Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
Merrill Lynch May 2006 - Present
Merrill Lynch April 2000 - April 2006
Merrill Lynch January 1998 - March 2000
Education
Flagler College 1996 — 2000
BA, Accounting
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
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
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
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
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
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
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
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
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
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
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
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
Merrill Lynch .Citigroup2000 - 2004
Education
Hampton University 1993 — 1997
Florida Agricultural and Mechanical University 1992 — 1993
Merrill Lynch March 1989 - Present
Education
Flagler College 1985 — 1988
BS, Management
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
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
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
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
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
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
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
Merrill Lynch May 2011 - Present
David Lerner Associates, inc. February 2011 - July 2011
Education
Florida Atlantic University 2001 — 2003
Business Management/Marketing
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
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
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
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
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
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
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
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
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
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
Multaply - Mobile App January 2013 - Present
Merrill Lynch January 1992 - January 1997
Education
Florida Atlantic University 1983 — 1985
B.S., Accounting
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
UBS September 2014 - Present
Merrill Lynch September 2011 - September 2014
Education
Florida Atlantic University 2007 — 2010
Finance, Finance
Florida Atlantic University 2007 — 2009
Finance
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
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
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
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