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
Madilyn Maruna Madilyn Maruna's Merrill Lynch Experience January 2013 - May 2013
Job Juris Doctor Candidate at ClevelandMarshall College of Law
Industry Marketing and Advertising
Experience
Gabriel Partners, LLC March 2015 - July 2015
Wave Cyber May 2013 - March 2015
Merrill Lynch January 2013 - May 2013
Joey's Italian Grille May 2009 - April 2013
Phoenix Coffee Company September 2012 - December 2012
United Way of Greater Cleveland February 2012 - July 2012
Skills
Social Media, Event Planning, Social Media Marketing, Public Relations, Marketing Communications, PowerPoint, Fundraising, Microsoft Office, Microsoft Excel, Marketing, Facebook, Microsoft Word, Non-profits, Public Speaking, Event Management, Newsletters, Nonprofits, Strategic Planning, Outlook, Copywriting, Access, Email Marketing, Customer Service, Volunteer Management, Team Leadership, Photoshop, Account Management, Spanish, Strategic Communications, Leadership Development, Creative Writing, Market Research, Editing, Social Networking, Online Marketing, Sports Marketing, Budgets, Time Management, Community Outreach, Management, Research, SPSS, Adobe Creative Suite, Media Relations, Teamwork, Data Analysis, Press Releases, Marketing Strategy, Advertising, Leadership
Education
Cleveland State University - Cleveland-Marshall College of Law 2015 — 2019
Juris Doctor (J.D.)
John Carroll University 2009 — 2013
Bachelor of Science, Business Administration, Marketing
Madison High School 2005 — 2009
Gabriel Partners, LLC March 2015 - July 2015
Wave Cyber May 2013 - March 2015
Merrill Lynch January 2013 - May 2013
Joey's Italian Grille May 2009 - April 2013
Phoenix Coffee Company September 2012 - December 2012
United Way of Greater Cleveland February 2012 - July 2012
Skills
Social Media, Event Planning, Social Media Marketing, Public Relations, Marketing Communications, PowerPoint, Fundraising, Microsoft Office, Microsoft Excel, Marketing, Facebook, Microsoft Word, Non-profits, Public Speaking, Event Management, Newsletters, Nonprofits, Strategic Planning, Outlook, Copywriting, Access, Email Marketing, Customer Service, Volunteer Management, Team Leadership, Photoshop, Account Management, Spanish, Strategic Communications, Leadership Development, Creative Writing, Market Research, Editing, Social Networking, Online Marketing, Sports Marketing, Budgets, Time Management, Community Outreach, Management, Research, SPSS, Adobe Creative Suite, Media Relations, Teamwork, Data Analysis, Press Releases, Marketing Strategy, Advertising, Leadership
Education
Cleveland State University - Cleveland-Marshall College of Law 2015 — 2019
Juris Doctor (J.D.)
John Carroll University 2009 — 2013
Bachelor of Science, Business Administration, Marketing
Madison High School 2005 — 2009
Corley Hughes Corley Hughes's Merrill Lynch Experience March 1998 - July 2000
Job Operations at Product Hunt
Industry Internet
Experience
Microsoft July 2013 - April 2014
Microsoft July 2009 - July 2013
Microsoft July 2008 - July 2009
Microsoft February 2006 - July 2008
MSN July 2003 - February 2006
MSN July 2000 - July 2003
Merrill Lynch March 1998 - July 2000
Skills
Strategy, Strategic Partnerships, Management, Go-to-market Strategy, Leadership, Contract Negotiation, Start-ups, Competitive Analysis, Business Strategy, Analytics, SaaS, Sales, Online Advertising, Enterprise Software, Mobile Devices, E-commerce, Advertising, Digital Media, People Development, Digital Marketing, Business Development, Business Intelligence, Marketing, Product Launch, Cross-functional Team..., Product Marketing, Product Management, P&L Management, Marketing Strategy
Education
Harvard Business School
Executive Education
London School of Economics and Political Science
General Course, Economics
Colby College
BA, Magna cum laude with distinction in Economics
Microsoft July 2013 - April 2014
Microsoft July 2009 - July 2013
Microsoft July 2008 - July 2009
Microsoft February 2006 - July 2008
MSN July 2003 - February 2006
MSN July 2000 - July 2003
Merrill Lynch March 1998 - July 2000
Skills
Strategy, Strategic Partnerships, Management, Go-to-market Strategy, Leadership, Contract Negotiation, Start-ups, Competitive Analysis, Business Strategy, Analytics, SaaS, Sales, Online Advertising, Enterprise Software, Mobile Devices, E-commerce, Advertising, Digital Media, People Development, Digital Marketing, Business Development, Business Intelligence, Marketing, Product Launch, Cross-functional Team..., Product Marketing, Product Management, P&L Management, Marketing Strategy
Education
Harvard Business School
Executive Education
London School of Economics and Political Science
General Course, Economics
Colby College
BA, Magna cum laude with distinction in Economics
Taylor Norman Taylor Norman's Merrill Lynch Experience June 2009 - July 2009
Job Client Relationship Manager at Carroll Financial
Industry Financial Services
Experience
Carroll Financial January 2011 - Present
Merrill Lynch June 2009 - July 2009
Vector Marketing May 2008 - September 2008
Education
Clemson University - College of Business and Behavioral Science 2006 — 2010
Bachelor of Science (B.S.), Finance and Financial Management Services
Northwestern High School 2002 — 2006
Carroll Financial January 2011 - Present
Merrill Lynch June 2009 - July 2009
Vector Marketing May 2008 - September 2008
Education
Clemson University - College of Business and Behavioral Science 2006 — 2010
Bachelor of Science (B.S.), Finance and Financial Management Services
Northwestern High School 2002 — 2006
Drew Branden Drew Branden's Merrill Lynch Experience June 2007 - August 2007
Job Platform Product and Strategy at Box
Industry Computer Software
Experience
Box August 2014 - Present
PayPal June 2013 - August 2013
Bain Capital September 2010 - July 2012
Oliver Wyman September 2008 - June 2010
Merrill Lynch June 2007 - August 2007
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Dartmouth College 2006 — 2008
BE
Colby College 2003 — 2006
BA
Box August 2014 - Present
PayPal June 2013 - August 2013
Bain Capital September 2010 - July 2012
Oliver Wyman September 2008 - June 2010
Merrill Lynch June 2007 - August 2007
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Dartmouth College 2006 — 2008
BE
Colby College 2003 — 2006
BA
Michal Kovac Michal Kovac's Merrill Lynch Experience June 2005 - January 2009
Job Vice President, CERTIFIED FINANCIAL PLANNER(R)
Industry Financial Services
Experience
BB&T Scott & Stringfellow January 2009 - Present
Financial Planning Association - South Carolina Society November 2008 - January 2012
Merrill Lynch June 2005 - January 2009
Morgan Stanley June 2002 - June 2005
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investments, Finance, Series 7, Mutual Funds, Portfolio Management, Asset Management, Financial Planning, Financial Advisory, Retirement, Asset Allocation, Securities, Investment Advisory, Financial Analysis, Sales, Relationship Management, Management, Marketing, Financial Services
Education
The American College 2003 — 2007
CFP, Investments, Financial Planning, Economics, Tax & Estate, Retirement Planning
Coastal Carolina University 2000 — 2007
B.A., Business
BB&T Scott & Stringfellow January 2009 - Present
Financial Planning Association - South Carolina Society November 2008 - January 2012
Merrill Lynch June 2005 - January 2009
Morgan Stanley June 2002 - June 2005
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investments, Finance, Series 7, Mutual Funds, Portfolio Management, Asset Management, Financial Planning, Financial Advisory, Retirement, Asset Allocation, Securities, Investment Advisory, Financial Analysis, Sales, Relationship Management, Management, Marketing, Financial Services
Education
The American College 2003 — 2007
CFP, Investments, Financial Planning, Economics, Tax & Estate, Retirement Planning
Coastal Carolina University 2000 — 2007
B.A., Business
Wendi Witek's Merrill Lynch Experience January 2009 - April 2010
Job MBA
Industry Financial Services
Experience
ScanSource July 2014 - Present
Clemson University College of Engineering & Science Post Award Grant Dept August 2012 - July 2014
Brevard Distance Runners Camp, Inc June 2005 - July 2014
Clemson University August 2012 - May 2014
Alpha Gamma Delta June 2011 - July 2012
Alpha Gamma Delta July 2010 - June 2011
Merrill Lynch January 2009 - April 2010
Henderson, Foltz, Stafford, & Co CPA January 2009 - April 2010
Skills
Leadership, Teamwork, Time Management, Microsoft Excel, Analysis, Accounting, Recruiting, Social Media, Microsoft Word, Microsoft Office, Access, Training, Public Speaking, Event Planning, Payroll, Process Scheduler, Outlook, Customer Service, Research, Social Networking, PowerPoint, Data Analysis, Marketing, Management, Finance, Nonprofits, Public Relations, Sales
Education
Clemson University - College of Business and Behavioral Science 2012 — 2014
Master of Business Administration (MBA), 3.83
University of North Carolina at Wilmington 2006 — 2010
BS, Finance/Business, Magna Cum Laude, 3.78
University of Wollongong
ScanSource July 2014 - Present
Clemson University College of Engineering & Science Post Award Grant Dept August 2012 - July 2014
Brevard Distance Runners Camp, Inc June 2005 - July 2014
Clemson University August 2012 - May 2014
Alpha Gamma Delta June 2011 - July 2012
Alpha Gamma Delta July 2010 - June 2011
Merrill Lynch January 2009 - April 2010
Henderson, Foltz, Stafford, & Co CPA January 2009 - April 2010
Skills
Leadership, Teamwork, Time Management, Microsoft Excel, Analysis, Accounting, Recruiting, Social Media, Microsoft Word, Microsoft Office, Access, Training, Public Speaking, Event Planning, Payroll, Process Scheduler, Outlook, Customer Service, Research, Social Networking, PowerPoint, Data Analysis, Marketing, Management, Finance, Nonprofits, Public Relations, Sales
Education
Clemson University - College of Business and Behavioral Science 2012 — 2014
Master of Business Administration (MBA), 3.83
University of North Carolina at Wilmington 2006 — 2010
BS, Finance/Business, Magna Cum Laude, 3.78
University of Wollongong
Kit Hickey Kit Hickey's Merrill Lynch Experience 2006 - 2006
Job CoFounder at Ministry of Supply
Industry Retail
Experience
Ministry of Supply September 2011 - Present
BiD Network USA January 2010 - August 2011
Green Manning & Bunch February 2010 - February 2011
Houlihan Lokey 2007 - July 2010
Houlihan Lokey Howard and Zukin June 2006 - November 2007
Merrill Lynch 2006 - 2006
Skills
Venture Capital, Entrepreneurship, Strategy, Business Strategy, Start-ups, Management, Funding, Valuation, Restructuring
Education
MIT Sloan School of Management 2011 — 2013
Strategy, Entrepreneurship and Innovation, MBA
Colby College
BA
Milton Academy
Ministry of Supply September 2011 - Present
BiD Network USA January 2010 - August 2011
Green Manning & Bunch February 2010 - February 2011
Houlihan Lokey 2007 - July 2010
Houlihan Lokey Howard and Zukin June 2006 - November 2007
Merrill Lynch 2006 - 2006
Skills
Venture Capital, Entrepreneurship, Strategy, Business Strategy, Start-ups, Management, Funding, Valuation, Restructuring
Education
MIT Sloan School of Management 2011 — 2013
Strategy, Entrepreneurship and Innovation, MBA
Colby College
BA
Milton Academy
Henry Plyler, CRPC® Henry Plyler, CRPC®'s Merrill Lynch Experience March 2014 - Present
Job Senior Portfolio Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Merrill Lynch November 2012 - Present
BentProp August 2013 - Present
Coastal Carolina University October 2011 - Present
JP Morgan December 2010 - November 2012
Morgan Stanley Smith Barney January 2007 - December 2010
Skills
Connecting People, Philanthropy, Investments, Alternative Investments, Leadership, Wealth Management, Asset Management, Retirement Planning, Portfolio Management, Social Networking, Senior Portfolio Advisor, Chartered Retirement..., Bonds, Estate Planning, Wealth, Stocks, Equities, Asset Allocation, Financial Advisory, Small Business, Foundations, Mutual Funds, Investment Strategies, Alternative Assets, Endowments, Trust Services, 401k Rollovers, Tactical Asset..., Hedge Funds, Separately Managed..., Managed Futures, Private Equity, Series 7, Securities, Closed-end Funds, Convertible Bonds, Charitable Trusts, Commercial Mortgages, Lines Of Credit, Home Equity Loans, Home Equity Lines of..., Surety Bonds, ETFs, Trust, Institutional..., Asset Managment, Financial Services, Finance
Education
Coastal Carolina University
BS, Finance
University of South Carolina - The Moore School of Business 1995 — 1999
Merrill Lynch March 2014 - Present
Merrill Lynch November 2012 - Present
BentProp August 2013 - Present
Coastal Carolina University October 2011 - Present
JP Morgan December 2010 - November 2012
Morgan Stanley Smith Barney January 2007 - December 2010
Skills
Connecting People, Philanthropy, Investments, Alternative Investments, Leadership, Wealth Management, Asset Management, Retirement Planning, Portfolio Management, Social Networking, Senior Portfolio Advisor, Chartered Retirement..., Bonds, Estate Planning, Wealth, Stocks, Equities, Asset Allocation, Financial Advisory, Small Business, Foundations, Mutual Funds, Investment Strategies, Alternative Assets, Endowments, Trust Services, 401k Rollovers, Tactical Asset..., Hedge Funds, Separately Managed..., Managed Futures, Private Equity, Series 7, Securities, Closed-end Funds, Convertible Bonds, Charitable Trusts, Commercial Mortgages, Lines Of Credit, Home Equity Loans, Home Equity Lines of..., Surety Bonds, ETFs, Trust, Institutional..., Asset Managment, Financial Services, Finance
Education
Coastal Carolina University
BS, Finance
University of South Carolina - The Moore School of Business 1995 — 1999
Clarisse Tur, CFP, PhD, MBA's Merrill Lynch Experience September 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch September 2012 - Present
Merrill Lynch June 2012 - September 2012
Saint-Gobain Crystals October 2008 - January 2012
National Superconducting Cyclotron Laboratory (NSCL) / Michigan State University (MSU) September 2005 - September 2008
University of South Carolina August 2001 - August 2005
University of South Carolina August 2000 - August 2001
Skills
Fluent French, Fluent Turkish, Good German, Technical Marketing, Nuclear Physics, New Product Development, Market Research, Technical Presentations, Technical Writing, Voice of the Customer, Wealth Management, Financial Advisory, Product Development, Product Management, Program Management, Cross-functional Team..., C++, Leadership, Data Analysis, Management, Process Improvement, Simulations, Research, Statistics, R&D, Analysis, Physics, Competitive Analysis, Materials, Engineering, Six Sigma
Education
Cleveland State University 2009 — 2011
MBA, Business
University of South Carolina-Columbia 2000 — 2005
PhD, Nuclear Physics
University of South Carolina 2000 — 2003
MS, Nuclear Physics
University of Paris Sud XI 1995 — 2000
BS, Mathematics and Physics
Merrill Lynch September 2012 - Present
Merrill Lynch June 2012 - September 2012
Saint-Gobain Crystals October 2008 - January 2012
National Superconducting Cyclotron Laboratory (NSCL) / Michigan State University (MSU) September 2005 - September 2008
University of South Carolina August 2001 - August 2005
University of South Carolina August 2000 - August 2001
Skills
Fluent French, Fluent Turkish, Good German, Technical Marketing, Nuclear Physics, New Product Development, Market Research, Technical Presentations, Technical Writing, Voice of the Customer, Wealth Management, Financial Advisory, Product Development, Product Management, Program Management, Cross-functional Team..., C++, Leadership, Data Analysis, Management, Process Improvement, Simulations, Research, Statistics, R&D, Analysis, Physics, Competitive Analysis, Materials, Engineering, Six Sigma
Education
Cleveland State University 2009 — 2011
MBA, Business
University of South Carolina-Columbia 2000 — 2005
PhD, Nuclear Physics
University of South Carolina 2000 — 2003
MS, Nuclear Physics
University of Paris Sud XI 1995 — 2000
BS, Mathematics and Physics
Christopher McNeal Christopher McNeal's Merrill Lynch Experience December 2007 - May 2008
Job Law Clerk at Rathbone Group, LLC
Industry Law Practice
Experience
Rathbone Group, LLC April 2015 - Present
Friedman & Gilbert June 2014 - Present
Cleveland-Marshall College of Law August 2013 - Present
Rochester Athletic Club April 2013 - July 2013
ManTech July 2011 - April 2013
US Army April 2008 - July 2011
Merrill Lynch December 2007 - May 2008
Waddell & Reed May 2007 - December 2007
DSW 2005 - 2007
Skills
Legal Writing, Legal Research, Westlaw, Lexis, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, English, Research, Customer Service, Social Media, Time Management, Windows, Event Planning, Signals Intelligence, Training, Leadership, SIGINT, Geospatial Intelligence, Technical Training, Metadata, Intelligence Analysis, SharePoint, Active Directory, Personal Training, Physical Security, Fitness Instruction, Personal Financial..., Investment Portfolio, Sales, Linux, Prophet, DCGS-A, Geospatial Data, Geospatial Modeling, ArcGIS, Skyline, Virtual Machines, ENVI, Self Defense, Defense, Consulting, Advocacy
Education
Cleveland State University - Cleveland-Marshall College of Law 2013 — 2016
Doctor of Law (J.D.), Law
University of Rochester 2005 — 2007
Bachelor of Arts (B.A.), Political Science
Monroe Community College 2003 — 2004
Associate of Arts (A.A.)
Wilson Magnet High School 1999 — 2002
Rathbone Group, LLC April 2015 - Present
Friedman & Gilbert June 2014 - Present
Cleveland-Marshall College of Law August 2013 - Present
Rochester Athletic Club April 2013 - July 2013
ManTech July 2011 - April 2013
US Army April 2008 - July 2011
Merrill Lynch December 2007 - May 2008
Waddell & Reed May 2007 - December 2007
DSW 2005 - 2007
Skills
Legal Writing, Legal Research, Westlaw, Lexis, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, English, Research, Customer Service, Social Media, Time Management, Windows, Event Planning, Signals Intelligence, Training, Leadership, SIGINT, Geospatial Intelligence, Technical Training, Metadata, Intelligence Analysis, SharePoint, Active Directory, Personal Training, Physical Security, Fitness Instruction, Personal Financial..., Investment Portfolio, Sales, Linux, Prophet, DCGS-A, Geospatial Data, Geospatial Modeling, ArcGIS, Skyline, Virtual Machines, ENVI, Self Defense, Defense, Consulting, Advocacy
Education
Cleveland State University - Cleveland-Marshall College of Law 2013 — 2016
Doctor of Law (J.D.), Law
University of Rochester 2005 — 2007
Bachelor of Arts (B.A.), Political Science
Monroe Community College 2003 — 2004
Associate of Arts (A.A.)
Wilson Magnet High School 1999 — 2002
Drew Matus Drew Matus's Merrill Lynch Experience June 2008 - April 2010
Job Deputy Chief US Economist, Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2010 - Present
Merrill Lynch June 2008 - April 2010
Lehman Brothers March 2000 - May 2008
Moore Capital Management May 1998 - February 2000
Federal Reserve Bank of New York July 1996 - May 1998
Federal Trade Commission 1994 - 1994
Skills
Fixed Income, Equities, Financial Markets, Macroeconomics, Economics, Global Macro, Rates, Market Analysis, Budget Process, Debt Management
Education
NYU Stern School of Business 2002 — 2005
Master of Business Administration (MBA), Finance and Economics
Colby College 1991 — 1995
Bachelor's degree, Economics
UBS Investment Bank April 2010 - Present
Merrill Lynch June 2008 - April 2010
Lehman Brothers March 2000 - May 2008
Moore Capital Management May 1998 - February 2000
Federal Reserve Bank of New York July 1996 - May 1998
Federal Trade Commission 1994 - 1994
Skills
Fixed Income, Equities, Financial Markets, Macroeconomics, Economics, Global Macro, Rates, Market Analysis, Budget Process, Debt Management
Education
NYU Stern School of Business 2002 — 2005
Master of Business Administration (MBA), Finance and Economics
Colby College 1991 — 1995
Bachelor's degree, Economics
Alexandra (Sasha) Kenyon's Merrill Lynch Experience September 2011 - June 2014
Job Global Licensing MBA Intern at Kate Spade & Company
Industry
Experience
Kate Spade & Company June 2015 - Present
Tuck School of Business at Dartmouth College September 2014 - Present
Merrill Lynch September 2011 - June 2014
Merrill Lynch June 2008 - September 2011
Skills
Investments, Financial Analysis, Business Strategy, Management, Research, Corporate Finance, Data Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Colby College 2004 — 2008
Bachelor of Arts (B.A.), Double Major: French & International Studies
Sciences Po 2006 — 2007
International Diploma, International Business
Middlesex School 2000 — 2004
Kate Spade & Company June 2015 - Present
Tuck School of Business at Dartmouth College September 2014 - Present
Merrill Lynch September 2011 - June 2014
Merrill Lynch June 2008 - September 2011
Skills
Investments, Financial Analysis, Business Strategy, Management, Research, Corporate Finance, Data Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Colby College 2004 — 2008
Bachelor of Arts (B.A.), Double Major: French & International Studies
Sciences Po 2006 — 2007
International Diploma, International Business
Middlesex School 2000 — 2004
Timothy Jeon Timothy Jeon's Merrill Lynch Experience June 2009 - September 2009
Job Global Mobility Services
Industry Financial Services
Experience
State Street October 2013 - Present
ShaveFace October 2014 - Present
KPMG September 2010 - October 2013
John Hancock Financial Services June 2010 - September 2010
Citysports June 2010 - September 2010
Merrill Lynch June 2009 - September 2009
Citigroup June 2008 - September 2008
Skills
Wealth Management, Consulting, Korean, Financial Regulation, Investments, International Tax, Tax Advisory, Cost Planning, Benefit Cost Analysis, Client Development, Client Liaison, Valuation, Financial Modeling, Financial Services, Public Speaking, Social Media
Education
Colby College 2006 — 2010
B.A., Economics, Administrative Science
Loomis Chaffee 2002 — 2006
High School Diploma
State Street October 2013 - Present
ShaveFace October 2014 - Present
KPMG September 2010 - October 2013
John Hancock Financial Services June 2010 - September 2010
Citysports June 2010 - September 2010
Merrill Lynch June 2009 - September 2009
Citigroup June 2008 - September 2008
Skills
Wealth Management, Consulting, Korean, Financial Regulation, Investments, International Tax, Tax Advisory, Cost Planning, Benefit Cost Analysis, Client Development, Client Liaison, Valuation, Financial Modeling, Financial Services, Public Speaking, Social Media
Education
Colby College 2006 — 2010
B.A., Economics, Administrative Science
Loomis Chaffee 2002 — 2006
High School Diploma
Joey Piorkowski's Merrill Lynch Experience June 2007 - August 2007
Job Associate at Norton Rose Fulbright
Industry Law Practice
Experience
Norton Rose Fulbright September 2015 - Present
Norton Rose Fulbright June 2014 - August 2014
International Justice Mission June 2013 - August 2013
The Piorkowski Law Firm December 2010 - August 2012
International Justice Mission September 2010 - June 2011
Landesbank Berlin September 2008 - June 2009
Merrill Lynch June 2007 - August 2007
Education
The University of Texas School of Law 2012 — 2015
Doctor of Law (J.D.)
Clemson University - College of Business and Behavioral Science 2004 — 2008
BS, Finance
Norton Rose Fulbright September 2015 - Present
Norton Rose Fulbright June 2014 - August 2014
International Justice Mission June 2013 - August 2013
The Piorkowski Law Firm December 2010 - August 2012
International Justice Mission September 2010 - June 2011
Landesbank Berlin September 2008 - June 2009
Merrill Lynch June 2007 - August 2007
Education
The University of Texas School of Law 2012 — 2015
Doctor of Law (J.D.)
Clemson University - College of Business and Behavioral Science 2004 — 2008
BS, Finance
Ryan Kreger Ryan Kreger's Merrill Lynch Experience May 2010 - July 2010
Job ETF Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP March 2014 - Present
Bloomberg LP July 2013 - February 2014
Clemson University August 2009 - May 2013
Bloomberg LP June 2012 - August 2012
Paloma Partners LLC July 2011 - August 2011
Merrill Lynch May 2010 - July 2010
Skills
PowerPoint, Public Speaking, Word, Excel, Microsoft Office, Data Analysis, Access, Outlook, Customer Service, Statistics, Portfolio Management, Investments, Microsoft Word, Microsoft Excel, Hedge Funds, ETFs
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor's degree, Finance and Financial Management Services
The Hun School of Princeton 2004 — 2009
Bloomberg LP March 2014 - Present
Bloomberg LP July 2013 - February 2014
Clemson University August 2009 - May 2013
Bloomberg LP June 2012 - August 2012
Paloma Partners LLC July 2011 - August 2011
Merrill Lynch May 2010 - July 2010
Skills
PowerPoint, Public Speaking, Word, Excel, Microsoft Office, Data Analysis, Access, Outlook, Customer Service, Statistics, Portfolio Management, Investments, Microsoft Word, Microsoft Excel, Hedge Funds, ETFs
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor's degree, Finance and Financial Management Services
The Hun School of Princeton 2004 — 2009
Denise Martin Denise Martin's Merrill Lynch Experience January 2000 - August 2005
Job Communication skills training | online language optimization | convert traffic | SMART Writing copywriting system
Industry Professional Training & Coaching
Experience
You Simply Better, Inc. January 2014 - Present
Good For You Coaching & Consulting January 2005 - Present
ACE - Association for Consulting Expertise 2011 - 2015
Merrill Lynch January 2000 - August 2005
Skills
Strategic Communications, Public Relations, Internal Communications, Corporate Communications, Media Relations, Reputation Management, Communications Planning, Newsletters, Copywriting, Marketing Communications, Training, Online Marketing, Communication Training, Content Development, Editing, Public Speaking, Entrepreneurship, Strategic Planning
Education
Colby College
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
You Simply Better, Inc. January 2014 - Present
Good For You Coaching & Consulting January 2005 - Present
ACE - Association for Consulting Expertise 2011 - 2015
Merrill Lynch January 2000 - August 2005
Skills
Strategic Communications, Public Relations, Internal Communications, Corporate Communications, Media Relations, Reputation Management, Communications Planning, Newsletters, Copywriting, Marketing Communications, Training, Online Marketing, Communication Training, Content Development, Editing, Public Speaking, Entrepreneurship, Strategic Planning
Education
Colby College
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
William Jones III's Merrill Lynch Experience January 2014 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Merrill Lynch May 2013 - January 2014
Allied Manufacturing LLC March 2011 - August 2011
Skills
Microsoft Office, Time Management, Customer Satisfaction, Financial Advisory, Work Ethic, Investments, Finance, Retirement Planning
Education
Coastal Carolina University 2009 — 2013
Bachelor of Science (B.S.), Marketing
Avon Grove High School 2005 — 2009
High School Diploma
Merrill Lynch January 2014 - Present
Merrill Lynch May 2013 - January 2014
Allied Manufacturing LLC March 2011 - August 2011
Skills
Microsoft Office, Time Management, Customer Satisfaction, Financial Advisory, Work Ethic, Investments, Finance, Retirement Planning
Education
Coastal Carolina University 2009 — 2013
Bachelor of Science (B.S.), Marketing
Avon Grove High School 2005 — 2009
High School Diploma
Vaughan Read Vaughan Read's Merrill Lynch Experience June 2006 - August 2006
Job Equity Research Associate TMT
Industry Financial Services
Experience
ITG June 2015 - Present
The London School of Economics and Political Science (LSE) October 2013 - December 2014
Deloitte June 2011 - June 2013
Duedil May 2011 - July 2011
Enders Analysis April 2010 - March 2011
Enders Analysis June 2009 - August 2009
W.P. Stewart June 2007 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, Economics, Financial Analysis, Bloomberg, Analysis, Research, Market Research, Corporate Finance, Due Diligence, Marketing, Alternative Investments, Management Consulting, Start-ups, Consulting
Education
The London School of Economics and Political Science (LSE) 2013 — 2014
Master's Degree, TMT Regulation and Governance
University of St. Andrews 2007 — 2010
MA Hons, English
Colby College 2005 — 2007
BA, English, Economics
The Hotchkiss School 2002 — 2005
ITG June 2015 - Present
The London School of Economics and Political Science (LSE) October 2013 - December 2014
Deloitte June 2011 - June 2013
Duedil May 2011 - July 2011
Enders Analysis April 2010 - March 2011
Enders Analysis June 2009 - August 2009
W.P. Stewart June 2007 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, Economics, Financial Analysis, Bloomberg, Analysis, Research, Market Research, Corporate Finance, Due Diligence, Marketing, Alternative Investments, Management Consulting, Start-ups, Consulting
Education
The London School of Economics and Political Science (LSE) 2013 — 2014
Master's Degree, TMT Regulation and Governance
University of St. Andrews 2007 — 2010
MA Hons, English
Colby College 2005 — 2007
BA, English, Economics
The Hotchkiss School 2002 — 2005
David Mercado David Mercado's Merrill Lynch Experience October 2014 - Present
Job Regional Manager Wealth Management Banking at Merrill Lynch
Industry Banking
Experience
Merrill Lynch October 2014 - Present
Merrill Lynch July 2011 - February 2015
Merrill Lynch July 2010 - July 2011
US Bank May 2007 - July 2010
US Bank February 2004 - May 2007
Sky Bank October 2001 - February 2004
Aflac January 2001 - October 2001
Skills
Customer Satisfaction, Credit, Wealth Management, Banking, Portfolio Management, Loans, Investments, Financial Advisory, Real Estate, Business Development, Financial Analysis, Series 7, Financial Services, Commercial Lending, Small Business Lending, Sales, Mortgage Lending, Mortgage Banking, Loan Origination, Consumer Lending
Education
Cleveland State University 2007 — 2008
MBA, Business
Cleveland State University 1996 — 2000
Merrill Lynch October 2014 - Present
Merrill Lynch July 2011 - February 2015
Merrill Lynch July 2010 - July 2011
US Bank May 2007 - July 2010
US Bank February 2004 - May 2007
Sky Bank October 2001 - February 2004
Aflac January 2001 - October 2001
Skills
Customer Satisfaction, Credit, Wealth Management, Banking, Portfolio Management, Loans, Investments, Financial Advisory, Real Estate, Business Development, Financial Analysis, Series 7, Financial Services, Commercial Lending, Small Business Lending, Sales, Mortgage Lending, Mortgage Banking, Loan Origination, Consumer Lending
Education
Cleveland State University 2007 — 2008
MBA, Business
Cleveland State University 1996 — 2000
Gary Elsmore Gary Elsmore's Merrill Lynch Experience March 1980 - October 1991
Job Consultant
Industry Financial Services
Experience
Edge Realty Capital January 2014 - Present
Consultant April 2013 - Present
iPlan Group, LLC December 2011 - April 2013
Self-Employed 2005 - 2013
Meridian United Securities 2003 - 2005
Equity Trust Company 2002 - 2004
1st Cleveland Securities 1995 - 2000
Merrill Lynch March 1980 - October 1991
Merrill Lynch March 1980 - October 1991
Skills
IRA LLC set up, Self Directed IRA, Self Directed..., Self Directed..., Health Savings Accounts..., Coverdell Education..., Traditional IRA, Roth IRA, Inherited IRA, Rollover IRA, 401k Rollovers, SEP IRAs, Simple IRA, Checkbook IRA, Foreclosures, Coverdell, SEP IRA, Retirement Planning, Investments, Retirement, Alternative Investments, Rollovers, Self Directed, Negotiation, Real Estate Transactions, Real Estate, REO, IRAs, FHA, Financial Services, Single Family Homes, Securities, Asset Management, Mortgage Lending, Real Estate Financing
Education
Cleveland State University 1991 — 1992
Business, Management, Marketing, and Related Support Services
The University of Akron 1979 — 1981
Business Administration, Management and Operations
Edge Realty Capital January 2014 - Present
Consultant April 2013 - Present
iPlan Group, LLC December 2011 - April 2013
Self-Employed 2005 - 2013
Meridian United Securities 2003 - 2005
Equity Trust Company 2002 - 2004
1st Cleveland Securities 1995 - 2000
Merrill Lynch March 1980 - October 1991
Merrill Lynch March 1980 - October 1991
Skills
IRA LLC set up, Self Directed IRA, Self Directed..., Self Directed..., Health Savings Accounts..., Coverdell Education..., Traditional IRA, Roth IRA, Inherited IRA, Rollover IRA, 401k Rollovers, SEP IRAs, Simple IRA, Checkbook IRA, Foreclosures, Coverdell, SEP IRA, Retirement Planning, Investments, Retirement, Alternative Investments, Rollovers, Self Directed, Negotiation, Real Estate Transactions, Real Estate, REO, IRAs, FHA, Financial Services, Single Family Homes, Securities, Asset Management, Mortgage Lending, Real Estate Financing
Education
Cleveland State University 1991 — 1992
Business, Management, Marketing, and Related Support Services
The University of Akron 1979 — 1981
Business Administration, Management and Operations
Grant Duncan Grant Duncan's Merrill Lynch Experience 1998 - 2000
Job Director, Institutional Group at Brandes Investment Partners, LP
Industry Investment Management
Experience
Brandes Investment Partners, LP January 2012 - Present
Brandes Investment Partners May 2000 - December 2011
Merrill Lynch 1998 - 2000
Morgan Stanley 1994 - 1998
Skills
Institutional Sales and..., Consultative Approach, Value Investing, International Equity..., Emerging Equity Markets, Global Equity Markets, Market Opportunities, Corporate Bond Markets, Behavioral Finance, Portfolio Construction, Asset Allocation, Equities, Portfolio Management, Investments, Investment Management, Investment Strategies, Finance, Investment Advisory, Alternative Investments, Mutual Funds, Series 7, Wealth Management, Financial Analysis
Education
Clemson University - College of Business and Behavioral Science 1988 — 1992
Bachelor of Science (BS), Marketing
Brandes Investment Partners, LP January 2012 - Present
Brandes Investment Partners May 2000 - December 2011
Merrill Lynch 1998 - 2000
Morgan Stanley 1994 - 1998
Skills
Institutional Sales and..., Consultative Approach, Value Investing, International Equity..., Emerging Equity Markets, Global Equity Markets, Market Opportunities, Corporate Bond Markets, Behavioral Finance, Portfolio Construction, Asset Allocation, Equities, Portfolio Management, Investments, Investment Management, Investment Strategies, Finance, Investment Advisory, Alternative Investments, Mutual Funds, Series 7, Wealth Management, Financial Analysis
Education
Clemson University - College of Business and Behavioral Science 1988 — 1992
Bachelor of Science (BS), Marketing
McKendree (Mike) Long III McKendree (Mike) Long III's Merrill Lynch Experience 1980 - 2010
Job Author, NO GOOD LIKE IT IS, DOG SOLDIER MOON, and HIGHER GROUND, a trilogy. Also CHOTEAU'S CROSSING and RESURRECTION.
Industry Writing and Editing
Experience
Western Writers of America 2010 - Present
Createspace, Goldminds Publishing, Five Star Publishing, High Hill Press January 2009 - Present
self employed 2006 - Present
Merrill Lynch 1980 - 2010
U.S. Army October 1960 - November 1980
Skills
Publishing, Magazines, Creative Writing, Blogging, Newsletters, Books, Copy Editing, Editing, Web Content, Proofreading, Published Author, Writing, Customer Service, Fiction Writing, History, Social Networking, Non-fiction, Magazine Articles, Ebooks, Creative Writer, Fiction, Public Speaking, Copywriting, Content Development, Online Publishing, Publications, Ghostwriting, Literature, Technical Writing, News Writing, Poetry, Content Writing, Novels, Editorial, Social Media Marketing, Short Stories, Press Releases, Storytelling, Teaching, Freelance Writing, Journalism, Content Strategy, Feature Articles, Online Marketing, Facebook, Interviews, Book Reviews, Social Media
Education
Coker College 1974 — 1978
BS,Business Admin, Business Administration, Management and Operations
Coker College
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Western Writers of America 2010 - Present
Createspace, Goldminds Publishing, Five Star Publishing, High Hill Press January 2009 - Present
self employed 2006 - Present
Merrill Lynch 1980 - 2010
U.S. Army October 1960 - November 1980
Skills
Publishing, Magazines, Creative Writing, Blogging, Newsletters, Books, Copy Editing, Editing, Web Content, Proofreading, Published Author, Writing, Customer Service, Fiction Writing, History, Social Networking, Non-fiction, Magazine Articles, Ebooks, Creative Writer, Fiction, Public Speaking, Copywriting, Content Development, Online Publishing, Publications, Ghostwriting, Literature, Technical Writing, News Writing, Poetry, Content Writing, Novels, Editorial, Social Media Marketing, Short Stories, Press Releases, Storytelling, Teaching, Freelance Writing, Journalism, Content Strategy, Feature Articles, Online Marketing, Facebook, Interviews, Book Reviews, Social Media
Education
Coker College 1974 — 1978
BS,Business Admin, Business Administration, Management and Operations
Coker College
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Craig Mehall's Merrill Lynch Experience November 2011 - May 2013
Job Securities Legal Analyst at CQ Roll Call
Industry Publishing
Experience
CQ Roll Call January 2015 - Present
Webster University October 2012 - Present
Law Group International, LLC. September 2014 - January 2015
PNC July 2013 - July 2014
Merrill Lynch November 2011 - May 2013
ProEquities/Bankers Life and Casualty January 2011 - July 2011
Public Citizen April 2010 - January 2011
Ohio Attorney General's Office November 2006 - January 2009
Hay Store Company, Inc. 2003 - 2006
Skills
Investment Advisory, Financial Advisory, Securities, Legislative Policy, Legislative Relations, Financial Regulation, Regulatory Affairs, Advocacy, Legal, Legal Research, Strategic Planning, Business Development, Management, Legal Writing, Public Policy, Asset Managment, Asset Management, Public Speaking, Policy Analysis, Research, Leadership, International Relations, Fundraising, Mutual Funds, Community Outreach, Nonprofits, Finance, Government, Due Diligence, Retirement Planning, Economic Development, Alternative Investments, Grassroots Organizing, Corporate Finance, Policy, Strategic Communications, Economics, Political Science, Analysis, Politics, Legislation, Corporate Governance, Securities Regulation, Mergers & Acquisitions, Estate Planning, Political Campaigns, Financial Planning, Investments, Grassroots, Public Relations
Education
Michigan State University College of Law 1996 — 1999
JD, Law
Michigan State University Eli Broad Graduate School of Management 1997 — 1999
MBA, Finance
Cleveland State University 1990 — 1996
BBA, Business/Finance
CQ Roll Call January 2015 - Present
Webster University October 2012 - Present
Law Group International, LLC. September 2014 - January 2015
PNC July 2013 - July 2014
Merrill Lynch November 2011 - May 2013
ProEquities/Bankers Life and Casualty January 2011 - July 2011
Public Citizen April 2010 - January 2011
Ohio Attorney General's Office November 2006 - January 2009
Hay Store Company, Inc. 2003 - 2006
Skills
Investment Advisory, Financial Advisory, Securities, Legislative Policy, Legislative Relations, Financial Regulation, Regulatory Affairs, Advocacy, Legal, Legal Research, Strategic Planning, Business Development, Management, Legal Writing, Public Policy, Asset Managment, Asset Management, Public Speaking, Policy Analysis, Research, Leadership, International Relations, Fundraising, Mutual Funds, Community Outreach, Nonprofits, Finance, Government, Due Diligence, Retirement Planning, Economic Development, Alternative Investments, Grassroots Organizing, Corporate Finance, Policy, Strategic Communications, Economics, Political Science, Analysis, Politics, Legislation, Corporate Governance, Securities Regulation, Mergers & Acquisitions, Estate Planning, Political Campaigns, Financial Planning, Investments, Grassroots, Public Relations
Education
Michigan State University College of Law 1996 — 1999
JD, Law
Michigan State University Eli Broad Graduate School of Management 1997 — 1999
MBA, Finance
Cleveland State University 1990 — 1996
BBA, Business/Finance
Joe Lundry Joe Lundry's Merrill Lynch Experience May 2000 - June 2003
Job Financial Consultant at First Midwest Financial Network
Industry Financial Services
Experience
First Midwest Financial Networ June 2003 - Present
UVEST Financial Services June 2003 - November 2010
Merrill Lynch May 2000 - June 2003
Skills
Investments, Retirement Planning, Insurance, Wealth Management, Finance, Securities, Financial Services, Series 7, Financial Reporting, Mutual Funds, Estate Planning, Financial Advisory, Investment Advisory, Retirement, Series 63, Strategic Planning
Education
Coe College 1986 — 1990
BA, History
First Midwest Financial Networ June 2003 - Present
UVEST Financial Services June 2003 - November 2010
Merrill Lynch May 2000 - June 2003
Skills
Investments, Retirement Planning, Insurance, Wealth Management, Finance, Securities, Financial Services, Series 7, Financial Reporting, Mutual Funds, Estate Planning, Financial Advisory, Investment Advisory, Retirement, Series 63, Strategic Planning
Education
Coe College 1986 — 1990
BA, History
Laura Llano Laura Llano's Merrill Lynch Experience January 2012 - 2012
Job Account Manager for East Coast and Latin America
Industry Financial Services
Experience
S&P Capital IQ January 2014 - Present
S&P Capital IQ August 2012 - January 2014
Colby College November 2008 - May 2012
Merrill Lynch January 2012 - 2012
Hampton Luxury Liner May 2011 - August 2011
University of Pennsylvania June 2008 - August 2010
Skills
Data Analysis, Microsoft Office, Quantitative Analytics, Marketing, Quantitative Research, Research, Microsoft Excel, Financial Analysis, Marketing Research, Analytics, PowerPoint, Event Planning, Financial Modeling, Public Speaking, Statistics, Social Media, Analysis, Experienced with..., Salesforce.com, CRM, Capital IQ, Mentoring, Sales, Account Management, Customer Service, Leadership
Education
Colby College
Bachelor of Arts, Economics
Universidad de Salamanca
Study Abroad Semester, Marketing
S&P Capital IQ January 2014 - Present
S&P Capital IQ August 2012 - January 2014
Colby College November 2008 - May 2012
Merrill Lynch January 2012 - 2012
Hampton Luxury Liner May 2011 - August 2011
University of Pennsylvania June 2008 - August 2010
Skills
Data Analysis, Microsoft Office, Quantitative Analytics, Marketing, Quantitative Research, Research, Microsoft Excel, Financial Analysis, Marketing Research, Analytics, PowerPoint, Event Planning, Financial Modeling, Public Speaking, Statistics, Social Media, Analysis, Experienced with..., Salesforce.com, CRM, Capital IQ, Mentoring, Sales, Account Management, Customer Service, Leadership
Education
Colby College
Bachelor of Arts, Economics
Universidad de Salamanca
Study Abroad Semester, Marketing
Mary L. Beets Mary L. Beets's Merrill Lynch Experience January 1996 - June 1997
Job Vice President Investment Officer, CERTIFIED FINANCIAL PLANNER ™ at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
Wachovia Securities April 1999 - January 2009
Interstate Johnson Lane January 1999 - April 1999
Dean Witter Reynolds Inc. June 1997 - December 1998
Merrill Lynch January 1996 - June 1997
Skills
Life Cycle Planning, Investment Strategies, Securities, Insurance Planning, Estate Planning..., Financial Advisory, Retirement Planning
Education
Coastal Carolina University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, General
Roane State Community College 1981 — 1984
Associate's degree, Business Administration and Management, General
Wells Fargo Advisors, LLC January 2009 - Present
Wachovia Securities April 1999 - January 2009
Interstate Johnson Lane January 1999 - April 1999
Dean Witter Reynolds Inc. June 1997 - December 1998
Merrill Lynch January 1996 - June 1997
Skills
Life Cycle Planning, Investment Strategies, Securities, Insurance Planning, Estate Planning..., Financial Advisory, Retirement Planning
Education
Coastal Carolina University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, General
Roane State Community College 1981 — 1984
Associate's degree, Business Administration and Management, General
Christopher Swick Christopher Swick's Merrill Lynch Experience July 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch May 2012 - August 2013
Skills
Microsoft Office, Microsoft Word, Data Analysis, Research, Economics, Customer Service, Teamwork, Microsoft Excel, Financial Modeling, Stata, Investments, Spanish
Education
Colby College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Mathematics with a Concentration in Financial Markets
Bishop Feehan High School 2006 — 2010
Merrill Lynch July 2014 - Present
Merrill Lynch May 2012 - August 2013
Skills
Microsoft Office, Microsoft Word, Data Analysis, Research, Economics, Customer Service, Teamwork, Microsoft Excel, Financial Modeling, Stata, Investments, Spanish
Education
Colby College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Mathematics with a Concentration in Financial Markets
Bishop Feehan High School 2006 — 2010
Hannah Evans Hannah Evans's Merrill Lynch Experience June 2014 - August 2014
Job Student at Clemson University
Industry Financial Services
Experience
Merrill Lynch June 2014 - August 2014
Education
Clemson University - College of Business and Behavioral Science 2011 — 2015
Bachelor of Science (B.S.), Economics, Senior
CIMBA 2014 — 2014
International Business
The Overlake School 2007 — 2011
High School Diploma
Merrill Lynch June 2014 - August 2014
Education
Clemson University - College of Business and Behavioral Science 2011 — 2015
Bachelor of Science (B.S.), Economics, Senior
CIMBA 2014 — 2014
International Business
The Overlake School 2007 — 2011
High School Diploma
Brandon Cox, CFP® Brandon Cox, CFP®'s Merrill Lynch Experience January 1999 - June 2001
Job Registered Representative at Girard Securities
Industry Financial Services
Experience
Girard Securities July 2015 - Present
United Capital Financial Advisers, LLC July 2015 - Present
McDonald, Cox & Klugh, Inc. June 2001 - July 2015
Merrill Lynch January 1999 - June 2001
Skills
Faith, Family, Teaching, Public Speaking, Team Leadership, Management, Crossfit
Education
Clemson University - College of Business and Behavioral Science 1992 — 1996
Management, Business
Girard Securities July 2015 - Present
United Capital Financial Advisers, LLC July 2015 - Present
McDonald, Cox & Klugh, Inc. June 2001 - July 2015
Merrill Lynch January 1999 - June 2001
Skills
Faith, Family, Teaching, Public Speaking, Team Leadership, Management, Crossfit
Education
Clemson University - College of Business and Behavioral Science 1992 — 1996
Management, Business
Jackie Brick, CRPC® Jackie Brick, CRPC®'s Merrill Lynch Experience April 2000 - April 2009
Job Financial Advisor at Raymond James Financial Services, Inc
Industry Investment Management
Experience
Raymond James Financial Services, Inc Member FINRA/SIPC April 2009 - Present
Merrill Lynch April 2000 - April 2009
Skills
Retirement Planning, Investments, 529 Plans, Financial Planning, Estate Planning, Asset Management, Life Insurance, Variable Annuities, Qualified Retirement..., 401k Rollovers, Mutual Funds, College Education..., Wealth Management, Financial Advisory, Strategic Financial..., Fixed Annuities, Securities, Finance
Education
Cleveland State University
Finance
Raymond James Financial Services, Inc Member FINRA/SIPC April 2009 - Present
Merrill Lynch April 2000 - April 2009
Skills
Retirement Planning, Investments, 529 Plans, Financial Planning, Estate Planning, Asset Management, Life Insurance, Variable Annuities, Qualified Retirement..., 401k Rollovers, Mutual Funds, College Education..., Wealth Management, Financial Advisory, Strategic Financial..., Fixed Annuities, Securities, Finance
Education
Cleveland State University
Finance
Bobby Gorman's Merrill Lynch Experience January 2006 - February 2006
Job Strategy Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments June 2014 - August 2015
ICICI Bank April 2014 - May 2014
Accenture September 2008 - May 2013
Ironwood Capital January 2008 - February 2008
Barclays Capital June 2007 - August 2007
Visible Measures June 2006 - July 2006
A.G. Edwards February 2006 - May 2006
Merrill Lynch January 2006 - February 2006
Skills
Financial Modeling, Management Consulting, Business Transformation, Shared Services, Acquisition Integration, Business Case, Business Process..., Governance, PMO, Valuation, Strategic Consulting, Business Process Design, Entrepreneurship, Business Strategy, Analysis, Program Management
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Colby College 2004 — 2008
Bachelor's Degree
University of Melbourne 2006 — 2006
Abroad Student
Fidelity Investments August 2015 - Present
Fidelity Investments June 2014 - August 2015
ICICI Bank April 2014 - May 2014
Accenture September 2008 - May 2013
Ironwood Capital January 2008 - February 2008
Barclays Capital June 2007 - August 2007
Visible Measures June 2006 - July 2006
A.G. Edwards February 2006 - May 2006
Merrill Lynch January 2006 - February 2006
Skills
Financial Modeling, Management Consulting, Business Transformation, Shared Services, Acquisition Integration, Business Case, Business Process..., Governance, PMO, Valuation, Strategic Consulting, Business Process Design, Entrepreneurship, Business Strategy, Analysis, Program Management
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Colby College 2004 — 2008
Bachelor's Degree
University of Melbourne 2006 — 2006
Abroad Student
David Rapasi David Rapasi's Merrill Lynch Experience 2012 - 2013
Job Retirement Plan Consultant at Trinity Pension Consultants
Industry Financial Services
Experience
Trinity Pension Consultants January 2014 - Present
ADP 2013 - 2014
Merrill Lynch 2012 - 2013
Paychex 2006 - 2012
Hillenbrand Industries 2002 - 2005
AmeriMark Direct 1996 - 2001
Skills
Cold Calling, Sales Process, Sales Management, Account Management, Sales, Salesforce.com, Sales Presentations, Closing Deals, 401k, New Business Development, Direct Sales, Recruiting, Sales Operations, Solution Selling, Talent Acquisition, Customer Retention, Leadership
Education
Cleveland State University 1991 — 1999
Bachelor of Arts, Comunications
Cleveland State University 1991 — 1999
Bachelor of Arts, Communication and Media Studies
Trinity Pension Consultants January 2014 - Present
ADP 2013 - 2014
Merrill Lynch 2012 - 2013
Paychex 2006 - 2012
Hillenbrand Industries 2002 - 2005
AmeriMark Direct 1996 - 2001
Skills
Cold Calling, Sales Process, Sales Management, Account Management, Sales, Salesforce.com, Sales Presentations, Closing Deals, 401k, New Business Development, Direct Sales, Recruiting, Sales Operations, Solution Selling, Talent Acquisition, Customer Retention, Leadership
Education
Cleveland State University 1991 — 1999
Bachelor of Arts, Comunications
Cleveland State University 1991 — 1999
Bachelor of Arts, Communication and Media Studies
Denise J Martin, Sales & Productivity Consultant Denise J Martin, Sales & Productivity Consultant's Merrill Lynch Experience 2000 - 2005
Job Supporting sales professionals in taking their business to the next level
Industry Professional Training & Coaching
Experience
Good For You Coaching and Consulting, Inc. June 2009 - Present
Praxes Group 2007 - 2008
Merrill Lynch 2000 - 2005
Skills
Leadership Development, Change Management, Business Strategy, Team Building, Coaching, Strategic Planning, Management Consulting, New Business Development, Sales, Consulting, Start-ups, Selling, Program Management, Public Speaking, Analysis, Organizational..., Marketing Strategy, Management, Strategy, Small Business, Business Development, Workshop Facilitation, Leadership, Training, Cross-functional Team..., Entrepreneurship, Executive Coaching, Business Planning, Interviews, Strategic Partnerships, Business Coaching, Performance Management, Executive Management, CRM, Selling Skills, Team Leadership, Sales Management, Lead Generation, Training Delivery, Process Improvement, Marketing, Thought Leadership, Business Process..., Emotional Intelligence
Education
Colby College 1973 — 1977
BA, English
Good For You Coaching and Consulting, Inc. June 2009 - Present
Praxes Group 2007 - 2008
Merrill Lynch 2000 - 2005
Skills
Leadership Development, Change Management, Business Strategy, Team Building, Coaching, Strategic Planning, Management Consulting, New Business Development, Sales, Consulting, Start-ups, Selling, Program Management, Public Speaking, Analysis, Organizational..., Marketing Strategy, Management, Strategy, Small Business, Business Development, Workshop Facilitation, Leadership, Training, Cross-functional Team..., Entrepreneurship, Executive Coaching, Business Planning, Interviews, Strategic Partnerships, Business Coaching, Performance Management, Executive Management, CRM, Selling Skills, Team Leadership, Sales Management, Lead Generation, Training Delivery, Process Improvement, Marketing, Thought Leadership, Business Process..., Emotional Intelligence
Education
Colby College 1973 — 1977
BA, English
Will Cropper Will Cropper's Merrill Lynch Experience June 1999 - August 2000
Job Teacher/Soccer Coach at Regis Jesuit HS and Associate Broker at Modern Real Estate
Industry Real Estate
Experience
Regis Jesuit High School August 2014 - Present
Modern Real Estate January 2011 - Present
Regis Jesuit High School Girls Division February 2007 - Present
Shift Real Estate Services February 2010 - January 2011
Boston College High School August 2003 - August 2006
Boston College High School August 2002 - May 2006
Cape Cod Sea Camps June 2004 - August 2005
Notre Dame Night School December 2004 - May 2005
Merrill Lynch June 1999 - August 2000
Skills
Teaching, Curriculum Design, Statistics, Leadership Development, Mathematics Education, Algebra, Public Speaking, Research, Nonprofits, Fundraising, Curriculum Development, Staff Development, Educational Leadership, Educational Technology
Education
University of Colorado at Denver 2010 — 2013
Master's degree, Educational/Instructional Technology
Boston College, Lynch School of Education 2004 — 2005
Masters Coursework
Colby College 1998 — 2002
BA, Economics, Math
Regis Jesuit High School August 2014 - Present
Modern Real Estate January 2011 - Present
Regis Jesuit High School Girls Division February 2007 - Present
Shift Real Estate Services February 2010 - January 2011
Boston College High School August 2003 - August 2006
Boston College High School August 2002 - May 2006
Cape Cod Sea Camps June 2004 - August 2005
Notre Dame Night School December 2004 - May 2005
Merrill Lynch June 1999 - August 2000
Skills
Teaching, Curriculum Design, Statistics, Leadership Development, Mathematics Education, Algebra, Public Speaking, Research, Nonprofits, Fundraising, Curriculum Development, Staff Development, Educational Leadership, Educational Technology
Education
University of Colorado at Denver 2010 — 2013
Master's degree, Educational/Instructional Technology
Boston College, Lynch School of Education 2004 — 2005
Masters Coursework
Colby College 1998 — 2002
BA, Economics, Math
Jaclyn Giordano Jaclyn Giordano's Merrill Lynch Experience May 2011 - August 2011
Job Account Specialist at Classic Graphics
Industry Marketing and Advertising
Experience
Classic Graphics August 2014 - Present
The Graphic Cow January 2013 - December 2013
All Heart Lacrosse April 2012 - August 2013
Symphonix Solutions May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Advertising, Social Media, Adobe Creative Suite, Marketing Strategy, Public Relations, Customer Service, Economics, Macintosh Applications, Sales, Graphic Design, Eye for Details, Creative Development, Exceptionally Organized, Microsoft Technologies, Business Intelligence, Electronics Technology, Learn New Software..., Passion for Quality, Fullfillment, CAD, Dreamweaver, Highly self-motivated, Multi Tasking, Problem Solving, Passion for Success, Online Marketing, Creative Direction, Facebook, Flexo, Social Media Marketing
Education
Clemson University - College of Business and Behavioral Science 2011 — 2014
Bachelor of Science, Graphic Communications
University of North Carolina at Wilmington 2009 — 2011
Economics and Marketing
Classic Graphics August 2014 - Present
The Graphic Cow January 2013 - December 2013
All Heart Lacrosse April 2012 - August 2013
Symphonix Solutions May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Advertising, Social Media, Adobe Creative Suite, Marketing Strategy, Public Relations, Customer Service, Economics, Macintosh Applications, Sales, Graphic Design, Eye for Details, Creative Development, Exceptionally Organized, Microsoft Technologies, Business Intelligence, Electronics Technology, Learn New Software..., Passion for Quality, Fullfillment, CAD, Dreamweaver, Highly self-motivated, Multi Tasking, Problem Solving, Passion for Success, Online Marketing, Creative Direction, Facebook, Flexo, Social Media Marketing
Education
Clemson University - College of Business and Behavioral Science 2011 — 2014
Bachelor of Science, Graphic Communications
University of North Carolina at Wilmington 2009 — 2011
Economics and Marketing
Baijulal Gopinathan Baijulal Gopinathan's Merrill Lynch Experience October 2007 - December 2008
Job at
Industry Computer Software
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch March 2010 - July 2014
Citibank August 2009 - March 2010
Bank of America Merrill Lynch January 2009 - July 2009
Merrill Lynch October 2007 - December 2008
Jefferies & Company February 2007 - September 2007
Merrill Lynch February 2002 - January 2007
Tata Consultancy Services September 2000 - November 2002
Education
Cochin University of Science and Technology 1995 — 1999
BTech, Electronics
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch March 2010 - July 2014
Citibank August 2009 - March 2010
Bank of America Merrill Lynch January 2009 - July 2009
Merrill Lynch October 2007 - December 2008
Jefferies & Company February 2007 - September 2007
Merrill Lynch February 2002 - January 2007
Tata Consultancy Services September 2000 - November 2002
Education
Cochin University of Science and Technology 1995 — 1999
BTech, Electronics
Imre Sestak's Merrill Lynch Experience September 2006 - October 2007
Job Savings Plan Analyst at Johnson & Johnson
Industry Financial Services
Experience
Johnson & Johnson August 2010 - Present
Johnson & Johnson October 2007 - August 2010
Merrill Lynch September 2006 - October 2007
Skills
Microsoft Office, Financial Analysis, Bloomberg, Forecasting, Investments, Financial Modeling, Finance, Portfolio Management, Strategic Financial..., Market Research, Corporate Finance, Business Planning, Strategic Planning, Accounting, Strategy, Income Statement, Management, Management Consulting, Data Analysis, Competitive Analysis, Financial Reporting, Budgets, Customer Service, Business Development, Business Analysis, Cross-functional Team..., Equities, Mergers, Team Leadership, Project Management, Business Intelligence, Vendor Management, Strategic Thinking, Microsoft Excel, Financial Services, Healthcare, Research, Analysis, Leadership, Auditing, Project Planning, Access, Change Management, SAP, Financial Accounting, Business Process..., Training, Internal Controls, Business Strategy, Process Improvement
Education
Rutgers University-New Brunswick 2008 — 2012
Masters, Global Business and Management
Cleveland State University 2004 — 2006
BBA, Finance
NRHS
NRHS
Johnson & Johnson August 2010 - Present
Johnson & Johnson October 2007 - August 2010
Merrill Lynch September 2006 - October 2007
Skills
Microsoft Office, Financial Analysis, Bloomberg, Forecasting, Investments, Financial Modeling, Finance, Portfolio Management, Strategic Financial..., Market Research, Corporate Finance, Business Planning, Strategic Planning, Accounting, Strategy, Income Statement, Management, Management Consulting, Data Analysis, Competitive Analysis, Financial Reporting, Budgets, Customer Service, Business Development, Business Analysis, Cross-functional Team..., Equities, Mergers, Team Leadership, Project Management, Business Intelligence, Vendor Management, Strategic Thinking, Microsoft Excel, Financial Services, Healthcare, Research, Analysis, Leadership, Auditing, Project Planning, Access, Change Management, SAP, Financial Accounting, Business Process..., Training, Internal Controls, Business Strategy, Process Improvement
Education
Rutgers University-New Brunswick 2008 — 2012
Masters, Global Business and Management
Cleveland State University 2004 — 2006
BBA, Finance
NRHS
NRHS
J Scott Thompson, CFP®, CRPC®'s Merrill Lynch Experience January 2006 - March 2009
Job Vice President, Investments Forrest Thompson Wealth Management of Raymond James
Industry Investment Management
Experience
Raymond James April 2009 - Present
Merrill Lynch January 2006 - March 2009
Merrill Lynch July 2002 - December 2005
Merrill Lynch June 2000 - June 2002
Education
Raymond James Institute of Investment Managment Consulting 2010 — 2010
IInvestment Management Consultant, Investment Management Consulting
College for Financial Planning 2007 — 2007
CRPC®, CHARTERED RETIREMENT PLANNING COUNSELOR™
Financial Planning Board of Standards, Inc 2003 — 2005
CFP®, CERTIFIED FINANCIAL PLANNER™ practitioner
Clemson University - College of Business and Behavioral Science 1995 — 1999
Bachelor of Science, Marketing
Raymond James April 2009 - Present
Merrill Lynch January 2006 - March 2009
Merrill Lynch July 2002 - December 2005
Merrill Lynch June 2000 - June 2002
Education
Raymond James Institute of Investment Managment Consulting 2010 — 2010
IInvestment Management Consultant, Investment Management Consulting
College for Financial Planning 2007 — 2007
CRPC®, CHARTERED RETIREMENT PLANNING COUNSELOR™
Financial Planning Board of Standards, Inc 2003 — 2005
CFP®, CERTIFIED FINANCIAL PLANNER™ practitioner
Clemson University - College of Business and Behavioral Science 1995 — 1999
Bachelor of Science, Marketing
Mark Vandenburg, Jr's Merrill Lynch Experience May 2012 - August 2012
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Darden Restaurants July 2010 - September 2013
Coastal Carolina University August 2009 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Marketing, Teamwork, Customer Service, Finance, Microsoft Excel, Microsoft Dynamics, Microsoft Word, Retirement Planning, Series 6, Series 63, Financial Services, Wealth Management, Interpersonal Leadership, Asset Allocation, Investments, Portfolio Management, Vlookup, Strategic Financial..., Data Management, Data Validation, Currency Exchange, Valuation, Corporate Finance, Behavioral Finance, Multi Tasking, Critical Thinking, Leadership, Determination, Motivation, Communication
Education
Coastal Carolina University 2009 — 2013
Bachelor of Science in Business Administration in, Finance, Wealth Management, 3.548
Spring-Ford High School 2005 — 2009
Vanguard September 2013 - Present
Darden Restaurants July 2010 - September 2013
Coastal Carolina University August 2009 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Marketing, Teamwork, Customer Service, Finance, Microsoft Excel, Microsoft Dynamics, Microsoft Word, Retirement Planning, Series 6, Series 63, Financial Services, Wealth Management, Interpersonal Leadership, Asset Allocation, Investments, Portfolio Management, Vlookup, Strategic Financial..., Data Management, Data Validation, Currency Exchange, Valuation, Corporate Finance, Behavioral Finance, Multi Tasking, Critical Thinking, Leadership, Determination, Motivation, Communication
Education
Coastal Carolina University 2009 — 2013
Bachelor of Science in Business Administration in, Finance, Wealth Management, 3.548
Spring-Ford High School 2005 — 2009
Jeff Wolfe Jeff Wolfe's Merrill Lynch Experience 2006 - 2008
Job Visual Collab PSS (Select), Cisco Systems, Inc.
Industry Information Technology and Services
Experience
Cisco February 2008 - Present
Cisco February 2008 - December 2012
Merrill Lynch 2006 - 2008
Merrill Lynch 2004 - 2006
Merrill Lynch August 2004 - September 2005
Skills
SaaS, Virtualization, Enterprise Software, Video, Cloud Computing, Business Process, Lead Generation, Vendor Management, Business Intelligence, Salesforce.com, Management, Unified Communications, Sales Process, Business Development, Professional Services, Strategic Partnerships, Networking, Leadership, Selling, Data Center, Cisco Technologies, Sales, Solution Selling, Hostage Rescue
Education
West Virginia University 2000 — 2004
BS, Criminology, Biological Sciences
Coastal Carolina University 2000 — 2002
Marine Biology and Biochemisty
Cisco February 2008 - Present
Cisco February 2008 - December 2012
Merrill Lynch 2006 - 2008
Merrill Lynch 2004 - 2006
Merrill Lynch August 2004 - September 2005
Skills
SaaS, Virtualization, Enterprise Software, Video, Cloud Computing, Business Process, Lead Generation, Vendor Management, Business Intelligence, Salesforce.com, Management, Unified Communications, Sales Process, Business Development, Professional Services, Strategic Partnerships, Networking, Leadership, Selling, Data Center, Cisco Technologies, Sales, Solution Selling, Hostage Rescue
Education
West Virginia University 2000 — 2004
BS, Criminology, Biological Sciences
Coastal Carolina University 2000 — 2002
Marine Biology and Biochemisty
Michele Jackson's Merrill Lynch Experience September 2004 - June 2007
Job COO at International Code Design, Inc.
Industry Management Consulting
Experience
International Code Design, Inc. June 2011 - Present
Zephyr Group January 2006 - Present
Cintas October 2009 - June 2011
Cintas Corporation October 2009 - June 2011
KeyBank June 2007 - June 2009
KeyBank June 2007 - June 2009
Merrill Lynch September 2004 - June 2007
Merrill Lynch June 2004 - June 2007
Charles Schwab October 2002 - September 2004
Morgan Stanley January 1997 - January 2002
Skills
Six Sigma, Project Implementation, Social Media, Project Management, Strategic Planning, Strategy, CRM, Human Resources, Management, Program Management, Business Development, Change Management, Process Improvement, Management Consulting, Analysis, Cross-functional Team..., Government, Leadership, Intelligence Analysis, Business Intelligence, Intelligence
Education
WEATHERHEAD SCHOOL OF MANAGEMENT, CASE WESTERN RESERVE UNIVERSITY 2006 — 2009
Master of Business Administration, Organizational Development and Leadership2009
Weatherhead School of Management at Case Western Reserve University 2005 — 2008
MBA, Leadership and Organizational Development
Cleveland State University 1984 — 1993
Bachelor of Arts, Communication
International Code Design, Inc. June 2011 - Present
Zephyr Group January 2006 - Present
Cintas October 2009 - June 2011
Cintas Corporation October 2009 - June 2011
KeyBank June 2007 - June 2009
KeyBank June 2007 - June 2009
Merrill Lynch September 2004 - June 2007
Merrill Lynch June 2004 - June 2007
Charles Schwab October 2002 - September 2004
Morgan Stanley January 1997 - January 2002
Skills
Six Sigma, Project Implementation, Social Media, Project Management, Strategic Planning, Strategy, CRM, Human Resources, Management, Program Management, Business Development, Change Management, Process Improvement, Management Consulting, Analysis, Cross-functional Team..., Government, Leadership, Intelligence Analysis, Business Intelligence, Intelligence
Education
WEATHERHEAD SCHOOL OF MANAGEMENT, CASE WESTERN RESERVE UNIVERSITY 2006 — 2009
Master of Business Administration, Organizational Development and Leadership2009
Weatherhead School of Management at Case Western Reserve University 2005 — 2008
MBA, Leadership and Organizational Development
Cleveland State University 1984 — 1993
Bachelor of Arts, Communication
Ricardo Daley, MBA Ricardo Daley, MBA's Merrill Lynch Experience June 2006 - August 2008
Job Investment Banking Analyst | CFA Level I Candidate rdaley25@yahoo.com 440.915.5648
Industry Financial Services
Experience
USAA August 2013 - Present
USAA August 2011 - August 2013
The Vanguard Group January 2010 - October 2010
Waddell & Reed August 2008 - January 2010
Merrill Lynch June 2006 - August 2008
National City Bank April 2005 - June 2006
Key Bank/McDonald Financial Group November 2000 - December 2004
Skills
Financial Modeling, Valuation, New Business Development, Financial Analysis, Financial Consulting, Mutual Funds, DCF LBO Analysis, Financial Advisory, Uniform Combined State..., Series 7, Mergers & Acquisitions, Needs Analysis, Finance, Investment Strategies, Wealth Management
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA, Finance
The Investment Banking Institute, Los Angeles, CA 2010 — 2010
Designation/Certificate, Financial Modeling and Valuation
Cleveland State University 2005 — 2005
MBA Courses/Operations Management
Thiel College 1994 — 1998
Bachelor of Arts, Accounting and Finance
USAA August 2013 - Present
USAA August 2011 - August 2013
The Vanguard Group January 2010 - October 2010
Waddell & Reed August 2008 - January 2010
Merrill Lynch June 2006 - August 2008
National City Bank April 2005 - June 2006
Key Bank/McDonald Financial Group November 2000 - December 2004
Skills
Financial Modeling, Valuation, New Business Development, Financial Analysis, Financial Consulting, Mutual Funds, DCF LBO Analysis, Financial Advisory, Uniform Combined State..., Series 7, Mergers & Acquisitions, Needs Analysis, Finance, Investment Strategies, Wealth Management
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA, Finance
The Investment Banking Institute, Los Angeles, CA 2010 — 2010
Designation/Certificate, Financial Modeling and Valuation
Cleveland State University 2005 — 2005
MBA Courses/Operations Management
Thiel College 1994 — 1998
Bachelor of Arts, Accounting and Finance
Jennifer Balch Jennifer Balch's Merrill Lynch Experience 1987 - 1993
Job Financial Services Professional
Industry Financial Services
Experience
Compass Medical October 2011 - Present
Fidelity Capital Markets August 2007 - April 2010
Fidelity Investments -National Financial March 2000 - August 2007
Fidelity Investments - Institutional Wealth Services 1998 - 2000
Fidelity Investments - Institutional Services 1994 - 1998
Fidelity Investments - Retail Company 1993 - 1994
Merrill Lynch 1987 - 1993
Skills
Business Analysis, Series 7, Project Management, Training, Microsoft Office, Process Improvement, Financial Services, Access, Management, Risk Management, Leadership, Business Process, Microsoft Excel, Software Documentation, Program Management, Securities, Customer Service, PowerPoint, Sales
Education
Colby-Sawyer College 1983 — 1987
BS, Business Admistration
Brockton High School
Compass Medical October 2011 - Present
Fidelity Capital Markets August 2007 - April 2010
Fidelity Investments -National Financial March 2000 - August 2007
Fidelity Investments - Institutional Wealth Services 1998 - 2000
Fidelity Investments - Institutional Services 1994 - 1998
Fidelity Investments - Retail Company 1993 - 1994
Merrill Lynch 1987 - 1993
Skills
Business Analysis, Series 7, Project Management, Training, Microsoft Office, Process Improvement, Financial Services, Access, Management, Risk Management, Leadership, Business Process, Microsoft Excel, Software Documentation, Program Management, Securities, Customer Service, PowerPoint, Sales
Education
Colby-Sawyer College 1983 — 1987
BS, Business Admistration
Brockton High School
Peter C. Bishop Peter C. Bishop's Merrill Lynch Experience October 1989 - November 1994
Job Invesment Advisor Representative at Salem Advisory Group, LLC
Industry Investment Management
Experience
Salem Advisory Group, LLC September 2013 - Present
RBC Wealth Management November 1994 - September 2011
Merrill Lynch October 1989 - November 1994
Eastern Townships Produce Ltd May 1981 - June 1989
Skills
Portfolio Management, Asset Management, Equities, Wealth Management, Mutual Funds, Fixed Income, Asset Allocation, Investment Strategies, Financial Planning
Education
Colby College 1976 — 1980
Bachelor of Arts (BA), Business/Commerce, General
Bishops Collge School, Lennoxvile, Quebec 1975 — 1976
Salem Advisory Group, LLC September 2013 - Present
RBC Wealth Management November 1994 - September 2011
Merrill Lynch October 1989 - November 1994
Eastern Townships Produce Ltd May 1981 - June 1989
Skills
Portfolio Management, Asset Management, Equities, Wealth Management, Mutual Funds, Fixed Income, Asset Allocation, Investment Strategies, Financial Planning
Education
Colby College 1976 — 1980
Bachelor of Arts (BA), Business/Commerce, General
Bishops Collge School, Lennoxvile, Quebec 1975 — 1976
Nancy Von Stackelberg Nancy Von Stackelberg's Merrill Lynch Experience September 1972 - August 1988
Job CoFounder and Principal at Radius Wealth Management
Industry Investment Management
Experience
Radius Wealth Management March 2014 - Present
Fernwood Investment Management September 2008 - March 2014
Fidelity Investments April 2004 - August 2008
Bainco International Investors September 1996 - April 2004
Merrill Lynch September 1972 - August 1988
Education
Colby-Sawyer College
Radius Wealth Management March 2014 - Present
Fernwood Investment Management September 2008 - March 2014
Fidelity Investments April 2004 - August 2008
Bainco International Investors September 1996 - April 2004
Merrill Lynch September 1972 - August 1988
Education
Colby-Sawyer College
Alexis Tischbein's Merrill Lynch Experience June 2012 - August 2012
Job Senior Research Analyst at Chatham Partners
Industry Market Research
Experience
Chatham Partners August 2014 - Present
Coastal Maine Botanical Gardens June 2013 - Present
Student Programming Board June 2012 - May 2014
Colby College Admissions Office January 2011 - May 2014
Colby College Economics Department September 2012 - December 2012
Student Programming Board June 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Skills
Research, Event Planning, Microsoft Office, Statistics, Stata, Social Media, Data Analysis, Community Outreach, Nonprofits, Program Development, Time Management, Organization &..., Salesforce.com, Philanthropy
Education
Colby College 2010 — 2014
Bachelor's degree, Economics and Administrative Science, Senior
The University of Edinburgh 2013 — 2013
Bachelor's degree, Continuation of Economics/Administrative Science studies
Chatham Partners August 2014 - Present
Coastal Maine Botanical Gardens June 2013 - Present
Student Programming Board June 2012 - May 2014
Colby College Admissions Office January 2011 - May 2014
Colby College Economics Department September 2012 - December 2012
Student Programming Board June 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Skills
Research, Event Planning, Microsoft Office, Statistics, Stata, Social Media, Data Analysis, Community Outreach, Nonprofits, Program Development, Time Management, Organization &..., Salesforce.com, Philanthropy
Education
Colby College 2010 — 2014
Bachelor's degree, Economics and Administrative Science, Senior
The University of Edinburgh 2013 — 2013
Bachelor's degree, Continuation of Economics/Administrative Science studies
Marcina Alston Marcina Alston's Merrill Lynch Experience September 2012 - March 2013
Job Real Estate and Finance
Industry Real Estate
Experience
TriplePoint June 2010 - Present
MakeupbyMarcina May 2010 - Present
Merrill Lynch September 2012 - March 2013
Keller Williams Greater Cleveland February 2004 - March 2010
Skills
Negotiation, Strategic Consulting, Marketing Strategy, Marketing Communications, Market Research, International Operations, Global Marketing, International Finance, Contract Negotiation, Wine Tasting, Makeup Artistry, Recruiting, Staffing Services, executive recruiting, Accounting Recruitment, Finance
Education
Cleveland State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business, Finance
American Wine School 2011 — 2011
WSET Intermediate Certification, Wine and Spirits
Cuyahoga Community College 2003 — 2003
Real Estate
Glenville High School 1996 — 2000
TriplePoint June 2010 - Present
MakeupbyMarcina May 2010 - Present
Merrill Lynch September 2012 - March 2013
Keller Williams Greater Cleveland February 2004 - March 2010
Skills
Negotiation, Strategic Consulting, Marketing Strategy, Marketing Communications, Market Research, International Operations, Global Marketing, International Finance, Contract Negotiation, Wine Tasting, Makeup Artistry, Recruiting, Staffing Services, executive recruiting, Accounting Recruitment, Finance
Education
Cleveland State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business, Finance
American Wine School 2011 — 2011
WSET Intermediate Certification, Wine and Spirits
Cuyahoga Community College 2003 — 2003
Real Estate
Glenville High School 1996 — 2000
Chris Pelletier Chris Pelletier's Merrill Lynch Experience May 1999 - September 1999
Job Marketing Data and Technology
Industry Marketing and Advertising
Experience
Teradata Applications September 2013 - Present
Emailvision April 2012 - April 2013
Dydacomp April 2010 - April 2012
Independent Contractor December 2008 - April 2010
I-Behavior September 2007 - December 2008
Epsilon November 2002 - July 2007
Merrill Lynch May 1999 - September 1999
Skills
Database Marketing, Data Management, Integrated Marketing, Email Marketing, Analytics, CRM, Direct Marketing, Customer Acquisition, Online Marketing, Strategy, E-commerce, SEM, Marketing, SEO, Multi-channel Marketing, Digital Marketing
Education
Coastal Carolina University 1999 — 2001
Bachelors, Business Management
Teradata Applications September 2013 - Present
Emailvision April 2012 - April 2013
Dydacomp April 2010 - April 2012
Independent Contractor December 2008 - April 2010
I-Behavior September 2007 - December 2008
Epsilon November 2002 - July 2007
Merrill Lynch May 1999 - September 1999
Skills
Database Marketing, Data Management, Integrated Marketing, Email Marketing, Analytics, CRM, Direct Marketing, Customer Acquisition, Online Marketing, Strategy, E-commerce, SEM, Marketing, SEO, Multi-channel Marketing, Digital Marketing
Education
Coastal Carolina University 1999 — 2001
Bachelors, Business Management
Mark M. Sullivan, CIMA®, CPWA® Mark M. Sullivan, CIMA®, CPWA®'s Merrill Lynch Experience January 2014 - Present
Job Director, Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Merrill Lynch April 2010 - December 2013
Bank of America Merrill Lynch January 2009 - April 2010
Merrill Lynch 2006 - 2009
Merrill Lynch August 1999 - January 2005
Skills
Wealth Management, Investments, Financial Advisory, Banking, High Net Worth..., Leadership, Series 7, Series 63, Alternative Investments, Asset Allocation, Strategic Financial..., Investment Management, Investment Strategies
Education
John Carroll University 1995 — 1999
BSBA, Marketing and Logistics
Cleveland State University 2006 — 2009
MBA, Concentration in Finance
Merrill Lynch January 2014 - Present
Merrill Lynch April 2010 - December 2013
Bank of America Merrill Lynch January 2009 - April 2010
Merrill Lynch 2006 - 2009
Merrill Lynch August 1999 - January 2005
Skills
Wealth Management, Investments, Financial Advisory, Banking, High Net Worth..., Leadership, Series 7, Series 63, Alternative Investments, Asset Allocation, Strategic Financial..., Investment Management, Investment Strategies
Education
John Carroll University 1995 — 1999
BSBA, Marketing and Logistics
Cleveland State University 2006 — 2009
MBA, Concentration in Finance
Peter Brush, CFA, CAIA, FRM's Merrill Lynch Experience 2007 - 2009
Job Interest Rate Sales, Real Estate Investor, Fine Wine Investor
Industry Financial Services
Experience
TD August 2012 - Present
BNP Paribas 2010 - 2012
RBC 2009 - 2010
Barclays Capital 2009 - 2009
Merrill Lynch 2007 - 2009
Merrill Lynch 2005 - 2007
RBS Greenwich Capital 2003 - 2005
Skills
Hedge Funds, Capital Markets, Trading, Fixed Income, Financial Markets, Interest Rate..., Risk Management, Portfolio Management, Bloomberg, Structured Products, Derivatives, Bonds, MBS, Investments, Credit Risk, Options, Alternative Investments, Due Diligence, ABS, Wine Lists, Wine Cellars, Interest Rate Swaps, Global Macro, Swaps, Proprietary Trading, Wine Tasting, Wine, Trading Systems, Real Estate Investor, Real Estate Transactions, Finance
Education
Colby College 1999 — 2003
BA, Economics
Brunswick School 1992 — 1999
Chartered Alternative Investment Analyst
Chartered Financial Analyst
Chatsworth Avenue School
Financial Risk Manager
TD August 2012 - Present
BNP Paribas 2010 - 2012
RBC 2009 - 2010
Barclays Capital 2009 - 2009
Merrill Lynch 2007 - 2009
Merrill Lynch 2005 - 2007
RBS Greenwich Capital 2003 - 2005
Skills
Hedge Funds, Capital Markets, Trading, Fixed Income, Financial Markets, Interest Rate..., Risk Management, Portfolio Management, Bloomberg, Structured Products, Derivatives, Bonds, MBS, Investments, Credit Risk, Options, Alternative Investments, Due Diligence, ABS, Wine Lists, Wine Cellars, Interest Rate Swaps, Global Macro, Swaps, Proprietary Trading, Wine Tasting, Wine, Trading Systems, Real Estate Investor, Real Estate Transactions, Finance
Education
Colby College 1999 — 2003
BA, Economics
Brunswick School 1992 — 1999
Chartered Alternative Investment Analyst
Chartered Financial Analyst
Chatsworth Avenue School
Financial Risk Manager
Coralee Holm Coralee Holm's Merrill Lynch Experience September 1999 - April 2004
Job Institutional Advancement/Marketing Focused on results and building relationships
Industry Education Management
Experience
Burlington College January 2015 - Present
Burlington College October 2012 - February 2015
Global Classroom March 2011 - December 2012
Children of the Earth 2010 - 2011
Vermont Adult Learning September 2008 - December 2010
Champlain College June 2004 - September 2008
Business & Professional Women/USA 2000 - 2007
Merrill Lynch September 1999 - April 2004
Skills
strategic planning, Social Media Marketing, Email Marketing, inbound marketing, virtual learning..., elearning, online marketing, nonprofit leadership, Leadership Development, fundraising, philanthropy, Digital Branding, social media, Marketing Management, digital marketing, Financial Advisory, Process Development, Organizational..., Communications Strategy, marketing communications, Blogging, Quality Management, Non-profit Development, non-profit events, special events, Social Media, Fundraising, Marketing Communications, Online Marketing, Marketing, Annual Giving, Management, Strategic Communications, Digital Marketing, Strategic Planning, Nonprofits, Leadership, Event Management, Social Networking, Marketing Strategy, Grant Writing, Strategic Partnerships, Public Speaking, Newsletters, Event Planning, Volunteer Management, Community Outreach, Higher Education, Strategy
Education
Colby-Sawyer College 1992 — 1996
BA, Psychology
BFA Fairfax 1988 — 1992
Burlington College January 2015 - Present
Burlington College October 2012 - February 2015
Global Classroom March 2011 - December 2012
Children of the Earth 2010 - 2011
Vermont Adult Learning September 2008 - December 2010
Champlain College June 2004 - September 2008
Business & Professional Women/USA 2000 - 2007
Merrill Lynch September 1999 - April 2004
Skills
strategic planning, Social Media Marketing, Email Marketing, inbound marketing, virtual learning..., elearning, online marketing, nonprofit leadership, Leadership Development, fundraising, philanthropy, Digital Branding, social media, Marketing Management, digital marketing, Financial Advisory, Process Development, Organizational..., Communications Strategy, marketing communications, Blogging, Quality Management, Non-profit Development, non-profit events, special events, Social Media, Fundraising, Marketing Communications, Online Marketing, Marketing, Annual Giving, Management, Strategic Communications, Digital Marketing, Strategic Planning, Nonprofits, Leadership, Event Management, Social Networking, Marketing Strategy, Grant Writing, Strategic Partnerships, Public Speaking, Newsletters, Event Planning, Volunteer Management, Community Outreach, Higher Education, Strategy
Education
Colby-Sawyer College 1992 — 1996
BA, Psychology
BFA Fairfax 1988 — 1992
Frank Legan Frank Legan's Merrill Lynch Experience May 2000 - September 2005
Job Partner | Financial Advisor at Cedar Brook Group, LLC specializing in Financial Planning & Estate Planning
Industry Financial Services
Experience
Cedar Brook Financial Partners April 2010 - Present
City of Highland Heights January 2006 - December 2013
PNC Investments October 2005 - April 2010
Merrill Lynch May 2000 - September 2005
Innovation Groups 1998 - 2000
Skills
Investments, Retirement Planning, Wealth Management, Finance, Strategic Financial..., Securities, Budgets, Financial Analysis, Retirement, Financial Services, Small Business, Wealth, Financial Advisory, Employee Benefits, Financial Planners
Education
University of Dayton 1991 — 1995
Bachelor of Arts, Political Science
Cleveland State University 1995 — 1997
MPA, Public Administration
Mayfield High School 1987 — 1991
High School
Cedar Brook Financial Partners April 2010 - Present
City of Highland Heights January 2006 - December 2013
PNC Investments October 2005 - April 2010
Merrill Lynch May 2000 - September 2005
Innovation Groups 1998 - 2000
Skills
Investments, Retirement Planning, Wealth Management, Finance, Strategic Financial..., Securities, Budgets, Financial Analysis, Retirement, Financial Services, Small Business, Wealth, Financial Advisory, Employee Benefits, Financial Planners
Education
University of Dayton 1991 — 1995
Bachelor of Arts, Political Science
Cleveland State University 1995 — 1997
MPA, Public Administration
Mayfield High School 1987 — 1991
High School
Jonathan Broadbent Jonathan Broadbent's Merrill Lynch Experience January 2006 - November 2009
Job Founder & Managing Partner
Industry Financial Services
Experience
Plan Partners, LLC October 2013 - Present
Fintegra November 2009 - October 2013
Merrill Lynch January 2006 - November 2009
McDonald Financial Group September 2004 - January 2006
Vista Financial Group/Flagship Administration 2002 - 2004
MMP Solon 1996 - 2003
Skills
Workplace Retirement..., 401k, 403 b, Retirement Plan..., Investment Advisory, Due Diligence, Pensions, Executive Benefit..., 404 Compliance, Compliance, series 66, ESOP, Plan Exam, Investments, Retirement
Education
The American College 2007 — 2008
Financial Planning
The College for Financial Planning 2006 — 2007
CRPS, Retirement Plan Design
Cleveland State University 1991 — 1994
Shaker Heights High School 1984 — 1989
The American College
Financial Planning Process and Environment, Financial Planning and Services
The American College
Fundamentals of Insurance Planning, Financial Planning and Services
Cleveland Institute of Art
Plan Partners, LLC October 2013 - Present
Fintegra November 2009 - October 2013
Merrill Lynch January 2006 - November 2009
McDonald Financial Group September 2004 - January 2006
Vista Financial Group/Flagship Administration 2002 - 2004
MMP Solon 1996 - 2003
Skills
Workplace Retirement..., 401k, 403 b, Retirement Plan..., Investment Advisory, Due Diligence, Pensions, Executive Benefit..., 404 Compliance, Compliance, series 66, ESOP, Plan Exam, Investments, Retirement
Education
The American College 2007 — 2008
Financial Planning
The College for Financial Planning 2006 — 2007
CRPS, Retirement Plan Design
Cleveland State University 1991 — 1994
Shaker Heights High School 1984 — 1989
The American College
Financial Planning Process and Environment, Financial Planning and Services
The American College
Fundamentals of Insurance Planning, Financial Planning and Services
Cleveland Institute of Art
Caroline Potter's Merrill Lynch Experience May 2013 - August 2013
Job Marketing Major at Clemson University and Graphic Designer at Clemson Football
Industry Marketing and Advertising
Experience
Clemson Football May 2015 - Present
Tennessee Smokies Baseball March 2014 - August 2014
Alpha Delta Pi Sorority December 2012 - December 2013
Merrill Lynch May 2013 - August 2013
Skills
Creativity, Organization, Sports Marketing, Intercollegiate..., Graphic Design, Writing, Time Management, Logo Design, Sports, Marketing, InDesign, Photoshop, Illustrator, Social Media Marketing, Cheerleading, Microsoft Office, Leadership, Web Design, Advertising, Public Speaking, Microsoft Word, Event Planning, Customer Service, Social Media
Education
Clemson University - College of Business and Behavioral Science 2012 — 2016
Marketing
Morristown-Hamblen High School West 2008 — 2012
High School, 4.33 Weighted GPA
Clemson Football May 2015 - Present
Tennessee Smokies Baseball March 2014 - August 2014
Alpha Delta Pi Sorority December 2012 - December 2013
Merrill Lynch May 2013 - August 2013
Skills
Creativity, Organization, Sports Marketing, Intercollegiate..., Graphic Design, Writing, Time Management, Logo Design, Sports, Marketing, InDesign, Photoshop, Illustrator, Social Media Marketing, Cheerleading, Microsoft Office, Leadership, Web Design, Advertising, Public Speaking, Microsoft Word, Event Planning, Customer Service, Social Media
Education
Clemson University - College of Business and Behavioral Science 2012 — 2016
Marketing
Morristown-Hamblen High School West 2008 — 2012
High School, 4.33 Weighted GPA
Christina Barone Christina Barone's Merrill Lynch Experience February 2008 - February 2009
Job RN BSN and Attorney
Industry Hospital & Health Care
Experience
Mercy Health (formerly Catholic Health Partners) June 2013 - Present
Crothall Healthcare 2010 - Present
PNC March 2009 - June 2010
Christina M. Barone, Esq February 2009 - March 2009
Merrill Lynch February 2008 - February 2009
Cafaro Company July 2004 - February 2008
Portage County Prosecutor's Office February 2001 - July 2004
Skills
Healthcare, Healthcare Management, Hospitals, Leadership, Nursing, CPR Certified, Medical Terminology
Education
Youngstown State University 2010 — 2013
Bachelor of Science in Nursing, Registered Nursing/Registered Nurse
Cleveland State University - Cleveland-Marshall College of Law 1998 — 2000
Doctor of Law (J.D.), Law
Youngstown State University 1985 — 1996
Bachelor of Arts (B.A.), Philosophy
Mercy Health (formerly Catholic Health Partners) June 2013 - Present
Crothall Healthcare 2010 - Present
PNC March 2009 - June 2010
Christina M. Barone, Esq February 2009 - March 2009
Merrill Lynch February 2008 - February 2009
Cafaro Company July 2004 - February 2008
Portage County Prosecutor's Office February 2001 - July 2004
Skills
Healthcare, Healthcare Management, Hospitals, Leadership, Nursing, CPR Certified, Medical Terminology
Education
Youngstown State University 2010 — 2013
Bachelor of Science in Nursing, Registered Nursing/Registered Nurse
Cleveland State University - Cleveland-Marshall College of Law 1998 — 2000
Doctor of Law (J.D.), Law
Youngstown State University 1985 — 1996
Bachelor of Arts (B.A.), Philosophy
Andrew Harvilla's Merrill Lynch Experience January 2015 - Present
Job Senior Register Phone Representative at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch July 2014 - January 2015
Merrill Lynch September 2013 - July 2014
Sun Splash Jewelry May 2010 - October 2012
MetLife June 2011 - August 2011
Rider University March 2008 - September 2008
Skills
Social Media Marketing, Leadership, Marketing, Customer Satisfaction, Facebook, Strategic Planning, Ethical Decision Making, Teamwork, Integrity, Microsoft Excel, Strategic Data Analysis, Interpersonal Skill, Analytical Skills, Managerial Finance, Event Planning, Customer Service, Time Management, Project Management, Klout, Competitive Analysis, Oral & Written..., Human Resources, Financial Accounting, Quality Management, Information Systems..., Decision Analysis, HTML scripting, Adobe Creative Suite, Leadership Development, Goal Oriented, Management, Dropbox, Graphic Design, Microsoft Office, Finance, Business Strategy, Employee Stock Options, 401k, Retirement Benefits, Sales
Education
Coastal Carolina University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General, Major GPA 3.65
Merrill Lynch January 2015 - Present
Merrill Lynch July 2014 - January 2015
Merrill Lynch September 2013 - July 2014
Sun Splash Jewelry May 2010 - October 2012
MetLife June 2011 - August 2011
Rider University March 2008 - September 2008
Skills
Social Media Marketing, Leadership, Marketing, Customer Satisfaction, Facebook, Strategic Planning, Ethical Decision Making, Teamwork, Integrity, Microsoft Excel, Strategic Data Analysis, Interpersonal Skill, Analytical Skills, Managerial Finance, Event Planning, Customer Service, Time Management, Project Management, Klout, Competitive Analysis, Oral & Written..., Human Resources, Financial Accounting, Quality Management, Information Systems..., Decision Analysis, HTML scripting, Adobe Creative Suite, Leadership Development, Goal Oriented, Management, Dropbox, Graphic Design, Microsoft Office, Finance, Business Strategy, Employee Stock Options, 401k, Retirement Benefits, Sales
Education
Coastal Carolina University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General, Major GPA 3.65
Mac Kowaleski Mac Kowaleski's Merrill Lynch Experience 2011 - 2012
Job at Granger Owings
Industry Financial Services
Experience
Entrepreneurs' Organization February 2015 - Present
Granger Owings April 2014 - Present
Young Entrepreneur January 2014 - March 2014
Merrill Lynch 2011 - 2012
Merrill Lynch 2011 - 2012
Professional Party Rentals May 2011 - September 2011
GNC January 2008 - December 2009
Skills
Social Media Marketing, Advertising, Online Advertising, Social Networking, Marketing, Entrepreneurship, Social Media, Marketing Communications, Marketing Strategy, Digital Marketing, Online Marketing, Public Relations, Retail, Sales, Management
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Retail Management
Coastal Carolina University 2010 — 2012
Finance, General
Entrepreneurs' Organization February 2015 - Present
Granger Owings April 2014 - Present
Young Entrepreneur January 2014 - March 2014
Merrill Lynch 2011 - 2012
Merrill Lynch 2011 - 2012
Professional Party Rentals May 2011 - September 2011
GNC January 2008 - December 2009
Skills
Social Media Marketing, Advertising, Online Advertising, Social Networking, Marketing, Entrepreneurship, Social Media, Marketing Communications, Marketing Strategy, Digital Marketing, Online Marketing, Public Relations, Retail, Sales, Management
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Retail Management
Coastal Carolina University 2010 — 2012
Finance, General
Andrew Hanson Andrew Hanson's Merrill Lynch Experience September 1991 - December 2008
Job Managing Director at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley August 2011 - Present
Bank of America Merrill Lynch January 2009 - August 2011
Merrill Lynch September 1991 - December 2008
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
Master of Business Administration (MBA)
Cornell Law School 1983 — 1987
Doctor of Law (JD)
Colby College 1979 — 1983
Bachelor of Arts (B.A.)
Morgan Stanley August 2011 - Present
Bank of America Merrill Lynch January 2009 - August 2011
Merrill Lynch September 1991 - December 2008
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
Master of Business Administration (MBA)
Cornell Law School 1983 — 1987
Doctor of Law (JD)
Colby College 1979 — 1983
Bachelor of Arts (B.A.)
Colin Anderson Colin Anderson's Merrill Lynch Experience March 2005 - June 2006
Job Vantage Financial Group, Inc.
Industry Financial Services
Experience
Vantage Financial Group, Inc. November 2009 - Present
Blue Mountain Race Team December 2004 - Present
GF Pension Corp July 2006 - November 2009
Merrill Lynch March 2005 - June 2006
The Bank of New York March 2004 - March 2005
Verizon Avenue 2002 - 2002
Skills
Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., Securities, Qualified Retirement..., Investments, 401k, Wealth Management, Series 7, Pensions, Disability Insurance, Employee Benefits, Asset Allocation, Series 65, Insurance, Financial Analysis, Series 63, Asset Management, Estate Planning, Strategic Planning, Finance, Investment Advisory, FINRA, Uniform Combined State..., Series 6, Financial Advisory, Investment Strategies, Life Insurance, Retirement Plan..., Alternative Investments
Education
Colby-Sawyer College 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
Bethlehem Catholic High School 1995 — 1999
Vantage Financial Group, Inc. November 2009 - Present
Blue Mountain Race Team December 2004 - Present
GF Pension Corp July 2006 - November 2009
Merrill Lynch March 2005 - June 2006
The Bank of New York March 2004 - March 2005
Verizon Avenue 2002 - 2002
Skills
Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., Securities, Qualified Retirement..., Investments, 401k, Wealth Management, Series 7, Pensions, Disability Insurance, Employee Benefits, Asset Allocation, Series 65, Insurance, Financial Analysis, Series 63, Asset Management, Estate Planning, Strategic Planning, Finance, Investment Advisory, FINRA, Uniform Combined State..., Series 6, Financial Advisory, Investment Strategies, Life Insurance, Retirement Plan..., Alternative Investments
Education
Colby-Sawyer College 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
Bethlehem Catholic High School 1995 — 1999
Miriam Roldan Miriam Roldan's Merrill Lynch Experience March 2013 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2013 - Present
Skills
Banking, Commercial Banking, Cross Selling
Education
Coastal Carolina University
Bachelor's degree, Finance and Financial Management Services
Coastal Carolina University
Merrill Lynch March 2013 - Present
Skills
Banking, Commercial Banking, Cross Selling
Education
Coastal Carolina University
Bachelor's degree, Finance and Financial Management Services
Coastal Carolina University
Wendy Kouvaras, AIF® Wendy Kouvaras, AIF®'s Merrill Lynch Experience 2007 - 2010
Job President, ETHIX Financial Group
Industry Financial Services
Experience
ETHIX Financial Group May 2014 - Present
The Allen Thomas Group June 2013 - May 2014
Rehmann Financial / Pension Builders & Consultants March 2010 - May 2013
Merrill Lynch 2007 - 2010
The Club at Key Center July 1999 - December 2007
Education
Cleveland State University 1995 — 1997
M.Ed, Exercise Physiology
Ohio University 1992 — 1995
Bachelor Degree in Exercise Science, Kinesiology and Exercise Science
Mentor High School
ETHIX Financial Group May 2014 - Present
The Allen Thomas Group June 2013 - May 2014
Rehmann Financial / Pension Builders & Consultants March 2010 - May 2013
Merrill Lynch 2007 - 2010
The Club at Key Center July 1999 - December 2007
Education
Cleveland State University 1995 — 1997
M.Ed, Exercise Physiology
Ohio University 1992 — 1995
Bachelor Degree in Exercise Science, Kinesiology and Exercise Science
Mentor High School
Kevin Stacey, MBA Kevin Stacey, MBA's Merrill Lynch Experience September 2007 - January 2008
Job Manager, Category Management at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade June 2015 - Present
DigitasLBi June 2014 - May 2015
DigitasLBi September 2010 - June 2014
DigitasLBi March 2009 - September 2010
DigitasLBi February 2008 - March 2009
Merrill Lynch September 2007 - January 2008
Skills
Budgets, Financial Analysis, Forecasting, Marketing, Financial Modeling, Microsoft Excel, Financial Reporting, Revenue Recognition, Microsoft Office, PowerPoint, Training, Outlook, Lotus Notes, Social Media Marketing, General Ledger, Project Management, Business Objects, Excel, Lawson General Ledger, Risk Assessment, Mentoring, Problem Solving, Partnering, Accounts Receivable, Budgeting, SAP Business Objects, think-cell, Oracle, Concur
Education
Cleveland State University
MBA
University of Dayton 2002 — 2006
BA, Finance
TD Ameritrade June 2015 - Present
DigitasLBi June 2014 - May 2015
DigitasLBi September 2010 - June 2014
DigitasLBi March 2009 - September 2010
DigitasLBi February 2008 - March 2009
Merrill Lynch September 2007 - January 2008
Skills
Budgets, Financial Analysis, Forecasting, Marketing, Financial Modeling, Microsoft Excel, Financial Reporting, Revenue Recognition, Microsoft Office, PowerPoint, Training, Outlook, Lotus Notes, Social Media Marketing, General Ledger, Project Management, Business Objects, Excel, Lawson General Ledger, Risk Assessment, Mentoring, Problem Solving, Partnering, Accounts Receivable, Budgeting, SAP Business Objects, think-cell, Oracle, Concur
Education
Cleveland State University
MBA
University of Dayton 2002 — 2006
BA, Finance
Bo Denniston Bo Denniston's Merrill Lynch Experience 2011 - 2012
Job CoFounder/Director of Client Services at ChannelPoint Research
Industry Financial Services
Experience
ChannelPoint Research January 2014 - Present
demandDrive 2012 - 2014
Merrill Lynch 2011 - 2012
Quincy Public Schools 2008 - 2011
Ferguson Enterprises, Inc 2006 - 2008
Skills
Business Development, Sales, Account Management, Management, Operations Management, Training, Salesforce.com, Direct Sales, Lead Generation, Social Media, Team Building, Analysis, Teamwork, Marketing, Financial Research, Market Research, Channel Checking, Distribution Center...
Education
Clemson University - College of Business and Behavioral Science 2000 — 2004
BS, Marketing/Minor in Communications
ChannelPoint Research January 2014 - Present
demandDrive 2012 - 2014
Merrill Lynch 2011 - 2012
Quincy Public Schools 2008 - 2011
Ferguson Enterprises, Inc 2006 - 2008
Skills
Business Development, Sales, Account Management, Management, Operations Management, Training, Salesforce.com, Direct Sales, Lead Generation, Social Media, Team Building, Analysis, Teamwork, Marketing, Financial Research, Market Research, Channel Checking, Distribution Center...
Education
Clemson University - College of Business and Behavioral Science 2000 — 2004
BS, Marketing/Minor in Communications
Michael Greenfield's Merrill Lynch Experience February 2013 - August 2013
Job Sr IT Business Analyst / Developer at Cox Enterprises
Industry Financial Services
Experience
Cox Enterprises June 2015 - Present
Cox Enterprises August 2013 - Present
Cox Enterprises August 2013 - May 2015
Merrill Lynch February 2013 - August 2013
Teach For America May 2012 - February 2013
Skills
Microsoft Office, PowerPoint, Leadership, Microsoft Excel, Social Networking, Training, Microsoft Word, Social Media, Public Speaking, Customer Service, Teamwork, HTML Scripting, HTML5, JavaScript, Business Process..., Business Process Design, Business Process Mapping, Business Process..., ITIL Process
Education
The University of Georgia 2009 — 2012
Bachelor of Arts (B.A.), History
Clemson University - College of Business and Behavioral Science 2007 — 2009
Transferred to University of Georgia, Finance/Accounting
Cox Enterprises June 2015 - Present
Cox Enterprises August 2013 - Present
Cox Enterprises August 2013 - May 2015
Merrill Lynch February 2013 - August 2013
Teach For America May 2012 - February 2013
Skills
Microsoft Office, PowerPoint, Leadership, Microsoft Excel, Social Networking, Training, Microsoft Word, Social Media, Public Speaking, Customer Service, Teamwork, HTML Scripting, HTML5, JavaScript, Business Process..., Business Process Design, Business Process Mapping, Business Process..., ITIL Process
Education
The University of Georgia 2009 — 2012
Bachelor of Arts (B.A.), History
Clemson University - College of Business and Behavioral Science 2007 — 2009
Transferred to University of Georgia, Finance/Accounting
Raymond J. Forbes Raymond J. Forbes's Merrill Lynch Experience April 1985 - August 1986
Job Owner, E.H. Smith Jacobs & Co.,Inc.
Industry Financial Services
Experience
E.H. Smith Jacobs & Co., Inc. September 1986 - Present
Merrill Lynch April 1985 - August 1986
Jefferies & Company September 1984 - March 1985
SMBC Nikko Securities Inc. November 1983 - July 1984
Education
Colby College 1980 — 1983
BA, Japanese
Peddie School 1976 — 1978
Poly Prep 1970 — 1976
E.H. Smith Jacobs & Co., Inc. September 1986 - Present
Merrill Lynch April 1985 - August 1986
Jefferies & Company September 1984 - March 1985
SMBC Nikko Securities Inc. November 1983 - July 1984
Education
Colby College 1980 — 1983
BA, Japanese
Peddie School 1976 — 1978
Poly Prep 1970 — 1976
Natalie Roy's Merrill Lynch Experience May 2013 - August 2013
Job Intern at District Attorney's Office in Augusta, ME
Industry International Affairs
Experience
Merrill Lynch May 2013 - August 2013
Opa June 2011 - July 2011
Skills
Spanish, Microsoft Office, Microsoft Word, Microsoft Excel, Facebook, PowerPoint, Creative Writing, Social Networking
Education
Colby College 2012 — 2016
Menlo School 2008 — 2012
Merrill Lynch May 2013 - August 2013
Opa June 2011 - July 2011
Skills
Spanish, Microsoft Office, Microsoft Word, Microsoft Excel, Facebook, PowerPoint, Creative Writing, Social Networking
Education
Colby College 2012 — 2016
Menlo School 2008 — 2012
Ellen Greene Ellen Greene's Merrill Lynch Experience September 1986 - January 1988
Job Capital markets advocacy for market structure and regulatory reform
Industry Financial Services
Experience
SIFMA August 2012 - Present
NASDAQ OMX January 1999 - May 2012
American Stock Exchange May 1994 - January 1999
The Wadsworth Company October 1990 - December 1993
Merrill Lynch September 1986 - January 1988
Skills
Electronic Trading, Options, Equity Trading, Financial Markets, ETFs, Trading Systems, Investment Banking, Capital Markets, Securities, Financial Services, Trading, Series 7, Derivatives, FINRA, Structured Products, Hedge Funds, Fixed Income, Bloomberg, Equity Derivatives, Market Structure, Market Data, Market Making, Banking, Trading Strategies, Alternative Investments, Middle Office, FX Options, Bonds
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
MBA, Economics
Colby College 1982 — 1986
BA, Government
Friends Academy 1975 — 1982
SIFMA August 2012 - Present
NASDAQ OMX January 1999 - May 2012
American Stock Exchange May 1994 - January 1999
The Wadsworth Company October 1990 - December 1993
Merrill Lynch September 1986 - January 1988
Skills
Electronic Trading, Options, Equity Trading, Financial Markets, ETFs, Trading Systems, Investment Banking, Capital Markets, Securities, Financial Services, Trading, Series 7, Derivatives, FINRA, Structured Products, Hedge Funds, Fixed Income, Bloomberg, Equity Derivatives, Market Structure, Market Data, Market Making, Banking, Trading Strategies, Alternative Investments, Middle Office, FX Options, Bonds
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
MBA, Economics
Colby College 1982 — 1986
BA, Government
Friends Academy 1975 — 1982
Matina Shahed Matina Shahed's Merrill Lynch Experience February 2014 - Present
Job HTML, CSS, Javascript, SharePoint, Adobe
Industry Information Technology and Services
Experience
Merrill Lynch February 2014 - Present
Novartis October 2013 - December 2013
Merck March 2013 - September 2013
Pharmica Consulting LLC March 2012 - September 2012
Merrill Lynch April 2011 - March 2012
Johnson & Johnson August 2010 - August 2011
Princeton University February 2010 - February 2010
Bristol-Myers Squibb August 2009 - November 2009
Johnson & Johnson June 2007 - January 2009
Robert Wood Johnson Foundation September 2004 - October 2006
Skills
SharePoint 2007, SharePoint 2010, HTML, CSS, Dreamweaver, InfoPath Forms, SharePoint, Javascript, Adobe Photoshop, Photoshop, JavaScript, Web Development, CMS, Flash
Education
Cleveland State University 1993 — 1996
Business
ITM Institute
Merrill Lynch February 2014 - Present
Novartis October 2013 - December 2013
Merck March 2013 - September 2013
Pharmica Consulting LLC March 2012 - September 2012
Merrill Lynch April 2011 - March 2012
Johnson & Johnson August 2010 - August 2011
Princeton University February 2010 - February 2010
Bristol-Myers Squibb August 2009 - November 2009
Johnson & Johnson June 2007 - January 2009
Robert Wood Johnson Foundation September 2004 - October 2006
Skills
SharePoint 2007, SharePoint 2010, HTML, CSS, Dreamweaver, InfoPath Forms, SharePoint, Javascript, Adobe Photoshop, Photoshop, JavaScript, Web Development, CMS, Flash
Education
Cleveland State University 1993 — 1996
Business
ITM Institute
Jeanne Boutton Jeanne Boutton's Merrill Lynch Experience 1987 - 1989
Job VP Sales at IPRO Business Systems
Industry Financial Services
Experience
IPRO Business Systems May 2012 - October 2013
FinTrack Systems Inc. 2009 - 2011
Thomson Financial 2002 - 2008
FINTRACK SYSTEMS CORP., 2001 - 2002
MONEYLINE NETWORK INC. 1999 - 2001
Bloomberg 1990 - 1999
Merrill Lynch 1987 - 1989
Skills
Equities, Fixed Income, Business Development, Market Data, Trading, Consulting, Product Management, Financial Markets, Financial Services, Lead Generation, Sales, Relationship Management, Analytics, Portfolio Management, Sales Operations, Sales Process, Selling, Leadership, New Business Development, Management, CRM, Direct Sales, Strategic Partnerships, Product Development, Analysis, Salesforce.com, Strategy, Banking, Electronic Trading, Start-ups, SaaS, Integrated Marketing, Customer Retention, Account Management, Strategic Planning, Solution Selling, Negotiation
Education
Cleveland State University
MBA, Finance
The Ohio State University
BBA, Finance/Accounting
IPRO Business Systems May 2012 - October 2013
FinTrack Systems Inc. 2009 - 2011
Thomson Financial 2002 - 2008
FINTRACK SYSTEMS CORP., 2001 - 2002
MONEYLINE NETWORK INC. 1999 - 2001
Bloomberg 1990 - 1999
Merrill Lynch 1987 - 1989
Skills
Equities, Fixed Income, Business Development, Market Data, Trading, Consulting, Product Management, Financial Markets, Financial Services, Lead Generation, Sales, Relationship Management, Analytics, Portfolio Management, Sales Operations, Sales Process, Selling, Leadership, New Business Development, Management, CRM, Direct Sales, Strategic Partnerships, Product Development, Analysis, Salesforce.com, Strategy, Banking, Electronic Trading, Start-ups, SaaS, Integrated Marketing, Customer Retention, Account Management, Strategic Planning, Solution Selling, Negotiation
Education
Cleveland State University
MBA, Finance
The Ohio State University
BBA, Finance/Accounting
Jeff Neville Jeff Neville's Merrill Lynch Experience June 1985 - November 2011
Job Portfolio Manager at ZWJ Investment Counsel
Industry Financial Services
Experience
ZWJ Investment Counsel April 2012 - Present
Merrill Lynch June 1985 - November 2011
Skills
Series 7, Capital Markets, Fixed Income, Financial Markets, Investments, Securities, Wealth Management, Equities
Education
Duke University - Fuqua School of Business 1983 — 1985
Colby College 1977 — 1981
ZWJ Investment Counsel April 2012 - Present
Merrill Lynch June 1985 - November 2011
Skills
Series 7, Capital Markets, Fixed Income, Financial Markets, Investments, Securities, Wealth Management, Equities
Education
Duke University - Fuqua School of Business 1983 — 1985
Colby College 1977 — 1981
Adam Creighton Adam Creighton's Merrill Lynch Experience July 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2012 - Present
Hamilton Point Investment Advisors September 2007 - January 2012
Regal Securities June 2005 - July 2007
Skills
Series 7, Securities, Series 63, Risk Management, Investments, Portfolio Management, Financial Analysis, Finance, Asset Managment, Mutual Funds, Asset Management, Hedge Funds, Alternative Investments, Retirement Planning
Education
Coastal Carolina University 2001 — 2005
BS, Finance
Traverse City Central High School
Merrill Lynch July 2012 - Present
Hamilton Point Investment Advisors September 2007 - January 2012
Regal Securities June 2005 - July 2007
Skills
Series 7, Securities, Series 63, Risk Management, Investments, Portfolio Management, Financial Analysis, Finance, Asset Managment, Mutual Funds, Asset Management, Hedge Funds, Alternative Investments, Retirement Planning
Education
Coastal Carolina University 2001 — 2005
BS, Finance
Traverse City Central High School
Selma Blair Selma Blair's Merrill Lynch Experience March 2011 - Present
Job Financial Advisor Trainee at Merrill Lynch
Industry Banking
Experience
Merrill Lynch March 2011 - Present
M&T Bank November 2010 - February 2011
Education
Coastal Carolina University
Bussiness Administration, Accounting & Finance
Merrill Lynch March 2011 - Present
M&T Bank November 2010 - February 2011
Education
Coastal Carolina University
Bussiness Administration, Accounting & Finance
Randall Estok Randall Estok's Merrill Lynch Experience October 2003 - July 2006
Job Financial Analyst
Industry Financial Services
Experience
Dun & Bradstreet 2010 - 2013
Philips Lighting 2009 - 2010
MetLife January 2009 - March 2009
BlackRock August 2007 - August 2008
BlackRock July 2006 - August 2007
Merrill Lynch October 2003 - July 2006
Merrill Lynch May 2003 - October 2003
Skills
Financial Analysis, Forecasting, Process Improvement, Cross-functional Team..., Account Reconciliation, Management, Finance, Sales, Microsoft Excel, Analysis, Business Analysis, Customer Service, Financial Reporting, Project Planning, Budgets, Securities Lending, Sales Operations
Education
Coastal Carolina University
Bachelors, Finance
Dun & Bradstreet 2010 - 2013
Philips Lighting 2009 - 2010
MetLife January 2009 - March 2009
BlackRock August 2007 - August 2008
BlackRock July 2006 - August 2007
Merrill Lynch October 2003 - July 2006
Merrill Lynch May 2003 - October 2003
Skills
Financial Analysis, Forecasting, Process Improvement, Cross-functional Team..., Account Reconciliation, Management, Finance, Sales, Microsoft Excel, Analysis, Business Analysis, Customer Service, Financial Reporting, Project Planning, Budgets, Securities Lending, Sales Operations
Education
Coastal Carolina University
Bachelors, Finance
Ryan Goldsmith, MBA, CFA's Merrill Lynch Experience June 2006 - August 2006
Job MBA Graduate seeking position in Investment Management/Financial Analysis
Industry Investment Management
Experience
Cross Keys Capital, LLC June 2013 - August 2013
Cassel Salpeter & Co, LLC January 2012 - May 2013
The Palmetto Bank March 2009 - July 2011
The Palmetto Bank July 2007 - February 2009
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Credit Analysis, Banking, Financial Modeling, Investments, Corporate Finance, Commercial Banking, Credit Risk, Valuation, Credit, Portfolio Management, Mergers & Acquisitions, Investment Banking, Risk Management, Loans, Fixed Income, Finance, Treasury Management, Retail Banking, Bloomberg, Equities, Analysis, Due Diligence, Consumer Lending, Business Valuation, Private Equity
Education
University of Miami 2011 — 2013
Master of Business Administration, Finance, Mergers and Acquisitions
The South Carolina Banker's School 2009 — 2011
Diploma, Banking and Finance
Clemson University - College of Business and Behavioral Science 2003 — 2007
Bachelor of Science, Financial Management
Cross Keys Capital, LLC June 2013 - August 2013
Cassel Salpeter & Co, LLC January 2012 - May 2013
The Palmetto Bank March 2009 - July 2011
The Palmetto Bank July 2007 - February 2009
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Credit Analysis, Banking, Financial Modeling, Investments, Corporate Finance, Commercial Banking, Credit Risk, Valuation, Credit, Portfolio Management, Mergers & Acquisitions, Investment Banking, Risk Management, Loans, Fixed Income, Finance, Treasury Management, Retail Banking, Bloomberg, Equities, Analysis, Due Diligence, Consumer Lending, Business Valuation, Private Equity
Education
University of Miami 2011 — 2013
Master of Business Administration, Finance, Mergers and Acquisitions
The South Carolina Banker's School 2009 — 2011
Diploma, Banking and Finance
Clemson University - College of Business and Behavioral Science 2003 — 2007
Bachelor of Science, Financial Management
Patrick Kilts Patrick Kilts's Merrill Lynch Experience 1992 - 1996
Job CFO
Industry Financial Services
Experience
EarthAnatomy 2015 - Present
Constant Aviation 2013 - 2015
CFM Group 2008 - 2013
Bank of America 2007 - 2008
KeyBank 2003 - 2007
Charles Schwab 2001 - 2003
Charles Schwab 1999 - 2001
AIG/Sunamerica Securities 1997 - 1999
Merrill Lynch 1992 - 1996
Skills
Corporate Finance, Capital Markets, Investments, Research, Marketing Strategy, Strategic Planning, Industry Analysis, New Business Development, Talent Acquisition, Quantitative Analysis, Cost Management, Quantitative Analytics, Competitive Analysis, Financial Services, Management, Strategy, Finance, Analysis, Business Analysis, Business Development, Cash Management, Commercial Banking, Equities, Executive Management, Management Consulting, Private Equity, Wealth Management, Mergers & Acquisitions
Education
Cleveland State University
MBA
Cleveland State University
Bachelor of Business Administration (B.B.A.)
EarthAnatomy 2015 - Present
Constant Aviation 2013 - 2015
CFM Group 2008 - 2013
Bank of America 2007 - 2008
KeyBank 2003 - 2007
Charles Schwab 2001 - 2003
Charles Schwab 1999 - 2001
AIG/Sunamerica Securities 1997 - 1999
Merrill Lynch 1992 - 1996
Skills
Corporate Finance, Capital Markets, Investments, Research, Marketing Strategy, Strategic Planning, Industry Analysis, New Business Development, Talent Acquisition, Quantitative Analysis, Cost Management, Quantitative Analytics, Competitive Analysis, Financial Services, Management, Strategy, Finance, Analysis, Business Analysis, Business Development, Cash Management, Commercial Banking, Equities, Executive Management, Management Consulting, Private Equity, Wealth Management, Mergers & Acquisitions
Education
Cleveland State University
MBA
Cleveland State University
Bachelor of Business Administration (B.B.A.)
Josephine Trotta Josephine Trotta's Merrill Lynch Experience March 2001 - November 2004
Job Wealth Management Advisor
Industry Investment Management
Experience
TIAA-CREF August 2011 - May 2015
Stratos Wealth Partners May 2009 - July 2011
UBS Wealth Management November 2004 - April 2009
Merrill Lynch March 2001 - November 2004
Key Bank June 1996 - February 2001
US Bank (Star Bank) 1993 - 1996
US Bank (Star Bank) 1990 - 1993
Key Bank (Society National Bank) 1985 - 1990
Skills
New Business Development, Portfolio Management, Private Banking, Trust Services, Investment Management, Leadership, Sales Management, Finance, Investments, Retirement Planning, Series 7, Wealth, Wealth Management
Education
Northwestern University 1994 — 1998
National Graduate Trust School I & II
John Carroll University 1987 — 1991
MBA, Finance, Marketing
Cleveland State University 1980 — 1986
Bachelor in Business Administration, Finance, Marketing
TIAA-CREF August 2011 - May 2015
Stratos Wealth Partners May 2009 - July 2011
UBS Wealth Management November 2004 - April 2009
Merrill Lynch March 2001 - November 2004
Key Bank June 1996 - February 2001
US Bank (Star Bank) 1993 - 1996
US Bank (Star Bank) 1990 - 1993
Key Bank (Society National Bank) 1985 - 1990
Skills
New Business Development, Portfolio Management, Private Banking, Trust Services, Investment Management, Leadership, Sales Management, Finance, Investments, Retirement Planning, Series 7, Wealth, Wealth Management
Education
Northwestern University 1994 — 1998
National Graduate Trust School I & II
John Carroll University 1987 — 1991
MBA, Finance, Marketing
Cleveland State University 1980 — 1986
Bachelor in Business Administration, Finance, Marketing
Meghan Piro Meghan Piro's Merrill Lynch Experience May 2009 - June 2015
Job Client Relations and Business Development
Industry Financial Services
Experience
Merrill Lynch May 2009 - June 2015
Cleveland State University January 2015 - May 2015
Merrill Lynch May 2008 - August 2008
Skills
Wealth Management..., Personal Finance, Client Relations, Business Development
Education
Cleveland State University 2012 — 2015
Bachelor’s Degree, Business Marketing
Merrill Lynch May 2009 - June 2015
Cleveland State University January 2015 - May 2015
Merrill Lynch May 2008 - August 2008
Skills
Wealth Management..., Personal Finance, Client Relations, Business Development
Education
Cleveland State University 2012 — 2015
Bachelor’s Degree, Business Marketing
Christie Keller Girondin Christie Keller Girondin's Merrill Lynch Experience September 2007 - September 2008
Job French & Public Speaking Teacher
Industry Primary/Secondary Education
Experience
The Woods Charter School August 2015 - Present
IAU College August 2013 - September 2014
Ministère de l'Éducation Nationale September 2011 - May 2012
Sarah Hall Productions Inc. June 2009 - August 2009
Merrill Lynch September 2007 - September 2008
Skills
Dreamweaver, Final Cut Pro, InDesign, Photoshop, PowerPoint, Illustrator, Microsoft Word, Microsoft Excel, Microsoft Office, Cision, Flash, Facebook, Social Media, Wordpress, Fundraising, Public Speaking, Press Releases, Social Media Marketing, Editing, Spanish, French, Translation, Public Relations, Writing, Research, Event Planning, Social Networking, Photography
Education
Universite d'Aix-Marseille I 2012 — 2013
Licence en Lettres Modernes avec un parcours en FLE, French Literature & Lingustics
Elon University 2007 — 2011
Bachelor of Arts (B.A.), Strategic Communications
Coastal Carolina University 2007 — 2008
The Woods Charter School August 2015 - Present
IAU College August 2013 - September 2014
Ministère de l'Éducation Nationale September 2011 - May 2012
Sarah Hall Productions Inc. June 2009 - August 2009
Merrill Lynch September 2007 - September 2008
Skills
Dreamweaver, Final Cut Pro, InDesign, Photoshop, PowerPoint, Illustrator, Microsoft Word, Microsoft Excel, Microsoft Office, Cision, Flash, Facebook, Social Media, Wordpress, Fundraising, Public Speaking, Press Releases, Social Media Marketing, Editing, Spanish, French, Translation, Public Relations, Writing, Research, Event Planning, Social Networking, Photography
Education
Universite d'Aix-Marseille I 2012 — 2013
Licence en Lettres Modernes avec un parcours en FLE, French Literature & Lingustics
Elon University 2007 — 2011
Bachelor of Arts (B.A.), Strategic Communications
Coastal Carolina University 2007 — 2008
Cameron Morton's Merrill Lynch Experience 2010 - 2013
Job Seeking Employment in Medical Device Sales
Industry Medical Devices
Experience
Morgan Stanley 2013 - 2014
Merrill Lynch 2010 - 2013
The Westin Fort Lauderdale Beach Resort 2009 - 2010
CompUSA 2005 - 2008
Rosemont Country Club 2003 - 2006
Skills
Sales, Medical Education, Psychology, Financial Planning, Healthcare, Human Anatomy, Human Physiology, Hospitals, Sales Effectiveness, Product Marketing, Medical-Surgical, Retirement Planning, Estate Planning, Stock Market, Risk Analysis, Cold Calling, Presentation Skills, Computer Proficiency, Computer Hardware, Electronics, Occupational Psychology, Cognitive Psychology, Social Psychology, Sales Operations, Sales Process, Networking, Marketing, Online Marketing, Social Media, Teamwork, Customer Service, Technical Support, Employee Training, Pharmacology, Physicians, Public Health, Operating Room, Surgery, OB/GYN, Ophthalmology, Intravitreal Injections, Podiatry, Orthopedics, Microsoft Office, Microsoft Excel, Clinical Trials, Hospitality Industry, Event Planning
Education
Cleveland State University 2010 — 2014
Bachelor’s Degree, Health Sciences
Cleveland State University 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Morgan Stanley 2013 - 2014
Merrill Lynch 2010 - 2013
The Westin Fort Lauderdale Beach Resort 2009 - 2010
CompUSA 2005 - 2008
Rosemont Country Club 2003 - 2006
Skills
Sales, Medical Education, Psychology, Financial Planning, Healthcare, Human Anatomy, Human Physiology, Hospitals, Sales Effectiveness, Product Marketing, Medical-Surgical, Retirement Planning, Estate Planning, Stock Market, Risk Analysis, Cold Calling, Presentation Skills, Computer Proficiency, Computer Hardware, Electronics, Occupational Psychology, Cognitive Psychology, Social Psychology, Sales Operations, Sales Process, Networking, Marketing, Online Marketing, Social Media, Teamwork, Customer Service, Technical Support, Employee Training, Pharmacology, Physicians, Public Health, Operating Room, Surgery, OB/GYN, Ophthalmology, Intravitreal Injections, Podiatry, Orthopedics, Microsoft Office, Microsoft Excel, Clinical Trials, Hospitality Industry, Event Planning
Education
Cleveland State University 2010 — 2014
Bachelor’s Degree, Health Sciences
Cleveland State University 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Katie Gregory-Taylor Katie Gregory-Taylor's Merrill Lynch Experience July 2011 - December 2011
Job Chief Finance Director/District Sales Manager at Westside Car Connection Inc.
Industry Financial Services
Experience
Westside Car Connection Inc. January 2012 - Present
Management Leadership for Tomorrow (MLT) July 2010 - Present
PNC October 2011 - February 2014
Merrill Lynch July 2011 - December 2011
PNC Financial Services Group August 2009 - June 2011
Roblu American Dance Company January 2006 - 2011
NYPPEX Private Markets June 2007 - August 2007
Skills
Financial Analysis, Data Analysis, Recruiting, Highly detail oriented, Analytic Thinking, Self-starter, Creative Solutions, Result Oriented, Financial Statement..., Finance, Leadership, Management, PowerPoint, Sourcing
Education
Cleveland State University
Bachelor of Business Administration - Finance (B.B.A.), Business-Finance Major & Spanish-Minor
Westside Car Connection Inc. January 2012 - Present
Management Leadership for Tomorrow (MLT) July 2010 - Present
PNC October 2011 - February 2014
Merrill Lynch July 2011 - December 2011
PNC Financial Services Group August 2009 - June 2011
Roblu American Dance Company January 2006 - 2011
NYPPEX Private Markets June 2007 - August 2007
Skills
Financial Analysis, Data Analysis, Recruiting, Highly detail oriented, Analytic Thinking, Self-starter, Creative Solutions, Result Oriented, Financial Statement..., Finance, Leadership, Management, PowerPoint, Sourcing
Education
Cleveland State University
Bachelor of Business Administration - Finance (B.B.A.), Business-Finance Major & Spanish-Minor
Senthil Natarajan's Merrill Lynch Experience July 2006 - January 2007
Job
Industry Computer Software
Experience
Educational Testing Service November 2007 - Present
Johnson & Johnson January 2007 - November 2007
Merrill Lynch July 2006 - January 2007
Johnson & Johnson July 2005 - June 2006
BASF June 2002 - July 2005
National Football League January 2001 - May 2002
Unilever January 2000 - December 2000
Grainger September 1999 - December 1999
Tata Consultancy Services June 1997 - September 1999
Skills
Software Project..., Data Warehousing, SDLC, Requirements Analysis, Data Modeling, ETL, Business Intelligence, Agile Methodologies, Enterprise Architecture, SOA
Education
Coimbatore Institute of Technology 1993 — 1997
Bachelor of Engineering (B.E.), Electrical and Enectronics Engineering
Educational Testing Service November 2007 - Present
Johnson & Johnson January 2007 - November 2007
Merrill Lynch July 2006 - January 2007
Johnson & Johnson July 2005 - June 2006
BASF June 2002 - July 2005
National Football League January 2001 - May 2002
Unilever January 2000 - December 2000
Grainger September 1999 - December 1999
Tata Consultancy Services June 1997 - September 1999
Skills
Software Project..., Data Warehousing, SDLC, Requirements Analysis, Data Modeling, ETL, Business Intelligence, Agile Methodologies, Enterprise Architecture, SOA
Education
Coimbatore Institute of Technology 1993 — 1997
Bachelor of Engineering (B.E.), Electrical and Enectronics Engineering
Bryan Yuris's Merrill Lynch Experience March 2005 - March 2007
Job Vice President, Customer Marketing at Victoria's Secret
Industry Retail
Experience
Victoria's Secret October 2013 - Present
Victoria's Secret October 2011 - October 2013
Victoria's Secret April 2010 - September 2011
Alliance Data January 2008 - April 2010
Alliance Data Systems March 2007 - January 2008
Merrill Lynch March 2005 - March 2007
Alliance Data Systems March 2001 - March 2005
experience.com, Inc. September 2000 - March 2001
Homepoint.com November 1999 - September 2000
Computer Sciences Corporation December 1997 - November 1999
Education
Ohio University 2002 — 2004
M.B.A.
Cleveland State University 1993 — 1996
J.D.
Morehead State University 1989 — 1993
BA
Victoria's Secret October 2013 - Present
Victoria's Secret October 2011 - October 2013
Victoria's Secret April 2010 - September 2011
Alliance Data January 2008 - April 2010
Alliance Data Systems March 2007 - January 2008
Merrill Lynch March 2005 - March 2007
Alliance Data Systems March 2001 - March 2005
experience.com, Inc. September 2000 - March 2001
Homepoint.com November 1999 - September 2000
Computer Sciences Corporation December 1997 - November 1999
Education
Ohio University 2002 — 2004
M.B.A.
Cleveland State University 1993 — 1996
J.D.
Morehead State University 1989 — 1993
BA
Karsten Siebert's Merrill Lynch Experience July 2013 - Present
Job Practice Management Coach – Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Executive Coach August 2007 - July 2013
Deutsche Bank February 2003 - June 2004
Goldman Sachs February 1996 - January 2003
Skills
Financial Analysis, Financial Control, Product Control, Derivatives, Capital Markets, Series 7, Series 66, Change Management, Executive Coaching, Sarbanes-Oxley Act, Project Management, Business Process..., Team Building, Team Facilitation, Training Facilitation
Education
Universität Osnabrück
MBA, Accounting/Finance
Cleveland State University
M.Ed., Counseling Psychology
Gestalt Institute Cleveland
Certificate, International Gestalt Coaching Program
Merrill Lynch July 2013 - Present
Executive Coach August 2007 - July 2013
Deutsche Bank February 2003 - June 2004
Goldman Sachs February 1996 - January 2003
Skills
Financial Analysis, Financial Control, Product Control, Derivatives, Capital Markets, Series 7, Series 66, Change Management, Executive Coaching, Sarbanes-Oxley Act, Project Management, Business Process..., Team Building, Team Facilitation, Training Facilitation
Education
Universität Osnabrück
MBA, Accounting/Finance
Cleveland State University
M.Ed., Counseling Psychology
Gestalt Institute Cleveland
Certificate, International Gestalt Coaching Program
Veronica Mason's Merrill Lynch Experience September 2001 - February 2004
Job Realtor at William E Wood and Associates Realtors
Industry Real Estate
Experience
Credit Suisse August 2007 - January 2008
Sony Electronics Professional Solutions of America November 2004 - April 2005
Volare Spa March 2004 - October 2004
Merrill Lynch September 2001 - February 2004
Education
University of Maryland University College
Bachelor of Business Administration (B.B.A.), Accounting, 3.5
Coastline Community College
Associate of Science (AS), Human Resources Management and Services
Credit Suisse August 2007 - January 2008
Sony Electronics Professional Solutions of America November 2004 - April 2005
Volare Spa March 2004 - October 2004
Merrill Lynch September 2001 - February 2004
Education
University of Maryland University College
Bachelor of Business Administration (B.B.A.), Accounting, 3.5
Coastline Community College
Associate of Science (AS), Human Resources Management and Services
Edward Hatch's Merrill Lynch Experience October 1987 - June 1989
Job Financial Services Professional
Industry Financial Services
Experience
mediavision capital March 2002 - May 2005
societe generale October 1998 - September 2001
SG Cowen 1998 - 2001
ubs 1991 - 1998
nomura securities June 1989 - July 1991
merrill lynch October 1987 - June 1989
lehman brothers June 1985 - October 1987
new york life ins. investments 1983 - 1985
general reinsurance investments 1982 - 1983
dean witter 1980 - 1982
Skills
Equities, Investments, Investment Banking, Corporate Finance, Private Equity, Valuation, Mergers, Financial Analysis, Equity Valuation, Financial Modeling, Venture Capital, Strategic Planning, Accounting, Business Valuation, IPO, Investor Relations, Hedge Funds, Equity Research, Alternative Investments, Bloomberg
Education
Syracuse University 1977 — 1979
mba, finance, international finance
Colby College 1970 — 1974
BA, Economics
Colby College 1970 — 1974
BA, Economics major Administrative Science minor
lhs 1966 — 1970
college prep courses
mediavision capital March 2002 - May 2005
societe generale October 1998 - September 2001
SG Cowen 1998 - 2001
ubs 1991 - 1998
nomura securities June 1989 - July 1991
merrill lynch October 1987 - June 1989
lehman brothers June 1985 - October 1987
new york life ins. investments 1983 - 1985
general reinsurance investments 1982 - 1983
dean witter 1980 - 1982
Skills
Equities, Investments, Investment Banking, Corporate Finance, Private Equity, Valuation, Mergers, Financial Analysis, Equity Valuation, Financial Modeling, Venture Capital, Strategic Planning, Accounting, Business Valuation, IPO, Investor Relations, Hedge Funds, Equity Research, Alternative Investments, Bloomberg
Education
Syracuse University 1977 — 1979
mba, finance, international finance
Colby College 1970 — 1974
BA, Economics
Colby College 1970 — 1974
BA, Economics major Administrative Science minor
lhs 1966 — 1970
college prep courses
Ari Ghosh's Merrill Lynch Experience 2004 - 2004
Job Equity Research Associate, Asset Managers at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2014 - Present
Evercore Partners 2013 - 2014
RBS Markets & International Banking 2011 - 2013
LEAF Financial Corporation 2005 - 2010
Merrill Lynch 2004 - 2004
ITC Limited 2003 - 2003
Skills
Equity Research, Valuation, Financial Modeling, Capital Markets, Portfolio Management, Structured Finance, Asset Based Lending
Education
Coe College
BA, Economics and Business Administration
La Martiniere For Boys
High School, Business/Commerce, General
Credit Suisse 2014 - Present
Evercore Partners 2013 - 2014
RBS Markets & International Banking 2011 - 2013
LEAF Financial Corporation 2005 - 2010
Merrill Lynch 2004 - 2004
ITC Limited 2003 - 2003
Skills
Equity Research, Valuation, Financial Modeling, Capital Markets, Portfolio Management, Structured Finance, Asset Based Lending
Education
Coe College
BA, Economics and Business Administration
La Martiniere For Boys
High School, Business/Commerce, General
Osei J. Adoma's Merrill Lynch Experience 1987 - 1993
Job Regional Director at H&R Block
Industry Financial Services
Experience
H&R Block 1998 - Present
Fidelity Investment 1993 - 1998
Merrill Lynch 1987 - 1993
Education
Cleveland State University - Cleveland-Marshall College of Law 1977 — 1979
JD
Youngstown State University 1968 — 1973
BA, Political Science
H&R Block 1998 - Present
Fidelity Investment 1993 - 1998
Merrill Lynch 1987 - 1993
Education
Cleveland State University - Cleveland-Marshall College of Law 1977 — 1979
JD
Youngstown State University 1968 — 1973
BA, Political Science
Karthic Chandran's Merrill Lynch Experience 2006 - 2007
Job Senior SharePoint, Sitecore & .Net Consultant at Medical Mutual
Industry Computer Software
Experience
Medical Mutual April 2011 - Present
Western Reserve Systems November 2009 - Present
Great Lakes cheese July 2009 - Present
NineSigma July 2008 - Present
Tek-Sources Inc November 2007 - Present
Parker Hannifin November 2008 - December 2013
onshoremomentum 2009 - 2009
R-Square Inc May 2004 - October 2007
Merrill Lynch 2006 - 2007
Business Software Solutions 2004 - 2006
Skills
SharePoint, Microsoft Office..., ASP.NET, WCF, LINQ, SharePoint Designer, SSIS, Microsoft SQL Server, SharePoint 2010, MOSS 2007, ASP.NET AJAX, Silverlight, SSO, EasyPDF, Telerik ASP.Net..., Workflow Solutions in..., LINQ to SharePoint, Sitecore, Web Trends Analytics, AppFabric, ExactTarget, Responsys Interact, BizTalk, TFS, .NET, Integration, Agile Methodologies, SSRS, Scrum, SDLC
Education
Cleveland State University 2002 — 2004
MCIS, Computer Science
Medical Mutual April 2011 - Present
Western Reserve Systems November 2009 - Present
Great Lakes cheese July 2009 - Present
NineSigma July 2008 - Present
Tek-Sources Inc November 2007 - Present
Parker Hannifin November 2008 - December 2013
onshoremomentum 2009 - 2009
R-Square Inc May 2004 - October 2007
Merrill Lynch 2006 - 2007
Business Software Solutions 2004 - 2006
Skills
SharePoint, Microsoft Office..., ASP.NET, WCF, LINQ, SharePoint Designer, SSIS, Microsoft SQL Server, SharePoint 2010, MOSS 2007, ASP.NET AJAX, Silverlight, SSO, EasyPDF, Telerik ASP.Net..., Workflow Solutions in..., LINQ to SharePoint, Sitecore, Web Trends Analytics, AppFabric, ExactTarget, Responsys Interact, BizTalk, TFS, .NET, Integration, Agile Methodologies, SSRS, Scrum, SDLC
Education
Cleveland State University 2002 — 2004
MCIS, Computer Science
Murray Titterington, CIMA, CFP's Merrill Lynch Experience September 2010 - October 2012
Job Investment Advisor
Industry Financial Services
Experience
Financial Engines October 2013 - January 2014
Merrill Lynch September 2010 - October 2012
UBS Wealth Management October 2007 - September 2010
Morgan Stanley June 2006 - October 2007
McDonald Investments December 1997 - March 2006
Skills
Series 7, Asset Allocation, Investment Advisory, Wealth Management, Mutual Funds, Series 63, Alternative Investments, Asset Managment, Investments, Portfolio Management, Investment Strategies, Uniform Combined State..., Investment Management, Retirement Planning, Securities, Certified Financial..., Certified Investment..., Series 66, Series 31
Education
Cleveland State University 1998 — 2001
MBA, Business
Washington and Lee University 1979 — 1984
Bachelor of Arts (BA), Psychology
Financial Engines October 2013 - January 2014
Merrill Lynch September 2010 - October 2012
UBS Wealth Management October 2007 - September 2010
Morgan Stanley June 2006 - October 2007
McDonald Investments December 1997 - March 2006
Skills
Series 7, Asset Allocation, Investment Advisory, Wealth Management, Mutual Funds, Series 63, Alternative Investments, Asset Managment, Investments, Portfolio Management, Investment Strategies, Uniform Combined State..., Investment Management, Retirement Planning, Securities, Certified Financial..., Certified Investment..., Series 66, Series 31
Education
Cleveland State University 1998 — 2001
MBA, Business
Washington and Lee University 1979 — 1984
Bachelor of Arts (BA), Psychology
Samuel Burke's Merrill Lynch Experience May 2011 - October 2012
Job Institutional FX Sales Trading
Industry Financial Services
Experience
GAIN Capital March 2015 - Present
Alpari, LLC October 2012 - March 2015
Merrill Lynch May 2011 - October 2012
J.P.Morgan May 2010 - April 2011
Education
Colby College
Milton Academy
GAIN Capital March 2015 - Present
Alpari, LLC October 2012 - March 2015
Merrill Lynch May 2011 - October 2012
J.P.Morgan May 2010 - April 2011
Education
Colby College
Milton Academy
Matt Maley's Merrill Lynch Experience January 1998 - May 2006
Job Managing Director at Miller Tabak + Co., LLC
Industry Investment Banking
Experience
Miller Tabak + Co., LLC December 2007 - Present
Merrill Lynch January 1998 - May 2006
Salomon Brothers Inc November 1982 - December 1996
Skills
Equities, Hedge Funds, Equity Research, Series 7, Investments, Bloomberg, Alternative Investments, Equity Trading, Asset Management, Trading, Fixed Income
Education
Colby College 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Miller Tabak + Co., LLC December 2007 - Present
Merrill Lynch January 1998 - May 2006
Salomon Brothers Inc November 1982 - December 1996
Skills
Equities, Hedge Funds, Equity Research, Series 7, Investments, Bloomberg, Alternative Investments, Equity Trading, Asset Management, Trading, Fixed Income
Education
Colby College 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Dean Ducato's Merrill Lynch Experience August 1992 - Present
Job Senior Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1992 - Present
Education
Cleveland State University 1987 — 1992
BBA, Accounting
Merrill Lynch August 1992 - Present
Education
Cleveland State University 1987 — 1992
BBA, Accounting
Ishan Singh's Merrill Lynch Experience July 2006 - August 2006
Job
Industry Internet
Experience
Citi January 2015 - April 2015
Citi July 2011 - December 2014
Citi July 2008 - July 2011
Citi June 2007 - August 2007
Merrill Lynch July 2006 - August 2006
Education
The London School of Economics and Political Science (LSE) 2006 — 2007
Colby College 2004 — 2008
Bachelor of Arts (B.A.)
United World College of S.E. Asia 2002 — 2004
International Baccalaureate (IB)
The Doon School 1998 — 2002
ICSE
Citi January 2015 - April 2015
Citi July 2011 - December 2014
Citi July 2008 - July 2011
Citi June 2007 - August 2007
Merrill Lynch July 2006 - August 2006
Education
The London School of Economics and Political Science (LSE) 2006 — 2007
Colby College 2004 — 2008
Bachelor of Arts (B.A.)
United World College of S.E. Asia 2002 — 2004
International Baccalaureate (IB)
The Doon School 1998 — 2002
ICSE
M. Ryan Wagner's Merrill Lynch Experience July 1994 - October 1998
Job President at Oak Hill Investments
Industry Real Estate
Experience
Weatherlow Farms January 2014 - Present
Oak Hill Investments, LLC March 2010 - Present
Liberty Development Company, LLC May 2008 - June 2010
Scout Real Estate Capital, LLC February 2005 - April 2008
Transwestern Investment Company, LLC July 2001 - October 2004
Merrill Lynch July 1994 - October 1998
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA
Colby College 1990 — 1994
B.A., Economics
Weatherlow Farms January 2014 - Present
Oak Hill Investments, LLC March 2010 - Present
Liberty Development Company, LLC May 2008 - June 2010
Scout Real Estate Capital, LLC February 2005 - April 2008
Transwestern Investment Company, LLC July 2001 - October 2004
Merrill Lynch July 1994 - October 1998
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA
Colby College 1990 — 1994
B.A., Economics
Richard Freedman's Merrill Lynch Experience 1987 - 1989
Job First Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. May 2011 - Present
Morgan Stanley Smith Barney July 1991 - May 2011
merrill lynch 1987 - 1989
Education
Cleveland State University 1981 — 1984
Bachelor of Buisness Administration, Accounting
Cleveland Hts. High 1978 — 1981
UBS Financial Services Inc. May 2011 - Present
Morgan Stanley Smith Barney July 1991 - May 2011
merrill lynch 1987 - 1989
Education
Cleveland State University 1981 — 1984
Bachelor of Buisness Administration, Accounting
Cleveland Hts. High 1978 — 1981
Jill Perrone's Merrill Lynch Experience 1995 - Present
Job Sales Associate at Merrill Lynch/Bank of America
Industry Financial Services
Experience
Merrill Lynch 1995 - Present
Stephen Siegel and Associates, Attorneys at Law 1992 - 1995
Digital Equipment Corporation 1981 - 1992
Skills
Investments, Customer Service, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds
Education
Cleveland State University 1975 — 1979
Merrill Lynch 1995 - Present
Stephen Siegel and Associates, Attorneys at Law 1992 - 1995
Digital Equipment Corporation 1981 - 1992
Skills
Investments, Customer Service, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds
Education
Cleveland State University 1975 — 1979
Kate Geoffrion's Merrill Lynch Experience June 1976 - April 1983
Job Offfice Manager at MidContinent Ventures, Inc.
Industry Venture Capital & Private Equity
Experience
Mid-Continent Ventures, Inc. December 1988 - December 2013
Heartland Group Inc. February 1986 - December 1988
Investments Technology, Inc. April 1983 - February 1986
Merrill Lynch June 1976 - April 1983
Skills
Office Management, QuickBooks, Accounts Payable, Data Entry, Payroll, Customer Service, Microsoft Word, Accounts Receivable, PowerPoint, Microsoft Excel, Microsoft Office, Budgets, Teamwork, Time Management
Education
Cleveland State University 1973 — 1981
Psychology/English
Cuyahoga Community College 1970 — 1973
Associate's degree, Psychology/English
Mid-Continent Ventures, Inc. December 1988 - December 2013
Heartland Group Inc. February 1986 - December 1988
Investments Technology, Inc. April 1983 - February 1986
Merrill Lynch June 1976 - April 1983
Skills
Office Management, QuickBooks, Accounts Payable, Data Entry, Payroll, Customer Service, Microsoft Word, Accounts Receivable, PowerPoint, Microsoft Excel, Microsoft Office, Budgets, Teamwork, Time Management
Education
Cleveland State University 1973 — 1981
Psychology/English
Cuyahoga Community College 1970 — 1973
Associate's degree, Psychology/English
Dean Ducato's Merrill Lynch Experience August 1992 - Present
Job Vice President/ Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1992 - Present
Education
Cleveland State University 1987 — 1991
BBA Accounting
Merrill Lynch August 1992 - Present
Education
Cleveland State University 1987 — 1991
BBA Accounting
PJ Cooper's Merrill Lynch Experience November 2009 - August 2011
Job Trading Platform Manager at Merrill Edge
Industry Investment Management
Experience
Merrill Edge August 2011 - Present
Merrill Lynch November 2009 - August 2011
Bank of America August 2008 - March 2009
Wachovia Securities March 2007 - August 2008
Wachovia Securities Direct October 2005 - March 2007
Wachovia Securities January 2004 - October 2005
Skills
Series 7, Investments, Mutual Funds, Fixed Income, Securities, Management, Options, Retirement, Banking, Trading, Financial Services, Retirement Planning, Bonds, Insurance, Wealth Management, Asset Allocation, FINRA, Finance
Education
Clemson University - College of Business and Behavioral Science 1997 — 2003
Bachelors of Science, Technical Marketing
Merrill Edge August 2011 - Present
Merrill Lynch November 2009 - August 2011
Bank of America August 2008 - March 2009
Wachovia Securities March 2007 - August 2008
Wachovia Securities Direct October 2005 - March 2007
Wachovia Securities January 2004 - October 2005
Skills
Series 7, Investments, Mutual Funds, Fixed Income, Securities, Management, Options, Retirement, Banking, Trading, Financial Services, Retirement Planning, Bonds, Insurance, Wealth Management, Asset Allocation, FINRA, Finance
Education
Clemson University - College of Business and Behavioral Science 1997 — 2003
Bachelors of Science, Technical Marketing
Chad Restori, CFP®'s Merrill Lynch Experience September 2008 - December 2008
Job
Industry Financial Services
Experience
Hefren-Tillotson May 2013 - Present
Hefren-Tillotson February 2011 - May 2013
Citigroup January 2009 - July 2009
Merrill Lynch September 2008 - December 2008
Rolls-Royce May 2008 - August 2008
Education
Coastal Carolina University 2006 — 2010
Bachelors, Finance
Pittsburgh Central Catholic 2002 — 2006
Hefren-Tillotson May 2013 - Present
Hefren-Tillotson February 2011 - May 2013
Citigroup January 2009 - July 2009
Merrill Lynch September 2008 - December 2008
Rolls-Royce May 2008 - August 2008
Education
Coastal Carolina University 2006 — 2010
Bachelors, Finance
Pittsburgh Central Catholic 2002 — 2006
Sean McColgan's Merrill Lynch Experience November 2007 - July 2009
Job Contracting Officer & Future Entrepreneur
Industry Defense & Space
Experience
Defense Logistics Agency July 2009 - Present
Merrill Lynch November 2007 - July 2009
Merrill Lynch April 2006 - November 2007
Education
Rider University 2006 — 2008
MBA, Business Administration - Finance
Clemson University - College of Business and Behavioral Science 2002 — 2005
BS, Business Administration and Management, General
Defense Logistics Agency July 2009 - Present
Merrill Lynch November 2007 - July 2009
Merrill Lynch April 2006 - November 2007
Education
Rider University 2006 — 2008
MBA, Business Administration - Finance
Clemson University - College of Business and Behavioral Science 2002 — 2005
BS, Business Administration and Management, General
Krishna Ram's Merrill Lynch Experience October 2011 - March 2012
Job Vice President
Industry Financial Services
Experience
RBS Greenwich Capital April 2012 - Present
Merrill Lynch October 2011 - March 2012
Morgan Stanley Smith Barney June 2010 - May 2011
Banc of America Securities 2004 - 2008
Skills
Perl, Trading Systems, Oracle, Unix, Sybase, SQL, Java, Software Development, SDLC, Unix Shell Scripting, Agile Methodologies, Linux, JavaScript, Eclipse, Derivatives, Python, Equities, Investment Banking, SOA, Enterprise Architecture, C#
Education
Cochin University of Science and Technology 1999 — 2003
Bachelors, Computer Science
RBS Greenwich Capital April 2012 - Present
Merrill Lynch October 2011 - March 2012
Morgan Stanley Smith Barney June 2010 - May 2011
Banc of America Securities 2004 - 2008
Skills
Perl, Trading Systems, Oracle, Unix, Sybase, SQL, Java, Software Development, SDLC, Unix Shell Scripting, Agile Methodologies, Linux, JavaScript, Eclipse, Derivatives, Python, Equities, Investment Banking, SOA, Enterprise Architecture, C#
Education
Cochin University of Science and Technology 1999 — 2003
Bachelors, Computer Science
Jordan Ansell's Merrill Lynch Experience January 2012 - February 2012
Job Watch Associate, Emerging Leaders Program at Nielsen
Industry Marketing and Advertising
Experience
Nielsen July 2012 - Present
Merrill Lynch January 2012 - February 2012
Downtown Music LLC June 2011 - August 2011
Arnold Worldwide June 2010 - August 2010
M&M Mars June 2009 - August 2009
Education
Colby College 2008 — 2012
Bachelor of Arts (B.A.), Economics
University of Melbourne
Mountain Lakes High School 2006 — 2008
Cincinnati Country Day SChool 2004 — 2006
Nielsen July 2012 - Present
Merrill Lynch January 2012 - February 2012
Downtown Music LLC June 2011 - August 2011
Arnold Worldwide June 2010 - August 2010
M&M Mars June 2009 - August 2009
Education
Colby College 2008 — 2012
Bachelor of Arts (B.A.), Economics
University of Melbourne
Mountain Lakes High School 2006 — 2008
Cincinnati Country Day SChool 2004 — 2006
Bill Hardin's Merrill Lynch Experience March 2001 - April 2008
Job Branch Manager, Vice President Wealth Management, Certified Financial Planner at UBS
Industry Financial Services
Experience
UBS Financial Services, Inc. September 2013 - Present
UBS Financial Services, Inc. July 2009 - September 2013
UBS Financial Services, Inc. April 2008 - July 2009
Merrill Lynch March 2001 - April 2008
Morgan Stanley Dean Witter November 1998 - March 2001
Education
Clemson University - College of Business and Behavioral Science 1989 — 1993
BS, Marketing
UBS Financial Services, Inc. September 2013 - Present
UBS Financial Services, Inc. July 2009 - September 2013
UBS Financial Services, Inc. April 2008 - July 2009
Merrill Lynch March 2001 - April 2008
Morgan Stanley Dean Witter November 1998 - March 2001
Education
Clemson University - College of Business and Behavioral Science 1989 — 1993
BS, Marketing
Jason Pizer's Merrill Lynch Experience 1993 - 2004
Job Managing Director at Citi
Industry Capital Markets
Experience
Citi 2009 - Present
Parkcentral Global 2004 - 2009
Merrill Lynch 1993 - 2004
Education
Colby College 1989 — 1993
Citi 2009 - Present
Parkcentral Global 2004 - 2009
Merrill Lynch 1993 - 2004
Education
Colby College 1989 — 1993
Joseph Saadi's Merrill Lynch Experience January 2003 - December 2006
Job Managing Director, Trust Administration at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2011 - Present
JPMorgan Chase & Co January 2007 - September 2010
Merrill Lynch January 2003 - December 2006
RR Donnelley January 2000 - January 2002
Bowne & Co., Inc January 1996 - January 2000
Ohio Attorney General's Office January 1992 - January 1996
Skills
Wealth Management, Series 7, Mutual Funds, Series 63, Risk Management, Portfolio Management, Financial Services, Investment Advisory, Investments, Wealth Management..., Asset Management, Relationship Management, High Net Worth..., Asset Managment, Capital Markets, Strategic Financial..., Equities, Estate Planning, Insurance, Investment Management, Private Banking, IRAs, Bonds, Uniform Combined State..., Consultative Sales..., Team Management, Business Development
Education
Cleveland State University - Cleveland-Marshall College of Law 1986 — 1989
JD
John Carroll University 1982 — 1986
Bachelor of Science, Business Administration
Ursuline High School
TIAA-CREF June 2011 - Present
JPMorgan Chase & Co January 2007 - September 2010
Merrill Lynch January 2003 - December 2006
RR Donnelley January 2000 - January 2002
Bowne & Co., Inc January 1996 - January 2000
Ohio Attorney General's Office January 1992 - January 1996
Skills
Wealth Management, Series 7, Mutual Funds, Series 63, Risk Management, Portfolio Management, Financial Services, Investment Advisory, Investments, Wealth Management..., Asset Management, Relationship Management, High Net Worth..., Asset Managment, Capital Markets, Strategic Financial..., Equities, Estate Planning, Insurance, Investment Management, Private Banking, IRAs, Bonds, Uniform Combined State..., Consultative Sales..., Team Management, Business Development
Education
Cleveland State University - Cleveland-Marshall College of Law 1986 — 1989
JD
John Carroll University 1982 — 1986
Bachelor of Science, Business Administration
Ursuline High School
Ignacio Covarrubias's Merrill Lynch Experience 2006 - 2008
Job Business Operations Manager at GolfTEC
Industry Investment Banking
Experience
GolfTEC 2012 - Present
Brandes International 2012 - 2012
Gartner 2011 - 2011
Morgan Stanley 2010 - 2011
Gorbuilders 2009 - 2010
Merrill Lynch 2006 - 2008
Skills
Economics, Analysis, Banking, Bloomberg, Credit, Change Management, Data Analysis, Competitive Analysis, Investment Strategies, Business Analysis, Financial Reporting, Securities, Negotiation, Accounting, Loans, Credit Analysis, Spanish, Marketing, Access, Management, Options, Finance, Microsoft Excel, Market Research, Portfolio Management, Strategic Planning, Project Management, Customer Service, Leadership
Education
Cleveland State University 2014 — 2016
Master of Business Administration (M.B.A.), Executive MBA
The Ohio State University 1998 — 2003
Economics
The Ohio State University 1998 — 2003
International Studies, International Business and World Economics
The Ohio State University 1998 — 2003
Spanish, Latin American Literature
St. Edward High School 1994 — 1998
College Prep
GolfTEC 2012 - Present
Brandes International 2012 - 2012
Gartner 2011 - 2011
Morgan Stanley 2010 - 2011
Gorbuilders 2009 - 2010
Merrill Lynch 2006 - 2008
Skills
Economics, Analysis, Banking, Bloomberg, Credit, Change Management, Data Analysis, Competitive Analysis, Investment Strategies, Business Analysis, Financial Reporting, Securities, Negotiation, Accounting, Loans, Credit Analysis, Spanish, Marketing, Access, Management, Options, Finance, Microsoft Excel, Market Research, Portfolio Management, Strategic Planning, Project Management, Customer Service, Leadership
Education
Cleveland State University 2014 — 2016
Master of Business Administration (M.B.A.), Executive MBA
The Ohio State University 1998 — 2003
Economics
The Ohio State University 1998 — 2003
International Studies, International Business and World Economics
The Ohio State University 1998 — 2003
Spanish, Latin American Literature
St. Edward High School 1994 — 1998
College Prep
Deepika Dasari's Merrill Lynch Experience January 2003 - February 2004
Job Vice President at Bank of America
Industry Banking
Experience
Merrill Lynch January 2003 - February 2004
OSR Solutions February 2002 - January 2003
Education
Cleveland State University 1999 — 2001
Masters, Computer Science
Merrill Lynch January 2003 - February 2004
OSR Solutions February 2002 - January 2003
Education
Cleveland State University 1999 — 2001
Masters, Computer Science
Kevin Boderick's Merrill Lynch Experience June 2013 - July 2014
Job Financial Services Professional
Industry Financial Services
Experience
Aon Hewitt September 2014 - Present
Merrill Lynch June 2013 - July 2014
UBS January 2012 - June 2013
LPL Finanical 2011 - 2012
Wells Fargo Advisors April 2008 - January 2010
Skills
Sports Marketing, Strategic Planning, Investment Banking, Risk Assessment, Risk Management, Wealth Management..., Strategic Partnerships, 401k, Analysis, Finance, Financial Analysis, Financial Services, Insurance, Mutual Funds, Investments, Retirement Planning, Securities, Series 7, Strategic Financial..., Wealth Management
Education
Clemson University - College of Business and Behavioral Science 1986 — 1992
BS, Marketing
Aon Hewitt September 2014 - Present
Merrill Lynch June 2013 - July 2014
UBS January 2012 - June 2013
LPL Finanical 2011 - 2012
Wells Fargo Advisors April 2008 - January 2010
Skills
Sports Marketing, Strategic Planning, Investment Banking, Risk Assessment, Risk Management, Wealth Management..., Strategic Partnerships, 401k, Analysis, Finance, Financial Analysis, Financial Services, Insurance, Mutual Funds, Investments, Retirement Planning, Securities, Series 7, Strategic Financial..., Wealth Management
Education
Clemson University - College of Business and Behavioral Science 1986 — 1992
BS, Marketing
Kym Fischer's Merrill Lynch Experience January 2000 - January 2003
Job Fundraising & Auction Chairperson Volunteer at EE Little School
Industry Financial Services
Experience
EE Little School September 2011 - Present
Merrill Lynch January 2000 - January 2003
Four Seasons Hotels and Resorts July 1995 - December 1999
Jupiter Beach Resort June 1992 - July 1995
Carl Domino Inc January 1990 - June 1992
Johnson & Higgins January 1987 - January 1990
Skills
Administrative..., Efficiency, Catering, Executive..., Highly detail oriented, Organization
Education
Colby-Sawyer College 1983 — 1987
Bachelor's degree, Business Administration and Management, General
EE Little School September 2011 - Present
Merrill Lynch January 2000 - January 2003
Four Seasons Hotels and Resorts July 1995 - December 1999
Jupiter Beach Resort June 1992 - July 1995
Carl Domino Inc January 1990 - June 1992
Johnson & Higgins January 1987 - January 1990
Skills
Administrative..., Efficiency, Catering, Executive..., Highly detail oriented, Organization
Education
Colby-Sawyer College 1983 — 1987
Bachelor's degree, Business Administration and Management, General
Kyle Brewer's Merrill Lynch Experience May 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
Accenture March 2013 - May 2013
Accenture July 2010 - March 2013
Skills
Financial Modeling, Bloomberg, Management Consulting, Financial Analysis, Project Management, Business Analysis
Education
Colby College 2006 — 2010
Economics concentration in Financial Markets
Merrill Lynch May 2013 - Present
Accenture March 2013 - May 2013
Accenture July 2010 - March 2013
Skills
Financial Modeling, Bloomberg, Management Consulting, Financial Analysis, Project Management, Business Analysis
Education
Colby College 2006 — 2010
Economics concentration in Financial Markets
Inessa Koval's Merrill Lynch Experience February 2011 - May 2011
Job Manager at OSNOVA Ukrainian FederalCredit Union
Industry Executive Office
Experience
OSNOVA FederalCredit Union October 2011 - Present
Merrill Lynch February 2011 - May 2011
Touch of Freshness, LLC October 2002 - June 2008
Skills
Accounting, Management, Strategic Financial..., Investments, Payroll, Strategic Planning, Financial Analysis, Financial Reporting, Business Strategy, Customer Service, Budgets, Process Improvement, Accounts Payable, Account Reconciliation, Training
Education
Cleveland State University 2008 — 2011
MBA
Cleveland State University 2002 — 2007
BA, Bachelor in Education
Cuyahoga Community College 1999 — 2002
Associate of Arts and Science
OSNOVA FederalCredit Union October 2011 - Present
Merrill Lynch February 2011 - May 2011
Touch of Freshness, LLC October 2002 - June 2008
Skills
Accounting, Management, Strategic Financial..., Investments, Payroll, Strategic Planning, Financial Analysis, Financial Reporting, Business Strategy, Customer Service, Budgets, Process Improvement, Accounts Payable, Account Reconciliation, Training
Education
Cleveland State University 2008 — 2011
MBA
Cleveland State University 2002 — 2007
BA, Bachelor in Education
Cuyahoga Community College 1999 — 2002
Associate of Arts and Science
Mary Reineman's Merrill Lynch Experience November 2006 - January 2011
Job Sales Associate Lila Delman Real Estate
Industry Real Estate
Experience
Lila Delman Real Estate 2012 - 2012
Merrill Lynch November 2006 - January 2011
Merrill Lynch January 2002 - November 2006
Merrill Lynch June 1996 - January 2002
Fleet Bank June 1987 - June 1996
Skills
Series 7, Series 63, Series 9, Series 10, Wealth Management, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Equities, Securities, Fixed Income, ETFs, Investment Advisory, Series 65, Asset Managment, Investment Strategies, Bonds, Strategic Financial..., Finance
Education
Colby College 1983 — 1987
Bachelor of Arts (BA), Spanish
Middlebury College Madrid Spain 1985 — 1986
Spanish
Lila Delman Real Estate 2012 - 2012
Merrill Lynch November 2006 - January 2011
Merrill Lynch January 2002 - November 2006
Merrill Lynch June 1996 - January 2002
Fleet Bank June 1987 - June 1996
Skills
Series 7, Series 63, Series 9, Series 10, Wealth Management, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Equities, Securities, Fixed Income, ETFs, Investment Advisory, Series 65, Asset Managment, Investment Strategies, Bonds, Strategic Financial..., Finance
Education
Colby College 1983 — 1987
Bachelor of Arts (BA), Spanish
Middlebury College Madrid Spain 1985 — 1986
Spanish
christine tafe's Merrill Lynch Experience 1977 - 2009
Job Human Resources Professional
Industry Human Resources
Experience
Merrill Lynch 1977 - 2009
Skills
Employee Relations
Education
New York University
Paralegal Diploma
Colby College
Bachelor of Arts
Merrill Lynch 1977 - 2009
Skills
Employee Relations
Education
New York University
Paralegal Diploma
Colby College
Bachelor of Arts
Joseph Beacom's Merrill Lynch Experience May 2013 - August 2013
Job Sales Tax Analyst at CIT
Industry Accounting
Experience
CIT June 2014 - Present
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, QuickBooks, Bookkeeping, Auditing, Tax, Research, Analysis, Leadership, Time Management, Public Speaking, Social Networking
Education
Clemson University - College of Business and Behavioral Science 2010 — 2014
Bachelor's Degree, Accounting
CIT June 2014 - Present
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, QuickBooks, Bookkeeping, Auditing, Tax, Research, Analysis, Leadership, Time Management, Public Speaking, Social Networking
Education
Clemson University - College of Business and Behavioral Science 2010 — 2014
Bachelor's Degree, Accounting
Scott Hurston's Merrill Lynch Experience March 1993 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 1993 - Present
Skills
Wealth Management, Series 7, Retirement Planning, Asset Allocation, Investments, Mutual Funds, Series 63, Investment Advisory, Portfolio Management, Strategic Financial..., Retirement, Alternative Investments, Equities, Fixed Income, Investment Strategies, Securities
Education
Coastal Carolina University 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Merrill Lynch March 1993 - Present
Skills
Wealth Management, Series 7, Retirement Planning, Asset Allocation, Investments, Mutual Funds, Series 63, Investment Advisory, Portfolio Management, Strategic Financial..., Retirement, Alternative Investments, Equities, Fixed Income, Investment Strategies, Securities
Education
Coastal Carolina University 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Carolyn McGraw's Merrill Lynch Experience April 1993 - July 1997
Job Project Administrator at Sports Authority
Industry Construction
Experience
Sports Authority December 2011 - Present
Jordy & Company August 2004 - January 2011
Jordy Carter Furnishings February 2000 - August 2004
Boulder Flower Cottage August 1997 - September 1999
Merrill Lynch April 1993 - July 1997
Skills
Salesforce.com, Team Building, Contract Negotiation, Microsoft Excel, Sales, Marketing, Process Scheduler, New Business Development, Strategic Planning, Account Management, Event Planning, Retail, Project Planning, Contract Management, Customer Service, Microsoft Word, Core Competences
Education
Colby Sawyer College 1985 — 1989
BS, Business Administration
Sports Authority December 2011 - Present
Jordy & Company August 2004 - January 2011
Jordy Carter Furnishings February 2000 - August 2004
Boulder Flower Cottage August 1997 - September 1999
Merrill Lynch April 1993 - July 1997
Skills
Salesforce.com, Team Building, Contract Negotiation, Microsoft Excel, Sales, Marketing, Process Scheduler, New Business Development, Strategic Planning, Account Management, Event Planning, Retail, Project Planning, Contract Management, Customer Service, Microsoft Word, Core Competences
Education
Colby Sawyer College 1985 — 1989
BS, Business Administration
Alexandros Vlahos's Merrill Lynch Experience May 2012 - Present
Job PMD Associate at Merrill Lynch
Industry Management Consulting
Experience
Merrill Lynch May 2012 - Present
Ikon Foods Systems September 2009 - Present
Skills
Microsoft Excel, Financial Modeling
Education
The Citadel 2012 — 2014
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Coastal Carolina University 2007 — 2011
Bachelor of Arts in Business Administration, Economics
Merrill Lynch May 2012 - Present
Ikon Foods Systems September 2009 - Present
Skills
Microsoft Excel, Financial Modeling
Education
The Citadel 2012 — 2014
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Coastal Carolina University 2007 — 2011
Bachelor of Arts in Business Administration, Economics
Sundaramurthy Anand's Merrill Lynch Experience 2009 - 2014
Job Assistant Consultant
Industry Information Technology and Services
Experience
TCS June 2006 - Present
Merrill Lynch 2009 - 2014
Merrill Lynch 2009 - 2014
The Depository Trust & Clearing Corporation September 2006 - April 2009
Skills
PL/SQL, Requirements Analysis, Oracle, Core Java, Struts, Java Enterprise Edition, Unix, Mainframe, COBOLII, DB2, Stored Procedures, SAS, ASP, Sun Certified Java..., JavaScript, Project Management, Applications Software...
Education
Coimbatore Institute of Technology 2002 — 2006
Bachelor's degree, Computer Science
TCS June 2006 - Present
Merrill Lynch 2009 - 2014
Merrill Lynch 2009 - 2014
The Depository Trust & Clearing Corporation September 2006 - April 2009
Skills
PL/SQL, Requirements Analysis, Oracle, Core Java, Struts, Java Enterprise Edition, Unix, Mainframe, COBOLII, DB2, Stored Procedures, SAS, ASP, Sun Certified Java..., JavaScript, Project Management, Applications Software...
Education
Coimbatore Institute of Technology 2002 — 2006
Bachelor's degree, Computer Science
Douglas Broennle's Merrill Lynch Experience April 2011 - Present
Job Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Merrill Lynch October 2008 - April 2011
MultiFinancial - ING May 2008 - October 2008
Education
Coastal Carolina University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Raritan Valley Community College 2002 — 2004
Business Management, Golf Management
Merrill Lynch April 2011 - Present
Merrill Lynch October 2008 - April 2011
MultiFinancial - ING May 2008 - October 2008
Education
Coastal Carolina University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Raritan Valley Community College 2002 — 2004
Business Management, Golf Management
Gary Bigg's Merrill Lynch Experience 2009 - 2012
Job economist
Industry Financial Services
Experience
Self-employed July 2013 - Present
Merrill Lynch 2009 - 2012
Bank of America 2003 - 2009
Berkeley College 2003 - 2007
Prudential Financial 1999 - 2003
Prudential Financial 1985 - 1999
Prudential Financial 1978 - 1985
Skills
Econometrics, Financial Modeling, Economics, Country Risk Analysis, Data Analysis, Statistical Modeling, Communications, Statistical Data..., Corporate Finance, Finance, Valuation, Banking
Education
New York University 1988 — 1991
Economics
Rutgers Business School 1978 — 1982
Master of Business Administration (M.B.A.), Quantitative Analysis and Finance
Western Illinois University 1972 — 1975
Master's Degree, Mathematics
Coe College 1968 — 1972
Bachelor's Degree, Mathematics and Economics
Self-employed July 2013 - Present
Merrill Lynch 2009 - 2012
Bank of America 2003 - 2009
Berkeley College 2003 - 2007
Prudential Financial 1999 - 2003
Prudential Financial 1985 - 1999
Prudential Financial 1978 - 1985
Skills
Econometrics, Financial Modeling, Economics, Country Risk Analysis, Data Analysis, Statistical Modeling, Communications, Statistical Data..., Corporate Finance, Finance, Valuation, Banking
Education
New York University 1988 — 1991
Economics
Rutgers Business School 1978 — 1982
Master of Business Administration (M.B.A.), Quantitative Analysis and Finance
Western Illinois University 1972 — 1975
Master's Degree, Mathematics
Coe College 1968 — 1972
Bachelor's Degree, Mathematics and Economics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank