Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Edward Bush Edward Bush's Merrill Lynch Experience April 2009 - September 2009
Job Senior Analyst, Pension Fund Accounting at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2012 - Present
Insight October 2010 - September 2012
Elmhurst Park District April 2007 - October 2010
Merrill Lynch April 2009 - September 2009
Skills
Finance, Accounting, Auditing, Financial Analysis, Financial Audits, Financial Statements, Internal Controls, Investment Banking, Invoicing, Time Management, Analysis
Education
Lewis University 2014 — 2016
Master of Business Administration (M.B.A.)
Lewis University 2014 — 2016
Master of Science Finance (M.S.F.)
Elmhurst College 2006 — 2010
Bachelor of Science (B.S.), Economics
Elmhurst College 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Northern Trust September 2012 - Present
Insight October 2010 - September 2012
Elmhurst Park District April 2007 - October 2010
Merrill Lynch April 2009 - September 2009
Skills
Finance, Accounting, Auditing, Financial Analysis, Financial Audits, Financial Statements, Internal Controls, Investment Banking, Invoicing, Time Management, Analysis
Education
Lewis University 2014 — 2016
Master of Business Administration (M.B.A.)
Lewis University 2014 — 2016
Master of Science Finance (M.S.F.)
Elmhurst College 2006 — 2010
Bachelor of Science (B.S.), Economics
Elmhurst College 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Erica Carmack, PHR AVP- Lead Recruiter at EverBank Erica Carmack, PHR AVP- Lead Recruiter at EverBank's Merrill Lynch Experience January 2007 - December 2008
Job Lead Recruiter & RC Supervisor Helping talented professionals find careers where they can make a difference.
Industry Financial Services
Experience
EverBank December 2010 - Present
Deutsche Bank December 2008 - November 2010
Merrill Lynch January 2007 - December 2008
Randstad USA August 2002 - January 2007
Skills
Talent Acquisition, Recruiting, Sourcing, Human Resources, Talent Management, Executive Search, Hiring, New Hire Orientations, Process Improvement, Vendor Management, Management, Technical Recruiting, Personnel Management, Financial Recruiting, Screening, Employee Relations, Business Relationship..., Workforce Planning, Social Recruiting, Strategic Sourcing, Full-life Cycle..., Business Strategy, Passive Candidate..., Kaizen, Recruitment/Retention, Client Relationship..., LinkedIn, Talent Development, Talent Assessment, Talent Selection, Legal Recruiting, HR Strategy, Creative Sourcing, UAT Coordination, Strategic Partnerships, Job Search Strategies, Mortgage Banking, Finance, Team Leadership, Project Planning, Leadership, Onboarding, Internet Recruiting, Interviews
Education
Elon University 1995 — 1999
BA, Art (Photography) with a minor in Journalism & Communications
EverBank December 2010 - Present
Deutsche Bank December 2008 - November 2010
Merrill Lynch January 2007 - December 2008
Randstad USA August 2002 - January 2007
Skills
Talent Acquisition, Recruiting, Sourcing, Human Resources, Talent Management, Executive Search, Hiring, New Hire Orientations, Process Improvement, Vendor Management, Management, Technical Recruiting, Personnel Management, Financial Recruiting, Screening, Employee Relations, Business Relationship..., Workforce Planning, Social Recruiting, Strategic Sourcing, Full-life Cycle..., Business Strategy, Passive Candidate..., Kaizen, Recruitment/Retention, Client Relationship..., LinkedIn, Talent Development, Talent Assessment, Talent Selection, Legal Recruiting, HR Strategy, Creative Sourcing, UAT Coordination, Strategic Partnerships, Job Search Strategies, Mortgage Banking, Finance, Team Leadership, Project Planning, Leadership, Onboarding, Internet Recruiting, Interviews
Education
Elon University 1995 — 1999
BA, Art (Photography) with a minor in Journalism & Communications
Crystal Booth's Merrill Lynch Experience June 2010 - October 2010
Job Lodging Support Associate at Modis
Industry Information Technology and Services
Experience
Modis April 2012 - Present
Bank of America October 2010 - September 2012
Merrill Lynch June 2010 - October 2010
Skills
Customer Service, account maintenance, problem-solving, and trouble-shooting, sales staff support, solid computer skills, Help maintain and..., Dispatching, Negotiating contract...
Education
El Centro College 2001 — 2002
none, Criminal Justice/Safety Studies
H. Grady Spruce High School 1996 — 2001
Diploma, Basic Skills and Developmental/Remedial Education
Modis April 2012 - Present
Bank of America October 2010 - September 2012
Merrill Lynch June 2010 - October 2010
Skills
Customer Service, account maintenance, problem-solving, and trouble-shooting, sales staff support, solid computer skills, Help maintain and..., Dispatching, Negotiating contract...
Education
El Centro College 2001 — 2002
none, Criminal Justice/Safety Studies
H. Grady Spruce High School 1996 — 2001
Diploma, Basic Skills and Developmental/Remedial Education
Matt Born Matt Born's Merrill Lynch Experience September 2012 - August 2013
Job Commercial Banking Portfolio Manager at US Bank | Air Nat'l Guard Officer
Industry Financial Services
Experience
U.S. Bank January 2015 - Present
Illinois Air National Guard April 2012 - Present
Metafrazo August 2013 - Present
Carlson Funds Enterprise March 2014 - May 2015
Arctic Capital October 2013 - May 2015
Carlson School of Management August 2013 - May 2015
Wells Fargo June 2014 - August 2014
Merrill Lynch September 2012 - August 2013
Cintas February 2012 - September 2012
United States Air Force June 2004 - February 2012
Skills
Credit Analysis, Financial Statement..., Commercial Banking, Commercial Lending, Financial Analysis, Mergers & Acquisitions, Due Diligence, Financial Modeling, Business Strategy, Deal Sourcing, Organizational..., Team Building, Air Force, Flights, Management, Training, Security Clearance, Government Contracting, Airports, Analysis, Command, Aviation, Government, Airspace Management, Microsoft Office, Cross-functional Team..., Military Experience, Leadership, Private Pilot, Program Management, Project Planning, Emergency Management, Operational Planning, Operations Management, Series 7, Six Sigma, Information Assurance, Website Development, Adobe, Uniform Combined State..., Microsoft Office Suite, DoD, Military, Airfield Management, Air Traffic Control, Series 66, Finance, Strategic Planning, Strategy, Team Leadership
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (MBA)
Embry-Riddle Aeronautical University 2006 — 2010
MS
The University of North Dakota 2000 — 2004
BS
U.S. Bank January 2015 - Present
Illinois Air National Guard April 2012 - Present
Metafrazo August 2013 - Present
Carlson Funds Enterprise March 2014 - May 2015
Arctic Capital October 2013 - May 2015
Carlson School of Management August 2013 - May 2015
Wells Fargo June 2014 - August 2014
Merrill Lynch September 2012 - August 2013
Cintas February 2012 - September 2012
United States Air Force June 2004 - February 2012
Skills
Credit Analysis, Financial Statement..., Commercial Banking, Commercial Lending, Financial Analysis, Mergers & Acquisitions, Due Diligence, Financial Modeling, Business Strategy, Deal Sourcing, Organizational..., Team Building, Air Force, Flights, Management, Training, Security Clearance, Government Contracting, Airports, Analysis, Command, Aviation, Government, Airspace Management, Microsoft Office, Cross-functional Team..., Military Experience, Leadership, Private Pilot, Program Management, Project Planning, Emergency Management, Operational Planning, Operations Management, Series 7, Six Sigma, Information Assurance, Website Development, Adobe, Uniform Combined State..., Microsoft Office Suite, DoD, Military, Airfield Management, Air Traffic Control, Series 66, Finance, Strategic Planning, Strategy, Team Leadership
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (MBA)
Embry-Riddle Aeronautical University 2006 — 2010
MS
The University of North Dakota 2000 — 2004
BS
Josephine Blake's Merrill Lynch Experience November 1989 - January 1995
Job Interested in New Opportunities
Industry Staffing and Recruiting
Experience
Raindance Partners August 2013 - June 2014
Hotel Technology Next Generation August 2011 - June 2013
United Airlines, Chicago October 2001 - June 2004
United Airlines, Chicago July 1998 - October 2001
United Airlines, San Francisco May 1997 - July 1998
United Airlines, Chicago September 1996 - May 1997
United Airlines, Chicago March 1995 - September 1996
Merrill Lynch November 1989 - January 1995
Skills
Financial Analysis, Loyalty Marketing, Program Management, Financial Performance, Vendor Relationships, Competitive Analysis, Change Management, Pricing, Capital Budgeting, Leadership, Marketing, Cross-functional Team..., Vendor Management, Product Development, Airlines, Finance, Management, Process Improvement, Project Management, Marketing Strategy, Pricing Strategy, CRM, Forecasting, Start-ups, Budgets, Strategic Planning, Team Building
Education
Embry-Riddle Aeronautical University 1992 — 1995
Master of Business Administration (MBA), Aviation Science
Pace University 1985 — 1989
Bachelor of Science (B.S.), International Management
Raindance Partners August 2013 - June 2014
Hotel Technology Next Generation August 2011 - June 2013
United Airlines, Chicago October 2001 - June 2004
United Airlines, Chicago July 1998 - October 2001
United Airlines, San Francisco May 1997 - July 1998
United Airlines, Chicago September 1996 - May 1997
United Airlines, Chicago March 1995 - September 1996
Merrill Lynch November 1989 - January 1995
Skills
Financial Analysis, Loyalty Marketing, Program Management, Financial Performance, Vendor Relationships, Competitive Analysis, Change Management, Pricing, Capital Budgeting, Leadership, Marketing, Cross-functional Team..., Vendor Management, Product Development, Airlines, Finance, Management, Process Improvement, Project Management, Marketing Strategy, Pricing Strategy, CRM, Forecasting, Start-ups, Budgets, Strategic Planning, Team Building
Education
Embry-Riddle Aeronautical University 1992 — 1995
Master of Business Administration (MBA), Aviation Science
Pace University 1985 — 1989
Bachelor of Science (B.S.), International Management
Christa Vrtar, RPLU's Merrill Lynch Experience May 2007 - July 2007
Job Account Executive, Financial Institutions at Travelers
Industry Insurance
Experience
Travelers September 2009 - Present
Merrill Lynch May 2007 - July 2007
University of Central Florida October 2006 - April 2007
Skills
D&O Liability, Employment Practices..., Fiduciary Liability, Bankers Professional..., Kidnap & Ransom, Cyber Liability, Financial Institution..., Financial Analysis, Directors & Officers..., Liability Analysis, Fiduciary, Insurance, Commercial Lines, Excess, Customer Service, Workers Compensation
Education
Florida State University 2012 — 2015
Master's Degree, Risk Management and Insurance
University of Central Florida - College of Business Administration 2006 — 2009
Bachelor of Science (B.S.), Finance, General
Elon University 2003 — 2005
Engineering
Travelers September 2009 - Present
Merrill Lynch May 2007 - July 2007
University of Central Florida October 2006 - April 2007
Skills
D&O Liability, Employment Practices..., Fiduciary Liability, Bankers Professional..., Kidnap & Ransom, Cyber Liability, Financial Institution..., Financial Analysis, Directors & Officers..., Liability Analysis, Fiduciary, Insurance, Commercial Lines, Excess, Customer Service, Workers Compensation
Education
Florida State University 2012 — 2015
Master's Degree, Risk Management and Insurance
University of Central Florida - College of Business Administration 2006 — 2009
Bachelor of Science (B.S.), Finance, General
Elon University 2003 — 2005
Engineering
Richard Gatanis Richard Gatanis's Merrill Lynch Experience October 2010 - October 2011
Job Senior Database Administrator
Industry Information Technology and Services
Experience
CACI July 2014 - Present
JPMorgan Chase January 2012 - June 2014
Princeton Information October 2010 - October 2011
Merrill Lynch October 2010 - October 2011
State of PA Office of Information Technology February 2009 - September 2010
Aetna January 2007 - March 2010
PECO Energy February 2006 - January 2007
State of NJ Information Technology Office October 2005 - February 2006
Florida Atlantic University September 2003 - February 2005
CSC - Computer Sciences Corporation December 2000 - May 2003
Skills
DB2, Databases, SDLC, CICS, COBOL, MVS, Performance Tuning, SQL Tuning, z/OS, REXX, IBM Utilities, Fileaid, SPUFI, Data Migration, Database Administration, OS/390, Stored Procedures, SQL, Systems Analysis, High Availability, Replication, Database Design
Education
Elon University
BS, Computer and Information Science / Math
CACI July 2014 - Present
JPMorgan Chase January 2012 - June 2014
Princeton Information October 2010 - October 2011
Merrill Lynch October 2010 - October 2011
State of PA Office of Information Technology February 2009 - September 2010
Aetna January 2007 - March 2010
PECO Energy February 2006 - January 2007
State of NJ Information Technology Office October 2005 - February 2006
Florida Atlantic University September 2003 - February 2005
CSC - Computer Sciences Corporation December 2000 - May 2003
Skills
DB2, Databases, SDLC, CICS, COBOL, MVS, Performance Tuning, SQL Tuning, z/OS, REXX, IBM Utilities, Fileaid, SPUFI, Data Migration, Database Administration, OS/390, Stored Procedures, SQL, Systems Analysis, High Availability, Replication, Database Design
Education
Elon University
BS, Computer and Information Science / Math
Don McGlynn's Merrill Lynch Experience June 2005 - Present
Job ATP, MBA, President of Stuart Air Show, AAMS, CRPC, CRPS. Sr. Financial Advisor, Merrill Lynch.
Industry Aviation & Aerospace
Experience
Stuart Air Show, Inc June 2006 - Present
Merrill Lynch June 2005 - Present
Home Discovery Real Estate September 2004 - June 2005
McGlynn Collectible Resales 2001 - 2005
United Airlines September 2000 - October 2001
United States Air Force June 1988 - August 2000
Skills
Military, Flights, Real Estate, Investments, Risk Management, Leadership, Strategic Planning, Program Management, Series 7, Financial Advisory, Retirement Planning, Financial Services, Public Speaking, Team Building, Operations Management, Customer Service, Team Leadership, Budgets, Financial Analysis, Training, Project Management, Management, Aviation, Marketing
Education
Embry Riddle Aeronautical University-Worldwide 1995 — 2003
MBA, Aviation
University of South Florida 1984 — 1988
Bachelor of Arts, Communication
Martin County High School 1980 — 1984
Stuart Air Show, Inc June 2006 - Present
Merrill Lynch June 2005 - Present
Home Discovery Real Estate September 2004 - June 2005
McGlynn Collectible Resales 2001 - 2005
United Airlines September 2000 - October 2001
United States Air Force June 1988 - August 2000
Skills
Military, Flights, Real Estate, Investments, Risk Management, Leadership, Strategic Planning, Program Management, Series 7, Financial Advisory, Retirement Planning, Financial Services, Public Speaking, Team Building, Operations Management, Customer Service, Team Leadership, Budgets, Financial Analysis, Training, Project Management, Management, Aviation, Marketing
Education
Embry Riddle Aeronautical University-Worldwide 1995 — 2003
MBA, Aviation
University of South Florida 1984 — 1988
Bachelor of Arts, Communication
Martin County High School 1980 — 1984
Yari Holguin's Merrill Lynch Experience March 2011 - June 2011
Job Student at El Paso Community College
Industry Public Relations and Communications
Experience
Tejano Tribune August 2013 - Present
Merrill Lynch March 2011 - June 2011
My Bookkeeping and More February 2002 - October 2008
Skills
Social Media, Microsoft Office, PowerPoint, Public Relations, Public Speaking, Microsoft Word, Facebook, Event Planning, Research, Photoshop, Microsoft Excel, Editing, Social Networking, Teamwork, Marketing Communications
Education
El Paso Community College 2012 — 2014
Tejano Tribune August 2013 - Present
Merrill Lynch March 2011 - June 2011
My Bookkeeping and More February 2002 - October 2008
Skills
Social Media, Microsoft Office, PowerPoint, Public Relations, Public Speaking, Microsoft Word, Facebook, Event Planning, Research, Photoshop, Microsoft Excel, Editing, Social Networking, Teamwork, Marketing Communications
Education
El Paso Community College 2012 — 2014
Frank de Leon Jr Frank de Leon Jr's Merrill Lynch Experience February 1993 - May 1997
Job CaptainPilot
Industry Airlines/Aviation
Experience
American Airlines August 1992 - Present
Merrill Lynch February 1993 - May 1997
United States Air Force April 1989 - April 1992
Skills
Commercial Aviation, Flights, Aviation, Piloting, Flight Planning, Airlines
Education
Texas A&M University 1981 — 1985
Bachelor of Science (BS), Engineering
Embry Riddle Aeronautical University-Worldwide
American Airlines August 1992 - Present
Merrill Lynch February 1993 - May 1997
United States Air Force April 1989 - April 1992
Skills
Commercial Aviation, Flights, Aviation, Piloting, Flight Planning, Airlines
Education
Texas A&M University 1981 — 1985
Bachelor of Science (BS), Engineering
Embry Riddle Aeronautical University-Worldwide
Jim Szabo Jim Szabo's Merrill Lynch Experience 1979 - 1981
Job Independent Investment Management Professional
Industry Investment Management
Experience
Arctaris Capital 2010 - Present
Elmira College 2001 - 2007
InvestorReach 2001 - 2002
Nicholas Applegate 1998 - 2001
Nicholas Applegate 1994 - 1998
Kemper Financial Services 1991 - 1994
Kemper Financial Services 1986 - 1991
Kemper Financial Services 1984 - 1985
Kemper Financial Services 1981 - 1983
Merrill Lynch 1979 - 1981
Skills
Alternative Investments, ETFs, Hedge Funds, Investments, Asset Managment, Wealth Management, Investment Management, Asset Allocation, Investment Advisory, Securities, Equities, Investment Strategies, Strategic Financial..., Investor Relations, Financial Advisory, Fixed Annuities, Fixed Income, Financial Services, Private Equity, Retirement Planning, Mutual Funds, Separately Managed..., Salesforce Training, Strategic Planning, Business Strategy, New Business Development, Start-ups, Finance, Bonds, Asset Management
Education
Elmira College 1975 — 1979
Bachelor of Science (BS), Business Administration and Management, General
Arctaris Capital 2010 - Present
Elmira College 2001 - 2007
InvestorReach 2001 - 2002
Nicholas Applegate 1998 - 2001
Nicholas Applegate 1994 - 1998
Kemper Financial Services 1991 - 1994
Kemper Financial Services 1986 - 1991
Kemper Financial Services 1984 - 1985
Kemper Financial Services 1981 - 1983
Merrill Lynch 1979 - 1981
Skills
Alternative Investments, ETFs, Hedge Funds, Investments, Asset Managment, Wealth Management, Investment Management, Asset Allocation, Investment Advisory, Securities, Equities, Investment Strategies, Strategic Financial..., Investor Relations, Financial Advisory, Fixed Annuities, Fixed Income, Financial Services, Private Equity, Retirement Planning, Mutual Funds, Separately Managed..., Salesforce Training, Strategic Planning, Business Strategy, New Business Development, Start-ups, Finance, Bonds, Asset Management
Education
Elmira College 1975 — 1979
Bachelor of Science (BS), Business Administration and Management, General
Bonnie Marshall Bonnie Marshall's Merrill Lynch Experience 1977 - 1980
Job Arbonne Independent Consultant
Industry Health, Wellness and Fitness
Experience
Arbonne International 2009 - Present
Resource Securities 2004 - 2012
Salem Trust Bank 1986 - 1988
Merrill Lynch 1977 - 1980
Skills
Skin Care, Beauty, Home Based Business, Personal Care, Network Marketing, Supplements, Spa, Wellness, Nutrition, Lifestyle, Marketing, Coaching, Event planning, Music, Cosmetics, Beauty Industry, Fitness, Aromatherapy, Motivational Speaking, Social Networking, Entrepreneurship, Event Planning, Team Building, Wellness Coaching, Leadership, Fundraising, Leadership Development, Small Business, Training, Public Speaking, Account Management, Customer Service, Marketing Strategy, Social Media Marketing, Selling, Personal Development, Sales, Social Media, Strategic Planning, Public Relations, Nonprofits, Retail, Email Marketing, Business Development, Skin Care Products, Management, New Business Development, Budgets, Strategy, Team Leadership
Education
University of North Carolina at Greensboro 1980 — 1982
MBA, Marketing and Finance
Elon University 1972 — 1976
BA, Business & Accounting
Arbonne International 2009 - Present
Resource Securities 2004 - 2012
Salem Trust Bank 1986 - 1988
Merrill Lynch 1977 - 1980
Skills
Skin Care, Beauty, Home Based Business, Personal Care, Network Marketing, Supplements, Spa, Wellness, Nutrition, Lifestyle, Marketing, Coaching, Event planning, Music, Cosmetics, Beauty Industry, Fitness, Aromatherapy, Motivational Speaking, Social Networking, Entrepreneurship, Event Planning, Team Building, Wellness Coaching, Leadership, Fundraising, Leadership Development, Small Business, Training, Public Speaking, Account Management, Customer Service, Marketing Strategy, Social Media Marketing, Selling, Personal Development, Sales, Social Media, Strategic Planning, Public Relations, Nonprofits, Retail, Email Marketing, Business Development, Skin Care Products, Management, New Business Development, Budgets, Strategy, Team Leadership
Education
University of North Carolina at Greensboro 1980 — 1982
MBA, Marketing and Finance
Elon University 1972 — 1976
BA, Business & Accounting
Nicholas DeGeorge Nicholas DeGeorge's Merrill Lynch Experience March 2012 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Bank of America Merrill Lynch August 2010 - May 2012
Skills
Retirement Planning, Mutual Funds, Fixed Income, Securities, Capital Markets, Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies, Trading, Bloomberg, Financial Modeling, Financial Analysis, Equities, Equity Trading, Investments, Retirement, Start-ups, Financial Services, Trading Systems, Banking, Entrepreneurship, Equity Research, Finance, Management, Asset Management, Portfolio Management
Education
Embry-Riddle Aeronautical University 2005 — 2009
B.S, Professional Aeronautics
Merrill Lynch March 2012 - Present
Bank of America Merrill Lynch August 2010 - May 2012
Skills
Retirement Planning, Mutual Funds, Fixed Income, Securities, Capital Markets, Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies, Trading, Bloomberg, Financial Modeling, Financial Analysis, Equities, Equity Trading, Investments, Retirement, Start-ups, Financial Services, Trading Systems, Banking, Entrepreneurship, Equity Research, Finance, Management, Asset Management, Portfolio Management
Education
Embry-Riddle Aeronautical University 2005 — 2009
B.S, Professional Aeronautics
Barbara Ferguson Binion Barbara Ferguson Binion's Merrill Lynch Experience 2006 - Present
Job Senior Operations Representative at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2006 - Present
Skills
Retirement, Customer Service, Retirement Planning, IRAs, Microsoft Excel, Data Entry, Outlook
Education
Elizabethtown College
Bachelor of Arts (B.A.), History
Ewing High School
Diploma
Merrill Lynch 2006 - Present
Skills
Retirement, Customer Service, Retirement Planning, IRAs, Microsoft Excel, Data Entry, Outlook
Education
Elizabethtown College
Bachelor of Arts (B.A.), History
Ewing High School
Diploma
Jake Schoenfeld, CPA Jake Schoenfeld, CPA's Merrill Lynch Experience June 2010 - August 2010
Job Senior Accountant at ARC Hospitality Trust
Industry Accounting
Experience
American Realty Capital June 2015 - Present
PwC September 2012 - June 2015
Elon University September 2008 - May 2012
Argy, Wiltse & Robinson, P.C. June 2011 - July 2011
Merrill Lynch June 2010 - August 2010
Signal Hill Investments July 2008 - July 2008
M&T Bank Investment Advisors June 2008 - June 2008
Skills
Microsoft Excel, Accounting, PowerPoint, Microsoft Word, Financial Accounting, Microsoft Office, Financial Reporting, Financial Analysis, Auditing, Research, Tax, Access, Bookkeeping, Financial Modeling, US GAAP, GAAP, Assurance, Teamwork, Time Management, Lotus Notes, External Audit, CPA
Education
Elon University 2008 — 2012
BS Accounting, BSBA, Finance; Dual
Elon University - Martha and Spencer Love School of Business 2008 — 2012
BA, Accounting and Finance
The Boys' Latin School of MD 2004 — 2008
The Boys' Latin School of MD
American Realty Capital June 2015 - Present
PwC September 2012 - June 2015
Elon University September 2008 - May 2012
Argy, Wiltse & Robinson, P.C. June 2011 - July 2011
Merrill Lynch June 2010 - August 2010
Signal Hill Investments July 2008 - July 2008
M&T Bank Investment Advisors June 2008 - June 2008
Skills
Microsoft Excel, Accounting, PowerPoint, Microsoft Word, Financial Accounting, Microsoft Office, Financial Reporting, Financial Analysis, Auditing, Research, Tax, Access, Bookkeeping, Financial Modeling, US GAAP, GAAP, Assurance, Teamwork, Time Management, Lotus Notes, External Audit, CPA
Education
Elon University 2008 — 2012
BS Accounting, BSBA, Finance; Dual
Elon University - Martha and Spencer Love School of Business 2008 — 2012
BA, Accounting and Finance
The Boys' Latin School of MD 2004 — 2008
The Boys' Latin School of MD
Shawn Buchanan, MBA Shawn Buchanan, MBA's Merrill Lynch Experience May 2003 - May 2006
Job Financial Representative @ Country Financial
Industry Financial Services
Experience
COUNTRY Financial® September 2013 - Present
Buchanan Consulting July 2012 - September 2013
Sentry Insurance December 2010 - July 2012
Buchanan Insurance Agency May 2009 - December 2010
SunTrust Investment Services December 2007 - May 2009
AIG Retirement Services May 2006 - December 2007
Merrill Lynch May 2003 - May 2006
BCD Travel April 2002 - February 2003
Rosenbluth International September 1996 - February 2002
Professional Travel Corporation July 1993 - September 1996
Skills
Call Center Development, HR Consulting, Corporate Benefits, Pension Administration, Retirement Plan..., Technical Analysis, Financial Analysis, P&L Management, Organizational..., Commercial Insurance, Property & Casualty..., Annuities, Call Routing, Training & Development, Personnel Recruiting, Securities, Mutual Funds, Term Life Insurance, Facilities Management, Series 7, Series 66, Series 26, Life, Accident, and..., Variable Products..., Fixed Annuities, 401k, Insurance, Employee Benefits, CRM, Account Management, Recruiting, Business Planning, Human Resources, Retirement Planning, Retirement, Life Insurance, Marketing, Call Centers, Underwriting, Finance, Relationship Management, Investments, Sales Presentations, Professional Liability, General Insurance, Casualty, Liability, Benefits Administration, Personnel Management, Commercial Lines
Education
Embry-Riddle Aeronautical University
Master of Business Administration (M.B.A.), Aviation/Airway Management and Operations, 3.9
Georgia College and State University
Bachelor of Business Administration (B.B.A.), Management
Macon State College
Associate of Arts (AA), Economics
COUNTRY Financial® September 2013 - Present
Buchanan Consulting July 2012 - September 2013
Sentry Insurance December 2010 - July 2012
Buchanan Insurance Agency May 2009 - December 2010
SunTrust Investment Services December 2007 - May 2009
AIG Retirement Services May 2006 - December 2007
Merrill Lynch May 2003 - May 2006
BCD Travel April 2002 - February 2003
Rosenbluth International September 1996 - February 2002
Professional Travel Corporation July 1993 - September 1996
Skills
Call Center Development, HR Consulting, Corporate Benefits, Pension Administration, Retirement Plan..., Technical Analysis, Financial Analysis, P&L Management, Organizational..., Commercial Insurance, Property & Casualty..., Annuities, Call Routing, Training & Development, Personnel Recruiting, Securities, Mutual Funds, Term Life Insurance, Facilities Management, Series 7, Series 66, Series 26, Life, Accident, and..., Variable Products..., Fixed Annuities, 401k, Insurance, Employee Benefits, CRM, Account Management, Recruiting, Business Planning, Human Resources, Retirement Planning, Retirement, Life Insurance, Marketing, Call Centers, Underwriting, Finance, Relationship Management, Investments, Sales Presentations, Professional Liability, General Insurance, Casualty, Liability, Benefits Administration, Personnel Management, Commercial Lines
Education
Embry-Riddle Aeronautical University
Master of Business Administration (M.B.A.), Aviation/Airway Management and Operations, 3.9
Georgia College and State University
Bachelor of Business Administration (B.B.A.), Management
Macon State College
Associate of Arts (AA), Economics
Jack Duval Jack Duval's Merrill Lynch Experience September 1994 - September 2004
Job Managing Partner and Expert Witness
Industry Legal Services
Experience
Accelerant November 2012 - Present
ORIGINAL forensic analysis + visualization (formerly John Duval Associates LLC) October 2004 - November 2012
Duval Asset Management LLC January 2005 - December 2008
Heterodox Advisors LLC January 2008 - November 2008
Merrill Lynch September 1994 - September 2004
Skills
MBS, CDO, ABS, Structured Finance, Data Analysis, Predictive Analytics, Workflow Processing, SAS Programming, Residential Mortgages, Modern Portfolio Theory, Structured Products, Fiduciary, Securities, Securities Regulation, Insurance, Securities Litigation, Data Visualization, Trial Exhibits, Investments, Investment Strategies, Alternative Investments, Arbitration, Hedge Funds, Fixed Income, Due Diligence, Trading, Portfolio Management, Capital Markets, Equities, Litigation, Private Equity, Investment Advisory, FINRA, SAS programming, Securitization, Options, Investment Management, Fraud, Private Placements, ETFs, Economics, Derivatives, Venture Capital, Financial Markets, Valuation, Asset Allocation, Expert Witness, Asset Management
Education
The New School 2003 — 2006
MA, Economics
Elon University 1988 — 1993
BA, Economics
Elon University 1988 — 1993
BA, Philosophy
Accelerant November 2012 - Present
ORIGINAL forensic analysis + visualization (formerly John Duval Associates LLC) October 2004 - November 2012
Duval Asset Management LLC January 2005 - December 2008
Heterodox Advisors LLC January 2008 - November 2008
Merrill Lynch September 1994 - September 2004
Skills
MBS, CDO, ABS, Structured Finance, Data Analysis, Predictive Analytics, Workflow Processing, SAS Programming, Residential Mortgages, Modern Portfolio Theory, Structured Products, Fiduciary, Securities, Securities Regulation, Insurance, Securities Litigation, Data Visualization, Trial Exhibits, Investments, Investment Strategies, Alternative Investments, Arbitration, Hedge Funds, Fixed Income, Due Diligence, Trading, Portfolio Management, Capital Markets, Equities, Litigation, Private Equity, Investment Advisory, FINRA, SAS programming, Securitization, Options, Investment Management, Fraud, Private Placements, ETFs, Economics, Derivatives, Venture Capital, Financial Markets, Valuation, Asset Allocation, Expert Witness, Asset Management
Education
The New School 2003 — 2006
MA, Economics
Elon University 1988 — 1993
BA, Economics
Elon University 1988 — 1993
BA, Philosophy
William Stone William Stone's Merrill Lynch Experience May 2012 - Present
Job Data Quality Manager at TRAC Intermodal
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
Merrill Lynch December 2010 - May 2012
Bank of America February 2009 - December 2010
Bank of America September 2006 - February 2009
Skills
SQL, Project Management, Data Analysis, Data Mining, Database Design, Analytic Problem Solving, Root Cause Analysis, Management, SDLC
Education
Rider University 2013 — 2016
Master of Business Administration (M.B.A.), MBA
Elon University 2002 — 2006
Bachelor's Degree, Business Administration and Management, General
Merrill Lynch May 2012 - Present
Merrill Lynch December 2010 - May 2012
Bank of America February 2009 - December 2010
Bank of America September 2006 - February 2009
Skills
SQL, Project Management, Data Analysis, Data Mining, Database Design, Analytic Problem Solving, Root Cause Analysis, Management, SDLC
Education
Rider University 2013 — 2016
Master of Business Administration (M.B.A.), MBA
Elon University 2002 — 2006
Bachelor's Degree, Business Administration and Management, General
Chris Silvaggio Chris Silvaggio's Merrill Lynch Experience June 2010 - August 2011
Job Client Operations Manager at State Street
Industry Financial Services
Experience
State Street December 2014 - Present
State Street August 2013 - December 2014
State Street August 2012 - August 2013
Wireworks, LLC June 2004 - August 2012
Merrill Lynch June 2010 - August 2011
Best Buy August 2007 - August 2011
Town Table April 2010 - February 2011
Prince Pizzeria October 2006 - March 2007
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Facebook, Social Media, Social Networking, Leadership, Access, Time Management, Social Media Marketing
Education
University of Massachusetts Boston 2013 — 2016
Master of Science (MS), Accounting
Elon University 2008 — 2012
Bachelor of Science; BSBA, Business Administration; Finance
State Street December 2014 - Present
State Street August 2013 - December 2014
State Street August 2012 - August 2013
Wireworks, LLC June 2004 - August 2012
Merrill Lynch June 2010 - August 2011
Best Buy August 2007 - August 2011
Town Table April 2010 - February 2011
Prince Pizzeria October 2006 - March 2007
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Facebook, Social Media, Social Networking, Leadership, Access, Time Management, Social Media Marketing
Education
University of Massachusetts Boston 2013 — 2016
Master of Science (MS), Accounting
Elon University 2008 — 2012
Bachelor of Science; BSBA, Business Administration; Finance
Jim Currul Jim Currul's Merrill Lynch Experience 1983 - 1987
Job Technical Writer at Thermo Fisher Scientific
Industry Writing and Editing
Experience
Thermo Fisher Scientific March 2015 - Present
Information Mapping July 2014 - December 2014
Alcatel-Lucent / Information Mapping Inc. January 2012 - June 2014
Saint Clement High School September 2009 - June 2011
Information Mapping, Inc. January 2009 - September 2009
Macgregor May 2001 - June 2004
Thomson Reuters August 1999 - May 2001
Fresenius Medical Care 1997 - 1999
Bank of Boston 1986 - 1995
Merrill Lynch 1983 - 1987
Skills
Technical Writing, Editing, Social Media, Curriculum Design, E-learning, Technology Integration, Instructional Design, Course Development, Online Help, Content Management
Education
Emmanuel College 2007 — 2010
MAT, Education
Suffolk University 1978 — 1983
BSJ, Journalism
Thermo Fisher Scientific March 2015 - Present
Information Mapping July 2014 - December 2014
Alcatel-Lucent / Information Mapping Inc. January 2012 - June 2014
Saint Clement High School September 2009 - June 2011
Information Mapping, Inc. January 2009 - September 2009
Macgregor May 2001 - June 2004
Thomson Reuters August 1999 - May 2001
Fresenius Medical Care 1997 - 1999
Bank of Boston 1986 - 1995
Merrill Lynch 1983 - 1987
Skills
Technical Writing, Editing, Social Media, Curriculum Design, E-learning, Technology Integration, Instructional Design, Course Development, Online Help, Content Management
Education
Emmanuel College 2007 — 2010
MAT, Education
Suffolk University 1978 — 1983
BSJ, Journalism
Benjamin Miley, CFA, CPA Benjamin Miley, CFA, CPA's Merrill Lynch Experience May 2005 - January 2007
Job .
Industry Financial Services
Experience
U.S. Trust June 2008 - Present
Bank of America January 2008 - June 2008
Bank of America January 2007 - December 2007
Merrill Lynch May 2005 - January 2007
New York Uncorked Wine Distributors, LLC January 2004 - June 2006
Merrill Lynch November 2003 - May 2005
Skills
Financial Planning, Fiduciary Services, Estate Planning, Closely Held Businesses, Corporate Law, Investment Strategies, Alternative Investments, Portfolio Management, Estate Tax Planning, Tax Accounting, Investment Advisory..., Transaction Advisory..., Financial Modeling, FactSet
Education
University of North Florida 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
The University of Akron 1999 — 2002
Bachelor's Degree, Finance, General, 3.5, Cum Laude
El Centro College
Associate's Degree, Legal Assistant/Paralegal, 4.0
Smithville High School 1996 — 1999
High School
U.S. Trust June 2008 - Present
Bank of America January 2008 - June 2008
Bank of America January 2007 - December 2007
Merrill Lynch May 2005 - January 2007
New York Uncorked Wine Distributors, LLC January 2004 - June 2006
Merrill Lynch November 2003 - May 2005
Skills
Financial Planning, Fiduciary Services, Estate Planning, Closely Held Businesses, Corporate Law, Investment Strategies, Alternative Investments, Portfolio Management, Estate Tax Planning, Tax Accounting, Investment Advisory..., Transaction Advisory..., Financial Modeling, FactSet
Education
University of North Florida 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
The University of Akron 1999 — 2002
Bachelor's Degree, Finance, General, 3.5, Cum Laude
El Centro College
Associate's Degree, Legal Assistant/Paralegal, 4.0
Smithville High School 1996 — 1999
High School
Carter Leidy Carter Leidy's Merrill Lynch Experience March 2015 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Archbold Biological Station January 1995 - Present
UBS June 2014 - March 2015
ExpressJet Airlines January 2001 - June 2014
US Army National Guard December 1996 - December 2005
Skills
Aircraft, Aviation, Commercial Aviation, Flights, Piloting, Airlines, Aerospace, Army
Education
Embry Riddle Aeronautical University-Worldwide 2000 — 2007
Masters of Aeronautical Science, Aeronautics/Aviation/Aerospace Science and Technology, General
Flight Safety Academy Vero Beach 1999 — 2001
Commercial flight rating, Aviation
Penn State University 1989 — 1993
Bachelor of Science (BS), Law
Malvern preparatory school 1986 — 1989
High school
Merrill Lynch March 2015 - Present
Archbold Biological Station January 1995 - Present
UBS June 2014 - March 2015
ExpressJet Airlines January 2001 - June 2014
US Army National Guard December 1996 - December 2005
Skills
Aircraft, Aviation, Commercial Aviation, Flights, Piloting, Airlines, Aerospace, Army
Education
Embry Riddle Aeronautical University-Worldwide 2000 — 2007
Masters of Aeronautical Science, Aeronautics/Aviation/Aerospace Science and Technology, General
Flight Safety Academy Vero Beach 1999 — 2001
Commercial flight rating, Aviation
Penn State University 1989 — 1993
Bachelor of Science (BS), Law
Malvern preparatory school 1986 — 1989
High school
Stefan Schaefer Stefan Schaefer's Merrill Lynch Experience May 2006 - August 2006
Job
Industry Investment Banking
Experience
Western Reserve Partners LLC June 2014 - Present
BAE Systems June 2011 - June 2014
BAE Systems June 2010 - June 2011
BAE Systems June 2009 - June 2010
BAE Systems January 2008 - June 2009
Merrill Lynch May 2006 - August 2006
Skills
Accounting, Managerial Finance, Financial Analysis, Forecasting, Leadership, Data Analysis, Internal Controls, Finance, Strategic Financial..., Auditing, Program Management, Analysis, Business Planning, Project Planning, Variance Analysis, Earned Value Management, Risk Management, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
MBA
Elon University 2003 — 2007
B.S.
Elon University - Martha and Spencer Love School of Business 2003 — 2007
BS
Western Reserve Partners LLC June 2014 - Present
BAE Systems June 2011 - June 2014
BAE Systems June 2010 - June 2011
BAE Systems June 2009 - June 2010
BAE Systems January 2008 - June 2009
Merrill Lynch May 2006 - August 2006
Skills
Accounting, Managerial Finance, Financial Analysis, Forecasting, Leadership, Data Analysis, Internal Controls, Finance, Strategic Financial..., Auditing, Program Management, Analysis, Business Planning, Project Planning, Variance Analysis, Earned Value Management, Risk Management, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
MBA
Elon University 2003 — 2007
B.S.
Elon University - Martha and Spencer Love School of Business 2003 — 2007
BS
Benjamin Morse Benjamin Morse's Merrill Lynch Experience June 2014 - August 2014
Job Marketing & Account Management Apprentice at Shamrock Sports & Entertainment
Industry Sports
Experience
Shamrock Sports & Entertainment June 2015 - Present
Elon University August 2014 - May 2015
Merrill Lynch June 2014 - August 2014
Cafe Genevieve July 2013 - August 2013
Grand Teton Lodge Company June 2013 - August 2013
Grand Teton Lodge Company June 2013 - August 2013
RuffaloCODY November 2012 - May 2013
Skills
Fundraising, Event Planning, Microsoft Excel, Leadership, Microsoft Word, Public Speaking, Social Media, Microsoft Office, PowerPoint, Facebook, Research, Customer Service, Social Networking, Spanish, Marketing, Social Media Marketing, Time Management, Teamwork, Sponsorship Sales, Sports Marketing
Education
Elon University 2011 — 2015
Bachelor of Arts, International Studies, Marketing
Elon University 2011 — 2015
Bachelor of Arts (B.A.), International/Global Studies
Shamrock Sports & Entertainment June 2015 - Present
Elon University August 2014 - May 2015
Merrill Lynch June 2014 - August 2014
Cafe Genevieve July 2013 - August 2013
Grand Teton Lodge Company June 2013 - August 2013
Grand Teton Lodge Company June 2013 - August 2013
RuffaloCODY November 2012 - May 2013
Skills
Fundraising, Event Planning, Microsoft Excel, Leadership, Microsoft Word, Public Speaking, Social Media, Microsoft Office, PowerPoint, Facebook, Research, Customer Service, Social Networking, Spanish, Marketing, Social Media Marketing, Time Management, Teamwork, Sponsorship Sales, Sports Marketing
Education
Elon University 2011 — 2015
Bachelor of Arts, International Studies, Marketing
Elon University 2011 — 2015
Bachelor of Arts (B.A.), International/Global Studies
Morgan Manchester Morgan Manchester's Merrill Lynch Experience November 2006 - June 2008
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual December 2012 - Present
TIAA-CREF May 2012 - December 2012
ProFund Advisors LLC November 2010 - May 2012
ProShare Advisors, LLC November 2010 - May 2012
Northwestern Mutual Wealth Management Company August 2008 - November 2010
Merrill Lynch November 2006 - June 2008
City Sports 2003 - 2006
Education
Elon University 1999 — 2003
Elon University - Martha and Spencer Love School of Business 1999 — 2003
Business Management
Wayland Academy
Northwestern Mutual December 2012 - Present
TIAA-CREF May 2012 - December 2012
ProFund Advisors LLC November 2010 - May 2012
ProShare Advisors, LLC November 2010 - May 2012
Northwestern Mutual Wealth Management Company August 2008 - November 2010
Merrill Lynch November 2006 - June 2008
City Sports 2003 - 2006
Education
Elon University 1999 — 2003
Elon University - Martha and Spencer Love School of Business 1999 — 2003
Business Management
Wayland Academy
Paul Montes Paul Montes's Merrill Lynch Experience 1984 - 1988
Job Commercial Real Estate Professional
Industry Real Estate
Experience
Inland Real Estate Brokerage & Auctions, Inc. June 2006 - Present
Self Employed - Real Estate Development 1992 - 2006
Dupage Carriers, Inc. 1990 - 2006
MCL Development 1988 - 1992
Merrill Lynch 1984 - 1988
Skills
Location Intelligence, Disposition, Real Estate, Commercial Real Estate, Acquisitions, Investments, Brokerage, Investment Properties, Leases, Real Estate Economics, Real Estate Development, Real Estate Transactions, Investors, Tenant, Landlord, Shopping Centers, Property, 1031 Exchanges, Buyer Representation, REO, Real Estate Financing, Entitlements, Land Acquisition, Short Sales, Rentals, Apartments, Lease Administration, Asset Managment, Residential Homes, Sellers, Condos, Contract Negotiation, Foreclosures, Tenant Representation, Valuation, Due Diligence, Commercial Leasing, Appraisals, Lease Negotiations, Real Property, Investment Sales, Landlords
Education
Elmhurst College 1983 — 1986
BS, Finance
Proviso West High School 1979 — 1982
Inland Real Estate Brokerage & Auctions, Inc. June 2006 - Present
Self Employed - Real Estate Development 1992 - 2006
Dupage Carriers, Inc. 1990 - 2006
MCL Development 1988 - 1992
Merrill Lynch 1984 - 1988
Skills
Location Intelligence, Disposition, Real Estate, Commercial Real Estate, Acquisitions, Investments, Brokerage, Investment Properties, Leases, Real Estate Economics, Real Estate Development, Real Estate Transactions, Investors, Tenant, Landlord, Shopping Centers, Property, 1031 Exchanges, Buyer Representation, REO, Real Estate Financing, Entitlements, Land Acquisition, Short Sales, Rentals, Apartments, Lease Administration, Asset Managment, Residential Homes, Sellers, Condos, Contract Negotiation, Foreclosures, Tenant Representation, Valuation, Due Diligence, Commercial Leasing, Appraisals, Lease Negotiations, Real Property, Investment Sales, Landlords
Education
Elmhurst College 1983 — 1986
BS, Finance
Proviso West High School 1979 — 1982
Welsford Scott Bishopric Welsford Scott Bishopric's Merrill Lynch Experience May 2011 - August 2011
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Elon University April 2013 - March 2014
Franklin Street Partners August 2013 - December 2013
Bank of America Merrill Lynch May 2013 - August 2013
Elon Student Government Association March 2012 - April 2013
The Elon Network March 2012 - April 2013
Bank of America Merrill Lynch May 2012 - August 2012
The Elon Network May 2011 - March 2012
Elon Student Government Association March 2011 - March 2012
Merrill Lynch May 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Bloomberg, Valuation, Equities, Capital Markets, Fixed Income, Financial Analysis, Derivatives, Bloomberg Terminal, Hedge Funds, Corporate Finance, Alternative Investments, LBO, Analysis, Strategic Planning, Finance, Leadership
Education
Elon University 2010 — 2014
Bachelor of Science, Finance & Economics
Bank of America Merrill Lynch July 2014 - Present
Elon University April 2013 - March 2014
Franklin Street Partners August 2013 - December 2013
Bank of America Merrill Lynch May 2013 - August 2013
Elon Student Government Association March 2012 - April 2013
The Elon Network March 2012 - April 2013
Bank of America Merrill Lynch May 2012 - August 2012
The Elon Network May 2011 - March 2012
Elon Student Government Association March 2011 - March 2012
Merrill Lynch May 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Bloomberg, Valuation, Equities, Capital Markets, Fixed Income, Financial Analysis, Derivatives, Bloomberg Terminal, Hedge Funds, Corporate Finance, Alternative Investments, LBO, Analysis, Strategic Planning, Finance, Leadership
Education
Elon University 2010 — 2014
Bachelor of Science, Finance & Economics
Sara Ream Sara Ream's Merrill Lynch Experience June 2006 - Present
Job Campaign Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2006 - Present
Skills
Financial Services, SQL, CRM, Email Marketing, Series 7, Social Media, Database Marketing, Marketing Strategy, Salesforce.com, Wealth Management, Project Management, Vendor Management, Analytics, Uniform Combined State..., Direct Marketing, Relationship Management, Campaign Management, Siebel, Web Analytics, Segmentation, Integrated Marketing, Strategy
Education
Elizabethtown College 1984 — 1985
Merrill Lynch June 2006 - Present
Skills
Financial Services, SQL, CRM, Email Marketing, Series 7, Social Media, Database Marketing, Marketing Strategy, Salesforce.com, Wealth Management, Project Management, Vendor Management, Analytics, Uniform Combined State..., Direct Marketing, Relationship Management, Campaign Management, Siebel, Web Analytics, Segmentation, Integrated Marketing, Strategy
Education
Elizabethtown College 1984 — 1985
W. Davis Ryan W. Davis Ryan's Merrill Lynch Experience October 2011 - December 2011
Job Tax Accountant at Sayles & Evans
Industry Accounting
Experience
Sayles & Evans October 2014 - Present
Medical Business Services October 2012 - July 2014
Altendorf Transport, Inc July 2012 - October 2012
Belltower Books LLC November 2011 - May 2012
Aldridge, Borden & Company, PC February 2012 - April 2012
Merrill Lynch October 2011 - December 2011
Common Ground Montgomery May 2011 - July 2011
Alabama State University: Center for Leadership and Public Policy May 2010 - May 2011
Skills
Accounting, Android, Budgeting, Budget Preparation, Customer Service, Excel, Invoice Processing, iPhone, Mas 90, Microsoft Office, Payroll, Payroll Processing, Pivot Tables, PowerPoint, Problem Solving, Tax Preparation, Windows, Word, Microsoft Excel, Invoicing, Microsoft Word
Education
Elmira College 2014 — 2016
Huntingdon College 2008 — 2012
Bachelor of Arts, Accounting
Sayles & Evans October 2014 - Present
Medical Business Services October 2012 - July 2014
Altendorf Transport, Inc July 2012 - October 2012
Belltower Books LLC November 2011 - May 2012
Aldridge, Borden & Company, PC February 2012 - April 2012
Merrill Lynch October 2011 - December 2011
Common Ground Montgomery May 2011 - July 2011
Alabama State University: Center for Leadership and Public Policy May 2010 - May 2011
Skills
Accounting, Android, Budgeting, Budget Preparation, Customer Service, Excel, Invoice Processing, iPhone, Mas 90, Microsoft Office, Payroll, Payroll Processing, Pivot Tables, PowerPoint, Problem Solving, Tax Preparation, Windows, Word, Microsoft Excel, Invoicing, Microsoft Word
Education
Elmira College 2014 — 2016
Huntingdon College 2008 — 2012
Bachelor of Arts, Accounting
Kenneth Brandon Kenneth Brandon's Merrill Lynch Experience January 2001 - March 2002
Job Sr. Manager, Brand Insights at The CocaCola Company
Industry Consumer Goods
Experience
The Coca-Cola Company February 2013 - Present
The Coca-Cola Company March 2011 - February 2013
The Coca-Cola Company April 2008 - March 2011
The Coca-Cola Company September 2004 - April 2008
R.J. Reynolds Tobacco Company April 2002 - September 2004
Merrill Lynch January 2001 - March 2002
R.J. Reynolds Tobacco Company August 1998 - January 2001
Skills
Consumer Insights, Competitive Analysis, Strategic Planning, Market Research, Forecasting
Education
Emory University - Goizueta Business School 2006 — 2009
MBA
Elizabeth City State University 1994 — 1998
BS, Biology-Pre Medicine
The Coca-Cola Company February 2013 - Present
The Coca-Cola Company March 2011 - February 2013
The Coca-Cola Company April 2008 - March 2011
The Coca-Cola Company September 2004 - April 2008
R.J. Reynolds Tobacco Company April 2002 - September 2004
Merrill Lynch January 2001 - March 2002
R.J. Reynolds Tobacco Company August 1998 - January 2001
Skills
Consumer Insights, Competitive Analysis, Strategic Planning, Market Research, Forecasting
Education
Emory University - Goizueta Business School 2006 — 2009
MBA
Elizabeth City State University 1994 — 1998
BS, Biology-Pre Medicine
Armeka Ware's Merrill Lynch Experience May 2001 - August 2001
Job Payroll Manager at High Point University
Industry Banking
Experience
High Point University April 2015 - Present
DNA Party Rentals & Lawncare August 2013 - Present
Bank of America 2011 - 2013
Paychex October 2003 - January 2009
Merrill Lynch May 2001 - August 2001
Skills
Management, CRM, Certified Payroll..., KRONOS, ALF, SAP, ADP, Interflex, AS400, HomeSaver, HomeBase, Excel, Time Management, Employee Benefits, Finance, Microsoft Office, Strategic Planning, Customer Service, Team Building, Microsoft Excel, Leadership, ADP Payroll, Payroll, Sales, Marketing
Education
Elon University 1998 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Elon University Burlington, NC 1998 — 2003
Business Administration (MIS), Management Information Systems (MIS)
High Point University April 2015 - Present
DNA Party Rentals & Lawncare August 2013 - Present
Bank of America 2011 - 2013
Paychex October 2003 - January 2009
Merrill Lynch May 2001 - August 2001
Skills
Management, CRM, Certified Payroll..., KRONOS, ALF, SAP, ADP, Interflex, AS400, HomeSaver, HomeBase, Excel, Time Management, Employee Benefits, Finance, Microsoft Office, Strategic Planning, Customer Service, Team Building, Microsoft Excel, Leadership, ADP Payroll, Payroll, Sales, Marketing
Education
Elon University 1998 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Elon University Burlington, NC 1998 — 2003
Business Administration (MIS), Management Information Systems (MIS)
Steven E. Reed Steven E. Reed's Merrill Lynch Experience 1984 - 1986
Job Exploring Opportunities
Industry Financial Services
Experience
Exploring Opportunities September 2015 - Present
United Realty Advisors, LP 2014 - 2015
MVP REIT, MVP Realty Advisors,LLC, MVP American Securities,LLC May 2014 - July 2014
Realty Capital Securities 2013 - 2014
NorthStar Realty Securities, LLC February 2010 - August 2013
Dividend Capital 2003 - 2010
DWS Investments 1995 - 2003
Crowell, Weedon & Co. 1987 - 1994
Merrill Lynch 1984 - 1986
Skills
Series 63, Series 7, Mutual Funds, Investments, Wealth Management, Asset Allocation, Series 24, Retirement Planning, Investment Advisory, Fixed Annuities, Retirement, Variable Annuities, Estate Planning, Strategic Financial..., Series 65, Series 53, Securities, ETFs, Financial Planning, FINRA, Alternative Investments
Education
University of Southern California 1982 — 1983
Systems Management
Embry-Riddle Aeronautical University 1977 — 1981
Bachelor of Science (BS), Aeronautical Science/ Management
Exploring Opportunities September 2015 - Present
United Realty Advisors, LP 2014 - 2015
MVP REIT, MVP Realty Advisors,LLC, MVP American Securities,LLC May 2014 - July 2014
Realty Capital Securities 2013 - 2014
NorthStar Realty Securities, LLC February 2010 - August 2013
Dividend Capital 2003 - 2010
DWS Investments 1995 - 2003
Crowell, Weedon & Co. 1987 - 1994
Merrill Lynch 1984 - 1986
Skills
Series 63, Series 7, Mutual Funds, Investments, Wealth Management, Asset Allocation, Series 24, Retirement Planning, Investment Advisory, Fixed Annuities, Retirement, Variable Annuities, Estate Planning, Strategic Financial..., Series 65, Series 53, Securities, ETFs, Financial Planning, FINRA, Alternative Investments
Education
University of Southern California 1982 — 1983
Systems Management
Embry-Riddle Aeronautical University 1977 — 1981
Bachelor of Science (BS), Aeronautical Science/ Management
Candace Baer's Merrill Lynch Experience 1992 - 2000
Job Vice President for HR at RISD
Industry Higher Education
Experience
Rhode Island School of Design June 2006 - Present
BAER & Associates 1990 - Present
Smith College 2001 - 2006
Merrill Lynch 1992 - 2000
Skills
Workshops, Social Networking, Higher Education, Organizational..., Leadership Development, Career Development, Staff Development, Organizational..., Executive Coaching, Recruiting, Performance Management, Team Building, Benefits Administration, Employee Training, Leadership, Workshop Facilitation, Conflict Resolution, Training, Employee Relations, Employee Benefits, Management, Program Development, Talent Management, Human Resources, Resume Writing, Interviews, Onboarding, HRIS, Talent Acquisition, Deferred Compensation, Compensation & Benefit, College Recruiting, Applicant Tracking..., Succession Planning, Career Counseling, Myers-Briggs Certified
Education
Emerson College
M.A., Business and Organizational Communications
Emerson College
Bachelor's Degree, Secondary Education and Teaching
Rhode Island School of Design June 2006 - Present
BAER & Associates 1990 - Present
Smith College 2001 - 2006
Merrill Lynch 1992 - 2000
Skills
Workshops, Social Networking, Higher Education, Organizational..., Leadership Development, Career Development, Staff Development, Organizational..., Executive Coaching, Recruiting, Performance Management, Team Building, Benefits Administration, Employee Training, Leadership, Workshop Facilitation, Conflict Resolution, Training, Employee Relations, Employee Benefits, Management, Program Development, Talent Management, Human Resources, Resume Writing, Interviews, Onboarding, HRIS, Talent Acquisition, Deferred Compensation, Compensation & Benefit, College Recruiting, Applicant Tracking..., Succession Planning, Career Counseling, Myers-Briggs Certified
Education
Emerson College
M.A., Business and Organizational Communications
Emerson College
Bachelor's Degree, Secondary Education and Teaching
Ron Tazhibi Ron Tazhibi's Merrill Lynch Experience September 2013 - 2014
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Merrill Lynch September 2013 - 2014
Citi June 2010 - September 2013
Edward Jones August 2007 - May 2010
United Airlines 1989 - 2007
United Airlines 1988 - 2007
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Securities, 401k, Series 7, Retirement, Fixed Annuities, Estate Planning, Wealth Management, Investments, Series 63, Financial Advisory, Asset Managment, Financial Goals, High Net Worth..., Series 24, Asset Management, Finance, Financial Planning
Education
Embry-Riddle Aeronautical University 1984 — 1986
MBA, Aviation
Embry-Riddle Aeronautical University 1981 — 1984
Aircaft Engineering Technology
Fidelity Investments November 2014 - Present
Merrill Lynch September 2013 - 2014
Citi June 2010 - September 2013
Edward Jones August 2007 - May 2010
United Airlines 1989 - 2007
United Airlines 1988 - 2007
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Securities, 401k, Series 7, Retirement, Fixed Annuities, Estate Planning, Wealth Management, Investments, Series 63, Financial Advisory, Asset Managment, Financial Goals, High Net Worth..., Series 24, Asset Management, Finance, Financial Planning
Education
Embry-Riddle Aeronautical University 1984 — 1986
MBA, Aviation
Embry-Riddle Aeronautical University 1981 — 1984
Aircaft Engineering Technology
Jessica Moran Jessica Moran's Merrill Lynch Experience March 2014 - Present
Job Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Lek Securities July 2011 - March 2014
Cowen and Company June 2010 - August 2010
Skills
Options, Finance, Sales, Securities, Market Research, Bloomberg, Trading, Series 63, Equities, Analysis, Research, Series 7, Proprietary Trading, FINRA
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
B.A, Economics; Mathematics
Westfield Senior High School 2003 — 2007
Merrill Lynch March 2014 - Present
Lek Securities July 2011 - March 2014
Cowen and Company June 2010 - August 2010
Skills
Options, Finance, Sales, Securities, Market Research, Bloomberg, Trading, Series 63, Equities, Analysis, Research, Series 7, Proprietary Trading, FINRA
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
B.A, Economics; Mathematics
Westfield Senior High School 2003 — 2007
Jaqueline Kyle Jaqueline Kyle's Merrill Lynch Experience March 2011 - September 2012
Job Experienced SelfStarter, Relationship Builder and Entrepreneur
Industry Publishing
Experience
PYP Publishing Group October 2012 - Present
Niello Infiniti December 2013 - October 2014
Merrill Lynch March 2011 - September 2012
Waddell & Reed June 2009 - March 2011
STA Travel February 2006 - June 2008
STA Travel October 2007 - January 2008
STA Travel August 2004 - February 2006
STA Travel February 2002 - August 2004
Skills
Marketing, Marketing Strategy, Customer Service, Strategic Planning, New Business Development, Sales, Online Advertising, Sales Management, Budgets, Event Management, Social Media Marketing, Account Management, Entrepreneurship, Analysis
Education
Embry-Riddle Aeronautical University 1997 — 2001
BS, Aeronautical Studies
PYP Publishing Group October 2012 - Present
Niello Infiniti December 2013 - October 2014
Merrill Lynch March 2011 - September 2012
Waddell & Reed June 2009 - March 2011
STA Travel February 2006 - June 2008
STA Travel October 2007 - January 2008
STA Travel August 2004 - February 2006
STA Travel February 2002 - August 2004
Skills
Marketing, Marketing Strategy, Customer Service, Strategic Planning, New Business Development, Sales, Online Advertising, Sales Management, Budgets, Event Management, Social Media Marketing, Account Management, Entrepreneurship, Analysis
Education
Embry-Riddle Aeronautical University 1997 — 2001
BS, Aeronautical Studies
William Bruckner William Bruckner's Merrill Lynch Experience January 2010 - June 2011
Job Relationship Manager
Industry Financial Services
Experience
Pershing June 2011 - Present
Merrill Lynch January 2010 - June 2011
Pershing July 1999 - January 2010
Wachovia, A Wells Fargo Company June 1996 - July 1999
Education
Elon University - Martha and Spencer Love School of Business 1992 — 1996
B.S., Business Administration, Finance
Pershing June 2011 - Present
Merrill Lynch January 2010 - June 2011
Pershing July 1999 - January 2010
Wachovia, A Wells Fargo Company June 1996 - July 1999
Education
Elon University - Martha and Spencer Love School of Business 1992 — 1996
B.S., Business Administration, Finance
Rachel Epstein Rachel Epstein's Merrill Lynch Experience February 2008 - April 2008
Job Interactive Marketing Associate
Industry Marketing and Advertising
Experience
Yodle December 2009 - Present
Yep Roc Records September 2008 - December 2008
Crispin Porter + Bogusky June 2008 - August 2008
Merrill Lynch February 2008 - April 2008
Education
Elon University 2005 — 2009
Business Administration, Marketing
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Elon University - Martha and Spencer Love School of Business 2005 — 2009
B.A., Business - Marketing
Elon University
Bachelor of Science, Business Administration; Marketing
Yodle December 2009 - Present
Yep Roc Records September 2008 - December 2008
Crispin Porter + Bogusky June 2008 - August 2008
Merrill Lynch February 2008 - April 2008
Education
Elon University 2005 — 2009
Business Administration, Marketing
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Elon University - Martha and Spencer Love School of Business 2005 — 2009
B.A., Business - Marketing
Elon University
Bachelor of Science, Business Administration; Marketing
Jennifer McAndrew Jennifer McAndrew's Merrill Lynch Experience June 2008 - August 2008
Job Registered Nurse at Children's National Health System
Industry Marketing and Advertising
Experience
Children's National Health System October 2014 - Present
Northern Virginia Pediatric Associates April 2014 - September 2014
George Washington University August 2012 - December 2013
Corporate Executive Board May 2011 - August 2012
Corporate Executive Board April 2010 - May 2011
Nordstrom May 2005 - December 2009
Consumer Electronics Association June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Analytics, Market Research, Microsoft Office, Social Media, Salesforce.com, SPSS, Data Analysis, Social Media Marketing
Education
The George Washington University 2012 — 2013
Bachelor's of Science in Nursing
Elon University
BS, Business Administration
Elon University - Martha and Spencer Love School of Business
Bachelor of Science, Business Administration
Children's National Health System October 2014 - Present
Northern Virginia Pediatric Associates April 2014 - September 2014
George Washington University August 2012 - December 2013
Corporate Executive Board May 2011 - August 2012
Corporate Executive Board April 2010 - May 2011
Nordstrom May 2005 - December 2009
Consumer Electronics Association June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Analytics, Market Research, Microsoft Office, Social Media, Salesforce.com, SPSS, Data Analysis, Social Media Marketing
Education
The George Washington University 2012 — 2013
Bachelor's of Science in Nursing
Elon University
BS, Business Administration
Elon University - Martha and Spencer Love School of Business
Bachelor of Science, Business Administration
Jarrett J Meadors Jarrett J Meadors's Merrill Lynch Experience January 2011 - Present
Job Senior Portfolio Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch January 2011 - Present
MMFG April 2009 - December 2010
Hinrichs Flanagan Financial February 2008 - April 2009
Skills
Wealth Management, Wealth Management..., Retirement Planning, Strategic Financial..., Equities, Estate Planning, Investment Advisory, Finance, Investments, Mutual Funds, Financial Services, Retirement, Fixed Annuities, IRAs, Uniform Combined State..., Long-term Care, Series 7, Series 65, Series 63, AAMS, CLTC, CSNA, ETFs, Bonds, Investment Management, Alternative Investments, Qualified Retirement..., High Net Worth..., Portfolio Management, Financial Advisory, Asset Management, Asset Allocation, Investment Strategies, Variable Annuities, Fixed Income, 529 Plans, 401k Rollovers, Personal Financial..., Options, 401k, Financial Planning
Education
College for Financial Planning 2012 — 2013
Accredited Wealth Management Advisor, Financial Planning
College for Financial Planning 2011 — 2012
Accredited Asset Management Specialist, Financial Planning
Elon University - Martha and Spencer Love School of Business 2006 — 2007
Business Administration (Double Degree), Finance, A+
Elon University 1960 — 2007
Business Administration (Double Degree), Finance and Management, A+
Merrill Lynch January 2011 - Present
MMFG April 2009 - December 2010
Hinrichs Flanagan Financial February 2008 - April 2009
Skills
Wealth Management, Wealth Management..., Retirement Planning, Strategic Financial..., Equities, Estate Planning, Investment Advisory, Finance, Investments, Mutual Funds, Financial Services, Retirement, Fixed Annuities, IRAs, Uniform Combined State..., Long-term Care, Series 7, Series 65, Series 63, AAMS, CLTC, CSNA, ETFs, Bonds, Investment Management, Alternative Investments, Qualified Retirement..., High Net Worth..., Portfolio Management, Financial Advisory, Asset Management, Asset Allocation, Investment Strategies, Variable Annuities, Fixed Income, 529 Plans, 401k Rollovers, Personal Financial..., Options, 401k, Financial Planning
Education
College for Financial Planning 2012 — 2013
Accredited Wealth Management Advisor, Financial Planning
College for Financial Planning 2011 — 2012
Accredited Asset Management Specialist, Financial Planning
Elon University - Martha and Spencer Love School of Business 2006 — 2007
Business Administration (Double Degree), Finance, A+
Elon University 1960 — 2007
Business Administration (Double Degree), Finance and Management, A+
Tyler Riccio Tyler Riccio's Merrill Lynch Experience August 2014 - November 2014
Job IB COO/CFO Summer Analyst at Credit Suisse
Industry Financial Services
Experience
Sigma Chi Fraternity - Theta Omega Chapter November 2014 - Present
Credit Suisse May 2015 - August 2015
Merrill Lynch August 2014 - November 2014
The Branford Group June 2012 - August 2014
Skills
Teamwork, Microsoft Excel, Public Speaking, Microsoft Word, Financial Accounting, Business Communications, Economics, PowerPoint, English, Microsoft Office, Research, Social Media, Windows, Team Leadership, Fitness, Sales, Customer Service, Project Management
Education
Elon University 2012 — 2016
Double Major: International Business & Finance
The London School of Economics and Political Science (LSE) 2014 — 2014
The International Business Environment
Sigma Chi Fraternity - Theta Omega Chapter November 2014 - Present
Credit Suisse May 2015 - August 2015
Merrill Lynch August 2014 - November 2014
The Branford Group June 2012 - August 2014
Skills
Teamwork, Microsoft Excel, Public Speaking, Microsoft Word, Financial Accounting, Business Communications, Economics, PowerPoint, English, Microsoft Office, Research, Social Media, Windows, Team Leadership, Fitness, Sales, Customer Service, Project Management
Education
Elon University 2012 — 2016
Double Major: International Business & Finance
The London School of Economics and Political Science (LSE) 2014 — 2014
The International Business Environment
Julia Demirali's Merrill Lynch Experience May 2013 - January 2014
Job Assurance Staff at EY
Industry Accounting
Experience
EY May 2014 - Present
Merrill Lynch May 2013 - January 2014
Family Equality Council May 2013 - August 2013
Emmanuel College January 2012 - May 2013
Argopoint LLC July 2012 - September 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Peachtree, Sage, Windows, Customer Service, English, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Emmanuel College 2011 — 2015
Bachelor's degree, Accounting
Boston Latin Academy 2007 — 2011
General Studies
EY May 2014 - Present
Merrill Lynch May 2013 - January 2014
Family Equality Council May 2013 - August 2013
Emmanuel College January 2012 - May 2013
Argopoint LLC July 2012 - September 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Peachtree, Sage, Windows, Customer Service, English, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Emmanuel College 2011 — 2015
Bachelor's degree, Accounting
Boston Latin Academy 2007 — 2011
General Studies
Drew Tirney Drew Tirney's Merrill Lynch Experience January 2014 - Present
Job VP, Retirement Plan Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Merrill Lynch February 2010 - December 2013
Bank of America Merrill Lynch February 2008 - March 2010
Merrill Lynch August 2004 - January 2008
Spectrum Supply Chain - JC Penney July 2002 - August 2004
Skills
Retirement Plans, Direct Sales, Retirement Solutions, CRM, Finance, Financial Advisory, IRAs, Leadership, Management, Retirement, Retirement Planning, Training
Education
Rider University 2006 — 2009
MBA, Finance
Elizabethtown College 1997 — 2001
Bachelor's, Finance
Merrill Lynch January 2014 - Present
Merrill Lynch February 2010 - December 2013
Bank of America Merrill Lynch February 2008 - March 2010
Merrill Lynch August 2004 - January 2008
Spectrum Supply Chain - JC Penney July 2002 - August 2004
Skills
Retirement Plans, Direct Sales, Retirement Solutions, CRM, Finance, Financial Advisory, IRAs, Leadership, Management, Retirement, Retirement Planning, Training
Education
Rider University 2006 — 2009
MBA, Finance
Elizabethtown College 1997 — 2001
Bachelor's, Finance
Patrick R. McKelvey Patrick R. McKelvey's Merrill Lynch Experience May 2011 - August 2011
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Global Wealth and Investment Management August 2011 - Present
Merrill Lynch May 2011 - August 2011
Skills
Investments, Strategic Financial..., Banking, Credit, Uniform Combined State..., Series 7, Wealth Management, Series 63, Asset Allocation, Mutual Funds, Investment Advisory, Alternative Investments, Equities, Fixed Income, 401k Rollovers, ETFs, FINRA, Salesforce.com, Securities, Portfolio Management, Investment Strategies, Wealth Management..., Bonds, Retirement, Asset Managment, Retirement Planning, Fixed Annuities, IRAs
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Finance, Music Technology
University of International Business and Economics- Beijing
Finance, Marketing
Chagrin Falls High School
Merrill Lynch Global Wealth and Investment Management August 2011 - Present
Merrill Lynch May 2011 - August 2011
Skills
Investments, Strategic Financial..., Banking, Credit, Uniform Combined State..., Series 7, Wealth Management, Series 63, Asset Allocation, Mutual Funds, Investment Advisory, Alternative Investments, Equities, Fixed Income, 401k Rollovers, ETFs, FINRA, Salesforce.com, Securities, Portfolio Management, Investment Strategies, Wealth Management..., Bonds, Retirement, Asset Managment, Retirement Planning, Fixed Annuities, IRAs
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Finance, Music Technology
University of International Business and Economics- Beijing
Finance, Marketing
Chagrin Falls High School
Doug Bridges, CFP® Doug Bridges, CFP®'s Merrill Lynch Experience 2003 - 2004
Job Financial Planning Advisor at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC 2006 - Present
First Command Financial Planning 2004 - 2006
Merrill Lynch 2003 - 2004
Creative Financial Strategies 2001 - 2003
Angels Baseball 1998 - 2000
Skills
Strategic Financial..., Retirement Planning, Wealth Management
Education
Embry-Riddle Aeronautical University 1997 — 2001
BA, Aviation Management
VALIC 2006 - Present
First Command Financial Planning 2004 - 2006
Merrill Lynch 2003 - 2004
Creative Financial Strategies 2001 - 2003
Angels Baseball 1998 - 2000
Skills
Strategic Financial..., Retirement Planning, Wealth Management
Education
Embry-Riddle Aeronautical University 1997 — 2001
BA, Aviation Management
Brian Dombrowski Brian Dombrowski's Merrill Lynch Experience 2001 - 2002
Job Pharmaceuticals Professional
Industry Pharmaceuticals
Experience
Sanofi-Aventis 2005 - 2010
Ventiv Pharma Services, LLC 2003 - 2005
T.F. Byrne & Co., Inc. 2003 - 2003
Merrill Lynch 2001 - 2002
Education
Elizabethtown College 1993 — 1997
Bachelor of Science, Business Administration-Dual Concentration in Management and Marketing
Sanofi-Aventis 2005 - 2010
Ventiv Pharma Services, LLC 2003 - 2005
T.F. Byrne & Co., Inc. 2003 - 2003
Merrill Lynch 2001 - 2002
Education
Elizabethtown College 1993 — 1997
Bachelor of Science, Business Administration-Dual Concentration in Management and Marketing
Anthony Holman, AIF® Anthony Holman, AIF®'s Merrill Lynch Experience October 1999 - December 2005
Job Assistant Vice President at LPL
Industry Financial Services
Experience
LPL Financial March 2011 - Present
Pershing LLC, An Affiliate of the Bank of New York Mellon October 2006 - September 2011
Pershing LLC, An Affiliate of the Bank of New York Mellon January 2005 - October 2006
Merrill Lynch October 1999 - December 2005
ABN AMRO Bank N.V. October 1997 - October 1999
Skills
Product Management, CRM, Business Development, Sales, Training, Product Development, Series 7, Series 24, Series 63, Securities, Mutual Funds, FINRA, Financial Services, Fixed Income, Wealth Management
Education
Elmhurst College 1990 — 1993
BS, Psychology
Kendall College 1986 — 1988
Associate's degree, Business Administration and Marketing
LPL Financial March 2011 - Present
Pershing LLC, An Affiliate of the Bank of New York Mellon October 2006 - September 2011
Pershing LLC, An Affiliate of the Bank of New York Mellon January 2005 - October 2006
Merrill Lynch October 1999 - December 2005
ABN AMRO Bank N.V. October 1997 - October 1999
Skills
Product Management, CRM, Business Development, Sales, Training, Product Development, Series 7, Series 24, Series 63, Securities, Mutual Funds, FINRA, Financial Services, Fixed Income, Wealth Management
Education
Elmhurst College 1990 — 1993
BS, Psychology
Kendall College 1986 — 1988
Associate's degree, Business Administration and Marketing
Josh Cotter's Merrill Lynch Experience October 2007 - Present
Job Financial Advisor, First Vice President, Sales Manager
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
Pioneer Investments 2007 - 2007
Boston Capital 2004 - 2007
Skills
Retirement Planning, Fixed Annuities, Investments, Mutual Funds, Retirement, Strategic Financial..., Financial Services, Alternative Investments, Finance, Wealth Management, Portfolio Management
Education
Elon University 1995 — 1999
BA, Communications
Merrill Lynch October 2007 - Present
Pioneer Investments 2007 - 2007
Boston Capital 2004 - 2007
Skills
Retirement Planning, Fixed Annuities, Investments, Mutual Funds, Retirement, Strategic Financial..., Financial Services, Alternative Investments, Finance, Wealth Management, Portfolio Management
Education
Elon University 1995 — 1999
BA, Communications
Gordon Szerlip's Merrill Lynch Experience 2008 - May 2010
Job Financial Professional at New York Life
Industry Financial Services
Experience
New York Life October 2010 - Present
Merrill Lynch 2008 - May 2010
Highroad Capital 2006 - 2008
Eyeon Partners, LLC 2005 - 2006
Adams Harkness 1994 - 2004
Smith Barney Shearson 1993 - 1994
Bear, Stearns & Co. Inc. 1980 - 1993
Skills
Creative Problem Solving, Customer Satisfaction, Investments, Securities, Retirement Planning, Equities, Public Speaking, Risk Management, Finance, Insurance, Financial Services, Retirement, Life Insurance, Fixed Annuities, Investment Strategies, Options, Asset Protection, Income Protection, Succession Planning, Honesty, Pension Provider, Longterm Care Insurance, Pay Check For Life, Executive Pay, Licensed in Long-Term...
Education
Emerson College 1975 — 1980
B.S., SPEECH, 1980
New York Life October 2010 - Present
Merrill Lynch 2008 - May 2010
Highroad Capital 2006 - 2008
Eyeon Partners, LLC 2005 - 2006
Adams Harkness 1994 - 2004
Smith Barney Shearson 1993 - 1994
Bear, Stearns & Co. Inc. 1980 - 1993
Skills
Creative Problem Solving, Customer Satisfaction, Investments, Securities, Retirement Planning, Equities, Public Speaking, Risk Management, Finance, Insurance, Financial Services, Retirement, Life Insurance, Fixed Annuities, Investment Strategies, Options, Asset Protection, Income Protection, Succession Planning, Honesty, Pension Provider, Longterm Care Insurance, Pay Check For Life, Executive Pay, Licensed in Long-Term...
Education
Emerson College 1975 — 1980
B.S., SPEECH, 1980
Alison Rubin, CRPC's Merrill Lynch Experience January 2015 - Present
Job Business Development Analyst at Merrill Lynch, Pierce, Fenner & Smith Inc.
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch October 2009 - Present
Banc of America Investments July 2007 - October 2009
Skills
Series 7, Customer Service, Wealth Management, Financial Planning, Investments, Banking
Education
Elon University 2003 — 2007
Bachelor's degree, Business/Corporate Communications
Merrill Lynch January 2015 - Present
Merrill Lynch October 2009 - Present
Banc of America Investments July 2007 - October 2009
Skills
Series 7, Customer Service, Wealth Management, Financial Planning, Investments, Banking
Education
Elon University 2003 — 2007
Bachelor's degree, Business/Corporate Communications
Natalie Hodak Natalie Hodak's Merrill Lynch Experience October 2006 - September 2008
Job Operations Manager at Legacy Planning Partners
Industry Financial Services
Experience
Legacy Planning Partners September 2008 - Present
Merrill Lynch October 2006 - September 2008
Skills
Series 7, Series 66, Life, Accident, & Health, Series 24
Education
Temple University 2009 — 2011
Master of Business Administration (M.B.A.)
Elizabethtown College 2003 — 2006
Bachelor of Science (B.S.), International Business - Finance, Cum Laude
Legacy Planning Partners September 2008 - Present
Merrill Lynch October 2006 - September 2008
Skills
Series 7, Series 66, Life, Accident, & Health, Series 24
Education
Temple University 2009 — 2011
Master of Business Administration (M.B.A.)
Elizabethtown College 2003 — 2006
Bachelor of Science (B.S.), International Business - Finance, Cum Laude
Don Hartley Don Hartley's Merrill Lynch Experience November 1994 - November 2009
Job Benefits Consultant Aflac
Industry Insurance
Experience
Aflac April 2014 - Present
Gleason Family YMCA July 2013 - March 2014
DMH Enterprises January 2010 - July 2013
Merrill Lynch November 1994 - November 2009
US Army March 1983 - November 2009
Skills
Army, Military Experience, Military, Military Operations, Operational Planning, Command, Helicopters, Aviation, Facilities Management, Organizational..., Management, Event Planning, Nonprofits
Education
Boston University 2001 — 2002
CFP, Financial Planning and Services
Embry Riddle Aeronautical University-Worldwide 1988 — 1989
MBA, Aviation Business
Nichols College 1978 — 1982
BSBA, Marketing
Aflac April 2014 - Present
Gleason Family YMCA July 2013 - March 2014
DMH Enterprises January 2010 - July 2013
Merrill Lynch November 1994 - November 2009
US Army March 1983 - November 2009
Skills
Army, Military Experience, Military, Military Operations, Operational Planning, Command, Helicopters, Aviation, Facilities Management, Organizational..., Management, Event Planning, Nonprofits
Education
Boston University 2001 — 2002
CFP, Financial Planning and Services
Embry Riddle Aeronautical University-Worldwide 1988 — 1989
MBA, Aviation Business
Nichols College 1978 — 1982
BSBA, Marketing
Kristina Petitti's Merrill Lynch Experience June 2012 - August 2012
Job Property Coordinator at The Hamilton Company
Industry Real Estate
Experience
The Hamilton Company June 2014 - Present
State Street June 2013 - August 2013
Dairy Freeze March 2007 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Customer Service, Wealth Management..., Investments
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor's Degree, Finance, General
The Hamilton Company June 2014 - Present
State Street June 2013 - August 2013
Dairy Freeze March 2007 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Customer Service, Wealth Management..., Investments
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor's Degree, Finance, General
Jennifer Oh Jennifer Oh's Merrill Lynch Experience 1995 - 1998
Job Senior Product Manager, Consumer Bank, New Product Innovation
Industry Internet
Experience
Capital One January 2015 - Present
Capital One July 2013 - December 2014
NPR April 2010 - July 2013
Hickok Cole Architects September 2007 - March 2010
Hickok Cole Architects October 2005 - September 2007
Morgan Stanley 1998 - 2002
Merrill Lynch 1995 - 1998
Skills
Mobile Applications, Product Management, Digital Media, Digital Strategy, Marketing Strategy, Marketing Communications, Project Management, Vendor Management, Client Development, Team Building, Agile Methodologies, Mobile Devices, Advertising, Integrated Marketing, Strategy, Mobile Marketing, Marketing, Blogging, Writing, Multimedia
Education
Georgetown University 1991 — 1995
B.S., cum laude, French and International Business
Emerson College 2003 — 2004
M.A., Global Marketing, Communication and Advertising
Cheltenham High School 1987 — 1991
Capital One January 2015 - Present
Capital One July 2013 - December 2014
NPR April 2010 - July 2013
Hickok Cole Architects September 2007 - March 2010
Hickok Cole Architects October 2005 - September 2007
Morgan Stanley 1998 - 2002
Merrill Lynch 1995 - 1998
Skills
Mobile Applications, Product Management, Digital Media, Digital Strategy, Marketing Strategy, Marketing Communications, Project Management, Vendor Management, Client Development, Team Building, Agile Methodologies, Mobile Devices, Advertising, Integrated Marketing, Strategy, Mobile Marketing, Marketing, Blogging, Writing, Multimedia
Education
Georgetown University 1991 — 1995
B.S., cum laude, French and International Business
Emerson College 2003 — 2004
M.A., Global Marketing, Communication and Advertising
Cheltenham High School 1987 — 1991
Tyler Corn, CFA Tyler Corn, CFA's Merrill Lynch Experience February 2012 - June 2012
Job Partner at Barnett Wealth Advisors
Industry Financial Services
Experience
Barnett Wealth Advisors July 2014 - Present
Financial Design Associates December 2012 - July 2014
Merrill Lynch February 2012 - June 2012
Merrill Lynch February 2011 - March 2012
Fidelity Investments January 2008 - March 2011
Prosperity Bank August 2006 - April 2008
Skills
Investments, Portfolio Management, Fixed Income, Financial Analysis, Wealth Management
Education
Elon University 2001 — 2005
BS
Barnett Wealth Advisors July 2014 - Present
Financial Design Associates December 2012 - July 2014
Merrill Lynch February 2012 - June 2012
Merrill Lynch February 2011 - March 2012
Fidelity Investments January 2008 - March 2011
Prosperity Bank August 2006 - April 2008
Skills
Investments, Portfolio Management, Fixed Income, Financial Analysis, Wealth Management
Education
Elon University 2001 — 2005
BS
Aaron Katz Aaron Katz's Merrill Lynch Experience May 1999 - November 2009
Job Vice President / Senior Leasing Credit Officer at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch March 2011 - August 2013
Bank of America Merrill Lynch November 2009 - March 2011
Merrill Lynch May 1999 - November 2009
Merrill Lynch May 1997 - May 1999
Education
Elmhurst College 1996 — 1998
Bachelor of Science, International Business
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch March 2011 - August 2013
Bank of America Merrill Lynch November 2009 - March 2011
Merrill Lynch May 1999 - November 2009
Merrill Lynch May 1997 - May 1999
Education
Elmhurst College 1996 — 1998
Bachelor of Science, International Business
Lisa McPherson Lisa McPherson's Merrill Lynch Experience April 2000 - December 2000
Job AAMS, Senior Financial Advisor at VALIC
Industry Investment Management
Experience
VALIC April 2010 - Present
Ameriprise Financial Services, Inc. September 2006 - April 2010
Edward D. Jones & Co., L.P. December 2000 - September 2006
Merrill Lynch April 2000 - December 2000
Executive & Estate Planners / Legacy Financial Services September 1999 - April 2000
Skills
Asset Management, Securities, Insurance, Funding, Customer Relations, Microsoft Office, Asset Managment, Customer Service, Investments, Strategic Financial..., Finance, Leadership, Analysis, Small Business, Financial Services, Training, Retirement Planning, Mutual Funds, Employee Benefits, Series 7, Asset Allocation, 401k, Uniform Combined State..., Bonds, Series 63, Life Insurance, Wealth Management, Retirement, Fixed Annuities, Investment Advisory, IRAs, Series 65, Investment Strategies, Financial Planning, Portfolio Management, Financial Advisory
Education
Elmhurst College 1994 — 1997
Bachelor of Science, Business Administration
Roosevelt University
Master of Arts, Training and Development
VALIC April 2010 - Present
Ameriprise Financial Services, Inc. September 2006 - April 2010
Edward D. Jones & Co., L.P. December 2000 - September 2006
Merrill Lynch April 2000 - December 2000
Executive & Estate Planners / Legacy Financial Services September 1999 - April 2000
Skills
Asset Management, Securities, Insurance, Funding, Customer Relations, Microsoft Office, Asset Managment, Customer Service, Investments, Strategic Financial..., Finance, Leadership, Analysis, Small Business, Financial Services, Training, Retirement Planning, Mutual Funds, Employee Benefits, Series 7, Asset Allocation, 401k, Uniform Combined State..., Bonds, Series 63, Life Insurance, Wealth Management, Retirement, Fixed Annuities, Investment Advisory, IRAs, Series 65, Investment Strategies, Financial Planning, Portfolio Management, Financial Advisory
Education
Elmhurst College 1994 — 1997
Bachelor of Science, Business Administration
Roosevelt University
Master of Arts, Training and Development
Andrew Glander's Merrill Lynch Experience June 2011 - August 2011
Job Ernst & Young, LLP Senior Consultant Advisory Services
Industry Management Consulting
Experience
EY September 2013 - Present
Chapel Hill Tees August 2010 - May 2015
Wells Fargo June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Data Analysis, Financial Services, Marketing Strategy, Project Management, Microsoft Excel, Team Leadership, Financial Analysis, Strategy, Analytics, Risk Management, Financial Modeling, Leadership, Management, Entrepreneurship, Research
Education
University of North Carolina at Chapel Hill 2010 — 2012
Bachelor Of Science in Business Administration, Consulting Concentration
Kenan-Flagler Business School 2010 — 2012
Bachelor Of Science in Business Administration, Consulting Concentration
Elon University - Martha and Spencer Love School of Business 2008 — 2010
Entrepreneurship/Entrepreneurial Studies
EY September 2013 - Present
Chapel Hill Tees August 2010 - May 2015
Wells Fargo June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Data Analysis, Financial Services, Marketing Strategy, Project Management, Microsoft Excel, Team Leadership, Financial Analysis, Strategy, Analytics, Risk Management, Financial Modeling, Leadership, Management, Entrepreneurship, Research
Education
University of North Carolina at Chapel Hill 2010 — 2012
Bachelor Of Science in Business Administration, Consulting Concentration
Kenan-Flagler Business School 2010 — 2012
Bachelor Of Science in Business Administration, Consulting Concentration
Elon University - Martha and Spencer Love School of Business 2008 — 2010
Entrepreneurship/Entrepreneurial Studies
Allison Mays's Merrill Lynch Experience June 2005 - October 2012
Job Associate Director of Advancement at Barter Theatre
Industry Performing Arts
Experience
Barter Theatre October 2012 - Present
Merrill Lynch June 2005 - October 2012
Skills
Public Speaking, Fundraising, Research, IRAs, Philanthropy, Strategy, Customer Service, Strategic Planning, Event Management, Leadership, Marketing, Budgets, Social Media, Leadership Development, Public Relations, Community Outreach, Event Planning, Volunteer Management, Grant Writing, Marketing Communications, Nonprofits, Teaching, Community Development, Social Media Marketing, Higher Education, Social Networking, Grants, Editing, Team Building, Uniform Combined State..., Series 7, Program Development, Retirement Planning, Saving for Education, Investment Advisory, 401k Rollovers
Education
Emory and Henry College 1991 — 1995
Barter Theatre October 2012 - Present
Merrill Lynch June 2005 - October 2012
Skills
Public Speaking, Fundraising, Research, IRAs, Philanthropy, Strategy, Customer Service, Strategic Planning, Event Management, Leadership, Marketing, Budgets, Social Media, Leadership Development, Public Relations, Community Outreach, Event Planning, Volunteer Management, Grant Writing, Marketing Communications, Nonprofits, Teaching, Community Development, Social Media Marketing, Higher Education, Social Networking, Grants, Editing, Team Building, Uniform Combined State..., Series 7, Program Development, Retirement Planning, Saving for Education, Investment Advisory, 401k Rollovers
Education
Emory and Henry College 1991 — 1995
William Wolfe, CFP® William Wolfe, CFP®'s Merrill Lynch Experience June 1995 - September 2007
Job Financial Advisor | Senior Vice President | Investment Officer
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. September 2007 - Present
Merrill Lynch June 1995 - September 2007
US Army May 1991 - April 1999
Skills
Investments, Financial Advisory, Retirement Planning, Asset Allocation, Risk Management, Financial Services, Investment Strategies, Securities, Strategic Planning, Financial Analysis, Retirement
Education
The American College
Master's Degree, Financial Services
Emory and Henry College
Bachelor's Degree, Economics
Emory and Henry College
Bachelor's Degree, Computer Science
Wells Fargo Advisors, LLC. September 2007 - Present
Merrill Lynch June 1995 - September 2007
US Army May 1991 - April 1999
Skills
Investments, Financial Advisory, Retirement Planning, Asset Allocation, Risk Management, Financial Services, Investment Strategies, Securities, Strategic Planning, Financial Analysis, Retirement
Education
The American College
Master's Degree, Financial Services
Emory and Henry College
Bachelor's Degree, Economics
Emory and Henry College
Bachelor's Degree, Computer Science
Collin Watson Collin Watson's Merrill Lynch Experience June 2010 - August 2010
Job Innovation Engine Intern at Carolinas HealthCare System
Industry Hospital & Health Care
Experience
Carolinas HealthCare System May 2015 - August 2015
Beacon Partners (Acquired by KPMG) August 2013 - August 2014
Beacon Partners (Acquired by KPMG) June 2012 - August 2013
UNC Hospital June 2009 - May 2012
Elon University January 2010 - February 2012
SI Capital September 2011 - December 2011
Merrill Lynch June 2010 - August 2010
Duke Raleigh Hospital May 2010 - August 2010
Skills
Microsoft Excel, Epic Systems, Spanish, Hospitals, Healthcare Consulting, Troubleshooting, Ambulatory, Finance, EMR, Software Implementation, PowerPoint, Training, Healthcare, Public Speaking
Education
University of North Carolina at Chapel Hill 2014 — 2017
Master of Business Administration (MBA), Health/Health Care Administration
University of North Carolina at Chapel Hill 2014 — 2017
Master of Health Administration (MHA), Health/Health Care Administration/Management
Elon University - Martha and Spencer Love School of Business
Bachelor, Finance
East Chapel Hill High School
Carolinas HealthCare System May 2015 - August 2015
Beacon Partners (Acquired by KPMG) August 2013 - August 2014
Beacon Partners (Acquired by KPMG) June 2012 - August 2013
UNC Hospital June 2009 - May 2012
Elon University January 2010 - February 2012
SI Capital September 2011 - December 2011
Merrill Lynch June 2010 - August 2010
Duke Raleigh Hospital May 2010 - August 2010
Skills
Microsoft Excel, Epic Systems, Spanish, Hospitals, Healthcare Consulting, Troubleshooting, Ambulatory, Finance, EMR, Software Implementation, PowerPoint, Training, Healthcare, Public Speaking
Education
University of North Carolina at Chapel Hill 2014 — 2017
Master of Business Administration (MBA), Health/Health Care Administration
University of North Carolina at Chapel Hill 2014 — 2017
Master of Health Administration (MHA), Health/Health Care Administration/Management
Elon University - Martha and Spencer Love School of Business
Bachelor, Finance
East Chapel Hill High School
Debra DeFrancesco Dockery's Merrill Lynch Experience January 1992 - October 2006
Job Chief Administrative Officer at Hellman & Friedman
Industry Financial Services
Experience
Hellman & Friedman June 2014 - Present
Standard Pacific Capital, LLC October 2006 - June 2014
Merrill Lynch January 1992 - October 2006
Skills
Managerial Finance, Team Building, Vendor Management, Contract Negotiation, Employee Relations, Benefits Administration, Management, Performance Management, Deferred Compensation, Budgets, Leadership, Employment Law, Human Resources, Mergers, Payroll
Education
Emmanuel College 1987 — 1991
Bachelor of Science (B.S.), History
pope john XXIII
Hellman & Friedman June 2014 - Present
Standard Pacific Capital, LLC October 2006 - June 2014
Merrill Lynch January 1992 - October 2006
Skills
Managerial Finance, Team Building, Vendor Management, Contract Negotiation, Employee Relations, Benefits Administration, Management, Performance Management, Deferred Compensation, Budgets, Leadership, Employment Law, Human Resources, Mergers, Payroll
Education
Emmanuel College 1987 — 1991
Bachelor of Science (B.S.), History
pope john XXIII
Brad Deflin's Merrill Lynch Experience 1987 - 1999
Job President and Founder at Total Digital Security
Industry Computer & Network Security
Experience
Total Digital Security March 2013 - Present
J.P. Morgan November 2011 - February 2013
Wells Fargo Private Bank October 2008 - June 2011
Lehman Brothers November 1999 - March 2008
Merrill Lynch 1987 - 1999
DWAI, Inc. 1986 - 1987
People Express Airlines 1981 - 1986
Skills
Information Security..., Information Security, Information Technology, HIPAA Security and..., Strategy, HIPAA, Network Security, Entrepreneurship, Investments, Series 7, Wealth Management, Portfolio Management, Mergers & Acquisitions, Alternative Investments, CRM, Financial Services, Finance, Series 63, Risk Management, Wealth Management..., Securities, Leadership, Credit, Asset Management, Executive Management, Series 65, High Net Worth..., Private Equity, Due Diligence, Investment Banking, Venture Capital, FINRA, Computer Security, Financial Risk, Digital Security, Financial Modeling, Investment Advisory, Banking, Capital Markets, Series 8 and 9
Education
Embry-Riddle Aeronautical University 1976 — 1981
Aviation Studies, In-Flight Training, English, Business, Physics, Meteorology
Upper St. Clair High School
Total Digital Security March 2013 - Present
J.P. Morgan November 2011 - February 2013
Wells Fargo Private Bank October 2008 - June 2011
Lehman Brothers November 1999 - March 2008
Merrill Lynch 1987 - 1999
DWAI, Inc. 1986 - 1987
People Express Airlines 1981 - 1986
Skills
Information Security..., Information Security, Information Technology, HIPAA Security and..., Strategy, HIPAA, Network Security, Entrepreneurship, Investments, Series 7, Wealth Management, Portfolio Management, Mergers & Acquisitions, Alternative Investments, CRM, Financial Services, Finance, Series 63, Risk Management, Wealth Management..., Securities, Leadership, Credit, Asset Management, Executive Management, Series 65, High Net Worth..., Private Equity, Due Diligence, Investment Banking, Venture Capital, FINRA, Computer Security, Financial Risk, Digital Security, Financial Modeling, Investment Advisory, Banking, Capital Markets, Series 8 and 9
Education
Embry-Riddle Aeronautical University 1976 — 1981
Aviation Studies, In-Flight Training, English, Business, Physics, Meteorology
Upper St. Clair High School
Melissa Epstein Melissa Epstein's Merrill Lynch Experience February 2001 - August 2003
Job Office Manager at Diversified Sales & Marketing
Industry Marketing and Advertising
Experience
Strategies Now Corp August 2013 - Present
Healthy Eats Vending July 2011 - Present
Diversified Sales & Marketing December 2005 - Present
Merrill Lynch February 2001 - August 2003
Skills
Small Business, Entrepreneurship, Social Networking, Marketing, Team Building, Public Speaking, Network Marketing, New Business Development, Strategic Planning, Sales, Energy, Business Networking, Start-ups, Customer Service, Social Media Marketing, Social Media
Education
Elon University 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Strategies Now Corp August 2013 - Present
Healthy Eats Vending July 2011 - Present
Diversified Sales & Marketing December 2005 - Present
Merrill Lynch February 2001 - August 2003
Skills
Small Business, Entrepreneurship, Social Networking, Marketing, Team Building, Public Speaking, Network Marketing, New Business Development, Strategic Planning, Sales, Energy, Business Networking, Start-ups, Customer Service, Social Media Marketing, Social Media
Education
Elon University 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Ethan Balavender Ethan Balavender's Merrill Lynch Experience January 2013 - February 2013
Job Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates February 2015 - Present
Aon Hewitt EnnisKnupp July 2013 - February 2015
Merrill Lynch January 2013 - February 2013
UBS Wealth Management- The Humphrey Group July 2012 - August 2012
Haviland & Sams May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Lexis-Nexis, EBSCO, Adobe Acrobat, LinkedIn, Facebook, Fundraising, Social Media, Sales, Data Analysis, Outlook, Public Speaking, Social Media Marketing, Research, Customer Service, Social Networking, Leadership
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor's, Finance
Cambridge Associates February 2015 - Present
Aon Hewitt EnnisKnupp July 2013 - February 2015
Merrill Lynch January 2013 - February 2013
UBS Wealth Management- The Humphrey Group July 2012 - August 2012
Haviland & Sams May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Lexis-Nexis, EBSCO, Adobe Acrobat, LinkedIn, Facebook, Fundraising, Social Media, Sales, Data Analysis, Outlook, Public Speaking, Social Media Marketing, Research, Customer Service, Social Networking, Leadership
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor's, Finance
Christopher Salley Christopher Salley's Merrill Lynch Experience May 2007 - August 2007
Job Regional Sales Manager at Wyvern Consulting, Ltd
Industry Aviation & Aerospace
Experience
Wyvern Consulting, Ltd April 2015 - Present
South Florida Business Aviation Association February 2012 - Present
Avinode August 2010 - April 2015
Dassault Falcon Jet February 2010 - July 2010
STS Component Solutions October 2009 - October 2009
Davis College of Business August 2005 - May 2009
Phi Gamma Delta 2004 - 2009
Merrill Lynch May 2007 - August 2007
Palm Beach County Clerk and Comptroller June 2006 - August 2006
WebMedia Specialties LLC October 2005 - August 2006
Skills
Operations Management, Strategic Planning, Product Development, Forecasting, Analysis, Business Development
Education
Embry Riddle Aeronautical University-Worldwide 2013 — 2015
Master of Business Administration in Aerospace (MBA-A), Aviation/Airway Management and Operations
Jacksonville University 2005 — 2009
BS, BBA, Aviation Management, Management
Wyvern Consulting, Ltd April 2015 - Present
South Florida Business Aviation Association February 2012 - Present
Avinode August 2010 - April 2015
Dassault Falcon Jet February 2010 - July 2010
STS Component Solutions October 2009 - October 2009
Davis College of Business August 2005 - May 2009
Phi Gamma Delta 2004 - 2009
Merrill Lynch May 2007 - August 2007
Palm Beach County Clerk and Comptroller June 2006 - August 2006
WebMedia Specialties LLC October 2005 - August 2006
Skills
Operations Management, Strategic Planning, Product Development, Forecasting, Analysis, Business Development
Education
Embry Riddle Aeronautical University-Worldwide 2013 — 2015
Master of Business Administration in Aerospace (MBA-A), Aviation/Airway Management and Operations
Jacksonville University 2005 — 2009
BS, BBA, Aviation Management, Management
Megan Robb Megan Robb's Merrill Lynch Experience June 2012 - August 2012
Job Marketing Assistant at City National Rochdale
Industry Marketing and Advertising
Experience
City National Rochdale December 2014 - Present
Dress for Success Mercer County June 2014 - June 2014
JPMorgan Chase June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Dr. Donald C. Thiel Jr., DMD, Family Dentistry June 2010 - August 2011
Radiology Affiliates Imaging June 2008 - August 2009
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, SharePoint, MS Project, Access, SAP, Salesforce.com, NetSuite, Oracle Sales Cloud, Research, Mac, PC, Social Media, Facebook, Twitter, Pinterest, Wordpress, WordPress, Public Speaking, Leadership
Education
Elon University 2010 — 2014
BSBA, Marketing
Council on International Educational Exchange (CIEE) 2012 — 2012
Business and Culture
Escuela de Negocios Internacionales ESCI-UPF 2012 — 2012
Study Abroad
Lawrence High School 2006 — 2010
High School Diploma
City National Rochdale December 2014 - Present
Dress for Success Mercer County June 2014 - June 2014
JPMorgan Chase June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Dr. Donald C. Thiel Jr., DMD, Family Dentistry June 2010 - August 2011
Radiology Affiliates Imaging June 2008 - August 2009
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, SharePoint, MS Project, Access, SAP, Salesforce.com, NetSuite, Oracle Sales Cloud, Research, Mac, PC, Social Media, Facebook, Twitter, Pinterest, Wordpress, WordPress, Public Speaking, Leadership
Education
Elon University 2010 — 2014
BSBA, Marketing
Council on International Educational Exchange (CIEE) 2012 — 2012
Business and Culture
Escuela de Negocios Internacionales ESCI-UPF 2012 — 2012
Study Abroad
Lawrence High School 2006 — 2010
High School Diploma
Phillip Gunther Phillip Gunther's Merrill Lynch Experience May 1995 - September 1998
Job Global Account Manager at Cisco Systems
Industry Computer Software
Experience
Cisco December 2014 - Present
Cisco Systems August 2011 - November 2014
Citrix Systems March 2009 - August 2011
InstallFree April 2008 - January 2009
EMC November 2000 - March 2008
ClearChannel Communications October 1998 - November 1999
Merrill Lynch May 1995 - September 1998
Skills
Virtualization, Solution Selling, Storage, Channel, Sales Enablement, Cloud Computing, VDI, Channel Partners, Storage Area Networks, Data Center, Business Alliances, SaaS, Enterprise Software, Professional Services, Storage Virtualization, Managed Services, Enterprise Storage, Software Industry, Servers, Pre-sales, Disaster Recovery, VMware, Storage Solutions, Citrix, Go-to-market Strategy, SAN, Partner Management, HP
Education
Elizabethtown College 1987 — 1991
Bachelor of Science (B.S.), Computer Science
Cisco December 2014 - Present
Cisco Systems August 2011 - November 2014
Citrix Systems March 2009 - August 2011
InstallFree April 2008 - January 2009
EMC November 2000 - March 2008
ClearChannel Communications October 1998 - November 1999
Merrill Lynch May 1995 - September 1998
Skills
Virtualization, Solution Selling, Storage, Channel, Sales Enablement, Cloud Computing, VDI, Channel Partners, Storage Area Networks, Data Center, Business Alliances, SaaS, Enterprise Software, Professional Services, Storage Virtualization, Managed Services, Enterprise Storage, Software Industry, Servers, Pre-sales, Disaster Recovery, VMware, Storage Solutions, Citrix, Go-to-market Strategy, SAN, Partner Management, HP
Education
Elizabethtown College 1987 — 1991
Bachelor of Science (B.S.), Computer Science
Alexander Lindsay's Merrill Lynch Experience February 2005 - May 2005
Job Senior Accountant
Industry Accounting
Experience
Select Laboratory Partners May 2013 - Present
The Club at Green Valley September 2011 - April 2015
The Club at Green Valley November 2008 - April 2015
Greensboro Country Club April 2002 - August 2011
Merrill Lynch February 2005 - May 2005
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Research, Data Analysis, Inventory Management, Financial Statement..., US GAAP, Regression Analysis, Economics, QuickBooks, Integral Calculus, Differential Calculus, Statistics, Business Valuation, Sales, Leadership, Finance, Financial Analysis
Education
University of North Carolina at Greensboro 2010 — 2013
Masters of Science, Accounting
Elon University 2002 — 2005
Bachelor of Science, International Business, Economics
Carolina Day School
Select Laboratory Partners May 2013 - Present
The Club at Green Valley September 2011 - April 2015
The Club at Green Valley November 2008 - April 2015
Greensboro Country Club April 2002 - August 2011
Merrill Lynch February 2005 - May 2005
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Research, Data Analysis, Inventory Management, Financial Statement..., US GAAP, Regression Analysis, Economics, QuickBooks, Integral Calculus, Differential Calculus, Statistics, Business Valuation, Sales, Leadership, Finance, Financial Analysis
Education
University of North Carolina at Greensboro 2010 — 2013
Masters of Science, Accounting
Elon University 2002 — 2005
Bachelor of Science, International Business, Economics
Carolina Day School
Meghan Phripp's Merrill Lynch Experience September 2014 - December 2014
Job Economist and Environmentalist
Industry Financial Services
Experience
State Street September 2015 - Present
Merrill Lynch September 2014 - December 2014
State Street June 2012 - August 2012
South Shore YMCA September 2007 - January 2011
Skills
Research, Social Media, Event Planning, Customer Service, Public Speaking, Nonprofits, Microsoft Office, Microsoft Word, Time Management, Leadership, Proposal Writing, Policy, Finance, Communication, Fundraising, Microsoft Excel
Education
Emmanuel College 2011 — 2015
Bachelor’s Degree, Economics and Management
Emmanuel College 2011 — 2015
Bachelor's degree, Economics
State Street September 2015 - Present
Merrill Lynch September 2014 - December 2014
State Street June 2012 - August 2012
South Shore YMCA September 2007 - January 2011
Skills
Research, Social Media, Event Planning, Customer Service, Public Speaking, Nonprofits, Microsoft Office, Microsoft Word, Time Management, Leadership, Proposal Writing, Policy, Finance, Communication, Fundraising, Microsoft Excel
Education
Emmanuel College 2011 — 2015
Bachelor’s Degree, Economics and Management
Emmanuel College 2011 — 2015
Bachelor's degree, Economics
Arthur Michaels Arthur Michaels's Merrill Lynch Experience February 2011 - May 2011
Job Internal Wholesaler at John Hancock Retirement Plans
Industry Financial Services
Experience
John Hancock Financial Services July 2015 - Present
John Hancock Financial Services March 2015 - June 2015
John Hancock Financial Services January 2014 - February 2015
UBS Wealth Management January 2013 - January 2014
Fed Challenge September 2012 - December 2012
UBS Wealth Management June 2012 - August 2012
BLUE HEN INVESTMENT CLUB January 2011 - October 2011
OFFICE OF COMMUNICATIONS AND MARKETING January 2010 - October 2011
ELS Managment (Marketing firm whose clients include power remodeling, direct tv, home depot) June 2011 - August 2011
Merrill Lynch February 2011 - May 2011
Skills
Investments, Portfolio Management, Microsoft Excel, Research, Market Research, Management, •Proficient in..., •Goal oriented with..., Series 63, Life Insurance, Bloomberg Terminal, Hedge Funds, Microsoft Office, Leadership, Social Media, Public Speaking, PowerPoint, Microsoft Word, Analysis, Finance
Education
UNIVERSITY OF ELON 2012 — 2014
Bachelor of Science (B.S.), Finance, General
Elon University - Martha and Spencer Love School of Business 2011 — 2014
Bachelor of Science (BS), Finance, General
University of Delaware 2009 — 2011
John Hancock Financial Services July 2015 - Present
John Hancock Financial Services March 2015 - June 2015
John Hancock Financial Services January 2014 - February 2015
UBS Wealth Management January 2013 - January 2014
Fed Challenge September 2012 - December 2012
UBS Wealth Management June 2012 - August 2012
BLUE HEN INVESTMENT CLUB January 2011 - October 2011
OFFICE OF COMMUNICATIONS AND MARKETING January 2010 - October 2011
ELS Managment (Marketing firm whose clients include power remodeling, direct tv, home depot) June 2011 - August 2011
Merrill Lynch February 2011 - May 2011
Skills
Investments, Portfolio Management, Microsoft Excel, Research, Market Research, Management, •Proficient in..., •Goal oriented with..., Series 63, Life Insurance, Bloomberg Terminal, Hedge Funds, Microsoft Office, Leadership, Social Media, Public Speaking, PowerPoint, Microsoft Word, Analysis, Finance
Education
UNIVERSITY OF ELON 2012 — 2014
Bachelor of Science (B.S.), Finance, General
Elon University - Martha and Spencer Love School of Business 2011 — 2014
Bachelor of Science (BS), Finance, General
University of Delaware 2009 — 2011
Rodrigo Quintanilla Rodrigo Quintanilla's Merrill Lynch Experience December 2001 - July 2004
Job BiLingual Ratings Advisor | Investor Relations Specialist | Regulatory Developments and Governance Analyst
Industry Capital Markets
Experience
Standard & Poor's January 2007 - March 2010
Standard & Poor's March 2005 - January 2007
Merrill Lynch December 2001 - July 2004
Merrill Lynch February 1994 - November 2001
Salomon Brothers October 1992 - January 1994
Moody's Corporation August 1988 - October 1992
Argus Research July 1987 - July 1988
SHCP August 1979 - May 1981
Skills
Financial Modeling, Capital Markets, Risk Management, Credit Risk, Fixed Income, Equity Research, Equities, Financial Analysis, Financial Institutions, Credit Analysis, Analysis, Spanish, Investments, Financial Services, Banking, Structured Finance, Due Diligence, Asset Management, Investment Banking, Talent Management, Financial Structuring, Credit, Management, Portfolio Management, Strategy, Emerging Markets, Bilingual, Fixed Income Analysis, Trading, Business Strategy, Corporate Law, Mortgage Lending, Forecasting, Mergers & Acquisitions, Asset Managment, Securities, Structured Products, Alternative Investments, Research, Analytics, Team Management, Sales, FX Options, Derivatives, Economics, Latin American markets
Education
University of Pennsylvania 1981 — 1987
PH. CANDIDATE (A.B.D, ECONOMICS
El Colegio de México 1977 — 1979
M.A, Economics; Economics
Tecnológico de Monterrey 1973 — 1977
BA (Lic), Economics
american school
Standard & Poor's January 2007 - March 2010
Standard & Poor's March 2005 - January 2007
Merrill Lynch December 2001 - July 2004
Merrill Lynch February 1994 - November 2001
Salomon Brothers October 1992 - January 1994
Moody's Corporation August 1988 - October 1992
Argus Research July 1987 - July 1988
SHCP August 1979 - May 1981
Skills
Financial Modeling, Capital Markets, Risk Management, Credit Risk, Fixed Income, Equity Research, Equities, Financial Analysis, Financial Institutions, Credit Analysis, Analysis, Spanish, Investments, Financial Services, Banking, Structured Finance, Due Diligence, Asset Management, Investment Banking, Talent Management, Financial Structuring, Credit, Management, Portfolio Management, Strategy, Emerging Markets, Bilingual, Fixed Income Analysis, Trading, Business Strategy, Corporate Law, Mortgage Lending, Forecasting, Mergers & Acquisitions, Asset Managment, Securities, Structured Products, Alternative Investments, Research, Analytics, Team Management, Sales, FX Options, Derivatives, Economics, Latin American markets
Education
University of Pennsylvania 1981 — 1987
PH. CANDIDATE (A.B.D, ECONOMICS
El Colegio de México 1977 — 1979
M.A, Economics; Economics
Tecnológico de Monterrey 1973 — 1977
BA (Lic), Economics
american school
Tyler Hans's Merrill Lynch Experience January 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Zimmer 2005 - December 2013
Delmarva Medical, LLC 2003 - 2005
Skills
Orthopedic, Operating Room, Medical Devices, Capital Equipment, Surgeons, Cold Calling, Surgery, Market Development, Surgical Instruments, Sales Management, Healthcare, Sales
Education
Elon University 1999 — 2003
Corporate Communications
Merrill Lynch January 2014 - Present
Zimmer 2005 - December 2013
Delmarva Medical, LLC 2003 - 2005
Skills
Orthopedic, Operating Room, Medical Devices, Capital Equipment, Surgeons, Cold Calling, Surgery, Market Development, Surgical Instruments, Sales Management, Healthcare, Sales
Education
Elon University 1999 — 2003
Corporate Communications
Jonathan DiIanni Jonathan DiIanni's Merrill Lynch Experience April 2015 - Present
Job Finance Major
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
YMCA November 2011 - February 2012
Skills
Leadership, Microsoft Excel, Public Speaking, Investments, Microsoft Office, Coaching, Management, PowerPoint, Microsoft Word, Strategic Planning, Social Media, Research, Sales
Education
Elon University - Martha and Spencer Love School of Business 2013 — 2016
Finance
Purdue University - Krannert School of Management 2012 — 2014
Management
Westchester Country Day School 2009 — 2012
Merrill Lynch April 2015 - Present
YMCA November 2011 - February 2012
Skills
Leadership, Microsoft Excel, Public Speaking, Investments, Microsoft Office, Coaching, Management, PowerPoint, Microsoft Word, Strategic Planning, Social Media, Research, Sales
Education
Elon University - Martha and Spencer Love School of Business 2013 — 2016
Finance
Purdue University - Krannert School of Management 2012 — 2014
Management
Westchester Country Day School 2009 — 2012
Eric Washington's Merrill Lynch Experience October 2012 - June 2013
Job "Do not follow the path. Go where there is no path to begin the trail." Ashanti proverb
Industry Political Organization
Experience
loanDepot September 2014 - Present
Logan's Roadhouse June 2013 - Present
Merrill Lynch October 2012 - June 2013
Skills
Team Leadership, Team Building, Multi-cultural Team..., Organizational Structure, Organizational..., Exceptional Listener, Social Networking, Social Skills, Social Services, Commercial Banking, Critical Thinking, Customer Service, Short Sales, Leadership, Time Management, Teamwork, Loans, Integrity, Data Entry, Goal Oriented, Interpersonal..., Volunteering, Close Attention to..., Customer Experience, Oral, People Skills, Training, Debate, Building Relationships, Coaching, Public Speaking, Event Planning, Highly motivated..., Fundraising, Leadership Development, Employee Training, Diligent, Organizational Behavior, Telephone Skills, Sales, Administration, Dependable Team Player, Organizational..., Conflict Resolution, Highly detail oriented, Ethics, Microsoft Office, PowerPoint, Microsoft Word, Social Media
Education
University of North Texas - Internships & Cooperative Edu. 2011 — 2015
BS, Political Science
University of North Texas 2011 — 2014
Political Science, Political Science and Government
El Camino College-Compton Center 2010 — 2011
Associates Degree in Political Science, Political Science and Government
loanDepot September 2014 - Present
Logan's Roadhouse June 2013 - Present
Merrill Lynch October 2012 - June 2013
Skills
Team Leadership, Team Building, Multi-cultural Team..., Organizational Structure, Organizational..., Exceptional Listener, Social Networking, Social Skills, Social Services, Commercial Banking, Critical Thinking, Customer Service, Short Sales, Leadership, Time Management, Teamwork, Loans, Integrity, Data Entry, Goal Oriented, Interpersonal..., Volunteering, Close Attention to..., Customer Experience, Oral, People Skills, Training, Debate, Building Relationships, Coaching, Public Speaking, Event Planning, Highly motivated..., Fundraising, Leadership Development, Employee Training, Diligent, Organizational Behavior, Telephone Skills, Sales, Administration, Dependable Team Player, Organizational..., Conflict Resolution, Highly detail oriented, Ethics, Microsoft Office, PowerPoint, Microsoft Word, Social Media
Education
University of North Texas - Internships & Cooperative Edu. 2011 — 2015
BS, Political Science
University of North Texas 2011 — 2014
Political Science, Political Science and Government
El Camino College-Compton Center 2010 — 2011
Associates Degree in Political Science, Political Science and Government
Tadd Lindsay Tadd Lindsay's Merrill Lynch Experience 1996 - 2009
Job Senior Vice President & Regional Director at Management Planning, Inc.
Industry Financial Services
Experience
Management Planning, Inc. 2010 - Present
J.P. Morgan 2009 - 2010
Merrill Lynch 1996 - 2009
Old Kent Bank & Trust 1989 - 1996
Prudential Securities 1986 - 1988
Skills
Wealth Management, Valuation, Series 7, Business Valuation, Financial Reporting, Retirement Planning, Estate Planning, Financial Analysis, Financial Modeling, Business Development, Sales Management, Executive Management, Team Leadership, Mergers & Acquisitions, High Net Worth..., Series 63, Finance, Wealth, Alternative Investments
Education
Elmhurst College
BS in Business
University of Iowa
University of Minnesota-Twin Cities
Wayzata Senior High School
Management Planning, Inc. 2010 - Present
J.P. Morgan 2009 - 2010
Merrill Lynch 1996 - 2009
Old Kent Bank & Trust 1989 - 1996
Prudential Securities 1986 - 1988
Skills
Wealth Management, Valuation, Series 7, Business Valuation, Financial Reporting, Retirement Planning, Estate Planning, Financial Analysis, Financial Modeling, Business Development, Sales Management, Executive Management, Team Leadership, Mergers & Acquisitions, High Net Worth..., Series 63, Finance, Wealth, Alternative Investments
Education
Elmhurst College
BS in Business
University of Iowa
University of Minnesota-Twin Cities
Wayzata Senior High School
Tim O'Boyle Tim O'Boyle's Merrill Lynch Experience June 2010 - July 2010
Job Corporate Auditor and MBA Candidate
Industry Computer Software
Experience
SAP February 2015 - Present
SAP June 2012 - January 2015
JournalBooks June 2011 - July 2011
Merrill Lynch June 2010 - July 2010
Skills
Enterprise Software, Business Analysis, Sales, ERP, Finance, Financial Analysis, Financial Reporting, Management, SAP Netweaver, P&L Forecasting, CRM, Sales Analysis, P&L Analysis, SAP, SAP COPA, ISP, BW, ERP, Analysis, P&L Management, Marketing, Internal Audit, General Ledger, Consolidation, Contract Management, CMS, Microsoft Excel, Microsoft Office, Social Media Marketing, Leadership
Education
Villanova University 2014 — 2016
Master of Business Administration (MBA), Finance
Elon University 2008 — 2012
B.S. in Management, B.S. in Marketing, Marketing
SAP February 2015 - Present
SAP June 2012 - January 2015
JournalBooks June 2011 - July 2011
Merrill Lynch June 2010 - July 2010
Skills
Enterprise Software, Business Analysis, Sales, ERP, Finance, Financial Analysis, Financial Reporting, Management, SAP Netweaver, P&L Forecasting, CRM, Sales Analysis, P&L Analysis, SAP, SAP COPA, ISP, BW, ERP, Analysis, P&L Management, Marketing, Internal Audit, General Ledger, Consolidation, Contract Management, CMS, Microsoft Excel, Microsoft Office, Social Media Marketing, Leadership
Education
Villanova University 2014 — 2016
Master of Business Administration (MBA), Finance
Elon University 2008 — 2012
B.S. in Management, B.S. in Marketing, Marketing
Kevin Davey Kevin Davey's Merrill Lynch Experience January 2008 - May 2008
Job Financial Representative with Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2008 - Present
Merrill Lynch January 2008 - May 2008
Smith Barney February 2007 - July 2007
Skills
Strategic Financial..., Leadership, Financial Analysis, Sales, Marketing, Communication, Insurance, Financial Modeling, Financial Services, Management, Investments, Mutual Funds, Finance, Risk Management, Retirement Planning, Financial Planning, Strategic Planning, Networking, Start-up Consulting
Education
Elmhurst College
Business Administration, Marketing, Psychology
Maclay School
2-12
Northwestern Mutual June 2008 - Present
Merrill Lynch January 2008 - May 2008
Smith Barney February 2007 - July 2007
Skills
Strategic Financial..., Leadership, Financial Analysis, Sales, Marketing, Communication, Insurance, Financial Modeling, Financial Services, Management, Investments, Mutual Funds, Finance, Risk Management, Retirement Planning, Financial Planning, Strategic Planning, Networking, Start-up Consulting
Education
Elmhurst College
Business Administration, Marketing, Psychology
Maclay School
2-12
Heather Morrison Keeling Heather Morrison Keeling's Merrill Lynch Experience 1999 - 2003
Job Senior Human Resources Manager at Imperial PFS
Industry Financial Services
Experience
Imperial PFS 2010 - Present
AIG 2008 - 2010
AIG 2005 - 2008
UBS 2003 - 2005
Merrill Lynch 1999 - 2003
PaineWebber 1998 - 1999
Skills
Employment Law, Recruiting, Compensation, Benefit Communication, Generalists, Onboarding, College Recruiting, Deferred Compensation, Employee Benefits, Workforce Planning, New Hire Orientations, Talent Management, Succession Planning, Talent Acquisition, Applicant Tracking..., Human Resources, HRIS, Career Development, Organizational..., Benefits Administration, Employee Relations, Interviews, Personnel Management, Employee Handbooks, Employee Engagement
Education
Elon University 1993 — 1997
Bachelor's degree, Corporate Communications
Imperial PFS 2010 - Present
AIG 2008 - 2010
AIG 2005 - 2008
UBS 2003 - 2005
Merrill Lynch 1999 - 2003
PaineWebber 1998 - 1999
Skills
Employment Law, Recruiting, Compensation, Benefit Communication, Generalists, Onboarding, College Recruiting, Deferred Compensation, Employee Benefits, Workforce Planning, New Hire Orientations, Talent Management, Succession Planning, Talent Acquisition, Applicant Tracking..., Human Resources, HRIS, Career Development, Organizational..., Benefits Administration, Employee Relations, Interviews, Personnel Management, Employee Handbooks, Employee Engagement
Education
Elon University 1993 — 1997
Bachelor's degree, Corporate Communications
C Jason Haselby's Merrill Lynch Experience 2008 - 2009
Job US Army Acquisition Corps
Industry Defense & Space
Experience
DISA May 2015 - Present
CJTF-HOA June 2014 - March 2015
PEO STRI February 2013 - June 2014
PEO STRI June 2012 - February 2013
United States Army Reserve November 2011 - February 2013
DCMA May 2011 - June 2012
US ARMY: PEO STRI April 2010 - May 2011
Merrill Lynch 2008 - 2009
Edward Jones 2006 - 2008
US Army 2002 - 2006
Skills
DoD, Analysis, Systems Engineering, Government, Military, Defense, Security Clearance, Military Operations, Operational Planning, Government Contracting, Army
Education
Embry-Riddle Aeronautical University 1997 — 2002
B.S., Aerospace Engineering
DISA May 2015 - Present
CJTF-HOA June 2014 - March 2015
PEO STRI February 2013 - June 2014
PEO STRI June 2012 - February 2013
United States Army Reserve November 2011 - February 2013
DCMA May 2011 - June 2012
US ARMY: PEO STRI April 2010 - May 2011
Merrill Lynch 2008 - 2009
Edward Jones 2006 - 2008
US Army 2002 - 2006
Skills
DoD, Analysis, Systems Engineering, Government, Military, Defense, Security Clearance, Military Operations, Operational Planning, Government Contracting, Army
Education
Embry-Riddle Aeronautical University 1997 — 2002
B.S., Aerospace Engineering
Jason Wells's Merrill Lynch Experience March 2010 - January 2011
Job CB KYC International Addendum Specialist
Industry Banking
Experience
J.P. Morgan August 2014 - Present
Wells Fargo February 2013 - April 2014
Bank of America July 2011 - January 2013
JPMorgan Chase January 2011 - July 2011
Merrill Lynch March 2010 - January 2011
Heritage Capital Group June 2003 - February 2010
Skills
Mortgage Lending, Mortgage Banking, Loans, Refinance, Loan Origination, Residential Mortgages, FHA, Credit, Mortgage Underwriting, Credit Analysis, FHA financing, Banking, Bank Secrecy Act, AML, Fraud, Risk Management, OFAC, USA PATRIOT Act, KYC, Due Diligence, Underwriting, Risk Assessment, CIP, USDA, Mortgage Servicing
Education
Norfolk State University 1998 — 2003
Bachelor of Business Administration (B.B.A.)
Elizabeth City State University
J.P. Morgan August 2014 - Present
Wells Fargo February 2013 - April 2014
Bank of America July 2011 - January 2013
JPMorgan Chase January 2011 - July 2011
Merrill Lynch March 2010 - January 2011
Heritage Capital Group June 2003 - February 2010
Skills
Mortgage Lending, Mortgage Banking, Loans, Refinance, Loan Origination, Residential Mortgages, FHA, Credit, Mortgage Underwriting, Credit Analysis, FHA financing, Banking, Bank Secrecy Act, AML, Fraud, Risk Management, OFAC, USA PATRIOT Act, KYC, Due Diligence, Underwriting, Risk Assessment, CIP, USDA, Mortgage Servicing
Education
Norfolk State University 1998 — 2003
Bachelor of Business Administration (B.B.A.)
Elizabeth City State University
Erin Berger's Merrill Lynch Experience August 2010 - February 2013
Job Operational Risk
Industry Financial Services
Experience
Fannie Mae February 2015 - Present
HNTB February 2013 - February 2015
Merrill Lynch August 2010 - February 2013
Avalon Bay Communities June 2009 - August 2009
New England Financial June 2008 - August 2008
Lewtan Technologies June 2007 - December 2007
Skills
Microsoft Excel, Microsoft Office, Database Administration, Research, SQL, LDRPS, SharePoint, Risk Management, PowerPoint, Microsoft Word, Data Analysis, Customer Service, Access
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
BS, Business Administration; Concentrating in Finance, International Business, Minor in French
Londonderry High School 2001 — 2006
Fannie Mae February 2015 - Present
HNTB February 2013 - February 2015
Merrill Lynch August 2010 - February 2013
Avalon Bay Communities June 2009 - August 2009
New England Financial June 2008 - August 2008
Lewtan Technologies June 2007 - December 2007
Skills
Microsoft Excel, Microsoft Office, Database Administration, Research, SQL, LDRPS, SharePoint, Risk Management, PowerPoint, Microsoft Word, Data Analysis, Customer Service, Access
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
BS, Business Administration; Concentrating in Finance, International Business, Minor in French
Londonderry High School 2001 — 2006
David Spetgang David Spetgang's Merrill Lynch Experience June 2012 - June 2015
Job Assistant Vice President/Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - June 2015
Vanguard August 2010 - May 2012
Skills
Mutual Funds, ETFs, Bloomberg Terminal, Retirement Planning, Wealth Management, Investment Strategies, Equities, Asset Allocation, Trading, Fixed Income
Education
Elizabethtown College 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Pace University-New York 2008 — 2009
Merrill Lynch June 2012 - June 2015
Vanguard August 2010 - May 2012
Skills
Mutual Funds, ETFs, Bloomberg Terminal, Retirement Planning, Wealth Management, Investment Strategies, Equities, Asset Allocation, Trading, Fixed Income
Education
Elizabethtown College 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Pace University-New York 2008 — 2009
Liza Carey's Merrill Lynch Experience October 2013 - Present
Job Vice President, Strategic Planning & Execution, Investment Management & Guidance at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch October 2013 - Present
Merrill Lynch November 2011 - October 2013
Merrill Lynch July 2010 - November 2011
NBC Universal February 2010 - March 2010
UBS Wealth Management September 2009 - December 2009
NBC June 2009 - August 2009
AGS Specialists June 2007 - July 2007
Skills
Investments, Strategy, Portfolio Management, Analysis, Strategic Planning, Wealth Management, Risk Management, Due Diligence, Series 7, Financial Analysis, Asset Allocation, Microsoft Office, Investment Strategies
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
BS, Business Administration; Finance
The Umbra Institute 2008 — 2008
Italian Culture
The Taft School 2003 — 2006
High School
Merrill Lynch October 2013 - Present
Merrill Lynch November 2011 - October 2013
Merrill Lynch July 2010 - November 2011
NBC Universal February 2010 - March 2010
UBS Wealth Management September 2009 - December 2009
NBC June 2009 - August 2009
AGS Specialists June 2007 - July 2007
Skills
Investments, Strategy, Portfolio Management, Analysis, Strategic Planning, Wealth Management, Risk Management, Due Diligence, Series 7, Financial Analysis, Asset Allocation, Microsoft Office, Investment Strategies
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
BS, Business Administration; Finance
The Umbra Institute 2008 — 2008
Italian Culture
The Taft School 2003 — 2006
High School
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
Andrew S Kummerer Andrew S Kummerer's Merrill Lynch Experience February 2004 - August 2004
Job Head Men's Soccer Coach at Malvern Preparatory School
Industry Financial Services
Experience
Malvern Preparatory School February 2015 - Present
Northwestern Mutual Financial Network January 2013 - Present
Star Soccer Academy June 2004 - Present
United Sports Training Center January 2002 - May 2007
Merrill Lynch February 2004 - August 2004
Education
Elizabethtown College 2002 — 2006
Bachelor's of Science, Business Administration
Malvern Preparatory School February 2015 - Present
Northwestern Mutual Financial Network January 2013 - Present
Star Soccer Academy June 2004 - Present
United Sports Training Center January 2002 - May 2007
Merrill Lynch February 2004 - August 2004
Education
Elizabethtown College 2002 — 2006
Bachelor's of Science, Business Administration
Jeromy Lewis's Merrill Lynch Experience July 2009 - February 2010
Job Business Planning Analyst at Boeing and MBA Candidate at University of Washington, Michael G. Foster School of Business
Industry Financial Services
Experience
University of Washington, Michael G. Foster School of Business September 2015 - Present
Boeing September 2014 - Present
Boeing November 2013 - September 2014
JPMorgan Chase January 2013 - November 2013
JPMorgan Chase August 2012 - December 2012
Edward Jones July 2010 - August 2012
University of Washington, Michael G. Foster School of Business September 2008 - June 2010
Merrill Lynch July 2009 - February 2010
CRISTA Ministries 2002 - 2008
Skills
Series 7, Series 66, Life and Disability..., Investments, Financial Analysis, Public Speaking, Strategic Financial..., Non-profits, Microsoft Excel, Small Business, Strategic Planning, Event Planning, PowerPoint, Team Leadership, Research, Microsoft Office, Microsoft Word
Education
University of Washington, Michael G. Foster School of Business 2008 — 2010
BA, Business, Finance & Information Systems
Edmonds Community College 2004 — 2008
Associates of Arts, Business
Meadowdale High School 2000 — 2004
Snohomish County Christian School 1991 — 2000
University of Washington, Michael G. Foster School of Business September 2015 - Present
Boeing September 2014 - Present
Boeing November 2013 - September 2014
JPMorgan Chase January 2013 - November 2013
JPMorgan Chase August 2012 - December 2012
Edward Jones July 2010 - August 2012
University of Washington, Michael G. Foster School of Business September 2008 - June 2010
Merrill Lynch July 2009 - February 2010
CRISTA Ministries 2002 - 2008
Skills
Series 7, Series 66, Life and Disability..., Investments, Financial Analysis, Public Speaking, Strategic Financial..., Non-profits, Microsoft Excel, Small Business, Strategic Planning, Event Planning, PowerPoint, Team Leadership, Research, Microsoft Office, Microsoft Word
Education
University of Washington, Michael G. Foster School of Business 2008 — 2010
BA, Business, Finance & Information Systems
Edmonds Community College 2004 — 2008
Associates of Arts, Business
Meadowdale High School 2000 — 2004
Snohomish County Christian School 1991 — 2000
Alisa Peña's Merrill Lynch Experience May 2015 - Present
Job Team Financial Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch May 2015 - Present
U.S. Bank September 2013 - November 2014
CalFirst National Bancorp August 2011 - July 2013
The Palace of Fine Arts January 2010 - January 2011
Perfect Day Surf Camp June 2009 - August 2009
Barnes & Noble March 2006 - January 2009
Westside Rentals February 2008 - July 2008
Nordstrom May 2007 - September 2007
Skills
Nonprofits, Finance, Banking, Telephone Skills, Customer Service, Process Scheduler, Office Management, Sales, Management, Retail, Negotiation, Social Networking, Marketing, CRM databases, Phone Etiquette, Human Resources, Project Management, Selling, Sales Process, Leadership, Cold Calling, Time Management, Customer Satisfaction, Training, Recruiting
Education
San Francisco State University 2009 — 2011
B.A., Art History
El Camino College 2005 — 2008
Merrill Lynch May 2015 - Present
U.S. Bank September 2013 - November 2014
CalFirst National Bancorp August 2011 - July 2013
The Palace of Fine Arts January 2010 - January 2011
Perfect Day Surf Camp June 2009 - August 2009
Barnes & Noble March 2006 - January 2009
Westside Rentals February 2008 - July 2008
Nordstrom May 2007 - September 2007
Skills
Nonprofits, Finance, Banking, Telephone Skills, Customer Service, Process Scheduler, Office Management, Sales, Management, Retail, Negotiation, Social Networking, Marketing, CRM databases, Phone Etiquette, Human Resources, Project Management, Selling, Sales Process, Leadership, Cold Calling, Time Management, Customer Satisfaction, Training, Recruiting
Education
San Francisco State University 2009 — 2011
B.A., Art History
El Camino College 2005 — 2008
Patrick Monfiston-Desir Patrick Monfiston-Desir's Merrill Lynch Experience 2004 - 2005
Job Certified Flight Instructor (CFIA, MEI, IGI) Aircraft Dispatcher
Industry Airlines/Aviation
Experience
Ventura Air Services June 2015 - Present
Talon Air, Inc. May 2015 - Present
Nassau Flyers Inc February 2015 - May 2015
FGI Finance 2010 - 2011
JPMorganChase Investment Services 2005 - 2006
Merrill Lynch 2004 - 2005
Oppenheimer & Co. Inc. 2003 - 2004
UBS Wealth Management 2000 - 2002
Skills
Commercial Aviation, Finance
Education
Embry-Riddle Aeronautical University 2011 — 2015
Bachelor of Science (BSc), Aeronautics/Aviation/Aerospace Science and Technology, General, Magna Cum Laude
Airline Transport Professionals 2013 — 2014
Airline Career Pilot Program, Certifications: CFI-A, MEI, CSEL, CMEL, IGI
Ventura Air Services June 2015 - Present
Talon Air, Inc. May 2015 - Present
Nassau Flyers Inc February 2015 - May 2015
FGI Finance 2010 - 2011
JPMorganChase Investment Services 2005 - 2006
Merrill Lynch 2004 - 2005
Oppenheimer & Co. Inc. 2003 - 2004
UBS Wealth Management 2000 - 2002
Skills
Commercial Aviation, Finance
Education
Embry-Riddle Aeronautical University 2011 — 2015
Bachelor of Science (BSc), Aeronautics/Aviation/Aerospace Science and Technology, General, Magna Cum Laude
Airline Transport Professionals 2013 — 2014
Airline Career Pilot Program, Certifications: CFI-A, MEI, CSEL, CMEL, IGI
Charles G. Rowell Charles G. Rowell's Merrill Lynch Experience December 1996 - March 1998
Job VP, Managing Director, United States
Industry International Trade and Development
Experience
Research on Investment December 2006 - Present
Ontario Ministry of Economic Development, Trade and Employment November 2010 - Present
Advantage West Midlands 2009 - 2011
East Midlands Development Agency 2009 - 2011
Invest Hong Kong December 2006 - December 2009
International Business Wales (Wales, UK) June 2002 - June 2006
Invest Australia March 1998 - June 2002
Merrill Lynch December 1996 - March 1998
Law Offices of Kim & Kim October 1993 - December 1996
Citibank 1989 - 1993
Education
University of Notre Dame - Mendoza College of Business 2005 — 2007
MBA, Business
The John Marshall Law School 1999 — 2000
LL.M., International Business and Trade Law
The John Marshall Law School 1989 — 1993
J.D., Law
Elmhurst College 1982 — 1986
B.S., Economics & Business
Fremd High School 1978 — 1982
Research on Investment December 2006 - Present
Ontario Ministry of Economic Development, Trade and Employment November 2010 - Present
Advantage West Midlands 2009 - 2011
East Midlands Development Agency 2009 - 2011
Invest Hong Kong December 2006 - December 2009
International Business Wales (Wales, UK) June 2002 - June 2006
Invest Australia March 1998 - June 2002
Merrill Lynch December 1996 - March 1998
Law Offices of Kim & Kim October 1993 - December 1996
Citibank 1989 - 1993
Education
University of Notre Dame - Mendoza College of Business 2005 — 2007
MBA, Business
The John Marshall Law School 1999 — 2000
LL.M., International Business and Trade Law
The John Marshall Law School 1989 — 1993
J.D., Law
Elmhurst College 1982 — 1986
B.S., Economics & Business
Fremd High School 1978 — 1982
Bryan Heins Bryan Heins's Merrill Lynch Experience July 2007 - July 2008
Job Vice President, Internal Audit at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2011 - Present
MetLife September 2008 - October 2011
Merrill Lynch July 2007 - July 2008
Argent Mortgage Company, LLC May 2002 - May 2007
Superior Bank, FSB June 2000 - May 2002
Skills
Accounting, Analysis, Asset Management, Banking, Business Analysis, Business Process..., Capital Markets, Corporate Finance, Credit Analysis, Credit Risk, Enterprise Risk..., Due Diligence, Finance, Financial Accounting, Financial Analysis, Financial Audits, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Fraud, IT Audit, Insurance, Internal Audit, Internal Controls, Investment Banking, Investments, Loans, Management, Mergers & Acquisitions, Mortgage Lending, Operational Risk, Operational Risk..., Portfolio Management, Risk Management, SEC filings, Sarbanes-Oxley Act, Strategic Financial..., Underwriting, Vendor Management, Auditing, Credit, Executive Management, Governance, Process Improvement
Education
Ramapo College of New Jersey 1996 — 1999
Bachelor of Science, Theoretical and Applied Sciences
Elon University 1994 — 1996
Sports Medicine
NVOT 1990 — 1994
Morgan Stanley October 2011 - Present
MetLife September 2008 - October 2011
Merrill Lynch July 2007 - July 2008
Argent Mortgage Company, LLC May 2002 - May 2007
Superior Bank, FSB June 2000 - May 2002
Skills
Accounting, Analysis, Asset Management, Banking, Business Analysis, Business Process..., Capital Markets, Corporate Finance, Credit Analysis, Credit Risk, Enterprise Risk..., Due Diligence, Finance, Financial Accounting, Financial Analysis, Financial Audits, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Fraud, IT Audit, Insurance, Internal Audit, Internal Controls, Investment Banking, Investments, Loans, Management, Mergers & Acquisitions, Mortgage Lending, Operational Risk, Operational Risk..., Portfolio Management, Risk Management, SEC filings, Sarbanes-Oxley Act, Strategic Financial..., Underwriting, Vendor Management, Auditing, Credit, Executive Management, Governance, Process Improvement
Education
Ramapo College of New Jersey 1996 — 1999
Bachelor of Science, Theoretical and Applied Sciences
Elon University 1994 — 1996
Sports Medicine
NVOT 1990 — 1994
Matthew Hand Matthew Hand's Merrill Lynch Experience 1998 - 2005
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2005 - Present
Merrill Lynch 1998 - 2005
Education
Embry-Riddle Aeronautical University 1988 — 1992
Aviation Business
Wells Fargo Advisors 2005 - Present
Merrill Lynch 1998 - 2005
Education
Embry-Riddle Aeronautical University 1988 — 1992
Aviation Business
Matt Andersson Matt Andersson's Merrill Lynch Experience 1996 - 1998
Job Executive Advisor at Booz & company
Industry Airlines/Aviation
Experience
Indigo Aerospace Inc. April 2008 - Present
Booz & company April 2008 - Present
Booz Allen Hamilton October 2007 - April 2008
Charles River Associates January 2005 - October 2007
Aviation Development Corporation September 2003 - January 2005
NewWorldAir Holdings/Indigo-American Express Airlines January 1998 - September 2003
Merrill Lynch 1996 - 1998
Ameritech January 1994 - December 1995
Ameritech International 1991 - 1994
Skills
Aviation, Aerospace, Business Process..., Financial Modeling, Risk Management, Airlines, Program Management, Management Consulting, Defense, Business Strategy, Commercial Aviation, Organizational Design, Strategic Consulting, Strategy, Acquisition Integration, Restructuring, Performance Improvement, Financial Analysis, Business Process..., Mergers, Operations Management, Growth Strategies, Due Diligence, Change Management, Competitive Analysis, Business Development, Economics, Strategic Planning
Education
Embry-Riddle Aeronautical University
AS, Flight Technology
The University of Chicago
MBA
The University of Texas at Austin - The LBJ School of Public Affairs
BA, economics
The Watkinson School
Indigo Aerospace Inc. April 2008 - Present
Booz & company April 2008 - Present
Booz Allen Hamilton October 2007 - April 2008
Charles River Associates January 2005 - October 2007
Aviation Development Corporation September 2003 - January 2005
NewWorldAir Holdings/Indigo-American Express Airlines January 1998 - September 2003
Merrill Lynch 1996 - 1998
Ameritech January 1994 - December 1995
Ameritech International 1991 - 1994
Skills
Aviation, Aerospace, Business Process..., Financial Modeling, Risk Management, Airlines, Program Management, Management Consulting, Defense, Business Strategy, Commercial Aviation, Organizational Design, Strategic Consulting, Strategy, Acquisition Integration, Restructuring, Performance Improvement, Financial Analysis, Business Process..., Mergers, Operations Management, Growth Strategies, Due Diligence, Change Management, Competitive Analysis, Business Development, Economics, Strategic Planning
Education
Embry-Riddle Aeronautical University
AS, Flight Technology
The University of Chicago
MBA
The University of Texas at Austin - The LBJ School of Public Affairs
BA, economics
The Watkinson School
Mike Pierorazio Mike Pierorazio's Merrill Lynch Experience August 2012 - May 2013
Job Regional Account Executive at Steben & Company, Inc.
Industry Financial Services
Experience
Steben & Company, Inc. May 2013 - Present
Merrill Lynch August 2012 - May 2013
R 3 Technologies Inc May 2011 - September 2011
Kappa Sigma Fraternity January 2010 - January 2011
Skills
Microsoft Excel, Asset Allocation, Investment Strategies, Microsoft Office, Series 7, QuickBooks, Access, Uniform Combined State..., Series 66, Customer Service, ThomsonOne, series 3, Microsoft CRM, Alternative Investments, Investments, Social Media, Sales
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelors of Science, Finance
St. Paul's School for Boys
Diploma
Steben & Company, Inc. May 2013 - Present
Merrill Lynch August 2012 - May 2013
R 3 Technologies Inc May 2011 - September 2011
Kappa Sigma Fraternity January 2010 - January 2011
Skills
Microsoft Excel, Asset Allocation, Investment Strategies, Microsoft Office, Series 7, QuickBooks, Access, Uniform Combined State..., Series 66, Customer Service, ThomsonOne, series 3, Microsoft CRM, Alternative Investments, Investments, Social Media, Sales
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelors of Science, Finance
St. Paul's School for Boys
Diploma
David Wilsey's Merrill Lynch Experience September 2014 - December 2014
Job International Market Research Assistant at Massachusetts Export Center
Industry Accounting
Experience
Massachusetts Export Center September 2015 - Present
Emmanuel College May 2014 - Present
Entercom Boston May 2015 - August 2015
Merrill Lynch September 2014 - December 2014
Merrill Lynch April 2014 - August 2014
Hewitt's Garden Center May 2012 - June 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Sales, Research, Social Networking
Education
Emmanuel College 2012 — 2016
Bachelor of Arts (BA), Management and Economics, Senior
Bethlehem Central High School 2008 — 2012
Advanced Regents Diploma
Massachusetts Export Center September 2015 - Present
Emmanuel College May 2014 - Present
Entercom Boston May 2015 - August 2015
Merrill Lynch September 2014 - December 2014
Merrill Lynch April 2014 - August 2014
Hewitt's Garden Center May 2012 - June 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Sales, Research, Social Networking
Education
Emmanuel College 2012 — 2016
Bachelor of Arts (BA), Management and Economics, Senior
Bethlehem Central High School 2008 — 2012
Advanced Regents Diploma
Caroline Crew Caroline Crew's Merrill Lynch Experience June 2012 - January 2013
Job Honors B.A. Economics Graduate of Elon University
Industry Leisure, Travel & Tourism
Experience
Destination Hotels May 2015 - Present
NextEra Energy Resources May 2014 - August 2014
A Mess No More May 2013 - August 2013
Merrill Lynch June 2012 - January 2013
Elon University August 2012 - December 2012
Breezy Point Swim Club May 2009 - September 2010
Skills
Blogging, Wealth Management, Microsoft Excel, InDesign, Financial Advisory, Publications, PowerPoint, Lifeguarding, First Aid, SAP BW, Renewable Energy, Business Management, Public Speaking, Facebook, Management, Program Management, CRM
Education
Elon University 2011 — 2015
Bachelor of Economics, History and Business Management Minors, 3.9
University of Virginia: Semester at Sea Study Abroad 2013 — 2013
Comparative Global Studies, 3.9
Council Rock High School North 2008 — 2011
High School Diploma
Destination Hotels May 2015 - Present
NextEra Energy Resources May 2014 - August 2014
A Mess No More May 2013 - August 2013
Merrill Lynch June 2012 - January 2013
Elon University August 2012 - December 2012
Breezy Point Swim Club May 2009 - September 2010
Skills
Blogging, Wealth Management, Microsoft Excel, InDesign, Financial Advisory, Publications, PowerPoint, Lifeguarding, First Aid, SAP BW, Renewable Energy, Business Management, Public Speaking, Facebook, Management, Program Management, CRM
Education
Elon University 2011 — 2015
Bachelor of Economics, History and Business Management Minors, 3.9
University of Virginia: Semester at Sea Study Abroad 2013 — 2013
Comparative Global Studies, 3.9
Council Rock High School North 2008 — 2011
High School Diploma
David Matz David Matz's Merrill Lynch Experience June 2008 - July 2009
Job Associate at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management March 2015 - Present
Bank of America Merrill Lynch April 2013 - March 2015
Bank of America Merrill Lynch August 2009 - April 2013
Merrill Lynch June 2008 - July 2009
Merrill Lynch June 2007 - August 2007
Skills
Strategic Financial...
Education
Elon University 2004 — 2008
B.S., Business Administration: Finance, Accounting
AQR Capital Management March 2015 - Present
Bank of America Merrill Lynch April 2013 - March 2015
Bank of America Merrill Lynch August 2009 - April 2013
Merrill Lynch June 2008 - July 2009
Merrill Lynch June 2007 - August 2007
Skills
Strategic Financial...
Education
Elon University 2004 — 2008
B.S., Business Administration: Finance, Accounting
Zachary J. Levinson Zachary J. Levinson's Merrill Lynch Experience April 1993 - May 1995
Job Corporate Strategy and Development Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2010 - Present
Goldman Sachs September 2008 - July 2010
RBC May 2000 - January 2007
California Bank & Trust June 1995 - March 2000
Merrill Lynch April 1993 - May 1995
Skills
SWOT analysis, PMO Operations &..., ROI Accountability, Forecasting Models, Results Analysis, P&L Management
Education
Haas School of Business, UC Berkeley 2008 — 2012
PhD, Finance
Eidgenössische Technische Hochschule Zürich 2007 — 2008
MSc, Applied Statistics, Mathematics
Harvard Business School 1990 — 1992
MBA, Financial Reporting and Control, International Economy, Operations Management
Loyola University of Chicago 1988 — 1989
MSA, Accounting, Advanced Studies in Taxation, Integrated Decision Making
Loyola University of Chicago 1984 — 1988
BBA, Accounting
Goldman Sachs July 2010 - Present
Goldman Sachs September 2008 - July 2010
RBC May 2000 - January 2007
California Bank & Trust June 1995 - March 2000
Merrill Lynch April 1993 - May 1995
Skills
SWOT analysis, PMO Operations &..., ROI Accountability, Forecasting Models, Results Analysis, P&L Management
Education
Haas School of Business, UC Berkeley 2008 — 2012
PhD, Finance
Eidgenössische Technische Hochschule Zürich 2007 — 2008
MSc, Applied Statistics, Mathematics
Harvard Business School 1990 — 1992
MBA, Financial Reporting and Control, International Economy, Operations Management
Loyola University of Chicago 1988 — 1989
MSA, Accounting, Advanced Studies in Taxation, Integrated Decision Making
Loyola University of Chicago 1984 — 1988
BBA, Accounting
Briana O'Neil Briana O'Neil's Merrill Lynch Experience June 2008 - August 2008
Job Analyst at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group February 2014 - Present
Cambridge Associates December 2012 - February 2013
Cambridge Associates December 2011 - December 2012
Cambridge Associates March 2011 - December 2011
US Trust July 2010 - March 2011
Elon Business Fellows September 2009 - May 2010
Boston Private Bank June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Bachelor of Science, Major: Business Administration, Finance Concentration Minors: Economics and African American Studies
The Carlyle Group February 2014 - Present
Cambridge Associates December 2012 - February 2013
Cambridge Associates December 2011 - December 2012
Cambridge Associates March 2011 - December 2011
US Trust July 2010 - March 2011
Elon Business Fellows September 2009 - May 2010
Boston Private Bank June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Bachelor of Science, Major: Business Administration, Finance Concentration Minors: Economics and African American Studies
Capt Jerry Proenza Sr's Merrill Lynch Experience April 1991 - July 1999
Job Aviation Safety Inspector, FAA
Industry Government Administration
Experience
Federal Aviation Administration July 2003 - Present
Banyan Air Services, Inc June 2002 - July 2004
Transcontinental USA February 2000 - April 2004
Merrill Lynch April 1991 - July 1999
Eastern Airlines, Inc. March 1988 - January 1991
Skills
Commercial Aviation..., Pilot training and..., Air Carrier Charter..., Aviation Regulations
Education
Embry-Riddle Aeronautical University 1970 — 1975
Aviation
Federal Aviation Administration July 2003 - Present
Banyan Air Services, Inc June 2002 - July 2004
Transcontinental USA February 2000 - April 2004
Merrill Lynch April 1991 - July 1999
Eastern Airlines, Inc. March 1988 - January 1991
Skills
Commercial Aviation..., Pilot training and..., Air Carrier Charter..., Aviation Regulations
Education
Embry-Riddle Aeronautical University 1970 — 1975
Aviation
Kennedy Gachiri's Merrill Lynch Experience August 2013 - February 2014
Job Associate at Centerview Partners
Industry Investment Banking
Experience
Centerview Partners March 2014 - Present
Merrill Lynch August 2013 - February 2014
Cleary Gottlieb Steen & Hamilton LLP September 2012 - August 2013
Dalberg Global Development Advisors January 2009 - September 2009
McKinsey September 2006 - December 2008
Skills
Mergers & Acquisitions, Valuation, Corporate Law, Management Consulting, Financial Modeling, Investment Banking, Private Equity, Emerging Markets, Corporate Finance, Economics, Due Diligence, Analytics, Venture Capital, Corporate Development, Data Analysis, Sub-Saharan Africa, Public Health, Languages, Nursing, Nursing Care
Education
Yale Law School 2009 — 2012
Juris Doctor
University of Pennsylvania - The Wharton School 2001 — 2006
Bachelor of Science (BS) - Economics
University of Pennsylvania 2001 — 2006
Bachelor of Science, Nursing
EMLYON Business School
Summer Abroad (Lyon, France)
Alliance High School
Centerview Partners March 2014 - Present
Merrill Lynch August 2013 - February 2014
Cleary Gottlieb Steen & Hamilton LLP September 2012 - August 2013
Dalberg Global Development Advisors January 2009 - September 2009
McKinsey September 2006 - December 2008
Skills
Mergers & Acquisitions, Valuation, Corporate Law, Management Consulting, Financial Modeling, Investment Banking, Private Equity, Emerging Markets, Corporate Finance, Economics, Due Diligence, Analytics, Venture Capital, Corporate Development, Data Analysis, Sub-Saharan Africa, Public Health, Languages, Nursing, Nursing Care
Education
Yale Law School 2009 — 2012
Juris Doctor
University of Pennsylvania - The Wharton School 2001 — 2006
Bachelor of Science (BS) - Economics
University of Pennsylvania 2001 — 2006
Bachelor of Science, Nursing
EMLYON Business School
Summer Abroad (Lyon, France)
Alliance High School
Ken Jacob's Merrill Lynch Experience 1996 - 2004
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock August 2006 - Present
TD Ameritrade August 2004 - August 2006
Merrill Lynch 1996 - 2004
Skills
Fixed Income, Strategy, Bonds, Team Leadership, Portfolio Management, Presenter, Investments, ETFs, Securities, Series 24, Series 7, Series 63, Separately Managed..., Finance, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Asset Management, Financial Services
Education
Elizabethtown College 1989 — 1993
BlackRock August 2006 - Present
TD Ameritrade August 2004 - August 2006
Merrill Lynch 1996 - 2004
Skills
Fixed Income, Strategy, Bonds, Team Leadership, Portfolio Management, Presenter, Investments, ETFs, Securities, Series 24, Series 7, Series 63, Separately Managed..., Finance, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Asset Management, Financial Services
Education
Elizabethtown College 1989 — 1993
Jake Fauver's Merrill Lynch Experience 2000 - 2002
Job Sr PMO Resolution Planning @ Citi
Industry Financial Services
Experience
Citi Hedge Fund Services North America Inc. April 2007 - Present
Citi March 2006 - Present
Keane 2005 - 2007
SEI Investments 2005 - 2007
Statestreet 1999 - 2005
Princeton Financial Systems 1999 - 2005
Merrill Lynch 2000 - 2002
Skills
Requirements Elicitation, Solution Provider, Staff Mentoring, Hedge Funds, Business Analysis, Alternative Investments, Compliance, User Acceptance Testing, Portfolio Management, Investments, Solution Selling, Requirements Gathering, SDLC, Securities, Derivatives, Outsourcing, Equities, Finance, Financial Services, Fixed Income, Fund Administration, Business Requirements, Middle Office, Mutual Funds, Analysis, Banking, Relationship Management
Education
Rider University 1998 — 2007
MBA, International Business
Embry-Riddle Aeronautical University
Citi Hedge Fund Services North America Inc. April 2007 - Present
Citi March 2006 - Present
Keane 2005 - 2007
SEI Investments 2005 - 2007
Statestreet 1999 - 2005
Princeton Financial Systems 1999 - 2005
Merrill Lynch 2000 - 2002
Skills
Requirements Elicitation, Solution Provider, Staff Mentoring, Hedge Funds, Business Analysis, Alternative Investments, Compliance, User Acceptance Testing, Portfolio Management, Investments, Solution Selling, Requirements Gathering, SDLC, Securities, Derivatives, Outsourcing, Equities, Finance, Financial Services, Fixed Income, Fund Administration, Business Requirements, Middle Office, Mutual Funds, Analysis, Banking, Relationship Management
Education
Rider University 1998 — 2007
MBA, International Business
Embry-Riddle Aeronautical University
John Crenca's Merrill Lynch Experience February 1999 - April 2004
Job General Manager Flik Conference Centers Verizon
Industry Hospitality
Experience
Dolce Hotels & Resorts January 2010 - May 2015
Dolce Hotels & Resorts April 2009 - January 2010
Dolce Hotels & Resorts June 2007 - March 2009
Dolce Hotels & Resorts May 2004 - June 2007
Merrill Lynch February 1999 - April 2004
Merrill Lynch October 1989 - February 1999
Education
Emerson College 1983 — 1985
MA
Rhode Island College 1979 — 1983
B.A., Communications/Film Studies
Dolce Hotels & Resorts January 2010 - May 2015
Dolce Hotels & Resorts April 2009 - January 2010
Dolce Hotels & Resorts June 2007 - March 2009
Dolce Hotels & Resorts May 2004 - June 2007
Merrill Lynch February 1999 - April 2004
Merrill Lynch October 1989 - February 1999
Education
Emerson College 1983 — 1985
MA
Rhode Island College 1979 — 1983
B.A., Communications/Film Studies
Jay Lord's Merrill Lynch Experience January 2006 - May 2007
Job Investment Advisor / President at Lord Investment Group, LLC
Industry Investment Management
Experience
Lord Investment Group, LLC August 2011 - Present
Edward Jones June 2007 - August 2011
Merrill Lynch January 2006 - May 2007
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management, Uniform Combined State..., Securities, IRAs, 401k, 401k Rollovers, Life Insurance, Asset Management, Wealth, Equities, Pensions, Insurance
Education
Embry-Riddle Aeronautical University 2000 — 2004
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
Lord Investment Group, LLC August 2011 - Present
Edward Jones June 2007 - August 2011
Merrill Lynch January 2006 - May 2007
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management, Uniform Combined State..., Securities, IRAs, 401k, 401k Rollovers, Life Insurance, Asset Management, Wealth, Equities, Pensions, Insurance
Education
Embry-Riddle Aeronautical University 2000 — 2004
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
Daniel Lombardi's Merrill Lynch Experience November 2009 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2009 - Present
Skills
Series 7 License ..., Series 24 License..., Series 66 License..., Life and Health..., Mutual Funds, Financial Services, Finance, Financial Advisory, Retirement Planning, Series 7, Asset Management, Customer Service, Securities
Education
Elmhurst College 1994 — 1998
Bachelor of Science Degree, Finance
Merrill Lynch November 2009 - Present
Skills
Series 7 License ..., Series 24 License..., Series 66 License..., Life and Health..., Mutual Funds, Financial Services, Finance, Financial Advisory, Retirement Planning, Series 7, Asset Management, Customer Service, Securities
Education
Elmhurst College 1994 — 1998
Bachelor of Science Degree, Finance
Sarah Person, AINS's Merrill Lynch Experience June 2003 - August 2003
Job Actuarial Support Analyst at Countryway Insurance
Industry Insurance
Experience
Countryway Insurance September 2008 - Present
Actuarial and Technical Solutions, Inc. October 2005 - August 2008
Clelia Ilacqua, DDS PC June 2005 - October 2005
Elmira College September 2003 - June 2005
Actuarial and Technical Solutions, Inc. June 2004 - August 2004
Merrill Lynch June 2003 - August 2003
Diagnostic Products Corporation June 2001 - August 2002
Skills
Property & Casualty..., Actuarial Science, Insurance, Commercial Insurance, Liability, Workers Compensation, Microsoft Excel, Access, Microsoft Office, Microsoft Word, Outlook, General Insurance, Process Improvement, Casualty
Education
Elmira College 2001 — 2005
Bachelor of Science (BS), Mathematics
Stony Brook University 2004 — 2004
Bayley-Ellard 1997 — 2001
H.S. Diploma
Countryway Insurance September 2008 - Present
Actuarial and Technical Solutions, Inc. October 2005 - August 2008
Clelia Ilacqua, DDS PC June 2005 - October 2005
Elmira College September 2003 - June 2005
Actuarial and Technical Solutions, Inc. June 2004 - August 2004
Merrill Lynch June 2003 - August 2003
Diagnostic Products Corporation June 2001 - August 2002
Skills
Property & Casualty..., Actuarial Science, Insurance, Commercial Insurance, Liability, Workers Compensation, Microsoft Excel, Access, Microsoft Office, Microsoft Word, Outlook, General Insurance, Process Improvement, Casualty
Education
Elmira College 2001 — 2005
Bachelor of Science (BS), Mathematics
Stony Brook University 2004 — 2004
Bayley-Ellard 1997 — 2001
H.S. Diploma
Lee, Elif's Merrill Lynch Experience January 2012 - August 2013
Job
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Sabbatical August 2014 - July 2015
Merrill Lynch January 2012 - August 2013
Merrill Lynch January 2011 - August 2013
Merrill Lynch October 2008 - January 2012
Merrill Lynch January 2009 - December 2010
Merrill Lynch January 2006 - December 2008
Merrill Lynch November 1998 - December 2005
Skills
Series 3, Series 7, series 9, series 10, Series 66, Life & Health Insurance..., Alternative Investments, Fixed Income, Asset Allocation, Wealth Management, Mutual Funds, Investment Strategies, Securities, Investment Advisory, Retirement Planning, Uniform Combined State..., FINRA, Executive Management, Practice Management, Business Coaching, Public Speaking, Options Strategies, Investments, Financial Services, Finance, Certified Special Needs..., High Impact..., Wealth Management..., Financial Advisory, Separately Managed..., Equities, Portfolio Management, Bonds, Financial Markets, Strategic Financial..., Hedge Funds, Asset Management, Management Consulting, 401k, Relationship Management, Financial Planning, Nuclear Safety
Education
University of Alaska Anchorage 1995 — 1997
BBA, Finance & Economics, 3.89/4.00
Ege Üniversitesi 1991 — 1994
English
Morgan Stanley July 2015 - Present
Sabbatical August 2014 - July 2015
Merrill Lynch January 2012 - August 2013
Merrill Lynch January 2011 - August 2013
Merrill Lynch October 2008 - January 2012
Merrill Lynch January 2009 - December 2010
Merrill Lynch January 2006 - December 2008
Merrill Lynch November 1998 - December 2005
Skills
Series 3, Series 7, series 9, series 10, Series 66, Life & Health Insurance..., Alternative Investments, Fixed Income, Asset Allocation, Wealth Management, Mutual Funds, Investment Strategies, Securities, Investment Advisory, Retirement Planning, Uniform Combined State..., FINRA, Executive Management, Practice Management, Business Coaching, Public Speaking, Options Strategies, Investments, Financial Services, Finance, Certified Special Needs..., High Impact..., Wealth Management..., Financial Advisory, Separately Managed..., Equities, Portfolio Management, Bonds, Financial Markets, Strategic Financial..., Hedge Funds, Asset Management, Management Consulting, 401k, Relationship Management, Financial Planning, Nuclear Safety
Education
University of Alaska Anchorage 1995 — 1997
BBA, Finance & Economics, 3.89/4.00
Ege Üniversitesi 1991 — 1994
English
Marie Cannon's Merrill Lynch Experience 2008 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2008 - Present
Merrill Lynch 2005 - 2008
Tullett & Tokyo Securities 1992 - 2000
Tatum Securities Inc 1991 - 1992
S G Warburg & Co 1986 - 1990
E F Hutton & Co 1983 - 1986
Skills
Investments, Nonprofits, Repossessions, Fixed Income, Series 63, Equities, Bonds, Finance, Securities, Hedge Funds, Bloomberg, Portfolio Management, Retirement Planning, Derivatives, Asset Management
Education
NYU SCPS 2010 — 2012
Certificate in Fundraising
Emmanuel College 1975 — 1979
BA, Political Science
Merrill Lynch 2008 - Present
Merrill Lynch 2005 - 2008
Tullett & Tokyo Securities 1992 - 2000
Tatum Securities Inc 1991 - 1992
S G Warburg & Co 1986 - 1990
E F Hutton & Co 1983 - 1986
Skills
Investments, Nonprofits, Repossessions, Fixed Income, Series 63, Equities, Bonds, Finance, Securities, Hedge Funds, Bloomberg, Portfolio Management, Retirement Planning, Derivatives, Asset Management
Education
NYU SCPS 2010 — 2012
Certificate in Fundraising
Emmanuel College 1975 — 1979
BA, Political Science
Irene Quan's Merrill Lynch Experience July 2005 - October 2008
Job Assistant Vice President, Finance and Accounting at NXT Capital
Industry Financial Services
Experience
NXT Capital August 2012 - Present
Anderson Fittings November 2008 - August 2012
Merrill Lynch July 2005 - October 2008
Arrow International May 2001 - December 2004
McKonly & Asbury July 1999 - November 2000
Skills
Management, Financial Modeling, Financial Reporting, Financial Analysis, Accounting, Cash Flow, Finance, Cash Management, Corporate Finance
Education
Elizabethtown College 1998 — 1999
BA, Accounting
Keystone College 1995 — 1997
Associate's Degree, Human Services, General
Hung Vuong
NXT Capital August 2012 - Present
Anderson Fittings November 2008 - August 2012
Merrill Lynch July 2005 - October 2008
Arrow International May 2001 - December 2004
McKonly & Asbury July 1999 - November 2000
Skills
Management, Financial Modeling, Financial Reporting, Financial Analysis, Accounting, Cash Flow, Finance, Cash Management, Corporate Finance
Education
Elizabethtown College 1998 — 1999
BA, Accounting
Keystone College 1995 — 1997
Associate's Degree, Human Services, General
Hung Vuong
Summer Matthews's Merrill Lynch Experience August 2010 - February 2013
Job Financial Specialist
Industry Financial Services
Experience
PNC September 2013 - Present
Merrill Lynch August 2010 - February 2013
Wells Fargo August 2010 - June 2011
Wells Fargo Financial May 2010 - August 2010
Talecris June 2009 - February 2010
ARAMARK June 2008 - September 2008
Café Positano June 2007 - August 2007
Skills
Perseverance
Education
Elon University 2006 — 2010
Bachelor's of Science, Business Administration, Management, Marketing, and Entrepreneurship
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Business Administration, Concentrations: Entrepreneurship, Marketing, Management
PNC September 2013 - Present
Merrill Lynch August 2010 - February 2013
Wells Fargo August 2010 - June 2011
Wells Fargo Financial May 2010 - August 2010
Talecris June 2009 - February 2010
ARAMARK June 2008 - September 2008
Café Positano June 2007 - August 2007
Skills
Perseverance
Education
Elon University 2006 — 2010
Bachelor's of Science, Business Administration, Management, Marketing, and Entrepreneurship
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Business Administration, Concentrations: Entrepreneurship, Marketing, Management
Doug Davis, CFA's Merrill Lynch Experience 1990 - March 2001
Job Equity Trading Professional
Industry Financial Services
Experience
Altrushare October 2011 - March 2012
Citi May 2009 - May 2011
BlackRock/Merrill Lynch Investment Managers April 2001 - November 2008
Merrill Lynch 1990 - March 2001
Skills
Equity Trading, Asset Management, Derivatives, Series 7, Program Trading, Best Execution, Equities, Trading, Portfolio Management, Asset Managment, Bloomberg, Futures
Education
Elon University 1986 — 1990
BS, Accounting
Altrushare October 2011 - March 2012
Citi May 2009 - May 2011
BlackRock/Merrill Lynch Investment Managers April 2001 - November 2008
Merrill Lynch 1990 - March 2001
Skills
Equity Trading, Asset Management, Derivatives, Series 7, Program Trading, Best Execution, Equities, Trading, Portfolio Management, Asset Managment, Bloomberg, Futures
Education
Elon University 1986 — 1990
BS, Accounting
Jean Cafazzo Hopkins's Merrill Lynch Experience November 1986 - February 1997
Job Vice President Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 1997 - Present
Merrill Lynch November 1986 - February 1997
Lehman Brothers February 1983 - November 1986
Skills
Wealth Management, Series 7, Investments, Equities, Capital Markets, Series 63, Mutual Funds, Asset Allocation, Finance, Financial Planning
Education
Emmanuel College 1979 — 1983
BA, Math/Business Administration
Morgan Stanley February 1997 - Present
Merrill Lynch November 1986 - February 1997
Lehman Brothers February 1983 - November 1986
Skills
Wealth Management, Series 7, Investments, Equities, Capital Markets, Series 63, Mutual Funds, Asset Allocation, Finance, Financial Planning
Education
Emmanuel College 1979 — 1983
BA, Math/Business Administration
Cameron O'Hala's Merrill Lynch Experience January 2009 - May 2009
Job Regional Vice President of Sales at Voya Financial
Industry Financial Services
Experience
Registered Representative of Voya Financial Partners, LLC April 2014 - Present
ING U.S. September 2013 - April 2014
ING U.S. May 2012 - September 2013
ING U.S. August 2010 - April 2012
Merrill Lynch January 2009 - May 2009
Education
Emmanuel College 2005 — 2009
Management, Business
Registered Representative of Voya Financial Partners, LLC April 2014 - Present
ING U.S. September 2013 - April 2014
ING U.S. May 2012 - September 2013
ING U.S. August 2010 - April 2012
Merrill Lynch January 2009 - May 2009
Education
Emmanuel College 2005 — 2009
Management, Business
Olin Hill, CPA, FRM's Merrill Lynch Experience 2004 - 2005
Job Vice President
Industry Banking
Experience
Lakeside Bank January 2015 - Present
National Republic Bank of Chicago February 2014 - October 2014
BMO Harris Bank October 2010 - February 2014
Harris Bank May 2007 - September 2010
Fifth Third Bank April 2005 - May 2007
Merrill Lynch 2004 - 2005
Kraft Foods 2003 - 2004
Skills
Credit, Loans, Commercial Lending, Commercial Banking, Credit Risk, Banking, Portfolio Management, Credit Analysis, Risk Management, Finance, Financial Risk, Management, Financial Analysis, Underwriting, Financial Modeling, Small Business Lending
Education
Elmhurst College 2000 — 2003
B.S., Finance, Accounting
CFA Institute
Passed Level I of the CFA Program
Lakeside Bank January 2015 - Present
National Republic Bank of Chicago February 2014 - October 2014
BMO Harris Bank October 2010 - February 2014
Harris Bank May 2007 - September 2010
Fifth Third Bank April 2005 - May 2007
Merrill Lynch 2004 - 2005
Kraft Foods 2003 - 2004
Skills
Credit, Loans, Commercial Lending, Commercial Banking, Credit Risk, Banking, Portfolio Management, Credit Analysis, Risk Management, Finance, Financial Risk, Management, Financial Analysis, Underwriting, Financial Modeling, Small Business Lending
Education
Elmhurst College 2000 — 2003
B.S., Finance, Accounting
CFA Institute
Passed Level I of the CFA Program
Pedro Jimenez, CRPC's Merrill Lynch Experience October 2009 - Present
Job Branch Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2009 - Present
Banc of America Investments December 2008 - January 2009
Banc of America Investments December 2000 - December 2008
Quick & Reilly June 1995 - December 2000
Skills
Series 7, Wealth Management, IRAs, Investments, FINRA, Series 63, Mutual Funds, Retirement Planning, Retirement, Series 24, Fixed Annuities, 401k, Investment Management, Life Insurance, Asset Management, Bonds, Series 6, Fixed Income, ETFs, Asset Allocation, Alternative Investments, Wealth Management..., Insurance, Financial Planners, Strategic Financial..., Series 65, Investment Advisory, Financial Advisory, Estate Planning, Securities, Relationship Management, Uniform Combined State..., Equities, Financial Services, Investment Strategies, Portfolio Management, Finance, Financial Risk, High Net Worth..., Wealth, Loans
Education
Embry-Riddle Aeronautical University 1987 — 1992
BS, Business major, Finance minor
Stuyvesant HS
Merrill Lynch October 2009 - Present
Banc of America Investments December 2008 - January 2009
Banc of America Investments December 2000 - December 2008
Quick & Reilly June 1995 - December 2000
Skills
Series 7, Wealth Management, IRAs, Investments, FINRA, Series 63, Mutual Funds, Retirement Planning, Retirement, Series 24, Fixed Annuities, 401k, Investment Management, Life Insurance, Asset Management, Bonds, Series 6, Fixed Income, ETFs, Asset Allocation, Alternative Investments, Wealth Management..., Insurance, Financial Planners, Strategic Financial..., Series 65, Investment Advisory, Financial Advisory, Estate Planning, Securities, Relationship Management, Uniform Combined State..., Equities, Financial Services, Investment Strategies, Portfolio Management, Finance, Financial Risk, High Net Worth..., Wealth, Loans
Education
Embry-Riddle Aeronautical University 1987 — 1992
BS, Business major, Finance minor
Stuyvesant HS
Justin Kilby's Merrill Lynch Experience January 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Polo Ralph Lauren November 2007 - January 2011
Polo Ralph Lauren November 2007 - February 2010
EPES Logistics January 2006 - November 2007
Education
Elon University - Martha and Spencer Love School of Business
MBA
West Virginia Wesleyan College 1998 — 2003
Bus. Admin.
Merrill Lynch January 2011 - Present
Polo Ralph Lauren November 2007 - January 2011
Polo Ralph Lauren November 2007 - February 2010
EPES Logistics January 2006 - November 2007
Education
Elon University - Martha and Spencer Love School of Business
MBA
West Virginia Wesleyan College 1998 — 2003
Bus. Admin.
Francis Foley's Merrill Lynch Experience January 2009 - April 2009
Job Research Grant Specialist
Industry Hospital & Health Care
Experience
Partners HealthCare October 2014 - Present
Partners HealthCare February 2012 - September 2014
Worcester County Sheriff' June 2007 - December 2010
Merrill Lynch January 2009 - April 2009
Skills
Nonprofits, Research, Customer Service, Human Resources, Analysis, Microsoft Excel, Management
Education
Emmanuel College 2005 — 2009
Bachelor of Arts, Management
Partners HealthCare October 2014 - Present
Partners HealthCare February 2012 - September 2014
Worcester County Sheriff' June 2007 - December 2010
Merrill Lynch January 2009 - April 2009
Skills
Nonprofits, Research, Customer Service, Human Resources, Analysis, Microsoft Excel, Management
Education
Emmanuel College 2005 — 2009
Bachelor of Arts, Management
Trina Frierson's Merrill Lynch Experience April 1997 - August 2000
Job Paralegal
Industry Legal Services
Experience
J. Knipper & Company April 2012 - January 2013
Wong Fleming, P.C. October 2010 - April 2011
Fein, Such, Kahn & Shepard, PC May 2005 - July 2005
Herrick, Feinstein LLP August 2002 - May 2005
Merrill Lynch April 1997 - August 2000
Skills
General Administration, Customer Relations, File Management, Microsoft Office, Civil Litigation, Legal Research, Legal Writing, Education Law, Customer Service, Interviews, Courts, Legal Documents
Education
Middlesex County College 2002 — 2010
Certificate, Paralegal
Katharine Gibbs School (Gibbs College) 2000 — 2001
Certificate, Legal Assistant
Elizabeth City State University 1986 — 1994
Bachelor, History
J. Knipper & Company April 2012 - January 2013
Wong Fleming, P.C. October 2010 - April 2011
Fein, Such, Kahn & Shepard, PC May 2005 - July 2005
Herrick, Feinstein LLP August 2002 - May 2005
Merrill Lynch April 1997 - August 2000
Skills
General Administration, Customer Relations, File Management, Microsoft Office, Civil Litigation, Legal Research, Legal Writing, Education Law, Customer Service, Interviews, Courts, Legal Documents
Education
Middlesex County College 2002 — 2010
Certificate, Paralegal
Katharine Gibbs School (Gibbs College) 2000 — 2001
Certificate, Legal Assistant
Elizabeth City State University 1986 — 1994
Bachelor, History
Robert McKearin Jr, CRPC®'s Merrill Lynch Experience May 2015 - Present
Job Director, Regional Sales Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Merrill Lynch September 2011 - April 2015
Skills
Series 7, Series 63, Series 65, Series 6, Wealth Management, Portfolio Management, Investment Advisory, Life
Education
Elon University
Merrill Lynch May 2015 - Present
Merrill Lynch September 2011 - April 2015
Skills
Series 7, Series 63, Series 65, Series 6, Wealth Management, Portfolio Management, Investment Advisory, Life
Education
Elon University
Duran Dismore's Merrill Lynch Experience 2004 - Present
Job Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2004 - Present
Education
Elmhurst College 2000 — 2004
Bachelor of Science, Finance
Merrill Lynch 2004 - Present
Education
Elmhurst College 2000 — 2004
Bachelor of Science, Finance
Brian Pugh's Merrill Lynch Experience September 1998 - Present
Job Vice President, Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 1998 - Present
Skills
Series 7, Investments, Equities, Financial Analysis, Mutual Funds, Asset Managment, FINRA, Series 63, Securities, Banking, Wealth Management, Alternative Investments, Fixed Income, Financial Modeling, Bloomberg, Risk Management, Customer Service, Strategic Planning, Budgets
Education
Villanova University 1997 — 1998
Certificate in Business Administration
Elon University 1994 — 1997
Bachelor of Science (B.S.), Sports Medicine Athletic Training
Merrill Lynch September 1998 - Present
Skills
Series 7, Investments, Equities, Financial Analysis, Mutual Funds, Asset Managment, FINRA, Series 63, Securities, Banking, Wealth Management, Alternative Investments, Fixed Income, Financial Modeling, Bloomberg, Risk Management, Customer Service, Strategic Planning, Budgets
Education
Villanova University 1997 — 1998
Certificate in Business Administration
Elon University 1994 — 1997
Bachelor of Science (B.S.), Sports Medicine Athletic Training
Herbert Nix's Merrill Lynch Experience September 1996 - May 2003
Job Vice President, Financial Advisor at Fulton Financial Advisors
Industry Financial Services
Experience
Fulton Financial Advisors February 2009 - Present
Wachovia Securities LLC May 2003 - February 2009
Merrill Lynch September 1996 - May 2003
Education
Elizabethtown College 1988 — 1992
BS, Finance and Economics
Fulton Financial Advisors February 2009 - Present
Wachovia Securities LLC May 2003 - February 2009
Merrill Lynch September 1996 - May 2003
Education
Elizabethtown College 1988 — 1992
BS, Finance and Economics
Farhad Shahbazian's Merrill Lynch Experience November 1994 - March 2005
Job Owner at Players Sports Bar & Grill
Industry Food & Beverages
Experience
Sports Bar & Grill July 2008 - Present
Gado Gado Restaurant November 2006 - June 2008
Bank of America March 2005 - October 2006
Sodexho Services November 2000 - March 2005
Merrill Lynch November 1994 - March 2005
L&N Seafood Grill July 1989 - August 1994
Venice Restaurant & Jazz Club March 1987 - May 1989
Education
Embry-Riddle Aeronautical University
Master of Business Administration, Aviation
Embry-Riddle Aeronautical University
Bachelor of Science, Aeronautical Studies
Sports Bar & Grill July 2008 - Present
Gado Gado Restaurant November 2006 - June 2008
Bank of America March 2005 - October 2006
Sodexho Services November 2000 - March 2005
Merrill Lynch November 1994 - March 2005
L&N Seafood Grill July 1989 - August 1994
Venice Restaurant & Jazz Club March 1987 - May 1989
Education
Embry-Riddle Aeronautical University
Master of Business Administration, Aviation
Embry-Riddle Aeronautical University
Bachelor of Science, Aeronautical Studies
Christophus Quentin Trotter's Merrill Lynch Experience May 2010 - 2011
Job US Air Force Officer
Industry Military
Experience
United States Air Force June 2013 - Present
United States Air Force May 2012 - May 2013
Merrill Lynch May 2010 - 2011
Skills
Social Media, Microsoft Office, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Advertising, Facebook, Customer Service, Social Media Marketing, Event Planning, Air Force, Communication, Strategic Leadership, Leadership, Teamwork, Time Management, Training, Security Clearance, Organizational..., Program Management, Briefing, Military Training, Leadership Development, Military, Top Secret, Military Experience, Defense, Military Operations, Policy, National Security, Marketing, Event Management, Project Management, Management, Government, Public Speaking, Team Building
Education
Embry-Riddle Aeronautical University 2015 — 2017
MBA, Finance
Howard University 2009 — 2013
Bachelor of Science (BS), Marketing
Howard University 2009 — 2013
Bachelor's degree, Marketing
United States Air Force June 2013 - Present
United States Air Force May 2012 - May 2013
Merrill Lynch May 2010 - 2011
Skills
Social Media, Microsoft Office, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Advertising, Facebook, Customer Service, Social Media Marketing, Event Planning, Air Force, Communication, Strategic Leadership, Leadership, Teamwork, Time Management, Training, Security Clearance, Organizational..., Program Management, Briefing, Military Training, Leadership Development, Military, Top Secret, Military Experience, Defense, Military Operations, Policy, National Security, Marketing, Event Management, Project Management, Management, Government, Public Speaking, Team Building
Education
Embry-Riddle Aeronautical University 2015 — 2017
MBA, Finance
Howard University 2009 — 2013
Bachelor of Science (BS), Marketing
Howard University 2009 — 2013
Bachelor's degree, Marketing
Benjamin Mulinzi's Merrill Lynch Experience January 2009 - December 2009
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Millicom International Cellular (Tigo) February 2012 - Present
Menlo Worldwide January 2010 - February 2012
DHL August 2009 - July 2010
Merrill Lynch January 2009 - December 2009
Xerox May 2008 - August 2008
Skills
Telecommunications, Microsoft SQL Server, Java, JavaScript, Unix, Oracle, Requirements Analysis, XML, Linux, HTML, C++, GSM, SDLC, Software Development, MySQL, C#, Databases, Business Analysis, Logistics & Procurement
Education
Elmhurst College 2006 — 2010
BS, Mathematics
Elmhurst College 2006 — 2010
Mathematics and Computer Science
Millicom International Cellular (Tigo) February 2012 - Present
Menlo Worldwide January 2010 - February 2012
DHL August 2009 - July 2010
Merrill Lynch January 2009 - December 2009
Xerox May 2008 - August 2008
Skills
Telecommunications, Microsoft SQL Server, Java, JavaScript, Unix, Oracle, Requirements Analysis, XML, Linux, HTML, C++, GSM, SDLC, Software Development, MySQL, C#, Databases, Business Analysis, Logistics & Procurement
Education
Elmhurst College 2006 — 2010
BS, Mathematics
Elmhurst College 2006 — 2010
Mathematics and Computer Science
Patricia Cassella's Merrill Lynch Experience November 2013 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Wells Fargo Advisors August 2007 - November 2013
Skills
Series 7, Retirement Planning
Education
State University of New York at Albany 2003 — 2006
Bachelors, Psychology
Elmira College 2001 — 2003
Minor:, Education and Communications
Merrill Lynch November 2013 - Present
Wells Fargo Advisors August 2007 - November 2013
Skills
Series 7, Retirement Planning
Education
State University of New York at Albany 2003 — 2006
Bachelors, Psychology
Elmira College 2001 — 2003
Minor:, Education and Communications
Wilson Gautama's Merrill Lynch Experience July 2012 - August 2013
Job Computer Science & Software Engineering Student at University of Washington
Industry Computer Software
Experience
Edmonds Community College January 2015 - March 2015
Merrill Lynch July 2012 - August 2013
The Greater Tacoma Community Foundation August 2011 - February 2012
ELLIOTT BAY METAL FABRICATING, INC November 2011 - December 2011
PT. RODA MAS BAJA INTI August 2007 - February 2011
PT. INTER PAN PACIFIC FUTURES – Financial Investment October 2006 - December 2006
Skills
Marketing Research, Social Media Marketing, Microsoft Office, Google Analytics, Google Adwords, Google Docs, Microsoft Access, Microsoft DOS, Microsoft Outlook, Turbo Pascal, Adobe Acrobat, Adobe Photoshop, Android, Windows 7, HTML, Java, C++, Computer Science, Software Development, Software Testing
Education
University of Washington 2015 — 2017
Bachelor’s Degree, Computer Science
Edmonds Community College 2014 — 2015
Associate’s Degree, Computer Science, 3.93
Pacific Lutheran University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.7
Seattle University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing, 3.5
Edmonds Community College January 2015 - March 2015
Merrill Lynch July 2012 - August 2013
The Greater Tacoma Community Foundation August 2011 - February 2012
ELLIOTT BAY METAL FABRICATING, INC November 2011 - December 2011
PT. RODA MAS BAJA INTI August 2007 - February 2011
PT. INTER PAN PACIFIC FUTURES – Financial Investment October 2006 - December 2006
Skills
Marketing Research, Social Media Marketing, Microsoft Office, Google Analytics, Google Adwords, Google Docs, Microsoft Access, Microsoft DOS, Microsoft Outlook, Turbo Pascal, Adobe Acrobat, Adobe Photoshop, Android, Windows 7, HTML, Java, C++, Computer Science, Software Development, Software Testing
Education
University of Washington 2015 — 2017
Bachelor’s Degree, Computer Science
Edmonds Community College 2014 — 2015
Associate’s Degree, Computer Science, 3.93
Pacific Lutheran University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.7
Seattle University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing, 3.5
Riley Sieber's Merrill Lynch Experience June 2012 - Present
Job Financial Advisor Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Elon University March 2012 - Present
Bethesda Co-Op May 2011 - September 2011
Suburban Solutions May 2011 - August 2011
Youth Lacrosse Camp June 2009 - August 2009
Skills
Microsoft Office, Organizational..., iMovie, Access, Microsoft Expression, Bloomberg Software
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science, Business Administration - Finance; International Business
Graduate of Walt Whitman High School 2006 — 2010
Merrill Lynch June 2012 - Present
Elon University March 2012 - Present
Bethesda Co-Op May 2011 - September 2011
Suburban Solutions May 2011 - August 2011
Youth Lacrosse Camp June 2009 - August 2009
Skills
Microsoft Office, Organizational..., iMovie, Access, Microsoft Expression, Bloomberg Software
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science, Business Administration - Finance; International Business
Graduate of Walt Whitman High School 2006 — 2010
Beverly Burke's Merrill Lynch Experience January 2006 - Present
Job
Industry Financial Services
Experience
Merrill Lynch January 2006 - Present
Skills
Strategic Planning, Investments, Asset Allocation, Series 63, Retirement Planning, Customer Service, Financial Analysis, Estate Planning, Series 7, Program Management, Wealth Management, Alternative Investments, Mutual Funds
Education
Elon University 1979 — 1983
Bachelor of Science (B.S.), Finance, General
Merrill Lynch January 2006 - Present
Skills
Strategic Planning, Investments, Asset Allocation, Series 63, Retirement Planning, Customer Service, Financial Analysis, Estate Planning, Series 7, Program Management, Wealth Management, Alternative Investments, Mutual Funds
Education
Elon University 1979 — 1983
Bachelor of Science (B.S.), Finance, General
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank