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
Nicholas Simmons Nicholas Simmons's Merrill Lynch Experience June 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Mercedes-Benz of Coral Gables August 2010 - June 2014
Skills
Bloomberg Certified, Microsoft Excel, Financial Modeling, PowerPoint, Sales, Customer Service, Customer Satisfaction, Customer Retention, Municipal Bonds, Business Development, Equities, Finance, Financial Analysis, Investments, Marketing, Mutual Funds, New Business Development, Strategic Planning, Team Building, Bloomberg, Analysis, Management, Profit
Education
Florida International University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Brevard Community College 2009 — 2010
Associate's degree
Dominican College of Blauvelt 2008 — 2009
Business
Merrill Lynch June 2014 - Present
Mercedes-Benz of Coral Gables August 2010 - June 2014
Skills
Bloomberg Certified, Microsoft Excel, Financial Modeling, PowerPoint, Sales, Customer Service, Customer Satisfaction, Customer Retention, Municipal Bonds, Business Development, Equities, Finance, Financial Analysis, Investments, Marketing, Mutual Funds, New Business Development, Strategic Planning, Team Building, Bloomberg, Analysis, Management, Profit
Education
Florida International University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Brevard Community College 2009 — 2010
Associate's degree
Dominican College of Blauvelt 2008 — 2009
Business
Heath Strasser Heath Strasser's Merrill Lynch Experience May 2008 - April 2010
Job Institutional Relationship Specialist at Capital Group
Industry Investment Management
Experience
Capital Group April 2012 - Present
Capital Group April 2010 - April 2012
Merrill Lynch May 2008 - April 2010
Edward Jones May 2006 - May 2008
Citizens Bank May 2003 - June 2006
Education
East Tennessee State University 2009 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
East Tennessee State University 1997 — 2001
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Capital Group April 2012 - Present
Capital Group April 2010 - April 2012
Merrill Lynch May 2008 - April 2010
Edward Jones May 2006 - May 2008
Citizens Bank May 2003 - June 2006
Education
East Tennessee State University 2009 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
East Tennessee State University 1997 — 2001
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Marcus Fielding Marcus Fielding's Merrill Lynch Experience 2009 - 2012
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2012 - Present
Merrill Lynch 2009 - 2012
BB&T 2005 - 2009
Skills
Asset Allocation, 401k Rollovers, Business Owner Planning, Financial Services, Insurance, Investment Strategies, Retirement Planning, Stock Market Analysis, Wealth Management, Tax Efficiency
Education
North Carolina State University 1994 — 1999
Bachelor of Science (B.S.), Business Management
East Carolina University 2004 — 2005
Masters, Business Administration
Wells Fargo Advisors 2012 - Present
Merrill Lynch 2009 - 2012
BB&T 2005 - 2009
Skills
Asset Allocation, 401k Rollovers, Business Owner Planning, Financial Services, Insurance, Investment Strategies, Retirement Planning, Stock Market Analysis, Wealth Management, Tax Efficiency
Education
North Carolina State University 1994 — 1999
Bachelor of Science (B.S.), Business Management
East Carolina University 2004 — 2005
Masters, Business Administration
Donna Bell, CEP Donna Bell, CEP's Merrill Lynch Experience July 1985 - July 2007
Job Certent, Inc.
Industry Financial Services
Experience
Certent, Inc. April 2014 - Present
Bank of Amercia Merrill Lynch July 2009 - April 2014
Bank of America Merrill Lynch January 2002 - July 2007
Merrill Lynch July 1985 - July 2007
Skills
CEP, Series 7, Series 8, Series 63, Six Sima Blackbelt, Business Strategy, Process Improvement, Project Management
Education
Eastern Connecticut State University 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Certent, Inc. April 2014 - Present
Bank of Amercia Merrill Lynch July 2009 - April 2014
Bank of America Merrill Lynch January 2002 - July 2007
Merrill Lynch July 1985 - July 2007
Skills
CEP, Series 7, Series 8, Series 63, Six Sima Blackbelt, Business Strategy, Process Improvement, Project Management
Education
Eastern Connecticut State University 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Angie (Gulledge) Norris Angie (Gulledge) Norris's Merrill Lynch Experience May 1998 - September 1998
Job Director Level Marketing & Communications Leader
Industry Information Technology and Services
Experience
CSC April 2014 - Present
Amitech Solutions September 2013 - April 2014
Technology Partners Inc. June 2006 - September 2013
TalentPlus/Centro Models March 2001 - September 2009
Spartech Corporation October 2003 - June 2006
A.G. Edwards December 1999 - October 2003
A.G. Edwards & Sons, Inc. May 1999 - September 1999
Merrill Lynch May 1998 - September 1998
Skills
Business Development, Social Media, Sourcing, Email Marketing, Marketing, Corporate Communications, Fundraising, Management Consulting, Team Management, New Business Development, Marketing Strategy, Strategic Planning, Advertising, Customer Service, Recruiting, Management, Leadership, Online Advertising, Marketing Communications, Training, Project Management, Sales, Team Building, Event Management, Strategy, Social Networking, Strategic Partnerships, Social Media Marketing, Lead Generation, Consulting, Salesforce.com, Business Analysis, Online Marketing
Education
Eastern Illinois University 1995 — 1999
Bachelor of Science, Business/Finance/Mathematics
Jersey Community High School 1991 — 1995
CSC April 2014 - Present
Amitech Solutions September 2013 - April 2014
Technology Partners Inc. June 2006 - September 2013
TalentPlus/Centro Models March 2001 - September 2009
Spartech Corporation October 2003 - June 2006
A.G. Edwards December 1999 - October 2003
A.G. Edwards & Sons, Inc. May 1999 - September 1999
Merrill Lynch May 1998 - September 1998
Skills
Business Development, Social Media, Sourcing, Email Marketing, Marketing, Corporate Communications, Fundraising, Management Consulting, Team Management, New Business Development, Marketing Strategy, Strategic Planning, Advertising, Customer Service, Recruiting, Management, Leadership, Online Advertising, Marketing Communications, Training, Project Management, Sales, Team Building, Event Management, Strategy, Social Networking, Strategic Partnerships, Social Media Marketing, Lead Generation, Consulting, Salesforce.com, Business Analysis, Online Marketing
Education
Eastern Illinois University 1995 — 1999
Bachelor of Science, Business/Finance/Mathematics
Jersey Community High School 1991 — 1995
Conrad Mewborn Conrad Mewborn's Merrill Lynch Experience 2001 - 2004
Job Business Systems Consultant Level 3 at Wellsfargo Bank Dealer Services
Industry Information Services
Experience
Wellsfargo Bank Dealer Services April 2014 - Present
Dewaynes Inc March 2012 - December 2013
SOUTHEASTERN FILE MANAGEMENT SERVICES, INC September 2011 - June 2012
Allscripts October 2010 - June 2011
RH DONNELLEY November 2007 - March 2009
Misys Healthcare Systems May 2007 - October 2007
INVESTORS TITLE INC January 2006 - February 2007
TURRET LABS PVT LTD January 2005 - November 2005
ADP March 2004 - December 2004
Merrill Lynch 2001 - 2004
Skills
Training, End User Training, CRM, Software Documentation, Technical Support, Analysis, Networking, Databases, Management, IT Management, Quality Assurance, Troubleshooting, Testing
Education
East Carolina University 1991 — 1994
Masters, Education and Business
East Carolina University
Bachelor of Science, Business Education
Wellsfargo Bank Dealer Services April 2014 - Present
Dewaynes Inc March 2012 - December 2013
SOUTHEASTERN FILE MANAGEMENT SERVICES, INC September 2011 - June 2012
Allscripts October 2010 - June 2011
RH DONNELLEY November 2007 - March 2009
Misys Healthcare Systems May 2007 - October 2007
INVESTORS TITLE INC January 2006 - February 2007
TURRET LABS PVT LTD January 2005 - November 2005
ADP March 2004 - December 2004
Merrill Lynch 2001 - 2004
Skills
Training, End User Training, CRM, Software Documentation, Technical Support, Analysis, Networking, Databases, Management, IT Management, Quality Assurance, Troubleshooting, Testing
Education
East Carolina University 1991 — 1994
Masters, Education and Business
East Carolina University
Bachelor of Science, Business Education
Inna Nave Inna Nave's Merrill Lynch Experience March 2008 - February 2009
Job Client Financial Management Analyst at Accenture
Industry Outsourcing/Offshoring
Experience
Accenture July 2013 - Present
FMC Corporation June 2011 - May 2013
Eastman Chemical Company August 2010 - December 2010
Eastman Chemical Company May 2010 - August 2010
Merrill Lynch March 2008 - February 2009
Skills
Financial Modeling, Forecasting, Auditing, Financial Analysis, Internal Audit, US GAAP, Cost Accounting, Analysis, Financial Reporting, Sarbanes-Oxley Act, Variance Analysis, Budgeting, Microsoft Excel, SAP ERP, Corporate FP&A, SAP BW, SAP BI, Analytic Reporting, Business Intelligence, Corporate Finance, P&L Analysis, P&L reconciliation, Consolidation, Planning, Outsourcing, Manufactring, Chemicals, Series 7, Series 66
Education
East Tennessee State University 2006 — 2007
MBA, Finance
East Tennessee State University 2009 — 2009
B.B.A., Accountancy
Accenture July 2013 - Present
FMC Corporation June 2011 - May 2013
Eastman Chemical Company August 2010 - December 2010
Eastman Chemical Company May 2010 - August 2010
Merrill Lynch March 2008 - February 2009
Skills
Financial Modeling, Forecasting, Auditing, Financial Analysis, Internal Audit, US GAAP, Cost Accounting, Analysis, Financial Reporting, Sarbanes-Oxley Act, Variance Analysis, Budgeting, Microsoft Excel, SAP ERP, Corporate FP&A, SAP BW, SAP BI, Analytic Reporting, Business Intelligence, Corporate Finance, P&L Analysis, P&L reconciliation, Consolidation, Planning, Outsourcing, Manufactring, Chemicals, Series 7, Series 66
Education
East Tennessee State University 2006 — 2007
MBA, Finance
East Tennessee State University 2009 — 2009
B.B.A., Accountancy
Will Peyton Will Peyton's Merrill Lynch Experience June 2007 - November 2008
Job UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS Financial Services, Inc. November 2008 - Present
Merrill Lynch June 2007 - November 2008
Education
East Carolina University - College of Business 2003 — 2007
Finance
UBS Financial Services, Inc. November 2008 - Present
Merrill Lynch June 2007 - November 2008
Education
East Carolina University - College of Business 2003 — 2007
Finance
Lucy Liu's Merrill Lynch Experience July 2009 - September 2009
Job Product Management / Senior Publishing Strategy & Market Analyst at Disney Interactive
Industry Entertainment
Experience
Disney Interactive February 2013 - Present
J.P. Morgan August 2011 - February 2013
J.P. Morgan May 2010 - August 2010
Vencon Management September 2009 - December 2009
Merrill Lynch July 2009 - September 2009
Glam Media May 2008 - August 2008
Skills
Financial Modeling, Corporate Development, M&A experience, HTML, Graphic Design, Microsoft Excel, Public Speaking, IPO, Finance, Corporate Finance, Investments, Analysis, LBO, Bloomberg, Equity Valuation, Management, Mergers & Acquisitions, Analytics, Financial Analysis, Investment Banking, Valuation, Strategy
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
B.S., Finance
East China Normal University 2008 — 2009
Monte Vista High School 2003 — 2007
Disney Interactive February 2013 - Present
J.P. Morgan August 2011 - February 2013
J.P. Morgan May 2010 - August 2010
Vencon Management September 2009 - December 2009
Merrill Lynch July 2009 - September 2009
Glam Media May 2008 - August 2008
Skills
Financial Modeling, Corporate Development, M&A experience, HTML, Graphic Design, Microsoft Excel, Public Speaking, IPO, Finance, Corporate Finance, Investments, Analysis, LBO, Bloomberg, Equity Valuation, Management, Mergers & Acquisitions, Analytics, Financial Analysis, Investment Banking, Valuation, Strategy
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
B.S., Finance
East China Normal University 2008 — 2009
Monte Vista High School 2003 — 2007
BYRON BENN BYRON BENN's Merrill Lynch Experience March 2013 - June 2013
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones January 2014 - Present
A-1 Vending Company August 2009 - January 2014
Merrill Lynch March 2013 - June 2013
Skills
Retirement specialist, Saving money on taxes, Planning for education..., Finance, Investments, Portfolio Management, Small Business, Financial Planning, Retirement Planning, Financial Services, Series 7, Customer Service
Education
University of Central Florida 2011 — 2013
Bachelor of Science in Business Aministration of Finance
Eastern Florida State College 2009 — 2011
Associate of Arts (A.A.), Finance, General
Edward Jones January 2014 - Present
A-1 Vending Company August 2009 - January 2014
Merrill Lynch March 2013 - June 2013
Skills
Retirement specialist, Saving money on taxes, Planning for education..., Finance, Investments, Portfolio Management, Small Business, Financial Planning, Retirement Planning, Financial Services, Series 7, Customer Service
Education
University of Central Florida 2011 — 2013
Bachelor of Science in Business Aministration of Finance
Eastern Florida State College 2009 — 2011
Associate of Arts (A.A.), Finance, General
Eric Dicken's Merrill Lynch Experience 2006 - 2007
Job Teaching Instructor at East Carolina University
Industry Financial Services
Experience
East Carolina University August 2013 - Present
Nationwide Financial April 2013 - Present
BB&T Investment Services, Inc. January 2010 - April 2013
Aegon - Monumental Life Insurance Company 2007 - 2009
Merrill Lynch 2006 - 2007
East Carolina University 2004 - 2006
Skills
Investments, Fixed Annuities, Bonds, Uniform Combined State..., Wealth, Managing Accounts, Series 7, Retirement Planning, Portfolio Management, Strategic Financial..., Wealth Management, Asset Managment, Financial Analysis, Investment Strategies, Credit, Mutual Funds, Insurance, Securities, Mortgage Lending, Banking, Risk Management, Finance, Life Insurance, Small Business Lending, Commercial Lending, Financial Services, Financial Advisory, Investment Advisory, Commercial Banking, Budgets, Disability Insurance, Asset Management
Education
East Carolina University - College of Business 2004 — 2006
Master of Business Administration (MBA), Finance and Financial Management Services
James Madison University 1996 — 2001
Bachelor of Arts (B.A.), Music Education
East Carolina University August 2013 - Present
Nationwide Financial April 2013 - Present
BB&T Investment Services, Inc. January 2010 - April 2013
Aegon - Monumental Life Insurance Company 2007 - 2009
Merrill Lynch 2006 - 2007
East Carolina University 2004 - 2006
Skills
Investments, Fixed Annuities, Bonds, Uniform Combined State..., Wealth, Managing Accounts, Series 7, Retirement Planning, Portfolio Management, Strategic Financial..., Wealth Management, Asset Managment, Financial Analysis, Investment Strategies, Credit, Mutual Funds, Insurance, Securities, Mortgage Lending, Banking, Risk Management, Finance, Life Insurance, Small Business Lending, Commercial Lending, Financial Services, Financial Advisory, Investment Advisory, Commercial Banking, Budgets, Disability Insurance, Asset Management
Education
East Carolina University - College of Business 2004 — 2006
Master of Business Administration (MBA), Finance and Financial Management Services
James Madison University 1996 — 2001
Bachelor of Arts (B.A.), Music Education
Jennifer Calhoun Jennifer Calhoun's Merrill Lynch Experience October 2013 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Victorias Secret Stores August 2007 - September 2013
Skills
Merchandising, Retail, Visual Merchandising, Store Management, Loss Prevention, Inventory Management, Retail Sales, Apparel, Store Operations, Assortment, Fashion, Profit, Trend Analysis, Merchandise Planning, Inventory Control, Sales, Driving Results, Sales Management, New Store Openings, POS, Customer Service, Leadership, Microsoft Office, Time Management, Event Planning
Education
East Carolina University 2002 — 2007
Bachelor of Science (B.S.), Economics
Merrill Lynch October 2013 - Present
Victorias Secret Stores August 2007 - September 2013
Skills
Merchandising, Retail, Visual Merchandising, Store Management, Loss Prevention, Inventory Management, Retail Sales, Apparel, Store Operations, Assortment, Fashion, Profit, Trend Analysis, Merchandise Planning, Inventory Control, Sales, Driving Results, Sales Management, New Store Openings, POS, Customer Service, Leadership, Microsoft Office, Time Management, Event Planning
Education
East Carolina University 2002 — 2007
Bachelor of Science (B.S.), Economics
JohnPaul Bennett JohnPaul Bennett's Merrill Lynch Experience May 2012 - October 2012
Job Director of Marketing at PLEDGE IT
Industry Internet
Experience
PLEDGE IT January 2015 - Present
Gun.io November 2012 - Present
Merrill Lynch May 2012 - October 2012
Dash Brands Ltd. May 2010 - April 2012
National Science Foundation June 2009 - September 2009
Pennsylvania Department of Community & Economic Development June 2008 - September 2008
Skills
Entrepreneurship, Financial Analysis, Leadership, Strategic Partnerships, Foreign Languages, Strategy, Equity Research, Management, Start-ups, Analytics, Marketing, Business Development, Social Media, Project Management, Microsoft Office, Financial Accounting, SAP, Business Strategy, Quantitative Research, Public Speaking, Fundraising, Social Media Marketing, Sports Marketing
Education
Shippensburg University of Pennsylvania 2006 — 2010
BSc, Finance & International Studies
East China Normal University
Shanghai, China, Mandarin Chinese, International Business
Minzu University of Beijing
Beijing, China, Mandarin Chinese, Economics
Thinkful
PLEDGE IT January 2015 - Present
Gun.io November 2012 - Present
Merrill Lynch May 2012 - October 2012
Dash Brands Ltd. May 2010 - April 2012
National Science Foundation June 2009 - September 2009
Pennsylvania Department of Community & Economic Development June 2008 - September 2008
Skills
Entrepreneurship, Financial Analysis, Leadership, Strategic Partnerships, Foreign Languages, Strategy, Equity Research, Management, Start-ups, Analytics, Marketing, Business Development, Social Media, Project Management, Microsoft Office, Financial Accounting, SAP, Business Strategy, Quantitative Research, Public Speaking, Fundraising, Social Media Marketing, Sports Marketing
Education
Shippensburg University of Pennsylvania 2006 — 2010
BSc, Finance & International Studies
East China Normal University
Shanghai, China, Mandarin Chinese, International Business
Minzu University of Beijing
Beijing, China, Mandarin Chinese, Economics
Thinkful
Jedediah Dahl's Merrill Lynch Experience July 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Roane State Community College August 2015 - Present
Merrill Lynch July 2015 - Present
Mutual of Omaha Investor Services, Inc. July 2014 - June 2015
SunTrust Bank August 2013 - July 2014
Virginia Intermont College January 2012 - May 2014
East Tennessee State University January 2010 - December 2011
Liberty Tax Services January 2009 - April 2009
Mutual of Omaha November 2006 - November 2008
Skills
Finance, Investments, Financial Analysis, Valuation, Financial Modeling, Microsoft Excel, Corporate Finance, Microsoft Office, Research, Risk Management, Financial Services, Data Analysis, Analysis, Customer Service, Leadership, Portfolio Management, Economics, Public Speaking, PowerPoint, Strategic Financial..., Strategic Planning, Business Valuation, Microsoft Word, Tax, Market Research, Training, Statistics, Monte Carlo Simulation, Eviews, Equity Valuation, Capital Markets, Tax Law, Higher Education, Financial Planning, Quantitative Finance, Faith-Based Investing, Retirement Planning, Life Insurance, Insurance, Estate Planning
Education
East Tennessee State University 2010 — 2012
Masters of Business Administration, Finance, 3.6
East Tennessee State University 2009 — 2009
Bachelor of Science, Interdisciplinary Studies; Finance, History, and Real Estate Finance, 3.98
University of Tennessee-Knoxville 2001 — 2006
History
Roane State Community College August 2015 - Present
Merrill Lynch July 2015 - Present
Mutual of Omaha Investor Services, Inc. July 2014 - June 2015
SunTrust Bank August 2013 - July 2014
Virginia Intermont College January 2012 - May 2014
East Tennessee State University January 2010 - December 2011
Liberty Tax Services January 2009 - April 2009
Mutual of Omaha November 2006 - November 2008
Skills
Finance, Investments, Financial Analysis, Valuation, Financial Modeling, Microsoft Excel, Corporate Finance, Microsoft Office, Research, Risk Management, Financial Services, Data Analysis, Analysis, Customer Service, Leadership, Portfolio Management, Economics, Public Speaking, PowerPoint, Strategic Financial..., Strategic Planning, Business Valuation, Microsoft Word, Tax, Market Research, Training, Statistics, Monte Carlo Simulation, Eviews, Equity Valuation, Capital Markets, Tax Law, Higher Education, Financial Planning, Quantitative Finance, Faith-Based Investing, Retirement Planning, Life Insurance, Insurance, Estate Planning
Education
East Tennessee State University 2010 — 2012
Masters of Business Administration, Finance, 3.6
East Tennessee State University 2009 — 2009
Bachelor of Science, Interdisciplinary Studies; Finance, History, and Real Estate Finance, 3.98
University of Tennessee-Knoxville 2001 — 2006
History
Mark D. Morgan, M.B.A.'s Merrill Lynch Experience January 1999 - May 2001
Job Assistant Vice President at Brown & Riding Ins. Services, Inc.
Industry Insurance
Experience
Brown & Riding Ins. Services, Inc. April 2014 - Present
Wholesale Trading Co-Op Insurance Services, LLC February 2011 - April 2014
Swett & Crawford December 2009 - February 2011
Southwest Risk, LP May 2008 - December 2009
CRC Insurance Services, Inc. May 2001 - May 2008
Merrill Lynch January 1999 - May 2001
Skills
Property & Casualty..., Real Estate, Commercial Insurance, Professional Liability, Underwriting, Insurance, Legal Liability, Commercial Lines, Brokers, D&O, Liability, Casualty, Reinsurance, General Insurance
Education
East Carolina University 1995 — 2001
M.B.A.
Brown & Riding Ins. Services, Inc. April 2014 - Present
Wholesale Trading Co-Op Insurance Services, LLC February 2011 - April 2014
Swett & Crawford December 2009 - February 2011
Southwest Risk, LP May 2008 - December 2009
CRC Insurance Services, Inc. May 2001 - May 2008
Merrill Lynch January 1999 - May 2001
Skills
Property & Casualty..., Real Estate, Commercial Insurance, Professional Liability, Underwriting, Insurance, Legal Liability, Commercial Lines, Brokers, D&O, Liability, Casualty, Reinsurance, General Insurance
Education
East Carolina University 1995 — 2001
M.B.A.
Marianne Fitzpatrick, MBA's Merrill Lynch Experience 1982 - 1984
Job PROJECT MANAGER, IT at Cardinal Bank
Industry Banking
Experience
Cardinal Bank May 2015 - Present
World Privacy Forum December 2014 - Present
World Privacy Forum January 2012 - December 2014
Chase July 2002 - December 2011
Planters Bank May 1986 - June 1988
Merrill Lynch 1982 - 1984
Skills
Process Improvement, Cross-functional Team..., Analysis, Change Management, Project Management, Management, Program Management, Business Analysis, Strategic Planning, Project Planning, Budgets, Team Leadership, Team Building, Grants, Cy Pres, Newsletters, Data Broker Research, Litigation Research, Leading CCOMS Meetings, Policies & Procedures -..., Chase Bank CLS..., Project/Schedule..., Research & Analysis, Project Charter..., Dashboard Creation, Negotiation &..., Audition, Compliance &..., Client Relationship..., Risk Management &..., Multitasking in..., Transformational..., Continuous Process..., Strategic Communication..., Documenting &..., Resource Leadership &..., Benchmarking & Industry..., Leadership, Risk Management, Vendor Management, Executive Management, Finance, Business Process..., Policy, Strategy, Customer Service, Training, Product Management, Marketing, Banking, Governance
Education
Villanova University 2010 — 2010
Certificate - Essentials of Project Management
East Carolina University - College of Business 1978 — 1986
Master of Business Administration (MBA), Operations Research
Fairfax High School
High School Diploma, Mathematics
Cardinal Bank May 2015 - Present
World Privacy Forum December 2014 - Present
World Privacy Forum January 2012 - December 2014
Chase July 2002 - December 2011
Planters Bank May 1986 - June 1988
Merrill Lynch 1982 - 1984
Skills
Process Improvement, Cross-functional Team..., Analysis, Change Management, Project Management, Management, Program Management, Business Analysis, Strategic Planning, Project Planning, Budgets, Team Leadership, Team Building, Grants, Cy Pres, Newsletters, Data Broker Research, Litigation Research, Leading CCOMS Meetings, Policies & Procedures -..., Chase Bank CLS..., Project/Schedule..., Research & Analysis, Project Charter..., Dashboard Creation, Negotiation &..., Audition, Compliance &..., Client Relationship..., Risk Management &..., Multitasking in..., Transformational..., Continuous Process..., Strategic Communication..., Documenting &..., Resource Leadership &..., Benchmarking & Industry..., Leadership, Risk Management, Vendor Management, Executive Management, Finance, Business Process..., Policy, Strategy, Customer Service, Training, Product Management, Marketing, Banking, Governance
Education
Villanova University 2010 — 2010
Certificate - Essentials of Project Management
East Carolina University - College of Business 1978 — 1986
Master of Business Administration (MBA), Operations Research
Fairfax High School
High School Diploma, Mathematics
Brian Zuchelkowski, MBA Brian Zuchelkowski, MBA's Merrill Lynch Experience June 2001 - February 2002
Job
Industry Biotechnology
Experience
Alexion Pharmaceuticals, Inc. July 2014 - Present
Alexion Pharmaceuticals April 2011 - Present
U. S. Army March 1990 - Present
Genoptix Medical Laboratory October 2009 - March 2011
Veridex a Johnson and Johnson Company June 2008 - September 2009
Ortho Biotech a Johnson and Johnson Company November 2006 - June 2008
PriCara a Johnson and Johnson Company February 2003 - November 2006
2004-2005Company Commander November 2004 - January 2006
Abbott Laboratories March 2003 - December 2003
Merrill Lynch June 2001 - February 2002
Skills
Oncology, Cardiology, Healthcare, Leadership, Pharmaceutical Industry, Sales Operations, Pharmaceutical Sales, Managed Care, Hematology, Management, Training, Urology, Clinical Research, Medical Devices, Contract Negotiation, Gastroenterology, Cancer, Hospital Sales, Sales Presentations, Sales, Team Building, Team Leadership, Nephrology, Capital Equipment, Product Launch, Selling, Tactical Planning, Neurology, Infectious Diseases, Rheumatology, Endocrinology, Situational Leadership, Hospitals, Strategic Planning, Hematopathology, Biotechnology, Laboratory, Buy & Bill, Sales Process, Formulary, Orphan Drugs, Organizational..., Human Resources, Command, Cross-functional Team..., Selling Skills, Surgery, Business Planning
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2012
MBA
East Carolina University 1989 — 1993
BS, Criminal Justice
Alexion Pharmaceuticals, Inc. July 2014 - Present
Alexion Pharmaceuticals April 2011 - Present
U. S. Army March 1990 - Present
Genoptix Medical Laboratory October 2009 - March 2011
Veridex a Johnson and Johnson Company June 2008 - September 2009
Ortho Biotech a Johnson and Johnson Company November 2006 - June 2008
PriCara a Johnson and Johnson Company February 2003 - November 2006
2004-2005Company Commander November 2004 - January 2006
Abbott Laboratories March 2003 - December 2003
Merrill Lynch June 2001 - February 2002
Skills
Oncology, Cardiology, Healthcare, Leadership, Pharmaceutical Industry, Sales Operations, Pharmaceutical Sales, Managed Care, Hematology, Management, Training, Urology, Clinical Research, Medical Devices, Contract Negotiation, Gastroenterology, Cancer, Hospital Sales, Sales Presentations, Sales, Team Building, Team Leadership, Nephrology, Capital Equipment, Product Launch, Selling, Tactical Planning, Neurology, Infectious Diseases, Rheumatology, Endocrinology, Situational Leadership, Hospitals, Strategic Planning, Hematopathology, Biotechnology, Laboratory, Buy & Bill, Sales Process, Formulary, Orphan Drugs, Organizational..., Human Resources, Command, Cross-functional Team..., Selling Skills, Surgery, Business Planning
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2012
MBA
East Carolina University 1989 — 1993
BS, Criminal Justice
Danielle (Marini) Lamey's Merrill Lynch Experience 2005 - 2009
Job Client Services Project Manager
Industry Biotechnology
Experience
IDEXX Laboratories May 2015 - Present
HM Payson & Co December 2014 - May 2015
Spinnaker Trust November 2012 - December 2014
Servpro Industries April 2009 - November 2012
Merrill Lynch 2005 - 2009
Eaton Vance 2002 - 2005
Tucker Anthony 1999 - 2002
Skills
Microsoft Office, Customer Service, Sales, Event Planning, Strategic Planning, Social Networking, Social Media Marketing, New Business Development, Marketing Strategy, Event Management, Training, Coaching, Project Management, Facebook
Education
East Carolina University 1992 — 1996
Bachelor of Science (B.S.)
IDEXX Laboratories May 2015 - Present
HM Payson & Co December 2014 - May 2015
Spinnaker Trust November 2012 - December 2014
Servpro Industries April 2009 - November 2012
Merrill Lynch 2005 - 2009
Eaton Vance 2002 - 2005
Tucker Anthony 1999 - 2002
Skills
Microsoft Office, Customer Service, Sales, Event Planning, Strategic Planning, Social Networking, Social Media Marketing, New Business Development, Marketing Strategy, Event Management, Training, Coaching, Project Management, Facebook
Education
East Carolina University 1992 — 1996
Bachelor of Science (B.S.)
Joan Hodo Joan Hodo's Merrill Lynch Experience May 2013 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
Healthcare Foundation for the Yampa Valley/YVMC September 2007 - April 2013
City of Steamboat Springs Finance Department January 1996 - September 2007
Merrill Lynch February 1978 - January 1996
Skills
Raiser's Edge..., Interpersonal Skills, Prospect Research, Project Management, Presentations, Training Delivery, Training Management, Analysis & Planning, Special Events, Administrative..., Relationship Management
Education
East Carolina University
Merrill Lynch May 2013 - Present
Healthcare Foundation for the Yampa Valley/YVMC September 2007 - April 2013
City of Steamboat Springs Finance Department January 1996 - September 2007
Merrill Lynch February 1978 - January 1996
Skills
Raiser's Edge..., Interpersonal Skills, Prospect Research, Project Management, Presentations, Training Delivery, Training Management, Analysis & Planning, Special Events, Administrative..., Relationship Management
Education
East Carolina University
Tom Kuzma's Merrill Lynch Experience March 2015 - Present
Job RBCC at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2015 - Present
Green Star Exteriors September 2014 - November 2014
Plus One Health Management Inc September 2012 - September 2014
Leco Laboratory June 2009 - September 2011
Skills
Exercise Physiology, Strength Training, Exercise Prescription, Functional Training, Weight Training, Personal Training, Fitness, Fitness Training, Health Promotion, Wellness, Health Education, Nutrition, Sports Nutrition, Wellness Coaching, Operant Conditioning, Rehabilitation, Injury Prevention, Nutritional Counseling, Kinesiology, Nutrition Education, Sales
Education
East Stroudsburg University of Pennsylvania 2007 — 2011
Bachelor of Science (B.S.), Exercise Physiology
Merrill Lynch March 2015 - Present
Green Star Exteriors September 2014 - November 2014
Plus One Health Management Inc September 2012 - September 2014
Leco Laboratory June 2009 - September 2011
Skills
Exercise Physiology, Strength Training, Exercise Prescription, Functional Training, Weight Training, Personal Training, Fitness, Fitness Training, Health Promotion, Wellness, Health Education, Nutrition, Sports Nutrition, Wellness Coaching, Operant Conditioning, Rehabilitation, Injury Prevention, Nutritional Counseling, Kinesiology, Nutrition Education, Sales
Education
East Stroudsburg University of Pennsylvania 2007 — 2011
Bachelor of Science (B.S.), Exercise Physiology
Kristen Jacob Kristen Jacob's Merrill Lynch Experience March 2015 - June 2015
Job Associate Functional Consultant at Workday
Industry Information Technology and Services
Experience
Workday January 2015 - Present
Merrill Lynch March 2015 - June 2015
Merrill Lynch December 2014 - March 2015
Workday 2015 - 2015
Workday 2015 - 2015
PLAOR March 2014 - April 2014
UCLA September 2013 - December 2013
Kumon October 2011 - June 2012
Skills
Communication, Team Leadership, Public Speaking, Creative Writing, Customer Engagement, Team Management, Mathematics, Teamwork, Social Networking, Microsoft Word, PowerPoint, Social Media, Research, Coaching, Blogging, Microsoft Excel
Education
UCLA
Bachelor of Arts (B.A.), International/Global Studies
East China Normal University
Emerging Economies: Asia
Esperanza High School
Workday January 2015 - Present
Merrill Lynch March 2015 - June 2015
Merrill Lynch December 2014 - March 2015
Workday 2015 - 2015
Workday 2015 - 2015
PLAOR March 2014 - April 2014
UCLA September 2013 - December 2013
Kumon October 2011 - June 2012
Skills
Communication, Team Leadership, Public Speaking, Creative Writing, Customer Engagement, Team Management, Mathematics, Teamwork, Social Networking, Microsoft Word, PowerPoint, Social Media, Research, Coaching, Blogging, Microsoft Excel
Education
UCLA
Bachelor of Arts (B.A.), International/Global Studies
East China Normal University
Emerging Economies: Asia
Esperanza High School
Vlad Timoshchik Vlad Timoshchik's Merrill Lynch Experience 1999 - 2006
Job Salesperson at Nordstrom
Industry Retail
Experience
Nordstrom January 2013 - Present
Independent Real Estate Professional March 2006 - March 2012
Merrill Lynch 1999 - 2006
Skills
Real Estate, Buyer Representation, Condos, Contract Negotiation, First Time Home Buyers, Foreclosures, Investment Properties, Investors, Listings, Marketing Strategy, Negotiation, Property Management, REO, Real Estate Transactions, Relocation, Residential Homes, Sales, Sales Management, Sellers, Selling, Short Sales, Single Family Homes, Team Building
Education
Irvine Valley College 2004 — 2006
Business Administration, Management and Operations
East Los Angeles College 1992 — 1995
Accounting and Business/Management
Nordstrom January 2013 - Present
Independent Real Estate Professional March 2006 - March 2012
Merrill Lynch 1999 - 2006
Skills
Real Estate, Buyer Representation, Condos, Contract Negotiation, First Time Home Buyers, Foreclosures, Investment Properties, Investors, Listings, Marketing Strategy, Negotiation, Property Management, REO, Real Estate Transactions, Relocation, Residential Homes, Sales, Sales Management, Sellers, Selling, Short Sales, Single Family Homes, Team Building
Education
Irvine Valley College 2004 — 2006
Business Administration, Management and Operations
East Los Angeles College 1992 — 1995
Accounting and Business/Management
Julie Bailey, Bailey Wealth Management Julie Bailey, Bailey Wealth Management's Merrill Lynch Experience 2006 - 2008
Job The Bailey Wealth Management Group, Portfolio Manager, Financial Advisor, CRPC(R) at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2014 - Present
Morgan Stanley December 2008 - January 2014
Merrill Lynch 2006 - 2008
UBS 2005 - 2006
Credit Suisse First Boston 2000 - 2005
Skills
Personal Finance, Private Wealth..., Investments, Retirement Planning, Wealth Management..., Retirement, Finance, Financial Services, Investment Management, Financial Advisory, Financial Markets, Investment Advisory, Mutual Funds, Portfolio Management, Series 7, Wealth Management, High Net Worth..., Strategic Financial..., Asset Allocation
Education
The University of London/ American College 2000 — 2000
Post Graduate classes in Finance, Finance and Economics
East Tennessee State University 1996 — 2000
BBA, Corporate Finance and Investments, Political Science
UBS Wealth Management January 2014 - Present
Morgan Stanley December 2008 - January 2014
Merrill Lynch 2006 - 2008
UBS 2005 - 2006
Credit Suisse First Boston 2000 - 2005
Skills
Personal Finance, Private Wealth..., Investments, Retirement Planning, Wealth Management..., Retirement, Finance, Financial Services, Investment Management, Financial Advisory, Financial Markets, Investment Advisory, Mutual Funds, Portfolio Management, Series 7, Wealth Management, High Net Worth..., Strategic Financial..., Asset Allocation
Education
The University of London/ American College 2000 — 2000
Post Graduate classes in Finance, Finance and Economics
East Tennessee State University 1996 — 2000
BBA, Corporate Finance and Investments, Political Science
Chuck McConnell Chuck McConnell's Merrill Lynch Experience February 2007 - May 2007
Job Corporate Derivatives Investment Banking Division at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
Goldman Sachs April 2014 - May 2014
United States Air Force June 2009 - February 2014
Deutsche Bank June 2008 - August 2008
Merrill Lynch February 2007 - May 2007
Skills
Project Management, Leadership Development, Security Clearance, DoD, Military, Military Operations, Military Experience, National Security, Operational Planning, Defense, Command, Air Force, Program Management, Systems Engineering, Aerospace, Information Assurance, Government, Leadership, Process Improvement, Microsoft Office, Microsoft Excel, Team Building, PowerPoint, Analysis, Proposal Writing, Force Protection
Education
Villanova University 2005 — 2009
Bachelor of Science in Accountancy, Bachelor of Science in Business Administration (Finance)
University of Arkansas 2009 — 2011
Master of Science in Operations Management
East China Normal University 2006 — 2006
International Business
Goldman Sachs June 2014 - Present
Goldman Sachs April 2014 - May 2014
United States Air Force June 2009 - February 2014
Deutsche Bank June 2008 - August 2008
Merrill Lynch February 2007 - May 2007
Skills
Project Management, Leadership Development, Security Clearance, DoD, Military, Military Operations, Military Experience, National Security, Operational Planning, Defense, Command, Air Force, Program Management, Systems Engineering, Aerospace, Information Assurance, Government, Leadership, Process Improvement, Microsoft Office, Microsoft Excel, Team Building, PowerPoint, Analysis, Proposal Writing, Force Protection
Education
Villanova University 2005 — 2009
Bachelor of Science in Accountancy, Bachelor of Science in Business Administration (Finance)
University of Arkansas 2009 — 2011
Master of Science in Operations Management
East China Normal University 2006 — 2006
International Business
George J. Krohn IV George J. Krohn IV's Merrill Lynch Experience December 2013 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
Detroit Business Consulting August 2013 - September 2013
Polynesian Pools May 2012 - August 2013
Plum Tree Bistro December 2011 - May 2012
Polynesian Pools May 2011 - August 2011
Chesapeake Public Schools June 2007 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Sales, Teamwork, Time Management, Inventory Management, Project Management, Telephone Skills, Data Entry, Customer Satisfaction, Financial Reporting, New Business Development, Management, Retail, Team Building, Finance
Education
East Carolina University - College of Business 2008 — 2012
Bachelor of Business Administration, Finance
Merrill Lynch December 2013 - Present
Detroit Business Consulting August 2013 - September 2013
Polynesian Pools May 2012 - August 2013
Plum Tree Bistro December 2011 - May 2012
Polynesian Pools May 2011 - August 2011
Chesapeake Public Schools June 2007 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Sales, Teamwork, Time Management, Inventory Management, Project Management, Telephone Skills, Data Entry, Customer Satisfaction, Financial Reporting, New Business Development, Management, Retail, Team Building, Finance
Education
East Carolina University - College of Business 2008 — 2012
Bachelor of Business Administration, Finance
Thomas Radicioni Thomas Radicioni's Merrill Lynch Experience June 2003 - August 2005
Job Client Service Manager at BNY Mellon Trust Company, N.A.
Industry Banking
Experience
BNY Mellon September 2008 - Present
BNY Mellon Trust Company, N.A. June 2012 - January 2013
BNY Mellon September 2008 - June 2012
BNY Mellon August 2005 - September 2008
Merrill Lynch June 2003 - August 2005
Harleysville Insurance January 2003 - May 2003
Skills
Financial Services, Banking, Mutual Funds, Fixed Income, Relationship Management, Securities, Portfolio Management, Investments, Bloomberg, Asset Managment, Wealth Management, Business Analysis, Trading, Management
Education
Lock Haven University of Pennsylvania 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
East Stroudsburg University of Pennsylvania 1996 — 1997
North Penn High School
BNY Mellon September 2008 - Present
BNY Mellon Trust Company, N.A. June 2012 - January 2013
BNY Mellon September 2008 - June 2012
BNY Mellon August 2005 - September 2008
Merrill Lynch June 2003 - August 2005
Harleysville Insurance January 2003 - May 2003
Skills
Financial Services, Banking, Mutual Funds, Fixed Income, Relationship Management, Securities, Portfolio Management, Investments, Bloomberg, Asset Managment, Wealth Management, Business Analysis, Trading, Management
Education
Lock Haven University of Pennsylvania 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
East Stroudsburg University of Pennsylvania 1996 — 1997
North Penn High School
Jonathan Pelkowski Jonathan Pelkowski's Merrill Lynch Experience June 2013 - Present
Job Vice President Central Supervision Principal at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Fidelity Investments May 2007 - June 2013
CitiStreet November 2001 - May 2007
Skills
Series 7, Leadership, Retirement, Benefits Administration, Employee Benefits, Investments, Series 63, Financial Services, FINRA, Benefits, series 9/10, series 66, CRM, Customer Service, Insurance, Project Management
Education
East Carolina University 1997 — 2001
B.S.B.A., Management Information Systems
Merrill Lynch June 2013 - Present
Fidelity Investments May 2007 - June 2013
CitiStreet November 2001 - May 2007
Skills
Series 7, Leadership, Retirement, Benefits Administration, Employee Benefits, Investments, Series 63, Financial Services, FINRA, Benefits, series 9/10, series 66, CRM, Customer Service, Insurance, Project Management
Education
East Carolina University 1997 — 2001
B.S.B.A., Management Information Systems
Vince Davis's Merrill Lynch Experience 1999 - 2000
Job VP, Sales at SF Group Ltd
Industry Financial Services
Experience
Student Funding Group, LLC / StuFund Marketing, LLC / SF Staffing Solutions January 2008 - Present
SF Group Ltd. January 2008 - Present
Weichert, Realtors 2013 - 2014
Sallie Mae 2004 - 2007
Wachovia Education Finance 2001 - 2003
The Vanguard Group 2000 - 2001
Merrill Lynch 1999 - 2000
Merrill Lynch 1997 - 1998
Bankers Trust 1995 - 1996
Smith Barney 1986 - 1995
Skills
Relationship Management
Education
Earlham College 1981 — 1985
BA, Economics/ Business Management
Brooklyn Friends School
Student Funding Group, LLC / StuFund Marketing, LLC / SF Staffing Solutions January 2008 - Present
SF Group Ltd. January 2008 - Present
Weichert, Realtors 2013 - 2014
Sallie Mae 2004 - 2007
Wachovia Education Finance 2001 - 2003
The Vanguard Group 2000 - 2001
Merrill Lynch 1999 - 2000
Merrill Lynch 1997 - 1998
Bankers Trust 1995 - 1996
Smith Barney 1986 - 1995
Skills
Relationship Management
Education
Earlham College 1981 — 1985
BA, Economics/ Business Management
Brooklyn Friends School
Philip Sementilli's Merrill Lynch Experience July 2013 - Present
Job Client Associate
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Northwestern Mutual January 2013 - May 2013
Beta Theta Pi 2009 - 2013
K&H International School June 2012 - July 2012
Summer at Wooster June 2007 - August 2011
Skills
English, Mandarin, Microsoft Office, Teaching
Education
Nova Southeastern University 2009 — 2013
Bachelor of Business Administration, Focus in Finance, 3.7
East China Normal University 2012 — 2012
Chinese Language
Merrill Lynch July 2013 - Present
Northwestern Mutual January 2013 - May 2013
Beta Theta Pi 2009 - 2013
K&H International School June 2012 - July 2012
Summer at Wooster June 2007 - August 2011
Skills
English, Mandarin, Microsoft Office, Teaching
Education
Nova Southeastern University 2009 — 2013
Bachelor of Business Administration, Focus in Finance, 3.7
East China Normal University 2012 — 2012
Chinese Language
Maslakou Vasili Maslakou Vasili's Merrill Lynch Experience May 2007 - August 2007
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC January 2013 - Present
Merrill Lynch May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, Accounting, Financial Analysis, PowerPoint, Financial Reporting, Team Building, Microsoft Word, Auditing, Customer Service, Public Speaking, Leadership, Research, Social Media
Education
East Tennessee State University 2010 — 2012
Master of Accountancy, Accounting
Western Carolina University 2006 — 2008
Bachelor of Science (BS), International Business and Finance
Minsk State Linguistic University 1998 — 2001
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
PwC January 2013 - Present
Merrill Lynch May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, Accounting, Financial Analysis, PowerPoint, Financial Reporting, Team Building, Microsoft Word, Auditing, Customer Service, Public Speaking, Leadership, Research, Social Media
Education
East Tennessee State University 2010 — 2012
Master of Accountancy, Accounting
Western Carolina University 2006 — 2008
Bachelor of Science (BS), International Business and Finance
Minsk State Linguistic University 1998 — 2001
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
Erik Griffith Erik Griffith's Merrill Lynch Experience March 2012 - April 2015
Job Securities Operations Specialist 4
Industry Investment Banking
Experience
Wells Fargo Securities April 2015 - Present
Merrill Lynch March 2012 - April 2015
Fidelity Investments May 2011 - March 2012
JPMorgan Chase April 2010 - May 2011
Credit Suisse March 2007 - November 2009
Skills
DTC, Financial Software, Microsoft Office, Equities, Microsoft Excel, Financial Operations, Derivatives, Bloomberg, Trading, Fixed Income, Securities, Finance, Financial Services, Account Reconciliation, Investments, Mutual Funds, Series 63, Series 7, Training, Options, Middle Office, Settlement, Investment Banking, Financial Markets, Capital Markets, Corporate Actions, Back Office, Asset Allocation, FINRA, Bonds, ETFs, Equity Derivatives, Equity Trading
Education
East Carolina University - College of Business 2005 — 2006
B.S.B.A., Marketing
East Carolina University 1997 — 2001
Bachelor of Arts, Communications, Public Relations
Wells Fargo Securities April 2015 - Present
Merrill Lynch March 2012 - April 2015
Fidelity Investments May 2011 - March 2012
JPMorgan Chase April 2010 - May 2011
Credit Suisse March 2007 - November 2009
Skills
DTC, Financial Software, Microsoft Office, Equities, Microsoft Excel, Financial Operations, Derivatives, Bloomberg, Trading, Fixed Income, Securities, Finance, Financial Services, Account Reconciliation, Investments, Mutual Funds, Series 63, Series 7, Training, Options, Middle Office, Settlement, Investment Banking, Financial Markets, Capital Markets, Corporate Actions, Back Office, Asset Allocation, FINRA, Bonds, ETFs, Equity Derivatives, Equity Trading
Education
East Carolina University - College of Business 2005 — 2006
B.S.B.A., Marketing
East Carolina University 1997 — 2001
Bachelor of Arts, Communications, Public Relations
Gregory Streuber Gregory Streuber's Merrill Lynch Experience 1997 - 2001
Job Field Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company 2012 - Present
Western Reserve (AEGON/Transamerica) 2002 - 2012
Bank of America Merrill Lynch 2001 - 2002
Merrill Lynch 1997 - 2001
Education
East Carolina University 1995 — 1997
Master's degree
University of Wyoming 1983 — 1989
Bachelor's degree
Pacific Life Insurance Company 2012 - Present
Western Reserve (AEGON/Transamerica) 2002 - 2012
Bank of America Merrill Lynch 2001 - 2002
Merrill Lynch 1997 - 2001
Education
East Carolina University 1995 — 1997
Master's degree
University of Wyoming 1983 — 1989
Bachelor's degree
Stewart Bowling Stewart Bowling's Merrill Lynch Experience July 2014 - Present
Job Marketing Communications Writer at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
The New York Times February 2014 - June 2014
Hess Corporation July 2013 - January 2014
DiscoveryReady December 2012 - June 2013
UBS Wealth Management Americas 2010 - 2012
SBC 2008 - 2010
The Bank of New York Mellon 2001 - 2008
Iguana Studios 2000 - 2001
The Depository Trust Company 1994 - 1999
Skills
Integrated Marketing, Strategy, Marketing Communications, Leadership
Education
Durham University 1981 — 1984
BA
Dulwich College
Merrill Lynch July 2014 - Present
The New York Times February 2014 - June 2014
Hess Corporation July 2013 - January 2014
DiscoveryReady December 2012 - June 2013
UBS Wealth Management Americas 2010 - 2012
SBC 2008 - 2010
The Bank of New York Mellon 2001 - 2008
Iguana Studios 2000 - 2001
The Depository Trust Company 1994 - 1999
Skills
Integrated Marketing, Strategy, Marketing Communications, Leadership
Education
Durham University 1981 — 1984
BA
Dulwich College
Jim Kyle Jim Kyle's Merrill Lynch Experience 1990 - 2009
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Merrill Lynch 1990 - 2009
The Fayetteville Observer 1979 - 1990
The Daily Reflector 1976 - 1979
Skills
Investments, Leadership, Financial Advisory, Fixed Annuities, Retirement Planning, Finance, Securities, Mutual Funds
Education
East Carolina University 1972 — 1976
Bachelor of Arts (BA), Political Science/Journalism
Wells Fargo Advisors January 2009 - Present
Merrill Lynch 1990 - 2009
The Fayetteville Observer 1979 - 1990
The Daily Reflector 1976 - 1979
Skills
Investments, Leadership, Financial Advisory, Fixed Annuities, Retirement Planning, Finance, Securities, Mutual Funds
Education
East Carolina University 1972 — 1976
Bachelor of Arts (BA), Political Science/Journalism
Frank Jarboe Frank Jarboe's Merrill Lynch Experience June 2014 - Present
Job Merrill Lynch Client Associate
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
East Carolina University August 2010 - May 2014
MBM Corporation May 2013 - July 2013
Health Information Systems September 2010 - May 2013
Skills
PowerPoint, SPSS, Research, Statistics, Data Analysis, Teamwork, Microsoft Word
Education
East Carolina University - College of Business 2010 — 2014
Bachelor of Science (BS), Finance, Risk Management and Insurance
Merrill Lynch June 2014 - Present
East Carolina University August 2010 - May 2014
MBM Corporation May 2013 - July 2013
Health Information Systems September 2010 - May 2013
Skills
PowerPoint, SPSS, Research, Statistics, Data Analysis, Teamwork, Microsoft Word
Education
East Carolina University - College of Business 2010 — 2014
Bachelor of Science (BS), Finance, Risk Management and Insurance
Brian Billups Brian Billups's Merrill Lynch Experience March 2011 - Present
Job Regulatory Reporting Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
Bank of America March 2009 - March 2011
Bank of America March 2007 - January 2009
Skills
Investment Banking, Mutual Funds, Equities, Financial Analysis, Financial Risk, Fixed Income, Microsoft Excel, Financial Reporting, Trading, Microsoft Office, Risk Assessment, FINRA, Microsoft Word, Financial Markets, Risk Management, Securities, Bloomberg, Strategic Planning, Capital Markets, Strategic Financial..., Business, Research, Derivatives, Economics, Asset Managment, Portfolio Management
Education
East Carolina University 2001 — 2005
Political Science, Political Economics and Theory, 3.0
Eastern Wayne High School
Merrill Lynch March 2011 - Present
Bank of America March 2009 - March 2011
Bank of America March 2007 - January 2009
Skills
Investment Banking, Mutual Funds, Equities, Financial Analysis, Financial Risk, Fixed Income, Microsoft Excel, Financial Reporting, Trading, Microsoft Office, Risk Assessment, FINRA, Microsoft Word, Financial Markets, Risk Management, Securities, Bloomberg, Strategic Planning, Capital Markets, Strategic Financial..., Business, Research, Derivatives, Economics, Asset Managment, Portfolio Management
Education
East Carolina University 2001 — 2005
Political Science, Political Economics and Theory, 3.0
Eastern Wayne High School
Edwin Daza Edwin Daza's Merrill Lynch Experience May 2005 - August 2005
Job Supply Chain
Industry Cosmetics
Experience
Waterworks July 2014 - Present
Avon June 2013 - June 2014
Avon March 2011 - June 2013
Covidien July 2009 - May 2010
Lornamead Brands Inc February 2007 - February 2009
Goodway Technology July 2006 - November 2006
Merrill Lynch May 2005 - August 2005
Merrill Lynch May 2005 - July 2005
Skills
Competitive Analysis, Leadership, Logistics, MRP, Management, Marketing, SAP, Supply Chain, Training, Sales, Analysis, Business Planning, Budgets, Customer Service, Recruiting
Education
Eastern Connecticut State University 2003 — 2006
Bachelor of Arts, Spanish
Franklin Pierce College
Waterworks July 2014 - Present
Avon June 2013 - June 2014
Avon March 2011 - June 2013
Covidien July 2009 - May 2010
Lornamead Brands Inc February 2007 - February 2009
Goodway Technology July 2006 - November 2006
Merrill Lynch May 2005 - August 2005
Merrill Lynch May 2005 - July 2005
Skills
Competitive Analysis, Leadership, Logistics, MRP, Management, Marketing, SAP, Supply Chain, Training, Sales, Analysis, Business Planning, Budgets, Customer Service, Recruiting
Education
Eastern Connecticut State University 2003 — 2006
Bachelor of Arts, Spanish
Franklin Pierce College
David Kilgariff David Kilgariff's Merrill Lynch Experience 1996 - 1998
Job Director
Industry Financial Services
Experience
Brandywine Global Investment Management January 2015 - Present
Prudential Financial July 2010 - June 2014
Pershing LLC, Bank of New York Mellon March 2009 - July 2010
JPMorgan 2005 - January 2009
SEI Investments 2000 - 2005
First USA / Bank One 1998 - 2000
Merrill Lynch 1996 - 1998
Prudential Insurance Company 1995 - 1996
Merrill Lynch 1986 - 1995
Skills
Search Engine Technology, Social Media Marketing, Business Process..., Business Process..., Vendor Management, Program Management, Strategy, Financial Services, CRM, Risk Management, New Business Development, SDLC, Executive Management, Management, Leadership, Outsourcing, PMO, Disaster Recovery, Business Analysis, Business Intelligence, Process Improvement, Project Management, Team Building, IT Strategy, Business Process..., Relationship Management, Product Management, Business Development, Strategic Partnerships, Business Planning, Team Management, Project Planning, Finance, Budgets, Marketing, Innovation, FINRA Series 99 License, Compliance
Education
New Jersey Institute of Technology 1992 — 1996
MS - Computer Science, Computer Science
East Stroudsburg University of Pennsylvania 1982 — 1986
BA, Economics
Council Rock High School 1976 — 1980
High School Diploma
Brandywine Global Investment Management January 2015 - Present
Prudential Financial July 2010 - June 2014
Pershing LLC, Bank of New York Mellon March 2009 - July 2010
JPMorgan 2005 - January 2009
SEI Investments 2000 - 2005
First USA / Bank One 1998 - 2000
Merrill Lynch 1996 - 1998
Prudential Insurance Company 1995 - 1996
Merrill Lynch 1986 - 1995
Skills
Search Engine Technology, Social Media Marketing, Business Process..., Business Process..., Vendor Management, Program Management, Strategy, Financial Services, CRM, Risk Management, New Business Development, SDLC, Executive Management, Management, Leadership, Outsourcing, PMO, Disaster Recovery, Business Analysis, Business Intelligence, Process Improvement, Project Management, Team Building, IT Strategy, Business Process..., Relationship Management, Product Management, Business Development, Strategic Partnerships, Business Planning, Team Management, Project Planning, Finance, Budgets, Marketing, Innovation, FINRA Series 99 License, Compliance
Education
New Jersey Institute of Technology 1992 — 1996
MS - Computer Science, Computer Science
East Stroudsburg University of Pennsylvania 1982 — 1986
BA, Economics
Council Rock High School 1976 — 1980
High School Diploma
Robert Torris Robert Torris's Merrill Lynch Experience 1997 - 2001
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC 2007 - Present
Morgan Stanley 2001 - 2007
Merrill Lynch 1997 - 2001
Skills
Series 7, Securities, Fixed Annuities, Mutual Funds, Retirement, Series 63, Strategic Financial..., Wealth Management, Mortgage Lending, Banking, Finance, Customer Service, 401k Rollovers, Financial Advisory, Investments
Education
East Carolina University 1978 — 1982
Raymond James Financial Services Inc. Member FINRA/SIPC 2007 - Present
Morgan Stanley 2001 - 2007
Merrill Lynch 1997 - 2001
Skills
Series 7, Securities, Fixed Annuities, Mutual Funds, Retirement, Series 63, Strategic Financial..., Wealth Management, Mortgage Lending, Banking, Finance, Customer Service, 401k Rollovers, Financial Advisory, Investments
Education
East Carolina University 1978 — 1982
David Natzke's Merrill Lynch Experience January 2002 - September 2003
Job Executive Director, Morgan Stanley Private Bank
Industry Banking
Experience
Morgan Stanley Private Bank, NA January 2013 - Present
Morgan Stanley Private Bank, N.A. April 2011 - January 2013
FirstMerit Bank May 2010 - April 2011
Midwest Bank & Trust July 2008 - May 2010
Midwest Bank & Trust September 2003 - July 2008
Merrill Lynch January 2002 - September 2003
Merrill Lynch November 1999 - January 2002
Merrill Lynch August 1995 - November 1999
Merrill Lynch November 1989 - August 1995
LaSalle Northwest National Bank May 1987 - November 1989
Skills
Risk Management, Due Diligence, Executive Management, Business Development, Commercial Loan..., High Net Worth Clients, Analytical Skill Sets, Consultative Sales, Problem Solving, Commercial Credit Expert, Relationship Management, Credit Team Management, Loans, Credit, Series 7, Series 63, Loan Origination, Commercial Real Estate, Private Banking, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Finance, Financial Analysis, High Net Worth..., Investments, Management, Real Estate, Small Business Lending
Education
Keller Graduate School of Management of DeVry University 1992 — 1996
MBA, Accounting/Finance
Eastern Illinois University 1983 — 1987
BA, Economics
Morgan Stanley Private Bank, NA January 2013 - Present
Morgan Stanley Private Bank, N.A. April 2011 - January 2013
FirstMerit Bank May 2010 - April 2011
Midwest Bank & Trust July 2008 - May 2010
Midwest Bank & Trust September 2003 - July 2008
Merrill Lynch January 2002 - September 2003
Merrill Lynch November 1999 - January 2002
Merrill Lynch August 1995 - November 1999
Merrill Lynch November 1989 - August 1995
LaSalle Northwest National Bank May 1987 - November 1989
Skills
Risk Management, Due Diligence, Executive Management, Business Development, Commercial Loan..., High Net Worth Clients, Analytical Skill Sets, Consultative Sales, Problem Solving, Commercial Credit Expert, Relationship Management, Credit Team Management, Loans, Credit, Series 7, Series 63, Loan Origination, Commercial Real Estate, Private Banking, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Finance, Financial Analysis, High Net Worth..., Investments, Management, Real Estate, Small Business Lending
Education
Keller Graduate School of Management of DeVry University 1992 — 1996
MBA, Accounting/Finance
Eastern Illinois University 1983 — 1987
BA, Economics
Tim Garrett Tim Garrett's Merrill Lynch Experience March 2011 - March 2013
Job Private Advisor at BB&T Asst. Vice President
Industry Financial Services
Experience
BB&T March 2013 - Present
Merrill Lynch March 2011 - March 2013
Prudential Clear Water Realty December 2006 - March 2011
Marriott International 2006 - 2006
Skills
Team Building, Real Estate, Sales, Relocation, Mortgage Lending, Investment Properties, Loans, Customer Service, Sellers, Buyer Representation, Finance, Investments, Real Property, Budgets, Referrals, Strategy, Risk Management, First Time Home Buyers, Credit, Listings, Strategic Financial..., Banking, Residential Homes, Property, Refinance, Friendly Personality, Commercial Real Estate, Real Estate Transactions, VA loans, Loan Origination, REO, Short Sales, Financial Planning
Education
East Carolina University 2002 — 2006
BS Hospitalty Management and a Minor in Business Administration, Hospitality Management/ Business
New Bern High School 1998 — 2002
BB&T March 2013 - Present
Merrill Lynch March 2011 - March 2013
Prudential Clear Water Realty December 2006 - March 2011
Marriott International 2006 - 2006
Skills
Team Building, Real Estate, Sales, Relocation, Mortgage Lending, Investment Properties, Loans, Customer Service, Sellers, Buyer Representation, Finance, Investments, Real Property, Budgets, Referrals, Strategy, Risk Management, First Time Home Buyers, Credit, Listings, Strategic Financial..., Banking, Residential Homes, Property, Refinance, Friendly Personality, Commercial Real Estate, Real Estate Transactions, VA loans, Loan Origination, REO, Short Sales, Financial Planning
Education
East Carolina University 2002 — 2006
BS Hospitalty Management and a Minor in Business Administration, Hospitality Management/ Business
New Bern High School 1998 — 2002
Michele Arbogast Michele Arbogast's Merrill Lynch Experience October 1989 - June 1994
Job Vice President at Barclays Wealth & Investment Management in the Americas
Industry Financial Services
Experience
Barclays Wealth and Investment Management in the Americas July 2013 - Present
USAA April 2011 - May 2013
Women & Co./Citi January 2007 - April 2011
Citi Smith Barney January 2001 - December 2006
Smith Barney March 1995 - January 2001
Smith Barney June 1994 - March 1995
Merrill Lynch October 1989 - June 1994
Shearson American Express June 1985 - October 1989
Education
Dutchess Community College
Barclays Wealth and Investment Management in the Americas July 2013 - Present
USAA April 2011 - May 2013
Women & Co./Citi January 2007 - April 2011
Citi Smith Barney January 2001 - December 2006
Smith Barney March 1995 - January 2001
Smith Barney June 1994 - March 1995
Merrill Lynch October 1989 - June 1994
Shearson American Express June 1985 - October 1989
Education
Dutchess Community College
Gary L. Warren Gary L. Warren's Merrill Lynch Experience
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Portfolio Management, Series 7, Wealth Management, Investments, Asset Allocation, Retirement Planning, Investment Advisory, Banking, Financial Analysis, Strategic Financial..., Financial Modeling, Credit, Loans, Strategic Planning, Commercial Lending, Credit Analysis, Commercial Banking, Risk Management, Marketing, Mergers & Acquisitions
Education
East Carolina University - College of Business 1974 — 1981
BSBA, Marketing
Merrill Lynch
Skills
Portfolio Management, Series 7, Wealth Management, Investments, Asset Allocation, Retirement Planning, Investment Advisory, Banking, Financial Analysis, Strategic Financial..., Financial Modeling, Credit, Loans, Strategic Planning, Commercial Lending, Credit Analysis, Commercial Banking, Risk Management, Marketing, Mergers & Acquisitions
Education
East Carolina University - College of Business 1974 — 1981
BSBA, Marketing
Charlie Whitlock's Merrill Lynch Experience 2005 - August 2011
Job Executive Director at JP Morgan
Industry Financial Services
Christine Fitton Christine Fitton's Merrill Lynch Experience September 2007 - December 2007
Job Diver at Oceaneering
Industry Maritime
Experience
Oceaneering May 2012 - Present
Divers Institute of Technology 2011 - 2011
Olympia Tea Room February 2010 - November 2010
Geno's Pub September 2009 - February 2010
Financial Services Company November 2007 - January 2009
Merrill Lynch September 2007 - December 2007
Skills
Process Improvement, Customer Service, Oil/Gas, Strategic Planning, Project Planning, Petroleum, Investments, Public Speaking, Change Management, Research, Pipelines, Gas, Logistics Management, Social Media, Product Development, Process Management, Supervisory Skills, Microsoft Excel, Operations Management, Oil & Gas, Management
Education
Eastern Connecticut State University 2002 — 2007
BS, Business Administration
Norwich Free Academy 1997 — 2001
High School Diploma, General Studies
Oceaneering May 2012 - Present
Divers Institute of Technology 2011 - 2011
Olympia Tea Room February 2010 - November 2010
Geno's Pub September 2009 - February 2010
Financial Services Company November 2007 - January 2009
Merrill Lynch September 2007 - December 2007
Skills
Process Improvement, Customer Service, Oil/Gas, Strategic Planning, Project Planning, Petroleum, Investments, Public Speaking, Change Management, Research, Pipelines, Gas, Logistics Management, Social Media, Product Development, Process Management, Supervisory Skills, Microsoft Excel, Operations Management, Oil & Gas, Management
Education
Eastern Connecticut State University 2002 — 2007
BS, Business Administration
Norwich Free Academy 1997 — 2001
High School Diploma, General Studies
Gena A. Etheridge Gena A. Etheridge's Merrill Lynch Experience July 2007 - December 2008
Job Director of Finance/ Resource Development at NonProfit Organization
Industry Accounting
Experience
Bill Ellis Barbecue & Catering, Inc. April 2008 - August 2014
Barton College January 2011 - May 2013
Career Plus February 2013 - March 2013
Bill Ellis Barbecue & Catering, Inc. April 2012 - June 2012
PDSS (Professional Drug Screening Services) April 2011 - November 2011
Mental Health Association September 2009 - December 2009
Merrill Lynch July 2007 - December 2008
AIG-VALIC April 2005 - June 2007
Capital Bank November 2004 - March 2005
BB&T November 1997 - March 2004
Skills
Financial Reporting, Budgeting, Administration, Audit, Tax, Risk Assessment, Sarbanes-Oxley Act, Accounts Payable, Insurance, Apparel, Cosmetics, Accounting, Internal Audit, Financial Analysis, Internal Controls, Banking, Risk Management, Financial Accounting, Cash Management, Financial Risk, Finance, Process Improvement, Customer Service, Financial Services, Financial Modeling, Corporate Finance, Credit Risk, Microsoft Office, Human Resources, Account Reconciliation, Investments, Accounts Receivable, General Ledger, Sales, QuickBooks, Asset Managment, Payroll, Portfolio Management, Microsoft Excel, Management, Auditing, Budgets, Strategic Financial..., Financial Statements, Financial Planning
Education
Barton College 2011 — 2013
B.S. Accounting; B.S. HR Mgmt; Minor in Finance; Concentration in International Business, Accounting; Finance; International Business; HR Management
IRS Voluntary Income Tax Assistance (VITA) training course 2012 — 2012
Tax Preparation
East Carolina University 2004 — 2005
College of Education: Business Education, 4.0
BB&T Banking School at Wake Forest University 2001 — 2002
Banking & Finance
Cannon Financial's Internal Audit School at UNC-Charlotte 1998 — 2000
Internal Auditing
Atlantic Christian College 1990 — 1991
B.S, Business Administration
Wilson Community College 1986 — 1990
A.A.S., A.A.S. in Accounting; A.A.S. in Business Administration
Bill Ellis Barbecue & Catering, Inc. April 2008 - August 2014
Barton College January 2011 - May 2013
Career Plus February 2013 - March 2013
Bill Ellis Barbecue & Catering, Inc. April 2012 - June 2012
PDSS (Professional Drug Screening Services) April 2011 - November 2011
Mental Health Association September 2009 - December 2009
Merrill Lynch July 2007 - December 2008
AIG-VALIC April 2005 - June 2007
Capital Bank November 2004 - March 2005
BB&T November 1997 - March 2004
Skills
Financial Reporting, Budgeting, Administration, Audit, Tax, Risk Assessment, Sarbanes-Oxley Act, Accounts Payable, Insurance, Apparel, Cosmetics, Accounting, Internal Audit, Financial Analysis, Internal Controls, Banking, Risk Management, Financial Accounting, Cash Management, Financial Risk, Finance, Process Improvement, Customer Service, Financial Services, Financial Modeling, Corporate Finance, Credit Risk, Microsoft Office, Human Resources, Account Reconciliation, Investments, Accounts Receivable, General Ledger, Sales, QuickBooks, Asset Managment, Payroll, Portfolio Management, Microsoft Excel, Management, Auditing, Budgets, Strategic Financial..., Financial Statements, Financial Planning
Education
Barton College 2011 — 2013
B.S. Accounting; B.S. HR Mgmt; Minor in Finance; Concentration in International Business, Accounting; Finance; International Business; HR Management
IRS Voluntary Income Tax Assistance (VITA) training course 2012 — 2012
Tax Preparation
East Carolina University 2004 — 2005
College of Education: Business Education, 4.0
BB&T Banking School at Wake Forest University 2001 — 2002
Banking & Finance
Cannon Financial's Internal Audit School at UNC-Charlotte 1998 — 2000
Internal Auditing
Atlantic Christian College 1990 — 1991
B.S, Business Administration
Wilson Community College 1986 — 1990
A.A.S., A.A.S. in Accounting; A.A.S. in Business Administration
Kristen Hoffman Kristen Hoffman's Merrill Lynch Experience 2001 - 2002
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
First Citizens Bank 2004 - June 2014
Northwestern Mutual 2002 - 2004
Merrill Lynch 2001 - 2002
Skills
Wealth Management, Investment Advisory, Private Foundations, Relationship Management, Wealth Management..., Investment Management, Series 65, Superior Client Service, Finance, Financial Advisory, Leadership, Retirement Planning, Asset Allocation, 401k, Portfolio Management, Mutual Funds, Client Services
Education
East Carolina University - College of Business 1998 — 2002
BS, Business Administration
Wells Fargo June 2014 - Present
First Citizens Bank 2004 - June 2014
Northwestern Mutual 2002 - 2004
Merrill Lynch 2001 - 2002
Skills
Wealth Management, Investment Advisory, Private Foundations, Relationship Management, Wealth Management..., Investment Management, Series 65, Superior Client Service, Finance, Financial Advisory, Leadership, Retirement Planning, Asset Allocation, 401k, Portfolio Management, Mutual Funds, Client Services
Education
East Carolina University - College of Business 1998 — 2002
BS, Business Administration
Joseph Kissinger's Merrill Lynch Experience June 2014 - August 2014
Job Graduate Assistant at East Carolina University
Industry Financial Services
Experience
East Carolina University August 2015 - Present
Nationwide Parking and Valet June 2012 - Present
Merrill Lynch June 2014 - August 2014
Friendly's Ice Cream, LLC 2009 - 2011
Sandlot Baseball and Softball Academy Old Bridge 2007 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Managing Database, Public Speaking, Presentations, Team Leadership, Teamwork, Analysis, Leadership, Customer Service, Time Management
Education
East Carolina University 2015 — 2016
Master of Business Administration (M.B.A.), Finance
East Carolina University 2011 — 2015
Bachelor’s Degree, Bachelor of Science in Business Administration, Magna Cum Laude, GPA 3.8/4.0
Red Bank Catholic High School 2007 — 2011
East Carolina University August 2015 - Present
Nationwide Parking and Valet June 2012 - Present
Merrill Lynch June 2014 - August 2014
Friendly's Ice Cream, LLC 2009 - 2011
Sandlot Baseball and Softball Academy Old Bridge 2007 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Managing Database, Public Speaking, Presentations, Team Leadership, Teamwork, Analysis, Leadership, Customer Service, Time Management
Education
East Carolina University 2015 — 2016
Master of Business Administration (M.B.A.), Finance
East Carolina University 2011 — 2015
Bachelor’s Degree, Bachelor of Science in Business Administration, Magna Cum Laude, GPA 3.8/4.0
Red Bank Catholic High School 2007 — 2011
David P. Sheehan David P. Sheehan's Merrill Lynch Experience 1999 - 2001
Job Attorney
Industry Law Practice
Experience
Law Offices of David P. Sheehan, PLLC 2008 - Present
SDR 2011 - 2013
Sris Law Group 2007 - 2008
Nextra 2006 - 2007
Long Beach City Prosecutors Office January 2004 - August 2005
Hunting Beach High School District 2005 - 2005
Gang Unit: Orange County District Attorneys Office 2004 - 2004
Lilly Beter Capital Group 2001 - 2001
Tutor 2000 - 2001
Merrill Lynch 1999 - 2001
Skills
Litigation, Structured Settlements, Sales Management, Sales, Marketing, Contract Negotiation, Mediation, Legal Research, Securities, Courts, Personal Injury, Civil Litigation, Trials, Investments, Sales Operations, Accounting, Family Law, Estate Planning, Finance, Wrongful Death
Education
Whittier Law School 2003 — 2005
Doctor of Law (J.D.), Juris Doctor
East Carolina University - College of Business 1999 — 2001
BSBA, Finance, General
Law Offices of David P. Sheehan, PLLC 2008 - Present
SDR 2011 - 2013
Sris Law Group 2007 - 2008
Nextra 2006 - 2007
Long Beach City Prosecutors Office January 2004 - August 2005
Hunting Beach High School District 2005 - 2005
Gang Unit: Orange County District Attorneys Office 2004 - 2004
Lilly Beter Capital Group 2001 - 2001
Tutor 2000 - 2001
Merrill Lynch 1999 - 2001
Skills
Litigation, Structured Settlements, Sales Management, Sales, Marketing, Contract Negotiation, Mediation, Legal Research, Securities, Courts, Personal Injury, Civil Litigation, Trials, Investments, Sales Operations, Accounting, Family Law, Estate Planning, Finance, Wrongful Death
Education
Whittier Law School 2003 — 2005
Doctor of Law (J.D.), Juris Doctor
East Carolina University - College of Business 1999 — 2001
BSBA, Finance, General
Joshua Sexton Joshua Sexton's Merrill Lynch Experience November 2012 - January 2013
Job Graphic Designer Seeking Employment
Industry Design
Experience
Freelance / Graphic Design Services December 2014 - Present
F2NYC December 2013 - November 2014
Merrill Lynch November 2012 - January 2013
First Communities Management April 2012 - September 2012
Geek Squad April 2011 - January 2012
US Army August 2005 - August 2009
Skills
Project Management, Report Writing, Presentation Development, Office Management, Microsoft Office, Yardi Property..., Microsoft Excel, PowerPoint development, Customer Acquisition, Customer Satisfaction, Customer Retention, Innovation Development, Strategic Planning, Strategic Leadership, IT Solutions, Time Management, OneNote, Savvy, Entrepreneurship, Marketing Research, Professional Ethics, Operational Planning, Risk Management, Real Estate, Marketing, Team Building, Security Clearance
Education
East Carolina University - College of Business 2012 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations
Project Management Institute 2012 — 2012
CAPM, Project Management
Wake Technical Community College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General, 3.4
Freelance / Graphic Design Services December 2014 - Present
F2NYC December 2013 - November 2014
Merrill Lynch November 2012 - January 2013
First Communities Management April 2012 - September 2012
Geek Squad April 2011 - January 2012
US Army August 2005 - August 2009
Skills
Project Management, Report Writing, Presentation Development, Office Management, Microsoft Office, Yardi Property..., Microsoft Excel, PowerPoint development, Customer Acquisition, Customer Satisfaction, Customer Retention, Innovation Development, Strategic Planning, Strategic Leadership, IT Solutions, Time Management, OneNote, Savvy, Entrepreneurship, Marketing Research, Professional Ethics, Operational Planning, Risk Management, Real Estate, Marketing, Team Building, Security Clearance
Education
East Carolina University - College of Business 2012 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations
Project Management Institute 2012 — 2012
CAPM, Project Management
Wake Technical Community College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General, 3.4
Kelly Lockyer Kelly Lockyer's Merrill Lynch Experience January 2007 - June 2007
Job Manager at Isagenix
Industry Insurance
Experience
World Beauty Fitness & Fashion INC April 2013 - Present
Isagenix December 2012 - Present
Merrill Lynch January 2007 - June 2007
Skills
Leadership, Marketing, Sales, Training, Time Management, Negotiation, Nutrition, Fitness, Customer Service
Education
Eastern Connecticut State University 2003 — 2007
BS, Business Administration; Marketing
Eastern Connecticut State University 2003 — 2007
Business Administration and Management, General
World Beauty Fitness & Fashion INC April 2013 - Present
Isagenix December 2012 - Present
Merrill Lynch January 2007 - June 2007
Skills
Leadership, Marketing, Sales, Training, Time Management, Negotiation, Nutrition, Fitness, Customer Service
Education
Eastern Connecticut State University 2003 — 2007
BS, Business Administration; Marketing
Eastern Connecticut State University 2003 — 2007
Business Administration and Management, General
Christian Adel Christian Adel's Merrill Lynch Experience November 2013 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
JPMorgan Chase April 2009 - November 2013
Verizon Wireless 2006 - 2010
Skills
Mortgage Lending, Loans, Credit, FHA, VA loans, FHA financing, Wealth Management, Financial Services, Relationship Management, Portfolio Management, Investments, Asset Based Lending, Finance
Education
FINRA
Series 66
FINRA
Series 7
NYS Insurance License
Life, Health & Variable Life/Annuities
Dutchess Community College 2003 — 2005
Associates Degree in Business Administration
Merrill Lynch November 2013 - Present
JPMorgan Chase April 2009 - November 2013
Verizon Wireless 2006 - 2010
Skills
Mortgage Lending, Loans, Credit, FHA, VA loans, FHA financing, Wealth Management, Financial Services, Relationship Management, Portfolio Management, Investments, Asset Based Lending, Finance
Education
FINRA
Series 66
FINRA
Series 7
NYS Insurance License
Life, Health & Variable Life/Annuities
Dutchess Community College 2003 — 2005
Associates Degree in Business Administration
Puneet Saluja's Merrill Lynch Experience 1998 - 1999
Job Sr. Product Manager at Entertainment Partners
Industry Information Technology and Services
Experience
Entertainment Partners January 2015 - Present
Wolters Kluwer September 2012 - December 2014
Wolters Kluwer May 2007 - 2012
UCC Direct Services 2003 - 2006
Zebus Group Inc. (A Consumer Internet Start-Up) April 2000 - December 2001
Opus360 Corporation (A consumer Internet Start-Up) 1999 - 2000
Merrill Lynch 1998 - 1999
Skills
Start-ups, Competitive Analysis, Product Management, Strategic Planning, Product Innovation, Strategy, Leadership, SaaS, Net Promoter Score, User Experience Design, Management, Cross-functional Team..., Agile Methodologies, Scrum, Program Management, Business Intelligence, IT Strategy, Process Improvement, Entrepreneurship, Agile Project Management, Business Analysis, E-commerce, Product Development, Cloud Computing, Enterprise Software, Professional Services, Web Applications, Business Case, Product Strategies, Software Architectural..., Strategic Partnerships, Big Data, Mobile Applications, Test Driven Development
Education
EADA - Escuela de Alta Dirección y Administración
Barcelona, Innovation Management
Nagpur University
Bachelor of Engineering, Computer Science
University of California, Los Angeles - The Anderson School of Management
MBA
Entertainment Partners January 2015 - Present
Wolters Kluwer September 2012 - December 2014
Wolters Kluwer May 2007 - 2012
UCC Direct Services 2003 - 2006
Zebus Group Inc. (A Consumer Internet Start-Up) April 2000 - December 2001
Opus360 Corporation (A consumer Internet Start-Up) 1999 - 2000
Merrill Lynch 1998 - 1999
Skills
Start-ups, Competitive Analysis, Product Management, Strategic Planning, Product Innovation, Strategy, Leadership, SaaS, Net Promoter Score, User Experience Design, Management, Cross-functional Team..., Agile Methodologies, Scrum, Program Management, Business Intelligence, IT Strategy, Process Improvement, Entrepreneurship, Agile Project Management, Business Analysis, E-commerce, Product Development, Cloud Computing, Enterprise Software, Professional Services, Web Applications, Business Case, Product Strategies, Software Architectural..., Strategic Partnerships, Big Data, Mobile Applications, Test Driven Development
Education
EADA - Escuela de Alta Dirección y Administración
Barcelona, Innovation Management
Nagpur University
Bachelor of Engineering, Computer Science
University of California, Los Angeles - The Anderson School of Management
MBA
Robert Kiernan Robert Kiernan's Merrill Lynch Experience October 1997 - October 1998
Job Senior Systems Administrator / Engineer at Boulder Community Hospital
Industry Information Technology and Services
Experience
Boulder Community Hospital April 2014 - Present
Vaisala Inc. December 2010 - March 2014
Arizona Highway Safety Specialists Inc. June 2008 - June 2010
Information Technology Services (Self Employed) January 2005 - March 2008
Random House / Arvato Systems May 1999 - January 2005
BMG / Bertelsmann October 1998 - May 1999
Merrill Lynch October 1997 - October 1998
Skills
DNS, Windows Server, Servers, Networking, DHCP, Microsoft Exchange, Integration, Technical Support, XP, Network Administration, Software Installation, Windows, Server Administration, System Administration, Hardware, Printers, Operating Systems, Troubleshooting, Program Management, Windows XP, Group Policy
Education
Stevens Institute of Technology 2001 — 2002
MSIS, Network Information Systems
The Chubb Institute 1986 — 1997
NIS, Network Engineering and Data Communications
East Stroudsburg University of Pennsylvania 1989 — 1992
B.S., Media Communications & Technology
Boulder Community Hospital April 2014 - Present
Vaisala Inc. December 2010 - March 2014
Arizona Highway Safety Specialists Inc. June 2008 - June 2010
Information Technology Services (Self Employed) January 2005 - March 2008
Random House / Arvato Systems May 1999 - January 2005
BMG / Bertelsmann October 1998 - May 1999
Merrill Lynch October 1997 - October 1998
Skills
DNS, Windows Server, Servers, Networking, DHCP, Microsoft Exchange, Integration, Technical Support, XP, Network Administration, Software Installation, Windows, Server Administration, System Administration, Hardware, Printers, Operating Systems, Troubleshooting, Program Management, Windows XP, Group Policy
Education
Stevens Institute of Technology 2001 — 2002
MSIS, Network Information Systems
The Chubb Institute 1986 — 1997
NIS, Network Engineering and Data Communications
East Stroudsburg University of Pennsylvania 1989 — 1992
B.S., Media Communications & Technology
Steven K. Berry Steven K. Berry's Merrill Lynch Experience May 2008 - January 2009
Job CEO and President
Industry Government Relations
Experience
Competitive Carriers Association October 2009 - Present
Bank of America January 2009 - June 2009
Merrill Lynch May 2008 - January 2009
DMA January 2007 - May 2008
Government Relations Consulting Firm January 2006 - December 2007
NCTA January 2003 - May 2006
CTIA January 1997 - January 2003
Holland & Knight LLP January 1996 - January 1997
United States Senate January 1992 - January 1996
U.S. Department of State January 1989 - January 1992
Skills
Strategic Communications, Public Policy, Strategic Planning, Public Relations, Media Relations, Social Media, Public Speaking, Non-profits, Government, Crisis Communications, Policy, Legislative Relations, Speech Writing, Political Campaigns, International Relations, National Security, Program Management, Research, Blogging, Fundraising, Legal Research, Internal Communications, Event Management, Marketing Strategy, Event Planning, Strategy, Social Media Marketing, Crisis Management, Marketing Communications, Nonprofits, Editing, Community Development, Telecommunications, Community Outreach, Newsletters, Leadership, Policy Analysis, Corporate Communications, Public Affairs, Coalitions, Corporate Social..., Press Releases, Marketing, Budgets, Spokesperson, Management, Corporate Law, Social Networking, Team Building, Legislation
Education
George Mason University School of Law 1977 — 1980
Juris Doctrate, Law
East Tennessee State University
Graduate Courses, Public Administration
Emory and Henry College 1970 — 1974
Bachelor of Arts, Political Science
Competitive Carriers Association October 2009 - Present
Bank of America January 2009 - June 2009
Merrill Lynch May 2008 - January 2009
DMA January 2007 - May 2008
Government Relations Consulting Firm January 2006 - December 2007
NCTA January 2003 - May 2006
CTIA January 1997 - January 2003
Holland & Knight LLP January 1996 - January 1997
United States Senate January 1992 - January 1996
U.S. Department of State January 1989 - January 1992
Skills
Strategic Communications, Public Policy, Strategic Planning, Public Relations, Media Relations, Social Media, Public Speaking, Non-profits, Government, Crisis Communications, Policy, Legislative Relations, Speech Writing, Political Campaigns, International Relations, National Security, Program Management, Research, Blogging, Fundraising, Legal Research, Internal Communications, Event Management, Marketing Strategy, Event Planning, Strategy, Social Media Marketing, Crisis Management, Marketing Communications, Nonprofits, Editing, Community Development, Telecommunications, Community Outreach, Newsletters, Leadership, Policy Analysis, Corporate Communications, Public Affairs, Coalitions, Corporate Social..., Press Releases, Marketing, Budgets, Spokesperson, Management, Corporate Law, Social Networking, Team Building, Legislation
Education
George Mason University School of Law 1977 — 1980
Juris Doctrate, Law
East Tennessee State University
Graduate Courses, Public Administration
Emory and Henry College 1970 — 1974
Bachelor of Arts, Political Science
Matthew Van Lunen (MBA) Matthew Van Lunen (MBA)'s Merrill Lynch Experience June 2006 - June 2008
Job Partner at Purple Peaks
Industry Venture Capital & Private Equity
Experience
Purple Peaks March 2015 - Present
Bridgewater Associates February 2014 - March 2015
Hyperion Capital Management Ltd. & Target Capital Management March 2012 - December 2013
EnglishVids March 2011 - March 2013
Pixelle.co 2013 - 2013
CRJ Construction September 2008 - June 2011
Merrill Lynch June 2006 - June 2008
The Bank of New York May 2005 - June 2006
Economic Development Corporation - Wayne County Indiana January 2004 - May 2005
Skills
Equities, Funding, Financial Modeling, Emerging Markets, Commodity, Private Equity, Deal Sourcing, Fundraising, Solar, Renewable Energy, Energy, Chinese, Distressed Debt, Qualitative Research, Mining, Microsoft Office, Contract Negotiation, Large Deals, Deal Strategy, Deal Development, Solar Energy, Hedge Funds, Venture Capital, Investment Banking, Alternative Investments, Valuation, Bloomberg, Capital Markets, Corporate Development, Derivatives, Due Diligence, Investments, Joint Ventures, Portfolio Management, Strategy, Corporate Finance, Investor Relations, Mergers & Acquisitions, Finance, Management, Asset Management, Start-ups, Business Strategy, Trading, Business Development
Education
National Taiwan University 2009 — 2011
Master of Business Administration (M.B.A.), Economics, 3.89 (Honor Scholar)
Earlham College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Purple Peaks March 2015 - Present
Bridgewater Associates February 2014 - March 2015
Hyperion Capital Management Ltd. & Target Capital Management March 2012 - December 2013
EnglishVids March 2011 - March 2013
Pixelle.co 2013 - 2013
CRJ Construction September 2008 - June 2011
Merrill Lynch June 2006 - June 2008
The Bank of New York May 2005 - June 2006
Economic Development Corporation - Wayne County Indiana January 2004 - May 2005
Skills
Equities, Funding, Financial Modeling, Emerging Markets, Commodity, Private Equity, Deal Sourcing, Fundraising, Solar, Renewable Energy, Energy, Chinese, Distressed Debt, Qualitative Research, Mining, Microsoft Office, Contract Negotiation, Large Deals, Deal Strategy, Deal Development, Solar Energy, Hedge Funds, Venture Capital, Investment Banking, Alternative Investments, Valuation, Bloomberg, Capital Markets, Corporate Development, Derivatives, Due Diligence, Investments, Joint Ventures, Portfolio Management, Strategy, Corporate Finance, Investor Relations, Mergers & Acquisitions, Finance, Management, Asset Management, Start-ups, Business Strategy, Trading, Business Development
Education
National Taiwan University 2009 — 2011
Master of Business Administration (M.B.A.), Economics, 3.89 (Honor Scholar)
Earlham College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Amanda Broughton Amanda Broughton's Merrill Lynch Experience November 2003 - November 2008
Job Team Administrator at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. 2008 - Present
Merrill Lynch November 2003 - November 2008
AmeriCorps Alums January 2000 - August 2003
Education
East Tennessee State University 1996 — 2000
BFA, Photography
UBS Financial Services Inc. 2008 - Present
Merrill Lynch November 2003 - November 2008
AmeriCorps Alums January 2000 - August 2003
Education
East Tennessee State University 1996 — 2000
BFA, Photography
Alex Zhong Alex Zhong's Merrill Lynch Experience June 2014 - September 2014
Job Intern at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. August 2015 - Present
Lloyds Banking Group June 2015 - August 2015
Oppenheimer & Co. Inc. January 2015 - May 2015
Merrill Lynch June 2014 - September 2014
Sinolink Securities, LLC. February 2014 - May 2014
Estimize August 2013 - February 2014
LeadPlace May 2013 - August 2013
Congressman Steve Rothman's Office July 2012 - August 2012
H&Y Law Firm July 2010 - July 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Teamwork, Entrepreneurship, Microsoft Word, Start-ups, Valuation, Research, HTML, Intranet Quorum, Data Mining, Bloomberg, PowerPoint, Public Speaking, Social Media, Data Analysis, Finance, Investments, Economics
Education
New York University - Leonard N. Stern School of Business 2012 — 2016
Bachelor of Science (BS), Finance, Sophomore
East China Normal University 2014 — 2014
NYU Shanghai Study Abroad
Fort Lee High School 2008 — 2012
High School Degree
Oppenheimer & Co. Inc. August 2015 - Present
Lloyds Banking Group June 2015 - August 2015
Oppenheimer & Co. Inc. January 2015 - May 2015
Merrill Lynch June 2014 - September 2014
Sinolink Securities, LLC. February 2014 - May 2014
Estimize August 2013 - February 2014
LeadPlace May 2013 - August 2013
Congressman Steve Rothman's Office July 2012 - August 2012
H&Y Law Firm July 2010 - July 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Teamwork, Entrepreneurship, Microsoft Word, Start-ups, Valuation, Research, HTML, Intranet Quorum, Data Mining, Bloomberg, PowerPoint, Public Speaking, Social Media, Data Analysis, Finance, Investments, Economics
Education
New York University - Leonard N. Stern School of Business 2012 — 2016
Bachelor of Science (BS), Finance, Sophomore
East China Normal University 2014 — 2014
NYU Shanghai Study Abroad
Fort Lee High School 2008 — 2012
High School Degree
Alyssa Stump's Merrill Lynch Experience July 2015 - Present
Job Global Wealth Management Intern at Merrill Lynch
Industry Management Consulting
Experience
Merrill Lynch July 2015 - Present
University of California, Riverside July 2015 - Present
University of California, Riverside July 2014 - Present
University of California, Riverside September 2014 - June 2015
University of California, Riverside September 2014 - December 2014
University of California, Riverside January 2014 - June 2014
Juice It Up! June 2012 - November 2013
Skills
Time Management, Leadership, Public Relations, Team Building, Public Speaking, Customer Service, Social Media Marketing, Microsoft Office, Community Outreach, Event Planning, Management, Social Networking, Teamwork, Analysis, New Business Development, Communication, Microsoft Word, PowerPoint, Social Media
Education
University of California, Riverside 2012 — 2016
Bachelor’s Degree, Business Administration and Management, General
University of Oxford 2015 — 2015
Study Abroad Certification, Young Entrepreneurial Leadership Program
East China Normal University 2014 — 2014
Study Abroad Certification, Business in China
Merrill Lynch July 2015 - Present
University of California, Riverside July 2015 - Present
University of California, Riverside July 2014 - Present
University of California, Riverside September 2014 - June 2015
University of California, Riverside September 2014 - December 2014
University of California, Riverside January 2014 - June 2014
Juice It Up! June 2012 - November 2013
Skills
Time Management, Leadership, Public Relations, Team Building, Public Speaking, Customer Service, Social Media Marketing, Microsoft Office, Community Outreach, Event Planning, Management, Social Networking, Teamwork, Analysis, New Business Development, Communication, Microsoft Word, PowerPoint, Social Media
Education
University of California, Riverside 2012 — 2016
Bachelor’s Degree, Business Administration and Management, General
University of Oxford 2015 — 2015
Study Abroad Certification, Young Entrepreneurial Leadership Program
East China Normal University 2014 — 2014
Study Abroad Certification, Business in China
Jennifer Vawter's Merrill Lynch Experience August 2006 - February 2011
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - April 2015
Ameriprise Financial Services, Inc. February 2013 - April 2015
Heron Financial Partners May 2012 - February 2013
Heron Financial Parnters May 2012 - February 2013
Thrivent Financial for Lutherans June 2011 - November 2011
Merrill Lynch August 2006 - February 2011
Bank of America Merchant Services July 2004 - August 2006
Bank of America April 2003 - July 2004
Bank of America October 2000 - April 2003
Postich Stained Glass 1990 - 2000
Skills
Series 7, Series 66, Microsoft Office, Salesforce.com, Customer Service, Problem Solving, Administration, Banking, Organizing, Databases, Team Leadership, Organization, Uniform Combined State..., System Administration, Microsoft Excel, Microsoft Word, Life Health & Variable..., Sales, Investments, Insurance, Leadership, Management, Marketing, Financial Services
Education
Florida State University 1996 — 1998
Eastern Florida State College
Largo high
Ameriprise Financial Services, Inc. May 2013 - April 2015
Ameriprise Financial Services, Inc. February 2013 - April 2015
Heron Financial Partners May 2012 - February 2013
Heron Financial Parnters May 2012 - February 2013
Thrivent Financial for Lutherans June 2011 - November 2011
Merrill Lynch August 2006 - February 2011
Bank of America Merchant Services July 2004 - August 2006
Bank of America April 2003 - July 2004
Bank of America October 2000 - April 2003
Postich Stained Glass 1990 - 2000
Skills
Series 7, Series 66, Microsoft Office, Salesforce.com, Customer Service, Problem Solving, Administration, Banking, Organizing, Databases, Team Leadership, Organization, Uniform Combined State..., System Administration, Microsoft Excel, Microsoft Word, Life Health & Variable..., Sales, Investments, Insurance, Leadership, Management, Marketing, Financial Services
Education
Florida State University 1996 — 1998
Eastern Florida State College
Largo high
David F. Paduch, CFP® David F. Paduch, CFP®'s Merrill Lynch Experience February 1998 - April 2004
Job Senior Portfolio Manager, First Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS April 2004 - Present
Merrill Lynch February 1998 - April 2004
Skills
Asset Management, Estate Planning, Estate Tax Planning, Finance, Financial Analysis, IRAs, Investments, Portfolio Management, Wealth, Wealth Management
Education
East Tennessee State University 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
University High 1987 — 1991
UBS April 2004 - Present
Merrill Lynch February 1998 - April 2004
Skills
Asset Management, Estate Planning, Estate Tax Planning, Finance, Financial Analysis, IRAs, Investments, Portfolio Management, Wealth, Wealth Management
Education
East Tennessee State University 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
University High 1987 — 1991
Scott Shook Scott Shook's Merrill Lynch Experience June 2003 - June 2014
Job Financial Advisor at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow June 2014 - Present
Merrill Lynch June 2003 - June 2014
Wachovia Bank August 1993 - June 2003
Skills
Investment Advisory, Banking, Asset Allocation, Financial Analysis, Strategic Financial..., Credit Analysis, Financial Planning, Retirement Planning, Asset Protection, Life Insurance, Long-term Care, Stock Management, Multi-generational..., Wealth Preservation, Wealth Accumulation, Financial Services, Insurance, Wealth Management, Investment Strategies, Securities
Education
East Carolina University 1990 — 1993
Bachelor's of Science, Economics
Louisburg College 1988 — 1989
BB&T Scott & Stringfellow June 2014 - Present
Merrill Lynch June 2003 - June 2014
Wachovia Bank August 1993 - June 2003
Skills
Investment Advisory, Banking, Asset Allocation, Financial Analysis, Strategic Financial..., Credit Analysis, Financial Planning, Retirement Planning, Asset Protection, Life Insurance, Long-term Care, Stock Management, Multi-generational..., Wealth Preservation, Wealth Accumulation, Financial Services, Insurance, Wealth Management, Investment Strategies, Securities
Education
East Carolina University 1990 — 1993
Bachelor's of Science, Economics
Louisburg College 1988 — 1989
Jeff Bergmann Jeff Bergmann's Merrill Lynch Experience April 2007 - May 2008
Job F35 Sr. Contract Negotiator at Lockheed Martin Aeronautics
Industry Defense & Space
Experience
Lockheed Martin January 2014 - Present
Lockheed Martin Aeronautics January 2011 - January 2014
Lockheed Martin Aeronautics February 2009 - January 2011
Merrill Lynch April 2007 - May 2008
Skills
Leadership, Government Contracting, Finance, DoD, Earned Value Management, Management, Risk Management, FAR, Cross-functional Team..., Government, Program Management, Analysis, Data Analysis
Education
The University of Texas at Austin 2012 — 2014
Master of Business Administration (M.B.A.)
Eastern Connecticut State University 2004 — 2008
Bachelor of Arts (B.A.), Business/Managerial Economics
Lockheed Martin January 2014 - Present
Lockheed Martin Aeronautics January 2011 - January 2014
Lockheed Martin Aeronautics February 2009 - January 2011
Merrill Lynch April 2007 - May 2008
Skills
Leadership, Government Contracting, Finance, DoD, Earned Value Management, Management, Risk Management, FAR, Cross-functional Team..., Government, Program Management, Analysis, Data Analysis
Education
The University of Texas at Austin 2012 — 2014
Master of Business Administration (M.B.A.)
Eastern Connecticut State University 2004 — 2008
Bachelor of Arts (B.A.), Business/Managerial Economics
Kurtis Johmann Kurtis Johmann's Merrill Lynch Experience May 2007 - August 2007
Job Smiths Medical
Industry Medical Devices
Experience
Smiths Medical April 2015 - Present
Konica Minolta Business Solutions U.S.A., Inc. August 2013 - April 2015
Enterprise Rent-A-Car May 2008 - October 2013
Merrill Lynch May 2007 - August 2007
Skills
Management, Account Management, Marketing, Direct Sales, New Business Development, Sales, Sales Management, Sales Operations, Sales Process, Cold Calling, Customer Service, CRM, B2B, Leadership, Sales Presentations
Education
East Stroudsburg University of Pennsylvania 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Smiths Medical April 2015 - Present
Konica Minolta Business Solutions U.S.A., Inc. August 2013 - April 2015
Enterprise Rent-A-Car May 2008 - October 2013
Merrill Lynch May 2007 - August 2007
Skills
Management, Account Management, Marketing, Direct Sales, New Business Development, Sales, Sales Management, Sales Operations, Sales Process, Cold Calling, Customer Service, CRM, B2B, Leadership, Sales Presentations
Education
East Stroudsburg University of Pennsylvania 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
John T. Moriarty's Merrill Lynch Experience February 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
McAdam Financially Advanced™ June 2014 - January 2015
Olympia Sports 2013 - January 2014
Skills
Finance, Sales, Social Networking, Marketing, Management, Business Management..., Entrepreneurship, Personal Training, Public Speaking, Time Management, Employee Training, Retail, Business, People Skills, Nutrition, Highly personable, History, Fitness Training, Health Education, Sports Nutrition, Store Management, Payroll, Investments, Financial Planning, Insurance, Risk Management, Life Insurance, Financial Analysis, Strategic Planning, Customer Service, FINRA, Series 7, Series 66, Retirement Planning, Financial Advisory, Wealth Management, Financial Services
Education
East Stroudsburg University of Pennsylvania 2012 — 2014
Bachelor of Science (BS), Business management/ finance, 3.5
Merrill Lynch February 2015 - Present
McAdam Financially Advanced™ June 2014 - January 2015
Olympia Sports 2013 - January 2014
Skills
Finance, Sales, Social Networking, Marketing, Management, Business Management..., Entrepreneurship, Personal Training, Public Speaking, Time Management, Employee Training, Retail, Business, People Skills, Nutrition, Highly personable, History, Fitness Training, Health Education, Sports Nutrition, Store Management, Payroll, Investments, Financial Planning, Insurance, Risk Management, Life Insurance, Financial Analysis, Strategic Planning, Customer Service, FINRA, Series 7, Series 66, Retirement Planning, Financial Advisory, Wealth Management, Financial Services
Education
East Stroudsburg University of Pennsylvania 2012 — 2014
Bachelor of Science (BS), Business management/ finance, 3.5
Peter S. Denison, RFC® Peter S. Denison, RFC®'s Merrill Lynch Experience 1984 - 1990
Job President, Registered Financial Consultant
Industry Financial Services
Experience
p.s. Denison May 2010 - Present
Joseph P. Lucia & Associates LLC November 2009 - April 2013
Ameriprise Financial January 2000 - October 2009
Merrill Lynch 1984 - 1990
Skills
Series 7, Series 24, Series 9, Series 10, Series 63, Series 65, Retirement Planning, Financial Planning, Investments, Investment Advisory, Financial Advisory, Asset Allocation, Wealth Management, Insurance, Estate Planning, Investment Strategies, Asset Management, Retirement Income..., Portfolio Management, Alternative Investments, Finance, Risk Management, Retirement, Financial Services, Securities, Mutual Funds
Education
University of Maryland College Park 1975 — 1977
B.A., Radio, TV, and Film
Dutchess Community College 1973 — 1975
A.A., Liberal Arts/Humanities
p.s. Denison May 2010 - Present
Joseph P. Lucia & Associates LLC November 2009 - April 2013
Ameriprise Financial January 2000 - October 2009
Merrill Lynch 1984 - 1990
Skills
Series 7, Series 24, Series 9, Series 10, Series 63, Series 65, Retirement Planning, Financial Planning, Investments, Investment Advisory, Financial Advisory, Asset Allocation, Wealth Management, Insurance, Estate Planning, Investment Strategies, Asset Management, Retirement Income..., Portfolio Management, Alternative Investments, Finance, Risk Management, Retirement, Financial Services, Securities, Mutual Funds
Education
University of Maryland College Park 1975 — 1977
B.A., Radio, TV, and Film
Dutchess Community College 1973 — 1975
A.A., Liberal Arts/Humanities
Patrick Warren Patrick Warren's Merrill Lynch Experience January 2011 - May 2011
Job Legal Extern at The Hartford
Industry Law Practice
Experience
The Hartford September 2015 - Present
Vidal/Wettenstein, LLC September 2014 - Present
William Pitt Sotheby's International Realty January 2012 - Present
Connecticut Fair Housing Center June 2015 - August 2015
Spine Wave, Inc. July 2012 - August 2014
The Cotter Law Firm January 2012 - July 2012
Eastern Connecticut State University August 2009 - June 2011
Merrill Lynch January 2011 - May 2011
Housatonic Boat Club May 2003 - October 2009
Skills
Word, Excel, Access, Outlook, Microsoft Office, PowerPoint, Research, Writing, Customer Service, Customer Relations, Teamwork, Team Building, Problem Solving, Data Entry, Editing, Analysis, Coaching, Time Management, Non-profits, Inventory Management, Microsoft Word, Microsoft Excel, Event Management, Social Media, Public Speaking, Sales, Event Planning, Marketing, Management, Leadership
Education
University of Connecticut 2014 — 2018
Doctor of Law (J.D.)
Eastern Connecticut State University 2007 — 2011
BA, Business Economics
Swansea University 2010 — 2010
Semester Abroad, Social Studies, Economics
The Hartford September 2015 - Present
Vidal/Wettenstein, LLC September 2014 - Present
William Pitt Sotheby's International Realty January 2012 - Present
Connecticut Fair Housing Center June 2015 - August 2015
Spine Wave, Inc. July 2012 - August 2014
The Cotter Law Firm January 2012 - July 2012
Eastern Connecticut State University August 2009 - June 2011
Merrill Lynch January 2011 - May 2011
Housatonic Boat Club May 2003 - October 2009
Skills
Word, Excel, Access, Outlook, Microsoft Office, PowerPoint, Research, Writing, Customer Service, Customer Relations, Teamwork, Team Building, Problem Solving, Data Entry, Editing, Analysis, Coaching, Time Management, Non-profits, Inventory Management, Microsoft Word, Microsoft Excel, Event Management, Social Media, Public Speaking, Sales, Event Planning, Marketing, Management, Leadership
Education
University of Connecticut 2014 — 2018
Doctor of Law (J.D.)
Eastern Connecticut State University 2007 — 2011
BA, Business Economics
Swansea University 2010 — 2010
Semester Abroad, Social Studies, Economics
Glenn Leidy Glenn Leidy's Merrill Lynch Experience February 1997 - October 1999
Job Senior Developer/Architect at Drivewealth
Industry Financial Services
Experience
DriveWealth December 2013 - Present
Dovetail August 2012 - November 2013
ICAP September 2010 - July 2012
MarketFactory September 2007 - August 2010
Right Reason Technologies June 2003 - August 2007
TradingScreen October 2002 - May 2003
Gain Capital June 2000 - July 2002
ServiceWare November 1999 - June 2000
Merrill Lynch February 1997 - October 1999
Prudential Insurance September 1996 - December 1996
Skills
Trading Systems, Core Java, Java, JMS, Low Latency, Multithreading, Eclipse, Unix, Servlets, Market Data, Unix Shell Scripting, Software Design, Linux, Software Development, Distributed Systems, Solaris, System Architecture, Object Oriented Design, XML, SQL, Tomcat, Design Patterns
Education
East Stroudsburg University of Pennsylvania 1984 — 1988
Bachelor of Science (BS), Computer Science
DriveWealth December 2013 - Present
Dovetail August 2012 - November 2013
ICAP September 2010 - July 2012
MarketFactory September 2007 - August 2010
Right Reason Technologies June 2003 - August 2007
TradingScreen October 2002 - May 2003
Gain Capital June 2000 - July 2002
ServiceWare November 1999 - June 2000
Merrill Lynch February 1997 - October 1999
Prudential Insurance September 1996 - December 1996
Skills
Trading Systems, Core Java, Java, JMS, Low Latency, Multithreading, Eclipse, Unix, Servlets, Market Data, Unix Shell Scripting, Software Design, Linux, Software Development, Distributed Systems, Solaris, System Architecture, Object Oriented Design, XML, SQL, Tomcat, Design Patterns
Education
East Stroudsburg University of Pennsylvania 1984 — 1988
Bachelor of Science (BS), Computer Science
Shannon Harder's Merrill Lynch Experience March 2014 - Present
Job Senior Operations Analyst at Merrill Lynch
Industry Banking
Experience
Merrill Lynch March 2014 - Present
Capital Funding Mortgage February 2013 - September 2013
IntegriChain September 2010 - March 2012
Skills
Customer Service, Event Planning, Social Media, Sales, Public Relations, Microsoft Office, Salesforce.com, Constant Contact, Customer Satisfaction, Training, Management, Blogging, Facebook, Marketing, Event Management, Social Media Marketing, Social Networking
Education
East Stroudsburg University of Pennsylvania
Bachelor's degree, Speech Communications and Public Relations
Merrill Lynch March 2014 - Present
Capital Funding Mortgage February 2013 - September 2013
IntegriChain September 2010 - March 2012
Skills
Customer Service, Event Planning, Social Media, Sales, Public Relations, Microsoft Office, Salesforce.com, Constant Contact, Customer Satisfaction, Training, Management, Blogging, Facebook, Marketing, Event Management, Social Media Marketing, Social Networking
Education
East Stroudsburg University of Pennsylvania
Bachelor's degree, Speech Communications and Public Relations
Eden Wu Tan's Merrill Lynch Experience October 2010 - June 2011
Job Associate Director
Industry Banking
Experience
Standard Chartered Bank June 2011 - June 2013
Merrill Lynch October 2010 - June 2011
Credit Suisse August 2008 - October 2010
Merrill Lynch May 2007 - August 2008
Citi April 2006 - May 2007
Skills
Banking, Portfolio Management, Capital Markets, Financial Risk, Private Banking, Relationship Management, Investment Banking
Education
East China Normal University 1999 — 2003
Bachelor of Arts (B.A.), Japanese Language and Literature
National University of Singapore
Certificate of Advanced Business Japaneses, Business Japanese
London Chamber of Commerce & Industry
Diploma of Accounting
Standard Chartered Bank June 2011 - June 2013
Merrill Lynch October 2010 - June 2011
Credit Suisse August 2008 - October 2010
Merrill Lynch May 2007 - August 2008
Citi April 2006 - May 2007
Skills
Banking, Portfolio Management, Capital Markets, Financial Risk, Private Banking, Relationship Management, Investment Banking
Education
East China Normal University 1999 — 2003
Bachelor of Arts (B.A.), Japanese Language and Literature
National University of Singapore
Certificate of Advanced Business Japaneses, Business Japanese
London Chamber of Commerce & Industry
Diploma of Accounting
Cheryl Gorham's Merrill Lynch Experience 2005 - 2006
Job Legal Specialist at Pratt & Whitney
Industry Aviation & Aerospace
Experience
Pratt & Whitney March 2013 - Present
Hamilton Sundstrand Corporation (A United Technologies Company) July 2006 - February 2013
Merrill Lynch 2005 - 2006
Advest 1999 - 2006
Skills
Compliance, Securities, Administrative Support, Due Diligence, Mergers & Acquisitions, Administrative..., Legal Writing, Corporate Law, Litigation, Legal Research, Licensing, Legal Compliance, Corporate Governance, Intellectual Property, Litigation Support, Legal Assistance, Management, Process Improvement
Education
Eastern Connecticut State University 1991 — 1995
Bachelors of Science, Biology
Pratt & Whitney March 2013 - Present
Hamilton Sundstrand Corporation (A United Technologies Company) July 2006 - February 2013
Merrill Lynch 2005 - 2006
Advest 1999 - 2006
Skills
Compliance, Securities, Administrative Support, Due Diligence, Mergers & Acquisitions, Administrative..., Legal Writing, Corporate Law, Litigation, Legal Research, Licensing, Legal Compliance, Corporate Governance, Intellectual Property, Litigation Support, Legal Assistance, Management, Process Improvement
Education
Eastern Connecticut State University 1991 — 1995
Bachelors of Science, Biology
Shaun Hoover's Merrill Lynch Experience October 2004 - October 2005
Job Account Executive, Chicago MidMarket at NetApp
Industry Information Technology and Services
Experience
NetApp May 2014 - Present
NetApp February 2013 - May 2014
NetApp August 2012 - January 2013
BB&T Investment Services, Inc October 2005 - September 2011
Merrill Lynch October 2004 - October 2005
Edward Jones 2002-2004 October 2002 - October 2005
Skills
Sales, Cold Calling, Investments, Salesforce.com, Cloud Computing, Relationship Management, Direct Sales, Account Management, NetApp, Virtualization, Lead Generation, Sales Presentations, Disaster Recovery, Data Storage..., Data Management, Data Analysis, Key Account Management, Private Cloud, Portfolio Management, Building Relationships, Data Warehousing, Datacenter..., Backup & Restore
Education
East Carolina University 1996 — 2001
BSBA, Business
NetApp May 2014 - Present
NetApp February 2013 - May 2014
NetApp August 2012 - January 2013
BB&T Investment Services, Inc October 2005 - September 2011
Merrill Lynch October 2004 - October 2005
Edward Jones 2002-2004 October 2002 - October 2005
Skills
Sales, Cold Calling, Investments, Salesforce.com, Cloud Computing, Relationship Management, Direct Sales, Account Management, NetApp, Virtualization, Lead Generation, Sales Presentations, Disaster Recovery, Data Storage..., Data Management, Data Analysis, Key Account Management, Private Cloud, Portfolio Management, Building Relationships, Data Warehousing, Datacenter..., Backup & Restore
Education
East Carolina University 1996 — 2001
BSBA, Business
Chad Janko Chad Janko's Merrill Lynch Experience June 1999 - May 2015
Job Portfolio Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1999 - May 2015
Skills
Portfolio Management, Equities, Investments, Fixed Income, Asset Management, Financial Modeling, Bloomberg, Valuation, Hedge Funds, Derivatives, Financial Analysis, Capital Markets, Alternative Investments, Asset Allocation, Equity Research, Wealth Management, Mutual Funds, Investment Strategies, Financial Markets, Corporate Finance, Series 7, Retirement, Investment Advisory, Bonds, Investment Management, Equity Valuation, Structured Products, Securities, Options, ETFs, Equity Derivatives, Hedging, Bloomberg Terminal, Emerging Markets, Trading, Structured Finance, FX Options, Financial Structuring, Equity Trading, Wealth Management..., Financial Advisory, Fund Of Funds, Private Equity, Commodity, Credit Analysis, Market Risk, Quantitative Finance, Trading Systems, Strategic Financial..., FINRA
Education
East Carolina University 1995 — 1999
BSBA, Finance
AHS
Merrill Lynch June 1999 - May 2015
Skills
Portfolio Management, Equities, Investments, Fixed Income, Asset Management, Financial Modeling, Bloomberg, Valuation, Hedge Funds, Derivatives, Financial Analysis, Capital Markets, Alternative Investments, Asset Allocation, Equity Research, Wealth Management, Mutual Funds, Investment Strategies, Financial Markets, Corporate Finance, Series 7, Retirement, Investment Advisory, Bonds, Investment Management, Equity Valuation, Structured Products, Securities, Options, ETFs, Equity Derivatives, Hedging, Bloomberg Terminal, Emerging Markets, Trading, Structured Finance, FX Options, Financial Structuring, Equity Trading, Wealth Management..., Financial Advisory, Fund Of Funds, Private Equity, Commodity, Credit Analysis, Market Risk, Quantitative Finance, Trading Systems, Strategic Financial..., FINRA
Education
East Carolina University 1995 — 1999
BSBA, Finance
AHS
B. J. Cowan B. J. Cowan's Merrill Lynch Experience September 1999 - May 2003
Job President at Cowan Financial Services, LLC
Industry Financial Services
Experience
Cowan Financial Services, LLC January 2006 - Present
Raymond James Financial Services, Inc Member FINRA?SIPC January 2006 - December 2014
Bank of America March 2003 - January 2006
Merrill Lynch September 1999 - May 2003
Morgan Stanley 1994 - 1999
Skills
401k, Pensions, Disability Insurance, Investments, Options, Long Term Care, IRA's, Mutual Funds, Stocks, Bonds, Rollovers, Insurance Solutions, Trust Services, Annuities, Estate Planning, Insurance, Retirement Planning, Profit Sharing, Deferred Compensation, Roth IRA, Financial Planning, Term Life Insurance, Wealth Accumulation, Equities, Universal Life, Long-term Care, Health Insurance, Trusts, Wealth Management, Whole Life, Inheritance Tax Planning, Stock, Asset Management, SEP, Defined Benefit, Securities, Retirement, Insurance Planning, Investment Advisory, Financial Advisory, Retirement Income..., Wealth, Asset Allocation, Portfolio Management, Investment Strategies, Wealth Transfer, Alternative Investments, Finance, Strategic Planning, Financial Services
Education
East Central University 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Ada High School 1984 — 1988
Bachelor's degree in Business
Cowan Financial Services, LLC January 2006 - Present
Raymond James Financial Services, Inc Member FINRA?SIPC January 2006 - December 2014
Bank of America March 2003 - January 2006
Merrill Lynch September 1999 - May 2003
Morgan Stanley 1994 - 1999
Skills
401k, Pensions, Disability Insurance, Investments, Options, Long Term Care, IRA's, Mutual Funds, Stocks, Bonds, Rollovers, Insurance Solutions, Trust Services, Annuities, Estate Planning, Insurance, Retirement Planning, Profit Sharing, Deferred Compensation, Roth IRA, Financial Planning, Term Life Insurance, Wealth Accumulation, Equities, Universal Life, Long-term Care, Health Insurance, Trusts, Wealth Management, Whole Life, Inheritance Tax Planning, Stock, Asset Management, SEP, Defined Benefit, Securities, Retirement, Insurance Planning, Investment Advisory, Financial Advisory, Retirement Income..., Wealth, Asset Allocation, Portfolio Management, Investment Strategies, Wealth Transfer, Alternative Investments, Finance, Strategic Planning, Financial Services
Education
East Central University 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Ada High School 1984 — 1988
Bachelor's degree in Business
Richard Wyatt Richard Wyatt's Merrill Lynch Experience April 2008 - August 2011
Job Director, Strategic Program Delivery, at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2011 - Present
Merrill Lynch April 2008 - August 2011
Fidelity Investments September 1997 - April 2008
Skills
Program Management, Product Management, Financial Services, Business Analysis, Mutual Funds, SDLC, Vendor Management, Portfolio Management, Equities, Project Portfolio..., Relationship Management, Wealth Management, Leadership, CRM, Series 7, Management, IT Strategy, Call Centers, Analysis, Banking, Integration, Business Process..., PMO, Requirements Gathering, Risk Management, Process Improvement, Business Requirements, Strategy, Outsourcing, Project Delivery, Cross-functional Team..., PMP, Management Consulting, Business Process, Governance, Change Management, Business Transformation, Executive Management, Software Project..., IT Management, Enterprise Architecture
Education
Durham University 1993 — 1994
MBA, Corporate Transformation
The University of Huddersfield 1982 — 1986
BA, Business Computing
Stamford School 1974 — 1979
TIAA-CREF August 2011 - Present
Merrill Lynch April 2008 - August 2011
Fidelity Investments September 1997 - April 2008
Skills
Program Management, Product Management, Financial Services, Business Analysis, Mutual Funds, SDLC, Vendor Management, Portfolio Management, Equities, Project Portfolio..., Relationship Management, Wealth Management, Leadership, CRM, Series 7, Management, IT Strategy, Call Centers, Analysis, Banking, Integration, Business Process..., PMO, Requirements Gathering, Risk Management, Process Improvement, Business Requirements, Strategy, Outsourcing, Project Delivery, Cross-functional Team..., PMP, Management Consulting, Business Process, Governance, Change Management, Business Transformation, Executive Management, Software Project..., IT Management, Enterprise Architecture
Education
Durham University 1993 — 1994
MBA, Corporate Transformation
The University of Huddersfield 1982 — 1986
BA, Business Computing
Stamford School 1974 — 1979
Dan Kim Dan Kim's Merrill Lynch Experience March 2000 - June 2002
Job CEO at Veritable Screening, Managing Partner at TrueValue Partners
Industry Investment Banking
Experience
Veritable Screening March 2014 - Present
TrueValue Partners June 2013 - Present
Macquarie Group May 2008 - June 2013
Jefferies & Company May 2006 - February 2008
Houlihan Lokey June 2004 - April 2006
Merrill Lynch March 2000 - June 2002
The North Face October 1998 - February 2000
Skills
Principal Investing, M&A experience, Investment Banking, Deal Execution, Strategic Advisory, Debt, Equities, Portfolio Management, Valuation, Private Equity, Strategy, Corporate Development, LBO, Finance, Business Planning, Venture Capital, Financial Modeling
Education
The Anderson School at UCLA 2002 — 2004
MBA, Finance
Pomona College 1993 — 1997
BA, Philosophy
Oxford University, University College 1996 — 1996
East China Normal University 1996 — 1996
Veritable Screening March 2014 - Present
TrueValue Partners June 2013 - Present
Macquarie Group May 2008 - June 2013
Jefferies & Company May 2006 - February 2008
Houlihan Lokey June 2004 - April 2006
Merrill Lynch March 2000 - June 2002
The North Face October 1998 - February 2000
Skills
Principal Investing, M&A experience, Investment Banking, Deal Execution, Strategic Advisory, Debt, Equities, Portfolio Management, Valuation, Private Equity, Strategy, Corporate Development, LBO, Finance, Business Planning, Venture Capital, Financial Modeling
Education
The Anderson School at UCLA 2002 — 2004
MBA, Finance
Pomona College 1993 — 1997
BA, Philosophy
Oxford University, University College 1996 — 1996
East China Normal University 1996 — 1996
Paul Cappuccio Paul Cappuccio's Merrill Lynch Experience May 2005 - September 2005
Job Owner at Xtreme Pong Sports LLC.
Industry Sporting Goods
Experience
Xtreme Pong Sports, LLC January 2011 - Present
Basketpong January 2011 - Present
Beach Properties of Hilton Head Island, SC June 2009 - December 2010
Merrill Lynch May 2005 - September 2005
Skills
Marketing Strategy, Social Media Marketing, New Business Development, Product Development, Marketing, Advertising, Sales Management, Social Media, Retail, Strategic Planning, Merchandising, Sales, Marketing Communications, Public Relations, Brand Development, Event Management, Brand Management, Entrepreneurship, Trade Shows
Education
East Carolina University 2003 — 2007
Bachelor's degree, Accounting and Finance
Hammonton High School 1998 — 2002
High School Diploma, All
Xtreme Pong Sports, LLC January 2011 - Present
Basketpong January 2011 - Present
Beach Properties of Hilton Head Island, SC June 2009 - December 2010
Merrill Lynch May 2005 - September 2005
Skills
Marketing Strategy, Social Media Marketing, New Business Development, Product Development, Marketing, Advertising, Sales Management, Social Media, Retail, Strategic Planning, Merchandising, Sales, Marketing Communications, Public Relations, Brand Development, Event Management, Brand Management, Entrepreneurship, Trade Shows
Education
East Carolina University 2003 — 2007
Bachelor's degree, Accounting and Finance
Hammonton High School 1998 — 2002
High School Diploma, All
Allie Massie Allie Massie's Merrill Lynch Experience July 2013 - Present
Job Client Associate for Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Wofford College September 2010 - May 2013
Merrill Lynch January 2013 - January 2013
Norfolk Homes June 2011 - August 2011
Forever 21 June 2009 - August 2009
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Research, Fundraising, Time Management, Social Media, Facebook, Teamwork, Access, Customer Service
Education
Wofford College 2009 — 2013
Bachelor of Arts (B.A.), Business Economics
East Tennessee State University
Merrill Lynch July 2013 - Present
Wofford College September 2010 - May 2013
Merrill Lynch January 2013 - January 2013
Norfolk Homes June 2011 - August 2011
Forever 21 June 2009 - August 2009
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Research, Fundraising, Time Management, Social Media, Facebook, Teamwork, Access, Customer Service
Education
Wofford College 2009 — 2013
Bachelor of Arts (B.A.), Business Economics
East Tennessee State University
Darien Lewie Darien Lewie's Merrill Lynch Experience June 1999 - November 2008
Job Infinex Wealth Advisors
Industry Financial Services
Experience
Infinex Financial Group November 2013 - Present
Harvest Capital llc August 2011 - November 2013
Woodbury Financial Services November 2008 - August 2011
Merrill Lynch June 1999 - November 2008
Education
Eastern Connecticut State University 1996 — 1999
Economics, Finance
United States Marine Corps 1993 — 1999
Corporal
Infinex Financial Group November 2013 - Present
Harvest Capital llc August 2011 - November 2013
Woodbury Financial Services November 2008 - August 2011
Merrill Lynch June 1999 - November 2008
Education
Eastern Connecticut State University 1996 — 1999
Economics, Finance
United States Marine Corps 1993 — 1999
Corporal
William Roth, CFA William Roth, CFA's Merrill Lynch Experience March 2005 - March 2008
Job Director of Investments at Centurion Group
Industry Financial Services
Experience
Centurion Group October 2014 - Present
Centurion Asset Management September 2013 - September 2014
Capital Analysts March 2011 - September 2013
Capital Analysts Incorporated March 2008 - March 2011
Merrill Lynch March 2005 - March 2008
Skills
Series 7, Series 24, Series 6, Series 66, Series 87, Chartered Financial...
Education
La Salle University - School of Business Administration 2001 — 2003
MBA, Finance
East Stroudsburg University of Pennsylvania 1996 — 2000
BS, Business Administration-Finance
East Stroudsburg University of Pennsylvania 1996 — 2000
BA, Economics
Centurion Group October 2014 - Present
Centurion Asset Management September 2013 - September 2014
Capital Analysts March 2011 - September 2013
Capital Analysts Incorporated March 2008 - March 2011
Merrill Lynch March 2005 - March 2008
Skills
Series 7, Series 24, Series 6, Series 66, Series 87, Chartered Financial...
Education
La Salle University - School of Business Administration 2001 — 2003
MBA, Finance
East Stroudsburg University of Pennsylvania 1996 — 2000
BS, Business Administration-Finance
East Stroudsburg University of Pennsylvania 1996 — 2000
BA, Economics
Andzelina Chmielewski's Merrill Lynch Experience August 2012 - August 2013
Job Senior Financial Analyst at Affinion Group and Assistant Head Coach at Greenwich YWCA Dolphins Swim Team
Industry Marketing and Advertising
Experience
Affinion Group October 2013 - Present
Greenwich YWCA Dolphins Swim Team November 2013 - Present
Merrill Lynch August 2012 - August 2013
Kforce Inc January 2012 - August 2012
Eastern Connecticut State University School of Arts & Sciences Dean's Office August 2010 - August 2012
United Bank (New England Bank) May 2011 - January 2012
Kforce Inc September 2011 - December 2011
Eastern Connecticut State University January 2011 - May 2011
Skyhawks Sports Academy May 2009 - May 2011
Skills
Microsoft Office, Social Media, Microsoft Excel, Leadership, Resume Writing, Recruiting, Human Resources, Teamwork, Customer Service, Accounting, PowerPoint, Access, Finance, Outlook, Social Networking
Education
Saint Mary’s University College 2012 — 2013
International Business Certificate, International Business
Eastern Connecticut State University 2008 — 2012
Bachelor of Science, Business Administration; Finance; Marketing; Business Information Systems, Senior
Affinion Group October 2013 - Present
Greenwich YWCA Dolphins Swim Team November 2013 - Present
Merrill Lynch August 2012 - August 2013
Kforce Inc January 2012 - August 2012
Eastern Connecticut State University School of Arts & Sciences Dean's Office August 2010 - August 2012
United Bank (New England Bank) May 2011 - January 2012
Kforce Inc September 2011 - December 2011
Eastern Connecticut State University January 2011 - May 2011
Skyhawks Sports Academy May 2009 - May 2011
Skills
Microsoft Office, Social Media, Microsoft Excel, Leadership, Resume Writing, Recruiting, Human Resources, Teamwork, Customer Service, Accounting, PowerPoint, Access, Finance, Outlook, Social Networking
Education
Saint Mary’s University College 2012 — 2013
International Business Certificate, International Business
Eastern Connecticut State University 2008 — 2012
Bachelor of Science, Business Administration; Finance; Marketing; Business Information Systems, Senior
David Pfeiffer's Merrill Lynch Experience October 2013 - Present
Job Data Analyst at Bank of America
Industry Financial Services
Experience
Bank of America June 2015 - Present
Merrill Lynch October 2013 - Present
Allstate September 2012 - October 2013
Skills
Great communications..., Work Ethic, Microsoft Office, Numerical Analysis, Leadership, Great Personality, Organization, Insurance, Property & Casualty..., Life Insurance, Social Media Marketing, Fixed Annuities, Communication
Education
East Carolina University 2007 — 2012
Bachelor of Science and Business Administration (BSBA), Finance, Risk Management
East Carolina University 2007 — 2012
Bachelor of Applied Science (BASc), Business Administration and Management, General
Bank of America June 2015 - Present
Merrill Lynch October 2013 - Present
Allstate September 2012 - October 2013
Skills
Great communications..., Work Ethic, Microsoft Office, Numerical Analysis, Leadership, Great Personality, Organization, Insurance, Property & Casualty..., Life Insurance, Social Media Marketing, Fixed Annuities, Communication
Education
East Carolina University 2007 — 2012
Bachelor of Science and Business Administration (BSBA), Finance, Risk Management
East Carolina University 2007 — 2012
Bachelor of Applied Science (BASc), Business Administration and Management, General
Deliang Yin Deliang Yin's Merrill Lynch Experience June 2012 - September 2012
Job Wholesale Credit Risk Vetter at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank November 2013 - Present
Transamerica January 2014 - June 2014
Alcioun Capital October 2013 - November 2013
Merrill Lynch June 2012 - September 2012
Skills
Quantitative Analysis, C++, Matlab, Stochastic Calculus, Stochastic Processes, Stochastic Analysis, Probability, Differential Equations, Derivatives, MySQL, Quantitative Research, Quantitative Analytics, Competitive Analysis, Microsoft SQL Server, Monte Carlo Simulation, R, Quantitative Finance, Machine Learning, Time Series Analysis, Numerical Analysis, LaTeX, SAS, Analysis, Mathematica, Bloomberg Terminal, Python, Portfolio Management, VBA, Finance
Education
University of California, Irvine 2007 — 2013
PhD, Financial Math
East China Normal University 2003 — 2007
Bachelor of Science (BS), Applied Mathematics
BMO Harris Bank November 2013 - Present
Transamerica January 2014 - June 2014
Alcioun Capital October 2013 - November 2013
Merrill Lynch June 2012 - September 2012
Skills
Quantitative Analysis, C++, Matlab, Stochastic Calculus, Stochastic Processes, Stochastic Analysis, Probability, Differential Equations, Derivatives, MySQL, Quantitative Research, Quantitative Analytics, Competitive Analysis, Microsoft SQL Server, Monte Carlo Simulation, R, Quantitative Finance, Machine Learning, Time Series Analysis, Numerical Analysis, LaTeX, SAS, Analysis, Mathematica, Bloomberg Terminal, Python, Portfolio Management, VBA, Finance
Education
University of California, Irvine 2007 — 2013
PhD, Financial Math
East China Normal University 2003 — 2007
Bachelor of Science (BS), Applied Mathematics
Robert Morin, CFP ® Robert Morin, CFP ®'s Merrill Lynch Experience June 1999 - November 2008
Job Vice President Wealth Management at UBS
Industry Financial Services
Joseph Palmucci Joseph Palmucci's Merrill Lynch Experience June 2004 - July 2007
Job .
Industry Executive Office
Experience
Independent Contractor May 2010 - Present
Morgan Stanley Smith Barney July 2007 - August 2010
Merrill Lynch June 2004 - July 2007
Merrill Lynch September 2002 - June 2004
Merrill Lynch October 1999 - September 2002
Fleet Bank November 1996 - October 1999
Shawmut Bank / Connecticut National Bank October 1994 - November 1996
Shawmut Bank January 1992 - October 1994
Connecticut National Bank / Shawmut Bank September 1990 - January 1992
Great Country Bank (formerly Savings Bank of Ansonia) June 1984 - September 1990
Skills
Banking, Team Building, Leadership, Training
Education
Sacred Heart University 1987 — 1990
MBA, Business Administration
Eastern Connecticut State University 1983 — 1987
B.S., Business Administration
The New England School of Banking at Williams College 1995 — 1996
Trust Administration Program
Independent Contractor May 2010 - Present
Morgan Stanley Smith Barney July 2007 - August 2010
Merrill Lynch June 2004 - July 2007
Merrill Lynch September 2002 - June 2004
Merrill Lynch October 1999 - September 2002
Fleet Bank November 1996 - October 1999
Shawmut Bank / Connecticut National Bank October 1994 - November 1996
Shawmut Bank January 1992 - October 1994
Connecticut National Bank / Shawmut Bank September 1990 - January 1992
Great Country Bank (formerly Savings Bank of Ansonia) June 1984 - September 1990
Skills
Banking, Team Building, Leadership, Training
Education
Sacred Heart University 1987 — 1990
MBA, Business Administration
Eastern Connecticut State University 1983 — 1987
B.S., Business Administration
The New England School of Banking at Williams College 1995 — 1996
Trust Administration Program
Michael Yanocha, CFP®'s Merrill Lynch Experience May 2005 - February 2008
Job IMC at BlackRock {Institutional & UHNW ETF Strategies}
Industry Financial Services
Experience
BlackRock April 2013 - Present
BlackRock iShares March 2008 - April 2013
Merrill Lynch May 2005 - February 2008
Skills
Alternative Investments, Hedge Funds, Portfolio Management, ETFs, Due Diligence, Wealth Management, Investments, Asset Allocation, Finance, Fixed Income, Investment Management, Mutual Funds, Series 7, Wealth Management...
Education
East Stroudsburg University of Pennsylvania 2001 — 2005
BlackRock April 2013 - Present
BlackRock iShares March 2008 - April 2013
Merrill Lynch May 2005 - February 2008
Skills
Alternative Investments, Hedge Funds, Portfolio Management, ETFs, Due Diligence, Wealth Management, Investments, Asset Allocation, Finance, Fixed Income, Investment Management, Mutual Funds, Series 7, Wealth Management...
Education
East Stroudsburg University of Pennsylvania 2001 — 2005
Scott Wachino's Merrill Lynch Experience August 2001 - Present
Job Vice President Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2001 - Present
Bioanalytical Systems, Inc. December 1999 - May 2000
Brookhaven National Laboratory June 1997 - July 1999
Environmental Science & Engineering (ESE), Inc. February 1996 - June 1997
Education
Purdue University - Krannert School of Management 1999 — 2001
MBA, Operations and Marketing
Stony Brook University 1994 — 1995
MS
Earlham College 1988 — 1992
BA
high school
Merrill Lynch August 2001 - Present
Bioanalytical Systems, Inc. December 1999 - May 2000
Brookhaven National Laboratory June 1997 - July 1999
Environmental Science & Engineering (ESE), Inc. February 1996 - June 1997
Education
Purdue University - Krannert School of Management 1999 — 2001
MBA, Operations and Marketing
Stony Brook University 1994 — 1995
MS
Earlham College 1988 — 1992
BA
high school
Kelley Sullivan's Merrill Lynch Experience 2007 - 2011
Job Financial Advisor, Assistant Vice President Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2012 - Present
Merrill Lynch 2007 - 2011
Wachovia Securities Financial Network September 2003 - May 2007
Wachovia Securities Financial Network June 1997 - January 2001
Skills
Insurance, Investment Strategies, Series 7
Education
East Carolina University 1992 — 1994
Education, Adaptive Physical Education
North Carolina State University 1986 — 1990
BA, Communications
Wells Fargo Advisors, LLC 2012 - Present
Merrill Lynch 2007 - 2011
Wachovia Securities Financial Network September 2003 - May 2007
Wachovia Securities Financial Network June 1997 - January 2001
Skills
Insurance, Investment Strategies, Series 7
Education
East Carolina University 1992 — 1994
Education, Adaptive Physical Education
North Carolina State University 1986 — 1990
BA, Communications
Sanders Cockman, CFP's Merrill Lynch Experience March 1997 - Present
Job Wealth Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 1997 - Present
Education
Elon University - Martha and Spencer Love School of Business 1992 — 1994
MBA, Finance
East Carolina University 1986 — 1990
BA, Economics
Merrill Lynch March 1997 - Present
Education
Elon University - Martha and Spencer Love School of Business 1992 — 1994
MBA, Finance
East Carolina University 1986 — 1990
BA, Economics
Adam Bartley's Merrill Lynch Experience October 2011 - July 2012
Job Portfolio Manager, Financial Advisor at Maestro Wealth Advisors
Industry Financial Services
Experience
Maestro Wealth Advisors is a Member of Advisory Services Network, LLC July 2012 - Present
Merrill Lynch October 2011 - July 2012
Pershing LLC February 2006 - August 2007
Vanguard Group October 2004 - February 2006
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Equities, Retirement, Fixed Income, Retirement Planning
Education
East Carolina University - College of Business 1999 — 2001
BSBA, Management Information Systems
Maestro Wealth Advisors is a Member of Advisory Services Network, LLC July 2012 - Present
Merrill Lynch October 2011 - July 2012
Pershing LLC February 2006 - August 2007
Vanguard Group October 2004 - February 2006
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Equities, Retirement, Fixed Income, Retirement Planning
Education
East Carolina University - College of Business 1999 — 2001
BSBA, Management Information Systems
Rob Keane's Merrill Lynch Experience January 2011 - June 2012
Job Associate VP Development, Planned Giving Officer at Connecticut Children's Medical Center
Industry Financial Services
Experience
Connecticut Children's Medical Center July 2012 - Present
Merrill Lynch January 2011 - June 2012
Paychex March 2009 - January 2011
Virtus Investment Partners September 2008 - December 2008
Claymore securities January 2007 - January 2008
advest 1989 - 2006
Skills
Series 7, Mutual Funds, Securities, Asset Allocation, Investments, Wealth Management, Asset Managment, Alternative Investments, Equities, Retirement Planning, Series 63, Fixed Income
Education
University of Connecticut 1997 — 2001
MBA, Finance
Eastern Connecticut State University 1983 — 1987
bs, business
Connecticut Children's Medical Center July 2012 - Present
Merrill Lynch January 2011 - June 2012
Paychex March 2009 - January 2011
Virtus Investment Partners September 2008 - December 2008
Claymore securities January 2007 - January 2008
advest 1989 - 2006
Skills
Series 7, Mutual Funds, Securities, Asset Allocation, Investments, Wealth Management, Asset Managment, Alternative Investments, Equities, Retirement Planning, Series 63, Fixed Income
Education
University of Connecticut 1997 — 2001
MBA, Finance
Eastern Connecticut State University 1983 — 1987
bs, business
Melissa Okrasinski's Merrill Lynch Experience 2006 - 2006
Job Branch Manager and Senior Mortgage Loan Originator at CMS Mortgage Solutions
Industry Financial Services
Experience
CMS Mortgage Solutions November 2014 - Present
Corridor Mortgage Group August 2012 - November 2014
Fairway Independent Mortgage Corporation October 2009 - August 2012
Capital Fiduciary Advisors July 2006 - November 2009
Merrill Lynch 2006 - 2006
US Trust Company 2003 - 2006
First Virginia Bank February 2001 - February 2003
Education
Strayer University (VA) 2004 — 2006
Masters of Business Administration
East Carolina University - College of Business 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
CMS Mortgage Solutions November 2014 - Present
Corridor Mortgage Group August 2012 - November 2014
Fairway Independent Mortgage Corporation October 2009 - August 2012
Capital Fiduciary Advisors July 2006 - November 2009
Merrill Lynch 2006 - 2006
US Trust Company 2003 - 2006
First Virginia Bank February 2001 - February 2003
Education
Strayer University (VA) 2004 — 2006
Masters of Business Administration
East Carolina University - College of Business 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Richard Eubanks's Merrill Lynch Experience December 1993 - April 1996
Job DBA at Fidelity
Industry Computer Software
Experience
Lender Processing Services, Inc (LPS), formerly Fidelity Lending Services, Inc (FIS) 1996 - Present
LPS 1996 - 2009
Merrill Lynch December 1993 - April 1996
Education
East Carolina University
Lender Processing Services, Inc (LPS), formerly Fidelity Lending Services, Inc (FIS) 1996 - Present
LPS 1996 - 2009
Merrill Lynch December 1993 - April 1996
Education
East Carolina University
Craig Mayeux's Merrill Lynch Experience 1995 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1995 - Present
Skills
Series 7, Retirement Planning, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Retirement, Series 65, Wealth Management, Equities
Education
Ecole Supérieure de Commerce Et de Management - ESCEM 1994 — 1994
International Business
East Carolina University 1992 — 1994
Master of Business Administration (M.B.A.)
University of Notre Dame 1987 — 1991
Bachelor of Business Administration (B.B.A.), Marketing
Merrill Lynch 1995 - Present
Skills
Series 7, Retirement Planning, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Retirement, Series 65, Wealth Management, Equities
Education
Ecole Supérieure de Commerce Et de Management - ESCEM 1994 — 1994
International Business
East Carolina University 1992 — 1994
Master of Business Administration (M.B.A.)
University of Notre Dame 1987 — 1991
Bachelor of Business Administration (B.B.A.), Marketing
Matthew Bryan's Merrill Lynch Experience September 2012 - December 2014
Job Financial Advisor, Agent at Hitson Insurance
Industry Financial Services
Experience
Hitson Insurance January 2015 - Present
Merrill Lynch September 2012 - December 2014
Foothills Bank & Trust February 2010 - June 2012
BankEast October 2009 - January 2010
First Tennessee Bank March 2005 - September 2009
Skills
Finance, Loans, Mortgage Lending, Portfolio Management, Wealth Management, Lines Of Credit, Loan Origination, Retail Banking, Series 7, Strategic Financial..., Credit Risk, Investors
Education
East Tennessee State University 1998 — 2002
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Hitson Insurance January 2015 - Present
Merrill Lynch September 2012 - December 2014
Foothills Bank & Trust February 2010 - June 2012
BankEast October 2009 - January 2010
First Tennessee Bank March 2005 - September 2009
Skills
Finance, Loans, Mortgage Lending, Portfolio Management, Wealth Management, Lines Of Credit, Loan Origination, Retail Banking, Series 7, Strategic Financial..., Credit Risk, Investors
Education
East Tennessee State University 1998 — 2002
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Doug Damaro's Merrill Lynch Experience 2006 - 2008
Job VP at RBC
Industry Banking
Experience
RBC Capital Markets September 2008 - Present
Merrill Lynch 2006 - 2008
Capco 2005 - 2006
Goldman Sachs February 1990 - October 2005
Skills
Prime Brokerage, Securities Lending, Derivatives, Middle Office, Equities, Trading Systems, Hedge Funds, FX Options, Equity Derivatives, Credit Derivatives, Options, Reference Data
Education
East Stroudsburg University of Pennsylvania 1981 — 1985
Bachelor's degree, Economics
RBC Capital Markets September 2008 - Present
Merrill Lynch 2006 - 2008
Capco 2005 - 2006
Goldman Sachs February 1990 - October 2005
Skills
Prime Brokerage, Securities Lending, Derivatives, Middle Office, Equities, Trading Systems, Hedge Funds, FX Options, Equity Derivatives, Credit Derivatives, Options, Reference Data
Education
East Stroudsburg University of Pennsylvania 1981 — 1985
Bachelor's degree, Economics
Michael Romance, CFP's Merrill Lynch Experience October 1995 - September 2002
Job Vice President Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2009 - Present
UBS September 2002 - December 2009
Merrill Lynch October 1995 - September 2002
Education
Florida State University 1997 — 2000
Financial Planning
East Carolina University - College of Business 1989 — 1993
BS, Accounting
Morgan Stanley Smith Barney December 2009 - Present
UBS September 2002 - December 2009
Merrill Lynch October 1995 - September 2002
Education
Florida State University 1997 — 2000
Financial Planning
East Carolina University - College of Business 1989 — 1993
BS, Accounting
Steven Shanabrook's Merrill Lynch Experience July 2000 - November 2000
Job Business Analyst, Assistant Vice President at State Street
Industry Financial Services
Experience
State Street October 2006 - Present
Wachovia Bank May 2001 - October 2006
Accountemps February 2001 - May 2001
Merrill Lynch July 2000 - November 2000
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Portfolio Management, Financial Services, Project Management, Communication, Databases, SharePoint, Fixed Income, Account Reconciliation, Bloomberg Terminal, Fund Accounting, Asset Management, Investment Management, Securities, Mutual Funds, Equities, Derivatives, Bonds, Middle Office, Portia, Data Integration, Process Integration, Business Requirements, Requirements Gathering, Requirements Analysis, Process Improvement
Education
East Stroudsburg University of Pennsylvania 1997 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
State Street October 2006 - Present
Wachovia Bank May 2001 - October 2006
Accountemps February 2001 - May 2001
Merrill Lynch July 2000 - November 2000
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Portfolio Management, Financial Services, Project Management, Communication, Databases, SharePoint, Fixed Income, Account Reconciliation, Bloomberg Terminal, Fund Accounting, Asset Management, Investment Management, Securities, Mutual Funds, Equities, Derivatives, Bonds, Middle Office, Portia, Data Integration, Process Integration, Business Requirements, Requirements Gathering, Requirements Analysis, Process Improvement
Education
East Stroudsburg University of Pennsylvania 1997 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
C. Brian Watkins's Merrill Lynch Experience November 2003 - April 2008
Job Senior Account Consultant (Relationship Manager)
Industry Financial Services
Experience
Fiserv 2008 - Present
Merrill Lynch November 2003 - April 2008
Skills
SDLC, Equities, Salesforce.com, Relationship Management, Business Analysis, Analysis, Financial Services, Fixed Income, Process Improvement, Leadership, Series 63, Vendor Management, Program Management, Portfolio Management, CRM
Education
East Carolina University 1996 — 1998
Fiserv 2008 - Present
Merrill Lynch November 2003 - April 2008
Skills
SDLC, Equities, Salesforce.com, Relationship Management, Business Analysis, Analysis, Financial Services, Fixed Income, Process Improvement, Leadership, Series 63, Vendor Management, Program Management, Portfolio Management, CRM
Education
East Carolina University 1996 — 1998
Julius Hill's Merrill Lynch Experience March 2012 - January 2014
Job Investment Professional
Industry Financial Services
Experience
CitiGroup October 2014 - April 2015
JPMorgan Chase & Co. April 2014 - October 2014
Merrill Lynch March 2012 - January 2014
USAA January 2010 - March 2012
New York Life Insurance Company May 2008 - January 2010
Assurecor May 2007 - January 2008
Waddell & Reed December 2006 - May 2007
Skills
Retirement Planning, IRAs, Fixed Annuities, Life Insurance, Long Term Care Insurance, College Savings Plans, Investments, Retirement, Insurance, Wealth Management, Mutual Funds, Customer Service, Estate Planning, Finance, Financial Advisory, Leadership, Risk Management, Series 7
Education
Rice University 2010 — 2011
Certificate in Financial Planning, Financial Planning and Services
East Carolina University 2005 — 2007
BSBA, Finance
United States Naval Academy 2003 — 2004
Economics
CitiGroup October 2014 - April 2015
JPMorgan Chase & Co. April 2014 - October 2014
Merrill Lynch March 2012 - January 2014
USAA January 2010 - March 2012
New York Life Insurance Company May 2008 - January 2010
Assurecor May 2007 - January 2008
Waddell & Reed December 2006 - May 2007
Skills
Retirement Planning, IRAs, Fixed Annuities, Life Insurance, Long Term Care Insurance, College Savings Plans, Investments, Retirement, Insurance, Wealth Management, Mutual Funds, Customer Service, Estate Planning, Finance, Financial Advisory, Leadership, Risk Management, Series 7
Education
Rice University 2010 — 2011
Certificate in Financial Planning, Financial Planning and Services
East Carolina University 2005 — 2007
BSBA, Finance
United States Naval Academy 2003 — 2004
Economics
Scott Santorelli's Merrill Lynch Experience 1999 - 2000
Job Relationship ManagerCommercial Real Estate Banking at JPMorgan
Industry Banking
Experience
JPMorgan Chase & Co. December 2014 - Present
JPMorgan December 2005 - December 2014
UBS May 2000 - November 2005
Merrill Lynch 1999 - 2000
Skills
Equities, Securities, Hedge Funds, Financial Services, Risk Management, Banking, Derivatives, Bloomberg, Treasury Services, Employee Stock Options, Commercial Banking, Project Management, Manage Client..., Business Analysis, Relationship Management
Education
East Stroudsburg University of Pennsylvania 1985 — 1989
Bachelor of Arts (BA), Economics
JPMorgan Chase & Co. December 2014 - Present
JPMorgan December 2005 - December 2014
UBS May 2000 - November 2005
Merrill Lynch 1999 - 2000
Skills
Equities, Securities, Hedge Funds, Financial Services, Risk Management, Banking, Derivatives, Bloomberg, Treasury Services, Employee Stock Options, Commercial Banking, Project Management, Manage Client..., Business Analysis, Relationship Management
Education
East Stroudsburg University of Pennsylvania 1985 — 1989
Bachelor of Arts (BA), Economics
Chad Jennings's Merrill Lynch Experience June 2007 - August 2007
Job Manager Mergers & Acquisitions at Alpha Natural Resources
Industry Mining & Metals
Experience
Alpha Natural Resources August 2013 - Present
FBR June 2012 - August 2013
FBR June 2010 - June 2012
Allen Partners June 2008 - August 2009
Merrill Lynch June 2007 - August 2007
Skills
Valuation, Financial Modeling, Investment Banking, DCF, Corporate Finance, Energy, Coal, Mining, Business Development, Mergers, Investments, Private Equity, Finance, Mergers & Acquisitions, Due Diligence, Equities, Financial Analysis, Capital Markets
Education
High Point University 2006 — 2008
BS, Finance, Economics
East Carolina University 2004 — 2006
Business Administration
Alpha Natural Resources August 2013 - Present
FBR June 2012 - August 2013
FBR June 2010 - June 2012
Allen Partners June 2008 - August 2009
Merrill Lynch June 2007 - August 2007
Skills
Valuation, Financial Modeling, Investment Banking, DCF, Corporate Finance, Energy, Coal, Mining, Business Development, Mergers, Investments, Private Equity, Finance, Mergers & Acquisitions, Due Diligence, Equities, Financial Analysis, Capital Markets
Education
High Point University 2006 — 2008
BS, Finance, Economics
East Carolina University 2004 — 2006
Business Administration
Donnie Dishaw's Merrill Lynch Experience December 2001 - November 2008
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services Inc. The Dishaw and Karchmer Team December 2001 - Present
Merrill Lynch December 2001 - November 2008
Cuna Brokerage Services December 1995 - November 2001
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Alternative Investments, Asset Allocation, Mutual Funds, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Management, Equities, Series 63, Retirement, Securities
Education
University of Houston 1989 — 1992
B.A.
East Central University 1987 — 1988
UBS Financial Services Inc. The Dishaw and Karchmer Team December 2001 - Present
Merrill Lynch December 2001 - November 2008
Cuna Brokerage Services December 1995 - November 2001
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Alternative Investments, Asset Allocation, Mutual Funds, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Management, Equities, Series 63, Retirement, Securities
Education
University of Houston 1989 — 1992
B.A.
East Central University 1987 — 1988
Donna Brozoski's Merrill Lynch Experience 2002 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2002 - 2008
Merrill Lynch 2000 - 2002
Merrill Lynch 1999 - 2000
Merrill Lynch 1997 - 1999
Merrill Lynch 1994 - 1997
Merrill Lynch 1991 - 1994
Merrill Lynch 1987 - 1991
Merrill Lynch 1985 - 1987
Education
Eastern Connecticut State University 1981 — 1985
BS, Business
Merrill Lynch 2002 - 2008
Merrill Lynch 2000 - 2002
Merrill Lynch 1999 - 2000
Merrill Lynch 1997 - 1999
Merrill Lynch 1994 - 1997
Merrill Lynch 1991 - 1994
Merrill Lynch 1987 - 1991
Merrill Lynch 1985 - 1987
Education
Eastern Connecticut State University 1981 — 1985
BS, Business
Matt Ferraro's Merrill Lynch Experience September 2007 - March 2009
Job Senior Financial Analyst at Broadridge Financial Solutions
Industry Accounting
Experience
Broadridge Financial Solutions November 2014 - Present
MetLife August 2011 - August 2014
H&R Block October 2009 - June 2010
Merrill Lynch September 2007 - March 2009
American Express January 2001 - April 2007
Skills
Management, Account Reconciliation, Budgets, Financial Analysis, Analysis, Strategic Financial..., Leadership, Forecasting, Finance, Financial Reporting, Business Analysis, Financial Modeling, Portfolio Management, Process Improvement, Project Management, Risk Management, Strategic Planning
Education
East Stroudsburg University of Pennsylvania
Broadridge Financial Solutions November 2014 - Present
MetLife August 2011 - August 2014
H&R Block October 2009 - June 2010
Merrill Lynch September 2007 - March 2009
American Express January 2001 - April 2007
Skills
Management, Account Reconciliation, Budgets, Financial Analysis, Analysis, Strategic Financial..., Leadership, Forecasting, Finance, Financial Reporting, Business Analysis, Financial Modeling, Portfolio Management, Process Improvement, Project Management, Risk Management, Strategic Planning
Education
East Stroudsburg University of Pennsylvania
William Effing's Merrill Lynch Experience August 2011 - Present
Job VPSr. Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Johnson & Johnson August 2008 - August 2011
Merrill Lynch 2007 - 2008
Merrill Lynch 2005 - 2007
Ascensus 2003 - 2005
PFPC 2000 - 2003
Skills
Financial Analysis
Education
La Salle University - School of Business Administration 2005 — 2008
MBA, Finance
East Stroudsburg University of Pennsylvania 1996 — 2000
Bachelors, Economics
East Stroudsburg University of Pennsylvania 1996 — 2000
Bachelors, Business Management
Merrill Lynch August 2011 - Present
Johnson & Johnson August 2008 - August 2011
Merrill Lynch 2007 - 2008
Merrill Lynch 2005 - 2007
Ascensus 2003 - 2005
PFPC 2000 - 2003
Skills
Financial Analysis
Education
La Salle University - School of Business Administration 2005 — 2008
MBA, Finance
East Stroudsburg University of Pennsylvania 1996 — 2000
Bachelors, Economics
East Stroudsburg University of Pennsylvania 1996 — 2000
Bachelors, Business Management
Jeremy Kees's Merrill Lynch Experience November 2013 - Present
Job VP Associate Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Merrill Lynch November 2012 - October 2013
Patriot Asset Advisors April 2012 - November 2012
Edward Jones August 2007 - April 2012
JPMorganChase February 2006 - August 2007
Sears January 1996 - January 2006
Skills
Series 7, Mutual Funds, Employee Benefits, Finance, Management, Wealth Management, Fixed Annuities, Recruiting, Sales Operations, Sales, Retirement Planning, Insurance, 401k, Analysis, Financial Services, Uniform Combined State..., Investments
Education
East Stroudsburg University of Pennsylvania 2002 — 2005
B.S, Business Administration; Finance
Stroudsburg High School 1994 — 1998
Merrill Lynch November 2013 - Present
Merrill Lynch November 2012 - October 2013
Patriot Asset Advisors April 2012 - November 2012
Edward Jones August 2007 - April 2012
JPMorganChase February 2006 - August 2007
Sears January 1996 - January 2006
Skills
Series 7, Mutual Funds, Employee Benefits, Finance, Management, Wealth Management, Fixed Annuities, Recruiting, Sales Operations, Sales, Retirement Planning, Insurance, 401k, Analysis, Financial Services, Uniform Combined State..., Investments
Education
East Stroudsburg University of Pennsylvania 2002 — 2005
B.S, Business Administration; Finance
Stroudsburg High School 1994 — 1998
Scott Lindelow, PE's Merrill Lynch Experience December 1993 - September 1995
Job Partner at Savant Engineering, LLC
Industry Construction
Experience
Savant Engineering, LLC June 2003 - Present
Savant Facilities, LLC October 2001 - Present
KLG, Inc February 2001 - October 2001
National Westminster Bank September 1995 - June 1997
Merrill Lynch December 1993 - September 1995
Kelly, Lundstrom, George August 1985 - December 1993
W.L. Thompson Consulting Engineers October 1983 - August 1985
Skills
Construction, Engineering, Construction Management, Management, AutoCAD, Contract Management, Budgets, Contract Negotiation, Project Management, Project Planning, Value Engineering
Education
East Carolina University - College of Business 1998 — 2000
MBA, Business
Georgia Southern University 1979 — 1983
BET, Electrical Engineering Technology
Savant Engineering, LLC June 2003 - Present
Savant Facilities, LLC October 2001 - Present
KLG, Inc February 2001 - October 2001
National Westminster Bank September 1995 - June 1997
Merrill Lynch December 1993 - September 1995
Kelly, Lundstrom, George August 1985 - December 1993
W.L. Thompson Consulting Engineers October 1983 - August 1985
Skills
Construction, Engineering, Construction Management, Management, AutoCAD, Contract Management, Budgets, Contract Negotiation, Project Management, Project Planning, Value Engineering
Education
East Carolina University - College of Business 1998 — 2000
MBA, Business
Georgia Southern University 1979 — 1983
BET, Electrical Engineering Technology
Sharon Hunt's Merrill Lynch Experience 1985 - 1992
Job Human Resources Business Partner at Lakeland Health
Industry Human Resources
Experience
Lakeland Health May 2015 - Present
City of Benton Harbor, Michigan March 2014 - Present
Whirlpool Corporation February 1997 - December 2013
Manpower Office Professionals October 1995 - February 1997
IBM October 1994 - October 1995
Merrill Lynch 1985 - 1992
Skills
Teamwork, Management, Talent Management, Training, Leadership, Performance Management, Recruiting, Sales Operations, Human Resources, Forecasting, Sales, SAP, Strategic Planning, Customer Service, Process Improvement, Continuous Improvement, CRM, Employee Relations, Employee Engagement, Team Management, Call Centers, Onboarding, Change Management, Supply Chain, Time Management, Cross-functional Team..., Hiring
Education
Master of Arts, Human Resources 2008 — 2011
Master of Arts (MA), Human Resource Development, 3.95
Earlham College
BA, Psychology
Lakeland Health May 2015 - Present
City of Benton Harbor, Michigan March 2014 - Present
Whirlpool Corporation February 1997 - December 2013
Manpower Office Professionals October 1995 - February 1997
IBM October 1994 - October 1995
Merrill Lynch 1985 - 1992
Skills
Teamwork, Management, Talent Management, Training, Leadership, Performance Management, Recruiting, Sales Operations, Human Resources, Forecasting, Sales, SAP, Strategic Planning, Customer Service, Process Improvement, Continuous Improvement, CRM, Employee Relations, Employee Engagement, Team Management, Call Centers, Onboarding, Change Management, Supply Chain, Time Management, Cross-functional Team..., Hiring
Education
Master of Arts, Human Resources 2008 — 2011
Master of Arts (MA), Human Resource Development, 3.95
Earlham College
BA, Psychology
Beau Barnes's Merrill Lynch Experience November 2009 - October 2011
Job Branch Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade November 2011 - Present
Merrill Lynch November 2009 - October 2011
Bank of America March 2009 - November 2009
Bank of America October 2008 - March 2009
RolloverSystems February 2008 - October 2008
The Vanguard Group March 2004 - February 2008
Skills
Investments, Financial Services, Series 7, Series 63, CRM, Management, Retirement, Financial Advisory, Banking, Mutual Funds, Retirement Planning, Finance, Securities, Wealth Management
Education
The American College 2006 — 2008
Certified Financial Planning Program
East Carolina University - College of Business 1999 — 2003
BSBA, Managerial Finance, Business Management
Scottrade November 2011 - Present
Merrill Lynch November 2009 - October 2011
Bank of America March 2009 - November 2009
Bank of America October 2008 - March 2009
RolloverSystems February 2008 - October 2008
The Vanguard Group March 2004 - February 2008
Skills
Investments, Financial Services, Series 7, Series 63, CRM, Management, Retirement, Financial Advisory, Banking, Mutual Funds, Retirement Planning, Finance, Securities, Wealth Management
Education
The American College 2006 — 2008
Certified Financial Planning Program
East Carolina University - College of Business 1999 — 2003
BSBA, Managerial Finance, Business Management
Julie Serine Martinez's Merrill Lynch Experience August 2013 - Present
Job Director's Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Bank of America April 2011 - August 2013
Wells Fargo April 2009 - April 2011
Alltel August 2005 - April 2009
Skills
Credit, Consumer Lending, Mortgage Lending, Banking, Small Business Lending, Retail Banking, Cross Selling, Lines Of Credit, Risk Management, Refinance, Deposits, Customer Service, Credit Cards, Financial Services, Series 63, Sales, Cold Calling, Securities
Education
East Carolina University 2001 — 2005
Bachelor's, Criminal Justice
Merrill Lynch August 2013 - Present
Bank of America April 2011 - August 2013
Wells Fargo April 2009 - April 2011
Alltel August 2005 - April 2009
Skills
Credit, Consumer Lending, Mortgage Lending, Banking, Small Business Lending, Retail Banking, Cross Selling, Lines Of Credit, Risk Management, Refinance, Deposits, Customer Service, Credit Cards, Financial Services, Series 63, Sales, Cold Calling, Securities
Education
East Carolina University 2001 — 2005
Bachelor's, Criminal Justice
Tian Byra's Merrill Lynch Experience December 2005 - February 2009
Job Project Management Professional
Industry Financial Services
Experience
Merrill Lynch December 2005 - February 2009
Merrill Lynch October 2001 - December 2005
Merrill Lynch May 1999 - October 2001
Education
Earlham College 1992 — 1996
BA, Sociology/Anthropology
Merrill Lynch December 2005 - February 2009
Merrill Lynch October 2001 - December 2005
Merrill Lynch May 1999 - October 2001
Education
Earlham College 1992 — 1996
BA, Sociology/Anthropology
Nancy Ludwig's Merrill Lynch Experience 1999 - 2001
Job Store Manager at TD
Industry Financial Services
Experience
TD October 2014 - Present
Sun National Bank November 2010 - July 2014
Wachovia January 2002 - November 2008
Merrill Lynch 1999 - 2001
Merrill Lynch 1996 - 1999
Skills
Investments, Credit Analysis, Business Analysis, Financial Services, Commercial Mortgages, Sales Management, Business Development, Leadership, Series 7, CRM, Sales, Small Business Lending, Mutual Funds, Commercial Banking, Underwriting, Securities, Fixed Income, Branch Management, Marketing, Consumer Lending, Management, Series 63, Commercial Lending, Finance, Business Strategy, Coaching, Strategy, Team Building, Loans, Project Management, Team Leadership, Home Equity Loans, Mortgage Lending, Retirement, Wealth Management, Performance Management, Portfolio Management, Leadership Development, Customer Service, Reverse Mortgages, Insurance, Lines Of Credit, VA loans, Networking, Budgets, Relationship Management, Vendor Management, Financial Reporting, Strategic Planning, FHA financing
Education
East Carolina University 1982 — 1986
BSBA, Marketing
TD October 2014 - Present
Sun National Bank November 2010 - July 2014
Wachovia January 2002 - November 2008
Merrill Lynch 1999 - 2001
Merrill Lynch 1996 - 1999
Skills
Investments, Credit Analysis, Business Analysis, Financial Services, Commercial Mortgages, Sales Management, Business Development, Leadership, Series 7, CRM, Sales, Small Business Lending, Mutual Funds, Commercial Banking, Underwriting, Securities, Fixed Income, Branch Management, Marketing, Consumer Lending, Management, Series 63, Commercial Lending, Finance, Business Strategy, Coaching, Strategy, Team Building, Loans, Project Management, Team Leadership, Home Equity Loans, Mortgage Lending, Retirement, Wealth Management, Performance Management, Portfolio Management, Leadership Development, Customer Service, Reverse Mortgages, Insurance, Lines Of Credit, VA loans, Networking, Budgets, Relationship Management, Vendor Management, Financial Reporting, Strategic Planning, FHA financing
Education
East Carolina University 1982 — 1986
BSBA, Marketing
Adrian Neves, CRPC's Merrill Lynch Experience May 2008 - April 2011
Job Municipal Markets Advisor at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch July 2015 - Present
Merrill Edge May 2011 - July 2015
Merrill Lynch May 2008 - April 2011
Reuven Enterprises December 2007 - April 2008
Skills
Enterprise Content..., Client Aquisition, Strategic Financial..., Asset Allocation, Maintaining Strong..., Investor Relations, Finance, Financial Services, Hedge Funds, Investments, Portfolio Management, Wealth Management, CRM, Uniform Combined State..., Trading, Series 7, Financial Planning
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Science (MS), Investor Relations
East Stroudsburg University of Pennsylvania 2004 — 2007
Bachelor of Arts (B.A.), Economics
East Stroudsburg University of Pennsylvania 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Finance
Bank of America Merrill Lynch July 2015 - Present
Merrill Edge May 2011 - July 2015
Merrill Lynch May 2008 - April 2011
Reuven Enterprises December 2007 - April 2008
Skills
Enterprise Content..., Client Aquisition, Strategic Financial..., Asset Allocation, Maintaining Strong..., Investor Relations, Finance, Financial Services, Hedge Funds, Investments, Portfolio Management, Wealth Management, CRM, Uniform Combined State..., Trading, Series 7, Financial Planning
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Science (MS), Investor Relations
East Stroudsburg University of Pennsylvania 2004 — 2007
Bachelor of Arts (B.A.), Economics
East Stroudsburg University of Pennsylvania 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Finance
Robert Klingensmith's Merrill Lynch Experience June 2007 - Present
Job AVP, Business Support Manager at Banc of America Investments
Industry Financial Services
Experience
Merrill Lynch June 2007 - Present
Advest, Inc. 2000 - 2005
Education
Eastern Connecticut State University 1997 — 2000
Bachelors, Economics
Merrill Lynch June 2007 - Present
Advest, Inc. 2000 - 2005
Education
Eastern Connecticut State University 1997 — 2000
Bachelors, Economics
Colin Chamberlain's Merrill Lynch Experience May 2008 - August 2008
Job Business Systems Analyst & ITSM Process Specialist
Industry Information Technology and Services
Experience
Travelers October 2013 - Present
Travelers January 2013 - September 2013
Corporate Systems Associates December 2008 - January 2013
Merrill Lynch May 2008 - August 2008
Skills
Software Documentation, Business Analysis, Visio, Systems Analysis, SQL, Requirements Analysis, SharePoint, Testing, Microsoft Office, BMC Remedy, Documentation, SQL Server Management..., Windows 7, Databases, Quality Assurance, Agile Methodologies, Kanban, ITIL v3 Foundations...
Education
Eastern Connecticut State University 2003 — 2008
BA, Economics
Travelers October 2013 - Present
Travelers January 2013 - September 2013
Corporate Systems Associates December 2008 - January 2013
Merrill Lynch May 2008 - August 2008
Skills
Software Documentation, Business Analysis, Visio, Systems Analysis, SQL, Requirements Analysis, SharePoint, Testing, Microsoft Office, BMC Remedy, Documentation, SQL Server Management..., Windows 7, Databases, Quality Assurance, Agile Methodologies, Kanban, ITIL v3 Foundations...
Education
Eastern Connecticut State University 2003 — 2008
BA, Economics
Richard Chiang's Merrill Lynch Experience June 2011 - December 2012
Job Account Associate FIG at PIMCO
Industry Investment Management
Experience
PIMCO February 2015 - Present
PIMCO December 2012 - February 2015
Merrill Lynch June 2011 - December 2012
American Savings Bank June 2010 - August 2010
Territorial Savings Bank June 2009 - August 2009
Skills
Series 7, Valuation, Excel, Series 66, Microsoft Office, Retirement Planning, Financial Planning, Wealth Management, Asset Allocation, Mutual Funds, Investments, Investment Advisory, Portfolio Management, Retirement, Financial Advisory, Fixed Income, Equities, Options, Finance
Education
University of Pennsylvania 2007 — 2011
BA (Hons), International Relations, Chinese
East China Normal University 2009 — 2010
Chinese, International Relations, Economics
Punahou School 1998 — 2007
PIMCO February 2015 - Present
PIMCO December 2012 - February 2015
Merrill Lynch June 2011 - December 2012
American Savings Bank June 2010 - August 2010
Territorial Savings Bank June 2009 - August 2009
Skills
Series 7, Valuation, Excel, Series 66, Microsoft Office, Retirement Planning, Financial Planning, Wealth Management, Asset Allocation, Mutual Funds, Investments, Investment Advisory, Portfolio Management, Retirement, Financial Advisory, Fixed Income, Equities, Options, Finance
Education
University of Pennsylvania 2007 — 2011
BA (Hons), International Relations, Chinese
East China Normal University 2009 — 2010
Chinese, International Relations, Economics
Punahou School 1998 — 2007
Christopher B. Daniel's Merrill Lynch Experience September 2012 - December 2012
Job Undergraduate Finance student Rutgers Business School
Industry
Experience
Merrill Lynch September 2012 - December 2012
LingoBite February 2012 - May 2012
Chef Woo Inc. May 2011 - July 2011
Skills
Mandarin, French, Microsoft Excel, Financial Analysis
Education
Rutgers University-New Brunswick 2009 — 2013
Finance
East China Normal University
Study Abroad, Business Language and Culture Program
Merrill Lynch September 2012 - December 2012
LingoBite February 2012 - May 2012
Chef Woo Inc. May 2011 - July 2011
Skills
Mandarin, French, Microsoft Excel, Financial Analysis
Education
Rutgers University-New Brunswick 2009 — 2013
Finance
East China Normal University
Study Abroad, Business Language and Culture Program
Tamara Stalker's Merrill Lynch Experience February 1991 - September 1991
Job Investment Manager
Industry Investment Management
Experience
M.E. Zukerman & Co. May 2013 - Present
JPMorgan Chase March 2003 - January 2005
JPMorgan Chase June 1993 - March 2003
Merrill Lynch February 1991 - September 1991
Skills
Structured Finance, Financial Structuring, Fluent in French and...
Education
University of Durham 1991 — 1992
Master of Science (M.Sc.), Corporate and International Finance
University of Buckingham 1988 — 1991
B.Sc., Economics
Aiglon College, Villars, Switzerland 1986 — 1988
M.E. Zukerman & Co. May 2013 - Present
JPMorgan Chase March 2003 - January 2005
JPMorgan Chase June 1993 - March 2003
Merrill Lynch February 1991 - September 1991
Skills
Structured Finance, Financial Structuring, Fluent in French and...
Education
University of Durham 1991 — 1992
Master of Science (M.Sc.), Corporate and International Finance
University of Buckingham 1988 — 1991
B.Sc., Economics
Aiglon College, Villars, Switzerland 1986 — 1988
Patrick Schoch's Merrill Lynch Experience January 2006 - November 2006
Job Entrepreneur
Industry Construction
Experience
The Sherman Theater June 2010 - August 2011
Marathon Landscaping 2011 - 2011
Merrill Lynch January 2006 - November 2006
Skills
Strong history of..., Excellent..., MS Office Suite
Education
East Stroudsburg University of Pennsylvania 2010 — 2011
Media Communications
Eastern Arizona College 2008 — 2009
Business Management
The Sherman Theater June 2010 - August 2011
Marathon Landscaping 2011 - 2011
Merrill Lynch January 2006 - November 2006
Skills
Strong history of..., Excellent..., MS Office Suite
Education
East Stroudsburg University of Pennsylvania 2010 — 2011
Media Communications
Eastern Arizona College 2008 — 2009
Business Management
James Samuel (Sam) Neal's Merrill Lynch Experience May 2003 - January 2009
Job Financial Advisor
Industry Financial Services
Experience
Fortune 500 company January 2009 - Present
Merrill-Lynch May 2003 - January 2009
Johnston Group, LLC April 1992 - May 2003
Skills
Retirement Planning, Series 7, Series 66, Retirement Income..., 401k Rollovers
Education
Pepperdine UniversityMBA 1982 — 1984
Master of Business Administration (M.B.A.)
East Tennessee State University 1966 — 1970
Bachelor of Science (B.S.), Economics
Fortune 500 company January 2009 - Present
Merrill-Lynch May 2003 - January 2009
Johnston Group, LLC April 1992 - May 2003
Skills
Retirement Planning, Series 7, Series 66, Retirement Income..., 401k Rollovers
Education
Pepperdine UniversityMBA 1982 — 1984
Master of Business Administration (M.B.A.)
East Tennessee State University 1966 — 1970
Bachelor of Science (B.S.), Economics
Doug Maloy's Merrill Lynch Experience March 2014 - Present
Job Senior Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Merrill Lynch April 2012 - February 2014
Merrill Lynch August 2005 - April 2007
Skills
Mutual Funds, Retirement Planning, Asset Management, Series 63, Investment Advisory, Series 7, Securities, Wealth Management, Portfolio Management, Asset Allocation, Retirement, Uniform Combined State..., Investment Strategies, 401k, Fixed Annuities
Education
East Central University 1995 — 1998
Bachelor of Science (B.S.), Finance, General
Byng High School 1984 — 1987
Merrill Lynch March 2014 - Present
Merrill Lynch April 2012 - February 2014
Merrill Lynch August 2005 - April 2007
Skills
Mutual Funds, Retirement Planning, Asset Management, Series 63, Investment Advisory, Series 7, Securities, Wealth Management, Portfolio Management, Asset Allocation, Retirement, Uniform Combined State..., Investment Strategies, 401k, Fixed Annuities
Education
East Central University 1995 — 1998
Bachelor of Science (B.S.), Finance, General
Byng High School 1984 — 1987
Justin Shapiro's Merrill Lynch Experience June 2012 - August 2012
Job Portfolio Analyst at Quality Companies, LLC, Celadon Group Inc.
Industry Transportation/Trucking/Railroad
Experience
Quality Companies, LLC, Celadon Group Inc. November 2014 - Present
Residences at The Little Nell November 2013 - November 2014
Mattress Outlet February 2013 - July 2013
Merrill Lynch June 2012 - August 2012
Skills
Customer Service, Time Management, Management, Inventory Management, Restaurants, Cold Calling, Food, Telephone Skills, Purchasing, PowerPoint, Invoicing, Customer Satisfaction, Hiring, Sales, Process Scheduler, Training, Leadership, Teamwork, Process Improvement, Accounts Payable, Finance, Access, Microsoft Word, Microsoft Excel
Education
East Carolina University - College of Business 2009 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
Quality Companies, LLC, Celadon Group Inc. November 2014 - Present
Residences at The Little Nell November 2013 - November 2014
Mattress Outlet February 2013 - July 2013
Merrill Lynch June 2012 - August 2012
Skills
Customer Service, Time Management, Management, Inventory Management, Restaurants, Cold Calling, Food, Telephone Skills, Purchasing, PowerPoint, Invoicing, Customer Satisfaction, Hiring, Sales, Process Scheduler, Training, Leadership, Teamwork, Process Improvement, Accounts Payable, Finance, Access, Microsoft Word, Microsoft Excel
Education
East Carolina University - College of Business 2009 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
Sam McMillan's Merrill Lynch Experience April 2007 - November 2009
Job Accountant III at Leidos
Industry Information Technology and Services
Experience
Leidos June 2013 - Present
Knoxville Knox County CAC November 2009 - June 2013
Merrill Lynch April 2007 - November 2009
Balance The Books Accounting Service January 2001 - April 2007
Bethlehem Advanced Materials August 1999 - January 2001
Oxford Instruments March 1998 - August 1999
Shop At Home Network March 1996 - March 1998
La Grange Molded Products April 1995 - December 1995
Quaker Oats March 1994 - April 1995
Education
East Tennessee State University 1991 — 1994
Bachelor's Degree, Accounting
Walters State Community College 1989 — 1991
Associate's Degree, Computer Science
Leidos June 2013 - Present
Knoxville Knox County CAC November 2009 - June 2013
Merrill Lynch April 2007 - November 2009
Balance The Books Accounting Service January 2001 - April 2007
Bethlehem Advanced Materials August 1999 - January 2001
Oxford Instruments March 1998 - August 1999
Shop At Home Network March 1996 - March 1998
La Grange Molded Products April 1995 - December 1995
Quaker Oats March 1994 - April 1995
Education
East Tennessee State University 1991 — 1994
Bachelor's Degree, Accounting
Walters State Community College 1989 — 1991
Associate's Degree, Computer Science
Angela Sacco's Merrill Lynch Experience 1988 - 1989
Job Sales Account Manager at GK CONSULTING
Industry Marketing and Advertising
Experience
GK CONSULTING 2007 - Present
SOUTHWESTERN SALES COMPANY / ENSTAR 1998 - 2006
VIRGO PUBLISHING, INC. / 21ST CENTURY PROMOTIONS 1996 - 1997
HAZMAT ENVIRONMENTAL MANAGEMENT EXPOS 1989 - 1996
Merrill Lynch 1988 - 1989
AT&T Microelectronics 1986 - 1988
Colonial Penn Life Insurance 1983 - 1984
Skills
Customer Service, Sales, Management, Retail, Sales Management, Training, Merchandising, Time Management, Advertising, Trade Shows, Hazardous Materials, Health Promotion, Sales Promotion, Account Management, Business Development, New Business Development, Negotiation, Public Relations
Education
East Stroudsburg University of Pennsylvania 1984 — 1986
Bachelor of Science (B.S.), Hospitality Administration/Management, Marketing
Harcum College 1980 — 1982
Associate’s Degree, Tourism and Travel Services Management
GK CONSULTING 2007 - Present
SOUTHWESTERN SALES COMPANY / ENSTAR 1998 - 2006
VIRGO PUBLISHING, INC. / 21ST CENTURY PROMOTIONS 1996 - 1997
HAZMAT ENVIRONMENTAL MANAGEMENT EXPOS 1989 - 1996
Merrill Lynch 1988 - 1989
AT&T Microelectronics 1986 - 1988
Colonial Penn Life Insurance 1983 - 1984
Skills
Customer Service, Sales, Management, Retail, Sales Management, Training, Merchandising, Time Management, Advertising, Trade Shows, Hazardous Materials, Health Promotion, Sales Promotion, Account Management, Business Development, New Business Development, Negotiation, Public Relations
Education
East Stroudsburg University of Pennsylvania 1984 — 1986
Bachelor of Science (B.S.), Hospitality Administration/Management, Marketing
Harcum College 1980 — 1982
Associate’s Degree, Tourism and Travel Services Management
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank