Merrill Lynch

Industry: Banking company

Description

Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America

Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Merrill Lynch Employees

Employee
Years
Job
Industry
Angus Blackwood Angus Blackwood San Francisco Bay Area Details
Angus Blackwood's Merrill Lynch Experience March 1995 - March 2009
Job President and Founding Advisor at WhiteSpace Financial, LLC
Industry Investment Management
Experience
WhiteSpace Financial, LLC   March 2009 - Present
De Anza College  1995 - Present
CFP Board  January 2012 - January 2015
CFP Board  February 2009 - December 2011
Merrill Lynch   March 1995 - March 2009
United States Navy  1988 - 1994

Skills
Wealth Management, Investment Management, Strategic Financial..., Retirement, Financial Advisory, Wealth, Personal Finance, Asset Allocation, Investment Advisory, Retirement Planning, Series 7, Mutual Funds, Investments, Series 63, Asset Managment

Education
College for Financial Planning   2006 — 2007
CRPC, Chartered Retirement Planning Counselor

College for Financial Planning   2006 — 2007
CRPS, Chartered Retirement Plans Specialist

Zhan-Kaplan Advanced Financial Planning   2005 — 2007
CFP, Personal Finance

Keller Graduate School of Management of DeVry University   2001 — 2004
MBA

Miami University   1984 — 1988
B.S. Business, Finance and Economics

HMS

Jeff Tidwell Jeff Tidwell Ponte Vedra Beach, Florida Details
Jeff Tidwell's Merrill Lynch Experience June 2002 - February 2009
Job First Vice President Investments, Graves Tidwell Financial Consulting Group, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  February 2009 - Present
Merrill Lynch   June 2002 - February 2009
Morgan Stanley Wealth Management  May 1998 - June 2002

Skills
Wealth Management..., Retirement Planning, Investments, Financial Advisory, Insurance, Finance, IRAs, Asset Allocation, Mutual Funds, Retirement, Fixed Annuities, Alternative Investments, Wealth, 401k, 529 Plans, Estate Planning Strategy, Financial Services, Securities

Education
Flagler College   1993 — 1996
Bachelor's Degree, Finance/ Economics

LAKELAND SR. HIGH SCHOOL   1989 — 1991

American College of Financial Planning
CFM, Financial Planning

College for Financial Planning
Chartered Retirement Planning Counselor, CRPC, Retirement Income Planning

Thomas Britt, MBA, CFP® , CIMA Thomas Britt, MBA, CFP® , CIMA Old Lyme, Connecticut Details
Thomas Britt, MBA, CFP® , CIMA's Merrill Lynch Experience May 2000 - August 2007
Job CERTIFIED FINANCIAL PLANNER TM, Benchmark Wealth Management, LLC
Industry Investment Management
Experience
Benchmark Wealth Management, LLC   August 2007 - Present
Merrill Lynch   May 2000 - August 2007
American Ref-Fuel  February 1990 - January 2000
American Ref-Fuel/ now Covanta Energy   1990 - 2000
US Navy  February 1984 - February 1990

Skills
Education Funding, Disability Insurance, Wealth Management, Strategic Financial..., Investments, Financial Advisory, Management, Insurance, Wealth, Finance, Risk Management, Asset Allocation, Certified Financial..., Investment Management, Investment Advisory, Retirement Planning, Mutual Funds, Alternative Investments, Asset Management, Financial Planning, Portfolio Management

Education
College for Financial Planning   2012 — 2014
Master of Science (M.S.)

Rensselaer Polytechnic Institute - The Lally School of Management and Technology   1997 — 2000
MBA

University of New Haven   1992 — 1997
Bachelor of Science

DHS   1979 — 1983

University of Pennsylvania - The Wharton School

Martha MO Cortez Martha MO Cortez Chandler, Arizona Details
Martha MO Cortez's Merrill Lynch Experience August 1993 - March 2013
Job Director of Client Relations at Strategic Income Group
Industry Financial Services
Experience
Strategic Income Group   March 2013 - Present
Merrill Lynch   August 1993 - March 2013

Skills
Wealth Management, Series 7, Investments, Retirement Planning, Mutual Funds, Series 63, Portfolio Management, Equities, Financial Services, Fixed Income, Asset Management, Securities, Hedge Funds, Strategic Financial..., Retirement, Credit, Financial Planning, Investment Advisory

Education
College for Financial Planning   2013 — 2014
Registered Paraplanner, Financial Planning and Services

Adam Udy Adam Udy Las Vegas, Nevada Area Details
Adam Udy's Merrill Lynch Experience January 2000 - July 2002
Job MS, MBA, CFP®; Personal Financial Planning & Investment Management
Industry Financial Services
Experience
UDY Wealth Management   January 2011 - Present
TriCor Financial LLC   January 2011 - Present
UBS  May 2006 - January 2011
Banc of America Investment Services, Inc.   July 2002 - May 2006
Merrill Lynch   January 2000 - July 2002

Skills
Series 7, Investments, Wealth Management, Retirement Planning, Portfolio Management, Asset Allocation, Strategic Financial..., Estate Planning, Series 63, Financial Advisory, Alternative Investments, Fixed Annuities, Retirement, Mutual Funds, Investment Advisory, Tax, Finance, Equities, IRAs, 401k, Wealth, Financial Services, Insurance, Life Insurance, Asset Management, Uniform Combined State..., Series 6, Wealth Management..., Investment Management, Securities, Investment Strategies, Small Business, High Net Worth..., Series 65, FINRA, Due Diligence, Series 24, Financial Planners, Fixed Income, ETFs, Personal Financial..., Financial Planning

Education
Texas A&M University-Commerce   2010 — 2011
M.B.A., Master of Business Administration

College for Financial Planning   2008 — 2010
MS-PFP, Personal Financial Planning

University of Phoenix   2005 — 2008
BS-Business, Finance

Michael Laura, CFA, CIMA®, CFP® Michael Laura, CFA, CIMA®, CFP® Greater Atlanta Area Details
Michael Laura, CFA, CIMA®, CFP®'s Merrill Lynch Experience March 2008 - March 2012
Job Senior Regional Vice President ETF Portfolio Consultant at Invesco PowerShares
Industry Investment Management
Experience
Invesco PowerShares  May 2015 - Present
Virtus Investment Partners  March 2014 - May 2015
Deutsche Asset & Wealth Management  August 2012 - March 2014
Merrill Lynch   March 2008 - March 2012
Northern Trust Wealth Management  June 2007 - March 2008
U.S. Trust   November 2003 - June 2007
Banc of America Investments  November 2001 - November 2003
A.G. Edwards   August 1995 - November 2001

Skills
Series 65, Series 7, Portfolio Management, Behavioral Finance, Monetary Policy, Politics, Strategic Financial..., Personal Financial..., Wealth Management, Global Investment..., Asset Allocation, Financial Risk..., Alternative Investments, Private Banking, Wealth Management..., Investments, Fixed Annuities, Investment Advisory, Hedge Funds, Investment Strategies, Retirement Planning, Financial Advisory, Series 63, High Net Worth..., Financial Markets, Asset Management, Mutual Funds, Retirement, Series 24, Uniform Combined State..., Presenting Solutions, Equities, Securities, Investment Management, Separately Managed..., Economics, Options, Structured Products, Bonds, Wealth, Finance, 401k, ETFs, IRAs, FINRA, Financial Analysis, Equity Research, Financial Services, Morningstar, Financial Planning

Education
College for Financial Planning   2002 — 2006
M.S., Financial Analysis

University of South Florida - College of Business Administration   1998 — 2000
B.S., Economics, International Finance

Nikki Parker Nikki Parker Greater Denver Area Details
Nikki Parker's Merrill Lynch Experience October 1982 - December 1988
Job Financial Services Executive
Industry Financial Services
Experience
AXIOS Financial Services, LLC December 2012 to present   December 2012 - Present
Parker Capital Management, Inc—February 1996 to December 2012   April 1996 - December 2012
Smith Barney  December 1988 - February 1996
Merrill Lynch   October 1982 - December 1988
NBC  November 1981 - June 1982

Skills
Long-term Care, Insurance, Medicare, Financial Advisory, Securities, Series 63, IRAs, Assisted Living..., Marketing, Business Development, Coaching, Training, Mentoring, Series 24, Series 7, Series 65, Wealth Management, Mutual Funds, Investment Advisory, Healthcare, Property & Casualty..., Team Building, Customer Service, Public Speaking, Financial Planning, Management, Strategic Planning, Small Business, Leadership

Education
University of Utah/Graduate School of Economics   1977 — 1979
N/A, Social Work, Economics

Utah State University   1973 — 1977
BSW, Psychology, Sociology, Social Work, Gerontology

AD Banker
Continuing Education, Insurance

College for Financial Planning

Derrick Barkley, CRPC® Derrick Barkley, CRPC® Pennington, New Jersey Details
Derrick Barkley, CRPC®'s Merrill Lynch Experience July 2014 - Present
Job Vice President, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  August 2015 - Present
Merrill Lynch   July 2014 - Present
Bank of America Merrill Lynch  June 2013 - Present
Bank of America Merrill Lynch  August 2006 - June 2013
Charles Schwab  May 2004 - February 2006
Morgan Stanley  April 2002 - July 2003

Skills
Economics, Fixed Annuities, Financial Advisory, Series 63, Series 7, Strategic Planning, Wealth Management, Wealth, Securities, Investment Advisory, 401k, Alternative Investments, Asset Allocation, Banking, FINRA, Finance, Investment Strategies, Retirement, Retirement Planning, Financial Services, Uniform Combined State..., Fixed Income, Investments, Equities, Portfolio Management, Asset Management, Managed Futures, IRAs, Internal Audit, Mutual Funds

Education
College for Financial Planning   2010 — 2011

Millersville University of Pennsylvania   1986 — 1989
B.A., Economics

Eddie Valdes Eddie Valdes Rockford, Illinois Area Details
Eddie Valdes's Merrill Lynch Experience March 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2012 - Present
JPMorgan Chase  January 2009 - March 2012
JPMorgan Chase  October 2005 - March 2012
Merrill Lynch   May 2005 - August 2005
StudentCity.com  August 2003 - May 2005
Northern Illinois University  May 2003 - August 2004
Ron Webber & Associates   June 2000 - June 2001
Rockford Public Schools  June 1999 - June 2001

Skills
Holistic Financial..., Wealth Management, Banking, Bilingual-Spanish, Investments, Market Analysis, Marketing Strategy, Market Research, Financial Advisory, Strategic Financial..., Succession Planning, Helping Clients Succeed, Building Long Lasting..., Passion for Helping..., Relationship Marketing, Financial Analysis, Financial Markets, Cash-flow Management, Retail Banking, Commercial Banking, Cash Management, Small Business Lending, Commercial Lending, Client Aquisition, Customer Service, Customer Satisfaction, Customer Retention, Educational Leadership, Mentoring, Estate Planning, Business Planning, Community Outreach, Microsoft Office, Google Docs, Google Apps, Outlook, Small Business, Sales, New Business Development, Leadership, Marketing

Education
College for Financial Planning   2014 — 2016
CFP

Rockford University   2009 — 2012
Masters, Business Administration; Finance, 3.6

Northern Illinois University   2003 — 2005
Bachelor of Science, Economics

Rock Valley College   2000 — 2003
Associate of Arts (A.A.), Business Administration and Management, General

Guilford Highschool   1997 — 1998
High School Diploma

Harlem high school   1995 — 1997

Boylan Catholic High School   1993 — 1994

James Liotta, MBA, NSSA James Liotta, MBA, NSSA Greater Los Angeles Area Details
James Liotta, MBA, NSSA's Merrill Lynch Experience April 2003 - December 2005
Job President, Prominence Capital GP, LLC. Registered Investment Advisor and Wealth Management Strategist
Industry Financial Services
Experience
Prominence Capital   June 2011 - Present
Cooperative Purchasers   February 2008 - December 2013
Wells Fargo Investments  December 2005 - November 2007
Merrill Lynch   April 2003 - December 2005
UBS  January 2002 - April 2003

Skills
Investments, Portfolio Management, Strategic Financial..., Asset Management, Valuation, Finance, Equities, Strategy, Risk Management, Hedge Funds, Investment Management, Analysis, Corporate Finance, Private Equity, Financial Modeling, Financial Services, Financial Analysis, Retirement Planning, Wealth Management, Due Diligence, Negotiation, Mutual Funds, Alternative Investments, Financial Advisory, Investment Advisory, Investment Strategies, Asset Allocation, High Net Worth..., Fixed Income, Capital Markets, Securities, Entrepreneurship, Derivatives, Wealth Management..., Financial Markets, Bonds, Estate Planning, Options, Financial Structuring, ETFs, Series 65, Personal Finance, Financial Planners, Business Valuation, 401k, Options Strategies, Stocks, Economics, Budgets, Personal Financial...

Education
University of Southern California - Marshall School of Business   2007 — 2009
MBA, Finance

College for Financial Planning   2013 — 2016
Certified Financial Planner (CFP) Professional Education Program

Northeastern University   1995 — 2000
BS, Sports Medicine/Athletic Training

Gregory Bolts Gregory Bolts Overland Park, Kansas Details
Gregory Bolts's Merrill Lynch Experience 2001 - 2005
Job Financial Advisor at Bolts Wealth Management LLC
Industry Financial Services
Experience
Bolts Wealth Management LLC   2010 - Present
Merrill Lynch   2001 - 2005
Merrill Lynch   2001 - 2005
Merrill Lynch   2001 - 2005
Mutual of Omaha  1979 - 2000

Skills
Strategic Financial..., Finance, Financial Analysis, Banking, Financial Modeling, Equities

Education
University of Missouri - Kansas City   1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

College for Financial Planning
Chartered Retirement Planning Couselor CRPC®

John A. Battista, CFP, CRPC John A. Battista, CFP, CRPC Newtown Square, Pennsylvania Details
John A. Battista, CFP, CRPC's Merrill Lynch Experience January 1979 - February 2012
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC  February 2012 - Present
Newtown square historical society   2012 - 2015
Newtown square historical society   2012 - 2015
Merrill Lynch   January 1979 - February 2012
WCAU CBS Phila   1975 - 1987

Skills
Retirement Planning, Asset Allocation, Retirement, Investment Strategies, Mutual Funds, Financial Advisory, 401k Rollovers, Saving for Education, Fixed Annuities, Bonds, Investments, IRAs, 401k, Securities, ETFs, Alternative Investments, Insurance, Estate Investment...

Education
College for Financial Planning   1980 — 1983
Certified Financial Planner (CFP) designation

La Salle University   1976 — 1979
Master of Business Administration (M.B.A.), Business/Managerial Economics

Saint Joseph's University   1970 — 1974
Bachelor's Science, Business/Managerial Economics

Marple Newtown High S chool

Douglas King Douglas King El Segundo, California Details
Douglas King's Merrill Lynch Experience July 1995 - January 2011
Job President & CEO at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC  March 2013 - Present
Cetera Advisor Networks LLC  April 2012 - February 2013
Bank of America  October 2009 - January 2011
Merrill Lynch   July 1995 - January 2011
Merrill Lynch   July 1986 - June 1995

Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Series 7, Strategic Financial..., Strategic Planning, Asset Allocation, Financial Advisory, Financial Analysis, Investment Advisory, Securities, Asset Management, Risk Management, Finance, Insurance, Equities, Team Building, Business Strategy, Sales Management, Management, Estate Planning, Business Planning, Banking, Public Speaking, Customer Service, Mutual Funds, Budgets, Coaching, Financial Planning, Leadership Development, Credit, Asset Managment, Change Management, Marketing Strategy, New Business Development, Project Planning, Negotiation, Fundraising, Hedge Funds, Series 63, Alternative Investments, FINRA, Nonprofits, Mergers & Acquisitions

Education
Carlson School of Management, University of Minnesota
Master of Business Administration (M.B.A.)

Virginia Polytechnic Institute and State University
Bachelor's Degree, Finance

Virginia Polytechnic Institute and State University
Bachelor's Degree, Management

College for Financial Planning   1986 — 1989
CFP, Certified Financial Planner

Lauren Herwitt, CFP® Lauren Herwitt, CFP® Manhattan Beach, California Details
Lauren Herwitt, CFP®'s Merrill Lynch Experience 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2015 - Present
Wells Fargo Advisors  April 2013 - March 2014
Wells Fargo Advisors  March 2007 - March 2013
Smith Barney  June 2005 - March 2007
Trilogy Financial Services  June 2004 - June 2005

Skills
Series 6, Series 7, Series 63, Series 66, Life and Health..., Certified Financial..., 200 hr. Yoga Alliance...

Education
University of California, Santa Barbara   1999 — 2003
Bachelor of Arts, Environmental Studies

College for Financial Planning   2007 — 2009
Certified Financial Planning Designation, CFP, Financial Planning and Services

Craig Moser, CFP®, CRPC® Craig Moser, CFP®, CRPC® Greensboro/Winston-Salem, North Carolina Area Details
Craig Moser, CFP®, CRPC®'s Merrill Lynch Experience September 2006 - June 2012
Job Senior Portfolio Manager, Financial Advisor, Registered Representative
Industry Financial Services
Experience
Maestro Wealth Advisors, LLC   October 2014 - Present
Maestro Wealth Advisors, LLC   July 2012 - Present
Merrill Lynch   September 2006 - June 2012
UBS Wealth Management  September 2000 - July 2006
Moser Financial Services   1992 - 1999

Skills
Retirement Planning, Investments, Retirement, Series 7, Asset Allocation, Wealth Management, Portfolio Management, Strategic Financial..., Mutual Funds, Uniform Combined State..., Financial Services, Wealth, Equities, Fixed Income, Derivatives, Hedge Funds, Asset Managment, Alternative Investments, Series 66, Financial Advisory, CRPC, CFP

Education
College for Financial Planning
Chartered Retirement Planning Counselor, Certified Financial Planner

The University of Texas at San Antonio
Pre-Medicine/Pre-Medical Studies

Wake Forest University
Psychology

Winston-Salem State University
Bachelor of Science (B.S.), Financial Planning and Services

Jeffrey Keiser Jeffrey Keiser Saint Louis, Missouri Details
Jeffrey Keiser's Merrill Lynch Experience September 2001 - February 2004
Job Wealth Strategist at U.S. Trust
Industry Financial Services
Experience
US Trust, Bank of America Private Wealth Management  February 2004 - Present
Merrill Lynch   September 2001 - February 2004
Edward Jones Trust Company  December 1995 - September 2001
UMB Bank  October 1988 - December 1995

Skills
Estate Planning, Trusts, Estate Tax Planning, Wealth Management, Wealth Management..., Retirement Planning, Investments, High Net Worth..., Strategic Financial..., Alternative Investments, Investment Advisory, Asset Protection, Securities, Asset Allocation, Series 7, Wills, Asset Managment, Investment Management, Trust Services, Private Banking, Investment Strategies, Private Equity, Long-term Care, Financial Planners, Insurance, Tax, Life Insurance, Succession Planning, Equities, Financial Advisory, Mutual Funds, Estate Law, Wealth, Personal Financial..., 401k, Financial Services, Planned Giving, Fixed Annuities, Charities, Inheritance Tax Planning, Fixed Income, Trust Management, Asset Management, Financial Planning

Education
College for Financial Planning   2002 — 2002
CRPC, Chartered Retirement Planning Counselor (CRPC)

College for Financial Planning   1990 — 1991
CFP, Certified Financial Planning

University of Missouri-Kansas City School of Law   1982 — 1985
JD, Law

University of Missouri-Kansas City   1978 — 1982
BA, Administration of Justice

Barbara Collins Barbara Collins Sacramento, California Area Details
Barbara Collins's Merrill Lynch Experience July 1983 - January 1992
Job
Industry Financial Services
Experience
Fidelity Investments  April 2010 - January 2014
Bedell Frazier Investment Counselling   July 2008 - March 2010
Charles Schwab  November 1996 - July 2008
Merrill Lynch   July 1983 - January 1992

Skills
Microsoft Word, Certified Financial..., Retirement Planning, Investments, 401k, IRAs, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities, Wealth Management, Customer Retention, Brand Ambassadors, Customer Service, Relationship Marketing, Relationship Management, Financial Services, Investment Strategies, Management, Retirement, Financial Planning, Strategic Planning, Portfolio Management

Education
College for Financial Planning

Diablo Valley College

Golden Gate University

Joseph J. Ossey, CRPS® Joseph J. Ossey, CRPS® Greater Chicago Area Details
Joseph J. Ossey, CRPS®'s Merrill Lynch Experience June 2008 - November 2009
Job Retirement Plan Specialist / Account Executive at The Principal Financial Group / Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group  February 2012 - Present
John Hancock Financial Services  September 2011 - January 2012
Morgan Stanley  November 2009 - August 2011
Merrill Lynch   June 2008 - November 2009
INEPT - Recording Artist   August 2005 - April 2008
US Bank  December 2004 - June 2007

Skills
CRPS, ERISA, Defined Benefit, Insurance, 401k, Financial Services, Retirement, Retirement Planning

Education
College for Financial Planning   2011 — 2011
Chartered Retirement Plans Specialist, Financial Planning and Services

Northern Illinois University   2005 — 2007
Bachelors, Business Management, Human Resources & Finance

College of DuPage   2002 — 2005
Associates, Business Management

Wesley Bangs Wesley Bangs Dallas/Fort Worth Area Details
Wesley Bangs's Merrill Lynch Experience July 2010 - December 2012
Job Financial Advisor
Industry Financial Services
Experience
Not currently approved yet   December 2012 - Present
Merrill Lynch   July 2010 - December 2012
Wells Fargo Advisors, LLC  April 2008 - July 2010
American Income Life  August 1999 - March 2008

Skills
Wealth Management, Retirement Planning, Insurance, Leadership Development, Retirement, Recruiting, Training, Investments, Sales, Strategic Financial..., Financial Planning

Education
College for Financial Planning   2008 — 2009
CRPC, Financial Planning and Services

Saint Paul College   1995 — 1999
Construction Electricity

Kent Dudley Kent Dudley Tampa/St. Petersburg, Florida Area Details
Kent Dudley's Merrill Lynch Experience April 2004 - September 2010
Job Broker Associate at Keller Williams Realty St. Petersburg
Industry Real Estate
Experience
Keller Williams Realty St. Pete  May 2012 - Present
Prudential Tropical Realty  September 2010 - May 2012
Merrill Lynch   April 2004 - September 2010

Skills
Investment Properties, Real Estate Transactions, Real Estate, First Time Home Buyers, Short Sales, REO, Foreclosures, Condos, Sellers, FHA, Relocation, Single Family Homes, New Home Sales, Buyer Representation, Listings, Sales, Negotiation, Investors, Investments, Referrals, Property, Townhomes, Vacation Homes, Residential Homes

Education
College for Financial Planning   1986 — 1989
CFP, Financial Planning and Services

Florida State University - College of Business   1981 — 1983
Bachelor's degree, Marketing

Ryan Miracle, CFP®, AIF® Ryan Miracle, CFP®, AIF® Charlottesville, Virginia Area Details
Ryan Miracle, CFP®, AIF®'s Merrill Lynch Experience 2004 - 2005
Job Weaver Wealth Advisors
Industry Financial Services
Experience
Weaver Wealth Advisors   April 2014 - Present
LPL Financial  2005 - April 2014
Merrill Lynch   2004 - 2005
A.G. Edwards & Sons, Inc.   2000 - 2004

Skills
IRAs, 401k Rollovers, Strategic Financial..., Uniform Combined State..., Long-term Care, Variable Annuities, Investment Advisory, Fixed Annuities, Asset Allocation, Financial Advisory, Retirement, Mutual Funds, Series 7, Wealth Management, Estate Planning, Life & Health Insurance..., Trust Services, Socially Responsible..., Indexed Annuities, Stocks, Bonds, LGBT Individual and..., Retirement Income..., Investments, Securities, Financial Services, Financial Planning, Finance

Education
College for Financial Planning

Virginia Polytechnic Institute and State University
Bachelor of Science (B.S.), Biology

Landon Yoshida, CRPC® Landon Yoshida, CRPC® Irvine, California Details
Landon Yoshida, CRPC®'s Merrill Lynch Experience December 2004 - May 2011
Job Wealth Manager at Apriem Advisors
Industry Investment Management
Experience
Apriem Advisors   June 2011 - Present
Merrill Lynch   December 2004 - May 2011
Transamerica Financial Advisors  March 1999 - December 2004

Education
University of Southern California   1996 — 2000
BS, Public Policy and Management

Punahou School   1990 — 1996

College for Financial Planning
CRPC®

Kevin Galvin Kevin Galvin United States Details
Kevin Galvin's Merrill Lynch Experience December 1983 - November 2002
Job First Vice President Investments PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  December 2014 - Present
UBS  November 2002 - December 2014
Merrill Lynch   December 1983 - November 2002

Skills
Risk Management, Strategic Planning, Insurance, Multi-Generational..., Investment Strategies, Business Owner Planning, Estate Planning, Financial Advisory...

Education
College for Financial Planning
CFP®, Financial Planning

Northwestern University - Kellogg School of Management
MBA

Spring Hill College
BS, Psychology

Cameron Kasteler, CFP® Cameron Kasteler, CFP® Greater Salt Lake City Area Details
Cameron Kasteler, CFP®'s Merrill Lynch Experience May 2013 - March 2015
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  March 2015 - Present
Merrill Lynch   May 2013 - March 2015
Merrill Lynch Private Banking & Investment Group  March 2005 - May 2013
Merrill Lynch   October 2003 - March 2005

Skills
Investments, Strategic Financial..., Retirement Planning, Asset Allocation, Certified Financial..., Investment Advisory, Retirement, Financial Analysis, Series 7, Personal Financial..., Mutual Funds, Wealth Management, Asset Management, Financial Advisory, Wealth Management..., Financial Planners, Personal Finance

Education
University of Utah - David Eccles School of Business   1996 — 2000
BS, Finance

College for Financial Planning   2010 — 2011
CRPC, Financial & Retirement Planning

Hyun Jordan Hyun Jordan Lynchburg, Virginia Area Details
Hyun Jordan's Merrill Lynch Experience September 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   September 2014 - Present
Bank of America  October 2011 - September 2014
Verizon Wireless  March 2008 - October 2011

Skills
Banking, Customer Satisfaction, Wireless, Retail Banking, Sales, Microsoft Office, Customer Experience, Credit, Customer Service, Retail, Team Leadership, Finance, Cross Selling, Relationship Management, Consumer Lending, Credit Cards, Deposits, Financial Services, Branch Banking, Time Management, Cold Calling, Marketing, Solution Selling, Sales Management, Telecommunications, Financial Analysis, Sales Process, Strategic Planning, Public Speaking, Sales Operations

Education
College for Financial Planning   2015 — 2018
Master's degree, Certified Financial Planner

Liberty University   2010 — 2014
Master's degree, Management & Leadership

Lynchburg College   2005 — 2008
Bachelor of Science (B.S.), Computer Science

Marina Michael, CRPC® Marina Michael, CRPC® New York, New York Details
Marina Michael, CRPC®'s Merrill Lynch Experience May 2012 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2012 - Present
Bolide Technology Group  July 2008 - February 2012

Skills
Uniform Combined State..., Series 7, FINRA, Securities, 401k Rollovers, Wealth Management, Asset Allocation, Investment Advisory, Client Relations Skills, Estate Planning, Retirement, Financial Advisory, Retirement Planning, Financial Goals, Strategic Financial..., Relationship Management, Wealth, Portfolio Management, Mutual Funds, Investment Strategies, Credit, Fixed Annuities, Bonds, Equities, Investments, Lines Of Credit, Loans, 401k, IRAs, Mortgage Lending

Education
College for Financial Planning   2012 — 2013

University of California, Riverside   2007 — 2011
BA, Political Science

Stephanie (Goodrich) Macpherson Stephanie (Goodrich) Macpherson Norfolk, Virginia Area Details
Stephanie (Goodrich) Macpherson's Merrill Lynch Experience 1996 - 2014
Job Vice President / Internal Sales Specialist for Wealth Management
Industry Investment Management
Experience
Relocated to Coastal Virginia   2015 - 2015
Merrill Lynch   1996 - 2014

Skills
Retirement Planning, Coaching, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Investments, Project Management, Strategic Financial..., Finance, Alternative Investments, Estate Planning, Investment Strategies, Portfolio Management, Sales, Marketing, Financial Services, Talent Management, Instructional Design, Life Insurance, Insurance, Securities Lending, Mortgage Lending, Financial Planning, Social Security, Liability Analysis, Lending Solutions, Liability Management, Structured Credit, Credit

Education
Harvard University

A Public University in the Midwest
Bachelor's Degree, and Honors College scholar

Regionally Accredited University in the Midwest
University Issued: Career Development Facilitator (CDF) Certificate, (Career Counselor / Career Coach / Career Advisor)

College for Financial Planning
AAMS - Accredited Asset Management Specialist, CRPC - Chartered Retirement Planning Counselor

Licenses, Designations and Certificates – Investments / Wealth Management / Financial Services / Banking Industry

Christopher Ratineri, C(k)P Christopher Ratineri, C(k)P New Haven, Connecticut Details
Christopher Ratineri, C(k)P's Merrill Lynch Experience May 2014 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2014 - Present
Merrill Lynch   March 1999 - Present
Merrill Lynch   2005 - 2007
US Navy  July 1987 - October 1995

Skills
Investments, Insurance, Equities, Retirement Planning, Options, Credit, Mortgage Lending, 401k, 401k Rollovers, Bonds, Municipal Bonds, Fixed Annuities, Uniform Combined State..., Series 7, Series 63, Mutual Funds, Portfolio Management, Financial Advisory, Wealth Management, Asset Allocation, Fixed Income, Asset Management, Investment Advisory, Alternative Investments, Strategic Planning

Education
UCLA Anderson School of Management   2012 — 2014
Certified 401(k) Professional Designation Program, The Retirement Advisor University at UCLA

Pace University - Lubin School of Business   1999 — 1999
Fundamentals of Financial Planning

College for Financial Planning
Certified Financial Manager (CFM)

Quinnipiac University
CFP Certificant Program, Financial Planning and Services

Louis Nelson, CRPC® Louis Nelson, CRPC® Philadelphia, Pennsylvania Details
Louis Nelson, CRPC®'s Merrill Lynch Experience April 2012 - October 2012
Job Financial Solutions Advisor, AVP at Merrill Edge
Industry Photography
Experience
Merrill Edge  April 2013 - Present
Studio Omega Photography   February 2011 - Present
Merrill Lynch   April 2012 - October 2012
Morgan Stanley Smith Barney  2011 - 2011
HSBC Bank USA, N. A.   2005 - 2011
Wachovia Bank, N. A.   1986 - 2004
Mid-State Bank  1982 - 1986

Skills
Microsoft Office, Business Relationship..., Analytical Skills, Commercial Photography, Computer Literate, Retirement Planning, FINRA Series 7, 66, 6 &..., Life, Accident & Health..., Financial Sales, Adobe Photoshop, Canon EOS

Education
College for Financial Planning
CRPC® - Chartered Retirement Planning Counselor℠

Gwynedd Mercy University
Business Administration

American Institute of Banking
Commercial Lending

Pennsylvania State University
Economics/Arts & Sciences

Douglas Reeb, MBA, CRPC Douglas Reeb, MBA, CRPC The Villages, Florida Details
Douglas Reeb, MBA, CRPC's Merrill Lynch Experience March 2009 - January 2012
Job Financial Solutions Advisor at Bank of America Merrell Edge
Industry Financial Services
Experience
MetLife of North Central Florida   January 2012 - Present
Merrill Lynch   March 2009 - January 2012
ERA  November 2003 - March 2009
Reeb Inc.   November 1989 - September 2003

Skills
Protecting and..., Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Insurance, Investments, Asset Management, Portfolio Management, Public Speaking, Risk Management, Asset Allocation

Education
College for Financial Planning   2011 — 2011
CRPC, Chartered Retirement Planning Counslor

Saint Leo University   1996 — 2001
MBA, Specialization in management

Santa Fe Community College   1996 — 1998
AA, Business Adminastration

Jim Eckel Jim Eckel Orange County, California Area Details
Jim Eckel's Merrill Lynch Experience June 1983 - September 1988
Job Fin Tech Entreprenuer, Author, Philanthropic Planner
Industry Financial Services
Experience
FA Technologies LLC   January 2015 - Present
Heritage Museum of Orange County  September 2013 - March 2015
Planned Giving Round Table of Orange County   January 2014 - December 2014
USS MIDWAY Museum  April 2008 - August 2013
The Village Gourmet/San Clemente Cooking School   January 2003 - January 2008
San Clemente Downtown Business Association   2007 - 2008
Transamerica  1998 - 2003
Saddleback Community College  1998 - 2000
New York Life Insurance Company  September 1990 - September 1993
Merrill Lynch   June 1983 - September 1988

Skills
Planned Giving, Charities, Public Speaking, Gifts, Fundraising, Stewardship, Annual Giving, Estate Planning, Non-profits, Grants, Fundraisers, Grant Writing, Philanthropy, Endowments, Charitable Trusts, Board Development, Charitable Gift Planning, Volunteer Management, Prospect Research, Nonprofits, Trusts, Leadership, Museums, Major Gift Development, Community Outreach, Program Development, Moves Management, Program Management, Public Relations, Alumni Relations, Non-profit..., Capital Campaigns, Non-profit Board..., Raiser's Edge, Board Relations, Resource Development, Private Foundations, Foundations, Proposal Writing

Education
Saddleback College   2010 — 2014
Certificate of Accomplishment, Travel and Tourism Department

Western State University College of Law   1993 — 1997
Juris Doctor (J.D.), Law

College for Financial Planning   1985 — 1988
Certified Financial Planner, Financial Planning and Services

California State University- East Bay   1978 — 1980
Bachelor's Degree, Finance

Edward Cusick Edward Cusick South Yarmouth, Massachusetts Details
Edward Cusick's Merrill Lynch Experience Financial AdvisorMerrill LynchFinancial AdvisorJanney Montgomery Scott LLCAugust 2000 - August 2010
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   Financial AdvisorMerrill LynchFinancial AdvisorJanney Montgomery Scott LLCAugust 2000 - August 2010

Education
College for Financial Planning
Accredited Wealth Management Advisor

Kimberly Rule Kimberly Rule Dallas, Texas Details
Kimberly Rule's Merrill Lynch Experience February 2009 - November 2010
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   October 2014 - Present
Citi Private Wealth Management   February 2013 - October 2014
LPL Financial  November 2010 - February 2013
Merrill Lynch   February 2009 - November 2010
Banc of America Investments  February 2009 - November 2010
Wachovia, A Wells Fargo Company  December 2004 - February 2009
Independent Insurance Agent  June 2002 - December 2004
Morgan Stanley  1997 - 2002
Exxon Corporation  1990 - 1997
Steak and Ale Restaurant Corporation   1984 - 1989

Skills
Investments, Securities, Retirement, Retirement Planning, High Net Worth..., Insurance, Mutual Funds, Financial Analysis, Wealth, Asset Allocation, Alternative Investments, Credit, Risk Management, Fixed Annuities, Term Life Insurance, Annuities, Bonds, 401k, FINRA, Options, Equities, Long Term Care, IRA's, Fixed Income, Pensions, Investment Strategies, Business Planning, Cash Management, Trading, Customer Relations, Employee Benefits, Compliance, Funding

Education
College for Financial Planning   2002 — 2011
Various

Jim Travis Jim Travis Greater Philadelphia Area Details
Jim Travis's Merrill Lynch Experience June 1998 - November 2000
Job First Vice President Wealth Management at UBS CERTIFIED FINANCIAL PLANNER™ and Financial Advisor
Industry Financial Services
Experience
UBS Financial Services Inc.  September 2011 - Present
Wells Fargo  September 2004 - September 2011
Morgan Stanley  November 2000 - September 2004
Merrill Lynch   June 1998 - November 2000
Wells Fargo  October 1994 - May 1998

Education
Dickinson College   1984 — 1988
BA, Policy & Management Studies/Economics

Temple University - Fox School of Business and Management   1994 — 1997
MBA, Finance

College for Financial Planning   2004 — 2005
CFP, Financial Planning

Matthew S. Brown, CRPC Matthew S. Brown, CRPC Greater Detroit Area Details
Matthew S. Brown, CRPC's Merrill Lynch Experience January 1999 - March 2009
Job Chartered Retirement Planning Counselor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial  April 2009 - Present
Merrill Lynch   January 1999 - March 2009
Merrill Lynch   June 1995 - December 1998

Education
College for Financial Planning

Milford High School

Polly Rosenstein,CFP® Polly Rosenstein,CFP® Washington D.C. Metro Area Details
Polly Rosenstein,CFP®'s Merrill Lynch Experience 1993 - 1993
Job President at Redstone Financial Advisors LLC
Industry Investment Management
Experience
FINRA  June 2009 - Present
Redstone Financial Advisors, LLC   January 2006 - Present
Redstone Financial Advisors LLC   January 2006 - Present
Merrill Lynch   1993 - 1993
Dean Witter Reynolds  1973 - 1987

Skills
Wealth Management, Investments, Mutual Funds, Portfolio Management, Estate Planning, Finance, Financial Services, Strategic Financial..., Securities, Wealth, Asset Managment, Retirement Planning, Investment Advisory, New Business Development, 401k, Management, Fixed Annuities, CRM, ETFs, Law Firms, Loans, Managerial Finance, Credit, Employee Benefits, Retirement, Life Insurance, Asset Management, Mortgage Lending, Banking, Series 7, Financial Advisory, Entrepreneurship, Risk Management, Disability Insurance, Financial Planners, IRAs, Personal Finance, Long-term Care, Asset Allocation, Series 63, Trusts, Investment Strategies, Financial Planning

Education
College for Financial Planning   2007 — 2010
Bachelor of Arts (B.A.), CFP Certification Professional Education Program

University of Mary Washington   1965 — 1969
B.A., English

Ed Schainker, CFP® Ed Schainker, CFP® Springfield, Illinois Area Details
Ed Schainker, CFP®'s Merrill Lynch Experience December 1982 - July 2009
Job Owner at Presentations Direct LLC
Industry Business Supplies and Equipment
Experience
Presentations Direct   February 2010 - Present
Merrill Lynch   December 1982 - July 2009

Skills
New Business Development, Strategic Planning, Sales, Sales Process, Sales Management, Business Planning, Marketing, Team Building, Marketing Strategy, Business Development, Direct Sales, Account Management, Business Strategy, Leadership, Selling, B2B, Financial Analysis, Strategic Financial..., Finance, Investments, Insurance, Advertising, Media Planning, Coaching, Banking, Retirement Planning, Investment Strategies, Business Owner Planning, Social Media Advertising, Brand Development, Budget Process, Economic Research, Interactive Whiteboard

Education
College for Financial Planning   1986 — 1988
CFP, Certified Financial Planning

Eden Theological Seminary   1976 — 1977
N/A, Theology/Religion

University of Missouri-Columbia   1971 — 1976
B.A., Psychology, Philosophy, Business Administration and Finance

Lawrence Rudolph Lawrence Rudolph Greater New York City Area Details
Lawrence Rudolph's Merrill Lynch Experience September 1995 - September 2000
Job Managing DirectorInvestment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  July 2014 - Present
Morgan Stanley Smith Barney  September 2006 - July 2014
UBS financial services  September 2001 - September 2006
Merrill Lynch   September 1995 - September 2000
Shearson Lehman Brothers  September 1984 - September 1995

Skills
Retirement Planning, Series 7, Wealth Management, Asset Management, Investments, Series 63, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Fixed Income, Portfolio Management, Financial Services, Strategic Financial..., Securities

Education
College for Financial Planning   2009 — 2010
crps, retirement planning

none   1986 — 1989

University of Hartford   1979 — 1983
bs, finance/insurance

scranton central high school   1976 — 1979

Lynette Sasso Twedt, CFP(R) Lynette Sasso Twedt, CFP(R) Greater Denver Area Details
Lynette Sasso Twedt, CFP(R)'s Merrill Lynch Experience August 1989 - December 1990
Job High Net Worth Associate Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  August 2014 - Present
Lockton Companies  July 2010 - April 2013
LT Wealth Advisors   August 2009 - July 2010
AIM Investments  May 1991 - June 2008
Merrill Lynch   August 1989 - December 1990
Shearson Lehman Brothers  August 1984 - July 1989

Skills
Professional Services, Investment Advisory, Series 7, Series 63, Fixed Annuities, Securities, Multilingual, Business Relationship..., Investment Management, Investments, Mutual Funds, Alternative Investments, Campaigns, Series 6, Asset Allocation, Spanish, Retirement Planning, Sales, Financial Advisory, Finance, 401k, Retirement, Wealth Management

Education
College for Financial Planning   2008 — 2009
Graduate, Financial Planning

The University of Texas at Austin   1983 — 1988
BBA, Finance

Rachel McDonough, CFP Rachel McDonough, CFP Greater Minneapolis-St. Paul Area Details
Rachel McDonough, CFP's Merrill Lynch Experience September 2002 - August 2009
Job Certified Financial Planner Professional, Speaker, Author
Industry Financial Services
Experience
Make Your Money Count, LLC   2007 - Present
Raymond James Financial Services, Inc.   August 2009 - September 2014
Merrill Lynch   September 2002 - August 2009

Skills
Strategic Financial..., Investments, Retirement, Financial Advisory, Portfolio Management, Securities, Strategic Planning, Investment Management, Public Speaking, Finance, Asset Management, Retirement Planning, Financial Planning, Estate Planning, Management, Mutual Funds

Education
College for Financial Planning   2004 — 2006
CFP, Financial Planning and Insurance, Retirement Planning, Investments, Estate Planning, Income Taxation

University of Wisconsin-River Falls

John Martoncik John Martoncik Greater Seattle Area Details
John Martoncik's Merrill Lynch Experience 2005 - 2009
Job Senior Regional Director at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  2014 - Present
Transamerica  2009 - 2014
Merrill Lynch   2005 - 2009
Citi  2002 - 2005
Paychex  1999 - 2002
Vestax Securities Corporation   1991 - 2002

Skills
Mutual Funds, Investments, Asset Managment, Separately Managed..., Alternative Investments, Tactical Asset..., Retirement Planning, Retirement Plan..., Wealth Management, Equities, Fixed Income, Series 7, Series 65, Series 6, Series 63, IRAs, Asset Management, 401k, Retirement, Fixed Annuities

Education
College for Financial Planning   2006 — 2006
CRPC®

Institute of Business & Finance (IBF)   2004 — 2004
CFS®

University of Central Missouri   1987 — 1991
Bachelor of Science in Business Administration

Theresa (Schnetz) Shuping, CFP®, CIMA® Theresa (Schnetz) Shuping, CFP®, CIMA® Sacramento, California Area Details
Theresa (Schnetz) Shuping, CFP®, CIMA®'s Merrill Lynch Experience March 2010 - Present
Job Wealth Management Specialist at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   March 2010 - Present
Blaylock Robert Van, LLC  July 2009 - March 2010
Thought to Action   March 2009 - June 2009
Ivy Funds  September 2007 - December 2008
Principal Funds  January 2007 - September 2007
WM Group of Funds  May 2004 - December 2006
WM Financial Services  1996 - 2004
ASB Financial Services   1996 - 1997
First Interstate Investments   1994 - 1996
James Mitchell and Co.   1989 - 1994

Education
College for Financial Planning   1986 — 1989
CFP

University of Illinois at Urbana-Champaign - College of Business   1981 — 1985

Palatine High School

Helene Mazur, MBA, CFP®, PCC Helene Mazur, MBA, CFP®, PCC Princeton, New Jersey Details
Helene Mazur, MBA, CFP®, PCC's Merrill Lynch Experience January 1996 - March 2000
Job Leadership & Business Coach, Strategic Planning, Meeting Facilitator, Teams, Partnerships, Board Strategies, Transitions
Industry Management Consulting
Experience
Princeton Performance Dynamics   March 2000 - Present
ClientWise LLC  November 2007 - Present
Net Expat  October 2011 - Present
Merrill Lynch   January 1996 - March 2000
Bankers Trust Company  February 1989 - March 1996
Dean Witter Reynolds  January 1983 - January 1989
Electronic Data Systems  January 1980 - December 1982

Skills
Executive Coaching, Leadership Development, Coaching, Strategy, Nonprofits, Career Counseling, Strategic Planning, Leadership, Executive Development, Small Business, Marketing Strategy, Organizational..., Consulting, Team Building, Personal Development, Management Consulting, Public Speaking, Workshop Facilitation, Cross-functional Team..., Change Management, Organizational..., Entrepreneurship, Strategy Facilitation, Personal Strategic..., Retreat Facilitation, Business Planning, Strategic Planning..., Meeting Planning, Change Leadership, Team Leadership, New Business Development, Client Relationship..., Speaking Engagements, Leadership Communication, Time Management, Family Business, Strategic Thinking, Organizational Change, Mentoring, Large Group Facilitation, Problem Solving, Business Strategy, Organizational..., Teamwork, Employee Engagement, Strategy Development, Planning, meeting facilitation, Trusted Advisor, Emotional Intelligence

Education
College for Financial Planning   1990 — 1995
CFP, Financial Planning

New York University - Leonard N. Stern School of Business   1985 — 1989
MBA, Finance

University at Albany, SUNY   1976 — 1979
BS, Marketing

John Molinelli John Molinelli Princeton, New Jersey Details
John Molinelli's Merrill Lynch Experience August 2011 - April 2013
Job Wealth Advisor at Sheehy Associates
Industry Financial Services
Experience
Merrill Lynch   August 2011 - April 2013
David Lerner Associates, inc.   September 2010 - August 2011
Wells Fargo  February 2009 - September 2010
Bristol-Myers Squibb  June 2007 - September 2007
Merrill Lynch   June 2004 - August 2004

Skills
Investments, Securities, Credit, Excel, Financial Reporting, Insurance, Finance, Portfolio Management, Strategic Financial..., Microsoft Excel, Corporate Finance

Education
The College of New Jersey   2004 — 2008
Bachelor of Science, Finance

College for Financial Planning
Certified Financial Planner (CFP®) Designation Program, Financial Planning, Insurance and Estate Planning, Investments

John Vincent, CFP® John Vincent, CFP® Greater Chicago Area Details
John Vincent, CFP®'s Merrill Lynch Experience December 1988 - October 1997
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James  December 2009 - Present
A.G. Edwards   October 1997 - December 2009
Merrill Lynch   December 1988 - October 1997

Skills
Investments, Financial Advisory, Retirement Planning, Fixed Annuities, Securities

Education
Northern Illinois University
Bachelor of Science (B.S.), Secondary Education

College for Financial Planning
Certified Financial Planner

Steve Diol, CRPC® Steve Diol, CRPC® Greater Chicago Area Details
Steve Diol, CRPC®'s Merrill Lynch Experience June 1999 - January 2009
Job Associate Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  January 2009 - Present
Merrill Lynch   June 1999 - January 2009
Sealed Air Corporation  February 1994 - June 1999
Wallace Computer Services  July 1989 - February 1994

Skills
Retirement Planning, Investments, Retirement, Asset Allocation, Securities, Wealth Management, Mutual Funds, 401k Rollovers, Investment Planning

Education
College for Financial Planning   2009 — 2010
Accredited Domestic Partnership AdvisorSM

College for Financial Planning   2007 — 2008
CRPC ®, Chartered Retirment Planning Counselor®

Keller Graduate School of Management of DeVry University   1997 — 1999
MBA, Business Adminstration

Illinois State University   1985 — 1989
BS, Finance and Business Administration

Buffalo Grove High School   1981 — 1985

Brian O. Butler Brian O. Butler Houston, Texas Area Details
Brian O. Butler's Merrill Lynch Experience June 2010 - August 2012
Job Vice PresidentInvestments / Private Client Advisor at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC   September 2012 - Present
Merrill Lynch   June 2010 - August 2012
Bank of America  January 2005 - April 2009
Bank of America  April 2005 - April 2008
Countrywide Home Loans  June 2004 - March 2005
Washington Mutual  January 2001 - January 2004

Skills
Series 7, Series 63, Series 65, Life Insurance, Health Insurance

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2013 — 2015
Executive Certificate in Financial Planning, Financial Planning

University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), MANAGEMENT

Lamar High School

College for Financial Planning   2011 — 2011
Chartered Retirement Planning Counselor, Retirement Planning

National Academy of Sports Medicine   2009 — 2009
CPT, PES, Fitness Training

Keith Fallis, Certified Financial Planner® Keith Fallis, Certified Financial Planner® Santa Fe, New Mexico Details
Keith Fallis, Certified Financial Planner®'s Merrill Lynch Experience January 1999 - May 2002
Job Vice President Wealth Management, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   May 2002 - Present
Merrill Lynch   January 1999 - May 2002
Universal Music Publishing Group  1997 - 1999

Education
College for Financial Planning   2009 — 2011
Certified Financial Planner designation, Financial Planning and Services, Certified

University of Phoenix   2008 — 2010
Bachelor's Degree, Global Business Management, 4.0

Musicians Institute   1988 — 1989
Certificate of completion, Jazz/funk/rock drumming, Afro-cuban rhythms., N/A: completion or not; I completed

Greg Mayeux, CFP® Greg Mayeux, CFP® Dayton, Ohio Area Details
Greg Mayeux, CFP®'s Merrill Lynch Experience 1997 - 2001
Job CERTIFIED FINANCIAL PLANNER™ Practitioner I Expert in Financial Planning for Business Owners, Families & Family Offices
Industry Financial Services
Experience
UBS Wealth Management  April 2013 - Present
Morgan Stanley Smith Barney  2001 - April 2013
Merrill Lynch   1997 - 2001

Education
College for Financial Planning   2007 — 2007

University of Pennsylvania   2001 — 2001

Wright State University   1991 — 1995
BS, Business

Texas A&M University   1990 — 1991

Samuel W. Baynes Samuel W. Baynes Cincinnati Area Details
Samuel W. Baynes's Merrill Lynch Experience 2011 - 2014
Job Financial Advisor
Industry Financial Services
Experience
Queen City Financial Advisors   2014 - Present
Merrill Lynch   2011 - 2014
Kemba Credit Union  April 2009 - December 2011
Farmers Insurance  March 2007 - April 2009
Baynes Contracting Inc.   June 1995 - March 2007

Skills
Strategy, Business Development, Insurance, Management, Sales, Finance, Portfolio Management, Project Planning, Credit, Banking, Loans, Risk Management, Leadership, Customer Service, Fixed Annuities, New Business Development, Marketing, Relationship Management, Strategic Planning

Education
Indiana Wesleyan University
Bachelors of Science, Business Administration

College for Financial Planning
Certified Financial Planning

University of Cincinnati
Information Technology

Vernice M. Bersche Vernice M. Bersche Tulsa, Oklahoma Area Details
Vernice M. Bersche's Merrill Lynch Experience May 1996 - Present
Job Assistant Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 1996 - Present
Bank of Oklahoma Securities Corp   December 1993 - May 1996
Sooner Federal Savings and Loan   1987 - 1993

Education
College for Financial Planning   2007 — 2007
CRPC, Financial Planning

Tulsa Community College   1976 — 1978

Roger Boyd, CFP Roger Boyd, CFP Greater New York City Area Details
Roger Boyd, CFP's Merrill Lynch Experience June 1980 - November 1981
Job Senior Vice PresidentWealth Management & Portfolio ManagerPortfolio Management Program at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS  February 2008 - Present
Morgan Stanley  December 1981 - February 2008
Merrill Lynch   June 1980 - November 1981

Skills
Customized Portfolio..., Tactical Asset..., Risk Averse Investing, Wealth Management, Estate Planning, Wealth Transfer Planning, Wealth Protection..., Charitable Gift Planning, Retirement Planning, Retirement Income..., Tax Planning, Business Succession..., 401(k) & Other..., Series 7, Series 63

Education
Wharton School, University of Pennsylvania   1998 — 1999
Investment Consultant, Portfolio Management

College for Financial Planning   1990 — 1992
Certified Financial Planner, Financial Planning and Services

Gannon University   1972 — 1976
Bachelor of Science (BS), Accounting and Finance

Cochranton Jr. Sr. HS   1968 — 1972
College Prep

Sean Keeley Sean Keeley Greater Chicago Area Details
Sean Keeley's Merrill Lynch Experience May 2011 - August 2011
Job Intern at CBRE
Industry Construction
Experience
CBRE  June 2015 - Present
Keeley Construction, Inc.   September 2014 - June 2015
BSC Private Wealth Management   June 2013 - September 2014
Indiana University  August 2010 - May 2013
Active Kidz Shanghai  June 2012 - August 2012
Merrill Lynch   May 2011 - August 2011
Keeley Construction, Inc.   2008 - 2010

Education
Indiana University Bloomington   2010 — 2013
Bachelor of Science (B.S.), Economics

College for Financial Planning   2013 — 2014
Accredited Wealth Management Advisor, AWMA®

Southern Methodist University   2009 — 2010
Finance, General

Edward I. Anderson III, CFP® Edward I. Anderson III, CFP® Alexandria, Virginia Details
Edward I. Anderson III, CFP®'s Merrill Lynch Experience August 2008 - December 2008
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments  November 2013 - Present
Wells Fargo  June 2013 - October 2013
Wells Fargo  August 2012 - June 2013
PNC  February 2009 - February 2012
Cary Street Partners  August 2008 - December 2008
Merrill Lynch   August 2008 - December 2008

Skills
Investments, Customer Service, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Finance, Public Speaking, Financial Services, Management, Certified Financial..., Asset Allocation, Portfolio Management, Insurance, Financial Planning, Mutual Funds, Equities, Fixed Income, Retirement Planning

Education
University of Mary Washington   2005 — 2008
Bachelor's degree, Business Administration

College for Financial Planning
CFP Professional Education Studies, Financial Planning and Services

Logan J. Reed, CFP®, CIMA®, CLU® Logan J. Reed, CFP®, CIMA®, CLU® Greater New York City Area Details
Logan J. Reed, CFP®, CIMA®, CLU®'s Merrill Lynch Experience December 2012 - October 2013
Job Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC  October 2013 - Present
Merrill Lynch   December 2012 - October 2013
Prudential Financial  October 2007 - December 2012

Skills
Retirement Planning, Investment Management, Wealth Management, Risk Management, Retirement Income, Pensions, Insurance, Business Planning, Wealth Transfer, Investment Planning, Long-term Care

Education
Providence College   2003 — 2007
Bachelor's Degree

University of Pennsylvania - The Wharton School   2014 — 2014
Executive Education - Certified Investment Management Analyst®

The American College   2013 — 2014

Kaplan University   2011 — 2012
CFP Board Registered Education Courses

College for Financial Planning   2011 — 2012
CRPC®

Lisa Lacayo Lisa Lacayo Indianapolis, Indiana Details
Lisa Lacayo's Merrill Lynch Experience May 2005 - June 2012
Job Wealth Management
Industry Financial Services
Experience
Morgan Stanley  June 2012 - Present
Merrill Lynch   May 2005 - June 2012
ABN AMRO Bank N.V.   May 2004 - May 2005

Skills
Asset Allocation, Wealth Management, Mutual Funds, Series 63, Alternative Investments, Retirement Planning, Equities, Portfolio Management, Fixed Income, Investment Advisory, Uniform Combined State..., Investment Strategies, Financial Modeling, Strategic Financial..., Hedge Funds, Bloomberg

Education
College for Financial Planning   2006 — 2006
Chartered Retirement Planning Counselor, Financial Planning and Services

Purdue University   2000 — 2004
Bachelor's degree, Finance, General

Jay Geaslen, CIMA®, C(k)P®, CRPC®, MBA Jay Geaslen, CIMA®, C(k)P®, CRPC®, MBA Atlanta, Georgia Details
Jay Geaslen, CIMA®, C(k)P®, CRPC®, MBA's Merrill Lynch Experience 1999 - 2013
Job Financial Advisor & Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2013 - Present
Merrill Lynch   1999 - 2013

Education
The Retirement Advisor University, UCLA
Certified 401k Professional C(k)P

College for Financial Planning   2006 — 2007
Chartered Retirement Planning Counselor (CRPC)

Wharton Business School   2004 — 2005
Certified Investment Management Analyst (CIMA)

Rensselaer Polytechnic Institute   1979 — 1981
Master of Business Administration (M.B.A.), Finance

The Ohio State University   1971 — 1976
Bachelor of Science (B.S.), College of Engineering, School of Architecture

Jeff Segerstrom, CFP Jeff Segerstrom, CFP Mondovi, Wisconsin Details
Jeff Segerstrom, CFP's Merrill Lynch Experience June 1999 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 1999 - Present
MassMutual Financial Group  January 1995 - June 1999
Lutheran Brotherhood  June 1985 - December 1994

Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Series 63, Equities, Fixed Income, Investment Strategies, Securities, Wealth Management..., Fixed Annuities, Estate Planning, Insurance

Education
College for Financial Planning   1993 — 1994
Certified Financial Planner, Estate Planning, Retirement Planning, Wealth Management Advisor

John Roche, CFP John Roche, CFP Fort Myers, Florida Area Details
John Roche, CFP's Merrill Lynch Experience March 1998 - March 2008
Job Poplar Forest Capital, LLC
Industry Financial Services
Experience
Poplar Forest Capital LLC   August 2015 - Present
Gabelli Funds   December 2013 - August 2015
Oppenheimer & Co.   November 2012 - November 2013
Thornburg Investment Management  March 2008 - October 2012
Merrill Lynch   March 1998 - March 2008

Skills
Series 63, Series 7, Mutual Funds, Series 24, Wealth Management, Alternative Investments, Retirement Planning, Asset Allocation, Investments, ETFs, Asset Managment, Hedge Funds, Investment Advisory, Fixed Annuities, Fixed Income, Retirement, Separately Managed..., Financial Advisory, Strategic Financial..., Wealth Management..., High Net Worth..., Life Insurance, 401k, 529 Plans, Certified Financial..., Investment Strategies, IRAs, Variable Annuities, Series 65, Portfolio Management, Bonds, Retirement Plan..., 401k Rollovers, Series 6, Investment Management, Structured Products, Securities

Education
Loyola University of Chicago   1988 — 1992
Bachelor of Science, Finance, General

College for Financial Planning
Certified Financial Planner

Jason J. Topi Jason J. Topi United States Details
Jason J. Topi's Merrill Lynch Experience June 2007 - February 2009
Job Vice President/Financial Consultant
Industry Financial Services
Experience
M. Griffith Investment Services, Inc.   November 2009 - Present
HSBC Securities  April 2009 - November 2009
Merrill Lynch   June 2007 - February 2009

Skills
Retirement, Estate Planning, Fixed Annuities, Financial Advisory, Investments, Investment Management, Financial Services, Small Business, Long Term Care Insurance, Health Insurance, Nonprofits, Equities, Wealth Management

Education
Hamilton College
Bachelor's degree, Political Science and Government

College for Financial Planning
Chartered Retirement Planning Counselor

Matt Manella, CFP® Matt Manella, CFP® Cherry Hill, New Jersey Details
Matt Manella, CFP®'s Merrill Lynch Experience 2002 - 2009
Job
Industry Financial Services
Experience
MassMutual Financial Group  April 2012 - Present
LPL Financial  2010 - 2011
Wachovia  2009 - 2010
Merrill Lynch   2002 - 2009
American Express Financial Advisors  2001 - 2002
Smith Barney  2001 - 2002
MFS Investment Management  2000 - 2001
Fidelity Investments  1999 - 2000
Various  1988 - 1999

Education
Gordon College   1993 — 1998
Bachelor of Arts, Biblical and Theological Studies; Minor: Marine Biology

College for Financial Planning   2000 — 2003
CFP®, Financial Planning

University of Maryland University College   2007 — 2009
Graduate Work, Accounting and Financial Management

Jerusalem University College (JUC) - Old City Jerusalem, Israel   1996 — 1997
Course Work, Biblical and Theological Studies

Sea Education Association (SEA) - Woods Hole, Massachusetts   1995 — 1996
Course Work, Marine Biology

Montana Wilderness School of the Bible (MWSB) - Augusta, Montana   1992 — 1993

St. Paul's (SP) - Brooklandville, Maryland   1989 — 1991

Valley Forge Military Academy & College   1988 — 1989

Casey J. Freeman, AAMS®, CRPC®, CSNA Casey J. Freeman, AAMS®, CRPC®, CSNA Worcester, Massachusetts Details
Casey J. Freeman, AAMS®, CRPC®, CSNA's Merrill Lynch Experience June 2006 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2006 - Present
Bank of America  2005 - 2006

Skills
Loans, Mortgage Lending, Credit, Banking, Wealth Management, Asset Management, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Securities, Series 7, Strategic Financial..., Asset Allocation, Finance, Financial Planning, Series 63

Education
College for Financial Planning   2010 — 2010
AAMS® and CRPC® Education

University of Tampa - John H. Sykes College of Business   1996 — 2001
Bachelor of Science (B.S.), Business/Managerial Economics

Andrew Heiges, CFP® Andrew Heiges, CFP® Doylestown, Pennsylvania Details
Andrew Heiges, CFP®'s Merrill Lynch Experience September 1996 - May 2011
Job Senior Director, Product Management
Industry Financial Services
Experience
TIAA-CREF  October 2012 - Present
Acumen Financial Services Consulting, LLC   May 2011 - October 2012
Oculus Partners, LLC   May 2011 - April 2012
Merrill Lynch   September 1996 - May 2011
Bank of America  1996 - May 2011
Deustche Bank  May 1999 - August 2000
Coopers & Lybrand  May 1995 - September 1996
The Vanguard Group  September 1989 - May 1995

Skills
Financial Planning, Retirement, Product Development, Management Consulting, Business Strategy, Project Management, Wealth Management, Investments, Financial Services, Portfolio Management, Asset Managment, Mutual Funds, Series 7, Retirement Planning, Financial Advisory, Equities

Education
La Salle University - School of Business Administration   1985 — 1989
BS, HR & Marketing

College for Financial Planning
CFP, Financial Planning

Durene Scott Durene Scott Palm Harbor, Florida Details
Durene Scott's Merrill Lynch Experience 1982 - 1984
Job Director of Client Relations at Bridgespan
Industry Financial Services
Experience
Bridgespan  February 2015 - Present
United Capital Financial Partners, Inc  May 2010 - January 2015
Invest Financial  1984 - 2000
Merrill Lynch   1982 - 1984

Skills
Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Investments, Strategic Financial..., Mergers & Acquisitions, Retirement, Asset Allocation, Securities, Financial Advisory, Estate Planning

Education
College for Financial Planning   1987 — 1989
CFP, Financial Planning

State University of New York at Buffalo - School of Management   1977 — 1981
BS, Management

Kent Thompson Kent Thompson Raleigh, North Carolina Details
Kent Thompson's Merrill Lynch Experience November 1992 - April 1998
Job Financial Advisor at Capitol Financial Solutions
Industry Financial Services
Experience
Capitol Financial Solutions  June 2013 - Present
Financial Directions Group   January 2009 - June 2013
First Allied Securities  2009 - June 2013
Sagemark Consulting  July 2002 - January 2009
Wachovia Bank  May 1998 - July 2002
Merrill Lynch   November 1992 - April 1998

Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Retirement, Strategy, Finance, Insurance, Long-term Care, Financial Planners, Tax, Analysis

Education
College for Financial Planning
Master of Science (M.S.), Financial Planning and Services

College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ practitioner, Financial Planning and Services

Western Carolina University   1975 — 1977
ABT Masters Degree, Clinical Psychology, Didn't finish my Thesis

St. Andrews Presbyterian College   1971 — 1974
BA, Psychology

UVA   1969 — 1971
none, Religion

Bobby Giles Bobby Giles Addison, Texas Details
Bobby Giles's Merrill Lynch Experience December 1991 - June 2010
Job Wealth Advisor
Industry Financial Services
Experience
USAA  August 2011 - Present
Merrill Lynch Investment Managers  June 2010 - August 2011
Merrill Lynch   December 1991 - June 2010
Merrill Lynch   November 2002 - September 2005
Merrill Lynch   2002 - 2004
Merrill Lynch   July 1996 - November 2000
Merrill Lynch   1993 - 1995

Skills
Management, Sales Management, Customer Service, Operations Management, Team Building

Education
College for Financial Planning   2013 — 2015
Master's degree, Personal Financial Planning

University of Phoenix   2005 — 2009
BS, Business Management

Western State Colorado University   1989 — 1991
Business

Bennett High school   1986 — 1989

Kathy Pederson Kathy Pederson Greater Milwaukee Area Details
Kathy Pederson's Merrill Lynch Experience April 2007 - December 2008
Job Executive MBA
Industry Investment Management
Experience
Jacobus Wealth Management   April 2009 - Present
Merrill Lynch   April 2007 - December 2008
Excel, University School, Homestead & Oak Creek High   September 1994 - June 2006
IBM  March 1975 - March 1987
Odyssey International Travel Service   May 1972 - March 1975

Skills
Wealth Management, Asset Allocation, Investment Management, Retirement Planning, Family Office, Investments, Finance, Financial Services, Portfolio Management, Wealth, Sales, Financial Advisory, Marketing, Mutual Funds, Securities, Strategic Planning

Education
College for Financial Planning   2003 — 2013
CFP modules, CRPC certification, Continuing Education

University of Wisconsin-Milwaukee - School of Business Administration   1980 — 1982
Executive MBA, Business

University of Wisconsin-Madison   1967 — 1972
BS, German, French, Education

Daniel Mullan Daniel Mullan Melville, New York Details
Daniel Mullan's Merrill Lynch Experience September 2007 - May 2009
Job New York Life
Industry Financial Services
Experience
New York Life Insurance Company  November 2014 - Present
Wells Fargo Advisors  May 2009 - October 2014
Merrill Lynch   September 2007 - May 2009
Raymond James Financial Inc.  February 2001 - September 2007

Skills
Finance, Leadership, Investments, Retirement Planning, Wealth Management, Financial Planning, Wealth, Retirement, Mutual Funds, Series 7, Financial Advisory, Life Insurance, Financial Services, Fixed Annuities, Insurance

Education
The American College   1998 — 2003
Finance

College for Financial Planning   2005 — 2007
Retirement Planning

Luciano Di Claro Luciano Di Claro Miami, Florida Details
Luciano Di Claro's Merrill Lynch Experience February 2005 - February 2006
Job First Vice President of Wealth Management at UBS
Industry Financial Services
Experience
UBS  December 2011 - Present
Wells Fargo Advisors  February 2008 - February 2011
HSBC  February 2007 - February 2008
Merrill Lynch   February 2005 - February 2006
Lloyds Banking Group  February 2003 - February 2005
Wells Fargo Advisors  February 1999 - February 2003

Education
Harvard University   2015 — 2018
MLA in General Management, General Management

College for Financial Planning   2007 — 2011
Master's Degree, Financial Planning and Services

Harvard Kennedy School of Government   2002 — 2002
Post Graduate, Behavioral Finance, Passed

Florida International University   1998 — 2001
Bachelor of Business Administration (B.B.A.), International Business

Chuck Reinemann Chuck Reinemann Clifton Park, New York Details
Chuck Reinemann's Merrill Lynch Experience February 2006 - May 2012
Job Wells Fargo Advisors Financial Network Reinemann Financial Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network  May 2012 - Present
Merrill Lynch   February 2006 - May 2012
Morgan Stanley Smith Barney Wealth Management   January 1994 - February 2006

Skills
Certified Investment..., Chartered Retirement..., Equities, Wealth Management, Portfolio Management, Asset Management, Wealth Management..., Financial Services, Management

Education
College of St. Rose   1983 — 1987
Bachelor's Degree, Finance/Music

University of Pennsylvania - The Wharton School   2004 — 2005
Certification: Certified Investment Management Analyst, Finance, General

College for Financial Planning   2005 — 2006
Certification: Chartered Retirement Planning Counselor, Retirement Planning

🇺🇸 John Beckett CRPC® 🇺🇸 John Beckett CRPC® Greater Philadelphia Area Details
🇺🇸 John Beckett CRPC®'s Merrill Lynch Experience 1992 - 2002
Job Executive Vice President, Beckett Wealth Management Group, VSR Financial, Cetera Financial
Industry Investment Management
Experience
VSR Financial Services, Inc   November 2006 - Present
Wachovia Securities  2002 - 2006
Merrill Lynch   1992 - 2002
Merrill Lynch   1983 - 1988

Education
Gettysburg College   1980 — 1984
Bachelor of Business Administration (B.B.A.), Economics & Finance

Holy Cross High School   1976 — 1980
College Preparatory

College for Financial Planning

Alexander Boswell Alexander Boswell Greater San Diego Area Details
Alexander Boswell's Merrill Lynch Experience July 2000 - April 2012
Job Senior Wealth Strategy Associate at UBS Financial Services, Inc. Private Wealth Management
Industry Financial Services
Experience
UBS Financial Services, Inc. - Private Wealth Management   April 2012 - Present
Merrill Lynch   July 2000 - April 2012
Raymond James Financial, Inc.   September 1996 - September 1999
American Express Financial Advisors  September 1992 - September 1995

Education
College for Financial Planning
Master of Science Finance, Financial Analysis

University of South Florida   1983 — 1988
Bachelor of Science, Marketing

Derek Christian, CAIA, CRPC Derek Christian, CAIA, CRPC Greater Chicago Area Details
Derek Christian, CAIA, CRPC's Merrill Lynch Experience
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  

Skills
Financial Planning and..., Risk & Debt Management, Alternative Investments, Business Services, Cash Flow Management, Credit & Lending, Managing Company Stock..., Tax Minimization, Philanthropic..., Retirement Planning, Estate Coordination, Inter-Generational..., Transition Counseling, Legacy Implemenation, Fixed Income Analysis, Equity Research Analysis, Hedge Funds, Commodities, Private Equity, Derivatives, Options Strategies, Fund Due Diligence, Cash Flow, Financial Advisory, Finance, Investment Management, Investment Strategies, Investments, Tax, Wealth Management, Commodity, Financial Planning, Asset Management

Education
Chartered Alternative Investment Analyst Association
Chartered Alternative Investment Analyst (CAIA), Private Equity, Hedge Funds, Commodities, Managed Futures, Real Assets, Structured Finance

College for Financial Planning
Chartered Retirement Planning Counselor, Retirement Planning

The American College
Investments, Financial Planning, Estate Planning, Tax Planning, Ins Planning, Retirement Planning

University of Illinois at Chicago
Finance, General

John Mulka John Mulka Toledo, Ohio Area Details
John Mulka's Merrill Lynch Experience April 2014 - June 2015
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones  June 2015 - Present
Merrill Lynch   April 2014 - June 2015
Toledo Mud Hens Baseball Club & Toledo Walleye Hockey Club   January 2003 - March 2014

Skills
Sports Management, Sports Marketing, Sports, Sponsorship, Event Management, Event Planning, Ticket Sales, Media Relations, Public Relations, Marketing, PowerPoint, Microsoft Word, Television, Sales, Time Management, Leadership, Social Media, Customer Service, Management, Cold Calling, Business Development, Facebook, Marketing Communications, Advertising, Social Networking, Marketing Strategy, Sponsorship Sales, Nonprofits, Public Speaking, Press Releases, Email Marketing, Fundraising, Account Management

Education
University of Michigan   1999 — 2003
B.A, Management and Communication

University of Toledo   2013 — 2015
MBA, Double Major - Marketing & Finance

College for Financial Planning   2015 — 2017
Certified Financial Planner (CFP)

John Neyer, LUTCF John Neyer, LUTCF Mansfield, Ohio Area Details
John Neyer, LUTCF's Merrill Lynch Experience 1995 - 1996
Job Independent Consultant and Coach to Financial Advisors and Executives
Industry Financial Services
Experience
Independent Consultant  April 2014 - Present
NestWise  January 2013 - September 2013
Waddell & Reed  November 2009 - January 2013
Ameriprise Financial  December 2007 - November 2009
Ameriprise Financial  2005 - 2007
Ameriprise Financial  2003 - 2005
Merrill Lynch   1995 - 1996
United States Marine Corps Reserve  1988 - 1994

Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Investments, Mutual Funds, Financial Advisory, Estate Planning, Retirement, Investment Advisory, Asset Allocation, 401k, Negotiation, Asset Management, Financial Services, Wealth, Finance, Leadership, Business Development, Series 63, Management, Training, Recruiting, Insurance, Investment Strategies, Financial Planners, Series 24, Series 65, Personal Finance, Personal Financial..., Wealth Management..., Investment Management, Entrepreneurship, Long Term Care Insurance, Financial Planning

Education
College for Financial Planning   1991 — 2008
CFP

Tennessee Temple University   1984 — 1986

Paul J. Cusma, CFP®, CRPC®, CIMA®, ChFC® Paul J. Cusma, CFP®, CRPC®, CIMA®, ChFC® Tampa/St. Petersburg, Florida Area Details
Paul J. Cusma, CFP®, CRPC®, CIMA®, ChFC®'s Merrill Lynch Experience 2003 - September 2011
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  September 2011 - Present
Merrill Lynch   2003 - September 2011

Skills
Retirement Planning, Series 7, Series 63, Wealth Management, Retirement, Wealth, Investment Management, Asset Management, Wealth Management..., Small Business, Finance, Asset Allocation, Financial Advisory, Financial Planning, Investment Advisory, Investments, Mutual Funds, Securities, Wealth Accumulation, Portfolio Management, Financial Services, Financial Analysis, Investment Strategies, Risk Management, Banking

Education
The American College   2014 — 2015
Chartered Financial Consultant

Investment Management Consultants Association   2010 — 2010
CIMA, Certified Investment Management Analyst

Wharton School, University of Pennsylvania   2010 — 2010
Investment Management

College for Financial Planning   2009 — 2009
CRPC, Chartered Retirement Planning Counselor

College for Financial Planning   2002 — 2003
CFP, Certified Financial Planner

Saint Leo University   2000 — 2002
MBA

University of South Florida   1995 — 1999
Undergraduate, Finance

Greg Krampe Greg Krampe Greater Minneapolis-St. Paul Area Details
Greg Krampe's Merrill Lynch Experience May 1999 - Present
Job First Vice President, CRPC at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 1999 - Present

Skills
Mutual Funds, Alternative Investments, Investments, Retirement Planning, Fixed Income Analysis, Asset Allocation, Wealth Management, Financial Advisory, Finance, Asset Management, Strategic Financial..., Series 63

Education
College for Financial Planning   2006 — 2006
Chartered Retirement Planning Counselor

University of Indianapolis   1995 — 1999
BS, Finance & Economics

Mel Tileston Mel Tileston Jacksonville, Florida Details
Mel Tileston's Merrill Lynch Experience 2005 - 2007
Job Vice President at Merrill EDGE
Industry Financial Services
Experience
Merrill Edge  2007 - Present
University of Phoenix  2006 - 2007
Merrill Lynch   2005 - 2007
Merrill Lynch   2000 - 2005
Merrill Lynch   1996 - 2000

Skills
Series 7, IRS Enrolled Agent, Uniform Combined State..., Retirement, Strategic Financial..., 401k Rollovers, IRAs, ETFs, Series 66, Series 9, Series 10, Certified Financial..., Personal Financial..., Income Tax, Retirement Planning, Investments, Socially Responsible..., Financial Advisory, Wealth Management, Personal Finance, Investment Advisory, Fixed Income, FINRA, Branch Management, Certified Public..., Estate Planning, Equities, Investment Strategies, Fixed Annuities, High Net Worth..., Relationship Management, Financial Planners, Finance, Series 63, Portfolio Management, Asset Allocation, 401k, Securities, Alternative Investments, Wealth Management..., Mutual Funds, Financial Services, Financial Planning, Asset Management, Leadership

Education
Regis University   1994 — 1996
Bachelor of Science, Business Administration:Management, 4.0 / 4.0

Regis University   1996 — 1998
Master of Business Administration (M.B.A.), Finance and Accounting / Information Systems, 3.769 / 4.0

College for Financial Planning   1996 — 1998
CFP(R), Financial Planning

College for Financial Planning   2002 — 2004
Master of Science in Financial Planning (MSFP), Graduate Degree in Financial Planning, 3.86 / 4.0

The American College   2000 — 2001
Chartered Financial Consultant (ChFC), Financial Planning

Ocean County College   1982 — 1986
Business Administration and Management, General

Brick Twp. High School   1978 — 1981

Mary DeLuca * Executive Resume Writer Mary DeLuca * Executive Resume Writer Greater New York City Area Details
Mary DeLuca * Executive Resume Writer's Merrill Lynch Experience June 2004 - March 2005
Job #1 Recommended Best Executive Resume Writer & Best Executive Resume Services for Finance & Wall St Executives
Industry Writing and Editing
Experience
Preferred Resume Group, LLC (212) 220.2587 / (239) 228.6284 / (516) 754.1433   May 2007 - Present
R.W. Pressprich   March 2005 - September 2007
Merrill Lynch   June 2004 - March 2005
Cosmopolitan Coach   June 1993 - December 2003
Donaldson, Lufkin & Jenrette (DLJ)   June 1982 - March 1993

Skills
Resume Writing, C-Level Resumes, Executive Resume Writer, Wall Street Resumes, Resumes for Finance..., LinkedIn Profiling, Cover Letters, Personal Branding, Career Services, Interview Preparation, Customer Satisfaction, Job Search, Career Counseling, Resume Critique

Education
Cornell University
Certification, Financial Management

College for Financial Planning
CMFC* (Inactive), Chartered Mutual Fund Counselor

Chuck Collins, AAMS® Chuck Collins, AAMS® Columbus, Georgia Details
Chuck Collins, AAMS®'s Merrill Lynch Experience 1994 - 2005
Job Detail oriented Wealth Management Advisor helping clients manage multigenerational wealth.
Industry Financial Services
Experience
Raymond James & Associates  2006 - Present
Raymond James Morgan Keegan  2006 - 2013
Merrill Lynch   1994 - 2005
Synovus  1983 - 1993

Skills
Wealth Management, Portfolio Management, Estate Planning, Investment Strategies, Retirement Plan..., Investment Management, Banking, Bonds, Employee Benefits, Risk Management, Retirement Planning, Life Insurance, Asset Allocation, Asset Based Lending, Small Business Lending, Municipal Bonds, Derivatives, Private Equity, Financial Modeling, Financial Analysis, Asset Management, Financial Services, Personal Budgeting, Series 65, Wealth Management..., Investment Banking, Retirement, Finance, Mutual Funds

Education
College for Financial Planning
Accredited Asset Management Specialist, AAMS®, Asset Management

Kaplan University
Wealth Management Specialist, Wealth Management

Columbus State University
BBA, Finance

Joe C. Boden, CFP® Joe C. Boden, CFP® Seattle, Washington Details
Joe C. Boden, CFP®'s Merrill Lynch Experience 1991 - 1993
Job Senior Financial Advisor at Conlon Dart Wealth Management
Industry Financial Services
Experience
Conlon Dart Wealth Management   2013 - Present
Fidelity Investments  1998 - 2012
Wells Fargo Securities  1996 - 1998
Bank of America  1993 - 1996
Merrill Lynch   1991 - 1993

Skills
Investments, Finance, Retirement Planning, Retirement, Strategic Financial..., Mutual Funds, Small Business, Asset Management, Financial Planning, Alternative Investments, Sales, Wealth Management, Estate Planning, Leadership, Investment Properties, New Business Development, Mortgage Lending, Real Estate, Certified Financial..., Portfolio Management, Investment Advisory

Education
College for Financial Planning
Professional, Financial Planning

Western Washington University
B.A., Finance, Marketing

Charmaine Turner Charmaine Turner Columbus, Ohio Area Details
Charmaine Turner's Merrill Lynch Experience October 2004 - June 2008
Job Certified Financial Planner
Industry Financial Services
Experience
Java's Cyber Espresso Bar - Gahanna   September 2010 - April 2012
Prudential Financial  March 2009 - September 2010
Chase  June 2008 - September 2008
Merrill Lynch   October 2004 - June 2008
McDonald Financial Group  October 1992 - October 2004

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Series 7, Retirement, Estate Planning, Mutual Funds, Investment Advisory, Fixed Annuities, Asset Allocation, Portfolio Management, Financial Advisory, Investment Strategies, Uniform Combined State...

Education
College for Financial Planning   1994 — 1998

Karl Spruill Karl Spruill Raleigh-Durham, North Carolina Area Details
Karl Spruill's Merrill Lynch Experience 1995 - 1998
Job Financial Advisor
Industry Financial Services
Experience
NCSECU  2012 - Present
Wake Technical Community College  2009 - 2010
TIAA-CREF  1999 - 2007
Fulcrum Financial Advisors   1998 - 1999
Merrill Lynch   1995 - 1998

Skills
Series 7, Series 24, Series 63, Series 65, Life Insurance, Financial Services, Health Insurance, Finance, Wealth Management, Relationship Management, Strategic Financial..., Investments, Investment Strategies, Equities, Mutual Funds, Retirement Planning, 401k, IRAs, Pensions, Employee Benefits, Fixed Annuities, Insurance, Asset Managment, Management, Loans, Retirement, Estate Planning, Leadership, Strategic Planning, Public Speaking, Process Improvement, Training, Customer Service, Banking, Team Building, Investment Advisory, Financial Analysis, Portfolio Management, Financial Advisory, Small Business, Uniform Combined State..., Risk Management, Asset Allocation, Microsoft Excel, Account Management, Mortgage Lending, Budgets, Hedge Funds, Long Term Care Insurance

Education
College for Financial Planning
Chartered Mutual Fund Counselor

College for Financial Planning
Certified Financial Planner

East Carolina University - College of Business

North Carolina State University

Shaw University

The American College
Chartered Financial Consultant (ChFC

Bryan Roquemore Bryan Roquemore San Antonio, Texas Area Details
Bryan Roquemore's Merrill Lynch Experience 2008 - 2010
Job Senior Business Analyst at USAA
Industry Research
Experience
USAA  April 2013 - Present
USAA  August 2010 - April 2013
Merrill Lynch   2008 - 2010
Cbeyond  2007 - 2008
KPMG Advisory  2006 - 2007

Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Banking, Investments, Credit Analysis, Insurance, Asset Managment, Due Diligence, Strategic Planning, Forecasting, Commercial Lending, Risk Management, Loans, New Business Development, Analysis, Portfolio Management, Accounting, Asset Management

Education
Sydney University   2004 — 2005
International Finance

College for Financial Planning
Chartered Retirement Planning Counselor and Accredited Asset Management Specialist

Texas Tech University
Bachelor of Business Administration (B.B.A.), Finance

austin high school

Peter Hannah CRPS Peter Hannah CRPS Orlando, Florida Area Details
Peter Hannah CRPS's Merrill Lynch Experience December 2011 - May 2013
Job Financial Advisor at Regal Securities
Industry Financial Services
Experience
Regal Securities   May 2013 - Present
Merrill Lynch   December 2011 - May 2013
Morgan Stanley  October 2010 - December 2011
deVere and Partners   January 2009 - October 2010
American Express  August 2006 - December 2008

Education
College for Financial Planning   2011 — 2012
Corporate Retirement Plan Specialist, Banking, Corporate, Finance, and Securities Law

FINRA   2011 — 2011
Series 7, 66, 3, Financial Services

Hong Kong Finance Authority   2009 — 2010
HKFA, Financial Regulatory papers

FSA Chartered Insurance Institute / Securities & Investment Institute   2009 — 2009
Stockbroker License, Securities & Derivatives, Investment Risk, Financial Protection, Retirement Planning

University of Liverpool   2002 — 2005
BA HONS

Winstanley College   1999 — 2001
A Levels, English, History, Media, Economics

St Bedes R.C high   1994 — 1999

Jeffrey Stevenson Jeffrey Stevenson Dayton, Ohio Details
Jeffrey Stevenson's Merrill Lynch Experience November 2006 - December 2008
Job Experienced Facility and Quality Assurance Manager
Industry Food Production
Experience
Uncle Jester's Fine Foods, LLC.   1998 - Present
Merrill Lynch   November 2006 - December 2008
McDonald Investments  July 2005 - November 2006
American Express Financial Adivsors   April 2000 - July 2005
Mead Fine Paper   September 1997 - December 1999

Skills
Strategic Planning, Product Development, Co-packing, Venture Capital, Business Development, Marketing, Food, Investments, Business Strategy, New Business Development, Business Planning, Entrepreneurship, Financial Analysis, Start-ups, Competitive Analysis, Management Consulting, Strategic Financial..., Marketing Strategy, Customer Service, Small Business, Negotiation, Team Leadership, Management, Account Management, Sales, Brand Development, Product Marketing, Leadership, Analysis, Finance, Sales Management

Education
University of California, Davis   2012 — 2013
Better Process Controls, Certified

College for Financial Planning   2006 — 2007
Certification, Chartered Retirement Planning Counselor

Wright State University   1997 — 1999
MBA, Management, Finance

The Ohio State University   1990 — 1995
BS, Food, Agriculture, and Environmental Science

Jeremy Bullock Jeremy Bullock Greater Minneapolis-St. Paul Area Details
Jeremy Bullock's Merrill Lynch Experience January 2008 - May 2011
Job CRPC, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  May 2011 - Present
Merrill Lynch   January 2008 - May 2011
Wells Fargo Home Mortgage  January 1996 - October 2005

Education
Northern Michigan University   1991 — 1995
Bachelor of Science

College for Financial Planning
CRPC, Chartered Retirement Planning Counselor

Laura H. Clark Laura H. Clark Mount Pleasant, South Carolina Details
Laura H. Clark's Merrill Lynch Experience June 2013 - Present
Job Resident Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2013 - Present
Merrill Lynch   November 2012 - Present
Merrill Lynch   June 2001 - Present
Merrill Lynch   July 2001 - November 2012
Financial Services Industry  April 1994 - June 2001

Skills
Retirement Planning, Leadership, Asset Allocation, Wealth Management, Strategic Financial..., Investments, Portfolio Management, Estate Planning

Education
College for Financial Planning   2005 — 2006
CRPC, Retirement Planning

Queens University of Charlotte   1999 — 2001
CFP, Financial Planning

Hollins University   1990 — 1992
BA, English, Economics

Mark Albers, CRPC® Mark Albers, CRPC® Greater Los Angeles Area Details
Mark Albers, CRPC®'s Merrill Lynch Experience February 2009 - December 2011
Job President & CEO at Albers & Associates Consulting, LLC and CoOwner True North Partners Consulting
Industry Financial Services
Experience
Albers & Associates Consulting, LLC   January 2012 - Present
True North Partners Consulting, LLC   January 2013 - Present
Merrill Lynch   February 2009 - December 2011
Merrill Lynch   February 2008 - February 2009
Merrill Lynch   March 2007 - February 2008
Morgan Stanley  December 2004 - March 2007
Morgan Stanley  April 2003 - December 2004
Morgan Stanley  March 2002 - April 2003
Morgan Stanley  August 2000 - March 2002
Morgan Stanley  June 1998 - August 2000

Skills
Wealth Management, Retirement Planning, Financial Advisory, Series 7, Career Counseling, Executive Search, Financial Planning, Compliance, Investment Strategies, Leadership Development, Sales Management, Executive Management, Series 8, Series 3, Series 4, Series 65, Strategic Financial..., Investment Advisory, FINRA, Estate Planning, Alternative Investments

Education
College for Financial Planning   2011 — 2011
Chartered Retirement Planning Couselor

Wharton School, University of Pennsylvania - Morgan Stanley Senior Branch   2001 — 2002
Executive Education, Morgan Stanley Senior Branch Management Program

Royal Military College of Canada/Collège militaire royal du Canada   1980 — 1985
BAdm, Business

Jennelle Chorak Jennelle Chorak Pueblo, Colorado Area Details
Jennelle Chorak's Merrill Lynch Experience May 1999 - September 2000
Job Senior Financial Consultant at Security Service Federal Credit Union
Industry Investment Management
Experience
Security Service Investment Group   April 2010 - Present
Morgan Stanley Smith Barney  July 2005 - April 2010
Wells Fargo Bank  February 2002 - July 2005
Merrill Lynch   May 1999 - September 2000

Skills
Series 7, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Wealth Management, Uniform Combined State..., Investment Advisory, Retirement, Portfolio Management, Asset Allocation, Banking, Financial Advisory, Investment Management, 401k, Series 65, Insurance, Fixed Annuities, Risk Management, 401k Rollovers, IRAs, Roth IRA, Personal Financial..., Life Insurance, Fixed Income, Variable Annuities, Finance, Financial Planning

Education
College for Financial Planning   2006 — 2007
Chartered Retirement Plans Specialist

Colorado State University-Pueblo   2002 — 2003
Economics

Susan S. Sadr, CRPC®, ADPA Susan S. Sadr, CRPC®, ADPA Lexington, Kentucky Area Details
Susan S. Sadr, CRPC®, ADPA's Merrill Lynch Experience January 1999 - Present
Job Vice PresidentWealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 1999 - Present

Skills
Bilingual, Wealth Management..., Estate Planning, Insurance, Business, Financial Advisory, Investments, Retirement, Mortgage Lending, Wealth, Fixed Income, Wealth Management, Investment Advisory, Retirement Planning, Options, Series 7, Financial Analysis, Due Diligence, Asset Allocation, Series 63, Securities, Mutual Funds, Asset Management, Investment Strategies, Alternative Investments, Finance, Uniform Combined State..., FINRA

Education
University of Kentucky
B.A, POLITICAL SCIENCE

College for Financial Planning

Jermaine D. Edwards, CFP® Jermaine D. Edwards, CFP® King Of Prussia, Pennsylvania Details
Jermaine D. Edwards, CFP®'s Merrill Lynch Experience October 2010 - August 2012
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  December 2013 - Present
Fidelity Investments  August 2012 - December 2013
Merrill Lynch   October 2010 - August 2012
Morgan Stanley Smith Barney  February 2008 - October 2010
Community First Fund  July 2006 - January 2008
Sterling Financial Corporation  2003 - 2006

Skills
Retirement Planning, Estate Planning, College Education..., 401k Rollovers, Certified Special Needs..., Chartered Retirement..., Wealth Management

Education
Susquehanna University   1999 — 2003
B.A., Information Systems & Accounting

The American College   2011 — 2012
Financial Planning

College for Financial Planning   2010 — 2011
Retirement Planning

Jimmie Hilton, PMP Jimmie Hilton, PMP Hilton Head Island, South Carolina Details
Jimmie Hilton, PMP's Merrill Lynch Experience 2000 - 2001
Job Risk Management at CoastalStates Bank
Industry Banking
Experience
CoastalStates Bank  Lieutenant Colonel
1 CAV DIV   2011 - 2012
MaxHil LLC, dba Marble Slab Creamery   2003 - 2005
Prudential Financial  2001 - 2003
Merrill Lynch   2000 - 2001
Synovus Financial Corporation  1995 - 2000
US Army  1987 - 1995

Skills
Risk Management, Finance, Strategic Planning, Leadership, Management, Banking, Loans, Team Building, Credit, Financial Analysis, Program Management, Financial Risk, Customer Service, Insurance, Risk Analysis, MIS, Mortgage Lending, Operations Management, Training, Credit Analysis, Project Management, Leadership Development, Process Improvement, Portfolio Management, Sales, Business Strategy, Team Leadership, Crisis Management, Risk Assessment, Financial Modeling, Enterprise Risk..., Microsoft Office, Analysis, Operational Risk..., Investments, Budgets, Business Development, Mergers & Acquisitions, Executive Management

Education
US Army Civil Affairs Qualification Course   2011 — 2011
Civil Affairs

US Army Command & General Staff College   2008 — 2010
ILE

College for Financial Planning   1998 — 2000
Certificate, Financial Planning

Texas Tech University   1982 — 1987
BA, Advertising

David Haraway David Haraway Colorado Springs, Colorado Details
David Haraway's Merrill Lynch Experience July 2005 - April 2011
Job Certified Financial Planner ®
Industry Financial Services
Experience
Substantial Financial   August 2012 - Present
Bremer Investment Services   April 2011 - August 2012
Merrill Lynch   July 2005 - April 2011
Colorado College  July 1999 - June 2005
Dartmouth College  July 1989 - June 1999
EF Hutton  July 1983 - June 1989

Skills
Strategic Financial..., Investments, Alternative Investments, 401k, Financial Modeling, Investment Advisory, Wealth Management, Retirement Planning, Asset Managment, Corporate Finance, Risk Management, Wealth, Investment Strategies, Securities, Public Speaking, Nonprofits, Finance, Fundraising

Education
College for Financial Planning   2007 — 2007
CRPC, Chartered Retirement Planning Counselor

Plymouth State University   1991 — 1994
MBA, Finance

College for Financial Planning   1986 — 1988
CFP, Financial Planning

Dartmouth College   1973 — 1977
AB, Earth Science

Terrence McKelvey, CFP® ChFC® Terrence McKelvey, CFP® ChFC® Buffalo/Niagara, New York Area Details
Terrence McKelvey, CFP® ChFC®'s Merrill Lynch Experience September 2009 - April 2011
Job Senior Vice President Investments at The Mutual Fund Store | FeeOnly Fiduciary
Industry Investment Management
Experience
The Mutual Fund Store  January 2013 - Present
KeyCorp  April 2011 - March 2012
Merrill Lynch   September 2009 - April 2011
HSBC  February 2006 - December 2008
Citi  May 2003 - February 2006
American Express Financial Advisors  February 2001 - May 2003

Skills
Mutual Funds, Investments, Retirement Planning, Asset Allocation, Portfolio Management, Investment Advisory, Finance, Asset Management, Banking, Wealth Management, Securities, Risk Management, Equities, Financial Advisory, Leadership, Estate Planning, Marketing, Management, 401k, Separately Managed..., Roth IRA, Traditional IRA, SEP IRA, 403 b, Simple IRA, Registered Investment..., 401k Rollovers, Tactical Asset..., Financial Planning, 457 Plans, Retirement

Education
Lincoln University   1995 — 2000
Bachelor of Science (BS), Economics

Amherst Highschool

College for Financial Planning

St. Joseph's Collegiate Institute

The American College

John Thompson John Thompson Mobile, Alabama Area Details
John Thompson's Merrill Lynch Experience 1993 - 2003
Job Senior Financial Advisor, Managing Partner at Thompson Wealth Management & Life Planning, Inc.
Industry Financial Services
Experience
Thompson Wealth Management and Life Planning, Inc.   March 2003 - Present
Merrill Lynch   1993 - 2003

Skills
Estate Planning, Investments, Series 7, Securities, Small Business, Financial Services, Finance, Certified Financial..., Management, Personal Financial..., Personal Finance, Retirement Planning, Portfolio Management, Wealth Management, Asset Allocation, Strategic Financial..., Financial Analysis, Mutual Funds, Retirement, Series 63, Financial Advisory, 401k, Financial Planning, Fixed Annuities, Investment Advisory, Strategic Planning

Education
College for Financial Planning   2000 — 2001
CFP, Certifed Financial Planner

The American College   2003 — 2003
CLU, Charted Life Undewriter

University of South Alabama   1987 — 1991
Bachelor of Science (BS), Finance

David Silvia, CFP® David Silvia, CFP® New Bedford, Massachusetts Details
David Silvia, CFP®'s Merrill Lynch Experience January 1994 - January 1997
Job Financial Planner
Industry Investment Management
Experience
Barry Investment Advisors   February 2015 - Present
Fidelity Investments  January 2014 - February 2015
Fidelity Investments  January 2011 - January 2014
Corrigan Financial, Inc.   June 2002 - January 2011
Corrigan Financial, Inc.   June 2002 - January 2011
RPW Investments, LLC.   1999 - 2002
Charles Schwab & Co., Inc.   January 1997 - January 1999
Merrill Lynch   January 1994 - January 1997
St. Paul Insurance  January 1991 - January 1993
Third Beach Club   1981 - 1986

Skills
Investments, Portfolio Management, Securities, Series 7, Asset Allocation, Finance, Wealth Management, Investment Advisory, Retirement Planning, Financial Planning

Education
University of California, Santa Barbara   1986 — 1990
Bachelor of Arts, Political Science; International Affairs

College for Financial Planning
CFPE - Certified Financial Planner Program

Rhode Island College   2012 — 2013
Financial Planning and Services

University of Rhode Island
Post Baccalaureate (Non Degree Program), Pre Medicine

Middletown High School   1984 — 1986
Diploma

Oakton High School   1982 — 1984

Howard Jeffrey Spivack, MS, CFP®, AAMS® Howard Jeffrey Spivack, MS, CFP®, AAMS® Greater Philadelphia Area Details
Howard Jeffrey Spivack, MS, CFP®, AAMS®'s Merrill Lynch Experience 1995 - 1997
Job SVP, Head of Wealth Planning at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott  July 2008 - Present
Ryan Beck & Co., Inc   February 2002 - July 2008
Gruntal & Co  December 1997 - February 2002
Merrill Lynch   1995 - 1997
Wheat First Butcher And Singer   1987 - 1996

Skills
Financial Planning, Retirement Planning, Series 7, Portfolio Management, Succession Planning, Asset Management, Investments, Investment Strategies, Insurance, Compliance, Investment Advisory, Securities, Asset Allocation, Wealth Management, Retirement, Equities, Mutual Funds, Estate Planning, Team Building, Coaching, Vendor Management, Talent Management, Leadership Development, Product Management, Sales Management, Financial Advisory, Strategic Financial..., Financial Planners, Certified Financial..., Personal Financial..., Holistic Financial..., Trust Services, Financial Services, Asset Managment, ETFs, Alternative Investments, Wealth, FINRA, Series 65, Wealth Management..., Series 24, 401k, Separately Managed..., Investment Management, Uniform Combined State..., Bonds, Fixed Annuities, Variable Annuities, High Net Worth..., Fixed Income

Education
College for Financial Planning   2008 — 2011
Masters, Personal Financial Planning - Completed 8/2011

Drexel University   1984 — 1987
BS, Finance, Economics, Marketing

George School   1978 — 1985

University of Delaware   1982 — 1984

Whit Mulford Whit Mulford Charlotte, North Carolina Area Details
Whit Mulford's Merrill Lynch Experience June 2008 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2008 - Present
Morgan Keegan  November 2004 - June 2008

Skills
Investment Advisory, Portfolio Management, Management, Investments, Investment Strategies, Wealth Management, Wealth

Education
University of Tennessee-Knoxville   1991 — 1994

Hampden-Sydney College   1989 — 1991

Webb School of Knoxville   1986 — 1989

College for Financial Planning
A.A.M.S; C.S.N.A

Derek Keller Derek Keller Wichita, Kansas Area Details
Derek Keller's Merrill Lynch Experience September 2010 - Present
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Lynch   September 2010 - Present
AXA Advisors  July 2006 - September 2010
Wichita State University  1993 - 2006

Skills
Investments, Financial Services, Estate Planning, Retirement, Marketing, Financial Advisory, Social Networking, Public Speaking, Finance, Life Insurance, Succession Planning, Graphic Design, Employee Benefits, Strategic Planning

Education
College for Financial Planning   2013 — 2013
CRPC® or Chartered Retirement Planning Counselor, Finance, B

Wichita State University   1986 — 1991
BBA, MBA

Wichita West Hight School   1983 — 1986

Greg Allen(dag@ffec.com) Greg Allen(dag@ffec.com) Phoenix, Arizona Area Details
Greg Allen(dag@ffec.com)'s Merrill Lynch Experience 1972 - 1977
Job Board of Governors at Concord University
Industry Financial Services
Experience
Concord University  August 2012 - Present
Disciplined Advisors Group   2006 - Present
Banc of America Investments  2003 - 2005
Morgan Stanley  1978 - 2003
Morgan Stanley Dean Witter  1995 - 2000
Merrill Lynch   1972 - 1977

Skills
Investments

Education
Concord University   1966 — 1970
Bachelor of Science (BS), Business/Economics

College for Financial Planning
CFP

Brian J. Van Anne Brian J. Van Anne Phoenix, Arizona Details
Brian J. Van Anne's Merrill Lynch Experience December 1999 - September 2003
Job Professional Employer Consultant
Industry Outsourcing/Offshoring
Experience
Oasis Outsourcing  April 2014 - Present
Employer Solutions Group  March 2013 - April 2014
Discovery Outsourcing  January 2012 - January 2013
CoAdvantage  March 2010 - August 2011
Progressive Employer Services  February 2006 - November 2008
Automatic Data Processing, Inc. (ADP)   December 2003 - December 2005
Merrill Lynch   December 1999 - September 2003
United States Marine Corps  1990 - 1995

Skills
Payroll, Workers Compensation, Employee Benefits, Benefits, Employee Relations, HRIS, Benefits Administration, FMLA, Compensation, Insurance, COBRA, Unemployment Claims, 401k, Open Enrollment, Health Insurance, Group Benefits, Employment Practices..., PEO, Sales Management, ADP, ADP Payroll, HRO, Outsourcing, Outsourcing Advisory, Selling, Consultative Selling, Value Based Selling, Solution Selling, B2B Marketing, B2B, Management, Applicant Tracking..., Business Development, BPO, Cold Calling, Deferred Compensation, Employee Engagement, Employee Handbooks, Employee Training, HR Consulting, HR Policies, Human Capital, Human Resources, Job Descriptions, Leadership, Legal Compliance, New Hire Orientations, Onboarding, Payroll Services, Payroll Taxes

Education
Regis University   1998 — 2005
Bachelor of Science, Banking & Finance

College for Financial Planning
Certified Financial Manager

Barbara Trzebunia Barbara Trzebunia Greater Chicago Area Details
Barbara Trzebunia's Merrill Lynch Experience February 2009 - June 2010
Job Portfolio Administrator at Optimum Investment Advisors
Industry Investment Management
Experience
Opimum Investment Advisors   January 2011 - Present
Bank of America Global Commercial Banking   June 2010 - January 2011
Merrill Lynch   February 2009 - June 2010
Bank of America Premier Banking and Investments   October 2008 - January 2009
LaSalle Bank  March 2004 - October 2008
Midwest Energy LLC   September 1996 - March 2004
ISS Retail Services, Inc.   August 1991 - September 1996

Skills
Notary Public, Wealth Management, Banking, Loans, Series 7, Credit, High Net Worth..., Uniform Combined State..., Securities, Portfolio Management, Advent, Moxy, Microsoft Office, Orion, Fidelity, TD Ameritrade, Charles Schwab

Education
Kaplan University   2009 — 2009
Series 7, Investments

College for Financial Planning   2005 — 2005
RP, Financial Planning

Klara Leon, CFP®, CRPC® Klara Leon, CFP®, CRPC® Greater New York City Area Details
Klara Leon, CFP®, CRPC®'s Merrill Lynch Experience September 2004 - August 2012
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc.  August 2012 - Present
Merrill Lynch   September 2004 - August 2012

Skills
Retirement Planning, Series 7, Investments, Uniform Combined State..., Wealth Management, Asset Allocation, Investment Strategies, Retirement, Securities, Financial Services, Entrepreneurship, Investment Advisory, Series 63, Mutual Funds, Series 65, Saving for Education, 401k Rollovers, PowerPoint, Alternative Investments, Strategic Financial..., Financial Advisory, Equities, Certified Financial...

Education
Montclair State University   2001 — 2005

College for Financial Planning
CRPC®, Finance

Hubert Pedroli Hubert Pedroli Greater New York City Area Details
Hubert Pedroli's Merrill Lynch Experience May 1999 - July 2006
Job Sr. Consultant, Financial Services. Regulatory, Accounting, Risk, Systems Integration
Industry Financial Services
Experience
BNPParibas New York   January 2013 - Present
Normandy Consulting LLC   January 2007 - Present
Natixis North America  June 2011 - December 2012
BNP Paribas New York  March 2010 - June 2011
Societe Generale  2009 - 2009
Natixis North America  January 2008 - December 2008
Societe Generale  March 2007 - December 2007
Merrill Lynch   May 1999 - July 2006
KPMG Advisory  1997 - 1999
Credit Suisse  1987 - 1996

Skills
Derivatives, Treasury, Treasury Management, Capital Markets, Risk Management, Securities, Prime Brokerage, Financial Markets, Fixed Income, Trading, Financial Services, Middle Office, Currency, Investment Banking, FX trading, Funding, Liquidity Risk, Market Risk, FX Options, Banking, Equities, FX Hedging, Accounting, Finance

Education
College for Financial Planning   1998 — 1999
CFP, Personal Financial Planning

UCLA Anderson School of Management   1976 — 1978
MBA, International Finance

Sciences Po   1973 — 1974

Malcolm Lunn, MS, CFP(r), AIF(r) Malcolm Lunn, MS, CFP(r), AIF(r) Houston, Texas Area Details
Malcolm Lunn, MS, CFP(r), AIF(r)'s Merrill Lynch Experience November 2001 - October 2004
Job Senior Vice President Director of Business Development at Oak Ridge Investments
Industry Financial Services
Experience
Oak Ridge Investments  September 2014 - Present
Goldman Sachs  April 2009 - September 2014
UBS Financial Services, Inc.   2004 - 2009
Merrill Lynch   November 2001 - October 2004
Merrill Lynch   1997 - 2001

Skills
Retirement Planning, Retirement, Fixed Annuities, Asset Allocation, Investments, Wealth Management, Asset Management, Mutual Funds, Alternative Investments, Investment Advisory, Portfolio Management, Equities, Defined Benefit Asset..., Defined Contribution..., Variable Annuities

Education
San Jose State University   1990 — 1994
Bachelor of Science (B.S.), Public Relations/Image Management

College for Financial Planning
Master of Science (MS), Financial Planning

Andrea Kotch Duda Andrea Kotch Duda Greater Detroit Area Details
Andrea Kotch Duda's Merrill Lynch Experience September 1989 - January 1993
Job CFP® professional, Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James  January 1993 - Present
Merrill Lynch   September 1989 - January 1993

Skills
Retirement Planning, Retirement, Financial Planning, Estate Planning, Asset Allocation

Education
College for Financial Planning   1984 — 1989
CFP® professional, Financial Planning

Western Michigan University - Haworth College of Business   1976 — 1980
BBA, Management, Finance

Etheridge Tate Etheridge Tate Lewiston/Auburn, Maine Area Details
Etheridge Tate's Merrill Lynch Experience January 2011 - September 2012
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade  October 2012 - April 2015
Merrill Lynch   January 2011 - September 2012
CitiStreet/ING   June 2004 - January 2011
Moore Trucking   October 2002 - May 2004
SPC Transport   January 2001 - October 2002
Eastern Freightways   June 1998 - May 2000
SPC Transport   May 1997 - May 1998
National Linen Service  October 1996 - April 1997
US Navy  May 1985 - October 1995

Skills
Customer Service, Credit, Financial Planners, Finance, Benefits Administration, Retail, Sales, Due Diligence, Inventory Management, Software Documentation, Government, Telemarketing

Education
Southern New Hampshire University   2007 — 2010
Bachelors of Science, Business Administration

College for Financial Planning   2006 — 2006

Kathleen K.C. Maloney Kathleen K.C. Maloney Greater New York City Area Details
Kathleen K.C. Maloney's Merrill Lynch Experience February 1999 - Present
Job at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   February 1999 - Present
Summit Bank  January 1986 - February 1999
Futures Tour   1982 - 1985

Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Strategies, Portfolio Management, Asset Managment, 401k, Asset Management, Business Planning, Private Equity, Risk Management, Fixed Income, Equities, Strategic Planning, Relationship Management, Wealth

Education
College for Financial Planning   1996 — 1997
CFP, Financial Planning

Rutgers, The State University of New Jersey-New Brunswick   1987 — 1990
BA, Political Science

Florida Atlantic University   1981 — 1983

Scott Meador, CFP®, CIMA® Scott Meador, CFP®, CIMA® Greater New York City Area Details
Scott Meador, CFP®, CIMA®'s Merrill Lynch Experience November 1991 - September 2008
Job Senior Vice President at UBS Financial Services,Inc.
Industry Financial Services
Experience
UBS Financial Services,Inc.   September 2008 - Present
Merrill Lynch   November 1991 - September 2008

Skills
Wealth Management, Investments, Personal Financial...

Education
University of Vermont   1984 — 1988
B.S., Finance

College for Financial Planning   1997 — 1999
CFP, Financial Planning

Philip Xanthopoulos Philip Xanthopoulos Douglassville, Pennsylvania Details
Philip Xanthopoulos's Merrill Lynch Experience 2004 - 2006
Job Available Financial Services Professional
Industry Financial Services
Experience
Philip Xanthopoulos, CFP   June 2011 - Present
Alamo Capital  May 2011 - June 2011
Wells Fargo Investments  May 2006 - November 2009
Merrill Lynch   2004 - 2006
Advest  2004 - 2006
Lebenthal  2004 - 2006
Prudential Securities  1983 - 2004

Skills
Securities, Series 7, Investments, Wealth Management, Financial Analysis, Financial Services, Insurance, Financial Advisory, Mutual Funds, Asset Managment, Equities, Portfolio Management, Series 63, Fixed Income, Management, Leadership, Investment Management, Finance, Financial Risk, Asset Management, Investment Advisory, Strategic Financial..., Asset Allocation, Alternative Investments, Banking, Investment Strategies, Retirement Planning

Education
Penn State University   1963 — 1966
BA

Valley Forge Military Academy & College   1959 — 1964

College for Financial Planning
CFP

David Pillori CFP® David Pillori CFP® Greater New York City Area Details
David Pillori CFP®'s Merrill Lynch Experience September 2010 - August 2011
Job Account Executive at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  July 2012 - Present
Merrill Lynch   September 2010 - August 2011
Alexandra & James Co., LLC   2007 - 2010
Pershing  June 2004 - June 2007
ABN AMRO  2000 - 2004
Bankers Trust  April 1994 - February 2000
Societe Generale  July 1987 - March 1994

Skills
Investment Advisory, Separately Managed..., Unified Managed Accounts, Alternative Investments, Prime Brokerage, Securities Lending, Equities, Fixed Income Products, Treasury Management, Accounting, Relationship Management, Hedge Funds., Fund Of Funds, Business Management, Series 7, Series 63, Series 24, Series 66, Managed Accounts, CFP(R)

Education
Fordham Gabelli School of Business   1989 — 1992
MBA, Finance

College for Financial Planning   2008 — 2011
CFP Certification Professional Education Program, CFP

Pace University   1983 — 1987
BBA, Finance & Accounting

Don Bosco Prep.   1979 — 1983
HS Diploma

Damien Jackson Damien Jackson Greater New York City Area Details
Damien Jackson's Merrill Lynch Experience April 2007 - April 2009
Job Helping people get what they want out of life!!
Industry Financial Services
Experience
Northeast Planning Corporation  October 2011 - Present
Park Avenue Securities  October 2011 - Present
NAACP  2012 - 2014
NAACP  2012 - 2014
Morgan Stanley Smith Barney  April 2009 - October 2011
Merrill Lynch   April 2007 - April 2009
Gunn Allen Financial  May 2006 - April 2007
Great Eastern Securities/Maxim Financial Group   November 2005 - May 2006
Sky Capital  August 2002 - November 2005

Skills
Strategic Planning, Retirement Planning, Investments, Investment Strategies, Retirement, 401k, Securities, Financial Services, Finance, Series 63, Small Business, Disability Insurance, Financial Advisory, Wealth Management, Banking, Strategic Financial..., Financial Modeling, Term Life Insurance, Trading, Fixed Annuities, Equities, Mutual Funds, Life Insurance, Insurance, Asset Management, Investment Advisory, Financial Planners, Credit, Series 7, Portfolio Management, Alternative Investments, Bonds, Risk Management, Series 6, Relationship Management, Asset Allocation, 401k Rollovers, Financial Markets, Executive Management, Mortgage Lending, Estate Planning, IRAs, Wealth, Hedge Funds, Fixed Income, Long-term Care, Financial Analysis, Capital Markets, Loans, Employee Benefits

Education
College for Financial Planning   2010 — 2010
Chartered Retirement Plans Specialist, Qualified Plans and Retirement Planning Strategies

West Virginia Wesleyan College   1998 — 2002
B.A., International Business and Management

Toms River North

Greg Ashcraft Greg Ashcraft Phoenix, Arizona Area Details
Greg Ashcraft's Merrill Lynch Experience May 1993 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch   May 1993 - Present
Merrill Lynch   May 1993 - Present
Chase Bank  June 1984 - May 1993

Education
College for Financial Planning
CFP(R), Certified Financial Planner

University of Houston
MBA

University of Nebraska-Lincoln
Bachelor of Science, Finance

Nik Scherer Nik Scherer Tucson, Arizona Area Details
Nik Scherer's Merrill Lynch Experience December 1992 - Present
Job First Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 1992 - Present

Skills
Retirement Planning, Series 7, Investments, Series 63, Portfolio Management, Wealth Management

Education
College for Financial Planning
Chartered Retirement Planning Counselor

University of Arizona   1984 — 1988
Bachelor of Science in Business Administration

Christopher Spellman Christopher Spellman Greater Boston Area Details
Christopher Spellman's Merrill Lynch Experience June 2002 - September 2008
Job Vice PresidentInvestments at UBS
Industry Financial Services
Experience
UBS Wealth Management  April 2012 - Present
Wilmington Trust  October 2008 - April 2012
Merrill Lynch   June 2002 - September 2008

Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management

Education
St. Michael's College   1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General

College for Financial Planning   1996 — 2006

KENNETH Heidenreich KENNETH Heidenreich Oklahoma City, Oklahoma Area Details
KENNETH Heidenreich's Merrill Lynch Experience May 2004 - December 2008
Job First Vice President / Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  January 2014 - Present
Wells Fargo Advisors, LLC  December 2008 - December 2013
Merrill Lynch   May 2004 - December 2008
MetLife  May 2001 - May 2004
Ameriprise Financial Services, Inc.   October 1984 - May 2001

Skills
Insurance, Retirement, Investments, Mutual Funds, Retirement Planning, Securities, Risk Management, Financial Analysis, Financial Services, Financial Risk, Relationship Management

Education
The American College   1994 — 1998
Chartered Financial Consultant (ChFC), Financial Planning and Services

College for Financial Planning   1987 — 1991
Certified Financial Planner (CFP), Financial Planning and Services

The University of South Dakota   1978 — 1982
Bachelor of Science (BS), Management

Marc Young, CFP® CIMA® Marc Young, CFP® CIMA® Louisville, Kentucky Area Details
Marc Young, CFP® CIMA®'s Merrill Lynch Experience July 1998 - February 2012
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James  February 2012 - Present
Merrill Lynch   July 1998 - February 2012

Skills
Series 7, Securities, Series 63, Portfolio Management, Investment Advisory, Alternative Investments, Asset Allocation, Wealth Management, Certified Financial..., Series 65, Financial Advisory, Strategic Financial..., Retirement Planning, Valuation, CIMA, MBA, Certified Investment..., Personal Financial...

Education
College for Financial Planning   2006 — 2007
CFP

Indiana University-Southeast   2000 — 2004
MBA, Business

University of Pennsylvania - The Wharton School   2002 — 2003
CIMA

University of Louisville   1993 — 1996
BS, Accounting

University of Louisville   1987 — 1990
BSBA, Political Science

Louis Talarico Louis Talarico Belleair Beach, Florida Details
Louis Talarico's Merrill Lynch Experience June 2012 - July 2013
Job Independent Agent at Belleair Motor Cars
Industry Automotive
Experience
Belleair Motor Cars   July 2013 - Present
Merrill Lynch   June 2012 - July 2013
Exit Realty Suncoast   August 2005 - June 2012

Skills
Series 7, Series 66, 2-15 Life, Health and..., NMLS, Sales, Purchasing, Automotive, Luxury Goods

Education
College for Financial Planning   2012 — 2014
Master of Financial Planning and CFP Designation, Financial Planning and Services, In Progress

James L Rutledge, CRPC® AWMA® James L Rutledge, CRPC® AWMA® Toledo, Ohio Area Details
James L Rutledge, CRPC® AWMA®'s Merrill Lynch Experience March 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2010 - Present
Bank of America Home Loans  June 2000 - March 2010
Equicredit Corporation  July 1997 - June 2000

Skills
Mortgage Lending, Wealth Management..., Financial Advisory, Series 7, Series 63, Series 65

Education
University of Toledo
Bachelor of Arts (B.A.), minor in Business Administration

College for Financial Planning
Accredited Wealth Management Advisor (sm)

College for Financial Planning
Chartered Retirement Planning Counselor (sm)

Ottawa Hills High School   1986 — 1990
Diploma

Gerard Gammero Gerard Gammero Daytona Beach, Florida Area Details
Gerard Gammero's Merrill Lynch Experience 2009 - 2010
Job Real Estate Broker & GM
Industry Real Estate
Experience
Gammero International Realty   January 2015 - Present
Ocean Walk Shoppes   July 2012 - Present
Ziegler  2010 - 2012
Merrill Lynch   2009 - 2010
Wells Fargo Advisors  2008 - 2009
Exit Realty Home Team   2006 - 2008
Exit Realty Home Team   2006 - 2008

Skills
Investments, Retirement Planning, Marketing, Small Business, Finance, Real Estate, Management, Commercial Real Estate, Advertising, Online Advertising, Online Marketing, Property Management, Business Process, Business Process..., Business Intelligence, Business Planning, Business Analysis, Marketing Strategy, Leadership, Strategy, Life Coaching

Education
College for Financial Planning
Retirement Planning

Daytona College
Business Administration and Management, General

Mark Wilden, CFP, CIMA Mark Wilden, CFP, CIMA Lexington, Kentucky Area Details
Mark Wilden, CFP, CIMA's Merrill Lynch Experience September 1984 - Present
Job First Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 1984 - Present

Skills
Series 7, Wealth Management, Retirement Planning, Equities, Fixed Income, Investments, Portfolio Management, Financial Modeling, Asset Allocation, Mutual Funds

Education
Duquesne University   1979 — 1982
BA, Political Science Business Administration

College for Financial Planning

Brian Rolf Brian Rolf Davenport, Iowa Area Details
Brian Rolf's Merrill Lynch Experience September 2010 - April 2012
Job Asst Vice President of Manufacturing & Assembly at Marco
Industry Machinery
Experience
Marco  April 2012 - Present
Merrill Lynch   September 2010 - April 2012
Olympic Steel  April 2006 - September 2010
Crestliner Boats  September 2000 - April 2006
Lozier Corporation  1988 - 2000

Skills
Strategic Planning, Team Building, Negotiation, New Business Development, Management, Financial Analysis, Manufacturing, Process Improvement, Customer Service, Coaching, Sales Management, Sales, Marketing, Budgets, Operations Management, Marketing Strategy, Account Management, Inventory Management, Leadership

Education
University of Nebraska at Omaha   1992 — 1996
MBA, Management

Creighton University   1985 — 1989
BSBA, Management and Marketing

Ankeny

College for Financial Planning
CRPC, Chartered Retirement Planning Counselor

Jordan Diaz-Gold Jordan Diaz-Gold Los Angeles, California Details
Jordan Diaz-Gold's Merrill Lynch Experience August 2006 - February 2009
Job Private Client Group, Fidelity Investments, LA Century City
Industry Financial Services
Experience
Fidelity Investments  August 2010 - Present
Fidelity Investments  March 2009 - August 2010
Merrill Lynch   August 2006 - February 2009
Rubell Family Collection  March 1997 - July 2003

Skills
Private Wealth..., Strategic Financial..., Series 7, Series 66, Finance

Education
New World School of the Arts   1996 — 2000
Classical Ballet

College for Financial Planning   1997 — 1998
CRPC

Caroline Magsaysay Caroline Magsaysay Chicago, Illinois Details
Caroline Magsaysay's Merrill Lynch Experience June 1985 - June 1988
Job Registered principal at F. P. Orzel & Co.
Industry Financial Services
Experience
F. P. Orzel & Co.   August 2004 - Present
ABN AMRO Investment Services   January 1999 - January 2004
Citicorp Investment Services  October 1990 - January 1999
FN Investment Center   1989 - 1990
Merrill Lynch   June 1985 - June 1988
Dean Witter Reynolds  January 1983 - June 1985

Skills
Series 7, Series 24, Series 63, Series 65, Investments, Securities, Variable Annuities, Fixed Annuities, Mutual Funds, Investment Strategies, Financial Advisory, Wealth Management, Retirement, Estate Planning, Licensed Life & Health..., Certificate of...

Education
Loyola University of Chicago   1992 — 1994
Paralegal, Paralegal Studies, Graduated with honors

College for Financial Planning   1988 — 1990
Certified Financial Planner

DePaul University
Bachelor of Arts (B.A.), Business Administration and Management, General

Bowen High School

Joy Dyer Joy Dyer Philadelphia, Pennsylvania Details
Joy Dyer's Merrill Lynch Experience 2006 - 2008
Job Owner at Joyfull Events
Industry Financial Services
Experience
Joyfull Events   June 2010 - Present
Merrill Lynch   2006 - 2008
Ameriprise Financial Services, Inc.   2005 - 2006

Skills
Business Development, Start-ups, New Business Development, Marketing, Entrepreneurship, Negotiation, Networking, Interior Design, Strategic Financial..., Financial Services, Small Business, Finance, Investments, Management

Education
College for Financial Planning   2006 — 2006
Chartered Retirement Planning Counselor

University of Pennsylvania - The Wharton School   2000 — 2004
Bachelor of Science (BS), Management

Wharton Business School   2000 — 2004
Bachelor of Science (B.S.), Management, Entrepreneurship

Lance Riddle, CFP® Lance Riddle, CFP® Dallas/Fort Worth Area Details
Lance Riddle, CFP®'s Merrill Lynch Experience June 1996 - June 1998
Job Principal at Capitalguard Financial
Industry Financial Services
Experience
Capitalguard Financial   January 2001 - Present
OptimalFolios   January 2014 - Present
Bear Stearns  June 1998 - January 2001
Merrill Lynch   June 1996 - June 1998
Smith Barney  June 1992 - June 1996

Skills
Investments, Disability Insurance, Retirement Planning, Fixed Annuities, Estate Planning, 401k, Life Insurance, Securities, Insurance, Long Term Care Insurance, Retirement, Wealth Management..., Personal Financial..., 401k Rollovers, Traditional IRA, SEP IRA, Equity Indexed Annuities, Investment Advisory, Long-term Care, Tactical Asset..., Life Settlements, Financial Planners, Investment Strategies, 401k Plans, Indexed Annuities, Key Person Insurance, Buy-sell Agreements, Term Life Insurance

Education
University of Oklahoma
Bachelor's degree

College for Financial Planning

Donna Mondich-Alexander Donna Mondich-Alexander Hartford, Connecticut Area Details
Donna Mondich-Alexander's Merrill Lynch Experience February 1994 - Present
Job Sr. Registered Client Associate at Merrill Lynch, CRPC
Industry Financial Services
Experience
Merrill Lynch   February 1994 - Present

Education
College for Financial Planning
Chartered Financial Planning Counselor

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