Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Shaun Ostrowsky Shaun Ostrowsky's Merrill Lynch Experience June 2011 - September 2011
Job Project Accountant at Sheldon Mechanical
Industry Construction
Experience
Sheldon Mechanical April 2013 - Present
Merrill Lynch June 2011 - September 2011
Post Works June 2008 - August 2008
Education
University of California, Santa Barbara 2010 — 2012
Bachelor of Arts (B.A.), Business Economics, 3.73
College of the Canyons
Sheldon Mechanical April 2013 - Present
Merrill Lynch June 2011 - September 2011
Post Works June 2008 - August 2008
Education
University of California, Santa Barbara 2010 — 2012
Bachelor of Arts (B.A.), Business Economics, 3.73
College of the Canyons
Megan Luksha Megan Luksha's Merrill Lynch Experience August 2010 - March 2011
Job Loan Officer at Major Mortgage
Industry Financial Services
Experience
Major Mortgage September 2011 - Present
Envoy Mortgage March 2011 - September 2011
Merrill Lynch August 2010 - March 2011
PrimeLending, A PlainsCapital Company July 2009 - June 2010
Cherry Creek Mortgage December 2008 - May 2009
Bank of America May 2005 - November 2008
Countrywide Home Loans April 2005 - November 2008
Wells Fargo Home Mortgage May 2001 - April 2005
Skills
Business Development, Residential Mortgages, Loans, Customer Service, Loan Origination, Mortgage Lending, New Business Development, Real Estate, Construction Loans, Credit, FHA, Financial Risk, Investment Properties, Investments, Mortgage Banking, Real Estate Financing, Refinance, Residential Homes, Sales, Sellers, USDA, VA loans, Strategic Planning, Government Loans, FHA financing, Non-Conforming
Education
Colorado Mesa University 1998 — 2002
Finance
Major Mortgage September 2011 - Present
Envoy Mortgage March 2011 - September 2011
Merrill Lynch August 2010 - March 2011
PrimeLending, A PlainsCapital Company July 2009 - June 2010
Cherry Creek Mortgage December 2008 - May 2009
Bank of America May 2005 - November 2008
Countrywide Home Loans April 2005 - November 2008
Wells Fargo Home Mortgage May 2001 - April 2005
Skills
Business Development, Residential Mortgages, Loans, Customer Service, Loan Origination, Mortgage Lending, New Business Development, Real Estate, Construction Loans, Credit, FHA, Financial Risk, Investment Properties, Investments, Mortgage Banking, Real Estate Financing, Refinance, Residential Homes, Sales, Sellers, USDA, VA loans, Strategic Planning, Government Loans, FHA financing, Non-Conforming
Education
Colorado Mesa University 1998 — 2002
Finance
Jay S. Jablonow Jay S. Jablonow's Merrill Lynch Experience May 1989 - May 1990
Job Rockwood Asset Management
Industry Financial Services
Experience
Rockwood Asset Management September 2014 - Present
IronRock Capital Partners February 2014 - June 2014
EverBank September 2013 - December 2013
GC Andersen Partners LLC November 2011 - June 2013
Cappello Capital Corp. October 2009 - October 2011
Flagstone Securities June 2007 - December 2008
Merrill Lynch May 1989 - May 1990
Drexel Burnham Lambert May 1986 - May 1989
Salomon Brothers June 1981 - May 1986
Skills
Hedge Funds, Investments, Equities, Series 7, Series 24, Series 63, Restructuring, Corporate Development, Trading, Structured Finance
Education
Washington University in St. Louis 1979 — 1981
MBA, Finance
Washington University in St. Louis 1977 — 1979
BS Business Administration, Finance
University of Southern California 1976 — 1977
Film
Colorado College 1974 — 1976
Liberal Arts
St Louis Country Day 1966 — 1974
Rockwood Asset Management September 2014 - Present
IronRock Capital Partners February 2014 - June 2014
EverBank September 2013 - December 2013
GC Andersen Partners LLC November 2011 - June 2013
Cappello Capital Corp. October 2009 - October 2011
Flagstone Securities June 2007 - December 2008
Merrill Lynch May 1989 - May 1990
Drexel Burnham Lambert May 1986 - May 1989
Salomon Brothers June 1981 - May 1986
Skills
Hedge Funds, Investments, Equities, Series 7, Series 24, Series 63, Restructuring, Corporate Development, Trading, Structured Finance
Education
Washington University in St. Louis 1979 — 1981
MBA, Finance
Washington University in St. Louis 1977 — 1979
BS Business Administration, Finance
University of Southern California 1976 — 1977
Film
Colorado College 1974 — 1976
Liberal Arts
St Louis Country Day 1966 — 1974
David LeBar David LeBar's Merrill Lynch Experience January 2010 - May 2010
Job General Manager at Cintas
Industry Facilities Services
Experience
Cintas December 2013 - Present
Cintas September 2012 - December 2013
Cintas September 2011 - September 2012
Cintas June 2010 - September 2011
Merrill Lynch January 2010 - May 2010
AMT Advertising June 2009 - July 2009
Skills
Sales, Sales Operations, Account Management, Management, Selling, Marketing, Team Management, P, Sales Process, Customer Service, B2B, Cold Calling, Customer Retention, Direct Sales, Customer Satisfaction, Team Building, Sales Management, P&L Management
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts, Economics
Cintas December 2013 - Present
Cintas September 2012 - December 2013
Cintas September 2011 - September 2012
Cintas June 2010 - September 2011
Merrill Lynch January 2010 - May 2010
AMT Advertising June 2009 - July 2009
Skills
Sales, Sales Operations, Account Management, Management, Selling, Marketing, Team Management, P, Sales Process, Customer Service, B2B, Cold Calling, Customer Retention, Direct Sales, Customer Satisfaction, Team Building, Sales Management, P&L Management
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts, Economics
Louis Dailey, FIC, CLTC, RICP Louis Dailey, FIC, CLTC, RICP's Merrill Lynch Experience November 2012 - May 2013
Job Financial Representative with Thrivent Financial
Industry Financial Services
Experience
Thrivent Investment Management June 2013 - Present
Merrill Lynch November 2012 - May 2013
IDEXX Laboratories April 2010 - November 2012
IDEXX Laboratories April 2009 - April 2010
IDEXX Laboratories July 2007 - March 2009
United States Marine Corps June 2002 - October 2007
United States Marine Corps January 2003 - July 2007
Skills
Leadership, Management, Sales, Sales Management, Process Improvement, Selling, Cross-functional Team..., Command, Strategic Planning, Team Building, Leadership Development, Sales Process, Military Operations, Military, Operational Planning, Team Leadership, Sales Operations, Training, Customer Service, Account Management, Capital Equipment, Negotiation, Program Management, Security, Business Development, Cold Calling, Operations Management, Direct Sales, Strategy, Employee Training, Mergers & Acquisitions, Medical Devices, Pharmaceutical Industry
Education
College of the Holy Cross 1998 — 2002
BA, Sociology
Thrivent Investment Management June 2013 - Present
Merrill Lynch November 2012 - May 2013
IDEXX Laboratories April 2010 - November 2012
IDEXX Laboratories April 2009 - April 2010
IDEXX Laboratories July 2007 - March 2009
United States Marine Corps June 2002 - October 2007
United States Marine Corps January 2003 - July 2007
Skills
Leadership, Management, Sales, Sales Management, Process Improvement, Selling, Cross-functional Team..., Command, Strategic Planning, Team Building, Leadership Development, Sales Process, Military Operations, Military, Operational Planning, Team Leadership, Sales Operations, Training, Customer Service, Account Management, Capital Equipment, Negotiation, Program Management, Security, Business Development, Cold Calling, Operations Management, Direct Sales, Strategy, Employee Training, Mergers & Acquisitions, Medical Devices, Pharmaceutical Industry
Education
College of the Holy Cross 1998 — 2002
BA, Sociology
Max Fabiani Max Fabiani's Merrill Lynch Experience 2000 - 2002
Job Real Estate Agent at Realty One Group Partners
Industry Real Estate
Experience
Realty One Group Partners March 2015 - Present
Ebby Halliday, Realtors 2014 - Present
Fabiani Consultoria Imobiliária Ltda. 2010 - Present
Academia Fabiani 2004 - Present
Rucamalen Consultoria Imobiliaria 2004 - 2010
Wells Fargo Home Mortgage 2003 - 2004
Dallas Country Club 2002 - 2003
Merrill Lynch 2000 - 2002
Brookhaven Country Club 1998 - 2000
Northwood Club 1997 - 1998
Skills
Sales, Strategic Planning, Negotiation, Real Estate, Contract Negotiation, Investment Properties, Marketing, Management, Customer Service, Leadership, Residential Homes, First Time Home Buyers, Investors, Real Estate Transactions, Sellers, Coaching, Strategy, Team Building, New Business Development, Foreclosures, Marketing Strategy, Single Family Homes, Business Development, Microsoft Office, Event Planning, Business Strategy, Sales Management, Real Estate Development, Entrepreneurship, Property Management, Buyer Representation, Training, Leases, New Home Sales, Commercial Real Estate, Listings
Education
Southern Methodist University 2000 — 2000
Entrepreneurial and Small Business Operations
Texas Christian University 1998 — 2000
Bachelor of Applied Science (B.A.Sc.), Finance, General
Collin County Community College 1995 — 1998
Associate of Arts (A.A.), Business Administration and Management, General
Realty One Group Partners March 2015 - Present
Ebby Halliday, Realtors 2014 - Present
Fabiani Consultoria Imobiliária Ltda. 2010 - Present
Academia Fabiani 2004 - Present
Rucamalen Consultoria Imobiliaria 2004 - 2010
Wells Fargo Home Mortgage 2003 - 2004
Dallas Country Club 2002 - 2003
Merrill Lynch 2000 - 2002
Brookhaven Country Club 1998 - 2000
Northwood Club 1997 - 1998
Skills
Sales, Strategic Planning, Negotiation, Real Estate, Contract Negotiation, Investment Properties, Marketing, Management, Customer Service, Leadership, Residential Homes, First Time Home Buyers, Investors, Real Estate Transactions, Sellers, Coaching, Strategy, Team Building, New Business Development, Foreclosures, Marketing Strategy, Single Family Homes, Business Development, Microsoft Office, Event Planning, Business Strategy, Sales Management, Real Estate Development, Entrepreneurship, Property Management, Buyer Representation, Training, Leases, New Home Sales, Commercial Real Estate, Listings
Education
Southern Methodist University 2000 — 2000
Entrepreneurial and Small Business Operations
Texas Christian University 1998 — 2000
Bachelor of Applied Science (B.A.Sc.), Finance, General
Collin County Community College 1995 — 1998
Associate of Arts (A.A.), Business Administration and Management, General
Amy (Johantgen) Mathes Amy (Johantgen) Mathes's Merrill Lynch Experience October 1999 - November 2001
Job Stay at Home Mom at My Family
Industry Financial Services
Experience
My Family November 2001 - Present
Merrill Lynch October 1999 - November 2001
Wells Fargo June 1998 - October 1999
Skills
Event Planning, Childcare, Child Development, Multi-line Phone, Clerical Skills, Administrative..., Nonprofits, Elementary Education, Fundraising, Classroom Management, Public Speaking, Customer Service, Financial Services, Computer Proficiency, Microsoft Word, Tax Preparation, Sales, Inventory Management, Financial Risk
Education
Colorado Mountain College
George Washington High School
My Family November 2001 - Present
Merrill Lynch October 1999 - November 2001
Wells Fargo June 1998 - October 1999
Skills
Event Planning, Childcare, Child Development, Multi-line Phone, Clerical Skills, Administrative..., Nonprofits, Elementary Education, Fundraising, Classroom Management, Public Speaking, Customer Service, Financial Services, Computer Proficiency, Microsoft Word, Tax Preparation, Sales, Inventory Management, Financial Risk
Education
Colorado Mountain College
George Washington High School
Laura S. Hall Laura S. Hall's Merrill Lynch Experience January 1989 - September 1991
Job Processes, Best Business Practices, Training Rush Leasing Division at Rush Enterprises, Inc
Industry Transportation/Trucking/Railroad
Experience
Rush Enterprises, Inc September 2015 - Present
Rush Enterprises, Inc January 2014 - Present
Rush Enterprises, Inc January 2010 - January 2014
KLN Steel Products, LLC March 2008 - November 2010
Ambs Chemical Search 2005 - 2007
KLN Steel Products Company March 2004 - July 2005
Medtronic MiniMed April 1999 - September 2002
Olsten Staffing Services January 1995 - December 1996
Focus on the Family September 1991 - April 1995
Merrill Lynch January 1989 - September 1991
Skills
SAP, SAP R/3, Software Documentation, Business Analysis, SAP BW, Business Process, SharePoint, Change Management, Project Management, Team Building, Requirements Analysis, Program Management, Process Improvement, Training, Analysis
Education
College of the Canyons 2008 — 2010
BS, Business
Wichita State University 1983 — 1984
Business, Accounting, English
Rush Enterprises, Inc September 2015 - Present
Rush Enterprises, Inc January 2014 - Present
Rush Enterprises, Inc January 2010 - January 2014
KLN Steel Products, LLC March 2008 - November 2010
Ambs Chemical Search 2005 - 2007
KLN Steel Products Company March 2004 - July 2005
Medtronic MiniMed April 1999 - September 2002
Olsten Staffing Services January 1995 - December 1996
Focus on the Family September 1991 - April 1995
Merrill Lynch January 1989 - September 1991
Skills
SAP, SAP R/3, Software Documentation, Business Analysis, SAP BW, Business Process, SharePoint, Change Management, Project Management, Team Building, Requirements Analysis, Program Management, Process Improvement, Training, Analysis
Education
College of the Canyons 2008 — 2010
BS, Business
Wichita State University 1983 — 1984
Business, Accounting, English
Cavanaugh Koch Cavanaugh Koch's Merrill Lynch Experience June 2011 - August 2011
Job Sales Associate at bswift
Industry Information Technology and Services
Experience
bswift February 2014 - Present
Infor PeopleAnswers July 2012 - January 2014
Merrill Lynch June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Applicant Tracking..., Talent Management, Talent Acquisition, Salesforce.com, Business Networking, Talent Assessment, Customer Retention, Onboarding, Recruiting, Employee Engagement, Performance Management, Performance Improvement, Succession Planning, Performance Appraisal, Lead Generation, Leadership, Business Development, Human Resources, SaaS, Sales, Employee Benefits, Cold Calling
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Political Science, Africana Studies, Peace and Conflict Studies, BA, Political Science
Jesuit College Preparatory School of Dallas 2004 — 2008
bswift February 2014 - Present
Infor PeopleAnswers July 2012 - January 2014
Merrill Lynch June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Applicant Tracking..., Talent Management, Talent Acquisition, Salesforce.com, Business Networking, Talent Assessment, Customer Retention, Onboarding, Recruiting, Employee Engagement, Performance Management, Performance Improvement, Succession Planning, Performance Appraisal, Lead Generation, Leadership, Business Development, Human Resources, SaaS, Sales, Employee Benefits, Cold Calling
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Political Science, Africana Studies, Peace and Conflict Studies, BA, Political Science
Jesuit College Preparatory School of Dallas 2004 — 2008
Jason Breaker, CFA Jason Breaker, CFA's Merrill Lynch Experience July 1995 - July 1999
Job Institutional Equity Sales at Brean Murray, Carret
Industry Financial Services
Experience
Brean Capital, LLC August 2006 - January 2015
WR Hambrecht + Co November 2005 - August 2006
A.G. Edwards July 1999 - February 2005
Merrill Lynch July 1995 - July 1999
Skills
Investments, Hedge Funds, Mutual Funds, Marketing, Equities, Banking, Equity Research, Portfolio Management, Valuation, Financial Modeling, Series 7, Asset Management, Capital Markets
Education
Colorado College 1995 — 1995
BA, Philosophy and German Literature
Georg-August-Universität Göttingen 1992 — 1993
Philosophy
Brean Capital, LLC August 2006 - January 2015
WR Hambrecht + Co November 2005 - August 2006
A.G. Edwards July 1999 - February 2005
Merrill Lynch July 1995 - July 1999
Skills
Investments, Hedge Funds, Mutual Funds, Marketing, Equities, Banking, Equity Research, Portfolio Management, Valuation, Financial Modeling, Series 7, Asset Management, Capital Markets
Education
Colorado College 1995 — 1995
BA, Philosophy and German Literature
Georg-August-Universität Göttingen 1992 — 1993
Philosophy
William Garey William Garey's Merrill Lynch Experience June 2011 - September 2011
Job Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Sweet! Corn Chips June 2012 - June 2013
Merrill Lynch June 2011 - September 2011
Salem's Vintage Photography June 2006 - October 2010
Skills
Entrepreneurship, Start-ups, Private Equity
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Economics; Pre-business
St. Mark's School 2006 — 2010
Wells Fargo June 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Sweet! Corn Chips June 2012 - June 2013
Merrill Lynch June 2011 - September 2011
Salem's Vintage Photography June 2006 - October 2010
Skills
Entrepreneurship, Start-ups, Private Equity
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Economics; Pre-business
St. Mark's School 2006 — 2010
Christophe Defert Christophe Defert's Merrill Lynch Experience June 2003 - July 2005
Job Director, M&A and Corporate Development at Direct Energy
Industry Oil & Energy
Experience
Direct Energy May 2014 - Present
Centrica Energy April 2012 - May 2014
Centrica July 2010 - April 2012
Grace Bay Resorts June 2009 - August 2009
TowerBrook Capital Partners September 2005 - April 2008
Merrill Lynch June 2003 - July 2005
Skills
Mergers, Corporate Finance, Private Equity, Due Diligence, Business Strategy, Energy, Valuation, Financial Analysis, Negotiation, Investments, Economics, Financial Modeling, Investment Banking, Renewable Energy, Corporate Development, Project Finance, Structuring, Spanish, French
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Management
The London School of Economics and Political Science (LSE) 2002 — 2003
Diploma, Accounting and Finance
Colorado College 1998 — 2002
BA, Economics and International Relations
Sainte Croix de Neuilly 1994 — 1998
Direct Energy May 2014 - Present
Centrica Energy April 2012 - May 2014
Centrica July 2010 - April 2012
Grace Bay Resorts June 2009 - August 2009
TowerBrook Capital Partners September 2005 - April 2008
Merrill Lynch June 2003 - July 2005
Skills
Mergers, Corporate Finance, Private Equity, Due Diligence, Business Strategy, Energy, Valuation, Financial Analysis, Negotiation, Investments, Economics, Financial Modeling, Investment Banking, Renewable Energy, Corporate Development, Project Finance, Structuring, Spanish, French
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Management
The London School of Economics and Political Science (LSE) 2002 — 2003
Diploma, Accounting and Finance
Colorado College 1998 — 2002
BA, Economics and International Relations
Sainte Croix de Neuilly 1994 — 1998
Dean Fisher Dean Fisher's Merrill Lynch Experience May 2011 - August 2011
Job Financial Analyst at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company July 2014 - Present
The Walt Disney Company May 2013 - August 2013
NBCUniversal, Inc. May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
PowerPoint, Excel, Microsoft Office, Word, Social Media, Windows, Mac, Macroeconomics, Microeconomics, Photoshop, Facebook, Public Speaking, Microsoft Excel, Microsoft Word, Accounting, SAP, Data Analysis, Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration, Junior
Academy of the Canyons Middle College High School 2008 — 2010
High School Diploma
College of the Canyons 2008 — 2010
Associate's degree, Mathematics
The Walt Disney Company July 2014 - Present
The Walt Disney Company May 2013 - August 2013
NBCUniversal, Inc. May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
PowerPoint, Excel, Microsoft Office, Word, Social Media, Windows, Mac, Macroeconomics, Microeconomics, Photoshop, Facebook, Public Speaking, Microsoft Excel, Microsoft Word, Accounting, SAP, Data Analysis, Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration, Junior
Academy of the Canyons Middle College High School 2008 — 2010
High School Diploma
College of the Canyons 2008 — 2010
Associate's degree, Mathematics
Alberto Jimenez Crespo, CFA Alberto Jimenez Crespo, CFA's Merrill Lynch Experience March 2003 - March 2006
Job Portfolio Manager at Aristotle Capital Management, LLC
Industry Investment Management
Experience
Aristotle Capital Management, LLC January 2014 - Present
Vinik Asset Management, LLP 2012 - 2013
Tradewinds Global investors 2006 - 2012
Merrill Lynch March 2003 - March 2006
salomon smith barney August 2000 - December 2002
Skills
Portfolio Management, Valuation, Equities, Asset Managment, Investments, Fixed Income, Alternative Investments, Asset Management, Hedge Funds, Financial Analysis, Asset Allocation, Bloomberg, Financial Modeling, Derivatives, Trading, Equity Research, Capital Markets, Investment Management, Investment Strategies
Education
Colorado School of Mines 1998 — 1999
Ms, economics
Universidad Politecnica del Madrid 1992 — 1997
Mining Engineering
Aristotle Capital Management, LLC January 2014 - Present
Vinik Asset Management, LLP 2012 - 2013
Tradewinds Global investors 2006 - 2012
Merrill Lynch March 2003 - March 2006
salomon smith barney August 2000 - December 2002
Skills
Portfolio Management, Valuation, Equities, Asset Managment, Investments, Fixed Income, Alternative Investments, Asset Management, Hedge Funds, Financial Analysis, Asset Allocation, Bloomberg, Financial Modeling, Derivatives, Trading, Equity Research, Capital Markets, Investment Management, Investment Strategies
Education
Colorado School of Mines 1998 — 1999
Ms, economics
Universidad Politecnica del Madrid 1992 — 1997
Mining Engineering
Andrew Ritts Andrew Ritts's Merrill Lynch Experience February 2013 - May 2013
Job Petroleum Geologist
Industry Oil & Energy
Experience
Shell Oil Company June 2013 - August 2013
Merrill Lynch February 2013 - May 2013
University of Minnesota Duluth June 2008 - August 2009
Raymond James Financial Inc. May 2006 - August 2008
Skills
GIS, Geographix, Petrel, SES Geosteer, Microsoft Office, Adobe Illustrator, Petroleum Geology, Hydrogeology, Economic Geology, Well Log Interpretation, Geologic Mapping, Drill Core Analysis, Hydrothermal Systems, Mineral Exploration, Geological Mapping, Earth Science
Education
Colorado School of Mines 2010 — 2012
Master of Science (MSc), Geology
Carleton College
Bachelor of Arts (B.A.), Geology
Shell Oil Company June 2013 - August 2013
Merrill Lynch February 2013 - May 2013
University of Minnesota Duluth June 2008 - August 2009
Raymond James Financial Inc. May 2006 - August 2008
Skills
GIS, Geographix, Petrel, SES Geosteer, Microsoft Office, Adobe Illustrator, Petroleum Geology, Hydrogeology, Economic Geology, Well Log Interpretation, Geologic Mapping, Drill Core Analysis, Hydrothermal Systems, Mineral Exploration, Geological Mapping, Earth Science
Education
Colorado School of Mines 2010 — 2012
Master of Science (MSc), Geology
Carleton College
Bachelor of Arts (B.A.), Geology
Thomas Wilhelm Thomas Wilhelm's Merrill Lynch Experience September 2010 - December 2010
Job Programming Coordinator at ESPN
Industry Broadcast Media
Experience
ESPN October 2013 - Present
ESPN February 2012 - October 2013
ESPN July 2011 - February 2012
Holy Cross Athletics Department November 2009 - May 2011
Merrill Lynch September 2010 - December 2010
New York Stock Exchange Euronext June 2010 - August 2010
Skills
Strong interpersonal..., strong analytical skills, detail-oriented, strong presentation and..., great time management, strong quantitative and..., strong market awareness, Computer: Microsoft..., Language: Proficiency..., Sports
Education
College of the Holy Cross 2007 — 2011
Bachelor of Arts, Economics
Chaminade High School 2003 — 2007
Diploma
ESPN October 2013 - Present
ESPN February 2012 - October 2013
ESPN July 2011 - February 2012
Holy Cross Athletics Department November 2009 - May 2011
Merrill Lynch September 2010 - December 2010
New York Stock Exchange Euronext June 2010 - August 2010
Skills
Strong interpersonal..., strong analytical skills, detail-oriented, strong presentation and..., great time management, strong quantitative and..., strong market awareness, Computer: Microsoft..., Language: Proficiency..., Sports
Education
College of the Holy Cross 2007 — 2011
Bachelor of Arts, Economics
Chaminade High School 2003 — 2007
Diploma
Beatrice Pang Beatrice Pang's Merrill Lynch Experience July 2001 - June 2003
Job Head of Operations and Finance at True&Co
Industry Computer Software
Experience
True&Co June 2014 - Present
ModeWalk (Acquired - to be announced) January 2011 - April 2014
Lightspeed Venture Partners June 2010 - September 2010
Nokia Growth Partners March 2009 - September 2009
Microsoft Corporation November 2006 - July 2008
Microsoft Corporation July 2003 - October 2006
Merrill Lynch July 2001 - June 2003
Skills
Entrepreneurship, Product Management, Strategic Leadership, Strategy, Start-ups, Strategic Partnerships, Mergers & Acquisitions, Business Development, Business Strategy, Venture Capital, Enterprise Software, Online Advertising, Due Diligence, Executive Management, Corporate Development, Analysis, Valuation, Training, Investments, Negotiation, Facebook, Fundraising, E-commerce, Email Marketing, SaaS, Brand Development, Mergers, Management Consulting, Cross-functional Team...
Education
Stanford University Graduate School of Business 2008 — 2010
MBA, Entrepreneurship and Venture Investing
Colorado College 1997 — 2001
B.A., Economics
True&Co June 2014 - Present
ModeWalk (Acquired - to be announced) January 2011 - April 2014
Lightspeed Venture Partners June 2010 - September 2010
Nokia Growth Partners March 2009 - September 2009
Microsoft Corporation November 2006 - July 2008
Microsoft Corporation July 2003 - October 2006
Merrill Lynch July 2001 - June 2003
Skills
Entrepreneurship, Product Management, Strategic Leadership, Strategy, Start-ups, Strategic Partnerships, Mergers & Acquisitions, Business Development, Business Strategy, Venture Capital, Enterprise Software, Online Advertising, Due Diligence, Executive Management, Corporate Development, Analysis, Valuation, Training, Investments, Negotiation, Facebook, Fundraising, E-commerce, Email Marketing, SaaS, Brand Development, Mergers, Management Consulting, Cross-functional Team...
Education
Stanford University Graduate School of Business 2008 — 2010
MBA, Entrepreneurship and Venture Investing
Colorado College 1997 — 2001
B.A., Economics
Matt Moore Matt Moore's Merrill Lynch Experience April 2011 - July 2012
Job Managing Director | C2FO
Industry Capital Markets
Experience
C2FO July 2014 - March 2015
SunGard Financial Systems July 2012 - July 2014
Merrill Lynch April 2011 - July 2012
IT2 Treasury Solutions March 2010 - April 2011
Reval August 2009 - March 2010
Speranza Systems August 2007 - August 2009
SunGard Financial Systems September 2005 - August 2007
XRT July 2001 - September 2005
NewGeneration Software September 1996 - July 2001
Nortel March 1992 - September 1996
Skills
SaaS, Treasury Management, Networking, Business Development, Capital Markets, Financial Risk, Portfolio Management, Solution Selling, SWIFT payments, Account Management, Cash Management, Treasury, Payments, Financial Services, Financial Markets, Relationship Management, Hedging, Business Analysis
Education
San Francisco State University 1983 — 1985
Bachelor of Arts, Radio/Television
College of San Mateo 1980 — 1983
Associate of Arts, Telecommunications
C2FO July 2014 - March 2015
SunGard Financial Systems July 2012 - July 2014
Merrill Lynch April 2011 - July 2012
IT2 Treasury Solutions March 2010 - April 2011
Reval August 2009 - March 2010
Speranza Systems August 2007 - August 2009
SunGard Financial Systems September 2005 - August 2007
XRT July 2001 - September 2005
NewGeneration Software September 1996 - July 2001
Nortel March 1992 - September 1996
Skills
SaaS, Treasury Management, Networking, Business Development, Capital Markets, Financial Risk, Portfolio Management, Solution Selling, SWIFT payments, Account Management, Cash Management, Treasury, Payments, Financial Services, Financial Markets, Relationship Management, Hedging, Business Analysis
Education
San Francisco State University 1983 — 1985
Bachelor of Arts, Radio/Television
College of San Mateo 1980 — 1983
Associate of Arts, Telecommunications
Heather Ezell's Merrill Lynch Experience May 2014 - December 2014
Job Graduate Teaching Assistant at University of Alaska Fairbanks
Industry Writing and Editing
Experience
University of Alaska Fairbanks January 2015 - Present
Merrill Lynch May 2014 - December 2014
Colorado College Office of Admission and Financial Aid September 2013 - May 2014
The Ruth Barton Writing Center at Colorado College May 2013 - May 2014
Palmer High School January 2014 - January 2014
The Leviathan September 2012 - September 2013
Colorado College Communications Office December 2012 - June 2013
Skills
Writers, Creative Writing, Report Writing, Copy Editing, Text Editing, Peer Tutoring, Admissions, Interviewing Skills, Young Adults, Teaching, Blogging, Web Editing, Web Design, Communication Skills, Hiring Employees, Data Entry, Young Adult Literature, Adobe Design Programs, Editing, Web Content, Journalism, Publications, WordPress, PowerPoint, Public Speaking, Social Media, Microsoft Office, Research
Education
University of Alaska Fairbanks 2014 — 2017
Master of Fine Arts (MFA) / Master of Arts (MA), Creative Writing & Literature
Colorado College 2012 — 2014
Bachelor of Arts (B.A.), English: Creative Writing
University of Alaska Fairbanks January 2015 - Present
Merrill Lynch May 2014 - December 2014
Colorado College Office of Admission and Financial Aid September 2013 - May 2014
The Ruth Barton Writing Center at Colorado College May 2013 - May 2014
Palmer High School January 2014 - January 2014
The Leviathan September 2012 - September 2013
Colorado College Communications Office December 2012 - June 2013
Skills
Writers, Creative Writing, Report Writing, Copy Editing, Text Editing, Peer Tutoring, Admissions, Interviewing Skills, Young Adults, Teaching, Blogging, Web Editing, Web Design, Communication Skills, Hiring Employees, Data Entry, Young Adult Literature, Adobe Design Programs, Editing, Web Content, Journalism, Publications, WordPress, PowerPoint, Public Speaking, Social Media, Microsoft Office, Research
Education
University of Alaska Fairbanks 2014 — 2017
Master of Fine Arts (MFA) / Master of Arts (MA), Creative Writing & Literature
Colorado College 2012 — 2014
Bachelor of Arts (B.A.), English: Creative Writing
Shaun Searle Shaun Searle's Merrill Lynch Experience July 1998 - July 2001
Job Financial Advisor at Harbor Wealth Management, LLC.
Industry Investment Management
Experience
Harbor Wealth Management, LLC July 2006 - Present
Morgan Stanley July 2001 - July 2006
Merrill Lynch July 1998 - July 2001
Skills
Wealth Management, Investment Strategies, Investments, Asset Allocation, Equities, Asset Management, Investment Advisory, Portfolio Management, Mutual Funds, Retirement Planning, Fixed Income, Alternative Investments, Series 7, Wealth Management..., Investment Management
Education
Colorado Christian University 1981 — 1986
Communication, General
Harbor Wealth Management, LLC July 2006 - Present
Morgan Stanley July 2001 - July 2006
Merrill Lynch July 1998 - July 2001
Skills
Wealth Management, Investment Strategies, Investments, Asset Allocation, Equities, Asset Management, Investment Advisory, Portfolio Management, Mutual Funds, Retirement Planning, Fixed Income, Alternative Investments, Series 7, Wealth Management..., Investment Management
Education
Colorado Christian University 1981 — 1986
Communication, General
Scott O'Donoghue's Merrill Lynch Experience May 2012 - August 2012
Job Analyst / Quality Assurance at Eze Software Group
Industry Computer Software
Experience
Eze Software Group June 2014 - Present
College of the Holy Cross August 2010 - May 2014
College of the Holy Cross May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Public Speaking, Economics, PowerPoint, Microsoft Excel, Microsoft Office
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Economics
Eze Software Group June 2014 - Present
College of the Holy Cross August 2010 - May 2014
College of the Holy Cross May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Public Speaking, Economics, PowerPoint, Microsoft Excel, Microsoft Office
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Economics
Liz Brimm Liz Brimm's Merrill Lynch Experience September 2007 - October 2008
Job Chaplain at Wrentham Developmental Center and United Church of Christ Minister
Industry Religious Institutions
Experience
Wrentham Developmental Center September 2013 - Present
Self-employed Clergy July 2010 - Present
Riverside Congregational Church August 2013 - January 2014
St. Luke's Hospital November 2012 - August 2013
Andover Newton Theological School September 2009 - May 2013
Merrill Lynch September 2007 - October 2008
Nantucket Knee Pants, Inc. October 1998 - June 2006
Programart January 1996 - March 1998
Symon Communications January 1989 - April 1994
Skills
Preaching, Pastoral Care, Worship Planning, Youth Ministry, Discipleship and..., Public Speaking, Writing, Discipleship, Theology, Pastoral Counseling, Higher Education, Worship, Fundraising, Community Outreach, Biblical Studies, Program Development, Volunteer Management, Ethics, Teaching, Nonprofits, Grant Writing, Spiritual Direction, Religion, Stewardship, Liturgy, Research, Church Events, Social Justice, Philosophy of Religion, Missions, Interfaith, Gospel, Practical Theology, Church Consulting, Church Administration, Grief Counseling, Conflict Resolution, Psychotherapy, Church Growth, Volunteer Training, Pastoral, Adult Education, Leadership Development, Expository Preaching, Bible, Bible Study, Youth Development, Pastors, Philanthropy, Non-profit Leadership
Education
Andover Newton Theological School 2009 — 2013
MDiv, Divinity
Colorado College 1972 — 1975
BA, English, Physical Science
Wrentham Developmental Center September 2013 - Present
Self-employed Clergy July 2010 - Present
Riverside Congregational Church August 2013 - January 2014
St. Luke's Hospital November 2012 - August 2013
Andover Newton Theological School September 2009 - May 2013
Merrill Lynch September 2007 - October 2008
Nantucket Knee Pants, Inc. October 1998 - June 2006
Programart January 1996 - March 1998
Symon Communications January 1989 - April 1994
Skills
Preaching, Pastoral Care, Worship Planning, Youth Ministry, Discipleship and..., Public Speaking, Writing, Discipleship, Theology, Pastoral Counseling, Higher Education, Worship, Fundraising, Community Outreach, Biblical Studies, Program Development, Volunteer Management, Ethics, Teaching, Nonprofits, Grant Writing, Spiritual Direction, Religion, Stewardship, Liturgy, Research, Church Events, Social Justice, Philosophy of Religion, Missions, Interfaith, Gospel, Practical Theology, Church Consulting, Church Administration, Grief Counseling, Conflict Resolution, Psychotherapy, Church Growth, Volunteer Training, Pastoral, Adult Education, Leadership Development, Expository Preaching, Bible, Bible Study, Youth Development, Pastors, Philanthropy, Non-profit Leadership
Education
Andover Newton Theological School 2009 — 2013
MDiv, Divinity
Colorado College 1972 — 1975
BA, English, Physical Science
Melissa Karty Melissa Karty's Merrill Lynch Experience 2004 - 2006
Job Owner MK Office Solutions, LLC
Industry Executive Office
Experience
MK Office Solutions, LLC September 2006 - Present
Merrill Lynch 2004 - 2006
Skills
Microsoft Office, Executive Coaching, Entrepreneurship, QuickBooks, Customer Service, Microsoft Excel, PowerPoint, Outlook, Microsoft Word
Education
College of the Canyons
Associate of Arts (AA), Social Sciences
MK Office Solutions, LLC September 2006 - Present
Merrill Lynch 2004 - 2006
Skills
Microsoft Office, Executive Coaching, Entrepreneurship, QuickBooks, Customer Service, Microsoft Excel, PowerPoint, Outlook, Microsoft Word
Education
College of the Canyons
Associate of Arts (AA), Social Sciences
Monica Maldonado's Merrill Lynch Experience October 2011 - March 2012
Job Research Analyst
Industry Financial Services
Experience
FactSet August 2014 - Present
MZ Berger December 2012 - August 2014
Merrill Lynch October 2011 - March 2012
Milkie Ferguson Investments May 2011 - August 2011
Crest Auto Group June 2006 - December 2009
Skills
Microsoft Excel, PowerPoint, Bloomberg, Customer Service, Research, Microsoft Office, Bloomberg Terminal, Portfolio Management, Accounting, Equities, Investments, Finance, Sales
Education
Manhattan College 2010 — 2012
Bachelor of Science (BS), Finance
Collin County Community College 2008 — 2010
Associate's degree, Business Administration
Plano East Senior High School 2006 — 2008
Diploma
FactSet August 2014 - Present
MZ Berger December 2012 - August 2014
Merrill Lynch October 2011 - March 2012
Milkie Ferguson Investments May 2011 - August 2011
Crest Auto Group June 2006 - December 2009
Skills
Microsoft Excel, PowerPoint, Bloomberg, Customer Service, Research, Microsoft Office, Bloomberg Terminal, Portfolio Management, Accounting, Equities, Investments, Finance, Sales
Education
Manhattan College 2010 — 2012
Bachelor of Science (BS), Finance
Collin County Community College 2008 — 2010
Associate's degree, Business Administration
Plano East Senior High School 2006 — 2008
Diploma
Katie Shenk Katie Shenk's Merrill Lynch Experience January 2000 - December 2005
Job Sr. Communications Consultant, Participant Communications at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price April 2012 - Present
Great-West Life and Annuity Insurance Company 2009 - April 2012
Merrill Lynch January 2000 - December 2005
Skills
Series 63, Series 6, Sales Presentations, Mutual Funds, Retirement, Marketing Communications, Series 7, 401k, Asset Allocation
Education
Colorado College 1992 — 1996
Bachelor of Arts (B.A.), Biochemistry
T. Rowe Price April 2012 - Present
Great-West Life and Annuity Insurance Company 2009 - April 2012
Merrill Lynch January 2000 - December 2005
Skills
Series 63, Series 6, Sales Presentations, Mutual Funds, Retirement, Marketing Communications, Series 7, 401k, Asset Allocation
Education
Colorado College 1992 — 1996
Bachelor of Arts (B.A.), Biochemistry
Alex Godell Alex Godell's Merrill Lynch Experience May 2007 - August 2007
Job Manager Strategic Planning & Analysis at Alcoa
Industry Mining & Metals
Experience
Alcoa Global Primary Products January 2015 - Present
Alcoa Global Primary Products September 2014 - January 2015
Alcoa Global Primary Products March 2012 - September 2014
Mineral Exploration [Company Confidential] May 2010 - August 2010
Merrill Lynch May 2007 - August 2007
Education
Colorado School of Mines 2010 — 2012
Master of Science (MSc)
Colorado State University 2004 — 2009
Bachelor of Arts (BA)
Nido de Aguilas International School 1993 — 1998
Alcoa Global Primary Products January 2015 - Present
Alcoa Global Primary Products September 2014 - January 2015
Alcoa Global Primary Products March 2012 - September 2014
Mineral Exploration [Company Confidential] May 2010 - August 2010
Merrill Lynch May 2007 - August 2007
Education
Colorado School of Mines 2010 — 2012
Master of Science (MSc)
Colorado State University 2004 — 2009
Bachelor of Arts (BA)
Nido de Aguilas International School 1993 — 1998
Aliza Ritsko Aliza Ritsko's Merrill Lynch Experience March 2008 - May 2008
Job Client Services Coordinator at CB Richard Ellis
Industry Commercial Real Estate
Experience
CB Richard Ellis 2012 - Present
CB Richard Ellis February 2012 - June 2012
Jones Lang LaSalle June 2011 - August 2011
Merrill Lynch March 2008 - May 2008
Skills
Commercial Real Estate, Real Estate, Microsoft Excel, Client Development, Salesforce.com, InDesign, Illustrator, Microsoft Word, Microsoft Office, Writing, Market Research, Marketing
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts, Visual Art History
CB Richard Ellis 2012 - Present
CB Richard Ellis February 2012 - June 2012
Jones Lang LaSalle June 2011 - August 2011
Merrill Lynch March 2008 - May 2008
Skills
Commercial Real Estate, Real Estate, Microsoft Excel, Client Development, Salesforce.com, InDesign, Illustrator, Microsoft Word, Microsoft Office, Writing, Market Research, Marketing
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts, Visual Art History
Tom Hession Tom Hession's Merrill Lynch Experience July 1994 - February 2008
Job Managing Partner at Riverbend Capital Advisors, LLC
Industry Investment Management
Experience
Riverbend Capital Advisors, LLC July 2011 - Present
SilverLeaf Capital Advisors, LLC February 2008 - July 2011
Merrill Lynch July 1994 - February 2008
ChillyBear, Inc June 1988 - August 1992
Skills
Portfolio Management, Bonds, Fixed Income, Investments, Asset Managment, Wealth Management, Investment Strategies, Investment Management, Financial Advisory
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, Marketing
College of the Holy Cross 1984 — 1988
BA, Political Science
Riverbend Capital Advisors, LLC July 2011 - Present
SilverLeaf Capital Advisors, LLC February 2008 - July 2011
Merrill Lynch July 1994 - February 2008
ChillyBear, Inc June 1988 - August 1992
Skills
Portfolio Management, Bonds, Fixed Income, Investments, Asset Managment, Wealth Management, Investment Strategies, Investment Management, Financial Advisory
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, Marketing
College of the Holy Cross 1984 — 1988
BA, Political Science
Jerrel Armstrong Jerrel Armstrong's Merrill Lynch Experience March 2000 - March 2004
Job Managing Partner at Willow Creek Capital
Industry Real Estate
Experience
Willow Creek Capital March 2007 - Present
Deutsche Bank March 2004 - March 2007
Merrill Lynch March 2000 - March 2004
W.I. Carr January 1994 - March 2000
Education
Thunderbird School of Global Management 1991 — 1993
MBA, International Business
Colorado College
BA, World Political Economy
Willow Creek Capital March 2007 - Present
Deutsche Bank March 2004 - March 2007
Merrill Lynch March 2000 - March 2004
W.I. Carr January 1994 - March 2000
Education
Thunderbird School of Global Management 1991 — 1993
MBA, International Business
Colorado College
BA, World Political Economy
Jennifer Brice Garcia Jennifer Brice Garcia's Merrill Lynch Experience February 1998 - March 2000
Job Senior Relationship Specialist Institutional Advisor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2010 - Present
R Capital Advisors October 2007 - October 2010
Coor Capital, LLC September 2006 - November 2007
Wedbush Morgan Securities January 2005 - September 2006
Smith Barney June 2002 - December 2004
Morgan Stanley March 2000 - June 2002
Merrill Lynch February 1998 - March 2000
Neuberger Berman February 1994 - February 1998
Skills
Strategic Planning, Portfolio Management, Alternative Assets, Venture Capital, Asset Managment, Hedge Funds, Investments, Alternative Investments, Equities, Business Development, Asset Management, Corporate Finance, Mutual Funds, Investment Management, Risk Management
Education
Skyline College 1990 — 1991
College of San Mateo 1988 — 1989
Finance & Marketing
Charles Schwab November 2010 - Present
R Capital Advisors October 2007 - October 2010
Coor Capital, LLC September 2006 - November 2007
Wedbush Morgan Securities January 2005 - September 2006
Smith Barney June 2002 - December 2004
Morgan Stanley March 2000 - June 2002
Merrill Lynch February 1998 - March 2000
Neuberger Berman February 1994 - February 1998
Skills
Strategic Planning, Portfolio Management, Alternative Assets, Venture Capital, Asset Managment, Hedge Funds, Investments, Alternative Investments, Equities, Business Development, Asset Management, Corporate Finance, Mutual Funds, Investment Management, Risk Management
Education
Skyline College 1990 — 1991
College of San Mateo 1988 — 1989
Finance & Marketing
David A. Gilchrist David A. Gilchrist's Merrill Lynch Experience June 2009 - December 2009
Job Finance at City of Los Angeles
Industry Financial Services
Experience
City of Los Angeles July 2011 - Present
Law Offices of Eric Becker March 2010 - July 2012
Merrill Lynch June 2009 - December 2009
Education
University of California, Los Angeles 2009 — 2011
Accounting
Loyola Marymount University 2007 — 2010
B.A. Economics, Economics, Business Administration
College of San Mateo
City of Los Angeles July 2011 - Present
Law Offices of Eric Becker March 2010 - July 2012
Merrill Lynch June 2009 - December 2009
Education
University of California, Los Angeles 2009 — 2011
Accounting
Loyola Marymount University 2007 — 2010
B.A. Economics, Economics, Business Administration
College of San Mateo
Daniel Zanatta Daniel Zanatta's Merrill Lynch Experience June 2006 - August 2006
Job Commercial Credit Manager, Vice President at TD
Industry Banking
Experience
TD March 2014 - Present
Final Furlong Racing Stable, LLC October 2009 - Present
TD September 2013 - March 2014
TD August 2012 - September 2013
TD Bank Group December 2011 - September 2012
Enterprise Bank (Enterprise Bancorp) August 2008 - December 2011
Merrill Lynch June 2006 - August 2006
Skills
Commercial Lending, Loans
Education
College of the Holy Cross 2004 — 2008
Economics, Economics, Philosophy
Chaminade High School 2000 — 2004
TD March 2014 - Present
Final Furlong Racing Stable, LLC October 2009 - Present
TD September 2013 - March 2014
TD August 2012 - September 2013
TD Bank Group December 2011 - September 2012
Enterprise Bank (Enterprise Bancorp) August 2008 - December 2011
Merrill Lynch June 2006 - August 2006
Skills
Commercial Lending, Loans
Education
College of the Holy Cross 2004 — 2008
Economics, Economics, Philosophy
Chaminade High School 2000 — 2004
Sam Lupeti Finau Sam Lupeti Finau's Merrill Lynch Experience September 2011 - January 2012
Job Drug Product Manufacturing
Industry Biotechnology
Experience
Genentech September 2012 - Present
Merrill Lynch September 2011 - January 2012
Bank of America June 2010 - September 2011
Bank of America May 2008 - June 2010
Bank of America August 2004 - May 2008
Skills
Fluent in Tongan, Banking, Retail Banking, Microsoft Office 2007, Sales Management, Business Development, Credit, Coaching, Customer Satisfaction, Leadership, Management, Sales, Training
Education
Menlo College 2001 — 2005
Business Management, General Business
College of San Mateo 1999 — 2001
Associate of Arts, Liberal Arts
Menlo Atherton 1993 — 1997
Genentech September 2012 - Present
Merrill Lynch September 2011 - January 2012
Bank of America June 2010 - September 2011
Bank of America May 2008 - June 2010
Bank of America August 2004 - May 2008
Skills
Fluent in Tongan, Banking, Retail Banking, Microsoft Office 2007, Sales Management, Business Development, Credit, Coaching, Customer Satisfaction, Leadership, Management, Sales, Training
Education
Menlo College 2001 — 2005
Business Management, General Business
College of San Mateo 1999 — 2001
Associate of Arts, Liberal Arts
Menlo Atherton 1993 — 1997
Kevin Knopp Kevin Knopp's Merrill Lynch Experience January 2000 - April 2001
Job Master Builder & Photographer
Industry Construction
Experience
Vision X3 Photography January 2010 - Present
Core Building Services September 2007 - Present
5K Design & Construction Inc. January 2010 - January 2015
Vision X3 Building & 3D Design May 2009 - January 2014
5K Construction Inc. May 2004 - June 2012
DK Construction April 2001 - May 2004
Merrill Lynch January 2000 - April 2001
Skills
Project Planning, Management, Strategic Planning, Customer Service, Negotiation, Team Building, Leadership, Risk Management, Budgets, Project Management, Sales, Entrepreneurship, Small Business, Business Development
Education
College of San Mateo
Vision X3 Photography January 2010 - Present
Core Building Services September 2007 - Present
5K Design & Construction Inc. January 2010 - January 2015
Vision X3 Building & 3D Design May 2009 - January 2014
5K Construction Inc. May 2004 - June 2012
DK Construction April 2001 - May 2004
Merrill Lynch January 2000 - April 2001
Skills
Project Planning, Management, Strategic Planning, Customer Service, Negotiation, Team Building, Leadership, Risk Management, Budgets, Project Management, Sales, Entrepreneurship, Small Business, Business Development
Education
College of San Mateo
Ashley Buhl Ashley Buhl's Merrill Lynch Experience 2000 - 2003
Job Wealth Strategy Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2003 - Present
Merrill Lynch 2000 - 2003
Education
College of Saint Elizabeth
Bachelor's degree, Business
UBS Financial Services February 2003 - Present
Merrill Lynch 2000 - 2003
Education
College of Saint Elizabeth
Bachelor's degree, Business
Maria Decicco Maria Decicco's Merrill Lynch Experience September 1986 - August 1989
Job Supervisor
Industry Accounting
Experience
Margolin, Winer & Evens LLP October 2000 - Present
BDO Seidman, LLP 1990 - 1995
Merrill Lynch September 1986 - August 1989
Education
Yorktown High School 1977 — 1981
College of Mount Saint Vincent
Margolin, Winer & Evens LLP October 2000 - Present
BDO Seidman, LLP 1990 - 1995
Merrill Lynch September 1986 - August 1989
Education
Yorktown High School 1977 — 1981
College of Mount Saint Vincent
Laura Baird Laura Baird's Merrill Lynch Experience 2006 - 2009
Job Senior Vice President at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation 2012 - Present
MetLife 2011 - 2012
MetLife 2009 - 2010
Merrill Lynch 2006 - 2009
Merrill Lynch 2004 - 2006
Merrill Lynch 1998 - 2004
New York Life 1990 - 1998
Skills
Vendor Management, SDLC, IT Strategy, Risk Management, Portfolio Management, Financial Services, PMO, Series 7, Business Analysis, Wealth Management, Process Improvement, Insurance, Program Management, Securities, Series 63, Six Sigma, IT Management, IT Outsourcing, IT Transformation, IT Solutions, Lean Software..., Agile Methodologies, CMMI, Financial Systems, Business Development, CRM, Leadership, Strategic Planning, Management, Strategy, Governance, Software Development, Project Portfolio..., Business Process...
Education
Colorado College 1981 — 1983
BA, Political Science and French
Hollins University 1978 — 1980
Liberal Arts
Moody's Corporation 2012 - Present
MetLife 2011 - 2012
MetLife 2009 - 2010
Merrill Lynch 2006 - 2009
Merrill Lynch 2004 - 2006
Merrill Lynch 1998 - 2004
New York Life 1990 - 1998
Skills
Vendor Management, SDLC, IT Strategy, Risk Management, Portfolio Management, Financial Services, PMO, Series 7, Business Analysis, Wealth Management, Process Improvement, Insurance, Program Management, Securities, Series 63, Six Sigma, IT Management, IT Outsourcing, IT Transformation, IT Solutions, Lean Software..., Agile Methodologies, CMMI, Financial Systems, Business Development, CRM, Leadership, Strategic Planning, Management, Strategy, Governance, Software Development, Project Portfolio..., Business Process...
Education
Colorado College 1981 — 1983
BA, Political Science and French
Hollins University 1978 — 1980
Liberal Arts
Lee Ann Quenault Lee Ann Quenault's Merrill Lynch Experience February 1992 - April 1999
Job First Vice President UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. May 2012 - Present
Fun Rain Boots May 2003 - September 2013
Morgan Stanley Smith Barney April 1999 - May 2012
Merrill Lynch February 1992 - April 1999
Education
Voorhees High School 1979 — 1983
HS Degree
Fairleigh Dickinson University-Florham Campus
Business
College of Saint Elizabeth
Business, Art History
UBS Financial Services Inc. May 2012 - Present
Fun Rain Boots May 2003 - September 2013
Morgan Stanley Smith Barney April 1999 - May 2012
Merrill Lynch February 1992 - April 1999
Education
Voorhees High School 1979 — 1983
HS Degree
Fairleigh Dickinson University-Florham Campus
Business
College of Saint Elizabeth
Business, Art History
E. Matthew Egliskis, CRPC's Merrill Lynch Experience October 2012 - March 2014
Job Wealth Manager at Terra Stone Wealth Management, A member of the Advisory Services Network
Industry Financial Services
Experience
Terra Stone Wealth Management, A member of the Advisory Services Network, LLC. February 2015 - Present
United Capital Financial Advisers, LLC March 2014 - January 2015
Merrill Lynch October 2012 - March 2014
USAA January 2010 - October 2012
Bank of America November 2007 - January 2009
Wachovia Bank January 2006 - November 2007
Skills
Series 7, Series 63, Series 65, Series 6, Term Life Insurance, Permanent Life Insurance, Managed Money, Mutual Funds, Brokerage, Residential Mortgages, Banking, Private Banking, Retirement Planning, Retirement Income..., Wealth Management, Finance, Investment Advisory, Financial Advisory, Asset Allocation
Education
College of the Holy Cross 1998 — 2002
Bachelor's degree
Terra Stone Wealth Management, A member of the Advisory Services Network, LLC. February 2015 - Present
United Capital Financial Advisers, LLC March 2014 - January 2015
Merrill Lynch October 2012 - March 2014
USAA January 2010 - October 2012
Bank of America November 2007 - January 2009
Wachovia Bank January 2006 - November 2007
Skills
Series 7, Series 63, Series 65, Series 6, Term Life Insurance, Permanent Life Insurance, Managed Money, Mutual Funds, Brokerage, Residential Mortgages, Banking, Private Banking, Retirement Planning, Retirement Income..., Wealth Management, Finance, Investment Advisory, Financial Advisory, Asset Allocation
Education
College of the Holy Cross 1998 — 2002
Bachelor's degree
Duane Maue Duane Maue's Merrill Lynch Experience January 2009 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2009 - Present
UBS Wealth Management April 2005 - January 2009
Dynegy June 2000 - March 2005
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Equities, Series 7, Investment Advisory, Asset Allocation, Fixed Income, Mutual Funds, Investment Strategies, Retirement, Alternative Investments, Securities, Financial Advisory, Series 66, Series 31
Education
Rice University - Jesse H. Jones Graduate School of Management 1999 — 2001
Master of Business Administration (M.B.A.)
Colorado School of Mines 1985 — 1990
Bachelor of Science (BSc), Engineering
Merrill Lynch January 2009 - Present
UBS Wealth Management April 2005 - January 2009
Dynegy June 2000 - March 2005
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Equities, Series 7, Investment Advisory, Asset Allocation, Fixed Income, Mutual Funds, Investment Strategies, Retirement, Alternative Investments, Securities, Financial Advisory, Series 66, Series 31
Education
Rice University - Jesse H. Jones Graduate School of Management 1999 — 2001
Master of Business Administration (M.B.A.)
Colorado School of Mines 1985 — 1990
Bachelor of Science (BSc), Engineering
David Winfrey David Winfrey's Merrill Lynch Experience October 2006 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2006 - Present
Bank of America January 2009 - October 2012
COUNTRYWIDE HOME LOANS/BANK OF AMERICA January 2006 - October 2012
Bank of America 2005 - October 2012
Bank of America 1999 - 2009
Bank of the Cascades January 2004 - January 2006
MARINA MORTGAGE/AHM January 2002 - January 2004
American Home Mortgage January 1997 - January 2000
Skills
Refinance, Reverse Mortgages, FHA, Mortgage Banking, Mortgage Lending, USDA, Government Loans, VA loans, Loans, Loan Origination, HUD, Real Estate, First Time Home Buyers, Investors, Home Equity Lines of..., Short Sales, Residential Homes, Investment Properties, REO, Credit, Sellers, Funding, Foreclosures, Non-Conforming, Residential Mortgages, Mortgage Underwriting
Education
Desert Cities Real Estate School
Littleton High School
College of the Desert
Merrill Lynch October 2006 - Present
Bank of America January 2009 - October 2012
COUNTRYWIDE HOME LOANS/BANK OF AMERICA January 2006 - October 2012
Bank of America 2005 - October 2012
Bank of America 1999 - 2009
Bank of the Cascades January 2004 - January 2006
MARINA MORTGAGE/AHM January 2002 - January 2004
American Home Mortgage January 1997 - January 2000
Skills
Refinance, Reverse Mortgages, FHA, Mortgage Banking, Mortgage Lending, USDA, Government Loans, VA loans, Loans, Loan Origination, HUD, Real Estate, First Time Home Buyers, Investors, Home Equity Lines of..., Short Sales, Residential Homes, Investment Properties, REO, Credit, Sellers, Funding, Foreclosures, Non-Conforming, Residential Mortgages, Mortgage Underwriting
Education
Desert Cities Real Estate School
Littleton High School
College of the Desert
Ryno Wess's Merrill Lynch Experience January 1997 - January 2000
Job CEO at Ryno Talent
Industry Entertainment
Experience
Ryno Talent March 2007 - Present
Washington Mutual February 2000 - June 2005
Merrill Lynch January 1997 - January 2000
Skills
Entertainment, Film, Video Production, Television, Social Media, Music, Event Management, Event Planning, Advertising, Photoshop, Photography, Film Production, Social Media Marketing, Video, Graphic Design, Publicity, Blogging, Media Relations, Social Networking, Press Releases, Public Relations, Marketing, Public Speaking
Education
Mesa State College
Ryno Talent March 2007 - Present
Washington Mutual February 2000 - June 2005
Merrill Lynch January 1997 - January 2000
Skills
Entertainment, Film, Video Production, Television, Social Media, Music, Event Management, Event Planning, Advertising, Photoshop, Photography, Film Production, Social Media Marketing, Video, Graphic Design, Publicity, Blogging, Media Relations, Social Networking, Press Releases, Public Relations, Marketing, Public Speaking
Education
Mesa State College
Thomas Morley, CPCU Thomas Morley, CPCU's Merrill Lynch Experience February 2009 - April 2009
Job Project Leader at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance December 2014 - Present
Liberty Mutual Insurance April 2014 - Present
Liberty Mutual Insurance December 2012 - April 2014
Liberty Mutual Insurance January 2012 - December 2012
The Hanover Insurance Group August 2011 - January 2012
The Hanover Insurance Group June 2010 - January 2012
Opus Investment Management June 2009 - August 2009
Merrill Lynch February 2009 - April 2009
Carney Antell LLC May 2008 - August 2008
Skills
Insurance, Underwriting, Investments, Property, Microsoft Excel, Property & Casualty..., Data Analysis, Leadership, PowerPoint, Financial Analysis, Business Analysis, Management, Analytics, Analysis, Risk Management, Microsoft Office, Public Speaking, Research, Microsoft Word, General Insurance
Education
William E. Simon School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
College of the Holy Cross 2006 — 2010
Bachelor, Economics
Liberty Mutual Insurance December 2014 - Present
Liberty Mutual Insurance April 2014 - Present
Liberty Mutual Insurance December 2012 - April 2014
Liberty Mutual Insurance January 2012 - December 2012
The Hanover Insurance Group August 2011 - January 2012
The Hanover Insurance Group June 2010 - January 2012
Opus Investment Management June 2009 - August 2009
Merrill Lynch February 2009 - April 2009
Carney Antell LLC May 2008 - August 2008
Skills
Insurance, Underwriting, Investments, Property, Microsoft Excel, Property & Casualty..., Data Analysis, Leadership, PowerPoint, Financial Analysis, Business Analysis, Management, Analytics, Analysis, Risk Management, Microsoft Office, Public Speaking, Research, Microsoft Word, General Insurance
Education
William E. Simon School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
College of the Holy Cross 2006 — 2010
Bachelor, Economics
Gerald Mistretta Gerald Mistretta's Merrill Lynch Experience July 2014 - Present
Job MSG Product Specialist at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Maxim Group July 2013 - July 2014
Maxim Group May 2012 - August 2012
Bodden Partners May 2011 - August 2011
Skills
Finance, Investments, Sales, Series 7, Marketing, Financial Analysis, Fixed Income, Market Research, Social Media Marketing, Portfolio Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Series 63
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), Economics
Xaverian High School 2005 — 2009
Merrill Lynch July 2014 - Present
Maxim Group July 2013 - July 2014
Maxim Group May 2012 - August 2012
Bodden Partners May 2011 - August 2011
Skills
Finance, Investments, Sales, Series 7, Marketing, Financial Analysis, Fixed Income, Market Research, Social Media Marketing, Portfolio Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Series 63
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), Economics
Xaverian High School 2005 — 2009
Lowell Cisowski's Merrill Lynch Experience October 1998 - September 2001
Job SVT LLC Store Director
Industry Retail
Experience
SVT.LLC June 2015 - Present
Pilot Flying J October 2012 - May 2015
Coca-Cola Refreshments October 2003 - September 2012
Spartan Stores September 2001 - September 2003
Merrill Lynch October 1998 - September 2001
Albertsons July 1988 - October 1998
Skills
Loss Prevention, Pricing, Cross-functional Team..., Planograms, Account Management, Customer Service, Hiring, Food, People Development, Coaching, Assortment, Employee Relations, Gross Profit, Logistics, Recruiting, Time Management, Store Operations, Shrinkage, Leadership
Education
Albertson College of Idaho 1985 — 1988
Bachelors of Business Admin, Marketing/Marketing Management, General
College of Southern Idaho 1983 — 1985
Associate's degree, General Studies
SVT.LLC June 2015 - Present
Pilot Flying J October 2012 - May 2015
Coca-Cola Refreshments October 2003 - September 2012
Spartan Stores September 2001 - September 2003
Merrill Lynch October 1998 - September 2001
Albertsons July 1988 - October 1998
Skills
Loss Prevention, Pricing, Cross-functional Team..., Planograms, Account Management, Customer Service, Hiring, Food, People Development, Coaching, Assortment, Employee Relations, Gross Profit, Logistics, Recruiting, Time Management, Store Operations, Shrinkage, Leadership
Education
Albertson College of Idaho 1985 — 1988
Bachelors of Business Admin, Marketing/Marketing Management, General
College of Southern Idaho 1983 — 1985
Associate's degree, General Studies
Timothy O'Connor's Merrill Lynch Experience March 2002 - January 2009
Job Major Accounts, Sprinklr: Helping brands deliver an optimized experience to their customers
Industry Computer Software
Experience
Sprinklr January 2015 - Present
Sprinklr January 2014 - December 2014
Sprinklr July 2012 - December 2013
Imperial Capital December 2011 - June 2012
Telsey Advisory Group March 2009 - October 2011
Merrill Lynch March 2002 - January 2009
Skills
Social Media, Enterprise Software, Financial Services, SaaS, Social Media Measurement, Solution Selling, Social Media Consulting, Corporate Social Media, Account Management, Sales Management, Thought Leadership, Social Selling, Coaching & Mentoring, Peer Mentoring, Cross Functional Team..., Public Speaking, Creative Writing
Education
College of the Holy Cross 1997 — 2001
Bachelor of Arts (B.A.), English Literature, Italian Language
Darien High School
Sprinklr January 2015 - Present
Sprinklr January 2014 - December 2014
Sprinklr July 2012 - December 2013
Imperial Capital December 2011 - June 2012
Telsey Advisory Group March 2009 - October 2011
Merrill Lynch March 2002 - January 2009
Skills
Social Media, Enterprise Software, Financial Services, SaaS, Social Media Measurement, Solution Selling, Social Media Consulting, Corporate Social Media, Account Management, Sales Management, Thought Leadership, Social Selling, Coaching & Mentoring, Peer Mentoring, Cross Functional Team..., Public Speaking, Creative Writing
Education
College of the Holy Cross 1997 — 2001
Bachelor of Arts (B.A.), English Literature, Italian Language
Darien High School
Petar Georgiev Petar Georgiev's Merrill Lynch Experience June 2008 - June 2010
Job Allstate
Industry Insurance
Experience
Allstate July 2015 - Present
GEICO July 2012 - March 2015
The Walt Disney Company June 2011 - April 2012
DuPont June 2010 - September 2010
Merrill Lynch June 2008 - June 2010
Skills
Sales Force, Bloomberg, SAP, Excel, Microsoft Office, Microsoft Excel, Finance, Sales, Financial Analysis, Analysis, Accounting, Portfolio Management, Corporate Finance, Auditing, Teamwork, Competitive Analysis, PowerPoint, Microsoft Word, Customer Service, Time Management, Leadership, Public Speaking, Social Networking, Data Analysis, Marketing, Access, Budgets, Project Management
Education
University of California, Riverside 2010 — 2012
Bachelor of Science, Finance
College of the Desert 2008 — 2010
Transfer, Business Administration
Technical University Sofia 2000 — 2006
Bachelor of Science, Electronic Engineering and Technology
Allstate July 2015 - Present
GEICO July 2012 - March 2015
The Walt Disney Company June 2011 - April 2012
DuPont June 2010 - September 2010
Merrill Lynch June 2008 - June 2010
Skills
Sales Force, Bloomberg, SAP, Excel, Microsoft Office, Microsoft Excel, Finance, Sales, Financial Analysis, Analysis, Accounting, Portfolio Management, Corporate Finance, Auditing, Teamwork, Competitive Analysis, PowerPoint, Microsoft Word, Customer Service, Time Management, Leadership, Public Speaking, Social Networking, Data Analysis, Marketing, Access, Budgets, Project Management
Education
University of California, Riverside 2010 — 2012
Bachelor of Science, Finance
College of the Desert 2008 — 2010
Transfer, Business Administration
Technical University Sofia 2000 — 2006
Bachelor of Science, Electronic Engineering and Technology
Thomas Arrigg Thomas Arrigg's Merrill Lynch Experience May 2010 - December 2010
Job Senior Manager at Huxley Banking & Financial Services
Industry Financial Services
Experience
Huxley Banking & Financial Services August 2015 - Present
Huxley Associates May 2014 - Present
Huxley Associates September 2013 - May 2014
Huxley Associates February 2012 - August 2013
EMC July 2010 - February 2012
Merrill Lynch May 2010 - December 2010
AARP Financial May 2008 - September 2008
Skills
.NET, HTML, C#, C++, JAVA, SQL, CheckPoint, CSS, JQuery, JScript, .NET 4.0, ASP.NET, VB.NET, .NET Developer, Software Development, WinForms, Java, Derivatives, WPF
Education
College of the Holy Cross 2006 — 2010
Huxley Banking & Financial Services August 2015 - Present
Huxley Associates May 2014 - Present
Huxley Associates September 2013 - May 2014
Huxley Associates February 2012 - August 2013
EMC July 2010 - February 2012
Merrill Lynch May 2010 - December 2010
AARP Financial May 2008 - September 2008
Skills
.NET, HTML, C#, C++, JAVA, SQL, CheckPoint, CSS, JQuery, JScript, .NET 4.0, ASP.NET, VB.NET, .NET Developer, Software Development, WinForms, Java, Derivatives, WPF
Education
College of the Holy Cross 2006 — 2010
Steve Kenny Steve Kenny's Merrill Lynch Experience 1982 - 1986
Job Teacher/Coach at St. Joseph Regional High School
Industry Financial Services
Experience
St. Joseph Regional High School January 2011 - Present
Knight Capital Group March 2009 - October 2010
Glen Rock High School March 2007 - October 2008
UBS Investment Bank March 1992 - October 2006
DLJ March 1990 - March 1992
LF Rothschild March 1986 - February 1989
Merrill Lynch 1982 - 1986
Skills
Strategy, Marketing, Portfolio Management, Investments, Fixed Income, Public Speaking, Equities, Strategic Planning, Series 7, Risk Management, Valuation, Financial Analysis, Capital Markets, Hedge Funds, Electronic Trading, Emerging Markets, Bloomberg, Structured Products, Series 63, Bonds, Alternative Investments
Education
St. Peter's University 2011 — 2014
Candidate for Masters, Secondary Education and Teaching
College of the Holy Cross 1977 — 1981
BA, English
St. Joseph Regional High School January 2011 - Present
Knight Capital Group March 2009 - October 2010
Glen Rock High School March 2007 - October 2008
UBS Investment Bank March 1992 - October 2006
DLJ March 1990 - March 1992
LF Rothschild March 1986 - February 1989
Merrill Lynch 1982 - 1986
Skills
Strategy, Marketing, Portfolio Management, Investments, Fixed Income, Public Speaking, Equities, Strategic Planning, Series 7, Risk Management, Valuation, Financial Analysis, Capital Markets, Hedge Funds, Electronic Trading, Emerging Markets, Bloomberg, Structured Products, Series 63, Bonds, Alternative Investments
Education
St. Peter's University 2011 — 2014
Candidate for Masters, Secondary Education and Teaching
College of the Holy Cross 1977 — 1981
BA, English
Brittany (Baumgartner) McCabe Brittany (Baumgartner) McCabe's Merrill Lynch Experience August 2011 - December 2011
Job Master of Occupational Therapy Student
Industry Medical Practice
Experience
New Day Wellness, LLC January 2013 - January 2014
Merrill Lynch August 2011 - December 2011
MGM Resorts International January 2006 - July 2011
Elevate Media January 2011 - May 2011
Langdon Flynn Communications June 2010 - January 2011
Skills
Event Management, Public Relations, Social Media, Customer Service, Marketing Communications, Marketing Research, Promotions, Sales Support, Occupational Therapy, Occupational..., Therapeutic Modalities
Education
University of St. Augustine for Health Sciences
Master of Occupational Therapy, Occupational Therapy/Therapist
University of Nevada-Las Vegas 2008 — 2011
Journalism and Media Studies, Integrated Marketing Communication, Communication, Sociology
College of Southern Nevada 2006 — 2008
Associate of Art
New Day Wellness, LLC January 2013 - January 2014
Merrill Lynch August 2011 - December 2011
MGM Resorts International January 2006 - July 2011
Elevate Media January 2011 - May 2011
Langdon Flynn Communications June 2010 - January 2011
Skills
Event Management, Public Relations, Social Media, Customer Service, Marketing Communications, Marketing Research, Promotions, Sales Support, Occupational Therapy, Occupational..., Therapeutic Modalities
Education
University of St. Augustine for Health Sciences
Master of Occupational Therapy, Occupational Therapy/Therapist
University of Nevada-Las Vegas 2008 — 2011
Journalism and Media Studies, Integrated Marketing Communication, Communication, Sociology
College of Southern Nevada 2006 — 2008
Associate of Art
Ted Sweeney Ted Sweeney's Merrill Lynch Experience May 2006 - September 2008
Job Founder & CEO at Moonlight Trading
Industry Investment Management
Experience
Moonlight Trading November 2014 - Present
Robert W. Baird & Co. September 2008 - October 2014
Merrill Lynch May 2006 - September 2008
Bernstein Investment Research and Management February 2003 - January 2006
Merrill Lynch January 2002 - May 2002
Salomon Smith Barney 2001 - 2002
Education
Villanova University 2000 — 2002
BS, Economics
College of the Holy Cross 1998 — 1999
Economics
Moonlight Trading November 2014 - Present
Robert W. Baird & Co. September 2008 - October 2014
Merrill Lynch May 2006 - September 2008
Bernstein Investment Research and Management February 2003 - January 2006
Merrill Lynch January 2002 - May 2002
Salomon Smith Barney 2001 - 2002
Education
Villanova University 2000 — 2002
BS, Economics
College of the Holy Cross 1998 — 1999
Economics
Schone Malliet Schone Malliet's Merrill Lynch Experience 2005 - 2008
Job National Winter Activity Center ("The Center") CEO
Industry Nonprofit Organization Management
Experience
National Winter Activity Center ("The Center") December 2014 - Present
National Winter Sports Education Foundation February 2010 - Present
YMCA of Greater New York February 2007 - Present
Wells Fargo Private Bank January 2009 - September 2013
Noel Pointer Foundation 2008 - 2010
Merrill Lynch 2005 - 2008
National Brotherhood of Skiers Inc. 1996 - 2006
alyXsys Inc. 2001 - 2005
ViaNovus 1998 - 2000
Ziff Davis Market Intelligence 1995 - 1998
Skills
Fundraising, Mergers & Acquisitions, Leadership, Recruiting, Marketing, Start-ups, Strategy, Management, Program Management, Business Development, CRM, Financial Services, Portfolio Management, Public Speaking, Strategic Planning, Sales, Finance, Wealth Management, Sports, Risk Management, Nonprofits, Negotiation, Entrepreneurship, Financial Analysis, Investments, Banking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1981 — 1983
MBA, Management and Marketing
College of the Holy Cross
Bachelor of Arts (BA), Economics
National Winter Activity Center ("The Center") December 2014 - Present
National Winter Sports Education Foundation February 2010 - Present
YMCA of Greater New York February 2007 - Present
Wells Fargo Private Bank January 2009 - September 2013
Noel Pointer Foundation 2008 - 2010
Merrill Lynch 2005 - 2008
National Brotherhood of Skiers Inc. 1996 - 2006
alyXsys Inc. 2001 - 2005
ViaNovus 1998 - 2000
Ziff Davis Market Intelligence 1995 - 1998
Skills
Fundraising, Mergers & Acquisitions, Leadership, Recruiting, Marketing, Start-ups, Strategy, Management, Program Management, Business Development, CRM, Financial Services, Portfolio Management, Public Speaking, Strategic Planning, Sales, Finance, Wealth Management, Sports, Risk Management, Nonprofits, Negotiation, Entrepreneurship, Financial Analysis, Investments, Banking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1981 — 1983
MBA, Management and Marketing
College of the Holy Cross
Bachelor of Arts (BA), Economics
Zane Zeman Zane Zeman's Merrill Lynch Experience October 2015 - Present
Job Abandoned Securities Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2015 - Present
University of North Florida June 2011 - Present
CIT June 2015 - August 2015
Advent Software January 2015 - May 2015
Regus November 2014 - May 2015
Buddha's Thai Bistro June 2013 - May 2014
Value Place March 2012 - June 2013
Bluewater Builders December 2009 - May 2011
ACE Educational May 2009 - August 2010
Education
University of North Florida 2011 — 2015
Bachelor's Degree, Finance, General, Senior
Cologne University of Applied Sciences 2014 — 2014
European Business Management
KEDGE Business School 2014 — 2014
Sustainability and International Management
Coral Glades High School 2007 — 2011
Merrill Lynch October 2015 - Present
University of North Florida June 2011 - Present
CIT June 2015 - August 2015
Advent Software January 2015 - May 2015
Regus November 2014 - May 2015
Buddha's Thai Bistro June 2013 - May 2014
Value Place March 2012 - June 2013
Bluewater Builders December 2009 - May 2011
ACE Educational May 2009 - August 2010
Education
University of North Florida 2011 — 2015
Bachelor's Degree, Finance, General, Senior
Cologne University of Applied Sciences 2014 — 2014
European Business Management
KEDGE Business School 2014 — 2014
Sustainability and International Management
Coral Glades High School 2007 — 2011
Jenny Elstein Jenny Elstein's Merrill Lynch Experience February 2004 - January 2006
Job Senior Vice President at Weston Banks Wealth Partners
Industry Financial Services
Experience
Weston Banks Wealth Partners April 2015 - Present
Principal Financial Group March 2013 - April 2015
Principal Financial Group March 2009 - March 2013
Principal Financial Group September 2007 - March 2009
Principal Financial Group January 2006 - September 2007
Merrill Lynch February 2004 - January 2006
SBC Southwestern Bell Yellow April 2003 - January 2004
Smith Barney March 1998 - April 2003
Skills
Series 7, Series 63, Non-Qualified Deferred..., Retirement, 409A, Process Improvement, Business Planning, Insurance, Relationship Management, Client Services, Defined Benefit, Administration, Operational Analysis, Business Analysis, Customer Relations, Investments, Account Management, Mutual Funds, Financial Services, Wealth Management..., Microsoft Excel, Series 6, Customer Service, Excel, Problem Solving, Word, Securities, Research, PowerPoint, Outlook, Series 65, Client Service, Microsoft Office, Project Management, Business Process..., Operational Excellence, Operations Management, Operational Planning
Education
College of San Mateo
Weston Banks Wealth Partners April 2015 - Present
Principal Financial Group March 2013 - April 2015
Principal Financial Group March 2009 - March 2013
Principal Financial Group September 2007 - March 2009
Principal Financial Group January 2006 - September 2007
Merrill Lynch February 2004 - January 2006
SBC Southwestern Bell Yellow April 2003 - January 2004
Smith Barney March 1998 - April 2003
Skills
Series 7, Series 63, Non-Qualified Deferred..., Retirement, 409A, Process Improvement, Business Planning, Insurance, Relationship Management, Client Services, Defined Benefit, Administration, Operational Analysis, Business Analysis, Customer Relations, Investments, Account Management, Mutual Funds, Financial Services, Wealth Management..., Microsoft Excel, Series 6, Customer Service, Excel, Problem Solving, Word, Securities, Research, PowerPoint, Outlook, Series 65, Client Service, Microsoft Office, Project Management, Business Process..., Operational Excellence, Operations Management, Operational Planning
Education
College of San Mateo
George Kenny's Merrill Lynch Experience August 1992 - August 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
Independent Financial Services Professional June 2015 - Present
UBS April 2011 - May 2015
Bank of America August 2007 - September 2009
Merrill Lynch August 1992 - August 2007
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Master of Business Administration (MBA)
College of the Holy Cross 1981 — 1985
Bachelor of Arts (BA), Economics
Independent Financial Services Professional June 2015 - Present
UBS April 2011 - May 2015
Bank of America August 2007 - September 2009
Merrill Lynch August 1992 - August 2007
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Master of Business Administration (MBA)
College of the Holy Cross 1981 — 1985
Bachelor of Arts (BA), Economics
Julissa Rodriguez Julissa Rodriguez's Merrill Lynch Experience October 2007 - March 2009
Job Human Resources Manager/HRBP at The New York Times
Industry Marketing and Advertising
Experience
The New York Times June 2015 - Present
Weight Watchers January 2015 - March 2015
New York Life Insurance Company July 2012 - January 2015
New York Life Insurance Company November 2010 - July 2012
Morgan Stanley September 2009 - November 2010
Merrill Lynch October 2007 - March 2009
Time Warner Cable July 2006 - October 2007
Skills
Onboarding, Employee Relations, HRIS, Applicant Tracking..., Human Resources, Employee Benefits, College Recruiting, Talent Acquisition, Recruiting, Benefits Administration, Talent Management, Performance Management, New Hire Orientations, PeopleSoft, Interviews, Succession Planning
Education
New York University 2013 — 2016
Masters of Science (MS), Human Resources Management
Villanova University 2007 — 2007
Certificate, Human Resources Management
College of the Holy Cross 2002 — 2006
Bachelor of Arts, Sociology
The New York Times June 2015 - Present
Weight Watchers January 2015 - March 2015
New York Life Insurance Company July 2012 - January 2015
New York Life Insurance Company November 2010 - July 2012
Morgan Stanley September 2009 - November 2010
Merrill Lynch October 2007 - March 2009
Time Warner Cable July 2006 - October 2007
Skills
Onboarding, Employee Relations, HRIS, Applicant Tracking..., Human Resources, Employee Benefits, College Recruiting, Talent Acquisition, Recruiting, Benefits Administration, Talent Management, Performance Management, New Hire Orientations, PeopleSoft, Interviews, Succession Planning
Education
New York University 2013 — 2016
Masters of Science (MS), Human Resources Management
Villanova University 2007 — 2007
Certificate, Human Resources Management
College of the Holy Cross 2002 — 2006
Bachelor of Arts, Sociology
Jonathan Fine Jonathan Fine's Merrill Lynch Experience June 2009 - January 2010
Job Litigation Case Manager at Cravath, Swaine & Moore LLP
Industry Law Practice
Experience
Cravath, Swaine & Moore LLP June 2013 - August 2015
Cravath, Swaine & Moore LLP February 2012 - June 2013
Cravath, Swaine & Moore LLP February 2011 - February 2012
Merrill Lynch June 2009 - January 2010
Garry Hebert's World Academy of Hockey May 2002 - September 2008
Skills
Legal Research, Westlaw, Litigation, Investment Strategies, Legal Writing, Lexis, Litigation Support, Legal Assistance, Document Review, Trials, Corporate Governance, Due Diligence, Securities, Mutual Funds, Close Attention to..., Research, Relativity, Microsoft Excel
Education
College of the Holy Cross 2007 — 2010
Bachelor of Arts, Economics
Trinity-Pawling School 2005 — 2006
Cravath, Swaine & Moore LLP June 2013 - August 2015
Cravath, Swaine & Moore LLP February 2012 - June 2013
Cravath, Swaine & Moore LLP February 2011 - February 2012
Merrill Lynch June 2009 - January 2010
Garry Hebert's World Academy of Hockey May 2002 - September 2008
Skills
Legal Research, Westlaw, Litigation, Investment Strategies, Legal Writing, Lexis, Litigation Support, Legal Assistance, Document Review, Trials, Corporate Governance, Due Diligence, Securities, Mutual Funds, Close Attention to..., Research, Relativity, Microsoft Excel
Education
College of the Holy Cross 2007 — 2010
Bachelor of Arts, Economics
Trinity-Pawling School 2005 — 2006
Rosalyn Arias Rosalyn Arias's Merrill Lynch Experience October 2013 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Gap Inc./Old Navy March 2007 - October 2013
Multi-Media Resource Center/Rehm Library September 2010 - May 2013
Boston Youth Sanctuary July 2012 - August 2012
Skills
Interpersonal Skills, Multi Tasking, Analytical Skills, Close Attention to..., Critical Thinking, Time Management, Priority Management, Organization, Event Planning, Interviews, Spanish
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), Psychology, Spanish
Universidad del Salvador 2012 — 2012
Study Abroad Program: Buenos Aires
Fenway High School 2005 — 2009
High School Diploma
Merrill Lynch October 2013 - Present
Gap Inc./Old Navy March 2007 - October 2013
Multi-Media Resource Center/Rehm Library September 2010 - May 2013
Boston Youth Sanctuary July 2012 - August 2012
Skills
Interpersonal Skills, Multi Tasking, Analytical Skills, Close Attention to..., Critical Thinking, Time Management, Priority Management, Organization, Event Planning, Interviews, Spanish
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), Psychology, Spanish
Universidad del Salvador 2012 — 2012
Study Abroad Program: Buenos Aires
Fenway High School 2005 — 2009
High School Diploma
Christy Ray's Merrill Lynch Experience December 2006 - November 2009
Job Financial Services Professional/Yoga Instructor
Industry Banking
Experience
Advent Software July 2015 - Present
Achieve Fitness January 2014 - Present
Deutsche Bank October 2014 - April 2015
Bank of America-Merrill Lynch May 2013 - October 2014
Jacksonville Aviation Authority February 2012 - September 2012
Lender Processing Services, Inc. (LPS) 2012 - 2012
Deutsche Bank May 2010 - August 2011
The Jacksonville Bank December 2009 - April 2010
Merrill Lynch December 2006 - November 2009
American Enterprise Bank of Florida February 2004 - August 2006
Skills
Finance, Banking, Risk Management, Account Reconciliation, Financial Analysis, Loans, Credit, Accounting, Customer Service, Leadership, Retail Banking, Microsoft Excel, Outlook, Financial Reporting, Auditing, Cash Management, Training, Management, Strategic Planning, Team Building, Portfolio Management
Education
University of Phoenix
BSB, Accounting and Finance
College of Southern Maryland
Business Administration and Management, General
Advent Software July 2015 - Present
Achieve Fitness January 2014 - Present
Deutsche Bank October 2014 - April 2015
Bank of America-Merrill Lynch May 2013 - October 2014
Jacksonville Aviation Authority February 2012 - September 2012
Lender Processing Services, Inc. (LPS) 2012 - 2012
Deutsche Bank May 2010 - August 2011
The Jacksonville Bank December 2009 - April 2010
Merrill Lynch December 2006 - November 2009
American Enterprise Bank of Florida February 2004 - August 2006
Skills
Finance, Banking, Risk Management, Account Reconciliation, Financial Analysis, Loans, Credit, Accounting, Customer Service, Leadership, Retail Banking, Microsoft Excel, Outlook, Financial Reporting, Auditing, Cash Management, Training, Management, Strategic Planning, Team Building, Portfolio Management
Education
University of Phoenix
BSB, Accounting and Finance
College of Southern Maryland
Business Administration and Management, General
Daphne Shethar Daphne Shethar's Merrill Lynch Experience January 2014 - Present
Job At Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
The Brass Bed June 2012 - January 2014
AC Golden Brewing Company September 2011 - September 2012
Ninth Block Bar December 2011 - May 2012
Tamarack Tennis Camp June 2006 - November 2011
Cafe Ziba February 2006 - June 2008
Skills
Advertising, Event Management, Event Planning, Finance, Research, Sales, Social Media, Spanish, Microsoft Excel
Education
Colorado College 2008 — 2012
Bachelor of Arts (B.A.), International Political Economy, 3.6
Danish Institute for Study Abroad 2010 — 2011
International Law and Global Economics, Global Economics
F.W. Parker Charter Essential School 2002 — 2008
Merrill Lynch January 2014 - Present
The Brass Bed June 2012 - January 2014
AC Golden Brewing Company September 2011 - September 2012
Ninth Block Bar December 2011 - May 2012
Tamarack Tennis Camp June 2006 - November 2011
Cafe Ziba February 2006 - June 2008
Skills
Advertising, Event Management, Event Planning, Finance, Research, Sales, Social Media, Spanish, Microsoft Excel
Education
Colorado College 2008 — 2012
Bachelor of Arts (B.A.), International Political Economy, 3.6
Danish Institute for Study Abroad 2010 — 2011
International Law and Global Economics, Global Economics
F.W. Parker Charter Essential School 2002 — 2008
Sarah Spears's Merrill Lynch Experience May 2012 - August 2012
Job J.D. Candidate, Sturm College of Law
Industry Law Practice
Experience
ACLU of Colorado June 2013 - July 2015
Merrill Lynch May 2012 - August 2012
CEE May 2008 - May 2011
Skills
Written & Oral..., Data Analysis, Qualitative Research, Organization &..., Website Management, Stata, Policy Analysis, Economics, Event Management, Critical Thinking, Public Speaking, Analysis, Nonprofits, Public Policy, Managing Database, Teaching, Fundraising, Philanthropy, Microsoft Office, Webmaster Services, Community Outreach, Event Planning, Research
Education
University of Denver - Sturm College of Law 2015 — 2018
Juris Doctor (J.D.)
Colorado College
Bachelor's Degree
University of California, Los Angeles
ACLU of Colorado June 2013 - July 2015
Merrill Lynch May 2012 - August 2012
CEE May 2008 - May 2011
Skills
Written & Oral..., Data Analysis, Qualitative Research, Organization &..., Website Management, Stata, Policy Analysis, Economics, Event Management, Critical Thinking, Public Speaking, Analysis, Nonprofits, Public Policy, Managing Database, Teaching, Fundraising, Philanthropy, Microsoft Office, Webmaster Services, Community Outreach, Event Planning, Research
Education
University of Denver - Sturm College of Law 2015 — 2018
Juris Doctor (J.D.)
Colorado College
Bachelor's Degree
University of California, Los Angeles
Stanley Sigalov's Merrill Lynch Experience May 2011 - June 2011
Job Marketing Coordinator at DaVita Healthcare Partners, Inc
Industry Marketing and Advertising
Experience
DaVita Kidney Care February 2015 - Present
DaVita September 2013 - February 2015
The Catalyst Newspaper August 2012 - June 2013
Colorado College Student Government Association August 2012 - June 2013
Colorado College September 2009 - June 2013
Red Energy Public Relations October 2011 - February 2012
NPO-RTC June 2011 - July 2011
Merrill Lynch May 2011 - June 2011
OhioHealth May 2010 - August 2010
DotX Technologies May 2006 - August 2009
Skills
Excel, Microsoft Office, PowerPoint, Word, Photoshop, Russian, English, Digital Photography, Event Photography, Economics, Mathematica, Email Marketing, Photography, Public Relations, Advertising, Social Media, Event Planning, Adobe Creative Suite, Social Networking, Microsoft Excel, Public Speaking, Finance, Facebook, Microsoft Word, Blogging, Research, Leadership, Marketing
Education
Colorado College 2009 — 2013
Mathematical Economics
Columbus Academy 2005 — 2009
DaVita Kidney Care February 2015 - Present
DaVita September 2013 - February 2015
The Catalyst Newspaper August 2012 - June 2013
Colorado College Student Government Association August 2012 - June 2013
Colorado College September 2009 - June 2013
Red Energy Public Relations October 2011 - February 2012
NPO-RTC June 2011 - July 2011
Merrill Lynch May 2011 - June 2011
OhioHealth May 2010 - August 2010
DotX Technologies May 2006 - August 2009
Skills
Excel, Microsoft Office, PowerPoint, Word, Photoshop, Russian, English, Digital Photography, Event Photography, Economics, Mathematica, Email Marketing, Photography, Public Relations, Advertising, Social Media, Event Planning, Adobe Creative Suite, Social Networking, Microsoft Excel, Public Speaking, Finance, Facebook, Microsoft Word, Blogging, Research, Leadership, Marketing
Education
Colorado College 2009 — 2013
Mathematical Economics
Columbus Academy 2005 — 2009
Emmett Daly Emmett Daly's Merrill Lynch Experience 2000 - 2003
Job Partner at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. 2003 - Present
Merrill Lynch 2000 - 2003
Keefe Bruyette & Woods 1987 - 1999
Education
University of North Carolina at Chapel Hill 1985 — 1987
Master of Business Administration (MBA), Finance, General
College of the Holy Cross 1978 — 1982
Bachelor of Arts (B.A.), Economics
Sandler O'Neill & Partners, L.P. 2003 - Present
Merrill Lynch 2000 - 2003
Keefe Bruyette & Woods 1987 - 1999
Education
University of North Carolina at Chapel Hill 1985 — 1987
Master of Business Administration (MBA), Finance, General
College of the Holy Cross 1978 — 1982
Bachelor of Arts (B.A.), Economics
Priti Vaid Priti Vaid's Merrill Lynch Experience October 2004 - September 2005
Job VP, Business Analyst at Bank of America
Industry Information Technology and Services
Experience
Bank of America/Merrill Lynch May 2010 - Present
Deloitte & Touche USA LLP, Princeton, NJ April 2006 - September 2009
SEI Investments/Keane Inc, Oaks, PA September 2005 - April 2006
Merrill Lynch October 2004 - September 2005
Merrill Lynch August 1999 - July 2001
Merrill Lynch July 1997 - July 1999
Skills
User Acceptance Testing, Business Analysis, Quality Assurance, Test Cases, Functional Requirements, SDLC, Quality Center, Visio, Business Requirements, Requirements Gathering, Waterfall, Requirements Analysis, Integration, Test Planning, Databases, XML, Testing, Cross-functional Team..., Functional...
Education
Fairleigh Dickinson University-Florham Campus 1992 — 1994
MBA, International Business
College of Saint Elizabeth 1985 — 1989
Bachelor of Science in Business Administration, Business Management; Economics
Bank of America/Merrill Lynch May 2010 - Present
Deloitte & Touche USA LLP, Princeton, NJ April 2006 - September 2009
SEI Investments/Keane Inc, Oaks, PA September 2005 - April 2006
Merrill Lynch October 2004 - September 2005
Merrill Lynch August 1999 - July 2001
Merrill Lynch July 1997 - July 1999
Skills
User Acceptance Testing, Business Analysis, Quality Assurance, Test Cases, Functional Requirements, SDLC, Quality Center, Visio, Business Requirements, Requirements Gathering, Waterfall, Requirements Analysis, Integration, Test Planning, Databases, XML, Testing, Cross-functional Team..., Functional...
Education
Fairleigh Dickinson University-Florham Campus 1992 — 1994
MBA, International Business
College of Saint Elizabeth 1985 — 1989
Bachelor of Science in Business Administration, Business Management; Economics
Emma Rudnik Emma Rudnik's Merrill Lynch Experience September 2011 - December 2011
Job Product Strategy Associate at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC August 2015 - Present
Bloomberg LP December 2012 - August 2015
Northwestern Mutual May 2011 - November 2012
Merrill Lynch September 2011 - December 2011
Sunset Valley Golf Course April 2010 - August 2010
Knollwood Country Club June 2006 - August 2010
Knollwood Country Club January 2006 - January 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Spanish, Strategic Financial..., Mutual Funds, Social Media, Research, Bloomberg Terminal, Financial Analysis, Outlook
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics
Woodlands Academy of the Sacred Heart 2004 — 2008
Lord, Abbett & Co. LLC August 2015 - Present
Bloomberg LP December 2012 - August 2015
Northwestern Mutual May 2011 - November 2012
Merrill Lynch September 2011 - December 2011
Sunset Valley Golf Course April 2010 - August 2010
Knollwood Country Club June 2006 - August 2010
Knollwood Country Club January 2006 - January 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Spanish, Strategic Financial..., Mutual Funds, Social Media, Research, Bloomberg Terminal, Financial Analysis, Outlook
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics
Woodlands Academy of the Sacred Heart 2004 — 2008
Stacey Vlasicak, MBA, PHR, SHRM-CP Stacey Vlasicak, MBA, PHR, SHRM-CP's Merrill Lynch Experience September 1987 - October 2002
Job HR Business Partner at ColoradoEd
Industry Education Management
Experience
ColoradoEd April 2014 - Present
Colorado Christian University January 2007 - April 2014
JCMS 2013 - 2013
Denver Rescue Mission June 2003 - January 2007
Merrill Lynch September 1987 - October 2002
Skills
Employee Relations, Administration, Hiring, Interviewing, Public Speaking, Coaching, Non-profits, PowerPoint, Problem Solving, Word, Team Building, Organizational..., Microsoft Office, Excel, Writing, Performance Management, Staff Development, Supervisory Skills, Process Improvement, Teaching, Talent Management, Recruiting, Interviews, Talent Acquisition, Management, System Administration, Leadership, Conflict Resolution, Strategic Planning, Nonprofits, Policy, Community Outreach, Team Leadership, Microsoft Excel, Employee Engagement, Personnel Management, Volunteer Management, Applicant Tracking..., Time Management, Event Planning, Leadership Development, Temporary Placement, Career Counseling, Career Development, Budgets, Resume Writing, Deferred Compensation, Onboarding, Employee Training, Succession Planning
Education
Colorado Christian University 2009 — 2011
MBA, Corporate Training, 3.95
Colorado Christian University 2004 — 2006
Bachelor of Science, Organizational Management in Human Resources, 3.99
ColoradoEd April 2014 - Present
Colorado Christian University January 2007 - April 2014
JCMS 2013 - 2013
Denver Rescue Mission June 2003 - January 2007
Merrill Lynch September 1987 - October 2002
Skills
Employee Relations, Administration, Hiring, Interviewing, Public Speaking, Coaching, Non-profits, PowerPoint, Problem Solving, Word, Team Building, Organizational..., Microsoft Office, Excel, Writing, Performance Management, Staff Development, Supervisory Skills, Process Improvement, Teaching, Talent Management, Recruiting, Interviews, Talent Acquisition, Management, System Administration, Leadership, Conflict Resolution, Strategic Planning, Nonprofits, Policy, Community Outreach, Team Leadership, Microsoft Excel, Employee Engagement, Personnel Management, Volunteer Management, Applicant Tracking..., Time Management, Event Planning, Leadership Development, Temporary Placement, Career Counseling, Career Development, Budgets, Resume Writing, Deferred Compensation, Onboarding, Employee Training, Succession Planning
Education
Colorado Christian University 2009 — 2011
MBA, Corporate Training, 3.95
Colorado Christian University 2004 — 2006
Bachelor of Science, Organizational Management in Human Resources, 3.99
CJ Janiszewski CJ Janiszewski's Merrill Lynch Experience August 2005 - April 2009
Job Global Markets Compensation Manager at Bank of America
Industry Banking
Experience
Bank of America July 2015 - Present
Bank of America November 2012 - Present
Bank of America March 2012 - November 2012
Bank of America April 2009 - March 2012
Merrill Lynch August 2005 - April 2009
New Horizons Computer Learning Centers September 2004 - August 2005
CGS October 2003 - September 2004
Katz Media Group December 2002 - October 2003
Enterprise Rent-A-Car May 2002 - December 2002
Skills
Excel, Public Speaking, Training & Development, Teaching Adults, Software Training, MS Office Suite, Presentation Development, Data Analysis, Strategic Planning, PowerPoint, Access, Word, Project Management, Outlook, Writing Skills, SharePoint, Event Management, Negotiation, Microsoft Office, Spreadsheets, Analysis, Leadership Development, Management, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Specializing in Management and Data, Decisions & Models
College of the Holy Cross 1998 — 2002
BA, Psychology
St. Peter's Preparatory School 1994 — 1998
High School
Bank of America July 2015 - Present
Bank of America November 2012 - Present
Bank of America March 2012 - November 2012
Bank of America April 2009 - March 2012
Merrill Lynch August 2005 - April 2009
New Horizons Computer Learning Centers September 2004 - August 2005
CGS October 2003 - September 2004
Katz Media Group December 2002 - October 2003
Enterprise Rent-A-Car May 2002 - December 2002
Skills
Excel, Public Speaking, Training & Development, Teaching Adults, Software Training, MS Office Suite, Presentation Development, Data Analysis, Strategic Planning, PowerPoint, Access, Word, Project Management, Outlook, Writing Skills, SharePoint, Event Management, Negotiation, Microsoft Office, Spreadsheets, Analysis, Leadership Development, Management, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Specializing in Management and Data, Decisions & Models
College of the Holy Cross 1998 — 2002
BA, Psychology
St. Peter's Preparatory School 1994 — 1998
High School
Brian Kolb Brian Kolb's Merrill Lynch Experience September 2008 - March 2011
Job Director of Inside Sales at DataRobot
Industry Computer Software
Experience
DataRobot September 2015 - Present
RapidMiner, Inc. January 2015 - September 2015
CallMiner March 2013 - August 2014
New England Photo Booth February 2010 - February 2013
Cape Cod Bluefins March 2010 - March 2012
Merrill Lynch September 2008 - March 2011
Skills
Hockey, Leadership, Sales, Series 7, Sports Marketing, Social Networking, New Business Development, Fundraising, Public Speaking, PowerPoint, Financial Analysis, Retail, Investments, Microsoft Excel, Coaching, Microsoft Office, Series 63, Social Media Marketing, Insurance, Data Analysis, Product Management, Analysis, Analytics, Customer Service, Time Management, Account Management, Management, CRM, Business Development, Strategy, Marketing, Marketing Strategy, Start-ups, RapidMiner, Social Media, Salesforce.com, Strategic Planning, Sales Operations, Team Building, Lead Generation, SaaS, Sales Management, Strategic Partnerships
Education
College of the Holy Cross 2004 — 2008
Bachelors of Art
Tabor Academy 2002 — 2004
DataRobot September 2015 - Present
RapidMiner, Inc. January 2015 - September 2015
CallMiner March 2013 - August 2014
New England Photo Booth February 2010 - February 2013
Cape Cod Bluefins March 2010 - March 2012
Merrill Lynch September 2008 - March 2011
Skills
Hockey, Leadership, Sales, Series 7, Sports Marketing, Social Networking, New Business Development, Fundraising, Public Speaking, PowerPoint, Financial Analysis, Retail, Investments, Microsoft Excel, Coaching, Microsoft Office, Series 63, Social Media Marketing, Insurance, Data Analysis, Product Management, Analysis, Analytics, Customer Service, Time Management, Account Management, Management, CRM, Business Development, Strategy, Marketing, Marketing Strategy, Start-ups, RapidMiner, Social Media, Salesforce.com, Strategic Planning, Sales Operations, Team Building, Lead Generation, SaaS, Sales Management, Strategic Partnerships
Education
College of the Holy Cross 2004 — 2008
Bachelors of Art
Tabor Academy 2002 — 2004
Justin Landfried Justin Landfried's Merrill Lynch Experience November 2001 - July 2002
Job Computer Lab Adminstrator at Desert Sands Unified School District
Industry Computer Software
Experience
Desert Sands Unified School District January 2015 - Present
Church Unlimited October 2012 - Present
Papa Dan's August 2006 - October 2008
Merrill Lynch November 2001 - July 2002
Skills
C/C++ STL, Java, Android Development, PHP, HTML, jQuery, CSS, MySQL, SQLite, Python, Web Development, JavaScript, Linux, SQL, Web Applications, .NET, C++, Agile Methodologies, Windows, Unix
Education
University of California, Riverside 2011 — 2013
Bachelor of Science (B.S.), Computer Engineering
College of the Desert 2009 — 2011
Desert Sands Unified School District January 2015 - Present
Church Unlimited October 2012 - Present
Papa Dan's August 2006 - October 2008
Merrill Lynch November 2001 - July 2002
Skills
C/C++ STL, Java, Android Development, PHP, HTML, jQuery, CSS, MySQL, SQLite, Python, Web Development, JavaScript, Linux, SQL, Web Applications, .NET, C++, Agile Methodologies, Windows, Unix
Education
University of California, Riverside 2011 — 2013
Bachelor of Science (B.S.), Computer Engineering
College of the Desert 2009 — 2011
Frank Ignatius Stone Frank Ignatius Stone's Merrill Lynch Experience September 1987 - February 2009
Job Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
Merrill Lynch September 1987 - February 2009
Skills
Asset Allocation, Bonds, Equities, ETFs, Fixed Income, Investment Strategies, Mutual Funds, Point and Figure..., Retirement Planning
Education
Golden Gate University 1983 — 1986
Business, Management, Marketing, and Related Support Services
San Francisco State University 1977 — 1980
Bachelor's Degree, Bachelor of Science in Business with an emphesis in Marketing
College of San Mateo 1973 — 1976
Associate's Degree, General Education
Capachino High School 1969 — 1973
High School, General Education
Wells Fargo Advisors February 2009 - Present
Merrill Lynch September 1987 - February 2009
Skills
Asset Allocation, Bonds, Equities, ETFs, Fixed Income, Investment Strategies, Mutual Funds, Point and Figure..., Retirement Planning
Education
Golden Gate University 1983 — 1986
Business, Management, Marketing, and Related Support Services
San Francisco State University 1977 — 1980
Bachelor's Degree, Bachelor of Science in Business with an emphesis in Marketing
College of San Mateo 1973 — 1976
Associate's Degree, General Education
Capachino High School 1969 — 1973
High School, General Education
Russ Pagan Russ Pagan's Merrill Lynch Experience January 2012 - May 2012
Job M.A. Candidate, International Economics & China Studies at Johns Hopkins SAIS
Industry International Trade and Development
Experience
Colorado Springs Regional Business Alliance February 2013 - Present
Merrill Lynch January 2012 - May 2012
Education
CET Beijing: Intensive Chinese Language-Summer 2014 — 2014
Mandarin
Colorado College 2008 — 2012
BS, Economics
CET Bejing: Intensive Chinese Language-Summer 2011 — 2011
Mandarin
Colorado Springs Regional Business Alliance February 2013 - Present
Merrill Lynch January 2012 - May 2012
Education
CET Beijing: Intensive Chinese Language-Summer 2014 — 2014
Mandarin
Colorado College 2008 — 2012
BS, Economics
CET Bejing: Intensive Chinese Language-Summer 2011 — 2011
Mandarin
Michael Trachy Michael Trachy's Merrill Lynch Experience June 2013 - August 2013
Job Associate at Bain Capital (Sankaty Advisors)
Industry
Experience
Bain Capital September 2015 - Present
Bain Capital June 2014 - August 2015
Merrill Lynch June 2013 - August 2013
Merrill Lynch June 2012 - September 2012
Skills
Investment Strategies, Financial Advisory
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Economics; Classics
Belmont Hill School
Bain Capital September 2015 - Present
Bain Capital June 2014 - August 2015
Merrill Lynch June 2013 - August 2013
Merrill Lynch June 2012 - September 2012
Skills
Investment Strategies, Financial Advisory
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Economics; Classics
Belmont Hill School
Alison Anonsen's Merrill Lynch Experience January 2011 - May 2011
Job Corporate Account Representative at Sysco Guest Supply
Industry Hospitality
Experience
Guest Supply August 2012 - Present
Banana Republic April 2012 - October 2013
Dell January 2012 - July 2012
Merrill Lynch January 2011 - May 2011
Skills
Proficient using MS..., Leadership, Sales, Marketing, Customer Service, Time Management, Data Center, Research, Microsoft Office, Microsoft Excel, Sales Operations, Account Management, Hospitality, PowerPoint, Direct Sales, Sales Management, Forecasting, Customer Satisfaction, Cold Calling, Management, Microsoft Word, Salesforce.com, Team Leadership
Education
Salisbury University 2010 — 2011
Bachelor's of Science, Marketing
College of Southern Maryland 2009 — 2010
Associate of Science (A.S.), Business Administration, Management and Operations
Huntingtown High School
Guest Supply August 2012 - Present
Banana Republic April 2012 - October 2013
Dell January 2012 - July 2012
Merrill Lynch January 2011 - May 2011
Skills
Proficient using MS..., Leadership, Sales, Marketing, Customer Service, Time Management, Data Center, Research, Microsoft Office, Microsoft Excel, Sales Operations, Account Management, Hospitality, PowerPoint, Direct Sales, Sales Management, Forecasting, Customer Satisfaction, Cold Calling, Management, Microsoft Word, Salesforce.com, Team Leadership
Education
Salisbury University 2010 — 2011
Bachelor's of Science, Marketing
College of Southern Maryland 2009 — 2010
Associate of Science (A.S.), Business Administration, Management and Operations
Huntingtown High School
Teresa Curtis Teresa Curtis's Merrill Lynch Experience 2011 - 2012
Job Associate Recruiter at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2012 - Present
Merrill Lynch 2011 - 2012
Skills
Mutual Funds, Investments, Microsoft Excel, Financial Analysis
Education
College of the Holy Cross 2007 — 2011
Bachelor's degree, Sociology
Milton Academy 2003 — 2007
Eaton Vance June 2012 - Present
Merrill Lynch 2011 - 2012
Skills
Mutual Funds, Investments, Microsoft Excel, Financial Analysis
Education
College of the Holy Cross 2007 — 2011
Bachelor's degree, Sociology
Milton Academy 2003 — 2007
Cheryl Graves Cheryl Graves's Merrill Lynch Experience March 1996 - 1998
Job Executive Assistant and Program Coordinator as an independant contractor
Industry Information Technology and Services
Experience
Independant Contractor July 2015 - Present
Premier Staffing Inc. July 2014 - March 2015
Office Team February 2014 - May 2014
Western Interstate Commission for Higher Education January 2008 - August 2013
LS Planning Group, Inc. May 2006 - August 2007
Flatirons Community Church June 2003 - January 2006
Exodus (formerly Service Metrics & later Cable & Wireless) August 1999 - May 2001
Merrill Lynch March 1996 - 1998
RE/MAX International, Englewood, CO October 1994 - March 1996
Pioneer Financial Services, Inc. March 1993 - September 1994
Skills
Project Management, Project Coordination, Databases, Access, Analysis, SDLC, System Administration, Telecommunications, Help Desk Support, Executive Office..., Business Continuity..., Customer Support, Data Migration, Start-ups, Quality Assurance, Security, Integration, Help Desk Software, End user software..., Telecommunications..., Technical and Systems..., Call Center Management..., Desktop/Network..., Technical documentation, Web based video..., Concur Business Travel..., Salesforce, MS Project, Event Planning, MS Powerpoint
Education
Colorado Christian University 2009 — 2015
BS, Information Systems Management, Senior
Parks College 1987 — 1990
Associate of Arts and Sciences (AAS), Computer Science
Independant Contractor July 2015 - Present
Premier Staffing Inc. July 2014 - March 2015
Office Team February 2014 - May 2014
Western Interstate Commission for Higher Education January 2008 - August 2013
LS Planning Group, Inc. May 2006 - August 2007
Flatirons Community Church June 2003 - January 2006
Exodus (formerly Service Metrics & later Cable & Wireless) August 1999 - May 2001
Merrill Lynch March 1996 - 1998
RE/MAX International, Englewood, CO October 1994 - March 1996
Pioneer Financial Services, Inc. March 1993 - September 1994
Skills
Project Management, Project Coordination, Databases, Access, Analysis, SDLC, System Administration, Telecommunications, Help Desk Support, Executive Office..., Business Continuity..., Customer Support, Data Migration, Start-ups, Quality Assurance, Security, Integration, Help Desk Software, End user software..., Telecommunications..., Technical and Systems..., Call Center Management..., Desktop/Network..., Technical documentation, Web based video..., Concur Business Travel..., Salesforce, MS Project, Event Planning, MS Powerpoint
Education
Colorado Christian University 2009 — 2015
BS, Information Systems Management, Senior
Parks College 1987 — 1990
Associate of Arts and Sciences (AAS), Computer Science
Tyler Purdue Tyler Purdue's Merrill Lynch Experience June 2012 - August 2012
Job Student at College of the Holy Cross
Industry Financial Services
Experience
Nomura July 2015 - Present
Nomura May 2014 - August 2014
Belltower Books April 2012 - April 2014
Dreyfus June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Hertz Homes, Inc. July 2011 - August 2011
Skills
Investments, Sales, Competitive Analysis, Marketing Strategy, Mutual Funds, Microsoft Excel, Economics, Leadership, Market Research, Portfolio Management, Financial Analysis, Financial Modeling, Finance, Teamwork
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (B.A.), Economics, 3.57
West Morris Mendham High School 2007 — 2011
Nomura July 2015 - Present
Nomura May 2014 - August 2014
Belltower Books April 2012 - April 2014
Dreyfus June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Hertz Homes, Inc. July 2011 - August 2011
Skills
Investments, Sales, Competitive Analysis, Marketing Strategy, Mutual Funds, Microsoft Excel, Economics, Leadership, Market Research, Portfolio Management, Financial Analysis, Financial Modeling, Finance, Teamwork
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (B.A.), Economics, 3.57
West Morris Mendham High School 2007 — 2011
Robert Columbro's Merrill Lynch Experience June 2012 - August 2012
Job Structured Credit Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings March 2015 - Present
McGladrey October 2013 - June 2014
Merrill Lynch June 2012 - August 2012
Skills
Accounting, Bloomberg, Financial Reporting, Microsoft Excel
Education
College of the Holy Cross 2009 — 2013
Economics/Accounting & Political Science
Delbarton School 2005 — 2009
Fitch Ratings March 2015 - Present
McGladrey October 2013 - June 2014
Merrill Lynch June 2012 - August 2012
Skills
Accounting, Bloomberg, Financial Reporting, Microsoft Excel
Education
College of the Holy Cross 2009 — 2013
Economics/Accounting & Political Science
Delbarton School 2005 — 2009
Brian Kelly, CFA's Merrill Lynch Experience 2006 - 2007
Job Merrill Lynch Private Banking and Investment Group
Industry Banking
Experience
Merrill Lynch Private Banking and Investing Group June 2015 - Present
Wealth and Investment Management at Barclays May 2012 - June 2015
JP Morgan Private Bank April 2010 - May 2012
JPMorgan Private Bank 2007 - April 2010
Merrill Lynch 2006 - 2007
Education
College of the Holy Cross
Economics and Accounting
University of Melbourne
Winchester High School
Merrill Lynch Private Banking and Investing Group June 2015 - Present
Wealth and Investment Management at Barclays May 2012 - June 2015
JP Morgan Private Bank April 2010 - May 2012
JPMorgan Private Bank 2007 - April 2010
Merrill Lynch 2006 - 2007
Education
College of the Holy Cross
Economics and Accounting
University of Melbourne
Winchester High School
Chase Fitzsimmons Chase Fitzsimmons's Merrill Lynch Experience July 2011 - June 2012
Job Associate at Brookfield Asset Management
Industry Financial Services
Experience
Brookfield Asset Management June 2012 - Present
Merrill Lynch July 2011 - June 2012
Skills
Capital Markets, Hedge Funds, Fixed Income, Investments, Alternative Investments, Equities, Bloomberg, Series 7, Bloomberg Terminal
Education
College of the Holy Cross 2007 — 2011
Brookfield Asset Management June 2012 - Present
Merrill Lynch July 2011 - June 2012
Skills
Capital Markets, Hedge Funds, Fixed Income, Investments, Alternative Investments, Equities, Bloomberg, Series 7, Bloomberg Terminal
Education
College of the Holy Cross 2007 — 2011
Matthew Stanton Matthew Stanton's Merrill Lynch Experience April 2010 - December 2010
Job at Seven Bridges Advisors
Industry Higher Education
Experience
Seven Bridges Advisors April 2014 - Present
Vastardis Capital Services July 2012 - April 2014
College of the Holy Cross September 2008 - May 2012
Pre-Business Program September 2011 - January 2012
RIM Finance, LLC June 2011 - August 2011
Merrill Lynch April 2010 - December 2010
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts, Economics
Boston College High School 2004 — 2008
Seven Bridges Advisors April 2014 - Present
Vastardis Capital Services July 2012 - April 2014
College of the Holy Cross September 2008 - May 2012
Pre-Business Program September 2011 - January 2012
RIM Finance, LLC June 2011 - August 2011
Merrill Lynch April 2010 - December 2010
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts, Economics
Boston College High School 2004 — 2008
Stefan Opolski's Merrill Lynch Experience December 2009 - May 2010
Job at Audax Group
Industry Financial Services
Experience
Audax Group July 2014 - Present
State Street February 2011 - July 2014
JP Morgan Chase November 2010 - February 2011
Merrill Lynch December 2009 - May 2010
Skills
Financial Analysis, Bloomberg, Financial Reporting, Mutual Funds, Equities, Alternative Investments, REIT, Expenses, Budget Process, Hedge Funds, Securities
Education
College of the Holy Cross 2006 — 2010
B.A, Economics
Audax Group July 2014 - Present
State Street February 2011 - July 2014
JP Morgan Chase November 2010 - February 2011
Merrill Lynch December 2009 - May 2010
Skills
Financial Analysis, Bloomberg, Financial Reporting, Mutual Funds, Equities, Alternative Investments, REIT, Expenses, Budget Process, Hedge Funds, Securities
Education
College of the Holy Cross 2006 — 2010
B.A, Economics
Joe Kringdon Joe Kringdon's Merrill Lynch Experience August 1981 - August 1986
Job Managing Director/Head of Intermediary Distribution at Columbia Management
Industry Financial Services
Experience
Columbia Management August 2014 - Present
Pioneer Investments June 2008 - August 2014
Putnam Investments April 1999 - May 2008
Smith Barney 1986 - 1999
Merrill Lynch August 1981 - August 1986
The Real Paper November 1980 - April 1981
Meredith July 1980 - November 1980
Skills
Mutual Funds, Marketing, Relationship Management, Sales, Management, Business Strategy, Strategic Communications, Alternative Investments, Asset Allocation, Asset Management, CRM, Equities, Finance, Financial Services, Insurance, Investments, Leadership, Market Research, Marketing Strategy, New Business Development, Portfolio Management, Retail, Retirement, Sales Operations, Securities, Series 63, Series 7, Strategic Planning, Strategy, Wealth Management
Education
College of the Holy Cross 1976 — 1980
BA, English
Blessed Sacrament High School 1972 — 1976
Columbia Management August 2014 - Present
Pioneer Investments June 2008 - August 2014
Putnam Investments April 1999 - May 2008
Smith Barney 1986 - 1999
Merrill Lynch August 1981 - August 1986
The Real Paper November 1980 - April 1981
Meredith July 1980 - November 1980
Skills
Mutual Funds, Marketing, Relationship Management, Sales, Management, Business Strategy, Strategic Communications, Alternative Investments, Asset Allocation, Asset Management, CRM, Equities, Finance, Financial Services, Insurance, Investments, Leadership, Market Research, Marketing Strategy, New Business Development, Portfolio Management, Retail, Retirement, Sales Operations, Securities, Series 63, Series 7, Strategic Planning, Strategy, Wealth Management
Education
College of the Holy Cross 1976 — 1980
BA, English
Blessed Sacrament High School 1972 — 1976
Gregory Anderson Gregory Anderson's Merrill Lynch Experience May 1987 - July 1990
Job Certified Financial Planner™ practitioner, Retirement Specialist and TaxAdvantage Planner
Industry Financial Services
Experience
GRAnderson Wealth Management Group, Inc. June 2005 - Present
TIAA-CREF July 1990 - May 2005
Merrill Lynch May 1987 - July 1990
Skills
Retirement Planning, Wealth Management, Investment Advisory, Investments, Mutual Funds, Financial Advisory, Wealth Management..., Alternative Investments, Retirement, Investment Management, Wealth, 401k, Strategic Financial..., Asset Allocation, Financial Planners, Investment Strategies, Fixed Annuities, Pensions, Certified Financial..., Personal Financial..., Small Business, Estate Planning, Finance, IRAs, ETFs, Personal Finance, Securities, Uniform Combined State..., Financial Services, Asset Management, Portfolio Management, Retirement Plan..., Life Insurance, Series 65, Disability Insurance, Insurance, Series 6, Term Life Insurance
Education
The American College 1994 — 1995
MS
The Colorado College 1979 — 1982
BA
GRAnderson Wealth Management Group, Inc. June 2005 - Present
TIAA-CREF July 1990 - May 2005
Merrill Lynch May 1987 - July 1990
Skills
Retirement Planning, Wealth Management, Investment Advisory, Investments, Mutual Funds, Financial Advisory, Wealth Management..., Alternative Investments, Retirement, Investment Management, Wealth, 401k, Strategic Financial..., Asset Allocation, Financial Planners, Investment Strategies, Fixed Annuities, Pensions, Certified Financial..., Personal Financial..., Small Business, Estate Planning, Finance, IRAs, ETFs, Personal Finance, Securities, Uniform Combined State..., Financial Services, Asset Management, Portfolio Management, Retirement Plan..., Life Insurance, Series 65, Disability Insurance, Insurance, Series 6, Term Life Insurance
Education
The American College 1994 — 1995
MS
The Colorado College 1979 — 1982
BA
John Wisbach John Wisbach's Merrill Lynch Experience January 2012 - July 2012
Job Associate at Magnitude Capital, LLC
Industry Investment Management
Experience
Magnitude Capital, LLC March 2015 - Present
Eze Software Group July 2014 - March 2015
Eze Software Group July 2012 - July 2014
Merrill Lynch January 2012 - July 2012
CNBC June 2011 - August 2011
Skills
Series 7, Hedge Funds, Trading Systems, Bloomberg, SQL, Microsoft Excel, Microsoft Office, Outlook
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (BA), Economics
University of Sussex 2010 — 2011
Magnitude Capital, LLC March 2015 - Present
Eze Software Group July 2014 - March 2015
Eze Software Group July 2012 - July 2014
Merrill Lynch January 2012 - July 2012
CNBC June 2011 - August 2011
Skills
Series 7, Hedge Funds, Trading Systems, Bloomberg, SQL, Microsoft Excel, Microsoft Office, Outlook
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (BA), Economics
University of Sussex 2010 — 2011
Kelly Leong's Merrill Lynch Experience February 2005 - May 2005
Job Technical Recruiter at Facebook
Industry Information Technology and Services
Experience
Facebook August 2011 - Present
Salesforce.com August 2010 - August 2011
TEKsystems November 2006 - August 2010
TEKsystems May 2005 - October 2006
Merrill Lynch February 2005 - May 2005
MTV Networks August 2004 - December 2004
Education
Loyola Marymount University 2001 — 2005
B.A., Management and Human Resources
College of San Mateo
Facebook August 2011 - Present
Salesforce.com August 2010 - August 2011
TEKsystems November 2006 - August 2010
TEKsystems May 2005 - October 2006
Merrill Lynch February 2005 - May 2005
MTV Networks August 2004 - December 2004
Education
Loyola Marymount University 2001 — 2005
B.A., Management and Human Resources
College of San Mateo
Rick Kenny's Merrill Lynch Experience January 2007 - May 2008
Job VP at Verition
Industry Investment Management
Experience
Verition Group LLC May 2008 - Present
Merrill Lynch January 2007 - May 2008
Amaranth LLC June 2004 - December 2006
Skills
Alternative Investments, Derivatives, Bloomberg, Equities, Portfolio Management, Fixed Income, Middle Office, Securities, Hedge Funds, Securities Lending, Capital Markets, Options, Prime Brokerage, Trading Systems, Electronic Trading, Asset Management
Education
College of the Holy Cross 2000 — 2004
B.A., Double Major in Economics and Math, Minor in Accounting
Verition Group LLC May 2008 - Present
Merrill Lynch January 2007 - May 2008
Amaranth LLC June 2004 - December 2006
Skills
Alternative Investments, Derivatives, Bloomberg, Equities, Portfolio Management, Fixed Income, Middle Office, Securities, Hedge Funds, Securities Lending, Capital Markets, Options, Prime Brokerage, Trading Systems, Electronic Trading, Asset Management
Education
College of the Holy Cross 2000 — 2004
B.A., Double Major in Economics and Math, Minor in Accounting
Dánielle Trouville's Merrill Lynch Experience 1999 - 2003
Job Executive Assistant to COO, Legal and Marketing at Gaiam
Industry Executive Office
Experience
Gaiam August 2014 - Present
Gaiam June 2012 - August 2014
Trellis Corp February 2008 - June 2012
Russell Reynolds February 2007 - January 2008
Catalyst Advisors LLC March 2005 - February 2007
Morgan Stanley November 2004 - February 2005
Merrill Lynch 1999 - 2003
Skills
Executive Assistant, Executive..., Budgets, Process Scheduler, Administrative..., Office Management, Event Planning, Research, Social Media, Time Management, Calendaring, Customer Service, Executive Support, Employee Relations, Microsoft Office, PowerPoint, English, Office Administration, Outcome focused, Team Leadership, Outlook, Management, Marketing, Social Networking, Event Management, Wine & Spirits Industry, Leadership, Culinary Education, Executive Management, Business Travel, Culinary Skills, Project Planning, Scheduling, Administrative Support, Board of Directors..., Floor Plans, Accounts Receivable, Budgeting, Customer Relations, Travel Management, Travel Planning, Travel Arrangements, Hotel Booking, Assisting Executives, Hiring, Editing, Excel, Spreadsheets, Word, Bartending
Education
Court of Master Sommeliers 2014 — 2014
Introductory Sommelier
Auguste Escoffier School of Culinary Arts 2011 — 2011
Diplome, Culinary Arts
University of Colorado Denver 1998 — 2000
Business Marketing / German
Colorado Christian University 1997 — 1998
International Business
Gaiam August 2014 - Present
Gaiam June 2012 - August 2014
Trellis Corp February 2008 - June 2012
Russell Reynolds February 2007 - January 2008
Catalyst Advisors LLC March 2005 - February 2007
Morgan Stanley November 2004 - February 2005
Merrill Lynch 1999 - 2003
Skills
Executive Assistant, Executive..., Budgets, Process Scheduler, Administrative..., Office Management, Event Planning, Research, Social Media, Time Management, Calendaring, Customer Service, Executive Support, Employee Relations, Microsoft Office, PowerPoint, English, Office Administration, Outcome focused, Team Leadership, Outlook, Management, Marketing, Social Networking, Event Management, Wine & Spirits Industry, Leadership, Culinary Education, Executive Management, Business Travel, Culinary Skills, Project Planning, Scheduling, Administrative Support, Board of Directors..., Floor Plans, Accounts Receivable, Budgeting, Customer Relations, Travel Management, Travel Planning, Travel Arrangements, Hotel Booking, Assisting Executives, Hiring, Editing, Excel, Spreadsheets, Word, Bartending
Education
Court of Master Sommeliers 2014 — 2014
Introductory Sommelier
Auguste Escoffier School of Culinary Arts 2011 — 2011
Diplome, Culinary Arts
University of Colorado Denver 1998 — 2000
Business Marketing / German
Colorado Christian University 1997 — 1998
International Business
Ronan C. Gaudario, CRPC®'s Merrill Lynch Experience November 2008 - January 2009
Job Financial Advisor at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors August 2009 - Present
Merrill Lynch November 2008 - January 2009
Wachovia Private Bank December 2007 - July 2008
Bank of America April 2005 - December 2007
Wachovia Securities November 2001 - April 2005
Sutro & Company April 1996 - November 2001
Education
Golden Gate University 1990 — 1995
Bachelor of Science, Finance
College of San Mateo 1987 — 1990
Aeronautics & Finance
Voya Financial Advisors August 2009 - Present
Merrill Lynch November 2008 - January 2009
Wachovia Private Bank December 2007 - July 2008
Bank of America April 2005 - December 2007
Wachovia Securities November 2001 - April 2005
Sutro & Company April 1996 - November 2001
Education
Golden Gate University 1990 — 1995
Bachelor of Science, Finance
College of San Mateo 1987 — 1990
Aeronautics & Finance
Michael Mullen, CRPC, CRPS's Merrill Lynch Experience August 1998 - July 2000
Job Sr. Financial Consultant
Industry Financial Services
Experience
CUSO Financial Services, LP, at Bellco Credit Union and at Premier Members Credit Union March 2011 - Present
Transamerica Capital Inc. February 2008 - March 2011
Transamerica Capital, Inc. January 2006 - February 2008
Transamerica Capital, Inc August 2000 - January 2006
Merrill Lynch August 1998 - July 2000
Skills
Mutual Funds, Retirement Planning, Series 7, Financial Advisory, Investments, Fixed Annuities, Retirement, Series 63, Financial Services, Leadership, 401k, Securities, Insurance, Life Insurance, Finance, FINRA, Series 6, Variable Annuities, Financial Planners, Wealth Management, Asset Allocation, Investment Strategies, Financial Planning
Education
Colorado Mesa University
BBA, Finance
Rangely High School 1988 — 1991
CUSO Financial Services, LP, at Bellco Credit Union and at Premier Members Credit Union March 2011 - Present
Transamerica Capital Inc. February 2008 - March 2011
Transamerica Capital, Inc. January 2006 - February 2008
Transamerica Capital, Inc August 2000 - January 2006
Merrill Lynch August 1998 - July 2000
Skills
Mutual Funds, Retirement Planning, Series 7, Financial Advisory, Investments, Fixed Annuities, Retirement, Series 63, Financial Services, Leadership, 401k, Securities, Insurance, Life Insurance, Finance, FINRA, Series 6, Variable Annuities, Financial Planners, Wealth Management, Asset Allocation, Investment Strategies, Financial Planning
Education
Colorado Mesa University
BBA, Finance
Rangely High School 1988 — 1991
Anthony 'Anno' Buich's Merrill Lynch Experience July 2006 - February 2009
Job Owner of Bull and Bear Whiskey Bar and Taphouse
Industry Entertainment
Experience
Buich Bros Restaurant Group Inc May 2011 - Present
Fishing 4 Freedom June 2009 - January 2014
www.LaPazFishingCharters.com January 2008 - January 2014
Internet Connectivity Group (I.C.G.) December 2009 - November 2010
St Francis Yacht Club 1965 - 2010
Merrill Lynch July 2006 - February 2009
Stone & Youngberg, LLC August 2004 - July 2007
Arena Football, LLC December 1999 - May 2005
Skills
Small Business, Investments, Management, Entertainment, Alternative Investments, Business Development
Education
Eastern Illinois University 1997 — 2000
College of San Mateo 1996 — 1997
n/a, Psychology & Administration of Justice
St Ingnatius College Preparatory
Buich Bros Restaurant Group Inc May 2011 - Present
Fishing 4 Freedom June 2009 - January 2014
www.LaPazFishingCharters.com January 2008 - January 2014
Internet Connectivity Group (I.C.G.) December 2009 - November 2010
St Francis Yacht Club 1965 - 2010
Merrill Lynch July 2006 - February 2009
Stone & Youngberg, LLC August 2004 - July 2007
Arena Football, LLC December 1999 - May 2005
Skills
Small Business, Investments, Management, Entertainment, Alternative Investments, Business Development
Education
Eastern Illinois University 1997 — 2000
College of San Mateo 1996 — 1997
n/a, Psychology & Administration of Justice
St Ingnatius College Preparatory
Rosemary Conlon's Merrill Lynch Experience July 2007 - July 2008
Job Vice President, Relationship Manager, National Accounts, Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors Distibutors LLC August 2008 - Present
Merrill Lynch July 2007 - July 2008
Bank of New York Mellon August 2001 - July 2007
UBS July 1996 - August 2001
Skills
Mutual Funds, Asset Management, Asset Allocation, Wealth Management, Series 24, Separately Managed..., Series 63, Fixed Income, Series 7, Alternative Investments, ETFs, Equities
Education
College of Mount Saint Vincent
B.A. Business Administraton, Finance
Allianz Global Investors Distibutors LLC August 2008 - Present
Merrill Lynch July 2007 - July 2008
Bank of New York Mellon August 2001 - July 2007
UBS July 1996 - August 2001
Skills
Mutual Funds, Asset Management, Asset Allocation, Wealth Management, Series 24, Separately Managed..., Series 63, Fixed Income, Series 7, Alternative Investments, ETFs, Equities
Education
College of Mount Saint Vincent
B.A. Business Administraton, Finance
Olufemi Ijandipe's Merrill Lynch Experience November 2012 - September 2014
Job Licensed Relationship Banker at HSBC Retail Banking and Wealth Management
Industry Banking
Experience
HSBC Retail Banking and Wealth Management October 2014 - Present
Merrill Lynch November 2012 - September 2014
Skills
Banking, Risk Management, Sales, Customer Service, Account Management, Financial Services, Business Analysis, Management, Capital Markets, Fixed Income, Financial Analysis, Credit, Leadership, Insurance, Analysis, Process Improvement, Accounting
Education
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
HSBC Retail Banking and Wealth Management October 2014 - Present
Merrill Lynch November 2012 - September 2014
Skills
Banking, Risk Management, Sales, Customer Service, Account Management, Financial Services, Business Analysis, Management, Capital Markets, Fixed Income, Financial Analysis, Credit, Leadership, Insurance, Analysis, Process Improvement, Accounting
Education
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Josh Seeman's Merrill Lynch Experience 1998 - 2007
Job Director of Process and Software Quality
Industry Financial Services
Experience
Janus Capital Group July 2013 - Present
Cherry Creek Chamber of Commerce October 2010 - Present
Janus Capital Group January 2011 - June 2013
Janus August 2007 - February 2011
Merrill Lynch 1998 - 2007
Skills
Process Management, Operations Management, Business Process..., Six Sigma, Business Analysis, Business Strategy, Business Planning, Business Management, Business Change..., Employee Engagement, Employee Management, Managing Processes, Managing Employees, Service Operations, Management, Strategic Planning, Team Leadership, Vendor Management, Financial Services, Change Management
Education
Colorado Mesa University 1992 — 1996
Smoky
Janus Capital Group July 2013 - Present
Cherry Creek Chamber of Commerce October 2010 - Present
Janus Capital Group January 2011 - June 2013
Janus August 2007 - February 2011
Merrill Lynch 1998 - 2007
Skills
Process Management, Operations Management, Business Process..., Six Sigma, Business Analysis, Business Strategy, Business Planning, Business Management, Business Change..., Employee Engagement, Employee Management, Managing Processes, Managing Employees, Service Operations, Management, Strategic Planning, Team Leadership, Vendor Management, Financial Services, Change Management
Education
Colorado Mesa University 1992 — 1996
Smoky
Aimee Minora (Alati)'s Merrill Lynch Experience August 2006 - August 2009
Job Vice President / Director Strategic Sales Manager
Industry Financial Services
Experience
AllianceBernstein September 2009 - Present
Merrill Lynch August 2006 - August 2009
Bloomberg August 2005 - August 2006
Skills
Series 7, Series 24, Mutual Funds, Separately Managed..., Series 63, Alternative Investments, Sales Management, Bloomberg, Client Relations Skills, Recruiting, Interviews, Management
Education
College of the Holy Cross 2001 — 2005
AllianceBernstein September 2009 - Present
Merrill Lynch August 2006 - August 2009
Bloomberg August 2005 - August 2006
Skills
Series 7, Series 24, Mutual Funds, Separately Managed..., Series 63, Alternative Investments, Sales Management, Bloomberg, Client Relations Skills, Recruiting, Interviews, Management
Education
College of the Holy Cross 2001 — 2005
Christopher Salzman's Merrill Lynch Experience 2005 - 2006
Job Program Manager at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2015 - Present
Barclays January 2010 - July 2015
JPMorgan Chase February 2003 - January 2010
Merrill Lynch 2005 - 2006
BearingPoint 2000 - 2002
Skills
Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, Business Process..., PMP, Risk Management, PMO, Program Management, Software Project..., Vendor Management, IT Strategy
Education
College of the Holy Cross 1996 — 2000
Fenwick 1992 — 1996
Goldman Sachs August 2015 - Present
Barclays January 2010 - July 2015
JPMorgan Chase February 2003 - January 2010
Merrill Lynch 2005 - 2006
BearingPoint 2000 - 2002
Skills
Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, Business Process..., PMP, Risk Management, PMO, Program Management, Software Project..., Vendor Management, IT Strategy
Education
College of the Holy Cross 1996 — 2000
Fenwick 1992 — 1996
James Gennari, Jr.'s Merrill Lynch Experience 2007 - Present
Job Financial Advisor
Industry Investment Management
Experience
Merrill Lynch 2007 - Present
Education
College of the Holy Cross 1995 — 1999
BA, Economics
Merrill Lynch 2007 - Present
Education
College of the Holy Cross 1995 — 1999
BA, Economics
David Schnabel's Merrill Lynch Experience August 2000 - June 2004
Job Reservoir & Production Operations Engineer: HighMount Exploration & Production LLC Permian Asset Group
Industry Oil & Energy
Experience
HighMount Exploration & Production LLC 2011 - Present
HighMount Exploration & Production LLC May 2010 - August 2010
HighMount Exploration & Production LLC 2009 - 2009
Merrill Lynch August 2000 - June 2004
Merrill Lynch October 1998 - August 2000
Skills
Petroleum Engineering, Petroleum, Gas, Drilling, Upstream, Natural Gas, Oil/Gas, Reservoir Engineering, Energy, Geology, Reservoir Management, Completion
Education
Colorado School of Mines 2006 — 2010
Petroleum Engineerin, Petroleum Engineering
Regis University 1995 — 1998
BS, Biology
HighMount Exploration & Production LLC 2011 - Present
HighMount Exploration & Production LLC May 2010 - August 2010
HighMount Exploration & Production LLC 2009 - 2009
Merrill Lynch August 2000 - June 2004
Merrill Lynch October 1998 - August 2000
Skills
Petroleum Engineering, Petroleum, Gas, Drilling, Upstream, Natural Gas, Oil/Gas, Reservoir Engineering, Energy, Geology, Reservoir Management, Completion
Education
Colorado School of Mines 2006 — 2010
Petroleum Engineerin, Petroleum Engineering
Regis University 1995 — 1998
BS, Biology
Ken Zimmer's Merrill Lynch Experience 1994 - 1998
Job Head of Trading at Geode Capital Management
Industry Investment Management
Experience
Geode Capital Management 2007 - Present
Frontier Capital Management August 2000 - March 2007
Hoenig & Co 1998 - 2000
Merrill Lynch 1994 - 1998
US Army 1989 - 1992
Skills
Derivatives, Trading, Investments, Hedge Funds, Equities, Fixed Income, Bloomberg, Trading Systems, Capital Markets, Alternative Investments
Education
CFA Institute
CFA
Yale University - Yale School of Management 1992 — 1994
MPPM/MBA
College of the Holy Cross 1985 — 1989
BA, Economics
Geode Capital Management 2007 - Present
Frontier Capital Management August 2000 - March 2007
Hoenig & Co 1998 - 2000
Merrill Lynch 1994 - 1998
US Army 1989 - 1992
Skills
Derivatives, Trading, Investments, Hedge Funds, Equities, Fixed Income, Bloomberg, Trading Systems, Capital Markets, Alternative Investments
Education
CFA Institute
CFA
Yale University - Yale School of Management 1992 — 1994
MPPM/MBA
College of the Holy Cross 1985 — 1989
BA, Economics
Tina osborn's Merrill Lynch Experience August 1990 - May 2002
Job Universal Lending
Industry Financial Services
Experience
Universal Lending Corporation December 2009 - Present
Aurora Loan Services April 2003 - March 2008
Merrill Lynch August 1990 - May 2002
Education
University of Phoenix 2002 — 2005
Bachelors, Business Administration
Colorado Mesa University 1985 — 1988
Associates in Accounting
Universal Lending Corporation December 2009 - Present
Aurora Loan Services April 2003 - March 2008
Merrill Lynch August 1990 - May 2002
Education
University of Phoenix 2002 — 2005
Bachelors, Business Administration
Colorado Mesa University 1985 — 1988
Associates in Accounting
Henry Ashton's Merrill Lynch Experience April 2004 - June 2008
Job Vice PresidentGlobal Account Management at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company June 2008 - Present
Merrill Lynch April 2004 - June 2008
Bear Stearns August 2003 - April 2004
Pershing LLC February 1994 - May 2003
Pershing, LLC, The Bank of New York Mellon February 1994 - May 2003
Pershing 1994 - 2003
Skills
Series 7, Portfolio Management, Wealth Management, Equities, Investments, Mutual Funds, Series 63, Fixed Income, Financial Services, Banking, Securities, Capital Markets, Investment Banking, Asset Management
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Marketing and Management
College of the Holy Cross 1989 — 1993
Bachelor's degree, Political Science and Government
Glens Falls High School 1985 — 1989
Regents
Pershing, a BNY Mellon company June 2008 - Present
Merrill Lynch April 2004 - June 2008
Bear Stearns August 2003 - April 2004
Pershing LLC February 1994 - May 2003
Pershing, LLC, The Bank of New York Mellon February 1994 - May 2003
Pershing 1994 - 2003
Skills
Series 7, Portfolio Management, Wealth Management, Equities, Investments, Mutual Funds, Series 63, Fixed Income, Financial Services, Banking, Securities, Capital Markets, Investment Banking, Asset Management
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Marketing and Management
College of the Holy Cross 1989 — 1993
Bachelor's degree, Political Science and Government
Glens Falls High School 1985 — 1989
Regents
Lawrence A. Cook, CFA, CAIA's Merrill Lynch Experience May 2003 - May 2006
Job Executive Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management January 2011 - Present
Zazove Associates May 2006 - September 2010
Merrill Lynch May 2003 - May 2006
Morgan Stanley September 1990 - November 2002
Montgomery Securities July 1986 - August 1990
Skills
Equities, Asset Management, Capital Markets, Customer Relations, Institutional, Asset Managment, Alternative Investments, Customer Service, Fixed Income, Relationship Management, Hedge Funds, Asset Allocation, Investment Management, Investment Strategies, Series 7
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance, Accounting
Colorado College 1979 — 1983
BA, Economics
The University of Edinburgh 1980 — 1981
Economics
Lyons Township High School
Lyons Township High School
Lyons Township High School
UBS Global Asset Management January 2011 - Present
Zazove Associates May 2006 - September 2010
Merrill Lynch May 2003 - May 2006
Morgan Stanley September 1990 - November 2002
Montgomery Securities July 1986 - August 1990
Skills
Equities, Asset Management, Capital Markets, Customer Relations, Institutional, Asset Managment, Alternative Investments, Customer Service, Fixed Income, Relationship Management, Hedge Funds, Asset Allocation, Investment Management, Investment Strategies, Series 7
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance, Accounting
Colorado College 1979 — 1983
BA, Economics
The University of Edinburgh 1980 — 1981
Economics
Lyons Township High School
Lyons Township High School
Lyons Township High School
Michael Tighe's Merrill Lynch Experience July 1998 - March 2001
Job BTIG
Industry Financial Services
Experience
BTIG March 2015 - Present
Bank of America Merrill Lynch July 2013 - June 2015
Morgan Stanley June 2006 - May 2013
Bank of America March 2003 - May 2006
Merrill Lynch July 1998 - March 2001
Skills
Series 7, Series 63, Series 24, Candian trader exams, Equities, Trading
Education
College of the Holy Cross 1987 — 1991
Bachelor's degree, History
Arlington High School 1984 — 1987
BTIG March 2015 - Present
Bank of America Merrill Lynch July 2013 - June 2015
Morgan Stanley June 2006 - May 2013
Bank of America March 2003 - May 2006
Merrill Lynch July 1998 - March 2001
Skills
Series 7, Series 63, Series 24, Candian trader exams, Equities, Trading
Education
College of the Holy Cross 1987 — 1991
Bachelor's degree, History
Arlington High School 1984 — 1987
Jeff Laboranti's Merrill Lynch Experience March 2008 - July 2015
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Merrill Lynch March 2008 - July 2015
Skills
Investment Advisory, Series 7, Series 63, Financial Modeling, Investments, Asset Allocation, Hedge Funds, Fixed Income, Strategic Financial..., Retirement Planning, Wealth Management, Securities, Mutual Funds, Asset Management, Alternative Investments, Retirement, Estate Planning, Financial Analysis, Insurance, Bloomberg, Equities, Portfolio Management, 401k, Life Insurance, Credit Analysis, Loans, IRAs, 401k Rollovers, Financial Planners, Saving for Education, Bonds
Education
College of the Holy Cross 1994 — 1998
North Pocono High School 1990 — 1994
Wells Fargo Advisors July 2015 - Present
Merrill Lynch March 2008 - July 2015
Skills
Investment Advisory, Series 7, Series 63, Financial Modeling, Investments, Asset Allocation, Hedge Funds, Fixed Income, Strategic Financial..., Retirement Planning, Wealth Management, Securities, Mutual Funds, Asset Management, Alternative Investments, Retirement, Estate Planning, Financial Analysis, Insurance, Bloomberg, Equities, Portfolio Management, 401k, Life Insurance, Credit Analysis, Loans, IRAs, 401k Rollovers, Financial Planners, Saving for Education, Bonds
Education
College of the Holy Cross 1994 — 1998
North Pocono High School 1990 — 1994
Loretta Neuhaus's Merrill Lynch Experience April 1985 - May 1990
Job Senior Financial Analyst, Investment Analyst, Specialization in NonProfit Organizations
Industry Capital Markets
Experience
Neuhaus Consulting November 2007 - Present
The Friends of Green Chimneys October 2002 - October 2007
The Friends of Green Chimneys October 2002 - September 2006
Deutsche Bank April 1994 - July 2005
Deutsche Bank December 1998 - April 2002
Deutsche Bank April 1994 - December 1998
Credit Suisse June 1990 - December 1993
Merrill Lynch April 1985 - May 1990
Merrill Lynch April 1985 - March 1989
Moody's Investors Services July 1980 - 1985
Skills
Stable Value Investment, Credit Analysis, Investigative Research, Security Analysis, Financial Advisory, Non-profit Leadership, Non-profit..., Grant Writing, Fundraising, Journalism
Education
NYU Stern School of Business
MBA Finance
College of Mount Saint Vincent 1968 — 1972
B.A., Economics and Business
Neuhaus Consulting November 2007 - Present
The Friends of Green Chimneys October 2002 - October 2007
The Friends of Green Chimneys October 2002 - September 2006
Deutsche Bank April 1994 - July 2005
Deutsche Bank December 1998 - April 2002
Deutsche Bank April 1994 - December 1998
Credit Suisse June 1990 - December 1993
Merrill Lynch April 1985 - May 1990
Merrill Lynch April 1985 - March 1989
Moody's Investors Services July 1980 - 1985
Skills
Stable Value Investment, Credit Analysis, Investigative Research, Security Analysis, Financial Advisory, Non-profit Leadership, Non-profit..., Grant Writing, Fundraising, Journalism
Education
NYU Stern School of Business
MBA Finance
College of Mount Saint Vincent 1968 — 1972
B.A., Economics and Business
Hank Stohr's Merrill Lynch Experience 1980 - 2002
Job Vice President at SageSource Financial
Industry Financial Services
Experience
SageSource Financial July 2010 - Present
Transworld Systems 2009 - August 2011
BCN Telecom 2002 - 2003
Merrill Lynch 1980 - 2002
Dean Witter 1988 - 1992
Prudential Bache Securities 1974 - 1980
Education
College of Saint Elizabeth 1977 — 1981
SageSource Financial July 2010 - Present
Transworld Systems 2009 - August 2011
BCN Telecom 2002 - 2003
Merrill Lynch 1980 - 2002
Dean Witter 1988 - 1992
Prudential Bache Securities 1974 - 1980
Education
College of Saint Elizabeth 1977 — 1981
Donna Winn's Merrill Lynch Experience July 1977 - July 1999
Job Business Owner
Industry Financial Services
Experience
Oppenheimer Funds 2001 - Present
OppenheimerFunds, Inc July 1999 - Present
OppenheimerFunds, Inc January 1999 - Present
MassMutual Financial Group 1999 - 2009
Merrill Lynch July 1977 - July 1999
Merrill Lynch January 1977 - January 1999
Merrill Lynch 1990 - 1999
Merrill Lynch 1977 - 1999
Merrill Lynch July 1977 - August 1979
Proctor & Gamble July 1976 - July 1977
Education
College of the Holy Cross 1972 — 1976
College of the Holy Cross 1972 — 1976
College of the Holy
B.A, Economics
Oppenheimer Funds 2001 - Present
OppenheimerFunds, Inc July 1999 - Present
OppenheimerFunds, Inc January 1999 - Present
MassMutual Financial Group 1999 - 2009
Merrill Lynch July 1977 - July 1999
Merrill Lynch January 1977 - January 1999
Merrill Lynch 1990 - 1999
Merrill Lynch 1977 - 1999
Merrill Lynch July 1977 - August 1979
Proctor & Gamble July 1976 - July 1977
Education
College of the Holy Cross 1972 — 1976
College of the Holy Cross 1972 — 1976
College of the Holy
B.A, Economics
Andrea Priley's Merrill Lynch Experience July 2004 - July 2009
Job Registered Nurse, PHN
Industry Hospital & Health Care
Experience
Children's Hospitals and Clinics of Minnesota February 2014 - Present
University of Minnesota School of Nursing September 2012 - December 2013
Wells Fargo Home Mortgage March 2010 - August 2012
Fortace LLC 2009 - May 2010
Merrill Lynch July 2004 - July 2009
Wells Fargo Home Mortgage September 2002 - July 2004
Skills
Loans, Risk Management, Data Analysis, Financial Modeling, Mortgage Lending, Credit, Underwriting, Banking, Financial Analysis, Leadership, Strategic Planning, Credit Analysis, Portfolio Management, Process Improvement, Insurance
Education
University of Minnesota-Twin Cities 2012 — 2013
Master of Nursing, Nursing
College of St. Benedict 1998 — 2002
Bachelor of Arts (BA), Psychology
Children's Hospitals and Clinics of Minnesota February 2014 - Present
University of Minnesota School of Nursing September 2012 - December 2013
Wells Fargo Home Mortgage March 2010 - August 2012
Fortace LLC 2009 - May 2010
Merrill Lynch July 2004 - July 2009
Wells Fargo Home Mortgage September 2002 - July 2004
Skills
Loans, Risk Management, Data Analysis, Financial Modeling, Mortgage Lending, Credit, Underwriting, Banking, Financial Analysis, Leadership, Strategic Planning, Credit Analysis, Portfolio Management, Process Improvement, Insurance
Education
University of Minnesota-Twin Cities 2012 — 2013
Master of Nursing, Nursing
College of St. Benedict 1998 — 2002
Bachelor of Arts (BA), Psychology
Andrew Byington's Merrill Lynch Experience 2004 - 2004
Job
Industry Investment Management
Experience
Luminus Management April 2012 - Present
Millennium Partners March 2010 - April 2012
SAC Capital Advisors, LLC June 2004 - June 2009
Merrill Lynch 2004 - 2004
Banco Santander 2000 - 2004
GovWorks 2000 - 2000
Education
Columbia Engineering 1997 — 2000
2000, Engineering
College of the Holy Cross 1995 — 1999
BA, Mathematics
Luminus Management April 2012 - Present
Millennium Partners March 2010 - April 2012
SAC Capital Advisors, LLC June 2004 - June 2009
Merrill Lynch 2004 - 2004
Banco Santander 2000 - 2004
GovWorks 2000 - 2000
Education
Columbia Engineering 1997 — 2000
2000, Engineering
College of the Holy Cross 1995 — 1999
BA, Mathematics
Jason Spinell's Merrill Lynch Experience January 2007 - June 2009
Job Investor, Advisor, Operator
Industry Venture Capital & Private Equity
Experience
Accion Systems Inc. February 2015 - Present
Undercurrent February 2013 - Present
Precog, data science platform April 2011 - August 2012
Greenmont Capital Partners II April 2010 - October 2010
Merrill Lynch January 2007 - June 2009
Rentricity Inc. October 2004 - October 2006
Skills
Entrepreneurship, Investments, Finance, Financial Analysis, Venture Capital, Business Development, Business Strategy, Equities, Start-ups, Product Management, Asset Managment, Due Diligence, Valuation, Mergers, Strategic Planning, New Business Development, Fundraising, Product Development, Negotiation, Financial Modeling, Mergers & Acquisitions, Strategy, Management, Analysis, Strategic Partnerships
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2011
MBA, Finance & Entrepreneurship
University of Colorado Boulder 2001 — 2003
BA, Econ, Pre-Med
College of the Holy Cross 1999 — 2000
Accion Systems Inc. February 2015 - Present
Undercurrent February 2013 - Present
Precog, data science platform April 2011 - August 2012
Greenmont Capital Partners II April 2010 - October 2010
Merrill Lynch January 2007 - June 2009
Rentricity Inc. October 2004 - October 2006
Skills
Entrepreneurship, Investments, Finance, Financial Analysis, Venture Capital, Business Development, Business Strategy, Equities, Start-ups, Product Management, Asset Managment, Due Diligence, Valuation, Mergers, Strategic Planning, New Business Development, Fundraising, Product Development, Negotiation, Financial Modeling, Mergers & Acquisitions, Strategy, Management, Analysis, Strategic Partnerships
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2011
MBA, Finance & Entrepreneurship
University of Colorado Boulder 2001 — 2003
BA, Econ, Pre-Med
College of the Holy Cross 1999 — 2000
Chris Magley's Merrill Lynch Experience June 1981 - April 1985
Job Manager Customer Service & Sales Support at Power Medical Interventions a COVIDIEN Company
Industry Medical Devices
Experience
Power Medical Interventions June 2002 - Present
Merrill Lynch June 1981 - April 1985
Education
College of Saint Elizabeth 1977 — 1981
BS Business Administration, Business Program with a minor in Sociology
Power Medical Interventions June 2002 - Present
Merrill Lynch June 1981 - April 1985
Education
College of Saint Elizabeth 1977 — 1981
BS Business Administration, Business Program with a minor in Sociology
Candice Downing's Merrill Lynch Experience 2004 - 2004
Job Marketing Manager at Drupal Geeks
Industry Marketing and Advertising
Experience
Ameex Technologies May 2012 - Present
Drupal Geeks May 2012 - Present
Roberts & Roberts, LLC July 2009 - Present
Kamaaina Media, LLC March 2008 - January 2014
Merrill Lynch 2004 - 2004
Skills
SEO, E-commerce, Web Development, Photoshop, Online Marketing, HTML, Agile Methodologies, Drupal, Web Content Management, Mobile Applications, Information Architecture, Project Management, Joomla, Content Management, Web Design, User Interface Design, CMS, Management, Marketing, CRM, Social Media, Digital Marketing, CSS, Advertising, .NET, JavaScript, WordPress, Web Services, MySQL, XML, Cloud Computing, Software Development, ASP.NET, SaaS, PHP, Web Applications, Web Analytics, Website Development, Web Project Management, jQuery, XHTML, Open Source, Email Marketing, User Experience, Strategic Partnerships
Education
Colorado Mesa University 2000 — 2004
BBA, Business Administration (Concentration in Marketing)
Portland State University
BBA
Ameex Technologies May 2012 - Present
Drupal Geeks May 2012 - Present
Roberts & Roberts, LLC July 2009 - Present
Kamaaina Media, LLC March 2008 - January 2014
Merrill Lynch 2004 - 2004
Skills
SEO, E-commerce, Web Development, Photoshop, Online Marketing, HTML, Agile Methodologies, Drupal, Web Content Management, Mobile Applications, Information Architecture, Project Management, Joomla, Content Management, Web Design, User Interface Design, CMS, Management, Marketing, CRM, Social Media, Digital Marketing, CSS, Advertising, .NET, JavaScript, WordPress, Web Services, MySQL, XML, Cloud Computing, Software Development, ASP.NET, SaaS, PHP, Web Applications, Web Analytics, Website Development, Web Project Management, jQuery, XHTML, Open Source, Email Marketing, User Experience, Strategic Partnerships
Education
Colorado Mesa University 2000 — 2004
BBA, Business Administration (Concentration in Marketing)
Portland State University
BBA
Katie (Zeman) Damberg's Merrill Lynch Experience 2002 - 2008
Job AVP at Green Tree Investment Management
Industry Investment Management
Experience
Walter Capital Opportunity Corp July 2014 - Present
Green Tree Investment Management March 2012 - Present
Green Tree Investment Management March 2010 - Present
Rockland Partners 2009 - April 2010
Merrill Lynch 2002 - 2008
GMAC ResCap 1996 - 2002
GMAC-RFC 1996 - 2002
Education
College of Saint Benedict 1988 — 1992
BA, Mathematics, Economics
St. John's University 1988 — 1992
Mathematics and Economics
Walter Capital Opportunity Corp July 2014 - Present
Green Tree Investment Management March 2012 - Present
Green Tree Investment Management March 2010 - Present
Rockland Partners 2009 - April 2010
Merrill Lynch 2002 - 2008
GMAC ResCap 1996 - 2002
GMAC-RFC 1996 - 2002
Education
College of Saint Benedict 1988 — 1992
BA, Mathematics, Economics
St. John's University 1988 — 1992
Mathematics and Economics
John J. Fordham III's Merrill Lynch Experience June 1994 - August 1997
Job Chief Executive Officer at Fordham Capital
Industry Financial Services
Experience
Fordham Capital March 2001 - Present
Goldman Sachs September 1997 - February 2001
Merrill Lynch June 1994 - August 1997
Education
Cornell University - Johnson Graduate School of Management 1985 — 1988
MBA
College of the Holy Cross 1972 — 1977
BS, Finance
Fordham Capital March 2001 - Present
Goldman Sachs September 1997 - February 2001
Merrill Lynch June 1994 - August 1997
Education
Cornell University - Johnson Graduate School of Management 1985 — 1988
MBA
College of the Holy Cross 1972 — 1977
BS, Finance
Daniel Dynan, CFA, CAIA's Merrill Lynch Experience September 2007 - February 2009
Job Consultant at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group March 2009 - Present
Merrill Lynch September 2007 - February 2009
Bear Stearns July 2003 - September 2007
Skills
Investments, Process Improvement, Asset Allocation, Chartered Financial..., Mutual Funds, Alternative Investments, Financial Services, Hedge Funds
Education
College of the Holy Cross 1999 — 2003
BA, Economics
Meketa Investment Group March 2009 - Present
Merrill Lynch September 2007 - February 2009
Bear Stearns July 2003 - September 2007
Skills
Investments, Process Improvement, Asset Allocation, Chartered Financial..., Mutual Funds, Alternative Investments, Financial Services, Hedge Funds
Education
College of the Holy Cross 1999 — 2003
BA, Economics
Liam Rogers's Merrill Lynch Experience September 2007 - December 2007
Job Associate at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group March 2011 - Present
Caxton Associates June 2009 - February 2011
Merrill Lynch September 2007 - December 2007
Citigroup June 2007 - August 2007
Skills
Hedge Funds, Alternative Investments, Financial Modeling, Financial Analysis, Financial Markets, Asset Allocation, Venture Capital, Mutual Funds, Structured Products, Economics, Financial Services, Investment Strategies, Investment Advisory, FINRA, Fund Of Funds, Finance
Education
College of the Holy Cross 2004 — 2008
Bachelor's Degree, Economics
Bergen Catholic High School 2000 — 2004
The Blackstone Group March 2011 - Present
Caxton Associates June 2009 - February 2011
Merrill Lynch September 2007 - December 2007
Citigroup June 2007 - August 2007
Skills
Hedge Funds, Alternative Investments, Financial Modeling, Financial Analysis, Financial Markets, Asset Allocation, Venture Capital, Mutual Funds, Structured Products, Economics, Financial Services, Investment Strategies, Investment Advisory, FINRA, Fund Of Funds, Finance
Education
College of the Holy Cross 2004 — 2008
Bachelor's Degree, Economics
Bergen Catholic High School 2000 — 2004
Katie Hechavarria's Merrill Lynch Experience April 2001 - June 2002
Job Finance Manager at Denver Public Schools
Industry Accounting
Experience
Denver Public Schools June 2011 - Present
Colorado State University July 2010 - June 2011
PHYSICIAN'S ALLY, INC March 2009 - July 2010
Jackson National Life Insurance February 2007 - December 2008
Jackson National Life Insurance July 2002 - February 2007
Merrill Lynch April 2001 - June 2002
Merrill Lynch November 1997 - April 2001
Merrill Lynch September 1996 - November 1997
Skills
Process Improvement, Management, Forecasting, Analysis, Training
Education
Colorado Christian University 2006 — 2009
Bachelor of Science, Accounting
Denver Public Schools June 2011 - Present
Colorado State University July 2010 - June 2011
PHYSICIAN'S ALLY, INC March 2009 - July 2010
Jackson National Life Insurance February 2007 - December 2008
Jackson National Life Insurance July 2002 - February 2007
Merrill Lynch April 2001 - June 2002
Merrill Lynch November 1997 - April 2001
Merrill Lynch September 1996 - November 1997
Skills
Process Improvement, Management, Forecasting, Analysis, Training
Education
Colorado Christian University 2006 — 2009
Bachelor of Science, Accounting
Christopher F. McGratty's Merrill Lynch Experience 1978 - 1981
Job Retired CEO
Industry Real Estate
Experience
Ward Realty Corp January 2005 - Present
Sutter Fremont Real Estate Merchant Capital Corporation 1993 - 1994
Linpro New York Realty 1987 - 1993
Tishman Realty Coprpration 1981 - 1987
Merrill Lynch 1978 - 1981
Eastdil Realty, Inc. November 1969 - February 1978
Skills
Commercial Real Estate..., Business Start up Expert, Hotels, New Business Development, Real Estate, Strategic Planning, Non-profits, Public Speaking, Finance, Commercial Real Estate, Marketing, Investments, Leadership, Marketing Strategy, Contract Negotiation, Management, Sales, Business Development, Strategy
Education
College of the Holy Cross 1960 — 1964
BS ECONOMICS, Economics, Philosophy, Military Science
Seton Hall HIgh School, Patchogue, NY
Ward Realty Corp January 2005 - Present
Sutter Fremont Real Estate Merchant Capital Corporation 1993 - 1994
Linpro New York Realty 1987 - 1993
Tishman Realty Coprpration 1981 - 1987
Merrill Lynch 1978 - 1981
Eastdil Realty, Inc. November 1969 - February 1978
Skills
Commercial Real Estate..., Business Start up Expert, Hotels, New Business Development, Real Estate, Strategic Planning, Non-profits, Public Speaking, Finance, Commercial Real Estate, Marketing, Investments, Leadership, Marketing Strategy, Contract Negotiation, Management, Sales, Business Development, Strategy
Education
College of the Holy Cross 1960 — 1964
BS ECONOMICS, Economics, Philosophy, Military Science
Seton Hall HIgh School, Patchogue, NY
Claudia Rinschler's Merrill Lynch Experience 1996 - 2000
Job Managing Director, Global COO Citi Trust at Citigroup
Industry Financial Services
Experience
Citigroup July 2009 - Present
Citigroup January 2003 - June 2009
Citigroup July 2000 - December 2002
Merrill Lynch 1996 - 2000
Bankers Trust 1988 - 1996
Education
The Tuck School of Business at Dartmouth 1986 — 1988
MBA, Management
College of the Holy Cross 1979 — 1983
BA, Economics
Citigroup July 2009 - Present
Citigroup January 2003 - June 2009
Citigroup July 2000 - December 2002
Merrill Lynch 1996 - 2000
Bankers Trust 1988 - 1996
Education
The Tuck School of Business at Dartmouth 1986 — 1988
MBA, Management
College of the Holy Cross 1979 — 1983
BA, Economics
Grace Ryan's Merrill Lynch Experience September 2009 - December 2009
Job Student at College of the Holy Cross
Industry Investment Banking
Experience
Merrill Lynch September 2009 - December 2009
New York Racing Association July 2008 - August 2009
World Energy Solutions January 2009 - July 2009
Tabner, Ryan and Keniry LLP January 2006 - January 2008
Education
College of the Holy Cross 2006 — 2010
BA, Mathematics and Philosophy
Merrill Lynch September 2009 - December 2009
New York Racing Association July 2008 - August 2009
World Energy Solutions January 2009 - July 2009
Tabner, Ryan and Keniry LLP January 2006 - January 2008
Education
College of the Holy Cross 2006 — 2010
BA, Mathematics and Philosophy
Dion Thomidis's Merrill Lynch Experience February 2013 - September 2014
Job Investment Counselor at BB&T Investment Services
Industry Financial Services
Experience
BB&T Investment Services September 2014 - Present
Merrill Lynch February 2013 - September 2014
Salisbury University August 2010 - December 2010
Salisbury University January 2009 - December 2010
Skills
Financial Analysis, Economics, Microsoft Excel, Financial Modeling, Research, PowerPoint, Data Analysis, Investments, Microsoft Office, Bloomberg, Analysis, Corporate Finance, Access, Accounting
Education
Salisbury University - Perdue School of Business 2009 — 2010
Bachelor of Science, International Business Administration
Salisbury University - Perdue School of Business 2009 — 2010
Bachelor of Science, Finance
College of Southern Maryland 2005 — 2007
Associate of Arts and Sciences (A.A.S.), Social Sciences/Psychology
BB&T Investment Services September 2014 - Present
Merrill Lynch February 2013 - September 2014
Salisbury University August 2010 - December 2010
Salisbury University January 2009 - December 2010
Skills
Financial Analysis, Economics, Microsoft Excel, Financial Modeling, Research, PowerPoint, Data Analysis, Investments, Microsoft Office, Bloomberg, Analysis, Corporate Finance, Access, Accounting
Education
Salisbury University - Perdue School of Business 2009 — 2010
Bachelor of Science, International Business Administration
Salisbury University - Perdue School of Business 2009 — 2010
Bachelor of Science, Finance
College of Southern Maryland 2005 — 2007
Associate of Arts and Sciences (A.A.S.), Social Sciences/Psychology
Daniel O'Neill's Merrill Lynch Experience February 1993 - June 1994
Job President, Greater Washington and Maryland Division
Industry Banking
Experience
SunTrust Bank January 1990 - Present
Merrill Lynch February 1993 - June 1994
Riggs National Bank September 1987 - December 1989
Citibank, NA December 1985 - September 1987
Skills
Banking, Commercial Banking, Credit, Commercial Lending, Risk Management, Loans, Credit Analysis, Portfolio Management, Credit Risk, Small Business Lending
Education
University of Pennsylvania - The Wharton School 2009 — 2010
Advanced Risk Management
Fordham Gabelli School of Business 1983 — 1985
MBA, Finance
College of the Holy Cross 1979 — 1983
BA, History
Chaminade 1975 — 1979
College Prep
SunTrust Bank January 1990 - Present
Merrill Lynch February 1993 - June 1994
Riggs National Bank September 1987 - December 1989
Citibank, NA December 1985 - September 1987
Skills
Banking, Commercial Banking, Credit, Commercial Lending, Risk Management, Loans, Credit Analysis, Portfolio Management, Credit Risk, Small Business Lending
Education
University of Pennsylvania - The Wharton School 2009 — 2010
Advanced Risk Management
Fordham Gabelli School of Business 1983 — 1985
MBA, Finance
College of the Holy Cross 1979 — 1983
BA, History
Chaminade 1975 — 1979
College Prep
Rick Massey's Merrill Lynch Experience August 2009 - September 2012
Job Agency MBS Trading
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2012 - Present
Merrill Lynch August 2009 - September 2012
Gilford Securities; 2008 - 2009
Skills
Investments, Sales, Trading, Asset Management, Hedge Funds, Series 7, Bloomberg, Series 63, Agency MBS, MBS, Equities, Alternative Investments
Education
Buckingham, Browne & Nichols
College of the Holy Cross
Bank of America Merrill Lynch August 2012 - Present
Merrill Lynch August 2009 - September 2012
Gilford Securities; 2008 - 2009
Skills
Investments, Sales, Trading, Asset Management, Hedge Funds, Series 7, Bloomberg, Series 63, Agency MBS, MBS, Equities, Alternative Investments
Education
Buckingham, Browne & Nichols
College of the Holy Cross
Kathryn Torrez's Merrill Lynch Experience 1980 - 1986
Job Accountant at Quorum Architects, Inc.
Industry Architecture & Planning
Experience
Quorum Architects, Inc. September 2007 - Present
Orthopedic Specialty Associates 2004 - 2006
Integrated Medical Provider Support 1998 - 2006
Merrill Lynch 1980 - 1986
Transamerica 1979 - 1980
Bank of America July 1974 - June 1979
Skills
Accounting, Party Planning, Piano Student, Horseback Riding, Can Read and Write, Microsoft Office, Budgets, Management, Process Scheduler, Project Planning, Microsoft Word, Team Building, Interior Design, Submittals, Public Speaking, PowerPoint, Architecture, QuickBooks
Education
College of the Redwoods 1973 — 1975
Agriculture Science/Business
The University of Texas at Arlington - College of Business
Certificate, Project Management
Tarrant County College
Business Management
Quorum Architects, Inc. September 2007 - Present
Orthopedic Specialty Associates 2004 - 2006
Integrated Medical Provider Support 1998 - 2006
Merrill Lynch 1980 - 1986
Transamerica 1979 - 1980
Bank of America July 1974 - June 1979
Skills
Accounting, Party Planning, Piano Student, Horseback Riding, Can Read and Write, Microsoft Office, Budgets, Management, Process Scheduler, Project Planning, Microsoft Word, Team Building, Interior Design, Submittals, Public Speaking, PowerPoint, Architecture, QuickBooks
Education
College of the Redwoods 1973 — 1975
Agriculture Science/Business
The University of Texas at Arlington - College of Business
Certificate, Project Management
Tarrant County College
Business Management
Brian Maier's Merrill Lynch Experience January 1997 - January 2009
Job Vice Chairman, Wells Fargo
Industry Investment Banking
Experience
Wells Fargo August 2011 - Present
Citadel Securities April 2009 - August 2011
Merrill Lynch January 1997 - January 2009
Skills
Investment Banking, Private Equity, Capital Markets, Equities, Banking, Valuation, Fixed Income, Corporate Finance, Financial Modeling, Hedge Funds, LBO, Alternative Investments, Bloomberg
Education
Northwestern University 1981 — 1983
MBA, Finance, International Studies
Colorado College
BA, Political Science/Economics
Wells Fargo August 2011 - Present
Citadel Securities April 2009 - August 2011
Merrill Lynch January 1997 - January 2009
Skills
Investment Banking, Private Equity, Capital Markets, Equities, Banking, Valuation, Fixed Income, Corporate Finance, Financial Modeling, Hedge Funds, LBO, Alternative Investments, Bloomberg
Education
Northwestern University 1981 — 1983
MBA, Finance, International Studies
Colorado College
BA, Political Science/Economics
Conor McKenna's Merrill Lynch Experience September 2010 - December 2010
Job Investment Banking Associate at LUMA Partners LLC
Industry Investment Banking
Experience
LUMA Partners LLC May 2014 - Present
Sandler O'Neill & Partners, L.P. April 2013 - May 2014
Weil Gotshal and Manges March 2012 - April 2013
M.R. Beal June 2011 - February 2012
Belltower Books May 2009 - May 2011
Merrill Lynch September 2010 - December 2010
GE June 2010 - August 2010
Skills
Excel, PowerPoint, Microsoft Office, Public Finance, Financial Modeling, Bloomberg Terminal, Python, Company Valuation, DCF Valuation, Mergers & Acquisitions, LBO
Education
College of the Holy Cross 2007 — 2011
Bachelor of Arts, Summa Cum Laude, Economics and Mathematics
Investment Banking Institute 2012 — 2012
LUMA Partners LLC May 2014 - Present
Sandler O'Neill & Partners, L.P. April 2013 - May 2014
Weil Gotshal and Manges March 2012 - April 2013
M.R. Beal June 2011 - February 2012
Belltower Books May 2009 - May 2011
Merrill Lynch September 2010 - December 2010
GE June 2010 - August 2010
Skills
Excel, PowerPoint, Microsoft Office, Public Finance, Financial Modeling, Bloomberg Terminal, Python, Company Valuation, DCF Valuation, Mergers & Acquisitions, LBO
Education
College of the Holy Cross 2007 — 2011
Bachelor of Arts, Summa Cum Laude, Economics and Mathematics
Investment Banking Institute 2012 — 2012
Melody (BOULDER DO Kimberlin's Merrill Lynch Experience August 1999 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1999 - Present
Teletech Communications May 1996 - August 1999
Skills
Series 7, Customer Service, Uniform Combined State..., Leadership, Management, Wealth Management, Series 63, Process Improvement, Mutual Funds, Equities, Microsoft Office, Fixed Income, Securities, Alternative Investments, Small Business, Marketing, Asset Allocation, Retirement Planning, Portfolio Management, Business Planning, Retirement, Investments, Investment Strategies, Investment Advisory, Asset Management, Strategic Financial..., Budgets, Strategic Planning, Financial Advisory
Education
College of the Desert 1992 — 1995
Associate's degree, Music
Merrill Lynch August 1999 - Present
Teletech Communications May 1996 - August 1999
Skills
Series 7, Customer Service, Uniform Combined State..., Leadership, Management, Wealth Management, Series 63, Process Improvement, Mutual Funds, Equities, Microsoft Office, Fixed Income, Securities, Alternative Investments, Small Business, Marketing, Asset Allocation, Retirement Planning, Portfolio Management, Business Planning, Retirement, Investments, Investment Strategies, Investment Advisory, Asset Management, Strategic Financial..., Budgets, Strategic Planning, Financial Advisory
Education
College of the Desert 1992 — 1995
Associate's degree, Music
Moira Giacalone's Merrill Lynch Experience October 2008 - Present
Job
Industry Financial Services
Experience
Merrill Lynch October 2008 - Present
Morgan Stanley Smith Barney June 1995 - October 2008
Education
College of the Holy Cross 1990 — 1994
BA, Psychology
Noble and Greenough 1984 — 1990
Merrill Lynch October 2008 - Present
Morgan Stanley Smith Barney June 1995 - October 2008
Education
College of the Holy Cross 1990 — 1994
BA, Psychology
Noble and Greenough 1984 — 1990
Jimi Ijandipe's Merrill Lynch Experience October 2014 - June 2015
Job Operations Team Manager at Merrill Lynch
Industry Banking
Experience
Merrill Lynch October 2014 - June 2015
Merrill Lynch June 2013 - October 2014
Merrill Lynch March 2012 - June 2013
Bank of America August 2010 - March 2012
Skills
Series 7, Series 66, Series 24, Financial Services, Portfolio Management, Banking, Uniform Combined State..., Credit, Trade Compliance, Risk Management, Research, Financial Analysis
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts (BA)
Saint Benedict's Preparatory High School 2002 — 2006
High School Diploma
Merrill Lynch October 2014 - June 2015
Merrill Lynch June 2013 - October 2014
Merrill Lynch March 2012 - June 2013
Bank of America August 2010 - March 2012
Skills
Series 7, Series 66, Series 24, Financial Services, Portfolio Management, Banking, Uniform Combined State..., Credit, Trade Compliance, Risk Management, Research, Financial Analysis
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts (BA)
Saint Benedict's Preparatory High School 2002 — 2006
High School Diploma
Grace Ryan's Merrill Lynch Experience September 2009 - December 2009
Job
Industry Insurance
Experience
QBE North America June 2010 - December 2014
Merrill Lynch September 2009 - December 2009
World Energy January 2009 - May 2009
The New York Racing Association 2008 - 2009
Skills
Business Analysis, Insurance, Analysis, Management, Microsoft Office, Process Improvement, Data Analysis, Microsoft Excel, Cognos, Project Management, Research, Financial Analysis, Finance, Customer Service, Leadership, PowerPoint, Financial Modeling
Education
Fordham University 2014 — 2016
Master of Business Administration (MBA), Concentrating in Accounting and Finance
College of the Holy Cross 2006 — 2010
Bachelor of Arts (B.A.), Mathematics
QBE North America June 2010 - December 2014
Merrill Lynch September 2009 - December 2009
World Energy January 2009 - May 2009
The New York Racing Association 2008 - 2009
Skills
Business Analysis, Insurance, Analysis, Management, Microsoft Office, Process Improvement, Data Analysis, Microsoft Excel, Cognos, Project Management, Research, Financial Analysis, Finance, Customer Service, Leadership, PowerPoint, Financial Modeling
Education
Fordham University 2014 — 2016
Master of Business Administration (MBA), Concentrating in Accounting and Finance
College of the Holy Cross 2006 — 2010
Bachelor of Arts (B.A.), Mathematics
Christopher Augustin's Merrill Lynch Experience May 2008 - January 2009
Job Chief Information Officer First Data Corporation
Industry Financial Services
Experience
Marked Private LLC November 2012 - May 2014
Javelin Capital Markets, LLC September 2010 - November 2012
Bank of America January 2009 - May 2010
Merrill Lynch May 2008 - January 2009
V10 Financial, LLC September 2007 - May 2008
Citi February 2005 - June 2007
Citi 1999 - 2005
Salomon Smith Barney 1997 - 1999
Salomon Brothers 1986 - 1997
Chase 1985 - 1986
Education
NYU Stern School of Business
MBA, Finance
College of the Holy Cross 1981 — 1985
BA, Mathematics
Marked Private LLC November 2012 - May 2014
Javelin Capital Markets, LLC September 2010 - November 2012
Bank of America January 2009 - May 2010
Merrill Lynch May 2008 - January 2009
V10 Financial, LLC September 2007 - May 2008
Citi February 2005 - June 2007
Citi 1999 - 2005
Salomon Smith Barney 1997 - 1999
Salomon Brothers 1986 - 1997
Chase 1985 - 1986
Education
NYU Stern School of Business
MBA, Finance
College of the Holy Cross 1981 — 1985
BA, Mathematics
Brandon Alvarado's Merrill Lynch Experience April 2011 - Present
Job Financial Advisor AVP at Merrill Edge
Industry Investment Management
Experience
Merrill Lynch April 2011 - Present
Education
University of California, Santa Barbara 2005 — 2007
Bachelor's degree, Global Studies/Finance, 3.0
College of the Canyons 2002 — 2005
Associate's degree, Accounting and Finance, 3.5
University of California, Santa Barbara
Bachelor's degree, International/Global Studies
Merrill Lynch April 2011 - Present
Education
University of California, Santa Barbara 2005 — 2007
Bachelor's degree, Global Studies/Finance, 3.0
College of the Canyons 2002 — 2005
Associate's degree, Accounting and Finance, 3.5
University of California, Santa Barbara
Bachelor's degree, International/Global Studies
Jetty Singletary's Merrill Lynch Experience April 1983 - December 1986
Job receptionist
Industry Consumer Services
Experience
Self-employed June 2013 - Present
Federal Building/Galveston April 1987 - September 1990
Merrill Lynch April 1983 - December 1986
Skills
Customer Service, Pre-school..., Hospitality Management
Education
College of the Mainland 2005 — 2007
Liberal Arts, General Studies
Self-employed June 2013 - Present
Federal Building/Galveston April 1987 - September 1990
Merrill Lynch April 1983 - December 1986
Skills
Customer Service, Pre-school..., Hospitality Management
Education
College of the Mainland 2005 — 2007
Liberal Arts, General Studies
Veronica O'Neill's Merrill Lynch Experience October 1987 - January 2014
Job Owner/President at O'Neill & Co. LLC
Industry Financial Services
Experience
New Jersey City University September 2014 - Present
O'Neill & Co. LLC March 2014 - Present
Merrill Lynch October 1987 - January 2014
Skills
Shareholder..., Proxy Voting, Securities Operations, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Shareholder, Securities
Education
Thomas Edison State College 2014 — 2016
Graduate Certificate, Online Learning and Teaching
Regis University 2010 — 2011
Master of Science (MS), Organizational Leadership
Fairleigh Dickinson University-College at Florham 1989 — 1993
Master of Business Administration (MBA), Accounting
College of the Holy Cross 1976 — 1980
Bachelor of Arts (B.A.), Sociology and Biology
New Jersey City University September 2014 - Present
O'Neill & Co. LLC March 2014 - Present
Merrill Lynch October 1987 - January 2014
Skills
Shareholder..., Proxy Voting, Securities Operations, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Shareholder, Securities
Education
Thomas Edison State College 2014 — 2016
Graduate Certificate, Online Learning and Teaching
Regis University 2010 — 2011
Master of Science (MS), Organizational Leadership
Fairleigh Dickinson University-College at Florham 1989 — 1993
Master of Business Administration (MBA), Accounting
College of the Holy Cross 1976 — 1980
Bachelor of Arts (B.A.), Sociology and Biology
James Leder's Merrill Lynch Experience September 2001 - July 2009
Job Brigade Capital
Industry Investment Management
Experience
Brigade Capital Management, LP April 2015 - Present
Credit Suisse July 2009 - April 2015
Merrill Lynch September 2001 - July 2009
Education
Columbia University in the City of New York 1999 — 2001
Master of Business Administration (MBA), Finance
College of the Holy Cross 1990 — 1994
Bachelor of Arts (BA), Economics
Brigade Capital Management, LP April 2015 - Present
Credit Suisse July 2009 - April 2015
Merrill Lynch September 2001 - July 2009
Education
Columbia University in the City of New York 1999 — 2001
Master of Business Administration (MBA), Finance
College of the Holy Cross 1990 — 1994
Bachelor of Arts (BA), Economics
Jennifer Kucharski's Merrill Lynch Experience 1999 - 2002
Job Commercial Lines Account Manger at First Iowa Insurance Agency Inc
Industry Insurance
Experience
First Iowa Insurance Agency Inc September 2005 - Present
Joe Morten & Son, Inc. 2002 - September 2005
Merrill Lynch 1999 - 2002
Education
Colorado Christian University 2003 — 2005
Bachelor’s Degree, Organizational Management-Emphasizing Human Resources
Grace University 1997 — 1999
Associate’s Degree, General Studies
First Iowa Insurance Agency Inc September 2005 - Present
Joe Morten & Son, Inc. 2002 - September 2005
Merrill Lynch 1999 - 2002
Education
Colorado Christian University 2003 — 2005
Bachelor’s Degree, Organizational Management-Emphasizing Human Resources
Grace University 1997 — 1999
Associate’s Degree, General Studies
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank