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
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Billy Triplett, CRPC® MBA Billy Triplett, CRPC® MBA's Merrill Lynch Experience May 2011 - July 2013
Job Financial Solutions Advisor at Merrill Edge
Industry Retail
Experience
Merrill Edge July 2013 - Present
Merrill Lynch May 2011 - July 2013
Winn Dixie Stores May 1999 - May 2011
Skills
Microsoft Excel, Management, Series 7, Inventory Management, Customer Service, Microsoft Word, Leadership, Time Management, Microsoft Office, PowerPoint, Outlook, Financial Analysis, Retail, Team Leadership, Uniform Combined State..., Series 66, Professional Phone..., Financial Services, Sales, Finance, Risk Management, Analysis, Portfolio Management, Investments, Mutual Funds
Education
University of North Florida 2011 — 2012
MBA, International Business
EBS - European Business School Paris 2010 — 2010
Business, Management, Marketing, and Related Support Services
University of North Florida 2005 — 2010
BBA, Management
Saint Johns River State College 2001 — 2004
AA, General
Merrill Edge July 2013 - Present
Merrill Lynch May 2011 - July 2013
Winn Dixie Stores May 1999 - May 2011
Skills
Microsoft Excel, Management, Series 7, Inventory Management, Customer Service, Microsoft Word, Leadership, Time Management, Microsoft Office, PowerPoint, Outlook, Financial Analysis, Retail, Team Leadership, Uniform Combined State..., Series 66, Professional Phone..., Financial Services, Sales, Finance, Risk Management, Analysis, Portfolio Management, Investments, Mutual Funds
Education
University of North Florida 2011 — 2012
MBA, International Business
EBS - European Business School Paris 2010 — 2010
Business, Management, Marketing, and Related Support Services
University of North Florida 2005 — 2010
BBA, Management
Saint Johns River State College 2001 — 2004
AA, General
Caryl Beltchenko Caryl Beltchenko's Merrill Lynch Experience February 2011 - Present
Job Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2011 - Present
Morgan Stanley Smith Barney December 2010 - March 2011
Citi Personal Wealth Mgmt/ Formerly Smith Barney June 2006 - April 2010
Citicorp Investment Services May 2003 - June 2006
Smith Barney October 1989 - May 2003
EF Hutton 1985 - 1988
Skills
FINRA, Series 7, Series 24, Series 63, Securities, Mutual Funds, AML, Wealth Management, Investment Advisory, Investments, KYC, Equities, Retirement Planning, Banking, Investment Banking, Insurance, Risk Management, Due Diligence, Uniform Combined State..., Alternative Investments, Financial Risk, Financial Advisory
Education
Eastern Michigan University 1974 — 1979
BS, Political Science
Merrill Lynch February 2011 - Present
Morgan Stanley Smith Barney December 2010 - March 2011
Citi Personal Wealth Mgmt/ Formerly Smith Barney June 2006 - April 2010
Citicorp Investment Services May 2003 - June 2006
Smith Barney October 1989 - May 2003
EF Hutton 1985 - 1988
Skills
FINRA, Series 7, Series 24, Series 63, Securities, Mutual Funds, AML, Wealth Management, Investment Advisory, Investments, KYC, Equities, Retirement Planning, Banking, Investment Banking, Insurance, Risk Management, Due Diligence, Uniform Combined State..., Alternative Investments, Financial Risk, Financial Advisory
Education
Eastern Michigan University 1974 — 1979
BS, Political Science
Cindy Hailey Cindy Hailey's Merrill Lynch Experience 2010 - 2011
Job Account Manager at AdKore Staffing Group
Industry Staffing and Recruiting
Experience
AdKore Staffing Group 2012 - Present
Merrill Lynch 2010 - 2011
MRI Sales Consultants 2009 - 2010
Skills
Recruiting, Sales, Marketing
Education
Eastern Oklahoma State College 1980 — 1982
AdKore Staffing Group 2012 - Present
Merrill Lynch 2010 - 2011
MRI Sales Consultants 2009 - 2010
Skills
Recruiting, Sales, Marketing
Education
Eastern Oklahoma State College 1980 — 1982
DC Ridley, DC Ridley,'s Merrill Lynch Experience 1991 - 2000
Job eCommerce is the way...
Industry Marketing and Advertising
Experience
Internet 2010 - Present
Humana 2001 - 2006
Merrill Lynch 1991 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Photoshop, Teaching, HTML, Sales, Social Media Marketing, Social Media, Entrepreneurship, Strategic Planning, E-commerce, Web Design, Public Relations, Marketing Strategy, SEO, Coaching, Training, Marketing Communications, Team Building, Marketing, Digital Marketing, Account Management, Facebook, Sales Management, Social Networking, Advertising, Online Marketing, Project Management, Public Speaking, Blogging, Leadership, Online Advertising, Direct Marketing, Budgets, Fundraising, Email Marketing, New Business Development, Market Research, Negotiation
Education
Woodrow Wilson College of Law 1974 — 1977
(J.D.), Law
Eastern Kentucky University 1967 — 1971
Bachelor's degree, Speach
Internet 2010 - Present
Humana 2001 - 2006
Merrill Lynch 1991 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Photoshop, Teaching, HTML, Sales, Social Media Marketing, Social Media, Entrepreneurship, Strategic Planning, E-commerce, Web Design, Public Relations, Marketing Strategy, SEO, Coaching, Training, Marketing Communications, Team Building, Marketing, Digital Marketing, Account Management, Facebook, Sales Management, Social Networking, Advertising, Online Marketing, Project Management, Public Speaking, Blogging, Leadership, Online Advertising, Direct Marketing, Budgets, Fundraising, Email Marketing, New Business Development, Market Research, Negotiation
Education
Woodrow Wilson College of Law 1974 — 1977
(J.D.), Law
Eastern Kentucky University 1967 — 1971
Bachelor's degree, Speach
Jack Brusewitz Jack Brusewitz's Merrill Lynch Experience September 1984 - August 1989
Job Senior Vice PresidentPublic Finance Banker at Hilliard Lyons
Industry Investment Banking
Experience
Hilliard Lyons January 2013 - Present
Great Lakes Capital Markets, LLC April 2008 - Present
Quarton Partners May 2010 - June 2012
Raleigh Michigan Studios July 2011 - December 2011
Oppenheimer & Co. April 2004 - March 2008
Energy Systems Group October 2001 - April 2004
Paine Webber August 1989 - June 1991
Merrill Lynch September 1984 - August 1989
Skills
Hedging, Series 7, Alternative Investments, Investments, Securities, Series 63, Bonds, Investment Banking, Estate Planning, Retirement Planning, Capital Markets, FINRA, Finance, Banking, Asset Allocation, Portfolio Management, Mutual Funds, Equities, Wealth Management, Investment Strategies, Private Equity, Mergers & Acquisitions, Financial Services, Valuation, Investment Advisory, Fixed Income, Asset Management, Hedge Funds, Financial Advisory, Financial Modeling, Options, Bloomberg, Trading, Structured Finance, Investor Relations, Funding, Due Diligence, Emerging Markets, Derivatives, Venture Capital, Financial Analysis, Corporate Finance, Wealth Management..., Financial Markets, Financial Structuring, Series 24, Loans, Strategic Financial..., Credit Analysis
Education
Eastern Michigan University 1977 — 1982
BBA, Marketing
De La Salle Collegiate High School 1973 — 1977
Hilliard Lyons January 2013 - Present
Great Lakes Capital Markets, LLC April 2008 - Present
Quarton Partners May 2010 - June 2012
Raleigh Michigan Studios July 2011 - December 2011
Oppenheimer & Co. April 2004 - March 2008
Energy Systems Group October 2001 - April 2004
Paine Webber August 1989 - June 1991
Merrill Lynch September 1984 - August 1989
Skills
Hedging, Series 7, Alternative Investments, Investments, Securities, Series 63, Bonds, Investment Banking, Estate Planning, Retirement Planning, Capital Markets, FINRA, Finance, Banking, Asset Allocation, Portfolio Management, Mutual Funds, Equities, Wealth Management, Investment Strategies, Private Equity, Mergers & Acquisitions, Financial Services, Valuation, Investment Advisory, Fixed Income, Asset Management, Hedge Funds, Financial Advisory, Financial Modeling, Options, Bloomberg, Trading, Structured Finance, Investor Relations, Funding, Due Diligence, Emerging Markets, Derivatives, Venture Capital, Financial Analysis, Corporate Finance, Wealth Management..., Financial Markets, Financial Structuring, Series 24, Loans, Strategic Financial..., Credit Analysis
Education
Eastern Michigan University 1977 — 1982
BBA, Marketing
De La Salle Collegiate High School 1973 — 1977
Michelle Ferber Michelle Ferber's Merrill Lynch Experience January 2011 - October 2012
Job Sr. Business Research Analyst at Jacksonville Transportation Authority (JTA)
Industry Financial Services
Experience
Jacksonville Transportation Authority September 2014 - Present
Deutsche Bank 2012 - Present
Merrill Lynch January 2011 - October 2012
Merrill Lynch 2010 - 2012
Winn-Dixie 2008 - 2008
Skills
Project Management, Investment Banking, Ground Transportation, Banking, Project Planning, Liaison, Financial Analysis, Board of Directors..., Project Coordination
Education
Ecole supérieure de Commerce de Rennes
Certificate in International Business
Nova Southeastern University
Master’s, Business Administration
University of North Florida
B.A. Bachelor of Business, Marketing
Jacksonville Transportation Authority September 2014 - Present
Deutsche Bank 2012 - Present
Merrill Lynch January 2011 - October 2012
Merrill Lynch 2010 - 2012
Winn-Dixie 2008 - 2008
Skills
Project Management, Investment Banking, Ground Transportation, Banking, Project Planning, Liaison, Financial Analysis, Board of Directors..., Project Coordination
Education
Ecole supérieure de Commerce de Rennes
Certificate in International Business
Nova Southeastern University
Master’s, Business Administration
University of North Florida
B.A. Bachelor of Business, Marketing
Marc Allen Brown's Merrill Lynch Experience January 2003 - December 2004
Job Brown, Guandolo, Onuska & Orr
Industry Investment Management
Experience
MBCG Co-Portfolio Manager January 2011 - Present
Brown, Guandolo, Onuska & Orr July 2007 - Present
Smith Barney Citigroup December 2004 - July 2007
Merrill Lynch January 2003 - December 2004
Millennium Capital Management 2000 - 2002
Skills
Portfolio Management, Wealth Management, Alternative Investments, Trust and Estate..., Insurance Solutions, Private Banking, Mergers & Acquisitions, Insurance, Public Speaking, Social Media Marketing, Event Management, Wealth, Leadership, Social Media, Strategic Planning, Event Planning, Social Networking, Customer Service, Management, Investments, Finance, Marketing, Securities, Strategy, Fundraising
Education
University of Pennsylvania - The Wharton School
Advanced Planning Certificate Program
The University of Connecticut
Edinboro University of Pennsylvania
United States Marine Corps
Howard University
Coatesville Area Senior High
MBCG Co-Portfolio Manager January 2011 - Present
Brown, Guandolo, Onuska & Orr July 2007 - Present
Smith Barney Citigroup December 2004 - July 2007
Merrill Lynch January 2003 - December 2004
Millennium Capital Management 2000 - 2002
Skills
Portfolio Management, Wealth Management, Alternative Investments, Trust and Estate..., Insurance Solutions, Private Banking, Mergers & Acquisitions, Insurance, Public Speaking, Social Media Marketing, Event Management, Wealth, Leadership, Social Media, Strategic Planning, Event Planning, Social Networking, Customer Service, Management, Investments, Finance, Marketing, Securities, Strategy, Fundraising
Education
University of Pennsylvania - The Wharton School
Advanced Planning Certificate Program
The University of Connecticut
Edinboro University of Pennsylvania
United States Marine Corps
Howard University
Coatesville Area Senior High
Danny McCarville Danny McCarville's Merrill Lynch Experience January 2009 - March 2009
Job RealTime Power Trader at Shell Energy
Industry Oil & Energy
Experience
Shell October 2014 - Present
Shell Trading December 2010 - October 2014
Principal Financial Group April 2010 - November 2010
Merrill Lynch January 2009 - March 2009
Skills
Customer Service, Customer Relations, Microsoft Excel, Energy, Natural Gas, Microsoft Word, Contract Management, Analysis, Trading, Risk Management
Education
Eastern Washington University 2005 — 2009
Bachelor of Arts (BA), in Finance; Minor: Economics & Communications
Shell October 2014 - Present
Shell Trading December 2010 - October 2014
Principal Financial Group April 2010 - November 2010
Merrill Lynch January 2009 - March 2009
Skills
Customer Service, Customer Relations, Microsoft Excel, Energy, Natural Gas, Microsoft Word, Contract Management, Analysis, Trading, Risk Management
Education
Eastern Washington University 2005 — 2009
Bachelor of Arts (BA), in Finance; Minor: Economics & Communications
Samantha Fenger Samantha Fenger's Merrill Lynch Experience 2010 - 2011
Job City of Largo Commissioner
Industry Government Administration
Experience
City of Largo November 2014 - Present
Samantha Fenger for Largo City Commission, Seat 2 January 2014 - November 2014
Big Brothers Big Sisters of Pinellas County 2012 - 2014
ITT Technical Institute 2011 - 2012
Merrill Lynch 2010 - 2011
City of Tampa 2006 - 2009
Pinellas County Government 2001 - 2006
Skills
Community Outreach, Event Planning, Non-profits, Grant Writing, Fundraising, Grants, Program Development, Volunteer Management, Strategic Planning, Community Development, Media Relations, Volunteer Recruiting, Economic Development, Newsletters, Marketing, Program Management, Policy, Social Networking, Project Planning, Budgets, Management, Team Building, Recruiting, Leadership Development, Proposal Writing, Career Counseling, Analysis, Marketing Communications, Human Resources, Training, Microsoft Office, Organizational..., Social Media Marketing, Time Management, Customer Service, Higher Education, Networking, Government, Coaching, Resume Writing, Project Management, Staff Development, PowerPoint, Workshop Facilitation, Team Leadership, Marketing Strategy, Teamwork, Nonprofits, Advertising, Teaching
Education
Eckerd College
BA
Marylhurst University
Master of Business Administration (MBA)
City of Largo November 2014 - Present
Samantha Fenger for Largo City Commission, Seat 2 January 2014 - November 2014
Big Brothers Big Sisters of Pinellas County 2012 - 2014
ITT Technical Institute 2011 - 2012
Merrill Lynch 2010 - 2011
City of Tampa 2006 - 2009
Pinellas County Government 2001 - 2006
Skills
Community Outreach, Event Planning, Non-profits, Grant Writing, Fundraising, Grants, Program Development, Volunteer Management, Strategic Planning, Community Development, Media Relations, Volunteer Recruiting, Economic Development, Newsletters, Marketing, Program Management, Policy, Social Networking, Project Planning, Budgets, Management, Team Building, Recruiting, Leadership Development, Proposal Writing, Career Counseling, Analysis, Marketing Communications, Human Resources, Training, Microsoft Office, Organizational..., Social Media Marketing, Time Management, Customer Service, Higher Education, Networking, Government, Coaching, Resume Writing, Project Management, Staff Development, PowerPoint, Workshop Facilitation, Team Leadership, Marketing Strategy, Teamwork, Nonprofits, Advertising, Teaching
Education
Eckerd College
BA
Marylhurst University
Master of Business Administration (MBA)
Abigail (Barker) Spahich's Merrill Lynch Experience December 2012 - February 2013
Job GWIM OPS Team Manager at Bank of America
Industry Banking
Experience
Bank of America February 2013 - Present
Merrill Lynch December 2012 - February 2013
Bank of America June 2011 - December 2012
Bank of America July 2010 - June 2011
OfficeMax October 2009 - July 2010
Skills
Cross Selling, Loans, Banking, Process Improvement, Credit, Team Leadership, Brokerage, Customer-focused Service, Management, Customer Service, Leadership, Vendor Management, Coaching, Call Centers, CRM, Team Management, Team Building, Microsoft Office, Training, Customer Satisfaction, Retail Banking, Microsoft Word, Financial Services, Sales, Public Speaking, Event Planning, Project Management
Education
Eastern Washington University 2006 — 2008
Economics
Spokane Falls Community College 2004 — 2006
Associate's degree, Business Administration and Management, General
Bank of America February 2013 - Present
Merrill Lynch December 2012 - February 2013
Bank of America June 2011 - December 2012
Bank of America July 2010 - June 2011
OfficeMax October 2009 - July 2010
Skills
Cross Selling, Loans, Banking, Process Improvement, Credit, Team Leadership, Brokerage, Customer-focused Service, Management, Customer Service, Leadership, Vendor Management, Coaching, Call Centers, CRM, Team Management, Team Building, Microsoft Office, Training, Customer Satisfaction, Retail Banking, Microsoft Word, Financial Services, Sales, Public Speaking, Event Planning, Project Management
Education
Eastern Washington University 2006 — 2008
Economics
Spokane Falls Community College 2004 — 2006
Associate's degree, Business Administration and Management, General
Ashley Holahan's Merrill Lynch Experience October 2007 - August 2009
Job Regional Resource Manager at CEI (ceiamerica.com)
Industry Staffing and Recruiting
Experience
CEI (ceiamerica.com) April 2014 - Present
Kforce August 2013 - February 2014
EDMC August 2009 - August 2012
Merrill Lynch October 2007 - August 2009
Skills
Boolean Logic, Leadership, Corporate Recruiting, Boolean Searching, Training, Program Management, Temporary Placement, Finance, Internet Recruiting, Risk Management, Higher Education, Recruiting, Project Management, Banking, Consulting, Financial Services, Retail, Technical Recruiting, Fundraising, Strategic Communications, Management, Information Technology, Professional Services, Interviews, SDLC, Talent Acquisition
Education
Edinboro University of Pennsylvania 2001 — 2005
Bachelor of Arts (BA), Sociology
CEI (ceiamerica.com) April 2014 - Present
Kforce August 2013 - February 2014
EDMC August 2009 - August 2012
Merrill Lynch October 2007 - August 2009
Skills
Boolean Logic, Leadership, Corporate Recruiting, Boolean Searching, Training, Program Management, Temporary Placement, Finance, Internet Recruiting, Risk Management, Higher Education, Recruiting, Project Management, Banking, Consulting, Financial Services, Retail, Technical Recruiting, Fundraising, Strategic Communications, Management, Information Technology, Professional Services, Interviews, SDLC, Talent Acquisition
Education
Edinboro University of Pennsylvania 2001 — 2005
Bachelor of Arts (BA), Sociology
Omar Farghal Omar Farghal's Merrill Lynch Experience April 2010 - October 2010
Job Business Analyst at Pyramid Consulting International
Industry Management Consulting
Experience
Pyramid Consulting International August 2015 - Present
Northwestern Mutual August 2013 - July 2015
Northwestern Mutual May 2012 - July 2013
Pyramid Consulting International January 2007 - April 2012
Merrill Lynch April 2010 - October 2010
BC YU Martial Arts April 2006 - April 2009
Running Fit April 2006 - May 2007
Skills
Microsoft Excel, Spreadsheets, PowerPoint, Entrepreneurship, Marketing, Sales, Public Speaking, Social Networking, Microsoft Office, Research, Analysis, Data Analysis, Nonprofits, Teamwork, Access, Event Planning, Public Relations
Education
Michigan State University 2011 — 2013
BBA, Finance, General, 3.85 Cumulative GPA
Eastern Michigan University 2008 — 2011
Bachelors, Finance and Marketing
Pyramid Consulting International August 2015 - Present
Northwestern Mutual August 2013 - July 2015
Northwestern Mutual May 2012 - July 2013
Pyramid Consulting International January 2007 - April 2012
Merrill Lynch April 2010 - October 2010
BC YU Martial Arts April 2006 - April 2009
Running Fit April 2006 - May 2007
Skills
Microsoft Excel, Spreadsheets, PowerPoint, Entrepreneurship, Marketing, Sales, Public Speaking, Social Networking, Microsoft Office, Research, Analysis, Data Analysis, Nonprofits, Teamwork, Access, Event Planning, Public Relations
Education
Michigan State University 2011 — 2013
BBA, Finance, General, 3.85 Cumulative GPA
Eastern Michigan University 2008 — 2011
Bachelors, Finance and Marketing
Alayne Linton Alayne Linton's Merrill Lynch Experience July 1997 - December 2000
Job Experienced Sales Professional
Industry Furniture
Experience
Corporate Facilities, Inc. (CFI) January 2013 - Present
Kerr Corporation December 2011 - November 2012
sanofi-aventis January 2007 - April 2011
Pfizer 2002 - 2007
Ventiv Health March 2001 - May 2002
Merrill Lynch July 1997 - December 2000
Skills
Marketing, Training, Sales Operations, Selling Skills, Healthcare, Pharmaceutical Sales, Cardiology, Pharmaceutical Industry, Sales Effectiveness, Marketing Strategy, Leadership, Customer Service, Product Launch, Account Management, Hospitals, Sales Presentations, Strategic Planning, Team Building, Microsoft Office, Cross-functional Team..., Forecasting, Public Speaking, New Business Development, Coaching, Sales Process, Sales
Education
Eastern Michigan University
Bachelor of Science (B.S.), Sports Medicine - Exercise Science, 3.4/4.0
Corporate Facilities, Inc. (CFI) January 2013 - Present
Kerr Corporation December 2011 - November 2012
sanofi-aventis January 2007 - April 2011
Pfizer 2002 - 2007
Ventiv Health March 2001 - May 2002
Merrill Lynch July 1997 - December 2000
Skills
Marketing, Training, Sales Operations, Selling Skills, Healthcare, Pharmaceutical Sales, Cardiology, Pharmaceutical Industry, Sales Effectiveness, Marketing Strategy, Leadership, Customer Service, Product Launch, Account Management, Hospitals, Sales Presentations, Strategic Planning, Team Building, Microsoft Office, Cross-functional Team..., Forecasting, Public Speaking, New Business Development, Coaching, Sales Process, Sales
Education
Eastern Michigan University
Bachelor of Science (B.S.), Sports Medicine - Exercise Science, 3.4/4.0
Paul Mugerditchian Paul Mugerditchian's Merrill Lynch Experience 1985 - 2001
Job President Dot Transportation, Inc
Industry Transportation/Trucking/Railroad
Experience
Dot Transportation, Inc 2001 - Present
Merrill Lynch 1985 - 2001
Skills
Leadership Development, Strategic Leadership, Transportation, Start-ups, Social Media, Business Strategy, Logistics, Process Improvement, Marketing Strategy, Strategic Planning, Sales Management, Sales, New Business Development, Supply Chain, Contract Negotiation, Operations Management, Trucking, Leadership, Truckload, LTL, Team Building, Supply Chain Management, Negotiation, Forecasting, Inventory Management, Warehousing, 3PL, Budgets, P&L Management, P&L, Pricing, Purchasing
Education
Eastern Illinois University 1976 — 1981
Master of Arts (M.A.), Economics
Dot Transportation, Inc 2001 - Present
Merrill Lynch 1985 - 2001
Skills
Leadership Development, Strategic Leadership, Transportation, Start-ups, Social Media, Business Strategy, Logistics, Process Improvement, Marketing Strategy, Strategic Planning, Sales Management, Sales, New Business Development, Supply Chain, Contract Negotiation, Operations Management, Trucking, Leadership, Truckload, LTL, Team Building, Supply Chain Management, Negotiation, Forecasting, Inventory Management, Warehousing, 3PL, Budgets, P&L Management, P&L, Pricing, Purchasing
Education
Eastern Illinois University 1976 — 1981
Master of Arts (M.A.), Economics
Greg Templeton's Merrill Lynch Experience August 2001 - March 2003
Job VP, Home Lending Residential Regional Manager at Umpqua Bank
Industry Banking
Experience
Umpqua Bank Branch ManagerSterling BankNovember 2010 - May 2014
Prime Lending July 2009 - November 2010
National City Mortgage August 2008 - July 2009
GMAC Mortgage March 2003 - August 2008
Merrill Lynch August 2001 - March 2003
UBS Paine Webber July 2000 - August 2001
Old Kent Bank/Republic Mortgage March 1999 - April 2000
Premier Mortgage Northwest December 1997 - March 1999
Custodial Supply Company August 1996 - August 1998
Peirone Produce Company May 1986 - July 1996
Skills
Mortgage Lending, Loans, Finance, Residential Homes, Sales, Credit, Banking, FHA, Loan Origination, Mortgage Banking, Residential Mortgages, Refinance, Credit Analysis, Commercial Lending, Consumer Lending
Education
Eastern Washington University 1989 — 1991
Bachelor's Degree, Radio Television Production
Spokane Falls Community College 1984 — 1986
Associate's Degree
Umpqua Bank Branch ManagerSterling BankNovember 2010 - May 2014
Prime Lending July 2009 - November 2010
National City Mortgage August 2008 - July 2009
GMAC Mortgage March 2003 - August 2008
Merrill Lynch August 2001 - March 2003
UBS Paine Webber July 2000 - August 2001
Old Kent Bank/Republic Mortgage March 1999 - April 2000
Premier Mortgage Northwest December 1997 - March 1999
Custodial Supply Company August 1996 - August 1998
Peirone Produce Company May 1986 - July 1996
Skills
Mortgage Lending, Loans, Finance, Residential Homes, Sales, Credit, Banking, FHA, Loan Origination, Mortgage Banking, Residential Mortgages, Refinance, Credit Analysis, Commercial Lending, Consumer Lending
Education
Eastern Washington University 1989 — 1991
Bachelor's Degree, Radio Television Production
Spokane Falls Community College 1984 — 1986
Associate's Degree
Josephine Saraswati Josephine Saraswati's Merrill Lynch Experience June 2011 - July 2011
Job Supply Chain Analyst at Kerry
Industry
Experience
Kerry July 2014 - Present
Ace Hardware June 2013 - July 2013
Merrill Lynch June 2011 - July 2011
BCA Securities June 2010 - August 2010
Skills
Matlab, SAP, Forecasting, HTML, Arena Simulation..., Microsoft Excel
Education
University of Wisconsin-Madison 2013 — 2014
Master of Science (M.S.), Industrial and Systems Engineering
University of Wisconsin-Madison 2010 — 2013
Bachelor of Science (B.S.), Industrial and Systems Engineering
Edgewood College 2009 — 2010
Kerry July 2014 - Present
Ace Hardware June 2013 - July 2013
Merrill Lynch June 2011 - July 2011
BCA Securities June 2010 - August 2010
Skills
Matlab, SAP, Forecasting, HTML, Arena Simulation..., Microsoft Excel
Education
University of Wisconsin-Madison 2013 — 2014
Master of Science (M.S.), Industrial and Systems Engineering
University of Wisconsin-Madison 2010 — 2013
Bachelor of Science (B.S.), Industrial and Systems Engineering
Edgewood College 2009 — 2010
Caryn (Miller) Kingseed Caryn (Miller) Kingseed's Merrill Lynch Experience January 1990 - April 1996
Job Treasurer at Elgin Master Chorale, Inc.
Industry Investment Management
Experience
Elgin Master Chorale, Inc. July 2012 - Present
Self-employed October 2011 - Present
Elgin Choral Union Inc. July 2006 - June 2012
Elgin Choral Union Inc. July 2004 - June 2006
Merrill Lynch January 1990 - April 1996
Merrill Lynch January 1984 - January 1990
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Investments, Corporate Finance, Alternative Investments, Finance, Valuation, Portfolio Management, Capital Markets, Asset Management, Equities, Managerial Finance, Private Equity, Due Diligence
Education
Eastern Illinois University 1979 — 1983
Bachelor of Science (B.S.), Business Administration, Management and Operations
Glenbard East
Elgin Master Chorale, Inc. July 2012 - Present
Self-employed October 2011 - Present
Elgin Choral Union Inc. July 2006 - June 2012
Elgin Choral Union Inc. July 2004 - June 2006
Merrill Lynch January 1990 - April 1996
Merrill Lynch January 1984 - January 1990
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Investments, Corporate Finance, Alternative Investments, Finance, Valuation, Portfolio Management, Capital Markets, Asset Management, Equities, Managerial Finance, Private Equity, Due Diligence
Education
Eastern Illinois University 1979 — 1983
Bachelor of Science (B.S.), Business Administration, Management and Operations
Glenbard East
Pavel Gerasimchuk Pavel Gerasimchuk's Merrill Lynch Experience 2011 - 2012
Job Marketing Consultant Helping Small Businesses To Increase Sales, Get Your FREE Client Getting Report, Read Summary Below
Industry Marketing and Advertising
Experience
COUNTRY Financial® July 2013 - Present
Dynamic Profit System December 2012 - July 2013
Merrill Lynch 2011 - 2012
Local Online Media Marketing December 2009 - September 2011
Spokane International Translation 2009 - 2011
Windermere Real Estate March 2004 - December 2009
USGS November 2008 - April 2009
Washington State University, Cooperative Extension 2003 - 2004
Spokane Public Shool District 81 2001 - 2003
Skills
Sales, Customer Service, Marketing, Strategic Planning, Social Media, Marketing Strategy, Coaching, Wealth Management, Consulting, Research, Selling, Facebook, Nonprofits, Social Networking, Marketing Consulting, Medicine, Non-profits, Leadership, Public Speaking, Management, Online Marketing, Email Marketing, Product Marketing
Education
Eastern Washington University 1999 — 2001
Bachelor's, Geology/Earth Science, General
Spokane Community College 1996 — 1998
AAS, Hydrology and Water Resources Science
COUNTRY Financial® July 2013 - Present
Dynamic Profit System December 2012 - July 2013
Merrill Lynch 2011 - 2012
Local Online Media Marketing December 2009 - September 2011
Spokane International Translation 2009 - 2011
Windermere Real Estate March 2004 - December 2009
USGS November 2008 - April 2009
Washington State University, Cooperative Extension 2003 - 2004
Spokane Public Shool District 81 2001 - 2003
Skills
Sales, Customer Service, Marketing, Strategic Planning, Social Media, Marketing Strategy, Coaching, Wealth Management, Consulting, Research, Selling, Facebook, Nonprofits, Social Networking, Marketing Consulting, Medicine, Non-profits, Leadership, Public Speaking, Management, Online Marketing, Email Marketing, Product Marketing
Education
Eastern Washington University 1999 — 2001
Bachelor's, Geology/Earth Science, General
Spokane Community College 1996 — 1998
AAS, Hydrology and Water Resources Science
George Paccerelli George Paccerelli's Merrill Lynch Experience 1986 - 1989
Job Administrator at Los Angeles County
Industry Government Administration
Experience
Los Angeles County 1997 - Present
State Compensation Insurance Fund March 1989 - March 1992
United States Air Force May 1977 - September 1991
Merrill Lynch 1986 - 1989
Skills
Employee Management, Employee Development, Talent Acquisition, Program Evaluation, Program Management, Public Policy, Policy Analysis, Policy Writing, Project Management, Project Planning, Project Coordination, Event Management, Event Planning, Leadership, Strategic Planning, Analysis, Human Resources, Government Contracting, Policy, Military, Government, Security, Leadership Development, Public Speaking, Public Relations, Team Building
Education
Eastern Washington University
Bachelor of Business Administration (BBA), Dual Major Management and Finance, minor Economics
University of California, Los Angeles
Human Resources Management and Services
Los Angeles County 1997 - Present
State Compensation Insurance Fund March 1989 - March 1992
United States Air Force May 1977 - September 1991
Merrill Lynch 1986 - 1989
Skills
Employee Management, Employee Development, Talent Acquisition, Program Evaluation, Program Management, Public Policy, Policy Analysis, Policy Writing, Project Management, Project Planning, Project Coordination, Event Management, Event Planning, Leadership, Strategic Planning, Analysis, Human Resources, Government Contracting, Policy, Military, Government, Security, Leadership Development, Public Speaking, Public Relations, Team Building
Education
Eastern Washington University
Bachelor of Business Administration (BBA), Dual Major Management and Finance, minor Economics
University of California, Los Angeles
Human Resources Management and Services
Kurt Schulz's Merrill Lynch Experience 2003 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2003 - Present
Buffalo Bills, Detroit Lions 1992 - 2002
Skills
Alternative Investments, Analysis, Asset Allocation, Banking, Budgets, Business Development, Business Planning, Business Strategy, Coaching, Credit, Customer Service, Entrepreneurship, Equities, Financial Analysis, Financial Modeling, Forecasting, Insurance, Investment Advisory, Investments, Leadership, Loans, Management, Management Consulting, Marketing, Mergers, Mortgage Banking, Mortgage Lending, Mutual Funds, New Business Development, Portfolio Management, Public Speaking, Retirement, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Strategic Planning, Wealth Management
Education
Eastern Washington University 1987 — 1991
Bachelor of Arts (B.A.), Accounting
Merrill Lynch 2003 - Present
Buffalo Bills, Detroit Lions 1992 - 2002
Skills
Alternative Investments, Analysis, Asset Allocation, Banking, Budgets, Business Development, Business Planning, Business Strategy, Coaching, Credit, Customer Service, Entrepreneurship, Equities, Financial Analysis, Financial Modeling, Forecasting, Insurance, Investment Advisory, Investments, Leadership, Loans, Management, Management Consulting, Marketing, Mergers, Mortgage Banking, Mortgage Lending, Mutual Funds, New Business Development, Portfolio Management, Public Speaking, Retirement, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Strategic Planning, Wealth Management
Education
Eastern Washington University 1987 — 1991
Bachelor of Arts (B.A.), Accounting
Ken Henderson Ken Henderson's Merrill Lynch Experience July 2007 - July 2009
Job Mechanical Development Team Lead
Industry Mechanical or Industrial Engineering
Experience
ASML July 2014 - Present
ASML July 2013 - July 2014
ASML January 2013 - June 2013
ASML November 2011 - January 2013
Ascent Telecommunications March 2002 - November 2011
Merrill Lynch July 2007 - July 2009
Xerox February 1984 - December 2006
Skills
Mechanical Engineering, Electrical Engineering, CAD, CAE, Finite Element Analysis, Automation, Product Development, Team Building, Analysis, Problem Solving, Simulation, Microsoft Office, Program Management, Business Strategy, Research, Coaching, Technical Writing, Marketing Strategy, English, Simulations, Engineering, Strategy, Entrepreneurship, Business Development, Leadership, Project Management, Integration, CRM, Management, Manufacturing, Strategic Planning, Cross-functional Team..., Process Improvement
Education
University of Rochester 1990 — 1995
Master of Science, Electrical Engineering
Syracuse University 1979 — 1983
Bachelor of Science, Mechanical Engineering
Eastman School of Music 1978 — 1979
Howard Hanson Certificate of Merit, Piano
Hochstein School of Music 1976 — 1978
Mark V. Ruda Scholarship, Piano
ASML July 2014 - Present
ASML July 2013 - July 2014
ASML January 2013 - June 2013
ASML November 2011 - January 2013
Ascent Telecommunications March 2002 - November 2011
Merrill Lynch July 2007 - July 2009
Xerox February 1984 - December 2006
Skills
Mechanical Engineering, Electrical Engineering, CAD, CAE, Finite Element Analysis, Automation, Product Development, Team Building, Analysis, Problem Solving, Simulation, Microsoft Office, Program Management, Business Strategy, Research, Coaching, Technical Writing, Marketing Strategy, English, Simulations, Engineering, Strategy, Entrepreneurship, Business Development, Leadership, Project Management, Integration, CRM, Management, Manufacturing, Strategic Planning, Cross-functional Team..., Process Improvement
Education
University of Rochester 1990 — 1995
Master of Science, Electrical Engineering
Syracuse University 1979 — 1983
Bachelor of Science, Mechanical Engineering
Eastman School of Music 1978 — 1979
Howard Hanson Certificate of Merit, Piano
Hochstein School of Music 1976 — 1978
Mark V. Ruda Scholarship, Piano
Culver Stone Culver Stone's Merrill Lynch Experience June 2006 - February 2009
Job
Industry
Experience
US Army Retired January 1988 - July 2012
Merrill Lynch June 2006 - February 2009
Merrill Lynch November 1999 - June 2006
Merrill Lynch January 1999 - November 1999
Merrill Lynch October 1996 - December 1998
Merrill Lynch August 1988 - October 1996
US Army June 1964 - January 1988
Education
Webster University 1984 — 1986
Master of Arts (M.A.), Organizational Behavior Studies, 4.0
US Army Command & General Staff College 1984 — 1985
Certificate, Military Operational Art and Science/Studies
Eastern Washington University 1971 — 1973
Bachelor of Arts (B.A.), Political Science and Government, 3.95
US Army Retired January 1988 - July 2012
Merrill Lynch June 2006 - February 2009
Merrill Lynch November 1999 - June 2006
Merrill Lynch January 1999 - November 1999
Merrill Lynch October 1996 - December 1998
Merrill Lynch August 1988 - October 1996
US Army June 1964 - January 1988
Education
Webster University 1984 — 1986
Master of Arts (M.A.), Organizational Behavior Studies, 4.0
US Army Command & General Staff College 1984 — 1985
Certificate, Military Operational Art and Science/Studies
Eastern Washington University 1971 — 1973
Bachelor of Arts (B.A.), Political Science and Government, 3.95
David Rossmeisl David Rossmeisl's Merrill Lynch Experience January 1995 - January 1996
Job Senior Investment Accounting Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2004 - Present
BNY Mellon January 1998 - January 2004
BNY Mellon January 1996 - January 1998
Merrill Lynch January 1995 - January 1996
Skills
Highly conscientious,..., Strong financial and..., Leadership necessary to..., Strong interpersonal..., 40 Act Funds, Alternative Investments, Private and Hedge Funds, Compliance Reporting..., Expert in Master Feeder..., Financial Reporting, Accounting, Investments, Account Reconciliation, Analysis, Auditing, Equities, Finance, Financial Accounting, Internal Controls, Valuation, Financial Services, Fund Accounting, Mutual Funds, Financial Analysis
Education
Eastern University 2000 — 2002
Master of Business Administration, Management
Rider University 1991 — 1995
B. S, Business Administration - Accounting
BNY Mellon January 2004 - Present
BNY Mellon January 1998 - January 2004
BNY Mellon January 1996 - January 1998
Merrill Lynch January 1995 - January 1996
Skills
Highly conscientious,..., Strong financial and..., Leadership necessary to..., Strong interpersonal..., 40 Act Funds, Alternative Investments, Private and Hedge Funds, Compliance Reporting..., Expert in Master Feeder..., Financial Reporting, Accounting, Investments, Account Reconciliation, Analysis, Auditing, Equities, Finance, Financial Accounting, Internal Controls, Valuation, Financial Services, Fund Accounting, Mutual Funds, Financial Analysis
Education
Eastern University 2000 — 2002
Master of Business Administration, Management
Rider University 1991 — 1995
B. S, Business Administration - Accounting
Jeremy Dobes, CMA®, MAFM Jeremy Dobes, CMA®, MAFM's Merrill Lynch Experience June 2002 - August 2003
Job Strategic Financial Analyst Consulting FP&A Financial Services
Industry Information Technology and Services
Experience
Acclaris September 2013 - Present
Kforce Professional Staffing November 2008 - September 2013
Northwestern Mutual May 2008 - November 2008
Morgan Stanley April 2007 - May 2008
Morgan Stanley July 2005 - April 2007
JPMorgan May 2004 - July 2005
Merrill Lynch June 2002 - August 2003
Skills
Planning, budgeting,..., Trend Analysis, Derivatives, Capital Markets, Equities, Financial Analysis, Fixed Income, Bonds, Financial Modeling, Corporate FP&A, Financial Planning and..., Corporate Finance, Decision analysis and..., Strategic Financial..., Cost Management, Credit Risk, Key Performance..., Financial Statement..., Internal Controls, Investment decisions..., Sensitivity Analysis, Portfolio Optimization, Portfolio Management, Enterprise Reporting..., Complaince, Performance management, Treasury, Equity Valuation, Mutual Funds, ERP Implementations, Treasury Management, FX Options, Hyperion Enterprise, Financial Forecasting, Essbase, Securities, Hedging, Interest Rate..., Interest Rate Hedging, FX Derivatives, FX Hedging, Cash-flow Management, Cash Flow Forecasting, Strategic Planning, Benefit Cost Analysis, Capital Budgeting, Analytics, Financial Services, Strategy, Cash Management
Education
Institute of Management Accountants 2012 — 2012
CMA® - Certified Management Accountant, Accounting and Financial Management, http://www.imanet.org
University of Maryland University College 2010 — 2012
Masters, Accounting and Financial Management, 3.8
Eckerd College 1998 — 2002
B.A., Management & Finance
Acclaris September 2013 - Present
Kforce Professional Staffing November 2008 - September 2013
Northwestern Mutual May 2008 - November 2008
Morgan Stanley April 2007 - May 2008
Morgan Stanley July 2005 - April 2007
JPMorgan May 2004 - July 2005
Merrill Lynch June 2002 - August 2003
Skills
Planning, budgeting,..., Trend Analysis, Derivatives, Capital Markets, Equities, Financial Analysis, Fixed Income, Bonds, Financial Modeling, Corporate FP&A, Financial Planning and..., Corporate Finance, Decision analysis and..., Strategic Financial..., Cost Management, Credit Risk, Key Performance..., Financial Statement..., Internal Controls, Investment decisions..., Sensitivity Analysis, Portfolio Optimization, Portfolio Management, Enterprise Reporting..., Complaince, Performance management, Treasury, Equity Valuation, Mutual Funds, ERP Implementations, Treasury Management, FX Options, Hyperion Enterprise, Financial Forecasting, Essbase, Securities, Hedging, Interest Rate..., Interest Rate Hedging, FX Derivatives, FX Hedging, Cash-flow Management, Cash Flow Forecasting, Strategic Planning, Benefit Cost Analysis, Capital Budgeting, Analytics, Financial Services, Strategy, Cash Management
Education
Institute of Management Accountants 2012 — 2012
CMA® - Certified Management Accountant, Accounting and Financial Management, http://www.imanet.org
University of Maryland University College 2010 — 2012
Masters, Accounting and Financial Management, 3.8
Eckerd College 1998 — 2002
B.A., Management & Finance
Matt Stout, CLU® Matt Stout, CLU®'s Merrill Lynch Experience 1991 - 1995
Job Brokerage Director at BGA Insurance
Industry Insurance
Experience
BGA Insurance January 2010 - Present
Integrity Wealth Management September 2004 - January 2010
Merrill Lynch 1991 - 1995
Skills
Life Insurance, Retirement Planning, Wealth Management, Estate Planning, Competitive Analysis
Education
The American College 2008 — 2008
CLU
Eastern Illinois University 1985 — 1988
Bachelor of Science (BS), Business-Accounting
Southern Illinois University, Carbondale 1984 — 1985
BGA Insurance January 2010 - Present
Integrity Wealth Management September 2004 - January 2010
Merrill Lynch 1991 - 1995
Skills
Life Insurance, Retirement Planning, Wealth Management, Estate Planning, Competitive Analysis
Education
The American College 2008 — 2008
CLU
Eastern Illinois University 1985 — 1988
Bachelor of Science (BS), Business-Accounting
Southern Illinois University, Carbondale 1984 — 1985
David Reicks David Reicks's Merrill Lynch Experience March 2012 - Present
Job Financial Advisor Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Morgan Stanley Smith Barney August 2000 - March 2012
Merrill Lynch September 1989 - August 2000
Mutual of New York June 1987 - August 1989
Merrill Lynch August 1984 - May 1987
Merrill Lynch April 1982 - August 1984
Skills
Investments, Loans, Underwriting, Banking, Financial Analysis, Series 7, Small Business Lending, Investment Advisory, Foreign Exchange, Commodity, Finance, Financial Services, Asset Management, Mutual Funds, Retirement Planning, Risk Management, Sales, Portfolio Management, Securities, Wealth Management
Education
University of Colorado at Colorado Springs 1985 — 1987
Business/Corporate Communications
Eastern Michigan University 1981 — 1984
Communication and Media Studies
Merrill Lynch March 2012 - Present
Morgan Stanley Smith Barney August 2000 - March 2012
Merrill Lynch September 1989 - August 2000
Mutual of New York June 1987 - August 1989
Merrill Lynch August 1984 - May 1987
Merrill Lynch April 1982 - August 1984
Skills
Investments, Loans, Underwriting, Banking, Financial Analysis, Series 7, Small Business Lending, Investment Advisory, Foreign Exchange, Commodity, Finance, Financial Services, Asset Management, Mutual Funds, Retirement Planning, Risk Management, Sales, Portfolio Management, Securities, Wealth Management
Education
University of Colorado at Colorado Springs 1985 — 1987
Business/Corporate Communications
Eastern Michigan University 1981 — 1984
Communication and Media Studies
Chris G. Schroeder Chris G. Schroeder's Merrill Lynch Experience January 2006 - May 2009
Job Investment / Credit Professional
Industry Financial Services
Experience
GMP Securities LLC June 2009 - April 2014
Merrill Lynch January 2006 - May 2009
Millennium Partners April 2004 - November 2005
Deutsche Bank 1998 - 2003
University of Wisconsin-Madison August 1995 - January 1996
Skills
High Yield, Credit, Fixed Income, Capital Markets, Series 7, Bloomberg, Series 24, Fixed Income Analysis, Financial Modeling, Securities, Valuation, High Yield Bonds, Investment Banking, Credit Analysis, Equities, Hedge Funds, Investments
Education
Edgewood College 1994 — 1996
MBA
University of Wisconsin-Madison 1989 — 1993
Bachelor of Science, Mathematics
GMP Securities LLC June 2009 - April 2014
Merrill Lynch January 2006 - May 2009
Millennium Partners April 2004 - November 2005
Deutsche Bank 1998 - 2003
University of Wisconsin-Madison August 1995 - January 1996
Skills
High Yield, Credit, Fixed Income, Capital Markets, Series 7, Bloomberg, Series 24, Fixed Income Analysis, Financial Modeling, Securities, Valuation, High Yield Bonds, Investment Banking, Credit Analysis, Equities, Hedge Funds, Investments
Education
Edgewood College 1994 — 1996
MBA
University of Wisconsin-Madison 1989 — 1993
Bachelor of Science, Mathematics
Charles Carey Charles Carey's Merrill Lynch Experience 1995 - 1998
Job Portfolio Manager at Sancus Capital Management LP
Industry Investment Management
Experience
Sancus Capital Management LP January 2013 - Present
Koste Biochemicals 2009 - December 2012
Goldman Sachs 2006 - 2008
AXA Investment Managers 2002 - 2003
HSBC 1999 - 2002
Merrill Lynch 1995 - 1998
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Université Pierre et Marie Curie (Paris VI) 1995 — 1997
Master of Science (MS)
EDHEC Business School 1991 — 1994
BA
Sancus Capital Management LP January 2013 - Present
Koste Biochemicals 2009 - December 2012
Goldman Sachs 2006 - 2008
AXA Investment Managers 2002 - 2003
HSBC 1999 - 2002
Merrill Lynch 1995 - 1998
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Université Pierre et Marie Curie (Paris VI) 1995 — 1997
Master of Science (MS)
EDHEC Business School 1991 — 1994
BA
Jim Zacher Jim Zacher's Merrill Lynch Experience October 2012 - Present
Job Private Banker
Industry Banking
Experience
Merrill Lynch October 2012 - Present
Northwestern University 2008 - Present
MB Financial Bank April 2007 - April 2012
Harris Bank January 2000 - April 2007
Pinnacle Bank 1998 - 2000
Skills
Commercial Banking, Investments, Asset Allocation, Portfolio Management, Banking, Asset Managment, Risk Management, Wealth Management
Education
Eastern Illinois University 1986 — 1990
Economics
Merrill Lynch October 2012 - Present
Northwestern University 2008 - Present
MB Financial Bank April 2007 - April 2012
Harris Bank January 2000 - April 2007
Pinnacle Bank 1998 - 2000
Skills
Commercial Banking, Investments, Asset Allocation, Portfolio Management, Banking, Asset Managment, Risk Management, Wealth Management
Education
Eastern Illinois University 1986 — 1990
Economics
Trevor Tiner Trevor Tiner's Merrill Lynch Experience March 2012 - April 2013
Job Director of fundraising at Snap! Raise
Industry Hospital & Health Care
Experience
CompuGroup Medical USA December 2013 - January 2015
Surgical Appliance Industries April 2013 - December 2013
Merrill Lynch March 2012 - April 2013
McKesson Pharmaceuticals 2005 - 2011
Skills
Direct Sales, Account Management, Sales Management, Salesforce.com, Sales Process, Financial Advisory, Business Development, Healthcare Information..., Pharmaceutical Industry, EMR, EHR, RCM, Selling, Hospitals, Healthcare, Sales, Cold Calling, Sales Operations
Education
Eastern Washington University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Director of fundraising at Snap! Raise
CompuGroup Medical USA December 2013 - January 2015
Surgical Appliance Industries April 2013 - December 2013
Merrill Lynch March 2012 - April 2013
McKesson Pharmaceuticals 2005 - 2011
Skills
Direct Sales, Account Management, Sales Management, Salesforce.com, Sales Process, Financial Advisory, Business Development, Healthcare Information..., Pharmaceutical Industry, EMR, EHR, RCM, Selling, Hospitals, Healthcare, Sales, Cold Calling, Sales Operations
Education
Eastern Washington University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Director of fundraising at Snap! Raise
S. Aaron Frye S. Aaron Frye's Merrill Lynch Experience January 2003 - September 2005
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James September 2011 - Present
City Securities Corporation October 2005 - September 2011
Merrill Lynch January 2003 - September 2005
United States Air Force 1994 - 2003
Education
Eastern Washington University 2000 — 2003
