Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
BofA Merrill Lynch February 2008 - Present
Merrill Lynch February 2008 - Present
Merrill Lynch 2008 - January 2015
Morgan Stanley April 1999 - February 2008
Skills
Fixed Income, Securities, Wealth Management..., Wealth Management, Equities, Investment Advisory, Retirement Planning, Structured Finance
Education
University of California, Berkeley 1975 — 1976
Engineerâs Degree, Finance, Graduated
Arizona State University 1968 — 1972
Engineerâs Degree, Mechanical Engineering, Attended ASU 4 yrs before transfering to UCBerkeley to receive degree in Finance
Labrum Wealth Management October 2009 - Present
Smith Barney October 2003 - October 2009
Merrill Lynch November 1998 - November 2003
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Financial Analysis, Financial Modeling, Portfolio Management, Mutual Funds, Risk Management, Retirement, Series 7, Banking, Financial Services, Business Analysis, Insurance, Pensions, Asset Management, Asset Allocation, Investment Advisory, Financial Advisory, Estate Planning, Corporate Finance, Finance, Financial Planning, Mortgage Lending
Education
Arizona State University 1964 — 1969
Bachelor of Science, Management / Finance
Midland Real Estate Alliance March 2012 - Present
Caden Holdings, LLC April 2014 - Present
Vanguard August 2014 - Present
Merrill Lynch January 2013 - January 2014
The Vanguard Group September 2007 - January 2013
Geneva Real Estate and Investments LLC 2006 - 2010
Go Wireless 2003 - 2006
Skills
Series 7, Series 63, Mortgage Lending, Investments, Banking, Series 6, Mortgage, Real Estate, Real Estate Investment, Property Management, First Time Home Buyers, Foreclosures, Sales, Short Sales, Loan Origination, Residential Homes, Selling, Single Family Homes, Loans, Investment Properties, Customer Service, Investors, Management
Education
Arizona State University 2004 — 2007
Bachelor's degree, Business & Sociology
Arizona State University
Perella Weinberg Partners June 2014 - Present
ASU Foundation for A New American University March 2014 - May 2014
STORE Capital September 2013 - December 2013
Merrill Lynch May 2012 - August 2013
Skills
Finance, Financial Modeling, Portfolio Management, Investments, Financial Analysis, Bloomberg, Accounting, Valuation, Investor Relations, Relationship Management, Marketing, Series 7, Corporate Finance, Equities, Economics, Financial Planning, Strategic Financial..., Financial Reporting, Credit Analysis, Microsoft Excel, Client Services, Institutional..., Asset Management, PowerPoint, Teamwork, Leadership
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Science, Finance
AXA Advisors 2012 - Present
Morgan Stanley Wealth Management February 2011 - July 2012
Merrill Lynch August 2008 - December 2010
Skills
Retirement Planning, Investments, Estate Planning, Securities, Wealth Management, Asset Allocation, Insurance, Investment Advisory, Financial Advisory, Financial Planning, Strategic Financial..., Life Insurance, Fixed Annuities, Health Insurance, Disability Insurance, Long Term Care Insurance, Permanent Life Insurance, Variable Annuities, Variable Life, Whole Life
Education
Arizona State University
Bachelor's Degree Of Interdisciplinary Studies, Business Management and Communication
Arizona State University
Business Administration and Management, General
Merrill Lynch February 2014 - Present
Specialty Graphics Supply Inc. January 2014 - Present
The Marquee Theatre August 2012 - February 2014
News Quantified September 2013 - October 2013
VFW Post 1763 June 2011 - August 2013
United States Army March 2001 - March 2010
Skills
Security, Leadership, Team Leadership, Military, Security Clearance, Operational Planning, Training, Military Experience, Military Operations, Government, Team Building, Management, Army, Operations Management, Physical Security, Weapons, Analysis, Crisis Management, Risk Management
Education
Arizona State University 2011 — 2013
Bachelor of Science (BS), Political Science and Government
Arizona State University 2011 — 2013
Minor, Business
Grand Canyon University
Master of Business Administration (M.B.A.), Finance
Charles Schwab September 2011 - Present
Charles Schwab July 2006 - September 2011
Charles Schwab July 1997 - July 2006
Charles Schwab September 1993 - July 1997
Morgan Stanley Smith Barney April 1993 - August 1993
Merrill Lynch October 1989 - April 1993
Skills
Mutual Funds, Options, Series 63, Series 7, Financial Services, Securities, Equities, Investments, Team Building, Portfolio Management, Risk Management, FINRA, Wealth Management, Leadership, Management
Education
Arizona State University 1984 — 1988
BS, Finance
Icon Capital Holdings December 2014 - Present
Merrill Lynch December 2012 - December 2014
Pangea Wealth Management January 2011 - November 2012
Skills
Financial Modeling, Portfolio Management, Equity Trading, Financial Analysis, Financial Planning, Risk Management, Investment Advisory, Alternative Investments, Investment Strategies, Distressed Debt
Education
Arizona State University 2007 — 2011
Bachelor of Applied Science (BASc), Finance, General
Merrill Lynch February 2003 - Present
Merrill Lynch January 1998 - February 2003
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Retirement Planning, Securities, Series 63, Asset Allocation, Portfolio Management, Asset Management
Education
Ocean County College 1996 — 1998
Arizona State University
Technogical Entrepreneurship & Management
Dinan & Company, LLC. December 2014 - Present
Dinan & Company, LLC. September 2006 - Present
Dinan & Company, LLC. May 2006 - December 2014
Dinan & Company, LLC. October 2004 - May 2006
Target February 2004 - May 2004
Honda Element College Program January 2003 - May 2003
Merrill Lynch August 2002 - December 2002
Skills
Investment Banking, Private Equity, Deal Sourcing, M&A experience, Offshoring, Strategy, Mergers, Mergers & Acquisitions, Market Research, Business Strategy, Emerging Markets, Leadership, Management, Competitive Analysis
Education
Thunderbird School of Global Management 2010 — 2013
MBA in Global Management, Graduated with Honors and Distinction.
Arizona State University, W. P. Carey School of Business 2001 — 2004
BS, Economics (Honors)
Sherwood College 1989 — 1999
High School
TriVascular November 2012 - Present
Terumo Medical Corp. - Interventional Systems February 2010 - November 2012
Cook Medical January 2008 - February 2010
Merrill Lynch March 2006 - January 2008
Education
Arizona State University
BS, Business and Mass Comm
Grand Canyon University January 2015 - Present
Hivewyre January 2013 - December 2014
Merrill Lynch 2012 - 2012
Toshiba Business Solutions 2011 - 2012
Bank of America 2009 - 2011
LogistiCare 2008 - 2009
MSA Solutions 2006 - 2008
Skills
Customer Relations, Problem Solving, New Business Development, Customer Service, Microsoft Office, Cold Calling, Salesforce.com, Billing, Sales Process, Team Building, Research, Pricing, Budgeting, Negotiation, Strategic Planning, Operations Management, Customer Satisfaction, Proposal Writing, Marketing Strategy, Public Speaking, Account Management, Sales Management, Direct Sales, Advertising, Budgets, Call Centers, Invoicing, Marketing, B2B, Leadership, Management, Lead Generation, Customer Retention, Social Media Marketing, CRM, Business Development, Online Advertising, Online Marketing, Marketing Communications, Digital Marketing, Sales Operations, Social Networking, Market Research, Email Marketing, PPC, E-commerce
Education
Grand Canyon University 2015 — 2016
Master of Business Administration (MBA)
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Marketing
University of Westminster 2009 — 2009
Business
Seton Catholic High School
High School Diploma
Merrill Lynch July 2015 - Present
Merrill Lynch January 2013 - June 2015
Merrill Lynch September 2011 - January 2013
Bank of America January 2008 - September 2012
Bank of America March 2005 - January 2008
Education
Arizona State University
Bachelor of Science, Marketing
Arizona State University
Communication Minor
Securities & Exchange Commission August 2015 - Present
FINRA Investor Advocacy Clinic August 2015 - Present
Los Angeles County District Attorney's Office - Victim Impact Program May 2015 - August 2015
Counsel to Secure Justice January 2015 - March 2015
Edward Jones June 2011 - July 2014
Merrill Lynch September 2010 - June 2011
Merrill Lynch September 2008 - April 2010
Charles Schwab November 2007 - September 2008
Education
Pepperdine University School of Law 2014 — 2017
Doctor of Law (J.D.), Law
Pepperdine University School of Law 2014 — 2017
Master of Dispute Resolution, Dispute Resolution
Arizona State University 2011 — 2013
B.S., Public Service & Public Policy
University of North Carolina at Charlotte 2002 — 2007
Bachelor of Arts, Communication Studies
The Arizona Group February 2014 - Present
John's Photo Booth Rentals April 2012 - Present
Senior Med Solutions March 2013 - February 2014
Maui Dog April 2010 - January 2012
Acropolis Concrete Related Services February 2002 - March 2010
Infiniti of Santa Monica June 1999 - February 2002
Alpha Engineering Co March 1995 - June 1999
Merrill Lynch December 1991 - January 1995
Lull Corporation June 1980 - September 1991
Skills
Sales, Management, Fundraising, Photography, Sales, Advertising, Event Planning, Trade Shows, Sales Management, Marketing Strategy, Event Management, Corporate Events, Marketing, Customer Service, Social Media Marketing
Education
Arizona State University 1976 — 1980
Business Administration and Management, General
New Trier East High School 1972 — 1976
Arizona State University
General Business Administration
Western Refining October 2013 - Present
Bank of America September 2012 - March 2014
Blackhawk Network April 2012 - October 2013
Amoroso Trading Group LLC June 2011 - April 2012
Arizona Public Service (APS) May 2010 - December 2010
Merrill Lynch May 2008 - October 2008
Capture the Moment Productions, Inc. February 2003 - September 2006
Skills
Portfolio Management, Analysis, Account Reconciliation, Financial Statements, Financial Analysis, SharePoint, Bookkeeping, Microsoft Excel, Visio, Finance, Small Business, PowerPoint, Microsoft Office, Access, Payments, Invoice Verification, SQL, Microstrategy, Data Management, Data Analysis, Month End Close, Period End Closing
Education
Arizona State University 2008 — 2011
Bachelor of Science, Finance
Merrill Lynch 2011 - Present
Arizona State University August 2009 - December 2010
Verizon Wireless November 2006 - July 2009
Skills
Investments, Customer Service, Financial Analysis, Credit, Banking, Insurance, Loans, Series 7, Microsoft Excel, Wealth Management, Analysis, Leadership, Uniform Combined State..., Management, Financial Reporting, Budgets, Portfolio Management, Mutual Funds, Microsoft Office
Education
Arizona State University 2010 — 2012
Bachelor of Business Administration (BBA)
Merrill Lynch October 2014 - Present
Bank of America April 2013 - October 2014
Stonebridge Capital Group Ltd. May 2008 - April 2013
DeVry University October 2009 - May 2011
Maricopa Community Colleges August 2009 - May 2011
Skills
Project Finance, Oil & Gas Industry, Joint Ventures, Energy, Business Development, Capex, Capital for Oil and Gas..., Upstream, E&P, Petroleum, Oil, Energy Industry, Corporate Finance, Investments, Oil/Gas, Private Equity, Mergers & Acquisitions, Due Diligence, Natural Gas, Commodity, Gas, Renewable Energy, Divestitures, Banking, Commodity Markets, Financial Modeling, Financial Services, Trading, Investment Banking, Venture Capital, Management, Finance
Education
Arizona State University
Master of Arts (M.A.), Political theory
Arizona State University 2004 — 2008
Bachelor of Science (B.S.), Political Science and Government
Fisher Investments 2010 - Present
Merrill Lynch 1995 - 2005
Merrill Lynch 1995 - 2005
Skills
Investments, Finance, Financial Services, Asset Management, Leadership, Asset Allocation, Banking, Alternative Investments, Financial Advisory, Mutual Funds, Retirement Planning, Wealth Management
Education
Arizona State University 1979 — 1984
Bachelor of Science (BS), Finance - Investments
Desert Schools Federal Credit Union September 2014 - Present
Merrill Lynch November 2012 - July 2014
CenturyLink July 2011 - November 2012
CenturyLink May 2011 - July 2011
CenturyLink May 2008 - May 2011
CenturyLink January 2008 - May 2008
Skills
Management, Leadership, Communication Skills, Keen Listener, Analytical Skills, Data Analysis, Project Management, Business Process..., Strategic Planning, Root Cause Problem..., Timely Decision Making, Development Of Employees, Highly Effective Teams, Sales Management, Emotional Intelligence, Conflict Management, Change Management, Sales, Employee Engagement, Teamwork, Client Focus, Consultative Sales..., Negotiation, Presentations, Closing Business, Investment Strategies, Portfolio Management, Financial Analysis, Risk Management, Variance Analysis, Account Management, Operations Management, Salesforce.com, Six Sigma, KPI Reports, Databases, High Achiever, Trusting Relationships, Integrity, Business Analysis, Relationship Management, Retention Strategies, Trend Analysis, Collaborative Problem..., Bilingual-English/Spanis..., Series 66, Life Insurance, Series 7, Finance, CRM
Education
Arizona State University 2015 — 2017
Applied Business Data Analytics
University of Phoenix 2011 — 2012
Bachelor of Science (BS), Business Administration and Management
The University of Texas at El Paso 1993 — 1995
General Studies
Mountain View High School - El Paso, Texas
High School
High Impact Presentations 1990 - Present
High Impact Presentations 1986 - December 2010
Merrill Lynch 2003 - 2007
MPI 1990 - 2007
Skills
Public Speaking, Leadership Development, Coaching, Training, Executive Coaching, Corporate Events, Marketing, Sales, Email, Sales Presentations, Value Based Selling, Event Management, Marketing Strategy, Competitive Analysis, Social Media, Organizational..., Sales Process, Customer Satisfaction, Sales Management, New Business Development, Selling Skills, Entrepreneurship, Management, Employee Training, Recruiting, Business Development, Trade Shows, Leadership, Strategy, Motivational Speaking, Team Leadership, Contract Negotiation, Team Building, Marketing Communications, Time Management, Small Business, Social Networking, Event Planning, Lead Generation, Proposal Writing, Account Management, Online Marketing, Public Relations, Hospitality, Strategic Partnerships, Fundraising, Meeting Planning, B2B, Budgets, Social Media Marketing
Education
Arizona State University
MC, Masters of Counseling
Fellowship sponsored by University of California at Berkeley
Fellowship - English
Merrill Lynch June 2012 - Present
UBS June 2008 - June 2012
Morgan Stanley June 2006 - June 2008
American Arbitration Association June 2001 - June 2006
Skills
Management, Research, Sales, Leadership, Training, Process Improvement, Wealth Management, Investments, Finance, Cash Management, Credit, Customer Service, Estate Planning, Event Planning, Financial Services, Investment Strategies, Marketing, Public Speaking, Retirement, Social Media, Social Media Marketing, Social Networking
Education
Arizona State University
Business Administration
Cole Capital August 2013 - Present
Walton International Group March 2013 - August 2013
Vanguard August 2010 - March 2013
ING Funds October 2009 - August 2010
Arizona State University August 2004 - May 2009
ING Funds June 2008 - July 2008
Merrill Lynch July 2007 - August 2007
Skills
Series 63, Series 7, Uniform Combined State..., Mutual Funds, Bloomberg, Fixed Income, Investments, Equities, Financial Modeling, FINRA, Asset Managment, Derivatives, Financial Analysis, Private Equity, Investment Advisory, Asset Allocation, Analysis, Securities, Alternative Investments, Investment Strategies, 401k, Strategic Financial..., Portfolio Management, Wealth Management, Asset Management, Investment Management
Education
Arizona State University 2004 — 2009
Bachelors of Science Economics, Political Science, International Business
Arizona State University - W. P. Carey School of Business 2004 — 2009
Economics, Political Science, International Business
Detroit Catholic Central HS 2000 — 2004
Robert W. Baird & Co. April 2014 - Present
Merrill Lynch August 2013 - April 2014
Walker Financial, LLC April 2007 - August 2013
Education
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor's degree, Business
Schwartz Mabry Private Wealth Advisory, LLC 2009 - Present
Wells Fargo Advisors 2009 - Present
Morgan Stanley Wealth Management 2005 - 2009
Merrill Lynch 1999 - 2005
Skills
Investment planning, Financial Advice, Management, Wealth Management, Retirement Planning, Asset Management, Investment Strategies
Education
Arizona State University 1992 — 1997
Bachelor of Arts (BA), Sport Psychology
Northern Trust Corporation June 2014 - Present
Endure it! Sports February 2005 - Present
William Blair & Company August 1999 - January 2005
Merrill Lynch October 1994 - August 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, HTML, Public Speaking, Budgets, Strategic Planning, Team Building, Marketing Strategy, Sales, Marketing, Sales Management, Strategy
Education
Arizona State University 1987 — 1991
Bachelor of Science (BS)
MGM Resorts International September 2014 - Present
MGM Resorts International June 2013 - Present
Merrill Lynch December 2011 - May 2012
MGM Resorts International April 2011 - August 2011
Skills
Economics, Financial Analysis, Microsoft Excel, PowerPoint, Access, Microsoft Word, Teamwork, Event Planning, Data Analysis, Microsoft Office, Time Management, Leadership, Statistics, Public Speaking, Social Media
Education
Arizona State University 2009 — 2013
Bachelor of Science, Accounting and International Business
De Rito Partners January 2012 - Present
Amberwood Homes January 2003 - December 2011
Merrill Lynch January 1996 - December 2002
Skills
Commercial Real Estate, Real Estate Transactions, Real Estate, Investment Properties, Leases, Sales, Real Estate Development, Tenant, Brokerage, Landlords, Location Intelligence, Lease Administration, Shopping Centers, Tenant Representation, Lease Negotiations, Commercial Leasing, Buyer Representation, Seller Representation, Asset Management, Real Estate Marketing, Negotiation, Corporate Real Estate, Disposition
Education
Arizona State University
Seton Hall Prep
LandCorp Property Maintenance I, Inc. August 2009 - Present
LandCorp Property Maintenance 2007 - 2014
E2B: Education to Business with an Child Care Company May 2010 - August 2010
LandCorp Property Maintenance I, Inc. March 2007 - August 2009
Jobing March 2009 - July 2009
Merrill Lynch March 2006 - July 2006
Skills
Customer Service, Salesforce.com, Account Management, Social Media Marketing, Management, Sales, Sales Management, Sales Process, Marketing, Direct Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, Masters of General Business Administration
Arizona State University 2003 — 2007
Bachelors Degree, Interdisciplinary Studies; Business and Psychology
GED Testing Service, LLC March 2011 - Present
GED Testing Service 2008 - May 2011
US ED. 2004 - 2011
Maryland State Department of Education 1999 - 2008
Amerix October 1998 - September 1999
Amerix October 1996 - September 1998
National Credit Counseling Services - Amerix February 1995 - September 1996
Alexander & Alexander July 1992 - February 1995
Merrill Lynch 1987 - 1992
Deloitte 1979 - 1981
Skills
Leadership, Program Evaluation, Strategic Planning, Public Speaking, E-Learning, Testing, Program Management, Human Resources, Instructional Design, Research, Educational Technology, Leadership Development, Business Strategy, Higher Education, Strategic Partnerships, Staff Development, Curriculum Development, Research Design, Management, Project Management, Team Building, Business Development, Statistics, Training, Product Management, Curriculum Design, Nonprofits, Data Analysis, Education, Grant Writing, Program Development
Education
Capella University 2009 — 2015
ABD - PhD Degree Program, Adult and Postsecondary Education
Capella University 2009 — 2012
Master of Science (M.S.), Higher Education
UCLA Anderson School of Management 1981 — 1983
MBA, Finance & Marketing
Arizona State University 1975 — 1978
BS, Accounting
Wheat Ridge High School 1972 — 1975
High School Diploma
Northern Arizona University August 1997 - Present
Counselor, Private Practice January 1997 - Present
Merrill Lynch August 1984 - August 1988
Northern Trust May 1974 - May 1984
English Teacher January 1900 - December 1900
Skills
University Professor, Artist, Creative Writer, Fire Lookout, Poet, Counselor, Life Coach, Librarian, Computer Wonk, Master Gardener, Photographer, Web Master, Public Speaking, Teaching, Stress Management, Program Management, Creative Writing, Leadership Development, Research
Education
Arizona State University 1990 — 1995
Ph.D., Counseling Psychology
Arizona State University 1988 — 1990
MA, Counseling
Northern Arizona University 1900 — 1900
B.S.Educ., English Literature
American Express OwnerUnder Pressure H20 Roof & Exterior CleaningMay 2009 - Present
Martells SeaBreeze (Tiki) February 2002 - September 2011
Pershing April 2007 - May 2009
AIG March 2006 - December 2006
Merrill Lynch September 2002 - December 2005
Skills
Financial Statements, Management, QuickBooks, Managerial Finance, Public Speaking, Budgets, Team Building, Strategic Planning, Leadership, Sales Management, Financial Analysis, Customer Service, Finance, Social Media, Sales
Education
Arizona State University
Madison Healthplex April 2014 - Present
Merrill Lynch July 2008 - Present
Racquet Club at Cypress Lake August 2012 - April 2014
The Veritas School August 1999 - May 2008
Merrill Lynch September 1982 - October 1989
Skills
Series 7, Uniform Combined State..., Wealth Management, Retirement Planning, Estate Planning, Investments, Strategic Financial..., Insurance, Financial Analysis, Investment Advisory, Asset Allocation, Risk Management, Investment Strategies, Financial Planning
Education
Arizona State University 1978 — 1982
Bachelor of Science (B.S.), Finance
Tolleson Union High school
Independence University April 2014 - Present
Tumbleweed Center for Youth Development December 2012 - April 2014
University of Southern California August 2012 - March 2014
Charles Schwab March 2011 - July 2012
Merrill Lynch November 2008 - February 2011
Comerica Bank November 2007 - October 2008
JPMorgan Chase October 2004 - November 2007
Charles Schwab January 2000 - December 2004
Canyon Capital, LLC December 1995 - January 2000
Northern Arizona Grand Adventures October 1991 - November 1994
Skills
Long-term Care, Finance, Banking, Public Speaking, Group Therapy, Counseling Psychology, Program Development, Human Resources, Career Counseling, Case Managment, Community Outreach, Case Management, Employee Training, Mental Health, Psychotherapy, Leadership, Team Building, Nonprofits
Education
USC 2012 — 2014
Master of Social Work (MSW), Mental Health Counseling/Counselor
Colorado Technical University 2009 — 2010
Master of Business Administration (MBA), Social and Environmental Sustainability
Arizona State University 1995 — 1999
Bachelor of Science (BS), Psychology
Visa June 2013 - Present
Hammond Global Services July 2011 - June 2013
LesConcierges January 2010 - July 2011
Great Spa Escapes & Club TeeTime July 2008 - July 2009
iSeatz.com July 2007 - June 2008
Merrill Lynch March 2005 - July 2007
The Leading Hotels of the World August 2004 - March 2005
American Express, Establishment Services June 2000 - July 2004
Office Depot 1999 - 2000
Office Depot 1999 - 2000
Skills
Marketing Strategy, Leadership, Partnership Marketing, Analytics, Integrated Marketing, E-commerce, Marketing, Strategic Planning, Strategic Partnerships, Business Strategy, Digital Marketing, CRM, Entrepreneurship, Cross-functional Team..., Sales Management, Management, Business Development, Business Planning, Strategy, Product Management, Account Management, Budgets, B2B, Sales, Project Management, Product Development, New Business Development, Program Management, Competitive Analysis, Training, Business Process..., Contract Negotiation, Selling, Executive Management, Consulting, P&L Management, Project Planning, Start-ups, Market Planning, Retail, Product Marketing, Financial Services, Management Consulting, Market Research
Education
Arizona State University 1993 — 1994
University of New Hampshire-Manchester
Western International University
Source Capital Funding, Inc. January 2013 - Present
Town Hall Capital January 2011 - January 2014
Castle Peak Capital Advisors, LLC May 2008 - January 2011
Merrill Lynch October 2005 - May 2008
Wells Fargo May 2001 - September 2005
Chicago Mercantile Exchange September 1997 - April 2001
Skills
Alternative Investments, Hedge Funds, Series 7, Trading, Hard Money Lending, Private Banking, Private Lending, Private Equity, Mortgage Underwriting, Investment Strategies, Portfolio Management, Asset Managment, Investments, Series 63, Banking, Funding, Asset Management, Fixed Income, Asset Allocation, Loans, Hard Money Loans, Private Money, Mortgage Lending, Finance
Education
Arizona State University 1992 — 1997
Bachelor of Science (B.S.), Finance
Benilde-St. Margaret's High School 1988 — 1992
Merrill Lynch April 1998 - Present
Pinnacle West Capital Corporation April 1985 - February 1998
Skills
Coaching, Valuation, Investments, Private Equity, Finance, Leadership Development
Education
Arizona State University, W. P. Carey School of Business 1984 — 1985
Master of Business Administration (MBA), Finance and Financial Management Services
Arizona State University 1980 — 1983
Bachelor of Applied Science (B.A.Sc.), Justice Studies
Caliber Home Loans May 2014 - Present
Caliber Home Loans January 2013 - May 2014
Merrill Lynch June 2012 - December 2012
101 West Commercial Advisors January 2011 - May 2012
American Cancer Society - Relay For Life December 2011 - April 2012
Arizona State University August 2011 - December 2011
Skills
Forecasting, PowerPoint, Finance, Financial Services, Pricing, Risk Management, Financial Analysis, Microsoft Excel, Trading, Banking
Education
Arizona State University 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Economics
University of Texas Permian Basin 2009 — 2010
Estrella Mountain Community College 2007 — 2009
Associate's Degree
Wells Fargo Home Mortgage January 2013 - Present
Merrill Lynch October 2011 - Present
Vanguard August 2009 - February 2011
Charles Schwab December 1995 - July 2002
Skills
Human Resources, Talent Acquisition, Strategic Planning, Marketing, Sales
Education
Arizona State University 1992 — 1995
BA, Psychology
Fifth Third Bank December 2014 - Present
FirstMerit Bank January 2011 - December 2014
Comerica Bank October 2005 - December 2010
Citizens Bank - Flint January 2004 - October 2005
Merrill Lynch April 1994 - November 2003
Skills
Wealth Management, Estate Planning, High Net Worth..., Investments, Financial Services, Banking, Financial Advisory, Investment Advisory, Retirement Planning, Portfolio Management, Finance, Wealth, Mutual Funds, Trust Services, Asset Allocation, Series 7, Credit Analysis, Relationship Management
Education
Arizona State University 1985 — 1989
Finance / Economics
ISG August 2015 - Present
National SIU May 2013 - July 2015
Aon Hewitt September 2012 - February 2013
Northwestern Mutual May 2012 - June 2012
Merrill Lynch June 2008 - August 2008
Vernon Area Public Library District January 2005 - August 2007
Skills
Workers' Compensation..., Surveillance, Claim Investigation, Private Investigations, Insurance Fraud, Employee Benefits, Background Checks, Management, Workers Compensation, Insurance, Property & Casualty..., Time Management, Commercial Insurance, Investments, System Administration, Professional Liability, Legal Liability, Data Analysis, Corporate Fraud..., Work Ethic, Efficiency, Employment Practices..., Casualty Claims, Fraud Claims, Fraud Detection, Criminal Investigations, Crime Scene..., Special Investigations, Life Insurance, Disability Insurance, Claims Resolution, Teamwork, Team Management, Communication, Business Strategy, Office Administration, Benefits Administration, Creative Strategy, Business Intelligence, Online Research, Professional..., Delegation, Mathematics, Sports, Sports Statistics, Fantasy Football, Data Entry, Data Mining, Claims Management, Liability
Education
Arizona State University 2007 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General, B
Stevenson High School 2003 — 2007
High School, A-
Celgene June 2014 - Present
Banner MD Anderson Cancer Center October 2012 - June 2014
The Critical Path Institute August 2011 - December 2011
Merrill Lynch May 2011 - August 2011
University of Arizona Foundation July 2009 - February 2011
Education
Arizona State University 2012 — 2013
Master of Science (M.S.), Regulatory Science and Health Safety
University of Arizona 2008 — 2011
Bachelor of Science (B.S.), Molecular and Cellular Biology
Tapad May 2015 - Present
Tapad July 2013 - Present
Adap.tv (Acquired by AOL) April 2013 - July 2013
Adap.tv (Acquired by AOL) April 2012 - April 2013
Saatchi & Saatchi July 2011 - April 2012
Saatchi & Saatchi April 2010 - July 2011
Wells Fargo Financial June 2009 - March 2010
Financial Times June 2008 - August 2008
Merrill Lynch January 2008 - May 2008
Skills
DoubleClick, Marketing, Market Research, Advertising, Salesforce.com, Competitive Analysis, Digital Media, Media Planning, Optimizations, Account Management, Online Advertising, Optimization, SEO, Integrated Marketing, SEM, Facebook, Mobile Marketing, Strategy, Marketing Strategy, Online Marketing, Digital Strategy, Digital Marketing, comScore, Media Buying, Analytics, New Media
Education
University of Southern California 2006 — 2009
Annenberg School for Communications, B.A. in Communications, Marshall School of Business, Minor in Marketing
University of Southern California 2007 — 2008
Vice President of Philanthropy, Pi Beta Phi Sorority
Arizona State University 2005 — 2006
Merrill Lynch July 2013 - Present
Grand Canyon University-Ken Blanchard College of Business January 2012 - May 2013
USAA February 2008 - January 2012
Bank of America March 2004 - January 2008
Skills
Strategic Financial..., Series 7, Microsoft Excel, QuickBooks, Excel QM, Microsoft Office, AAMS, CRPC, Series 66, AZ life and Health, Financial Analysis, Series 9, Series 10, Wealth Management
Education
Grand Canyon University 2011 — 2012
Masters of Business Administration
College for Financial Planning 2009 — 2011
CFP Professional Education Program, Financial Planning
Arizona State University 2003 — 2006
B.S, Justice Studies/Business Management
Randstad June 2015 - Present
Calton & Associates, Inc. May 2003 - July 2014
Fox & Company Investments 1990 - 2003
Merrill Lynch 1987 - 1990
Skills
Series 7, Investment Advisory, Bonds, Investments, Municipal Bonds, Equities, Portfolio Management, Wealth Management, Securities, Asset Management, Mutual Funds, Series 24, Series 65, Series 4 - Registered...
Education
Arizona State University 1980 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
Morgan Stanley July 2015 - Present
Morgan Stanley October 2010 - Present
Merrill Lynch August 2007 - September 2010
National Bank of Arizona August 2001 - August 2007
Skills
Commercial Lending, Commercial Banking, Private Banking, Real Estate Financing, Securities Lending, Wealth Management, Commercial Real Estate, Treasury Management, Mortgage Lending, Investment Banking, Mergers, Risk Management, Financial Analysis, Credit Analysis, Credit, Underwriting, Business Development, Relationship Marketing, Sales Management, Management, Series 7, Series 66, Series 79, Financial Advisory, High Net Worth..., Cash Management, Banking, Mergers & Acquisitions, Finance, Loans, Series 63, Financial Structuring, Portfolio Management, Investments
Education
Arizona State University, W. P. Carey School of Business
MBA, Finance
Arizona State University
BS, Finance
Merrill Lynch January 2002 - Present
Skills
Asset Allocation, Series 7, Investment Advisory, Alternative Investments, Wealth Management, Investments, Retirement Planning, Fixed Income, Series 63, Equities, Investment Strategies, Strategic Financial..., Mutual Funds, Options, Estate Planning, Securities, Asset Managment, Fixed Annuities, Hedge Funds, Risk Management, 401k, Asset Management, Banking, Portfolio Management
Education
Western Michigan University - Haworth College of Business 1999 — 2001
MBA, Finance
Arizona State University 1996 — 1999
Bachelor, Industrial Engineering
Western Michigan University 1994 — 1995
Industrial Engineering
Kalamazoo College 1991 — 1993
n/a, Engineering
Gobbles High School
Gobbles High School
Women Presidents Organization January 2011 - Present
Mark Kamin & Associates, Inc. October 1997 - Present
Women Presidents Organization 2011 - 2011
Dearborn & Creggs 2009 - 2010
Cherish Our Children International 2000 - 2009
Landmark Education 1994 - 2006
AdvantEdge Technologies February 1991 - October 1997
Lloyd FIckett & Associates 1987 - 1991
Merrill Lynch 1981 - 1985
Skills
Leadership Development, Communication Skills, Executive Coaching, Performance Improvement, Facilitator, Integrity Management, Team Building, Profit Maximization, Management Consulting, Executive Development, Business Coaching, Change Management, Organizational..., Management Development, Organizational..., Personal Development, Culture Change, Training, Management, Employee Training, Project Management, Program Management, Strategic Planning, Nonprofits, Business Strategy, Strategy, Small Business, Consulting, Career Development, Entrepreneurship, Marketing Strategy, Employee Engagement, Staff Development, Business Development, Conflict Resolution, Start-ups, 360 Feedback, Cross-functional Team..., Team Leadership, Organizational Design, Performance Management, Business Planning, Talent Management, Coaching
Education
Arizona State University 1970 — 1984
Xavier 1964 — 1968
Wagner Wealth Management 2011 - Present
Goodrum Consulting LLC 2003 - 2011
Cambiar Investors 1996 - 2003
Merrill Lynch 1991 - 1996
Education
University of Colorado 1992 — 1994
MS, Marketing
Arizona State University 1987 — 1990
BS, Finance
Watts Gwilliam May 2004 - Present
Merrill Lynch April 1999 - May 2004
Skills
Mutual Funds, Capital Markets, Options, Wealth Management, Equities, Portfolio Management, Investments, Strategy, Finance, Investment Advisory, Management, Asset Management, Alternative Investments, Investment Strategies, Asset Allocation, Hedge Funds, Investment Management, Technical Analysis
Education
Arizona State University - W. P. Carey School of Business 1995 — 1999
Finance
Arizona State University
Gumbs + Partners December 2001 - Present
Phillips Oppenheim August 1997 - November 2001
Sara Lee 1995 - 1997
Merrill Lynch 1991 - 1995
Skills
Non-profits, Capacity Building, Recruiting, Executive Search, Human Rights, Social Justice, Philanthropy, Program Development, Grant Writing, Grants, Community Outreach, Public Speaking, Civil Rights, Organizational..., Community Development, Strategic Planning, Nonprofits, Proposal Writing, Event Planning, Program Management, Charities, Event Management, NGOs, Leadership Development, Community Organizing, Policy, Spanish, Corporate Social..., Strategic Communications, Staff Development, Volunteer Management, Fundraising, Public Relations
Education
Arizona State University 1987 — 1989
MA, Intercultural Communication
Rutgers University-New Brunswick 1983 — 1987
BA, Intercultural and International Communication
Your Source Financial August 2009 - Present
Capital Wealth Management July 2007 - August 2009
First Financial Equities August 2005 - July 2007
Merrill Lynch June 2000 - January 2005
Arizona Theatre Company January 1995 - June 2000
Assistant Director/Production Coordinator 1982 - 1995
Eglevsky Ballet 1982 - 1982
Cleveland Ballet 1981 - 1982
Education
University of Arizona 1978 — 1980
Arizona State University 1972 — 1977
BA Ed, Theatre
Crosswind Strategies 2005 - Present
Wachovia Securities, LLC 2000 - 2005
Merrill Lynch 1996 - 2000
Sextant Corporation 1990 - 1996
Remanco Systems, Inc. 1986 - 1990
ICL/Fujitsu North America 1986 - 1990
Pfizer 1976 - 1981
IBM 1965 - 1976
Education
Arizona State University
MBA
College for Financial Planning
CFP, Certified Financial Planner
University of Colorado Boulder
B.S., Electrical Engineering
Morgan Stanley Smith Barney June 2001 - Present
Merrill Lynch August 1987 - June 2001
Merrill Lynch August 1987 - June 2001
Skills
Comprehensive Wealth..., Investment Management, Estate Planning, Series 7, Wealth Management..., Asset Allocation, Wealth Management, Hedge Funds, Alternative Investments, Securities, Series 63, Investments, Investment Strategies, Investment Advisory, Mutual Funds
Education
Arizona State University 1982 — 1985
Bachelors, Accounting and Finance
Arizona State University 1982 — 1985
BS, Accounting and Finance
ALPS, A DST Company September 2015 - Present
Merrill Lynch October 2013 - July 2015
Merrill Lynch April 2013 - October 2013
Merrill Lynch May 2012 - April 2013
Skills
Portfolio Management, Microsoft Office, Forecasting, Microsoft Excel, Analytical Skills, Consultative Sales, Management, SQL, Financial Analysis, Event Management, Wealth Management, Customer Service, Eviews, Financial Advisory, Leadership, Financial Services, Equities, Accounting, Regulatory Compliance, Sales, Finance, Financial Planning, Retirement Planning, Investments, Mutual Funds
Education
Creighton University's Heider College of Business 2015 — 2016
Master of Business Administration (MBA)
Creighton University's Heider College of Business 2013 — 2015
Master of Investment Management and Financial Analysis
Arizona State University
Bachelor of Science (B.S.), Economics
Arizona State University
Bachelor of Science (B.S.), Political Science
Merrill Edge May 2015 - Present
Merrill Lynch July 2013 - December 2014
Merrill Lynch February 2012 - May 2013
Verus Research May 2010 - February 2012
MPC America October 2005 - February 2008
Rich Products (via Aerotek Scientific) September 2003 - July 2005
Skills
Series 7, Uniform Combined State..., Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Series 63, 401k Rollovers, Retirement, Saving for Education, Mutual Funds, Series 65, Bonds, Investments, Equities, Financial Advisory, Alternative Investments, Banking
Education
Arizona State University 2009 — 2011
Master of Business Administration (MBA), Financial Management and Markets
Grove City College 1998 — 2003
Bachelor of Science (BS), Biochemistry
Merrill Lynch October 2013 - Present
Vanguard April 2011 - October 2013
Vanguard January 2010 - April 2011
Vanguard August 2009 - December 2009
Vanguard January 2005 - August 2009
City of Philadelphia January 2002 - February 2005
Education
Villanova University 2005 — 2010
Master of Business Administration (MBA), Finance, General
Arizona State University 1996 — 1999
Bachelor of Science (BS), Aviation/Airway Management and Operations
Zenefits December 2014 - April 2015
Google March 2013 - December 2014
Wildfire Interactive, Inc. (Acquired by: Google, Inc.) August 2010 - February 2013
BioForm Medical, Inc. (Nasdaq: BFRM) (Acquired by: Merz Pharma GmbH & Co. KGaA) December 2008 - August 2010
Ernst & Young LLP January 2005 - December 2008
The Travelers Companies (NYSE: TRV) 2001 - 2004
Merrill Lynch 2000 - 2000
Education
Arizona State University, W. P. Carey School of Business 1997 — 2001
B.S., Accounting & Business Management
Premier Access Dental and Vision (Acquired by Guardian) December 2013 - Present
Kaiser Permanente April 2012 - November 2013
Discount Golf October 1999 - April 2012
Washington Management Group December 2007 - October 2008
Merrill Lynch September 2006 - December 2007
Morgan Stanley July 2005 - September 2006
Universal Music Group August 2005 - April 2006
Twentieth Century Fox September 2000 - January 2005
Sony Pictures Entertainment April 1999 - September 2000
New Line Cinema May 1997 - June 1998
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Managerial Finance, Financial Risk, Consultants, Management Consulting, Contract Negotiation, Strategic Consulting, Film, Construction, Investment Advisory, Financial Advisory, Business Advisory, Corporate Advisory, Entrepreneurship, Client, Client Development, Client Counseling, Client Representation, Client Education, Client Liaison, Helping Clients Succeed, Supervision, Supervising, Staff Supervision, Supervisory Experience, Personnel Supervision, Account Management, Change Management, Sales Management, Management, Project Management, Government, Government Contracting, Government Procurement, Federal Government, State Government, Sales, Sales Presentations, Forecasting, Financial Modeling
Education
Baylor University - Hankamer School of Business
MBA, International Finance and Marketing
University of London
Study Abroad, International Business
Arizona State University - W. P. Carey School of Business
BS, Business Management
Bayada Nurses September 2008 - January 2010
Merrill Lynch March 2008 - September 2008
Oasis Outsourcing February 2007 - July 2007
Copy Request February 2005 - February 2007
American DataMed June 2001 - January 2005
Arizona Thunder August 2000 - December 2000
Skills
Customer Service, Sales, Microsoft Office, Leadership, Public Speaking, Troubleshooting, Interviews, Payroll, Training
Education
Arizona State University 1998 — 2001
Bachelors, Interdisciplinary Studies
Mercer County Community College 1995 — 1998
Associates, Media Communications
North Brunswick Twsp High School 1989 — 1993
Intel Corporation June 2014 - Present
Merrill Lynch June 2013 - April 2014
Charles Schwab June 2012 - June 2013
SAIC April 2011 - February 2012
United States Marine Corps April 2006 - April 2011
Skills
Intelligence, Intelligence Analysis, Leadership, Training, Risk Management, Finance, Military Experience, Analysis, Government, Operational Planning, Equities, Information Security, Risk Analysis, Internal Controls, Revenue Recognition, Financial Risk..., Information Assurance, CompTIA, Mentoring, Process Control
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Master of Business Administration (MBA), International Finance and Supply Chain Management
Wayland Baptist University 2010 — 2012
BA, Indonesian Language Studies
Military Training 2006 — 2007
WHU - Otto Beisheim Graduate School of Management
Morgan Stanley June 2013 - Present
Merrill Lynch February 2011 - June 2013
Merrill Lynch March 2010 - February 2011
Bank of America 2004 - 2008
Skills
Wealth Management, Series 7, Credit, Liquidity, Debt, Banking, Cash Management, Mortgage, Series 63, Asset Management, Series 6, Loan Origination, Mortgage Lending, Private Banking, Deposits, Underwriting, Credit Cards, FINRA, Private Wealth..., Customer Relations, Referrals, Loans, Portfolio Management, Retirement, Wealth Management..., Investments, Finance
Education
Arizona State University, W. P. Carey School of Business 1998 — 2002
Finance
Lincoln Financial Advisors May 2014 - Present
AXA Advisors March 2007 - May 2014
Merrill Lynch October 2005 - May 2006
Morgan Stanley March 2002 - October 2005
Education
Arizona State University 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Finance, General
University of Missouri-Kansas City 1996 — 1998
T. Gray Utility Co. April 2015 - Present
Standard Cement Materials, Inc September 2012 - April 2015
T. Gray Utility Co., LLC July 2006 - August 2012
Standard Cement Materials, Inc. December 2001 - July 2006
Merrill Lynch January 2000 - December 2001
Skills
Contract Negotiation, Business Strategy, Business Development, New Business Development, Sales Management, Account Management, Strategic Financial..., Sales, Construction Management, Purchasing, Strategic Planning, Contract Management, Budgets, Negotiation, Construction, Project Management, Project Planning, Team Building, Contractors, Project Estimation, Engineering, Sales Operations, Marketing Strategy
Education
Benchmark Petroleum Institute 2014 — 2014
International Association of Drilling Contractors, RigPass - Offshore & Onshore Drilling Endorsement
NASSCO, Inc. 2013 — 2013
Pipeline Assessment Certification Program, Pipeline Inspection
Arizona State University 1997 — 2001
BA, Business and World Economics
Maybe Creek High School 1991 — 1995
Graduate Certificate
Merrill Lynch August 2004 - Present
Merrill Lynch January 2000 - July 2004
Skills
Series 7, Series 63, Series 65, Wealth Management, Separately Managed..., Alternative Investments, Municipal Bonds, ETFs, Retirement Planning
Education
Regis University 1992 — 1994
MBA, International Business
Arizona State University 1986 — 1990
BS, Finance
Hamilton Financial - Strategic Consulting & Value Investing April 2011 - Present
Shoe Metro August 2011 - Present
Sheila's Select, LLC 2012 - 2013
Eduro Healthcare, LLC July 2011 - September 2012
Batterii December 2011 - May 2012
Mutual of Omaha Bank October 2007 - June 2011
University of San Diego January 2009 - April 2011
Merrill Lynch February 2005 - October 2007
Wells Fargo Bank April 1999 - January 2005
Skills
Financial Analysis, Investments, Portfolio Management, Due Diligence, Mergers, Financial Modeling, Corporate Finance, Strategic Financial..., Valuation, Private Equity, Risk Management, Finance, Strategic Planning, Equities, Banking, Venture Capital, Asset Managment, Accounting, Loans, Financial Reporting, Mergers & Acquisitions, Business Development, Executive Management, Business Planning, Corporate Governance, Leadership, Credit, Analysis, Investment Banking, Strategy, Cash Flow, Budgets, Management, Business Strategy, Small Business, Start-ups, Acquisitions, Corporate Development, Internal Controls, Management Consulting, Restructuring, Managerial Finance, Financial Services, Securities, Business Valuation, Entrepreneurship
Education
Columbia University - Columbia Business School 2005 — 2007
Master of Business Administration (MBA), Finance
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2007
MBA, Finance
Berkeley-Columbia Joint Program 2005 — 2007
MBA, Finance
Arizona State University 1992 — 1995
BS, Physics
University of California, San Diego 2008 — 2009
Accounting Certificate, Accounting
Bank of America Merrill Lynch January 2011 - Present
UBS Investment Bank June 2010 - August 2010
UBS Financial Services October 2009 - May 2010
Student Investment Management Fund May 2009 - May 2010
Merrill Lynch May 2009 - August 2009
Wells Fargo April 2008 - May 2009
City of Tempe August 2006 - December 2006
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
B.Sc, Finance, Accountancy
Merrill Lynch January 2015 - Present
Lenox Advisors September 2009 - January 2015
New York Life June 2008 - September 2009
Allstate Insurance March 2000 - June 2008
Skills
Retirement Planning, Wealth Management, Insurance, Disability Insurance, Employee Benefits, Strategic Financial..., Estate Planning, Asset Management, Strategic Planning, Long-term Care, Business Planning, Asset Managment, Buy-sell Agreements, Life Insurance, Executive Pay, Executive Benefits, Buy/Sell Funding, Key Man Insurance, Long Term Care, Financial Planning, Key Person Insurance
Education
Arizona State University 1993 — 1997
St. Ignatius 1989 — 1993
Paulson Investment Company, LLC July 2015 - Present
Windy City Financial Holdings June 2014 - July 2015
Gryfon Advisors, LLC April 2013 - July 2015
Gentry Capital Advisors July 2012 - April 2013
Advanced Equities November 2009 - June 2012
Zacks Investment Research 2007 - 2008
Elite Mortgage Concepts of Southwest Florida 2004 - 2007
Azure Adventures 2002 - 2006
Merrill Lynch 1999 - 2004
Skills
Private Equity, Venture Capital, Alternative Investments, Investment Banking, Hedge Funds, Equities, Valuation, Investments, Private Placements, Financial Advisory, Start-ups, Securities, Capital, Financial Services, Capital Raising, Financial Structuring, Growth Capital, Entrepreneurship, Finance, Fixed Income, Real Estate, New Business Development, Cleantech, Due Diligence, Corporate Development, Credit, Wealth Management, Debt, Solar Energy, Biofuels, Wind Power, Fuel Cells, Electric Vehicles, Semiconductor Industry, Angel Investing, Strategic Partnerships
Education
University of Illinois at Urbana-Champaign 1993 — 1996
Bachelor of Arts, History, Political Science
University of Illinois Springfield 1996 — 1998
Master of Arts, History
Arizona State University 1991 — 1994
hinsdale central 1988 — 1991
Masimo May 2015 - Present
Enterprise Rent-A-Car October 2010 - February 2015
Job Brokers Inc. May 2010 - October 2010
BestIT May 2009 - April 2010
Wells Fargo Bank September 2008 - April 2009
Princeston Resorts Group June 2006 - May 2008
Merrill Lynch February 2007 - December 2007
Skills
Account Management, Technical Recruiting, Business Relationship..., Business Development, Marketing, Sales Management, Leadership, Interviews, Team Building, Sourcing, Strategic Planning, Relationship Building, Business to Business..., Customer Service, Cold Calling, Sales
Education
Arizona State University 2002 — 2007
Bachelor of Arts, Communications
Broadridge June 2014 - June 2015
LA Fitness May 2014 - August 2014
Merrill Edge April 2013 - November 2013
Charles Schwab September 2012 - March 2013
Charles Schwab July 2011 - September 2012
Merrill Lynch June 2009 - August 2009
Vector Marketing June 2008 - August 2008
Skills
Sales, Customer Service, Research, Leadership, Direct Sales, Financial Analysis, Social Media, Finance, Fitness Training, Human Anatomy, Cardiac Rhythm..., Accounting, Trading
Education
Arrhythmia Technologies Institute 2015 — 2016
Cardiac Medical Devices
Arizona State University 2008 — 2010
Bachelors, Finance + Accounting
Monmouth University 2006 — 2008
Finance
American Funds July 2013 - Present
American Funds April 2011 - September 2013
GET Phoenix Young Professionals February 2010 - February 2011
First Command Financial Planning February 2010 - January 2011
American Valet March 2007 - March 2010
Merrill Lynch June 2008 - August 2008
UBS June 2007 - August 2007
Skills
Security Analysis, Inside Sales, Financial Planning, Strategic Financial..., Asset Allocation, Financial Advisory, Investments, Mutual Funds, Retirement Planning, Social Media, Wealth Management
Education
Arizona State University 2005 — 2009
BS, Global Business: Financial Management
Alternative Core Solutions September 2010 - Present
Octavus Group, LLC. April 2005 - September 2010
RBC March 2000 - April 2005
ING March 1999 - April 2000
Alliance Capital Asset Management Limited January 1998 - March 1999
SunAmerica January 1997 - January 1998
Merrill Lynch January 1996 - January 1997
Edward Jones September 1992 - January 1996
Skills
Mutual Funds, Wealth Management, Alternative Investments, Investments, Asset Management, Asset Managment, Series 7, Investment Strategies, Asset Allocation, Investment Advisory, Investment Management, Retirement Planning, Hedge Funds, Wealth Management..., Financial Services, Equities, Private Equity
Education
Arizona State University 1988 — 1993
B.S., Pre-Law, Political Science
Arizona State University
Fisher Investments April 2015 - Present
Arizona Army National Guard June 2014 - Present
Merrill Lynch January 2014 - April 2015
Arizona Army National Guard January 2014 - June 2014
Z'Tejas Southwestern Grill June 2010 - January 2014
US Army August 2009 - December 2013
Carrabba's Italian Grill January 2007 - June 2009
Skills
Leadership, Military Training, Organizational..., Microsoft Office, Security Clearance, Critical Thinking, Interpersonal..., International Economics, Army, Customer Service, Analysis, Regression Analysis, Foreign Languages, Economics, Management, Microsoft Excel, Sales, Team Building, Intelligence, Public Speaking, Interpersonal Leadership, Game Theory, Public Policy, Personnel Supervision, Military Logistics, Leadership Development, Microsoft Word, Risk Management, Military Experience, Military, Team Leadership, PowerPoint, Investments, Military Operations, Financial Analysis, Social Networking, Time Management, Strategic Planning, Economic Behavior, Multi Tasking, Benefit Cost Analysis, Forecasting, Social Media, Finance, Research, Government, Operations Management
Education
Arizona State University 2009 — 2013
BS, Economics
Arizona State University 2009 — 2013
Bachelor of Science (B.S.), Economics
Merrill Lynch April 2014 - Present
Bank of America July 2013 - April 2014
Bank of America November 2011 - August 2013
Skills
Customer Service, Sales, Operations Management, Microsoft Word, Microsoft Office, Microsoft Excel, Facilities Management, PowerPoint, Budgets, Outlook, Team Building, Strategic Planning, Contract Management, Administrative..., Project Management, Negotiation, Salesforce.com, Financial Reporting, Wealth Management, Leadership Development, Cross-functional Team..., Action Plan Development, Financial Planning
Education
Central Washington University 2010 — 2011
Bachelors, Psychology
Arizona State University 2008 — 2009
Psychology, Religion
Merrill Lynch August 2014 - Present
Education
Arizona State University
Bachelor’s Degree, Business Management
Epic Perspectives August 2014 - Present
Whole Foods Market April 2014 - August 2014
Merrill Lynch March 2012 - September 2013
Bank of America April 2011 - February 2012
Bank of America 2009 - 2011
Bank of America December 2007 - 2009
Bank of America 2005 - 2007
Skills
Series 7, Investments, Wealth Management, Financial Services, Portfolio Management, Banking, Mutual Funds, Retirement Planning, Finance, Financial Analysis, Customer Service, Securities, Credit, Microsoft Office, Financial Planning, Management, Attention to Detail, HR Policies, HR Consulting, Human Resources, Scheduling, Professional Services, Communication, Executive Coaching, Financial Regulation, Policy, Procedure Development, Quality Auditing, Performance Planning, Payroll, Salesforce.com..., Administrative..., Executive..., Skilled Multi-tasker, Financial Goals, Exceed Sales Goals, Client Expectations..., Client Relations, Client Services, Client Development, Client Liaison, Client Education, Client Counseling, Client Billing, Microsoft Word, Microsoft Excel, Microsoft SQL Server, Windows
Education
Arizona State University 2004 — 2005
General Studies
Rio Salado College
Business
Scottsdale Community College
Business
Merrill Lynch 1995 - Present
Skills
Credit, Financial Analysis, Estate Planning, Wealth Management, Investments, Retirement Planning, Qualified Retirement..., College Savings Plans, 401k Rollovers, Asset Management, Asset Based Lending, Strategic Financial..., Small Business, Retirement, Customer Service, Financial Planning, Public Speaking, Team Building, Leadership
Education
Arizona State University
Bachelor's degree, Finance, General
Merrill Lynch January 2014 - Present
DriveTime July 2013 - March 2014
Skills
Finance, Sales, PowerPoint, Investments, Financial Risk, Banking, Credit, Insurance, Loans, Store Management
Education
Arizona State University 2012 — 2013
W.P. Carey School of Business, Legal Studies, General
Chandler/Gilbert Community College
Charles Schwab February 2012 - Present
Merrill Lynch April 2011 - March 2012
Bank of America September 2008 - March 2011
Bank of America March 2007 - September 2008
Bank of America May 2005 - March 2007
Bank of America August 2003 - May 2005
GameStop October 2001 - June 2003
Skills
Call Center, Banking, Customer Service, Customer Relations, Problem Solving, Data Entry, Customer Satisfaction, Outlook, Excel, Compliance, Word, PowerPoint, Microsoft Office, Sales, Call Centers, Management, Analysis
Education
Arizona State University 1997 — 2001
Bachelor of Arts, English, English Literature
WebSoft August 2004 - Present
Federal Express October 2005 - September 2008
Synergem October 2002 - May 2004
Merrill Lynch January 2001 - October 2002
Education
Arizona State University 1992 — 1993
N/A, Communications, Music
Raritan Valley Community College 1989 — 1992
A.A., Communications, Music
BT Global Services March 2014 - April 2015
GSD Supplier and Sourcing, Hewlett-Packard October 2010 - February 2014
World Wide Procurement, Dell October 2009 - October 2010
World Wide Procurement, Dell February 2008 - October 2009
Americas Enterprise Logistics, Dell February 2003 - February 2008
JPMorgan Chase October 2000 - September 2001
Merrill Lynch July 1999 - September 2000
93rd Air Refueling Squadron, FAFB, WA, USAF June 1995 - June 1999
Skills
Supply Management, Supply Chain, Supply Strategy, Supply Purchasing, Six Sigma, Purchasing, Negotiation, Logistics, Air Freight, Service Logistics, Strategic Sourcing, Supply Chain Management, Pricing, Outsourcing, Cross-functional Team..., Sourcing, Procurement, Process Improvement, Management, Program Management
Education
Arizona State University
Bachelor of Science (B.S.), Supply Chain Management
Michigan State University
Bachelor of Science (B.S.), Mathematics
CCS Presentation Systems January 2013 - Present
OdysseyWare, Inc. October 2009 - December 2011
Merrill Lynch February 2007 - July 2009
Fountain Hills Unified School District August 1998 - August 2007
Tom Tom Traders August 1993 - December 1999
Clear Channel Communications December 1997 - August 1998
The Improv June 1995 - May 1996
Marlboro Animal Hospital June 1990 - August 1993
Skills
Curriculum Design, Public Speaking, Instructional Design, E-Learning, Leadership, Program Management, K-12, Educational Technology, New Business Development, Needs Analysis, Training, Sales, Higher Education, Staff Development, Team Building, Leadership Development, Blended Learning, Direct Sales, Instructional Technology, Technology Integration, Account Management, Adult Education, Curriculum Development, Distance Learning, Coaching, Strategic Planning, Teaching
Education
The American College 2007 — 2008
Financial Planning and Services
Northern Arizona University 2002 — 2006
Master of Education (M.Ed.), Educational/Instructional Technology
Arizona State University 1993 — 1997
Elementary Education, Elementary Education and Teaching
Merrill Lynch March 2000 - Present
Skills
Investments, Portfolio Management, Asset Management, Alternative Investments, Fixed Income, Hedge Funds, Equities, Wealth Management, Valuation, Financial Services, Asset Allocation, Securities, Mutual Funds, Financial Analysis, Financial Advisory
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
M.B.A., Finance
Arizona State University - W. P. Carey School of Business 1989 — 1993
B.S., Finance
Waste Empowered, LLC July 2013 - Present
Ivis Technologies August 2012 - July 2013
Merrill Lynch December 1998 - April 2012
Merrill Lynch May 2009 - July 2011
Merrill Lynch January 2009 - May 2009
Skills
Finance, Strategic Financial..., Investments, Insurance, Risk Management, Credit, Financial Analysis, Entrepreneurship, Management, New Business Development, Negotiation, Asset Management, Process Improvement, Strategic Planning, Operations Management, Business Strategy, Portfolio Management, Strategy, Business Development, Executive Management, Management Consulting, Start-ups, Due Diligence, Financial Modeling, Business Planning, Corporate Finance, Leadership, Financial Planning
Education
Thunderbird School of Global Management 2012 — 2014
Master of Business Administration (M.B.A.)
Wharton School, University of Pennsylvania 2007 — 2007
Certified Investment Analyst (CIMA®) certification, Finance, General
Arizona State University 1994 — 1998
Bachelor of Science (BS), Finance, General
Corona del Sol 1990 — 1994
U.S. Trust, Bank of America Private Wealth Management December 2013 - Present
Certified Fiduciary Services, Inc. December 2012 - December 2013
US Trust, Bank of America Private Wealth Management March 2008 - May 2011
Northern Trust May 2006 - August 2007
Merrill Lynch September 2003 - May 2006
Merrill Lynch Trust Company August 1998 - September 2003
Sole Practitioner January 1989 - January 1998
Skills
Wealth Management, Estate Planning, Asset Managment, Wealth Management..., Trust Services, High Net Worth..., Private Banking, Trusts
Education
Brigham Young University 1976 — 1979
Juris Doctor, Law
Arizona State University 1974 — 1976
Bachelor of Arts (B.A.), Psychology
Caesars Entertainment March 2010 - Present
Daniel J Smith Real Estate, Inc October 2004 - March 2010
Merrill Lynch January 2003 - December 2003
Education
Arizona State University 1999 — 2003
Bachelor of Science, Economics
Precision Advisors Group 2004 - Present
Landmarc Capital and Investment June 2007 - August 2008
Piper Jaffray 2001 - 2004
Principal Financial Securities 1998 - 2001
Paine Webber 1994 - 1998
Prudential Securities 1991 - 1994
Merrill Lynch 1987 - 1991
Skills
Private Equity, Alternative Investments, Real Estate, Financial Analysis, Investments, Venture Capital, Business Strategy, New Business Development, Fundraising, Investment Banking, Management Consulting, Entrepreneurship, Corporate Development, Mergers & Acquisitions, Capital, Start-ups, Commercial Real Estate, Executive Management, Investment Management, Finance, Capital Markets, Funding, Asset Allocation, Mutual Funds, Asset Management, Investor Relations, Financial Advisory, Investment Strategies, Due Diligence, Financial Structuring, Portfolio Management, Hedge Funds, Valuation, Equities, Strategic Financial..., Emerging Markets, Securities, Structured Finance, IPO, Investment Advisory, Institutional..., Bonds, Equity Research, Trading, Series 7, ETFs, Financial Services, Financial Planning, Financial Modeling
Education
Arizona State University, W. P. Carey School of Business 1983 — 1985
BS, Finance
Hong Kong International School 1977 — 1980
HS Diploma, General
Philips 2014 - Present
Philips 2013 - Present
Barbara Corcoran Venture Partners 2012 - 2013
Thomson Reuters June 2012 - August 2012
Southwest Marketing August 2005 - December 2011
Green Oil, LLC January 2007 - September 2008
Merrill Lynch July 2003 - January 2005
Skills
Competitive Analysis, Business Analysis, Market Analysis, Marketing Strategy, Business Strategy, Qualitative Research, Market Research, Account Management, Product Development, PowerPoint, Microsoft Excel, Business Development, Management Consulting, Social Media, Marketing, Data Analysis, Sales, Analytics, Strategic Planning, Finance, Strategy, Management, Financial Modeling, Business Planning, Entrepreneurship, Product Management, Cross-functional Team...
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Strategy and Marketing
Arizona State University - W. P. Carey School of Business 2001 — 2004
Bachelor of Science (B.S.), Marketing, cum laude
Abbot Downing June 2013 - Present
Ameriprise Financial Services, Inc. March 2011 - June 2013
Willis May 2010 - March 2011
Bank of America September 2009 - April 2010
Merrill Lynch February 2008 - September 2009
LEI Financial March 2008 - June 2008
THE MECHANICS BANK June 2005 - August 2005
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Cold Calling, Sales, Mortgage Lending, Investments, Financial Analysis, Strategic Financial..., Budgets, Account Management, Management, Marketing, Insurance, Risk Management
Education
Arizona State University 2004 — 2008
BA, Psychology
Arizona Wilderness Brewing Company February 2014 - Present
Upward Projects December 2012 - February 2014
High Tide Seafood Restaurant 2014 - 2014
High Tide Seafood Restaurant 2014 - 2014
High Tide Seafood Restaurant 2014 - 2014
Yelp July 2012 - December 2012
The Shanty August 2009 - June 2012
Merrill Lynch August 2010 - May 2011
City of Surprise May 2007 - August 2010
Skills
Microsoft Office, Photoshop, Management, Asset Managment, Business, Leadership, Windows
Education
Arizona State University 2015 — 2018
Master of Architecture (M.Arch.), Architecture
University of Arizona 2006 — 2010
Interdisciplinary Studies, Biology, General, 3.51
Rural/Metro Corporation June 2015 - Present
Merrill Lynch December 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. October 2012 - Present
City of Phoenix May 2012 - August 2012
Skills
Microsoft Office, Customer Service, Management, Public Speaking, Microsoft Excel, Research, Databases, Event Planning, Hospitality, Microsoft Word, Portfolio Management, Working With Children, Investment Strategies, Market Intelligence, Pro Forma Development, Arbitrage, Derivatives Trading, VBA, Business Intelligence, Marketing Strategy
Education
Arizona State University 2014 — 2016
Bachelor of Science (BS), Finance, 3.75 GPA
Desert Vista High School 2009 — 2013
4.33 GPA
Lend Lease Investment Management - Catalyst Lend Lease 2008 - 2011
Lend Lease January 2004 - 2008
Actus Lend Lease June 2000 - December 2003
Merrill Lynch 1997 - 1998
Skills
Project Finance, Financial Modeling, Public-private..., Real Estate Development, Risk Management, Negotiation, Deal Execution, PFI, Due Diligence, Renewable Energy, Finance, Public/private..., Financial Analysis, Contract Management, Analysis, Asset Management, Commercial Real Estate, Management, Portfolio Management, Project Management, Contract Negotiation, Credit, Feasibility Studies, Valuation, Project Bidding, Managerial Finance, Corporate Finance, Mergers & Acquisitions
Education
London Business School 2009 — 2011
MBA
Columbia University - Columbia Business School 2007 — 2008
Executive Education
Arizona State University 1996 — 2000
BS
Caliber Home Loans February 2015 - Present
OldRepublicHomeProtectionCo 2009 - January 2015
HomeSmart 2009 - 2009
Equity Methods April 2007 - August 2008
Merrill Lynch Equity Methods April 2007 - August 2008
Merrill Lynch 2007 - 2008
Old Republic Home Protection October 1999 - March 2007
Skills
Blogging, Short Sales, Investment Properties, First Time Home Buyers, Foreclosures, REO, Sellers, Account Management, Brokerage, Business Development, Communication Skills, Customer Retention, Customer Service, Customer Satisfaction, Leadership, Marketing Communications, Budgets, Training, Sales Management, Selling, Referrals, Sales, Strategic Planning, New Business Development, Buyer Representation, FHA, Team Building, Commercial Real Estate, Investors, Real Estate Transactions, Real Estate, Residential Homes, Property, Marketing, Property Management, Investments, Single Family Homes, Managerial, Management, Contract Negotiation, Listings, Cold Calling, Negotiation, Residential Mortgages, Public Speaking, Marketing Strategy
Education
Arizona State University 1988 — 1991
Bachelor's degree, Marketing
Arizona State University 1988 — 1991
BS Marketing, Marketing
DK Sports Financial January 2004 - Present
Kemper Investments January 1994 - January 2004
Merrill Lynch January 1990 - January 1994
E F Hutton January 1983 - January 1990
Skills
Managerial Finance, Strategic Planning, Public Speaking, Customer Service, Marketing, Finance, Event Management, Investments
Education
Arizona State University 1986 — 1988
WRA October 2013 - Present
DTL Ventures, Inc. 2003 - Present
Fiesta Bowl 2003 - Present
Phoenix Arcadia Rotary December 1997 - Present
Driver Advisors August 2003 - June 2013
Avior Group January 2005 - December 2008
Valley Leadership September 2007 - May 2008
Six Sigma Academy March 2000 - January 2003
Merrill Lynch October 1988 - March 2000
Skills
Strategic Planning, Leadership, Process Improvement, Coaching, Marketing Strategy, Business Strategy, Management Consulting, Business Development, Six Sigma, Team Building, Strategy, Management, Operations Management, Leadership Development, Training, Budgets, Contract Negotiation, New Business Development, Start-ups, Business Planning, Entrepreneurship, Small Business, Marketing, Sales, Fundraising, Mergers & Acquisitions, Program Management, Negotiation, Public Speaking, Event Management, Business Process..., Team Leadership, Analysis, Change Management, Financial Analysis
Education
Arizona State University, W. P. Carey School of Business 2002 — 2004
MBA, Business Administration and Management, General
College for Financial Planning
CFP
Arizona State University 1984 — 1988
BS, Finance
Alhambra HS 1980 — 1984
Merrill Lynch June 2008 - Present
Bear Stearns 2005 - 2008
Broker Source Mortgage 2003 - 2005
Pacific Republic Mortgage 2001 - 2003
Skills
Series 7, series 66, series 24, Series 24, Loans, Wealth Management, Banking, Credit Analysis, Credit, Alternative Investments, Due Diligence, Financial Advisory, Customer Service, Strategic Planning, Management
Education
Arizona State University 1997 — 2001
Finance, Finance
Counsel Mortgage Group, LLC January 2015 - Present
Geneva Financial LLC January 2011 - January 2015
Sterling Home Mortgage May 2008 - January 2011
Windsor Capital Mortgage May 2006 - May 2008
Spectrum Financial Group 2004 - 2006
Merrill Lynch January 2002 - January 2004
Skills
Loans, USDA, Investment Properties, Real Estate, First Time Home Buyers, FHA
Education
Arizona State University 1989 — 1992
Bachelor of Science (BS)
Merrill Edge March 2015 - Present
Merrill Edge August 2014 - March 2015
Merrill Lynch November 2012 - August 2014
Bank of America Merrill Lynch October 2009 - January 2013
Bank Of America October 2009 - October 2010
Wells Fargo Home Mortgage March 2009 - October 2009
AdonNetwork.com January 2008 - November 2008
Maricopa Mortgage March 2006 - January 2008
NationsChoice Mortgage March 1994 - March 2006
TB Lead Resources March 1997 - July 2004
Skills
Mortgage, NMLS, Securities, Wealth Management, Series 7, Relationship Management, Series 63, Banking, Financial Services, Cash Management, Credit, Mortgage Banking, Loans, Mortgage Lending, Finance, Investments, Sales
Education
Arizona State University 1986 — 1991
B.S., Political Science
MFS Investment Management March 2010 - Present
AmTrust Bank July 2009 - February 2010
ING February 2006 - March 2009
Westin Hotels November 2002 - February 2006
Merrill Lynch April 2000 - June 2002
Skills
Mutual Funds, Separately Managed..., Client Seminars, Business Development, Investment Strategies, Client Acquisition, Series 6, Series 63
Education
Arizona State University
J.P. Morgan March 2015 - Present
JP Morgan March 2010 - February 2015
CapitalStar Systems July 2008 - April 2010
Merrill Lynch October 2005 - June 2008
Celtel Uganda Ltd. Trading as Zain Uganda May 2004 - August 2004
Citibank May 2002 - August 2002
Education
Stevens Institute of Technology 2007 — 2009
MSIS, Information Management and Finance
Arizona State University 2001 — 2005
Bachelor of Science (B.S.), Electrical Engineering
Merrill Lynch October 2006 - Present
Education
Arizona State University 1994 — 1996
Wells Fargo Advisors, LLC April 2009 - Present
UBS Wealth Management May 2001 - April 2009
Merrill Lynch June 1998 - May 2001
Skills
Asset Allocation, Retirement Planning, Corporate Retirement..., ERISA, Investment Advisory, Series 7, Investments, Portfolio Management
Education
Arizona State University
Bachelor of Science (B.S.), Finance
Newedge 2008 - 2012
UBS 2006 - 2008
Merrill Lynch 2000 - 2006
FIMAT USA 1999 - 2000
MF Global 1996 - 1999
Lind Waldock 1995 - 1996
Lind Waldock 1994 - 1995
Skills
Investments, Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Credit, Wealth Management, Securities
Education
Arizona State University 1987 — 1991
Bachelor's degree, Agribusiness/Agricultural Business Operations
CBOT Commodities Institute
Series 3 Registered
Series 7 Registered
Bank of America January 2009 - Present
Merrill Lynch January 2006 - January 2009
Merrill Lynch August 2003 - January 2006
Merrill Lynch June 2001 - August 2003
Skills
Capital Markets, Equities, Financial Modeling, Fixed Income, Investment Banking, Valuation, Credit
Education
Arizona State University 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Call Realty July 2003 - Present
Merrill Lynch 1990 - 2001
Skills
Customer Service, Negotiation, Relocation, Real Estate, First Time Home Buyers, Residential Homes, Sellers, Short Sales
Education
Arizona State University 1948 — 1962
Gila Jr College
Bachelor of Business Administration (B.B.A.)
Merrill Lynch September 2007 - Present
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Saving for Education, Asset Allocation, Series 63, Mutual Funds, 401k Rollovers, Retirement, Investment Strategies, Investments, Series 65, Strategic Financial...
Education
Arizona State University 2002 — 2006
Merrill Edge April 2013 - Present
Hebberd-Kulow Ent. September 2001 - December 2012
Merrill Lynch June 2012 - November 2012
Arizona Farms May 2001 - September 2001
Okayama Daianji High School July 1998 - July 2000
Skills
Sales Management, Account Management, Budgeting, Product Sales, Employee Management, Project Planning, Strategic Communications, Logistics, Customer Relations, Public Speaking, Series 7, Budgets, Sales, Business Development, Entrepreneurship, Leadership, CRM, Customer Service, Management, Negotiation, Finance, Strategic Planning, Financial Services
Education
Arizona State University 1995 — 1998
BA, Communication
Merrill Lynch Mortgage Loan OriginatorFifth Third BancorpAugust 2004 - December 2007
Fifth Third Bank 2006 - 2007
Fifth Third Bancorp 2004 - 2007
Arizona State University August 2000 - May 2004
Education
Arizona State University 2000 — 2004
Dublin Coffman 1996 — 2000
Stifel Financial Corp. May 2014 - July 2015
MassMutual Financial Group September 2013 - May 2014
Roberts and Ryan Investments Inc. September 2012 - September 2013
Merrill Lynch April 2008 - May 2011
Skills
Financial Analysis, Alternative Investments, Risk Management, compliance, Bank Secrecy Act, Anti Money Laundering, Supervisory Skills, Series 24, Municipal Bonds, General Securities..., Complaint Management, Client Contact, Internal Audit, New Account Opening, Securities Regulation, File Review, Suitability Analysis, Regulatory Requirements, Regulatory Documentation, Regulatory Agencies
Education
Arizona State University
Bachelor of Science (B.S.), Economics
Arizona State University
Bachelor of Arts (B.A.), Spanish
Creighton University
Master's degree, Securities Analysis and Portfolio Management
Goldman Sachs February 2014 - Present
Goldman Sachs & Co. August 2012 - February 2014
Goldman Sachs & Co. July 2011 - August 2012
Goldman Sachs & Co. July 2009 - July 2011
W.P. Carey School of Business, Arizona State University January 2006 - December 2008
Goldman Sachs & Co. June 2008 - August 2008
Merrill Lynch January 2008 - May 2008
HDFC Bank Ltd. May 2007 - June 2007
Education
Arizona State University 2005 — 2009
Bachelor of Science (B.Sc.), Economics
Arizona State University 2005 — 2009
Bachelor of Science (B.Sc.), Finance, General
Hartford Funds December 2014 - Present
Financial Services March 2014 - December 2014
Eagle Asset Management June 2010 - March 2014
Legg Mason November 2004 - June 2010
Merrill Lynch October 2002 - November 2004
E*Trade January 2001 - October 2002
Skills
Series 63, Series 7, Equities, Fixed Income, Investments
Education
Arizona State University 1995 — 1999
B.A, Italian Language and Literature, Geography
Iona Prep
Iona Prep
Robert Half International January 2000 - Present
Robert Half International June 1994 - December 2000
Robert Half International May 1993 - June 1994
Robert Half International September 1990 - May 1993
TMC Inc. August 1988 - August 1990
Merrill Lynch May 1983 - June 1988
Expanded Technologies Inc. July 1981 - April 1983
Skills
Executive Leadership, Financial Management, Operational Management, Career Counseling, Operations Management, Managerial Finance, Leadership, Temporary Staffing, Staffing Services, Temporary Placement, Human Resources, Recruiting, Training, Management, Finance, Mergers & Acquisitions, Consulting, Executive Management, CRM, Technical Recruiting, Executive Search, Applicant Tracking..., Talent Acquisition, Sourcing, Contract Recruitment
Education
Arizona State University 1976 — 1981
BA, Business Administration
Goldwater Bank, N.A. September 2010 - Present
BBVA Compass Bank April 2006 - January 2009
University of Phoenix August 2004 - March 2007
Wells Fargo Bank, NA April 2003 - April 2006
Merrill Lynch March 1999 - April 2003
Skills
Relationship Management, Finance, Management, Banking, Investments, Mortgage Lending, Small Business Lending, Commercial Lending, Portfolio Management
Education
Arizona State University 1982 — 1983
Master of Business Administration (MBA)
Arizona State University 1981 — 1981
Added Accounting Major Equivalent for CPA Exam
Merrill Lynch July 2010 - Present
Hilliard Energy, Ltd. May 2006 - June 2010
Microsoft March 2000 - September 2004
Skills
Java, Multithreading, C++, C#, Perl, WCF, Silverlight, Python, LINQ
Education
Arizona State University
BS, Computer Science
National Technological University
MS, Computer Science
neUventure
JLL May 2012 - Present
Bank of America September 2010 - June 2012
CB Richard Ellis June 2008 - September 2010
Countrywide Commercial Real Estate Finance June 2005 - May 2008
Eurohypo AG August 2004 - June 2005
Merrill Lynch 2003 - 2004
Skills
Financial Modeling, Healthcare, Investment Sales, Capital Markets, Real Estate Finance, Underwriting, Valuation, Loan Sales, Debt / Equity, Sale-Leaseback, Argus, Excel, CMBS
Education
New York University 2002 — 2004
Master's, Urban Planning
Arizona State University 2000 — 2002
BS, Urban Studies
Brown University
Brown University
Brown University
Nelson Financial Services September 2011 - Present
Bank of America November 2007 - September 2011
Smith Barney September 2003 - November 2007
UBS October 1999 - September 2003
Merrill Lynch February 1989 - September 1999
Skills
Financial Advisory, Finance, Wealth Management, Investment Strategies, Investments, High Net Worth..., Strategy, Series 7, Strategic Planning, Portfolio Management, Series 65, Retirement Planning, Estate Planning, Asset Management, Alternative Investments, Strategic Financial..., Wealth, Brokerage, Asset Allocation, Retirement, Due Diligence
Education
Arizona State University 1982 — 1986
Bachelor of Science, Liberal Arts
Tri valley 1978 — 1981
Charles Schwab October 2013 - Present
Charles Schwab August 2012 - September 2013
Charles Schwab June 2011 - August 2012
Charles Schwab October 2009 - June 2011
Charles Schwab August 2007 - September 2009
Merrill Lynch January 2007 - July 2007
Education
Arizona State University 2003 — 2007
BS, Marketing
Arizona State University
Six Sigma Black Belt
College for Financial Planning
AAMS, Accredited Asset Management Specialist
College for Financial Planning
CMFC, Chartered Mutual Fund Counselor
Georgetown University
Executive Certificate in Financial Planning
Govgistics January 2011 - Present
United Capital Financial Advisors May 2010 - October 2010
United Capital Financial May 2010 - October 2010
Capitas Financial June 2005 - May 2010
Capitas Financial, LLC May 2005 - February 2010
Wells Fargo Advisors January 1997 - January 2005
Acquired by Wachovia in 2003 January 1997 - January 2002
Merrill Lynch January 1995 - January 1997
Oppenheimer January 1991 - January 1995
Connecticut Mutual/Hunken Associates January 1987 - January 1991
Skills
Estate Planning, Insurance, Annuities, Retirement Planning, Wealth Transfer, Retirement, Long Term Care, Wealth Management, Succession Planning, Sales Management, Wealth
Education
DePaul University 1975 — 1978
Bachelor of Arts, Business Administration
Arizona State University 1974 — 1975
Master of Arts, Economics
DePaul University 1970 — 1975
MS, Ecponomics, Economics, Business Admionostration
Nomura Securities December 2013 - Present
Bentley Associates September 2012 - December 2013
One Mall Group July 2011 - September 2012
Merrill Lynch August 2011 - December 2011
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Microsoft Excel, Pitch Books, PowerPoint, Capital IQ, Strategic Planning, Start-up Consulting, Start-up Ventures, Start-ups, Project Management
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science (BS), Finance
Arizona State University, W. P. Carey School of Business 2008 — 2012
Certificate, International Business
Arizona State University, W. P. Carey School of Business 2008 — 2012
Certificate, Small Business & Entrepreneurship
Merrill Lynch June 2008 - Present
Education
University of Michigan 2004 — 2008
B.A., Political Science
Arizona State University 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
USAF RETIRED June 1983 - December 2012
Merrill Lynch June 1983 - June 1985
Education
Arizona State University 1967 — 1969
Master of Science (MS), Industrial Engineering
United States Military Academy 1954 — 1958
Bachelor of Science (BS), BS engineering
McClure Investment Management, L.L.C. 2001 - Present
McClure Marketing 1995 - 1997
Merrill Lynch 1990 - 1995
Skills
Business Strategy, Community Outreach, Retirement
Education
University of Southern California 1985 — 1987
Masters, Music Performance
University of Southern California 1984 — 1985
Bachelors of Music, Music
Arizona State University 1981 — 1983
Music/History
Peabody Conservatory of Johns Hopkins University 1979 — 1981
Music Performance
Merrill Lynch June 2005 - Present
Education
Arizona State University 1999 — 2003
Bachelor of Science, Finance
Arizona State University March 1993 - Present
Student Account Representative September 1987 - November 1992
Merrill Lynch September 1975 - August 1979
Skills
Higher Education, Microsoft Office, Event Planning, Research, Microsoft Excel, Customer Service, Student Affairs, Microsoft Word, Public Speaking, Community Outreach
Education
Arizona State University 1994 — 2013
Hofstra University 1989 — 1992
Lee & Associates Arizona May 2014 - Present
Hurd Real Estate May 2013 - July 2013
Merrill Lynch May 2012 - August 2012
Skills
Communication, Organization, Teamwork, Time Management, Awareness, Social Media, Event Planning, Public Speaking
Education
Arizona State University 2011 — 2015
Political Science and Philosophy
Earth Engineering Services & Designs Limited January 2000 - Present
Merrill Lynch February 1997 - 2000
Skills
Real Estate Development, Architecture, Microsoft Office, Budgets, Sports, Microsoft Excel, Management, Sales, Leadership Development, Teaching, Copywriting
Education
Arizona State University 1986 — 1990
Busines management and finance
Merrill Lynch 1983 - Present
Merrill Lynch 1983 - Present
Education
Arizona State University
Bachelor of Science (BS), Business Administration and Management, General
Financial Engines June 2012 - Present
Merrill Lynch October 2011 - May 2012
Edward Jones May 2006 - May 2011
Education
Arizona State University
Merrill Lynch July 2013 - July 2014
Charles Morgan securities January 2012 - December 2012
John Thomas Financial January 2011 - March 2012
Prudential Financial January 2010 - December 2010
Skills
Mutual Funds, Finance, Series 7, Investments
Education
Arizona State University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
College of Staten Island 2002 — 2004
Associate's degree, Accounting and Finance
Asurion September 2013 - Present
Sprint by Fast Wireless August 2012 - September 2013
Mode Transportation January 2010 - August 2012
USAA February 2007 - October 2009
Merrill Lynch November 2005 - February 2007
Skills
Telecommunications, Project Management, IT Solutions, Customer Service, Customer Support, Customer Retention, Customer Acquisition, Management, Training Delivery, Financial Services, Financial Advisory, Business Development, Business Strategy, Direct Sales, Operations Management, Team Leadership, Technical Support, Wireless, Mobile Technology
Education
Arizona State University 1999 — 2004
Bachelor of Interdisciplinary Studies, Business/Education
Scottsdale Community College 2009 — 2011
Associate in Applied Science, Web Design
Merrill Lynch July 2004 - Present
Skills
Insurance
Education
Harvard University 2001 — 2003
Master's degree, International Economics, 3.7
Arizona State University 1997 — 2000
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics, 3.6