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
Lorin Burke Lorin Burke Boca Raton, Florida Details
Lorin Burke's Merrill Lynch Experience August 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2015 - Present
Dawson James Securities  May 2014 - August 2015
The Prescient Consulting Group   August 2011 - December 2013

Skills
Private Equity, Entrepreneurship, Valuation, Emerging Markets, Equity Research, Venture Capital, Investment Banking, Financial Modeling, Equity Valuation, Hedge Funds, Equities, Alternative Investments, Capital Markets, Business Valuation, Corporate Finance, Corporate Development, DCF, Investments, LBO, Due Diligence, Competitive Intelligence, M&A experience, Investor Relations, Leveraged Finance, Financial Structuring, Economics, Bloomberg, Financial Markets, Mergers & Acquisitions

Education
Florida Agricultural and Mechanical University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Jermaine Haywood Jermaine Haywood Jacksonville, Florida Details
Jermaine Haywood's Merrill Lynch Experience July 2013 - Present
Job VP Central Supervision Principal at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2013 - Present
Merrill Edge  May 2011 - July 2013
Fidelity Investments  February 2008 - November 2010
Florida Department of Revenue  April 2005 - February 2008

Skills
Microsoft Office, Resourceful..., Interviews, Coaching, Oversight, Training, Trading, Options Strategies, Margin, Series 7, Series 63

Education
Florida A&M University   2000 — 2007
Bachelor of Science (BS), Political Science

Larry Boytano Larry Boytano Lake Worth, Florida Details
Larry Boytano's Merrill Lynch Experience October 2011 - Present
Job Analyst Business Development at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2011 - Present
Cultural Council of Palm Beach County  February 2005 - October 2011
The Palm Beach Post (10/04 to 12/04) and American Media (11/00 to 10/04)   2000 - 2004
Miami New Times  1997 - 2000

Skills
Public Relations, Press Releases, Television, Marketing, YouTube, Media Relations, Public Speaking, Research, Social Media Marketing, Copywriting, Fundraising, Newsletters, Storytelling, Social Media, Facebook, Sales, Nonprofits, Event Planning, Editing, Editorial, Customer Service, Publishing, Blogging, Event Management, Marketing Communications, Email Marketing, Music

Education
Florida Atlantic University
Bachelor of Arts (B.A.), English

Alexander Levy Alexander Levy Tampa/St. Petersburg, Florida Area Details
Alexander Levy's Merrill Lynch Experience 2000 - 2003
Job Worldwide Entrepreneur
Industry Health, Wellness and Fitness
Experience
Organogold  2014 - Present
Regions Bank  October 2011 - October 2014
Everest University-Brandon Campus  September 2010 - September 2011
Bank of America  2003 - 2006
Merrill Lynch   2000 - 2003

Education
Florida A&M University   1988 — 1992
Business Administration

Marc Kurbansade Marc Kurbansade Dallas/Fort Worth Area Details
Marc Kurbansade's Merrill Lynch Experience April 2000 - September 2003
Job Director of Development Services at City of Rowlett
Industry Architecture & Planning
Experience
City of Rowlett  March 2014 - Present
City of Sachse, Texas  March 2012 - March 2014
City of Rowlett  March 2010 - March 2012
Kimley-Horn and Associates, Inc.   May 2006 - March 2010
Land Design South  November 2003 - May 2006
Palm Beach County  September 2003 - November 2003
Merrill Lynch   April 2000 - September 2003
New Jersey Meadowlands Commission  June 1999 - December 1999
PBS&J  May 1998 - June 1999

Skills
Government, Entitlements, Land Development, Master Planning, Urban Planning, Comprehensive Planning, Variances, Public Speaking, Land Use Planning, Zoning, Project Management

Education
University of North Carolina at Chapel Hill   2015 — 2017
Master's Degree, Public Administration

Florida Atlantic University   1996 — 1998
Masters, Urban and Regional Planning

Stockton University   1993 — 1995
B.S., Environmental Studies

New Jersey Institute of Technology   1992 — 1993

Carina Espinal Carina Espinal Miami/Fort Lauderdale Area Details
Carina Espinal's Merrill Lynch Experience May 2014 - Present
Job Sales Support Associate/BB
Industry Banking
Experience
Merrill Lynch   May 2014 - Present
Bank of America  June 2012 - Present
Bank of America  June 2005 - Present

Skills
Credit, Loans, Mortgage Banking, Mortgage Lending, Refinance, Residential Mortgages

Education
Nova Southeastern University   2013 — 2014
Master of Business Administration (MBA), Supply Chain Management & Finance

Florida Atlantic University   2002 — 2007
BBA, International Business and Marketing

Jason Piepmeier, CFA, CFP®, CRPC Jason Piepmeier, CFA, CFP®, CRPC West Palm Beach, Florida Area Details
Jason Piepmeier, CFA, CFP®, CRPC's Merrill Lynch Experience May 2005 - December 2010
Job Principal Financial Analyst at Florida Power & Light
Industry Investment Management
Experience
Florida Power & Light  April 2013 - Present
Florida Atlantic University  December 2011 - Present
NextEra Energy Resources  January 2011 - April 2013
Merrill Lynch   May 2005 - December 2010

Skills
Portfolio Management, Investments, Valuation, Financial Analysis, Asset Allocation, Securities, Retirement Planning, Finance, Financial Advisory, Asset Management, Financial Modeling, Sales, Alternative Investments, Microsoft Excel, Market Analysis, Energy, Strategic Financial..., Series 7, Investment Strategies, Bloomberg, Cash Flow, Mutual Funds, Wealth Management, Investment Advisory, Corporate Finance, Hedge Funds, Equity Research, Investment Management, Private Equity, Due Diligence, Fixed Income, Equities, Capital Markets, Financial Planning

Education
Florida State University   2001 — 2005
Bachelor of Science, Finance, Spanish

Florida Atlantic University

Jametriss Roulhac Boone, CFE Jametriss Roulhac Boone, CFE United States Details
Jametriss Roulhac Boone, CFE's Merrill Lynch Experience August 2001 - October 2003
Job Assistant Vice President, Deutsche Bank Securities Compliance
Industry Financial Services
Experience
Deutsche Bank  July 2014 - Present
Florida Office of Financial Regulation  August 2012 - July 2014
FINRA  May 2011 - July 2012
Florida Office of Financial Regulation-Bureau of Securities Regulation   February 2005 - May 2011
Merrill Lynch   August 2001 - October 2003

Skills
Compliance, Investigations, Fraud, Analysis, Securities Regulation, Financial Analysis, Auditing, Finance, Employee Training, Mergers & Acquisitions, FINRA, Leadership, Budgets, Government, Financial Regulation, Management, Microsoft Word, Investment Advisory, Team Building, Equities, Private Investigations, Risk Assessment, Corporate Finance, Financial Services, Financial Modeling, Microsoft Excel, Fixed Income, System Administration, Change Management, Data Analysis, Mutual Funds, Investigation, Managerial Finance, Outlook

Education
Webster University
Masters, Business Administration (MBA)

Florida Agricultural and Mechanical University   1994 — 1999
BS, Business Administration

Jeannie France Jeannie France Fort Myers, Florida Area Details
Jeannie France's Merrill Lynch Experience 1997 - 2002
Job Coatings Advisor at Jotun Paints, Inc.
Industry Maritime
Experience
Jotun Paints, Inc.   January 2015 - Present
KTA-Tator, Inc.   March 2014 - January 2015
Quinn Consulting Services   September 2012 - March 2014
Apollo Group  February 2006 - September 2012
Gouger, Franzman & Hooke, LLC   2005 - 2006
City and County of Denver  2004 - 2005
Paralegal Resource Center, Inc   2002 - 2005
Merrill Lynch   1997 - 2002

Skills
NACE, CIP, Level I, Litigation Management, Local Government, B2B, Legal Compliance, Office Management, Training, Sales, Resume Writing, Public Speaking, Higher Education, Admissions, Adult Education, Enrollment Management, Career Development, Staff Development

Education
University of Phoenix   2006 — 2009
MBA, Business Administration

Florida Atlantic University   1984 — 1985
Certificate, Legal Assistant Certification

NACE International
Coatings Inspector - Level 2

St. Leo College
BA, Business Administration

Franco Demarchi Franco Demarchi West Palm Beach, Florida Area Details
Franco Demarchi's Merrill Lynch Experience August 2012 - December 2012
Job Human Resources Specialist at Office Depot
Industry Human Resources
Experience
Office Depot  May 2015 - Present
Tato's   April 2014 - March 2015
TD  April 2013 - November 2013
Merrill Lynch   August 2012 - December 2012
Brazilian Court Hotel   October 2008 - December 2012

Skills
Financial Analysis, Social Media, Sales, Cash Flow Forecasting, Customer Service, Hospitality, Imports and Exports, Project Analysis, Product Marketing, Hospitality Management, Microsoft Office, Microsoft Excel, Management, PowerPoint, Microsoft Word, Human Resources, Leadership, Recruiting, Teamwork, Public Speaking, Analysis, Marketing, Time Management, Social Networking

Education
Florida Atlantic University   2014 — 2014
Certification in Human Resource Management, Human Resources Management/Personnel Administration, General

Florida Atlantic University   2007 — 2012
Bachelor of Business Administration (BBA), Finance

Bruce Wiggins Bruce Wiggins Jacksonville, Florida Details
Bruce Wiggins's Merrill Lynch Experience May 2013 - September 2013
Job Collections Specialist at Citi
Industry Financial Services
Experience
Citi  January 2014 - Present
United States Air Force  August 2009 - Present
Merrill Lynch   May 2013 - September 2013
ADT  June 2012 - April 2013

Skills
Computers, Analytics, Bookkeeping, Consulting, Brand Development, Customer Satisfaction, Customer Service

Education
Florida Agricultural and Mechanical University   2006 — 2015
Associate of Science (AS), Computer Science

Ben Cannady Ben Cannady San Francisco, California Details
Ben Cannady's Merrill Lynch Experience May 2012 - June 2013
Job Insights Team at ClassDojo
Industry E-Learning
Experience
ClassDojo  September 2013 - Present
Merrill Lynch   May 2012 - June 2013
Merrill Lynch   June 2011 - June 2012
St. Augustine High School  January 2010 - April 2011
BOA Merrill Lynch Wealth Management   March 2009 - October 2009

Skills
Investments, Finance, Time Management, Portfolio Management, Public Speaking, Customer Service, Financial Analysis, Management, Analysis, Retirement Planning, Sales, Mutual Funds, PowerPoint, Financial Advisory, Bonds, Wealth Management, Microsoft Excel, Series 7, Insurance, Manage Client..., Strategic Prospecting, Uniform Combined State..., Asset Allocation, Strategic Financial..., Alternative Investments, Financial Modeling, Series 63, Equities, Securities, CRM, SQL

Education
Flagler College   2008 — 2011
Bachelor of Arts (B.A.), Business Administration

Flagler College   2008 — 2011
Bachelors of Arts, Economics

Brandon Levine Brandon Levine West Palm Beach, Florida Area Details
Brandon Levine's Merrill Lynch Experience July 2008 - July 2010
Job Sr. Investment / Portfolio Specialist
Industry Investment Management
Experience
Raymond James  July 2014 - Present
UBS Financial Service  July 2010 - July 2014
Merrill Lynch   July 2008 - July 2010
Oppenheimer & Co.   February 2007 - July 2008
Sapient Contracting Services LLC   December 2003 - January 2006
Paragon Capital Corp.   October 1999 - December 2003

Skills
401k, ETFs, Private Equity, Investments, Portfolio Management, Mutual Funds, Finance, Wealth Management, Financial Analysis, Options, Foundations, Series 63, Series 7, Alternative Investments, Asset Allocation, Investment Advisory, Hedge Funds, Retirement Planning, Strategic Financial..., Equities, Institutional..., Investment Strategies, Capital Markets, Securities, Fixed Income, Financial Markets, Financial Planning, Bloomberg, Valuation, Bonds

Education
The University of Chicago Booth School of Business

Florida Atlantic University   2002 — 2006
B.B.A., Business Administration

A.W. Dreyfoos Jr. School of Arts   2000 — 2002
Percussion Instruments

Shakira R. Thompson Shakira R. Thompson Orlando, Florida Details
Shakira R. Thompson's Merrill Lynch Experience September 2004 - November 2006
Job Principal Owner at Believer's Choice Media, Inc.
Industry Entertainment
Experience
Believer's Choice Media, Inc.   January 2012 - Present
Merrill Lynch   September 2004 - November 2006
Bank of America  March 2000 - May 2004

Skills
Publishing, Published Author, Mixed Media, Creative Writing, Business Strategy, Business Development, New Business Development, Customer Service, Content Strategy, Content Marketing, Content Writing, Content Development, Book Reviews, Public Speaking, Ministry Development, ministry, Strategic Planning, Entrepreneurship

Education
Florida Agricultural and Mechanical University   2011 — 2013
Master of Business Administration (M.B.A.), Business Administration

Florida Agricultural and Mechanical University   1994 — 1999
Bachelor's degree, Business Administration

Andrew Crowley Andrew Crowley Washington D.C. Metro Area Details
Andrew Crowley's Merrill Lynch Experience May 2012 - August 2012
Job Member Services at The Motley Fool
Industry Marketing and Advertising
Experience
The Motley Fool  September 2014 - Present
Yelp  October 2013 - August 2014
Spotlight Media Solutions   December 2010 - September 2013
Merrill Lynch   May 2012 - August 2012
Red Bull  August 2009 - January 2010

Skills
Sales, Account Management, Communication, Microsoft Excel, PowerPoint, Salesforce.com, Team-oriented, Team Building, Strategy, Access, Customer Service, Management, Social Media, Time Management, Social Media Marketing, Facebook, Teamwork

Education
Florida Atlantic University   2007 — 2012
Bachelor of Science (BS), Economics

Florida Atlantic University   2007 — 2012
Minor, Spanish Language and Literature

Troy M. Baker Troy M. Baker Jacksonville, Florida Area Details
Troy M. Baker's Merrill Lynch Experience October 2010 - October 2013
Job at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  October 2013 - Present
Merrill Lynch   October 2010 - October 2013
Wachovia, A Wells Fargo Company  January 2010 - October 2010
Wachovia Bank  January 2009 - December 2009
Wachovia Bank  August 2007 - December 2009
Wachovia Bank  February 2007 - December 2008
Caspers Group McDonald's   March 2006 - February 2007
Caspers Group McDonald's   June 2002 - February 2006

Skills
Microsoft Office, Banking, Call Center, Retail Banking, Cash Management, Microsoft Excel, PowerPoint, Microsoft Money, Microsoft Word, Internet Explorer, Customer Service, Budgets, Outlook, Access, Accounting, Call Centers, Customer Satisfaction, Coaching, Management, Training, Retail, Forecasting, Recruiting, Insurance, Data Analysis, Public Speaking, Process Improvement, Strategic Planning, Event Planning, Business Analysis, Sales, Auditing, PeopleSoft

Education
Strayer University   2010 — 2013
Bachelor of Business Administration, Finance

Florida Agricultural and Mechanical University   2000 — 2003
Business Administration

Jonathan Molina Jonathan Molina Miami, Florida Details
Jonathan Molina's Merrill Lynch Experience January 2008 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 2008 - Present
Franklin Templeton  January 2006 - December 2007

Skills
Microsoft Word, Microsoft Excel, Outlook, Banking, Financial Analysis, Analysis, PowerPoint, Finance, Financial Modeling, Fixed Income, Investments, Risk Management, Series 7

Education
Florida Atlantic University   2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance

Francis Lewis High School   1996 — 2000
Law

Gabriel Vitale Gabriel Vitale Greater New York City Area Details
Gabriel Vitale's Merrill Lynch Experience March 2014 - July 2015
Job Customer Coordinator/Sales at C&L Sweeper & Pavement Maintanence Services
Industry Financial Services
Experience
C&L Services   July 2014 - Present
Merrill Lynch   March 2014 - July 2015
Florida Atlantic University  January 2011 - December 2013
Northwestern Mutual  April 2013 - October 2013
C&L Sweeper Service   June 2006 - August 2010

Skills
Financial Analysis, Microsoft Excel, Finance, Time Management, Customer Service, Investments, Leadership, Teamwork, Strategic Planning, Management, Social Networking, Financial Reporting, New Business Development, Wealth Management, Financial Planning, Public Speaking, Asphalt Paving, Pavement Management, Sales, Portfolio Management

Education
Florida Atlantic University   2011 — 2013
Bachelor's of Business Finance, Finance, General

Marco Coleman Marco Coleman Jacksonville, Florida Area Details
Marco Coleman's Merrill Lynch Experience August 2012 - September 2014
Job Managing Partner at Matador Financial Planning, LLC
Industry Financial Services
Experience
Matador Financial Planning, LLC   October 2014 - Present
MDC Ventures of North Florida   January 2002 - Present
Merrill Lynch   August 2012 - September 2014
National Football League  1992 - 2005

Skills
Investments, Sports, Sports Management, Sports Marketing, Strategic Financial..., Retirement Planning, Wealth Management, Financial Analysis, Public Speaking, Series 7, Estate Planning, Asset Management, Retirement, Portfolio Management, Securities, Investment Strategies, Alternative Investments, Financial Advisory, Series 65, 401k, Mutual Funds, Equities, Financial Services, Asset Allocation, Insurance, Life Insurance, Finance, Capital Markets, Financial Modeling, Mortgage Lending, Options, Relationship Management, Investment Banking, Hedge Funds, Risk Management, Valuation, Trading, Private Equity, Mergers & Acquisitions, Due Diligence, Loans, Venture Capital, Banking, Fixed Income, Funding, Credit, Executive Management, Corporate Finance, Small Business, Credit Analysis

Education
Flagler College   2014 — 2015
Business Administration and Management, General

Georgia Institute of Technology - Georgia Tech College of Management   2011 — 2012
Business Administration, Management and Operations

Georgia Institute of Technology   1988 — 1992
Industrial management

Daniel Monaco Daniel Monaco Lake Worth, Florida Details
Daniel Monaco's Merrill Lynch Experience April 2012 - September 2014
Job Managing Partner at Sanctum Media Group, Inc
Industry Capital Markets
Experience
Sanctum Media Group, Inc   June 2015 - Present
Sanctum Solutions   September 2014 - June 2015
Merrill Lynch   April 2012 - September 2014
Coastal Debt Solutions   January 2008 - February 2011

Skills
Wealth Management, Series 7, Fixed Income, Equities, Investments, Portfolio Management, Retirement Planning, Marketing Strategy, Management, Marketing, Sales, Sales Management, Strategic Planning, Finance, Negotiation, Online Marketing, Customer Service, Team Building, Leadership, Social Media Marketing, Financial Services, Business Development, Online Advertising, Small Business, Business Strategy, Business Planning

Education
Florida Atlantic University   1993 — 1998

Smithtown West High School   1988 — 1992

Tifany Gilmore Tifany Gilmore Jacksonville, Florida Area Details
Tifany Gilmore's Merrill Lynch Experience February 2014 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   February 2014 - Present
Merrill Edge  May 2013 - February 2014
Fidelity Investments  June 2011 - December 2012
Etrade  August 2009 - January 2011
Merrill Lynch   November 2007 - February 2009
Merrill Lynch   October 2005 - November 2007

Skills
Financial Analysis, Risk Management, Banking, Microsoft Word, Financial Modeling, Finance, Strategic Planning, Business Analysis, Microsoft Office, Customer Service, Microsoft Excel, CRM, Strategic Financial..., Investments, Fixed Annuities, FINRA, ETFs, Mortgage Lending, IRAs, 401k, Retirement, Investment Strategies, Alternative Investments, Asset Management, Investment Advisory, Fixed Income, Series 63, Asset Allocation, Credit, Call Centers, Equities, Wealth Management, Retirement Planning, Securities, Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Financial Services, Insurance

Education
Florida A&M University   1997 — 2001
Bachelor of Business Administration (B.B.A.), Student of Business Industry

Chad DeVore, CRPC®, CRPS® Chad DeVore, CRPC®, CRPS® Miami/Fort Lauderdale Area Details
Chad DeVore, CRPC®, CRPS®'s Merrill Lynch Experience February 2011 - December 2012
Job Financial Advisor
Industry Financial Services
Experience
Lincoln Investment Planning, Inc.   April 2013 - July 2015
Merrill Lynch   February 2011 - December 2012
American General Life Companies  December 2006 - February 2011

Skills
Life Insurance, Financial Planners, 401k Rollovers, Wealth Management, Sales Management, Qualified Retirement..., Retirement Plan..., Chartered Retirement..., Estate Planning, Stock Trading, Variable Annuities, Strategic Financial..., 401k, IRAs, SEP IRA, Managed Money, Bonds, Portfolio Management, Asset Management, Fixed Income Strategies, Stocks, Investment Brokerage, Investment Advisory, Financial Advisory, Simple IRA, Roth IRA, Mutual Funds, Long Term Care Insurance, 529 Plans, Money Management, Financial Services, Financial Markets, Cash Management, retirement plan, Bond Markets, Equity Trading, ETFs, Charitable Trusts, Employee Benefits, Voluntary Employee..., Real Estate, Real Estate License, Employee Wellness

Education
Florida Atlantic University   2015 — 2017
Master of Business Administration (M.B.A.), Finance, General

Slippery Rock University of Pennsylvania   2000 — 2004
Bachelor of Science, Business Marketing

Daniella Viete Daniella Viete Miami, Florida Details
Daniella Viete's Merrill Lynch Experience June 2015 - Present
Job Senior Financial Analyst at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   June 2015 - Present
Merrill Lynch   August 2012 - June 2015
Chase Investment Services  February 2012 - July 2012
Merrill Lynch   August 2011 - December 2011

Skills
CFA Level I, CFA Level II, Series 7, Series 66, Microsoft Office, Wealth Management, Investments, Bloomberg, Spanish, Microsoft Excel, Portfolio Management

Education
Florida Atlantic University   2007 — 2011
Bachelor of Business Administration (BBA), Finance and Economics

Fabio Barbieri, MBA Fabio Barbieri, MBA Washington D.C. Metro Area Details
Fabio Barbieri, MBA's Merrill Lynch Experience September 2012 - February 2013
Job Assistant Manager at Il Canale
Industry International Trade and Development
Experience
Il Canale   January 2014 - Present
Berlitz Corporation  March 2013 - December 2013
Merrill Lynch   September 2012 - February 2013
ABG Hana Truck Sport   January 2012 - August 2012
Pedal For Japan   May 2011 - December 2011
Florida Atlantic University  January 2009 - January 2011

Skills
Microsoft Office, Spanish, Accounting, Creative Writing, Business Analysis, Creative Problem Solving, Fundraising, Executive Reporting, Volunteering &..., Creative Strategy, Confidence Building, Business Travel, Computer Assembly, Computer Hardware..., Conversational Japanese, Thinking Outside The Box, Training, Marketing, Restructuring, Business Transformation, Personal Training, Hiring/firing, Staff Training, Hotel Management, Small Business..., Mindjet MindManager..., Quantitative Methods of..., Bike Touring, Survival Camping, Traveling Experience, Italian, Japanese culture, Italian Culture, Mediterranean Cultures, Interacting with..., Foster Cooperation..., Deep Thinking and..., Management, Leadership, Research, Time Management, Business Strategy, Strategic Planning, Project Management

Education
Florida Atlantic University   2009 — 2011
Master of Business Administration (MBA), Operations Management

Florida Atlantic University   2003 — 2008
Bachelors of Business Administration, International Business and Trade

Florida Atlantic University   2003 — 2008
Bachelors of Business Administration, General Management

Heather Levine Heather Levine West Palm Beach, Florida Area Details
Heather Levine's Merrill Lynch Experience January 2011 - June 2011
Job Analyst at BGI Advisors
Industry Financial Services
Experience
BGI Advisors   November 2014 - Present
SKICKS   November 2014 - Present
RN Network  August 2012 - November 2014
Florida Atlantic University  August 2010 - August 2012
The Cheesecake Factory  July 2009 - July 2012
Merrill Lynch   January 2011 - June 2011

Skills
Marketing, Process Scheduler, Outlook, PowerPoint, Microsoft Excel, Payroll, Training, Microsoft Office, Management, Human Resources, Leadership, Recruiting

Education
Florida Atlantic University   2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Central Florida   2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General

James Doolittle, CFA James Doolittle, CFA Greater Seattle Area Details
James Doolittle, CFA's Merrill Lynch Experience January 1983 - May 1994
Job V.P. & Senior Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank  October 2012 - Present
The Private Client Reserve of U.S. Bank   March 2009 - September 2012
Northern Trust Bank  May 2000 - February 2008
SunTrust Bank  January 1996 - April 2000
State of Florida (Treasurer's Office)   August 1994 - January 1996
Merrill Lynch   January 1983 - May 1994
Merrill Lynch   January 1980 - December 1982
Merrill Lynch   December 1977 - December 1979

Skills
Investment Strategies, Alternative Investments, Portfolios, Endowments, Portfolio Management, Asset Allocation, Asset Managment, Business Development, Equities, Economics, Estate Planning, Financial Analysis, Fixed Income, Insurance, Investment Advisory, Investments, Mutual Funds, Management, Investment Management, Private Banking, Strategic Financial..., Securities, Valuation, Financial Services, Wealth Management

Education
CFA Institute   1993 — 1995
Chartered Financial Analyst, Finance

Florida Atlantic University   1973 — 1977
B.B.A., Finance

Nuveen Wealth Management Institute

Trust School and Graduate Trust School
Finance

Cheyne Perry Cheyne Perry Fort Lauderdale, Florida Details
Cheyne Perry's Merrill Lynch Experience May 2011 - April 2013
Job Surgical Specialties Consultant at HAYES LOCUMS
Industry Automotive
Experience
HAYES LOCUMS  April 2015 - Present
Enterprise Holdings  April 2013 - April 2015
Merrill Lynch   May 2011 - April 2013
Merrill Lynch   April 2010 - August 2010

Skills
Wealth Management, Retirement Planning, Financial Analysis, Corporate Finance, Financial Reporting, Microsoft Excel, Sales Operations, Sales Management, Salesforce.com, Asset Allocation, Mutual Funds, Series 7, Investment Advisory, Series 63, Uniform Combined State...

Education
Florida Atlantic University   2008 — 2010
Bachelor of Business Administration, Finance

Florida State University   2006 — 2008
Associate's Degree, Accounting and Finance

Laura Michael Laura Michael Miami/Fort Lauderdale Area Details
Laura Michael's Merrill Lynch Experience June 2011 - Present
Job GWIM Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2011 - Present
Polo Ralph Lauren  October 2009 - May 2011

Skills
Microsoft Excel, Investments, Microsoft Office, PowerPoint, Social Media, Financial Analysis, Salesforce.com, English, Customer Service, Strategic Planning, Microsoft Word, Spanish, Financial Modeling

Education
Florida Atlantic University   2009 — 2012
BA, Finance and International Business

David Klinger David Klinger Greater New York City Area Details
David Klinger's Merrill Lynch Experience February 2006 - January 2009
Job Executive Vice President at Local Game Design, LLC
Industry Internet
Experience
Local Game Design, LLC   January 2012 - Present
Veizon Communications   April 2009 - Present
Verizon Enterprise Solutions  April 2009 - Present
Merrill Lynch   February 2006 - January 2009
ALM & Associates   January 2004 - February 2006

Skills
Customer Service, Strategic Planning, Account Management, Sales, Team Building, Event Planning, Leadership, Sales Management, Marketing, Social Media, Management, Negotiation

Education
Florida Atlantic University
Bachelor's Degree, Human Resources Management and Services

Dejon Ellis Dejon Ellis Jacksonville, Florida Area Details
Dejon Ellis's Merrill Lynch Experience November 2014 - Present
Job Operation Specialist
Industry Accounting
Experience
Merrill Lynch   November 2014 - Present
NASA - National Aeronautics and Space Administration  May 2014 - Present
Enterprise Rent-A-Car  May 2013 - Present
Comcast Cable  April 2009 - August 2009

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Accounting

Education
Florida Agricultural and Mechanical University   2005 — 2014
Bachelor's degree, Accounting

Joseph Zamora, CDPE® Joseph Zamora, CDPE® Jupiter, Florida Details
Joseph Zamora, CDPE®'s Merrill Lynch Experience May 2011 - December 2012
Job Investment & Luxury Real Estate Specialist, OffMarket Deals / Any Condition / Cash / Quick Closings Available
Industry Real Estate
Experience
Boca Executive Realty  January 2014 - Present
The Help Network, LLC   September 2006 - Present
Exit Realty The Global Group   December 2012 - December 2013
Localize Now Inc.   January 2012 - December 2013
Merrill Lynch   May 2011 - December 2012
JJAFE Property Investments, Inc   2003 - 2008
Wealth Intelligence Academy   2002 - 2004
Motorola  2001 - 2002
Southwestern  1997 - 1999

Skills
Finance, Investment Properties, Portfolio Management, Marketing, Real Estate, Entrepreneurship, Investments, Gold, Mergers, Alternative Investments, Social Networking, Valuation, Sales, Economic Development, Contract Negotiation, Equities, Series 7, Economics, Financial Modeling, Investment Advisory, Retirement Planning, Loans, Asset Managment, Small Business, Negotiation, Risk Management, New Business Development, Due Diligence, Financial Analysis, Venture Capital

Education
Florida Atlantic University   2008 — 2010
Master of Science, Urban & Regional Planning - Economic Development

University of Florida   1996 — 2002
BS, Industrial / Systems Engineering

Olympic Heights High

Meredith Dykes Meredith Dykes New Port Richey, Florida Details
Meredith Dykes's Merrill Lynch Experience February 2010 - November 2012
Job Trust Specialsit at Bank of America
Industry Banking
Experience
Bank of America  November 2012 - Present
Merrill Lynch   February 2010 - November 2012
FL Department of Revenue  August 1998 - December 2006

Education
Florida State University   2004 — 2006
Masters, Business Administration and Management, General

Flagler College-Tallahassee   2003 — 2004
Bachelors Degree, Business Administration and Management, General

Nicole L. Price Nicole L. Price Greater Atlanta Area Details
Nicole L. Price's Merrill Lynch Experience June 1996 - February 2001
Job Vice President, Business Relationship Management
Industry Financial Services
Experience
SunTrust Bank  October 2012 - April 2013
Wells Fargo Bank, N.A. The Private Bank   February 2001 - October 2012
Merrill Lynch   June 1996 - February 2001
Merrill Lynch & Co  June 1994 - June 1996

Skills
Asset Management, Investments, Wealth Management, Retirement Planning, Estate Planning, Investment Management, Insurance, Equities, Finance, Strategy, Management, Financial Planners

Education
Florida A&M University   1989 — 1992
B.S., Business/Managerial Economics

St. Louis University - John Cook School of Business   1992 — 1994
Master of Business Administration (M.B.A.), Finance/Marketing

Marella Flynn Marella Flynn Neptune Beach, Florida Details
Marella Flynn's Merrill Lynch Experience August 2012 - Present
Job Supervisor Insurance Operations at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2012 - Present
Merrill Lynch   January 2011 - August 2012

Skills
Risk Management, Business Analysis, Supervising, Operations Management, Operational Excellence, Finance, Organizational..., Insurance

Education
Flagler College
Bachelor of Arts (BA), Communication, General Public Relations

Orlando Gonzalez, PMP Orlando Gonzalez, PMP Greater New York City Area Details
Orlando Gonzalez, PMP's Merrill Lynch Experience April 1998 - March 2002
Job Program Manager
Industry Information Technology and Services
Experience
NYC Department of Health  June 2013 - Present
Bank of America Merrill Lynch  October 2010 - May 2015
Pfizer  April 2006 - August 2010
Volt Information Sciences  May 2004 - February 2006
PEPSI BOTTLING GROUP  May 2002 - February 2004
Merrill Lynch   April 1998 - March 2002

Skills
SharePoint, Access, VBA, Microsoft SQL Server, InfoPath, T-SQL, HTML, Projects, Microsoft Excel, ODBC, Business Process, PMO, Program Management, Project Management, Business Analysis, Business Process..., IT Strategy, PL/SQL, Process Improvement, SDLC, Six Sigma, Vendor Management

Education
New York University   2007 — 2009
Certificate, Business Project Management

Pace University - Lubin School of Business   2001 — 2002
MBA (partially complete), Management Information Systems

Florida Atlantic University   1994 — 1997
B.A., Political Science

Maria Traina Maria Traina Miami, Florida Details
Maria Traina's Merrill Lynch Experience October 2011 - Present
Job Resident Director's Assistant at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   October 2011 - Present
Wells Fargo  January 2011 - October 2011
Everglades University  July 2010 - January 2011
Innovation Ads  January 2010 - July 2010

Skills
Training, Management, Marketing, PowerPoint, Customer Service, Call Centers, New Business Development, Microsoft Office, Enrollment Management, Admissions, Higher Education, Email Marketing, Social Media, Process Improvement, Sales Management, Salesforce.com, Strategic Planning, Call Center, Photoshop, Sales, Leadership, Coaching, Negotiation, E-Learning, Organizational..., Lead Generation, Employee Relations, Series 7, Trading, Financial Analysis, Financial Reporting, Financial Modeling, Managerial Finance, Financial Risk, Strategic Financial..., Operations Management, Investments, Wealth Management, Banking, Risk Management, Financial Services, Business Strategy, Finance, Public Speaking, Financial Planning

Education
Lynn University   2005 — 2007
Master's degree, Educational Leadership and Administration, General

Florida Atlantic University   2002 — 2004
Bachelor of Arts (BA), English Language and Literature/Letters

Dex Murphy Dex Murphy Houston, Texas Area Details
Dex Murphy's Merrill Lynch Experience August 2008 - December 2008
Job Contracts Manager at Lockwood International
Industry Oil & Energy
Experience
Lockwood International  May 2012 - Present
Tower Collateral Solutions, LLC   December 2010 - May 2012
Largo Investigations, Inc.   September 2006 - December 2010
Merrill Lynch   August 2008 - December 2008

Skills
Leadership, Project Management, Teamwork, Financial Analysis, Sales, Microsoft Excel, Contract Negotiation, Training, Process Improvement, Strategic Planning, Valves, Team Leadership, Corporate Finance, Warehousing, Financial Reporting, Business Planning, Accounting, Quality Auditing, Oil & Gas Industry, Skilled Multi-tasker, Inventory Analysis, Warehouse Operations, Microsoft Office, Materials Management, Able to Multi-task, Problem Solving, Data Analysis, Analytical Skills, Internal Audit, Communication, Italian, APLUS, Inventory Audit, Customer Service, Energy Industry, ERP Implementations, B2B2C, Inventory, Contract Management, Management, Procurement

Education
Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Finance, Minor in Italian Language

Kevin Dowd Kevin Dowd Boca Raton, Florida Details
Kevin Dowd's Merrill Lynch Experience August 2001 - September 2003
Job East Coast Sales Director at Gubagoo
Industry Automotive
Experience
Gubagoo  April 2013 - Present
Morgan Stanley  2005 - 2012
Dreyfus Corporation  2003 - 2005
Merrill Lynch   August 2001 - September 2003
Boca Raton Resort & Club, A Waldorf Astoria Resort   January 1999 - July 2001

Skills
Sales, Forecasting, Finance, Business Development, Business Planning, CRM, Competitive Analysis, Start-ups, Pricing, Strategy, Sales Process, Account Management, Sales Management, B2B, Customer Retention, Sales Operations, Marketing Strategy, New Business Development

Education
Florida Atlantic University   1995 — 1999

Tyson Shelby Tyson Shelby Greater Boston Area Details
Tyson Shelby's Merrill Lynch Experience September 2009 - December 2009
Job Client Systems Associate at Federal Street Advisors
Industry Financial Services
Experience
Federal Street Advisors  November 2013 - Present
Green Century Capital Management  November 2011 - November 2013
Progressive Asset Management  November 2010 - November 2011
Merrill Lynch   September 2009 - December 2009

Education
Flagler College   2006 — 2010
Bachelor of Art, Major: Accounting. Minors: Finance, Business, Religion

University of Massachusetts Dartmouth   2011 — 2011
Post Baccalaureate Certificate in Sustainable Development

Ashley Ferrentino Ashley Ferrentino Miami/Fort Lauderdale Area Details
Ashley Ferrentino's Merrill Lynch Experience November 2008 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   November 2008 - Present
Wachovia Securities Financial Network  June 2005 - November 2008

Skills
Series 7, Series 63, Series 65, Trading, Certified Special Needs..., Notary Public, Wealth Management, Mutual Funds, Securities, Investment Advisory, Asset Allocation

Education
Florida Atlantic University   2003 — 2008
Bachelor's degree, Finance, General

Alexis Kelly Alexis Kelly Atlanta, Georgia Details
Alexis Kelly's Merrill Lynch Experience 2008 - 2009
Job Financial Services Professional
Industry Investment Management
Experience
E*TRADE Financial  2013 - Present
Gadsden County School Board  2010 - 2011
Florida State University  2009 - 2010
Merrill Lynch   2008 - 2009

Education
Florida Agricultural and Mechanical University   1999 — 2003
Bachelor of Science, Health Science

Eileen Vargas Eileen Vargas West Palm Beach, Florida Area Details
Eileen Vargas's Merrill Lynch Experience September 2005 - June 2007
Job Experienced sales manager
Industry Banking
Experience
WebEquity Solutions  October 2012 - May 2013
Intercontinental Warranty Services   March 2011 - October 2012
Avon  July 2008 - July 2010
Merrill Lynch   September 2005 - June 2007

Skills
Speaker at Maverick..., Board of Director..., Leadership, Sales, CRM, Strategic Partnerships, Sales Management, Management, Strategy, Training, Coaching, Strategic Planning

Education
Nova Southeastern University
Master of Business Administration (M.B.A.), Business Administration and Management, General

Florida Atlantic University   1989 — 1992
Bachelor's Degree, Marketing

Renee Pyka Renee Pyka Boca Raton, Florida Details
Renee Pyka's Merrill Lynch Experience November 2006 - June 2009
Job Vice President Chase Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A.   September 2010 - Present
Pyka & Associates Inc   June 2009 - September 2010
Merrill Lynch   November 2006 - June 2009

Education
University of North Florida - College of Business Administration   2005 — 2006
MBA, Management, Finance

Flagler College   2000 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General

Jason Curcio Jason Curcio Palm Beach Gardens, Florida Details
Jason Curcio's Merrill Lynch Experience June 2014 - Present
Job Sales Professional
Industry Insurance
Experience
Merrill Lynch   June 2014 - Present
Mercedes-Benz USA  February 2013 - June 2014
Restaurant Programs of America   March 2010 - September 2012
Pyrogrill, Inc.   2003 - 2009
INSURANCE KINGDOM   1997 - 2003
Tire Kingdom  1988 - 1997

Skills
Property & Casualty..., National Account..., National Accounts, Client Retention, Food Service, Major Accounts, Consultative Selling, Closing Deals, Account Management, Customer Retention, Insurance, Selling, Deal Closure, Workers Compensation, Cold Calling, Small Business, Marketing, Management, Marketing Strategy, Leadership, Sales Management, Lead Generation

Education
Florida Atlantic University   1991 — 1993

Palm Beach State College   1988 — 1991
Associate of Arts (AA), Marketing

Cardinal Newman High School   1984 — 1988

Barnabas White Barnabas White Greater Atlanta Area Details
Barnabas White's Merrill Lynch Experience September 2011 - December 2012
Job Retirement Plan Consultant at Transamerica Financial Solutions
Industry Financial Services
Experience
Transamerica Financial Solutions  September 2013 - Present
Merrill Lynch   September 2011 - December 2012
Lovejoy Associates   2009 - 2010
SunTrust Bank  July 2006 - May 2009
Etrade Financial  June 2000 - July 2006

Skills
CRPC, Retirement Planning, 401k, Series 7, Insurance, Retirement, Fixed Annuities, Investments, Alternative Investments, IRAs, Finance, Management

Education
Florida Agricultural and Mechanical University   1992 — 1996
B.S., Business Economics

Aaron Lewter Aaron Lewter Jacksonville, Florida Area Details
Aaron Lewter's Merrill Lynch Experience June 2001 - April 2009
Job Director of Information Security at Availity
Industry Information Technology and Services
Experience
Availity  March 2015 - Present
Availity  March 2012 - March 2015
Availity  January 2011 - April 2012
Bank of America  April 2009 - January 2011
Merrill Lynch   June 2001 - April 2009
EkoVista.com   2000 - 2001
MSC Computers   1999 - 2000

Skills
Citrix, Apple, Linux, Red Hat Linux, IT Strategy, Infrastructure Planning, ITIL, IT Management, Enterprise Architecture, Systems Management, Citrix Metaframe, Technical Writing, IT Governance, Virtualization, Hardware, Team Leadership, Application..., Server Monitoring, IT Operations, IT Service Management, VMware, Infrastructure, Windows Server, Governance, Information Technology, SDLC, Servers, SharePoint, Disaster Recovery, Active Directory, Vendor Management, Networking, Security, Cloud Computing, System Deployment, Architectures, Business Continuity, Data Center, Information Security..., Network Security, Network Architecture, Thought Leadership, Computer Security, Storage Area Networks, System Administration

Education
Florida Atlantic University   1994 — 1998
BA, English

Panama Canal College   1991 — 1994
AA, English

Derric Hoover Derric Hoover Dallas, Texas Details
Derric Hoover's Merrill Lynch Experience April 2007 - January 2009
Job Wealth Advisor at USAA
Industry Financial Services
Experience
USAA  June 2012 - Present
VALIC  January 2010 - April 2012
Merrill Lynch   April 2007 - January 2009
Alcoa Inc.  August 2005 - August 2007

Skills
Finance, Leadership, Public Speaking, Forecasting, Accounting, Banking, Budgets, Corporate Finance, Business Analysis

Education
Florida Agricultural and Mechanical University   1999 — 2005

Sandy Appelman Sandy Appelman Richmond, Virginia Details
Sandy Appelman's Merrill Lynch Experience April 1994 - January 1996
Job I enjoy spreadsheets more than most people.
Industry Real Estate
Experience
Lion's Paw Development Company, LLC   January 2008 - Present
Keller Williams Realty  January 2015 - Present
Fighting More Than Fire   April 2012 - Present
To The Bottom and Back   September 2009 - December 2011
Glass & Powder Boardshop, Inc.   November 1998 - August 2008
JW Charles & Associates   January 1996 - November 1998
Merrill Lynch   April 1994 - January 1996

Skills
Investments, Strategic Financial..., Financial Analysis, Asset Managment, Valuation, Real Estate, Financial Modeling, Portfolio Management, Finance, Series 7, Equities, Real Estate Economics, Investment Strategies, Alternative Investments, Mortgage Lending, Investment Management, Risk Management, Due Diligence, Investment Advisory, Capital Markets, Loans, Wealth Management, Real Estate Financing, Securities, Asset Management, Private Equity, Commercial Real Estate, Disposition, Brokerage, Investment Properties, Real Estate Development, Corporate Real Estate, Management, Strategic Planning

Education
Virginia Commonwealth University   2008 — 2008
Graduate Certificate in Urban Revitalization, Real Estate

Virginia Commonwealth University - School of Business   2006 — 2008
MBA, Real Estate

Florida Atlantic University   1989 — 1994
BA, Finance

Grant Terry Grant Terry Saint Augustine, Florida Details
Grant Terry's Merrill Lynch Experience May 2013 - August 2013
Job Project Manager at Northrop Grumman Corporation
Industry Defense & Space
Experience
Northrop Grumman Corporation  January 2014 - Present
Merrill Lynch   May 2013 - August 2013

Skills
Program Management, Public Speaking, Earned Value Management, Business Analysis, Security Clearance, Project Management, DoD, Six Sigma, Government, Access, MS Project, Risk Management, Government Contracting, Requirements Management, SharePoint, Change Management, Financial Analysis, SAP, Managerial Finance, Business Objects, Engineering Change, Budget Monitoring, Budget Management, Business Strategy, Microsoft Excel, Research, Leadership, Microsoft Word, PowerPoint, Microsoft Office, Time Management, Teamwork, Change Engineering, Microsoft Project, Project Estimation

Education
Florida Institute of Technology   2015 — 2017
Master of Business Administration (M.B.A.), Project Management

Flagler College   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General

Deirdre Amola Deirdre Amola Houston, Texas Details
Deirdre Amola's Merrill Lynch Experience June 2006 - August 2006
Job Consultant
Industry Hospital & Health Care
Experience
The Boston Consulting Group  April 2015 - Present
Wit Interactive   September 2012 - Present
Burger King Corporation  June 2014 - August 2014
Chevron  June 2010 - June 2012
Chevron  October 2009 - May 2010
Chevron  April 2009 - September 2009
Campus Apparel   August 2006 - December 2008
J.P. Morgan   June 2008 - August 2008
Citigroup  June 2007 - August 2007
Merrill Lynch   June 2006 - August 2006

Skills
Financial Modeling, Financial Analysis, Project Management, Due Diligence, Corporate Finance, Valuation, Business Strategy, Analysis, Data Analysis, Strategic Planning, Financial Reporting, Accounting, Management Consulting, Entrepreneurship, Strategy, Management

Education
The University of Chicago - Booth School of Business   2012 — 2014
Master of Business Administration (MBA), Operations Management, Entrepreneurship, Strategic Management

Florida Agricultural and Mechanical University   2004 — 2008
Bachelor of Business Administration (B.B.A.), Concentration in Finance and Accounting, 4.0/4.0

Scott Trotter Scott Trotter Arlington, Virginia Details
Scott Trotter's Merrill Lynch Experience June 2011 - October 2011
Job Principal at Infinitive
Industry Marketing and Advertising
Experience
Infinitive  October 2014 - Present
Knowlera Media  August 2012 - November 2013
Abercrombie & Fitch  October 2011 - August 2012
Merrill Lynch   June 2011 - October 2011

Skills
Leadership, Time Management, Customer Service, Social Media Marketing, Advertising, Online Marketing, Marketing Strategy, Sales, Microsoft Office

Education
Flagler College   2008 — 2011
Bachelor of Arts, Business Administration

LaToya Grant LaToya Grant Washington, District Of Columbia Details
LaToya Grant's Merrill Lynch Experience September 2007 - February 2009
Job
Industry Education Management
Experience
District of Columbia Public Schools (DCPS)   August 2014 - Present
Michelle In Training   December 2012 - January 2015
Financial Industry Regulatory Authority  February 2012 - March 2014
Accretive Health  December 2011 - February 2012
STi, Inc  January 2010 - July 2011
TSM Corporation  March 2009 - January 2010
Merrill Lynch   September 2007 - February 2009
Merrill Lynch   June 2006 - September 2007
Merrill Lynch   September 2004 - June 2006

Skills
PowerPoint, Outlook, Word, Policy Analysis, Logistics Management, Social Media, Problem Solving, Financial Analysis, Newsletters, News Writing, Public Relations, Research, Marketing Communications, Social Sciences, Social Networking, Government Procurement, Six Sigma, Persistence, Blogging, Dedication to..., Loyal, Microsoft Excel, Public Speaking, Domestic Violence..., Microsoft Word, Auditing, Finance, Customer Service, Accounting, Government, Nonprofits, Policy, Legal Writing

Education
Florida Agricultural and Mechanical University   2000 — 2004
Bachelors, Political Science

Edward Grimpe, CRPC Edward Grimpe, CRPC Fort Lauderdale, Florida Details
Edward Grimpe, CRPC's Merrill Lynch Experience 1996 - May 2013
Job Managing Director, Complex Manager South Florida Region at BB&T Scott and Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow   May 2013 - Present
Merrill Lynch   1996 - May 2013
Ethicon Endo-Surgery  April 1992 - April 1996
Lanier Worldwide  April 1989 - April 1992

Skills
Wealth Management, Investments, Financial Services, Series 7, Portfolio Management, Estate Planning, Mutual Funds, Strategic Financial..., Financial Advisory, Strategy, Series 63, Retirement Planning, Financial Planning, Financial Modeling, Asset Management, Retirement, Investment Advisory, Insurance, Asset Allocation, Equities, FINRA, Securities, Employee Benefits, Alternative Investments, Fixed Annuities, Investment Strategies, Asset Managment, 401k Rollovers, Wealth, Wealth Management..., IRAs, ETFs, Uniform Combined State..., 401k, Series 65, 529 Plans, Saving for Education, Separately Managed..., Series 66, Retirement Income..., Series 9, Series 10, Series 31

Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Corporate Management

Florida Atlantic University - College of Business
Bachelor's degree, Corporate Management

Owen Rahman Owen Rahman Greater Philadelphia Area Details
Owen Rahman's Merrill Lynch Experience 2011 - Present
Job Financial & educational services specialist
Industry Financial Services
Experience
Merrill Lynch   2011 - Present
Brainiac Universe llc   January 2007 - Present
The Vanguard Group  August 2007 - December 2008

Skills
Series 63, Tutoring, Mutual Funds, Series 7, Investments, Financial Services, Wealth Management, Equities, Securities, Fixed Income, Retirement Planning, Asset Management, Portfolio Management, Asset Allocation, Retirement, Strategic Financial...

Education
Florida Agricultural and Mechanical University   2000 — 2006
BS, Economics / Chemistry

Andrew Bain, Esq. Andrew Bain, Esq. Orlando, Florida Area Details
Andrew Bain, Esq.'s Merrill Lynch Experience December 2008 - July 2009
Job Assistant State Attorney at Jeffrey L. Ashton, State Attorney, Ninth Circuit
Industry Law Practice
Experience
Jeffrey L. Ashton, State Attorney, Ninth Circuit   October 2013 - Present
Florida A&M University  August 2010 - May 2013
State Attorney's Office for the Ninth Circuit of Florida   January 2013 - April 2013
Florida Office of the Attorney General  September 2012 - November 2012
165th Civil District Court Harris County, Texas   May 2012 - July 2012
Florida Department of Business and Professional Regulation  October 2011 - December 2011
Marshall C. Watson Law Firm   October 2009 - August 2010
Merrill Lynch   December 2008 - July 2009
New York Football Giants  April 2008 - September 2008
Kluger Peretz Kaplan & Berlin  May 2006 - August 2006

Skills
Legal Writing, Legal Research, Public Speaking, Research, Criminal Law, Westlaw, PowerPoint, Policy Analysis, Litigation, Microsoft Word, Microsoft Excel, Legal Assistance, Outlook, Marketing, Consulting, Speech Writing, Initiator, Finance, Fast Learner, Qualified Mediator, Trade Compliance

Education
Florida Agricultural and Mechanical University, College of Law   2010 — 2013
Doctor of Law (JD), Law

University of Miami   2003 — 2007
BA, Psychology and Business Law

Blanche Ely High School   2000 — 2003
High School

Arlin Zajmi Arlin Zajmi Minneapolis, Minnesota Details
Arlin Zajmi's Merrill Lynch Experience September 2009 - January 2010
Job Associate Buyer Girls Sportswear at Target
Industry Retail
Experience
Target  January 2015 - Present
Target  May 2014 - Present
Target  March 2013 - May 2014
Walmart  January 2012 - December 2012
Walmart  May 2011 - September 2011
Merrill Lynch   September 2009 - January 2010

Skills
Wal-Mart, Merchandising, Retail, CPFR, Visual Merchandising, Inventory Management, Assortment, Inventory Control, Store Management, Customer Service, Income Statement, Microsoft Excel, Profit, PowerPoint, Forecasting, Leadership, Management, Social Networking, Analysis, Sales, Time Management, Budgets, Competitive Analysis, Pricing, Training, Strategy, Merchandise Planning, Finance, P

Education
Flagler College   2008 — 2011
Bachelor of Arts (B.A.), Business Administration and Management

Diane Willis Diane Willis Charlotte, North Carolina Area Details
Diane Willis's Merrill Lynch Experience May 2000 - November 2004
Job Divorce Financial Analyst
Industry Financial Services
Experience
Wilshire Financial  February 2005 - Present
Merrill Lynch   May 2000 - November 2004
Mercer Global Advisors  January 1991 - April 2000

Education
Mediation, Inc.   2012 — 2012
Certificate Course, Family and Divorce Mediation Training, Certificate

Institute for Divorce Financial Analysts   2002 — 2003
CDFA, Divorce Financial Analysis

Institute for Certified Financial Planners   1985 — 1986
CFP, Financial Planning

Florida Atlantic University   1981 — 1982
CLA, Paralegal

Amanda Vvong Amanda Vvong West Palm Beach, Florida Area Details
Amanda Vvong's Merrill Lynch Experience August 2006 - March 2007
Job CADD Analyst at Woolbright Development
Industry Financial Services
Experience
Woolbright Development  September 2012 - Present
Mart Management, LLC   September 2010 - September 2012
Precision Machine Technology, LLC   February 2011 - September 2012
P.F. Chang's China Bistro   September 2006 - February 2011
Merrill Lynch   August 2006 - March 2007

Skills
Marketing, Public Relations, Market Research, Marketing Strategy, Social Media Marketing, Customer Service, Email Marketing, Social Media, Direct Marketing, Strategic Planning, Microsoft Office, Microsoft Excel

Education
Florida Atlantic University   2006 — 2009
Bachelor's degree, Finance

Eustis High School

Adrianne Henderson Adrianne Henderson Greater Los Angeles Area Details
Adrianne Henderson's Merrill Lynch Experience June 2006 - 2006
Job Sales Finance Manager at Deluxe Entertainment Services Group
Industry Online Media
Experience
Deluxe Entertainment Services Group  January 2015 - Present
Yahoo!  June 2013 - 2014
Wrigley  January 2011 - 2013
WM. WRIGLEY, JR. COMPANY   July 2008 - January 2011
Time Warner Inc.  May 2007 - August 2007
Merrill Lynch   June 2006 - 2006

Education
University of Michigan - Stephen M. Ross School of Business   2005 — 2008
BBA, Finance

Florida Agricultural and Mechanical University   2004 — 2005
Business Admin

Don Ferraro Don Ferraro Port Saint Lucie, Florida Details
Don Ferraro's Merrill Lynch Experience June 1993 - January 1995
Job President and CEO at Treasure Coast Parenting
Industry Publishing
Experience
Treasure Coast Parenting   January 2009 - Present
The Answer Group (TAG)   March 2000 - October 2008
Merion Publications  January 1999 - March 2000
AAA South Jersey Yellow Pages   March 1998 - January 1999
Micdonli Enterprises   January 1995 - March 1998
Merrill Lynch   June 1993 - January 1995

Skills
Strategic Planning, Management, Operations Management, Project Management, Business Strategy, New Business Development, Business Development, Start-ups, Digital Media, Social Media, Marketing Strategy, Strategy, Online Advertising, Change Management, Marketing, Strategic Partnerships

Education
Florida Atlantic University   2001 — 2005
MBA, Finance

Villanova University   1990 — 1993
BS, International Business / Political Science

United States Naval Academy   1988 — 1990
Economics

Sherri Wagner, SPHR, SHRM-SCP, CPLP Sherri Wagner, SPHR, SHRM-SCP, CPLP Houston, Texas Area Details
Sherri Wagner, SPHR, SHRM-SCP, CPLP's Merrill Lynch Experience July 2007 - March 2009
Job Senior Human Resources Professional
Industry Human Resources
Experience
CEVA Logistics  March 2011 - Present
AutoZone  August 2009 - March 2011
Merrill Lynch   July 2007 - March 2009
MatrixOneSource (formerly Matrix Employee Leasing)   July 2006 - June 2007

Skills
Employee Relations, Training Delivery, Organizational..., Performance Management, Performance Improvement, Behavioral Interviewing, Employee Benefits, Employee Recognition, Strategic Human..., Human Resource..., Instructional Design, Business Coaching, Management Development, Leadership Development, Business Partner..., Training, Recruiting, Succession Planning, Leadership, Onboarding, Human Resources, Talent Acquisition, Benefits Administration, College Recruiting, Personnel Management, Deferred Compensation, HRIS, New Hire Orientations, Strategy, Labor Relations, Applicant Tracking..., HR Policies, Talent Management, Employee Engagement, Workforce Planning, FMLA, Employee Training, Performance Appraisal, Career Development, Interviews, Job Descriptions, Job Evaluation, Hiring, Temporary Placement, Employee Handbooks, Job Analysis, Taleo, PeopleSoft, Technical Recruiting, Sourcing

Education
Indiana State University   2003 — 2004
M.S., Human Resources Development

Florida Atlantic University   1996 — 1997
B.A., Psychology

Brock Hubbard Brock Hubbard Houston, Texas Details
Brock Hubbard's Merrill Lynch Experience 1998 - 2001
Job Information Technology and Services
Industry Information Technology and Services
Experience
Sunnova  March 2015 - Present
Bluewolf  October 2013 - March 2015
Bluewolf  January 2012 - October 2013
Bluewolf  January 2011 - January 2012
Janus Capital Group  February 2006 - January 2011
Janus Capital Group  November 2003 - February 2006
Great-West Life  2002 - 2003
Merrill Lynch   1998 - 2001

Skills
Problem Solving, Operations Management, Salesforce.com, Business Analysis, Vendor Management, Project Delivery, Process Improvement, Google Apps, Microsoft Office, Financial Reporting, CRM, SaaS, Leadership, Strategy, Program Management, Cloud Computing, Business Process, Integration, Business Intelligence, Analysis, Analytics, IT Strategy, Enterprise Software, Professional Services, Requirements Analysis, SDLC, Software Project..., Consulting, Solution Architecture, Enterprise Architecture, Agile Project Management, SharePoint, Requirements Gathering, Data Warehousing, Agile Methodologies, Visio

Education
Florida Atlantic University
BS, Business Administration, Accounting

Regis University
MBA, Operations Management

Chelsea King Chelsea King Ponte Vedra Beach, Florida Details
Chelsea King's Merrill Lynch Experience October 2012 - March 2013
Job Onboarding Specialist at Optimum Healthcare IT
Industry Hospital & Health Care
Experience
Optimum Healthcare IT  August 2013 - Present
Optimum Healthcare IT  May 2013 - Present
Merrill Lynch   October 2012 - March 2013

Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Training, Access, Analysis, Budgets, Healthcare, Leadership, Outlook, Payroll, Process Improvement, Software Documentation

Education
Flagler College   2007 — 2012
Bachelor of Arts (B.A.), Public Relations/Advertising

Robert Shelby Robert Shelby West Palm Beach, Florida Area Details
Robert Shelby's Merrill Lynch Experience 2005 - 2006
Job Health Insurance Specialist at Health Benefits Center
Industry Insurance
Experience
Health Benefits Center  September 2015 - Present
Northwestern Mutual  June 2015 - Present
Homeland HealthCare  February 2012 - April 2015
Parts Base   2009 - 2011
City Furniture  2006 - 2008
Merrill Lynch   2005 - 2006
Florida Atlantic University  2003 - 2005
United States Air Force  2000 - 2003
Houston's Restaurant  1999 - 2003

Skills
Teamwork, Business Intelligence, Sourcing, Social Media, Account Management, Sales Management, Customer Service, Customer Retention, Health Insurance, Microsoft Office, Recruiting, IBM iSeries, Team Building, Marketing, New Business Development, Lead Generation, Sales, Business Development, Training, Negotiation, Public Speaking, Critical Thinking, Leadership Development, Licensed Life & Health..., FAA Licensed Pilot, Direct Sales, Analysis, Customer Satisfaction, Leadership, Strategic Planning, Market Research, CRM, Sales Operations, Employee Training, Management, Employee Relations, Process Improvement, Interviews, Operations Management, Coaching, Human Resources, Contract Negotiation, Team Leadership, Performance Management, Talent Acquisition, Insurance, Employee Benefits, Cold Calling, Affordable Care Act and..., Outlook

Education
Florida Atlantic University   2002 — 2006
Bachelor of Business Administration (BBA), Human Resources

University of Central Florida   2001 — 2003
Associate of Arts (AA), Military Operational Art and Science/Studies

Chris Soviero Chris Soviero Dallas/Fort Worth Area Details
Chris Soviero's Merrill Lynch Experience September 2014 - Present
Job Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch   September 2014 - Present
Bank of America Merchant Services  September 2013 - September 2014
Bank of America  October 2012 - September 2013
Grand Homes  August 2009 - April 2011
RE/MAX 5 STAR Real Estate   February 2005 - November 2008
JCPenney  May 2003 - February 2005

Skills
Sales, Leadership, Marketing, Real Estate, Contract Negotiation, Negotiation, Management, Customer Service, Strategic Planning, Investment Properties, Investments, Financial Analysis, Investors, Portfolio Management, Selling, Competitive Analysis, Human Resources, Sellers

Education
Flagler College   2000 — 2003
Business Administration, Business and Spanish

Claudio Conte Claudio Conte West Palm Beach, Florida Area Details
Claudio Conte's Merrill Lynch Experience June 2014 - August 2014
Job Tax Intern at EY
Industry Accounting
Experience
EY  June 2015 - Present
Merrill Lynch   June 2014 - August 2014
JC Commercial Realty   January 2013 - June 2014
Castle Wealth Management   May 2013 - August 2013

Skills
Microsoft Excel, Finance, Real Estate, Strategy, Corporate Finance, Investments, Marketing, Management, Accounting, Social Media, Strategic Planning, Public Speaking

Education
Florida Atlantic University   2013 — 2015
Bachelor's Degree, Accounting, 3.8 GPA

Tiffany Weimar, MBA Tiffany Weimar, MBA West Palm Beach, Florida Area Details
Tiffany Weimar, MBA's Merrill Lynch Experience August 2007 - May 2008
Job Business Development Manager at RGD Consulting Engineers
Industry Hospital & Health Care
Experience
RGD Consulting Engineers  May 2015 - Present
Florida Atlantic University  May 2010 - Present
Heartcare Imaging, Inc   April 2012 - Present
MoreVisibility  October 2010 - April 2012
Florida Atlantic University  May 2009 - May 2010
Delta Phi Epsilon International Sorority  December 2006 - December 2008
Merrill Lynch   August 2007 - May 2008

Skills
Breast Imaging, Molecular Imaging, Positron Emission..., Project Management, Sales, Business Model..., Email Marketing, Marketing Strategy, Social Media Marketing, Social Networking, Social Media, Advertising, Public Relations, Market Research, Press Releases, Leadership, Blogging, Business Development, Event Management, Time Management, Entrepreneurship, Public Speaking, Strategic Planning, Budgets, New Business Development, Management

Education
Florida Atlantic University   2008 — 2010
Masters Degree, Business Management (MBA)

Florida Atlantic University   2004 — 2008
Bachelor's Degree, Triple Major: International Business & Trade, Marketing, & Business Management

Lauren Chamberlain Lauren Chamberlain Tampa, Florida Details
Lauren Chamberlain's Merrill Lynch Experience May 2007 - May 2008
Job Owner at Pure Barre Clearwater
Industry Sports
Experience
Pure Barre Clearwater   February 2015 - Present
Pure Barre Bradenton   February 2015 - Present
Pure Barre St Pete   November 2012 - Present
Pure Barre Tampa   September 2012 - Present
Charles Schwab  July 2011 - July 2012
Charles Schwab & Co.   September 2009 - July 2011
Merrill Lynch   May 2007 - May 2008

Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Asset Managment, Investments, Equities, Strategic Financial..., Financial Analysis, Asset Management, Finance, Alternative Investments

Education
Florida Atlantic University   2002 — 2007
B.A., Marketing

Florida Atlantic University - College of Business   2002 — 2007
Marketing, Business, Management, Marketing, and Related Support Services

Jared Griffith Jared Griffith Los Angeles, California Details
Jared Griffith's Merrill Lynch Experience August 2006 - August 2008
Job MBA Candidate UCLA Anderson School of Management
Industry Mental Health Care
Experience
The Centers, Inc.   January 2015 - August 2015
Griffith Family Portfolio Management   August 2009 - July 2015
Bank of America Merrill Lynch  August 2008 - August 2009
Merrill Lynch   August 2006 - August 2008
JPMorgan Chase  July 2005 - July 2006
JPMorgan Chase & Co.   June 2004 - August 2004
Costco Wholesale  May 2002 - April 2003

Skills
Financial Markets, Investments, Risk Management, Accounting, Banking, Management, Microsoft Excel, Economics, Securities, Capital Markets, Municipal Bonds, Interest Rate..., Investment Banking, Derivatives, Public Speaking, Leadership, Portfolio Management, Finance, Financial Analysis, Public Finance, Data Analysis, Business Process..., Strategic Planning, Financial Modeling, Corporate Finance

Education
UCLA Anderson School of Management   2015 — 2017
Master of Business Administration (MBA), Finance, Strategy, Entrepreneurship

Florida Agricultural and Mechanical University   2000 — 2005
Bachelor of Science (B.S.), Accounting, Magna Cum Laude

Casey Moye Casey Moye West Palm Beach, Florida Details
Casey Moye's Merrill Lynch Experience August 2006 - July 2007
Job Project Valuation Analyst at NextEra Energy Resources
Industry Venture Capital & Private Equity
Experience
NextEra Energy Resources  January 2014 - Present
Sun Capital Partners  December 2010 - January 2014
Marcum LLP  February 2010 - December 2010
Global Trust Asset Management   August 2007 - February 2010
Merrill Lynch   August 2006 - July 2007

Skills
Private Equity, Valuation, Financial Modeling, Finance, Financial Analysis, Due Diligence, Management, Portfolio Management, Corporate Finance, Mergers & Acquisitions, Investments, Investment Banking, Financial Reporting, Venture Capital, Accounting, Alternative Investments, Auditing, LBO, Business Valuation, Financial Accounting, M&A experience, Business Planning, Restructuring, Business Strategy, Leveraged Finance, Corporate Development, Energy, Renewable Energy, Strategy, Tax Equity, Project Finance, Wind Energy

Education
University of Florida   2014 — 2015
Master of Business Administration (MBA)

Florida Atlantic University   2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance

David A.A. Ross David A.A. Ross Greater New York City Area Details
David A.A. Ross's Merrill Lynch Experience January 2000 - 2005
Job Marketing Communications | CMO | Developing and Implementing Transformational Branding | Business Development Strategies
Industry Financial Services
Experience
Viteos Fund Services   2013 - Present
HSBC Group PLC   September 2010 - March 2013
T.Rowe Price  July 2008 - September 2010
Merrill Lynch   January 2000 - 2005
Citigroup Salomon Smith Barney  1999 - January 2000
Goldman Sachs  1997 - 1998
Reebok, Fitness Academy Austria   1992 - 1997

Skills
Corporate Branding, Public Relations, Digital Marketing, Mobile Marketing, Banking, Investment Banking, Program Management, Collateral, Marketing Communications, Relationship Management, RFP, Financial Markets, Securities, Trading, Content Strategy, Integrated Marketing, Strategy, Leadership, Competitive Analysis, Business Development, Analysis, Risk Management, Asset Management, Mutual Funds, Equities, Investments

Education
The Johns Hopkins University - Carey Business School   2009 — 2010
MBA, Business Administration and Leadership

Hofstra University   1989 — 1991
B.B.A., Banking and Finance

Florida Atlantic University   1985 — 1987
Bachelor of Business Administration (BBA) Course Study, Business

CFA Institute   2000 — 2000
CFA I, Financial Analysis

Landmark Education   1900 — 1900
Graduate, Innovative programs for living an extraordinary life

Newtown Boys R.C.

Livingston Albritten Livingston Albritten Dallas/Fort Worth Area Details
Livingston Albritten's Merrill Lynch Experience July 2015 - Present
Job Director
Industry Investment Management
Experience
Merrill Lynch   July 2015 - Present
Bank of America  May 2014 - July 2015
Bank of America  January 2012 - May 2014
Bank of America  August 2009 - January 2012
Bank of America  January 2007 - August 2009
Bank of America  January 2006 - June 2007
Bank of America  January 2004 - January 2006
Allstate  June 1989 - January 2004
Allstate  June 1989 - January 2004
Allstate  June 1989 - January 2004

Skills
Sales Management, Insurance, Coaching, Strategic Planning, Performance Management, Team Building, Mentoring, Process Improvement, Change Management, Business Strategy, Forecasting, Financial Analysis, Team Leadership, Public Speaking, Strategy Development, Retail Banking, Executive Management

Education
Furman University   2005 — 2008
Graduate, CBA Graduate School of Retail Bank Management

Florida A&M University
BS, Office Administration

Chelsey Bogan Chelsey Bogan Jacksonville, Florida Area Details
Chelsey Bogan's Merrill Lynch Experience September 2010 - December 2010
Job Senior Financial Analyst
Industry Staffing and Recruiting
Experience
Adecco Group  July 2015 - Present
Deloitte  September 2012 - July 2015
Edmiston & Edmiston PA   January 2012 - April 2012
Deutsche Bank  June 2011 - July 2011
W.H. O'Connell & Associates PA   January 2011 - April 2011
Merrill Lynch   September 2010 - December 2010
Casa Monica Hotel  May 2010 - August 2010
Bogan's Basin, Lillu Inc   December 2003 - December 2009
DePetro Appraisal Services   May 2009 - August 2009

Skills
Account Reconciliation, Microsoft Excel, Accounting, Tax, Finance, Budgets, Invoicing, Internal Controls

Education
Flagler College   2008 — 2011

Flagler College
Bachelor of Art, Accounting

Flagler College
Bachelor of Art, Business Administration

Lauren A. Klein, Esq., LL.M Lauren A. Klein, Esq., LL.M Miami/Fort Lauderdale Area Details
Lauren A. Klein, Esq., LL.M's Merrill Lynch Experience August 2007 - December 2007
Job Tax and Trusts and Estates Attorney
Industry Law Practice
Experience
Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A.   July 2015 - Present
Beller Smith PL   2014 - 2015
Deloitte Tax  2013 - 2014
Volunteer Income Tax Assistance (VITA)   December 2011 - April 2012
Honorable Sandra Perlman – 17th Judicial Circuit Court of Florida   May 2011 - August 2011
Merrill Lynch   August 2007 - December 2007

Skills
Legal Research, Securities, Legal Writing, Estate Planning, Litigation, Corporate Finance, Due Diligence, Capital Markets, Private Equity, Bankruptcy, Commercial Litigation, Courts, Legal Issues, Pleadings, Trials

Education
University of Florida - Fredric G. Levin College of Law   2012 — 2013
Master of Laws (LL.M.), Taxation

St. Thomas University School of Law   2009 — 2012
Juris Doctor, May 2012

Florida Atlantic University   2006 — 2009
Bachelor of Science, Finance

Erin Bush Erin Bush Saint Augustine, Florida Details
Erin Bush's Merrill Lynch Experience August 2000 - December 2004
Job Legal Assistant at Alyssa Camper Law
Industry Fine Art
Experience
Alyssa Camper Law   March 2013 - Present
Peter O'Neill Gallery   June 2012 - March 2013
Home Instead Senior Care  July 2010 - June 2012
Ponte Vedra Recorder  August 2009 - May 2010
Morgan Stanley Smith Barney  July 2007 - July 2009
Merrill Lynch   August 2000 - December 2004

Skills
Organized Multi-tasker, Handle Multiple..., Establishing Priorities, Self-starter, Self-management, Multi Tasking, PowerPoint, Lotus Notes

Education
Flagler College   1997 — 2000
Business Administration and Management, General

Carey Hoffman Carey Hoffman West Palm Beach, Florida Area Details
Carey Hoffman's Merrill Lynch Experience 1999 - 2002
Job Advocate
Industry Individual & Family Services
Experience
Carey Hoffman   January 2015 - Present
Resourceful Advocate   2008 - Present
Re-election of Jeri Muoio Mayor of West Palm Beach, Florida   February 2015 - March 2015
Florida Democratic Party  October 2014 - November 2014
Charlie Crist Democrat for Governor of Florida   August 2014 - October 2014
SCHOOL DISTRICT OF PALM BEACH COUNTY  December 2013 - June 2014
Merrill Lynch   1999 - 2002
OMNI Youth Services  1998 - 1998
Catholic Charities  1997 - 1998
Maryville Academy  1996 - 1997

Skills
Advocacy, Nonprofits, Community Outreach, Volunteer Management, Consultant Liaison, Political Campaigns, Consulting, Fundraising, Child Advocacy, Program Development, Community Organizing, Charity Events, Educational Outreach, Special Needs, Health Advocacy, Field Operations, Data Entry, Social Media Outreach, Event Planning, Special Education, Organizational..., Outstanding..., Recruiting, Parent Education, Psychology, Case Management, Crisis Intervention, Learning Disabilities, Early Childhood..., Youth Development, Microsoft Office, PowerPoint, Client Administration, Resource Development, IEP, Referral Network, Training, Early Intervention, Adolescents, Family Services, Child Abuse Prevention, Sensitivity Training, Event Photography, Photography, Social Media

Education
Florida Atlantic University   2015 — 2016
Legal Studies Certificate, Legal Assistant/Paralegal

University of Kansas   1990 — 1994
Bachelor's Degree, Applied Behavioral Sciences

Brian Freshley Brian Freshley Jacksonville, Florida Area Details
Brian Freshley's Merrill Lynch Experience November 2013 - Present
Job Sr. Operations Rep, OFAC
Industry Banking
Experience
Merrill Lynch   November 2013 - Present
Jacksonville University Athletics   July 2011 - November 2013
Jacksonville University  August 2008 - June 2011

Skills
Sports Marketing, Sports Management, Sports, Ticket Sales, Event Management, Fundraising, Event Planning, Marketing, Facebook, Sponsorship Sales, Sponsorship, Public Relations, Press Releases, Social Media Marketing, Media Relations, Archtics, Marketing Communications, Social Networking, Baseball, Social Media, Advertising, Athletics, Sports Coaching, Public Speaking, Nonprofits, Sponsorship Activation, Marketing Strategy, Community Outreach, Leadership, Time Management, Sales, Blogging, Coaching, Volunteer Management, Football, Ticketing, Strategic Communications, PowerPoint, Editing, Soccer, Higher Education, AP Style, Customer Service, Broadcast, Email Marketing, Radio, Brand Development, Newsletters, Adobe Creative Suite, Student Affairs

Education
Jacksonville University   2008 — 2011
Masters in Education, Sport Management

Flagler College   2004 — 2008
Bachelor of Arts, Sport Management

Barbara Roti Barbara Roti Charlotte, North Carolina Details
Barbara Roti's Merrill Lynch Experience January 2007 - December 2010
Job Office of the CEO & President Vice President & Team Manager II Legacy Asset Servicing
Industry Financial Services
Experience
The Charlotte Public Tree Fund   December 2005 - Present
Law Offices  October 2012 - September 2013
Bank of America  July 2011 - August 2013
Merrill Lynch   January 2007 - December 2010
Charlotte Mecklenburg Schools  February 2005 - November 2006
Consultant / Marketing / Small Business / Real Estate Broker NC   January 2003 - February 2005
Bank of America  September 1998 - January 2002
NationsBank  April 1994 - September 1998
NCNB/NationsBank   1987 - 1994
NCNB National Bank of Florida   September 1986 - May 1987

Skills
Banking, Customer Relations, Investments, Non-profits, Funding, Credit, Commercial Lending, Loans, Commercial Banking, Mortgage Lending, Credit Analysis, Retail Banking, Wealth Management, Portfolio Management, Financial Analysis, Credit Cards, Cross Selling, Business Development, Program Management, Customer Experience, Business Strategy, Team Building, Direct Marketing, Financial Services, Management, Call Center, Operations Management, Process Improvement, Team Leadership, Analysis, Executive Management, Budget, Sales Management, CRM, Call Centers, Customer Service, Mortgage Banking, Sales, Start-ups, Risk Management, Finance, Relationship Management, Small Business, Securities, Mutual Funds, Marketing, Training, Loan Origination, Wealth Management..., Private Banking

Education
Florida Atlantic University
BA, Business Administration & Marketing

Florida School of Banking
Graduate, Finance and Financial Management Services

Louisiana State University
Banking Class, Branch Management

Josh Harrison Josh Harrison Jacksonville, Florida Details
Josh Harrison's Merrill Lynch Experience June 2002 - September 2003
Job Vice President at Murphco of Florida, inc
Industry Hospitality
Experience
Murpcho of Florida, Inc   August 2012 - Present
Hancock Bank  February 2011 - August 2012
Wachovia Bank  September 2003 - January 2011
Merrill Lynch   June 2002 - September 2003

Education
Jacksonville University   2003 — 2005
MBA

Flagler College   1998 — 2002
BA, Business- Major, Economics- Minor

Owen Immen Owen Immen Seattle, Washington Details
Owen Immen's Merrill Lynch Experience June 2008 - August 2008
Job Freight Conductor for BNSF Railway
Industry Transportation/Trucking/Railroad
Experience
BNSF Railway  July 2013 - Present
BNSF Railway  March 2013 - July 2013
Ashley Furniture Homestore  December 2009 - February 2010
Merrill Lynch   June 2008 - August 2008
Solutions Information Systems   September 2007 - June 2008
Mission Control Systems   September 2005 - December 2006

Education
Volunteer State Community College   2011 — 2011
General Engineering

Flagler College   2007 — 2009
Bachelors of Arts Accounting, Minor in Finance & Business Administration

Timothy L. Scott, Jr. (T.J.) Timothy L. Scott, Jr. (T.J.) Boca Raton, Florida Details
Timothy L. Scott, Jr. (T.J.)'s Merrill Lynch Experience September 2010 - December 2010
Job Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   2013 - Present
Bank of America Merrill Lynch  June 2011 - January 2013
Merrill Lynch   September 2010 - December 2010
Northrop Grumman Corporation  September 2009 - December 2009

Skills
Series 7, Series 66, CFP Module 1, CFP Module 2, CFP Module 3, CFP Module 4, CFP Module 5, Investments, Finance, Strategic Financial..., Analysis, Portfolio Management, Financial Advisory

Education
Flagler College   2007 — 2011
B.A., Accounting, Business, Cum Laude

Chad Reineke Chad Reineke Jacksonville, Florida Details
Chad Reineke's Merrill Lynch Experience June 2013 - August 2013
Job at
Industry Financial Services
Experience
Florida Blue  November 2014 - Present
Florida Blue  August 2013 - November 2014
Merrill Lynch   June 2013 - August 2013
Merrill Lynch   July 2011 - December 2012
Medalist Golf Club  March 2002 - July 2011
Country Club of the Rockies  May 2004 - September 2007

Skills
Excel, Problem Solving, Analysis, Microsoft Excel, Management, Customer Service, Budgets, Trade Finance, Spreadsheets, Ownership, Siebel, Accounting, Investments, Call Centers, Finance, Customer Satisfaction, Sales, Outlook, Process Improvement, Data Entry, Training, Teamwork, PowerPoint, Microsoft Word, Telephone Skills

Education
University of North Florida   2013 — 2015
Master's degree, Accounting

Florida Atlantic University   2008 — 2010
Bachelor of Business Administration, Finance

Indian River Community College   2002 — 2008
Associate, Arts

Jay Levy Jay Levy Greater Boston Area Details
Jay Levy's Merrill Lynch Experience 2004 - March 2011
Job Vice Chair of the Wentworth Douglass Hospital and Foundation Board of Directors
Industry Investment Management
Experience
Portsmouth Museum of New Art   November 2014 - Present
Measured Wealth Private Client Group, LLC   March 2011 - Present
Wentworth Douglass Hospital and Foundation Board of Directors   December 2008 - Present
Marilinda Garcia for U.S. Congress 2014   April 2014 - November 2014
Pawlenty For President 2011   June 2011 - August 2011
Merrill Lynch   2004 - March 2011
Portsmouth Chamber of Commerce Board of Directors   September 2003 - September 2010
Political  March 2007 - November 2008
State Street Discount, Inc   January 1995 - December 2004
Bank of Boston/Amoskeag Bank/Banc One   1989 - 1995

Skills
Strategic Financial..., Financial Analysis, Portfolio Management, Finance, Risk Management, Investments, Accounting, Insurance, Strategic Planning, Leadership, Financial Reporting, Team Building, Start-ups, Financial Services, Nonprofits, Recruiting, Retirement Planning, Asset Management, Budgets, Business Planning, Banking, Wealth Management, Business Strategy, Auditing, Strategy, Securities, Management, Business Development, CRM, Small Business, Mergers & Acquisitions, Human Resources, Analysis, Process Improvement, Employee Benefits, Healthcare, Professional Mentoring

Education
Florida Atlantic University   1978 — 1980
BA, Accounting

University of Florida   1976 — 1978

Chalisa Arden Wangsang Chalisa Arden Wangsang West Palm Beach, Florida Area Details
Chalisa Arden Wangsang's Merrill Lynch Experience November 2014 - Present
Job Client Associate at Merrill Lynch
Industry Research
Experience
Merrill Lynch   November 2014 - Present
Safire Asian Fusion Cuisine   February 2011 - Present
Bank of America  November 2012 - November 2014
Boca Raton Museum of Art  August 2012 - February 2013
Department of the Interior  June 2011 - August 2011
USO  June 2011 - July 2011

Skills
Leadership, Volunteer Management, International Relations, Graphic Design, Web Development, Visual Arts, Textile Art, Foreign Languages, Photography, Program Management, Strategy

Education
Florida Atlantic University   2008 — 2012
Bachelors of Science, Economics, Political Science, German

Fernando Blanco, CPA, MBA Fernando Blanco, CPA, MBA West Palm Beach, Florida Area Details
Fernando Blanco, CPA, MBA's Merrill Lynch Experience January 2003 - April 2003
Job General Manager at Plaza Lagos Town Center & Luxury Residences
Industry Hospitality
Experience
Plaza Lagos Town Center & Luxury Residences   November 2012 - Present
Hampton by Hilton   January 2012 - November 2012
Ernst & Young  October 2009 - January 2012
Brazilian Court Hotel & Beach Club  April 2009 - October 2009
Enterprise Rent-A-Car  March 2008 - April 2009
Four Seasons Hotels and Resorts  March 2006 - March 2008
Four Seasons Hotels and Resorts  March 2005 - March 2006
Hilton Hotels Worldwide  August 2002 - March 2005
Merrill Lynch   January 2003 - April 2003

Skills
Accounting, Financial Reporting, Auditing, Payroll, Accounts Payable, Reconciliation, Cash Flow, Budgeting, Forecasting, Hospitality, Excel, Financial Analysis, PowerPoint, Accounts Receivable, Spanish, Word, Microsoft Office, Problem Solving, Internal Controls, Hotel Management

Education
Florida Atlantic University   2007 — 2010
B.B.A, Accounting

Palm Beach Atlantic University   2004 — 2006
MBA, Finance

Palm Beach Atlantic University   2000 — 2003
B.S, Management & Marketing

J Robert Gangi J Robert Gangi Boca Raton, Florida Details
J Robert Gangi's Merrill Lynch Experience 2011 - August 2013
Job Managing Principal
Industry Financial Services
Experience
RG Capital Management   July 2013 - Present
Merrill Lynch   2011 - August 2013
Northwestern Mutual  August 2009 - August 2011
New York Life Insurance Company  April 2008 - July 2009

Skills
Retirement, Investment Banking, Trading, Commercial Banking, Mortgage Lending, Consulting, Private Banking, Private Equity, Estate Planning, Securities, Mutual Funds, Investments, Financial Analysis, Portfolio Management, Small Business, High Net Worth..., Fixed Annuities, Disability Insurance, Series 7, Wealth Management, Finance, Retirement Planning, Strategic Financial..., Equities, Insurance, Alternative Investments, Series 65, Banking, Credit, Credit Analysis, Financial Planners, Long-term Care, Life Insurance, Series 63, Financial Advisory, Fixed Income, Risk Management, Term Life Insurance, Investment Advisory, Financial Services, Asset Allocation, Variable Annuities, Leadership, Long Term Care Insurance, Loans, Analysis, Financial Risk, Management, Valuation, Investment Strategies

Education
Florida Atlantic University   2008 — 2010
BBA, Finance

Harper College   2005 — 2007
AA, Liberal Arts

Nicole Annette Falciano Nicole Annette Falciano Farmington, Connecticut Details
Nicole Annette Falciano's Merrill Lynch Experience May 2006 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2006 - Present
Merrill Lynch   April 2000 - April 2006
Merrill Lynch   January 1998 - March 2000

Education
Flagler College   1996 — 2000
BA, Accounting

Fabiola Sardinha Fabiola Sardinha West Palm Beach, Florida Area Details
Fabiola Sardinha's Merrill Lynch Experience October 2003 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2003 - Present
Morgan Stanley  June 1998 - October 2003

Skills
Value Investing, Series 7, Retirement Planning, Mutual Funds, Investments, Securities, Strategic Financial..., Estate Planning, Wealth Management, Fixed Annuities, Investment Advisory, Asset Allocation, Alternative Investments, Financial Modeling, Investment Strategies, Equities

Education
Florida Atlantic University   2001 — 2004
Bachelor, Finance and Marketing

Palm Beach State College   1998 — 2000
AA, Finance

Suncoast High   1992 — 1996

Henry Rivers Henry Rivers Jacksonville, Florida Area Details
Henry Rivers's Merrill Lynch Experience Corporate Fraud SupervisorAmerica OnlineFebruary 2002 - July 2006
Job Assistant Vice President of Legal Operations at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch   Corporate Fraud SupervisorAmerica OnlineFebruary 2002 - July 2006
U.S. Airways   May 1998 - May 2001

Education
University of Phoenix   2003 — 2006
MBA, Business Administration

Florida Agricultural and Mechanical University   1992 — 1998

Eric Tomasini Eric Tomasini Boca Raton, Florida Details
Eric Tomasini's Merrill Lynch Experience 1998 - 2003
Job Vice President of Client Services at Pinnacle Advertising & Marketing Group
Industry Marketing and Advertising
Experience
Florida Atlantic University  January 2015 - Present
Pinnacle Advertising & Marketing Group   May 2014 - Present
Sunrise Sports & Entertainment / Florida Panthers   May 2006 - April 2014
H&R Block Financial Advisors  2003 - 2004
Merrill Lynch   1998 - 2003

Skills
PowerPoint, Excel, MS Office Suite, Basic Photoshop, QuarkXPress, Salesforce.com, Budgeting, Contract Negotiation, Contract Writing, Proposal Generation, Proposal Evaluation, Marketing ROI, Social Media, Financial Management, Sponsorship Sales, Corporate Sponsorships, Sponsorship Negotiations, Brand Development, New Business Development, Brand Activation, Account Management, Sponsorship, Budgets, Sports Management, Sports, Marketing, Ticket Sales, Social Media Marketing, Sports Marketing, Proposal Writing, Sales, Event Management, Microsoft Office, Microsoft Excel, Advertising, Relationship Marketing, Partnership Marketing, Event Planning, Integrated Marketing, Archtics, ROMI

Education
Florida Atlantic University   2004 — 2006
MBA, Sport Management

Florida Atlantic University
Bachelor's Degree, Finance

Kevin Pacciano Kevin Pacciano Jacksonville, Florida Area Details
Kevin Pacciano's Merrill Lynch Experience August 1998 - May 2010
Job Vice President, Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS  May 2010 - Present
Merrill Lynch   August 1998 - May 2010

Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Customer Service, Marketing, Asset Allocation, Finance, Investments

Education
Flagler College   1994 — 1998
Bachelor of Arts (B.A.), Accounting and Business/Management

SHS

SHS

SHS

Amy Hubbard Amy Hubbard Keene, New Hampshire Details
Amy Hubbard's Merrill Lynch Experience December 2007 - April 2009
Job Operational Analyst
Industry Financial Services
Experience
Wellington Management  January 2011 - January 2012
Goldman Sachs  December 2009 - August 2010
JPMorgan Chase  April 2009 - December 2009
Merrill Lynch   December 2007 - April 2009
Société Générale Corporate and Investment Banking   July 2007 - December 2007

Skills
Credit Derivatives, Asset Allocation, Middle Office, Bloomberg, Derivatives, Asset Managment, Fixed Income, Equities, Investments, Series 7, FX Options, Financial Analysis

Education
Florida Atlantic University   2003 — 2006
Bachelors, International Business

Iona College   2001 — 2003
International Business

Bryan Hutchinson, CPA, MBA Bryan Hutchinson, CPA, MBA Jacksonville, Florida Area Details
Bryan Hutchinson, CPA, MBA's Merrill Lynch Experience March 2000 - April 2006
Job Director, Risk Management at Adecco Group
Industry Staffing and Recruiting
Experience
Adecco Group  May 2014 - Present
Landstar  March 2010 - May 2014
Landstar  April 2006 - March 2010
Merrill Lynch   March 2000 - April 2006
St. Augustine Marine Canvas & Upholstery   July 1999 - March 2000

Skills
Financial Analysis, Forecasting, Accounting, Insurance, Risk Management, Team Building, Customer Service, Vendor Management, Financial Risk, Analysis, Data Analysis, Internal Audit, Process Improvement, Operations Management, Finance, Management, Leadership

Education
Jacksonville University   2002 — 2004
MBA, Business Management

University of North Florida - College of Business Administration   2007 — 2009
Completed studies required for CPA licensure, Accounting

Flagler College   1995 — 1999
Bachelor of Arts, Business Administration & History

Lino (Joe) Gutierrez Lino (Joe) Gutierrez Jupiter, Florida Details
Lino (Joe) Gutierrez's Merrill Lynch Experience May 2008 - August 2009
Job Financial Advisor, Vice President Investments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  August 2013 - Present
PNC Investments  March 2010 - August 2013
Merrill Lynch   May 2008 - August 2009
Goldman Sachs / Senderra Funding   September 2006 - 2008
HSBC / D1   1999 - 2006

Skills
Leadership, Management, Training, Sales, Sales Operations

Education
Florida Atlantic University   1989 — 1991
BA, Finance

University of Florida   1987 — 1989
Business Administration / Finance

Matthias Milton Matthias Milton Greater New York City Area Details
Matthias Milton's Merrill Lynch Experience June 2008 - September 2008
Job CLO Operations Analyst at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC  September 2014 - Present
The College of New Rochelle  February 2011 - Present
Credit Suisse  July 2011 - September 2014
Merrill Lynch   June 2008 - September 2008
CIT Asset Management LLC   April 2007 - October 2007
U.S. Bank Corporate Trust   February 2005 - March 2007

Skills
Banking, Financial Analysis, Financial Risk, Credit, Corporate Finance, Portfolio Management, Finance, Analysis, Fixed Income, Structured Finance

Education
Florida Agricultural and Mechanical University
MBA, Finance & Economics

Florida Agricultural and Mechanical University
Bachelor of Science, Business Administration

Douglas Sainato Douglas Sainato Cleveland/Akron, Ohio Area Details
Douglas Sainato's Merrill Lynch Experience October 1998 - September 2002
Job Cloud Solutions Specialist
Industry Information Technology and Services
Experience
Onix Networking Corp.  January 2014 - Present
MIXIT Inc.  October 2011 - May 2013
Ullink  February 2009 - October 2011
NYFIX  August 2005 - February 2009
SG Cowen  September 2002 - August 2005
Merrill Lynch   October 1998 - September 2002

Skills
Trading, Electronic Trading, Equity Trading, Trading Systems, Market Data, Options, Order Management, Execution Management, Equities, Low Latency, Back Office, Derivatives, Business Analysis, Equity Derivatives, Execution Management..., FX Options, Financial Markets, Fixed Income, Portfolio Management, Project Management, Risk Management, Financial Services, Securities, Hedge Funds

Education
Florida Atlantic University   1995 — 1998
Master of Business Administration (M.B.A.), Business Administration

State University of New York at Albany   1990 — 1995
Bachelor of Arts (B.A.), Major: Computer Science; Minor: Business Administration

Marcos Bowers Marcos Bowers Miami/Fort Lauderdale Area Details
Marcos Bowers's Merrill Lynch Experience October 2006 - May 2008
Job Real Estate/Equity Investor at Self Employed
Industry Banking
Experience
Self Employed  December 2011 - Present
HSBC Private Bank  June 2008 - November 2011
Merrill Lynch   October 2006 - May 2008
SMITH BARNEY  July 2004 - October 2006
Domestic Securities  July 2001 - July 2004

Skills
Credit, Banking, Retail Banking, Commercial Lending, Commercial Banking, Consumer Lending, Loans, Credit Risk, Mortgage Lending, Credit Analysis, Portfolio Management, Financial Analysis, Negotiation, Real Estate Transactions

Education
Florida Atlantic University   1994 — 2000
Bachelor’s Degree, International Business, GPA 3.45

Gerry Ross Gerry Ross Boca Raton, Florida Details
Gerry Ross's Merrill Lynch Experience January 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 2007 - Present

Skills
Strategic Financial..., Financial Modeling, Strategic Planning, Microsoft Excel, Negotiation, Financial Analysis

Education
Florida Atlantic University
Bachelor's Degree, Business Economics

Brian Peters Brian Peters West Palm Beach, Florida Area Details
Brian Peters's Merrill Lynch Experience 1987 - 1992
Job Managing Partner/ Senior Executive Recruiter
Industry Investment Management
Experience
Pinnacle Careers   January 1998 - Present
Sun Capital   1994 - 1998
Raymond James Financial  1992 - 1994
Merrill Lynch   1987 - 1992

Skills
Portfolio Management, Asset Management, Investments, Private Equity, Client Service, Alternative Investments, Hedge Funds, Investment Strategies, Mutual Funds, Fixed Income, Investment Advisory, Wealth Management, Mergers, Investor Relations, Fund Of Funds, Institutional, New Business Development, Pensions, Financial Services, Mergers & Acquisitions, Asset Allocation, Equities, Business Development, Investment Management, Client Services, Securities, Institutional..., Emerging Markets, ETFs, Options, Series 7, Trading, Bonds

Education
Stockton University   1974 — 1978
BS, Liberal Arts

Florida Atlantic University
MBA, Finance

Life Chiropractic College
Chiropractic

Clarence Stevens Clarence Stevens Greater New York City Area Details
Clarence Stevens's Merrill Lynch Experience .Citigroup2000 - 2004
Job . at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   .Citigroup2000 - 2004

Education
Hampton University   1993 — 1997

Florida Agricultural and Mechanical University   1992 — 1993

Sue Stohon Sue Stohon Greater New York City Area Details
Sue Stohon's Merrill Lynch Experience March 1989 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 1989 - Present

Education
Flagler College   1985 — 1988
BS, Management

Harsh Patel. MBA, MS Harsh Patel. MBA, MS Jacksonville, Florida Area Details
Harsh Patel. MBA, MS's Merrill Lynch Experience March 2007 - August 2009
Job Vice President at Bank of America
Industry Investment Banking
Experience
Bank of America  August 2009 - Present
Merrill Lynch   March 2007 - August 2009
Satyam  April 2005 - March 2007
Cendyn  2004 - 2005
Florida Atlantic University  2002 - 2004
Siemens Information Systems Ltd  2000 - 2002

Skills
SDLC, Application Development, SQL, Agile, SOA, Software Project..., Project Planning, Infrastructure Planning, Infrastructure design, System Architecture, Systems Analysis, Strategic Technology..., Business Continuity &..., Business Requirements..., Change, Incident, &..., Onshore / Offshore..., Agile Methodologies, Software Development, Infrastructure, Disaster Recovery, Enterprise Software, .NET, Enterprise Architecture, Technical Architecture, Requirements Analysis, IT Strategy, Management, Integration, IT Management, Solution Architecture, Business Analysis, Vendor Management, Project Management, Leadership, Program Management

Education
Jacksonville University   2009 — 2011
MBA, Business Administration and Management, General

Florida Atlantic University   2003 — 2005
MS, Computer Engineering & Computer Science

Florida Atlantic University   2000 — 2001
BS, Computer Science

Nirma University   1998 — 2000
BE, Electrical Engineering

Matthew D Kutner Matthew D Kutner Boca Raton, Florida Details
Matthew D Kutner's Merrill Lynch Experience September 2011 - Present
Job Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch   September 2011 - Present
Morgan Stanley Smith Barney  December 2004 - September 2011
Herbert J. Sims & Co.   January 2003 - December 2004

Skills
Series 7, Alternative Investments, Investments, Series 63, Mutual Funds, Retirement Planning, Wealth Management, Portfolio Management, Securities, Estate Planning, Equities, Asset Managment, Uniform Combined State..., Investment Strategies, 401k, Series 65, Insurance, Financial Analysis, Loans, Finance, Asset Management, Financial Advisory, Investment Advisory

Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Finance, General

Rutgers University-New Brunswick

Judi L. Long Judi L. Long Fort Lauderdale, Florida Details
Judi L. Long's Merrill Lynch Experience 1986 - 1991
Job Manager, Records Information Management at Nova Southeastern University
Industry Information Services
Experience
Nova Southeastern University  June 2013 - Present
LKQ Corporation  June 2009 - May 2013
Children's Harbor, Inc.   January 2007 - June 2009
Partners In Philanthropy   2003 - 2007
Henderson Mental Health Center  2002 - 2003
Women in Distress of Broward County  2000 - 2002
Memorial Healthcare System  February 1991 - September 2000
Merrill Lynch   1986 - 1991

Skills
Community Engagement, Community Outreach, Non-profits, Fundraising, Public Relations, Media Relations, Nonprofits, Political Communication, Legislative Relations, Political Campaigns, Crisis Communications

Education
Certified Fund Raising Executive

Florida Atlantic University
BBA, Management - Business Administration

Nova Southeastern University
Paralegal Certification

Essex OBrien Ferguson Essex OBrien Ferguson Orlando, Florida Area Details
Essex OBrien Ferguson's Merrill Lynch Experience July 2006 - January 2009
Job Marketing Representative at Childrens Lung, Asthma and Sleep Specialists
Industry Marketing and Advertising
Experience
Childrens Lung, Asthma and Sleep Specialists   January 2015 - Present
ADT Home Security Alarm System  January 2013 - December 2014
Liberty Mutual Insurance  March 2010 - December 2012
Merrill Lynch   July 2006 - January 2009

Skills
Acting, Sales, Sales Management, Training, Presentations, Voice Over, New Business Development, Budgets, Insurance, Marketing, Strategy, Public Speaking, Process Improvement, Team Leadership, Management, Customer Service, Leadership, Team Building, Strategic Planning

Education
Florida Agricultural and Mechanical University   1995 — 2000
Bachelor's degree, Health/Health Care Administration/Management

Diana Voyer Diana Voyer Miami/Fort Lauderdale Area Details
Diana Voyer's Merrill Lynch Experience February 2008 - April 2009
Job Account Manager, Latin American & Caribbean Region
Industry Information Technology and Services
Experience
MasterCard  June 2012 - Present
TD  April 2010 - June 2012
Standard Chartered Bank  October 2009 - April 2010
Merrill Lynch   February 2008 - April 2009
Regions Bank  September 2006 - December 2007
Bank of America  April 2005 - June 2006
Atlantic Coast Group, LLC   March 2002 - April 2005
Atlantic Cost Group   February 1998 - January 2002
Banco Andino   February 1996 - January 1998
Financiera America   February 1996 - January 1998

Skills
Management, Banking, Strategic Planning, Financial Analysis, Leadership, Portfolio Management, Sales, CRM, Business Development, Credit Cards, Process Improvement, Team Leadership, Marketing Strategy, Business Analysis, Business Strategy, Finance, Marketing, Customer Service, Project Management, Strategy, Financial Services, Network Security, Investments

Education
Florida Atlantic University   2012 — 2014
Master of Business Administration (M.B.A.), International Business

Universidad de Los Andes   1997 — 1999
Master's Degree, Finance and Financial Legislation

Universidad de La Sabana   1990 — 1995
Bachelor's Degree, Attorney at Law

Nate Cousineau Nate Cousineau West Palm Beach, Florida Area Details
Nate Cousineau's Merrill Lynch Experience 2009 - 2009
Job Program Officer at Quantum Foundation
Industry Nonprofit Organization Management
Experience
Quantum Foundation   January 2015 - Present
World Aid Now Inc.   September 2010 - Present
Quantum Foundation   June 2013 - December 2014
Boca Helping Hands  July 2012 - June 2013
CROS Ministries  July 2011 - July 2012
The Breakers  July 2009 - July 2011
Merrill Lynch   2009 - 2009
Nestle Waters  May 2008 - August 2008
Narian Technologies   2007 - 2007

Skills
Social Media, Event Management, Public Speaking, Public Relations, Event Planning, Marketing, Marketing Strategy, Customer Service, Coaching, Non-profits, Sales, Fundraising, Team Building, Strategic Planning, Microsoft Office, Strategic Communications, Nonprofits, Research, Social Networking, Grants, Community Outreach, Leadership, Leadership Development, Training, Social Media Marketing, Blogging, Interviews, Program Development, Small Business

Education
Florida Atlantic University   2010 — 2011
MNM, Masters in Nonprofit Management

Palm Beach Atlantic University   2005 — 2009
B.S., Small Business & Entrepreneurship

Leavitt

Leavitt

Markeith Rowley Markeith Rowley Miami/Fort Lauderdale Area Details
Markeith Rowley's Merrill Lynch Experience March 2014 - Present
Job Financial Solutions Advisor, AVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2014 - Present
Fidelity Investments  August 2004 - August 2014

Skills
Investments, Mutual Funds, Retirement Planning, Insurance, Financial Planning

Education
Florida Atlantic University   2013 — 2015

Johnson C. Smith University - JCSU   1992 — 1996
BS, Banking, Corporate, Finance, and Securities Law

Jerred Duncan Jerred Duncan Miami/Fort Lauderdale Area Details
Jerred Duncan's Merrill Lynch Experience May 2011 - Present
Job RDA at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2011 - Present
David Lerner Associates, inc.   February 2011 - July 2011

Education
Florida Atlantic University   2001 — 2003
Business Management/Marketing

Ronda Stokes MBA, CSSBB Ronda Stokes MBA, CSSBB Jacksonville, Florida Area Details
Ronda Stokes MBA, CSSBB's Merrill Lynch Experience January 2005 - May 2008
Job Project Leader/Operational Event Program Manager at PHH Mortgage
Industry Financial Services
Experience
PHH Mortgage  2010 - Present
Humana  June 2009 - October 2010
Merrill Lynch   January 2005 - May 2008

Skills
Financial Analysis, Process Improvement, Risk Assessment, Operational Excellence, Risk Management, Financial Services, Microsoft Office, Business Process Mapping, Operational Risk..., Project Management, Finance, Financial Risk, Six Sigma

Education
Florida A&M University
Bachelor of Science (B.S.), Business Administration and Management, General

Florida Metropolitan University
Master of Business Administration (MBA), Business Administration and Management, General, 4.0/4.0 GPA

Alicia Presha Alicia Presha Houston, Texas Details
Alicia Presha's Merrill Lynch Experience August 2004 - July 2006
Job Business System Analyst at Empyrean Benefit Solutions, Inc.
Industry Health, Wellness and Fitness
Experience
Empyrean Benefit Solutions, Inc.   May 2015 - Present
UnitedHealth Group  March 2013 - May 2015
Mercer  February 2012 - March 2013
Litton  August 2006 - November 2011
Merrill Lynch   August 2004 - July 2006
ABN AMRO  July 2002 - August 2004
Manufacturing Technology, INC  January 2002 - May 2002

Skills
Access, Microsoft SQL Server, Databases, Process Improvement, Analysis, Outlook, Project Management, Software Documentation, Microsoft Excel, Cognos, Management, Visio, SQL, Data Warehousing, SharePoint, Client Liaison, Business Analysis, Crystal Reports, SDLC, Vendor Management, Integration

Education
Florida Agricultural and Mechanical University   1996 — 2002
B.S, COMPUTER INFORMATION SYSTEM

Florida A&M University   1996 — 2001
Bachelor of Science, Computer Information Systems

Heng Yan Heng Yan Greater New York City Area Details
Heng Yan's Merrill Lynch Experience July 2006 - March 2007
Job Advisory Data Engineer at Pivotal Software, Inc.
Industry Information Technology and Services
Experience
Pivotal Software, Inc.   August 2015 - Present
Pivotal Software, Inc.   October 2013 - August 2015
JP Morgan  July 2010 - October 2013
Barclays Capital  October 2009 - July 2010
Citi  March 2007 - October 2009
Merrill Lynch   July 2006 - March 2007
BearingPoint  May 2005 - July 2006

Skills
Prime Brokerage, Spring, Trading Systems, JMS, Financial Services, Sybase, Electronic Trading, SOA, Market Data, Fixed Income, SDLC, Investment Banking, Derivatives, GemFire, SQLFire, Enterprise Architecture, Big Data

Education
University of Science and Technology of China   1997 — 2002
BS, Computer Science

Florida Agricultural and Mechanical University
Master, Computer Science

Brent Hatchett Brent Hatchett Miami, Florida Details
Brent Hatchett's Merrill Lynch Experience July 2013 - January 2014
Job Assistant Vice President Private Banker
Industry Financial Services
Experience
Wells Fargo  August 2014 - Present
AXA Advisors  January 2014 - July 2014
Merrill Lynch   July 2013 - January 2014
Wells Fargo Bank  December 2011 - July 2013
Wells Fargo Bank  February 2011 - December 2011
Wells Fargo Bank  September 2010 - February 2011
New Age Media  June 2009 - April 2010
TV One  November 2009 - November 2009
WTXL ABC affiliate   June 2008 - June 2009
WCTV CBS affiliate   September 2007 - January 2008

Skills
Credit, Sales, Loans, Management, Selling Skills, Strategic Financial..., Financial Services, Portfolio Management, Finance, Investments, Banking, Financial Planning, Social Networking, Event Planning, Risk Management, Leadership, Strategy, Microsoft Office, Customer Service, Public Speaking

Education
Florida A&M University   2005 — 2009
Bachelor's degree, Broadcast Journalism

Media Sales Institute   2009 — 2009
NABEF and NABOB

Art Scevola Art Scevola Lake Oswego, Oregon Details
Art Scevola's Merrill Lynch Experience May 1985 - February 1998
Job SVP with Pinnacle Insurance & Financial Services
Industry Insurance
Experience
Pinnacle Insurance & Financial Services, LLC.   August 2013 - Present
Capitas Financial  September 2007 - July 2013
Merrill Lynch   May 1985 - February 1998

Skills
Estate Planning, Life Insurance, Business Planning, Disability Insurance, Retirement Planning, Retirement, Wealth Management, Financial Planning, Wealth, Financial Advisory, Sales, Strategic Planning, Finance, Term Life Insurance, Insurance, New Business Development, Small Business, Fixed Annuities, Strategic Financial..., Employee Benefits, Marketing, Investments, Financial Services, 401k, Long Term Care Insurance, Series 6, Series 7, Series 63, Team Building, Public Speaking, Team Leadership, Financial Planners, Financial Analysis

Education
Florida Atlantic University   1968 — 1970
BA, Social Sciences

The American College
CLU, ChFC, Life Insurance and Financial Planning

Paul M. Lawless, CHFC Paul M. Lawless, CHFC Boca Raton, Florida Details
Paul M. Lawless, CHFC's Merrill Lynch Experience 1983 - 1984
Job Helping Entrepreneurs Protect, Grow and Tranfer their Wealth
Industry Financial Services
Experience
Lawless, Edwards, & Warren - Wealth Management   May 1994 - Present
Lincoln Financial Group  June 1984 - May 1994
Merrill Lynch   1983 - 1984

Skills
Investments, Securities, Asset Management, Retirement Planning, Strategic Financial..., Strategic Planning, Fixed Annuities, Financial Services, Business Planning, Sales Management, Series 7, Wealth Management, Investment Advisory..., Asset Allocation, Private Equity, Entrepreneurship, Management, Mutual Funds, Finance, Due Diligence, Portfolio Management, Life Insurance, Mergers & Acquisitions, Series 63, Small Business, Alternative Investments

Education
Florida Atlantic University
Bachelor's Degree, International Business

Pike McCauley Pike McCauley Jacksonville, Florida Area Details
Pike McCauley's Merrill Lynch Experience February 2012 - Present
Job Equity Client Service Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   February 2012 - Present
Merrill Lynch   December 2010 - February 2012
Merrill Lynch   December 2009 - December 2010
Merrill Lynch   October 2007 - December 2008
Merrill Lynch   May 2006 - October 2007
Merrill Lynch   August 2004 - May 2006

Skills
Series 7, Series 66, Equities, Series 63, Account Reconciliation, Mutual Funds

Education
University of North Florida   2010 — 2012
Master of Business Administration (MBA)

Flagler College   2000 — 2004
Bachelor of Arts, Business Administration and Management, General

Julio Lacayo, Jr. Julio Lacayo, Jr. Jacksonville, Florida Details
Julio Lacayo, Jr.'s Merrill Lynch Experience August 1994 - July 2000
Job Management and Budget Analyst Senior at City of Jacksonville
Industry Government Administration
Experience
City of Jacksonville  October 2012 - Present
26.2 with Donna Foundation   July 2007 - Present
City of Jacksonville  July 2010 - September 2012
City of Jacksonville  October 2003 - June 2010
INROADS  September 2001 - September 2003
INROADS  August 2000 - September 2001
Merrill Lynch   August 1994 - July 2000
Florida State University  August 1996 - August 1998

Skills
Local Government Finance, Revenue Forecasting, Government Contracting, Finance, Government Relations, Government, Volunteer Management, Leadership, Community Outreach, Fundraising, Training, Nonprofits, Performance Management, Recruiting, Event Management, Staff Development, Organizational..., Employee Relations, Local Government, Management, Customer Service

Education
Flagler College   2012 — 2014
Bachelor of Science (B.S.), Public Administration

Florida State University   1994 — 1996
Associate's Degree

David G. Hanvey David G. Hanvey Jacksonville, Florida Area Details
David G. Hanvey's Merrill Lynch Experience October 2001 - September 2014
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS  September 2014 - Present
Merrill Lynch   October 2001 - September 2014

Skills
Retirement Planning, Series 7, Asset Allocation, Series 63, Wealth Management, Strategic Financial..., Series 65, Investments, Insurance

Education
Flagler College   1989 — 1993
BA, Business History

Jim Stiller Jim Stiller Jacksonville, Florida Area Details
Jim Stiller's Merrill Lynch Experience October 2014 - Present
Job Alternative Investments
Industry Financial Services
Experience
Merrill Lynch   October 2014 - Present
Merrill Lynch   July 2013 - October 2014
US Equity Advantage  February 2013 - July 2013
Merrill Edge  May 2012 - October 2012
Merrill Lynch   January 2012 - April 2012
Libertyville Sports Complex  October 2006 - January 2012
St. Johns County District Schools Head Start   September 2011 - December 2011

Skills
Microsoft Excel, Series 7

Education
Flagler College   2008 — 2012
Business, Finance

Douglas Bracken Douglas Bracken Miami/Fort Lauderdale Area Details
Douglas Bracken's Merrill Lynch Experience January 1992 - January 1997
Job Vice President Business Development
Industry Information Technology and Services
Experience
Multaply - Mobile App   January 2013 - Present
Merrill Lynch   January 1992 - January 1997

Education
Florida Atlantic University   1983 — 1985
B.S., Accounting

Katherine Roberts-Nobles Katherine Roberts-Nobles Orlando, Florida Area Details
Katherine Roberts-Nobles's Merrill Lynch Experience February 2008 - November 2010
Job Regional Branch Supervisor at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)   January 2011 - Present
Merrill Lynch   February 2008 - November 2010
Sun Trust Investment Services   March 1985 - January 2008

Education
Florida Agricultural and Mechanical University   1974 — 1978
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services

Larry Xhama Larry Xhama Charlotte, North Carolina Details
Larry Xhama's Merrill Lynch Experience September 2011 - September 2014
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS  September 2014 - Present
Merrill Lynch   September 2011 - September 2014

Education
Florida Atlantic University   2007 — 2010
Finance, Finance

Florida Atlantic University   2007 — 2009
Finance

Kristian Jackson Kristian Jackson Greater Detroit Area Details
Kristian Jackson's Merrill Lynch Experience December 2004 - July 2005
Job Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  March 2013 - Present
Vita Coco  March 2012 - March 2013
Morgan Stanley Wealth Management  May 2010 - December 2011
Leon County- Volunteer Leon County Center   May 2009 - August 2009
Merrill Lynch   December 2004 - July 2005

Skills
Leadership, Team Building, Portfolio Management, Client Relationship..., Process Improvement, Revenue Growth..., Benchmarking, Event Marketing Strategy, Time Management, High Net Worth..., Portfolio Optimization, Strategic Partnerships, Asset Managment, Niche Marketing, Portfolio Performance..., Marketing Communications, Retirement Planning

Education
Florida A&M University
Bachelor of Science in Economics, Minor Business/Finance

David Weithman David Weithman Saint Augustine, Florida Details
David Weithman's Merrill Lynch Experience August 2005 - November 2011
Job AVP, Business Analyst Corporate Compliance at CIT
Industry Financial Services
Experience
CIT  September 2014 - Present
CIT  July 2012 - September 2014
CIT  November 2011 - July 2012
Merrill Lynch   August 2005 - November 2011
Merrill Lynch   July 2004 - August 2005
Merrill Lynch   May 1999 - July 2004
Merrill Lynch   May 1996 - May 1999

Education
Flagler College   1988 — 1991
Bachelor's Degree, Business Administration, Management and Operations

Jimmy Pierre Frett Jimmy Pierre Frett Miami/Fort Lauderdale Area Details
Jimmy Pierre Frett's Merrill Lynch Experience 1991 - 1997
Job Personal and Business Banking Risk Director at City National Bank of Florida
Industry Banking
Experience
City National Bank of Florida  May 2009 - Present
Wachovia Bank  January 1997 - 2009
Merrill Lynch   1991 - 1997

Skills
Credit Analysis, Credit, Loans, Credit Risk, Banking, Small Business Lending, Commercial Banking, Retail Banking, Commercial Lending, Portfolio Management, Mortgage Lending, Consumer Lending, Risk Management, Treasury Management, Loan Origination, Finance, Financial Risk, Asset Based Lending, Commercial Mortgages, Lines Of Credit, AML, Relationship Management, Anti Money Laundering

Education
Florida Atlantic University   1997 — 2000
Master of Business Administration (MBA), Finance

Baruch College   1988 — 1992
Bachelor of Business Administration (BBA), Finance

St Agnes High School

Darrell Turner Darrell Turner Silver Spring, Maryland Details
Darrell Turner's Merrill Lynch Experience December 2007 - April 2009
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab  AssociateCharles SchwabMarch 2010 - Present
Merrill Lynch   December 2007 - April 2009

Skills
Series 7 - General..., Series 66 - Uniformed...

Education
Florida Agricultural and Mechanical University
Bachelor of Science (BS), Business Administration

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