Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Jonathan Elliott Jonathan Elliott's Merrill Lynch Experience August 2011 - Present
Job Resident Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Merrill Lynch January 2003 - Present
Merrill Lynch November 2010 - August 2011
Skills
Series 7, Wealth Management
Education
Arizona State University 1998 — 2002
Bachelor of Science (B.S.), Marketing
Merrill Lynch August 2011 - Present
Merrill Lynch January 2003 - Present
Merrill Lynch November 2010 - August 2011
Skills
Series 7, Wealth Management
Education
Arizona State University 1998 — 2002
Bachelor of Science (B.S.), Marketing
Cheryl Cummins Cheryl Cummins's Merrill Lynch Experience 1992 - 2002
Job Compliance and Licensing Professional
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
First Data Corporation September 2006 - August 2014
WESTERN UNION December 2003 - August 2006
Merrill Lynch 1992 - 2002
Skills
Regulatory Compliance, Management, Process Improvement, Leadership, Financial Services, Due Diligence, Banking, Corporate Governance, Financial Risk, Microsoft Office, Microsoft Excel, Project Management, Training & Development
Education
Arapahoe Community College
Paralegal Certificate, ABA accredited Paralegal Certificate
University of Nebraska-Lincoln
Bachelor's Degree, Special Education and Teaching
Charles Schwab June 2015 - Present
First Data Corporation September 2006 - August 2014
WESTERN UNION December 2003 - August 2006
Merrill Lynch 1992 - 2002
Skills
Regulatory Compliance, Management, Process Improvement, Leadership, Financial Services, Due Diligence, Banking, Corporate Governance, Financial Risk, Microsoft Office, Microsoft Excel, Project Management, Training & Development
Education
Arapahoe Community College
Paralegal Certificate, ABA accredited Paralegal Certificate
University of Nebraska-Lincoln
Bachelor's Degree, Special Education and Teaching
Ally Zemelman Ally Zemelman's Merrill Lynch Experience October 2006 - Present
Job Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2006 - Present
Smith Barney March 2001 - October 2006
Skills
Retirement Planning, Wealth Management, Investment Advisory, Fixed Annuities, Insurance, Forecasting, Strategic Planning, Customer Service, Marketing, Microsoft Excel, Business Development, Budgets, Business Planning
Education
Arizona State University 1980 — 1984
B.S., Marketing/Advertising
Horton Watkins Ladue High School 1977 — 1980
Merrill Lynch October 2006 - Present
Smith Barney March 2001 - October 2006
Skills
Retirement Planning, Wealth Management, Investment Advisory, Fixed Annuities, Insurance, Forecasting, Strategic Planning, Customer Service, Marketing, Microsoft Excel, Business Development, Budgets, Business Planning
Education
Arizona State University 1980 — 1984
B.S., Marketing/Advertising
Horton Watkins Ladue High School 1977 — 1980
Brian Stokes's Merrill Lynch Experience January 2014 - June 2014
Job Accepted new position
Industry Restaurants
Experience
Terry Labonte Chevrolet July 2015 - September 2015
Dick's Sporting Goods May 2015 - June 2015
Merrill Lynch January 2014 - June 2014
Guilford County Sheriff's Office February 2009 - December 2013
United States Marine Corps November 2000 - November 2004
United States Marine Corps November 2000 - November 2004
Skills
Customer Service, Leadership, Training, Sales, Public Speaking, Weapons, Team Building, Management, Criminal Justice, Combat
Education
Appalachian State University 2005 — 2008
Bachelor's degree, Bachelor of Science in Criminal Justice
Elon University 1998 — 1998
East Carolina University 1997 — 1997
Terry Labonte Chevrolet July 2015 - September 2015
Dick's Sporting Goods May 2015 - June 2015
Merrill Lynch January 2014 - June 2014
Guilford County Sheriff's Office February 2009 - December 2013
United States Marine Corps November 2000 - November 2004
United States Marine Corps November 2000 - November 2004
Skills
Customer Service, Leadership, Training, Sales, Public Speaking, Weapons, Team Building, Management, Criminal Justice, Combat
Education
Appalachian State University 2005 — 2008
Bachelor's degree, Bachelor of Science in Criminal Justice
Elon University 1998 — 1998
East Carolina University 1997 — 1997
Christopher Gunther Christopher Gunther's Merrill Lynch Experience September 1999 - December 1999
Job Associate at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley January 2015 - Present
Royal Bank of Scotland August 2011 - October 2014
Northern Trust Global Investments December 2009 - June 2011
Various Consulting Roles November 2008 - December 2009
Claymore Advisors LLC November 2007 - October 2008
US Bank August 2006 - November 2007
Amcore Investment Group January 2000 - August 2006
Merrill Lynch September 1999 - December 1999
Commercial Credit Corporation June 1997 - May 1999
Skills
Bloomberg, Equities, Securities, Trading Systems, Valuation, FX Options, FX trading, FX Spot, FX Operations, Asset Management, Portfolio Management, Fixed Income, Trading, Derivatives, Investments, Credit Risk, Risk Management, Mutual Funds, Asset Allocation, Management, Investment Banking, Analysis, Financial Analysis, Financial Risk
Education
Arizona State University 1996 — 1999
Bachelor's of Science, Justice Studies
Boylan 1990 — 1994
High School, College Prepartory
Morgan Stanley January 2015 - Present
Royal Bank of Scotland August 2011 - October 2014
Northern Trust Global Investments December 2009 - June 2011
Various Consulting Roles November 2008 - December 2009
Claymore Advisors LLC November 2007 - October 2008
US Bank August 2006 - November 2007
Amcore Investment Group January 2000 - August 2006
Merrill Lynch September 1999 - December 1999
Commercial Credit Corporation June 1997 - May 1999
Skills
Bloomberg, Equities, Securities, Trading Systems, Valuation, FX Options, FX trading, FX Spot, FX Operations, Asset Management, Portfolio Management, Fixed Income, Trading, Derivatives, Investments, Credit Risk, Risk Management, Mutual Funds, Asset Allocation, Management, Investment Banking, Analysis, Financial Analysis, Financial Risk
Education
Arizona State University 1996 — 1999
Bachelor's of Science, Justice Studies
Boylan 1990 — 1994
High School, College Prepartory
Cheryl Springer Cheryl Springer's Merrill Lynch Experience January 1991 - April 2002
Job Account Management at FOH
Industry Government Administration
Experience
InGenesis, Inc.-Contractor to FOH April 2004 - Present
Merrill Lynch January 1991 - April 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access, User Acceptance Testing, End User Training, Windows, Adobe Acrobat, Adobe Professional, Requirements Analysis, Business Analysis, System Testing, Project Management, Account Management, Client Liaison, Customer Service, Phone Etiquette, Occupational Health, Windows Server, Unix, Integrated Marketing, Operations Management, Employee Training, Process Improvement, Open Office, Data Analysis, Quality Assurance, Government, HIPAA, Vendor Management, Software Documentation, Leadership, Analysis, Systems Analysis, Healthcare, Outlook, Management
Education
University of Wisconsin-Parkside 1982 — 1987
Bachelors, Business Administration
Arapahoe Community College 2004 — 2005
Certificate, Medical Transcription/Transcriptionist
InGenesis, Inc.-Contractor to FOH April 2004 - Present
Merrill Lynch January 1991 - April 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access, User Acceptance Testing, End User Training, Windows, Adobe Acrobat, Adobe Professional, Requirements Analysis, Business Analysis, System Testing, Project Management, Account Management, Client Liaison, Customer Service, Phone Etiquette, Occupational Health, Windows Server, Unix, Integrated Marketing, Operations Management, Employee Training, Process Improvement, Open Office, Data Analysis, Quality Assurance, Government, HIPAA, Vendor Management, Software Documentation, Leadership, Analysis, Systems Analysis, Healthcare, Outlook, Management
Education
University of Wisconsin-Parkside 1982 — 1987
Bachelors, Business Administration
Arapahoe Community College 2004 — 2005
Certificate, Medical Transcription/Transcriptionist
Michael Feld Michael Feld's Merrill Lynch Experience 2006 - 2007
Job Communications Coordinator at Mirabel Golf Club, Inc.
Industry Marketing and Advertising
Experience
Mirabel Golf Club, Inc. July 2015 - Present
Mindspace November 2013 - November 2014
Niner Sports Marketing July 2012 - April 2013
Gaylord Sports Management May 2010 - July 2012
Gaylord Sports Management January 2010 - May 2010
Merrill Lynch 2006 - 2007
Skills
Facebook, Marketing, Advertising, Sponsorship, Public Relations, Customer Service, Sports Management, Entertainment, New Business Development, Public Speaking, Sports, Marketing Strategy, Microsoft Excel, Digital Marketing, Copywriting, Social Media, Social Networking
Education
Arizona State University 2003 — 2007
B.S., Economics
Mirabel Golf Club, Inc. July 2015 - Present
Mindspace November 2013 - November 2014
Niner Sports Marketing July 2012 - April 2013
Gaylord Sports Management May 2010 - July 2012
Gaylord Sports Management January 2010 - May 2010
Merrill Lynch 2006 - 2007
Skills
Facebook, Marketing, Advertising, Sponsorship, Public Relations, Customer Service, Sports Management, Entertainment, New Business Development, Public Speaking, Sports, Marketing Strategy, Microsoft Excel, Digital Marketing, Copywriting, Social Media, Social Networking
Education
Arizona State University 2003 — 2007
B.S., Economics
Athena Flierl's Merrill Lynch Experience May 1990 - May 1998
Job Broker Associate at TransWest Investment Brokers
Industry Real Estate
Experience
TransWest Investment Brokers January 2015 - Present
Nextage Legacy Realty February 2012 - January 2015
Home Matters Realty, LLC March 2011 - February 2013
Century 21 Golden West Realty May 1996 - April 2011
MCI Worldcom Telecom January 1999 - June 2001
Advance Telecommunications May 1996 - January 2000
Merrill Lynch May 1990 - May 1998
Skills
First Time Home Buyers, Foreclosures, Short Sales, Single Family Homes, Sellers, Buyers, Relocation, Investors, Customer Service, Listings, Real Property, Residential Homes, Real Estate Transactions, Income Properties, New Home Sales, Investment Properties, Buyer Representation, Real Estate, HUD, REO, FHA, Condos, Relocation Buyers, Referrals, SFR, 1031 Exchanges, Vacation Homes, Move Up Buyers, Townhomes, New Homes, National Association of..., ABR, Sales, Luxury, Rentals, Property Management, Mortgage Lending, Investments, Real Estate Financing, Commercial Real Estate, Seniors, Refinance
Education
Graduate Jones Real Estate College
Arapahoe Community College 1990 — 1992
Paralegal
TransWest Investment Brokers January 2015 - Present
Nextage Legacy Realty February 2012 - January 2015
Home Matters Realty, LLC March 2011 - February 2013
Century 21 Golden West Realty May 1996 - April 2011
MCI Worldcom Telecom January 1999 - June 2001
Advance Telecommunications May 1996 - January 2000
Merrill Lynch May 1990 - May 1998
Skills
First Time Home Buyers, Foreclosures, Short Sales, Single Family Homes, Sellers, Buyers, Relocation, Investors, Customer Service, Listings, Real Property, Residential Homes, Real Estate Transactions, Income Properties, New Home Sales, Investment Properties, Buyer Representation, Real Estate, HUD, REO, FHA, Condos, Relocation Buyers, Referrals, SFR, 1031 Exchanges, Vacation Homes, Move Up Buyers, Townhomes, New Homes, National Association of..., ABR, Sales, Luxury, Rentals, Property Management, Mortgage Lending, Investments, Real Estate Financing, Commercial Real Estate, Seniors, Refinance
Education
Graduate Jones Real Estate College
Arapahoe Community College 1990 — 1992
Paralegal
Tammy Trenta Tammy Trenta's Merrill Lynch Experience 1999 - 2003
Job Director of Financial Planning at EP Wealth Advisors
Industry Financial Services
Experience
EP Wealth Advisors April 2011 - Present
Wells Fargo 2004 - 2011
Merrill Lynch 1999 - 2003
Morgan Stanley 1995 - 1997
Education
Arizona State University 1997 — 1999
Master of Business Administration (M.B.A.), Finance
Arizona State University 1990 — 1994
Bachelor of Arts (B.A.), Communications
EP Wealth Advisors April 2011 - Present
Wells Fargo 2004 - 2011
Merrill Lynch 1999 - 2003
Morgan Stanley 1995 - 1997
Education
Arizona State University 1997 — 1999
Master of Business Administration (M.B.A.), Finance
Arizona State University 1990 — 1994
Bachelor of Arts (B.A.), Communications
Renee Marthaler Renee Marthaler's Merrill Lynch Experience June 2000 - July 2002
Job Sr. UI/UX Developer at ComResource
Industry Graphic Design
Experience
Nationwide Insurance October 2015 - Present
ComResource April 2015 - Present
Ingenious Designs January 2010 - Present
JPMorgan Chase & Co. September 2014 - April 2015
Evolve Media Group Inc. May 2014 - June 2014
WNDU-TV October 2013 - May 2014
Frost Engineering November 2009 - May 2014
WestAmerica Mortgage Company April 2005 - April 2008
Merrill Lynch June 2000 - July 2002
Skills
Graphic Design, Web Design, Advertising, Marketing, Visual Communication, Corporate Identity, User Interface Design, Digital Marketing, User Interface, Interaction Design, Information Architecture, Graphics, HTML, CSS, GUI development, User Experience, jQuery UI, jQuery, JSON, ASP, PHP, ActionScript, HTML E-Mail, InDesign, Photoshop, Brochures, WordPress, Flash Animation, Illustrator, Flyers, Photography, Social Media, Business Cards, Digital Illustration, Information Graphics, Branding, Wireframes, Banners, Brand Implementation, Design Management, Social Media Marketing, Facebook, Microsoft Office, Microsoft Excel, Public Speaking
Education
Ivy Tech Community College-Northwest 2009 — 2013
Visual Communications, Web Design Graphic Design
World Harvest Bible College 2002 — 2005
Diploma of Arts in Religion, Evangelism
University of Colorado at Denver 2001 — 2002
Arapahoe Community College 1999 — 2001
Nationwide Insurance October 2015 - Present
ComResource April 2015 - Present
Ingenious Designs January 2010 - Present
JPMorgan Chase & Co. September 2014 - April 2015
Evolve Media Group Inc. May 2014 - June 2014
WNDU-TV October 2013 - May 2014
Frost Engineering November 2009 - May 2014
WestAmerica Mortgage Company April 2005 - April 2008
Merrill Lynch June 2000 - July 2002
Skills
Graphic Design, Web Design, Advertising, Marketing, Visual Communication, Corporate Identity, User Interface Design, Digital Marketing, User Interface, Interaction Design, Information Architecture, Graphics, HTML, CSS, GUI development, User Experience, jQuery UI, jQuery, JSON, ASP, PHP, ActionScript, HTML E-Mail, InDesign, Photoshop, Brochures, WordPress, Flash Animation, Illustrator, Flyers, Photography, Social Media, Business Cards, Digital Illustration, Information Graphics, Branding, Wireframes, Banners, Brand Implementation, Design Management, Social Media Marketing, Facebook, Microsoft Office, Microsoft Excel, Public Speaking
Education
Ivy Tech Community College-Northwest 2009 — 2013
Visual Communications, Web Design Graphic Design
World Harvest Bible College 2002 — 2005
Diploma of Arts in Religion, Evangelism
University of Colorado at Denver 2001 — 2002
Arapahoe Community College 1999 — 2001
Deseire Macias Neve Deseire Macias Neve's Merrill Lynch Experience March 1989 - Present
Job AVP, Conversion Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 1989 - Present
Merrill Lynch 1989 - Present
Merrill Lynch 1989 - 2014
Skills
Portfolio Management, Investments, Financial Analysis, Equities, Banking, Financial Services
Education
Arapahoe Community College 1987 — 1989
Merrill Lynch March 1989 - Present
Merrill Lynch 1989 - Present
Merrill Lynch 1989 - 2014
Skills
Portfolio Management, Investments, Financial Analysis, Equities, Banking, Financial Services
Education
Arapahoe Community College 1987 — 1989
Grace Auther Grace Auther's Merrill Lynch Experience June 2014 - August 2014
Job Management (Entrepreneurship) and Finance Student at ASU
Industry Financial Services
Experience
ZocDoc September 2015 - Present
Merrill Lynch June 2014 - August 2014
Frances Vintage October 2010 - April 2014
Skills
Customer Service, PowerPoint, Adaptability, Organization, Time Management, Leadership, Finance, Management, Innovation, Entrepreneurship, Creativity, Microsoft Office, Microsoft Excel, Public Speaking, Teamwork, Microsoft Word, Social Media, Event Planning, Social Networking
Education
Arizona State University 2011 — 2015
Bachelor's Degree, Management and Finance
ZocDoc September 2015 - Present
Merrill Lynch June 2014 - August 2014
Frances Vintage October 2010 - April 2014
Skills
Customer Service, PowerPoint, Adaptability, Organization, Time Management, Leadership, Finance, Management, Innovation, Entrepreneurship, Creativity, Microsoft Office, Microsoft Excel, Public Speaking, Teamwork, Microsoft Word, Social Media, Event Planning, Social Networking
Education
Arizona State University 2011 — 2015
Bachelor's Degree, Management and Finance
Justin Tompkins's Merrill Lynch Experience February 2015 - Present
Job Works at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Skills
Social Media, Advertising, Online Advertising, Social Media Marketing, Marketing Communications, Marketing, Microsoft Office, Photoshop, Public Relations, Microsoft Excel, Sales, B2B, Recruiting, Talent Acquisition, Account Management, Cold Calling, New Business Development, Human Resources, Training, Management, Coaching, Strategy, Customer Service, Budgets, Networking, Contract Negotiation, Troubleshooting, Interviews, Leadership, Business Development, Team Building, Temporary Placement, Salesforce.com, Direct Sales, CRM, Social Networking, Hospitality, Marketing Strategy, Event Management, Trade Shows
Education
Appalachian State University 2007 — 2010
Bachelor's degree, Communication, Marketing/Advertising
Valencia Community College 2005 — 2006
A.A., Communications
Spanish River High School
Merrill Lynch February 2015 - Present
Skills
Social Media, Advertising, Online Advertising, Social Media Marketing, Marketing Communications, Marketing, Microsoft Office, Photoshop, Public Relations, Microsoft Excel, Sales, B2B, Recruiting, Talent Acquisition, Account Management, Cold Calling, New Business Development, Human Resources, Training, Management, Coaching, Strategy, Customer Service, Budgets, Networking, Contract Negotiation, Troubleshooting, Interviews, Leadership, Business Development, Team Building, Temporary Placement, Salesforce.com, Direct Sales, CRM, Social Networking, Hospitality, Marketing Strategy, Event Management, Trade Shows
Education
Appalachian State University 2007 — 2010
Bachelor's degree, Communication, Marketing/Advertising
Valencia Community College 2005 — 2006
A.A., Communications
Spanish River High School
Britton Larson's Merrill Lynch Experience January 2012 - May 2012
Job Tax Associate at PricewaterhouseCoopers
Industry Accounting
Experience
Skinner & Company, LLC June 2013 - May 2014
Fullshare Group January 2013 - May 2013
TruForce Pest June 2012 - August 2012
Inta LLC May 2003 - August 2012
Merrill Lynch January 2012 - May 2012
Skills
Chinese, Mandarin, Microsoft Office, Sales, Microsoft Excel, Financial Analysis, Cultural Competency, International Business, Leadership, Marketing, Customer Service, Economics, Accounting, Negotiation, Corporate Tax, Tax, Financial Reporting, Analysis, PowerPoint
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Taxation (MTAX), Accounting and Finance
Arizona State University 2009 — 2013
Bachelor of Science, Accountancy, Summa Cum Laude
Nanjing University 2012 — 2013
National Taiwan University 2011 — 2011
Skinner & Company, LLC June 2013 - May 2014
Fullshare Group January 2013 - May 2013
TruForce Pest June 2012 - August 2012
Inta LLC May 2003 - August 2012
Merrill Lynch January 2012 - May 2012
Skills
Chinese, Mandarin, Microsoft Office, Sales, Microsoft Excel, Financial Analysis, Cultural Competency, International Business, Leadership, Marketing, Customer Service, Economics, Accounting, Negotiation, Corporate Tax, Tax, Financial Reporting, Analysis, PowerPoint
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Taxation (MTAX), Accounting and Finance
Arizona State University 2009 — 2013
Bachelor of Science, Accountancy, Summa Cum Laude
Nanjing University 2012 — 2013
National Taiwan University 2011 — 2011
Alex Booker's Merrill Lynch Experience September 2013 - December 2013
Job Supervision and Controls Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Merrill Lynch September 2013 - December 2013
Goldman Sachs May 2013 - August 2013
Verizon Wireless May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office
Education
Arizona State University 2010 — 2013
Bachelor of Science (BS), Finance, General
Charles Schwab March 2014 - Present
Merrill Lynch September 2013 - December 2013
Goldman Sachs May 2013 - August 2013
Verizon Wireless May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office
Education
Arizona State University 2010 — 2013
Bachelor of Science (BS), Finance, General
Bradley Hines, MBA, CRC Bradley Hines, MBA, CRC's Merrill Lynch Experience January 2005 - November 2005
Job Commercial Loan Tactician
Industry Banking
Experience
First Citizens Bank February 2013 - Present
Wells Fargo February 2012 - January 2013
Asheville Savings Bank, S.S.B. April 2010 - February 2012
Asheville Savings Bank, S.S.B. January 2006 - April 2010
Merrill Lynch January 2005 - November 2005
First Citizens Bank January 2003 - December 2004
First Citizens Bank June 2002 - December 2002
First Citizens Bank June 2001 - June 2002
First Citizens Bank May 1998 - June 2001
Skills
Loans, Banking, Credit Risk, Risk Management, Budget, Credit, Commercial Lending, Finance, Financial Analysis, Credit Analysis, Underwriting, Small Business Lending, Refinance, Commercial Banking, Consumer Lending, Portfolio Management, Mortgage Lending
Education
East Carolina University - College of Business 2009 — 2011
MBA
Appalachian State University 1996 — 2001
BSBA, Finance and Banking
First Citizens Bank February 2013 - Present
Wells Fargo February 2012 - January 2013
Asheville Savings Bank, S.S.B. April 2010 - February 2012
Asheville Savings Bank, S.S.B. January 2006 - April 2010
Merrill Lynch January 2005 - November 2005
First Citizens Bank January 2003 - December 2004
First Citizens Bank June 2002 - December 2002
First Citizens Bank June 2001 - June 2002
First Citizens Bank May 1998 - June 2001
Skills
Loans, Banking, Credit Risk, Risk Management, Budget, Credit, Commercial Lending, Finance, Financial Analysis, Credit Analysis, Underwriting, Small Business Lending, Refinance, Commercial Banking, Consumer Lending, Portfolio Management, Mortgage Lending
Education
East Carolina University - College of Business 2009 — 2011
MBA
Appalachian State University 1996 — 2001
BSBA, Finance and Banking
Paul Graefen Paul Graefen's Merrill Lynch Experience April 1999 - October 2001
Job Vice President/Sales, Harbor Graphics, ASA , and Motorsports Designs Divisions of Vomela
Industry Marketing and Advertising
Experience
Harbor Graphics, ASA and Motorsports Design Divisions of Vomela January 2002 - Present
Merrill Lynch April 1999 - October 2001
Harbor Graphics Corporation June 1988 - March 1999
Skills
Sales Management, New Business Development, Key Account Management, Market Planning, Planning, Project Planning, Marketing Strategy, Account Management, Team Building, B2B, Trade Shows, Business Development, Digital Printing, Marketing, Brand Development, Graphics, Sales, Direct Sales, Management, Direct Marketing, Sales Operations, Screen Printing, Brand Management, Advertising, Strategic Partnerships
Education
Aquinas College 1985 — 1988
BA, Economics
Harbor Graphics, ASA and Motorsports Design Divisions of Vomela January 2002 - Present
Merrill Lynch April 1999 - October 2001
Harbor Graphics Corporation June 1988 - March 1999
Skills
Sales Management, New Business Development, Key Account Management, Market Planning, Planning, Project Planning, Marketing Strategy, Account Management, Team Building, B2B, Trade Shows, Business Development, Digital Printing, Marketing, Brand Development, Graphics, Sales, Direct Sales, Management, Direct Marketing, Sales Operations, Screen Printing, Brand Management, Advertising, Strategic Partnerships
Education
Aquinas College 1985 — 1988
BA, Economics
John C French John C French's Merrill Lynch Experience May 2000 - October 2001
Job Looking for a new career challenge
Industry Aviation & Aerospace
Experience
Belcan Engineering June 2014 - July 2015
Belcan Engineering August 2013 - June 2014
Belcan Engineering May 2010 - August 2013
Belcan Engineering January 2008 - May 2010
Belcan Engineering November 2006 - December 2007
Finco Inc. February 2005 - July 2006
Morgan Stanley October 2001 - November 2004
Merrill Lynch May 2000 - October 2001
Hawker Beechcraft August 1997 - May 2000
Boeing Commercial Airplanes April 1996 - August 1997
Skills
Program Management, Customer Relations, Business Strategy, Strategic Planning, Quality Management, Process Improvement, Cross-functional Team..., Risk Management, Product Development, Project Management, Team Leadership, Business Process..., Team Building, Aerospace, Engineering Management, Engineering, Project Planning, Testing, Management, Continuous Improvement, Six Sigma, Manufacturing, Lean Manufacturing, MS Project, Systems Engineering, Root Cause Analysis, Integration, System Design, Aircraft, Propulsion, Design for Manufacturing, Value Stream Mapping, Customer Service, Mechanical Engineering, Earned Value Management, Aerospace Engineering, Unigraphics, DMAIC
Education
Arizona State University 1980 — 1984
BS, Aerospace/Mechanical Engineering
Belcan Engineering June 2014 - July 2015
Belcan Engineering August 2013 - June 2014
Belcan Engineering May 2010 - August 2013
Belcan Engineering January 2008 - May 2010
Belcan Engineering November 2006 - December 2007
Finco Inc. February 2005 - July 2006
Morgan Stanley October 2001 - November 2004
Merrill Lynch May 2000 - October 2001
Hawker Beechcraft August 1997 - May 2000
Boeing Commercial Airplanes April 1996 - August 1997
Skills
Program Management, Customer Relations, Business Strategy, Strategic Planning, Quality Management, Process Improvement, Cross-functional Team..., Risk Management, Product Development, Project Management, Team Leadership, Business Process..., Team Building, Aerospace, Engineering Management, Engineering, Project Planning, Testing, Management, Continuous Improvement, Six Sigma, Manufacturing, Lean Manufacturing, MS Project, Systems Engineering, Root Cause Analysis, Integration, System Design, Aircraft, Propulsion, Design for Manufacturing, Value Stream Mapping, Customer Service, Mechanical Engineering, Earned Value Management, Aerospace Engineering, Unigraphics, DMAIC
Education
Arizona State University 1980 — 1984
BS, Aerospace/Mechanical Engineering
Michael Gauthier, CFP® Michael Gauthier, CFP®'s Merrill Lynch Experience 2000 - March 2013
Job CEO at Strategic Income Group
Industry Financial Services
Experience
Strategic Income Group March 2013 - Present
Truth In Financial Planning November 2013 - Present
G2 Companies, LLC January 2007 - Present
Merrill Lynch 2000 - March 2013
Skills
Public Speaking, Certified Financial..., Published Author, Fiduciary, Wealth Management, Investments, Portfolio Management, Christian Ministry, private lending, Strategic Financial..., Trusts, Financial Advisory, Finance, Financial Services, Wealth, 401k, Disability Insurance, Investment Advisory, Retirement Planning, Insurance, Strategy, Estate Tax Planning, Asset Allocation, IRAs, Asset Management, Securities, Investment Strategies, Mutual Funds, Alternative Investments, Retirement, Estate Planning, Series 63, Equities, Financial Planners, Investment Management, Wealth Management..., ETFs, Long-term Care, Tax, Real Estate, Life Insurance, 401k Rollovers, Term Life Insurance, Financial Education, Private Equity, Defined Benefit, Long Term Care Insurance, High Net Worth..., Bonds, Series 24
Education
Arizona State University 1996 — 2000
Bachelor, Business Management and Sociology
Dobson
Strategic Income Group March 2013 - Present
Truth In Financial Planning November 2013 - Present
G2 Companies, LLC January 2007 - Present
Merrill Lynch 2000 - March 2013
Skills
Public Speaking, Certified Financial..., Published Author, Fiduciary, Wealth Management, Investments, Portfolio Management, Christian Ministry, private lending, Strategic Financial..., Trusts, Financial Advisory, Finance, Financial Services, Wealth, 401k, Disability Insurance, Investment Advisory, Retirement Planning, Insurance, Strategy, Estate Tax Planning, Asset Allocation, IRAs, Asset Management, Securities, Investment Strategies, Mutual Funds, Alternative Investments, Retirement, Estate Planning, Series 63, Equities, Financial Planners, Investment Management, Wealth Management..., ETFs, Long-term Care, Tax, Real Estate, Life Insurance, 401k Rollovers, Term Life Insurance, Financial Education, Private Equity, Defined Benefit, Long Term Care Insurance, High Net Worth..., Bonds, Series 24
Education
Arizona State University 1996 — 2000
Bachelor, Business Management and Sociology
Dobson
Timothy Tyson (Ty) Perry Timothy Tyson (Ty) Perry's Merrill Lynch Experience August 2000 - December 2000
Job Assistant Professor of Finance
Industry Higher Education
Experience
University of Tennessee Martin August 2014 - Present
University of Minnesota Duluth August 2009 - May 2014
University of Southern Mississippi August 2007 - August 2009
Texas Tech University January 2002 - May 2007
Merrill Lynch August 2000 - December 2000
Tennessee Valley Authority, ETSU Managed Investment Fund January 2000 - December 2000
East Tennessee State University January 1999 - December 2000
Skills
Econometrics, Equity Research, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Futures Research, Statistics, Quantitative Analytics, SAS, Economics, Teaching, Data Analysis, Quantitative Finance, Statistical Modeling, Finance, Valuation, Bloomberg
Education
Texas Tech University
Doctor of Philosophy (Ph.D.), Finance
East Tennessee State University
Master of Business Administration (M.B.A.), Finance
Appalachian State University
Bachelor of Science (B.S.), Finance
University of Tennessee Martin August 2014 - Present
University of Minnesota Duluth August 2009 - May 2014
University of Southern Mississippi August 2007 - August 2009
Texas Tech University January 2002 - May 2007
Merrill Lynch August 2000 - December 2000
Tennessee Valley Authority, ETSU Managed Investment Fund January 2000 - December 2000
East Tennessee State University January 1999 - December 2000
Skills
Econometrics, Equity Research, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Futures Research, Statistics, Quantitative Analytics, SAS, Economics, Teaching, Data Analysis, Quantitative Finance, Statistical Modeling, Finance, Valuation, Bloomberg
Education
Texas Tech University
Doctor of Philosophy (Ph.D.), Finance
East Tennessee State University
Master of Business Administration (M.B.A.), Finance
Appalachian State University
Bachelor of Science (B.S.), Finance
Shelly Robinson Shelly Robinson's Merrill Lynch Experience December 2014 - Present
Job Client Associate at Merrill Lynch
Industry
Experience
Merrill Lynch December 2014 - Present
River Jack Outdoor Trading Company March 2014 - February 2015
Mountain Alliance August 2012 - March 2014
North Carolina Outward Bound June 2010 - August 2013
Skills
Microsoft Excel, Microsoft Word, Management, Microsoft Office, PowerPoint, Sales, Training, Leadership, English, Photoshop, Fundraising, Nonprofits, Public Speaking
Education
Appalachian State University 2006 — 2010
Bachelor of Science (BS)
Merrill Lynch December 2014 - Present
River Jack Outdoor Trading Company March 2014 - February 2015
Mountain Alliance August 2012 - March 2014
North Carolina Outward Bound June 2010 - August 2013
Skills
Microsoft Excel, Microsoft Word, Management, Microsoft Office, PowerPoint, Sales, Training, Leadership, English, Photoshop, Fundraising, Nonprofits, Public Speaking
Education
Appalachian State University 2006 — 2010
Bachelor of Science (BS)
Matthew Tashjian Matthew Tashjian's Merrill Lynch Experience 2009 - Present
Job Private Wealth Management
Industry Financial Services
Experience
Merrill Lynch 2009 - Present
Morgan Stanley May 1995 - January 2009
Skills
Integrated Wealth..., Behavioral Finance, Bonds, Securities, Investments, Wealth Management..., Fixed Income, Money Management, Financial Coaching, Trading Psychology, Money Managers, Strategic Financial..., Holistic Financial..., Shareholder Protection, Financial Advisory, Independent Financial..., Wealth Management, Wealth Preservation..., Investment Advisory, Investment Strategies, Private Banking, Private Bank, Business Tax Planning, Business Entity..., Wealth, Retirement Planning, Alternative Investments, Portfolio Management, Finance, Investment Management, Personal Financial..., Tactical Asset..., Estate Planning, Family Office, Managed Futures, Value Investing, Investment Advisory..., Mutual Funds, Asset Allocation, Options, Asset Management, Risk Management, Equities, Series 63, Series 7
Education
Arizona State University
Economics
Merrill Lynch 2009 - Present
Morgan Stanley May 1995 - January 2009
Skills
Integrated Wealth..., Behavioral Finance, Bonds, Securities, Investments, Wealth Management..., Fixed Income, Money Management, Financial Coaching, Trading Psychology, Money Managers, Strategic Financial..., Holistic Financial..., Shareholder Protection, Financial Advisory, Independent Financial..., Wealth Management, Wealth Preservation..., Investment Advisory, Investment Strategies, Private Banking, Private Bank, Business Tax Planning, Business Entity..., Wealth, Retirement Planning, Alternative Investments, Portfolio Management, Finance, Investment Management, Personal Financial..., Tactical Asset..., Estate Planning, Family Office, Managed Futures, Value Investing, Investment Advisory..., Mutual Funds, Asset Allocation, Options, Asset Management, Risk Management, Equities, Series 63, Series 7
Education
Arizona State University
Economics
Alexander Sarno Alexander Sarno's Merrill Lynch Experience November 2012 - December 2012
Job UST Student, International Economics
Industry International Affairs
Experience
Merrill Lynch November 2012 - December 2012
Skills
Leadership, Highly personable, Communication, Problem Solving, Analyzer, Logical Thinker
Education
University of St. Thomas 2013 — 2016
International Studies: Economics Concentration
Arizona State University 2012 — 2012
Merrill Lynch November 2012 - December 2012
Skills
Leadership, Highly personable, Communication, Problem Solving, Analyzer, Logical Thinker
Education
University of St. Thomas 2013 — 2016
International Studies: Economics Concentration
Arizona State University 2012 — 2012
Ryan M. Lenox Ryan M. Lenox's Merrill Lynch Experience 2000 - 2003
Job Senior Scientific Specialist
Industry Pharmaceuticals
Experience
Merck June 2014 - Present
Doylestown Hospital 2007 - Present
Merrill Lynch 2000 - 2003
US Navy 1993 - 1996
Skills
Pharmaceutical Industry..., Healthcare, Medical Review of..., Medical Information..., Employee Training, Acute Care, Emergency Medicine, Drug Information, BLS, ACLS
Education
Arcadia University 2003 — 2006
Master of Medical Science, Physician Assistant
Arcadia University 1996 — 2000
Psychobiology, Psychobiology
Merck June 2014 - Present
Doylestown Hospital 2007 - Present
Merrill Lynch 2000 - 2003
US Navy 1993 - 1996
Skills
Pharmaceutical Industry..., Healthcare, Medical Review of..., Medical Information..., Employee Training, Acute Care, Emergency Medicine, Drug Information, BLS, ACLS
Education
Arcadia University 2003 — 2006
Master of Medical Science, Physician Assistant
Arcadia University 1996 — 2000
Psychobiology, Psychobiology
Alex Balagour Alex Balagour's Merrill Lynch Experience January 2001 - December 2001
Job SVP IT Strategy, Architecture & Business Intelligence at Customers Bank
Industry Banking
Experience
Customers Bank October 2013 - Present
Ceridian January 2013 - September 2013
University of Pennsylvania February 2010 - August 2013
Ceridian May 2011 - January 2013
FMC Corporation February 2002 - April 2011
Ventis Partners September 2007 - December 2010
Merrill Lynch January 2001 - December 2001
TEKsystems March 1999 - December 2000
Skills
Scenario Planning, IT Strategy, Enterprise Architecture, IT Management, Portfolio Management, Strategic Planning, Team Building, Integration, Strategy Development, Process Improvement, Strategy, Change Management, Governance, SharePoint, Vendor Management, Business Process, CRM, Cross-functional Team..., Entrepreneurship, Leadership, Software Development, Project Management, Business Development, Business Strategy, Project Planning, Six Sigma, Business Intelligence
Education
University of Pennsylvania 2006 — 2009
M.S.E., Executive Master's in Technology Management (EMTM), 3.84
American Management Association 2003 — 2003
Certificate, Information Systems Project Management
Arcadia University 1997 — 1999
B.S., Computer Science, 3.81 (Cum Laude)
University of Cambridge 1997 — 1997
Certificate, Global Communication
Customers Bank October 2013 - Present
Ceridian January 2013 - September 2013
University of Pennsylvania February 2010 - August 2013
Ceridian May 2011 - January 2013
FMC Corporation February 2002 - April 2011
Ventis Partners September 2007 - December 2010
Merrill Lynch January 2001 - December 2001
TEKsystems March 1999 - December 2000
Skills
Scenario Planning, IT Strategy, Enterprise Architecture, IT Management, Portfolio Management, Strategic Planning, Team Building, Integration, Strategy Development, Process Improvement, Strategy, Change Management, Governance, SharePoint, Vendor Management, Business Process, CRM, Cross-functional Team..., Entrepreneurship, Leadership, Software Development, Project Management, Business Development, Business Strategy, Project Planning, Six Sigma, Business Intelligence
Education
University of Pennsylvania 2006 — 2009
M.S.E., Executive Master's in Technology Management (EMTM), 3.84
American Management Association 2003 — 2003
Certificate, Information Systems Project Management
Arcadia University 1997 — 1999
B.S., Computer Science, 3.81 (Cum Laude)
University of Cambridge 1997 — 1997
Certificate, Global Communication
Rich Wilson, CFP®'s Merrill Lynch Experience July 1997 - Present
Job Vice President / Senior Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 1997 - Present
Skills
Financial Analysis, Investments, Budgets, Financial Modeling, Strategic Financial..., Estate Planning, Portfolio Management, Private Equity, Asset Management, Finance, Alternative Investments, Budgeting, Series 7, Due Diligence, Strategy, Mergers & Acquisitions, Business Strategy, Financial Planning, Strategic Planning, Business Planning
Education
Arizona State University 1997 — 2000
Merrill Lynch July 1997 - Present
Skills
Financial Analysis, Investments, Budgets, Financial Modeling, Strategic Financial..., Estate Planning, Portfolio Management, Private Equity, Asset Management, Finance, Alternative Investments, Budgeting, Series 7, Due Diligence, Strategy, Mergers & Acquisitions, Business Strategy, Financial Planning, Strategic Planning, Business Planning
Education
Arizona State University 1997 — 2000
Ed Peacock Ed Peacock's Merrill Lynch Experience March 2004 - Present
Job Assistant Vice PresidentPrivate Banking Investment Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2004 - Present
Skills
Customer Service, Financial Services, Risk Management
Education
Arapahoe Community College
Merrill Lynch March 2004 - Present
Skills
Customer Service, Financial Services, Risk Management
Education
Arapahoe Community College
David Charette's Merrill Lynch Experience October 2005 - October 2007
Job Principal at BC Home LLC
Industry Architecture & Planning
Experience
BC Home LLC October 2012 - Present
Britto Charette LLC November 2010 - Present
Perkins + Will November 2008 - November 2010
Rapt Studio October 2007 - October 2009
Merrill Lynch October 2005 - October 2007
IA Interior Architects October 2003 - October 2005
SmithGroup October 1997 - October 2003
University of Detroit Mercy September 2000 - December 2000
McIntosh Poris Associates 1996 - 1997
Albert Kahn Family of Companies 1995 - 1996
Skills
Space-planning, Interior Architecture, Comprehensive Planning, Construction Management, Urban Planning, Design Research, Submittals, Revit, Architectural Design, SketchUp, Interior Design, Sketching, Rendering, Space planning, Urban Design, Sustainability
Education
University of Detroit Mercy 2002 — 2003
Masters, Architecture
University of Detroit Mercy 1990 — 1995
B-Arch, Architecture
Aquinas College 1988 — 1990
Independent Studies, Fine Arts & Art History
BC Home LLC October 2012 - Present
Britto Charette LLC November 2010 - Present
Perkins + Will November 2008 - November 2010
Rapt Studio October 2007 - October 2009
Merrill Lynch October 2005 - October 2007
IA Interior Architects October 2003 - October 2005
SmithGroup October 1997 - October 2003
University of Detroit Mercy September 2000 - December 2000
McIntosh Poris Associates 1996 - 1997
Albert Kahn Family of Companies 1995 - 1996
Skills
Space-planning, Interior Architecture, Comprehensive Planning, Construction Management, Urban Planning, Design Research, Submittals, Revit, Architectural Design, SketchUp, Interior Design, Sketching, Rendering, Space planning, Urban Design, Sustainability
Education
University of Detroit Mercy 2002 — 2003
Masters, Architecture
University of Detroit Mercy 1990 — 1995
B-Arch, Architecture
Aquinas College 1988 — 1990
Independent Studies, Fine Arts & Art History
Chris Snelgrove's Merrill Lynch Experience February 2002 - February 2003
Job Training Manager at A Large Insurance Company
Industry Online Media
Experience
DarkFire Productions June 2009 - Present
SilverStone Books September 2008 - Present
Travelers February 2003 - Present
Merrill Lynch February 2002 - February 2003
Merrill Lynch December 2000 - February 2002
Skills
Books, Social Media, Public Speaking, Social Networking, Blogging, Editing, Creative Writing, Training, Project Management, Management, Social Media Marketing, Coaching, Storytelling, Content Strategy, Published Author
Education
University of Colorado at Denver 2003 — 2005
BA, Psychology
Arizona State University 1997 — 1998
Bachelor of Arts (B.A.), Psychology
DarkFire Productions June 2009 - Present
SilverStone Books September 2008 - Present
Travelers February 2003 - Present
Merrill Lynch February 2002 - February 2003
Merrill Lynch December 2000 - February 2002
Skills
Books, Social Media, Public Speaking, Social Networking, Blogging, Editing, Creative Writing, Training, Project Management, Management, Social Media Marketing, Coaching, Storytelling, Content Strategy, Published Author
Education
University of Colorado at Denver 2003 — 2005
BA, Psychology
Arizona State University 1997 — 1998
Bachelor of Arts (B.A.), Psychology
Allen Steigerwald's Merrill Lynch Experience July 2007 - October 2007
Job California First National Bank
Industry Banking
Experience
California First National Bank August 2011 - Present
Law office February 2009 - May 2011
First Financial Equity Corporation September 2009 - December 2009
Merrill Lynch July 2007 - October 2007
Skills
Social Media, Marketing, Customer Service, Leadership, Sales, Business Development, Strategic Planning, PowerPoint, Account Management, Microsoft Excel, Social Networking, Contract Negotiation, Public Speaking, Management, Team Building, Event Planning, Social Media Marketing, Microsoft Office, Salesforce.com, Sales Management, Training, Recruiting, Marketing Communications, New Business Development, Market Research, Cold Calling, Direct Sales, Selling, Team Leadership, Lead Generation, Marketing Strategy, B2B, Finance, Banking, Loans, Credit, Investments, Financial Analysis, Relationship Management, Financial Modeling, Negotiation, Commercial Banking, Financial Services, Strategy, Risk Management, Portfolio Management, Time Management, Microsoft Word, Budgets, Business Strategy
Education
Arizona State University 2005 — 2008
BA, Finance, Political Science
Lincoln Highschool
California First National Bank August 2011 - Present
Law office February 2009 - May 2011
First Financial Equity Corporation September 2009 - December 2009
Merrill Lynch July 2007 - October 2007
Skills
Social Media, Marketing, Customer Service, Leadership, Sales, Business Development, Strategic Planning, PowerPoint, Account Management, Microsoft Excel, Social Networking, Contract Negotiation, Public Speaking, Management, Team Building, Event Planning, Social Media Marketing, Microsoft Office, Salesforce.com, Sales Management, Training, Recruiting, Marketing Communications, New Business Development, Market Research, Cold Calling, Direct Sales, Selling, Team Leadership, Lead Generation, Marketing Strategy, B2B, Finance, Banking, Loans, Credit, Investments, Financial Analysis, Relationship Management, Financial Modeling, Negotiation, Commercial Banking, Financial Services, Strategy, Risk Management, Portfolio Management, Time Management, Microsoft Word, Budgets, Business Strategy
Education
Arizona State University 2005 — 2008
BA, Finance, Political Science
Lincoln Highschool
Cameron Lewis Cameron Lewis's Merrill Lynch Experience 1999 - 2001
Job Branch Manager Acopia Home Loans
Industry Real Estate
Experience
Supreme Lending June 2014 - January 2015
Acopia Home Loans August 2012 - June 2014
Beverly-Hanks Mortgage Services 2001 - July 2012
Merrill Lynch 1999 - 2001
Skills
Investment Consulting, Mortgage Lending, Real Estate, Referrals, Investors, Sales, Marketing, Mortgage Banking, Refinance, Loan Origination, Loans, Investments, Investment Advisory..., Real Property, FHA, Strategic Financial..., Finance, Buyers, Brokerage, Townhomes, Vacation Homes, Residential Mortgages, Jumbo Mortgage, Financial Planning
Education
Appalachian State University 1990 — 1994
Bachelor of Science, Business Marketing
Broughton High School 1986 — 1990
Golf
Supreme Lending June 2014 - January 2015
Acopia Home Loans August 2012 - June 2014
Beverly-Hanks Mortgage Services 2001 - July 2012
Merrill Lynch 1999 - 2001
Skills
Investment Consulting, Mortgage Lending, Real Estate, Referrals, Investors, Sales, Marketing, Mortgage Banking, Refinance, Loan Origination, Loans, Investments, Investment Advisory..., Real Property, FHA, Strategic Financial..., Finance, Buyers, Brokerage, Townhomes, Vacation Homes, Residential Mortgages, Jumbo Mortgage, Financial Planning
Education
Appalachian State University 1990 — 1994
Bachelor of Science, Business Marketing
Broughton High School 1986 — 1990
Golf
Chad Elting's Merrill Lynch Experience March 2011 - July 2013
Job Seeking New Career Opportunities
Industry Capital Markets
Experience
Falcon Square Capital November 2013 - Present
Merrill Lynch March 2011 - July 2013
Fifth Third Securities September 2009 - March 2011
Silverton Bank December 2007 - September 2009
Wells Fargo Institutional Brokerage November 2005 - December 2007
RBC Capital Markets February 2002 - November 2005
Skills
Series 7, Investments, Fixed Income, Series 63, Credit Analysis, Portfolio Management, Credit, Bonds, Series 65, Securities, Asset Management, Finance, Capital Markets, Wealth Management, Mutual Funds, Banking
Education
Appalachian State University 1993 — 1998
BSBA, Finance/Real Estate
Appalachian State University 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Falcon Square Capital November 2013 - Present
Merrill Lynch March 2011 - July 2013
Fifth Third Securities September 2009 - March 2011
Silverton Bank December 2007 - September 2009
Wells Fargo Institutional Brokerage November 2005 - December 2007
RBC Capital Markets February 2002 - November 2005
Skills
Series 7, Investments, Fixed Income, Series 63, Credit Analysis, Portfolio Management, Credit, Bonds, Series 65, Securities, Asset Management, Finance, Capital Markets, Wealth Management, Mutual Funds, Banking
Education
Appalachian State University 1993 — 1998
BSBA, Finance/Real Estate
Appalachian State University 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Diane Heiss Diane Heiss's Merrill Lynch Experience July 2010 - July 2011
Job Administrative Assistant
Industry Health, Wellness and Fitness
Experience
Basements 4 Less November 2012 - September 2013
Merrill Lynch July 2010 - July 2011
Wake County Public Schools September 2007 - April 2010
Westaff October 2006 - March 2007
Cox Communications October 2005 - June 2006
Aerotek February 2005 - August 2005
Chesterfield Veterinary Hospital August 2002 - October 2002
Skills
Software Documentation, Outlook, Customer Service, Troubleshooting, Data Entry, Management, Training, Networking, Payroll, Microsoft Office, Recruiting, Budgets, Microsoft Excel, Time Management, Process Scheduler, SAP, Peachtree, QuickBooks, PowerPoint, Typing, Multi Tasking, Invoicing, Spreadsheets, Telephone Skills, Administrative..., Accounts Payable, Documentation
Education
Argosy University Phoenix 2013 — 2015
Associate's degree, Business Administration and Management, General, A
The Chubb Institute 2002 — 2003
Diploma, Network Technician
Steinert High School 1982 — 1986
Diploma, Business
Basements 4 Less November 2012 - September 2013
Merrill Lynch July 2010 - July 2011
Wake County Public Schools September 2007 - April 2010
Westaff October 2006 - March 2007
Cox Communications October 2005 - June 2006
Aerotek February 2005 - August 2005
Chesterfield Veterinary Hospital August 2002 - October 2002
Skills
Software Documentation, Outlook, Customer Service, Troubleshooting, Data Entry, Management, Training, Networking, Payroll, Microsoft Office, Recruiting, Budgets, Microsoft Excel, Time Management, Process Scheduler, SAP, Peachtree, QuickBooks, PowerPoint, Typing, Multi Tasking, Invoicing, Spreadsheets, Telephone Skills, Administrative..., Accounts Payable, Documentation
Education
Argosy University Phoenix 2013 — 2015
Associate's degree, Business Administration and Management, General, A
The Chubb Institute 2002 — 2003
Diploma, Network Technician
Steinert High School 1982 — 1986
Diploma, Business
Alex Rosen Alex Rosen's Merrill Lynch Experience October 2012 - Present
Job Financial Advisor / 401(k) Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2012 - Present
Paychex March 2007 - October 2012
Mercer Advisors September 2005 - March 2007
Enterprise Rent-A-Car January 1998 - September 2005
Skills
Sales Management, Account Management, Cold Calling, Hiring, New Business Development, Business to Business..., Business to Client Sales, Relationship Sales, Medical Sales, Consultative Selling, Selling, Personal Financial..., Retirement Plan..., Qualified Retirement..., General Securities..., Series 7, Series 66, Mutual Funds, Stocks, Options, Wealth Management, 401k Rollovers, Life & Health Insurance..., Sales, Business Development, Retirement Planning, B2B, Training, 401k, Sales Process, Management, Customer Service, Team Building
Education
Arizona State University 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Merrill Lynch October 2012 - Present
Paychex March 2007 - October 2012
Mercer Advisors September 2005 - March 2007
Enterprise Rent-A-Car January 1998 - September 2005
Skills
Sales Management, Account Management, Cold Calling, Hiring, New Business Development, Business to Business..., Business to Client Sales, Relationship Sales, Medical Sales, Consultative Selling, Selling, Personal Financial..., Retirement Plan..., Qualified Retirement..., General Securities..., Series 7, Series 66, Mutual Funds, Stocks, Options, Wealth Management, 401k Rollovers, Life & Health Insurance..., Sales, Business Development, Retirement Planning, B2B, Training, 401k, Sales Process, Management, Customer Service, Team Building
Education
Arizona State University 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Jim Shoemaker, CIMA Jim Shoemaker, CIMA's Merrill Lynch Experience August 2001 - July 2011
Job Financial Advisor | Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2011 - Present
Merrill Lynch August 2001 - July 2011
Prudential Securities January 1992 - August 2001
Interstate/Johnson Lane August 1990 - January 1992
Smith Barney March 1989 - August 1990
Education
University of Pennsylvania - The Wharton School 2000 — 2001
CIMA, Certified Investment Management Analyst
Appalachian State University 1976 — 1980
BSBA, Business
Richmond Academy
Richmond Academy
Richmond Academy
Ameriprise Financial Services, Inc. July 2011 - Present
Merrill Lynch August 2001 - July 2011
Prudential Securities January 1992 - August 2001
Interstate/Johnson Lane August 1990 - January 1992
Smith Barney March 1989 - August 1990
Education
University of Pennsylvania - The Wharton School 2000 — 2001
CIMA, Certified Investment Management Analyst
Appalachian State University 1976 — 1980
BSBA, Business
Richmond Academy
Richmond Academy
Richmond Academy
Holly Sharp Holly Sharp's Merrill Lynch Experience June 2008 - February 2009
Job Financial Advisor at Capitol Securities Management, Inc.
Industry Financial Services
Experience
Capitol Securities Management, Inc. March 2009 - Present
Merrill Lynch June 2008 - February 2009
Wachovia Securities September 1996 - May 2008
Education
Appalachian State University 1992 — 1996
BSBA, Cum Laude, Marketing and Psychology
Capitol Securities Management, Inc. March 2009 - Present
Merrill Lynch June 2008 - February 2009
Wachovia Securities September 1996 - May 2008
Education
Appalachian State University 1992 — 1996
BSBA, Cum Laude, Marketing and Psychology
Ed Lynch, PMP ITIL MCSE Ed Lynch, PMP ITIL MCSE's Merrill Lynch Experience April 2004 - February 2007
Job Senior Infrastructure Project Manager at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon May 2014 - Present
Avanade, Inc April 2012 - Present
Thomson Reuters February 2014 - May 2014
Moody's Investors Service May 2011 - April 2012
Standard & Poor's February 2007 - May 2011
McGraw-Hill Companies February 2007 - May 2011
Standard and Poor's / McGraw-Hill February 2007 - May 2011
US Navy July 1988 - June 2009
Merrill Lynch April 2004 - February 2007
Sony BMG November 2003 - April 2004
Skills
ITIL, PMP, ILM, Six Sigma, Operations Management, Program Management, Architecture, Process Improvement, Change Management, Risk Management, Compliance, Windows, Microsoft Office, Operating Systems, Active Directory, Team Leadership, Security, Team Building, Administration, Resource Management, Problem Solving, Integration, Budgeting, Vendor Management, Telecommunications, Troubleshooting, Documentation, IT Operations, Project Planning, Disaster Recovery, Team Management, Security Clearance, SharePoint, Business Management, Excel, Access, Visio, Military, IT Management, MS Project, Word, Computer Hardware, Network Administration, SDLC, Organizational..., Project Management, Transformational..., IT Transformation, IT Infrastructure..., Microsoft Word
Education
University of Phoenix 2003 — 2005
MS, Business Information Systems
Naval War College 1998 — 2000
Master of Science (MS), Military Intelligence, Command Control and Information Operations
City University of New York-John Jay College of Criminal Justice 1991 — 1993
BS, Legal Studies/Computer Science
Arizona State University 1986 — 1988
BS, Aeronautics/Aviation/Aerospace Science and Technology, General
BNY Mellon May 2014 - Present
Avanade, Inc April 2012 - Present
Thomson Reuters February 2014 - May 2014
Moody's Investors Service May 2011 - April 2012
Standard & Poor's February 2007 - May 2011
McGraw-Hill Companies February 2007 - May 2011
Standard and Poor's / McGraw-Hill February 2007 - May 2011
US Navy July 1988 - June 2009
Merrill Lynch April 2004 - February 2007
Sony BMG November 2003 - April 2004
Skills
ITIL, PMP, ILM, Six Sigma, Operations Management, Program Management, Architecture, Process Improvement, Change Management, Risk Management, Compliance, Windows, Microsoft Office, Operating Systems, Active Directory, Team Leadership, Security, Team Building, Administration, Resource Management, Problem Solving, Integration, Budgeting, Vendor Management, Telecommunications, Troubleshooting, Documentation, IT Operations, Project Planning, Disaster Recovery, Team Management, Security Clearance, SharePoint, Business Management, Excel, Access, Visio, Military, IT Management, MS Project, Word, Computer Hardware, Network Administration, SDLC, Organizational..., Project Management, Transformational..., IT Transformation, IT Infrastructure..., Microsoft Word
Education
University of Phoenix 2003 — 2005
MS, Business Information Systems
Naval War College 1998 — 2000
Master of Science (MS), Military Intelligence, Command Control and Information Operations
City University of New York-John Jay College of Criminal Justice 1991 — 1993
BS, Legal Studies/Computer Science
Arizona State University 1986 — 1988
BS, Aeronautics/Aviation/Aerospace Science and Technology, General
Cathy Bryan's Merrill Lynch Experience September 1999 - April 2002
Job Financial Service Representative at Adams Bank & Trust
Industry Banking
Experience
Adams Bank & Trust July 2013 - Present
Zia Stained Glass June 1994 - Present
JPMorgan Chase May 2004 - November 2005
Cornerstone Mortgage @ First National Bank November 2002 - May 2004
Merrill Lynch September 1999 - April 2002
Optima Mortgage February 1996 - September 1999
Skills
Mortgage Lending, FHA, Loans, Real Estate, Banking, Marketing, Construction Loans, Customer Service, Loan Servicing
Education
Arapahoe Community College 1971 — 1971
Business
University of Colorado Denver 1970 — 1970
Business
Adams Bank & Trust July 2013 - Present
Zia Stained Glass June 1994 - Present
JPMorgan Chase May 2004 - November 2005
Cornerstone Mortgage @ First National Bank November 2002 - May 2004
Merrill Lynch September 1999 - April 2002
Optima Mortgage February 1996 - September 1999
Skills
Mortgage Lending, FHA, Loans, Real Estate, Banking, Marketing, Construction Loans, Customer Service, Loan Servicing
Education
Arapahoe Community College 1971 — 1971
Business
University of Colorado Denver 1970 — 1970
Business
Todd Kleinfeld Todd Kleinfeld's Merrill Lynch Experience June 1993 - Present
Job First Vice President Investments
Industry Financial Services
Experience
Merrill Lynch June 1993 - Present
UBS / Paine Webber May 1991 - June 1993
Skills
401k, Pensions, Retirement, Employee Benefits, Defined Benefit, IRA's, Public Speaking, ERISA, Executive Compensation, Deferred Compensation, Business Planning, IRAs, Retirement Planning, Executive Pay, Small Business, Profit Sharing, Estate Planning, Finance, Investments, Strategic Financial..., Financial Advisory, Portfolio Management, Customer Service, Financial Planning, Management, Mutual Funds, Sales
Education
Arizona State University
Merrill Lynch June 1993 - Present
UBS / Paine Webber May 1991 - June 1993
Skills
401k, Pensions, Retirement, Employee Benefits, Defined Benefit, IRA's, Public Speaking, ERISA, Executive Compensation, Deferred Compensation, Business Planning, IRAs, Retirement Planning, Executive Pay, Small Business, Profit Sharing, Estate Planning, Finance, Investments, Strategic Financial..., Financial Advisory, Portfolio Management, Customer Service, Financial Planning, Management, Mutual Funds, Sales
Education
Arizona State University
Christopher M. Logan's Merrill Lynch Experience July 1999 - August 2008
Job Sr. Analyst, Retirement Benefits at Xylem Inc.
Industry Human Resources
Experience
Xylem Inc. January 2015 - Present
Logan and Company, Inc. June 2013 - January 2015
JP Morgan Retirement Plan Services September 2008 - June 2013
Merrill Lynch July 1999 - August 2008
Skills
Series 7, 401k, Mutual Funds, Retirement, Financial Services, Investments, Retirement Planning, Wealth Management, Asset Management, Relationship Management, FINRA, Portfolio Management, Pensions, Defined Benefit
Education
Arapahoe Community College 1996 — 1999
Associate's degree, Accounting
Columbine High School 1995 — 1999
Xylem Inc. January 2015 - Present
Logan and Company, Inc. June 2013 - January 2015
JP Morgan Retirement Plan Services September 2008 - June 2013
Merrill Lynch July 1999 - August 2008
Skills
Series 7, 401k, Mutual Funds, Retirement, Financial Services, Investments, Retirement Planning, Wealth Management, Asset Management, Relationship Management, FINRA, Portfolio Management, Pensions, Defined Benefit
Education
Arapahoe Community College 1996 — 1999
Associate's degree, Accounting
Columbine High School 1995 — 1999
Steve Dunkelberg Steve Dunkelberg's Merrill Lynch Experience October 2012 - April 2013
Job Financial Analyst
Industry Financial Services
Experience
Fifth Third Securities May 2013 - January 2015
Merrill Lynch October 2012 - April 2013
Bar Beverage Control Inc January 2002 - September 2012
Midwest Capital Advisors November 2008 - December 2009
Skills
Retirement Planning, Estate Planning, Investments, Financial Planners, Investment Management, Finance, Customer Service, Financial Analysis, Financial Services, Loans, Financial Goals, Strategic Financial..., Wealth Management, Portfolio Management, Investment Advisory, Banking, Strategic Planning, Customer Relations
Education
Aquinas College 2001 — 2002
Master of Education (M.Ed.) (purposely stopped one class short of degree), Secondary Level State of Michigan Education and Teaching Certificate
Michigan State University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Fifth Third Securities May 2013 - January 2015
Merrill Lynch October 2012 - April 2013
Bar Beverage Control Inc January 2002 - September 2012
Midwest Capital Advisors November 2008 - December 2009
Skills
Retirement Planning, Estate Planning, Investments, Financial Planners, Investment Management, Finance, Customer Service, Financial Analysis, Financial Services, Loans, Financial Goals, Strategic Financial..., Wealth Management, Portfolio Management, Investment Advisory, Banking, Strategic Planning, Customer Relations
Education
Aquinas College 2001 — 2002
Master of Education (M.Ed.) (purposely stopped one class short of degree), Secondary Level State of Michigan Education and Teaching Certificate
Michigan State University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
allison chalmers allison chalmers's Merrill Lynch Experience January 2008 - March 2009
Job Sr. Business Management Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
TIAA-CREF December 2011 - July 2012
Bank of America Merrill Lynch January 2011 - December 2011
Bank of America Merrill Lynch April 2009 - December 2010
Merrill Lynch January 2008 - March 2009
Merrill Lynch January 2007 - December 2007
Skills
Microsoft Office, Access, Word, SharePoint, Outlook, Visio, MS Project, PowerPoint, TOAD, SQL, HTML, Clarity, Rational ClearQuest, ODBC, Oracle, Quality Center, Siebel, WebEx, Live Meeting, CSS
Education
Arcadia University 2007 — 2011
Master of Arts, Professional Writing
McGill University 1999 — 2003
Bachelor of Arts, English
TIAA-CREF September 2013 - Present
TIAA-CREF December 2011 - July 2012
Bank of America Merrill Lynch January 2011 - December 2011
Bank of America Merrill Lynch April 2009 - December 2010
Merrill Lynch January 2008 - March 2009
Merrill Lynch January 2007 - December 2007
Skills
Microsoft Office, Access, Word, SharePoint, Outlook, Visio, MS Project, PowerPoint, TOAD, SQL, HTML, Clarity, Rational ClearQuest, ODBC, Oracle, Quality Center, Siebel, WebEx, Live Meeting, CSS
Education
Arcadia University 2007 — 2011
Master of Arts, Professional Writing
McGill University 1999 — 2003
Bachelor of Arts, English
Emily DuRant Emily DuRant's Merrill Lynch Experience May 2010 - December 2010
Job Administrative Assistant at World Financial Group Transamerica Financial Advisors
Industry Financial Services
Experience
World Financial Group (WFG) March 2013 - Present
Professional Childcare 2000 - 2013
Merrill Lynch May 2010 - December 2010
Skills
Spanish, Financial Services, Customer Service, Organization, Creativity, Team Leadership, Social Media, Writing, Communication Skills, Events Coordination, Resourceful..., Time Management, Marketing, Research, Foreign Languages, Editing, Professional..., Windows, Mac, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Facebook
Education
Appalachian State University 2007 — 2011
Bachelor of Arts (BA), Spanish Language and Literature
Appalachian State University 2007 — 2011
Bachelor of Arts (BA), English Language and Literature, General
Fundación José Ortega y Gasset 2010 — 2010
Bachelor of Arts (BA), Spanish Language and Literature
World Financial Group (WFG) March 2013 - Present
Professional Childcare 2000 - 2013
Merrill Lynch May 2010 - December 2010
Skills
Spanish, Financial Services, Customer Service, Organization, Creativity, Team Leadership, Social Media, Writing, Communication Skills, Events Coordination, Resourceful..., Time Management, Marketing, Research, Foreign Languages, Editing, Professional..., Windows, Mac, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Facebook
Education
Appalachian State University 2007 — 2011
Bachelor of Arts (BA), Spanish Language and Literature
Appalachian State University 2007 — 2011
Bachelor of Arts (BA), English Language and Literature, General
Fundación José Ortega y Gasset 2010 — 2010
Bachelor of Arts (BA), Spanish Language and Literature
Sarah Smyer Sarah Smyer's Merrill Lynch Experience October 1996 - May 2008
Job Student at OCCC
Industry Accounting
Experience
Oklahoma City Community College February 2014 - Present
Merrill Lynch October 1996 - May 2008
Morgan Stanley 1999 - 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C
Education
OCCC 2012 — 2014
Bachelor of Science (BS), Business/Accounting
Arapahoe Community College
Bachelor of Science (BS), Business Administration and Management, General
Oklahoma City Community College February 2014 - Present
Merrill Lynch October 1996 - May 2008
Morgan Stanley 1999 - 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C
Education
OCCC 2012 — 2014
Bachelor of Science (BS), Business/Accounting
Arapahoe Community College
Bachelor of Science (BS), Business Administration and Management, General
Thomas Honor, MBA Thomas Honor, MBA's Merrill Lynch Experience August 2000 - April 2002
Job Financial Advisor, Assistant Vice President at The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company January 2015 - Present
Vision Financial Group, LLC August 2011 - June 2013
Waddell & Reed Financial Services November 2009 - August 2011
Robert W. Baird & Co. April 2002 - November 2009
Merrill Lynch August 2000 - April 2002
Skills
Retirement Planning, 401k Rollovers, IRAs, Retirement, Wealth Accumulation, Wealth Management, Series 7, Series 66, Fixed Annuities, Variable Annuities, Equities, Financial Risk, Key Performance..., Market Analysis, Project Management, Strategic Planning, Uniform Combined State..., Public Speaking, Customer Service, Finance, Management, Leadership
Education
Aquinas College 1998 — 2004
Master of Management
Grand Valley State University 2001 — 2002
Certificate Program in Financial Planning
Ferris State University 1980 — 1984
Radio and Television Broadcasting Technology/Technician
Holland High
The Huntington Investment Company January 2015 - Present
Vision Financial Group, LLC August 2011 - June 2013
Waddell & Reed Financial Services November 2009 - August 2011
Robert W. Baird & Co. April 2002 - November 2009
Merrill Lynch August 2000 - April 2002
Skills
Retirement Planning, 401k Rollovers, IRAs, Retirement, Wealth Accumulation, Wealth Management, Series 7, Series 66, Fixed Annuities, Variable Annuities, Equities, Financial Risk, Key Performance..., Market Analysis, Project Management, Strategic Planning, Uniform Combined State..., Public Speaking, Customer Service, Finance, Management, Leadership
Education
Aquinas College 1998 — 2004
Master of Management
Grand Valley State University 2001 — 2002
Certificate Program in Financial Planning
Ferris State University 1980 — 1984
Radio and Television Broadcasting Technology/Technician
Holland High
Aurora Colon's Merrill Lynch Experience October 2014 - Present
Job Officer; Operations Professional Markets at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Merrill Lynch August 2010 - October 2014
Bank of America February 2010 - October 2010
Charlotte Eye, Ear, Nose and Throat Associates, P.A May 2009 - February 2010
Skills
Risk Management, Financial Reporting, Fixed Income Portfolio..., Global Trade Management, Microsoft Office, Bilingual, Supervising, Hands-on Training, Analytics, Business Development, Customer Service, Innovation, Key Account Management, Leadership, New Business Development, IT Operations, Strategic Planning, Quality Management, Problem Solving, Trading, Accounting, Series 7, Fixed Income, Banking, Management, Team Leadership, Operations Management, Project Management, Teamwork
Education
Appalachian State University 2004 — 2008
Bachelor's Degree, International Business
Soochow University (CN) 2007 — 2007
Mandarin Certification, Mandarin
Merrill Lynch October 2014 - Present
Merrill Lynch August 2010 - October 2014
Bank of America February 2010 - October 2010
Charlotte Eye, Ear, Nose and Throat Associates, P.A May 2009 - February 2010
Skills
Risk Management, Financial Reporting, Fixed Income Portfolio..., Global Trade Management, Microsoft Office, Bilingual, Supervising, Hands-on Training, Analytics, Business Development, Customer Service, Innovation, Key Account Management, Leadership, New Business Development, IT Operations, Strategic Planning, Quality Management, Problem Solving, Trading, Accounting, Series 7, Fixed Income, Banking, Management, Team Leadership, Operations Management, Project Management, Teamwork
Education
Appalachian State University 2004 — 2008
Bachelor's Degree, International Business
Soochow University (CN) 2007 — 2007
Mandarin Certification, Mandarin
Jacob Haas's Merrill Lynch Experience November 2013 - Present
Job Merrill Lynch Global Wealth Management
Industry Investment Management
Experience
Merrill Lynch November 2013 - Present
The DaVinci Group, Inc January 2004 - Present
Jake's Great Food Fast, LLC January 2012 - June 2013
Identity Sciences, LLC January 2005 - August 2007
Education
-
Appalachian State University
Bachelor of Science (B.S.), Finance
Merrill Lynch November 2013 - Present
The DaVinci Group, Inc January 2004 - Present
Jake's Great Food Fast, LLC January 2012 - June 2013
Identity Sciences, LLC January 2005 - August 2007
Education
-
Appalachian State University
Bachelor of Science (B.S.), Finance
Kyle Trueba Kyle Trueba's Merrill Lynch Experience May 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
Wireless Advocates February 2011 - May 2012
Digitell Cellular December 2007 - September 2010
Ritz Camera & Image May 2005 - November 2007
Skills
Direct Sales, Forecasting, Linear Regression, Sales, Selling, Customer Retention, Customer Satisfaction, Retail, Sales Presentations, Merchandising, Inventory Management, Sales Management, Wireless, Account Management, Customer Service, Telecommunications, Marketing, Time Management, 401k, Asset allocation, Wealth Management, Telemarketing, Fixed Income, Life Insurance, Equities, Mutual Funds, Municipal Bonds, Strategic Financial..., Special Needs Trusts, Retirement Planning, Estate Planning, College Savings Plans, 529 Plans, Retirement, Series 7
Education
Arizona State University 2009 — 2011
Bachelor of Science, Economics
Sabino high school 2000 — 2004
Merrill Lynch May 2012 - Present
Wireless Advocates February 2011 - May 2012
Digitell Cellular December 2007 - September 2010
Ritz Camera & Image May 2005 - November 2007
Skills
Direct Sales, Forecasting, Linear Regression, Sales, Selling, Customer Retention, Customer Satisfaction, Retail, Sales Presentations, Merchandising, Inventory Management, Sales Management, Wireless, Account Management, Customer Service, Telecommunications, Marketing, Time Management, 401k, Asset allocation, Wealth Management, Telemarketing, Fixed Income, Life Insurance, Equities, Mutual Funds, Municipal Bonds, Strategic Financial..., Special Needs Trusts, Retirement Planning, Estate Planning, College Savings Plans, 529 Plans, Retirement, Series 7
Education
Arizona State University 2009 — 2011
Bachelor of Science, Economics
Sabino high school 2000 — 2004
Missy Summers Missy Summers's Merrill Lynch Experience March 2014 - December 2014
Job Director of Development at Junior Achievement of the Michigan Great Lakes
Industry Banking
Experience
Junior Achievement of the Michigan Great Lakes May 2015 - Present
Merrill Lynch March 2014 - December 2014
Bank of America September 2003 - March 2014
Skills
Microsoft Office, Risk Management, Banking, Credit, Outlook, Leadership, Customer Service, Sales, Consumer Lending, Retail Banking, Small Business Lending, Microsoft Excel, Microsoft Word, Loans, Commercial Banking, Mortgage Lending, Strategic Planning, Credit Analysis, Portfolio Management, Management, Public Speaking, Event Planning, Nonprofits, Fundraising, Community Outreach, Team Building, Public Relations, Event Management, Leadership Development, Marketing, Volunteer Management, Financial Analysis, Finance
Education
Aquinas College 2013 — 2016
Master of Sustainable Business (pursuing), Sustainability Studies
Ferris State University 2009 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Grand Rapids Community College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Junior Achievement of the Michigan Great Lakes May 2015 - Present
Merrill Lynch March 2014 - December 2014
Bank of America September 2003 - March 2014
Skills
Microsoft Office, Risk Management, Banking, Credit, Outlook, Leadership, Customer Service, Sales, Consumer Lending, Retail Banking, Small Business Lending, Microsoft Excel, Microsoft Word, Loans, Commercial Banking, Mortgage Lending, Strategic Planning, Credit Analysis, Portfolio Management, Management, Public Speaking, Event Planning, Nonprofits, Fundraising, Community Outreach, Team Building, Public Relations, Event Management, Leadership Development, Marketing, Volunteer Management, Financial Analysis, Finance
Education
Aquinas College 2013 — 2016
Master of Sustainable Business (pursuing), Sustainability Studies
Ferris State University 2009 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Grand Rapids Community College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Brandon Arthurs's Merrill Lynch Experience June 2011 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2011 - Present
Merrill Lynch March 2009 - June 2011
Bank of America July 2008 - March 2009
Bank of America October 2007 - July 2008
Skills
Finance, Investments, Mutual Funds, Financial Services, Wealth Management, Equities, Financial Analysis, Retirement Planning, Securities
Education
Appalachian State University 2002 — 2006
Bachelor's degree, Economics
Merrill Lynch June 2011 - Present
Merrill Lynch March 2009 - June 2011
Bank of America July 2008 - March 2009
Bank of America October 2007 - July 2008
Skills
Finance, Investments, Mutual Funds, Financial Services, Wealth Management, Equities, Financial Analysis, Retirement Planning, Securities
Education
Appalachian State University 2002 — 2006
Bachelor's degree, Economics
Diana McCarl Diana McCarl's Merrill Lynch Experience September 1997 - May 2002
Job Brokerage Processing Supervisor at Scottrade
Industry Investment Management
Experience
Scottrade May 2011 - Present
Fiserv ISS (Now Lincoln Trust Company) February 2006 - December 2009
Fiserv ISS (Now Lincoln Trust Company) August 2002 - February 2006
Merrill Lynch September 1997 - May 2002
Skills
Passed the Series 99 in..., Project Management, Securities, Mutual Funds, Vendor Management, Risk Management, Leadership
Education
Arapahoe Community College
Scottrade May 2011 - Present
Fiserv ISS (Now Lincoln Trust Company) February 2006 - December 2009
Fiserv ISS (Now Lincoln Trust Company) August 2002 - February 2006
Merrill Lynch September 1997 - May 2002
Skills
Passed the Series 99 in..., Project Management, Securities, Mutual Funds, Vendor Management, Risk Management, Leadership
Education
Arapahoe Community College
Jared Bleiler Jared Bleiler's Merrill Lynch Experience August 2011 - December 2011
Job Account Manager at Becker Professional Education
Industry Education Management
Experience
Becker Professional Education May 2015 - Present
FMC Technologies October 2014 - March 2015
FMC Technologies March 2014 - October 2014
FMC Technologies March 2012 - February 2014
Merrill Lynch August 2011 - December 2011
Marcus & Millichap 2009 - 2010
Invensys Operations Management June 2008 - November 2009
Skills
Social Media, Facebook, Marketing Communications, Management, Operations Management, Service Management, Profit & Loss Management, Oil & Gas, Project Planning, Budgets, Time Management, Recruiting, Social Media Marketing, Oil/Gas, B2B Marketing Strategy, Marketing Strategy, Event Planning, Sales Operations, Sales Management, Product Marketing, Marketing, Project Management, Supervisory Skills, Microsoft Excel, Twitter, Microsoft Word, YouTube, InDesign, Photoshop, Microsoft Office, Access, SAP, Visio, PowerPoint, Microsoft Project, Impact Quality, Business Analysis, Sales, Customer Service, Strategy, Social Networking, Leadership, Public Speaking, Exhibition Stands, Strategic Marketing, Integrated Marketing, Constant Contact, Email Marketing, Account Management
Education
Sam Houston State University 2010 — 2011
Masters Degree, Business Administration
Arizona State University 2005 — 2010
Bachelor Degree, Global Business and Marketing
Cypress Creek High School 2001 — 2005
High School Diploma, General Studies
Becker Professional Education May 2015 - Present
FMC Technologies October 2014 - March 2015
FMC Technologies March 2014 - October 2014
FMC Technologies March 2012 - February 2014
Merrill Lynch August 2011 - December 2011
Marcus & Millichap 2009 - 2010
Invensys Operations Management June 2008 - November 2009
Skills
Social Media, Facebook, Marketing Communications, Management, Operations Management, Service Management, Profit & Loss Management, Oil & Gas, Project Planning, Budgets, Time Management, Recruiting, Social Media Marketing, Oil/Gas, B2B Marketing Strategy, Marketing Strategy, Event Planning, Sales Operations, Sales Management, Product Marketing, Marketing, Project Management, Supervisory Skills, Microsoft Excel, Twitter, Microsoft Word, YouTube, InDesign, Photoshop, Microsoft Office, Access, SAP, Visio, PowerPoint, Microsoft Project, Impact Quality, Business Analysis, Sales, Customer Service, Strategy, Social Networking, Leadership, Public Speaking, Exhibition Stands, Strategic Marketing, Integrated Marketing, Constant Contact, Email Marketing, Account Management
Education
Sam Houston State University 2010 — 2011
Masters Degree, Business Administration
Arizona State University 2005 — 2010
Bachelor Degree, Global Business and Marketing
Cypress Creek High School 2001 — 2005
High School Diploma, General Studies
Julie McKemy's Merrill Lynch Experience October 1999 - August 2001
Job Retired
Industry Consumer Services
Experience
Staples Business Advantage October 2010 - June 2011
Baby Boom Basket Company January 2006 - December 2009
OppenheimerFunds October 2001 - January 2006
Merrill Lynch October 1999 - August 2001
Merrill Lynch April 1998 - October 1999
Skills
Customer Service, Call Centers, Sales, Customer Satisfaction, Financial Services, Mutual Funds, QuickBooks
Education
Arapahoe Community College
Legal Assistant Certificate
Santa Clara University
B.A., History
University of California, Davis
M.A., Art Hstory
Staples Business Advantage October 2010 - June 2011
Baby Boom Basket Company January 2006 - December 2009
OppenheimerFunds October 2001 - January 2006
Merrill Lynch October 1999 - August 2001
Merrill Lynch April 1998 - October 1999
Skills
Customer Service, Call Centers, Sales, Customer Satisfaction, Financial Services, Mutual Funds, QuickBooks
Education
Arapahoe Community College
Legal Assistant Certificate
Santa Clara University
B.A., History
University of California, Davis
M.A., Art Hstory
Daniel Marshall Daniel Marshall's Merrill Lynch Experience December 1993 - January 1996
Job Specialist at Apple Inc.
Industry Computer Software
Experience
Apple Retail November 2011 - Present
ClearCare April 2011 - November 2011
Rainmaker June 2007 - March 2011
Charles Schwab November 2005 - May 2007
Independent December 2001 - October 2005
USBancorp Piper Jaffray October 2000 - November 2001
Prudential Securities February 1996 - October 2000
Merrill Lynch December 1993 - January 1996
Skills
Entrepreneurship, Social Media Marketing, Start-ups, CRM, Social Networking, Customer Service, Sales, Salesforce.com, Business Development, Social Media, Management, Email Marketing, Leadership, Cold Calling, Marketing, B2B, Customer Retention, SaaS, Customer Satisfaction, Competitive Analysis, Workshop Facilitation, Retail
Education
Arizona State University
Apple Retail November 2011 - Present
ClearCare April 2011 - November 2011
Rainmaker June 2007 - March 2011
Charles Schwab November 2005 - May 2007
Independent December 2001 - October 2005
USBancorp Piper Jaffray October 2000 - November 2001
Prudential Securities February 1996 - October 2000
Merrill Lynch December 1993 - January 1996
Skills
Entrepreneurship, Social Media Marketing, Start-ups, CRM, Social Networking, Customer Service, Sales, Salesforce.com, Business Development, Social Media, Management, Email Marketing, Leadership, Cold Calling, Marketing, B2B, Customer Retention, SaaS, Customer Satisfaction, Competitive Analysis, Workshop Facilitation, Retail
Education
Arizona State University
Gregory Gosselin Gregory Gosselin's Merrill Lynch Experience May 2007 - August 2007
Job Capital Markets Analyst at Bayview Loan Servicing, LLC
Industry Financial Services
Experience
Bayview Loan Servicing, LLC December 2014 - Present
Quicken Loans February 2014 - December 2014
Quicken Loans November 2012 - February 2014
Credit Suisse July 2011 - October 2012
Credit Suisse June 2010 - July 2011
Merrill Lynch May 2007 - August 2007
Skills
Leadership, Analysis, Microsoft Office, Finance, Marketing, Program Management, Financial Analysis
Education
Appalachian State University 2009 — 2010
MBA, Business
North Carolina State University 2005 — 2009
BS, Finance
Bayview Loan Servicing, LLC December 2014 - Present
Quicken Loans February 2014 - December 2014
Quicken Loans November 2012 - February 2014
Credit Suisse July 2011 - October 2012
Credit Suisse June 2010 - July 2011
Merrill Lynch May 2007 - August 2007
Skills
Leadership, Analysis, Microsoft Office, Finance, Marketing, Program Management, Financial Analysis
Education
Appalachian State University 2009 — 2010
MBA, Business
North Carolina State University 2005 — 2009
BS, Finance
Alana Carrasco Alana Carrasco's Merrill Lynch Experience January 2010 - June 2012
Job Client Services Associate at JP Morgan Chase
Industry Financial Services
Experience
Wells Fargo Advisors May 2013 - November 2014
Merrill Edge June 2012 - May 2013
Merrill Lynch January 2010 - June 2012
Education
Arizona State University 2005 — 2009
Bachelor of Science (B.S.), Human Development and Family Studies, General
Wells Fargo Advisors May 2013 - November 2014
Merrill Edge June 2012 - May 2013
Merrill Lynch January 2010 - June 2012
Education
Arizona State University 2005 — 2009
Bachelor of Science (B.S.), Human Development and Family Studies, General
Amber Horner's Merrill Lynch Experience July 2007 - August 2007
Job Google Adwords Account Strategist at Revana
Industry Information Technology and Services
Experience
Revana October 2014 - Present
Revana September 2013 - October 2014
Victoria's Secret May 2012 - June 2013
American Express August 2012 - February 2013
Aeropostale April 2011 - July 2012
Merrill Lynch July 2007 - August 2007
Skills
Sales, Cashiering, Customer Service, Customer Satisfaction, Customer Engagement, Highly detail oriented, Highly Reliable, Computer Proficiency, Phone Etiquette, Microsoft Office, Determination to Succeed, Multitasking Skills, Creative Problem Solving, Organizational..., CRM, Management, Call Centers, Visual Merchandising, Program Management, Telephone Skills, Team Leadership, Problem Solving
Education
Arizona State University 2010 — 2011
Political Science and Government
Nothern Arizona University 2008 — 2010
International Relations and Affairs
Revana October 2014 - Present
Revana September 2013 - October 2014
Victoria's Secret May 2012 - June 2013
American Express August 2012 - February 2013
Aeropostale April 2011 - July 2012
Merrill Lynch July 2007 - August 2007
Skills
Sales, Cashiering, Customer Service, Customer Satisfaction, Customer Engagement, Highly detail oriented, Highly Reliable, Computer Proficiency, Phone Etiquette, Microsoft Office, Determination to Succeed, Multitasking Skills, Creative Problem Solving, Organizational..., CRM, Management, Call Centers, Visual Merchandising, Program Management, Telephone Skills, Team Leadership, Problem Solving
Education
Arizona State University 2010 — 2011
Political Science and Government
Nothern Arizona University 2008 — 2010
International Relations and Affairs
Jennifer Wakefield Jennifer Wakefield's Merrill Lynch Experience December 1999 - Present
Job Business Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 1999 - Present
Skills
Risk Management, Asset Management, Visio, Back Office, Investments, Financial Services, Management, Business Analysis, Process Improvement, Business Requirements, Wealth Management
Education
Arapahoe Community College 2001 — 2001
GED, ACADEMICS
Merrill Lynch December 1999 - Present
Skills
Risk Management, Asset Management, Visio, Back Office, Investments, Financial Services, Management, Business Analysis, Process Improvement, Business Requirements, Wealth Management
Education
Arapahoe Community College 2001 — 2001
GED, ACADEMICS
David Lyall, CFP® David Lyall, CFP®'s Merrill Lynch Experience May 1992 - June 2001
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2006 - Present
Wachovia Securities Financial Network July 2003 - July 2005
UBS June 2001 - July 2003
Merrill Lynch May 1992 - June 2001
Education
Appalachian State University 1986 — 1991
Bachelor's degree, Business
Ameriprise Financial Services, Inc. August 2006 - Present
Wachovia Securities Financial Network July 2003 - July 2005
UBS June 2001 - July 2003
Merrill Lynch May 1992 - June 2001
Education
Appalachian State University 1986 — 1991
Bachelor's degree, Business
Gail Frances, MPA Gail Frances, MPA's Merrill Lynch Experience 1999 - 2001
Job Consultant
Industry Writing and Editing
Experience
Gail Frances January 2011 - Present
Neighbor Network January 2013 - August 2015
ICOSA Magazine 2012 - 2014
Leading Edge Advisors August 2011 - September 2013
Douglas County School District January 2011 - November 2011
Wells Fargo Advisors, LLC April 2001 - September 2010
Merrill Lynch 1999 - 2001
Merrill Lynch 1997 - 1999
Capital Group/American Funds 1991 - 1994
The College for Financial Planning 1988 - 1991
Skills
Public Speaking, Leadership, Social Networking, Public Relations, Project Planning, Editing, Community Outreach, Marketing Communications, Nonprofits, Grant Writing, Social Media Marketing, Event Planning, Public Policy, Social Media, Small Business, Newsletters, Fundraising, Creative Branding, Research, Investments, Strategic Financial..., Strategy, Contributing Writer, Marketing Strategy, New Business Development, Entrepreneurship, Strategic Planning, Advertising, Strategic Communications, Politics, OS X, Writing Skills, Political Affairs, Mac OS X, Microsoft Office, Financial Planning, Mutual Funds, Sales, Pension Administration, Speech Writing, Fundraising Campaign..., Grassroots Fundraising
Education
University of Colorado Denver 2003 — 2005
MPA, Graduate School of Public Affairs
University of Denver 2001 — 2002
Technical Writing
North Harris College 1995 — 1996
Graphic Design
Metropolitan State University of Denver
B.A., Biology/Art
Arapahoe Community College
California State University-Long Beach
Golden West College
Long Beach City College
A.A., Biology
Los Angeles Valley College
Gail Frances January 2011 - Present
Neighbor Network January 2013 - August 2015
ICOSA Magazine 2012 - 2014
Leading Edge Advisors August 2011 - September 2013
Douglas County School District January 2011 - November 2011
Wells Fargo Advisors, LLC April 2001 - September 2010
Merrill Lynch 1999 - 2001
Merrill Lynch 1997 - 1999
Capital Group/American Funds 1991 - 1994
The College for Financial Planning 1988 - 1991
Skills
Public Speaking, Leadership, Social Networking, Public Relations, Project Planning, Editing, Community Outreach, Marketing Communications, Nonprofits, Grant Writing, Social Media Marketing, Event Planning, Public Policy, Social Media, Small Business, Newsletters, Fundraising, Creative Branding, Research, Investments, Strategic Financial..., Strategy, Contributing Writer, Marketing Strategy, New Business Development, Entrepreneurship, Strategic Planning, Advertising, Strategic Communications, Politics, OS X, Writing Skills, Political Affairs, Mac OS X, Microsoft Office, Financial Planning, Mutual Funds, Sales, Pension Administration, Speech Writing, Fundraising Campaign..., Grassroots Fundraising
Education
University of Colorado Denver 2003 — 2005
MPA, Graduate School of Public Affairs
University of Denver 2001 — 2002
Technical Writing
North Harris College 1995 — 1996
Graphic Design
Metropolitan State University of Denver
B.A., Biology/Art
Arapahoe Community College
California State University-Long Beach
Golden West College
Long Beach City College
A.A., Biology
Los Angeles Valley College
Jerry Nichols's Merrill Lynch Experience 1997 - 2005
Job Senior Director at Apollo Education Group University of Phoenix
Industry Management Consulting
Experience
Apollo Education Group 2014 - Present
M³ Consulting Group 2011 - 2014
RBC 2008 - 2011
RNP, Inc. 2003 - 2011
UBS 2005 - 2008
Merrill Lynch 1997 - 2005
Thunderbird School of Global Management 1995 - 1997
FedEx 1993 - 1996
Primerica 1988 - 1992
Skills
Financial Analysis, Investments, Network Marketing, Insurance, Entrepreneur, Public Speaking, Strategic Planning, Team Building, Coaching, Small Business, New Business Development, Leadership Development, Social Networking, Social Media Marketing, Business Planning, Online Marketing, Health, Organizational..., Business Strategy, Marketing Strategy, Team Leadership, Direct Sales, Blogging, Facebook, Direct Marketing, CEOs, CEO/CFO Certification, CEO Succession, Entrepreneurship, Capital Advisory, Investment Banking, Leadership, Strategy, Management Consulting, Nonprofits, Training, Venture Capital, Sales, Management, Program Management, Finance, Mergers & Acquisitions, CRM, Due Diligence, Recruiting, Executive Management, Marketing, Strategic Financial..., Valuation, Start-ups
Education
Thunderbird School of Global Management
Master of Business Administration, International Finance
Arizona State University
Bachelor of Science, Political Science and Government
Wharton School, University of Pennsylvania
Certified Investment Management Analyst, Finance/Investments
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Accredited Investment Fiduciary Analyst, Fiduciary/Investments
Michigan State University
Estate and Wealth Strategies Institute, Accredited Wealth Manager Certification
The University of Chicago - Booth School of Business
Certified Private Wealth Analyst, Finance/Investments
Apollo Education Group 2014 - Present
M³ Consulting Group 2011 - 2014
RBC 2008 - 2011
RNP, Inc. 2003 - 2011
UBS 2005 - 2008
Merrill Lynch 1997 - 2005
Thunderbird School of Global Management 1995 - 1997
FedEx 1993 - 1996
Primerica 1988 - 1992
Skills
Financial Analysis, Investments, Network Marketing, Insurance, Entrepreneur, Public Speaking, Strategic Planning, Team Building, Coaching, Small Business, New Business Development, Leadership Development, Social Networking, Social Media Marketing, Business Planning, Online Marketing, Health, Organizational..., Business Strategy, Marketing Strategy, Team Leadership, Direct Sales, Blogging, Facebook, Direct Marketing, CEOs, CEO/CFO Certification, CEO Succession, Entrepreneurship, Capital Advisory, Investment Banking, Leadership, Strategy, Management Consulting, Nonprofits, Training, Venture Capital, Sales, Management, Program Management, Finance, Mergers & Acquisitions, CRM, Due Diligence, Recruiting, Executive Management, Marketing, Strategic Financial..., Valuation, Start-ups
Education
Thunderbird School of Global Management
Master of Business Administration, International Finance
Arizona State University
Bachelor of Science, Political Science and Government
Wharton School, University of Pennsylvania
Certified Investment Management Analyst, Finance/Investments
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Accredited Investment Fiduciary Analyst, Fiduciary/Investments
Michigan State University
Estate and Wealth Strategies Institute, Accredited Wealth Manager Certification
The University of Chicago - Booth School of Business
Certified Private Wealth Analyst, Finance/Investments
Rebecca Kimber Rebecca Kimber's Merrill Lynch Experience 2001 - 2001
Job Online Marketing Manager
Industry Internet
Experience
Loquella.com 2008 - Present
Bloom Search Training January 2008 - December 2009
Reprise Media 2008 - 2008
WebMetro 2004 - 2007
Consulting Company 2003 - 2004
OutCast Communications 2002 - 2003
Prudential Financial 2001 - 2002
Merrill Lynch 2001 - 2001
State Press Newspaper 1999 - 2001
Education
Arizona State University 1998 — 2001
BA, Journalism
Loquella.com 2008 - Present
Bloom Search Training January 2008 - December 2009
Reprise Media 2008 - 2008
WebMetro 2004 - 2007
Consulting Company 2003 - 2004
OutCast Communications 2002 - 2003
Prudential Financial 2001 - 2002
Merrill Lynch 2001 - 2001
State Press Newspaper 1999 - 2001
Education
Arizona State University 1998 — 2001
BA, Journalism
Alexander Willson Alexander Willson's Merrill Lynch Experience June 2011 - August 2011
Job Product Line Manager at Hurley
Industry Apparel & Fashion
Experience
Hurley January 2013 - Present
Australian Swim School July 2005 - January 2013
Hurley August 2012 - December 2012
Hurley February 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Trend Analysis, Apparel, Merchandising, Retail, Trend, Forecasting, Inventory Management, Retail Sales, Fashion, Product Development, Trend Forecasting, Brand Development, Fit, Sales, Fashion Design, Brand Management, E-commerce, Trade Shows, Textiles, Marketing
Education
Arizona State University 2015 — 2017
Master of Business Administration (M.B.A.)
California State University-Long Beach 2007 — 2012
Bachelor of Science (BS), Finance, General
Hurley January 2013 - Present
Australian Swim School July 2005 - January 2013
Hurley August 2012 - December 2012
Hurley February 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Trend Analysis, Apparel, Merchandising, Retail, Trend, Forecasting, Inventory Management, Retail Sales, Fashion, Product Development, Trend Forecasting, Brand Development, Fit, Sales, Fashion Design, Brand Management, E-commerce, Trade Shows, Textiles, Marketing
Education
Arizona State University 2015 — 2017
Master of Business Administration (M.B.A.)
California State University-Long Beach 2007 — 2012
Bachelor of Science (BS), Finance, General
AJ Holmes, CFP® AJ Holmes, CFP®'s Merrill Lynch Experience 2007 - 2008
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital March 2015 - Present
PricewaterhouseCoopers December 2008 - February 2015
Merrill Lynch 2007 - 2008
USAA 2005 - 2008
Skills
Strategic Financial..., Budget Process, Financial Analysis, Finance, Personal Finance, Certified Financial...
Education
Arizona State University 2002 — 2005
Bachelor of Science (BS), Global Business Management and Leadership
Northland College 2000 — 2002
Meteorology
Westview High School
Personal Capital March 2015 - Present
PricewaterhouseCoopers December 2008 - February 2015
Merrill Lynch 2007 - 2008
USAA 2005 - 2008
Skills
Strategic Financial..., Budget Process, Financial Analysis, Finance, Personal Finance, Certified Financial...
Education
Arizona State University 2002 — 2005
Bachelor of Science (BS), Global Business Management and Leadership
Northland College 2000 — 2002
Meteorology
Westview High School
David Nagy David Nagy's Merrill Lynch Experience January 2000 - May 2000
Job Head of CEE and Nordic Regions for UnionPay Int.Co.
Industry Banking
Experience
UnionPay International Co. November 2012 - Present
K&H Bank - KBC Group November 2003 - October 2012
Albertson's Corporation January 2001 - January 2003
Merrill Lynch January 2000 - May 2000
may.Scottsdale Community College January 1998 - January 2000
Sarolta Bellon Ltd. Budapest January 1992 - January 1996
Skills
Marketing Strategy, POS, Merchant Services, Merchant Card Processing, Bankcard, Banking, SPSS, CRM, Merchant Acquiring, Acquiring, Credit Cards, Debit Cards, Payment Card Processing, Payments, Retail Banking, Payment Systems, Payment Cards, Sales Management, Relationship Management, Account Management, Transaction Processing, Team Leadership, E-payments, Leadership, Electronic Payments, Cards, Financial Services, E-commerce, Mobile Payments, Management, Strategy, Business Development, Business Strategy, Product Management, Sales
Education
Budapest University of Technology and Economics 2003 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
Arizona State University 1997 — 2001
BS, Marketing
Scottsdale Community College 1997 — 1999
of Bachelor's; Diploma; Bachelor, Marketing
SchoolsRaritan Community College 1996 — 1997
Bachelor of Science (BSc), Marketing/Marketing Management, General
UnionPay International Co. November 2012 - Present
K&H Bank - KBC Group November 2003 - October 2012
Albertson's Corporation January 2001 - January 2003
Merrill Lynch January 2000 - May 2000
may.Scottsdale Community College January 1998 - January 2000
Sarolta Bellon Ltd. Budapest January 1992 - January 1996
Skills
Marketing Strategy, POS, Merchant Services, Merchant Card Processing, Bankcard, Banking, SPSS, CRM, Merchant Acquiring, Acquiring, Credit Cards, Debit Cards, Payment Card Processing, Payments, Retail Banking, Payment Systems, Payment Cards, Sales Management, Relationship Management, Account Management, Transaction Processing, Team Leadership, E-payments, Leadership, Electronic Payments, Cards, Financial Services, E-commerce, Mobile Payments, Management, Strategy, Business Development, Business Strategy, Product Management, Sales
Education
Budapest University of Technology and Economics 2003 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
Arizona State University 1997 — 2001
BS, Marketing
Scottsdale Community College 1997 — 1999
of Bachelor's; Diploma; Bachelor, Marketing
SchoolsRaritan Community College 1996 — 1997
Bachelor of Science (BSc), Marketing/Marketing Management, General
Nicholas Shiya Nicholas Shiya's Merrill Lynch Experience May 2007 - November 2007
Job MBA/MRED 2017 Candidate at University of Southern California
Industry Real Estate
Experience
University of Southern California July 2015 - Present
KPMG July 2008 - June 2015
The White House January 2008 - May 2008
Merrill Lynch May 2007 - November 2007
Skills
Real Estate, Finance, Strategy, Risk Management, Project Management, Construction Management, Leadership
Education
University of Southern California - Marshall School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Southern California - Sol Price School of Public Policy 2015 — 2017
Master of Real Estate Development (MRED)
Arizona State University 2003 — 2007
B.S., Construction Engineering; Business
Brophy College Preparatory 1999 — 2003
University of Southern California July 2015 - Present
KPMG July 2008 - June 2015
The White House January 2008 - May 2008
Merrill Lynch May 2007 - November 2007
Skills
Real Estate, Finance, Strategy, Risk Management, Project Management, Construction Management, Leadership
Education
University of Southern California - Marshall School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Southern California - Sol Price School of Public Policy 2015 — 2017
Master of Real Estate Development (MRED)
Arizona State University 2003 — 2007
B.S., Construction Engineering; Business
Brophy College Preparatory 1999 — 2003
Jenyfer Guethe Jenyfer Guethe's Merrill Lynch Experience March 2015 - Present
Job Project Analyst Client Onboarding & Data Governance at Merrill Lynch
Industry Banking
Experience
Merrill Lynch March 2015 - Present
Merrill Lynch May 2013 - February 2015
The Laurel Group September 2011 - April 2013
Lambertville House Hotel March 2010 - August 2011
Jetty Motel March 2006 - January 2010
Angel of the Sea Bed & Breakfast May 2003 - March 2006
Jetty Motel May 2002 - October 2002
Skills
Interpersonal skills, Time Management, Social Skills, Event Planning, Management, Account Management, Customer Satisfaction, Customer Service, Event Management, Leadership, Marketing, Microsoft Excel, Microsoft Office, Outlook, Project Management, Sales, Social Media, Social Media Marketing, Social Networking
Education
Arcadia University 1998 — 2004
Bachelor of Fine Arts (BFA), Pre-Art Therapy
Merrill Lynch March 2015 - Present
Merrill Lynch May 2013 - February 2015
The Laurel Group September 2011 - April 2013
Lambertville House Hotel March 2010 - August 2011
Jetty Motel March 2006 - January 2010
Angel of the Sea Bed & Breakfast May 2003 - March 2006
Jetty Motel May 2002 - October 2002
Skills
Interpersonal skills, Time Management, Social Skills, Event Planning, Management, Account Management, Customer Satisfaction, Customer Service, Event Management, Leadership, Marketing, Microsoft Excel, Microsoft Office, Outlook, Project Management, Sales, Social Media, Social Media Marketing, Social Networking
Education
Arcadia University 1998 — 2004
Bachelor of Fine Arts (BFA), Pre-Art Therapy
Karen Annalora Karen Annalora's Merrill Lynch Experience June 1985 - September 1990
Job Securities Analyst at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's May 2014 - Present
Urban Lending Solutions May 2012 - May 2014
Coldwater Creek October 2011 - July 2012
Thomson Reuter/Lipper September 2007 - March 2010
Personal Benefit Services Wheat Ridge CO June 2003 - September 2006
Janus Mutual Funds February 1991 - January 2002
Merrill Lynch June 1985 - September 1990
Skills
•Comprehensive..., •Strong knowledge of..., mutual funds, income..., •MS Office (Word,..., •Project management..., •Strong understanding..., Account Reconciliation, Analysis, Microsoft Office, Finance
Education
Arapahoe Community College 2010 — 2011
Certification, Financial Services/Accounting
University of Colorado Boulder - Leeds School of Business 1980 — 1985
BA, Finance
Arapahoe Community College
University of Colorado
Finance
Standard & Poor's May 2014 - Present
Urban Lending Solutions May 2012 - May 2014
Coldwater Creek October 2011 - July 2012
Thomson Reuter/Lipper September 2007 - March 2010
Personal Benefit Services Wheat Ridge CO June 2003 - September 2006
Janus Mutual Funds February 1991 - January 2002
Merrill Lynch June 1985 - September 1990
Skills
•Comprehensive..., •Strong knowledge of..., mutual funds, income..., •MS Office (Word,..., •Project management..., •Strong understanding..., Account Reconciliation, Analysis, Microsoft Office, Finance
Education
Arapahoe Community College 2010 — 2011
Certification, Financial Services/Accounting
University of Colorado Boulder - Leeds School of Business 1980 — 1985
BA, Finance
Arapahoe Community College
University of Colorado
Finance
Jeff Wanner's Merrill Lynch Experience Relationship analystMirador Family Wealth AdvisorsJune 2009 - August 2013
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Relationship analystMirador Family Wealth AdvisorsJune 2009 - August 2013
Wells Fargo May 2008 - January 2009
Education
Grand Valley State University 2009 — 2012
Master of science taxation, Tax Law/Taxation
Aquinas College 2005 — 2008
Bachelor of Science (B.Sc.), Accounting and Finance
Merrill Lynch Relationship analystMirador Family Wealth AdvisorsJune 2009 - August 2013
Wells Fargo May 2008 - January 2009
Education
Grand Valley State University 2009 — 2012
Master of science taxation, Tax Law/Taxation
Aquinas College 2005 — 2008
Bachelor of Science (B.Sc.), Accounting and Finance
Matthew Wine Matthew Wine's Merrill Lynch Experience May 2014 - August 2014
Job Summer Analyst at Wells Fargo Securities Markets Division
Industry Financial Services
Experience
Bowden Investment Group May 2014 - May 2015
CFA Institute Research Challenge September 2014 - April 2015
Merrill Lynch May 2014 - August 2014
Appalachian State University August 2013 - May 2014
Skills
Financial Analysis, Teamwork, Equity Research, Derivatives, Presentation Skills, Communication, Report Writing, Excel Models, Market Research, Bloomberg Terminal, Finance
Education
Appalachian State University 2012 — 2016
Bachelor of Science in Business Administration, Finance and Banking and Economics, GPA: 3.76
Bowden Investment Group May 2014 - May 2015
CFA Institute Research Challenge September 2014 - April 2015
Merrill Lynch May 2014 - August 2014
Appalachian State University August 2013 - May 2014
Skills
Financial Analysis, Teamwork, Equity Research, Derivatives, Presentation Skills, Communication, Report Writing, Excel Models, Market Research, Bloomberg Terminal, Finance
Education
Appalachian State University 2012 — 2016
Bachelor of Science in Business Administration, Finance and Banking and Economics, GPA: 3.76
Christopher Lockwood's Merrill Lynch Experience January 2008 - June 2008
Job Internal Wholesaler at Cole Capital
Industry Financial Services
Experience
Cole Capital November 2014 - Present
Vanguard October 2013 - November 2014
Vanguard August 2011 - August 2013
Vanguard July 2010 - August 2011
Vanguard Mutual Funds August 2008 - August 2011
Diversified Human Resources July 2008 - August 2008
Parking Management Services March 2007 - July 2008
Merrill Lynch January 2008 - June 2008
Iconic Marketing November 2006 - June 2007
Skills
Mutual Funds, Series 7, Series 63, Consultative Sales..., Customer Relations, Personal Finance, Investments, Retirement, Direct Sales, Series 6, Manage Client..., Sales, Building Relationships, Customer Service, Business Development, Insurance, Marketing, CRM, Financial Analysis, Finance
Education
Arizona State University 2004 — 2008
Bachelor of Interndisciplinary Studies, Business, Communications
Cole Capital November 2014 - Present
Vanguard October 2013 - November 2014
Vanguard August 2011 - August 2013
Vanguard July 2010 - August 2011
Vanguard Mutual Funds August 2008 - August 2011
Diversified Human Resources July 2008 - August 2008
Parking Management Services March 2007 - July 2008
Merrill Lynch January 2008 - June 2008
Iconic Marketing November 2006 - June 2007
Skills
Mutual Funds, Series 7, Series 63, Consultative Sales..., Customer Relations, Personal Finance, Investments, Retirement, Direct Sales, Series 6, Manage Client..., Sales, Building Relationships, Customer Service, Business Development, Insurance, Marketing, CRM, Financial Analysis, Finance
Education
Arizona State University 2004 — 2008
Bachelor of Interndisciplinary Studies, Business, Communications
Lorenzo Lockett Lorenzo Lockett's Merrill Lynch Experience May 2015 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Skills
Credit, Finance, Commercial Banking, Banking, Commercial Lending, Credit Analysis, Loans, Management, Mortgage Lending, Commercial Mortgages, Retail Banking, Small Business Lending, Treasury Management, Financial Analysis, Loan Origination, Portfolio Management, SBA, Underwriting, Communication, Wealth Management, Leadership, Relationship Management
Education
Arizona State University 2005 — 2008
B.S., Global Business, Marketing Concentration
College of Commercial Credit
Merrill Lynch May 2015 - Present
Skills
Credit, Finance, Commercial Banking, Banking, Commercial Lending, Credit Analysis, Loans, Management, Mortgage Lending, Commercial Mortgages, Retail Banking, Small Business Lending, Treasury Management, Financial Analysis, Loan Origination, Portfolio Management, SBA, Underwriting, Communication, Wealth Management, Leadership, Relationship Management
Education
Arizona State University 2005 — 2008
B.S., Global Business, Marketing Concentration
College of Commercial Credit
Caitlyn Braddock Caitlyn Braddock's Merrill Lynch Experience July 2013 - February 2015
Job Risk Advisory Consultant
Industry Financial Services
Experience
Dixon Hughes Goodman LLP February 2015 - Present
Merrill Lynch July 2013 - February 2015
Anthropologie November 2012 - January 2015
Merrill Lynch March 2013 - May 2013
NYSE Euronext May 2012 - August 2012
Freestyle Marketing June 2008 - August 2008
Skills
Time Management, Financial Analysis, Securities, Auditing, Event Planning, Risk Management, Microsoft Office, Research, Management, Teamwork, Training, Trading Systems, Customer Service, Options, Accounting, Financial Services, Internal Audit, Fixed Income, Forecasting, Product Development, Financial Markets, Leadership, Capital Markets, Microsoft Excel, PowerPoint, Social Media, Sales Operations, Finance, Marketing, Microsoft Word
Education
Arcadia University 2009 — 2013
International Business and Culture
Arcadia Center for Catalan, Spanish & Mediterranean Studies 2010 — 2010
International Business
Dixon Hughes Goodman LLP February 2015 - Present
Merrill Lynch July 2013 - February 2015
Anthropologie November 2012 - January 2015
Merrill Lynch March 2013 - May 2013
NYSE Euronext May 2012 - August 2012
Freestyle Marketing June 2008 - August 2008
Skills
Time Management, Financial Analysis, Securities, Auditing, Event Planning, Risk Management, Microsoft Office, Research, Management, Teamwork, Training, Trading Systems, Customer Service, Options, Accounting, Financial Services, Internal Audit, Fixed Income, Forecasting, Product Development, Financial Markets, Leadership, Capital Markets, Microsoft Excel, PowerPoint, Social Media, Sales Operations, Finance, Marketing, Microsoft Word
Education
Arcadia University 2009 — 2013
International Business and Culture
Arcadia Center for Catalan, Spanish & Mediterranean Studies 2010 — 2010
International Business
Geni Burkhart Geni Burkhart's Merrill Lynch Experience December 1995 - July 2001
Job Marketing Services Coordinator at RE/MAX, LLC
Industry Real Estate
Experience
RE/MAX, LLC July 2013 - Present
RE/MAX International April 2007 - July 2013
First Data Corporation July 2001 - April 2007
Merrill Lynch December 1995 - July 2001
Skills
Management, Real Estate, Selling, Sales, Customer Retention, Account Management, Training, Marketing, Outlook, Contract Negotiation, Negotiation, Time Management, Process Improvement, Customer Service, Customer Satisfaction, Team Building, Social Media Marketing, Marketing Strategy
Education
Arapahoe Community College 2004 — 2006
Arapahoe Community College
RE/MAX, LLC July 2013 - Present
RE/MAX International April 2007 - July 2013
First Data Corporation July 2001 - April 2007
Merrill Lynch December 1995 - July 2001
Skills
Management, Real Estate, Selling, Sales, Customer Retention, Account Management, Training, Marketing, Outlook, Contract Negotiation, Negotiation, Time Management, Process Improvement, Customer Service, Customer Satisfaction, Team Building, Social Media Marketing, Marketing Strategy
Education
Arapahoe Community College 2004 — 2006
Arapahoe Community College
Jeremy Butts Jeremy Butts's Merrill Lynch Experience May 2009 - August 2009
Job BB&T Market Leader
Industry Banking
Experience
BB&T September 2012 - Present
BB&T January 2011 - September 2012
BB&T January 2011 - December 2011
Liberty Mutual Insurance May 2010 - December 2010
Merrill Lynch May 2009 - August 2009
Nationwide Insurance May 2007 - August 2007
Skills
Underwriting, Sales, Financial Analysis, Small Business Lending, Credit Analysis, Mortgage Lending, Consumer Lending, Management, Finance, Sales Management, Commercial Lending, Client Counseling, Team Leadership, Strategy
Education
Appalachian State University 2007 — 2010
Bachelor of Science Business Administration, Finance and Banking, Summa Cum Laude
BB&T September 2012 - Present
BB&T January 2011 - September 2012
BB&T January 2011 - December 2011
Liberty Mutual Insurance May 2010 - December 2010
Merrill Lynch May 2009 - August 2009
Nationwide Insurance May 2007 - August 2007
Skills
Underwriting, Sales, Financial Analysis, Small Business Lending, Credit Analysis, Mortgage Lending, Consumer Lending, Management, Finance, Sales Management, Commercial Lending, Client Counseling, Team Leadership, Strategy
Education
Appalachian State University 2007 — 2010
Bachelor of Science Business Administration, Finance and Banking, Summa Cum Laude
Robert Creighton Robert Creighton's Merrill Lynch Experience March 1991 - September 1994
Job Director of Sales and Business Development at Horizon Capital/SQX.com
Industry Financial Services
Experience
Horizon Capital Management, LLC (SQX.com) July 2013 - Present
Informa Global Markets November 2011 - July 2013
Horizon Capital Management, LLC December 2008 - October 2011
Beacon Capital Markets, LLC. August 2007 - December 2008
Horizon Capital Management, LLC August 1998 - August 2007
Bank of America Merrill Lynch March 1997 - March 1998
Kidder Peabody (UBS) September 1994 - March 1997
Merrill Lynch March 1991 - September 1994
Skills
Global Business..., Financial Sales, Business Development, Financial Market Data, Negotiation, Strategy, Fixed Income, Capital Markets, Hedge Funds, Investments, Insurance, Investment Advisory..., Trading, Financial Markets, Social Media Marketing, Digital Marketing, Technology Software..., Transactional Banking, Marketing Media, Global Sourcing, Global Management, Global Marketing, Salesforce.com, International Sales, Investment Banking, Mortgage Banking, Property & Casualty..., Venture Capital, Working Capital..., Equipment Finance, CRM, Financial Services, New Business Development, Leadership, SaaS, Finance, Management, Equities, Sales, Asset Management, Marketing, Portfolio Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2014
Mini-MBA Digital Marketing Program, Digital Communication and Media/Multimedia, A
Arizona State University 1983 — 1985
Bachelor of Science, Business Administration and Psychology
William Paterson University of New Jersey 1979 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Ramapo High School
Horizon Capital Management, LLC (SQX.com) July 2013 - Present
Informa Global Markets November 2011 - July 2013
Horizon Capital Management, LLC December 2008 - October 2011
Beacon Capital Markets, LLC. August 2007 - December 2008
Horizon Capital Management, LLC August 1998 - August 2007
Bank of America Merrill Lynch March 1997 - March 1998
Kidder Peabody (UBS) September 1994 - March 1997
Merrill Lynch March 1991 - September 1994
Skills
Global Business..., Financial Sales, Business Development, Financial Market Data, Negotiation, Strategy, Fixed Income, Capital Markets, Hedge Funds, Investments, Insurance, Investment Advisory..., Trading, Financial Markets, Social Media Marketing, Digital Marketing, Technology Software..., Transactional Banking, Marketing Media, Global Sourcing, Global Management, Global Marketing, Salesforce.com, International Sales, Investment Banking, Mortgage Banking, Property & Casualty..., Venture Capital, Working Capital..., Equipment Finance, CRM, Financial Services, New Business Development, Leadership, SaaS, Finance, Management, Equities, Sales, Asset Management, Marketing, Portfolio Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2014
Mini-MBA Digital Marketing Program, Digital Communication and Media/Multimedia, A
Arizona State University 1983 — 1985
Bachelor of Science, Business Administration and Psychology
William Paterson University of New Jersey 1979 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Ramapo High School
Matthew Seukunian Matthew Seukunian's Merrill Lynch Experience May 2013 - September 2013
Job Associate Editor at CSuite Quarterly
Industry Publishing
Experience
C-Suite Quarterly [CSQ] May 2015 - Present
C-Suite Quarterly [CSQ] September 2013 - April 2015
Bleacher Report August 2011 - December 2013
Valley News Group June 2013 - November 2013
Merrill Lynch May 2013 - September 2013
Skills
Publishing, Editorial, Marketing, Event Planning, Public Relations, New Media, Social Media, Media Relations, Journalism, Event Management, Newsletters, Web Content, Creative Writing, Press Releases, Copywriting, Marketing Communications, Research, Copy Editing, AP Style, News Writing, Editing, Multimedia, Strategic Communications, Social Media Marketing, Social Networking, Blogging, Public Speaking
Education
Arizona State University 2009 — 2013
Bachelor's Degree
Universitat de Barcelona 2012 — 2012
International Business Certificate
C-Suite Quarterly [CSQ] May 2015 - Present
C-Suite Quarterly [CSQ] September 2013 - April 2015
Bleacher Report August 2011 - December 2013
Valley News Group June 2013 - November 2013
Merrill Lynch May 2013 - September 2013
Skills
Publishing, Editorial, Marketing, Event Planning, Public Relations, New Media, Social Media, Media Relations, Journalism, Event Management, Newsletters, Web Content, Creative Writing, Press Releases, Copywriting, Marketing Communications, Research, Copy Editing, AP Style, News Writing, Editing, Multimedia, Strategic Communications, Social Media Marketing, Social Networking, Blogging, Public Speaking
Education
Arizona State University 2009 — 2013
Bachelor's Degree
Universitat de Barcelona 2012 — 2012
International Business Certificate
Abby Ward Abby Ward's Merrill Lynch Experience May 2012 - August 2012
Job Business Operations Developer at James M Pleasants
Industry Marketing and Advertising
Experience
James M Pleasants August 2014 - Present
James M Pleasants May 2014 - Present
Bath & Body Works October 2013 - February 2014
Merrill Lynch May 2012 - August 2012
Skills
Event Planning, Community Outreach, Social Media, Public Speaking, Facebook, Social Networking, Fundraising, Customer Service, Social Media Marketing, Microsoft Word, Teamwork
Education
Appalachian State University 2010 — 2014
Bachelor of Science in Business Administration, Marketing
James M Pleasants August 2014 - Present
James M Pleasants May 2014 - Present
Bath & Body Works October 2013 - February 2014
Merrill Lynch May 2012 - August 2012
Skills
Event Planning, Community Outreach, Social Media, Public Speaking, Facebook, Social Networking, Fundraising, Customer Service, Social Media Marketing, Microsoft Word, Teamwork
Education
Appalachian State University 2010 — 2014
Bachelor of Science in Business Administration, Marketing
Alexandria Pineda Alexandria Pineda's Merrill Lynch Experience August 2012 - January 2013
Job Marketing & Social Media Manager at Ron Herman
Industry Public Relations and Communications
Experience
Ron Herman April 2015 - August 2015
SWOOP Magazine February 2015 - August 2015
RnR Scottsdale November 2011 - August 2014
Merrill Lynch August 2012 - January 2013
Seacret January 2011 - January 2013
chicka-d August 2009 - June 2011
Sonora Quest Laboratories/ Laboratory Sciences of Arizona May 2010 - December 2010
Skills
Microsoft Office, Customer Service, Microsoft Word, Research, Leadership, Microsoft Excel, PowerPoint, Project Management, Communication, Social Media, Time Management
Education
Arizona State University 2009 — 2014
Bachelor of Arts (B.A.), Business with a Concentration in Communication
University High School 2005 — 2009
High School Diploma, High School Diploma
Ron Herman April 2015 - August 2015
SWOOP Magazine February 2015 - August 2015
RnR Scottsdale November 2011 - August 2014
Merrill Lynch August 2012 - January 2013
Seacret January 2011 - January 2013
chicka-d August 2009 - June 2011
Sonora Quest Laboratories/ Laboratory Sciences of Arizona May 2010 - December 2010
Skills
Microsoft Office, Customer Service, Microsoft Word, Research, Leadership, Microsoft Excel, PowerPoint, Project Management, Communication, Social Media, Time Management
Education
Arizona State University 2009 — 2014
Bachelor of Arts (B.A.), Business with a Concentration in Communication
University High School 2005 — 2009
High School Diploma, High School Diploma
Jason Lenhart's Merrill Lynch Experience January 1999 - December 1999
Job Regional Business Manager at Iroko Pharmaceutical, LLC
Industry Biotechnology
Experience
Iroko Pharmaceutical, LLC July 2013 - Present
Timm Medical Technologies February 2013 - June 2013
Timm Medical Technologies March 2010 - June 2013
Sanofi-Aventis October 2000 - December 2008
Charles Schwab January 2000 - October 2000
Merrill Lynch January 1999 - December 1999
Skills
Pharmaceutical Industry, Urology, Sales, Medical Devices, Hospitals, Strategic Planning, Product Launch, Management, Sales Operations, Neurology, Surgeons, Pharmaceutical Sales, Endocrinology, Marketing, Cardiology, Sales Force Development, Hospital Sales, Leadership, Selling Skills, Pulmonology, OB/GYN, Diabetes, Rheumatology
Education
Arizona State University 1995 — 1999
Bachelor Degree, Sociology & Recreation Managment; Management of Non-Profit Organizations
Iroko Pharmaceutical, LLC July 2013 - Present
Timm Medical Technologies February 2013 - June 2013
Timm Medical Technologies March 2010 - June 2013
Sanofi-Aventis October 2000 - December 2008
Charles Schwab January 2000 - October 2000
Merrill Lynch January 1999 - December 1999
Skills
Pharmaceutical Industry, Urology, Sales, Medical Devices, Hospitals, Strategic Planning, Product Launch, Management, Sales Operations, Neurology, Surgeons, Pharmaceutical Sales, Endocrinology, Marketing, Cardiology, Sales Force Development, Hospital Sales, Leadership, Selling Skills, Pulmonology, OB/GYN, Diabetes, Rheumatology
Education
Arizona State University 1995 — 1999
Bachelor Degree, Sociology & Recreation Managment; Management of Non-Profit Organizations
Cameron McCarty Cameron McCarty's Merrill Lynch Experience May 2010 - October 2010
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2010 - Present
Merrill Lynch May 2010 - October 2010
Columbia Forest Products April 2009 - April 2010
Focus Bank March 2008 - April 2009
Education
Appalachian State University 2005 — 2007
Bachelor Science Businees Administration, Finance and Banking
Arkansas State University 2001 — 2003
Accounting
Morgan Stanley November 2010 - Present
Merrill Lynch May 2010 - October 2010
Columbia Forest Products April 2009 - April 2010
Focus Bank March 2008 - April 2009
Education
Appalachian State University 2005 — 2007
Bachelor Science Businees Administration, Finance and Banking
Arkansas State University 2001 — 2003
Accounting
Wendy Hosking-Spivey, MBA Wendy Hosking-Spivey, MBA's Merrill Lynch Experience 1996 - 1997
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2004 - Present
Charles Schwab September 1997 - October 2000
Merrill Lynch 1996 - 1997
Skills
Financial Services, Series 7, Series 63, Asset Allocation, FINRA, Investment Advisory, Investments, Management, Mutual Funds, Portfolio Management, Securities, Wealth Management
Education
Arizona State University 2009 — 2011
MBA
Scripps College 1984 — 1988
BA
Saguaro High School
Charles Schwab February 2004 - Present
Charles Schwab September 1997 - October 2000
Merrill Lynch 1996 - 1997
Skills
Financial Services, Series 7, Series 63, Asset Allocation, FINRA, Investment Advisory, Investments, Management, Mutual Funds, Portfolio Management, Securities, Wealth Management
Education
Arizona State University 2009 — 2011
MBA
Scripps College 1984 — 1988
BA
Saguaro High School
Allison Hayes Allison Hayes's Merrill Lynch Experience December 2011 - July 2012
Job Financial Planning Assistant at Core Financial Partners
Industry Financial Services
Experience
Core Financial Partners February 2014 - Present
Ameriprise Financial Services, Inc. August 2012 - February 2014
Merrill Lynch December 2011 - July 2012
Merrill Lynch July 2011 - December 2011
Arizona State University August 2007 - December 2011
Skills
Finance, Series 7, series 66, Life & Health Insurance..., Financial Analysis, Microsoft Excel, Customer Service, Investments, Microsoft Office, Strategic Financial..., Insurance, Data Analysis, Mutual Funds, Retirement Planning, Securities, Financial Planning, Management
Education
Arizona State University 2007 — 2011
Communication, Minor: Business
Core Financial Partners February 2014 - Present
Ameriprise Financial Services, Inc. August 2012 - February 2014
Merrill Lynch December 2011 - July 2012
Merrill Lynch July 2011 - December 2011
Arizona State University August 2007 - December 2011
Skills
Finance, Series 7, series 66, Life & Health Insurance..., Financial Analysis, Microsoft Excel, Customer Service, Investments, Microsoft Office, Strategic Financial..., Insurance, Data Analysis, Mutual Funds, Retirement Planning, Securities, Financial Planning, Management
Education
Arizona State University 2007 — 2011
Communication, Minor: Business
Brianna Stanley Brianna Stanley's Merrill Lynch Experience September 2013 - Present
Job Corporate Development Director at Harrison Hayes, LLC
Industry Marketing and Advertising
Experience
Merrill Lynch September 2013 - Present
Harrison Hayes, LLC April 2013 - September 2013
Greenapple Sports and Wellness August 2012 - April 2013
Skills
Business Development, Social Media Marketing, Psychology, Wellness, Strategy, Consulting
Education
Appalachian State University 2007 — 2012
Bachelor of Science (B.S.), Exercise Science
Merrill Lynch September 2013 - Present
Harrison Hayes, LLC April 2013 - September 2013
Greenapple Sports and Wellness August 2012 - April 2013
Skills
Business Development, Social Media Marketing, Psychology, Wellness, Strategy, Consulting
Education
Appalachian State University 2007 — 2012
Bachelor of Science (B.S.), Exercise Science
Matthew Will Matthew Will's Merrill Lynch Experience November 2013 - June 2014
Job Doctor of Physical Therapy Student
Industry Medical Practice
Experience
Merrill Lynch November 2013 - June 2014
Merrill Lynch June 2013 - November 2013
IES Castro Alobre October 2011 - June 2013
PNC June 2012 - September 2012
Congress Resorts Group June 2011 - September 2011
Woody's Surf & Skate 2008 - 2010
Skills
Public Speaking, Microsoft Office, Community Outreach, PowerPoint, Hotels, Event Planning, Microsoft Excel, Social Media, Microsoft Word
Education
Arcadia University 2015 — 2018
Physical Therapy/Therapist
Franklin & Marshall College 2007 — 2011
Bachelor of Arts (BA), Spanish
Merrill Lynch November 2013 - June 2014
Merrill Lynch June 2013 - November 2013
IES Castro Alobre October 2011 - June 2013
PNC June 2012 - September 2012
Congress Resorts Group June 2011 - September 2011
Woody's Surf & Skate 2008 - 2010
Skills
Public Speaking, Microsoft Office, Community Outreach, PowerPoint, Hotels, Event Planning, Microsoft Excel, Social Media, Microsoft Word
Education
Arcadia University 2015 — 2018
Physical Therapy/Therapist
Franklin & Marshall College 2007 — 2011
Bachelor of Arts (BA), Spanish
Darin Mock Darin Mock's Merrill Lynch Experience April 2003 - April 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Merrill Lynch April 2003 - April 2014
Wachovia Securities Financial Network March 2001 - April 2003
Skills
Portfolio Performance..., Financial Services, Retirement Planning, College Education..., Financial Guidance, Asset Allocation, Investment Strategies, Retirement, Investment Advisory, Asset Management, Risk Management, Finance, Financial Advisory
Education
Appalachian State University 1987 — 1991
Bachelor of Science (BS), Finance and Financial Management Services
Sanderson High School 1983 — 1987
Wells Fargo Advisors April 2014 - Present
Merrill Lynch April 2003 - April 2014
Wachovia Securities Financial Network March 2001 - April 2003
Skills
Portfolio Performance..., Financial Services, Retirement Planning, College Education..., Financial Guidance, Asset Allocation, Investment Strategies, Retirement, Investment Advisory, Asset Management, Risk Management, Finance, Financial Advisory
Education
Appalachian State University 1987 — 1991
Bachelor of Science (BS), Finance and Financial Management Services
Sanderson High School 1983 — 1987
Tonya Gebben Tonya Gebben's Merrill Lynch Experience June 1998 - February 2011
Job FMS Product Management, LLC
Industry Food & Beverages
Experience
FMS Product Management, LLC. July 2013 - June 2015
Merrill Lynch June 1998 - February 2011
Skills
Start-ups, Strategic Partnerships, Strategic Planning, Business Development, New Business Development, Marketing Strategy, Marketing, Leadership, Executive Management, Entrepreneurship, Product Development, Sales, Team Building, Product Management, Business Strategy, Market Planning, Inventory Management, P&L, Brand Development, Competitive Analysis, Food, Catering, Food & Beverage
Education
Aquinas College 1995 — 1998
Master's degree, Business Administration and Management, General
Aquinas College 1991 — 1993
Bachelor's degree, Businesss
FMS Product Management, LLC. July 2013 - June 2015
Merrill Lynch June 1998 - February 2011
Skills
Start-ups, Strategic Partnerships, Strategic Planning, Business Development, New Business Development, Marketing Strategy, Marketing, Leadership, Executive Management, Entrepreneurship, Product Development, Sales, Team Building, Product Management, Business Strategy, Market Planning, Inventory Management, P&L, Brand Development, Competitive Analysis, Food, Catering, Food & Beverage
Education
Aquinas College 1995 — 1998
Master's degree, Business Administration and Management, General
Aquinas College 1991 — 1993
Bachelor's degree, Businesss
Susan Crist Susan Crist's Merrill Lynch Experience May 1997 - December 2007
Job Registered Sales Associate @ Raymond James
Industry Financial Services
Experience
Raymond James June 2014 - Present
Morgan Stanley Smith Barney December 2007 - May 2014
Merrill Lynch May 1997 - December 2007
Education
Arcadia University 2010 — 2011
Raymond James June 2014 - Present
Morgan Stanley Smith Barney December 2007 - May 2014
Merrill Lynch May 1997 - December 2007
Education
Arcadia University 2010 — 2011
Diana Browne Diana Browne's Merrill Lynch Experience April 2009 - January 2011
Job Dedicated Business Manager | Returned Peace Corps Volunteer
Industry Human Resources
Experience
Peace Corps February 2011 - April 2013
Merrill Lynch April 2009 - January 2011
Bank of America January 2007 - April 2009
Skills
International..., Youth Development, Public Speaking, Community Development, Program Development, Research, International Relations, Community Outreach, Event Planning, Volunteer Management, Spanish, Nonprofits, Program Management, Fundraising, Qualitative Research, Capacity Building, Higher Education, Intercultural..., Analysis, Management, Training
Education
Arizona State University 2006 — 2010
B.S., Global Business, Leadership and Management
Peace Corps February 2011 - April 2013
Merrill Lynch April 2009 - January 2011
Bank of America January 2007 - April 2009
Skills
International..., Youth Development, Public Speaking, Community Development, Program Development, Research, International Relations, Community Outreach, Event Planning, Volunteer Management, Spanish, Nonprofits, Program Management, Fundraising, Qualitative Research, Capacity Building, Higher Education, Intercultural..., Analysis, Management, Training
Education
Arizona State University 2006 — 2010
B.S., Global Business, Leadership and Management
Agne Titkaite's Merrill Lynch Experience November 2007 - January 2008
Job Account Resolution and Quality Control at Lincoln Investment Planning
Industry
Experience
Lincoln Investment Planning January 2015 - Present
Burlington Stores, Inc. August 2012 - November 2014
Forever 21 November 2003 - March 2012
Merrill Lynch November 2007 - January 2008
Arcadia University September 2006 - April 2007
Skills
Apparel, Merchandising, Retail, Fashion, Styling, Store Operations, Loss Prevention, Retail Sales, New Store Openings, Driving Results, Store Management, Visual Merchandising, Trend Analysis, Merchandise Planning, Trend, Window Displays
Education
Arcadia University 2004 — 2008
Bachelor of Arts (BA), International Business and Culture
Lincoln Investment Planning January 2015 - Present
Burlington Stores, Inc. August 2012 - November 2014
Forever 21 November 2003 - March 2012
Merrill Lynch November 2007 - January 2008
Arcadia University September 2006 - April 2007
Skills
Apparel, Merchandising, Retail, Fashion, Styling, Store Operations, Loss Prevention, Retail Sales, New Store Openings, Driving Results, Store Management, Visual Merchandising, Trend Analysis, Merchandise Planning, Trend, Window Displays
Education
Arcadia University 2004 — 2008
Bachelor of Arts (BA), International Business and Culture
Josh Aylesworth, CFP® Josh Aylesworth, CFP®'s Merrill Lynch Experience August 1998 - January 2008
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2008 - Present
Merrill Lynch August 1998 - January 2008
Skills
Investments, Asset Allocation, Retirement Planning, Mutual Funds, Alternative Investments, Strategic Planning, Financial Analysis, Asset Management, Retirement, Insurance, Fixed-Income Strategies, Tax–Efficient Strategies, Stock Analysis, Business-Owner Planning, Business-Succession..., Concentrated Stock..., 401(k) Rollovers
Education
Arizona State University 1994 — 1998
B.A., Economics
Wells Fargo Advisors, LLC January 2008 - Present
Merrill Lynch August 1998 - January 2008
Skills
Investments, Asset Allocation, Retirement Planning, Mutual Funds, Alternative Investments, Strategic Planning, Financial Analysis, Asset Management, Retirement, Insurance, Fixed-Income Strategies, Tax–Efficient Strategies, Stock Analysis, Business-Owner Planning, Business-Succession..., Concentrated Stock..., 401(k) Rollovers
Education
Arizona State University 1994 — 1998
B.A., Economics
jennifer Hollifield jennifer Hollifield's Merrill Lynch Experience October 2001 - December 2003
Job Fitness Instructor at Gold's Gym
Industry Health, Wellness and Fitness
Experience
Gold's Gym October 2006 - Present
HMUMC Preschool October 2009 - May 2010
Merrill Lynch October 2001 - December 2003
Merrill Lynch 1998 - 2001
Education
Appalachian State University 1995 — 1996
BSCJ, Criminal Justice, Law, Legal Studies
University of Central Florida 1993 — 1994
Legal Studies
Gold's Gym October 2006 - Present
HMUMC Preschool October 2009 - May 2010
Merrill Lynch October 2001 - December 2003
Merrill Lynch 1998 - 2001
Education
Appalachian State University 1995 — 1996
BSCJ, Criminal Justice, Law, Legal Studies
University of Central Florida 1993 — 1994
Legal Studies
Marcia J Henry's Merrill Lynch Experience 1996 - 2002
Job eMarketing at VanEck Global
Industry Internet
Experience
Van Eck Global Market Vectors ETFs June 2011 - Present
Elegant Home Accents April 2004 - June 2011
Consultant April 2004 - June 2011
American Institute of Physics August 2007 - July 2008
Merrill Lynch 1996 - 2002
Merrill Lynch 1991 - 1996
Skills
Web Design, Dreamweaver, SEO, Web Development, E-commerce, JavaScript, Microsoft Excel, Illustrator, Photoshop, Flash, SEM, Adobe Acrobat, HTML, CSS
Education
Argosy University Phoenix 2010 — 2012
BS
City University of New York-Brooklyn College
3 yrs.
Van Eck Global Market Vectors ETFs June 2011 - Present
Elegant Home Accents April 2004 - June 2011
Consultant April 2004 - June 2011
American Institute of Physics August 2007 - July 2008
Merrill Lynch 1996 - 2002
Merrill Lynch 1991 - 1996
Skills
Web Design, Dreamweaver, SEO, Web Development, E-commerce, JavaScript, Microsoft Excel, Illustrator, Photoshop, Flash, SEM, Adobe Acrobat, HTML, CSS
Education
Argosy University Phoenix 2010 — 2012
BS
City University of New York-Brooklyn College
3 yrs.
Nathan Hayward, ChFC®, CFP®, MBA Nathan Hayward, ChFC®, CFP®, MBA's Merrill Lynch Experience March 2004 - March 2006
Job Director at Concentus Wealth Advisors
Industry Financial Services
Experience
Concentus Wealth Advisors February 2014 - Present
Wells Fargo Advisors - Strid Wealth Management Group June 2008 - February 2014
Wells Fargo Advisors - Kessler Wealth Management June 2006 - July 2008
Merrill Lynch March 2004 - March 2006
Skills
Investments, Strategic Financial..., Portfolio Management, Mutual Funds, Securities, Equities, Financial Services, Risk Management, Investment Advisory, Finance, Retirement Planning, Series 63, Financial Planning, Modern Portfolio Theory, Financial Analysis, Options Strategies, Strategic Partnerships, Asset Allocation, ETFs, Retirement, Alternative Investments, Asset Management, Wealth Management, Options, Series 65
Education
Arcadia University 2008 — 2009
MBA, International Business, 4.0
Arcadia University 2002 — 2006
Business Administration/Economics, Economics/Finance/Marketing
University of Wollongong 2005 — 2005
Concentus Wealth Advisors February 2014 - Present
Wells Fargo Advisors - Strid Wealth Management Group June 2008 - February 2014
Wells Fargo Advisors - Kessler Wealth Management June 2006 - July 2008
Merrill Lynch March 2004 - March 2006
Skills
Investments, Strategic Financial..., Portfolio Management, Mutual Funds, Securities, Equities, Financial Services, Risk Management, Investment Advisory, Finance, Retirement Planning, Series 63, Financial Planning, Modern Portfolio Theory, Financial Analysis, Options Strategies, Strategic Partnerships, Asset Allocation, ETFs, Retirement, Alternative Investments, Asset Management, Wealth Management, Options, Series 65
Education
Arcadia University 2008 — 2009
MBA, International Business, 4.0
Arcadia University 2002 — 2006
Business Administration/Economics, Economics/Finance/Marketing
University of Wollongong 2005 — 2005
Aaron Kingston Aaron Kingston's Merrill Lynch Experience July 2003 - August 2006
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS June 2009 - Present
Morgan Stanley August 2006 - June 2009
Merrill Lynch July 2003 - August 2006
A.G. Edwards & Sons, Inc. July 2001 - July 2003
Education
Arizona State University 1998 — 2000
Bachelor of Science, Global Business/Finance
UBS June 2009 - Present
Morgan Stanley August 2006 - June 2009
Merrill Lynch July 2003 - August 2006
A.G. Edwards & Sons, Inc. July 2001 - July 2003
Education
Arizona State University 1998 — 2000
Bachelor of Science, Global Business/Finance
Robert Beck Jr.'s Merrill Lynch Experience June 2007 - September 2009
Job English Teacher at Stroudsburg Area School District
Industry Primary/Secondary Education
Experience
Stroudsburg Area School District August 2015 - Present
MaST Community Charter School March 2012 - August 2015
School District of Philadelphia January 2011 - June 2011
Huntington Learning Center February 2010 - June 2010
School District of Philadelphia: Bodine High School for International Affairs September 2009 - December 2009
Merrill Lynch June 2007 - September 2009
Skills
Curriculum Design, Teaching, Tutoring, Training, Special Education, Literacy, ESL, Customer Service, Differentiated..., History, Critical Thinking, Data Analysis, Policy, Microsoft Office
Education
Arcadia University 2014 — 2016
Master’s Degree, Secondary Education: Social Studies and ESL Program Specialist Certificate
Arcadia University 2009 — 2009
Graduate Certificate, Secondary Education: Social Studies
Penn State University 1997 — 2002
Bachelor of Science, Recreation, Park, & Tourism Management
Stroudsburg Area School District August 2015 - Present
MaST Community Charter School March 2012 - August 2015
School District of Philadelphia January 2011 - June 2011
Huntington Learning Center February 2010 - June 2010
School District of Philadelphia: Bodine High School for International Affairs September 2009 - December 2009
Merrill Lynch June 2007 - September 2009
Skills
Curriculum Design, Teaching, Tutoring, Training, Special Education, Literacy, ESL, Customer Service, Differentiated..., History, Critical Thinking, Data Analysis, Policy, Microsoft Office
Education
Arcadia University 2014 — 2016
Master’s Degree, Secondary Education: Social Studies and ESL Program Specialist Certificate
Arcadia University 2009 — 2009
Graduate Certificate, Secondary Education: Social Studies
Penn State University 1997 — 2002
Bachelor of Science, Recreation, Park, & Tourism Management
Molly Keane's Merrill Lynch Experience May 2008 - Present
Job Project Manager at Merrill Lynch
Industry Human Resources
Experience
Merrill Lynch May 2008 - Present
Merrill Lynch December 2006 - May 2008
Merrill Lynch March 2005 - November 2006
Merrill Lynch August 2004 - February 2005
Skills
Human Resources, Training, Project Planning, Payroll, Interviews, Employee Relations
Education
Arcadia University 2000 — 2004
Bachelor of Science, Business
Merrill Lynch May 2008 - Present
Merrill Lynch December 2006 - May 2008
Merrill Lynch March 2005 - November 2006
Merrill Lynch August 2004 - February 2005
Skills
Human Resources, Training, Project Planning, Payroll, Interviews, Employee Relations
Education
Arcadia University 2000 — 2004
Bachelor of Science, Business
Adam Zedan, CFP®'s Merrill Lynch Experience April 2007 - December 2008
Job Assistant Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments December 2010 - December 2014
USAA February 2009 - December 2010
Merrill Lynch April 2007 - December 2008
The Vanguard Group January 2005 - April 2007
Skills
Series 7, Retirement, Financial Services, Series 63, Portfolio Management, Retirement Planning, Estate Planning, Life Insurance, Strategic Financial..., Financial Advisory, Investments, Series 65, Investment Advisory, Investment Strategies, Analysis
Education
Arizona State University 2001 — 2004
B.S., Finance
Arizona State University, W. P. Carey School of Business 2001 — 2004
Bachelor of Science (BS), Finance
Fidelity Investments January 2015 - Present
Fidelity Investments December 2010 - December 2014
USAA February 2009 - December 2010
Merrill Lynch April 2007 - December 2008
The Vanguard Group January 2005 - April 2007
Skills
Series 7, Retirement, Financial Services, Series 63, Portfolio Management, Retirement Planning, Estate Planning, Life Insurance, Strategic Financial..., Financial Advisory, Investments, Series 65, Investment Advisory, Investment Strategies, Analysis
Education
Arizona State University 2001 — 2004
B.S., Finance
Arizona State University, W. P. Carey School of Business 2001 — 2004
Bachelor of Science (BS), Finance
Michael Ogunti's Merrill Lynch Experience August 2007 - Present
Job Assistant to the Vice President of Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
Villa Borghese July 2001 - June 2007
Education
Arcadia University 2004 — 2008
Merrill Lynch August 2007 - Present
Villa Borghese July 2001 - June 2007
Education
Arcadia University 2004 — 2008
Phillip Bales's Merrill Lynch Experience April 2007 - June 2008
Job Global Head of Capital Strategies at Volvo Financial Services
Industry Investment Banking
Experience
Volvo Financial Services February 2010 - Present
Granite Pass Capital Partners, LLC June 2008 - February 2010
Merrill Lynch April 2007 - June 2008
ING Financial Markets June 2005 - April 2007
GE Capital September 2000 - June 2005
Scotia Capital March 1998 - September 2000
Peacock, Hislop, Staley & Given 1994 - 1998
Skills
Structured Finance, Capital Markets, Portfolio Management, Financial Structuring, Mergers & Acquisitions, Finance, Financial Modeling, Securitization, Valuation, Credit, Banking, Investments, Financial Services, Equities, Loans, Strategy, Financial Analysis, ABS, Loan Origination, Investment Banking, Trading, Underwriting, Mergers, Investor Development, capital markets..., asset syndication, Asset-backed..., Governance, ABCP, Hedging
Education
Thunderbird School of Global Management 1990 — 1991
Master of Business Administration (M.B.A.)
Arizona State University 1985 — 1989
BS
Volvo Financial Services February 2010 - Present
Granite Pass Capital Partners, LLC June 2008 - February 2010
Merrill Lynch April 2007 - June 2008
ING Financial Markets June 2005 - April 2007
GE Capital September 2000 - June 2005
Scotia Capital March 1998 - September 2000
Peacock, Hislop, Staley & Given 1994 - 1998
Skills
Structured Finance, Capital Markets, Portfolio Management, Financial Structuring, Mergers & Acquisitions, Finance, Financial Modeling, Securitization, Valuation, Credit, Banking, Investments, Financial Services, Equities, Loans, Strategy, Financial Analysis, ABS, Loan Origination, Investment Banking, Trading, Underwriting, Mergers, Investor Development, capital markets..., asset syndication, Asset-backed..., Governance, ABCP, Hedging
Education
Thunderbird School of Global Management 1990 — 1991
Master of Business Administration (M.B.A.)
Arizona State University 1985 — 1989
BS
Justin Kanaber's Merrill Lynch Experience January 2008 - Present
Job Chief at Arapahoe Rescue Patrol, Inc.
Industry Investment Management
Experience
Arapahoe Rescue Patrol, Inc. May 1996 - Present
Merrill Lynch January 2008 - Present
AV-Tech Electronics, Inc. May 2001 - January 2008
Skills
Rescue, Emergency Services, Emergency Management, Disaster Response, EMS, Public Safety, Cpr Certified, Preparedness, NIMS, First Responder, First Aid, Incident Management, Police, Non-profits, Swift Water Rescue, Team Leadership, Mountain Rescue, Security, Training, Leadership, Policy, Management, Nonprofits, CPR Certified
Education
Metropolitan State University of Denver 2000 — 2003
Bachelor of Science, Criminal Justice and Criminology
Arapahoe Community College 2003 — 2003
Law Enforcement Academy - POST Certification
Regis High School 1995 — 1999
Arapahoe Rescue Patrol, Inc. May 1996 - Present
Merrill Lynch January 2008 - Present
AV-Tech Electronics, Inc. May 2001 - January 2008
Skills
Rescue, Emergency Services, Emergency Management, Disaster Response, EMS, Public Safety, Cpr Certified, Preparedness, NIMS, First Responder, First Aid, Incident Management, Police, Non-profits, Swift Water Rescue, Team Leadership, Mountain Rescue, Security, Training, Leadership, Policy, Management, Nonprofits, CPR Certified
Education
Metropolitan State University of Denver 2000 — 2003
Bachelor of Science, Criminal Justice and Criminology
Arapahoe Community College 2003 — 2003
Law Enforcement Academy - POST Certification
Regis High School 1995 — 1999
Chris Gilstrap's Merrill Lynch Experience February 1993 - February 2001
Job Photographer at CG Photography
Industry Consumer Services
Experience
Sprint November 2007 - Present
CG Photography January 1994 - Present
Sam's Club November 1999 - August 2002
Merrill Lynch February 1993 - February 2001
Skills
Troubleshooting, Customer Satisfaction, Call Center, Call Centers, Management, Software Documentation, Sales, Microsoft Excel, Databases, Telecommunications, Training, Team Leadership, Customer Retention, Microsoft Word, Customer Experience, Salesforce.com
Education
Arapahoe Community College 1991 — 1993
Sprint November 2007 - Present
CG Photography January 1994 - Present
Sam's Club November 1999 - August 2002
Merrill Lynch February 1993 - February 2001
Skills
Troubleshooting, Customer Satisfaction, Call Center, Call Centers, Management, Software Documentation, Sales, Microsoft Excel, Databases, Telecommunications, Training, Team Leadership, Customer Retention, Microsoft Word, Customer Experience, Salesforce.com
Education
Arapahoe Community College 1991 — 1993
Judson Allen's Merrill Lynch Experience June 2010 - May 2013
Job Director Industrial Humidification Systems Division at UTR Aldrich
Industry Financial Services
Experience
UTR Aldrich June 2013 - Present
Merrill Lynch June 2010 - May 2013
Bank of America April 2005 - June 2010
Education
Queens University of Charlotte 2006 — 2009
MBA, Business
Appalachian State University 1995 — 1999
BS, Business Administration
UTR Aldrich June 2013 - Present
Merrill Lynch June 2010 - May 2013
Bank of America April 2005 - June 2010
Education
Queens University of Charlotte 2006 — 2009
MBA, Business
Appalachian State University 1995 — 1999
BS, Business Administration
Stephen Crowe's Merrill Lynch Experience 1996 - 1998
Job Investment Writer / White Paper Specialist
Industry Writing and Editing
Experience
Brazos River Writing Company January 2005 - Present
Cohen & Steers 2002 - 2004
Wechsler Ross & Partners 2000 - 2002
Charles Schwab 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
White Papers, Magazine Articles, Presentations, Brochures, Web Content, RIAs, Defined Contribution, Mutual Funds, Investments, Content Development, Copywriting, Content Strategy, Newsletters, Copy Editing, Financial Services, Thought Leadership, Internal Communications, Corporate Communications, Editorial, Editing
Education
Arizona State University
BA, Humanities
Brazos River Writing Company January 2005 - Present
Cohen & Steers 2002 - 2004
Wechsler Ross & Partners 2000 - 2002
Charles Schwab 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
White Papers, Magazine Articles, Presentations, Brochures, Web Content, RIAs, Defined Contribution, Mutual Funds, Investments, Content Development, Copywriting, Content Strategy, Newsletters, Copy Editing, Financial Services, Thought Leadership, Internal Communications, Corporate Communications, Editorial, Editing
Education
Arizona State University
BA, Humanities
Laura Pask's Merrill Lynch Experience 1997 - 2001
Job Laura Pask Interiors
Industry Design
Experience
Laura Pask Interiors June 2014 - Present
Kitchen and Bath Studio January 2011 - July 2014
Perry Design Group September 2006 - December 2006
Colorado Elder Care Solutions January 2003 - November 2004
Merrill Lynch 1997 - 2001
Skills
Interior Design, Space-planning, Space planning, Rendering, SketchUp, Floor Plans, Interior Architecture, Sketching, Residential Design, Design Research, AutoCAD, Finish, FF&E, Hand Drafting, Commercial Design, Cabinetry, Kitchen & Bath Design, Custom Furniture, Color Schemes, Finish Selections, Architectural Drawings, Space Planning
Education
Colorado State University 1991 — 1995
B.A., Sociology
Arapahoe Community College 2006 — 2011
Associate of Arts and Sciences (AAS), Interior Design
Laura Pask Interiors June 2014 - Present
Kitchen and Bath Studio January 2011 - July 2014
Perry Design Group September 2006 - December 2006
Colorado Elder Care Solutions January 2003 - November 2004
Merrill Lynch 1997 - 2001
Skills
Interior Design, Space-planning, Space planning, Rendering, SketchUp, Floor Plans, Interior Architecture, Sketching, Residential Design, Design Research, AutoCAD, Finish, FF&E, Hand Drafting, Commercial Design, Cabinetry, Kitchen & Bath Design, Custom Furniture, Color Schemes, Finish Selections, Architectural Drawings, Space Planning
Education
Colorado State University 1991 — 1995
B.A., Sociology
Arapahoe Community College 2006 — 2011
Associate of Arts and Sciences (AAS), Interior Design
Janine Dodds's Merrill Lynch Experience May 2011 - Present
Job Senior Trust Administrator MLTC
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
Merrill Lynch April 2000 - March 2011
First Citizens Investors Service January 1998 - March 2000
Skills
Microsoft Office, Salesforce.com, Series 7, Series 66, NC Life & Health
Education
Appalachian State University 1990 — 1994
BS, Leisure Study
Merrill Lynch May 2011 - Present
Merrill Lynch April 2000 - March 2011
First Citizens Investors Service January 1998 - March 2000
Skills
Microsoft Office, Salesforce.com, Series 7, Series 66, NC Life & Health
Education
Appalachian State University 1990 — 1994
BS, Leisure Study
Peter Macaluso's Merrill Lynch Experience February 1992 - October 2008
Job Senior Vice President at BTIG
Industry Financial Services
Experience
BTIG January 2010 - Present
New York Cares October 2011 - October 2011
BTIG, LLC March 2009 - January 2010
Merrill Lynch February 1992 - October 2008
Traveled solo across America after college April 1991 - August 1991
Skills
Bonds, @Risk, Fixed Income, Financial Markets, High Yield, Portfolio Management, Trading, Financial Risk, Equities, Securities, Series 63, Electronic Trading, Hedge Funds, Derivatives, Emerging Markets, Bloomberg, Series 7, Asset Management, Back Office, Investments, Alternative Investments, Capital Markets
Education
Appalachian State University 1986 — 1991
BSBA, Management
Westhampton Beach High School
BTIG January 2010 - Present
New York Cares October 2011 - October 2011
BTIG, LLC March 2009 - January 2010
Merrill Lynch February 1992 - October 2008
Traveled solo across America after college April 1991 - August 1991
Skills
Bonds, @Risk, Fixed Income, Financial Markets, High Yield, Portfolio Management, Trading, Financial Risk, Equities, Securities, Series 63, Electronic Trading, Hedge Funds, Derivatives, Emerging Markets, Bloomberg, Series 7, Asset Management, Back Office, Investments, Alternative Investments, Capital Markets
Education
Appalachian State University 1986 — 1991
BSBA, Management
Westhampton Beach High School
Austin Bartlett's Merrill Lynch Experience July 2007 - January 2009
Job Sales Representative at Globus Medical
Industry Medical Devices
Experience
Globus Medical May 2015 - Present
Tornier Inc. - Southern Medical Surgical March 2011 - May 2015
Stryker Orthopaedics July 2009 - March 2011
Merrill Lynch July 2007 - January 2009
Education
Appalachian State University 1998 — 2002
Business, Marketing
Globus Medical May 2015 - Present
Tornier Inc. - Southern Medical Surgical March 2011 - May 2015
Stryker Orthopaedics July 2009 - March 2011
Merrill Lynch July 2007 - January 2009
Education
Appalachian State University 1998 — 2002
Business, Marketing
Bryan Junk's Merrill Lynch Experience November 2012 - June 2013
Job ...
Industry Insurance
Experience
Farmers Insurance 2013 - Present
Merrill Lynch November 2012 - June 2013
University of Phoenix September 2009 - November 2012
Massmusic.net January 2001 - February 2009
Skills
Strategic Planning, Management, Event Management, Project Management, Online Advertising, Entrepreneurship, Finance, Training, Sales Management, Leadership, Retail, Strategy
Education
University of Phoenix 2009 — 2011
Master of Business, Management
Arizona State University 1998 — 2002
B.S., Global Business
Farmers Insurance 2013 - Present
Merrill Lynch November 2012 - June 2013
University of Phoenix September 2009 - November 2012
Massmusic.net January 2001 - February 2009
Skills
Strategic Planning, Management, Event Management, Project Management, Online Advertising, Entrepreneurship, Finance, Training, Sales Management, Leadership, Retail, Strategy
Education
University of Phoenix 2009 — 2011
Master of Business, Management
Arizona State University 1998 — 2002
B.S., Global Business
Dwight Mathis's Merrill Lynch Experience February 2014 - Present
Job Market Executive Western Pennsylvania Market for Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Merrill Lynch January 2011 - January 2014
Merrill Lynch 2008 - January 2011
Merrill Lynch 2006 - 2008
Merrill Lynch 2005 - 2006
Merrill Lynch 2003 - 2005
Merrill Lynch 2001 - 2003
Edward Jones 1998 - 2001
Buncombe County Schools 1994 - 1998
Skills
Business Development, Wealth Management, Financial Services, Strategy, Strategic Financial..., Program Management, Financial Modeling, Training, Leadership, Financial Analysis, Banking, Change Management, Sales, Finance, Management, Insurance, Strategic Partnerships, Investments, Management Consulting, Financial Planning, Team Building, Mutual Funds, Private Equity, Strategic Planning, Venture Capital, Cross-functional Team..., Staff Development, Mergers & Acquisitions, Business Strategy, Leadership Development, Relationship Management, Team Leadership, Risk Management
Education
Leadership Pittsburgh 2014 — 2015
Thunderbird School of Global Management 2009 — 2010
MBA, Global Management
Appalachian State University 1990 — 1994
B.S, History, Education
ACR 1986 — 1990
Merrill Lynch February 2014 - Present
Merrill Lynch January 2011 - January 2014
Merrill Lynch 2008 - January 2011
Merrill Lynch 2006 - 2008
Merrill Lynch 2005 - 2006
Merrill Lynch 2003 - 2005
Merrill Lynch 2001 - 2003
Edward Jones 1998 - 2001
Buncombe County Schools 1994 - 1998
Skills
Business Development, Wealth Management, Financial Services, Strategy, Strategic Financial..., Program Management, Financial Modeling, Training, Leadership, Financial Analysis, Banking, Change Management, Sales, Finance, Management, Insurance, Strategic Partnerships, Investments, Management Consulting, Financial Planning, Team Building, Mutual Funds, Private Equity, Strategic Planning, Venture Capital, Cross-functional Team..., Staff Development, Mergers & Acquisitions, Business Strategy, Leadership Development, Relationship Management, Team Leadership, Risk Management
Education
Leadership Pittsburgh 2014 — 2015
Thunderbird School of Global Management 2009 — 2010
MBA, Global Management
Appalachian State University 1990 — 1994
B.S, History, Education
ACR 1986 — 1990
Alex Stephenson's Merrill Lynch Experience August 2008 - December 2008
Job Broker Success Manager at LendingHome
Industry Real Estate
Experience
LendingHome Corporation April 2015 - Present
Trulia January 2012 - February 2015
GreenVolts October 2009 - August 2010
Merrill Lynch August 2008 - December 2008
Peaks Brewery January 2008 - June 2008
Olive and Ivy Restaurant June 2006 - December 2007
Skills
Marketing, Advertising, Real Estate, Salesforce.com, Microsoft Office, Microsoft Excel, Customer Service, New Business Development, Cold Calling, Competitive Analysis, Start-ups, Sales, Account Management
Education
UCLA Extension 2011 — 2012
Certificate Program, Financial Mangement and Analysis
Arizona State University 2004 — 2009
Interdisciplinary Studies, Marketing and Communications
Leland High School 2000 — 2004
Diploma
LendingHome Corporation April 2015 - Present
Trulia January 2012 - February 2015
GreenVolts October 2009 - August 2010
Merrill Lynch August 2008 - December 2008
Peaks Brewery January 2008 - June 2008
Olive and Ivy Restaurant June 2006 - December 2007
Skills
Marketing, Advertising, Real Estate, Salesforce.com, Microsoft Office, Microsoft Excel, Customer Service, New Business Development, Cold Calling, Competitive Analysis, Start-ups, Sales, Account Management
Education
UCLA Extension 2011 — 2012
Certificate Program, Financial Mangement and Analysis
Arizona State University 2004 — 2009
Interdisciplinary Studies, Marketing and Communications
Leland High School 2000 — 2004
Diploma
Jim Loe's Merrill Lynch Experience August 1991 - March 1994
Job Founder & Owner, San Clemente Imports LLC
Industry Retail
Experience
San Clemente Imports LLC July 2013 - Present
SeatonCorp August 2012 - July 2013
M Squared Consulting November 2007 - November 2011
Kemper Mortgage, Inc. January 2005 - November 2007
Loes, Inc. (dba AlphaGraphics) September 1998 - December 2002
Charles Schwab & Company March 1994 - August 1998
Merrill Lynch August 1991 - March 1994
MeraBank January 1983 - July 1991
First United Services, Inc. 1981 - 1983
Skills
Management, Operations Improvement, Human Resources, Banking, Project Management, Business Development, Manufacturing, Recruiting, Start-ups, Sales, Product Management, Production Development, Management Consulting, Team Building, Leadership, New Business Development, Change Management, Training, Marketing Strategy
Education
Arizona State University 1970 — 1973
B.S., Business Management
San Clemente Imports LLC July 2013 - Present
SeatonCorp August 2012 - July 2013
M Squared Consulting November 2007 - November 2011
Kemper Mortgage, Inc. January 2005 - November 2007
Loes, Inc. (dba AlphaGraphics) September 1998 - December 2002
Charles Schwab & Company March 1994 - August 1998
Merrill Lynch August 1991 - March 1994
MeraBank January 1983 - July 1991
First United Services, Inc. 1981 - 1983
Skills
Management, Operations Improvement, Human Resources, Banking, Project Management, Business Development, Manufacturing, Recruiting, Start-ups, Sales, Product Management, Production Development, Management Consulting, Team Building, Leadership, New Business Development, Change Management, Training, Marketing Strategy
Education
Arizona State University 1970 — 1973
B.S., Business Management
Wes Haney's Merrill Lynch Experience October 2013 - Present
Job Merrill Lynch Global Wealth Management Financial Advisor
Industry Banking
Experience
Merrill Lynch October 2013 - Present
Wells Fargo August 2005 - October 2013
VANGUARD GROUP June 2004 - August 2005
Skills
Leadership, Sales, Banking, Small Business Lending, Portfolio Management, B2B, Customer Service, Coaching, Mergers & Acquisitions, Finance, Management, Credit, Financial Services, Retail Banking
Education
Appalachian State University 2000 — 2004
Double Major Finance and Banking; Risk Management and Insurance
Appalachian State University
Merrill Lynch October 2013 - Present
Wells Fargo August 2005 - October 2013
VANGUARD GROUP June 2004 - August 2005
Skills
Leadership, Sales, Banking, Small Business Lending, Portfolio Management, B2B, Customer Service, Coaching, Mergers & Acquisitions, Finance, Management, Credit, Financial Services, Retail Banking
Education
Appalachian State University 2000 — 2004
Double Major Finance and Banking; Risk Management and Insurance
Appalachian State University
Chelsea Kiehler's Merrill Lynch Experience June 2012 - Present
Job Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Morgan Stanley September 2009 - June 2012
Dynamics December 2006 - March 2011
RJ Young October 2008 - September 2009
WCYR May 2000 - September 2006
Education
Cumberland University 2006 — 2009
MBA, Finance Based, Services Industry, 3.6
Aquinas College 2005 — 2005
Certificate, HR Management, 4.0
Cumberland University 1999 — 2004
BBA, Marketing/Management with Biology Minor, 3.6
Merrill Lynch June 2012 - Present
Morgan Stanley September 2009 - June 2012
Dynamics December 2006 - March 2011
RJ Young October 2008 - September 2009
WCYR May 2000 - September 2006
Education
Cumberland University 2006 — 2009
MBA, Finance Based, Services Industry, 3.6
Aquinas College 2005 — 2005
Certificate, HR Management, 4.0
Cumberland University 1999 — 2004
BBA, Marketing/Management with Biology Minor, 3.6
Paul Macias, CFP®'s Merrill Lynch Experience 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Ameriprise Financial Services, Inc. 2002 - 2011
Skills
Certified Financial..., CRPC, Series 7, Series 66, Strategic Financial..., Small Business..., College Education..., Investments, Portfolio Management, Estate Planning, Financial Advisory, Asset Management, Life Insurance, Variable Annuities, 401k Rollovers
Education
Arizona State University
Merrill Lynch 2011 - Present
Ameriprise Financial Services, Inc. 2002 - 2011
Skills
Certified Financial..., CRPC, Series 7, Series 66, Strategic Financial..., Small Business..., College Education..., Investments, Portfolio Management, Estate Planning, Financial Advisory, Asset Management, Life Insurance, Variable Annuities, 401k Rollovers
Education
Arizona State University
Dwight Mathis's Merrill Lynch Experience Director - New MexicoMerrill Lynch2006 - 2008
Job Director Phoenix, Az at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Director - New MexicoMerrill Lynch2006 - 2008
Merrill Lynch 2005 - 2007
Merrill Lynch 2002 - 2005
Merrill Lynch 2000 - 2005
Education
Appalachian State University 1990 — 1994
BS, History, Secondary Education
Merrill Lynch Director - New MexicoMerrill Lynch2006 - 2008
Merrill Lynch 2005 - 2007
Merrill Lynch 2002 - 2005
Merrill Lynch 2000 - 2005
Education
Appalachian State University 1990 — 1994
BS, History, Secondary Education
Connor Blanco's Merrill Lynch Experience December 2013 - July 2014
Job Inheritance Specialist at Vanguard
Industry Investment Management
Experience
Vanguard August 2014 - Present
Merrill Lynch December 2013 - July 2014
Johnson & Johnson Insurance August 2011 - December 2013
Hood Hargett & Associates June 2010 - July 2010
Rutherfoord; A Marsh & McClennon Agency LLC Company June 2009 - July 2009
Skills
Strong customer service..., Capacity to analyze..., Knowledge of rating..., Understanding of..., Ability to recognize..., Exceptional written,..., Customer Service, Account Management, Management, Insurance, Underwriting, Sales Management, Risk Management, Social Media, Sales, Microsoft Office, Property & Casualty..., Writing, Marketing
Education
Appalachian State University 2006 — 2011
Bachelor of Science, Business Administration; Finance & Banking, Risk Management & Insurance
Vanguard August 2014 - Present
Merrill Lynch December 2013 - July 2014
Johnson & Johnson Insurance August 2011 - December 2013
Hood Hargett & Associates June 2010 - July 2010
Rutherfoord; A Marsh & McClennon Agency LLC Company June 2009 - July 2009
Skills
Strong customer service..., Capacity to analyze..., Knowledge of rating..., Understanding of..., Ability to recognize..., Exceptional written,..., Customer Service, Account Management, Management, Insurance, Underwriting, Sales Management, Risk Management, Social Media, Sales, Microsoft Office, Property & Casualty..., Writing, Marketing
Education
Appalachian State University 2006 — 2011
Bachelor of Science, Business Administration; Finance & Banking, Risk Management & Insurance
Todd Harrington's Merrill Lynch Experience June 2014 - Present
Job Vice President; Central Supervision Team Lead at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Wells Fargo July 2013 - June 2014
Merrill Lynch May 2007 - June 2013
Hewitt Associates March 2005 - May 2007
Dljdirect/CSFBdirect/Harrisdirect/Etrade June 2000 - August 2005
Skills
Financial Services, Series 7, Fixed Annuities, Asset Management, Trading, Term Life Insurance, Series 63, Health Insurance, Mutual Funds, Wealth Management, Securities, Retirement Planning
Education
Appalachian State University 1995 — 1999
Bachelor of Science (BS), communications- Advertising
Merrill Lynch June 2014 - Present
Wells Fargo July 2013 - June 2014
Merrill Lynch May 2007 - June 2013
Hewitt Associates March 2005 - May 2007
Dljdirect/CSFBdirect/Harrisdirect/Etrade June 2000 - August 2005
Skills
Financial Services, Series 7, Fixed Annuities, Asset Management, Trading, Term Life Insurance, Series 63, Health Insurance, Mutual Funds, Wealth Management, Securities, Retirement Planning
Education
Appalachian State University 1995 — 1999
Bachelor of Science (BS), communications- Advertising
Lindsay Nakayama's Merrill Lynch Experience January 2009 - March 2009
Job Talent Specialist at RPA
Industry Marketing and Advertising
Experience
RPA September 2014 - Present
RPA March 2012 - September 2014
RPA March 2011 - May 2012
RPA March 2010 - March 2011
RPA September 2009 - March 2010
Merrill Lynch January 2009 - March 2009
Fox Restaurant Concepts August 2008 - December 2008
Skills
Advertising, Social Media, Human Resources, College Recruiting, Payroll, Communication, Employee Relations, Event Planning, Time & Attendance, Recruiting, Social Networking, Account Management, Time Management, Marketing, Integrated Marketing, Social Media Marketing
Education
Arizona State University 2005 — 2009
B.S., Communications
RPA September 2014 - Present
RPA March 2012 - September 2014
RPA March 2011 - May 2012
RPA March 2010 - March 2011
RPA September 2009 - March 2010
Merrill Lynch January 2009 - March 2009
Fox Restaurant Concepts August 2008 - December 2008
Skills
Advertising, Social Media, Human Resources, College Recruiting, Payroll, Communication, Employee Relations, Event Planning, Time & Attendance, Recruiting, Social Networking, Account Management, Time Management, Marketing, Integrated Marketing, Social Media Marketing
Education
Arizona State University 2005 — 2009
B.S., Communications
Jerry Sheets's Merrill Lynch Experience 1986 - 1988
Job Manager at The Nielsen Company
Industry Market Research
Experience
The Nielsen Company 1988 - Present
Merrill Lynch 1986 - 1988
Education
University of Northern Colorado 1981 — 1986
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 2.9
Arapahoe Community College
Micromputer Specialist, Computer Science, 3.5
The Nielsen Company 1988 - Present
Merrill Lynch 1986 - 1988
Education
University of Northern Colorado 1981 — 1986
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 2.9
Arapahoe Community College
Micromputer Specialist, Computer Science, 3.5
Steven Bross's Merrill Lynch Experience August 2007 - December 2007
Job Regional Sales Manager at Johnson March Systems Inc.
Industry Renewables & Environment
Experience
Johnson March Systems Inc. June 2012 - Present
Enlog LLC May 2008 - June 2012
Merrill Lynch August 2007 - December 2007
Skills
Manufacturing, International Business, Sales, Management, Account Management, Sales Operations, New Business Development, Photovoltaics, Marketing Strategy, International Sales
Education
Arcadia University 2004 — 2008
Bachelor's, Business Management
Umbra Institute 2006 — 2006
Semester Abroad, Italian Studies
Johnson March Systems Inc. June 2012 - Present
Enlog LLC May 2008 - June 2012
Merrill Lynch August 2007 - December 2007
Skills
Manufacturing, International Business, Sales, Management, Account Management, Sales Operations, New Business Development, Photovoltaics, Marketing Strategy, International Sales
Education
Arcadia University 2004 — 2008
Bachelor's, Business Management
Umbra Institute 2006 — 2006
Semester Abroad, Italian Studies
James Trapp's Merrill Lynch Experience March 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Leadership, Microsoft Excel, Social Networking, Finance
Education
Appalachian State University 2009 — 2013
Bachelor of Science (B.S.), Accounting
Merrill Lynch March 2014 - Present
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Leadership, Microsoft Excel, Social Networking, Finance
Education
Appalachian State University 2009 — 2013
Bachelor of Science (B.S.), Accounting
Wendy Houlihan's Merrill Lynch Experience September 1995 - February 2002
Job Title Officer at Title Assure, Inc.
Industry Law Practice
Experience
Title Assure, Inc. August 2012 - Present
Katz, Look and Onorato, PC 2008 - May 2012
Encana May 2008 - October 2008
First Data Corporation June 2004 - November 2007
The Home Depot February 2002 - June 2004
Merrill Lynch September 1995 - February 2002
Skills
Real Estate, Risk Management, Estate Administration, Mergers, Litigation, Microsoft Office, Real Estate Transactions, Human Resources, Foreclosures, Banking, Corporate Governance, Legal Writing, Legal Research, Due Diligence, Commercial Litigation, Mergers & Acquisitions, Wills, Legal Assistance, Management, Leadership
Education
Arapahoe Community College 2004 — 2009
Paralegal Certificate, Paralegal
Title Assure, Inc. August 2012 - Present
Katz, Look and Onorato, PC 2008 - May 2012
Encana May 2008 - October 2008
First Data Corporation June 2004 - November 2007
The Home Depot February 2002 - June 2004
Merrill Lynch September 1995 - February 2002
Skills
Real Estate, Risk Management, Estate Administration, Mergers, Litigation, Microsoft Office, Real Estate Transactions, Human Resources, Foreclosures, Banking, Corporate Governance, Legal Writing, Legal Research, Due Diligence, Commercial Litigation, Mergers & Acquisitions, Wills, Legal Assistance, Management, Leadership
Education
Arapahoe Community College 2004 — 2009
Paralegal Certificate, Paralegal
Stacie Morena's Merrill Lynch Experience March 2007 - Present
Job Vice President, Philanthropic Officer at US Trust
Industry Financial Services
Experience
Merrill Lynch March 2007 - Present
Univest December 1995 - March 2007
Skills
Series 7, Credit, Loans, Retirement Planning
Education
Arcadia University 1991 — 1994
Bachelor of Fine Arts (BFA), Photography
Merrill Lynch March 2007 - Present
Univest December 1995 - March 2007
Skills
Series 7, Credit, Loans, Retirement Planning
Education
Arcadia University 1991 — 1994
Bachelor of Fine Arts (BFA), Photography
Brian O'Donohue's Merrill Lynch Experience April 2012 - August 2013
Job Retirement Education Specialist at Newport Group
Industry Financial Services
Experience
The Newport Group September 2013 - Present
Merrill Lynch April 2012 - August 2013
Education
Appalachian State University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Banking
The Newport Group September 2013 - Present
Merrill Lynch April 2012 - August 2013
Education
Appalachian State University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Banking
William Kreiger's Merrill Lynch Experience January 2006 - June 2006
Job Mutual Fund Administrator/Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2008 - Present
Art Fusion 19464 2009 - 2013
Merrill Lynch January 2006 - June 2006
The Walt Disney Company January 2002 - August 2002
Skills
Mutual Funds, Finance, Accounting, Term Loan, Community Outreach, Asset Management, Equities
Education
Kaplan University 2009 — 2012
Master of Business Administration (MBA), summa cum laude
Arcadia University 2004 — 2007
Bachelor's degree, Business Administration and Finance
BNY Mellon June 2008 - Present
Art Fusion 19464 2009 - 2013
Merrill Lynch January 2006 - June 2006
The Walt Disney Company January 2002 - August 2002
Skills
Mutual Funds, Finance, Accounting, Term Loan, Community Outreach, Asset Management, Equities
Education
Kaplan University 2009 — 2012
Master of Business Administration (MBA), summa cum laude
Arcadia University 2004 — 2007
Bachelor's degree, Business Administration and Finance
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank