis, Project Management, Logistics, Project Planning, Budgets, Leadership, Logistics Management, Procurement, Inventory Management, Management, Process Improvement, Operations Management, Supply Chain
Education
University of North Florida
Bachelor of Business Administration, Finance
Bond University - Australia 2003 — 2003
Study Aboad Program - Clemson University
Clemson University 2001 — 2003
Timothy Six, CFA Timothy Six, CFA's Merrill Lynch Experience May 2010 - August 2010
Job Analytic Attribution Analyst at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management June 2015 - Present
Vanguard February 2014 - June 2015
Vanguard June 2012 - February 2014
Vanguard August 2013 - December 2013
The Vanguard Group July 2011 - June 2012
Merrill Lynch May 2010 - August 2010
Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, ETFs, Equity Research Analysis, Fixed Income, Portfolio Management, Financial Analysis, Financial Accounting, Indexing
Education
Clemson University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Babson Capital Management June 2015 - Present
Vanguard February 2014 - June 2015
Vanguard June 2012 - February 2014
Vanguard August 2013 - December 2013
The Vanguard Group July 2011 - June 2012
Merrill Lynch May 2010 - August 2010
Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, ETFs, Equity Research Analysis, Fixed Income, Portfolio Management, Financial Analysis, Financial Accounting, Indexing
Education
Clemson University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Sofiya Kogan's Merrill Lynch Experience May 2012 - November 2012
Job Field Sales Leader for Denver at Trumaker
Industry Apparel & Fashion
Experience
Trumaker June 2015 - Present
Trumaker November 2013 - Present
Sabrosa October 2013 - May 2014
RM Seafood August 2012 - August 2013
Merrill Lynch May 2012 - November 2012
Wolfgang Puck Fine Dining Group December 2009 - June 2012
Skills
Food Service, Restaurant Management, Customer Service, Hospitality, Food, Teamwork, Microsoft Office, ServSafe, Public Speaking, Serve Safe Certified, New Restaurant Openings, Cash Handling Experience, Fine Dining, Cash Register, Wine, Catering, Waiting, Friendly Personality, Food Service Sanitation, Banquets, Micros, Highly personable, Money Management, Phone Etiquette, PowerPoint
Education
University of California, Los Angeles 2014 — 2015
Corporate Finance Certificate, Finance and Financial Management Services
Loyola Marymount University 2008 — 2010
Bachelor of Arts (B.A.), European Studies/Civilization
Clark University 2006 — 2007
Bachelor's Degree, Genocide Studies/ Ind. Studies
George Washington High School 2002 — 2006
Trumaker June 2015 - Present
Trumaker November 2013 - Present
Sabrosa October 2013 - May 2014
RM Seafood August 2012 - August 2013
Merrill Lynch May 2012 - November 2012
Wolfgang Puck Fine Dining Group December 2009 - June 2012
Skills
Food Service, Restaurant Management, Customer Service, Hospitality, Food, Teamwork, Microsoft Office, ServSafe, Public Speaking, Serve Safe Certified, New Restaurant Openings, Cash Handling Experience, Fine Dining, Cash Register, Wine, Catering, Waiting, Friendly Personality, Food Service Sanitation, Banquets, Micros, Highly personable, Money Management, Phone Etiquette, PowerPoint
Education
University of California, Los Angeles 2014 — 2015
Corporate Finance Certificate, Finance and Financial Management Services
Loyola Marymount University 2008 — 2010
Bachelor of Arts (B.A.), European Studies/Civilization
Clark University 2006 — 2007
Bachelor's Degree, Genocide Studies/ Ind. Studies
George Washington High School 2002 — 2006
Priyanka Yadav's Merrill Lynch Experience April 2004 - September 2004
Job Director of Account Services
Industry Online Media
Experience
Magnetic July 2015 - Present
Magnetic October 2014 - June 2015
Magnetic October 2013 - September 2014
Magnetic September 2012 - October 2013
Vikram Chatwal Hotels January 2010 - August 2012
Active Response Group, Inc. 2006 - 2009
Active Response Group, Inc. 2005 - 2006
Merrill Lynch April 2004 - September 2004
Skills
Affiliate Marketing, Online Marketing, Account Management, SEO, Online Advertising, Finance, Lead Generation, Email Marketing, Media Buying, Marketing, Sales, Social Media, Digital Marketing, PPC, SEM, Mobile Marketing, Entrepreneurship, Management, Mobile Advertising, Digital Media, Digital Strategy, Marketing Strategy, Strategic Partnerships, Media Planning, Ad Networks, Display Advertising, Behavioral Targeting, Interactive Marketing
Education
Clark University 2003 — 2005
MBA, Finance
Sydenham College of Commerce & Economics, Mumbai 1999 — 2001
B.Com, Banking, Management
H.R. College of Commerce & Economics, Mumbai 1997 — 1998
High School, Management
Magnetic July 2015 - Present
Magnetic October 2014 - June 2015
Magnetic October 2013 - September 2014
Magnetic September 2012 - October 2013
Vikram Chatwal Hotels January 2010 - August 2012
Active Response Group, Inc. 2006 - 2009
Active Response Group, Inc. 2005 - 2006
Merrill Lynch April 2004 - September 2004
Skills
Affiliate Marketing, Online Marketing, Account Management, SEO, Online Advertising, Finance, Lead Generation, Email Marketing, Media Buying, Marketing, Sales, Social Media, Digital Marketing, PPC, SEM, Mobile Marketing, Entrepreneurship, Management, Mobile Advertising, Digital Media, Digital Strategy, Marketing Strategy, Strategic Partnerships, Media Planning, Ad Networks, Display Advertising, Behavioral Targeting, Interactive Marketing
Education
Clark University 2003 — 2005
MBA, Finance
Sydenham College of Commerce & Economics, Mumbai 1999 — 2001
B.Com, Banking, Management
H.R. College of Commerce & Economics, Mumbai 1997 — 1998
High School, Management
Ehsan Bassam Ehsan Bassam's Merrill Lynch Experience August 2011 - Present
Job Vice President, Wealth Management Advisor, Senior Portfolio Advisor
Industry Capital Markets
Experience
Merrill Lynch August 2011 - Present
Education
Clarion University of Pennsylvania 2002 — 2006
Business Administration, Personal Financial Planning & Corporate Finance
Merrill Lynch August 2011 - Present
Education
Clarion University of Pennsylvania 2002 — 2006
Business Administration, Personal Financial Planning & Corporate Finance
Paul Izzo Paul Izzo's Merrill Lynch Experience 2003 - 2004
Job National Account Executive at Russell Investments
Industry Investment Management
Experience
Russell Investments 2010 - Present
Russell Investments 2009 - 2010
AXA Distributors 2006 - 2009
AXA Distributors 2004 - 2006
Merrill Lynch 2003 - 2004
Education
Clemson University 1998 — 2002
Business Management, Finance
Russell Investments 2010 - Present
Russell Investments 2009 - 2010
AXA Distributors 2006 - 2009
AXA Distributors 2004 - 2006
Merrill Lynch 2003 - 2004
Education
Clemson University 1998 — 2002
Business Management, Finance
Jeff Kirschenbaum's Merrill Lynch Experience 1998 - 2000
Job Business Analysis and Big Picture Thinker
Industry Information Technology and Services
Experience
Chateau Musical Instruments June 2014 - January 2015
Educational Testing Service (ETS) 2014 - 2015
Cherry Tree Solutions, Inc. January 2011 - January 2012
Valex Consulting November 2010 - June 2011
Cherry Tree Solutions July 2005 - October 2010
Merck February 2005 - June 2005
GlaxoSmithKline February 2001 - September 2001
Merrill Lynch 1998 - 2000
ADP September 1995 - August 1998
GEC-Marconi Aerospace 1988 - 1995
Skills
Business Analysis, Requirements Analysis, Visio, Business Intelligence, Requirements Gathering, ERP, MRP, RFP preparation, Supply Chain, Data Analysis, Pharmaceuticals, Manufacturing, Brokerage, Databases, Pharmaceutical Industry, Strategy, RFP, Integration, PMP, Process Improvement, PMO, User Acceptance Testing, Project Management, Vendor Management, Software Project..., Quality Assurance, Software Development, Cross-functional Team..., Testing, Data Warehousing, Enterprise Software, Business Requirements, Analysis, SQL, E-commerce, Management, CRM, Business Process, SDLC
Education
La Salle University 2003 — 2003
Master of Science (M.S.), Information Technology Leadership
Clark University 1977 — 1981
B.A., Geography
Francis Lewis HS 1974 — 1977
JHS 158
P.S. 203
Chateau Musical Instruments June 2014 - January 2015
Educational Testing Service (ETS) 2014 - 2015
Cherry Tree Solutions, Inc. January 2011 - January 2012
Valex Consulting November 2010 - June 2011
Cherry Tree Solutions July 2005 - October 2010
Merck February 2005 - June 2005
GlaxoSmithKline February 2001 - September 2001
Merrill Lynch 1998 - 2000
ADP September 1995 - August 1998
GEC-Marconi Aerospace 1988 - 1995
Skills
Business Analysis, Requirements Analysis, Visio, Business Intelligence, Requirements Gathering, ERP, MRP, RFP preparation, Supply Chain, Data Analysis, Pharmaceuticals, Manufacturing, Brokerage, Databases, Pharmaceutical Industry, Strategy, RFP, Integration, PMP, Process Improvement, PMO, User Acceptance Testing, Project Management, Vendor Management, Software Project..., Quality Assurance, Software Development, Cross-functional Team..., Testing, Data Warehousing, Enterprise Software, Business Requirements, Analysis, SQL, E-commerce, Management, CRM, Business Process, SDLC
Education
La Salle University 2003 — 2003
Master of Science (M.S.), Information Technology Leadership
Clark University 1977 — 1981
B.A., Geography
Francis Lewis HS 1974 — 1977
JHS 158
P.S. 203
Travis Elmore Travis Elmore's Merrill Lynch Experience July 2011 - Present
Job Investment Associate
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
The Blood Connection 2008 - 2014
Merrill Lynch September 1986 - July 2011
Skills
Strategic Financial..., Fixed Annuities, Banking, Credit, Finance, Mergers & Acquisitions, Mortgage Lending, Uniform Combined State..., Residential Mortgages, Private Banking, Financial Analysis, Small Business, Risk Management, Commercial Lending, Alternative Investments, Pensions, Insurance, Wealth Management, Investments, Strategic Planning, Wealth, Portfolio Management, Retirement Planning, Mutual Funds, Asset Management, Financial Planning
Education
Lander University 1982 — 1986
BS, Computer Science
Clemson University 1974 — 1978
BS, Agronomy with a minor in Plant Pathology
Merrill Lynch July 2011 - Present
The Blood Connection 2008 - 2014
Merrill Lynch September 1986 - July 2011
Skills
Strategic Financial..., Fixed Annuities, Banking, Credit, Finance, Mergers & Acquisitions, Mortgage Lending, Uniform Combined State..., Residential Mortgages, Private Banking, Financial Analysis, Small Business, Risk Management, Commercial Lending, Alternative Investments, Pensions, Insurance, Wealth Management, Investments, Strategic Planning, Wealth, Portfolio Management, Retirement Planning, Mutual Funds, Asset Management, Financial Planning
Education
Lander University 1982 — 1986
BS, Computer Science
Clemson University 1974 — 1978
BS, Agronomy with a minor in Plant Pathology
Marcella Castelloes Marcella Castelloes's Merrill Lynch Experience June 2012 - July 2012
Job Audit Staff at Elliott Davis Decosimo, LLC
Industry Accounting
Experience
Elliott Davis Decosimo, LLC October 2014 - Present
Elliott Davis, LLC June 2013 - July 2013
Merrill Lynch June 2012 - July 2012
Elliott Davis, LLC May 2012 - May 2012
Skills
Auditing, Internal Controls, Financial Reporting, Accounting, GAAP, Tax, CPA, Financial Accounting, QuickBooks, Financial Statements, General Ledger, Tax Accounting
Education
Clemson University 2013 — 2014
Master's Degree, Professional Accountancy
Clemson University 2009 — 2013
Bachelor of Science (B.S.), Accounting, Cum Laude
Elliott Davis Decosimo, LLC October 2014 - Present
Elliott Davis, LLC June 2013 - July 2013
Merrill Lynch June 2012 - July 2012
Elliott Davis, LLC May 2012 - May 2012
Skills
Auditing, Internal Controls, Financial Reporting, Accounting, GAAP, Tax, CPA, Financial Accounting, QuickBooks, Financial Statements, General Ledger, Tax Accounting
Education
Clemson University 2013 — 2014
Master's Degree, Professional Accountancy
Clemson University 2009 — 2013
Bachelor of Science (B.S.), Accounting, Cum Laude
Eric Cope Eric Cope's Merrill Lynch Experience May 1995 - May 1996
Job Owner, COPE Wealth Management Group
Industry Investment Management
Experience
COPE Wealth Management Group May 2005 - Present
UBS Wealth Management November 2000 - May 2005
PaineWebber May 1996 - May 2005
Merrill Lynch May 1995 - May 1996
Skills
Retirement Planning, Financial Planning, Investments, Series 7, Portfolio Management, Series 63, Series 24, Series 65, Rollovers, 529 Plans, Roth IRA, College Savings Plans, Retirement Solutions, IRA's, 401 K Rollovers, Profit Sharing, Annuities, Stocks, Bonds, Mutual Funds, IRAs, Fixed Annuities, Strategic Financial..., Retirement, FINRA, Asset Allocation, Securities, Finance
Education
Clemson University 1992 — 1996
Financial Management, Finance-Investments
Seneca High School 1988 — 1992
COPE Wealth Management Group May 2005 - Present
UBS Wealth Management November 2000 - May 2005
PaineWebber May 1996 - May 2005
Merrill Lynch May 1995 - May 1996
Skills
Retirement Planning, Financial Planning, Investments, Series 7, Portfolio Management, Series 63, Series 24, Series 65, Rollovers, 529 Plans, Roth IRA, College Savings Plans, Retirement Solutions, IRA's, 401 K Rollovers, Profit Sharing, Annuities, Stocks, Bonds, Mutual Funds, IRAs, Fixed Annuities, Strategic Financial..., Retirement, FINRA, Asset Allocation, Securities, Finance
Education
Clemson University 1992 — 1996
Financial Management, Finance-Investments
Seneca High School 1988 — 1992
Andy Preisendanz Andy Preisendanz's Merrill Lynch Experience April 2013 - Present
Job Financial Analyst at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch April 2013 - Present
Lockheed Martin June 2009 - April 2013
Skills
Earned Value Management, Government Contracting, Financial Analysis, Variance Analysis, Hyperion Enterprise, DoD, Financial Modeling, Process Improvement, Analysis, Risk Management, Security Clearance, Financial Reporting, Forecasting, Cost Benefit, Cost Accounting, Investments, SAP
Education
Clarkson University 2005 — 2009
Bachelor's degree, Finance and Financial Management Services
Merrill Lynch April 2013 - Present
Lockheed Martin June 2009 - April 2013
Skills
Earned Value Management, Government Contracting, Financial Analysis, Variance Analysis, Hyperion Enterprise, DoD, Financial Modeling, Process Improvement, Analysis, Risk Management, Security Clearance, Financial Reporting, Forecasting, Cost Benefit, Cost Accounting, Investments, SAP
Education
Clarkson University 2005 — 2009
Bachelor's degree, Finance and Financial Management Services
Dan Murphy's Merrill Lynch Experience 1982 - 1984
Job Vice President CRU Real Estate Group
Industry Staffing and Recruiting
Experience
CRU Real Estate Group October 2011 - Present
Corporate Executive Services, Inc. 1996 - 2011
Corporate Dynamics, Inc. 1984 - 1996
Merrill Lynch 1982 - 1984
Skills
Real Estate Recruitment, Director of Recruiting, Corporate Outplacement..., Marketing, Public Relations, Talent Specialist, Product / Service..., Search Consultant, Retained Search..., Executive Recruitment, IT Recruitment, Technical Recruiting, Accounting Recruitment, Engineering Recruiter, Direct Hire Recruiter, Perm Recruiter, Temp Recruiter, Contract Recruiter, Product Service, Real Estate, Perming, Outplacement, Recruiting, Executive Search, Property Management, Investors, Management, Residential Homes, Real Estate Financing, Investment Properties, Referrals, REO, Real Estate Economics, Real Property, Luxury, Foreclosures, Buyers, Brokerage, Real Estate Transactions, FHA, Single Family Homes, Property, Sellers, Contract Negotiation, Buyer Representation, Selling, Investments, Condos, Apartments, Leases
Education
Harvard University
Advanced Studies, International Business
Clark University
BSBA, Business Administration
CRU Real Estate Group October 2011 - Present
Corporate Executive Services, Inc. 1996 - 2011
Corporate Dynamics, Inc. 1984 - 1996
Merrill Lynch 1982 - 1984
Skills
Real Estate Recruitment, Director of Recruiting, Corporate Outplacement..., Marketing, Public Relations, Talent Specialist, Product / Service..., Search Consultant, Retained Search..., Executive Recruitment, IT Recruitment, Technical Recruiting, Accounting Recruitment, Engineering Recruiter, Direct Hire Recruiter, Perm Recruiter, Temp Recruiter, Contract Recruiter, Product Service, Real Estate, Perming, Outplacement, Recruiting, Executive Search, Property Management, Investors, Management, Residential Homes, Real Estate Financing, Investment Properties, Referrals, REO, Real Estate Economics, Real Property, Luxury, Foreclosures, Buyers, Brokerage, Real Estate Transactions, FHA, Single Family Homes, Property, Sellers, Contract Negotiation, Buyer Representation, Selling, Investments, Condos, Apartments, Leases
Education
Harvard University
Advanced Studies, International Business
Clark University
BSBA, Business Administration
Chris Winchester Chris Winchester's Merrill Lynch Experience 2011 - May 2012
Job Manufacturing Cost and Inventory Analyst at GE Energy
Industry Financial Services
Experience
GE Power & Water August 2014 - Present
GE Energy May 2012 - August 2014
Merrill Lynch 2011 - May 2012
TIC Properties August 2009 - February 2011
Greenville First Bank May 2008 - August 2008
Skills
Finance, Financial Analysis, Microsoft Excel, Leadership, Microsoft Office, Asset Management, Investments, Financial Modeling, Recruiting
Education
Clemson University 2005 — 2009
Financial Management
GE Power & Water August 2014 - Present
GE Energy May 2012 - August 2014
Merrill Lynch 2011 - May 2012
TIC Properties August 2009 - February 2011
Greenville First Bank May 2008 - August 2008
Skills
Finance, Financial Analysis, Microsoft Excel, Leadership, Microsoft Office, Asset Management, Investments, Financial Modeling, Recruiting
Education
Clemson University 2005 — 2009
Financial Management
Yingshi Ryan Tang, CFA's Merrill Lynch Experience January 2007 - January 2008
Job Manager at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP February 2014 - Present
Axiom Valuation Solutions June 2008 - January 2014
Interactive Data February 2008 - June 2008
Merrill Lynch January 2007 - January 2008
Education
Clark University 2006 — 2008
Master, Finance
Grant Thornton LLP February 2014 - Present
Axiom Valuation Solutions June 2008 - January 2014
Interactive Data February 2008 - June 2008
Merrill Lynch January 2007 - January 2008
Education
Clark University 2006 — 2008
Master, Finance
David Barranco David Barranco's Merrill Lynch Experience 2000 - 2001
Job Owner at Frosty Fruit
Industry Food & Beverages
Experience
Frosty Fruit 2003 - Present
Siemens 2001 - 2003
Merrill Lynch 2000 - 2001
Theragenics Corporation 1996 - 2000
Dirt Devil Vacuum Cleaner 1994 - 1996
Skills
Product Development, Team Building, Social Media, Strategic Planning, Project Management, Microsoft Excel, Business Strategy, Team Leadership, PowerPoint, Operations Management
Education
Kennesaw State University - Michael J. Coles College of Business 1998 — 2000
MBA, Entrepreneurship
Clemson University 1989 — 1994
Bachelor of Science, Industrial Engineering
Frosty Fruit 2003 - Present
Siemens 2001 - 2003
Merrill Lynch 2000 - 2001
Theragenics Corporation 1996 - 2000
Dirt Devil Vacuum Cleaner 1994 - 1996
Skills
Product Development, Team Building, Social Media, Strategic Planning, Project Management, Microsoft Excel, Business Strategy, Team Leadership, PowerPoint, Operations Management
Education
Kennesaw State University - Michael J. Coles College of Business 1998 — 2000
MBA, Entrepreneurship
Clemson University 1989 — 1994
Bachelor of Science, Industrial Engineering
Michael G. Edwards, CIMA, CRPC Michael G. Edwards, CIMA, CRPC's Merrill Lynch Experience November 1996 - January 2006
Job Managing Wealth...For Life
Industry Financial Services
Experience
StrategicWealthPartners, LLC January 2006 - Present
Merrill Lynch November 1996 - January 2006
Prudential Insurance April 1993 - November 1996
Education
Clarkson University 1988 — 1992
Bachelor of Science, Marketing and Management, Concentration in Finance
Wharton School of Business
Certified Investment Management Analyst
College for Financial Planning
Chartered Retirement Planning Counselor
StrategicWealthPartners, LLC January 2006 - Present
Merrill Lynch November 1996 - January 2006
Prudential Insurance April 1993 - November 1996
Education
Clarkson University 1988 — 1992
Bachelor of Science, Marketing and Management, Concentration in Finance
Wharton School of Business
Certified Investment Management Analyst
College for Financial Planning
Chartered Retirement Planning Counselor
Donna Mackin Donna Mackin's Merrill Lynch Experience August 1990 - April 1991
Job Faculty at St. Paul's Episcopal School
Industry Education Management
Experience
St. Paul's Episcopal School August 1995 - Present
US Army Corps of Engineers October 1993 - August 1995
SouthTrust Bank of Mobile September 1992 - October 1993
U.S. Department of Justice, Criminal Division April 1991 - August 1992
Merrill Lynch August 1990 - April 1991
Skills
Curriculum Development, Teaching, Curriculum Design, Educational Technology, Teacher Training, Higher Education, Educational Leadership, Classroom, Staff Development, Tutoring, Instructional Technology, Classroom Management, Program Development, Public Speaking, Research, Grant Writing, Leadership Development, Nonprofits, Technology Integration, Community Outreach, Science Technology...
Education
University of South Alabama 1995 — 1999
Master of Science (MS), Instructional Design
Clemson University 1986 — 1990
Bachelor of Science (BS), Finance and Financial Management Services
St. Paul's Episcopal School August 1995 - Present
US Army Corps of Engineers October 1993 - August 1995
SouthTrust Bank of Mobile September 1992 - October 1993
U.S. Department of Justice, Criminal Division April 1991 - August 1992
Merrill Lynch August 1990 - April 1991
Skills
Curriculum Development, Teaching, Curriculum Design, Educational Technology, Teacher Training, Higher Education, Educational Leadership, Classroom, Staff Development, Tutoring, Instructional Technology, Classroom Management, Program Development, Public Speaking, Research, Grant Writing, Leadership Development, Nonprofits, Technology Integration, Community Outreach, Science Technology...
Education
University of South Alabama 1995 — 1999
Master of Science (MS), Instructional Design
Clemson University 1986 — 1990
Bachelor of Science (BS), Finance and Financial Management Services
Donna Shenoha Donna Shenoha's Merrill Lynch Experience 2000 - 2003
Job VP, Health Promotion Program Manager at Wells Fargo
Industry Health, Wellness and Fitness
Experience
Wells Fargo January 2010 - Present
Wachovia Corporation 2003 - August 2010
Merrill Lynch 2000 - 2003
The Wellness Plan of North Carolina 1996 - 2000
CIGNA 1996 - 1996
Skills
Employee Benefits, Leadership, Strategic Planning, Management, Program Management, Strategy, Sales, Business Strategy, Coaching, Account Management, Process Improvement, Strategic Communications, Health Insurance, Integrated Marketing, Public Speaking
Education
Clarke College 1969 — 1973
BA, Economics/Computer Sciences
Wells Fargo January 2010 - Present
Wachovia Corporation 2003 - August 2010
Merrill Lynch 2000 - 2003
The Wellness Plan of North Carolina 1996 - 2000
CIGNA 1996 - 1996
Skills
Employee Benefits, Leadership, Strategic Planning, Management, Program Management, Strategy, Sales, Business Strategy, Coaching, Account Management, Process Improvement, Strategic Communications, Health Insurance, Integrated Marketing, Public Speaking
Education
Clarke College 1969 — 1973
BA, Economics/Computer Sciences
Bunnie (Nicole) Hilliard Bunnie (Nicole) Hilliard's Merrill Lynch Experience January 2001 - August 2003
Job Subscription Box Curator and Family Lifestyle Blogger
Industry Design
Experience
Giggle Girls Book Club October 2014 - Present
Life & Times Bunnie Hilliard January 2012 - Present
Smith & Nephew January 2010 - December 2011
Wells Real Estate Funds December 2006 - January 2009
Bank of America May 2005 - December 2006
Merrill Lynch January 2001 - August 2003
Skills
Marketing, Marketing Strategy, Marketing Communications, Relationship Management, Direct Marketing, Strategic Planning, Financial Services, Social Media Marketing, Email Marketing, Corporate Communications, Team Leadership, Competitive Analysis, Leadership, Integrated Marketing
Education
Clark Atlanta University 2003 — 2005
MBA, Marketing
Florida Agricultural and Mechanical University 1995 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Giggle Girls Book Club October 2014 - Present
Life & Times Bunnie Hilliard January 2012 - Present
Smith & Nephew January 2010 - December 2011
Wells Real Estate Funds December 2006 - January 2009
Bank of America May 2005 - December 2006
Merrill Lynch January 2001 - August 2003
Skills
Marketing, Marketing Strategy, Marketing Communications, Relationship Management, Direct Marketing, Strategic Planning, Financial Services, Social Media Marketing, Email Marketing, Corporate Communications, Team Leadership, Competitive Analysis, Leadership, Integrated Marketing
Education
Clark Atlanta University 2003 — 2005
MBA, Marketing
Florida Agricultural and Mechanical University 1995 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Greg Domorski Greg Domorski's Merrill Lynch Experience May 2008 - August 2008
Job Front End Developer, former Sports Reporter
Industry Computer Software
Experience
Star News Group - NJ July 2010 - February 2015
Rivals.com 2010 - 2013
Merrill Lynch May 2008 - August 2008
Skills
JavaScript, jQuery, CSS, HTML5, Editing, Journalism, Facebook, Social Media Marketing, Editorial, Storytelling, Publishing, Interviews, WordPress, Social Media, SEO, Public Speaking, Newspapers, News Writing, Proofreading, AP Style, Online Journalism, Blogging, Press Releases, Media Relations, Social Networking, Writing, Newspaper, QuarkXPress, Microsoft Office
Education
Clemson University 2007 — 2009
B.A., History
Star News Group - NJ July 2010 - February 2015
Rivals.com 2010 - 2013
Merrill Lynch May 2008 - August 2008
Skills
JavaScript, jQuery, CSS, HTML5, Editing, Journalism, Facebook, Social Media Marketing, Editorial, Storytelling, Publishing, Interviews, WordPress, Social Media, SEO, Public Speaking, Newspapers, News Writing, Proofreading, AP Style, Online Journalism, Blogging, Press Releases, Media Relations, Social Networking, Writing, Newspaper, QuarkXPress, Microsoft Office
Education
Clemson University 2007 — 2009
B.A., History
Chris Parise's Merrill Lynch Experience February 2014 - April 2015
Job Senior Recruiter at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Merrill Lynch February 2014 - April 2015
ARAMARK Healthcare July 2013 - January 2014
Duke Energy Corporation November 2007 - May 2013
Aerotek January 2004 - October 2007
Skills
Corporate Recruiting, Applicant Tracking..., Onboarding, Workforce Planning, Internet Recruiting, Talent Acquisition, Benefits Negotiation, Technical Recruiting, Screening Resumes, PeopleSoft, Sourcing, Recruiting, New Hire Orientations, Interviews, Temporary Placement, Human Resources, Management, Deferred Compensation, Time Management, Hiring, Screening, Employee Relations, Performance Management, Taleo, College Recruiting, Networking, Executive Search, Job Fairs, Background Checks, Personnel Management, Succession Planning, Resume Writing, Job Descriptions, Contract Recruitment, Benefits Administration, HR Consulting, Employee Benefits, Employee Engagement, Staffing Services, HR Policies, Employee Training, Talent Management, Labor Relations, HRIS
Education
Clemson University 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
Edward Jones April 2015 - Present
Merrill Lynch February 2014 - April 2015
ARAMARK Healthcare July 2013 - January 2014
Duke Energy Corporation November 2007 - May 2013
Aerotek January 2004 - October 2007
Skills
Corporate Recruiting, Applicant Tracking..., Onboarding, Workforce Planning, Internet Recruiting, Talent Acquisition, Benefits Negotiation, Technical Recruiting, Screening Resumes, PeopleSoft, Sourcing, Recruiting, New Hire Orientations, Interviews, Temporary Placement, Human Resources, Management, Deferred Compensation, Time Management, Hiring, Screening, Employee Relations, Performance Management, Taleo, College Recruiting, Networking, Executive Search, Job Fairs, Background Checks, Personnel Management, Succession Planning, Resume Writing, Job Descriptions, Contract Recruitment, Benefits Administration, HR Consulting, Employee Benefits, Employee Engagement, Staffing Services, HR Policies, Employee Training, Talent Management, Labor Relations, HRIS
Education
Clemson University 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
Tina Montgomery Tina Montgomery's Merrill Lynch Experience November 2011 - November 2012
Job Private Client Group at PNC
Industry Financial Services
Experience
PNC December 2012 - Present
Merrill Lynch November 2011 - November 2012
PNC Reverse Mortgage LLC October 2007 - May 2011
Financial Freedom March 1999 - October 2007
Skills
Loan Origination, Residential Mortgages, Mortgage Banking, Mortgage Lending, Refinance, Finance, Loans, Credit, Banking, Consumer Lending, Financial Services, Investments, Retirement Planning, Home Equity Lines of..., Relationship Management, Home Equity Loans, Reverse Mortgages, Strategic Financial..., Retirement, Insurance, Life Insurance, Fixed Annuities, Home Equity, Debt Consolidation, Retail Banking, FHA, Credit Analysis, FHA Financing
Education
Indiana University of Pennsylvania
B.A., Political Science/Business Management
Clarion University of Pennsylvania
Post-graduate classes in Accounting, Economics
PNC December 2012 - Present
Merrill Lynch November 2011 - November 2012
PNC Reverse Mortgage LLC October 2007 - May 2011
Financial Freedom March 1999 - October 2007
Skills
Loan Origination, Residential Mortgages, Mortgage Banking, Mortgage Lending, Refinance, Finance, Loans, Credit, Banking, Consumer Lending, Financial Services, Investments, Retirement Planning, Home Equity Lines of..., Relationship Management, Home Equity Loans, Reverse Mortgages, Strategic Financial..., Retirement, Insurance, Life Insurance, Fixed Annuities, Home Equity, Debt Consolidation, Retail Banking, FHA, Credit Analysis, FHA Financing
Education
Indiana University of Pennsylvania
B.A., Political Science/Business Management
Clarion University of Pennsylvania
Post-graduate classes in Accounting, Economics
Keith Springer's Merrill Lynch Experience 1985 - 1990
Job President and Founder at Springer Financial Advisors
Industry Financial Services
Experience
KTXL FOX40 News October 2012 - Present
Clear Channel Radio September 2011 - Present
Society for Financial Awareness 2007 - Present
Springer Financial Advisors 1996 - Present
Merrill Lynch 1985 - 1990
Skills
Strategic Planning, Small Business, Public Speaking, Social Networking, Investments, Financial Advisory, Non-profits, Wealth Management, Online Marketing, Retirement, Estate Planning, Portfolio Management, Strategic Financial..., Business Development, Entrepreneurship, Mutual Funds, Financial Planners, Personal Finance, Funding, Insurance, Newsletters, Finance, Retirement Planning, Wealth, IRAs, Life Insurance, Nonprofits, Mortgage Lending, Start-ups, Investment Management, Investment Advisory, Financial Markets, Economics, Risk Management, New Business Development, Social Media, Asset Management, Business Planning, Financial Analysis, 401k, Fixed Annuities, Training, Securities, Investment Strategies, Series 7, Financial Services, Asset Allocation, Disability Insurance, Long-term Care, Business
Education
King's College London 1985 — 1985
Clark University 1981 — 1985
KTXL FOX40 News October 2012 - Present
Clear Channel Radio September 2011 - Present
Society for Financial Awareness 2007 - Present
Springer Financial Advisors 1996 - Present
Merrill Lynch 1985 - 1990
Skills
Strategic Planning, Small Business, Public Speaking, Social Networking, Investments, Financial Advisory, Non-profits, Wealth Management, Online Marketing, Retirement, Estate Planning, Portfolio Management, Strategic Financial..., Business Development, Entrepreneurship, Mutual Funds, Financial Planners, Personal Finance, Funding, Insurance, Newsletters, Finance, Retirement Planning, Wealth, IRAs, Life Insurance, Nonprofits, Mortgage Lending, Start-ups, Investment Management, Investment Advisory, Financial Markets, Economics, Risk Management, New Business Development, Social Media, Asset Management, Business Planning, Financial Analysis, 401k, Fixed Annuities, Training, Securities, Investment Strategies, Series 7, Financial Services, Asset Allocation, Disability Insurance, Long-term Care, Business
Education
King's College London 1985 — 1985
Clark University 1981 — 1985
Edward Szemis's Merrill Lynch Experience
Job VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Due Diligence, Strategic Financial..., Mergers & Acquisitions, Series 7, Finance, Strategic Planning, Retirement, Financial Analysis, Risk Management, Analysis, Process Improvement, 401k, Business Analysis, Mutual Funds, Investments, SDLC, Retirement Planning, Vendor Management, Project Management, Financial Modeling
Education
Clarkson University 1976 — 1980
Merrill Lynch
Skills
Due Diligence, Strategic Financial..., Mergers & Acquisitions, Series 7, Finance, Strategic Planning, Retirement, Financial Analysis, Risk Management, Analysis, Process Improvement, 401k, Business Analysis, Mutual Funds, Investments, SDLC, Retirement Planning, Vendor Management, Project Management, Financial Modeling
Education
Clarkson University 1976 — 1980
Brian Desjourdy's Merrill Lynch Experience July 2006 - August 2007
Job Sr. Director, Order Room at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments August 2007 - Present
Merrill Lynch July 2006 - August 2007
E*Trade Financial 2004 - 2005
Etrade Professional 2003 - 2005
E*Trade Professional 1999 - 2005
E*Trade 1999 - 2004
E*TRADE Professional Trading 1999 - 2004
Tradescape 1999 - 1999
Heartland Securites, LLC 1994 - 1999
Skills
Series 7, Series 63, Equities, Securities, Trading, Series 24, Series 55
Education
University of Hartford 1992 — 1994
MS, Professional Accounting
Clark University 1988 — 1992
Fidelity Investments December 2014 - Present
Fidelity Investments August 2007 - Present
Merrill Lynch July 2006 - August 2007
E*Trade Financial 2004 - 2005
Etrade Professional 2003 - 2005
E*Trade Professional 1999 - 2005
E*Trade 1999 - 2004
E*TRADE Professional Trading 1999 - 2004
Tradescape 1999 - 1999
Heartland Securites, LLC 1994 - 1999
Skills
Series 7, Series 63, Equities, Securities, Trading, Series 24, Series 55
Education
University of Hartford 1992 — 1994
MS, Professional Accounting
Clark University 1988 — 1992
Brian Gerhardt's Merrill Lynch Experience October 2004 - April 2007
Job Operations and Quality Lead Liquidnet Trading at Liquidnet
Industry Financial Services
Experience
Liquidnet April 2007 - Present
Merrill Lynch October 2004 - April 2007
Moneyline Telerate, NYC 2002 - 2004
Simile Software 2000 - 2001
Market Data Corporation 1996 - 2000
Market Data Coporation 1996 - 2000
Skills
Electronic Trading, Market Data, Trading Systems, Low Latency, Equity Trading, Agile Methodologies, Quality Assurance, Operations Management, Reference Data, Equities, Financial Markets, Options, Unix, Trading, User Acceptance Testing, Management, Software Quality..., Derivatives, Equity Derivatives, Order Management, Test Planning, SDLC, Exchange Connectivity, Test Automation, Agile Project Management, JIRA, Release Management, Performance Testing, Scrum, Test Management, Agile Testing, Regression Testing, Requirements Gathering, Testing, Requirements Analysis, Selenium, Test Cases
Education
Clarkson University 1992 — 1996
Bachelor of Science, Aeronautical Engineering
Liquidnet April 2007 - Present
Merrill Lynch October 2004 - April 2007
Moneyline Telerate, NYC 2002 - 2004
Simile Software 2000 - 2001
Market Data Corporation 1996 - 2000
Market Data Coporation 1996 - 2000
Skills
Electronic Trading, Market Data, Trading Systems, Low Latency, Equity Trading, Agile Methodologies, Quality Assurance, Operations Management, Reference Data, Equities, Financial Markets, Options, Unix, Trading, User Acceptance Testing, Management, Software Quality..., Derivatives, Equity Derivatives, Order Management, Test Planning, SDLC, Exchange Connectivity, Test Automation, Agile Project Management, JIRA, Release Management, Performance Testing, Scrum, Test Management, Agile Testing, Regression Testing, Requirements Gathering, Testing, Requirements Analysis, Selenium, Test Cases
Education
Clarkson University 1992 — 1996
Bachelor of Science, Aeronautical Engineering
George Akkara, CFA, FRM's Merrill Lynch Experience 2000 - 2005
Job Fixed Income Derivatives
Industry Financial Services
Experience
Silvercrest Management October 2013 - Present
Bloomberg Financial Products 2006 - 2013
Citigroup March 2005 - September 2006
Merrill Lynch 2000 - 2005
Deutsche Bank 1997 - 2000
Lehman Brothers 1993 - 1997
Skills
Derivatives, Valuation, Fixed Income, Interest Rate..., Bloomberg, Team Management, Capital Markets, Securities, Banking, Rates, Risk Management, Market Risk, Project Management, Product Development, Front to Back Office, Enterprise Risk Systems, Financial Services, Summit, Murex
Education
GARP 2010 — 2011
FRM, Market Risk Management
CFA Institute 1992 — 1994
CFA, Portfolio Management
Clarkson University
MBA, Finance
Loyola College
B.Com, Accounting, Economics
Silvercrest Management October 2013 - Present
Bloomberg Financial Products 2006 - 2013
Citigroup March 2005 - September 2006
Merrill Lynch 2000 - 2005
Deutsche Bank 1997 - 2000
Lehman Brothers 1993 - 1997
Skills
Derivatives, Valuation, Fixed Income, Interest Rate..., Bloomberg, Team Management, Capital Markets, Securities, Banking, Rates, Risk Management, Market Risk, Project Management, Product Development, Front to Back Office, Enterprise Risk Systems, Financial Services, Summit, Murex
Education
GARP 2010 — 2011
FRM, Market Risk Management
CFA Institute 1992 — 1994
CFA, Portfolio Management
Clarkson University
MBA, Finance
Loyola College
B.Com, Accounting, Economics
Joe Boykin, CFP®'s Merrill Lynch Experience November 2005 - August 2007
Job Territory Sales Manager at Carolina Business Equipment
Industry Information Technology and Services
Experience
Carolina Business Equipment June 2015 - Present
JE Wilson Advisors, LLC May 2014 - May 2015
Technocom Business Systems March 2008 - May 2014
Belk Bowl July 2007 - January 2013
Charlotte Touchdown Club 2003 - 2012
Merrill Lynch November 2005 - August 2007
Smith Barney October 2000 - November 2005
Citifinancial Consumer Finance September 1997 - October 2000
Skills
Sales Operations, Sales, Leadership, Sales Management, Management, New Business Development, Negotiation, Budgets, Customer Service, Account Management, Strategic Planning, Credit, Contract Negotiation, Selling, Sales Process, Finance, Forecasting, Team Building, Direct Sales, Cold Calling, Marketing, Marketing Strategy, Strategy, Lead Generation, Strategic Financial..., Portfolio Management, Investments, Pricing, B2B, Solution Selling, CRM, Salesforce.com, Business Planning, Business Development, Competitive Analysis, Customer Satisfaction, Customer Retention, Small Business, Business Strategy, P&L Management, Team Leadership, Product Marketing, Sales Presentations, Cross-functional Team..., Start-ups, Financial Planning
Education
Clemson University 1991 — 1995
Bachelor of Science (BS), Marketing
Carolina Business Equipment June 2015 - Present
JE Wilson Advisors, LLC May 2014 - May 2015
Technocom Business Systems March 2008 - May 2014
Belk Bowl July 2007 - January 2013
Charlotte Touchdown Club 2003 - 2012
Merrill Lynch November 2005 - August 2007
Smith Barney October 2000 - November 2005
Citifinancial Consumer Finance September 1997 - October 2000
Skills
Sales Operations, Sales, Leadership, Sales Management, Management, New Business Development, Negotiation, Budgets, Customer Service, Account Management, Strategic Planning, Credit, Contract Negotiation, Selling, Sales Process, Finance, Forecasting, Team Building, Direct Sales, Cold Calling, Marketing, Marketing Strategy, Strategy, Lead Generation, Strategic Financial..., Portfolio Management, Investments, Pricing, B2B, Solution Selling, CRM, Salesforce.com, Business Planning, Business Development, Competitive Analysis, Customer Satisfaction, Customer Retention, Small Business, Business Strategy, P&L Management, Team Leadership, Product Marketing, Sales Presentations, Cross-functional Team..., Start-ups, Financial Planning
Education
Clemson University 1991 — 1995
Bachelor of Science (BS), Marketing
Aniya Zaozerskaya's Merrill Lynch Experience 2003 - 2003
Job Client Manager at Millward Brown Digital
Industry Market Research
Experience
Millward Brown Digital January 2014 - Present
Compete, Inc. September 2007 - Present
Millward Brown Digital 2011 - 2013
Merrill Lynch 2003 - 2003
Skills
Analytics, Web Analytics, Competitive Intelligence, Competitive Analysis, Segmentation, Customer Insight, Consumer Behaviour, Market Research, Marketing Research, Digital Marketing, Digital Strategy, Online Advertising, Market Analysis, Advertising Research, CRM
Education
Clark University 2010 — 2012
Master's degree, Professional Communications, Marketing
Macalester College 2002 — 2006
BA, Economics, German Studies, Religious Studies
Millward Brown Digital January 2014 - Present
Compete, Inc. September 2007 - Present
Millward Brown Digital 2011 - 2013
Merrill Lynch 2003 - 2003
Skills
Analytics, Web Analytics, Competitive Intelligence, Competitive Analysis, Segmentation, Customer Insight, Consumer Behaviour, Market Research, Marketing Research, Digital Marketing, Digital Strategy, Online Advertising, Market Analysis, Advertising Research, CRM
Education
Clark University 2010 — 2012
Master's degree, Professional Communications, Marketing
Macalester College 2002 — 2006
BA, Economics, German Studies, Religious Studies
Tiffany Rozek's Merrill Lynch Experience 2007 - 2010
Job Account Vice President at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. 2010 - Present
Merrill Lynch 2007 - 2010
Education
Clemson University 1994 — 1999
BS, Chemical Engineering
UBS Financial Services Inc. 2010 - Present
Merrill Lynch 2007 - 2010
Education
Clemson University 1994 — 1999
BS, Chemical Engineering
Daniel Nissim's Merrill Lynch Experience August 1981 - June 1984
Job IT Business Analyst Supply Chain Planning at Sun Products Corporation
Industry Computer Software
Experience
Sun Products Corporation June 2012 - Present
JDA Software October 2010 - June 2012
Unilever April 2000 - December 2009
Phibro Energy May 1989 - January 1994
Credit Suisse First Boston October 1985 - September 1988
Oppenhiemer & Co. June 1984 - June 1985
Merrill Lynch August 1981 - June 1984
Skills
Business Analysis, Business Process..., Change Management, Cross-functional Team..., Oracle, Project Management, Solution Architecture, Management, Process Improvement, SQL, PL/SQL, Business Process, Visual Basic, Unix, Team Leadership, Microsoft SQL Server, Requirements Analysis, Data Warehousing, Databases, Integration, T-SQL, Supply Chain, IT Strategy, Leadership, AIX, SDLC, Perl, Software Project..., Servers, Software Development
Education
Clark University 1976 — 1980
Sun Products Corporation June 2012 - Present
JDA Software October 2010 - June 2012
Unilever April 2000 - December 2009
Phibro Energy May 1989 - January 1994
Credit Suisse First Boston October 1985 - September 1988
Oppenhiemer & Co. June 1984 - June 1985
Merrill Lynch August 1981 - June 1984
Skills
Business Analysis, Business Process..., Change Management, Cross-functional Team..., Oracle, Project Management, Solution Architecture, Management, Process Improvement, SQL, PL/SQL, Business Process, Visual Basic, Unix, Team Leadership, Microsoft SQL Server, Requirements Analysis, Data Warehousing, Databases, Integration, T-SQL, Supply Chain, IT Strategy, Leadership, AIX, SDLC, Perl, Software Project..., Servers, Software Development
Education
Clark University 1976 — 1980
Scott Jordan, CFP®'s Merrill Lynch Experience 2001 - Present
Job Vice President, Wealth Management Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 2001 - Present
Education
Clemson University 1988 — 1994
Merrill Lynch 2001 - Present
Education
Clemson University 1988 — 1994
Whun Darren Oh's Merrill Lynch Experience May 2008 - July 2011
Job Consultant at CNM LLP
Industry Accounting
Experience
CNM LLP January 2015 - Present
Moss Adams LLP October 2009 - Present
Merrill Lynch May 2008 - July 2011
Merrill Lynch May 2007 - August 2007
Skills
Valuation, GAAP, Excel, Internal Controls, IPO, Financial Reporting
Education
Claremont McKenna College 2005 — 2009
Bachelor of Arts, Economics, Accounting
CNM LLP January 2015 - Present
Moss Adams LLP October 2009 - Present
Merrill Lynch May 2008 - July 2011
Merrill Lynch May 2007 - August 2007
Skills
Valuation, GAAP, Excel, Internal Controls, IPO, Financial Reporting
Education
Claremont McKenna College 2005 — 2009
Bachelor of Arts, Economics, Accounting
Rosalyn Moorer-Daley's Merrill Lynch Experience June 2005 - February 2010
Job Sr Tax Audit & Reconciliation Analyst
Industry Financial Services
Experience
Northgate Arinso, Inc May 2010 - Present
NorthgateArinso 2010 - Present
Merrill Lynch June 2005 - February 2010
AMVESCAP RETIREMENT, INC January 2004 - June 2005
AMVESCAP RETIREMENT, INC March 2002 - January 2004
GEORGIA-TEMP, INC @ GEORGIA-PACIFIC CORPORATION November 1997 - June 2001
GEORGIA-PACIFIC CORPORATION May 1982 - November 1997
Education
Clark Atlanta University 1978 — 1982
Bachelor of Arts, Accounting
Northgate Arinso, Inc May 2010 - Present
NorthgateArinso 2010 - Present
Merrill Lynch June 2005 - February 2010
AMVESCAP RETIREMENT, INC January 2004 - June 2005
AMVESCAP RETIREMENT, INC March 2002 - January 2004
GEORGIA-TEMP, INC @ GEORGIA-PACIFIC CORPORATION November 1997 - June 2001
GEORGIA-PACIFIC CORPORATION May 1982 - November 1997
Education
Clark Atlanta University 1978 — 1982
Bachelor of Arts, Accounting
Joe Powers's Merrill Lynch Experience January 2015 - Present
Job Complex Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch October 2011 - Present
Merrill Lynch July 2010 - October 2011
Merrill Lynch January 2008 - August 2010
Merrill Lynch October 2005 - January 2008
Merrill Lynch March 2005 - October 2005
Merrill Lynch October 2000 - March 2005
Merrill Lynch January 1999 - October 2000
Merrill Lynch January 1998 - January 1999
Merrill Lynch January 1994 - January 1998
Skills
Series 7, Business Strategy, Wealth Management, Series 63, Risk Management, Series 65, Vendor Management, Business Analysis, Team Building, Process Improvement, Wealth Management..., Leadership, Financial Services, Strategic Planning, Securities, FINRA, Financial Advisory
Education
Clemson University 1989 — 1993
BS, Finance
Merrill Lynch January 2015 - Present
Merrill Lynch October 2011 - Present
Merrill Lynch July 2010 - October 2011
Merrill Lynch January 2008 - August 2010
Merrill Lynch October 2005 - January 2008
Merrill Lynch March 2005 - October 2005
Merrill Lynch October 2000 - March 2005
Merrill Lynch January 1999 - October 2000
Merrill Lynch January 1998 - January 1999
Merrill Lynch January 1994 - January 1998
Skills
Series 7, Business Strategy, Wealth Management, Series 63, Risk Management, Series 65, Vendor Management, Business Analysis, Team Building, Process Improvement, Wealth Management..., Leadership, Financial Services, Strategic Planning, Securities, FINRA, Financial Advisory
Education
Clemson University 1989 — 1993
BS, Finance
Nancy Natelli's Merrill Lynch Experience August 1999 - July 2000
Job Associate Director, Finance Human Resources at Columbia University in the City of New York
Industry Human Resources
Experience
Columbia University in the City of New York November 2013 - Present
Borough of Manhattan Community College/City University of New York September 2009 - October 2013
Altria Corporate Services, Inc. July 2000 - March 2008
Merrill Lynch August 1999 - July 2000
The Bank of New York June 1994 - July 1999
K-III Magazines (Primedia) June 1993 - May 1994
Education
Rutgers University-New Brunswick 1991 — 1993
MS, Industrial Relations/Human Resources
Clark University 1982 — 1986
BA, Psychology
Columbia University in the City of New York November 2013 - Present
Borough of Manhattan Community College/City University of New York September 2009 - October 2013
Altria Corporate Services, Inc. July 2000 - March 2008
Merrill Lynch August 1999 - July 2000
The Bank of New York June 1994 - July 1999
K-III Magazines (Primedia) June 1993 - May 1994
Education
Rutgers University-New Brunswick 1991 — 1993
MS, Industrial Relations/Human Resources
Clark University 1982 — 1986
BA, Psychology
Amy Iliescu's Merrill Lynch Experience October 2009 - Present
Job VP, Retirement Solutions and Annuity Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2009 - Present
Banc of America Securities January 2009 - October 2009
Bank of America January 2008 - January 2009
Bank of America April 2005 - January 2008
Putnam Investments November 1999 - April 2005
Skills
401k, Stocks, Retirement, Fixed Annuities
Education
Endicott College 2001 — 2003
MBA
Clark University 1995 — 1999
BA, Biology
Merrill Lynch October 2009 - Present
Banc of America Securities January 2009 - October 2009
Bank of America January 2008 - January 2009
Bank of America April 2005 - January 2008
Putnam Investments November 1999 - April 2005
Skills
401k, Stocks, Retirement, Fixed Annuities
Education
Endicott College 2001 — 2003
MBA
Clark University 1995 — 1999
BA, Biology
Kareena Kincade's Merrill Lynch Experience 2000 - 2002
Job Reporting Analyst/Survey Coordinator at SHPS
Industry Health, Wellness and Fitness
Experience
SHPS March 2003 - August 2012
eBenX, Inc. 2002 - 2003
Merrill Lynch 2000 - 2002
Skills
Data Entry, Employee Benefits, Process Improvement, Quality Assurance, Management, Program Management
Education
University of Washington 1998 — 2000
BA, Psychology
Clark College 1996 — 1998
Associates, Psychology
SHPS March 2003 - August 2012
eBenX, Inc. 2002 - 2003
Merrill Lynch 2000 - 2002
Skills
Data Entry, Employee Benefits, Process Improvement, Quality Assurance, Management, Program Management
Education
University of Washington 1998 — 2000
BA, Psychology
Clark College 1996 — 1998
Associates, Psychology
Lucas Root's Merrill Lynch Experience May 2004 - April 2007
Job Project Manager / Senior Business Analyst
Industry Banking
Experience
Consultant August 2010 - May 2015
Citigroup April 2007 - August 2010
Merrill Lynch May 2004 - April 2007
Skills
Product Management, Management, Strategic Partnerships, Change Management, Strategy, Data Governance, Leadership, Team Leadership, Team Building, Business Analysis, Governance, Integration, Strategic Sourcing, Risk Management, Business Process..., Business Transformation, Strategic Planning, Business Process, Business Intelligence, Project Management, Project Portfolio..., PMO, Financial Services, SDLC, Testing, Vendor Management, Project Delivery, IT Strategy, Requirements Gathering, Software Project..., Business Requirements, Program Management, Data Analysis
Education
Clarkson University 2001 — 2005
Bachelor of Science (BS), Engineering Physics
Consultant August 2010 - May 2015
Citigroup April 2007 - August 2010
Merrill Lynch May 2004 - April 2007
Skills
Product Management, Management, Strategic Partnerships, Change Management, Strategy, Data Governance, Leadership, Team Leadership, Team Building, Business Analysis, Governance, Integration, Strategic Sourcing, Risk Management, Business Process..., Business Transformation, Strategic Planning, Business Process, Business Intelligence, Project Management, Project Portfolio..., PMO, Financial Services, SDLC, Testing, Vendor Management, Project Delivery, IT Strategy, Requirements Gathering, Software Project..., Business Requirements, Program Management, Data Analysis
Education
Clarkson University 2001 — 2005
Bachelor of Science (BS), Engineering Physics
Janelle Bryant's Merrill Lynch Experience September 2004 - Present
Job Healthcare IT Project Manager ~ EHR Implementation & Data Analytics
Industry Information Technology and Services
Experience
Merrill Lynch September 2004 - Present
Ernst & Young November 2001 - November 2003
Charles Schwab June 1999 - May 2001
Skills
Series 7, Series 63, Uniform Combined State..., Series 65, FINRA, Wealth Management, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Series 24, Equities, Fixed Income, ETFs, Investments
Education
Clark Atlanta University 1995 — 1999
Psychology
Merrill Lynch September 2004 - Present
Ernst & Young November 2001 - November 2003
Charles Schwab June 1999 - May 2001
Skills
Series 7, Series 63, Uniform Combined State..., Series 65, FINRA, Wealth Management, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Series 24, Equities, Fixed Income, ETFs, Investments
Education
Clark Atlanta University 1995 — 1999
Psychology
Van Vu's Merrill Lynch Experience July 2005 - August 2007
Job Instructor at TTS
Industry Financial Services
Experience
Training the Street July 2007 - Present
Merrill Lynch July 2005 - August 2007
Education
Claremont McKenna College 2001 — 2005
BA, Politics, Philosophy, and Economics w/ Economics Dual
Training the Street July 2007 - Present
Merrill Lynch July 2005 - August 2007
Education
Claremont McKenna College 2001 — 2005
BA, Politics, Philosophy, and Economics w/ Economics Dual
Don Kukola's Merrill Lynch Experience January 2006 - December 2008
Job Vice President
Industry Information Technology and Services
Experience
JPMorgan Chase February 2013 - Present
JPMorgan Chase June 2011 - February 2013
Bank of America June 2009 - November 2010
Bank of America January 2009 - July 2009
Merrill Lynch January 2006 - December 2008
Merrill Lynch January 2005 - December 2005
Merrill Lynch January 2003 - December 2004
Merrill Lynch October 1999 - December 2003
Skills
Business Continuity, Vendor Management, IT Strategy, Risk Management, Security, Business Analysis, Governance, SDLC, Disaster Recovery, Enterprise Architecture, Information Security, Contract Management, Business Strategy
Education
Clarion University of Pennsylvania 1971 — 1975
BS Ed, Chemistry/Physics
JPMorgan Chase February 2013 - Present
JPMorgan Chase June 2011 - February 2013
Bank of America June 2009 - November 2010
Bank of America January 2009 - July 2009
Merrill Lynch January 2006 - December 2008
Merrill Lynch January 2005 - December 2005
Merrill Lynch January 2003 - December 2004
Merrill Lynch October 1999 - December 2003
Skills
Business Continuity, Vendor Management, IT Strategy, Risk Management, Security, Business Analysis, Governance, SDLC, Disaster Recovery, Enterprise Architecture, Information Security, Contract Management, Business Strategy
Education
Clarion University of Pennsylvania 1971 — 1975
BS Ed, Chemistry/Physics
Tasheia Wilson, MBA's Merrill Lynch Experience June 2003 - August 2003
Job Logistics Manager at WalMart
Industry Logistics and Supply Chain
Experience
Wal-Mart September 2006 - Present
Rockwell Automation August 2004 - August 2006
Merrill Lynch June 2003 - August 2003
Skills
Leadership, Logistics, Management, Transportation, Software Documentation, Analysis, Process Scheduler, Manufacturing, Business Planning, Coaching, Supply Chain, Microsoft Excel, Supply Chain Management, Cross-functional Team..., Forecasting, Marketing
Education
Clemson University 2007 — 2009
Master's of Business Administration (MBA)
University of South Carolina 2000 — 2004
Bachelor's Degree, International Business & Marketing
Wal-Mart September 2006 - Present
Rockwell Automation August 2004 - August 2006
Merrill Lynch June 2003 - August 2003
Skills
Leadership, Logistics, Management, Transportation, Software Documentation, Analysis, Process Scheduler, Manufacturing, Business Planning, Coaching, Supply Chain, Microsoft Excel, Supply Chain Management, Cross-functional Team..., Forecasting, Marketing
Education
Clemson University 2007 — 2009
Master's of Business Administration (MBA)
University of South Carolina 2000 — 2004
Bachelor's Degree, International Business & Marketing
Sam Mittermiller's Merrill Lynch Experience July 2006 - April 2009
Job Director of Finance at Chairish
Industry Internet
Experience
Chairish February 2014 - Present
Sanborn Kilcollin Partners November 2012 - March 2013
Columbia Wanger Asset Management June 2012 - September 2012
Technicolor April 2009 - May 2011
Merrill Lynch July 2006 - April 2009
Skills
Financial Analysis, Due Diligence, Financial Modeling, Corporate Development, Corporate Finance, Venture Capital, Valuation, Mergers & Acquisitions, Private Equity, Business Strategy
Education
University of Chicago Graduate School of Business 2011 — 2013
MBA, Accounting, Entrepreneurship, and Finance
Claremont McKenna College 2002 — 2006
BA, Economics
Chairish February 2014 - Present
Sanborn Kilcollin Partners November 2012 - March 2013
Columbia Wanger Asset Management June 2012 - September 2012
Technicolor April 2009 - May 2011
Merrill Lynch July 2006 - April 2009
Skills
Financial Analysis, Due Diligence, Financial Modeling, Corporate Development, Corporate Finance, Venture Capital, Valuation, Mergers & Acquisitions, Private Equity, Business Strategy
Education
University of Chicago Graduate School of Business 2011 — 2013
MBA, Accounting, Entrepreneurship, and Finance
Claremont McKenna College 2002 — 2006
BA, Economics
Julie Bitting's Merrill Lynch Experience 2006 - 2009
Job Operations Specialist at Ascensus
Industry Financial Services
Experience
Ascensus April 2012 - Present
Ascensus August 2010 - April 2012
Merrill Lynch 2006 - 2009
Merrill Lynch 2002 - 2006
Merrill Lynch 1999 - 2002
Merrill Lynch 1998 - 1999
M & T Bank 1994 - 1998
Education
Clarion University of Pennsylvania 1992 — 1994
B.S., Psychology
Montgomery County Community College
Certificate, Medical Billing & Coding Certificate
Ascensus April 2012 - Present
Ascensus August 2010 - April 2012
Merrill Lynch 2006 - 2009
Merrill Lynch 2002 - 2006
Merrill Lynch 1999 - 2002
Merrill Lynch 1998 - 1999
M & T Bank 1994 - 1998
Education
Clarion University of Pennsylvania 1992 — 1994
B.S., Psychology
Montgomery County Community College
Certificate, Medical Billing & Coding Certificate
Sue Ciucki's Merrill Lynch Experience Office ManagerHJ Umbaugh & AssociatesSeptember 1996 - August 2001
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Office ManagerHJ Umbaugh & AssociatesSeptember 1996 - August 2001
Education
Clarke University 1969 — 1973
BA, Music Education
Merrill Lynch Office ManagerHJ Umbaugh & AssociatesSeptember 1996 - August 2001
Education
Clarke University 1969 — 1973
BA, Music Education
nicole hilliard's Merrill Lynch Experience January 2002 - August 2003
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Wells Real Estate Funds December 2006 - January 2009
Bank of America May 2005 - December 2006
Merrill Lynch January 2002 - August 2003
Education
Clark Atlanta University 2003 — 2005
MBA, Marketing
Florida Agricultural and Mechanical University 1995 — 2000
B.S., Business Administration
Wells Real Estate Funds December 2006 - January 2009
Bank of America May 2005 - December 2006
Merrill Lynch January 2002 - August 2003
Education
Clark Atlanta University 2003 — 2005
MBA, Marketing
Florida Agricultural and Mechanical University 1995 — 2000
B.S., Business Administration
Ben Clauss's Merrill Lynch Experience 1998 - Present
Job First Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 1998 - Present
Skills
Investments, Chartered Financial..., Capital Markets Analysis, Alternative Investments, Asset Allocation, Portfolio Management, Retirement Planning, Series 7, Customer Service, Strategic Financial..., Credit Analysis, Financial Planning, Asset Management, Management
Education
Clemson University 1991 — 1995
bs, Mechanical Engineering
Merrill Lynch 1998 - Present
Skills
Investments, Chartered Financial..., Capital Markets Analysis, Alternative Investments, Asset Allocation, Portfolio Management, Retirement Planning, Series 7, Customer Service, Strategic Financial..., Credit Analysis, Financial Planning, Asset Management, Management
Education
Clemson University 1991 — 1995
bs, Mechanical Engineering
Mark Witte's Merrill Lynch Experience October 2000 - Present
Job First Vice President Wealth Management, Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2000 - Present
Skills
Retirement Planning, Wealth Management, Series 7, Uniform Combined State..., Investment Advisory, Asset Allocation, Retirement, Strategic Financial..., Investment Strategies, Mutual Funds, Investments, Estate Planning, Saving for Education, Financial Advisory, Alternative Investments, Portfolio Management, Wealth Management..., Fixed Income, 401k Rollovers, Multi-generational..., Charitable Gift Planning, Risk Management, IRAs
Education
Clarion University of Pennsylvania 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General
Merrill Lynch October 2000 - Present
Skills
Retirement Planning, Wealth Management, Series 7, Uniform Combined State..., Investment Advisory, Asset Allocation, Retirement, Strategic Financial..., Investment Strategies, Mutual Funds, Investments, Estate Planning, Saving for Education, Financial Advisory, Alternative Investments, Portfolio Management, Wealth Management..., Fixed Income, 401k Rollovers, Multi-generational..., Charitable Gift Planning, Risk Management, IRAs
Education
Clarion University of Pennsylvania 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General
Susan Zimmerman's Merrill Lynch Experience 2007 - 2009
Job President at Bohicket Road
Industry Consumer Goods
Experience
Bohicket Road 2012 - Present
Arts & Crafts Studio 2011 - 2012
Merrill Lynch 2007 - 2009
Skills
Marketing, Public Relations, Marketing Strategy, Public Speaking, Event Planning, Editing, Customer Service, Strategic Planning, Team Building, Web Design, Sales, Small Business, Trade Shows, Financial Analysis, Product Design, Design Research, Online Research, Social Media, Social Media Marketing, Entrepreneurship, Social Networking
Education
College of Charleston 1991 — 1994
BA, English Language and Literature/Letters
Clemson University 1988 — 1990
Bohicket Road 2012 - Present
Arts & Crafts Studio 2011 - 2012
Merrill Lynch 2007 - 2009
Skills
Marketing, Public Relations, Marketing Strategy, Public Speaking, Event Planning, Editing, Customer Service, Strategic Planning, Team Building, Web Design, Sales, Small Business, Trade Shows, Financial Analysis, Product Design, Design Research, Online Research, Social Media, Social Media Marketing, Entrepreneurship, Social Networking
Education
College of Charleston 1991 — 1994
BA, English Language and Literature/Letters
Clemson University 1988 — 1990
Shane Mahieu's Merrill Lynch Experience September 2006 - Present
Job AAMS, CSNA, Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2006 - Present
HSBC Securities June 2004 - September 2006
The Ayco Company, L.P. February 2002 - June 2004
Prudential Securities June 1999 - February 2002
PaineWebber August 1995 - June 1999
Skills
Investments, Retirement Planning, Credit, Financial Advisory, Asset, Wealth, Series 7, Series 63, Wealth Management, Financial Planning, Asset Management, Mutual Funds, Estate Planning, Securities, Insurance, Asset Allocation, Portfolio Management, Investment Advisory, Retirement, Annuities, Investment Strategies, Financial Analysis, Risk Management, Equities, Long Term Care, Bonds, Options, Cash Management, New Business Development, Alternative Investments, Fixed Income, Banking, Series 65, Series 9, Series 10, Fixed Annuities, Financial Services, 401k, Separately Managed..., Private Equity, Series 6, Relationship Management, Financial Markets, Mortgage Lending, Finance, Bloomberg, Financial Modeling, Loans, Uniform Combined State..., IRAs
Education
Clarkson University 1993 — 1994
Bachelor of Science, Management
Jacksonville University 1991 — 1993
Management, Business Administration
Montclair Kimberley Academy 1977 — 1990
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Merrill Lynch September 2006 - Present
HSBC Securities June 2004 - September 2006
The Ayco Company, L.P. February 2002 - June 2004
Prudential Securities June 1999 - February 2002
PaineWebber August 1995 - June 1999
Skills
Investments, Retirement Planning, Credit, Financial Advisory, Asset, Wealth, Series 7, Series 63, Wealth Management, Financial Planning, Asset Management, Mutual Funds, Estate Planning, Securities, Insurance, Asset Allocation, Portfolio Management, Investment Advisory, Retirement, Annuities, Investment Strategies, Financial Analysis, Risk Management, Equities, Long Term Care, Bonds, Options, Cash Management, New Business Development, Alternative Investments, Fixed Income, Banking, Series 65, Series 9, Series 10, Fixed Annuities, Financial Services, 401k, Separately Managed..., Private Equity, Series 6, Relationship Management, Financial Markets, Mortgage Lending, Finance, Bloomberg, Financial Modeling, Loans, Uniform Combined State..., IRAs
Education
Clarkson University 1993 — 1994
Bachelor of Science, Management
Jacksonville University 1991 — 1993
Management, Business Administration
Montclair Kimberley Academy 1977 — 1990
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Brian Young's Merrill Lynch Experience March 2000 - March 2009
Job SVP, Head of Compensation, Benefits, and Information Systems at Ares Management
Industry Financial Services
Experience
Ares Management September 2014 - Present
Credit Suisse April 2010 - July 2014
Bank of America Merrill Lynch March 2009 - April 2010
Merrill Lynch March 2000 - March 2009
American Management Systems July 1997 - March 2000
Skills
Equities, Investment Banking, Human Resources, Derivatives, Employee Benefits, Deferred Compensation, Workforce Planning, Compensation Structures, Compensation & Benefits..., Compensation Strategies, Fixed Income, Market Analysis, Market Data, HRIS, Incentive Programs, Performance Management, Personnel Management, Asset Management, Securities, Financial Services, Mergers, Talent Management
Education
Clarkson University
Master of Science (M.S.), Management Information Systems, General
State University of New York College at Geneseo
Bachelor of Science (B.S.), Business Administration and Management, General
Ares Management September 2014 - Present
Credit Suisse April 2010 - July 2014
Bank of America Merrill Lynch March 2009 - April 2010
Merrill Lynch March 2000 - March 2009
American Management Systems July 1997 - March 2000
Skills
Equities, Investment Banking, Human Resources, Derivatives, Employee Benefits, Deferred Compensation, Workforce Planning, Compensation Structures, Compensation & Benefits..., Compensation Strategies, Fixed Income, Market Analysis, Market Data, HRIS, Incentive Programs, Performance Management, Personnel Management, Asset Management, Securities, Financial Services, Mergers, Talent Management
Education
Clarkson University
Master of Science (M.S.), Management Information Systems, General
State University of New York College at Geneseo
Bachelor of Science (B.S.), Business Administration and Management, General
Henderson (Wally) Dawson's Merrill Lynch Experience 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2013 - Present
Education
Clemson University
Bachelor of Science Construction Science and Management
University of Oklahoma
Masters of Economics, International Trade, Development Economics, Behavioral Economics, Globalization
Merrill Lynch 2013 - Present
Education
Clemson University
Bachelor of Science Construction Science and Management
University of Oklahoma
Masters of Economics, International Trade, Development Economics, Behavioral Economics, Globalization
Dale Booker's Merrill Lynch Experience October 1990 - July 1994
Job Application/Project Manager
Industry Information Technology and Services
Experience
Harmony Sound Company March 2011 - Present
BNY Mellon May 2007 - March 2010
Mellon Bank August 2002 - May 2007
Mellon Bank April 1999 - July 2002
Mellon Bank April 1996 - April 1999
Ciber August 1994 - March 1996
Merrill Lynch October 1990 - July 1994
Merrill Lynch May 1987 - September 1990
Merrill Lynch July 1985 - April 1987
Education
Clarion University of Pennsylvania
Bachelor of Business Administration (B.B.A.), Accounting
Harmony Sound Company March 2011 - Present
BNY Mellon May 2007 - March 2010
Mellon Bank August 2002 - May 2007
Mellon Bank April 1999 - July 2002
Mellon Bank April 1996 - April 1999
Ciber August 1994 - March 1996
Merrill Lynch October 1990 - July 1994
Merrill Lynch May 1987 - September 1990
Merrill Lynch July 1985 - April 1987
Education
Clarion University of Pennsylvania
Bachelor of Business Administration (B.B.A.), Accounting
Brandt Zimmerman's Merrill Lynch Experience 2003 - 2007
Job Treasury and Risk Management Professional
Industry Information Technology and Services
Experience
World Wildlife Fund February 2011 - February 2013
CSC March 2008 - February 2011
Merrill Lynch 2003 - 2007
Skills
Risk Management
Education
Clemson University
BA, Economics
D'Amore-McKim School of Business at Northeastern University
MBA
World Wildlife Fund February 2011 - February 2013
CSC March 2008 - February 2011
Merrill Lynch 2003 - 2007
Skills
Risk Management
Education
Clemson University
BA, Economics
D'Amore-McKim School of Business at Northeastern University
MBA
Warren Barest's Merrill Lynch Experience January 1993 - Present
Job Senior Vice PresidentInvestments, Wealth Management Advisor, Portfolio Manager (PIA Program)
Industry Financial Services
Experience
Merrill Lynch January 1993 - Present
Warren Barest January 1980 - January 1992
Education
Clark University 1980 — 1984
Merrill Lynch January 1993 - Present
Warren Barest January 1980 - January 1992
Education
Clark University 1980 — 1984
Thomas Keiffer's Merrill Lynch Experience June 2009 - August 2009
Job Articles Editor, San Diego Law Review
Industry Law Practice
Experience
San Diego Law Review August 2015 - Present
PwC June 2015 - August 2015
United States Bankruptcy Court for the Southern District of California August 2014 - December 2014
U.S. District Court for the Southern District of California June 2014 - August 2014
Express Identification Products December 2012 - August 2013
Wells Fargo July 2011 - August 2012
Rutberg & Company May 2011 - July 2011
Glass, Lewis & Co. March 2011 - May 2011
CASEY GERRY SCHENK FRANCAVILLA BLATT & PENFIELD LLP September 2010 - January 2011
Merrill Lynch June 2009 - August 2009
Education
University of San Diego School of Law 2013 — 2016
Juris Doctor Candidate, Business and Corporate Law Concentration
UC Berkeley Extension 2012 — 2012
Certificate in Business Presentation Skills
Claremont McKenna College 2006 — 2010
Bachelor of Arts, Financial Economics
La Jolla High School 2002 — 2006
San Diego Law Review August 2015 - Present
PwC June 2015 - August 2015
United States Bankruptcy Court for the Southern District of California August 2014 - December 2014
U.S. District Court for the Southern District of California June 2014 - August 2014
Express Identification Products December 2012 - August 2013
Wells Fargo July 2011 - August 2012
Rutberg & Company May 2011 - July 2011
Glass, Lewis & Co. March 2011 - May 2011
CASEY GERRY SCHENK FRANCAVILLA BLATT & PENFIELD LLP September 2010 - January 2011
Merrill Lynch June 2009 - August 2009
Education
University of San Diego School of Law 2013 — 2016
Juris Doctor Candidate, Business and Corporate Law Concentration
UC Berkeley Extension 2012 — 2012
Certificate in Business Presentation Skills
Claremont McKenna College 2006 — 2010
Bachelor of Arts, Financial Economics
La Jolla High School 2002 — 2006
J.P. Evans's Merrill Lynch Experience July 2001 - December 2009
Job Associate Director Complex Administrative Manager
Industry Financial Services
Billy Izykowski's Merrill Lynch Experience March 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Bank of America January 2011 - March 2014
Morgan Stanley January 2010 - January 2011
GMAC Bank February 2009 - December 2010
Education
Clemson University
Bachelor of Science (BS), Finance and Financial Management Services
Clemson University
Bachelor's degree, Finance and Financial Management Services
Merrill Lynch March 2014 - Present
Bank of America January 2011 - March 2014
Morgan Stanley January 2010 - January 2011
GMAC Bank February 2009 - December 2010
Education
Clemson University
Bachelor of Science (BS), Finance and Financial Management Services
Clemson University
Bachelor's degree, Finance and Financial Management Services
Joseph Tarditi's Merrill Lynch Experience 1999 - 2009
Job Managing Director, STFI Sales at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
Jefferies LLC May 2009 - June 2015
Merrill Lynch 1999 - 2009
Skills
Alternative Investments, Asset Management, Asset Managment, Bloomberg, Bonds, Capital Markets, Corporate Finance, Derivatives, Equities, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Marketing, Portfolio Management, Mutual Funds, Securities, Private Equity, Series 63, Series 7, Structured Finance, Structured Products, Trading, Trading Systems, Wealth Management
Education
NYU Stern School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
Clemson University 1989 — 1993
Bachelor of Science (B.S.), Accounting
Bank of America Merrill Lynch June 2015 - Present
Jefferies LLC May 2009 - June 2015
Merrill Lynch 1999 - 2009
Skills
Alternative Investments, Asset Management, Asset Managment, Bloomberg, Bonds, Capital Markets, Corporate Finance, Derivatives, Equities, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Marketing, Portfolio Management, Mutual Funds, Securities, Private Equity, Series 63, Series 7, Structured Finance, Structured Products, Trading, Trading Systems, Wealth Management
Education
NYU Stern School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
Clemson University 1989 — 1993
Bachelor of Science (B.S.), Accounting
Mark Paulonis's Merrill Lynch Experience February 1991 - January 2003
Job Director, Human Resources at Pcc Wireless Inc
Industry Telecommunications
Experience
Personal Communications Center, Inc. January 2015 - Present
American Telecommunications, Inc. March 2013 - October 2014
New York Road Runners May 2003 - October 2012
Merrill Lynch February 1991 - January 2003
Skills
Human Resources, Employee Benefits, Benefits Administration, Benefits Negotiation, Compensation Structure..., Workers' Compensation..., Performance Management, Training, HR Policies, Facilities Management, Customer Service, Management, Program Management, Event Producing, Fiscally Responsible, Department Budgeting, Salary Review, Deferred Compensation, Leadership, Payroll, ADP Payroll
Education
Clemson University
Bachelor of Science (BS), Computer Science
Personal Communications Center, Inc. January 2015 - Present
American Telecommunications, Inc. March 2013 - October 2014
New York Road Runners May 2003 - October 2012
Merrill Lynch February 1991 - January 2003
Skills
Human Resources, Employee Benefits, Benefits Administration, Benefits Negotiation, Compensation Structure..., Workers' Compensation..., Performance Management, Training, HR Policies, Facilities Management, Customer Service, Management, Program Management, Event Producing, Fiscally Responsible, Department Budgeting, Salary Review, Deferred Compensation, Leadership, Payroll, ADP Payroll
Education
Clemson University
Bachelor of Science (BS), Computer Science
Cem Baloglu's Merrill Lynch Experience June 2010 - August 2010
Job Research Analyst at Community Capital Management
Industry Investment Management
Experience
Community Capital Management September 2013 - Present
U.S. Bank September 2012 - September 2013
Navigant July 2012 - September 2012
ReceptionistUSA.com May 2011 - May 2012
NIITEK, Inc June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Investments, Microsoft Office, Economic Modeling, Financial Risk..., Stata, Municipal Bonds
Education
Clemson University 2009 — 2012
Bachelor of Science, Economics, 3.32
University of Strathclyde 2011 — 2011
Exchange Student
Penn State University 2008 — 2009
Undecided, Undecided
Community Capital Management September 2013 - Present
U.S. Bank September 2012 - September 2013
Navigant July 2012 - September 2012
ReceptionistUSA.com May 2011 - May 2012
NIITEK, Inc June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Investments, Microsoft Office, Economic Modeling, Financial Risk..., Stata, Municipal Bonds
Education
Clemson University 2009 — 2012
Bachelor of Science, Economics, 3.32
University of Strathclyde 2011 — 2011
Exchange Student
Penn State University 2008 — 2009
Undecided, Undecided
Kyle Herlong's Merrill Lynch Experience June 2015 - Present
Job Senior Operations Analyst Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Merrill Lynch October 2012 - Present
PLS Logistics October 2011 - September 2012
MOUNTAIN VIEW STEAK AND SEAFOOD May 2008 - August 2011
MOUNTAIN VIEW RESTAURANT May 2008 - August 2011
Staples March 2006 - August 2006
Education
Clemson University 2006 — 2011
Bachelor of Science, Financial Management; Corporate
Merrill Lynch June 2015 - Present
Merrill Lynch October 2012 - Present
PLS Logistics October 2011 - September 2012
MOUNTAIN VIEW STEAK AND SEAFOOD May 2008 - August 2011
MOUNTAIN VIEW RESTAURANT May 2008 - August 2011
Staples March 2006 - August 2006
Education
Clemson University 2006 — 2011
Bachelor of Science, Financial Management; Corporate
Danny Gregg's Merrill Lynch Experience 1999 - Present
Job VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1999 - Present
Clemson University 1971 - 2012
Clemson University 1971 - 2012
Skills
Strategic Planning, Public Speaking, Leadership, Strategy, Business Strategy, Management Consulting, Change Management, Organizational..., Entrepreneurship, Leadership Development
Education
Clemson University 1967 — 1971
BS, Engineering
Merrill Lynch 1999 - Present
Clemson University 1971 - 2012
Clemson University 1971 - 2012
Skills
Strategic Planning, Public Speaking, Leadership, Strategy, Business Strategy, Management Consulting, Change Management, Organizational..., Entrepreneurship, Leadership Development
Education
Clemson University 1967 — 1971
BS, Engineering
Rob Meenan's Merrill Lynch Experience August 2006 - January 2011
Job Senior Vice President Wealth Management at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
Barclays January 2011 - June 2015
Merrill Lynch August 2006 - January 2011
SMC Corporation of America May 1996 - August 2006
Skills
Holistic Financial..., Wealth Management, Portfolio Management, Manager Selection, Alternative Investment..., Investment Banking, Capital Markets, Structured Investments
Education
Clarkson University 1992 — 1996
UBS Wealth Management June 2015 - Present
Barclays January 2011 - June 2015
Merrill Lynch August 2006 - January 2011
SMC Corporation of America May 1996 - August 2006
Skills
Holistic Financial..., Wealth Management, Portfolio Management, Manager Selection, Alternative Investment..., Investment Banking, Capital Markets, Structured Investments
Education
Clarkson University 1992 — 1996
Ed Galloway's Merrill Lynch Experience October 2000 - June 2012
Job Vice President Financial Advisor at BB&T Scott&Stringfellow
Industry Financial Services
Experience
BB&T Scott&Stringfellow June 2012 - Present
Merrill Lynch October 2000 - June 2012
Edward Jones April 1993 - October 2000
Skills
Hedging risks on highly..., Income enhancement -..., Wealth Management, Asset Management, Options Strategies, Series 7, Series 63, Equity Trading, Portfolio Management, Concentrated Stock..., Alternative Investments, Financial Services, Investments, Retirement Planning, Strategic Financial..., Finance
Education
Clemson University 1979 — 1983
Bachelor of Science (BS), Financial Management
Hartsville High School 1977 — 1979
Cocke County High School 1976 — 1977
BB&T Scott&Stringfellow June 2012 - Present
Merrill Lynch October 2000 - June 2012
Edward Jones April 1993 - October 2000
Skills
Hedging risks on highly..., Income enhancement -..., Wealth Management, Asset Management, Options Strategies, Series 7, Series 63, Equity Trading, Portfolio Management, Concentrated Stock..., Alternative Investments, Financial Services, Investments, Retirement Planning, Strategic Financial..., Finance
Education
Clemson University 1979 — 1983
Bachelor of Science (BS), Financial Management
Hartsville High School 1977 — 1979
Cocke County High School 1976 — 1977
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank