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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Merrill Lynch Employees
Employee
Years
Job
Industry
Vincent Bernal Vincent Bernal's Merrill Lynch Experience November 1999 - October 2000
Job CoFounder & Chief Operating Officer at Enlightenment Media, Inc.
Industry Online Media
Experience
Anadarko Petroleum September 2008 - Present
Enlightenment Media, Inc. July 2003 - Present
QuinStreet, Inc. October 2000 - June 2003
Merrill Lynch November 1999 - October 2000
Skills
Online Marketing, Leadership, Marketing, Management, Negotiation, Project Management, SEM, SEO, Strategy, Business Development, Marketing Strategy, Media Planning, New Business Development, Customer Service, Team Building, Email Marketing, Public Relations, Graphic Design, Social Media Marketing, Social Media, Training, Digital Marketing, Team Leadership, Web Design, New Media, Account Management, Recruiting, Business Planning, Strategic Planning, Real Estate, Advertising, Entrepreneurship, Budgets, Microsoft Office, Sales Management, Integration, Product Development, Salesforce.com, Investments, Marketing Communications, Sales, Lead Generation, Affiliate Marketing, Online Advertising
Education
Colorado State University 2013 — 2015
Bachelor of Science (B.S.)
University of Northern Colorado 1994 — 1998
BS
Anadarko Petroleum September 2008 - Present
Enlightenment Media, Inc. July 2003 - Present
QuinStreet, Inc. October 2000 - June 2003
Merrill Lynch November 1999 - October 2000
Skills
Online Marketing, Leadership, Marketing, Management, Negotiation, Project Management, SEM, SEO, Strategy, Business Development, Marketing Strategy, Media Planning, New Business Development, Customer Service, Team Building, Email Marketing, Public Relations, Graphic Design, Social Media Marketing, Social Media, Training, Digital Marketing, Team Leadership, Web Design, New Media, Account Management, Recruiting, Business Planning, Strategic Planning, Real Estate, Advertising, Entrepreneurship, Budgets, Microsoft Office, Sales Management, Integration, Product Development, Salesforce.com, Investments, Marketing Communications, Sales, Lead Generation, Affiliate Marketing, Online Advertising
Education
Colorado State University 2013 — 2015
Bachelor of Science (B.S.)
University of Northern Colorado 1994 — 1998
BS
Gena Wilson Gena Wilson's Merrill Lynch Experience May 2001 - August 2001
Job Retail Manager
Industry Apparel & Fashion
Experience
Willow May 2014 - August 2014
Free People October 2011 - November 2012
Sew Fresh Studio August 2011 - August 2011
Billabong February 2011 - June 2011
Free People November 2010 - January 2011
prAna January 2008 - November 2009
REI August 2007 - November 2007
Nordstrom May 2007 - August 2007
Abercrombie & Fitch June 2003 - August 2003
Merrill Lynch May 2001 - August 2001
Skills
Visual Merchandising, Retail, Styling, Merchandising, Apparel, Sales, Fashion Design, Trend Analysis, Window Displays, Loss Prevention, Store Management, Retail Sales, Store Operations, Brand Development, Social Media Marketing, Facebook, Social Media
Education
Colorado State University 2003 — 2007
Bachelor of Science, Apparel and Merchandising
All Saints
Willow May 2014 - August 2014
Free People October 2011 - November 2012
Sew Fresh Studio August 2011 - August 2011
Billabong February 2011 - June 2011
Free People November 2010 - January 2011
prAna January 2008 - November 2009
REI August 2007 - November 2007
Nordstrom May 2007 - August 2007
Abercrombie & Fitch June 2003 - August 2003
Merrill Lynch May 2001 - August 2001
Skills
Visual Merchandising, Retail, Styling, Merchandising, Apparel, Sales, Fashion Design, Trend Analysis, Window Displays, Loss Prevention, Store Management, Retail Sales, Store Operations, Brand Development, Social Media Marketing, Facebook, Social Media
Education
Colorado State University 2003 — 2007
Bachelor of Science, Apparel and Merchandising
All Saints
Michael Venter Michael Venter's Merrill Lynch Experience June 2013 - August 2013
Job Deloitte Tax, LLP PSG Tax Consultant I
Industry Accounting
Experience
Deloitte June 2015 - Present
CU Denver Business School August 2014 - Present
Merrill Lynch June 2013 - August 2013
Skills
Financial Accounting, JavaScript, Web Design, Visual Basic, Accounting, Public Speaking, Analysis, Customer Service, Leadership, Time Management, Management, Research, Social Media
Education
University of Colorado Denver 2013 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Colorado State University 2010 — 2012
Accounting and Business/Management
Deloitte June 2015 - Present
CU Denver Business School August 2014 - Present
Merrill Lynch June 2013 - August 2013
Skills
Financial Accounting, JavaScript, Web Design, Visual Basic, Accounting, Public Speaking, Analysis, Customer Service, Leadership, Time Management, Management, Research, Social Media
Education
University of Colorado Denver 2013 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Colorado State University 2010 — 2012
Accounting and Business/Management
Erik Decherd's Merrill Lynch Experience May 2013 - October 2013
Job Finance Manager at SDA Inc.
Industry Real Estate
Experience
SDA Inc. January 2014 - Present
Merrill Lynch May 2013 - October 2013
Joseph Sturniolo & Associates January 2013 - May 2013
Bally Total Fitness January 2010 - December 2012
Circuit City March 2004 - August 2007
Education
University of Denver - Daniels College of Business 2015 — 2016
Master of Business Administration (M.B.A.)
University of Illinois at Chicago 2011 — 2012
Bachelor of Science (B.S.)
Colorado State University 2007 — 2009
SDA Inc. January 2014 - Present
Merrill Lynch May 2013 - October 2013
Joseph Sturniolo & Associates January 2013 - May 2013
Bally Total Fitness January 2010 - December 2012
Circuit City March 2004 - August 2007
Education
University of Denver - Daniels College of Business 2015 — 2016
Master of Business Administration (M.B.A.)
University of Illinois at Chicago 2011 — 2012
Bachelor of Science (B.S.)
Colorado State University 2007 — 2009
David Novak David Novak's Merrill Lynch Experience April 1995 - September 2000
Job VP of Institutional Business Development » 20+ Years of Financial Services Success Driving Top Sales & AUM Results
Industry Investment Management
Experience
Fisher Investments Institutional Group August 2007 - Present
Fisher Investments Private Client Group February 2003 - June 2007
UBS September 2000 - January 2003
Merrill Lynch April 1995 - September 2000
Lincoln Trust Company November 1992 - April 1995
Safe & Sound Property Management March 1988 - November 1992
Skills
New Business Development, Relationship Management, Institutional Relations, Institutional Sales, Educational Consulting, Consultative Sales..., Client Presentation, Territory..., Key Account Acquisition..., Marketing Strategy, Investments, Institutional, Financial Markets, Asset Management, Financial Services, Institutional..., CRM, Asset Allocation, Alternative Investments, Equities, Investment Strategies, Hedge Funds, Business Development, B2B Marketing, Financial Institutions, Institutional Accounts, Institutional Selling, Consultative Selling..., Product Development, Investment Portfolio..., Manage Client..., Client Relations Skills, Client Education, Commitment to Customer..., Financial Market..., Risk Assessment, Global Regulatory..., Pension Funds, Foundations, Endowments, Trusts, Sales Force Development, Mentoring, Account Acquisitions, Investment Advisory, Consultant Liaison, Investment Management
Education
Colorado State University 1980 — 1985
B.S., Business Finance
Fisher Investments Institutional Group August 2007 - Present
Fisher Investments Private Client Group February 2003 - June 2007
UBS September 2000 - January 2003
Merrill Lynch April 1995 - September 2000
Lincoln Trust Company November 1992 - April 1995
Safe & Sound Property Management March 1988 - November 1992
Skills
New Business Development, Relationship Management, Institutional Relations, Institutional Sales, Educational Consulting, Consultative Sales..., Client Presentation, Territory..., Key Account Acquisition..., Marketing Strategy, Investments, Institutional, Financial Markets, Asset Management, Financial Services, Institutional..., CRM, Asset Allocation, Alternative Investments, Equities, Investment Strategies, Hedge Funds, Business Development, B2B Marketing, Financial Institutions, Institutional Accounts, Institutional Selling, Consultative Selling..., Product Development, Investment Portfolio..., Manage Client..., Client Relations Skills, Client Education, Commitment to Customer..., Financial Market..., Risk Assessment, Global Regulatory..., Pension Funds, Foundations, Endowments, Trusts, Sales Force Development, Mentoring, Account Acquisitions, Investment Advisory, Consultant Liaison, Investment Management
Education
Colorado State University 1980 — 1985
B.S., Business Finance
Mike Wehinger Mike Wehinger's Merrill Lynch Experience March 2004 - October 2004
Job Group Manager PMO / Quality at Microsoft
Industry Information Technology and Services
Experience
Microsoft July 2012 - Present
Microsoft April 2011 - July 2012
Genworth Financial February 2007 - January 2011
Australasian Association of Six Sigma Practitioners 2006 - January 2011
Genworth Financial February 2005 - February 2007
Merrill Lynch March 2004 - October 2004
Merrill Lynch March 2001 - March 2004
Merrill Lynch May 1999 - March 2001
Colorado Commodities Management September 1997 - May 1999
Skills
Change Management, Organizational Design, PMO, Business Process..., Financial Modeling, Six Sigma, Workshop Facilitation, Project Portfolio..., Leadership, Program Management, Lean Manufacturing, Process Improvement, Black Belt, Cross-functional Team..., Vendor Management, IT Strategy, Strategy, Project Management, Business Process, PMP, Business Transformation, Business Analysis, Operational Excellence, Risk Management, Process Engineering, Project Delivery, Business Intelligence, Stakeholder Management, Management Consulting, SDLC, Team Leadership, Integration, Governance, Outsourcing, Management, Software Project..., Business Process..., IT Management, Requirements Analysis, Operations Management, ERP, Business Strategy, Enterprise Architecture, MS Project, CRM, Visio, IT Service Management, ITIL, Requirements Gathering, Finance
Education
University of Denver 2002 — 2003
Executive Leadership Certification, Organizational Leadership
Colorado State University 1992 — 1997
Bachelor's degree, Bachelor: Economics, Minor: German
Microsoft July 2012 - Present
Microsoft April 2011 - July 2012
Genworth Financial February 2007 - January 2011
Australasian Association of Six Sigma Practitioners 2006 - January 2011
Genworth Financial February 2005 - February 2007
Merrill Lynch March 2004 - October 2004
Merrill Lynch March 2001 - March 2004
Merrill Lynch May 1999 - March 2001
Colorado Commodities Management September 1997 - May 1999
Skills
Change Management, Organizational Design, PMO, Business Process..., Financial Modeling, Six Sigma, Workshop Facilitation, Project Portfolio..., Leadership, Program Management, Lean Manufacturing, Process Improvement, Black Belt, Cross-functional Team..., Vendor Management, IT Strategy, Strategy, Project Management, Business Process, PMP, Business Transformation, Business Analysis, Operational Excellence, Risk Management, Process Engineering, Project Delivery, Business Intelligence, Stakeholder Management, Management Consulting, SDLC, Team Leadership, Integration, Governance, Outsourcing, Management, Software Project..., Business Process..., IT Management, Requirements Analysis, Operations Management, ERP, Business Strategy, Enterprise Architecture, MS Project, CRM, Visio, IT Service Management, ITIL, Requirements Gathering, Finance
Education
University of Denver 2002 — 2003
Executive Leadership Certification, Organizational Leadership
Colorado State University 1992 — 1997
Bachelor's degree, Bachelor: Economics, Minor: German
Joe Kendrick Joe Kendrick's Merrill Lynch Experience January 2000 - June 2003
Job Relationship Manager CoBank Farm Credit Leasing
Industry Banking
Experience
CoBank October 2010 - Present
Wells Fargo Financial Leasing June 2003 - November 2009
Merrill Lynch January 2000 - June 2003
Skills
Commercial Lending, Loans, Credit, Credit Analysis, Loan Origination, Consumer Lending, Small Business Lending, Banking, Commercial Banking
Education
Graduate School of Banking at LSU 2013 — 2016
Graduate degree in Banking, Banking
Colorado State University 1989 — 1993
BS, Agricultural Business and Management
CoBank October 2010 - Present
Wells Fargo Financial Leasing June 2003 - November 2009
Merrill Lynch January 2000 - June 2003
Skills
Commercial Lending, Loans, Credit, Credit Analysis, Loan Origination, Consumer Lending, Small Business Lending, Banking, Commercial Banking
Education
Graduate School of Banking at LSU 2013 — 2016
Graduate degree in Banking, Banking
Colorado State University 1989 — 1993
BS, Agricultural Business and Management
Paul Berkman Paul Berkman's Merrill Lynch Experience 1979 - 1981
Job Financial Consultant at AXA Advisors; Investment & Insurance Services
Industry Insurance
Experience
AXA Advisors, LLC October 2008 - Present
J Giordano Securities Group 2006 - February 2008
Paul Berkman & Company 1992 - 2005
Princeton/Newport Partners 1983 - 1992
Oppenheimer & Co. 1981 - 1983
Merrill Lynch 1979 - 1981
Value Line Convertible Survey 1972 - 1979
Skills
Wealth Management, Customer Service, Financial Services, Financial Strategy, insurance services, insurance strategies, Investment services, Estate Planning..., Retirement Planning, business succession..., Risk Management, Wealth Preservation..., Tax-efficient strategies
Education
Columbia College (NY)
BA, Economics, Math, Physics
Martin Van Buren High School
PS 109
AXA Advisors, LLC October 2008 - Present
J Giordano Securities Group 2006 - February 2008
Paul Berkman & Company 1992 - 2005
Princeton/Newport Partners 1983 - 1992
Oppenheimer & Co. 1981 - 1983
Merrill Lynch 1979 - 1981
Value Line Convertible Survey 1972 - 1979
Skills
Wealth Management, Customer Service, Financial Services, Financial Strategy, insurance services, insurance strategies, Investment services, Estate Planning..., Retirement Planning, business succession..., Risk Management, Wealth Preservation..., Tax-efficient strategies
Education
Columbia College (NY)
BA, Economics, Math, Physics
Martin Van Buren High School
PS 109
Jennifer Frey Jennifer Frey's Merrill Lynch Experience October 1999 - October 2010
Job Senior Account Executive at Lindau Capital Management
Industry Financial Services
Experience
Lindau Capital Management October 2010 - Present
First Financial Equity Corporation October 2010 - Present
Merrill Lynch October 1999 - October 2010
Skills
Series 7, Investment Advisory, Wealth Management, Securities
Education
Colorado State University 1991 — 1996
BS, Marketing & Business Administration
Arapahoe High School
Lindau Capital Management October 2010 - Present
First Financial Equity Corporation October 2010 - Present
Merrill Lynch October 1999 - October 2010
Skills
Series 7, Investment Advisory, Wealth Management, Securities
Education
Colorado State University 1991 — 1996
BS, Marketing & Business Administration
Arapahoe High School
Mark B. Pederson Mark B. Pederson's Merrill Lynch Experience August 1999 - Present
Job Senior Vice PresidentWealth Management & Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1999 - Present
Naval Strike and Air Warfare Center (NSAWC) March 1996 - March 1999
Fighter Squadron ONE FOUR THREE (VF-143) September 1990 - March 1996
Education
Edmonds High School
University of Washington 1987 — 1990
Bachelor of Science, Aeronautical & Astronautical Engineering
Colorado State University 1996 — 1999
MBA, Finance
Merrill Lynch August 1999 - Present
Naval Strike and Air Warfare Center (NSAWC) March 1996 - March 1999
Fighter Squadron ONE FOUR THREE (VF-143) September 1990 - March 1996
Education
Edmonds High School
University of Washington 1987 — 1990
Bachelor of Science, Aeronautical & Astronautical Engineering
Colorado State University 1996 — 1999
MBA, Finance
Jeanne Saunders Jeanne Saunders's Merrill Lynch Experience May 1999 - February 2006
Job Objective Financial Advocate
Industry Financial Services
Experience
Saunders Financial April 2015 - Present
UMB Financial Corp September 2013 - April 2015
First Western Trust February 2006 - May 2010
Merrill Lynch May 1999 - February 2006
ROYAL ALLIANCE SECURITIES September 1995 - May 1999
BOETTCHER & COMPANY March 1983 - September 1995
Skills
Wealth Management, Portfolio Management, Investments, Banking, Strategic Financial..., Retirement Planning, Mutual Funds, Asset Allocation, Financial Analysis, Financial Advisory, Retirement, Risk Management, Financial Planners, High Net Worth..., Finance, Securities, Strategic Planning
Education
Colorado State University 1977 — 1982
BS, Political Science and Government
Saunders Financial April 2015 - Present
UMB Financial Corp September 2013 - April 2015
First Western Trust February 2006 - May 2010
Merrill Lynch May 1999 - February 2006
ROYAL ALLIANCE SECURITIES September 1995 - May 1999
BOETTCHER & COMPANY March 1983 - September 1995
Skills
Wealth Management, Portfolio Management, Investments, Banking, Strategic Financial..., Retirement Planning, Mutual Funds, Asset Allocation, Financial Analysis, Financial Advisory, Retirement, Risk Management, Financial Planners, High Net Worth..., Finance, Securities, Strategic Planning
Education
Colorado State University 1977 — 1982
BS, Political Science and Government
Chris Adamski Chris Adamski's Merrill Lynch Experience September 2014 - Present
Job AVP; Merrill Lynch Project Manager
Industry Investment Management
Experience
Merrill Lynch September 2014 - Present
Bank of America April 2013 - September 2014
Bank of America October 2011 - April 2013
Bank of America July 2010 - October 2011
Skills
Banking, Loans, Risk Management, Credit Analysis, Team Leadership, Data Analysis, Loan Servicing, Operational Risk..., FHA, Call Center, Relationship Management, Credit Risk, Credit, Mortgage Banking, Financial Services, Finance, Financial Risk, Process Improvement, Team Management, Payments, Management, Mortgage Lending, Coaching, Leadership, Retail Banking, Commercial Lending, Training, Call Centers
Education
Colorado State University 2012 — 2014
Master of Business Administration (M.B.A.), MBA
University of Wisconsin-Milwaukee 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Merrill Lynch September 2014 - Present
Bank of America April 2013 - September 2014
Bank of America October 2011 - April 2013
Bank of America July 2010 - October 2011
Skills
Banking, Loans, Risk Management, Credit Analysis, Team Leadership, Data Analysis, Loan Servicing, Operational Risk..., FHA, Call Center, Relationship Management, Credit Risk, Credit, Mortgage Banking, Financial Services, Finance, Financial Risk, Process Improvement, Team Management, Payments, Management, Mortgage Lending, Coaching, Leadership, Retail Banking, Commercial Lending, Training, Call Centers
Education
Colorado State University 2012 — 2014
Master of Business Administration (M.B.A.), MBA
University of Wisconsin-Milwaukee 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Alixandra Weiner's Merrill Lynch Experience November 2014 - Present
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
Charles Schwab November 2013 - September 2014
State Capitol for Representative Brittany Pettersen January 2013 - May 2013
Colorado State University July 2011 - May 2013
College Works Painting March 2011 - July 2011
Skills
Business Development, Office Administration, Client Development, Outstanding..., Organizational..., Team Leadership
Education
Colorado State University 2009 — 2013
Bachelor of Arts (BA), Economics
Merrill Lynch November 2014 - Present
Charles Schwab November 2013 - September 2014
State Capitol for Representative Brittany Pettersen January 2013 - May 2013
Colorado State University July 2011 - May 2013
College Works Painting March 2011 - July 2011
Skills
Business Development, Office Administration, Client Development, Outstanding..., Organizational..., Team Leadership
Education
Colorado State University 2009 — 2013
Bachelor of Arts (BA), Economics
Lynn Malmberg Lynn Malmberg's Merrill Lynch Experience June 2007 - May 2013
Job Stock Records Associate at Scottrade
Industry Financial Services
Experience
Scottrade January 2014 - Present
Great-West Financial May 2013 - December 2013
Merrill Lynch June 2007 - May 2013
Merrill Lynch March 2006 - June 2007
Computershare December 2000 - March 2006
Merrill Lynch March 1997 - December 2000
Merrill Lynch February 1996 - March 1997
Skills
Client Service Oriented, Attentiveness to Detail, Team-oriented, Employee Benefits, Payroll, Human Resources, Retirement, Asset Allocation, Financial Services, 401k, Invoicing, Analytical Skills, Building Relationships, Highly detail oriented
Education
Colorado State University 1976 — 1980
Fashion Merchandising
University of Maryland Munich Germany 1974 — 1976
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Scottrade January 2014 - Present
Great-West Financial May 2013 - December 2013
Merrill Lynch June 2007 - May 2013
Merrill Lynch March 2006 - June 2007
Computershare December 2000 - March 2006
Merrill Lynch March 1997 - December 2000
Merrill Lynch February 1996 - March 1997
Skills
Client Service Oriented, Attentiveness to Detail, Team-oriented, Employee Benefits, Payroll, Human Resources, Retirement, Asset Allocation, Financial Services, 401k, Invoicing, Analytical Skills, Building Relationships, Highly detail oriented
Education
Colorado State University 1976 — 1980
Fashion Merchandising
University of Maryland Munich Germany 1974 — 1976
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Evan Miller Evan Miller's Merrill Lynch Experience July 2010 - November 2011
Job REALTOR®, Broker Associate at Slifer Smith & Frampton Denver
Industry Real Estate
Experience
Slifer Smith & Frampton Real Estate January 2015 - Present
Infinity Home Collection February 2014 - November 2014
Inspirato October 2011 - February 2014
Merrill Lynch July 2010 - November 2011
Tahoe Mountain Resorts June 2008 - July 2010
Park Hyatt Beaver Creek January 1998 - 2007
Skills
Financial Analysis, Investments, Strategic Planning, Contract Negotiation, Real Estate, Sales, Residential Homes, Marketing, Forecasting, Budgets, Negotiation, Investment Properties, Property Management, Marketing Strategy, Management, Selling, Real Estate Development, Hospitality, Customer Service
Education
Colorado State University 1993 — 1997
BS
Colorado State University
Slifer Smith & Frampton Real Estate January 2015 - Present
Infinity Home Collection February 2014 - November 2014
Inspirato October 2011 - February 2014
Merrill Lynch July 2010 - November 2011
Tahoe Mountain Resorts June 2008 - July 2010
Park Hyatt Beaver Creek January 1998 - 2007
Skills
Financial Analysis, Investments, Strategic Planning, Contract Negotiation, Real Estate, Sales, Residential Homes, Marketing, Forecasting, Budgets, Negotiation, Investment Properties, Property Management, Marketing Strategy, Management, Selling, Real Estate Development, Hospitality, Customer Service
Education
Colorado State University 1993 — 1997
BS
Colorado State University
Jordan Humphrey's Merrill Lynch Experience March 2014 - May 2014
Job Student at Colorado State University
Industry Hospitality
Experience
Mike Frese for Congress June 2014 - August 2014
Merrill Lynch March 2014 - May 2014
Redbrick Pizza June 2012 - August 2012
Skills
Leadership, Creative Strategy, Tenacious Work Ethic, Hospitality, Marketing, People Skills
Education
Colorado State University 2014 — 2018
Bachelor’s Degree, Bachelor of Science in Hospitality Management
Mike Frese for Congress June 2014 - August 2014
Merrill Lynch March 2014 - May 2014
Redbrick Pizza June 2012 - August 2012
Skills
Leadership, Creative Strategy, Tenacious Work Ethic, Hospitality, Marketing, People Skills
Education
Colorado State University 2014 — 2018
Bachelor’s Degree, Bachelor of Science in Hospitality Management
Robert S. Clark CRPC®, CDFA®, APMAsm Robert S. Clark CRPC®, CDFA®, APMAsm's Merrill Lynch Experience August 2003 - January 2009
Job Financial Advisor/Vice President, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2009 - Present
Merrill Lynch August 2003 - January 2009
Skills
Attention to Detail, Ability to Listen, Change Management, Client Relationships, Community Service, Decision Making, Employee Benefits, Ethical Character, Risk Management, Strategic Planning
Education
Douglas County Class of 1981 1978 — 1981
Diploma
Colorado State University
Business
Ameriprise Financial Services, Inc. January 2009 - Present
Merrill Lynch August 2003 - January 2009
Skills
Attention to Detail, Ability to Listen, Change Management, Client Relationships, Community Service, Decision Making, Employee Benefits, Ethical Character, Risk Management, Strategic Planning
Education
Douglas County Class of 1981 1978 — 1981
Diploma
Colorado State University
Business
Caleb Dolifka Caleb Dolifka's Merrill Lynch Experience April 2014 - Present
Job Operations Representative at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Sprouts Farmers Market November 2013 - April 2014
BC Services, Inc. October 2012 - October 2013
Concrete Works of Colorado 2009 - 2012
Longview Farms 2006 - 2008
Skills
Data Analysis, Econometrics, Economic Modeling, Mathematics, Regression Analysis, Microsoft Office, System Administration, Economics, Data Entry, Crystal Reports, Visual Basic
Education
Colorado State University 2007 — 2011
Bachelor of Arts (BA), Economics
Merrill Lynch April 2014 - Present
Sprouts Farmers Market November 2013 - April 2014
BC Services, Inc. October 2012 - October 2013
Concrete Works of Colorado 2009 - 2012
Longview Farms 2006 - 2008
Skills
Data Analysis, Econometrics, Economic Modeling, Mathematics, Regression Analysis, Microsoft Office, System Administration, Economics, Data Entry, Crystal Reports, Visual Basic
Education
Colorado State University 2007 — 2011
Bachelor of Arts (BA), Economics
David Fondiller David Fondiller's Merrill Lynch Experience 1997 - 2000
Job Director, Public Relations and Communications, The Boston Consulting Group (BCG)
Industry Management Consulting
Experience
The Boston Consulting Group (BCG) November 2006 - Present
Marakon Associates May 2000 - November 2006
Merrill Lynch 1997 - 2000
Forbes Magazine 1993 - 1997
Treuhandanstalt (German Privatization Agency) 1993 - 1993
Foreign Affairs magazine 1991 - 1991
United Press International 1991 - 1991
Gannett Westchester Newspapers 1988 - 1990
Skills
Corporate Communications, Public Relations, Public Affairs, Media Relations, Strategic Communications, Marketing Communications, Thought Leadership, Crisis Communications, Crisis Management, Marketing, Digital Media, Social Media, Internal Communications, Employee Communications, Speech Writing, Media Measurement, Media Evaluation, Journalism, Writing, Editing, Management Consulting, Strategic Consulting, Consulting, Storytelling, Strategy, Publications, Proofreading, Marketing Strategy, Magazines, Press Releases, Content Strategy
Education
Columbia University - School of International and Public Affairs 1990 — 1992
MIA, International Economics and Journalism; Western Europe
Columbia College (NY) 1984 — 1988
B.A., History
The Latin School of Chicago 2000 — 2004
The Boston Consulting Group (BCG) November 2006 - Present
Marakon Associates May 2000 - November 2006
Merrill Lynch 1997 - 2000
Forbes Magazine 1993 - 1997
Treuhandanstalt (German Privatization Agency) 1993 - 1993
Foreign Affairs magazine 1991 - 1991
United Press International 1991 - 1991
Gannett Westchester Newspapers 1988 - 1990
Skills
Corporate Communications, Public Relations, Public Affairs, Media Relations, Strategic Communications, Marketing Communications, Thought Leadership, Crisis Communications, Crisis Management, Marketing, Digital Media, Social Media, Internal Communications, Employee Communications, Speech Writing, Media Measurement, Media Evaluation, Journalism, Writing, Editing, Management Consulting, Strategic Consulting, Consulting, Storytelling, Strategy, Publications, Proofreading, Marketing Strategy, Magazines, Press Releases, Content Strategy
Education
Columbia University - School of International and Public Affairs 1990 — 1992
MIA, International Economics and Journalism; Western Europe
Columbia College (NY) 1984 — 1988
B.A., History
The Latin School of Chicago 2000 — 2004
Nick Bode Nick Bode's Merrill Lynch Experience April 1999 - January 2009
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch April 1999 - January 2009
Education
Colorado State University 1994 — 2008
Finance, General
UBS January 2009 - Present
Merrill Lynch April 1999 - January 2009
Education
Colorado State University 1994 — 2008
Finance, General
Rebecca Dreyer, MBA, CRPC Rebecca Dreyer, MBA, CRPC's Merrill Lynch Experience May 2001 - 2012
Job President/Financial Consultant at Dreyer Wentworth Wealth Management
Industry Financial Services
Experience
Dreyer Wentworth Wealth Management January 2012 - Present
Merrill Lynch May 2001 - 2012
Skills
Asset Allocation, Wealth Management, Retirement Planning, Investment Strategies, Series 7, Investment Advisory, Mutual Funds, Investments
Education
Colorado State University
Master of Business Administration (MBA), Finance
Mount Saint Mary's University
Bachelor of Science (BS), Business Administration, Marketing
Dreyer Wentworth Wealth Management January 2012 - Present
Merrill Lynch May 2001 - 2012
Skills
Asset Allocation, Wealth Management, Retirement Planning, Investment Strategies, Series 7, Investment Advisory, Mutual Funds, Investments
Education
Colorado State University
Master of Business Administration (MBA), Finance
Mount Saint Mary's University
Bachelor of Science (BS), Business Administration, Marketing
Charles Preusse Charles Preusse's Merrill Lynch Experience July 1990 - July 1992
Job Partner Ridgeway Partners
Industry Staffing and Recruiting
Experience
Ridgeway Partners February 2010 - Present
Cowen and Company March 2001 - February 2010
Prudential Securities July 1995 - March 2001
PaineWebber July 1992 - July 1993
Merrill Lynch July 1990 - July 1992
Education
The Tuck School of Business at Dartmouth 1993 — 1995
MBA, Finance
Columbia College (NY) 1986 — 1990
BA, History
Kent School
Ridgeway Partners February 2010 - Present
Cowen and Company March 2001 - February 2010
Prudential Securities July 1995 - March 2001
PaineWebber July 1992 - July 1993
Merrill Lynch July 1990 - July 1992
Education
The Tuck School of Business at Dartmouth 1993 — 1995
MBA, Finance
Columbia College (NY) 1986 — 1990
BA, History
Kent School
Scott Martin, CFP® , CDFA™ Scott Martin, CFP® , CDFA™'s Merrill Lynch Experience June 1987 - August 1992
Job Did you or your financial advisor make 1 of the biggest mistakes that could substantially reduce your retirement income?
Industry Financial Services
Experience
SD Martin Financial Services, Inc September 1994 - Present
DivorceDirection December 2008 - March 2013
UBS August 1992 - September 1994
Merrill Lynch June 1987 - August 1992
First Investors June 1984 - June 1987
US ARMY 3rd Armored Cavalry Regiment July 1975 - July 1978
Skills
Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Tax Minimization..., Risk Minimization..., Cash Flow, Retirement Income..., Portfolio Management, Financial Analysis, Financial Forecasting, Debt Management, Long Term Care Planning, 401k Rollovers, IRAs, Roth IRA, Investments, Retirement, Strategic Financial..., Financial Advisory, Wealth, Securities, Financial Services, Finance, Investment Strategies, Asset Allocation, Financial Planners, 401k, High Net Worth..., Risk Management, Insurance, Due Diligence
Education
College For Financial Planning 1994 — 1996
Certified Financial Planner, Financial Planning and Services
Institute For Divorce Financial Analyst 2009 — 2009
Certified Divorce Financial Analyst, Divorce Financial Planning
Colorado State University 1980 — 1983
Bachelor's degree
Union Endicott High School
SD Martin Financial Services, Inc September 1994 - Present
DivorceDirection December 2008 - March 2013
UBS August 1992 - September 1994
Merrill Lynch June 1987 - August 1992
First Investors June 1984 - June 1987
US ARMY 3rd Armored Cavalry Regiment July 1975 - July 1978
Skills
Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Tax Minimization..., Risk Minimization..., Cash Flow, Retirement Income..., Portfolio Management, Financial Analysis, Financial Forecasting, Debt Management, Long Term Care Planning, 401k Rollovers, IRAs, Roth IRA, Investments, Retirement, Strategic Financial..., Financial Advisory, Wealth, Securities, Financial Services, Finance, Investment Strategies, Asset Allocation, Financial Planners, 401k, High Net Worth..., Risk Management, Insurance, Due Diligence
Education
College For Financial Planning 1994 — 1996
Certified Financial Planner, Financial Planning and Services
Institute For Divorce Financial Analyst 2009 — 2009
Certified Divorce Financial Analyst, Divorce Financial Planning
Colorado State University 1980 — 1983
Bachelor's degree
Union Endicott High School
Scott Hults Scott Hults's Merrill Lynch Experience 2002 - 2008
Job National Sales Manager Financial Institutions at AXA US
Industry Insurance
Experience
AXA US January 2015 - Present
AXA US January 2014 - January 2015
AXA US January 2013 - January 2014
AXA US June 2010 - December 2012
Hults Wealth Structuring Group June 2008 - August 2009
Merrill Lynch 2002 - 2008
AXA US 1999 - 2002
AXA US 1996 - 1999
AXA US 1992 - 1996
Skills
Estate Planning, Insurance, Wealth Transfer, Insurance Planning, Series 7, CLU, ChFC, Wealth, Financial Planners, Strategic Financial..., Life Insurance, Asset Management, Investment Advisory, High Net Worth..., Investments, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Financial Advisory, Financial Planning
Education
The American College
ChFC - Chartered Financial Consultant, Advanced Financial Planning
The American College
CLU - Chartered Life Underwriter, Advanced Insurance Specialization
Colorado State University 1979 — 1982
BS, Accounting
AXA US January 2015 - Present
AXA US January 2014 - January 2015
AXA US January 2013 - January 2014
AXA US June 2010 - December 2012
Hults Wealth Structuring Group June 2008 - August 2009
Merrill Lynch 2002 - 2008
AXA US 1999 - 2002
AXA US 1996 - 1999
AXA US 1992 - 1996
Skills
Estate Planning, Insurance, Wealth Transfer, Insurance Planning, Series 7, CLU, ChFC, Wealth, Financial Planners, Strategic Financial..., Life Insurance, Asset Management, Investment Advisory, High Net Worth..., Investments, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Financial Advisory, Financial Planning
Education
The American College
ChFC - Chartered Financial Consultant, Advanced Financial Planning
The American College
CLU - Chartered Life Underwriter, Advanced Insurance Specialization
Colorado State University 1979 — 1982
BS, Accounting
Erin Stilwell's Merrill Lynch Experience October 2000 - August 2006
Job Recruiter at EDP Recruiting Services, Inc.
Industry Staffing and Recruiting
Experience
EDP Recruiting Services, Inc. April 2007 - February 2015
Merrill Lynch October 2000 - August 2006
Skills
SharePoint, Recruiting, Business Analysis, Corporate Recruiting, Microsoft Office, Networking, Technical Recruiting, Management, Program Management, Vendor Management, Enterprise Software, SQL, Team Leadership, Human Resources, Resource Management, SDLC, Internet Recruiting
Education
Colorado State University
EDP Recruiting Services, Inc. April 2007 - February 2015
Merrill Lynch October 2000 - August 2006
Skills
SharePoint, Recruiting, Business Analysis, Corporate Recruiting, Microsoft Office, Networking, Technical Recruiting, Management, Program Management, Vendor Management, Enterprise Software, SQL, Team Leadership, Human Resources, Resource Management, SDLC, Internet Recruiting
Education
Colorado State University
Jon Beard Jon Beard's Merrill Lynch Experience November 2012 - November 2014
Job Vice President at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Edge November 2014 - Present
Merrill Lynch November 2012 - November 2014
Cisco Systems November 2011 - September 2012
Merrill Edge November 2009 - November 2011
Merrill Lynch October 2008 - June 2009
Merrill Lynch January 2008 - September 2008
Merrill Lynch January 2006 - December 2007
Merrill Lynch June 2005 - December 2005
Merrill Lynch January 2004 - May 2005
Jacksonville Sheriff Office January 1997 - August 2003
Skills
Series 7, Uniform Combined State..., Retirement Planning, Investments, Banking, Asset Managment, Risk Management, Strategic Financial..., Mutual Funds, Asset Allocation, Wealth Management, Financial Advisory, Securities, Equities, Financial Services, Relationship Management, Financial Analysis
Education
Florida International University - College of Business Administration 2009 — 2011
MBA, Business Administration
Columbia College
BA, Criminal Justice Administration
Florida State College at Jacksonville
Associate of Arts
Merrill Edge November 2014 - Present
Merrill Lynch November 2012 - November 2014
Cisco Systems November 2011 - September 2012
Merrill Edge November 2009 - November 2011
Merrill Lynch October 2008 - June 2009
Merrill Lynch January 2008 - September 2008
Merrill Lynch January 2006 - December 2007
Merrill Lynch June 2005 - December 2005
Merrill Lynch January 2004 - May 2005
Jacksonville Sheriff Office January 1997 - August 2003
Skills
Series 7, Uniform Combined State..., Retirement Planning, Investments, Banking, Asset Managment, Risk Management, Strategic Financial..., Mutual Funds, Asset Allocation, Wealth Management, Financial Advisory, Securities, Equities, Financial Services, Relationship Management, Financial Analysis
Education
Florida International University - College of Business Administration 2009 — 2011
MBA, Business Administration
Columbia College
BA, Criminal Justice Administration
Florida State College at Jacksonville
Associate of Arts
Caz Eldridge's Merrill Lynch Experience January 1990 - August 1999
Job Sr VP at The Praxus Group
Industry Investment Management
Experience
The Praxus Group August 2014 - Present
Deloitte Consulting LLP May 2009 - July 2014
ULA 2008 - 2009
KPMG-Bearing Point January 2004 - May 2008
Dept of Energy October 2002 - January 2004
Citicorp Diners Club March 2000 - October 2002
Interlink 1999 - 2000
Merrill Lynch January 1990 - August 1999
Skills
ClearCase, ClearQuest, PeopleSoft, Management Consulting, TOAD, Business Analysis, SAP R/3, SAP XI, Quality Center, Test Director, SAP Netweaver, SaaS, MS Project, MS Office Suite, Visio, SQL, Unix, Dreamweaver, Cloud Computing, BMC Remedy, HEAT HPK, KANA IQ, SharePoint, Extranet, Agile, Clarity, SQL Net, Oracle 11g, Crystal Reports, QTP, JIRA, Service Desk, MS Dynamics AX, Agile Methodologies, Oracle, Testing, Quality Assurance, SAP, IBM AS/400, Business Process, Project Management, PMP, ERP, CRM, Change Management, SDLC, Management, Consulting, Business Process..., Business Intelligence
Education
University of Denver (D.U.) 1998 — 2001
Masters
Columbia College 1993 — 1995
BS
Community College of Denver 1991 — 1993
Associate
The Praxus Group August 2014 - Present
Deloitte Consulting LLP May 2009 - July 2014
ULA 2008 - 2009
KPMG-Bearing Point January 2004 - May 2008
Dept of Energy October 2002 - January 2004
Citicorp Diners Club March 2000 - October 2002
Interlink 1999 - 2000
Merrill Lynch January 1990 - August 1999
Skills
ClearCase, ClearQuest, PeopleSoft, Management Consulting, TOAD, Business Analysis, SAP R/3, SAP XI, Quality Center, Test Director, SAP Netweaver, SaaS, MS Project, MS Office Suite, Visio, SQL, Unix, Dreamweaver, Cloud Computing, BMC Remedy, HEAT HPK, KANA IQ, SharePoint, Extranet, Agile, Clarity, SQL Net, Oracle 11g, Crystal Reports, QTP, JIRA, Service Desk, MS Dynamics AX, Agile Methodologies, Oracle, Testing, Quality Assurance, SAP, IBM AS/400, Business Process, Project Management, PMP, ERP, CRM, Change Management, SDLC, Management, Consulting, Business Process..., Business Intelligence
Education
University of Denver (D.U.) 1998 — 2001
Masters
Columbia College 1993 — 1995
BS
Community College of Denver 1991 — 1993
Associate
Manuel Hochheimer's Merrill Lynch Experience July 2011 - August 2012
Job Assistant Vice President of Business Development at Numerica Credit Union
Industry Banking
Experience
Numerica Credit Union February 2014 - Present
Rotary International August 2013 - Present
Spokane County United Way November 2013 - Present
City of Spokane June 2014 - Present
Numerica Credit Union August 2012 - February 2014
Merrill Lynch July 2011 - August 2012
FirstBank April 2002 - July 2011
Skills
Banking, Loans, Commercial Banking, Mortgage Lending, Business Development, Credit, Insurance, Public Speaking, Financial Analysis, Coaching, Financial Risk, Relationship Management, Mortgage Banking, Community Development, Wealth Management, Financial Services, Management, Small Business, Investments, Small Business Lending, Securities, Refinance, Credit Analysis, Underwriting, Compliance, Financial Statement..., Consumer Lending, Cash Management, Commercial Lending, Retirement Planning, Series 7, Lines Of Credit, Finance, Loan Origination, Commercial Mortgages, Portfolio Management, Cross Selling, Risk Management, Business Relationship..., Credit Risk, Residential Mortgages, Branch Banking, Financial Advisory, Strategic Financial..., Financial Modeling, Branch Management, Nonprofits, Economic Development, Leadership, Strategic Planning
Education
Whitworth University 2015 — 2017
Master of Business Administration (M.B.A.), Finance and Economics
Colorado State University
BS, Business Management
Numerica Credit Union February 2014 - Present
Rotary International August 2013 - Present
Spokane County United Way November 2013 - Present
City of Spokane June 2014 - Present
Numerica Credit Union August 2012 - February 2014
Merrill Lynch July 2011 - August 2012
FirstBank April 2002 - July 2011
Skills
Banking, Loans, Commercial Banking, Mortgage Lending, Business Development, Credit, Insurance, Public Speaking, Financial Analysis, Coaching, Financial Risk, Relationship Management, Mortgage Banking, Community Development, Wealth Management, Financial Services, Management, Small Business, Investments, Small Business Lending, Securities, Refinance, Credit Analysis, Underwriting, Compliance, Financial Statement..., Consumer Lending, Cash Management, Commercial Lending, Retirement Planning, Series 7, Lines Of Credit, Finance, Loan Origination, Commercial Mortgages, Portfolio Management, Cross Selling, Risk Management, Business Relationship..., Credit Risk, Residential Mortgages, Branch Banking, Financial Advisory, Strategic Financial..., Financial Modeling, Branch Management, Nonprofits, Economic Development, Leadership, Strategic Planning
Education
Whitworth University 2015 — 2017
Master of Business Administration (M.B.A.), Finance and Economics
Colorado State University
BS, Business Management
Edward Davidson Edward Davidson's Merrill Lynch Experience May 1996 - December 2001
Job Technology Writer / Instructor at RETIRED Technology Writer / Instructor
Industry Information Technology and Services
Experience
Retired June 2011 - Present
Elementary/Middle School February 2003 - June 2011
Kenda Systems July 2002 - November 2002
Merrill Lynch May 1996 - December 2001
Computer Horizons August 1974 - May 1996
Soft-Switch January 1993 - April 1994
Independent Consultant November 1991 - December 1992
GE Aerospace (Now Lockeed Martin) May 1981 - November 1991
UNI-COLL Computer Service Bureau August 1978 - December 1980
Burlington County College September 1976 - May 1980
Education
Columbia College (NY) 1962 — 1966
BA, Psychology
Retired June 2011 - Present
Elementary/Middle School February 2003 - June 2011
Kenda Systems July 2002 - November 2002
Merrill Lynch May 1996 - December 2001
Computer Horizons August 1974 - May 1996
Soft-Switch January 1993 - April 1994
Independent Consultant November 1991 - December 1992
GE Aerospace (Now Lockeed Martin) May 1981 - November 1991
UNI-COLL Computer Service Bureau August 1978 - December 1980
Burlington County College September 1976 - May 1980
Education
Columbia College (NY) 1962 — 1966
BA, Psychology
Rajeev Rajan V.P. International Bank, PMP®, ITIL Rajeev Rajan V.P. International Bank, PMP®, ITIL's Merrill Lynch Experience July 2006 - Present
Job Vice President at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch July 2006 - Present
SIRVA September 2002 - July 2006
APL April 2000 - September 2002
Skills
PMP, Finance, Financial Analysis, Project Management, Department Budgeting, Budget Forecasts, Software Development, Project Planning, Databases, Global Delivery, Quality Assurance, Testing, CRM
Education
Colorado State University 2010 — 2014
Master of Business Administration (MBA), Professional MBA, 3.96
Indian Institute of Technology, Kharagpur 1998 — 2000
MTECH, Electrical and Electronics Engineering
BIT Sindri 1994 — 1998
Bachelor of Science (BSc) Engineering, Electrical Engg
Merrill Lynch July 2006 - Present
SIRVA September 2002 - July 2006
APL April 2000 - September 2002
Skills
PMP, Finance, Financial Analysis, Project Management, Department Budgeting, Budget Forecasts, Software Development, Project Planning, Databases, Global Delivery, Quality Assurance, Testing, CRM
Education
Colorado State University 2010 — 2014
Master of Business Administration (MBA), Professional MBA, 3.96
Indian Institute of Technology, Kharagpur 1998 — 2000
MTECH, Electrical and Electronics Engineering
BIT Sindri 1994 — 1998
Bachelor of Science (BSc) Engineering, Electrical Engg
Glen Paulin's Merrill Lynch Experience February 2004 - Present
Job Vice President, Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2004 - Present
Skills
Series 7, Series 66, Series 9, Series 10, Series 31, Series 3
Education
Colorado Technical University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ocean County College 2002 — 2004
Merrill Lynch February 2004 - Present
Skills
Series 7, Series 66, Series 9, Series 10, Series 31, Series 3
Education
Colorado Technical University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ocean County College 2002 — 2004
Shad Garver Shad Garver's Merrill Lynch Experience September 1995 - June 1998
Job Business Professional
Industry Financial Services
Experience
Drumheller Consulting LLC May 2013 - Present
OppenheimerFunds November 2009 - March 2012
OppenheimerFunds July 2007 - November 2009
OppenheimerFunds August 2005 - July 2007
OppenheimerFunds November 2002 - August 2005
Tattered Cover Bookstore August 2000 - November 2002
Towers Perrin July 1998 - June 2000
Merrill Lynch September 1995 - June 1998
Skills
Innovation, Process Improvement, Customer Satisfaction, Research, Change Management, Internal Communications, Business Analysis, Project Coordination, Employee Relations, Conflict Resolution, Problem Solving, Strategic Planning, Quality Assurance, Disaster Recovery, Supervisory Skills, Mutual Funds, Retirement, IRAs, Financial Services, Requirements Gathering, Agile Methodologies, Business Intelligence, Vendor Management, Program Management, Project Management, Risk Management, Visio, Analysis, SharePoint, Scrum, Software Documentation, Business Process..., Call Centers, Team Leadership, Technical Writing, Project Portfolio...
Education
University of Colorado at Denver 1997 — 1999
BA, Psychology
Colorado State University 1993 — 1997
Psychology/Sociology
Englewood High School 1989 — 1993
Drumheller Consulting LLC May 2013 - Present
OppenheimerFunds November 2009 - March 2012
OppenheimerFunds July 2007 - November 2009
OppenheimerFunds August 2005 - July 2007
OppenheimerFunds November 2002 - August 2005
Tattered Cover Bookstore August 2000 - November 2002
Towers Perrin July 1998 - June 2000
Merrill Lynch September 1995 - June 1998
Skills
Innovation, Process Improvement, Customer Satisfaction, Research, Change Management, Internal Communications, Business Analysis, Project Coordination, Employee Relations, Conflict Resolution, Problem Solving, Strategic Planning, Quality Assurance, Disaster Recovery, Supervisory Skills, Mutual Funds, Retirement, IRAs, Financial Services, Requirements Gathering, Agile Methodologies, Business Intelligence, Vendor Management, Program Management, Project Management, Risk Management, Visio, Analysis, SharePoint, Scrum, Software Documentation, Business Process..., Call Centers, Team Leadership, Technical Writing, Project Portfolio...
Education
University of Colorado at Denver 1997 — 1999
BA, Psychology
Colorado State University 1993 — 1997
Psychology/Sociology
Englewood High School 1989 — 1993
Josh Hasskamp Josh Hasskamp's Merrill Lynch Experience May 2009 - December 2009
Job Performance Analyst at Cook Street Consulting Inc.
Industry Financial Services
Experience
Cook Street Consulting, Inc. May 2012 - Present
IPS Strategic Capital September 2011 - May 2012
Merrill Lynch May 2009 - December 2009
Skills
Microsoft Excel, Financial Modeling, Quantitative Research, Economics, Analysis, Investments, Alternative Investments
Education
Colorado State University 2005 — 2010
B.S., Finance and Economics
Colorado State University
Cook Street Consulting, Inc. May 2012 - Present
IPS Strategic Capital September 2011 - May 2012
Merrill Lynch May 2009 - December 2009
Skills
Microsoft Excel, Financial Modeling, Quantitative Research, Economics, Analysis, Investments, Alternative Investments
Education
Colorado State University 2005 — 2010
B.S., Finance and Economics
Colorado State University
Crystal Hawks, CFP's Merrill Lynch Experience November 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
Filbrandt Investment Advisors March 2010 - November 2012
SVA Plumb Wealth Management, LLC December 2005 - March 2010
M3 Insurance September 2002 - December 2005
Skills
Certified Financial..., Series 7, Series 63, Series 65, Retirement Planning, Personal Financial..., Strategic Financial..., Wealth Management, Asset Allocation, Investments, Portfolio Management, 401k, Wealth Management..., Saving for Education, Securities, Wealth Accumulation, Separately Managed..., Retirement Plan..., Investment Strategies, Pensions, Financial Goals, Qualified Retirement..., Wealth Preservation..., Life, Financial Advisory, Financial Planning, Investment Advisory, Mutual Funds, Retirement
Education
Colorado Technical University 2008 — 2009
Bachelor's degree, Finance, 3.74
Merrill Lynch November 2012 - Present
Filbrandt Investment Advisors March 2010 - November 2012
SVA Plumb Wealth Management, LLC December 2005 - March 2010
M3 Insurance September 2002 - December 2005
Skills
Certified Financial..., Series 7, Series 63, Series 65, Retirement Planning, Personal Financial..., Strategic Financial..., Wealth Management, Asset Allocation, Investments, Portfolio Management, 401k, Wealth Management..., Saving for Education, Securities, Wealth Accumulation, Separately Managed..., Retirement Plan..., Investment Strategies, Pensions, Financial Goals, Qualified Retirement..., Wealth Preservation..., Life, Financial Advisory, Financial Planning, Investment Advisory, Mutual Funds, Retirement
Education
Colorado Technical University 2008 — 2009
Bachelor's degree, Finance, 3.74
Debra Elam Debra Elam's Merrill Lynch Experience June 2000 - February 2004
Job Medical Records Technician at Jewish Renaissance Medical Center
Industry Hospital & Health Care
Experience
Jewish Renaissance Medical Center October 2008 - Present
Adecco USA Staffing Services April 2006 - October 2008
Merrill Lynch June 2000 - February 2004
Merrill Lynch April 1995 - June 2000
Schering-Plough Animal Health 1990 - 1995
Sheraton Hotel 1987 - 1988
Skills
Healthcare, Research, Event Planning, Customer Service, Non-profits, Time Management, Healthcare Management, Nonprofits, Budgets, Employee Relations, Leadership, Team Building, Outlook, Training, EMR, HIPAA, Clinical Research, Analysis, Medical Records, Management, Administrative..., Administrative...
Education
Colorado Technical University-Online 2010 — 2012
Associate of Science, Healthcare Administration Services
Rahway High School 1977 — 1980
Jewish Renaissance Medical Center October 2008 - Present
Adecco USA Staffing Services April 2006 - October 2008
Merrill Lynch June 2000 - February 2004
Merrill Lynch April 1995 - June 2000
Schering-Plough Animal Health 1990 - 1995
Sheraton Hotel 1987 - 1988
Skills
Healthcare, Research, Event Planning, Customer Service, Non-profits, Time Management, Healthcare Management, Nonprofits, Budgets, Employee Relations, Leadership, Team Building, Outlook, Training, EMR, HIPAA, Clinical Research, Analysis, Medical Records, Management, Administrative..., Administrative...
Education
Colorado Technical University-Online 2010 — 2012
Associate of Science, Healthcare Administration Services
Rahway High School 1977 — 1980
Gordon Tewell, CFA, CPC Gordon Tewell, CFA, CPC's Merrill Lynch Experience 1996 - 2005
Job Retirement Plan Consultant/Partner
Industry Financial Services
Experience
Innovest Portfolio Solutions LLC January 2008 - Present
City of Westminster March 2005 - January 2008
Merrill Lynch 1996 - 2005
Skills
Plan Design, Investments, Profit Sharing, Pension Administration, ERISA, Deferred Compensation, Investment Advisory, Defined Benefit, 401k, Retirement Plan..., Pensions, Plan Administration, Portfolio Management, Benchmarking, Asset Allocation, Retirement Planning, Investment Management, 403 b, Retirement, Wealth Management, Qualified Retirement..., Series 63, Investment Strategies
Education
Colorado State University
Bachelor of Arts, Economics
Innovest Portfolio Solutions LLC January 2008 - Present
City of Westminster March 2005 - January 2008
Merrill Lynch 1996 - 2005
Skills
Plan Design, Investments, Profit Sharing, Pension Administration, ERISA, Deferred Compensation, Investment Advisory, Defined Benefit, 401k, Retirement Plan..., Pensions, Plan Administration, Portfolio Management, Benchmarking, Asset Allocation, Retirement Planning, Investment Management, 403 b, Retirement, Wealth Management, Qualified Retirement..., Series 63, Investment Strategies
Education
Colorado State University
Bachelor of Arts, Economics
Meryl Nierman Meryl Nierman's Merrill Lynch Experience April 2013 - May 2013
Job Marketing Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
Merrill Lynch April 2013 - May 2013
Bank of America September 2011 - June 2012
State Street Global Advisors November 2002 - December 2010
Fidelity Investments 1996 - 2001
Prodigy Services Company (joint venture Sears & IBM) 1989 - 1996
NW Ayer 1980 - 1988
Education
Colorado State University
BS, Psychology
TIAA-CREF October 2013 - Present
Merrill Lynch April 2013 - May 2013
Bank of America September 2011 - June 2012
State Street Global Advisors November 2002 - December 2010
Fidelity Investments 1996 - 2001
Prodigy Services Company (joint venture Sears & IBM) 1989 - 1996
NW Ayer 1980 - 1988
Education
Colorado State University
BS, Psychology
Tom Warren Tom Warren's Merrill Lynch Experience January 1984 - January 1989
Job President, Vice Chairman at UAT, Holdings LLC
Industry Information Technology and Services
Experience
UAT, Inc January 2005 - Present
Janus Capital January 1995 - January 2005
Fidelity Investments 1989 - 1995
Merrill Lynch January 1984 - January 1989
Avimart International NV and SA May 1983 - January 1984
Skills
Mutual Funds, Asset Management, Alternative Investments, Investments, Series 7, Series 63, Finance, Fixed Annuities, Securities, Financial Services, Equities, Retirement Planning, Wealth Management, Sales, Asset Allocation, Portfolio Management, Management Consulting, Asset Managment, Hedge Funds
Education
Colorado State University 1979 — 1983
BS, Marketing and Management
UAT, Inc January 2005 - Present
Janus Capital January 1995 - January 2005
Fidelity Investments 1989 - 1995
Merrill Lynch January 1984 - January 1989
Avimart International NV and SA May 1983 - January 1984
Skills
Mutual Funds, Asset Management, Alternative Investments, Investments, Series 7, Series 63, Finance, Fixed Annuities, Securities, Financial Services, Equities, Retirement Planning, Wealth Management, Sales, Asset Allocation, Portfolio Management, Management Consulting, Asset Managment, Hedge Funds
Education
Colorado State University 1979 — 1983
BS, Marketing and Management
Jaganadha R (Sastry) Karra Jaganadha R (Sastry) Karra's Merrill Lynch Experience May 2005 - August 2005
Job Software Professional with 20 years of experience in Team leading, Analysis, Programming, Implementation & Training
Industry Information Technology and Services
Experience
Internal Revenue Service January 2008 - Present
Westinghouse May 2007 - December 2007
Verizon Wireless July 2006 - April 2007
PFPC March 2006 - June 2006
Ciber August 2005 - March 2006
Merrill Lynch May 2005 - August 2005
expres August 2001 - April 2005
nextel communications January 2001 - May 2001
M September 1995 - March 1996
D May 1994 - September 1995
Skills
Systems Analysis, COBOL, SDLC, Visio, Unix, Software Development, Oracle, Integration, Testing, Access, Process Improvement, Analysis, Quality Assurance, Requirements Gathering, Database Design, Business Process, Project Management, MS Project, Software Documentation, Troubleshooting, Requirements Analysis
Education
Colorado Technical University 2002 — 2005
Certificate, Project Management
Southeastern University 1998 — 2000
MBA, MIS
Osmania University 1985 — 1987
M.Sc, Applied Math
Jyothi Bala Mandir High School 1968 — 1979
Internal Revenue Service January 2008 - Present
Westinghouse May 2007 - December 2007
Verizon Wireless July 2006 - April 2007
PFPC March 2006 - June 2006
Ciber August 2005 - March 2006
Merrill Lynch May 2005 - August 2005
expres August 2001 - April 2005
nextel communications January 2001 - May 2001
M September 1995 - March 1996
D May 1994 - September 1995
Skills
Systems Analysis, COBOL, SDLC, Visio, Unix, Software Development, Oracle, Integration, Testing, Access, Process Improvement, Analysis, Quality Assurance, Requirements Gathering, Database Design, Business Process, Project Management, MS Project, Software Documentation, Troubleshooting, Requirements Analysis
Education
Colorado Technical University 2002 — 2005
Certificate, Project Management
Southeastern University 1998 — 2000
MBA, MIS
Osmania University 1985 — 1987
M.Sc, Applied Math
Jyothi Bala Mandir High School 1968 — 1979
Benjamin Pennington Benjamin Pennington's Merrill Lynch Experience August 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
United States Marine Corps September 2002 - August 2007
Education
Columbia College 2007 — 2009
Masters in Business Administration, Business
Columbia College 2005 — 2007
Bachelors of Arts in Interdisclipinary Studies, Business, Criminal Justice
Merrill Lynch August 2007 - Present
United States Marine Corps September 2002 - August 2007
Education
Columbia College 2007 — 2009
Masters in Business Administration, Business
Columbia College 2005 — 2007
Bachelors of Arts in Interdisclipinary Studies, Business, Criminal Justice
Jason Sippel Jason Sippel's Merrill Lynch Experience March 1995 - March 1996
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan August 2015 - Present
JP Morgan January 2013 - August 2015
JP Morgan March 2009 - January 2013
JP Morgan June 2007 - March 2009
JP Morgan June 2005 - June 2007
JP Morgan March 2002 - June 2005
Gen Re December 2000 - March 2002
Overstock.com January 2000 - December 2000
Credit Suisse First Boston March 1997 - September 2000
Merrill Lynch March 1995 - March 1996
Education
Harvard Extension School 1996 — 1996
Post-Baccalaureate Pre-Med
University of Cambridge 1988 — 1991
Master of Arts (M.A.), Economics
Columbia College (NY) 1986 — 1988
Economics
JP Morgan August 2015 - Present
JP Morgan January 2013 - August 2015
JP Morgan March 2009 - January 2013
JP Morgan June 2007 - March 2009
JP Morgan June 2005 - June 2007
JP Morgan March 2002 - June 2005
Gen Re December 2000 - March 2002
Overstock.com January 2000 - December 2000
Credit Suisse First Boston March 1997 - September 2000
Merrill Lynch March 1995 - March 1996
Education
Harvard Extension School 1996 — 1996
Post-Baccalaureate Pre-Med
University of Cambridge 1988 — 1991
Master of Arts (M.A.), Economics
Columbia College (NY) 1986 — 1988
Economics
David Basinger David Basinger's Merrill Lynch Experience August 1993 - December 1999
Job Financial Advisor Basinger Financial Group a financial advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Basinger Financial Group, a financial advisory practice of Ameriprise Financial October 2002 - Present
UBS December 1999 - October 2002
Merrill Lynch August 1993 - December 1999
Education
George Mason University 1981 — 1984
Accounting
Colorado State University
Basinger Financial Group, a financial advisory practice of Ameriprise Financial October 2002 - Present
UBS December 1999 - October 2002
Merrill Lynch August 1993 - December 1999
Education
George Mason University 1981 — 1984
Accounting
Colorado State University
Arthur Hoffman Arthur Hoffman's Merrill Lynch Experience January 2003 - April 2009
Job CEO and Founder of ICA Financial Services, LLC
Industry Financial Services
Experience
ICA Financial Services, LLC June 2009 - Present
Merrill Lynch January 2003 - April 2009
Morgan Stanley February 1999 - December 2002
Skills
Strategic Financial..., Investment Management, Independent Financial..., Financial Advisory, Retirement Planning, Investment Advisory, Asset Management, Portfolio Management, Financial Modeling, Retirement Plan..., Asset Allocation, Finance, Financial Services, Planning Advice, Investments, Portfolio Performance..., Asset Protection, Fixed Income, Fixed Annuities, Variable Annuities, Annuity Sales, CRPC, CEOs, Stock Management, Stock Market Analysis, Fixed Assets, Stock Trading, Stock Picking, College Savings Plans, College Education..., Investors, Model Portfolios, Mutual Funds, Unit Investment Trusts, ETFs, retirement income, Fixed Income Portfolio..., Retirement Savings, Financial Markets, Personal Finance, Fixed Income Strategies, Closed-end Funds, Stocks, 401k, 401k Rollovers, IRAs, Traditional IRA, Distribution Strategies, Life Insurance, Financial Planning
Education
Colorado State University 1994 — 1998
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
ICA Financial Services, LLC June 2009 - Present
Merrill Lynch January 2003 - April 2009
Morgan Stanley February 1999 - December 2002
Skills
Strategic Financial..., Investment Management, Independent Financial..., Financial Advisory, Retirement Planning, Investment Advisory, Asset Management, Portfolio Management, Financial Modeling, Retirement Plan..., Asset Allocation, Finance, Financial Services, Planning Advice, Investments, Portfolio Performance..., Asset Protection, Fixed Income, Fixed Annuities, Variable Annuities, Annuity Sales, CRPC, CEOs, Stock Management, Stock Market Analysis, Fixed Assets, Stock Trading, Stock Picking, College Savings Plans, College Education..., Investors, Model Portfolios, Mutual Funds, Unit Investment Trusts, ETFs, retirement income, Fixed Income Portfolio..., Retirement Savings, Financial Markets, Personal Finance, Fixed Income Strategies, Closed-end Funds, Stocks, 401k, 401k Rollovers, IRAs, Traditional IRA, Distribution Strategies, Life Insurance, Financial Planning
Education
Colorado State University 1994 — 1998
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Jeffrey Bobrowicz's Merrill Lynch Experience April 1994 - April 2000
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2006 - Present
Morgan Stanley April 2000 - April 2006
Merrill Lynch April 1994 - April 2000
Edward Jones April 1982 - April 1994
Skills
Investments, Retirement Planning, Finance, Economics, Mutual Funds, Securities, Asset Allocation, Retirement, Equities, Investment Strategies, Alternative Investments, Financial Advisory, Fixed Income
Education
Colorado State University 1976 — 1981
Bachelor of Applied Science (B.A.Sc.), Finance, General
HL Richards High School 1972 — 1976
Wells Fargo Advisors, LLC April 2006 - Present
Morgan Stanley April 2000 - April 2006
Merrill Lynch April 1994 - April 2000
Edward Jones April 1982 - April 1994
Skills
Investments, Retirement Planning, Finance, Economics, Mutual Funds, Securities, Asset Allocation, Retirement, Equities, Investment Strategies, Alternative Investments, Financial Advisory, Fixed Income
Education
Colorado State University 1976 — 1981
Bachelor of Applied Science (B.A.Sc.), Finance, General
HL Richards High School 1972 — 1976
Jamie Moulton Jamie Moulton's Merrill Lynch Experience July 2008 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2008 - Present
Morgan Stanley Smith Barney July 2000 - July 2008
AG Edwards & Sons Inc. July 1999 - July 2000
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Strategies, Saving for Education, Fixed Income, Financial Advisory, Retirement, Finance, Financial Risk, Investments, Investment Advisory, Management, Portfolio Management, Securities
Education
University of Colorado at Boulder 1994 — 1997
Bachelor of Arts (B.A.), Economics
Colorado State University 1992 — 1994
Economics
Merrill Lynch July 2008 - Present
Morgan Stanley Smith Barney July 2000 - July 2008
AG Edwards & Sons Inc. July 1999 - July 2000
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Strategies, Saving for Education, Fixed Income, Financial Advisory, Retirement, Finance, Financial Risk, Investments, Investment Advisory, Management, Portfolio Management, Securities
Education
University of Colorado at Boulder 1994 — 1997
Bachelor of Arts (B.A.), Economics
Colorado State University 1992 — 1994
Economics
Enrique Tomeu, CFP(R) Enrique Tomeu, CFP(R)'s Merrill Lynch Experience January 2000 - June 2002
Job Financial Advisor
Industry Financial Services
Experience
Financial Security Advisory June 2002 - Present
Merrill Lynch January 2000 - June 2002
Skills
Retirement Planning, Strategic Financial..., Investments, College Education..., Life, Disability Insurance
Education
Colorado State University 1994 — 1998
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
First Colonial High School 1991 — 1994
Financial Security Advisory June 2002 - Present
Merrill Lynch January 2000 - June 2002
Skills
Retirement Planning, Strategic Financial..., Investments, College Education..., Life, Disability Insurance
Education
Colorado State University 1994 — 1998
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
First Colonial High School 1991 — 1994
Ann Kellogg Ann Kellogg's Merrill Lynch Experience 1995 - 1997
Job Regional Vice President at AmTrust Bank, a Divison of NYCB
Industry Banking
Experience
NYCB March 2008 - Present
Indymac Bank 2005 - 2008
Countrywide 2003 - 2005
Washington Mutual 2000 - 2004
PHH July 1997 - May 2000
Merrill Lynch 1995 - 1997
Skills
Banking, FHA, Sales, Leadership, Mortgage Lending, Loans, Mortgage Banking, Business Development, Loan Origination, Residential Mortgages, Finance, Refinance, Management, Team Building, Underwriting, Negotiation, Financial Analysis, MBA, Credit Analysis, Recruiting, Relationship Management, Credit, Sales Management
Education
Colorado State University 1991 — 1996
BA, Speech Communications
Regis University
MBA, Business
NYCB March 2008 - Present
Indymac Bank 2005 - 2008
Countrywide 2003 - 2005
Washington Mutual 2000 - 2004
PHH July 1997 - May 2000
Merrill Lynch 1995 - 1997
Skills
Banking, FHA, Sales, Leadership, Mortgage Lending, Loans, Mortgage Banking, Business Development, Loan Origination, Residential Mortgages, Finance, Refinance, Management, Team Building, Underwriting, Negotiation, Financial Analysis, MBA, Credit Analysis, Recruiting, Relationship Management, Credit, Sales Management
Education
Colorado State University 1991 — 1996
BA, Speech Communications
Regis University
MBA, Business
Alana Schock Alana Schock's Merrill Lynch Experience October 1999 - April 2000
Job enVision Business Consulting, Senior Consultant
Industry Financial Services
Experience
enVision Business Consulting November 2011 - Present
Lincoln Trust Company June 2008 - November 2011
Fiserv May 2007 - June 2008
Fiserv March 2004 - May 2007
Fiserv May 2000 - February 2004
Merrill Lynch October 1999 - April 2000
Barclays Global Investors October 1998 - October 1999
Barclays Global Investors June 1997 - September 1998
Skills
Process Improvement, Management, Change Management, Business Process, Business Analysis, CRM, Project Management, Program Management, Strategy, Vendor Management, MS Project, Enterprise Software, Business Process..., Agile Methodologies, Business Process..., Leadership, Business Process Design, Analysis, Organizational Learning, Business Intelligence, Information Technology, Enterprise Content..., Project Planning
Education
Colorado State University 2004 — 2006
Master of Education & Human Resources Studies, Organizational Performance and Change
Wells College 1993 — 1997
B.A., Economics and Management, Concentration in Management
enVision Business Consulting November 2011 - Present
Lincoln Trust Company June 2008 - November 2011
Fiserv May 2007 - June 2008
Fiserv March 2004 - May 2007
Fiserv May 2000 - February 2004
Merrill Lynch October 1999 - April 2000
Barclays Global Investors October 1998 - October 1999
Barclays Global Investors June 1997 - September 1998
Skills
Process Improvement, Management, Change Management, Business Process, Business Analysis, CRM, Project Management, Program Management, Strategy, Vendor Management, MS Project, Enterprise Software, Business Process..., Agile Methodologies, Business Process..., Leadership, Business Process Design, Analysis, Organizational Learning, Business Intelligence, Information Technology, Enterprise Content..., Project Planning
Education
Colorado State University 2004 — 2006
Master of Education & Human Resources Studies, Organizational Performance and Change
Wells College 1993 — 1997
B.A., Economics and Management, Concentration in Management
Mark Wittenborn Mark Wittenborn's Merrill Lynch Experience February 2004 - May 2008
Job Senior Manager at Ernst & Young
Industry Management Consulting
Experience
Ernst & Young October 2012 - Present
Ernst & Young February 2010 - October 2012
iKindi Inc. May 2008 - February 2010
Merrill Lynch February 2004 - May 2008
Deloitte October 2000 - December 2002
Summit Systems February 1995 - July 2000
Skills
Access, PowerPoint, Derivatives, Accounting, Summit, Microsoft Excel, Managerial Finance, Financial Risk, Risk Management, Management Consulting, Fixed Income, Trading Systems, Capital Markets, Interest Rate..., Banking, Portfolio Management, Business Analysis, Strategy, Consulting, Investment Banking
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Capital Markets
Columbia College (NY) 1985 — 1989
BA, Economics
Ernst & Young October 2012 - Present
Ernst & Young February 2010 - October 2012
iKindi Inc. May 2008 - February 2010
Merrill Lynch February 2004 - May 2008
Deloitte October 2000 - December 2002
Summit Systems February 1995 - July 2000
Skills
Access, PowerPoint, Derivatives, Accounting, Summit, Microsoft Excel, Managerial Finance, Financial Risk, Risk Management, Management Consulting, Fixed Income, Trading Systems, Capital Markets, Interest Rate..., Banking, Portfolio Management, Business Analysis, Strategy, Consulting, Investment Banking
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Capital Markets
Columbia College (NY) 1985 — 1989
BA, Economics
Brian K Mock Brian K Mock's Merrill Lynch Experience June 2001 - September 2001
Job Risk Analyst at ACES Power Marketing
Industry Oil & Energy
Experience
ACES Power Marketing February 2012 - Present
INDIANA WESLEYAN UNIVERSITY August 2006 - Present
Herron High School August 2010 - May 2011
POPOLANO’S RESTAURANT October 2009 - May 2010
Craighead, Lange and Hough May 2007 - November 2008
NiSource December 2006 - May 2007
Grace Trading July 2006 - November 2006
ADM Investor Services October 1999 - June 2006
Merrill Lynch June 2001 - September 2001
Education
Colorado State University
Bachelor, Economics
DePaul University
Commodities, Futures and Options
Vanderbilt University
Masters, Economics
ACES Power Marketing February 2012 - Present
INDIANA WESLEYAN UNIVERSITY August 2006 - Present
Herron High School August 2010 - May 2011
POPOLANO’S RESTAURANT October 2009 - May 2010
Craighead, Lange and Hough May 2007 - November 2008
NiSource December 2006 - May 2007
Grace Trading July 2006 - November 2006
ADM Investor Services October 1999 - June 2006
Merrill Lynch June 2001 - September 2001
Education
Colorado State University
Bachelor, Economics
DePaul University
Commodities, Futures and Options
Vanderbilt University
Masters, Economics
Sarah Ishman Sarah Ishman's Merrill Lynch Experience May 2008 - August 2008
Job Associate Securitized Products Group Warehouse Lending at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Garrison Investment Group March 2014 - November 2014
20 Gates Management LLC July 2010 - February 2014
Ipreo June 2009 - June 2010
Merrill Lynch May 2008 - August 2008
The United States Department of Commerce May 2007 - August 2007
Skills
Structured Finance, Structured Products, Warehouse Lending, Asset-backed..., Due Diligence, Credit Risk, Capital Markets, Credit, Bloomberg, Equities, Financial Modeling, Fixed Income, Investment Banking, Bloomberg Terminal
Education
Columbia College (NY) 2005 — 2009
BA, Economics-Political Science
Columbia University in the City of New York 2005 — 2009
BA, Economics-Political Science
Mainland Regional HS 2001 — 2005
Morgan Stanley January 2015 - Present
Garrison Investment Group March 2014 - November 2014
20 Gates Management LLC July 2010 - February 2014
Ipreo June 2009 - June 2010
Merrill Lynch May 2008 - August 2008
The United States Department of Commerce May 2007 - August 2007
Skills
Structured Finance, Structured Products, Warehouse Lending, Asset-backed..., Due Diligence, Credit Risk, Capital Markets, Credit, Bloomberg, Equities, Financial Modeling, Fixed Income, Investment Banking, Bloomberg Terminal
Education
Columbia College (NY) 2005 — 2009
BA, Economics-Political Science
Columbia University in the City of New York 2005 — 2009
BA, Economics-Political Science
Mainland Regional HS 2001 — 2005
TJ Lenz TJ Lenz's Merrill Lynch Experience February 1996 - Present
Job Managing Director Investments at Stifel Financial Corp
Industry Financial Services
Experience
Stifel Financial Corp. September 2015 - Present
Merrill Lynch February 1996 - Present
Skills
Wealth Management, Investments, Asset Management, Equities, Mutual Funds, Retirement Planning, Series 7, Alternative Investments, Asset Allocation, Bloomberg, Customer Service, Financial Modeling, Financial Services, Investment Strategies, Securities, Series 63
Education
Colorado State University
Stifel Financial Corp. September 2015 - Present
Merrill Lynch February 1996 - Present
Skills
Wealth Management, Investments, Asset Management, Equities, Mutual Funds, Retirement Planning, Series 7, Alternative Investments, Asset Allocation, Bloomberg, Customer Service, Financial Modeling, Financial Services, Investment Strategies, Securities, Series 63
Education
Colorado State University
Jeff Kuhlman Jeff Kuhlman's Merrill Lynch Experience January 2000 - August 2001
Job Managing Director | LJM Partners | LJM Funds Management | Liquid Alternatives | Mutual Funds | Hedge Funds
Industry Investment Management
Experience
LJM Funds Management December 2012 - Present
LJM Partners June 2011 - Present
Dickinson Financial Corporation March 2005 - May 2011
WestStar Bank August 2001 - February 2005
Merrill Lynch January 2000 - August 2001
Wells Fargo Securities June 1998 - January 2000
Merrill Lynch January 1993 - June 1996
Skills
Investments, Wealth Management, Mutual Funds, Alternative Investments, Liquid Alternatives, Volatility Strategies, Hedge Funds, Managed Futures, Portfolio Management, Asset Allocation, Strategic Financial..., Series 7, Business Development, Investment Banking, Investment Strategies, Commodity Pools, Separately Managed..., Sales Management, Series 3, Commercial Lending, Public Finance, Municipal Bonds, Real Estate Development, Real Estate Financing
Education
Colorado State University
BA, Economics
LJM Funds Management December 2012 - Present
LJM Partners June 2011 - Present
Dickinson Financial Corporation March 2005 - May 2011
WestStar Bank August 2001 - February 2005
Merrill Lynch January 2000 - August 2001
Wells Fargo Securities June 1998 - January 2000
Merrill Lynch January 1993 - June 1996
Skills
Investments, Wealth Management, Mutual Funds, Alternative Investments, Liquid Alternatives, Volatility Strategies, Hedge Funds, Managed Futures, Portfolio Management, Asset Allocation, Strategic Financial..., Series 7, Business Development, Investment Banking, Investment Strategies, Commodity Pools, Separately Managed..., Sales Management, Series 3, Commercial Lending, Public Finance, Municipal Bonds, Real Estate Development, Real Estate Financing
Education
Colorado State University
BA, Economics
Jeffrey Barse Jeffrey Barse's Merrill Lynch Experience July 1998 - September 1999
Job Manager of Financial Planning and Analysis Available
Industry Financial Services
Experience
TeleTech September 2015 - Present
MoneyGram International September 2011 - March 2015
Red Robin August 2011 - September 2011
Westwood College Online July 2007 - December 2010
Comcast Cable September 1999 - June 2007
Merrill Lynch July 1998 - September 1999
Skills
Financial Reporting, Accounting, Financial Analysis, Forecasting, Management, Strategic Financial..., Analysis, Budgets, Strategic Planning, Variance Analysis, Process Improvement, Mergers, Leadership, Financial Planning, Finance, Cross-functional Team..., Business Analysis, Call Centers, PeopleSoft, Sarbanes-Oxley Act
Education
Colorado State University 1992 — 1997
B.S, Business Administration; Accounting, 3.2
TeleTech September 2015 - Present
MoneyGram International September 2011 - March 2015
Red Robin August 2011 - September 2011
Westwood College Online July 2007 - December 2010
Comcast Cable September 1999 - June 2007
Merrill Lynch July 1998 - September 1999
Skills
Financial Reporting, Accounting, Financial Analysis, Forecasting, Management, Strategic Financial..., Analysis, Budgets, Strategic Planning, Variance Analysis, Process Improvement, Mergers, Leadership, Financial Planning, Finance, Cross-functional Team..., Business Analysis, Call Centers, PeopleSoft, Sarbanes-Oxley Act
Education
Colorado State University 1992 — 1997
B.S, Business Administration; Accounting, 3.2
Michael (Mike) Garza Michael (Mike) Garza's Merrill Lynch Experience January 2005 - August 2005
Job Supply Scheduler at Motiva Enterprises LLC
Industry Oil & Energy
Experience
NB Elite Realty January 2014 - Present
Motiva Enterprises LLC January 2013 - Present
Equity Real Estate Investments June 2012 - Present
Shell Oil Company March 2011 - December 2012
Shell Oil Company June 2007 - March 2011
BP December 2005 - June 2007
Merrill Lynch January 2005 - August 2005
Shell Oil Company January 2003 - December 2004
United States Marine Corps August 2001 - December 2002
United States Marine Corps December 2000 - November 2002
Skills
Strategic Planning, Supply Chain Management, Project Management, Contract Negotiation, Microsoft Excel, Budgets, Access, PowerPoint, Logistics Management, Outlook, Inventory Control, Product Marketing
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MBA, Business
Columbia College 1999 — 2002
BBA, Management
NB Elite Realty January 2014 - Present
Motiva Enterprises LLC January 2013 - Present
Equity Real Estate Investments June 2012 - Present
Shell Oil Company March 2011 - December 2012
Shell Oil Company June 2007 - March 2011
BP December 2005 - June 2007
Merrill Lynch January 2005 - August 2005
Shell Oil Company January 2003 - December 2004
United States Marine Corps August 2001 - December 2002
United States Marine Corps December 2000 - November 2002
Skills
Strategic Planning, Supply Chain Management, Project Management, Contract Negotiation, Microsoft Excel, Budgets, Access, PowerPoint, Logistics Management, Outlook, Inventory Control, Product Marketing
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MBA, Business
Columbia College 1999 — 2002
BBA, Management
Mark Comstock Mark Comstock's Merrill Lynch Experience August 1983 - August 1985
Job Senior Professor of Accounting at Missouri Southern State University
Industry Higher Education
Experience
Missouri Southern State University August 1993 - Present
Southern New Hampshire University August 2014 - Present
Tiffin University January 2013 - Present
Missouri State University January 1997 - December 2000
North Carolina State University August 1991 - August 1993
Pittsburg State University February 1991 - August 1991
Merrill Lynch August 1983 - August 1985
Skills
Higher Education, Distance Learning, University Teaching, Adult Education, Teaching, E-Learning, Curriculum Design, Instructional Design, Curriculum Development, Student Affairs, Qualitative Research, Leadership Development, Statistics, Public Speaking, Data Analysis, Research
Education
The University of Oklahoma 1987 — 1991
Ph.D., Accounting
Pittsburg State University 1985 — 1986
Graduate Coursework, 86-87
Missouri Southern State University 1979 — 1980
B.S.B.A., Marketing/Management
Colorado State University 1976 — 1979
Marketing
Missouri Southern State University August 1993 - Present
Southern New Hampshire University August 2014 - Present
Tiffin University January 2013 - Present
Missouri State University January 1997 - December 2000
North Carolina State University August 1991 - August 1993
Pittsburg State University February 1991 - August 1991
Merrill Lynch August 1983 - August 1985
Skills
Higher Education, Distance Learning, University Teaching, Adult Education, Teaching, E-Learning, Curriculum Design, Instructional Design, Curriculum Development, Student Affairs, Qualitative Research, Leadership Development, Statistics, Public Speaking, Data Analysis, Research
Education
The University of Oklahoma 1987 — 1991
Ph.D., Accounting
Pittsburg State University 1985 — 1986
Graduate Coursework, 86-87
Missouri Southern State University 1979 — 1980
B.S.B.A., Marketing/Management
Colorado State University 1976 — 1979
Marketing
Jackie Cartner's Merrill Lynch Experience June 2009 - September 2009
Job MBA, Lean Six Sigma Black Belt at PolyOne Corporation
Industry Marketing and Advertising
Experience
PolyOne Corporation February 2015 - Present
United Way of Will County February 2014 - June 2015
PolyOne June 2010 - February 2015
United Way of Will County February 2010 - February 2015
North Central College August 2007 - June 2010
PolyOne August 2009 - May 2010
Merrill Lynch June 2009 - September 2009
Eddie Bauer December 2006 - September 2009
Arena Marketing April 2008 - February 2009
Comcast SportsNet Chicago January 2008 - April 2008
Skills
Marketing, Marketing Strategy, Sales, Market Research, Marketing Research, Social Media, Advertising, Event Planning, Competitive Analysis, Marketing Communications, Microsoft Excel, Email Marketing, Social Media Marketing, PowerPoint, New Business Development, Salesforce.com, Adobe Creative Suite, B2B, Management
Education
Colorado State University 2013 — 2015
Master of Business Administration (MBA), Marketing
North Central College 2006 — 2010
Bachelor of Arts, Marketing & Management
Naperville Central High School
Naperville Central High School
PolyOne Corporation February 2015 - Present
United Way of Will County February 2014 - June 2015
PolyOne June 2010 - February 2015
United Way of Will County February 2010 - February 2015
North Central College August 2007 - June 2010
PolyOne August 2009 - May 2010
Merrill Lynch June 2009 - September 2009
Eddie Bauer December 2006 - September 2009
Arena Marketing April 2008 - February 2009
Comcast SportsNet Chicago January 2008 - April 2008
Skills
Marketing, Marketing Strategy, Sales, Market Research, Marketing Research, Social Media, Advertising, Event Planning, Competitive Analysis, Marketing Communications, Microsoft Excel, Email Marketing, Social Media Marketing, PowerPoint, New Business Development, Salesforce.com, Adobe Creative Suite, B2B, Management
Education
Colorado State University 2013 — 2015
Master of Business Administration (MBA), Marketing
North Central College 2006 — 2010
Bachelor of Arts, Marketing & Management
Naperville Central High School
Naperville Central High School
Randy S. Marcove Randy S. Marcove's Merrill Lynch Experience March 2007 - August 2008
Job Client Partner at BMGI
Industry Management Consulting
Experience
BMGI November 2013 - Present
City and County of Denver, Office of Economic Development, Advanced Manufacturing Advisory Council April 2013 - Present
Freelance musician and composer July 1970 - Present
Colorado High School Activities Association August 2006 - August 2015
YMCA of Metropolitan Denver - Schlessman November 2008 - May 2013
University Hills Neighborhood Association December 2006 - May 2013
Contract Consulting May 2010 - 2013
Optimist Club of Monaco South October 2011 - September 2012
Columbine Label Co. January 2009 - April 2010
Merrill Lynch March 2007 - August 2008
Skills
Consultative Selling, Solution Selling, Sales Operations, Sales Management, New Business Development, Business Strategy, Continuous Improvement, Process Improvement, Customer Relations, Salesforce.com, Customer Service, Lean Manufacturing, Management Consulting, Account Management, Operations Management, Problem Solving, Manufacturing, Negotiation, Team Building, Team Leadership, Demand Flow Technology, Creative Problem Solving, Cross-functional Team..., Strategic Planning, Logistics, Change Management, Manufacturing Software, scheduling tools, Strategy, Program Management, Coaching, Project Management, Business Development, Forecasting, Recruiting, Sales, Management, Project Planning, Supply Chain, Sales Process, Talent Management, Executive Management, Customer Satisfaction, Business Process..., Music Theory, Public Speaking, Start-ups, Professional Services, Business Planning, Training
Education
Colorado State University 1981 — 1985
BA, Social Sciences, Economics
Kent Denver 1975 — 1978
BMGI November 2013 - Present
City and County of Denver, Office of Economic Development, Advanced Manufacturing Advisory Council April 2013 - Present
Freelance musician and composer July 1970 - Present
Colorado High School Activities Association August 2006 - August 2015
YMCA of Metropolitan Denver - Schlessman November 2008 - May 2013
University Hills Neighborhood Association December 2006 - May 2013
Contract Consulting May 2010 - 2013
Optimist Club of Monaco South October 2011 - September 2012
Columbine Label Co. January 2009 - April 2010
Merrill Lynch March 2007 - August 2008
Skills
Consultative Selling, Solution Selling, Sales Operations, Sales Management, New Business Development, Business Strategy, Continuous Improvement, Process Improvement, Customer Relations, Salesforce.com, Customer Service, Lean Manufacturing, Management Consulting, Account Management, Operations Management, Problem Solving, Manufacturing, Negotiation, Team Building, Team Leadership, Demand Flow Technology, Creative Problem Solving, Cross-functional Team..., Strategic Planning, Logistics, Change Management, Manufacturing Software, scheduling tools, Strategy, Program Management, Coaching, Project Management, Business Development, Forecasting, Recruiting, Sales, Management, Project Planning, Supply Chain, Sales Process, Talent Management, Executive Management, Customer Satisfaction, Business Process..., Music Theory, Public Speaking, Start-ups, Professional Services, Business Planning, Training
Education
Colorado State University 1981 — 1985
BA, Social Sciences, Economics
Kent Denver 1975 — 1978
Ryan Myers's Merrill Lynch Experience July 2013 - September 2014
Job Financial Consultant
Industry Financial Services
Experience
M&T Securities September 2014 - Present
Merrill Lynch July 2013 - September 2014
Myers Medical, Inc. December 2011 - July 2013
RecoverCare LLC March 2007 - December 2011
Skills
Sales Operations, Healthcare, Sales, Hospitals, Team Building, Medical Devices, Training, Management, Selling, Sales Management, Logistics, Business Development, Series 7, Series 24, series 66, Wealth Management, Strategic Financial..., Financial Markets, Estate Planning, Asset Management, College Savings Plans, Retirement Planning, Stocks, Bonds, Municipal Bonds, Mutual Funds, Variable Annuities, Fixed Annuities, Life Insurance, Health Insurance, Financial Services, Strategic Planning, Comprehensive Planning, Acute Care, Account Management, Market Development, Sales Process, Wound Care, Solution Selling, Microsoft Office, Durable Medical..., Capital Equipment, Microsoft Excel, Sales Force Development, Operations Management, Marketing, Performance Management, New Business Development
Education
University of Missouri-Columbia 2003 — 2007
Business Management
Columbia College 2007 — 2011
Bachelor's Degree, Finance
M&T Securities September 2014 - Present
Merrill Lynch July 2013 - September 2014
Myers Medical, Inc. December 2011 - July 2013
RecoverCare LLC March 2007 - December 2011
Skills
Sales Operations, Healthcare, Sales, Hospitals, Team Building, Medical Devices, Training, Management, Selling, Sales Management, Logistics, Business Development, Series 7, Series 24, series 66, Wealth Management, Strategic Financial..., Financial Markets, Estate Planning, Asset Management, College Savings Plans, Retirement Planning, Stocks, Bonds, Municipal Bonds, Mutual Funds, Variable Annuities, Fixed Annuities, Life Insurance, Health Insurance, Financial Services, Strategic Planning, Comprehensive Planning, Acute Care, Account Management, Market Development, Sales Process, Wound Care, Solution Selling, Microsoft Office, Durable Medical..., Capital Equipment, Microsoft Excel, Sales Force Development, Operations Management, Marketing, Performance Management, New Business Development
Education
University of Missouri-Columbia 2003 — 2007
Business Management
Columbia College 2007 — 2011
Bachelor's Degree, Finance
James Mosley James Mosley's Merrill Lynch Experience September 2011 - November 2012
Job Internal
Industry Financial Services
Experience
Transamerica September 2013 - Present
Edward Jones December 2012 - September 2013
Merrill Lynch September 2011 - November 2012
Hample Insurance May 2011 - September 2011
LPL Financial May 2011 - September 2011
COUNTRY ® Financial May 2010 - May 2011
JP Morgan Chase April 2008 - April 2010
Bellco Credit Union February 2001 - April 2008
Education
Colorado State University 2014 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Regis University 2007 — 2009
Finance, Accounting and Finance
Gateway High School 1996 — 2000
Metropolitan State College of Denver
Accounting
Transamerica September 2013 - Present
Edward Jones December 2012 - September 2013
Merrill Lynch September 2011 - November 2012
Hample Insurance May 2011 - September 2011
LPL Financial May 2011 - September 2011
COUNTRY ® Financial May 2010 - May 2011
JP Morgan Chase April 2008 - April 2010
Bellco Credit Union February 2001 - April 2008
Education
Colorado State University 2014 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Regis University 2007 — 2009
Finance, Accounting and Finance
Gateway High School 1996 — 2000
Metropolitan State College of Denver
Accounting
Christopher Poulos Christopher Poulos's Merrill Lynch Experience 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2012 - Present
Education
Colorado State University-Pueblo 2001 — 2006
Bachelor of Science, Business Administration and Management
Merrill Lynch 2012 - Present
Education
Colorado State University-Pueblo 2001 — 2006
Bachelor of Science, Business Administration and Management
Edmundo Barajas Edmundo Barajas's Merrill Lynch Experience May 2015 - Present
Job Financial Advisor Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
First National Bank of Omaha September 2014 - May 2015
Center Partners August 2012 - September 2014
Skills
Customer Service, Call Centers, Customer Satisfaction, Microsoft Excel, Team Leadership, Sales, Leadership, Training, Process Improvement, Time Management, Microsoft Office
Education
Colorado State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Senior
Colorado State University 2011 — 2015
Bachelor of Science in Business Administration, Finance: Investment Analysis & Corporate Finance, 3.45 GPA
Merrill Lynch May 2015 - Present
First National Bank of Omaha September 2014 - May 2015
Center Partners August 2012 - September 2014
Skills
Customer Service, Call Centers, Customer Satisfaction, Microsoft Excel, Team Leadership, Sales, Leadership, Training, Process Improvement, Time Management, Microsoft Office
Education
Colorado State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Senior
Colorado State University 2011 — 2015
Bachelor of Science in Business Administration, Finance: Investment Analysis & Corporate Finance, 3.45 GPA
Michael Rome Michael Rome's Merrill Lynch Experience September 1990 - September 2002
Job Community Administrator
Industry Real Estate
Experience
Associa February 2015 - Present
Associa August 2013 - February 2015
Raymond James Financial, Inc. December 2006 - January 2011
Raymond James Financial, Inc. September 2004 - December 2006
Raymond James Financial, Inc. March 2004 - September 2004
Merrill Lynch September 1990 - September 2002
Skills
Financial Services, Process Improvement, Troubleshooting, Asset Management, Finance, Coaching, Microsoft Word, Microsoft Excel, PowerPoint, Visio, Customer Service, Software Testing Life..., Business Requirements, Test Scenarios, Web Testing, Supervisory Skills, Project Coordination, Document Processing, Process Flow Charts, Quality Assurance, Procedure Creation, Staff Development, Time Management, User Requirements, Full project lifecycle..., Business Process..., Microsoft Office
Education
University of Northern Colorado 1985 — 1988
Bachelor of Arts, Journalism
Colorado State University 1984 — 1986
Psychology
Associa February 2015 - Present
Associa August 2013 - February 2015
Raymond James Financial, Inc. December 2006 - January 2011
Raymond James Financial, Inc. September 2004 - December 2006
Raymond James Financial, Inc. March 2004 - September 2004
Merrill Lynch September 1990 - September 2002
Skills
Financial Services, Process Improvement, Troubleshooting, Asset Management, Finance, Coaching, Microsoft Word, Microsoft Excel, PowerPoint, Visio, Customer Service, Software Testing Life..., Business Requirements, Test Scenarios, Web Testing, Supervisory Skills, Project Coordination, Document Processing, Process Flow Charts, Quality Assurance, Procedure Creation, Staff Development, Time Management, User Requirements, Full project lifecycle..., Business Process..., Microsoft Office
Education
University of Northern Colorado 1985 — 1988
Bachelor of Arts, Journalism
Colorado State University 1984 — 1986
Psychology
Jacqueline Sobczak's Merrill Lynch Experience August 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Edward Jones August 2007 - Present
Buena Vista Chamber of Commerce 2010 - 2011
CIVA August 2004 - July 2007
Divine Redeemer School August 2002 - August 2004
US Army October 1992 - August 1998
Skills
Customer Service, Series 7, Strategic Planning, Financial Advisory, Small Business, Investments, Retirement Planning, Leadership, Public Speaking, Team Building
Education
Colorado State University-Pueblo 2000 — 2002
BS, Biology
Pikes Peak Community College 1998 — 2000
AS, Science
Merrill Lynch August 2015 - Present
Edward Jones August 2007 - Present
Buena Vista Chamber of Commerce 2010 - 2011
CIVA August 2004 - July 2007
Divine Redeemer School August 2002 - August 2004
US Army October 1992 - August 1998
Skills
Customer Service, Series 7, Strategic Planning, Financial Advisory, Small Business, Investments, Retirement Planning, Leadership, Public Speaking, Team Building
Education
Colorado State University-Pueblo 2000 — 2002
BS, Biology
Pikes Peak Community College 1998 — 2000
AS, Science
Dina James Dina James's Merrill Lynch Experience 1989 - 1998
Job Broker Associate at RE/MAX Traditions
Industry Apparel & Fashion
Experience
RE/MAX Traditions August 2012 - Present
InFitUation January 2005 - December 2012
Department of Clothing August 2011 - August 2012
Hilti January 2010 - July 2011
Merrill Lynch 1989 - 1998
Skills
Sales, Real Estate, Negotiation, Sellers, New Home Sales, Relocation, Contract Negotiation, Condos, First Time Home Buyers, Training, Customer Service, Selling, Short Sales, Single Family Homes, Investors, Investment Properties, Buyer Representation, Foreclosures, Listings, Property Management, Marketing, REO, Investments, Small Business, Real Estate Transactions, Referrals, Move Up Buyers, Seniors, Real Property, Residential Homes, Strategic Planning
Education
Colorado State University 1984 — 1988
Bachelor of Arts (B.A.), Psychology
Berthoud High School
RE/MAX Traditions August 2012 - Present
InFitUation January 2005 - December 2012
Department of Clothing August 2011 - August 2012
Hilti January 2010 - July 2011
Merrill Lynch 1989 - 1998
Skills
Sales, Real Estate, Negotiation, Sellers, New Home Sales, Relocation, Contract Negotiation, Condos, First Time Home Buyers, Training, Customer Service, Selling, Short Sales, Single Family Homes, Investors, Investment Properties, Buyer Representation, Foreclosures, Listings, Property Management, Marketing, REO, Investments, Small Business, Real Estate Transactions, Referrals, Move Up Buyers, Seniors, Real Property, Residential Homes, Strategic Planning
Education
Colorado State University 1984 — 1988
Bachelor of Arts (B.A.), Psychology
Berthoud High School
Kamilah Patterson's Merrill Lynch Experience February 2004 - September 2005
Job Experienced in Contract/Vendor Management, Human Resources Specialist, Talent Acquisition , Entrepreneur, Writer
Industry Staffing and Recruiting
Experience
US Tech Solutions October 2007 - December 2013
MTV Networks November 2005 - June 2007
Merrill Lynch February 2004 - September 2005
Skills
Contract Recruitment, HR Policies, Temporary Staffing, Staffing Services, Project Staffing, Project Management, Administrative..., Recruiting, Sourcing, Talent Management, Management, Employee Relations, Human Resources, Leadership, Vendor Management, Team Building, Performance Management, Business Development, Executive Search, Screening, Program Management, Consulting, HRIS, Training, Interviews, Temporary Placement, Talent Acquisition, Hiring, Employee Training, Onboarding, Microsoft Office, Applicant Tracking..., Administration
Education
Colorado Technical University 2012 — 2015
Some Courses, Business Administration, 3.86
Murry Bergtraum High School 1992 — 1996
High School Diploma, Accounting
US Tech Solutions October 2007 - December 2013
MTV Networks November 2005 - June 2007
Merrill Lynch February 2004 - September 2005
Skills
Contract Recruitment, HR Policies, Temporary Staffing, Staffing Services, Project Staffing, Project Management, Administrative..., Recruiting, Sourcing, Talent Management, Management, Employee Relations, Human Resources, Leadership, Vendor Management, Team Building, Performance Management, Business Development, Executive Search, Screening, Program Management, Consulting, HRIS, Training, Interviews, Temporary Placement, Talent Acquisition, Hiring, Employee Training, Onboarding, Microsoft Office, Applicant Tracking..., Administration
Education
Colorado Technical University 2012 — 2015
Some Courses, Business Administration, 3.86
Murry Bergtraum High School 1992 — 1996
High School Diploma, Accounting
Matt Morahan Matt Morahan's Merrill Lynch Experience 1999 - 2000
Job Senior Business Analyst at WebMD Health Services
Industry Information Technology and Services
Experience
Eventbuilder 2013 - 2014
EventBuilder 2008 - 2013
EventBuilder 2001 - 2008
PacifiCorp 2004 - 2004
Placeware 2000 - 2001
Merrill Lynch 1999 - 2000
Skills
Management, Strategic Planning, Organizational..., Microsoft Office, Customer Service, Project Management, Leadership Development, Leadership, Training, Microsoft Excel, Call Centers, Coaching, Web Conferences, Cross-functional Team..., Operations Management, SaaS, Business Communications, Employee Training, Training Evaluation, Survey Methodology, Process Improvement, Transformational..., Business Process..., Business Process, Enterprise Software, Business Strategy, Business Analysis, Process Modeling, Program Management, Consulting
Education
George Fox University 2011 — 2013
Master of Business Administration (MBA), Business
Colorado State University 1994 — 1998
Bachelor of Science (B.S.), Psychology
Eventbuilder 2013 - 2014
EventBuilder 2008 - 2013
EventBuilder 2001 - 2008
PacifiCorp 2004 - 2004
Placeware 2000 - 2001
Merrill Lynch 1999 - 2000
Skills
Management, Strategic Planning, Organizational..., Microsoft Office, Customer Service, Project Management, Leadership Development, Leadership, Training, Microsoft Excel, Call Centers, Coaching, Web Conferences, Cross-functional Team..., Operations Management, SaaS, Business Communications, Employee Training, Training Evaluation, Survey Methodology, Process Improvement, Transformational..., Business Process..., Business Process, Enterprise Software, Business Strategy, Business Analysis, Process Modeling, Program Management, Consulting
Education
George Fox University 2011 — 2013
Master of Business Administration (MBA), Business
Colorado State University 1994 — 1998
Bachelor of Science (B.S.), Psychology
Joseph Kost's Merrill Lynch Experience August 2013 - Present
Job Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
DaVita June 2012 - July 2013
Colorado National Bancorp April 2011 - April 2012
Summit Student Investment Fund January 2011 - May 2011
Merrill Lynch January 2011 - May 2011
Colorado State Finance Club May 2010 - May 2011
CSU Summit Student Investment Fund January 2010 - May 2011
First National Bank August 2009 - May 2011
Skills
Business Valuation, Asset Allocation, Excel, Enterprise Valuation, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Microsoft Excel, Mergers, Mutual Funds, Analysis, Investments, Mergers, Portfolio Management, Equities
Education
Colorado State University 2007 — 2011
Bachelor of Science: Business Administration, Finance: Investment Analysis & Corporate Finance
Merrill Lynch August 2013 - Present
DaVita June 2012 - July 2013
Colorado National Bancorp April 2011 - April 2012
Summit Student Investment Fund January 2011 - May 2011
Merrill Lynch January 2011 - May 2011
Colorado State Finance Club May 2010 - May 2011
CSU Summit Student Investment Fund January 2010 - May 2011
First National Bank August 2009 - May 2011
Skills
Business Valuation, Asset Allocation, Excel, Enterprise Valuation, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Microsoft Excel, Mergers, Mutual Funds, Analysis, Investments, Mergers, Portfolio Management, Equities
Education
Colorado State University 2007 — 2011
Bachelor of Science: Business Administration, Finance: Investment Analysis & Corporate Finance
Jon Trbovich Jon Trbovich's Merrill Lynch Experience May 1998 - July 2000
Job Regional VP at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC January 2003 - Present
Schield Management Company May 2002 - February 2004
Charles Schwab July 2000 - May 2002
Merrill Lynch May 1998 - July 2000
Skills
Investments, Mutual Funds, Investment Advisory, Series 63, Series 7, Financial Services, Asset Allocation, Asset Management, Retirement, Retirement Planning, Securities, Series 6, Wealth Management
Education
Colorado State University 1992 — 1997
Math
CLS Investments, LLC January 2003 - Present
Schield Management Company May 2002 - February 2004
Charles Schwab July 2000 - May 2002
Merrill Lynch May 1998 - July 2000
Skills
Investments, Mutual Funds, Investment Advisory, Series 63, Series 7, Financial Services, Asset Allocation, Asset Management, Retirement, Retirement Planning, Securities, Series 6, Wealth Management
Education
Colorado State University 1992 — 1997
Math
Leona Fortson Leona Fortson's Merrill Lynch Experience September 1977 - December 2001
Job Supervisor/Manager Retail Sales at Airport Retail Management
Industry Retail
Experience
Airport Retail Management April 2010 - June 2012
Liberty Healthcare March 2002 - August 2004
Merrill Lynch September 1977 - December 2001
Skills
Sales Excellence, Customer Service, Corporate Communications, Problem Solving, Team Leadership, Listening Skills, Teaching, Troubleshooting, Organizational...
Education
Colorado Technical University 2008 — 2012
Bachelor of Science, Healthcare Services Administration
Airport Retail Management April 2010 - June 2012
Liberty Healthcare March 2002 - August 2004
Merrill Lynch September 1977 - December 2001
Skills
Sales Excellence, Customer Service, Corporate Communications, Problem Solving, Team Leadership, Listening Skills, Teaching, Troubleshooting, Organizational...
Education
Colorado Technical University 2008 — 2012
Bachelor of Science, Healthcare Services Administration
Grant Goodan Grant Goodan's Merrill Lynch Experience January 2005 - May 2005
Job Manager/Client Specialist Alternative Investments at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company August 2013 - Present
ALPS, A DST Company April 2009 - August 2013
ALPS, A DST Company November 2007 - April 2009
ALPS, A DST Company March 2006 - October 2007
Pulte Mortgage July 2005 - February 2006
Merrill Lynch January 2005 - May 2005
Skills
Fund Accounting, Alternative Investments, Financial Services, Mutual Funds, Hedge Funds, Investments, Equities, Bloomberg, Fund Administration, Fixed Income, ETFs, Hegde Fund Accounting, Mutual Fund Accounting, Derivatives, Economics, Accounting, Private Equity, Dividends, Corporate Actions, Interest Calculation, Internal Controls, Development Of Employees, Staff Supervision, Microsoft Office, Securities
Education
Colorado State University
B.A., Economics
ALPS, A DST Company August 2013 - Present
ALPS, A DST Company April 2009 - August 2013
ALPS, A DST Company November 2007 - April 2009
ALPS, A DST Company March 2006 - October 2007
Pulte Mortgage July 2005 - February 2006
Merrill Lynch January 2005 - May 2005
Skills
Fund Accounting, Alternative Investments, Financial Services, Mutual Funds, Hedge Funds, Investments, Equities, Bloomberg, Fund Administration, Fixed Income, ETFs, Hegde Fund Accounting, Mutual Fund Accounting, Derivatives, Economics, Accounting, Private Equity, Dividends, Corporate Actions, Interest Calculation, Internal Controls, Development Of Employees, Staff Supervision, Microsoft Office, Securities
Education
Colorado State University
B.A., Economics
Paul Nebel's Merrill Lynch Experience May 2006 - August 2006
Job Sales Analyst
Industry Marketing and Advertising
Experience
National CineMedia (NCM) May 2013 - Present
Republic of Korea- English Program in Korea August 2009 - September 2012
Charles Schwab July 2007 - July 2009
Colorado State University Engines and Energy Conversion Laboratory August 2004 - June 2007
Merrill Lynch May 2006 - August 2006
Skills
Microsoft Excel, Sales Analysis, Business Analysis, Inventory Analysis, Business Intelligence, MS Excel Pivot Tables, Revenue Forecasting, Inventory Management, Advertising, Creativity, Leadership, Asset Allocation, Bloomberg Software, PowerPoint, Previously NASD Series..., TEFL Certified, Global Business..., Language Teaching, Cultural Awareness, Critical Thinking, Mutual Funds
Education
Colorado State University 2003 — 2007
Business, Finance, 3.1
National CineMedia (NCM) May 2013 - Present
Republic of Korea- English Program in Korea August 2009 - September 2012
Charles Schwab July 2007 - July 2009
Colorado State University Engines and Energy Conversion Laboratory August 2004 - June 2007
Merrill Lynch May 2006 - August 2006
Skills
Microsoft Excel, Sales Analysis, Business Analysis, Inventory Analysis, Business Intelligence, MS Excel Pivot Tables, Revenue Forecasting, Inventory Management, Advertising, Creativity, Leadership, Asset Allocation, Bloomberg Software, PowerPoint, Previously NASD Series..., TEFL Certified, Global Business..., Language Teaching, Cultural Awareness, Critical Thinking, Mutual Funds
Education
Colorado State University 2003 — 2007
Business, Finance, 3.1
Jason Burkett, CFP®'s Merrill Lynch Experience 2006 - 2009
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS June 2009 - Present
Merrill Lynch 2006 - 2009
Reden & Anders February 2003 - April 2004
Deloitte August 2001 - February 2003
Education
Colorado State University 1999 — 2001
BS, Mathematics and Actuarial Science
Colorado School of Mines 1995 — 1997
N/A, Chemical Engineering
UBS June 2009 - Present
Merrill Lynch 2006 - 2009
Reden & Anders February 2003 - April 2004
Deloitte August 2001 - February 2003
Education
Colorado State University 1999 — 2001
BS, Mathematics and Actuarial Science
Colorado School of Mines 1995 — 1997
N/A, Chemical Engineering
Bruce Cramer, AIF® Bruce Cramer, AIF®'s Merrill Lynch Experience 1991 - 2000
Job President of Cramer Capital Management, LLC
Industry Financial Services
Experience
Cramer Capital Management LLC 2007 - Present
Northland Community Foundation December 2012 - Present
Northland Regional Chamber of Commerce January 2015 - 2015
Newhouse Domestic Shelter December 2012 - October 2014
American Diabetes Association December 2009 - December 2013
Morgan Stanley Smith Barney 2000 - 2007
Merrill Lynch 1991 - 2000
Skills
Wealth Management, Series 63, Marketing Strategy, Mutual Funds, Securities, Contract Negotiation, Strategic Financial..., Budgets, Series 7, Leadership, FINRA, Retirement Planning, Event Planning, Strategic Planning, Investments, Financial Services, Fundraising, Sales Management, Insurance, Social Media, Wealth
Education
Columbia College 1983 — 1987
Bachelor of Science, Business Administration and Management, General
Cramer Capital Management LLC 2007 - Present
Northland Community Foundation December 2012 - Present
Northland Regional Chamber of Commerce January 2015 - 2015
Newhouse Domestic Shelter December 2012 - October 2014
American Diabetes Association December 2009 - December 2013
Morgan Stanley Smith Barney 2000 - 2007
Merrill Lynch 1991 - 2000
Skills
Wealth Management, Series 63, Marketing Strategy, Mutual Funds, Securities, Contract Negotiation, Strategic Financial..., Budgets, Series 7, Leadership, FINRA, Retirement Planning, Event Planning, Strategic Planning, Investments, Financial Services, Fundraising, Sales Management, Insurance, Social Media, Wealth
Education
Columbia College 1983 — 1987
Bachelor of Science, Business Administration and Management, General
Eric Zaruba Eric Zaruba's Merrill Lynch Experience August 2008 - December 2008
Job Fidelity Investments
Industry Financial Services
Experience
J.P. Morgan April 2012 - Present
Charles Schwab & Company October 2009 - March 2012
Charles Schwab September 2009 - February 2011
Edward Jones Investments June 2009 - September 2009
Summit Investment Fund August 2008 - May 2009
Merrill Lynch August 2008 - December 2008
Ward's Landscaping, Inc May 2007 - January 2008
Erie Pre-Cast Concrete Products, Inc May 2001 - August 2006
Skills
Client Relationship..., Financial Planning, Financial Analysis
Education
Colorado State University 2005 — 2009
Business Administration, finance
J.P. Morgan April 2012 - Present
Charles Schwab & Company October 2009 - March 2012
Charles Schwab September 2009 - February 2011
Edward Jones Investments June 2009 - September 2009
Summit Investment Fund August 2008 - May 2009
Merrill Lynch August 2008 - December 2008
Ward's Landscaping, Inc May 2007 - January 2008
Erie Pre-Cast Concrete Products, Inc May 2001 - August 2006
Skills
Client Relationship..., Financial Planning, Financial Analysis
Education
Colorado State University 2005 — 2009
Business Administration, finance
Scott Brookes Scott Brookes's Merrill Lynch Experience 1997 - 2004
Job Director Retirement Plan Services at Sharkey Howes & Javer, Inc
Industry Investment Management
Experience
Sharkey Howes & Javer, Inc 2006 - Present
Merrill Lynch 1997 - 2004
INVESCO 1991 - 1997
Education
Colorado State University
The University of Texas at Austin
Sharkey Howes & Javer, Inc 2006 - Present
Merrill Lynch 1997 - 2004
INVESCO 1991 - 1997
Education
Colorado State University
The University of Texas at Austin
Jim Carr, PMP Jim Carr, PMP's Merrill Lynch Experience January 1990 - August 1994
Job President & CEO at Red Maple Retail Corners
Industry Real Estate
Experience
Red Maple Retail Corners January 2015 - Present
Vistacor, LLC October 2011 - Present
EVRP August 2010 - January 2012
Mid Atlantic Commercial Realty 2009 - 2011
QSR Concepts LLC February 2007 - December 2009
Vistacor Incorporated January 1999 - December 2009
CC Development October 1994 - October 1998
Merrill Lynch January 1990 - August 1994
Real Estate Research Associates May 1980 - January 1990
Carr-Davis 1985 - 1988
Skills
Joint Ventures, Negotiation, Market Analysis, Real Estate Development, Real Estate Investment, Real Estate, Land, Real Estate Transactions, Shopping Centers, Site Selection, Due Diligence, Investments, Leases, Corporate Real Estate, Land Acquisition, Purchase, Contract Negotiation, Appraisals, Retail, Land Development, Financial Analysis, Feasibility Studies, Entitlements, New Business Development, Mixed-use, Strategic Planning, Contract Negotiations, Valuation, Entrepreneur, Commercial Real Estate..., Location Intelligence, Entrepreneurship, Commercial Real Estate, Management, Sales, Real Estate Economics, Business Development, Strategy
Education
Old Dominion University - College of Business and Public Administration 1980 — 1984
Finance/Real Estate
Colorado Technical University 2004 — 2005
BS, Business/Project Management
Red Maple Retail Corners January 2015 - Present
Vistacor, LLC October 2011 - Present
EVRP August 2010 - January 2012
Mid Atlantic Commercial Realty 2009 - 2011
QSR Concepts LLC February 2007 - December 2009
Vistacor Incorporated January 1999 - December 2009
CC Development October 1994 - October 1998
Merrill Lynch January 1990 - August 1994
Real Estate Research Associates May 1980 - January 1990
Carr-Davis 1985 - 1988
Skills
Joint Ventures, Negotiation, Market Analysis, Real Estate Development, Real Estate Investment, Real Estate, Land, Real Estate Transactions, Shopping Centers, Site Selection, Due Diligence, Investments, Leases, Corporate Real Estate, Land Acquisition, Purchase, Contract Negotiation, Appraisals, Retail, Land Development, Financial Analysis, Feasibility Studies, Entitlements, New Business Development, Mixed-use, Strategic Planning, Contract Negotiations, Valuation, Entrepreneur, Commercial Real Estate..., Location Intelligence, Entrepreneurship, Commercial Real Estate, Management, Sales, Real Estate Economics, Business Development, Strategy
Education
Old Dominion University - College of Business and Public Administration 1980 — 1984
Finance/Real Estate
Colorado Technical University 2004 — 2005
BS, Business/Project Management
Andrew Dea's Merrill Lynch Experience 1998 - 2001
Job Regional Vice President/External Wholesaler
Industry Financial Services
Experience
Annuity Advisors 2008 - Present
Jackson National Life 2004 - 2008
Country Insurance & Financial Services 2002 - 2004
Merrill Lynch 1998 - 2001
Skills
Series 63, Fixed Annuities, Marketing Strategy, Retirement, Series 6, Retirement Planning, Wealth Management, Insurance, Financial Services
Education
Colorado State University 1998 — 2002
Bachelor of Science (BS), Business/Finance
University of Leicester 2000 — 2001
International Business Program
Annuity Advisors 2008 - Present
Jackson National Life 2004 - 2008
Country Insurance & Financial Services 2002 - 2004
Merrill Lynch 1998 - 2001
Skills
Series 63, Fixed Annuities, Marketing Strategy, Retirement, Series 6, Retirement Planning, Wealth Management, Insurance, Financial Services
Education
Colorado State University 1998 — 2002
Bachelor of Science (BS), Business/Finance
University of Leicester 2000 — 2001
International Business Program
Josh Strassburger Josh Strassburger's Merrill Lynch Experience September 2012 - June 2013
Job Business Analyst at Pason
Industry Oil & Energy
Experience
Pason November 2014 - April 2015
Unimin 2015 - 2015
Merrill Lynch September 2012 - June 2013
Purdue Pharma April 2011 - August 2011
Sterling Farms Tennis Camp May 2008 - August 2010
USTA February 2010 - May 2010
Skills
Qualitative Research, PowerPoint, Microsoft Office, Critical Thinking, Data Analysis, Social Networking, Budgets, Microsoft Word, Public Speaking, Research, Environmental Awareness, Nonprofits, Teaching, SPSS, Higher Education, Microsoft Excel, Photoshop, Time Management, Public Relations
Education
Colorado School of Mines 2014 — 2016
Master of Science (M.S.), Mineral and Energy Economics
Indiana University Bloomington 2014 — 2014
Guilford College 2010 — 2014
Bachelor of Science (B.S.), Bachelor of Arts (B.A.) Economics, Geology
Pason November 2014 - April 2015
Unimin 2015 - 2015
Merrill Lynch September 2012 - June 2013
Purdue Pharma April 2011 - August 2011
Sterling Farms Tennis Camp May 2008 - August 2010
USTA February 2010 - May 2010
Skills
Qualitative Research, PowerPoint, Microsoft Office, Critical Thinking, Data Analysis, Social Networking, Budgets, Microsoft Word, Public Speaking, Research, Environmental Awareness, Nonprofits, Teaching, SPSS, Higher Education, Microsoft Excel, Photoshop, Time Management, Public Relations
Education
Colorado School of Mines 2014 — 2016
Master of Science (M.S.), Mineral and Energy Economics
Indiana University Bloomington 2014 — 2014
Guilford College 2010 — 2014
Bachelor of Science (B.S.), Bachelor of Arts (B.A.) Economics, Geology
Joe Badt's Merrill Lynch Experience June 2004 - January 2007
Job Owner JMBWealth Management
Industry Investment Management
Experience
JMB Wealth Management January 2007 - Present
Merrill Lynch June 2004 - January 2007
SierraPine LTD September 1999 - June 2004
Weyerheauser May 1998 - September 1999
Georgia Pacific 1988 - 1998
Skills
Credit
Education
LSU Shreveport 1984 — 1988
BS, Finance
Colorado State University 1983 — 1984
JMB Wealth Management January 2007 - Present
Merrill Lynch June 2004 - January 2007
SierraPine LTD September 1999 - June 2004
Weyerheauser May 1998 - September 1999
Georgia Pacific 1988 - 1998
Skills
Credit
Education
LSU Shreveport 1984 — 1988
BS, Finance
Colorado State University 1983 — 1984
Kristine Umble's Merrill Lynch Experience April 1991 - April 1995
Job Client Account Professional
Industry Computer Software
Experience
ClientTrack January 2012 - Present
Infor February 2009 - January 2011
Bloomberg March 2000 - July 2005
Portfolio Management Consultants March 1998 - December 1999
American Fronteer Financial Corp (RAF Financial) April 1995 - April 1998
Merrill Lynch April 1991 - April 1995
Skills
Account Management, Sales, Negotiation, Financial Services, Investments, Sales Operations, Training, Selling, B2B, Cold Calling, Product Management, Salesforce.com, Customer Service, SaaS, Call Centers, Strategic Planning
Education
Colorado State University 1986 — 1990
BS
ClientTrack January 2012 - Present
Infor February 2009 - January 2011
Bloomberg March 2000 - July 2005
Portfolio Management Consultants March 1998 - December 1999
American Fronteer Financial Corp (RAF Financial) April 1995 - April 1998
Merrill Lynch April 1991 - April 1995
Skills
Account Management, Sales, Negotiation, Financial Services, Investments, Sales Operations, Training, Selling, B2B, Cold Calling, Product Management, Salesforce.com, Customer Service, SaaS, Call Centers, Strategic Planning
Education
Colorado State University 1986 — 1990
BS
Tim Lundgren's Merrill Lynch Experience May 1994 - September 1994
Job
Industry Financial Services
Experience
TIAA-CREF November 2010 - Present
US Bancorp May 2008 - December 2009
Edward Jones May 2007 - May 2008
Jackson Financial Services December 1996 - December 2006
PHH Mortgage Services August 1995 - December 1996
Merrill Lynch May 1994 - September 1994
Education
Colorado State University 1988 — 1995
BA
Grand Junction High School 1985 — 1987
TIAA-CREF November 2010 - Present
US Bancorp May 2008 - December 2009
Edward Jones May 2007 - May 2008
Jackson Financial Services December 1996 - December 2006
PHH Mortgage Services August 1995 - December 1996
Merrill Lynch May 1994 - September 1994
Education
Colorado State University 1988 — 1995
BA
Grand Junction High School 1985 — 1987
Brian Morro's Merrill Lynch Experience February 2004 - December 2009
Job Financial/Business Analyst
Industry Financial Services
Experience
Burlington Stores, Inc. January 2015 - July 2015
McGraw Hill Financial February 2014 - August 2014
TD Bank Group July 2010 - June 2013
Merrill Lynch February 2004 - December 2009
The Bank of New York April 2002 - January 2004
The Bank of New York September 1999 - March 2002
The Bank of New York September 1999 - January 2001
Travelex Global Payments February 1999 - September 1999
Skills
Financial Modeling, Portfolio Management, Investment Banking, Finance, Bloomberg, Financial Services, Access, Cash Flow, Microsoft Excel, Fixed Income, Financial Analysis, Valuation, Banking
Education
Colorado State University 2007 — 2009
MBA, Finance/Managerial Accounting, Investment Analysis, Marketing
University of Nebraska-Lincoln 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Middletown South 1991 — 1994
High School diploma
Burlington Stores, Inc. January 2015 - July 2015
McGraw Hill Financial February 2014 - August 2014
TD Bank Group July 2010 - June 2013
Merrill Lynch February 2004 - December 2009
The Bank of New York April 2002 - January 2004
The Bank of New York September 1999 - March 2002
The Bank of New York September 1999 - January 2001
Travelex Global Payments February 1999 - September 1999
Skills
Financial Modeling, Portfolio Management, Investment Banking, Finance, Bloomberg, Financial Services, Access, Cash Flow, Microsoft Excel, Fixed Income, Financial Analysis, Valuation, Banking
Education
Colorado State University 2007 — 2009
MBA, Finance/Managerial Accounting, Investment Analysis, Marketing
University of Nebraska-Lincoln 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Middletown South 1991 — 1994
High School diploma
Brad Broecker's Merrill Lynch Experience November 1998 - August 1999
Job Director Client Delivery at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
TIAA-CREF September 2013 - September 2014
TIAA-CREF August 2009 - September 2013
TIAA-CREF December 2008 - July 2009
TIAA-CREF September 2005 - December 2008
TIAA-CREF November 2004 - September 2005
JP Morgan Chase January 2004 - November 2004
TIAA-CREF October 2001 - September 2003
TIAA-CREF August 1999 - October 2001
Merrill Lynch November 1998 - August 1999
Skills
Business Analysis, Program Management, Financial Services, Mutual Funds, Leadership, Retirement, Training, Process Improvement, Strategy, Change Management, Software Documentation, Business Process..., CRM, Investments, Project Portfolio..., Risk Management, Testing
Education
Colorado State University 1993 — 1997
BSBA, Finance
TIAA-CREF October 2014 - Present
TIAA-CREF September 2013 - September 2014
TIAA-CREF August 2009 - September 2013
TIAA-CREF December 2008 - July 2009
TIAA-CREF September 2005 - December 2008
TIAA-CREF November 2004 - September 2005
JP Morgan Chase January 2004 - November 2004
TIAA-CREF October 2001 - September 2003
TIAA-CREF August 1999 - October 2001
Merrill Lynch November 1998 - August 1999
Skills
Business Analysis, Program Management, Financial Services, Mutual Funds, Leadership, Retirement, Training, Process Improvement, Strategy, Change Management, Software Documentation, Business Process..., CRM, Investments, Project Portfolio..., Risk Management, Testing
Education
Colorado State University 1993 — 1997
BSBA, Finance
James McBratney's Merrill Lynch Experience 1996 - 2005
Job Studio & OnLocation at NBC LAW & ORDER:SVU
Industry Financial Services
Experience
Universal Network Television, LLC - LAW & ORDER July 2005 - Present
Finders Keepers Marketing June 2005 - June 2008
Merrill Lynch 1996 - 2005
Natwest Bank 1994 - 1996
Skills
Change Management, Project Management
Education
Colorado Technical University 2005 — 2007
Masters, Business Managment
Saint Peter's University 1992 — 1996
BA, Business Managment
Universal Network Television, LLC - LAW & ORDER July 2005 - Present
Finders Keepers Marketing June 2005 - June 2008
Merrill Lynch 1996 - 2005
Natwest Bank 1994 - 1996
Skills
Change Management, Project Management
Education
Colorado Technical University 2005 — 2007
Masters, Business Managment
Saint Peter's University 1992 — 1996
BA, Business Managment
Brad Hablutzel, MBA, CFS's Merrill Lynch Experience May 1999 - January 2000
Job Financial Planner
Industry Financial Services
Experience
Financial Planning & Services Company June 2013 - Present
Jackson National Life Distributors LLC May 2007 - February 2013
Southland Corporation May 2003 - December 2006
Metropolitan West Securities October 2000 - February 2003
Merrill Lynch May 1999 - January 2000
Southwestern Company April 1997 - August 1998
Consumer Credit Counseling Service of Fort Collins 1996 - 1997
Skills
Mutual Funds, Fixed Annuities, Retirement, Investments, Alternative Investments, Investment Advisory, Wealth Management, 401k, Series 63, Series 6, Life Insurance, Securities, Variable Annuities, Asset Allocation, Estate Planning, Portfolio Management, Asset Management, Insurance, Retirement Planning, IRAs, Series 7, portfolio risk..., Separately Managed..., Series 65, ETFs, Indexing, Equity Indexed Annuities, Tax Mitigation, Holistic Financial..., Fiduciary
Education
Colorado State University 1995 — 2000
BSBA & MBA, General Business & Marketing
Financial Planning & Services Company June 2013 - Present
Jackson National Life Distributors LLC May 2007 - February 2013
Southland Corporation May 2003 - December 2006
Metropolitan West Securities October 2000 - February 2003
Merrill Lynch May 1999 - January 2000
Southwestern Company April 1997 - August 1998
Consumer Credit Counseling Service of Fort Collins 1996 - 1997
Skills
Mutual Funds, Fixed Annuities, Retirement, Investments, Alternative Investments, Investment Advisory, Wealth Management, 401k, Series 63, Series 6, Life Insurance, Securities, Variable Annuities, Asset Allocation, Estate Planning, Portfolio Management, Asset Management, Insurance, Retirement Planning, IRAs, Series 7, portfolio risk..., Separately Managed..., Series 65, ETFs, Indexing, Equity Indexed Annuities, Tax Mitigation, Holistic Financial..., Fiduciary
Education
Colorado State University 1995 — 2000
BSBA & MBA, General Business & Marketing
Andy Kemper's Merrill Lynch Experience January 1997 - January 2006
Job Debit Card Product Manager
Industry Financial Services
Experience
Visa April 2015 - Present
Charles Schwab January 2012 - April 2015
Bellco Credit Union January 2007 - January 2012
Fiserv ISS 2006 - 2007
Merrill Lynch January 1997 - January 2006
Skills
Six Sigma Green Belt, Six Sigma, Operations Management, Management, Process Improvement, Business Process..., Vendor Management, Portfolio Management, Credit Cards, Banking, Risk Management, Financial Services, Leadership, Customer Service, Strategic Planning, Business Analysis, Project Management, Team Building, Relationship Management
Education
Colorado State University 2012 — 2013
Bachelor's Degree, Business Management
University of Phoenix 2004 — 2007
Business Management
Red Rocks Community College
AS, Fire Science
Visa April 2015 - Present
Charles Schwab January 2012 - April 2015
Bellco Credit Union January 2007 - January 2012
Fiserv ISS 2006 - 2007
Merrill Lynch January 1997 - January 2006
Skills
Six Sigma Green Belt, Six Sigma, Operations Management, Management, Process Improvement, Business Process..., Vendor Management, Portfolio Management, Credit Cards, Banking, Risk Management, Financial Services, Leadership, Customer Service, Strategic Planning, Business Analysis, Project Management, Team Building, Relationship Management
Education
Colorado State University 2012 — 2013
Bachelor's Degree, Business Management
University of Phoenix 2004 — 2007
Business Management
Red Rocks Community College
AS, Fire Science
Rhett Bruno, CFA's Merrill Lynch Experience February 2007 - July 2011
Job Analyst at Encompass Capital
Industry Investment Management
Experience
Encompass Capital September 2013 - Present
Nexus Asset Management LLC January 2013 - September 2013
Zimmer Lucas Partners July 2011 - January 2013
Merrill Lynch February 2007 - July 2011
First Albany Capital October 2005 - February 2007
Stifel Nicolaus May 2004 - September 2005
Education
Colorado State University 1999 — 2004
Encompass Capital September 2013 - Present
Nexus Asset Management LLC January 2013 - September 2013
Zimmer Lucas Partners July 2011 - January 2013
Merrill Lynch February 2007 - July 2011
First Albany Capital October 2005 - February 2007
Stifel Nicolaus May 2004 - September 2005
Education
Colorado State University 1999 — 2004
Patty LeCompte's Merrill Lynch Experience 2006 - 2008
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock August 2010 - Present
Goldman Sachs 2009 - August 2010
Merrill Lynch 2006 - 2008
JP Morgan 2004 - 2006
Banc One Capital Markets 1999 - 2004
American National Bank 1998 - 1999
Skills
Series 7, Series 3, Series 63, Series 66, Institutional Clients, Fixed Income, Client Service, Fixed Income Products, Financial Services, Institutional..., Bonds, Securities, Alternative Investments, Asset Allocation, FINRA, Equities, Relationship Management, Client Services, Portfolio Management, Management, Mutual Funds, Investments, Sales, Uniform Combined State..., Asset Management
Education
Colorado State University 1989 — 1993
Bachelor of Science (BS), Psychology
BlackRock August 2010 - Present
Goldman Sachs 2009 - August 2010
Merrill Lynch 2006 - 2008
JP Morgan 2004 - 2006
Banc One Capital Markets 1999 - 2004
American National Bank 1998 - 1999
Skills
Series 7, Series 3, Series 63, Series 66, Institutional Clients, Fixed Income, Client Service, Fixed Income Products, Financial Services, Institutional..., Bonds, Securities, Alternative Investments, Asset Allocation, FINRA, Equities, Relationship Management, Client Services, Portfolio Management, Management, Mutual Funds, Investments, Sales, Uniform Combined State..., Asset Management
Education
Colorado State University 1989 — 1993
Bachelor of Science (BS), Psychology
Christopher Moon's Merrill Lynch Experience April 1998 - October 2008
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2014 - Present
Cantor Fitzgerald September 2010 - October 2013
SecondMarket, Inc. December 2008 - August 2010
Merrill Lynch April 1998 - October 2008
Skills
Distressed Debt, Special Situations, Sourcing, Alternative Investments, Trading, High Yield, Debt Restructuring, Hedge Funds, Capital Markets, Bankruptcy Claims, Trade Claims, Bankruptcy, CDS, Credit Derivatives, Leveraged Finance, Securities, Portfolio Management, Equities, Fixed Income, Bonds, Corporate Finance, Investments, Private Equity, Venture Capital, Private Placements, Asset Management, Investment Banking, Bloomberg, Structured Products, Financial Structuring, Options, Valuation, Series 63, Series 7, Equity Derivatives, Equity Research, Equity Trading, Securitization, Derivatives, ABS, Electronic Trading, LBO, Financial Markets
Education
Columbia College (NY) 1987 — 1991
AB, Psychology/Pre-Med
Belmont Hill School 1981 — 1987
Bank of America Merrill Lynch December 2014 - Present
Cantor Fitzgerald September 2010 - October 2013
SecondMarket, Inc. December 2008 - August 2010
Merrill Lynch April 1998 - October 2008
Skills
Distressed Debt, Special Situations, Sourcing, Alternative Investments, Trading, High Yield, Debt Restructuring, Hedge Funds, Capital Markets, Bankruptcy Claims, Trade Claims, Bankruptcy, CDS, Credit Derivatives, Leveraged Finance, Securities, Portfolio Management, Equities, Fixed Income, Bonds, Corporate Finance, Investments, Private Equity, Venture Capital, Private Placements, Asset Management, Investment Banking, Bloomberg, Structured Products, Financial Structuring, Options, Valuation, Series 63, Series 7, Equity Derivatives, Equity Research, Equity Trading, Securitization, Derivatives, ABS, Electronic Trading, LBO, Financial Markets
Education
Columbia College (NY) 1987 — 1991
AB, Psychology/Pre-Med
Belmont Hill School 1981 — 1987
Gino DiLello, CFA's Merrill Lynch Experience January 1999 - April 2001
Job Senior Vice President, Institutional Sales at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. October 2003 - Present
American Skandia June 2001 - September 2003
Merrill Lynch January 1999 - April 2001
Skills
Alternative Investments, Series 7, Equities, Asset Allocation, Series 63, Investments, Equity Research, Portfolio Management
Education
Colorado State University 1994 — 1998
D.A. Davidson & Co. October 2003 - Present
American Skandia June 2001 - September 2003
Merrill Lynch January 1999 - April 2001
Skills
Alternative Investments, Series 7, Equities, Asset Allocation, Series 63, Investments, Equity Research, Portfolio Management
Education
Colorado State University 1994 — 1998
Ivan Goskirk's Merrill Lynch Experience August 2006 - December 2006
Job Research Assistant at Colorado School of Mines
Industry Research
Experience
Colorado School of Mines January 2015 - Present
Task Force for Business and Stability Operations June 2014 - December 2014
Brown Brothers Harriman July 2012 - August 2013
Brown Brothers Harriman September 2010 - June 2012
OppenheimerFunds January 2007 - August 2010
OppenheimerFunds January 2007 - December 2007
Merrill Lynch August 2006 - December 2006
Skills
Fixed Income, Investments, Trading, Mutual Funds, Valuation, Options, Equities, Securities, Bloomberg, Alternative Investments, Investment Strategies, Financial Analysis, Financial Services, Asset Allocation, Fund Accounting, Wealth Management, Derivatives, Retirement, Investment Management, Equity Research, Financial Modeling, Bloomberg Terminal, Bonds, Economics, Energy Industry, Financial Futures, Real Estate, Economic Research, Database Design, Energy
Education
Colorado School of Mines 2014 — 2016
Master of Science (M.S.), Mineral and Energy Economics
Colorado State University 2001 — 2006
Bachelor of Arts (B.A.), Economcis
Flights Inc 2010 — 2011
Private Pilot's License, Aircraft Pilot (Private)
Colorado School of Mines January 2015 - Present
Task Force for Business and Stability Operations June 2014 - December 2014
Brown Brothers Harriman July 2012 - August 2013
Brown Brothers Harriman September 2010 - June 2012
OppenheimerFunds January 2007 - August 2010
OppenheimerFunds January 2007 - December 2007
Merrill Lynch August 2006 - December 2006
Skills
Fixed Income, Investments, Trading, Mutual Funds, Valuation, Options, Equities, Securities, Bloomberg, Alternative Investments, Investment Strategies, Financial Analysis, Financial Services, Asset Allocation, Fund Accounting, Wealth Management, Derivatives, Retirement, Investment Management, Equity Research, Financial Modeling, Bloomberg Terminal, Bonds, Economics, Energy Industry, Financial Futures, Real Estate, Economic Research, Database Design, Energy
Education
Colorado School of Mines 2014 — 2016
Master of Science (M.S.), Mineral and Energy Economics
Colorado State University 2001 — 2006
Bachelor of Arts (B.A.), Economcis
Flights Inc 2010 — 2011
Private Pilot's License, Aircraft Pilot (Private)
Janet Tully's Merrill Lynch Experience February 1990 - May 2000
Job Sr. Manager, Service Management at CenturyLink Global Markets
Industry Information Technology and Services
Experience
CenturyLink Business for Enterprise January 2012 - Present
CenturyLink May 2000 - January 2012
Merrill Lynch February 1990 - May 2000
Skills
Data Center, Process Improvement, Telecommunications, Leadership, VoIP, Team Leadership, Project Management, IP, MPLS, Program Management, Managed Services, Co-location, Service Management, Integration, Enterprise Software, Management, Service Delivery, IT Service Management, Outsourcing, Change Management, IT Outsourcing, Call Centers, Cloud Computing, Product Management, WAN, CRM, Vendor Management, Professional Services, Problem Management, ITIL, Strategy, Solution Selling, Disaster Recovery, Ethernet, SaaS, IT Management, Team Management, Network Design, Customer Experience, Network Architecture, Unified Communications
Education
Colorado State University 1985 — 1989
Bachelor of Arts, Public Relations/Journalism
CenturyLink Business for Enterprise January 2012 - Present
CenturyLink May 2000 - January 2012
Merrill Lynch February 1990 - May 2000
Skills
Data Center, Process Improvement, Telecommunications, Leadership, VoIP, Team Leadership, Project Management, IP, MPLS, Program Management, Managed Services, Co-location, Service Management, Integration, Enterprise Software, Management, Service Delivery, IT Service Management, Outsourcing, Change Management, IT Outsourcing, Call Centers, Cloud Computing, Product Management, WAN, CRM, Vendor Management, Professional Services, Problem Management, ITIL, Strategy, Solution Selling, Disaster Recovery, Ethernet, SaaS, IT Management, Team Management, Network Design, Customer Experience, Network Architecture, Unified Communications
Education
Colorado State University 1985 — 1989
Bachelor of Arts, Public Relations/Journalism
Dylan Cope's Merrill Lynch Experience January 2011 - October 2012
Job Area Manager, Tulco Oils
Industry Oil & Energy
Experience
Tulco Oils Inc November 2012 - Present
Merrill Lynch January 2011 - October 2012
Charles Schwab May 2007 - December 2010
Colorado Woodworks May 2001 - May 2007
Skills
Equities, Finance, Sales, Series 7, Capital Markets, Valuation, Risk Management, Securities, Investments, Financial Modeling, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence, Equity Research, Mutual Funds, Alternative Investments
Education
Colorado State University 2000 — 2005
BS, Finance
Tulco Oils Inc November 2012 - Present
Merrill Lynch January 2011 - October 2012
Charles Schwab May 2007 - December 2010
Colorado Woodworks May 2001 - May 2007
Skills
Equities, Finance, Sales, Series 7, Capital Markets, Valuation, Risk Management, Securities, Investments, Financial Modeling, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence, Equity Research, Mutual Funds, Alternative Investments
Education
Colorado State University 2000 — 2005
BS, Finance
Pete Lovell's Merrill Lynch Experience 1991 - 1993
Job Independent Investor
Industry Financial Services
Experience
Independent Investor August 2015 - Present
FTN Capital Management May 2014 - August 2015
Maurer and Associates August 2005 - April 2006
The Upper Deck Company / Northwoods Investors May 2004 - May 2005
Invesco Funds Group January 1994 - June 2003
Merrill Lynch 1991 - 1993
United States Marine Corps October 1987 - May 1991
Skills
Investments, Equities, Mutual Funds, Asset Management, Asset Allocation, Hedge Funds, Portfolio Management, Fixed Income, Mergers & Acquisitions, Restructuring, Finance, Securities, Real Estate
Education
Regis University
Master of Business Administration (M.B.A.), Concentration in Finance and Accounting
Colorado State University
Bachelor's Degree, Communication and Media Studies
Independent Investor August 2015 - Present
FTN Capital Management May 2014 - August 2015
Maurer and Associates August 2005 - April 2006
The Upper Deck Company / Northwoods Investors May 2004 - May 2005
Invesco Funds Group January 1994 - June 2003
Merrill Lynch 1991 - 1993
United States Marine Corps October 1987 - May 1991
Skills
Investments, Equities, Mutual Funds, Asset Management, Asset Allocation, Hedge Funds, Portfolio Management, Fixed Income, Mergers & Acquisitions, Restructuring, Finance, Securities, Real Estate
Education
Regis University
Master of Business Administration (M.B.A.), Concentration in Finance and Accounting
Colorado State University
Bachelor's Degree, Communication and Media Studies
Patrick Swesey, AWM's Merrill Lynch Experience May 1990 - September 1999
Job First Vice President – Branch Director, Financial Advisor, International, Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 1999 - Present
Merrill Lynch May 1990 - September 1999
Education
Colorado State University 1973 — 1978
RBC Wealth Management September 1999 - Present
Merrill Lynch May 1990 - September 1999
Education
Colorado State University 1973 — 1978
Carl Patty's Merrill Lynch Experience February 2000 - July 2006
Job Supervisor, Client Services at The Newport Group
Industry Financial Services
Experience
The Newport Group August 2013 - Present
The Newport Group November 2011 - August 2013
The Standard April 2010 - November 2011
The Standard July 2006 - April 2010
Merrill Lynch February 2000 - July 2006
Skills
Pensions, Client Services, 401k, Account Management, Customer Relations, Investments, Series 7, Employee Benefits, Process Improvement, Mutual Funds, Defined Benefit, Series 6, Series 63, Retirement, Retirement Planning, Financial Services, Management, Insurance, Relationship Management, Wealth Management, Defined Contribution, ERISA, Customer Service, Asset Allocation
Education
Colorado State University 1992 — 1997
B.S., Business Administration
Colorado State University 1992 — 1997
Bachelor of Science (B.S.), Finance, General
The Newport Group August 2013 - Present
The Newport Group November 2011 - August 2013
The Standard April 2010 - November 2011
The Standard July 2006 - April 2010
Merrill Lynch February 2000 - July 2006
Skills
Pensions, Client Services, 401k, Account Management, Customer Relations, Investments, Series 7, Employee Benefits, Process Improvement, Mutual Funds, Defined Benefit, Series 6, Series 63, Retirement, Retirement Planning, Financial Services, Management, Insurance, Relationship Management, Wealth Management, Defined Contribution, ERISA, Customer Service, Asset Allocation
Education
Colorado State University 1992 — 1997
B.S., Business Administration
Colorado State University 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Michael Flook's Merrill Lynch Experience 1989 - 1998
Job Treasurer, Hartford Funds
Industry Investment Management
Experience
Hartford Funds November 2014 - Present
UBS Global Asset Management 2006 - October 2014
The Reserve Funds 2005 - 2006
PFPC 2000 - 2004
SEI 1998 - 2000
Merrill Lynch 1989 - 1998
Skills
Derivatives, Fund Accounting, Valuation, Fund Administration, Board Reporting, Internal Controls, Investment Management, Finance, Fund Of Funds, Mutual Funds, Fixed Income, Bloomberg, Equities, Alternative Investments, Securities
Education
Colorado State University
Hartford Funds November 2014 - Present
UBS Global Asset Management 2006 - October 2014
The Reserve Funds 2005 - 2006
PFPC 2000 - 2004
SEI 1998 - 2000
Merrill Lynch 1989 - 1998
Skills
Derivatives, Fund Accounting, Valuation, Fund Administration, Board Reporting, Internal Controls, Investment Management, Finance, Fund Of Funds, Mutual Funds, Fixed Income, Bloomberg, Equities, Alternative Investments, Securities
Education
Colorado State University
Davis Henely's Merrill Lynch Experience 2000 - 2004
Job Production DBA at Learning.com
Industry Financial Services
Experience
Learning.com January 2011 - Present
BerHen, LLC 2010 - Present
Platt Electric June 2009 - January 2011
DocuTech October 2008 - April 2009
Lime Financial 2004 - 2009
Lime Financial Services, Ltd. December 2005 - October 2008
Wilshire Credit Corporation September 2000 - December 2005
Merrill Lynch 2000 - 2004
Synergy Computer Consulting September 1998 - August 2000
Skills
Microsoft SQL Server, SQL, IIS, T-SQL, ASP.NET, C#, Database Design, Database Administration, Visual Studio, JavaScript, Troubleshooting, Software Documentation, XML, .NET
Education
Oakland University 1996 — 1998
Computer Science
Colorado State University 1985 — 1988
Computer Science
Learning.com January 2011 - Present
BerHen, LLC 2010 - Present
Platt Electric June 2009 - January 2011
DocuTech October 2008 - April 2009
Lime Financial 2004 - 2009
Lime Financial Services, Ltd. December 2005 - October 2008
Wilshire Credit Corporation September 2000 - December 2005
Merrill Lynch 2000 - 2004
Synergy Computer Consulting September 1998 - August 2000
Skills
Microsoft SQL Server, SQL, IIS, T-SQL, ASP.NET, C#, Database Design, Database Administration, Visual Studio, JavaScript, Troubleshooting, Software Documentation, XML, .NET
Education
Oakland University 1996 — 1998
Computer Science
Colorado State University 1985 — 1988
Computer Science
Gale (Blackburn) Purvis's Merrill Lynch Experience October 1992 - March 1998
Job Senior Automation Engineer at Comcast
Industry Telecommunications
Experience
Comcast June 2002 - Present
TeleTech February 2000 - May 2000
Quark 1998 - 2000
Merrill Lynch October 1992 - March 1998
Skills
QTP, Quality Center, VBScript, Selenium, SoapUI, Unix, SQL, LoadRunner, Java, SDLC, Scrum, JUnit, Agile & Waterfall..., Ranorex, Eggplant, Sikuli, Rally, OBIEE 11g, JIRA, Web Services, Oracle, HP Quality Center
Education
University of Denver 1996 — 1998
Masters of Telecommunications, Computer Science
Colorado State University 1988 — 1991
BS, Economics
Comcast June 2002 - Present
TeleTech February 2000 - May 2000
Quark 1998 - 2000
Merrill Lynch October 1992 - March 1998
Skills
QTP, Quality Center, VBScript, Selenium, SoapUI, Unix, SQL, LoadRunner, Java, SDLC, Scrum, JUnit, Agile & Waterfall..., Ranorex, Eggplant, Sikuli, Rally, OBIEE 11g, JIRA, Web Services, Oracle, HP Quality Center
Education
University of Denver 1996 — 1998
Masters of Telecommunications, Computer Science
Colorado State University 1988 — 1991
BS, Economics
Bill Sandsmark's Merrill Lynch Experience 1982 - 1987
Job Vice President at Roehl Corporation
Industry Food & Beverages
Experience
Roehl Corporation 1989 - Present
Wachovia Securities Financial Network 1987 - 1989
Merrill Lynch 1982 - 1987
Skills
Forecasting, Strategic Planning, Marketing Strategy, Sales Management, New Business Development, Account Management, Cross-functional Team..., Marketing
Education
Colorado State University 1978 — 1982
Business Administration, Marketing
Roehl Corporation 1989 - Present
Wachovia Securities Financial Network 1987 - 1989
Merrill Lynch 1982 - 1987
Skills
Forecasting, Strategic Planning, Marketing Strategy, Sales Management, New Business Development, Account Management, Cross-functional Team..., Marketing
Education
Colorado State University 1978 — 1982
Business Administration, Marketing
Steve Gillingham's Merrill Lynch Experience July 2007 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2007 - Present
Merrill Lynch June 1999 - July 2007
Wright Computer Group June 1998 - June 1999
Mcloed USA May 1997 - June 1998
Skills
Investments, Wealth Management, Marketing, Series 7, Trading, Banking, Marketing Strategy, Microsoft Office, Property Management, IT Service Management
Education
Colorado State University 1992 — 1996
Bachelor of Science, Marketing
Merrill Lynch July 2007 - Present
Merrill Lynch June 1999 - July 2007
Wright Computer Group June 1998 - June 1999
Mcloed USA May 1997 - June 1998
Skills
Investments, Wealth Management, Marketing, Series 7, Trading, Banking, Marketing Strategy, Microsoft Office, Property Management, IT Service Management
Education
Colorado State University 1992 — 1996
Bachelor of Science, Marketing
Manuel Angeles's Merrill Lynch Experience 1989 - 1994
Job Vice President, Public Finance Relationship Management at Moody's Investors Service
Industry Investment Banking
Experience
Moody's Investors Service May 2015 - Present
CastleOak Securities, L.P. July 2012 - January 2014
Raymond James November 2009 - April 2012
DEPFA First Albany Securities 2004 - 2009
Lamont Financial Services Corporation 2002 - 2004
PricewaterhouseCoopers Securities 2001 - 2002
Lehman Brothers 1997 - 2001
Merrill Lynch 1989 - 1994
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Columbia College (NY) 1980 — 1984
BA, Computer Science
Moody's Investors Service May 2015 - Present
CastleOak Securities, L.P. July 2012 - January 2014
Raymond James November 2009 - April 2012
DEPFA First Albany Securities 2004 - 2009
Lamont Financial Services Corporation 2002 - 2004
PricewaterhouseCoopers Securities 2001 - 2002
Lehman Brothers 1997 - 2001
Merrill Lynch 1989 - 1994
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Columbia College (NY) 1980 — 1984
BA, Computer Science
Andrew Graves's Merrill Lynch Experience March 1999 - October 2001
Job Project Manager Scrum Master at Comcast
Industry Information Technology and Services
Experience
Comcast July 2015 - Present
Charter Communications September 2014 - May 2015
Charter Communications January 2013 - August 2014
Comcast July 2011 - December 2012
Cricket Wireless June 2010 - June 2011
Delifood Spain October 2007 - May 2010
OptiFrame Software 2006 - 2007
First Horizon Merchant Services 2002 - 2006
Merrill Lynch March 1999 - October 2001
Skills
Business Analysis, Process Improvement, SDLC, Requirements Gathering, Requirements Analysis, Integration, Vendor Management, Business Process, Program Management, Visio, Business Process..., Software Project..., SharePoint, Cross-functional Team..., Agile Methodologies, Product Management, Mobile Applications, Team Management, Project Portfolio..., Project Management, Team Leadership, Consulting, Management, Telecommunications, CRM, Leadership
Education
University of Denver 2001 — 2002
M.S.
Colorado State University 1995 — 1997
B.S. Business Administration
Comcast July 2015 - Present
Charter Communications September 2014 - May 2015
Charter Communications January 2013 - August 2014
Comcast July 2011 - December 2012
Cricket Wireless June 2010 - June 2011
Delifood Spain October 2007 - May 2010
OptiFrame Software 2006 - 2007
First Horizon Merchant Services 2002 - 2006
Merrill Lynch March 1999 - October 2001
Skills
Business Analysis, Process Improvement, SDLC, Requirements Gathering, Requirements Analysis, Integration, Vendor Management, Business Process, Program Management, Visio, Business Process..., Software Project..., SharePoint, Cross-functional Team..., Agile Methodologies, Product Management, Mobile Applications, Team Management, Project Portfolio..., Project Management, Team Leadership, Consulting, Management, Telecommunications, CRM, Leadership
Education
University of Denver 2001 — 2002
M.S.
Colorado State University 1995 — 1997
B.S. Business Administration
Glenn Dornsife's Merrill Lynch Experience May 1976 - August 1990
Job First Vice President, Investments/Wealth Management Specialist at Raymond James
Industry Financial Services
Experience
Raymond James May 2003 - Present
Smith Barney August 1990 - October 2000
Merrill Lynch May 1976 - August 1990
US Army May 1969 - June 1975
Skills
Wealth Management, Portfolio Management, Retirement Planning, Investments, Securities, Finance, Asset Management, Financial Analysis, Financial Advisory, Mutual Funds, Series 7, Financial Services
Education
The University of Texas at Arlington 1975 — 1976
Business
Colorado State University 1965 — 1969
BS, Political Science, Psychology
Raymond James May 2003 - Present
Smith Barney August 1990 - October 2000
Merrill Lynch May 1976 - August 1990
US Army May 1969 - June 1975
Skills
Wealth Management, Portfolio Management, Retirement Planning, Investments, Securities, Finance, Asset Management, Financial Analysis, Financial Advisory, Mutual Funds, Series 7, Financial Services
Education
The University of Texas at Arlington 1975 — 1976
Business
Colorado State University 1965 — 1969
BS, Political Science, Psychology
Don La Piana's Merrill Lynch Experience 2000 - 2009
Job Institutional Investments at Credit Suisse
Industry Financial Services
Experience
Cantor Fitzgerald June 2009 - December 2014
Merrill Lynch 2000 - 2009
UMB Bank 1994 - 2000
Cargill March 1983 - August 1994
Skills
Series 7, Equities, Capital Markets, Derivatives, Trading, Investment Banking, Risk Management, FX Options, Fixed Income, Asset Management, Bonds, Options, Financial Risk, Structured Finance, Series 63, Securities, Hedge Funds
Education
Colorado State University
Michigan Technological University
Cantor Fitzgerald June 2009 - December 2014
Merrill Lynch 2000 - 2009
UMB Bank 1994 - 2000
Cargill March 1983 - August 1994
Skills
Series 7, Equities, Capital Markets, Derivatives, Trading, Investment Banking, Risk Management, FX Options, Fixed Income, Asset Management, Bonds, Options, Financial Risk, Structured Finance, Series 63, Securities, Hedge Funds
Education
Colorado State University
Michigan Technological University
Brad Dzurovchin's Merrill Lynch Experience 2008 - 2009
Job National Account Manager at GreatWest Life and Annuity Insurance Company
Industry Financial Services
Experience
Great-West Life and Annuity Insurance Company July 2010 - Present
Merrill Lynch 2008 - 2009
Merrill Lynch 2007 - 2008
Merrill Lynch 2005 - 2007
Merrill Lynch 2001 - 2005
Merrill Lynch 1999 - 2001
Merrill Lynch 1997 - 1999
Skills
Customer Satisfaction, CRM
Education
Colorado State University 1992 — 1996
Bachelor of Science, Marketing
Great-West Life and Annuity Insurance Company July 2010 - Present
Merrill Lynch 2008 - 2009
Merrill Lynch 2007 - 2008
Merrill Lynch 2005 - 2007
Merrill Lynch 2001 - 2005
Merrill Lynch 1999 - 2001
Merrill Lynch 1997 - 1999
Skills
Customer Satisfaction, CRM
Education
Colorado State University 1992 — 1996
Bachelor of Science, Marketing
Rhys Willoughby's Merrill Lynch Experience September 2008 - December 2008
Job Tax Consultant at Internal Revenue Service
Industry Research
Experience
Internal Revenue Service August 2010 - Present
Americorp September 2009 - October 2011
Apple Retail November 2009 - February 2011
CSU Summit Student Investment Fund August 2008 - May 2009
Central Receiving October 2006 - May 2009
Merrill Lynch September 2008 - December 2008
Colorado State University, Residential Hall Association August 2007 - May 2008
Driehaus Capital Management May 2007 - July 2007
Skills
Research, Budgets, Analysis, Customer Service, Financial Analysis, Investments, Management, Leadership, Finance, Equities, PowerPoint, Financial Reporting, Microsoft Excel, Microsoft Office, Time Management
Education
Colorado State University 2005 — 2009
Business Administration, Finance, Economics
Evergreen High
Internal Revenue Service August 2010 - Present
Americorp September 2009 - October 2011
Apple Retail November 2009 - February 2011
CSU Summit Student Investment Fund August 2008 - May 2009
Central Receiving October 2006 - May 2009
Merrill Lynch September 2008 - December 2008
Colorado State University, Residential Hall Association August 2007 - May 2008
Driehaus Capital Management May 2007 - July 2007
Skills
Research, Budgets, Analysis, Customer Service, Financial Analysis, Investments, Management, Leadership, Finance, Equities, PowerPoint, Financial Reporting, Microsoft Excel, Microsoft Office, Time Management
Education
Colorado State University 2005 — 2009
Business Administration, Finance, Economics
Evergreen High
W.F. Newhall III's Merrill Lynch Experience 1989 - 1993
Job Sales Support Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2007 - Present
A.G. Edwards 2004 - 2007
Pioneer Investments 2002 - 2004
Fidelity Investments 1993 - 2002
Fidelity Investments 1996 - 1998
Merrill Lynch 1989 - 1993
Home Fitness Studio/Concept 90 1987 - 1989
Springfield College September 1985 - May 1987
Town of Swampscott September 1983 - June 1984
Young World September 1982 - June 1983
Skills
Series 63, Series 7, Series 9, 401k, Retirement, Mutual Funds, Fixed Annuities, Securities, Sales Management, Sales, Asset Managment, Insurance, Investment Strategies, Investment Advisory, MA Certified PE teacher..., Retirement Planning, Series 6, Asset Management, New Business Development, Business Development, Wealth Management, FINRA, Portfolio Management, Loans, Variable Annuities, Mortgage Lending, Financial Services, Hedge Funds, Series 65, Asset Allocation, IRAs, Financial Advisory, Qualified Retirement..., ETFs, Separately Managed..., Series 24, Alternative Investments, Wealth, Investment Management, Wealth Management..., Estate Planning, Relationship Management, Equities, Bonds, Strategic Financial..., Defined Contribution, Pensions, Uniform Combined State..., Leadership, Long-term Care
Education
Colorado State University 1980 — 1983
M. Ed., Physical Education
Springfield College 1976 — 1980
BS, Physical Education
Swampscott High School 1972 — 1976
Diploma
MassMutual Financial Group August 2007 - Present
A.G. Edwards 2004 - 2007
Pioneer Investments 2002 - 2004
Fidelity Investments 1993 - 2002
Fidelity Investments 1996 - 1998
Merrill Lynch 1989 - 1993
Home Fitness Studio/Concept 90 1987 - 1989
Springfield College September 1985 - May 1987
Town of Swampscott September 1983 - June 1984
Young World September 1982 - June 1983
Skills
Series 63, Series 7, Series 9, 401k, Retirement, Mutual Funds, Fixed Annuities, Securities, Sales Management, Sales, Asset Managment, Insurance, Investment Strategies, Investment Advisory, MA Certified PE teacher..., Retirement Planning, Series 6, Asset Management, New Business Development, Business Development, Wealth Management, FINRA, Portfolio Management, Loans, Variable Annuities, Mortgage Lending, Financial Services, Hedge Funds, Series 65, Asset Allocation, IRAs, Financial Advisory, Qualified Retirement..., ETFs, Separately Managed..., Series 24, Alternative Investments, Wealth, Investment Management, Wealth Management..., Estate Planning, Relationship Management, Equities, Bonds, Strategic Financial..., Defined Contribution, Pensions, Uniform Combined State..., Leadership, Long-term Care
Education
Colorado State University 1980 — 1983
M. Ed., Physical Education
Springfield College 1976 — 1980
BS, Physical Education
Swampscott High School 1972 — 1976
Diploma
Robin Feiler Collins's Merrill Lynch Experience May 1996 - August 2002
Job Retirement Plan Consultant
Industry Financial Services
Experience
Home October 2010 - Present
The Standard October 2008 - October 2010
Strategies, LLC December 2007 - October 2008
Lockton Companies of Colorado September 2006 - November 2007
Great-West Retirement Services August 2002 - September 2006
Merrill Lynch May 1996 - August 2002
Education
Colorado State University 1992 — 1996
Bachelors - Business/Finance
Home October 2010 - Present
The Standard October 2008 - October 2010
Strategies, LLC December 2007 - October 2008
Lockton Companies of Colorado September 2006 - November 2007
Great-West Retirement Services August 2002 - September 2006
Merrill Lynch May 1996 - August 2002
Education
Colorado State University 1992 — 1996
Bachelors - Business/Finance
Steve Doane's Merrill Lynch Experience July 2001 - August 2001
Job Computer Software Professional
Industry Computer Software
Experience
Air Products August 2009 - February 2010
Public Sector Partners April 2009 - June 2009
Babcock Power Inc January 2009 - March 2009
CIT December 2006 - December 2008
Taylored Services Inc March 2002 - October 2006
Merrill Lynch July 2001 - August 2001
American Finance Center (AFC), Sony Corporation of America (SCA) December 2000 - June 2001
Donaldson, Lufkin & Jenrette (DLJ) Asset Management July 2000 - November 2000
AGFA Inc August 1999 - June 2000
USAF August 1981 - June 1999
Education
Colorado Technical University 2006 — 2007
BS, Software Engineering
Air Products August 2009 - February 2010
Public Sector Partners April 2009 - June 2009
Babcock Power Inc January 2009 - March 2009
CIT December 2006 - December 2008
Taylored Services Inc March 2002 - October 2006
Merrill Lynch July 2001 - August 2001
American Finance Center (AFC), Sony Corporation of America (SCA) December 2000 - June 2001
Donaldson, Lufkin & Jenrette (DLJ) Asset Management July 2000 - November 2000
AGFA Inc August 1999 - June 2000
USAF August 1981 - June 1999
Education
Colorado Technical University 2006 — 2007
BS, Software Engineering
Marcel TenBerge's Merrill Lynch Experience May 2013 - Present
Job Market Executive Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
Merrill Lynch January 2011 - May 2013
Merrill Lynch April 2009 - December 2010
Merrill Lynch March 2008 - April 2009
Merrill Lynch April 2005 - March 2008
Morgan Stanley May 2001 - April 2005
European Basketball League August 1996 - May 2001
Skills
Management, Financial Markets, Leadership, Private Equity, Wealth Management, Strategic Planning, Investment Banking, Credit, Estate Planning, Series 63, Portfolio Management, Due Diligence, Mergers & Acquisitions, Strategy, Investments, Mortgage Lending, Banking, 401k, Bonds, Mutual Funds, Series 7, Fixed Annuities, Asset Allocation, Risk Management, Retirement Planning, Uniform Combined State..., Strategic Financial..., Customer Service, Fixed Income, Business Development, Finance, Equities, Microsoft Excel, Public Speaking
Education
Northern Arizona University 1992 — 1996
Bachelor of Science (BS) - Business Administration, Finance
Colorado State University 1991 — 1992
Business Administration and Management, General
Merrill Lynch May 2013 - Present
Merrill Lynch January 2011 - May 2013
Merrill Lynch April 2009 - December 2010
Merrill Lynch March 2008 - April 2009
Merrill Lynch April 2005 - March 2008
Morgan Stanley May 2001 - April 2005
European Basketball League August 1996 - May 2001
Skills
Management, Financial Markets, Leadership, Private Equity, Wealth Management, Strategic Planning, Investment Banking, Credit, Estate Planning, Series 63, Portfolio Management, Due Diligence, Mergers & Acquisitions, Strategy, Investments, Mortgage Lending, Banking, 401k, Bonds, Mutual Funds, Series 7, Fixed Annuities, Asset Allocation, Risk Management, Retirement Planning, Uniform Combined State..., Strategic Financial..., Customer Service, Fixed Income, Business Development, Finance, Equities, Microsoft Excel, Public Speaking
Education
Northern Arizona University 1992 — 1996
Bachelor of Science (BS) - Business Administration, Finance
Colorado State University 1991 — 1992
Business Administration and Management, General
Kimberly Silvati's Merrill Lynch Experience September 2014 - Present
Job Merrill Lynch
Industry Consumer Services
Experience
Merrill Lynch September 2014 - Present
Allstate May 2013 - May 2014
Cincinnati Playhouse in the Park September 2011 - January 2012
Public Library of Cincinnati and Hamilton County October 2004 - July 2007
Indian Hill Schools September 2003 - June 2004
Skills
Microsoft Office, Teaching English, Sales, Administration, Access, Advertising, Data Entry, Writing, Creative Writing, Blogging, PowerPoint, Word, Social Media, Public Relations, Community Outreach, Library, Non-profits, Library Instruction, Library Science, Social Networking, Teamwork, Facebook, Circulation, Creative Problem Solving, Fundraising, Nonprofits, Marketing, Collection Development, Information Literacy, Interlibrary Loan, Marketing Communications, Tutoring, Social Media Marketing, Public Speaking, Libraries
Education
Xavier University 2000 — 2003
Master's degree, Education
Colorado State University-Pueblo 1985 — 1988
Bachelor of Science, Mass Communications/Advertising
Merrill Lynch September 2014 - Present
Allstate May 2013 - May 2014
Cincinnati Playhouse in the Park September 2011 - January 2012
Public Library of Cincinnati and Hamilton County October 2004 - July 2007
Indian Hill Schools September 2003 - June 2004
Skills
Microsoft Office, Teaching English, Sales, Administration, Access, Advertising, Data Entry, Writing, Creative Writing, Blogging, PowerPoint, Word, Social Media, Public Relations, Community Outreach, Library, Non-profits, Library Instruction, Library Science, Social Networking, Teamwork, Facebook, Circulation, Creative Problem Solving, Fundraising, Nonprofits, Marketing, Collection Development, Information Literacy, Interlibrary Loan, Marketing Communications, Tutoring, Social Media Marketing, Public Speaking, Libraries
Education
Xavier University 2000 — 2003
Master's degree, Education
Colorado State University-Pueblo 1985 — 1988
Bachelor of Science, Mass Communications/Advertising
Robert Ozello's Merrill Lynch Experience 2000 - 2003
Job Trader at Navpoint LLC
Industry Financial Services
Experience
Range Global LLC March 2011 - Present
Summit Securities Group November 2009 - September 2010
SunTrust Robinson Humphrey 2003 - 2009
Merrill Lynch 2000 - 2003
PaineWebber 1993 - 2000
Sherwood Securities 1990 - 1993
Education
Columbia College (NY) 1985 — 1989
BS, Economics
Range Global LLC March 2011 - Present
Summit Securities Group November 2009 - September 2010
SunTrust Robinson Humphrey 2003 - 2009
Merrill Lynch 2000 - 2003
PaineWebber 1993 - 2000
Sherwood Securities 1990 - 1993
Education
Columbia College (NY) 1985 — 1989
BS, Economics
Rachel Fitzpatrick's Merrill Lynch Experience September 2010 - Present
Job Structured Credit Executive at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
MERRILL LYNCH/BANK OF AMERICA March 2002 - May 2011
MERRILL LYNCH/BANK OF AMERICA May 1996 - March 2002
Education
Colorado State University
Certificate, Project Management
University of Phoenix
Bachelor's of Science Degree, Business Management
Webster University
Master's Degree, Business Administration
Merrill Lynch September 2010 - Present
MERRILL LYNCH/BANK OF AMERICA March 2002 - May 2011
MERRILL LYNCH/BANK OF AMERICA May 1996 - March 2002
Education
Colorado State University
Certificate, Project Management
University of Phoenix
Bachelor's of Science Degree, Business Management
Webster University
Master's Degree, Business Administration
Kristopher R. Taubald's Merrill Lynch Experience January 2000 - April 2004
Job Financial Consultant at The Falcon Financial Group, LLC
Industry Financial Services
Experience
The Falcon Financial Group, LLC September 2013 - Present
Barclays Capital April 2004 - September 2013
Merrill Lynch January 2000 - April 2004
Skills
Fixed Income, Bloomberg, Bonds, Series 7, Middle Office, Trading, Electronic Trading, Back Office, Capital Markets, Series 63, Life Insurance, Health Insurance, Investment Banking, Trading Systems, series 66, Derivatives, Equities, Finance
Education
Colorado State University
BA, Economics
Whippany Park
The Falcon Financial Group, LLC September 2013 - Present
Barclays Capital April 2004 - September 2013
Merrill Lynch January 2000 - April 2004
Skills
Fixed Income, Bloomberg, Bonds, Series 7, Middle Office, Trading, Electronic Trading, Back Office, Capital Markets, Series 63, Life Insurance, Health Insurance, Investment Banking, Trading Systems, series 66, Derivatives, Equities, Finance
Education
Colorado State University
BA, Economics
Whippany Park
Heather Pankratz's Merrill Lynch Experience December 1996 - May 2002
Job Team Leader & Beauty Consultant with Mary Kay Cosmetics
Industry Cosmetics
Experience
Mary Kay Inc. June 2007 - Present
Morgan Stanley Smith Barney January 2011 - July 2012
Thrivent Financial for Lutherans April 2009 - December 2010
Janiczek & Company, Ltd. January 2003 - March 2007
Merrill Lynch December 1996 - May 2002
Skills
Workshops, Series 7, Skin Care, Cosmetics, Gifts, Financial Services, Fragrance, Glamour, Beauty Industry, Marketing, Customer Service, Direct Sales, Makeovers, Microsoft Office, Sales, Marketing Strategy, Parties, Small Business, Finance, Insurance, Bridal Showers, Event Planning, Retail, Trade Shows, Training, Leadership, Healthcare, Account Management, Team Building, Project Planning, Coaching, Social Networking, Microsoft Excel, Salesforce.com, Recruiting, Inventory Management, Management, Leadership Development, Team Leadership, Public Speaking
Education
Colorado State University 1989 — 1993
BS, Exercise and Sport Science
Mary Kay Inc. June 2007 - Present
Morgan Stanley Smith Barney January 2011 - July 2012
Thrivent Financial for Lutherans April 2009 - December 2010
Janiczek & Company, Ltd. January 2003 - March 2007
Merrill Lynch December 1996 - May 2002
Skills
Workshops, Series 7, Skin Care, Cosmetics, Gifts, Financial Services, Fragrance, Glamour, Beauty Industry, Marketing, Customer Service, Direct Sales, Makeovers, Microsoft Office, Sales, Marketing Strategy, Parties, Small Business, Finance, Insurance, Bridal Showers, Event Planning, Retail, Trade Shows, Training, Leadership, Healthcare, Account Management, Team Building, Project Planning, Coaching, Social Networking, Microsoft Excel, Salesforce.com, Recruiting, Inventory Management, Management, Leadership Development, Team Leadership, Public Speaking
Education
Colorado State University 1989 — 1993
BS, Exercise and Sport Science
Charles Jurica's Merrill Lynch Experience January 2010 - November 2010
Job Software Developer
Industry Information Technology and Services
Experience
UPS October 2005 - Present
Shooters Online March 2011 - May 2014
Unitrin Data Systems November 2010 - March 2011
Merrill Lynch January 2010 - November 2010
Taylor Bean January 2009 - August 2009
Skills
Active Directory, Microsoft SQL Server, Computer Hardware, Programming, Databases, Access, Windows, SharePoint, Windows Server, Visual Basic, ASP.NET, Microsoft Exchange, SQL, XP, Disaster Recovery, TCP/IP, Process Improvement, Troubleshooting, Operating Systems, Technical Support, System Administration, Visio, Servers, Windows 7, Software Installation, VMware, Unix, C#, Software Documentation, Network Administration, Windows XP
Education
Colorado Technical University 2014 — 2016
Master’s Degree, Computer Science
Jones College 2005 — 2009
Bachelors, Computer Information Systems
UPS October 2005 - Present
Shooters Online March 2011 - May 2014
Unitrin Data Systems November 2010 - March 2011
Merrill Lynch January 2010 - November 2010
Taylor Bean January 2009 - August 2009
Skills
Active Directory, Microsoft SQL Server, Computer Hardware, Programming, Databases, Access, Windows, SharePoint, Windows Server, Visual Basic, ASP.NET, Microsoft Exchange, SQL, XP, Disaster Recovery, TCP/IP, Process Improvement, Troubleshooting, Operating Systems, Technical Support, System Administration, Visio, Servers, Windows 7, Software Installation, VMware, Unix, C#, Software Documentation, Network Administration, Windows XP
Education
Colorado Technical University 2014 — 2016
Master’s Degree, Computer Science
Jones College 2005 — 2009
Bachelors, Computer Information Systems
Holly Parnell Thompson's Merrill Lynch Experience June 2003 - Present
Job Wealth Management Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2003 - Present
Sullivan University April 2014 - Present
Skills
Asset Allocation, Estate Planning, Wealth Management, Investment Advisory, Series 7, Retirement Planning, Investment Strategies, Retirement, Mutual Funds, Financial Advisory, Alternative Investments, Securities, 401k, Investments, Fixed Income, Asset Management, Portfolio Management, Life Insurance, Wealth Management..., Series 65, IRAs, Insurance, Trust Services, Wealth Accumulation, ETFs, Variable Annuities, Bonds, Separately Managed..., Hedge Funds, Long-term Care, Wealth Preservation..., 401k Rollovers, Saving for Education, 529 Plans, Financial Services, Roth IRA, Investment Management, Asset Managment, Personal Financial..., Series 63, Strategic Financial..., Equities, Financial Planning
Education
Colorado Technical University 2010 — 2013
Doctor of Management, Organizational Development & Change
Colorado Technical University 2009 — 2010
Master of Business Administration (MBA), Business/Managerial Economics
University of Tampa 1983 — 1986
Bachelor of Science (B.S.), Business/Managerial Economics
Merrill Lynch June 2003 - Present
Sullivan University April 2014 - Present
Skills
Asset Allocation, Estate Planning, Wealth Management, Investment Advisory, Series 7, Retirement Planning, Investment Strategies, Retirement, Mutual Funds, Financial Advisory, Alternative Investments, Securities, 401k, Investments, Fixed Income, Asset Management, Portfolio Management, Life Insurance, Wealth Management..., Series 65, IRAs, Insurance, Trust Services, Wealth Accumulation, ETFs, Variable Annuities, Bonds, Separately Managed..., Hedge Funds, Long-term Care, Wealth Preservation..., 401k Rollovers, Saving for Education, 529 Plans, Financial Services, Roth IRA, Investment Management, Asset Managment, Personal Financial..., Series 63, Strategic Financial..., Equities, Financial Planning
Education
Colorado Technical University 2010 — 2013
Doctor of Management, Organizational Development & Change
Colorado Technical University 2009 — 2010
Master of Business Administration (MBA), Business/Managerial Economics
University of Tampa 1983 — 1986
Bachelor of Science (B.S.), Business/Managerial Economics
Timothy Smirniotis's Merrill Lynch Experience November 2011 - March 2012
Job Regional Account Delegate at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments May 2012 - October 2014
Merrill Lynch November 2011 - March 2012
Wells Fargo November 2006 - September 2011
Wachovia, A Wells Fargo Company November 2006 - May 2011
Wells Fargo Bank November 2006 - May 2011
Skills
Investment Strategies, Securities, series 9, series 10, Series 7, Series 63, Investments, Wealth Management, Retirement Planning, Mutual Funds, IRAs, Asset Allocation, Financial Advisory, Portfolio Management, Retirement, Strategic Financial..., Wealth Management...
Education
Colorado State University-Global Campus 2014 — 2017
Business Management
Northern Arizona University 2003 — 2004
Secondary Education
Northern Arizona University 2003 — 2004
Rio Salado College 2001 — 2003
Deer Valley High School 1999 — 2003
Fidelity Investments October 2014 - Present
Fidelity Investments May 2012 - October 2014
Merrill Lynch November 2011 - March 2012
Wells Fargo November 2006 - September 2011
Wachovia, A Wells Fargo Company November 2006 - May 2011
Wells Fargo Bank November 2006 - May 2011
Skills
Investment Strategies, Securities, series 9, series 10, Series 7, Series 63, Investments, Wealth Management, Retirement Planning, Mutual Funds, IRAs, Asset Allocation, Financial Advisory, Portfolio Management, Retirement, Strategic Financial..., Wealth Management...
Education
Colorado State University-Global Campus 2014 — 2017
Business Management
Northern Arizona University 2003 — 2004
Secondary Education
Northern Arizona University 2003 — 2004
Rio Salado College 2001 — 2003
Deer Valley High School 1999 — 2003
Adolphus Saah's Merrill Lynch Experience August 1998 - March 2003
Job Accountant
Industry Accounting
Experience
St. Mary Medical Center December 2013 - Present
Merrill Lynch August 1998 - March 2003
Education
Colorado Technical University 2011 — 2013
Master's degree, Healthcare Management
St. Mary Medical Center December 2013 - Present
Merrill Lynch August 1998 - March 2003
Education
Colorado Technical University 2011 — 2013
Master's degree, Healthcare Management
Bryant Gofstein's Merrill Lynch Experience June 1999 - June 2002
Job Director, Financial Intelligence Unit at Western Union
Industry Financial Services
Experience
Western Union 2004 - Present
Merrill Lynch June 1999 - June 2002
Education
Colorado State University 1992 — 1996
Bachelor of Arts, Political Science
Western Union 2004 - Present
Merrill Lynch June 1999 - June 2002
Education
Colorado State University 1992 — 1996
Bachelor of Arts, Political Science
Devin Weinstein's Merrill Lynch Experience May 2011 - September 2011
Job Self Employed at Self Investment Research and Trading
Industry Financial Services
Experience
Investment Research and Trading April 2014 - Present
Great West Financial October 2012 - April 2014
Merrill Lynch May 2011 - September 2011
Skills
Financial Analysis, Equities, Portfolio Management, Financial Services, Securities, Fixed Income, Microsoft Excel, Microsoft Office, Oracle, Options, Technical Analysis
Education
Colorado State University 2007 — 2012
Bachelor of Science, Business Administration - Finance and Real Estate concentrations
Investment Research and Trading April 2014 - Present
Great West Financial October 2012 - April 2014
Merrill Lynch May 2011 - September 2011
Skills
Financial Analysis, Equities, Portfolio Management, Financial Services, Securities, Fixed Income, Microsoft Excel, Microsoft Office, Oracle, Options, Technical Analysis
Education
Colorado State University 2007 — 2012
Bachelor of Science, Business Administration - Finance and Real Estate concentrations
Miles Jones's Merrill Lynch Experience May 2012 - August 2012
Job Investment Consultant with a background in a variety of investment strategies and solutions
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments January 2015 - August 2015
Fidelity Investments July 2014 - December 2014
Fidelity Investments November 2013 - July 2014
Fidelity Investments October 2013 - November 2013
Fidelity Investments June 2013 - October 2013
Merrill Lynch May 2012 - August 2012
Performance Cycle of Colorado May 2012 - August 2012
Education
Colorado State University 2009 — 2013
Corporate Finance and Investment Analysis
Fidelity Investments August 2015 - Present
Fidelity Investments January 2015 - August 2015
Fidelity Investments July 2014 - December 2014
Fidelity Investments November 2013 - July 2014
Fidelity Investments October 2013 - November 2013
Fidelity Investments June 2013 - October 2013
Merrill Lynch May 2012 - August 2012
Performance Cycle of Colorado May 2012 - August 2012
Education
Colorado State University 2009 — 2013
Corporate Finance and Investment Analysis
Je'Nean Miller's Merrill Lynch Experience November 2012 - April 2013
Job Goal oriented career woman.
Industry Public Relations and Communications
Experience
Serco June 2014 - Present
Ms. J's Sweet Tooth November 2013 - Present
Serco November 2013 - Present
Merrill Lynch November 2012 - April 2013
Merrill Lynch 2012 - 2012
Vanguard Contracts Ltd October 2010 - July 2011
Skills
Data Entry, Outlook, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Cakes, Event Planning, PowerPoint, Social Media, Administrative..., Public Speaking, Marketing, Training
Education
Colorado State University 2001 — 2005
Bachelor of Arts (BA), Speech Communication and Rhetoric
Eisenhower High School 1998 — 2001
Diploma, General Studies
Serco June 2014 - Present
Ms. J's Sweet Tooth November 2013 - Present
Serco November 2013 - Present
Merrill Lynch November 2012 - April 2013
Merrill Lynch 2012 - 2012
Vanguard Contracts Ltd October 2010 - July 2011
Skills
Data Entry, Outlook, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Cakes, Event Planning, PowerPoint, Social Media, Administrative..., Public Speaking, Marketing, Training
Education
Colorado State University 2001 — 2005
Bachelor of Arts (BA), Speech Communication and Rhetoric
Eisenhower High School 1998 — 2001
Diploma, General Studies
Kirk Cochran's Merrill Lynch Experience April 1997 - March 1999
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab 1999 - 2012
Merrill Lynch April 1997 - March 1999
Skills
FINRA Series 7,63,66, Colorado Insurance...
Education
Colorado State University 1991 — 1995
Finance, General
Charles Schwab 1999 - 2012
Merrill Lynch April 1997 - March 1999
Skills
FINRA Series 7,63,66, Colorado Insurance...
Education
Colorado State University 1991 — 1995
Finance, General
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank