Merrill Lynch

Industry: Banking company

Description

Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America

Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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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
M Randall Gault M Randall Gault Salinas, California Area Details
M Randall Gault's Merrill Lynch Experience February 2008 - Present
Job VP Wealth Managenet Advisor at Merrill Lynch
Industry Financial Services
Experience
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
Engineer’s Degree, Finance, Graduated

Arizona State University   1968 — 1972
Engineer’s Degree, Mechanical Engineering, Attended ASU 4 yrs before transfering to UCBerkeley to receive degree in Finance

Rick Labrum Rick Labrum Murrieta, California Details
Rick Labrum's Merrill Lynch Experience November 1998 - November 2003
Job Director of Wealth Management Labrum Wealth Management, LLC
Industry Financial Services
Experience
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

Brandon Schlueter Brandon Schlueter Chandler, Arizona Details
Brandon Schlueter's Merrill Lynch Experience January 2013 - January 2014
Job Midland Real Estate Alliance
Industry Real Estate
Experience
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

Charlotte DeMocker Charlotte DeMocker Denver, Colorado Details
Charlotte DeMocker's Merrill Lynch Experience May 2012 - August 2013
Job Investor Relations & Marketing Analyst at Perella Weinberg Partners
Industry Investment Management
Experience
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

Morgan Keil Morgan Keil Scottsdale, Arizona Details
Morgan Keil's Merrill Lynch Experience August 2008 - December 2010
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
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

Dean Michael Dean Michael Phoenix, Arizona Area Details
Dean Michael's Merrill Lynch Experience February 2014 - Present
Job
Industry Financial Services
Experience
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

Rick Fife Rick Fife Phoenix, Arizona Area Details
Rick Fife's Merrill Lynch Experience October 1989 - April 1993
Job Senior Team Manager, Global Investing Services at Charles Schwab
Industry Financial Services
Experience
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

David Jeffress David Jeffress Chandler, Arizona Details
David Jeffress's Merrill Lynch Experience December 2012 - December 2014
Job Icon Capital
Industry Investment Management
Experience
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

Joseph Poliseo Joseph Poliseo Phoenix, Arizona Details
Joseph Poliseo's Merrill Lynch Experience February 2003 - Present
Job VP, Client Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
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

Mohit Mehta Mohit Mehta Phoenix, Arizona Details
Mohit Mehta's Merrill Lynch Experience August 2002 - December 2002
Job Middle Market M&A| Industry Research, Analysis, & Consulting| TBird
Industry Investment Banking
Experience
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

Curtis Weathers Curtis Weathers Sacramento, California Area Details
Curtis Weathers's Merrill Lynch Experience March 2006 - January 2008
Job Territory Manager at TriVascular
Industry Medical Devices
Experience
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

Joe Knebelsberger Joe Knebelsberger Fresno, California Area Details
Joe Knebelsberger's Merrill Lynch Experience 2012 - 2012
Job Admissions Representative at Grand Canyon University
Industry Higher Education
Experience
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

Arlie Smyth Arlie Smyth Phoenix, Arizona Area Details
Arlie Smyth's Merrill Lynch Experience July 2015 - Present
Job Merrill Lynch Wealth Management Leadership
Industry Banking
Experience
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

Kyla Houge Kyla Houge Greater Los Angeles Area Details
Kyla Houge's Merrill Lynch Experience September 2010 - June 2011
Job Honor Student (Volunteer) at Securities & Exchange Commission
Industry Law Practice
Experience
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

John Stamatakis John Stamatakis Paradise Valley, Arizona Details
John Stamatakis's Merrill Lynch Experience December 1991 - January 1995
Job Medicare, Health & Life Specialist
Industry Insurance
Experience
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

Chris Amoroso Chris Amoroso Phoenix, Arizona Area Details
Chris Amoroso's Merrill Lynch Experience May 2008 - October 2008
Job Financial Analyst at Western Refining
Industry Oil & Energy
Experience
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

Justin Free Justin Free Gilbert, Arizona Details
Justin Free's Merrill Lynch Experience 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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)

Dana Bersch II Dana Bersch II Scottsdale, Arizona Details
Dana Bersch II's Merrill Lynch Experience October 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Richard Gleason Richard Gleason Greater Denver Area Details
Richard Gleason's Merrill Lynch Experience 1995 - 2005
Job Regional Vice President at Fisher Investments
Industry Financial Services
Experience
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

Gabriel Gonzalez Gabriel Gonzalez Phoenix, Arizona Area Details
Gabriel Gonzalez's Merrill Lynch Experience November 2012 - July 2014
Job Sales Operations Manager Registered Sales at Desert Schools Financial Services
Industry Financial Services
Experience
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

Sue Hershkowitz-Coore Sue Hershkowitz-Coore Phoenix, Arizona Area Details
Sue Hershkowitz-Coore's Merrill Lynch Experience 2003 - 2007
Job Sales trainer, professional speaker and author, SpeakerSue.com
Industry Professional Training & Coaching
Experience
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

J. Benjamin Farris J. Benjamin Farris San Francisco Bay Area Details
J. Benjamin Farris's Merrill Lynch Experience June 2012 - Present
Job Senior Financial Advisor Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Erfan Haroon Erfan Haroon Phoenix, Arizona Area Details
Erfan Haroon's Merrill Lynch Experience July 2007 - August 2007
Job Regional Advisory Consultant at Cole Capital
Industry Financial Services
Experience
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

David Mathias David Mathias Scottsdale, Arizona Details
David Mathias's Merrill Lynch Experience August 2013 - April 2014
Job Financial Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
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

Garner Mabry Garner Mabry Greater Denver Area Details
Garner Mabry's Merrill Lynch Experience 1999 - 2005
Job Managing Partner at Schwartz Mabry Private Wealth Advisory, LLC
Industry Financial Services
Experience
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

David Fix David Fix Greater Chicago Area Details
David Fix's Merrill Lynch Experience October 1994 - August 1999
Job Vice President, Wealth Strategist at Northern Trust Corporation
Industry Retail
Experience
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)

NICHOLAS TSO NICHOLAS TSO Las Vegas, Nevada Details
NICHOLAS TSO's Merrill Lynch Experience December 2011 - May 2012
Job Senior Business Analyst at MGM Resorts International
Industry Hospitality
Experience
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

John M. Palmieri John M. Palmieri Phoenix, Arizona Details
John M. Palmieri's Merrill Lynch Experience January 1996 - December 2002
Job Sales and Leasing Associate at De Rito Partners
Industry Commercial Real Estate
Experience
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

Katie Landaburu Katie Landaburu Phoenix, Arizona Details
Katie Landaburu's Merrill Lynch Experience March 2006 - July 2006
Job Sales and Marketing Manager (AZ, CA, NV Territories)
Industry Hospitality
Experience
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

Martin Kehe Martin Kehe Greater Chicago Area Details
Martin Kehe's Merrill Lynch Experience 1987 - 1992
Job Vice President of Assessment Services at GED Testing Service, LLC
Industry Education Management
Experience
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

Lakota Grace Lakota Grace Sedona, Arizona Details
Lakota Grace's Merrill Lynch Experience August 1984 - August 1988
Job LPC at Counselor, Private Practice
Industry Higher Education
Experience
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

Jason Mariano Jason Mariano Miami/Fort Lauderdale Area Details
Jason Mariano's Merrill Lynch Experience September 2002 - December 2005
Job Financial Services at American Express
Industry Financial Services
Experience
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

Kim Chambers Kim Chambers Madison, Mississippi Details
Kim Chambers's Merrill Lynch Experience July 2008 - Present
Job CRPC, Financial Advisor Merrill Lynch, BHC Wealth Management
Industry Financial Services
Experience
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

Kris Button Kris Button Phoenix, Arizona Details
Kris Button's Merrill Lynch Experience November 2008 - February 2011
Job Education and Employment Consultant at Independence University
Industry Education Management
Experience
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

Cecilia Hammond Cecilia Hammond San Francisco Bay Area Details
Cecilia Hammond's Merrill Lynch Experience March 2005 - July 2007
Job Senior Director at Visa
Industry Financial Services
Experience
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

Ryan R. Burns Ryan R. Burns Greater San Diego Area Details
Ryan R. Burns's Merrill Lynch Experience October 2005 - May 2008
Job Partner at Source Capital Funding, Inc.
Industry Investment Management
Experience
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

Bob Boschee Bob Boschee Phoenix, Arizona Details
Bob Boschee's Merrill Lynch Experience April 1998 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Shayne Melban Shayne Melban Dallas/Fort Worth Area Details
Shayne Melban's Merrill Lynch Experience June 2012 - December 2012
Job MBS Trader at Caliber Home Loans
Industry Capital Markets
Experience
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

Samantha Rath Samantha Rath Tempe, Arizona Details
Samantha Rath's Merrill Lynch Experience October 2011 - Present
Job Loan Document Specialist 3 at Wells Fargo Home Mortgage
Industry Banking
Experience
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

John Ransom John Ransom Bloomfield Hills, Michigan Details
John Ransom's Merrill Lynch Experience April 1994 - November 2003
Job Vice President & Wealth Management Advisor: Fifth Third Private Bank
Industry Financial Services
Experience
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

Joseph Croke Joseph Croke Greater Chicago Area Details
Joseph Croke's Merrill Lynch Experience June 2008 - August 2008
Job Senior Account Executive at ISG
Industry Security and Investigations
Experience
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-

Shannon Koch, MS Shannon Koch, MS Mesa, Arizona Details
Shannon Koch, MS's Merrill Lynch Experience May 2011 - August 2011
Job Associate Specialist Quality Assurance at Celgene
Industry Pharmaceuticals
Experience
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

Jacqueline Gilbert Jacqueline Gilbert Greater Los Angeles Area Details
Jacqueline Gilbert's Merrill Lynch Experience January 2008 - May 2008
Job Account Executive at Tapad
Industry Marketing and Advertising
Experience
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

Phillip Nolan, MBA Phillip Nolan, MBA Phoenix, Arizona Area Details
Phillip Nolan, MBA's Merrill Lynch Experience July 2013 - Present
Job Legal and Estate Specialist at Merrill Lynch
Industry Financial Services
Experience
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

Donald Bozarth Donald Bozarth Scottsdale, Arizona Details
Donald Bozarth's Merrill Lynch Experience 1987 - 1990
Job Contractor
Industry Financial Services
Experience
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

Josh Meek Josh Meek Phoenix, Arizona Area Details
Josh Meek's Merrill Lynch Experience August 2007 - September 2010
Job Senior Ultra High Net Worth Lending Specialist at Morgan Stanley
Industry Financial Services
Experience
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

Craig Stiles Craig Stiles Lansing, Michigan Area Details
Craig Stiles's Merrill Lynch Experience January 2002 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
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

Becky Robbins Becky Robbins Houston, Texas Area Details
Becky Robbins's Merrill Lynch Experience 1981 - 1985
Job Executive coach, business performance enhancement
Industry Management Consulting
Experience
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

Julie Goodrum Julie Goodrum Greater Denver Area Details
Julie Goodrum's Merrill Lynch Experience 1991 - 1996
Job Director of Operations at Wagner Wealth Management
Industry Financial Services
Experience
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

Brad Gwilliam Brad Gwilliam Phoenix, Arizona Area Details
Brad Gwilliam's Merrill Lynch Experience April 1999 - May 2004
Job Investment Manager at Watts Gwilliam
Industry Investment Management
Experience
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

Lauren Gumbs Lauren Gumbs Greater New York City Area Details
Lauren Gumbs's Merrill Lynch Experience 1991 - 1995
Job Owner, Gumbs + Partners Nonprofit Executive Search
Industry Staffing and Recruiting
Experience
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

Jay Rabins Jay Rabins Phoenix, Arizona Area Details
Jay Rabins's Merrill Lynch Experience June 2000 - January 2005
Job Investment Advisor at Your Source Financial
Industry Financial Services
Experience
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

Randy Richmond, CFP, MBA Randy Richmond, CFP, MBA Greater San Diego Area Details
Randy Richmond, CFP, MBA's Merrill Lynch Experience 1996 - 2000
Job Principal at Crosswind Strategies
Industry Financial Services
Experience
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

Jeffrey Lieberman, CFP ® ,CIMA(®) Jeffrey Lieberman, CFP ® ,CIMA(®) Greater Los Angeles Area Details
Jeffrey Lieberman, CFP ® ,CIMA(®)'s Merrill Lynch Experience August 1987 - June 2001
Job Senior Vice President and Family Wealth Director at Morgan Stanley
Industry Financial Services
Experience
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

Peter Valencia Peter Valencia Greater Denver Area Details
Peter Valencia's Merrill Lynch Experience October 2013 - July 2015
Job Compliance Analyst
Industry Financial Services
Experience
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

Joe Downs Joe Downs Phoenix, Arizona Details
Joe Downs's Merrill Lynch Experience July 2013 - December 2014
Job AVP Internal Wealth Management Banking Specialist at Merrill Lynch
Industry Financial Services
Experience
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

Elvis Phillips Elvis Phillips Greater Philadelphia Area Details
Elvis Phillips's Merrill Lynch Experience October 2013 - Present
Job Merrill Edge Specialist at Merrill Lynch
Industry Financial Services
Experience
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

John Dais John Dais San Francisco Bay Area Details
John Dais's Merrill Lynch Experience 2000 - 2000
Job Tech
Industry Internet
Experience
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

Michael Dieleman, MBA Michael Dieleman, MBA Greater Los Angeles Area Details
Michael Dieleman, MBA's Merrill Lynch Experience September 2006 - December 2007
Job Sales, Marketing and Finance Executive/Consultant
Industry Insurance
Experience
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

Jordan Newman Jordan Newman North Brunswick, New Jersey Details
Jordan Newman's Merrill Lynch Experience March 2008 - September 2008
Job Consumer Services Professional
Industry Retail
Experience
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

Chasey Tezak Chasey Tezak Phoenix, Arizona Area Details
Chasey Tezak's Merrill Lynch Experience June 2013 - April 2014
Job Financial Analyst at Intel Corporation
Industry Financial Services
Experience
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

Bryan Klontz Bryan Klontz Tucson, Arizona Details
Bryan Klontz's Merrill Lynch Experience February 2011 - June 2013
Job Vice President; Private Banker at Morgan Stanley
Industry Financial Services
Experience
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

Ryan Rayburn Ryan Rayburn Phoenix, Arizona Area Details
Ryan Rayburn's Merrill Lynch Experience October 2005 - May 2006
Job Assistant Vice President, ABS Director at Lincoln Financial Advisors
Industry Financial Services
Experience
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

Marcus Tamez Marcus Tamez Houston, Texas Area Details
Marcus Tamez's Merrill Lynch Experience January 2000 - December 2001
Job President at T. Gray Utility Co.
Industry Utilities
Experience
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

Natalie Mahler Natalie Mahler Greater Denver Area Details
Natalie Mahler's Merrill Lynch Experience August 2004 - Present
Job Regional MarketLinked Investments Specialist at Merrill Lynch
Industry Financial Services
Experience
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

H. Butch Dorian H. Butch Dorian San Diego, California Details
H. Butch Dorian's Merrill Lynch Experience February 2005 - October 2007
Job President at Hamilton Financial
Industry Financial Services
Experience
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

Danielle Kauppinen Danielle Kauppinen Greater Los Angeles Area Details
Danielle Kauppinen's Merrill Lynch Experience May 2009 - August 2009
Job Old profile I can be found @ Danielle.Kauppinen@gmail.com
Industry Investment Management
Experience
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

Stephen Grochol Stephen Grochol San Francisco Bay Area Details
Stephen Grochol's Merrill Lynch Experience January 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

J. Cooper Cordin J. Cooper Cordin Greater Chicago Area Details
J. Cooper Cordin's Merrill Lynch Experience 1999 - 2004
Job
Industry Venture Capital & Private Equity
Experience
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

Sahar Najam Sahar Najam Phoenix, Arizona Area Details
Sahar Najam's Merrill Lynch Experience February 2007 - December 2007
Job Management and Sales
Industry Medical Devices
Experience
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

Joe Defuria Joe Defuria Greenville, South Carolina Details
Joe Defuria's Merrill Lynch Experience June 2009 - August 2009
Job Student At Arrhythmia Technologies Institute
Industry Medical Devices
Experience
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

Steven Sperry, CFA Steven Sperry, CFA San Antonio, Texas Area Details
Steven Sperry, CFA's Merrill Lynch Experience June 2008 - August 2008
Job Advisory Specialist at American Funds
Industry Financial Services
Experience
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

Shawn Gage Shawn Gage Dallas, Texas Details
Shawn Gage's Merrill Lynch Experience January 1996 - January 1997
Job Managing Director/Founder at Alternative Core Solutions
Industry Investment Management
Experience
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

Brian Mauck Brian Mauck San Francisco Bay Area Details
Brian Mauck's Merrill Lynch Experience January 2014 - April 2015
Job Fisher Investments
Industry Financial Services
Experience
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

Jasmine Kirchgessner Jasmine Kirchgessner Omaha, Nebraska Details
Jasmine Kirchgessner's Merrill Lynch Experience April 2014 - Present
Job Client Associate, Merrill Lynch
Industry Investment Banking
Experience
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

Shyan Ardalan Shyan Ardalan Greater Los Angeles Area Details
Shyan Ardalan's Merrill Lynch Experience August 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch   August 2014 - Present

Education
Arizona State University
Bachelor’s Degree, Business Management

Kristin Huntington Kristin Huntington Kaneohe, Hawaii Details
Kristin Huntington's Merrill Lynch Experience March 2012 - September 2013
Job Selfemployed professional photographer
Industry Financial Services
Experience
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

Trent W. Montague, CFP® Trent W. Montague, CFP® Mesa, Arizona Details
Trent W. Montague, CFP®'s Merrill Lynch Experience 1995 - Present
Job Wealth Management Advisor, Senior Vice President at Merrill Lynch
Industry Investment Management
Experience
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

sallah warrayat sallah warrayat Chandler, Arizona Details
sallah warrayat's Merrill Lynch Experience January 2014 - Present
Job Merrill Edge investments
Industry Financial Services
Experience
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

Michael Steffes Michael Steffes Phoenix, Arizona Area Details
Michael Steffes's Merrill Lynch Experience April 2011 - March 2012
Job Senior Cashier at Charles Schwab
Industry Banking
Experience
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

Dale Toth Dale Toth Greater New York City Area Details
Dale Toth's Merrill Lynch Experience January 2001 - October 2002
Job at Federal Express
Industry Marketing and Advertising
Experience
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

Ken Abbott C.P.M. - CPSM Ken Abbott C.P.M. - CPSM Dallas, Texas Details
Ken Abbott C.P.M. - CPSM's Merrill Lynch Experience July 1999 - September 2000
Job Senior Procurement Manager at BT Global Services
Industry Information Technology and Services
Experience
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

Heather Trenholm Heather Trenholm Fountain Hills, Arizona Details
Heather Trenholm's Merrill Lynch Experience February 2007 - July 2009
Job GSA Specialist
Industry Information Technology and Services
Experience
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

Gary Giamo Gary Giamo Greater New York City Area Details
Gary Giamo's Merrill Lynch Experience March 2000 - Present
Job Wealth Management Advisor / PIA Portfolio Manager at Merrill Lynch
Industry Financial Services
Experience
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

Daniel Callahan Daniel Callahan Phoenix, Arizona Area Details
Daniel Callahan's Merrill Lynch Experience December 1998 - April 2012
Job CoFounder/Managing Member
Industry Renewables & Environment
Experience
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

Patricia Pelfrey Patricia Pelfrey Seattle, Washington Details
Patricia Pelfrey's Merrill Lynch Experience September 2003 - May 2006
Job Portfolio Oversight Manager at USTrust/Merrill Lynch
Industry Financial Services
Experience
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

Daniel Smith IV Daniel Smith IV Atlantic City, New Jersey Details
Daniel Smith IV's Merrill Lynch Experience January 2003 - December 2003
Job Executive Sales Representative at Caesars Entertainment Corporation
Industry Gambling & Casinos
Experience
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

Allen Weintraub Allen Weintraub Scottsdale, Arizona Details
Allen Weintraub's Merrill Lynch Experience 1987 - 1991
Job Precision Advisors Group Managing Member
Industry Financial Services
Experience
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

Brad Rosenfeld Brad Rosenfeld New York, New York Details
Brad Rosenfeld's Merrill Lynch Experience July 2003 - January 2005
Job ROI Lead for North America & Marketing Manager
Industry Consumer Electronics
Experience
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

Chris Cella Chris Cella San Francisco Bay Area Details
Chris Cella's Merrill Lynch Experience February 2008 - September 2009
Job Assistant Vice President at Abbot Downing
Industry Financial Services
Experience
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

Cory MacDonald Cory MacDonald Phoenix, Arizona Area Details
Cory MacDonald's Merrill Lynch Experience August 2010 - May 2011
Job Bartender at Arizona Wilderness Brewing Company
Industry Food & Beverages
Experience
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

Nick Salgado Nick Salgado Tempe, Arizona Details
Nick Salgado's Merrill Lynch Experience December 2014 - Present
Job Corporate Finance and Strategics Intern at Rural/Metro Corporation
Industry Financial Services
Experience
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

Mike Roumbanis Mike Roumbanis New York, New York Details
Mike Roumbanis's Merrill Lynch Experience 1997 - 1998
Job Lend Lease Americas
Industry Real Estate
Experience
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

Stacey Gross Stacey Gross Phoenix, Arizona Area Details
Stacey Gross's Merrill Lynch Experience 2007 - 2008
Job Mortgage Loan Officer at Caliber Home Loans NMLS# 1269004
Industry Real Estate
Experience
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

Donald Kushner Donald Kushner Scottsdale, Arizona Details
Donald Kushner's Merrill Lynch Experience January 1990 - January 1994
Job DK Sports Financial
Industry Financial Services
Experience
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

Dan Laux Dan Laux Phoenix, Arizona Area Details
Dan Laux's Merrill Lynch Experience October 1988 - March 2000
Job Operations Executive
Industry Automotive
Experience
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

Russell Gallen Russell Gallen San Diego, California Details
Russell Gallen's Merrill Lynch Experience June 2008 - Present
Job VP, Wealth Management Banker with Merrill Lynch
Industry Financial Services
Experience
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

Nicole E. Cameron Nicole E. Cameron Phoenix, Arizona Area Details
Nicole E. Cameron's Merrill Lynch Experience January 2002 - January 2004
Job Loan Officer at Counsel Mortgage Group
Industry Banking
Experience
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)

Dan Cincera Dan Cincera Phoenix, Arizona Area Details
Dan Cincera's Merrill Lynch Experience November 2012 - August 2014
Job Investment Consultant at Bank of America/Merrill Edge
Industry Financial Services
Experience
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

Andrew Osvald Andrew Osvald Phoenix, Arizona Area Details
Andrew Osvald's Merrill Lynch Experience April 2000 - June 2002
Job Regional Internal Wholesaler at MFS Investment Management
Industry Investment Management
Experience
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

Pallav Sharma Pallav Sharma Greater New York City Area Details
Pallav Sharma's Merrill Lynch Experience October 2005 - June 2008
Job Vice President, Credit Portfolio Solutions at J.P. Morgan
Industry Financial Services
Experience
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

Brian Castillo Brian Castillo Phoenix, Arizona Area Details
Brian Castillo's Merrill Lynch Experience October 2006 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2006 - Present

Education
Arizona State University   1994 — 1996

Sean E Riley, CFP®, CIMA®, AIF® Sean E Riley, CFP®, CIMA®, AIF® Scottsdale, Arizona Details
Sean E Riley, CFP®, CIMA®, AIF®'s Merrill Lynch Experience June 1998 - May 2001
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Donna Sweiss Donna Sweiss Tampa/St. Petersburg, Florida Area Details
Donna Sweiss's Merrill Lynch Experience 2000 - 2006
Job Diector Operational Risk Permanent Supervison at Newedge
Industry Financial Services
Experience
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

Sal Vitale, CFA Sal Vitale, CFA Greater New York City Area Details
Sal Vitale, CFA's Merrill Lynch Experience January 2006 - January 2009
Job Director at Bank of America
Industry Investment Banking
Experience
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

Doyle Randall Doyle Randall Flagstaff, Arizona Area Details
Doyle Randall's Merrill Lynch Experience 1990 - 2001
Job Realtor at Call Realty
Industry Consumer Services
Experience
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.)

Kyle Nielsen Kyle Nielsen Greater Minneapolis-St. Paul Area Details
Kyle Nielsen's Merrill Lynch Experience September 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Darrell Kulow Darrell Kulow Phoenix, Arizona Area Details
Darrell Kulow's Merrill Lynch Experience June 2012 - November 2012
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
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

Austin Altenburg Austin Altenburg Columbus, Ohio Area Details
Austin Altenburg's Merrill Lynch Experience Mortgage Loan OriginatorFifth Third BancorpAugust 2004 - December 2007
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
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

Kevin McLoone Kevin McLoone San Francisco, California Details
Kevin McLoone's Merrill Lynch Experience April 2008 - May 2011
Job Capital Markets Operations Specialist
Industry Financial Services
Experience
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

Danielle Gonsalves Danielle Gonsalves New York, New York Details
Danielle Gonsalves's Merrill Lynch Experience January 2008 - May 2008
Job Associate Internal Audit, GS Bank USA at Goldman Sachs
Industry Investment Banking
Experience
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

Brendan Tully, CFA Brendan Tully, CFA Greater New York City Area Details
Brendan Tully, CFA's Merrill Lynch Experience October 2002 - November 2004
Job Vice President at Hartford Funds
Industry Financial Services
Experience
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

Ken Gitlin Ken Gitlin San Francisco Bay Area Details
Ken Gitlin's Merrill Lynch Experience May 1983 - June 1988
Job Senior Vice President, Operational Support at Robert Half International
Industry Staffing and Recruiting
Experience
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

Glen Leach Glen Leach Scottsdale, Arizona Details
Glen Leach's Merrill Lynch Experience March 1999 - April 2003
Job Vice President at Goldwater Bank, N.A.
Industry Banking
Experience
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

John Roye John Roye Dallas/Fort Worth Area Details
John Roye's Merrill Lynch Experience July 2010 - Present
Job Senior Software Engineer at Merrill Lynch
Industry Financial Services
Experience
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

Daniel Turley Daniel Turley Boston, Massachusetts Details
Daniel Turley's Merrill Lynch Experience 2003 - 2004
Job Healthcare Capital Markets Expert
Industry Real Estate
Experience
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

Paul Rutkowski Paul Rutkowski Phoenix, Arizona Area Details
Paul Rutkowski's Merrill Lynch Experience February 1989 - September 1999
Job Managing Partner Investment Strategy
Industry Investment Management
Experience
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

Grant Joiner, CFP® Grant Joiner, CFP® Mclean, Virginia Details
Grant Joiner, CFP®'s Merrill Lynch Experience January 2007 - July 2007
Job Vice President Branch Manager at Charles Schwab
Industry Financial Services
Experience
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

Richard Nidetz Richard Nidetz Miami/Fort Lauderdale Area Details
Richard Nidetz's Merrill Lynch Experience January 1995 - January 1997
Job Financial Services Professional
Industry Financial Services
Experience
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

Alex Temen Alex Temen New York, New York Details
Alex Temen's Merrill Lynch Experience August 2011 - December 2011
Job Investment Banking Analyst at Nomura Securities
Industry Investment Banking
Experience
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

Kristopher Johnson Kristopher Johnson Greater Detroit Area Details
Kristopher Johnson's Merrill Lynch Experience June 2008 - Present
Job Vice President BofA Merrill Lynch
Industry Banking
Experience
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

Brad Eliot Brad Eliot Phoenix, Arizona Area Details
Brad Eliot's Merrill Lynch Experience June 1983 - June 1985
Job
Industry
Experience
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

Sheila McClure Sheila McClure Greater Los Angeles Area Details
Sheila McClure's Merrill Lynch Experience 1990 - 1995
Job Registered Investment Advisor at McClure Investment Management, L.L.C.
Industry Financial Services
Experience
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

Rob Miceli Rob Miceli San Diego, California Details
Rob Miceli's Merrill Lynch Experience June 2005 - Present
Job Business Development
Industry Accounting
Experience
Merrill Lynch   June 2005 - Present

Education
Arizona State University   1999 — 2003
Bachelor of Science, Finance

Lorraine DeRosa Lorraine DeRosa Chandler, Arizona Details
Lorraine DeRosa's Merrill Lynch Experience September 1975 - August 1979
Job Office Supervisor at Arizona State University
Industry Higher Education
Experience
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

Sam Tonascia Sam Tonascia Tempe, Arizona Details
Sam Tonascia's Merrill Lynch Experience May 2012 - August 2012
Job Student at Arizona State University
Industry
Experience
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

Denton Weinberg Denton Weinberg Santa Ana, California Details
Denton Weinberg's Merrill Lynch Experience February 1997 - 2000
Job Owner of Earth Designs Inc (Landscape design and construction)
Industry Civil Engineering
Experience
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

Dan Bellino Dan Bellino Paradise Valley, Arizona Details
Dan Bellino's Merrill Lynch Experience 1983 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   1983 - Present
Merrill Lynch   1983 - Present

Education
Arizona State University
Bachelor of Science (BS), Business Administration and Management, General

Marc Mahaffey Marc Mahaffey Phoenix, Arizona Area Details
Marc Mahaffey's Merrill Lynch Experience October 2011 - May 2012
Job Investment Advisor at Financial Engines
Industry Financial Services
Experience
Financial Engines  June 2012 - Present
Merrill Lynch   October 2011 - May 2012
Edward Jones  May 2006 - May 2011

Education
Arizona State University

Michael Saba Michael Saba New York, New York Details
Michael Saba's Merrill Lynch Experience July 2013 - July 2014
Job J.P. Morgan Chase
Industry Financial Services
Experience
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

Beau Aspaas Beau Aspaas El Mirage, Arizona Details
Beau Aspaas's Merrill Lynch Experience November 2005 - February 2007
Job Premier Solutions Technician at Asurion
Industry Telecommunications
Experience
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

Brian Mass Brian Mass New York, New York Details
Brian Mass's Merrill Lynch Experience July 2004 - Present
Job Insurance Executive
Industry Investment Management
Experience
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

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