Bachelor's degree, Finance, Marketing, Economics
Bullitt Central
Raymond James September 2011 - Present
City Securities Corporation October 2005 - September 2011
Merrill Lynch January 2003 - September 2005
United States Air Force 1994 - 2003
Education
Eastern Washington University 2000 — 2003
Bachelor's degree, Finance, Marketing, Economics
Bullitt Central
Justin Robertson Justin Robertson's Merrill Lynch Experience April 2010 - Present
Job Banking Advisor, VP Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2010 - Present
Bank of America 2006 - 2009
Morgan Stanley Smith Barney 2000 - 2002
Skills
Wealth Management, Series 7, Series 63, Portfolio Management, Financial Advisory, Retirement Planning, Uniform Combined State..., Investments, Equities, Mutual Funds, Finance, Wealth Management..., Lines Of Credit, Cash Management, Loan Origination, Residential Mortgages, Consumer Lending, Relationship Management, FINRA, Asset Management, Loans, Private Banking, Credit, Mortgage Lending, Securities, Asset Allocation, Financial Services, Banking, High Net Worth..., Fixed Income
Education
Eastern Mennonite University 2008 — 2009
B.S., Management and Organizational Development
William Paterson University of New Jersey
Merrill Lynch April 2010 - Present
Bank of America 2006 - 2009
Morgan Stanley Smith Barney 2000 - 2002
Skills
Wealth Management, Series 7, Series 63, Portfolio Management, Financial Advisory, Retirement Planning, Uniform Combined State..., Investments, Equities, Mutual Funds, Finance, Wealth Management..., Lines Of Credit, Cash Management, Loan Origination, Residential Mortgages, Consumer Lending, Relationship Management, FINRA, Asset Management, Loans, Private Banking, Credit, Mortgage Lending, Securities, Asset Allocation, Financial Services, Banking, High Net Worth..., Fixed Income
Education
Eastern Mennonite University 2008 — 2009
B.S., Management and Organizational Development
William Paterson University of New Jersey
Pierre Chaigneau Pierre Chaigneau's Merrill Lynch Experience January 2003 - July 2003
Job Associate Professor of Finance at HEC Montreal
Industry Research
Experience
London School of Economics 2010 - Present
London School of Economics, Financial Markets Group September 2005 - March 2010
London School of Economics September 2008 - June 2009
Institut Montaigne 2007 - 2007
Merrill Lynch January 2003 - July 2003
UBS Warburg September 2002 - December 2002
Skills
Financial Economics, Corporate Finance, Executive Compensation, Financial Markets, Financial Modeling, Statistics, Econometrics, Finance, Mergers & Acquisitions, Executive Pay, Quantitative Analytics, Economics, Valuation, Macroeconomics
Education
London School of Economics and Political Science 2005 — 2010
PhD, Finance
Ecole normale supérieure 2003 — 2005
DEA du Delta (MSc in economics), Economics
HEC School of Management 2000 — 2004
Diplôme de grande école (MSc in management), Economics and finance
London School of Economics 2010 - Present
London School of Economics, Financial Markets Group September 2005 - March 2010
London School of Economics September 2008 - June 2009
Institut Montaigne 2007 - 2007
Merrill Lynch January 2003 - July 2003
UBS Warburg September 2002 - December 2002
Skills
Financial Economics, Corporate Finance, Executive Compensation, Financial Markets, Financial Modeling, Statistics, Econometrics, Finance, Mergers & Acquisitions, Executive Pay, Quantitative Analytics, Economics, Valuation, Macroeconomics
Education
London School of Economics and Political Science 2005 — 2010
PhD, Finance
Ecole normale supérieure 2003 — 2005
DEA du Delta (MSc in economics), Economics
HEC School of Management 2000 — 2004
Diplôme de grande école (MSc in management), Economics and finance
William Hufstader William Hufstader's Merrill Lynch Experience 2011 - 2012
Job at
Industry Logistics and Supply Chain
Experience
KeyCorp February 2015 - Present
Total Quality Logistics February 2013 - November 2014
Merrill Lynch 2011 - 2012
Pioneer Scout Reservatioin 2000 - 2010
Skills
Series 7, Series 66, Life, Health, and..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Budgets, Leadership, Financial Analysis, Social Networking, Team Building
Education
Eckerd College 2005 — 2009
Bachelor of Arts (B.A.), Business Administration, Management and Operations
KeyCorp February 2015 - Present
Total Quality Logistics February 2013 - November 2014
Merrill Lynch 2011 - 2012
Pioneer Scout Reservatioin 2000 - 2010
Skills
Series 7, Series 66, Life, Health, and..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Budgets, Leadership, Financial Analysis, Social Networking, Team Building
Education
Eckerd College 2005 — 2009
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Stefan Kalabat Stefan Kalabat's Merrill Lynch Experience June 2010 - August 2012
Job Management
Industry Restaurants
Experience
Lyv Enterprises, LLC DBA Fuddruckers September 2014 - Present
JPMorgan Chase October 2012 - July 2014
T-Mobile (Wireless Vision, LLC) September 2009 - October 2012
Merrill Lynch June 2010 - August 2012
Skills
Sales, Management, Finance, Networking, Portfolio Management, Banking, Customer Service, CRM, Employee Benefits, Leadership, Marketing, Merchandising
Education
Eastern Michigan University 2007 — 2009
Business, Management
Lyv Enterprises, LLC DBA Fuddruckers September 2014 - Present
JPMorgan Chase October 2012 - July 2014
T-Mobile (Wireless Vision, LLC) September 2009 - October 2012
Merrill Lynch June 2010 - August 2012
Skills
Sales, Management, Finance, Networking, Portfolio Management, Banking, Customer Service, CRM, Employee Benefits, Leadership, Marketing, Merchandising
Education
Eastern Michigan University 2007 — 2009
Business, Management
Ben Willey's Merrill Lynch Experience October 2012 - October 2013
Job Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2013 - Present
Merrill Lynch October 2012 - October 2013
Taylor, Brown, and Company November 2011 - October 2012
Guidant Financial Group December 2011 - July 2012
Wells Fargo Bank April 2008 - May 2011
Wells Fargo Financial December 2004 - April 2008
Wing Luke Museum of the Asian Pacific American Experience 2003 - 2005
Wing Luke Museum of the Asian Pacific American Experience 2003 - 2005
Wing Luke Museum of the Asian Pacific American Experience 2003 - 2005
Skills
Social Security, Mortgage Lending, Management, Sales, Sales Management, Start-ups, Wealth Management, Banking, Credit, Loans, Account Management, Insurance, Change Management, Recruiting, Business Planning, Salesforce.com, Sales Operations, Direct Sales, Inside Sales, Public Speaking, Sales Presentations, Written & Oral..., Event Management, Employee Management, Training & Development, Spanish (speaking,..., Culture Change, Loan Orgination, Presentation Coaching, Emerging Leadership, Relationship Management, Time Management, CRM, Training
Education
Eastern Washington University 1998 — 2001
Master of Science
Eastern Washington University 1993 — 1998
Bachelor of Arts
Morgan Stanley Wealth Management November 2013 - Present
Merrill Lynch October 2012 - October 2013
Taylor, Brown, and Company November 2011 - October 2012
Guidant Financial Group December 2011 - July 2012
Wells Fargo Bank April 2008 - May 2011
Wells Fargo Financial December 2004 - April 2008
Wing Luke Museum of the Asian Pacific American Experience 2003 - 2005
Wing Luke Museum of the Asian Pacific American Experience 2003 - 2005
Wing Luke Museum of the Asian Pacific American Experience 2003 - 2005
Skills
Social Security, Mortgage Lending, Management, Sales, Sales Management, Start-ups, Wealth Management, Banking, Credit, Loans, Account Management, Insurance, Change Management, Recruiting, Business Planning, Salesforce.com, Sales Operations, Direct Sales, Inside Sales, Public Speaking, Sales Presentations, Written & Oral..., Event Management, Employee Management, Training & Development, Spanish (speaking,..., Culture Change, Loan Orgination, Presentation Coaching, Emerging Leadership, Relationship Management, Time Management, CRM, Training
Education
Eastern Washington University 1998 — 2001
Master of Science
Eastern Washington University 1993 — 1998
Bachelor of Arts
Collin Main Collin Main's Merrill Lynch Experience October 2011 - May 2013
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2014 - Present
Wells Fargo Advisors, LLC May 2013 - March 2014
Merrill Lynch October 2011 - May 2013
Springleaf Financial Services August 2007 - October 2011
Skills
Financial Analysis, Insurance, Investments, Fixed Annuities, Retirement Planning, Portfolio Management, Financial Modeling, Mutual Funds, Variable Annuities, Finance, Series 7, Wealth Management, Loans
Education
Eastern Washington University 2003 — 2006
Bachelor of Arts, Finance and Economics
TD Ameritrade March 2014 - Present
Wells Fargo Advisors, LLC May 2013 - March 2014
Merrill Lynch October 2011 - May 2013
Springleaf Financial Services August 2007 - October 2011
Skills
Financial Analysis, Insurance, Investments, Fixed Annuities, Retirement Planning, Portfolio Management, Financial Modeling, Mutual Funds, Variable Annuities, Finance, Series 7, Wealth Management, Loans
Education
Eastern Washington University 2003 — 2006
Bachelor of Arts, Finance and Economics
Scott Ammon Scott Ammon's Merrill Lynch Experience September 2010 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
Morgan Stanley Smith Barney May 1993 - September 2010
AG Edwards October 1989 - May 1993
Skills
CRPC, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, Investment Advisory, Asset Allocation, Mutual Funds, 401k, Retirement, 401k Rollovers, Saving for Education, Investments, Series 65, Series 63, Series 7, Uniform Combined State..., Financial Planning, High Net Worth..., Finance, Financial Analysis
Education
Eastern Michigan University 1985 — 1989
Bachelor of Science (B.S.), Economics of Finance
Holt High School 1982 — 1985
Merrill Lynch September 2010 - Present
Morgan Stanley Smith Barney May 1993 - September 2010
AG Edwards October 1989 - May 1993
Skills
CRPC, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, Investment Advisory, Asset Allocation, Mutual Funds, 401k, Retirement, 401k Rollovers, Saving for Education, Investments, Series 65, Series 63, Series 7, Uniform Combined State..., Financial Planning, High Net Worth..., Finance, Financial Analysis
Education
Eastern Michigan University 1985 — 1989
Bachelor of Science (B.S.), Economics of Finance
Holt High School 1982 — 1985
Douglas M Keyes's Merrill Lynch Experience June 2005 - October 2007
Job Sales Agent at Automobile Club of Southern California
Industry Financial Services
Experience
Automobile Club of Southern California November 2013 - Present
Advise Financial July 2008 - Present
Merrill Lynch June 2005 - October 2007
Mission Shores Financial Management Services. LLC January 1996 - May 2002
UBS (Formerly PaineWebber) January 1990 - December 1996
Morgan Stanley Wealth Management (Formerly EF Hutton) May 1981 - December 1990
Coopers & Lybrand September 1976 - June 1980
Skills
Financial Planning, Financial Analysis, Team Management, Fiscal Management, Forecasting, Negotiation, Accounting, Financial Management, Strategic Financial..., Fiscal Policy, Credit, Managerial Finance, Microsoft Excel, Auditing, New Business Development, Estate Planning, Fixed Annuities, Contract Negotiation, Securities, Finance, Business Planning, Start-ups, Marketing, Investments, Asset Management, Small Business, Banking, Leadership, Equities, Portfolio Management, Mortgage Lending, Due Diligence, Insurance, Budgets, Retirement, Wealth Management, Hedge Funds, Business Development, Tax, IRAs, Strategy, Process Improvement, Strategic Planning, Mutual Funds, Investment Advisory, Retirement Planning, Asset Allocation, Financial Modeling, Entrepreneurship, Series 7
Education
Eastern Michigan University 1972 — 1976
Bachelor of Business Administration, Accounting
Warren Woods High School 1969 — 1972
Automobile Club of Southern California November 2013 - Present
Advise Financial July 2008 - Present
Merrill Lynch June 2005 - October 2007
Mission Shores Financial Management Services. LLC January 1996 - May 2002
UBS (Formerly PaineWebber) January 1990 - December 1996
Morgan Stanley Wealth Management (Formerly EF Hutton) May 1981 - December 1990
Coopers & Lybrand September 1976 - June 1980
Skills
Financial Planning, Financial Analysis, Team Management, Fiscal Management, Forecasting, Negotiation, Accounting, Financial Management, Strategic Financial..., Fiscal Policy, Credit, Managerial Finance, Microsoft Excel, Auditing, New Business Development, Estate Planning, Fixed Annuities, Contract Negotiation, Securities, Finance, Business Planning, Start-ups, Marketing, Investments, Asset Management, Small Business, Banking, Leadership, Equities, Portfolio Management, Mortgage Lending, Due Diligence, Insurance, Budgets, Retirement, Wealth Management, Hedge Funds, Business Development, Tax, IRAs, Strategy, Process Improvement, Strategic Planning, Mutual Funds, Investment Advisory, Retirement Planning, Asset Allocation, Financial Modeling, Entrepreneurship, Series 7
Education
Eastern Michigan University 1972 — 1976
Bachelor of Business Administration, Accounting
Warren Woods High School 1969 — 1972
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
Kim Copat's Merrill Lynch Experience 1994 - 2002
Job Entrepreneur Recruiter and Business Consultant
Industry Insurance
Experience
State Farm 2013 - Present
State Farm January 2010 - March 2013
State Farm Insurance July 2005 - December 2009
State Farm Insurance April 2002 - June 2005
Merrill Lynch 1994 - 2002
Skills
Life Insurance, Property & Casualty..., Fixed Annuities, Term Life Insurance, Whole Life, Health Insurance, Casualty, Homeowners, Claim, Liability, Retirement Planning, Long-term Care, Disability Insurance, Workers Compensation, Umbrella Insurance, Commercial Insurance, Insurance, General Insurance, Underwriting, Retirement, Legal Liability, Universal Life, Long Term Care Insurance, Commercial Lines, Series 6, IRAs, Professional Liability, Small Business, Sales, Financial Services, Training, Financial Planners, Employee Benefits, Mutual Funds, 401k, Leadership, Strategic Financial..., Medicare, Renters, Claims Management, Estate Planning, Permanent Life Insurance, Finance, Casualty Insurance
Education
Eckerd College
BS, Business Management
State Farm 2013 - Present
State Farm January 2010 - March 2013
State Farm Insurance July 2005 - December 2009
State Farm Insurance April 2002 - June 2005
Merrill Lynch 1994 - 2002
Skills
Life Insurance, Property & Casualty..., Fixed Annuities, Term Life Insurance, Whole Life, Health Insurance, Casualty, Homeowners, Claim, Liability, Retirement Planning, Long-term Care, Disability Insurance, Workers Compensation, Umbrella Insurance, Commercial Insurance, Insurance, General Insurance, Underwriting, Retirement, Legal Liability, Universal Life, Long Term Care Insurance, Commercial Lines, Series 6, IRAs, Professional Liability, Small Business, Sales, Financial Services, Training, Financial Planners, Employee Benefits, Mutual Funds, 401k, Leadership, Strategic Financial..., Medicare, Renters, Claims Management, Estate Planning, Permanent Life Insurance, Finance, Casualty Insurance
Education
Eckerd College
BS, Business Management
Ej Karsten Ej Karsten's Merrill Lynch Experience July 1982 - January 1991
Job Sr. Vice President, Investments at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management 1991 - Present
PaineWebber October 1994 - July 2000
Kidder Peabody January 1991 - October 1994
Dean Witter January 1988 - January 1991
Merrill Lynch July 1982 - January 1991
Education
Eastern Illinois University 1977 — 1981
BS, Marketing
UBS Wealth Management 1991 - Present
PaineWebber October 1994 - July 2000
Kidder Peabody January 1991 - October 1994
Dean Witter January 1988 - January 1991
Merrill Lynch July 1982 - January 1991
Education
Eastern Illinois University 1977 — 1981
BS, Marketing
Bradley Mikolajczyk, CPWA®, CRPC® Bradley Mikolajczyk, CPWA®, CRPC®'s Merrill Lynch Experience October 2010 - Present
Job Certified Private Wealth Advisor SM, Wealth Management Advisor, Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Junior Achievement of Southeastern Michigan January 2012 - January 2014
Morgan Stanley Smith Barney May 2004 - October 2010
TJM Services April 2002 - August 2004
Skills
Executive Compensation, Mergers and Acquisitions, Capital Raises, Hedging and..., Business Succession..., Transaction Planning, Business Sale, Venture Capital Exits, Wealth Management, Estate Planning, Asset Protection, Charitable Giving..., Retirement Income..., Family Dynamics and...
Education
The University of Chicago - Booth School of Business
Finance
Eastern Michigan University
B.B.A., Finance
Orchard Lake St. Mary's Preparatory
Merrill Lynch October 2010 - Present
Junior Achievement of Southeastern Michigan January 2012 - January 2014
Morgan Stanley Smith Barney May 2004 - October 2010
TJM Services April 2002 - August 2004
Skills
Executive Compensation, Mergers and Acquisitions, Capital Raises, Hedging and..., Business Succession..., Transaction Planning, Business Sale, Venture Capital Exits, Wealth Management, Estate Planning, Asset Protection, Charitable Giving..., Retirement Income..., Family Dynamics and...
Education
The University of Chicago - Booth School of Business
Finance
Eastern Michigan University
B.B.A., Finance
Orchard Lake St. Mary's Preparatory
Elizabeth Doty Elizabeth Doty's Merrill Lynch Experience April 2011 - April 2012
Job Career Minded Professional
Industry Financial Services
Experience
Edward Jones March 2013 - April 2015
State Farm Insurance 2012 - November 2012
Merrill Lynch April 2011 - April 2012
Integra Bank October 2002 - July 2010
Skills
Banking, Portfolio Management, Investments, Mutual Funds, Strategic Financial..., Retirement Planning, Financial Analysis, Risk Management, Finance, Insurance
Education
Eastern Illinois University 1982 — 1985
BS, Finance
Mt. Vernon Township High School, Mt. Vernon, Il 1978 — 1981
Edward Jones March 2013 - April 2015
State Farm Insurance 2012 - November 2012
Merrill Lynch April 2011 - April 2012
Integra Bank October 2002 - July 2010
Skills
Banking, Portfolio Management, Investments, Mutual Funds, Strategic Financial..., Retirement Planning, Financial Analysis, Risk Management, Finance, Insurance
Education
Eastern Illinois University 1982 — 1985
BS, Finance
Mt. Vernon Township High School, Mt. Vernon, Il 1978 — 1981
Amanda Aronson Amanda Aronson's Merrill Lynch Experience October 2005 - January 2007
Job Customer Support Manager, PIB at Dow Jones
Industry Online Media
Experience
Dow Jones May 2015 - Present
Sockadoodle.com May 2013 - Present
Dow Jones October 2012 - May 2015
Dow Jones & Co. 2008 - October 2012
Nordstrom July 2007 - December 2011
Merrill Lynch October 2005 - January 2007
Skills
Factiva, Sales Management, New Business Development, Product Management, B2B, Customer Service, Asset Allocation, Series 7, Financial Analysis, Bloomberg Terminal, Financial Modeling, Strategic Financial..., Relationship Management, Mutual Funds, Sales, Personal Finance, Finance, Series 63, Salesforce.com, Investments, CRM, Management, Social Networking, Social Media Marketing, Training, Team Building, Securities, Social Media, Wealth Management, Portfolio Management, Financial Services, Customer Experience, Credit Analysis, Online Research, Retirement, Investment Strategies, Equities, Fixed Income, Asset Management, Cash Management, Financial Advisory, Credit, Strategic Partnerships, Customer Acquisition, Customer Retention, Lead Generation
Education
Eastern Washington University 2000 — 2002
MBA, Finance and Management
Eastern Washington University 1997 — 2000
BA, Finance and Management
Dow Jones May 2015 - Present
Sockadoodle.com May 2013 - Present
Dow Jones October 2012 - May 2015
Dow Jones & Co. 2008 - October 2012
Nordstrom July 2007 - December 2011
Merrill Lynch October 2005 - January 2007
Skills
Factiva, Sales Management, New Business Development, Product Management, B2B, Customer Service, Asset Allocation, Series 7, Financial Analysis, Bloomberg Terminal, Financial Modeling, Strategic Financial..., Relationship Management, Mutual Funds, Sales, Personal Finance, Finance, Series 63, Salesforce.com, Investments, CRM, Management, Social Networking, Social Media Marketing, Training, Team Building, Securities, Social Media, Wealth Management, Portfolio Management, Financial Services, Customer Experience, Credit Analysis, Online Research, Retirement, Investment Strategies, Equities, Fixed Income, Asset Management, Cash Management, Financial Advisory, Credit, Strategic Partnerships, Customer Acquisition, Customer Retention, Lead Generation
Education
Eastern Washington University 2000 — 2002
MBA, Finance and Management
Eastern Washington University 1997 — 2000
BA, Finance and Management
Francesca Hawk, CIR, PRC, CSSR's Merrill Lynch Experience 2004 - 2004
Job Lead Technical Recruiter at www.WorkAtAIS.com
Industry Staffing and Recruiting
Experience
Applied Information Sciences 2010 - Present
Microstrategy 2006 - 2010
Don Richard Associates July 2004 - February 2006
Merrill Lynch 2004 - 2004
Skills
Hiring, Technical Recruiting, Talent Acquisition, Full-cycle Recruiting, Internet Recruiting, Sourcing, Screening, Screening Resumes, Corporate Recruiting, IT Recruitment, Recruiting, .NET, .NET Compact Framework, SharePoint, SharePoint Designer, Microsoft Office..., Infrastructure, Infrastructure..., Critical Infrastructure, Windows Server, Microsoft SQL Server, Systems Engineering, Enterprise Architecture, Solution Architecture, Server Architecture, Human Resources, IT Solutions, Business Analysis, Certified Trainer, Help Desk Support, Certified Internet..., Professional Recruiter...
Education
Old Dominion University 2000 — 2004
BS, Marketing & Sociology
Edith Cowan University 2003 — 2003
Bachelor's studies, Business Marketing
Applied Information Sciences 2010 - Present
Microstrategy 2006 - 2010
Don Richard Associates July 2004 - February 2006
Merrill Lynch 2004 - 2004
Skills
Hiring, Technical Recruiting, Talent Acquisition, Full-cycle Recruiting, Internet Recruiting, Sourcing, Screening, Screening Resumes, Corporate Recruiting, IT Recruitment, Recruiting, .NET, .NET Compact Framework, SharePoint, SharePoint Designer, Microsoft Office..., Infrastructure, Infrastructure..., Critical Infrastructure, Windows Server, Microsoft SQL Server, Systems Engineering, Enterprise Architecture, Solution Architecture, Server Architecture, Human Resources, IT Solutions, Business Analysis, Certified Trainer, Help Desk Support, Certified Internet..., Professional Recruiter...
Education
Old Dominion University 2000 — 2004
BS, Marketing & Sociology
Edith Cowan University 2003 — 2003
Bachelor's studies, Business Marketing
Bill Bonny CPA's Merrill Lynch Experience July 2002 - June 2003
Job President and CRO
Industry Human Resources
Experience
Kforce Professional Staffing March 2011 - April 2013
Mass Mutual Financial Group July 2003 - January 2006
Merrill Lynch July 2002 - June 2003
Strothman & Company July 1999 - June 2002
Self employed July 1996 - June 1999
E.ON November 1991 - January 1995
Ernst & Young June 1988 - October 1991
US Army September 1980 - October 1984
Education
Eastern Kentucky University 1985 — 1988
BSBA Accounting, Accounting
Kforce Professional Staffing March 2011 - April 2013
Mass Mutual Financial Group July 2003 - January 2006
Merrill Lynch July 2002 - June 2003
Strothman & Company July 1999 - June 2002
Self employed July 1996 - June 1999
E.ON November 1991 - January 1995
Ernst & Young June 1988 - October 1991
US Army September 1980 - October 1984
Education
Eastern Kentucky University 1985 — 1988
BSBA Accounting, Accounting
Daniel DeFoggi Daniel DeFoggi's Merrill Lynch Experience July 2012 - July 2012
Job IT / Network Support Associate
Industry Information Technology and Services
Experience
Volusia County Schools February 2015 - March 2015
Florida Power & Light March 2014 - August 2014
Masco Contractor Services March 2013 - February 2014
Merrill Lynch July 2012 - July 2012
U.S. Department of Justice June 2012 - June 2012
New York Life Insurance Company April 2012 - April 2012
Cricket Communications February 2012 - February 2012
ULA - United Launch Alliance - Lockheed Martin & Boeing September 2011 - November 2011
Virginia Bankers Association June 2010 - August 2010
DeFoggi Trucking January 2004 - June 2009
Skills
Windows Server 2003, Windows Server 2008, Windows 7, Windows XP Professional, Mac OS X, Linux, Microsoft Office, VMware, Symantec, Adobe, LAN/WAN, TCP/IP, Ethernet, Wireless, VPN, Cisco Switches, Cisco Call Manager, Network Administration, Network Security, HP Proliant, HP Server Hardware, Network Deployment, Desktop Deployment, Windows Server, Active Directory, Networking, XP, LAN-WAN, Windows XP, Technical Support
Education
ECPI University 2009 — 2010
Associates, Network Security
J. Sargeant Reynolds Community College 2001 — 2002
Construction Management
Volusia County Schools February 2015 - March 2015
Florida Power & Light March 2014 - August 2014
Masco Contractor Services March 2013 - February 2014
Merrill Lynch July 2012 - July 2012
U.S. Department of Justice June 2012 - June 2012
New York Life Insurance Company April 2012 - April 2012
Cricket Communications February 2012 - February 2012
ULA - United Launch Alliance - Lockheed Martin & Boeing September 2011 - November 2011
Virginia Bankers Association June 2010 - August 2010
DeFoggi Trucking January 2004 - June 2009
Skills
Windows Server 2003, Windows Server 2008, Windows 7, Windows XP Professional, Mac OS X, Linux, Microsoft Office, VMware, Symantec, Adobe, LAN/WAN, TCP/IP, Ethernet, Wireless, VPN, Cisco Switches, Cisco Call Manager, Network Administration, Network Security, HP Proliant, HP Server Hardware, Network Deployment, Desktop Deployment, Windows Server, Active Directory, Networking, XP, LAN-WAN, Windows XP, Technical Support
Education
ECPI University 2009 — 2010
Associates, Network Security
J. Sargeant Reynolds Community College 2001 — 2002
Construction Management
Kevin Gergits Kevin Gergits's Merrill Lynch Experience May 1994 - August 1994
Job Client Relationship Management at BMO Global Asset Management
Industry Investment Management
Experience
BMO Global Asset Management June 2007 - Present
UBS Global Asset Management (formerly Brinson Partners) February 2001 - May 2007
Brinson Partners January 1998 - January 2001
Merrill Lynch May 1994 - August 1994
Education
DePaul University Kellstadt Graduate School of Business
Masters, Business Administration; Financial Analysis
Eastern Illinois University 1995 — 1997
Bachelor of Science, Business Administration; Finance
Marist High School 1989 — 1993
BMO Global Asset Management June 2007 - Present
UBS Global Asset Management (formerly Brinson Partners) February 2001 - May 2007
Brinson Partners January 1998 - January 2001
Merrill Lynch May 1994 - August 1994
Education
DePaul University Kellstadt Graduate School of Business
Masters, Business Administration; Financial Analysis
Eastern Illinois University 1995 — 1997
Bachelor of Science, Business Administration; Finance
Marist High School 1989 — 1993
Linda Frania Linda Frania's Merrill Lynch Experience December 1981 - March 1994
Job Stratford Career Institute (Student)
Industry Mental Health Care
Experience
Redwood Investments February 2008 - February 2010
Flint Financial Group, Inc February 1995 - May 2006
Merrill Lynch December 1981 - March 1994
Skills
Editing, Leadership, Customer Service, Public Speaking, Teamwork, Training, Crisis Intervention, Microsoft Office, Communication, Coaching, Creative Writing, Social Media, Internet, Twitter, Windows, Time Management, Business, Data Analysis, E-Learning, Invoicing, Marketing Research, Office Management, Organization, Business Objects, Problem Solving, QuickBooks, Typing, Phone Skills, Administrative..., People Skills, Customer Support, YouTube, Securities, Data Entry, Troubleshooting, Liaison, Reliability, Work Well Independently, Listener, Due Diligence, Supervising, Loyal, Highly personable, Quality Control, Compliance, Ethics, Auditing, Following Instructions, Mobile Devices, Facebook
Education
Stratford Career Institute 2014 — 2015
Psychology / Social Work, Counseling Psychology, 4.0 (Current)
Orange Coast College 2007 — 2008
Psychology
Edison Community College 2006 — 2007
Psychology, 4.0
Redwood Investments February 2008 - February 2010
Flint Financial Group, Inc February 1995 - May 2006
Merrill Lynch December 1981 - March 1994
Skills
Editing, Leadership, Customer Service, Public Speaking, Teamwork, Training, Crisis Intervention, Microsoft Office, Communication, Coaching, Creative Writing, Social Media, Internet, Twitter, Windows, Time Management, Business, Data Analysis, E-Learning, Invoicing, Marketing Research, Office Management, Organization, Business Objects, Problem Solving, QuickBooks, Typing, Phone Skills, Administrative..., People Skills, Customer Support, YouTube, Securities, Data Entry, Troubleshooting, Liaison, Reliability, Work Well Independently, Listener, Due Diligence, Supervising, Loyal, Highly personable, Quality Control, Compliance, Ethics, Auditing, Following Instructions, Mobile Devices, Facebook
Education
Stratford Career Institute 2014 — 2015
Psychology / Social Work, Counseling Psychology, 4.0 (Current)
Orange Coast College 2007 — 2008
Psychology
Edison Community College 2006 — 2007
Psychology, 4.0
Michael Rautiola, CFP ®, CWS® Michael Rautiola, CFP ®, CWS®'s Merrill Lynch Experience May 2000 - May 2002
Job CERTIFIED FINANCIAL PLANNER™ and Owner of RFC Financial Planners, Inc.
Industry Financial Services
Experience
RFC Financial Planners May 2002 - Present
Tax Sale Information Services LLC January 2006 - December 2008
Sigma Financial Corporation, Member FINRA/SIPC 4261 Park Rd. Ann Arbor, MI 48103 May 2002 - June 2007
Sammons Securities Company, LLC, Member FINRA/SIPC May 2002 - June 2007
1st Metropolitan Mortgage 2002 - 2004
Merrill Lynch May 2000 - May 2002
Education
Cannon Financial Institute 2006 — 2007
Certified Wealth Strategist® / CWS®, High Net Worth Wealth Management, Professional Certification
Oakland University 2004 — 2006
CERTIFIED FINANCIAL PLANNER ™ / CFP ®, Financial Planning and Services, Professional Certification
Eastern Michigan University 1996 — 2000
BBA, Finance, 3.87 GPA
RFC Financial Planners May 2002 - Present
Tax Sale Information Services LLC January 2006 - December 2008
Sigma Financial Corporation, Member FINRA/SIPC 4261 Park Rd. Ann Arbor, MI 48103 May 2002 - June 2007
Sammons Securities Company, LLC, Member FINRA/SIPC May 2002 - June 2007
1st Metropolitan Mortgage 2002 - 2004
Merrill Lynch May 2000 - May 2002
Education
Cannon Financial Institute 2006 — 2007
Certified Wealth Strategist® / CWS®, High Net Worth Wealth Management, Professional Certification
Oakland University 2004 — 2006
CERTIFIED FINANCIAL PLANNER ™ / CFP ®, Financial Planning and Services, Professional Certification
Eastern Michigan University 1996 — 2000
BBA, Finance, 3.87 GPA
Timothy Holly Timothy Holly's Merrill Lynch Experience October 2014 - Present
Job Client Associate
Industry Investment Banking
Experience
Merrill Lynch October 2014 - Present
Bank of America November 2005 - Present
Skills
Banking, Retail Banking, Risk Management, Consumer Lending, Credit Cards, Finance, Cross Selling, Financial Services, Credit, Commercial Banking, Public Speaking, Sales
Education
Eastern Michigan University 2001 — 2006
Bachelor of Applied Science (BASc), Communication and Media Studies
Eastern Michigan University 2001 — 2005
Bachelor's degree, Communication and Media Studies
Moody Bible Institute
Master's degree, Divinity/Ministry
Merrill Lynch October 2014 - Present
Bank of America November 2005 - Present
Skills
Banking, Retail Banking, Risk Management, Consumer Lending, Credit Cards, Finance, Cross Selling, Financial Services, Credit, Commercial Banking, Public Speaking, Sales
Education
Eastern Michigan University 2001 — 2006
Bachelor of Applied Science (BASc), Communication and Media Studies
Eastern Michigan University 2001 — 2005
Bachelor's degree, Communication and Media Studies
Moody Bible Institute
Master's degree, Divinity/Ministry
Brian Ashley's Merrill Lynch Experience 1993 - 2000
Job Executive Director J P Morgan Chase Bank NA
Industry Investment Management
Experience
JPMorgan Chase Bank NA April 2014 - Present
HSBC September 2012 - April 2014
HSBC 2013 - 2014
HSBC 2013 - 2014
HSBC 2013 - 2014
Citi Personal Wealth Management February 2010 - April 2012
Citi Smith Barney July 2008 - February 2010
Smith Barney 2000 - 2008
Merrill Lynch 1993 - 2000
National City Bank, Bank One, State National Bank 1984 - 1993
Education
Northern Kentucky University—Salmon P. Chase College of Law 1981 — 1984
jd, law
Eastern Kentucky University 1975 — 1979
BA, Geography
JPMorgan Chase Bank NA April 2014 - Present
HSBC September 2012 - April 2014
HSBC 2013 - 2014
HSBC 2013 - 2014
HSBC 2013 - 2014
Citi Personal Wealth Management February 2010 - April 2012
Citi Smith Barney July 2008 - February 2010
Smith Barney 2000 - 2008
Merrill Lynch 1993 - 2000
National City Bank, Bank One, State National Bank 1984 - 1993
Education
Northern Kentucky University—Salmon P. Chase College of Law 1981 — 1984
jd, law
Eastern Kentucky University 1975 — 1979
BA, Geography
Lucille Rice's Merrill Lynch Experience 2005 - 2005
Job Trip Development Expert, Trip Leader at Backroads
Industry Public Relations and Communications
Experience
Backroads May 2013 - Present
El Puente 2011 - 2012
G Adventures June 2010 - February 2011
Wyoming Council for International Visitors December 2007 - December 2008
The Latino Resource Center May 2007 - September 2007
Jackson Hole Weekly October 2006 - June 2007
Merrill Lynch 2005 - 2005
International Business Government Counselors, Inc. 2005 - 2005
Children of the World Preschool 2004 - 2004
Senator Joseph Biden, Jr. Senate Office 2000 - 2001
Skills
Outstanding..., Writing, Foreign Languages, Microsoft Office, Research, Multi-Cultural Team..., Editing, Emergency Services, International Relations, Community Outreach, Marketing
Education
Eckerd College 2004 — 2006
Bachelor of Arts (B.A.), Spanish Language and Literature, International Relations and Global Affairs
Backroads May 2013 - Present
El Puente 2011 - 2012
G Adventures June 2010 - February 2011
Wyoming Council for International Visitors December 2007 - December 2008
The Latino Resource Center May 2007 - September 2007
Jackson Hole Weekly October 2006 - June 2007
Merrill Lynch 2005 - 2005
International Business Government Counselors, Inc. 2005 - 2005
Children of the World Preschool 2004 - 2004
Senator Joseph Biden, Jr. Senate Office 2000 - 2001
Skills
Outstanding..., Writing, Foreign Languages, Microsoft Office, Research, Multi-Cultural Team..., Editing, Emergency Services, International Relations, Community Outreach, Marketing
Education
Eckerd College 2004 — 2006
Bachelor of Arts (B.A.), Spanish Language and Literature, International Relations and Global Affairs
James H. Terrells, Jr. James H. Terrells, Jr.'s Merrill Lynch Experience March 2005 - September 2006
Job Investment Advisor/ Broker at Northwest Investment Advisors
Industry Financial Services
Experience
Northwest Investment Advisors February 2014 - Present
First Command Financial Services 2013 - January 2014
Selkirk Investments, Inc. May 2007 - September 2012
Northwestern Mutual Financial Network November 2006 - May 2007
Merrill Lynch March 2005 - September 2006
SL Start & Assoc. 1998 - 2000
Skills
Investments, Strategic Financial..., Retirement Planning, Entrepreneurship, Customer Service, Series 7, Mutual Funds, Strategic Planning, 401k, Asset Management, Business Planning, Disability Insurance, Equities, Estate Planning, Finance, Financial Analysis, Financial Services, Fixed Annuities, Insurance, Life Insurance, Long-term Care, Portfolio Management, Retirement, Risk Management, Small Business, Trading, Wealth Management, Financial Planning
Education
Eastern Washington University 1987 — 1993
Northwest Investment Advisors February 2014 - Present
First Command Financial Services 2013 - January 2014
Selkirk Investments, Inc. May 2007 - September 2012
Northwestern Mutual Financial Network November 2006 - May 2007
Merrill Lynch March 2005 - September 2006
SL Start & Assoc. 1998 - 2000
Skills
Investments, Strategic Financial..., Retirement Planning, Entrepreneurship, Customer Service, Series 7, Mutual Funds, Strategic Planning, 401k, Asset Management, Business Planning, Disability Insurance, Equities, Estate Planning, Finance, Financial Analysis, Financial Services, Fixed Annuities, Insurance, Life Insurance, Long-term Care, Portfolio Management, Retirement, Risk Management, Small Business, Trading, Wealth Management, Financial Planning
Education
Eastern Washington University 1987 — 1993
Steven Partyka Steven Partyka's Merrill Lynch Experience August 1995 - March 2009
Job Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James Investment Services March 2009 - Present
Merrill Lynch August 1995 - March 2009
Skills
Personal Financial..., Retirement Planning, Investment Advisory, Investment Strategies, Mutual Funds, Financial Planning, Portfolio Management, Investments, Asset Management, Finance, Asset Allocation, Financial Advisory, Retirement
Education
Eastern Michigan University 1990 — 1994
Bachelor's degree, Communication, General
Raymond James Investment Services March 2009 - Present
Merrill Lynch August 1995 - March 2009
Skills
Personal Financial..., Retirement Planning, Investment Advisory, Investment Strategies, Mutual Funds, Financial Planning, Portfolio Management, Investments, Asset Management, Finance, Asset Allocation, Financial Advisory, Retirement
Education
Eastern Michigan University 1990 — 1994
Bachelor's degree, Communication, General
Sandi Richmond-Greco Sandi Richmond-Greco's Merrill Lynch Experience March 2002 - November 2003
Job ManagerConvention & Event Services at Visit St. Petersburg/Clearwater CVB
Industry Marketing and Advertising
Experience
Visit St. Petersburg/Clearwater CVB 2004 - Present
Merrill Lynch March 2002 - November 2003
Film Technologies International June 1995 - March 2002
Skills
Event Management, Event Planning, Trade Shows, Meeting Planning, Corporate Events, Hospitality, Strategic Planning, Tourism, Public Speaking, Marketing Communications, Marketing
Education
Eckerd College 2004 — 2007
Bachelor of Arts (B.A.), Business Management/Finance, 3.8
The University of Akron 1978 — 1984
Marketing/Sales & Merchandising, 3.5
Mogadore H.S. 1962 — 1966
Visit St. Petersburg/Clearwater CVB 2004 - Present
Merrill Lynch March 2002 - November 2003
Film Technologies International June 1995 - March 2002
Skills
Event Management, Event Planning, Trade Shows, Meeting Planning, Corporate Events, Hospitality, Strategic Planning, Tourism, Public Speaking, Marketing Communications, Marketing
Education
Eckerd College 2004 — 2007
Bachelor of Arts (B.A.), Business Management/Finance, 3.8
The University of Akron 1978 — 1984
Marketing/Sales & Merchandising, 3.5
Mogadore H.S. 1962 — 1966
Sheryl Cruz Sheryl Cruz's Merrill Lynch Experience 2003 - 2009
Job Senior Investment Consultant
Industry Financial Services
Experience
Northern Trust October 2011 - Present
MetLife Investors May 2009 - September 2011
Merrill Lynch 2003 - 2009
Euro MTS January 2002 - July 2003
GE Capital January 2001 - January 2002
DZ Bank November 1998 - January 2002
Skills
Banking, Strategic Financial..., Wealth Management, Equities, Financial Analysis, Investments, Asset Allocation, Asset Managment, Portfolio Management, Alternative Investments, Fixed Income, Wealth Management..., Series 7, Derivatives, Retirement Planning, Mutual Funds, Investment Advisory, Capital Markets, Financial Modeling, Bonds, Risk Management, Financial Advisory, Securities
Education
Eastern Michigan University 1993 — 1998
BBA, Finance and German
Northern Trust October 2011 - Present
MetLife Investors May 2009 - September 2011
Merrill Lynch 2003 - 2009
Euro MTS January 2002 - July 2003
GE Capital January 2001 - January 2002
DZ Bank November 1998 - January 2002
Skills
Banking, Strategic Financial..., Wealth Management, Equities, Financial Analysis, Investments, Asset Allocation, Asset Managment, Portfolio Management, Alternative Investments, Fixed Income, Wealth Management..., Series 7, Derivatives, Retirement Planning, Mutual Funds, Investment Advisory, Capital Markets, Financial Modeling, Bonds, Risk Management, Financial Advisory, Securities
Education
Eastern Michigan University 1993 — 1998
BBA, Finance and German
Matt Hullinger Matt Hullinger's Merrill Lynch Experience June 2012 - May 2013
Job Territory Manager at Fresenius Vascular Care
Industry Medical Devices
Experience
Fresenius Medical Care May 2013 - Present
Merrill Lynch June 2012 - May 2013
The Daniel Group January 2012 - November 2012
Hullinger Realty March 2006 - June 2011
US Army, Brooke Army Medical Center March 2000 - January 2006
US Army January 2000 - January 2006
Skills
Medical Devices, Healthcare, Sales, Cold Calling, Operating Room, New Business Development, Training, Marketing, Account Management, Capital Equipment, Microsoft Office, Staffing Services, Military, Cardiology, Medical Terminology, Medical Imaging, Direct Sales, Inside Sales, Vascular Surgery, Interventional Radiology, Customer Relations, Customer Negotiations, Computer Literate, Business Travel, Patient Satisfaction, Neuroimaging, Orthopedics, Trauma, Military Experience, Clinical, Radiology, PowerPoint, B2B, B2B Marketing, Selling, Vascular, Contract Negotiation, Wound Care, ICU, Customer Satisfaction, Financial Services, Insurance, Sales Presentations, Spine, Public Speaking, Customer Service
Education
The University of Texas at San Antonio 2007 — 2011
Bachelor of Business Administration, Real Estate Finance and Development
US Army Radiology Specialist Course 2001 — 2002
Radilogy Certification, Radiology
Eastern New Mexico University 1997 — 2000
Fresenius Medical Care May 2013 - Present
Merrill Lynch June 2012 - May 2013
The Daniel Group January 2012 - November 2012
Hullinger Realty March 2006 - June 2011
US Army, Brooke Army Medical Center March 2000 - January 2006
US Army January 2000 - January 2006
Skills
Medical Devices, Healthcare, Sales, Cold Calling, Operating Room, New Business Development, Training, Marketing, Account Management, Capital Equipment, Microsoft Office, Staffing Services, Military, Cardiology, Medical Terminology, Medical Imaging, Direct Sales, Inside Sales, Vascular Surgery, Interventional Radiology, Customer Relations, Customer Negotiations, Computer Literate, Business Travel, Patient Satisfaction, Neuroimaging, Orthopedics, Trauma, Military Experience, Clinical, Radiology, PowerPoint, B2B, B2B Marketing, Selling, Vascular, Contract Negotiation, Wound Care, ICU, Customer Satisfaction, Financial Services, Insurance, Sales Presentations, Spine, Public Speaking, Customer Service
Education
The University of Texas at San Antonio 2007 — 2011
Bachelor of Business Administration, Real Estate Finance and Development
US Army Radiology Specialist Course 2001 — 2002
Radilogy Certification, Radiology
Eastern New Mexico University 1997 — 2000
Brittany O'Shaughnessy Brittany O'Shaughnessy's Merrill Lynch Experience September 2009 - December 2011
Job Merchandise Planning Expert Special Work Assignment Team
Industry Retail
Experience
Pottery Barn August 2015 - Present
Target January 2015 - Present
Target June 2014 - January 2015
Target January 2012 - June 2014
Mount Yale Capital Group September 2011 - January 2012
Merrill Lynch September 2009 - December 2011
Eckerd College February 2009 - May 2010
Eckerd College August 2009 - January 2010
Skills
Microsoft Excel, Merchandise Planning, Retail, Teamwork, Data Analysis, Finance, Investments, Management, Marketing, Microsoft Office, Mutual Funds, PowerPoint
Education
Eckerd College 2007 — 2011
BA, Economics & Business Administration
Pottery Barn August 2015 - Present
Target January 2015 - Present
Target June 2014 - January 2015
Target January 2012 - June 2014
Mount Yale Capital Group September 2011 - January 2012
Merrill Lynch September 2009 - December 2011
Eckerd College February 2009 - May 2010
Eckerd College August 2009 - January 2010
Skills
Microsoft Excel, Merchandise Planning, Retail, Teamwork, Data Analysis, Finance, Investments, Management, Marketing, Microsoft Office, Mutual Funds, PowerPoint
Education
Eckerd College 2007 — 2011
BA, Economics & Business Administration
Michiko Sawai, MBA Michiko Sawai, MBA's Merrill Lynch Experience September 2010 - December 2010
Job Tax Senior Associate at PwC
Industry Accounting
Experience
PwC July 2011 - Present
Merrill Lynch September 2010 - December 2010
Hotta Liesenberg Saito LLP January 2007 - October 2008
Skills
Tax Preparation, Microsoft Excel, Tax, US GAAP, Tax Accounting, Accounting, Corporate Tax, Income Tax, Journal Entries, Microsoft Office, Partnership Taxation, Tax Returns, Project Management, SAP, Business Planning, Accounts Payable, GAAP, Marketing, Forecasting, Risk Management, Depreciation, Microsoft Word, Big 4, US Tax, Consolidation, State Tax, Tax Research, GoSystems, Fixed Assets
Education
Hawaii Pacific University 2009 — 2011
MBA, Finance
Eastern Oregon University 2003 — 2006
B.S., Business Administration - Accounting
South Seattle Community College 2001 — 2003
Associate of Arts, General
PwC July 2011 - Present
Merrill Lynch September 2010 - December 2010
Hotta Liesenberg Saito LLP January 2007 - October 2008
Skills
Tax Preparation, Microsoft Excel, Tax, US GAAP, Tax Accounting, Accounting, Corporate Tax, Income Tax, Journal Entries, Microsoft Office, Partnership Taxation, Tax Returns, Project Management, SAP, Business Planning, Accounts Payable, GAAP, Marketing, Forecasting, Risk Management, Depreciation, Microsoft Word, Big 4, US Tax, Consolidation, State Tax, Tax Research, GoSystems, Fixed Assets
Education
Hawaii Pacific University 2009 — 2011
MBA, Finance
Eastern Oregon University 2003 — 2006
B.S., Business Administration - Accounting
South Seattle Community College 2001 — 2003
Associate of Arts, General
Brad Lambert Brad Lambert's Merrill Lynch Experience January 2006 - January 2007
Job Project Manager and EDC Coordinator at Integrated Medical Partners
Industry Computer Networking
Experience
Integrated Medical Partners September 2007 - Present
Staples April 2007 - September 2007
Merrill Lynch January 2006 - January 2007
Advest, Inc. August 2005 - December 2005
Capital One October 2000 - August 2005
Skills
Vendor Management, Cisco Technologies, Management, Data Center, Integration, Data Management, Project Management, Process Improvement, Virtualization, SDLC, VPN, SQL, Disaster Recovery
Education
ECPI University 2004 — 2006
Bachelors, Management Information Technology
J Sergeant Reynolds 1997 — 2000
Associates, Computer Information Systems
Integrated Medical Partners September 2007 - Present
Staples April 2007 - September 2007
Merrill Lynch January 2006 - January 2007
Advest, Inc. August 2005 - December 2005
Capital One October 2000 - August 2005
Skills
Vendor Management, Cisco Technologies, Management, Data Center, Integration, Data Management, Project Management, Process Improvement, Virtualization, SDLC, VPN, SQL, Disaster Recovery
Education
ECPI University 2004 — 2006
Bachelors, Management Information Technology
J Sergeant Reynolds 1997 — 2000
Associates, Computer Information Systems
Ed Bican's Merrill Lynch Experience June 2005 - October 2006
Job Accounting Analyst at ServiceLink
Industry Accounting
Experience
ServiceLink April 2010 - Present
Accounting Principals January 2010 - March 2010
Load King Manufacturing January 2007 - October 2008
Merrill Lynch June 2005 - October 2006
Ellis & Associates, Inc May 2003 - June 2005
Ford Power Products May 1997 - February 2003
Skills
Accounts Payable, Accounts Receivable, Accounting, General Ledger, Journal Entries, Fixed Assets, Invoicing, Cash Management, Financial Analysis, PeopleSoft, Microsoft Excel, Purchasing, Six Sigma, Customer Service, Leadership, Project Management, Process Improvement
Education
Eastern Michigan University 1996 — 2000
Bachelor, Business Administration; Business Management Major
ServiceLink April 2010 - Present
Accounting Principals January 2010 - March 2010
Load King Manufacturing January 2007 - October 2008
Merrill Lynch June 2005 - October 2006
Ellis & Associates, Inc May 2003 - June 2005
Ford Power Products May 1997 - February 2003
Skills
Accounts Payable, Accounts Receivable, Accounting, General Ledger, Journal Entries, Fixed Assets, Invoicing, Cash Management, Financial Analysis, PeopleSoft, Microsoft Excel, Purchasing, Six Sigma, Customer Service, Leadership, Project Management, Process Improvement
Education
Eastern Michigan University 1996 — 2000
Bachelor, Business Administration; Business Management Major
Rekha Sundaresan Rekha Sundaresan's Merrill Lynch Experience December 2007 - October 2008
Job Manager Regulatory Controls and Project Risks
Industry Financial Services
Experience
TD December 2014 - Present
TD bank January 2014 - Present
TD January 2014 - Present
Santan Consulting LLC May 2013 - December 2014
Jknipper November 2011 - May 2013
Diversant, LLC March 2011 - August 2011
Bristol Myers & Squibb May 2010 - February 2011
State of NJ Judiciary system July 2009 - May 2010
State of NJ 2009 - 2010
Merrill Lynch December 2007 - October 2008
Skills
Management, Project Management, Cross-functional Team..., Mobile Applications, E-commerce, Quality Assurance, PMI, Business Process, Agile Methodologies, Business Process..., CRM, Resource Management, Team Leadership, SharePoint, Vendor Management, SDLC, Requirements Analysis, Testing, Software Project..., Data Analysis, PMP, PMO, Project Portfolio..., Business Analysis, Team Management, Change Management, SOA, Program Management, Agile Project Management, Integration, Governance, Visio
Education
Eastern Michigan University 1999 — 2001
Master's degree, Management Information Systems, General
TD December 2014 - Present
TD bank January 2014 - Present
TD January 2014 - Present
Santan Consulting LLC May 2013 - December 2014
Jknipper November 2011 - May 2013
Diversant, LLC March 2011 - August 2011
Bristol Myers & Squibb May 2010 - February 2011
State of NJ Judiciary system July 2009 - May 2010
State of NJ 2009 - 2010
Merrill Lynch December 2007 - October 2008
Skills
Management, Project Management, Cross-functional Team..., Mobile Applications, E-commerce, Quality Assurance, PMI, Business Process, Agile Methodologies, Business Process..., CRM, Resource Management, Team Leadership, SharePoint, Vendor Management, SDLC, Requirements Analysis, Testing, Software Project..., Data Analysis, PMP, PMO, Project Portfolio..., Business Analysis, Team Management, Change Management, SOA, Program Management, Agile Project Management, Integration, Governance, Visio
Education
Eastern Michigan University 1999 — 2001
Master's degree, Management Information Systems, General
Russell Crane, MBA Russell Crane, MBA's Merrill Lynch Experience October 2011 - April 2012
Job Business & Planning Analyst, Institutional Client Service, at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust August 2013 - Present
Self January 2008 - August 2013
Merrill Lynch October 2011 - April 2012
Nationwide Insurance August 2007 - December 2010
JPMorgan Chase January 2005 - August 2007
JPMorgan Chase February 2000 - January 2005
Vanguard May 1997 - February 2000
Merion Matters 1996 - 1997
Journal Register Company 1995 - 1996
Thomson Reuters 1993 - 1995
Skills
Financial Advisory, Wealth Management, Private Banking, Special Needs, International Business, 401k Rollovers, Retirement Plan..., Series 7, Business Communications, Public Policy, Politics, Editing, Wealth Management..., Selling, Financial Planners, Private Equity, Leadership, Mutual Funds, Portfolio Management, CRM, Insurance, Mergers & Acquisitions, Training, Banking, International Capital..., Corporate Finance, Policy Writing, Manage Client..., Customer Contact, Consultative Selling, ACT CRM, Insurance Planning, Web Content, Autism Spectrum..., Salesforce.com, Special Needs Planning, Management, Start-ups, Marketing, Competitive Analysis, Business Planning, Email Marketing, Policy, Nonprofits, Finance, Small Business, Series 63, Relationship Management, Financial Risk, Consulting
Education
Eastern University 2001 — 2003
MBA, Business - New Ventures, 3.8 G.P.A.
Gettysburg College 1987 — 1992
B.A., English, Spanish
Wilmington Trust August 2013 - Present
Self January 2008 - August 2013
Merrill Lynch October 2011 - April 2012
Nationwide Insurance August 2007 - December 2010
JPMorgan Chase January 2005 - August 2007
JPMorgan Chase February 2000 - January 2005
Vanguard May 1997 - February 2000
Merion Matters 1996 - 1997
Journal Register Company 1995 - 1996
Thomson Reuters 1993 - 1995
Skills
Financial Advisory, Wealth Management, Private Banking, Special Needs, International Business, 401k Rollovers, Retirement Plan..., Series 7, Business Communications, Public Policy, Politics, Editing, Wealth Management..., Selling, Financial Planners, Private Equity, Leadership, Mutual Funds, Portfolio Management, CRM, Insurance, Mergers & Acquisitions, Training, Banking, International Capital..., Corporate Finance, Policy Writing, Manage Client..., Customer Contact, Consultative Selling, ACT CRM, Insurance Planning, Web Content, Autism Spectrum..., Salesforce.com, Special Needs Planning, Management, Start-ups, Marketing, Competitive Analysis, Business Planning, Email Marketing, Policy, Nonprofits, Finance, Small Business, Series 63, Relationship Management, Financial Risk, Consulting
Education
Eastern University 2001 — 2003
MBA, Business - New Ventures, 3.8 G.P.A.
Gettysburg College 1987 — 1992
B.A., English, Spanish
Junjia Hou, MBA, CMA's Merrill Lynch Experience January 2009 - April 2009
Job Finance Manager at Cummins Inc.
Industry Automotive
Experience
Cummins Inc. June 2013 - Present
Cummins Inc. June 2012 - August 2012
Logic Solutions May 2009 - August 2011
Merrill Lynch January 2009 - April 2009
Skills
Financial Analysis, Process Improvement, Project Management, Analysis, Financial Modeling, Team Leadership, Strategy, Business Strategy, Quantitative Analytics, Intercultural..., Fast Learner, Client Interfacing, Multitasking and Time..., Financial Planning, Financial Forecasting, Financial Reporting, Oracle Applications, Hyperion HFM, People Management, International Exposure, Management, Corporate Finance, Forecasting
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance and Accounting
Eastern Michigan University 2007 — 2009
Bachelor of Business Administration, Finance, 3.93/4.00
Macau University of Science and Technology 2005 — 2007
Business Administration, Finance, 3.77/4.00
High School Affiliated to Fudan University (FDFZ) 2002 — 2005
High School
Cummins Inc. June 2013 - Present
Cummins Inc. June 2012 - August 2012
Logic Solutions May 2009 - August 2011
Merrill Lynch January 2009 - April 2009
Skills
Financial Analysis, Process Improvement, Project Management, Analysis, Financial Modeling, Team Leadership, Strategy, Business Strategy, Quantitative Analytics, Intercultural..., Fast Learner, Client Interfacing, Multitasking and Time..., Financial Planning, Financial Forecasting, Financial Reporting, Oracle Applications, Hyperion HFM, People Management, International Exposure, Management, Corporate Finance, Forecasting
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance and Accounting
Eastern Michigan University 2007 — 2009
Bachelor of Business Administration, Finance, 3.93/4.00
Macau University of Science and Technology 2005 — 2007
Business Administration, Finance, 3.77/4.00
High School Affiliated to Fudan University (FDFZ) 2002 — 2005
High School
francois lu francois lu's Merrill Lynch Experience
Job bank at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Equities, Investments, Wealth Management, Series 7, Portfolio Management, Fixed Income, Financial Modeling, Retirement Planning, Financial Analysis, Mutual Funds, Derivatives, Financial Planning, Investment Banking, Capital Markets, Bloomberg, Asset Management, Banking, Valuation, Securities, Corporate Finance
Education
Princeton University 2001 — 2002
Ecole polytechnique 1998 — 2001
lycee henri IV
Merrill Lynch
Skills
Equities, Investments, Wealth Management, Series 7, Portfolio Management, Fixed Income, Financial Modeling, Retirement Planning, Financial Analysis, Mutual Funds, Derivatives, Financial Planning, Investment Banking, Capital Markets, Bloomberg, Asset Management, Banking, Valuation, Securities, Corporate Finance
Education
Princeton University 2001 — 2002
Ecole polytechnique 1998 — 2001
lycee henri IV
Doug Clerget's Merrill Lynch Experience June 2000 - October 2002
Job Director at PMB Real Estate Services
Industry Hospital & Health Care
Experience
PMB Real Estate Services December 2014 - Present
Dollar Per Month Charitable Foundation December 2011 - January 2015
CFG Properties 2004 - December 2014
Kidder Mathews January 2009 - December 2013
Kiemle & Hagood Company November 2002 - December 2003
Merrill Lynch June 2000 - October 2002
Skills
Social Networking, Real Estate, Property Management, Leases, Landlord, Leadership, Nonprofits, Non-profits, Location Intelligence, Management, Entrepreneurship, Real Estate Development, Disposition, Marketing, Brokerage, Sales, Strategic Partnerships, Charities, Philanthropy, Mergers, Corporate Real Estate, Real Estate Economics, Investments, Investment Properties, Landlords, Small Business, Business Development, Negotiation, Tenant, Lease Negotiations, Tenant Representation, Commercial Real Estate, Organizational..., Financial Analysis, Financial Modeling, Marketing Communications, Thought Leadership, Sales and Revenue Growth, Asset Management, Lease Administration, Shopping Centers, Customer Service, Finance, Strategic Planning, Social Media, Project Management, Marketing Strategy, Social Media Marketing, Contract Negotiation, Event Planning
Education
University of Pennsylvania - The Wharton School 2001 — 2002
Certified Financial Manager, Finance, General
Eastern Washington University 1996 — 2000
Bachelor's degree, Economics and Finance (dual degrees)
Bellarmine
Bellarmine
PMB Real Estate Services December 2014 - Present
Dollar Per Month Charitable Foundation December 2011 - January 2015
CFG Properties 2004 - December 2014
Kidder Mathews January 2009 - December 2013
Kiemle & Hagood Company November 2002 - December 2003
Merrill Lynch June 2000 - October 2002
Skills
Social Networking, Real Estate, Property Management, Leases, Landlord, Leadership, Nonprofits, Non-profits, Location Intelligence, Management, Entrepreneurship, Real Estate Development, Disposition, Marketing, Brokerage, Sales, Strategic Partnerships, Charities, Philanthropy, Mergers, Corporate Real Estate, Real Estate Economics, Investments, Investment Properties, Landlords, Small Business, Business Development, Negotiation, Tenant, Lease Negotiations, Tenant Representation, Commercial Real Estate, Organizational..., Financial Analysis, Financial Modeling, Marketing Communications, Thought Leadership, Sales and Revenue Growth, Asset Management, Lease Administration, Shopping Centers, Customer Service, Finance, Strategic Planning, Social Media, Project Management, Marketing Strategy, Social Media Marketing, Contract Negotiation, Event Planning
Education
University of Pennsylvania - The Wharton School 2001 — 2002
Certified Financial Manager, Finance, General
Eastern Washington University 1996 — 2000
Bachelor's degree, Economics and Finance (dual degrees)
Bellarmine
Bellarmine
Patrick Bronge's Merrill Lynch Experience January 2015 - Present
Job Attended Eastern Illinois University
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Piemonte National Fleet February 2014 - December 2014
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Financial Analysis, Risk Management, Banking, Business Analysis, Investments, PowerPoint, Business Strategy, Budgets
Education
Eastern Illinois University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance, General
Merrill Lynch January 2015 - Present
Piemonte National Fleet February 2014 - December 2014
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Financial Analysis, Risk Management, Banking, Business Analysis, Investments, PowerPoint, Business Strategy, Budgets
Education
Eastern Illinois University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance, General
Juan Pablo García Juan Pablo García's Merrill Lynch Experience June 2008 - August 2008
Job Associate at Monomoy Capital Partners
Industry Venture Capital & Private Equity
Experience
Monomoy Capital Partners September 2014 - Present
Barclays November 2013 - October 2014
Raymond James & Associates, Inc June 2011 - November 2013
InterBolsa June 2010 - August 2010
Banco de Occidente June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Capital Markets, Research, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Bloomberg, Investments, Private Equity, Emerging Markets, Equities, Fixed Income, Equity Research
Education
Eckerd College 2007 — 2011
Bachelor of Arts, Economics, Management
Monomoy Capital Partners September 2014 - Present
Barclays November 2013 - October 2014
Raymond James & Associates, Inc June 2011 - November 2013
InterBolsa June 2010 - August 2010
Banco de Occidente June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Capital Markets, Research, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Bloomberg, Investments, Private Equity, Emerging Markets, Equities, Fixed Income, Equity Research
Education
Eckerd College 2007 — 2011
Bachelor of Arts, Economics, Management
Steve Replogle Steve Replogle's Merrill Lynch Experience February 2000 - September 2000
Job Senior Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors August 2015 - Present
Bank of Oklahoma May 2008 - August 2015
First Mid-Illinois Bank & Trust September 2000 - May 2008
Merrill Lynch February 2000 - September 2000
Skills
Portfolio Management, Financial Services, Investments, Wealth Management..., Asset Allocation, Estate Planning, Investment Management, Financial Advisory, CFA Charterholder, CPA, CTFA, Asset Management
Education
Eastern Illinois University 1974 — 1979
B.S. Business, Marketing
Mariner Wealth Advisors August 2015 - Present
Bank of Oklahoma May 2008 - August 2015
First Mid-Illinois Bank & Trust September 2000 - May 2008
Merrill Lynch February 2000 - September 2000
Skills
Portfolio Management, Financial Services, Investments, Wealth Management..., Asset Allocation, Estate Planning, Investment Management, Financial Advisory, CFA Charterholder, CPA, CTFA, Asset Management
Education
Eastern Illinois University 1974 — 1979
B.S. Business, Marketing
Timothy Rush Timothy Rush's Merrill Lynch Experience January 1990 - September 2008
Job Sr. Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James September 2008 - Present
Merrill Lynch January 1990 - September 2008
Skills
Securities, Series 7, Investments, Wealth Management, Financial Advisory, Retirement Planning, Investment Advisory, Mutual Funds, Series 63, Asset Allocation, Investment Strategies, Alternative Investments, Asset Management, Equities, Strategic Financial..., Portfolio Management, Fixed Income, Investment Management, Hedge Funds, Insurance
Education
Eastern Michigan University
Bachelor's degree, Finance, General
Raymond James September 2008 - Present
Merrill Lynch January 1990 - September 2008
Skills
Securities, Series 7, Investments, Wealth Management, Financial Advisory, Retirement Planning, Investment Advisory, Mutual Funds, Series 63, Asset Allocation, Investment Strategies, Alternative Investments, Asset Management, Equities, Strategic Financial..., Portfolio Management, Fixed Income, Investment Management, Hedge Funds, Insurance
Education
Eastern Michigan University
Bachelor's degree, Finance, General
Robin Kotrba Robin Kotrba's Merrill Lynch Experience September 1986 - May 1991
Job Marketing Manager INBALANCE BUILDINGS
Industry Facilities Services
Experience
InBalance April 2013 - Present
Victor Interim June 1991 - May 1995
Merrill Lynch September 1986 - May 1991
Skills
Customer Service, Project Management, Account Management, Accounts Payable, Strategic Planning, Training, Program Management, Change Management, Team Building, Management, Coaching, Leadership, Project Planning, Budgets, Organizational..., Team Leadership, Management Consulting, Leadership Development, Process Improvement
Education
Eastern Illinois University 1981 — 1985
Bachelor of Science (BS), Community Health Services/Liaison/Counseling
University of Madrid
Community Health Care
InBalance April 2013 - Present
Victor Interim June 1991 - May 1995
Merrill Lynch September 1986 - May 1991
Skills
Customer Service, Project Management, Account Management, Accounts Payable, Strategic Planning, Training, Program Management, Change Management, Team Building, Management, Coaching, Leadership, Project Planning, Budgets, Organizational..., Team Leadership, Management Consulting, Leadership Development, Process Improvement
Education
Eastern Illinois University 1981 — 1985
Bachelor of Science (BS), Community Health Services/Liaison/Counseling
University of Madrid
Community Health Care
Andrew Fraser, CPHIMS Andrew Fraser, CPHIMS's Merrill Lynch Experience May 1999 - June 2002
Job Director, Clinical Solutions Group at Surgical Information Systems (SIS) and AmkaiSolutions, a Subsidiary of SIS
Industry Hospital & Health Care
Experience
Surgical Information Systems September 2014 - Present
Surgical Information Systems May 2012 - August 2014
GE Healthcare June 2003 - April 2012
Merrill Lynch May 1999 - June 2002
US Army September 1988 - April 1999
Skills
Healthcare Information..., Healthcare, Process Improvement, Crystal Reports, Strategic Planning, SQL, Project Management, PHP, Change Management, Six Sigma, Program Management, Cross-functional Team..., Hospitals, Medical Devices, Business Analysis, Surgery, Leadership, Healthcare Industry, Informatics, Integration
Education
Jack Welch Management Institute at Strayer University 2014 — 2016
Executive MBA, Executive MBA, Honors
Western Carolina University 1984 — 1988
BS Political Science, International Relations
ECPI College of Technology
Associates, Network Security
Surgical Information Systems September 2014 - Present
Surgical Information Systems May 2012 - August 2014
GE Healthcare June 2003 - April 2012
Merrill Lynch May 1999 - June 2002
US Army September 1988 - April 1999
Skills
Healthcare Information..., Healthcare, Process Improvement, Crystal Reports, Strategic Planning, SQL, Project Management, PHP, Change Management, Six Sigma, Program Management, Cross-functional Team..., Hospitals, Medical Devices, Business Analysis, Surgery, Leadership, Healthcare Industry, Informatics, Integration
Education
Jack Welch Management Institute at Strayer University 2014 — 2016
Executive MBA, Executive MBA, Honors
Western Carolina University 1984 — 1988
BS Political Science, International Relations
ECPI College of Technology
Associates, Network Security
Andrew Dreves, ASID Andrew Dreves, ASID's Merrill Lynch Experience June 1989 - June 1990
Job Director of Marketing / Products Workshop
Industry Construction
Experience
ASST May 2012 - Present
Noelker and Hull Associates February 2000 - April 2012
CUH2A / CUH2A Entertainment September 1997 - February 2000
Michael Landau Associates / Architects September 1990 - September 1997
Mancini Duffy June 1990 - September 1990
Merrill Lynch June 1989 - June 1990
Skills
MS Office Suite, PowerPoint, Photoshop, FF&E, Product Design, Brand Development, Interior Architecture, Graphic Design, Fine Art, Mixed Media, Photography, Marketing Strategy, Packaging Design, Freehand Sketching, Architectural Millwork..., Client Development, Furniture Design, Lighting Design, Sales Presentations, Presentation Development, Technical Writing, AutoCAD Architecture, Sketching, Furniture, Sustainable Design, Interior Design, Residential Design, Renovation, Retail Design, Drawing, Marketing, Architectural Design, Design Research, LEED AP, Submittals, LEED, SketchUp, Revit, Green Building, Architecture, Rendering, Space planning, Architectural Drawings, Packaging, Finish, Concept Design, Furnishings, Microsoft Office, Finish Selections, Floor Plans
Education
The College of New Jersey 1987 — 1990
BFA
Edinboro University of Pennsylvania 1985 — 1987
Bethel Park Sr. High School 1982 — 1985
High school diploma
ASST May 2012 - Present
Noelker and Hull Associates February 2000 - April 2012
CUH2A / CUH2A Entertainment September 1997 - February 2000
Michael Landau Associates / Architects September 1990 - September 1997
Mancini Duffy June 1990 - September 1990
Merrill Lynch June 1989 - June 1990
Skills
MS Office Suite, PowerPoint, Photoshop, FF&E, Product Design, Brand Development, Interior Architecture, Graphic Design, Fine Art, Mixed Media, Photography, Marketing Strategy, Packaging Design, Freehand Sketching, Architectural Millwork..., Client Development, Furniture Design, Lighting Design, Sales Presentations, Presentation Development, Technical Writing, AutoCAD Architecture, Sketching, Furniture, Sustainable Design, Interior Design, Residential Design, Renovation, Retail Design, Drawing, Marketing, Architectural Design, Design Research, LEED AP, Submittals, LEED, SketchUp, Revit, Green Building, Architecture, Rendering, Space planning, Architectural Drawings, Packaging, Finish, Concept Design, Furnishings, Microsoft Office, Finish Selections, Floor Plans
Education
The College of New Jersey 1987 — 1990
BFA
Edinboro University of Pennsylvania 1985 — 1987
Bethel Park Sr. High School 1982 — 1985
High school diploma
Fred Badua Fred Badua's Merrill Lynch Experience March 2012 - February 2013
Job Security and Risk Management Consultant
Industry Management Consulting
Experience
Private-Public Consultant March 2013 - Present
Security June 2014 - Present
WorkSource Redmond 2014 - 2014
Merrill Lynch March 2012 - February 2013
LOCKHEED IS&GS Support to Africa Command June 2010 - August 2011
SAIC - Support to US Africa Command August 2008 - July 2010
US NAVY RESERVES March 1996 - July 2010
SAIC September 2003 - August 2008
Merrill Lynch September 1999 - December 2000
BETAC March 1998 - August 1999
Skills
Technical Writing, Network Analysis, Defense, Analysis, Planning, Command, Surveillance, Military, Security Clearance, DoD, Program Management, Government, Security, Systems Engineering, Policy, Information Assurance, Navy, Counterterrorism, Strategic Planning, Research, Risk Management, Emergency Management, Intelligence Analysis, Team Leadership, Integration, Change Management, Microsoft Office, Homeland Security, Problem Solving, Process Improvement, Organizational..., Team Building, Logistics, Network Security, Operations Management, Mentoring, Customer Relations, National Security, Budgeting, Public Speaking, Law Enforcement, Computer Security, Testing, Engineering, Requirements Analysis, Writing, New Business Development, Physical Security, Project Planning, Project Management
Education
Edmonds Community College 2012 — 2014
Business Management Associate of Technical Arts Degree; Project Management Certificate, Business Management, Marketing, Project Management, Supervision Certificate, Small Business Cert., 3.0
United States Merchant Marine Academy 1982 — 1986
BS, MARINE ENGINEERING/ MARINE TRANSPORTATION
IOLANI 1977 — 1982
Private-Public Consultant March 2013 - Present
Security June 2014 - Present
WorkSource Redmond 2014 - 2014
Merrill Lynch March 2012 - February 2013
LOCKHEED IS&GS Support to Africa Command June 2010 - August 2011
SAIC - Support to US Africa Command August 2008 - July 2010
US NAVY RESERVES March 1996 - July 2010
SAIC September 2003 - August 2008
Merrill Lynch September 1999 - December 2000
BETAC March 1998 - August 1999
Skills
Technical Writing, Network Analysis, Defense, Analysis, Planning, Command, Surveillance, Military, Security Clearance, DoD, Program Management, Government, Security, Systems Engineering, Policy, Information Assurance, Navy, Counterterrorism, Strategic Planning, Research, Risk Management, Emergency Management, Intelligence Analysis, Team Leadership, Integration, Change Management, Microsoft Office, Homeland Security, Problem Solving, Process Improvement, Organizational..., Team Building, Logistics, Network Security, Operations Management, Mentoring, Customer Relations, National Security, Budgeting, Public Speaking, Law Enforcement, Computer Security, Testing, Engineering, Requirements Analysis, Writing, New Business Development, Physical Security, Project Planning, Project Management
Education
Edmonds Community College 2012 — 2014
Business Management Associate of Technical Arts Degree; Project Management Certificate, Business Management, Marketing, Project Management, Supervision Certificate, Small Business Cert., 3.0
United States Merchant Marine Academy 1982 — 1986
BS, MARINE ENGINEERING/ MARINE TRANSPORTATION
IOLANI 1977 — 1982
Jeffrey D. Schrader, CRPC® Jeffrey D. Schrader, CRPC®'s Merrill Lynch Experience November 2005 - March 2009
Job Schrader Wealth Management
Industry Investment Management
Experience
Schrader Wealth Management Group April 2009 - Present
Western International Securities March 2009 - Present
Charitable Concepts LLC March 2010 - October 2011
Merrill Lynch November 2005 - March 2009
Ryan Beck & Co. May 1998 - November 2005
Sodexo May 1996 - May 1998
Marriott International October 1989 - May 1996
El Torito Restaurant November 1988 - September 1989
Moshulu Restaurant March 1987 - October 1988
21 West Restaurant and Piano Bar May 1986 - February 1987
Skills
Series 7, Financial Planning, Insurance, Investments, Retirement Planning, Securities, Wealth Management, Asset Allocation, Mutual Funds, Retirement, 401k, Equities, Asset Management, Portfolio Management, Financial Analysis, Investment Strategies, Alternative Investments, Annuities, IRA's, Series 63, IRAs, Financial Advisory, FINRA, Investment Advisory, Fixed Annuities
Education
Eastern University 1997 — 1998
Organizational Behavior, Finance
Wright State University 1979 — 1983
Economics, Political Science
Schrader Wealth Management Group April 2009 - Present
Western International Securities March 2009 - Present
Charitable Concepts LLC March 2010 - October 2011
Merrill Lynch November 2005 - March 2009
Ryan Beck & Co. May 1998 - November 2005
Sodexo May 1996 - May 1998
Marriott International October 1989 - May 1996
El Torito Restaurant November 1988 - September 1989
Moshulu Restaurant March 1987 - October 1988
21 West Restaurant and Piano Bar May 1986 - February 1987
Skills
Series 7, Financial Planning, Insurance, Investments, Retirement Planning, Securities, Wealth Management, Asset Allocation, Mutual Funds, Retirement, 401k, Equities, Asset Management, Portfolio Management, Financial Analysis, Investment Strategies, Alternative Investments, Annuities, IRA's, Series 63, IRAs, Financial Advisory, FINRA, Investment Advisory, Fixed Annuities
Education
Eastern University 1997 — 1998
Organizational Behavior, Finance
Wright State University 1979 — 1983
Economics, Political Science
David Kranz's Merrill Lynch Experience April 2006 - January 2009
Job Web Developer at PhillipCapital
Industry Design
Experience
PhillipCapital July 2015 - Present
SmarkLabs April 2015 - July 2015
PFG Best May 2011 - July 2012
Entrust IRA Administration Inc June 2009 - March 2011
Merrill Lynch April 2006 - January 2009
Refco LLC March 2002 - February 2006
LFG LLC August 1999 - March 2002
Skills
Options, Trading, Alternative Investments, Investments, Foreign Exchange, Risk Management, Daily Operations, Equities, FX trading, Financial Services, Hedge Funds, Commodity Markets, FX Options, Commodity, Client Services, IRAs, Back Office, Account Reconciliation, Financial Risk, Currency, Retirement Planning, Web Design, HTML, CSS, JavaScript, jQuery, WordPress
Education
The Illinois Institute of Art-Schaumburg 2013 — 2015
Web Design & Interactive Media, Web Design, Graduated with Honors
Eastern Illinois University 1995 — 1997
PhillipCapital July 2015 - Present
SmarkLabs April 2015 - July 2015
PFG Best May 2011 - July 2012
Entrust IRA Administration Inc June 2009 - March 2011
Merrill Lynch April 2006 - January 2009
Refco LLC March 2002 - February 2006
LFG LLC August 1999 - March 2002
Skills
Options, Trading, Alternative Investments, Investments, Foreign Exchange, Risk Management, Daily Operations, Equities, FX trading, Financial Services, Hedge Funds, Commodity Markets, FX Options, Commodity, Client Services, IRAs, Back Office, Account Reconciliation, Financial Risk, Currency, Retirement Planning, Web Design, HTML, CSS, JavaScript, jQuery, WordPress
Education
The Illinois Institute of Art-Schaumburg 2013 — 2015
Web Design & Interactive Media, Web Design, Graduated with Honors
Eastern Illinois University 1995 — 1997
Mary K. Huff Mary K. Huff's Merrill Lynch Experience January 2015 - Present
Job Assistant Vice President, CFM, CRPC at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch July 2004 - Present
Beacon Investment Company August 1987 - December 2003
Skills
Retirement Planning, Series 7, Securities, Finance, Uniform Combined State..., Financial Advisory, Relationship Management, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, CRPC, Retirement, Investments, Strategic Planning, Management
Education
Eastern Michigan University
MBA, BBA, Finance
Merrill Lynch January 2015 - Present
Merrill Lynch July 2004 - Present
Beacon Investment Company August 1987 - December 2003
Skills
Retirement Planning, Series 7, Securities, Finance, Uniform Combined State..., Financial Advisory, Relationship Management, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, CRPC, Retirement, Investments, Strategic Planning, Management
Education
Eastern Michigan University
MBA, BBA, Finance
Gregory Cragel Gregory Cragel's Merrill Lynch Experience 1984 - 1991
Job Financial Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network May 2010 - Present
Northwestern Mutual Financial Network August 2009 - May 2010
Allied Waste Industries March 2007 - February 2009
LaSalle Bank / Standard Federal October 1999 - May 2001
NBD Bank / Bank One September 1993 - September 1999
Merrill Lynch 1984 - 1991
Empire of America 1981 - 1984
Education
Wayne State University 1991 — 1992
MBA, Finance
Eastern Michigan University
BBA, Finance
Stevenson High School
Northwestern Mutual Financial Network May 2010 - Present
Northwestern Mutual Financial Network August 2009 - May 2010
Allied Waste Industries March 2007 - February 2009
LaSalle Bank / Standard Federal October 1999 - May 2001
NBD Bank / Bank One September 1993 - September 1999
Merrill Lynch 1984 - 1991
Empire of America 1981 - 1984
Education
Wayne State University 1991 — 1992
MBA, Finance
Eastern Michigan University
BBA, Finance
Stevenson High School
Ryan A. Kowadla, MBA, CSNA Ryan A. Kowadla, MBA, CSNA's Merrill Lynch Experience May 2008 - Present
Job Portfolio Advisor, PIA Program The Gursoy Group at Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch May 2008 - Present
Boca Raton Resort & Club 2004 - 2006
Education
Florida Gulf Coast University 2007 — 2008
Master of Business Administration, Finance
Florida Atlantic University 2004 — 2006
Bachelor of Business Administration, Hospitality & Tourism Management
Edison Community College 2002 — 2004
Associate of Arts, General
Merrill Lynch May 2008 - Present
Boca Raton Resort & Club 2004 - 2006
Education
Florida Gulf Coast University 2007 — 2008
Master of Business Administration, Finance
Florida Atlantic University 2004 — 2006
Bachelor of Business Administration, Hospitality & Tourism Management
Edison Community College 2002 — 2004
Associate of Arts, General
Rick Paler Rick Paler's Merrill Lynch Experience January 1990 - March 1992
Job President, RL Paler Investment Advisors, LLC | A FeeOnly Financial Planning Firm | Registered Investment Adviser
Industry Investment Management
Experience
RL Paler Investment Advisors, LLC 2004 - Present
Tracy Rotary Endowment July 2005 - September 2006
Private Asset Management July 2001 - January 2004
Charles Schwab & Co. February 1993 - July 2001
Olde Discount March 1992 - January 1993
Merrill Lynch January 1990 - March 1992
Edward Jones January 1988 - December 1989
Skills
Portfolio Management, Wealth Management, Retirement Planning, Investments, Finance, Strategic Planning, Estate Planning, Financial Advisory, Investment Management, Asset Allocation, Investment Advisory, Financial Planners, Strategic Financial..., Investment Strategies, Financial Analysis, Budgets, 401k Rollovers, NFL Second Career..., 401k, Stock Research, Fixed Income, Stock Market, Stock Option, NFL, USATF, MLB, NBA, NHL, USSF, USMNT, Sports Entertainment, Athlete Marketing, Football, Personal Finance, Wealth Management..., Series 7, Securities, Retirement, Wealth, Athletics, Financial Planning, Public Speaking, Event Management, Management
Education
Eastern Michigan University 1983 — 1987
B.S., Sports Medicine
Catholic Central 1979 — 1983
RL Paler Investment Advisors, LLC 2004 - Present
Tracy Rotary Endowment July 2005 - September 2006
Private Asset Management July 2001 - January 2004
Charles Schwab & Co. February 1993 - July 2001
Olde Discount March 1992 - January 1993
Merrill Lynch January 1990 - March 1992
Edward Jones January 1988 - December 1989
Skills
Portfolio Management, Wealth Management, Retirement Planning, Investments, Finance, Strategic Planning, Estate Planning, Financial Advisory, Investment Management, Asset Allocation, Investment Advisory, Financial Planners, Strategic Financial..., Investment Strategies, Financial Analysis, Budgets, 401k Rollovers, NFL Second Career..., 401k, Stock Research, Fixed Income, Stock Market, Stock Option, NFL, USATF, MLB, NBA, NHL, USSF, USMNT, Sports Entertainment, Athlete Marketing, Football, Personal Finance, Wealth Management..., Series 7, Securities, Retirement, Wealth, Athletics, Financial Planning, Public Speaking, Event Management, Management
Education
Eastern Michigan University 1983 — 1987
B.S., Sports Medicine
Catholic Central 1979 — 1983
Kira Savino Kira Savino's Merrill Lynch Experience May 2007 - August 2007
Job Director of Operations at Sound Solar Systems LLC
Industry Renewables & Environment
Experience
Sound Solar Systems October 2009 - Present
A.P. Savino LLC October 2009 - December 2013
Globe Pequot Press May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Marketing Strategy, Microsoft Office, Strategic Planning, QuickBooks, Social Networking Sites, Drupal, Adobe Creative Suite, Constant Contact, Social Media, Social Networking, Budgets, Customer Service, Contract Negotiation
Education
Eckerd College 2005 — 2009
BA, International Business, Italian
Sound Solar Systems October 2009 - Present
A.P. Savino LLC October 2009 - December 2013
Globe Pequot Press May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Marketing Strategy, Microsoft Office, Strategic Planning, QuickBooks, Social Networking Sites, Drupal, Adobe Creative Suite, Constant Contact, Social Media, Social Networking, Budgets, Customer Service, Contract Negotiation
Education
Eckerd College 2005 — 2009
BA, International Business, Italian
Gregory Pitera Gregory Pitera's Merrill Lynch Experience September 2008 - February 2011
Job Vascular Ultrasound Technologist at Newark Beth Israel Medical Center
Industry Hospital & Health Care
Experience
Newark Beth Israel Medical Center June 2015 - Present
Vein Clinics of America September 2014 - February 2015
Mount Sinai Medical Center/Christ Hospital September 2012 - April 2013
Merrill Lynch September 2008 - February 2011
PNC Financial Services Group/First Horizon August 2004 - January 2008
Cognizant Technology Solutions August 2000 - June 2004
DHL September 1998 - September 1999
US Navy June 1994 - June 1998
Skills
Android, Photoshop Elements, Ultrasound, EKG, Phlebotomy, Medisoft, Microsoft Office 2007, Wealth Management, Series 7, Finance, Investments, Securities, Financial Services, Mutual Funds, Equities, Sales, Business Development, Program Management, CRM, Management, Diagnostic Ultrasound, Vascular, Training, Marketing, Strategic Planning, Healthcare, Leadership, Customer Service, Hospitals, Healthcare Management
Education
Mount Sinai Medical Center - Externship 2012 — 2013
Vascular Ultrasound Technologist, Vascular Ultrasound Technology
Eastwick College 2011 — 2012
Vascular Ultrasound, Vascular Ultrasound, 3.98 GPA
Navy Supply Corps School 1996 — 1997
Naval Supply Officer, Banking, Logistics, Retail Management, Food Service Management
Officer Candidate School 1994 — 1994
Naval Officer, Leadership, Engineering, Navigation, Seamanship, Damage Control, Military Law, Naval History
Oglethorpe University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Northern Highlands Regional High School 1982 — 1986
HSD, all
Newark Beth Israel Medical Center June 2015 - Present
Vein Clinics of America September 2014 - February 2015
Mount Sinai Medical Center/Christ Hospital September 2012 - April 2013
Merrill Lynch September 2008 - February 2011
PNC Financial Services Group/First Horizon August 2004 - January 2008
Cognizant Technology Solutions August 2000 - June 2004
DHL September 1998 - September 1999
US Navy June 1994 - June 1998
Skills
Android, Photoshop Elements, Ultrasound, EKG, Phlebotomy, Medisoft, Microsoft Office 2007, Wealth Management, Series 7, Finance, Investments, Securities, Financial Services, Mutual Funds, Equities, Sales, Business Development, Program Management, CRM, Management, Diagnostic Ultrasound, Vascular, Training, Marketing, Strategic Planning, Healthcare, Leadership, Customer Service, Hospitals, Healthcare Management
Education
Mount Sinai Medical Center - Externship 2012 — 2013
Vascular Ultrasound Technologist, Vascular Ultrasound Technology
Eastwick College 2011 — 2012
Vascular Ultrasound, Vascular Ultrasound, 3.98 GPA
Navy Supply Corps School 1996 — 1997
Naval Supply Officer, Banking, Logistics, Retail Management, Food Service Management
Officer Candidate School 1994 — 1994
Naval Officer, Leadership, Engineering, Navigation, Seamanship, Damage Control, Military Law, Naval History
Oglethorpe University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Northern Highlands Regional High School 1982 — 1986
HSD, all
Belinda Blanchfield, PMP's Merrill Lynch Experience 2003 - 2005
Job
Industry Banking
Experience
HSBC Securities August 2011 - April 2012
HSBC March 2008 - August 2011
Lehman Brothers May 2007 - March 2008
Capco October 1999 - October 2006
Merrill Lynch 2003 - 2005
Omgeo 2001 - 2003
Clearstream January 2000 - December 2000
The Bank of New York October 1997 - October 2000
Skills
SDLC, PMO, Strategy, Program Management, Project Delivery, Change Management, Business Transformation, Business Analysis, CRM, SOA, Project Planning, Governance, Management, PMP, Organizational Design, MS Project, SharePoint, Business Requirements, User Acceptance Testing, IT Strategy, Visio, Management Consulting, Project Management, Business Process..., Business Process Design, Stakeholder Management, Certified Project..., Business Process..., Financial Services, Cross-functional Team..., Vendor Management, Software Project..., Banking
Education
The Ohio State University - The Max M. Fisher College of Business 1995 — 1996
MBA
University of Cape Town 1991 — 1992
BSc (Honors)
University of Cape Town 1989 — 1991
BSc
Edith Cowan University
MBA
HSBC Securities August 2011 - April 2012
HSBC March 2008 - August 2011
Lehman Brothers May 2007 - March 2008
Capco October 1999 - October 2006
Merrill Lynch 2003 - 2005
Omgeo 2001 - 2003
Clearstream January 2000 - December 2000
The Bank of New York October 1997 - October 2000
Skills
SDLC, PMO, Strategy, Program Management, Project Delivery, Change Management, Business Transformation, Business Analysis, CRM, SOA, Project Planning, Governance, Management, PMP, Organizational Design, MS Project, SharePoint, Business Requirements, User Acceptance Testing, IT Strategy, Visio, Management Consulting, Project Management, Business Process..., Business Process Design, Stakeholder Management, Certified Project..., Business Process..., Financial Services, Cross-functional Team..., Vendor Management, Software Project..., Banking
Education
The Ohio State University - The Max M. Fisher College of Business 1995 — 1996
MBA
University of Cape Town 1991 — 1992
BSc (Honors)
University of Cape Town 1989 — 1991
BSc
Edith Cowan University
MBA
Chris Voight's Merrill Lynch Experience May 2008 - Present
Job
Industry Financial Services
Experience
Merrill Lynch May 2008 - Present
MLPFS May 2005 - 2008
Merrill Lynch 2001 - 2005
ABN AMRO 1999 - 2001
Brown & Company 1997 - 1999
Skills
Equity Trading, Options, Series 7, Electronic Trading, Derivatives, Direct Market Access, FINRA, Equities, Financial Markets, Securities, Series 63, Trading, Trading Systems
Education
Eastern Illinois University 1992 — 1996
BS
Merrill Lynch May 2008 - Present
MLPFS May 2005 - 2008
Merrill Lynch 2001 - 2005
ABN AMRO 1999 - 2001
Brown & Company 1997 - 1999
Skills
Equity Trading, Options, Series 7, Electronic Trading, Derivatives, Direct Market Access, FINRA, Equities, Financial Markets, Securities, Series 63, Trading, Trading Systems
Education
Eastern Illinois University 1992 — 1996
BS
David M. Sotsky's Merrill Lynch Experience 2011 - Present
Job Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch 2011 - Present
Education
Eckerd College 1992 — 1997
BA, Economics
Merrill Lynch 2011 - Present
Education
Eckerd College 1992 — 1997
BA, Economics
Frank Klarich's Merrill Lynch Experience 2000 - 2003
Job Vice President Construction & Industrial Equipment Financing at GE Capital
Industry Financial Services
Experience
GE Capital June 2013 - Present
Lincoln Group Advisors, Inc. February 2013 - June 2013
GE Capital December 2011 - February 2013
GE Capital December 2010 - December 2011
GE Capital July 2008 - December 2010
GE Capital April 2007 - July 2008
GE Capital February 2006 - April 2007
GE Capital January 2003 - February 2006
Merrill Lynch 2000 - 2003
Barry Sehlin for Congress 1999 - 2000
Skills
Strategy, Business Development, Cross-functional Team..., Sales Management, CRM, New Markets Development, Sales Compensation Plans, Public Speaking, Leadership, Strategic Planning, Analytics, Forecasting, Competitive Analysis, Change Management, Process Improvement, Sales, Marketing, Business Strategy, Business Planning, Account Management, New Business Development, Financial Services, Performance Management, B2B, Pricing, Finance, Relationship Management, Salesforce.com, Executive Management, Risk Management, Financial Analysis, Start-ups, Portfolio Management, Strategic Partnerships
Education
Eastern Washington University 1998 — 2003
MPA, Public Administration
Eastern Washington University 1994 — 1998
Bachelor of Arts, Criminal Justice
Everett High School...Immaculate
GE Capital June 2013 - Present
Lincoln Group Advisors, Inc. February 2013 - June 2013
GE Capital December 2011 - February 2013
GE Capital December 2010 - December 2011
GE Capital July 2008 - December 2010
GE Capital April 2007 - July 2008
GE Capital February 2006 - April 2007
GE Capital January 2003 - February 2006
Merrill Lynch 2000 - 2003
Barry Sehlin for Congress 1999 - 2000
Skills
Strategy, Business Development, Cross-functional Team..., Sales Management, CRM, New Markets Development, Sales Compensation Plans, Public Speaking, Leadership, Strategic Planning, Analytics, Forecasting, Competitive Analysis, Change Management, Process Improvement, Sales, Marketing, Business Strategy, Business Planning, Account Management, New Business Development, Financial Services, Performance Management, B2B, Pricing, Finance, Relationship Management, Salesforce.com, Executive Management, Risk Management, Financial Analysis, Start-ups, Portfolio Management, Strategic Partnerships
Education
Eastern Washington University 1998 — 2003
MPA, Public Administration
Eastern Washington University 1994 — 1998
Bachelor of Arts, Criminal Justice
Everett High School...Immaculate
Michelle Aulik's Merrill Lynch Experience February 2006 - June 2007
Job Sr. Project Manager at AT&T Wireless
Industry Information Technology and Services
Experience
AT&T Wireless August 2007 - Present
Merrill Lynch February 2006 - June 2007
Itron December 1999 - September 2005
Education
Eastern Washington University
AT&T Wireless August 2007 - Present
Merrill Lynch February 2006 - June 2007
Itron December 1999 - September 2005
Education
Eastern Washington University
Renee Shreeves's Merrill Lynch Experience January 1994 - February 1999
Job Director, Admin. Operations at Tic Toc
Industry Marketing and Advertising
Experience
Tic Toc August 2000 - Present
Tic Toc August 2000 - June 2014
Wells Fargo Bank February 1999 - August 2000
Merrill Lynch January 1994 - February 1999
Benefact June 1987 - June 1992
Skills
Advertising, Corporate Gifts, Graphic Design, B2B, Direct Marketing, Retail, Marketing, Integrated Marketing, Sales, Negotiation, Social Media, Marketing Strategy, Digital Marketing, Marketing Communications, Online Advertising, Direct Mail, E-commerce, Account Management, Brand Management, Product Marketing, Social Media Marketing, Trade Shows, New Business Development, Creative Direction, Interactive Marketing, CRM, Lead Generation, Brand Development, Social Networking, Online Marketing, Product Development, Email Marketing, Digital Strategy, Creative Strategy, Management, Customer Service, Strategic Planning
Education
Eastfield College 1992 — 1994
American Sign Language Interpreter Program
Saint Mary-of-the-Woods College 1978 — 1980
Business Administration, Management and Operations
Tic Toc August 2000 - Present
Tic Toc August 2000 - June 2014
Wells Fargo Bank February 1999 - August 2000
Merrill Lynch January 1994 - February 1999
Benefact June 1987 - June 1992
Skills
Advertising, Corporate Gifts, Graphic Design, B2B, Direct Marketing, Retail, Marketing, Integrated Marketing, Sales, Negotiation, Social Media, Marketing Strategy, Digital Marketing, Marketing Communications, Online Advertising, Direct Mail, E-commerce, Account Management, Brand Management, Product Marketing, Social Media Marketing, Trade Shows, New Business Development, Creative Direction, Interactive Marketing, CRM, Lead Generation, Brand Development, Social Networking, Online Marketing, Product Development, Email Marketing, Digital Strategy, Creative Strategy, Management, Customer Service, Strategic Planning
Education
Eastfield College 1992 — 1994
American Sign Language Interpreter Program
Saint Mary-of-the-Woods College 1978 — 1980
Business Administration, Management and Operations
Jim Graeber's Merrill Lynch Experience 1985 - 1996
Job XFA
Industry Financial Services
Experience
X-Change Financial Access October 2011 - Present
RBC April 2006 - October 2011
Mizuho Securities USA Inc. 2000 - 2006
ABN AMRO Bank N.V. 1996 - 2000
Merrill Lynch 1985 - 1996
Skills
Options, Derivatives, Trading, Electronic Trading, Trading Systems, Brokerage, Hedge Funds, Proprietary Trading, Investments, Financial Analysis, Currency, Hedging, Risk Management, FX trading, FX Options
Education
Indiana University of Pennsylvania 1981 — 1984
Bachelor of Science (BS), Finance
Edinboro University of Pennsylvania
X-Change Financial Access October 2011 - Present
RBC April 2006 - October 2011
Mizuho Securities USA Inc. 2000 - 2006
ABN AMRO Bank N.V. 1996 - 2000
Merrill Lynch 1985 - 1996
Skills
Options, Derivatives, Trading, Electronic Trading, Trading Systems, Brokerage, Hedge Funds, Proprietary Trading, Investments, Financial Analysis, Currency, Hedging, Risk Management, FX trading, FX Options
Education
Indiana University of Pennsylvania 1981 — 1984
Bachelor of Science (BS), Finance
Edinboro University of Pennsylvania
Charlie R. Soto's Merrill Lynch Experience March 2005 - Present
Job
Industry Financial Services
Experience
Tough Time Wrestling Club / Socastee High School November 2011 - Present
Merrill Lynch March 2005 - Present
Skills
Retirement Planning, Retirement Income..., Wealth Management
Education
Edinboro University of Pennsylvania 1997 — 2002
Bachelor of Science, Business Administration: Financial Services / Marketing. Minor: Economics
College for Financial Planning
Chartered Retirement Planning Counselor / Chartered Retirement Plans Specialist designations
Tough Time Wrestling Club / Socastee High School November 2011 - Present
Merrill Lynch March 2005 - Present
Skills
Retirement Planning, Retirement Income..., Wealth Management
Education
Edinboro University of Pennsylvania 1997 — 2002
Bachelor of Science, Business Administration: Financial Services / Marketing. Minor: Economics
College for Financial Planning
Chartered Retirement Planning Counselor / Chartered Retirement Plans Specialist designations
John Huber, MBA's Merrill Lynch Experience 1998 - 2000
Job Compliance > Financial Management > Financial Analysis > Portfolio Management > Business / Legal Knowledge > Trading
Industry Financial Services
Experience
Options Clearing Corporation January 2014 - 2015
Morgan Stanley 2005 - 2014
GE Capital \ Genworth Financial 2002 - 2005
Interactive Brokers March 2001 - August 2002
Web Street Securities September 2000 - March 2001
Web Street Securities September 1999 - September 2000
Merrill Lynch 1998 - 2000
New Century Bank/Century Financial November 1998 - September 1999
American National Bank November 1997 - November 1998
Merrill Lynch January 1997 - November 1997
Skills
Risk Management, Auditing, Research, Financial Analysis, Strategic Financial..., Securities, Equities, Insurance, Analysis, Investments, Strategic Planning, Bloomberg, Investment Advisory, Wealth Management, Financial Risk, Credit, Finance, Portfolio Management, Trading, Series 7
Education
Lake Forest Graduate School of Management 2008 — 2010
MBA
Eastern Illinois University 1990 — 1995
Bachelor of Science, Finance
Options Clearing Corporation January 2014 - 2015
Morgan Stanley 2005 - 2014
GE Capital \ Genworth Financial 2002 - 2005
Interactive Brokers March 2001 - August 2002
Web Street Securities September 2000 - March 2001
Web Street Securities September 1999 - September 2000
Merrill Lynch 1998 - 2000
New Century Bank/Century Financial November 1998 - September 1999
American National Bank November 1997 - November 1998
Merrill Lynch January 1997 - November 1997
Skills
Risk Management, Auditing, Research, Financial Analysis, Strategic Financial..., Securities, Equities, Insurance, Analysis, Investments, Strategic Planning, Bloomberg, Investment Advisory, Wealth Management, Financial Risk, Credit, Finance, Portfolio Management, Trading, Series 7
Education
Lake Forest Graduate School of Management 2008 — 2010
MBA
Eastern Illinois University 1990 — 1995
Bachelor of Science, Finance
Gary Girvan's Merrill Lynch Experience August 2002 - October 2010
Job Senior Software Architect at PBF Energy
Industry Financial Services
Experience
PBF Energy April 2014 - Present
Profinity, LLC September 2013 - February 2014
Bank of America August 2010 - March 2013
Merrill Lynch August 2002 - October 2010
Prudential Investments 1996 - 2000
Skills
Sybase, Equities, SQL, Oracle, SDLC, Business Analysis, Databases
Education
Edinburgh Napier University
PBF Energy April 2014 - Present
Profinity, LLC September 2013 - February 2014
Bank of America August 2010 - March 2013
Merrill Lynch August 2002 - October 2010
Prudential Investments 1996 - 2000
Skills
Sybase, Equities, SQL, Oracle, SDLC, Business Analysis, Databases
Education
Edinburgh Napier University
Carol Posby's Merrill Lynch Experience 1973 - 1979
Job Retired Business Manager at AT&T
Industry Telecommunications
Experience
AT&T 1979 - 2009
at&t wireless 1997 - 1998
Merrill Lynch 1973 - 1979
Skills
Unified Communications, VoIP, Telecommunications, Channel, IP, Managed Services, Professional Services, Solution Selling, Wireless, MPLS, Direct Sales
Education
Eastern Michigan University 1972 — 1973
Masters Degree, Communication
Eastern Michigan University 1968 — 1972
BA, English & Speech
Harper Woods High School
AT&T 1979 - 2009
at&t wireless 1997 - 1998
Merrill Lynch 1973 - 1979
Skills
Unified Communications, VoIP, Telecommunications, Channel, IP, Managed Services, Professional Services, Solution Selling, Wireless, MPLS, Direct Sales
Education
Eastern Michigan University 1972 — 1973
Masters Degree, Communication
Eastern Michigan University 1968 — 1972
BA, English & Speech
Harper Woods High School
Magdi Bury, CPA, CGMA's Merrill Lynch Experience 1998 - 1999
Job Global GL Lead
Industry Automotive
Experience
Federal Mogul February 2015 - Present
Detroit Medical Center December 2013 - January 2015
Ally Financial Inc. May 2011 - December 2013
GMAC January 2010 - May 2011
GMAC February 2008 - January 2010
PricewaterhouseCoopers January 2006 - February 2008
University of Michigan 2001 - December 2005
Merrill Lynch 1998 - 1999
Skills
Accounting, Shared Services, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Auditing, General Ledger, Financial Accounting, Variance Analysis, US GAAP, Account Reconciliation, GAAP, Finance, Hyperion Enterprise, Cash Management, CPA, SAP, SAP R/3, PeopleSoft Financial, Accounts Receivable
Education
Eastern Michigan University 2003 — 2005
Master of Science, Accounting
University of Michigan-Dearborn 1993 — 1998
Bachelors, Mathematics
Federal Mogul February 2015 - Present
Detroit Medical Center December 2013 - January 2015
Ally Financial Inc. May 2011 - December 2013
GMAC January 2010 - May 2011
GMAC February 2008 - January 2010
PricewaterhouseCoopers January 2006 - February 2008
University of Michigan 2001 - December 2005
Merrill Lynch 1998 - 1999
Skills
Accounting, Shared Services, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Auditing, General Ledger, Financial Accounting, Variance Analysis, US GAAP, Account Reconciliation, GAAP, Finance, Hyperion Enterprise, Cash Management, CPA, SAP, SAP R/3, PeopleSoft Financial, Accounts Receivable
Education
Eastern Michigan University 2003 — 2005
Master of Science, Accounting
University of Michigan-Dearborn 1993 — 1998
Bachelors, Mathematics
Lucy Haukoos's Merrill Lynch Experience July 2004 - January 2008
Job Lending Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage December 2009 - Present
NumberWorks May 2008 - October 2012
Merrill Lynch July 2004 - January 2008
Education
Eastern Michigan University 1996 — 2000
Wells Fargo Home Mortgage December 2009 - Present
NumberWorks May 2008 - October 2012
Merrill Lynch July 2004 - January 2008
Education
Eastern Michigan University 1996 — 2000
Audrey Joyette's Merrill Lynch Experience August 2009 - Present
Job Administrative Assistant
Industry Individual & Family Services
Experience
Randstad Staffing Company August 2009 - Present
Merrill Lynch August 2009 - Present
Richardson Church of the Nazarene December 2007 - September 2008
Sunflower House March 2007 - December 2007
Skills
Teaching, Public Speaking, Writing, Theology, Group Presentations, Trainings, Event Planning, Event Design, Curriculum Writing, Calendar Management, Product Marketing
Education
Nazarene Theological Seminary 2001 — 2006
Nazarene; Christian Education; Social Work
Eastern Nazarene College 1997 — 2001
Bachelor of Arts (BA), Social Work
Randstad Staffing Company August 2009 - Present
Merrill Lynch August 2009 - Present
Richardson Church of the Nazarene December 2007 - September 2008
Sunflower House March 2007 - December 2007
Skills
Teaching, Public Speaking, Writing, Theology, Group Presentations, Trainings, Event Planning, Event Design, Curriculum Writing, Calendar Management, Product Marketing
Education
Nazarene Theological Seminary 2001 — 2006
Nazarene; Christian Education; Social Work
Eastern Nazarene College 1997 — 2001
Bachelor of Arts (BA), Social Work
Deanna Myer's Merrill Lynch Experience 1982 - Present
Job AVP, Sr. Financial Advisor, CFM, CRPC at Merrill Lynch Investment Managers
Industry Financial Services
Experience
Merrill Lynch 1982 - Present
Skills
Fundraising, Series 7, Philanthropy, Financial Analysis, Wealth Management, Investments, Nonprofits, Asset Allocation, Retirement Planning, Financial Advisory, Investment Strategies, Mutual Funds, Series 63, Retirement, Alternative Investments, 401k
Education
Eastern Illinois University 1978 — 1980
BS, Education
Kankakee Community College 1976 — 1978
Associate of Science (A.S.)
Tri-Point 1972 — 1976
Merrill Lynch 1982 - Present
Skills
Fundraising, Series 7, Philanthropy, Financial Analysis, Wealth Management, Investments, Nonprofits, Asset Allocation, Retirement Planning, Financial Advisory, Investment Strategies, Mutual Funds, Series 63, Retirement, Alternative Investments, 401k
Education
Eastern Illinois University 1978 — 1980
BS, Education
Kankakee Community College 1976 — 1978
Associate of Science (A.S.)
Tri-Point 1972 — 1976
Kevin Gregson's Merrill Lynch Experience March 2001 - June 2006
Job Sales CSS FedEx Office
Industry Printing
Experience
FedEx Office March 2014 - Present
PHH Corporation October 2012 - October 2013
David Weekley Homes January 2010 - September 2012
Ryland Homes June 2006 - January 2010
Merrill Lynch March 2001 - June 2006
Gateway 1998 - 2000
Skills
Negotiation, Contract Management, Sales, Business Development, New Home Sales, Residential Homes, Selling, Real Estate, Loans, Contract Negotiation
Education
Florida State University - College of Business 1998 — 2000
Bachelor of Science (BS), Finance, General
Edison Community College 1997 — 1998
Associate's Degree, General Buisness
FedEx Office March 2014 - Present
PHH Corporation October 2012 - October 2013
David Weekley Homes January 2010 - September 2012
Ryland Homes June 2006 - January 2010
Merrill Lynch March 2001 - June 2006
Gateway 1998 - 2000
Skills
Negotiation, Contract Management, Sales, Business Development, New Home Sales, Residential Homes, Selling, Real Estate, Loans, Contract Negotiation
Education
Florida State University - College of Business 1998 — 2000
Bachelor of Science (BS), Finance, General
Edison Community College 1997 — 1998
Associate's Degree, General Buisness
Arnaud Bensoussan's Merrill Lynch Experience August 2003 - July 2005
Job Vice President at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2013 - Present
Commerzbank AG August 2005 - February 2013
Merrill Lynch August 2003 - July 2005
JP Morgan Chase June 2002 - August 2002
ZS Associates July 1999 - August 2001
Skills
Capital Markets, Fixed Income, Risk Management, Finance, Structured Finance, Trading, Financial Modeling, Securities, Financial Risk, Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA, Finance
Stanford University 1998 — 1999
MS, Operations Research
Ecole Nationale des Ponts et Chaussees 1994 — 1998
Diplome d'Ingenieur, Maths and Physics
Prudential Financial April 2013 - Present
Commerzbank AG August 2005 - February 2013
Merrill Lynch August 2003 - July 2005
JP Morgan Chase June 2002 - August 2002
ZS Associates July 1999 - August 2001
Skills
Capital Markets, Fixed Income, Risk Management, Finance, Structured Finance, Trading, Financial Modeling, Securities, Financial Risk, Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA, Finance
Stanford University 1998 — 1999
MS, Operations Research
Ecole Nationale des Ponts et Chaussees 1994 — 1998
Diplome d'Ingenieur, Maths and Physics
Jake Byrne, CFA/MBA's Merrill Lynch Experience June 2008 - August 2008
Job Vice President, Convertible Bonds Trader at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2010 - Present
Bank of America Merrill Lynch July 2009 - October 2010
Eastern Illinois University 2008 - May 2009
Merrill Lynch June 2008 - August 2008
Nichols Financial Group May 2007 - September 2007
Skills
Equities, Derivatives, Investments, Valuation, Corporate Finance, Trading, Finance, Equity Derivatives, Financial Analysis, Microsoft Excel, Bloomberg, Accounting, Fixed Income, Equity Research, Securities, Business Analysis, Analysis, Bonds, Hedge Funds
Education
Eastern Illinois University 2004 — 2009
BS, MBA, Finance, Business Management, GPA: 3.93/4.0 Undergrad 4.0/4.0 MBA
Bank of America Merrill Lynch October 2010 - Present
Bank of America Merrill Lynch July 2009 - October 2010
Eastern Illinois University 2008 - May 2009
Merrill Lynch June 2008 - August 2008
Nichols Financial Group May 2007 - September 2007
Skills
Equities, Derivatives, Investments, Valuation, Corporate Finance, Trading, Finance, Equity Derivatives, Financial Analysis, Microsoft Excel, Bloomberg, Accounting, Fixed Income, Equity Research, Securities, Business Analysis, Analysis, Bonds, Hedge Funds
Education
Eastern Illinois University 2004 — 2009
BS, MBA, Finance, Business Management, GPA: 3.93/4.0 Undergrad 4.0/4.0 MBA
Cathryn Leggo's Merrill Lynch Experience January 2006 - April 2008
Job Corporate Training & Instructional Design
Industry Financial Services
Experience
Standard and Poor's December 2008 - Present
Merrill Lynch January 2006 - April 2008
Credit Suisse 2008 - 2008
Merrill Lynch August 2005 - January 2006
JP Morgan February 2005 - April 2005
ABN AMRO 2000 - 2004
Education
Edith Cowan University 1997 — 1999
Post Graduate Diploma: Business
Edith Cowan University 1992 — 1994
Bachelor of Science: Environmental Management
Standard and Poor's December 2008 - Present
Merrill Lynch January 2006 - April 2008
Credit Suisse 2008 - 2008
Merrill Lynch August 2005 - January 2006
JP Morgan February 2005 - April 2005
ABN AMRO 2000 - 2004
Education
Edith Cowan University 1997 — 1999
Post Graduate Diploma: Business
Edith Cowan University 1992 — 1994
Bachelor of Science: Environmental Management
Francois-Jerome SELOSSE's Merrill Lynch Experience April 2007 - August 2007
Job trader at overland advisors
Industry Financial Services
Experience
overland advisors January 2013 - Present
Hutchin Hill Capital May 2011 - October 2012
Barclays Capital March 2009 - May 2011
Barclays Capital July 2008 - August 2008
Merrill Lynch April 2007 - August 2007
French Foreign Legion, French Army September 2004 - May 2005
Skills
Options, Equities, Trading, Quantitative Analytics, Credit Derivatives, Quantitative Finance, Fixed Income, Proprietary Trading, Derivatives, Bloomberg, Hedge Funds, Swaps, Credit, CDS, Trading Strategies
Education
New York University 2007 — 2008
Master, Financial Mathematics
Ecole polytechnique 2004 — 2008
Master's degree, Applied Mathematics
Prepa du Lycee Pasteur 2002 — 2004
Bachelor of Science (B.S.)
overland advisors January 2013 - Present
Hutchin Hill Capital May 2011 - October 2012
Barclays Capital March 2009 - May 2011
Barclays Capital July 2008 - August 2008
Merrill Lynch April 2007 - August 2007
French Foreign Legion, French Army September 2004 - May 2005
Skills
Options, Equities, Trading, Quantitative Analytics, Credit Derivatives, Quantitative Finance, Fixed Income, Proprietary Trading, Derivatives, Bloomberg, Hedge Funds, Swaps, Credit, CDS, Trading Strategies
Education
New York University 2007 — 2008
Master, Financial Mathematics
Ecole polytechnique 2004 — 2008
Master's degree, Applied Mathematics
Prepa du Lycee Pasteur 2002 — 2004
Bachelor of Science (B.S.)
Philippe Hatstadt's Merrill Lynch Experience June 2003 - March 2004
Job Head Trader For U.S. Delta One Structured Financing
Industry Financial Services
Experience
Credit Suisse April 2011 - Present
Spring Creeks LLC April 2010 - April 2011
Barclays Capital June 2008 - March 2010
Bear Stearns August 2006 - June 2008
Toronto Dominion (London) March 2004 - June 2005
Merrill Lynch June 2003 - March 2004
Bear Stearns March 2000 - May 2002
CIBC 1996 - 2000
Lehman Brothers 1992 - 1996
Lehman Brothers 1990 - 1992
Education
University of San Francisco 1986 — 1988
MBA, Finance
Ecole spéciale des Travaux publics, du Bâtiment et de l'Industrie 1981 — 1984
MSc, Civil Engineering
Credit Suisse April 2011 - Present
Spring Creeks LLC April 2010 - April 2011
Barclays Capital June 2008 - March 2010
Bear Stearns August 2006 - June 2008
Toronto Dominion (London) March 2004 - June 2005
Merrill Lynch June 2003 - March 2004
Bear Stearns March 2000 - May 2002
CIBC 1996 - 2000
Lehman Brothers 1992 - 1996
Lehman Brothers 1990 - 1992
Education
University of San Francisco 1986 — 1988
MBA, Finance
Ecole spéciale des Travaux publics, du Bâtiment et de l'Industrie 1981 — 1984
MSc, Civil Engineering
Dwight Kensil's Merrill Lynch Experience January 1984 - May 1984
Job Acting CFO NoteVault Inc
Industry Construction
Experience
NoteVault Inc July 2011 - December 2013
Apacheta Corporation April 2005 - October 2010
Qualcomm - LM Ericsson 1998 - 2005
Motorola Solutions January 1996 - August 1998
AkzoNobel March 1987 - March 1995
Motorola Comm Sector 1984 - 1987
Merrill Lynch January 1984 - May 1984
Skills
Business Planning, Contract Negotiation, New Business Development, Negotiation, Program Management, Sales, Cash Flow Forecasting, Operating Budgets, Financial Analysis, Financial Modeling, Financial Accounting, IFRS, fas 123R, merger & acquisitions, Managerial Finance, Product Management, Due Diligence, FAS 5, Strategic Partnerships, Executive Financial..., Strategy, Leadership, Mergers & Acquisitions
Education
Webster University (AT) 1982 — 1984
MBA & MA International Business
Eastern Illinois University 1976 — 1980
BSBA, Finance / German minor
Central MO/Delta Chi
NoteVault Inc July 2011 - December 2013
Apacheta Corporation April 2005 - October 2010
Qualcomm - LM Ericsson 1998 - 2005
Motorola Solutions January 1996 - August 1998
AkzoNobel March 1987 - March 1995
Motorola Comm Sector 1984 - 1987
Merrill Lynch January 1984 - May 1984
Skills
Business Planning, Contract Negotiation, New Business Development, Negotiation, Program Management, Sales, Cash Flow Forecasting, Operating Budgets, Financial Analysis, Financial Modeling, Financial Accounting, IFRS, fas 123R, merger & acquisitions, Managerial Finance, Product Management, Due Diligence, FAS 5, Strategic Partnerships, Executive Financial..., Strategy, Leadership, Mergers & Acquisitions
Education
Webster University (AT) 1982 — 1984
MBA & MA International Business
Eastern Illinois University 1976 — 1980
BSBA, Finance / German minor
Central MO/Delta Chi
Amy Eisenhardt Haas's Merrill Lynch Experience September 2012 - December 2013
Job Internal Services & Subpoena Manager
Industry Legal Services
Experience
Comerica Bank December 2013 - Present
Merrill Lynch September 2012 - December 2013
Bank of America Merrill Lynch August 2005 - September 2012
Rubin & Debski, P.A. May 2003 - August 2005
Skills
Litigation, Financial Services, Litigation Support, Securities, FINRA, Civil Litigation, Due Diligence, Risk Management, Series 7, FinCEN 314(a), Unclaimed Property /..., Legal Research, Estate Planning, AML
Education
University of Michigan Law School 1998 — 2001
JD
Eastern Michigan University 1996 — 1998
BS, paralegal
Comerica Bank December 2013 - Present
Merrill Lynch September 2012 - December 2013
Bank of America Merrill Lynch August 2005 - September 2012
Rubin & Debski, P.A. May 2003 - August 2005
Skills
Litigation, Financial Services, Litigation Support, Securities, FINRA, Civil Litigation, Due Diligence, Risk Management, Series 7, FinCEN 314(a), Unclaimed Property /..., Legal Research, Estate Planning, AML
Education
University of Michigan Law School 1998 — 2001
JD
Eastern Michigan University 1996 — 1998
BS, paralegal
Amine El Khanjar's Merrill Lynch Experience April 2008 - July 2008
Job Vice President at Barclays
Industry Capital Markets
Experience
Barclays Capital February 2010 - Present
Barclays Capital June 2009 - August 2009
Merrill Lynch April 2008 - July 2008
Education
New York University 2008 — 2009
MS, Mathematics in Finance
Ecole polytechnique 2005 — 2008
BS + Master's degree, Financial Mathematics, Economics, Statistics Computer Sciences
Barclays Capital February 2010 - Present
Barclays Capital June 2009 - August 2009
Merrill Lynch April 2008 - July 2008
Education
New York University 2008 — 2009
MS, Mathematics in Finance
Ecole polytechnique 2005 — 2008
BS + Master's degree, Financial Mathematics, Economics, Statistics Computer Sciences
Jayne Weingart's Merrill Lynch Experience October 2008 - October 2009
Job Independent Banking Professional
Industry Banking
Experience
Merrill Lynch October 2008 - October 2009
Wachovia Capital Finance October 1994 - July 2007
Education
Eastern Illinois University 1978 — 1982
B.S., Accounting, Finance
Merrill Lynch October 2008 - October 2009
Wachovia Capital Finance October 1994 - July 2007
Education
Eastern Illinois University 1978 — 1982
B.S., Accounting, Finance
scott stetzer's Merrill Lynch Experience May 2006 - June 2007
Job Sales and marketing
Industry Entertainment
Experience
Guitar Gallery (et al.) January 1985 - Present
Merrill Lynch May 2006 - June 2007
Black Box 1999 - 2004
Black Box 1999 - 2004
Skills
Customer Service, Advertising, Marketing Strategy, Marketing, Account Management, Event Planning, Marketing Communications, Trade Shows, Social Media Marketing, Social Networking, Sales, Management
Education
Edinboro University of Pennsylvania 1984 — 1987
Bachelor of Science, Speech Communications
Guitar Gallery (et al.) January 1985 - Present
Merrill Lynch May 2006 - June 2007
Black Box 1999 - 2004
Black Box 1999 - 2004
Skills
Customer Service, Advertising, Marketing Strategy, Marketing, Account Management, Event Planning, Marketing Communications, Trade Shows, Social Media Marketing, Social Networking, Sales, Management
Education
Edinboro University of Pennsylvania 1984 — 1987
Bachelor of Science, Speech Communications
Pallavi Mauze, PMP's Merrill Lynch Experience September 2005 - January 2009
Job Program Management Strategic Initiatives, ADP Benefits
Industry Information Technology and Services
Idriss Soumare's Merrill Lynch Experience June 2002 - August 2002
Job Partner BC Partners
Industry Venture Capital & Private Equity
Experience
BC Partners 2006 - Present
McKinsey & Company May 2003 - December 2005
Merrill Lynch June 2002 - August 2002
Education
2000 — 2003
M.Sc., Applied mathematics
BC Partners 2006 - Present
McKinsey & Company May 2003 - December 2005
Merrill Lynch June 2002 - August 2002
Education
2000 — 2003
M.Sc., Applied mathematics
Janet Fogelsong's Merrill Lynch Experience 1978 - 1980
Job Owner at Red Rover LLC
Industry Consumer Services
Experience
Red Rover LLC September 2004 - Present
Gartner Partners March 2009 - June 2010
Self Employed March 1997 - December 2003
Indosuez Carr Futures 1989 - 1997
Drexel Burnham Lambert 1982 - 1989
ContiCommodities 1980 - 1982
Merrill Lynch 1978 - 1980
Education
Eastern Michigan University 1972 — 1973
BS, Lit
University of Dayton 1969 — 1972
St. Thomas/Ann Arbor MI 1965 — 1969
Red Rover LLC September 2004 - Present
Gartner Partners March 2009 - June 2010
Self Employed March 1997 - December 2003
Indosuez Carr Futures 1989 - 1997
Drexel Burnham Lambert 1982 - 1989
ContiCommodities 1980 - 1982
Merrill Lynch 1978 - 1980
Education
Eastern Michigan University 1972 — 1973
BS, Lit
University of Dayton 1969 — 1972
St. Thomas/Ann Arbor MI 1965 — 1969
Marc Gutwein's Merrill Lynch Experience November 2004 - March 2009
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2010 - Present
TD Securities May 2009 - February 2010
Merrill Lynch November 2004 - March 2009
NYSE 2004 - 2004
Chicago Board Options Exchange 2001 - 2004
Zacks Investment Research 1999 - 2001
Financial Industry Regulatory Authority (FINRA) 1998 - 1999
Nuveen Investments 1996 - 1998
Skills
Series 56, Series 63, Series 7, Compliance, Options, Equities
Education
Eastern Illinois University 1993 — 1996
Bachelor of Science in Business, Finance
Bank of America Merrill Lynch March 2010 - Present
TD Securities May 2009 - February 2010
Merrill Lynch November 2004 - March 2009
NYSE 2004 - 2004
Chicago Board Options Exchange 2001 - 2004
Zacks Investment Research 1999 - 2001
Financial Industry Regulatory Authority (FINRA) 1998 - 1999
Nuveen Investments 1996 - 1998
Skills
Series 56, Series 63, Series 7, Compliance, Options, Equities
Education
Eastern Illinois University 1993 — 1996
Bachelor of Science in Business, Finance
Jonathan Ives's Merrill Lynch Experience January 1997 - June 1997
Job Managing Director at SCG Partners
Industry Venture Capital & Private Equity
Experience
SCG Partners March 2014 - Present
Fifth Third Bank July 2011 - March 2014
Harris Williams & Co. April 2009 - July 2011
National City Capital Markets June 2003 - March 2009
Credit Suisse January 1999 - September 2001
Deloitte & Touche June 1997 - December 1998
Merrill Lynch January 1997 - June 1997
Skills
Investment banking, Capital Markets, Transportation and..., Mergers & Acquisitions, Private Placements, Investment Banking, Restructuring, Due Diligence, Capital, Valuation, Financial Advisory, Financial Modeling, Middle Market, Private Equity, Corporate Finance, Corporate Development, Investments, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Finance & Corporate Strategy
Eastern Michigan University 1992 — 1997
BBA/BA, Finance/Spanish
SCG Partners March 2014 - Present
Fifth Third Bank July 2011 - March 2014
Harris Williams & Co. April 2009 - July 2011
National City Capital Markets June 2003 - March 2009
Credit Suisse January 1999 - September 2001
Deloitte & Touche June 1997 - December 1998
Merrill Lynch January 1997 - June 1997
Skills
Investment banking, Capital Markets, Transportation and..., Mergers & Acquisitions, Private Placements, Investment Banking, Restructuring, Due Diligence, Capital, Valuation, Financial Advisory, Financial Modeling, Middle Market, Private Equity, Corporate Finance, Corporate Development, Investments, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Finance & Corporate Strategy
Eastern Michigan University 1992 — 1997
BBA/BA, Finance/Spanish
Karolyn Mena, MBA's Merrill Lynch Experience October 2006 - October 2010
Job Personal Banker at Bank of America
Industry Financial Services
Experience
Bank of America August 2015 - Present
Wells Fargo May 2014 - August 2015
Independent May 2012 - April 2014
MassMutual Financial Group November 2010 - April 2012
Merrill Lynch October 2006 - October 2010
Merrill Lynch November 2005 - October 2006
Skills
Insurance, Investments, Mutual Funds, New Business Development, Asset Allocation, Equities, Finance, Portfolio Management, Retirement Planning, Series 7, Leadership, Securities, Investment Strategies
Education
La Salle University - School of Business Administration 2008 — 2010
Master of Business Administration, Business Administration
Eastern University 1996 — 2000
BA, Biology
Bank of America August 2015 - Present
Wells Fargo May 2014 - August 2015
Independent May 2012 - April 2014
MassMutual Financial Group November 2010 - April 2012
Merrill Lynch October 2006 - October 2010
Merrill Lynch November 2005 - October 2006
Skills
Insurance, Investments, Mutual Funds, New Business Development, Asset Allocation, Equities, Finance, Portfolio Management, Retirement Planning, Series 7, Leadership, Securities, Investment Strategies
Education
La Salle University - School of Business Administration 2008 — 2010
Master of Business Administration, Business Administration
Eastern University 1996 — 2000
BA, Biology
Sandra McManus's Merrill Lynch Experience April 2004 - January 2006
Job Client Service Specialist at Ziegler
Industry Financial Services
Experience
Ziegler April 2013 - Present
Householder Group October 2009 - March 2013
Householder Group August 2008 - October 2009
RG Capital, LLC January 2006 - July 2008
Merrill Lynch April 2004 - January 2006
Merrill Lynch April 2000 - January 2006
Merrill Lynch April 2000 - April 2004
Skills
Series 7, Series 63, Notary Public, Marketing, Customer Service, Management
Education
Eastern Michigan University
Bachelor of Science
Ziegler April 2013 - Present
Householder Group October 2009 - March 2013
Householder Group August 2008 - October 2009
RG Capital, LLC January 2006 - July 2008
Merrill Lynch April 2004 - January 2006
Merrill Lynch April 2000 - January 2006
Merrill Lynch April 2000 - April 2004
Skills
Series 7, Series 63, Notary Public, Marketing, Customer Service, Management
Education
Eastern Michigan University
Bachelor of Science
Lisa Dubay's Merrill Lynch Experience May 2014 - Present
Job Administrative Manager's Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
J Kelly and Associates October 2006 - May 2014
Merrill Lynch 1994 - 2006
Skills
Series 63, Series 7, Fixed Income
Education
Eastern Michigan University 1989 — 1993
Merrill Lynch May 2014 - Present
J Kelly and Associates October 2006 - May 2014
Merrill Lynch 1994 - 2006
Skills
Series 63, Series 7, Fixed Income
Education
Eastern Michigan University 1989 — 1993
Shannon Blair's Merrill Lynch Experience March 2013 - Present
Job Merrill Lynch
Industry Music
Experience
Merrill Lynch March 2013 - Present
Cityfolk August 2011 - March 2013
BOI Solutions, Inc July 2006 - July 2011
Stephens Direct 2004 - 2006
Wire One Communications 2002 - 2002
Axxis Lighting 2001 - 2002
Skills
Customer Service, Microsoft Office, QuickBooks, Clerical Skills, Multi-line Phone, Multi-tasking..., Non-profits, Volunteer Management, Accounts Receivable, Time Management, Management, Human Resources, Accounting
Education
Eastern Illinois University 1992 — 1996
B.A., Theatre
Merrill Lynch March 2013 - Present
Cityfolk August 2011 - March 2013
BOI Solutions, Inc July 2006 - July 2011
Stephens Direct 2004 - 2006
Wire One Communications 2002 - 2002
Axxis Lighting 2001 - 2002
Skills
Customer Service, Microsoft Office, QuickBooks, Clerical Skills, Multi-line Phone, Multi-tasking..., Non-profits, Volunteer Management, Accounts Receivable, Time Management, Management, Human Resources, Accounting
Education
Eastern Illinois University 1992 — 1996
B.A., Theatre
anya machado bravo's Merrill Lynch Experience April 2011 - March 2012
Job Masters in Business Association
Industry Financial Services
Experience
fourdiaz vargas May 2015 - Present
Elegance Cleaning Service, LLC August 2014 - December 2014
UBS April 2012 - July 2012
Merrill Lynch April 2011 - March 2012
Merrill LynchSaint January 2010 - June 2011
Skills
Strategy, Salesforce.com, Management, Marketing, Analysis, Recruiting, Email Marketing, Access, Human Resources, Social Media, Time Management, Spanish, Social Networking
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master of Business Administration (M.B.A.)
Eckerd College 2008 — 2011
Bachelor's degree, Economics- International Business-Finance Minor-Marketing concentration
fourdiaz vargas May 2015 - Present
Elegance Cleaning Service, LLC August 2014 - December 2014
UBS April 2012 - July 2012
Merrill Lynch April 2011 - March 2012
Merrill LynchSaint January 2010 - June 2011
Skills
Strategy, Salesforce.com, Management, Marketing, Analysis, Recruiting, Email Marketing, Access, Human Resources, Social Media, Time Management, Spanish, Social Networking
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master of Business Administration (M.B.A.)
Eckerd College 2008 — 2011
Bachelor's degree, Economics- International Business-Finance Minor-Marketing concentration
Brian Launstein's Merrill Lynch Experience 1998 - 2001
Job Assistant Manager at Friendly's Ice Cream
Industry Hospitality
Experience
Friendly's Ice Cream, LLC May 2014 - Present
Baymont Inn & Suites March 2012 - June 2013
Red Roof Inn 2011 - 2012
Stay Inn and Suites September 2008 - February 2011
Merrill Lynch 1998 - 2001
Skills
Hospitality Management, Hotels, Revenue Analysis, Hospitality, Hotel Management, Front Office, Hospitality Industry, Property Management..., Tourism, Yield Management, Hotel Booking, Rooms Division, Guest Service Management, Lodging, Resorts
Education
Eastern Michigan University 1986 — 1989
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Michigan State University 1984 — 1986
Friendly's Ice Cream, LLC May 2014 - Present
Baymont Inn & Suites March 2012 - June 2013
Red Roof Inn 2011 - 2012
Stay Inn and Suites September 2008 - February 2011
Merrill Lynch 1998 - 2001
Skills
Hospitality Management, Hotels, Revenue Analysis, Hospitality, Hotel Management, Front Office, Hospitality Industry, Property Management..., Tourism, Yield Management, Hotel Booking, Rooms Division, Guest Service Management, Lodging, Resorts
Education
Eastern Michigan University 1986 — 1989
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Michigan State University 1984 — 1986
Michael Oyler, CFSA's Merrill Lynch Experience January 2006 - May 2006
Job Corporate Development Manager at Quad/Graphics
Industry Accounting
Experience
Quad/Graphics November 2014 - Present
Quad/Graphics February 2014 - Present
Quad/Graphics March 2013 - Present
Quad/Graphics July 2010 - March 2013
Quad/Graphics April 2011 - December 2012
US Bank March 2009 - July 2010
US Bank July 2007 - February 2009
First Business Trust & Investments January 2007 - May 2007
Merrill Lynch January 2006 - May 2006
Skills
SOX, Internal Audit, Mergers, Audit, Financial Analysis, Compliance, Risk, Auditing, Banking, Risk Management, Internal Controls, Process Improvement, Fraud Investigations, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Risk
Education
Marquette University 2015 — 2018
Master of Business Administration (M.B.A.), Finance
Edgewood College 2002 — 2007
B.S., Finance, Econcomics, Management
Quad/Graphics November 2014 - Present
Quad/Graphics February 2014 - Present
Quad/Graphics March 2013 - Present
Quad/Graphics July 2010 - March 2013
Quad/Graphics April 2011 - December 2012
US Bank March 2009 - July 2010
US Bank July 2007 - February 2009
First Business Trust & Investments January 2007 - May 2007
Merrill Lynch January 2006 - May 2006
Skills
SOX, Internal Audit, Mergers, Audit, Financial Analysis, Compliance, Risk, Auditing, Banking, Risk Management, Internal Controls, Process Improvement, Fraud Investigations, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Risk
Education
Marquette University 2015 — 2018
Master of Business Administration (M.B.A.), Finance
Edgewood College 2002 — 2007
B.S., Finance, Econcomics, Management
Danyelle Berger's Merrill Lynch Experience April 2009 - August 2011
Job Cost Analyst
Industry Financial Services
Experience
National Security Agency August 2011 - Present
Baltimore Martial Arts Academy January 2014 - January 2014
Merrill Lynch April 2009 - August 2011
Stanford Institutional Consulting Group November 2008 - February 2009
Morgan Stanley Smith Barney February 2006 - November 2008
Skills
Series 7, Wealth Management, Mutual Funds, Portfolio Management, Strategic Financial..., Asset Allocation, Alternative Investments, Series 63, Investment Strategies
Education
The Johns Hopkins University - Carey Business School 2002 — 2005
MBA, Finance
Southern Methodist University 1996 — 1998
MM, Music Performance & Literature
Eastman School of Music 1992 — 1996
BM, Performance
National Security Agency August 2011 - Present
Baltimore Martial Arts Academy January 2014 - January 2014
Merrill Lynch April 2009 - August 2011
Stanford Institutional Consulting Group November 2008 - February 2009
Morgan Stanley Smith Barney February 2006 - November 2008
Skills
Series 7, Wealth Management, Mutual Funds, Portfolio Management, Strategic Financial..., Asset Allocation, Alternative Investments, Series 63, Investment Strategies
Education
The Johns Hopkins University - Carey Business School 2002 — 2005
MBA, Finance
Southern Methodist University 1996 — 1998
MM, Music Performance & Literature
Eastman School of Music 1992 — 1996
BM, Performance
Stephen Pelc's Merrill Lynch Experience May 2009 - December 2009
Job Product Manager, Product Solution Technology
Industry Marketing and Advertising
Experience
Catalina Marketing December 2014 - Present
Catalina May 2013 - December 2014
Catalina Marketing October 2012 - May 2013
Catalina Marketing July 2012 - October 2012
Catalina Marketing June 2011 - July 2012
Catalina Marketing May 2011 - June 2011
Catalina Marketing August 2010 - January 2011
Tampa Bay Devil Rays May 2010 - July 2010
Merrill Lynch May 2009 - December 2009
Skills
Communication, Leadership, Account Management, Quality Assurance, Social Media Marketing, Marketing Strategy, Marketing, Retail
Education
Eckerd College 2011 — 2011
Post Graduate Courses (PEL Program), Business (Marketing)
Eckerd College 2006 — 2010
B.S., Management, Finance
Catalina Marketing December 2014 - Present
Catalina May 2013 - December 2014
Catalina Marketing October 2012 - May 2013
Catalina Marketing July 2012 - October 2012
Catalina Marketing June 2011 - July 2012
Catalina Marketing May 2011 - June 2011
Catalina Marketing August 2010 - January 2011
Tampa Bay Devil Rays May 2010 - July 2010
Merrill Lynch May 2009 - December 2009
Skills
Communication, Leadership, Account Management, Quality Assurance, Social Media Marketing, Marketing Strategy, Marketing, Retail
Education
Eckerd College 2011 — 2011
Post Graduate Courses (PEL Program), Business (Marketing)
Eckerd College 2006 — 2010
B.S., Management, Finance
Patricia Holmes's Merrill Lynch Experience June 2008 - August 2008
Job at
Industry Insurance
Experience
Independence Blue Cross April 2015 - Present
Independence Blue Cross May 2014 - January 2015
Independence Blue Cross August 2012 - April 2014
Independence Blue Cross June 2011 - July 2012
Independence Blue Cross June 2010 - June 2011
Merrill Lynch June 2008 - August 2008
Skills
Health Insurance, Insurance, Underwriting, Process Improvement, Analysis, Non-Qualified Deferred...
Education
Eastern University 2008 — 2011
B.A, Mathematics
Independence Blue Cross April 2015 - Present
Independence Blue Cross May 2014 - January 2015
Independence Blue Cross August 2012 - April 2014
Independence Blue Cross June 2011 - July 2012
Independence Blue Cross June 2010 - June 2011
Merrill Lynch June 2008 - August 2008
Skills
Health Insurance, Insurance, Underwriting, Process Improvement, Analysis, Non-Qualified Deferred...
Education
Eastern University 2008 — 2011
B.A, Mathematics
George Levasser's Merrill Lynch Experience May 2011 - November 2012
Job Managing Member at emergent, llc
Industry Financial Services
Experience
emergent llc July 2015 - Present
Greenwich House January 2012 - Present
Archivists Round Table of Metropolitan New York, Inc. January 2012 - Present
New Spectrum Foundation March 2012 - Present
Merrill Lynch May 2011 - November 2012
Greenwich House December 2011 - July 2012
Schonfeld Group Holdings LLC 2006 - 2010
Performance Space 122 June 1997 - August 2005
Jazz at Lincoln Center et al 2000 - 2005
Associated Music Copy Service 1997 - 2000
Skills
Bloomberg, Composition, Securities, Hedge Funds, Trading, Music, Fixed Income, Options, Series 63, Bonds, Series 7, Equities, Alternative Investments, Asset Allocation, Finance, Investment Strategies
Education
University of Miami Frost School of Music 1984 — 1988
Bachelor of Music, major: Music Engineering, minor: Electrical Engineering
Eastman School of Music
Jazz Arranging and Compostion
New York University 1995 — 1997
music, Music Composition and Arranging
Santa Fe Institute
emergent llc July 2015 - Present
Greenwich House January 2012 - Present
Archivists Round Table of Metropolitan New York, Inc. January 2012 - Present
New Spectrum Foundation March 2012 - Present
Merrill Lynch May 2011 - November 2012
Greenwich House December 2011 - July 2012
Schonfeld Group Holdings LLC 2006 - 2010
Performance Space 122 June 1997 - August 2005
Jazz at Lincoln Center et al 2000 - 2005
Associated Music Copy Service 1997 - 2000
Skills
Bloomberg, Composition, Securities, Hedge Funds, Trading, Music, Fixed Income, Options, Series 63, Bonds, Series 7, Equities, Alternative Investments, Asset Allocation, Finance, Investment Strategies
Education
University of Miami Frost School of Music 1984 — 1988
Bachelor of Music, major: Music Engineering, minor: Electrical Engineering
Eastman School of Music
Jazz Arranging and Compostion
New York University 1995 — 1997
music, Music Composition and Arranging
Santa Fe Institute
Erin Kennedy Hess's Merrill Lynch Experience March 1998 - May 2001
Job Preschool Teacher at City of Harrisonburg
Industry Writing and Editing
Experience
City of Harrisonburg August 2011 - Present
BabyZone.com February 2002 - May 2008
Merrill Lynch March 1998 - May 2001
Skills
Teaching, Copy Editing, Feature Articles, Event Planning, Social Media, Nonprofits, Public Speaking, Community Outreach, Volunteer Management, Strategic Planning, Team Building, Editing, Research
Education
Villanova University 1999 — 2000
Eastern Mennonite University 1991 — 1995
BA, History and Social Studies, Secondary Education
City of Harrisonburg August 2011 - Present
BabyZone.com February 2002 - May 2008
Merrill Lynch March 1998 - May 2001
Skills
Teaching, Copy Editing, Feature Articles, Event Planning, Social Media, Nonprofits, Public Speaking, Community Outreach, Volunteer Management, Strategic Planning, Team Building, Editing, Research
Education
Villanova University 1999 — 2000
Eastern Mennonite University 1991 — 1995
BA, History and Social Studies, Secondary Education
Heather LeGare's Merrill Lynch Experience 2002 - 2007
Job On Site Supervisor at Manpower Inc.
Industry Staffing and Recruiting
Experience
Manpower Inc. May 2008 - Present
Merrill Lynch 2002 - 2007
Education
Eastern Kentucky University
Sacred Heart Academy
University of Louisville
Manpower Inc. May 2008 - Present
Merrill Lynch 2002 - 2007
Education
Eastern Kentucky University
Sacred Heart Academy
University of Louisville
Don Don Daly-home's Merrill Lynch Experience July 1980 - Present
Job SR. FINANCIAL ADVISOR at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 1980 - Present
Education
Eastern Michigan University
BBA
Merrill Lynch July 1980 - Present
Education
Eastern Michigan University
BBA
JIVITA DHALU's Merrill Lynch Experience January 2009 - December 2009
Job assistant manager at Dollar Financial Group
Industry Financial Services
Experience
Dollar Financial Group February 2010 - Present
Merrill Lynch January 2009 - December 2009
Skills
•Completed all..., •Analyzed a company’s..., •Created accounts and...
Education
Edison Community College 2007 — 2009
AS, Accounting
University of Guyana 2003 — 2005
AS, Computer Science
Dollar Financial Group February 2010 - Present
Merrill Lynch January 2009 - December 2009
Skills
•Completed all..., •Analyzed a company’s..., •Created accounts and...
Education
Edison Community College 2007 — 2009
AS, Accounting
University of Guyana 2003 — 2005
AS, Computer Science
Laura Trueman's Merrill Lynch Experience July 1980 - July 2008
Job Administrative Assistant to Vice Dean at NMMI
Industry Hospital & Health Care
Experience
NMMI August 2014 - Present
Family Financial October 2012 - Present
Family Financial November 2012 - September 2014
Merrill Lynch July 1980 - July 2008
Skills
Microsoft Word, Photoshop, PowerPoint, Microsoft Excel, Microsoft Office, Administrative..., Customer Service
Education
Eastern New Mexico University-Roswell Campus 2009 — 2012
Associate of Science (A.S.), Radiologic Technology/Science - Radiographer
NMMI August 2014 - Present
Family Financial October 2012 - Present
Family Financial November 2012 - September 2014
Merrill Lynch July 1980 - July 2008
Skills
Microsoft Word, Photoshop, PowerPoint, Microsoft Excel, Microsoft Office, Administrative..., Customer Service
Education
Eastern New Mexico University-Roswell Campus 2009 — 2012
Associate of Science (A.S.), Radiologic Technology/Science - Radiographer
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank