Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Alex Bello Alex Bello's Merrill Lynch Experience June 2009 - September 2009
Job Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
JP Morgan Chase March 2010 - Present
Merrill Lynch June 2009 - September 2009
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Investments, Equities, Mutual Funds, Banking, Wealth Management, Securities, Finance, Asset Allocation, Financial Advisory, Strategic Financial..., Investment Advisory, Financial Services, Retirement Planning, Relationship Management, Private Banking, Alternative Investments, Retail Banking
Education
Florida International University 2011 — 2012
Masters, International Business
Florida International University 2006 — 2010
Finance/International Business
J.P. Morgan July 2014 - Present
JP Morgan Chase March 2010 - Present
Merrill Lynch June 2009 - September 2009
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Investments, Equities, Mutual Funds, Banking, Wealth Management, Securities, Finance, Asset Allocation, Financial Advisory, Strategic Financial..., Investment Advisory, Financial Services, Retirement Planning, Relationship Management, Private Banking, Alternative Investments, Retail Banking
Education
Florida International University 2011 — 2012
Masters, International Business
Florida International University 2006 — 2010
Finance/International Business
Rebecca Hucks Bhatkar Rebecca Hucks Bhatkar's Merrill Lynch Experience 1974 - 1982
Job owner at Doctors Inlet Feed & Pet Supply,Inc
Industry Retail
Experience
Doctors Inlet Feed & Pet Supply,Inc April 1991 - Present
Merrill Lynch 1974 - 1982
Skills
Marketing Strategy, Sales, Strategic Planning, Customer Service, Merchandising, Wholesale, Public Speaking, Retail, Marketing, Pets, Social Media, Sales Operations, New Business Development, Leadership, Inventory Management, Product Development, Entrepreneurship, Small Business, Team Building, Trade Shows, Account Management, B2B, Advertising, Business Planning, Coaching, Direct Sales, Online Marketing, Public Relations, Social Media Marketing, Social Networking, Sales Management
Education
University of Florida 1966 — 1972
Masters, Education
Florida Atlantic University
Education
Doctors Inlet Feed & Pet Supply,Inc April 1991 - Present
Merrill Lynch 1974 - 1982
Skills
Marketing Strategy, Sales, Strategic Planning, Customer Service, Merchandising, Wholesale, Public Speaking, Retail, Marketing, Pets, Social Media, Sales Operations, New Business Development, Leadership, Inventory Management, Product Development, Entrepreneurship, Small Business, Team Building, Trade Shows, Account Management, B2B, Advertising, Business Planning, Coaching, Direct Sales, Online Marketing, Public Relations, Social Media Marketing, Social Networking, Sales Management
Education
University of Florida 1966 — 1972
Masters, Education
Florida Atlantic University
Education
Zachary Park Zachary Park's Merrill Lynch Experience September 2014 - Present
Job psa at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Abercrombie & Fitch February 2013 - September 2014
Abercrombie & Fitch February 2013 - July 2013
Duval Honda August 2012 - January 2013
Skills
Operations Management, Sales Management, Customer Satisfaction, Employee Training, Staff Supervision, Data Analysis, Program Management, Program Development, Brand Management, Brand Development, Public Speaking, Enthusiasm to learn, Quality Management, Inventory Management, Asset Management, Customer Retention, Customer Service..., Drawing
Education
Murray State University 2007 — 2011
Bachelor of Science (BS), Pre-Law Studies
Florida Coastal School of Law
Merrill Lynch September 2014 - Present
Abercrombie & Fitch February 2013 - September 2014
Abercrombie & Fitch February 2013 - July 2013
Duval Honda August 2012 - January 2013
Skills
Operations Management, Sales Management, Customer Satisfaction, Employee Training, Staff Supervision, Data Analysis, Program Management, Program Development, Brand Management, Brand Development, Public Speaking, Enthusiasm to learn, Quality Management, Inventory Management, Asset Management, Customer Retention, Customer Service..., Drawing
Education
Murray State University 2007 — 2011
Bachelor of Science (BS), Pre-Law Studies
Florida Coastal School of Law
Tomas Layrisse Tomas Layrisse's Merrill Lynch Experience August 2012 - December 2012
Job Client Services Manager at MSH Group
Industry Facilities Services
Experience
MSH Group October 2015 - Present
MSH Group December 2013 - Present
MSH Group January 2013 - Present
Merrill Lynch August 2012 - December 2012
Mercantil Commercebank N.A. 2011 - 2011
Citigroup Smith Barney January 2008 - May 2008
Mercantil Bank May 2006 - July 2006
Skills
Stata Software, Microsoft Excel, Spanish, Microsoft Word, Economics, English, Time Management, Financial Statements, Leadership, Human Resources, Finance, Account Management, Talent Acquisition, Business Development, Market Research, Strategy, Management, Employee Benefits, Recruiting, Analysis, Adquisición de talento, Estrategia, Talent Management, Interviews, Consulting, Microsoft Office
Education
Florida Atlantic University 2012 — 2013
Master’s Degree, Financial Economics
University of Tampa 2007 — 2010
Bachelor’s Degree, Science; Economics
University of Dayton 2006 — 2007
Bachelor’s Degree, Economics
MSH Group October 2015 - Present
MSH Group December 2013 - Present
MSH Group January 2013 - Present
Merrill Lynch August 2012 - December 2012
Mercantil Commercebank N.A. 2011 - 2011
Citigroup Smith Barney January 2008 - May 2008
Mercantil Bank May 2006 - July 2006
Skills
Stata Software, Microsoft Excel, Spanish, Microsoft Word, Economics, English, Time Management, Financial Statements, Leadership, Human Resources, Finance, Account Management, Talent Acquisition, Business Development, Market Research, Strategy, Management, Employee Benefits, Recruiting, Analysis, Adquisición de talento, Estrategia, Talent Management, Interviews, Consulting, Microsoft Office
Education
Florida Atlantic University 2012 — 2013
Master’s Degree, Financial Economics
University of Tampa 2007 — 2010
Bachelor’s Degree, Science; Economics
University of Dayton 2006 — 2007
Bachelor’s Degree, Economics
Charles Stack Charles Stack's Merrill Lynch Experience August 2010 - December 2010
Job Senior Associate, Advisory Services Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP January 2015 - Present
Relentless Roasters, LLC. March 2014 - Present
Grant Thornton LLP April 2013 - December 2014
World Fuel Services June 2012 - March 2013
Florida International University August 2011 - June 2012
Merrill Lynch August 2010 - December 2010
Skills
Bloomberg Terminal, Morningstar Office, Microsoft Excel, Microsoft Word, Microsoft Visio, Accounting, Auditing, Bloomberg, Finance, Financial Analysis, Internal Audit, Financial Risk, Internal Controls, Investments, Leadership, Microsoft Office, Portfolio Management, Public Speaking, Risk Management, Spanish, Strategic Planning, Strategy, Visio
Education
Florida International University 2012 — 2012
Graduate Certificate in the Foundations of Accounting and Auditing, Accounting
Florida International University - College of Business Administration 2006 — 2011
Bachelor of Business Administration, Finance, 3.53
Grant Thornton LLP January 2015 - Present
Relentless Roasters, LLC. March 2014 - Present
Grant Thornton LLP April 2013 - December 2014
World Fuel Services June 2012 - March 2013
Florida International University August 2011 - June 2012
Merrill Lynch August 2010 - December 2010
Skills
Bloomberg Terminal, Morningstar Office, Microsoft Excel, Microsoft Word, Microsoft Visio, Accounting, Auditing, Bloomberg, Finance, Financial Analysis, Internal Audit, Financial Risk, Internal Controls, Investments, Leadership, Microsoft Office, Portfolio Management, Public Speaking, Risk Management, Spanish, Strategic Planning, Strategy, Visio
Education
Florida International University 2012 — 2012
Graduate Certificate in the Foundations of Accounting and Auditing, Accounting
Florida International University - College of Business Administration 2006 — 2011
Bachelor of Business Administration, Finance, 3.53
Melissa Bryan Melissa Bryan's Merrill Lynch Experience May 2007 - January 2010
Job Business Analytics Coach at Lodestar Solutions
Industry Information Technology and Services
Experience
Lodestar Solutions July 2012 - Present
BayCare Health System May 2010 - July 2012
HUD OIG Investigations January 2010 - April 2010
Merrill Lynch May 2007 - January 2010
BayCare Health System March 2004 - January 2006
Caring Touch Chiropractic March 2002 - December 2003
Skills
Research, Analysis, Access, Finance, PowerPoint, Outlook, Data Analysis, Accounting, Microsoft Word, Microsoft Office, Critical Thinking, Customer Service, Time Management, Essbase, Forecasting, Cognos, Business Intelligence, Budgets, Project Management, Business Analysis, Management, Leadership
Education
Florida Institute of Technology 2013 — 2015
Master of Science (MS) in Computer Information Systems, Data Modeling/Warehousing and Database Administration
University of Tampa 2008 — 2010
BS, Economics
St. Petersburg College 2003 — 2008
AA
Lodestar Solutions July 2012 - Present
BayCare Health System May 2010 - July 2012
HUD OIG Investigations January 2010 - April 2010
Merrill Lynch May 2007 - January 2010
BayCare Health System March 2004 - January 2006
Caring Touch Chiropractic March 2002 - December 2003
Skills
Research, Analysis, Access, Finance, PowerPoint, Outlook, Data Analysis, Accounting, Microsoft Word, Microsoft Office, Critical Thinking, Customer Service, Time Management, Essbase, Forecasting, Cognos, Business Intelligence, Budgets, Project Management, Business Analysis, Management, Leadership
Education
Florida Institute of Technology 2013 — 2015
Master of Science (MS) in Computer Information Systems, Data Modeling/Warehousing and Database Administration
University of Tampa 2008 — 2010
BS, Economics
St. Petersburg College 2003 — 2008
AA
Cindy Rowland's Merrill Lynch Experience March 2012 - Present
Job Senior Financial Advisor | Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Morgan Stanley Wealth Management July 2008 - March 2012
State Farm August 2002 - April 2008
Lincoln Financial Group December 2000 - August 2002
Rowland Family Management November 1996 - November 2000
Hill Design April 1990 - September 1996
Enterprise Capital 1987 - 1990
VanKampen 1984 - 1987
Nuveen Investments 1981 - 1984
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Series 63, IRAs, Multi-generational..., Building Relationships, Estate Planning
Education
Xavier University 2013 — 2016
Bachelor of Arts (BA)
Florida International University 1980 — 1981
Miami International University of Art and Design 1977 — 1979
Associate of Arts (AA)
Merrill Lynch March 2012 - Present
Morgan Stanley Wealth Management July 2008 - March 2012
State Farm August 2002 - April 2008
Lincoln Financial Group December 2000 - August 2002
Rowland Family Management November 1996 - November 2000
Hill Design April 1990 - September 1996
Enterprise Capital 1987 - 1990
VanKampen 1984 - 1987
Nuveen Investments 1981 - 1984
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Series 63, IRAs, Multi-generational..., Building Relationships, Estate Planning
Education
Xavier University 2013 — 2016
Bachelor of Arts (BA)
Florida International University 1980 — 1981
Miami International University of Art and Design 1977 — 1979
Associate of Arts (AA)
Davide Bombonato Davide Bombonato's Merrill Lynch Experience January 2009 - August 2009
Job Financial Risk Management at Ally Brazilian Coffee Merchants (Montesanto Tavares Group)
Industry Financial Services
Experience
Ally Brazilian Coffee Merchants January 2013 - Present
INTL FCStone Inc. October 2011 - January 2013
Merrill Lynch January 2009 - August 2009
Skills
Wealth Management, Asset Allocation, Investments, Banking, Financial Services, Fixed Annuities, Financial Analysis, Analysis, Risk Management, Economics, Microsoft Office, Access, Business Planning, Finance, Commodity, Forecasting
Education
Florida International University
Bachelor of Science and Bachelor of Business Administration Dual, Economics and Finance; Finance
Ally Brazilian Coffee Merchants January 2013 - Present
INTL FCStone Inc. October 2011 - January 2013
Merrill Lynch January 2009 - August 2009
Skills
Wealth Management, Asset Allocation, Investments, Banking, Financial Services, Fixed Annuities, Financial Analysis, Analysis, Risk Management, Economics, Microsoft Office, Access, Business Planning, Finance, Commodity, Forecasting
Education
Florida International University
Bachelor of Science and Bachelor of Business Administration Dual, Economics and Finance; Finance
Maria Sloboda-Amiel, PA Maria Sloboda-Amiel, PA's Merrill Lynch Experience December 2011 - April 2012
Job Realtor at DowningFrye Realty, Inc.
Industry Real Estate
Experience
Downing-Frye Realty, Inc. June 2012 - Present
Merrill Lynch December 2011 - April 2012
Stock Development September 2011 - April 2012
Skills
Finance, Real Estate, Professional Writing, Confidentiality, Sales, Piano, Dance, Listings, Rentals, Residential Homes, Open Houses, Relationship Marketing, Short Sales, Foreclosures, Assisting First Time..., Customer Service, Single Family Homes, Waterfront, First Time Home Buyers, Microsoft Office, Leadership, Investment Properties, Public Speaking
Education
Florida Gulf Coast University 2008 — 2012
Bachelor of Science (B.S.), Finance
Barron Collier High School 2004 — 2008
Downing-Frye Realty, Inc. June 2012 - Present
Merrill Lynch December 2011 - April 2012
Stock Development September 2011 - April 2012
Skills
Finance, Real Estate, Professional Writing, Confidentiality, Sales, Piano, Dance, Listings, Rentals, Residential Homes, Open Houses, Relationship Marketing, Short Sales, Foreclosures, Assisting First Time..., Customer Service, Single Family Homes, Waterfront, First Time Home Buyers, Microsoft Office, Leadership, Investment Properties, Public Speaking
Education
Florida Gulf Coast University 2008 — 2012
Bachelor of Science (B.S.), Finance
Barron Collier High School 2004 — 2008
Erica Gonzalez Erica Gonzalez's Merrill Lynch Experience 2007 - 2007
Job Realtor Associate at RE/MAX Advance Realty
Industry Real Estate
Experience
RE/MAX Advance Realty May 2009 - Present
Jackson Health System 2007 - 2008
Merrill Lynch 2007 - 2007
Raquel A. Rodriguez & Associates 2003 - 2007
Skills
Real Estate, Legal, Finance, Training, Marketing, Sellers, Residential Homes, Commercial Real Estate, Sales, Listings, Management, Loans, Investment Properties, REO, Property, Contract Negotiation, Foreclosures
Education
Florida International University 2000 — 2006
Bachelor of Business Administration (BBA), Finance, General
RE/MAX Advance Realty May 2009 - Present
Jackson Health System 2007 - 2008
Merrill Lynch 2007 - 2007
Raquel A. Rodriguez & Associates 2003 - 2007
Skills
Real Estate, Legal, Finance, Training, Marketing, Sellers, Residential Homes, Commercial Real Estate, Sales, Listings, Management, Loans, Investment Properties, REO, Property, Contract Negotiation, Foreclosures
Education
Florida International University 2000 — 2006
Bachelor of Business Administration (BBA), Finance, General
Gabriel Cabrera's Merrill Lynch Experience November 2011 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2011 - Present
Skills
Microsoft Excel, Bloomberg, Customer Service, Equities, Financial Analysis, Finance, Microsoft Word, Microsoft Office, Series 7, PowerPoint, Spanish, Strategic Planning, Investments, Market Research
Education
Florida International University 2009 — 2013
Bachelor of Business Administration (B.B.A.), International Business
Merrill Lynch November 2011 - Present
Skills
Microsoft Excel, Bloomberg, Customer Service, Equities, Financial Analysis, Finance, Microsoft Word, Microsoft Office, Series 7, PowerPoint, Spanish, Strategic Planning, Investments, Market Research
Education
Florida International University 2009 — 2013
Bachelor of Business Administration (B.B.A.), International Business
Nicole Evangelista, MBA, CFE, FPEM's Merrill Lynch Experience November 2000 - September 2001
Job Audit and Compliance Director at Village of Wellington
Industry Government Administration
Experience
Village of Wellington June 2014 - Present
Village of Wellington April 2011 - June 2014
Village of Wellington November 2009 - April 2011
Village of Wellington April 2008 - November 2009
Village of Wellington June 2001 - April 2008
Merrill Lynch November 2000 - September 2001
First Wellington, Inc. March 1999 - September 2000
Education
Palm Beach Atlantic University-West Palm Beach 2010 — 2012
Master of Business Administration (MBA)
Florida Atlantic University
Bachelor of Business Administration (BBA)
Wellington High School
Village of Wellington June 2014 - Present
Village of Wellington April 2011 - June 2014
Village of Wellington November 2009 - April 2011
Village of Wellington April 2008 - November 2009
Village of Wellington June 2001 - April 2008
Merrill Lynch November 2000 - September 2001
First Wellington, Inc. March 1999 - September 2000
Education
Palm Beach Atlantic University-West Palm Beach 2010 — 2012
Master of Business Administration (MBA)
Florida Atlantic University
Bachelor of Business Administration (BBA)
Wellington High School
Travis Knadle Travis Knadle's Merrill Lynch Experience June 2013 - November 2013
Job Municipal Bond Specialist at The GMS Group
Industry Financial Services
Experience
The GMS Group October 2013 - Present
Merrill Lynch June 2013 - November 2013
BofI Federal Bank 2011 - 2013
AequiCap Insurance Company April 2008 - August 2009
Hard Pressure Wash LLC February 2002 - October 2007
Summit Capital Lending INC January 2005 - March 2006
Applied Cardiac Systems, Inc. April 2000 - November 2002
Skills
Annuity Valuation., Team Management, Work Well Independently, Fitness, Competitive, Strategic Negotiations, Sales Process, Sales Presentation..., Microsoft Excel, Microsoft Word, PowerPoint, Outlook Express, Written & Oral..., Strategic Communications, Personal Development, Operations Management, Management, Team Leadership, Organizational..., Leadership, Venture Capital, Private Equity, Equity Valuation, Banking, Financial Analysis, Time Management, Portfolio Management, Sales, Finance, Analysis, Microsoft Office, Customer Service, Investments
Education
Florida Atlantic University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Economics, Banking, and Securities Law
University of North Florida 2003 — 2004
General Studies
The GMS Group October 2013 - Present
Merrill Lynch June 2013 - November 2013
BofI Federal Bank 2011 - 2013
AequiCap Insurance Company April 2008 - August 2009
Hard Pressure Wash LLC February 2002 - October 2007
Summit Capital Lending INC January 2005 - March 2006
Applied Cardiac Systems, Inc. April 2000 - November 2002
Skills
Annuity Valuation., Team Management, Work Well Independently, Fitness, Competitive, Strategic Negotiations, Sales Process, Sales Presentation..., Microsoft Excel, Microsoft Word, PowerPoint, Outlook Express, Written & Oral..., Strategic Communications, Personal Development, Operations Management, Management, Team Leadership, Organizational..., Leadership, Venture Capital, Private Equity, Equity Valuation, Banking, Financial Analysis, Time Management, Portfolio Management, Sales, Finance, Analysis, Microsoft Office, Customer Service, Investments
Education
Florida Atlantic University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Economics, Banking, and Securities Law
University of North Florida 2003 — 2004
General Studies
Dayana Alvarez Dayana Alvarez's Merrill Lynch Experience August 2014 - February 2015
Job Relationship Specialist at CIT
Industry Financial Services
Experience
CIT February 2015 - Present
Merrill Lynch August 2014 - February 2015
Bank of America May 2011 - August 2014
Hernandez, CPA & Co, Inc January 2011 - May 2011
Walgreens June 2009 - January 2011
Skills
Retail Banking, Banking, Credit, Commercial Banking, Loans, Cash Management, Cross Selling, Deposits, Financial Analysis, Finance, Financial Services
Education
Florida International University 2011 — 2014
Bachelor's Degree, Finance, General, 3.48
Miami Dade College 2009 — 2011
Associate's Degree, Business Administration and Management, General, 3.97
CIT February 2015 - Present
Merrill Lynch August 2014 - February 2015
Bank of America May 2011 - August 2014
Hernandez, CPA & Co, Inc January 2011 - May 2011
Walgreens June 2009 - January 2011
Skills
Retail Banking, Banking, Credit, Commercial Banking, Loans, Cash Management, Cross Selling, Deposits, Financial Analysis, Finance, Financial Services
Education
Florida International University 2011 — 2014
Bachelor's Degree, Finance, General, 3.48
Miami Dade College 2009 — 2011
Associate's Degree, Business Administration and Management, General, 3.97
Andres Brik's Merrill Lynch Experience October 2008 - Present
Job International Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2008 - Present
Skills
Investments, Bloomberg, Fixed Income, Wealth Management, Equities, Portfolio Management, Asset Management, Financial Modeling, Hedge Funds, Emerging Markets, Risk Management, Series 7, Mutual Funds, Retirement Planning, ETFs, Strategic Financial..., Asset Allocation, Alternative Investments, Wealth Management..., Options, High Net Worth..., Loans, Structured Products, Currency, Estate Planning, Asset Managment, Banking, Investment Banking, Financial Analysis, Investment Advisory, Investment Strategies, Securities
Education
Florida International University 2006 — 2010
Finance, General
University of Florida 2007 — 2007
Merrill Lynch October 2008 - Present
Skills
Investments, Bloomberg, Fixed Income, Wealth Management, Equities, Portfolio Management, Asset Management, Financial Modeling, Hedge Funds, Emerging Markets, Risk Management, Series 7, Mutual Funds, Retirement Planning, ETFs, Strategic Financial..., Asset Allocation, Alternative Investments, Wealth Management..., Options, High Net Worth..., Loans, Structured Products, Currency, Estate Planning, Asset Managment, Banking, Investment Banking, Financial Analysis, Investment Advisory, Investment Strategies, Securities
Education
Florida International University 2006 — 2010
Finance, General
University of Florida 2007 — 2007
Pero Jolevski Pero Jolevski's Merrill Lynch Experience August 2010 - December 2010
Job Director of European Operations at Blue Star Strategies
Industry International Trade and Development
Experience
Blue Star Strategies June 2015 - Present
Blue Star Strategies January 2011 - June 2015
Merrill Lynch August 2010 - December 2010
Booz Allen Hamilton July 2010 - August 2010
Florida Gulf Coast University May 2009 - May 2010
Skills
Research, Non-profits, Microsoft Office, International Relations
Education
Florida Gulf Coast University 2008 — 2010
Bachelor of Science (BS), Finance
Blue Star Strategies June 2015 - Present
Blue Star Strategies January 2011 - June 2015
Merrill Lynch August 2010 - December 2010
Booz Allen Hamilton July 2010 - August 2010
Florida Gulf Coast University May 2009 - May 2010
Skills
Research, Non-profits, Microsoft Office, International Relations
Education
Florida Gulf Coast University 2008 — 2010
Bachelor of Science (BS), Finance
Alberto de Solo Alberto de Solo's Merrill Lynch Experience July 2005 - June 2011
Job Chief Financial Officer at Managed Healthcare Partners, LLC
Industry Hospital & Health Care
Experience
Managed Healthcare Partners, LLC June 2011 - Present
Merrill Lynch July 2005 - June 2011
Skills
Alternative Investments, Asset Management, Business Planning, Corporate Finance, Financial Analysis, Financial Modeling, Health Insurance, Healthcare, Insurance, Managed Care, Management, Medicare, Physicians, Mergers, Strategic Planning, Life Insurance, Executive Management
Education
Florida International University 1995 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Managed Healthcare Partners, LLC June 2011 - Present
Merrill Lynch July 2005 - June 2011
Skills
Alternative Investments, Asset Management, Business Planning, Corporate Finance, Financial Analysis, Financial Modeling, Health Insurance, Healthcare, Insurance, Managed Care, Management, Medicare, Physicians, Mergers, Strategic Planning, Life Insurance, Executive Management
Education
Florida International University 1995 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Adriana Casas Adriana Casas's Merrill Lynch Experience September 1996 - August 2001
Job Compliance Officer at Investacorp, Inc.
Industry Financial Services
Experience
Investacorp, Inc. February 2015 - Present
Atlantic Capital Advisors, LLC April 2013 - February 2015
BankUnited Investment Services April 2010 - April 2013
JDM Partners LLC September 2002 - October 2009
Citicorp Investment Services August 2001 - September 2002
Merrill Lynch September 1996 - August 2001
Skills
Risk Management, Investment Management, Asset Allocation, Compliance & Risk..., Internal Audit, Staff Leadership, Strategic Planning, Succession Planning, Leadership
Education
Florida International University
B.A. - Finance
Investacorp, Inc. February 2015 - Present
Atlantic Capital Advisors, LLC April 2013 - February 2015
BankUnited Investment Services April 2010 - April 2013
JDM Partners LLC September 2002 - October 2009
Citicorp Investment Services August 2001 - September 2002
Merrill Lynch September 1996 - August 2001
Skills
Risk Management, Investment Management, Asset Allocation, Compliance & Risk..., Internal Audit, Staff Leadership, Strategic Planning, Succession Planning, Leadership
Education
Florida International University
B.A. - Finance
Brian Cabielles's Merrill Lynch Experience May 2012 - October 2013
Job Associate at State Street Realty
Industry Real Estate
Experience
State Street Realty April 2014 - Present
Merrill Lynch May 2012 - October 2013
Education
Florida International University 2008 — 2011
Bachelor of Business Administration (BBA), Finance
Belen Jesuit Preparatory School 2000 — 2008
Middle/High School
State Street Realty April 2014 - Present
Merrill Lynch May 2012 - October 2013
Education
Florida International University 2008 — 2011
Bachelor of Business Administration (BBA), Finance
Belen Jesuit Preparatory School 2000 — 2008
Middle/High School
Conny De la Torre's Merrill Lynch Experience April 2013 - June 2014
Job Registered Client Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
Merrill Lynch April 2013 - June 2014
Olidelton America Corp. May 2009 - March 2013
Self Employed May 2005 - March 2013
Skills
Leadership, Marketing, Accounting, PowerPoint, Customer Service, Management, Spanish, Microsoft Excel, Microsoft Word, Business, Sales, Entrepreneurship, Teamwork, Financial Analysis, Finance, Banking, Coordination, Business Development, Social Networking, Advertising, Market Research, Project Management, Event Planning, Strategic Planning, Microsoft Office, Data Analysis, Marketing Strategy, Public Speaking, Trading, Social Media Marketing, Outlook, Online Marketing, Salesforce.com, Negotiation, New Business Development, Securities, Innovation, Marketing Research, Office Management, Business Objects, Packaging, Pricing, Quality Management, Problem Solving, English, Sales Management, Critical Thinking, Analytical Skills, Series 7, Series 66
Education
Florida International University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.85
Florida International University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing, 3.85
Miami Dade College 2009 — 2010
Associate of Arts (A.A.), Business Administration and Management, General, 3.66
Morgan Stanley Wealth Management June 2014 - Present
Merrill Lynch April 2013 - June 2014
Olidelton America Corp. May 2009 - March 2013
Self Employed May 2005 - March 2013
Skills
Leadership, Marketing, Accounting, PowerPoint, Customer Service, Management, Spanish, Microsoft Excel, Microsoft Word, Business, Sales, Entrepreneurship, Teamwork, Financial Analysis, Finance, Banking, Coordination, Business Development, Social Networking, Advertising, Market Research, Project Management, Event Planning, Strategic Planning, Microsoft Office, Data Analysis, Marketing Strategy, Public Speaking, Trading, Social Media Marketing, Outlook, Online Marketing, Salesforce.com, Negotiation, New Business Development, Securities, Innovation, Marketing Research, Office Management, Business Objects, Packaging, Pricing, Quality Management, Problem Solving, English, Sales Management, Critical Thinking, Analytical Skills, Series 7, Series 66
Education
Florida International University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.85
Florida International University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing, 3.85
Miami Dade College 2009 — 2010
Associate of Arts (A.A.), Business Administration and Management, General, 3.66
Catherine Rainey's Merrill Lynch Experience February 2010 - June 2012
Job Director of Sales and Marketing at OTC Global Holdings LP
Industry Information Technology and Services
Experience
OTC Global Holdings LP/EOXLive July 2014 - Present
Merrill Lynch February 2010 - June 2012
BNP Paribas March 2008 - February 2010
Credit Suisse June 2006 - March 2008
Skills
Fixed Income, Capital Markets, Portfolio Management, Equities, Series 7, Banking, Investments, Corporate Finance, Derivatives, Investment Banking, Financial Modeling, Valuation, Emerging Markets, Structured Products, Hedge Funds, Risk Management, Financial Analysis, Trading, Commodity
Education
Florida International University 2012 — 2013
Master of Business Administration (MBA)
Tulane University - A.B. Freeman School of Business
Universidad de Los Andes
B.S. in Industrial Engineering
OTC Global Holdings LP/EOXLive July 2014 - Present
Merrill Lynch February 2010 - June 2012
BNP Paribas March 2008 - February 2010
Credit Suisse June 2006 - March 2008
Skills
Fixed Income, Capital Markets, Portfolio Management, Equities, Series 7, Banking, Investments, Corporate Finance, Derivatives, Investment Banking, Financial Modeling, Valuation, Emerging Markets, Structured Products, Hedge Funds, Risk Management, Financial Analysis, Trading, Commodity
Education
Florida International University 2012 — 2013
Master of Business Administration (MBA)
Tulane University - A.B. Freeman School of Business
Universidad de Los Andes
B.S. in Industrial Engineering
Courtney Smuder Courtney Smuder's Merrill Lynch Experience 2012 - 2013
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2013 - Present
Merrill Lynch 2012 - 2013
Education
Florida Coastal School of Law 2009 — 2012
Juris Doctor, Law
Florida Gulf Coast University 2004 — 2007
Bachelor of Science (BS), Finance, minor Political Science
Wells Fargo Advisors, LLC September 2013 - Present
Merrill Lynch 2012 - 2013
Education
Florida Coastal School of Law 2009 — 2012
Juris Doctor, Law
Florida Gulf Coast University 2004 — 2007
Bachelor of Science (BS), Finance, minor Political Science
Alfredo E. Michael's Merrill Lynch Experience June 2008 - January 2011
Job J.P. Morgan Private Bank LATAM
Industry Financial Services
Experience
J.P. Morgan March 2012 - Present
New England Securities January 2011 - February 2012
Merrill Lynch June 2008 - January 2011
Skills
Fluent English, Fluent Spanish, Series 7, Series 63, Investments, Portfolio Management, Mutual Funds, Fixed Income, Alternative Investments, Asset Allocation, Wealth Management, Investment Strategies, Securities, Asset Management, English, Equities, Finance, Financial Advisory, Financial Analysis, Investment Advisory, Microsoft Office, Uniform Combined State..., Strategic Planning
Education
University of Miami - School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Florida International University 2004 — 2008
Minor in Arts & Sciences, Economics
Florida International University - College of Business Administration 2004 — 2008
Bachelor of Business Administration, Finance
J.P. Morgan March 2012 - Present
New England Securities January 2011 - February 2012
Merrill Lynch June 2008 - January 2011
Skills
Fluent English, Fluent Spanish, Series 7, Series 63, Investments, Portfolio Management, Mutual Funds, Fixed Income, Alternative Investments, Asset Allocation, Wealth Management, Investment Strategies, Securities, Asset Management, English, Equities, Finance, Financial Advisory, Financial Analysis, Investment Advisory, Microsoft Office, Uniform Combined State..., Strategic Planning
Education
University of Miami - School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Florida International University 2004 — 2008
Minor in Arts & Sciences, Economics
Florida International University - College of Business Administration 2004 — 2008
Bachelor of Business Administration, Finance
Shawn Weeks's Merrill Lynch Experience April 2015 - Present
Job Team Financial Advisor Trainee at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Merrill Lynch September 2014 - April 2015
Prudential Financial May 2014 - August 2014
Jersey Mike's Subs September 2013 - January 2014
College Hunks Hauling Junk and College Hunks Moving April 2013 - August 2013
The Pita PIt October 2012 - March 2013
PSEG May 2012 - August 2012
Gridiron Forwarding Co., Inc. June 2007 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Mac OS, Data Entry, Access
Education
Florida Atlantic University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance
Spotswood High School 2007 — 2011
High School Diploma
Merrill Lynch April 2015 - Present
Merrill Lynch September 2014 - April 2015
Prudential Financial May 2014 - August 2014
Jersey Mike's Subs September 2013 - January 2014
College Hunks Hauling Junk and College Hunks Moving April 2013 - August 2013
The Pita PIt October 2012 - March 2013
PSEG May 2012 - August 2012
Gridiron Forwarding Co., Inc. June 2007 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Mac OS, Data Entry, Access
Education
Florida Atlantic University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance
Spotswood High School 2007 — 2011
High School Diploma
Hans C. Wahl Hans C. Wahl's Merrill Lynch Experience 2003 - 2006
Job Attorney at Jimerson & Cobb; Community Association Law, Real Estate, Business Litigation; Licensed in Florida & Georgia
Industry Law Practice
Experience
Jimerson & Cobb, P.A. 2012 - Present
Fidelity Investments 2006 - 2009
Merrill Lynch 2003 - 2006
Skills
Real Estate Law, Condominium Association..., Homeowner Association..., Banking Law, Construction Law, Business Litigation, Commercial Litigation, Real Estate, Creditors' Rights, Legal Writing, Legal Research, Bankruptcy, Corporate Law, Property Law, Trials, Litigation, Document Drafting, Civil Litigation, Commercial Real Estate, Contract Negotiation
Education
Florida Coastal School of Law 2009 — 2012
Juris Doctor, Business Litigation, Magna Cum Laude; top 3%
University of Florida 1996 — 1999
Bachelor of Science (BS), Business Management, Cum Laude
University of Florida
Bachelor of Science (BS), Finance, Cum Laude
Jimerson & Cobb, P.A. 2012 - Present
Fidelity Investments 2006 - 2009
Merrill Lynch 2003 - 2006
Skills
Real Estate Law, Condominium Association..., Homeowner Association..., Banking Law, Construction Law, Business Litigation, Commercial Litigation, Real Estate, Creditors' Rights, Legal Writing, Legal Research, Bankruptcy, Corporate Law, Property Law, Trials, Litigation, Document Drafting, Civil Litigation, Commercial Real Estate, Contract Negotiation
Education
Florida Coastal School of Law 2009 — 2012
Juris Doctor, Business Litigation, Magna Cum Laude; top 3%
University of Florida 1996 — 1999
Bachelor of Science (BS), Business Management, Cum Laude
University of Florida
Bachelor of Science (BS), Finance, Cum Laude
Dominic Garofalo Dominic Garofalo's Merrill Lynch Experience January 2015 - Present
Job Experienced Technology Manager, Business Manager, Analyst with Financial Services Experience
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
BlackRock 2011 - 2014
BlackRock 2004 - 2011
Merrill Lynch 2000 - 2004
Merrill Lynch 1999 - 2000
Merrill Lynch 1998 - 1999
Merrill Lynch 1996 - 1998
Skills
CRM, Mobile Technology, Data Governance, Corporate Governance, Cross-functional Team..., Program Management, Project Management, Information Technology..., Sales Management, Data Analysis, Business Intelligence, Business Analysis, Data Warehousing, SDLC, Web Analytics
Education
Rider University
Master of Business Administration (M.B.A.), Finance, General
Florida Institute of Technology 1991 — 1995
Bachelor's Degree, Aviation/Airway Management and Operations
Merrill Lynch January 2015 - Present
BlackRock 2011 - 2014
BlackRock 2004 - 2011
Merrill Lynch 2000 - 2004
Merrill Lynch 1999 - 2000
Merrill Lynch 1998 - 1999
Merrill Lynch 1996 - 1998
Skills
CRM, Mobile Technology, Data Governance, Corporate Governance, Cross-functional Team..., Program Management, Project Management, Information Technology..., Sales Management, Data Analysis, Business Intelligence, Business Analysis, Data Warehousing, SDLC, Web Analytics
Education
Rider University
Master of Business Administration (M.B.A.), Finance, General
Florida Institute of Technology 1991 — 1995
Bachelor's Degree, Aviation/Airway Management and Operations
Aliya Qizilbash Aliya Qizilbash's Merrill Lynch Experience April 2007 - July 2008
Job Licensed Real Estate Agent at TOWN Residential
Industry Real Estate
Experience
Town Residential December 2013 - Present
Independent Services 2009 - 2013
Merrill Lynch April 2007 - July 2008
AIG Advisor Group July 2006 - April 2007
American Express Financial Advisors/ Ameriprise November 2002 - July 2006
Sofitel Hotel August 2000 - October 2001
Tuna's Waterfront Grille May 1997 - August 2000
Skills
Leadership, Training, Team Building, Business Development, Leadership Development, Management, Marketing, Coaching, Sales Presentations, Sales, Start-ups, Project Planning, Fundraising, Public Speaking, Nonprofits, Entrepreneurship, Event Planning, Build Strong..., Social Networking, Small Business, Financial Analysis, Real Estate
Education
Landmark Education 2009 — 2014
Florida International University
Masters of Science, Hospitality Management
Academy of Coaching and NLP 2010 — 2011
Certificate, NLP Coach
Florida International University 1996 — 1998
Bachelor of Science, Hospitality Management
Kinnaird College 1989 — 1993
Bachelor of Arts, Social Work, English Literature & Psychology
Town Residential December 2013 - Present
Independent Services 2009 - 2013
Merrill Lynch April 2007 - July 2008
AIG Advisor Group July 2006 - April 2007
American Express Financial Advisors/ Ameriprise November 2002 - July 2006
Sofitel Hotel August 2000 - October 2001
Tuna's Waterfront Grille May 1997 - August 2000
Skills
Leadership, Training, Team Building, Business Development, Leadership Development, Management, Marketing, Coaching, Sales Presentations, Sales, Start-ups, Project Planning, Fundraising, Public Speaking, Nonprofits, Entrepreneurship, Event Planning, Build Strong..., Social Networking, Small Business, Financial Analysis, Real Estate
Education
Landmark Education 2009 — 2014
Florida International University
Masters of Science, Hospitality Management
Academy of Coaching and NLP 2010 — 2011
Certificate, NLP Coach
Florida International University 1996 — 1998
Bachelor of Science, Hospitality Management
Kinnaird College 1989 — 1993
Bachelor of Arts, Social Work, English Literature & Psychology
Janay Waters Janay Waters's Merrill Lynch Experience February 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
Student Management Investment Fund at FIU January 2012 - Present
BVI Financial Services Commission July 2007 - August 2009
Castaways Bar and GrillTortola, British Virgin Islands September 2008 - March 2009
Scotiabank (BVI) LimitedTortola, British Virgin Islands July 2006 - January 2007
Skills
Microsoft Word, Excel,..., Microsoft Office, Microsoft Excel, Financial Analysis, Project Management, Customer Service, Stock Valuation
Education
Florida International University 2009 — 2012
Bachelors of Business Administration (BBA), Finance
Hamilton Lavity Stoutt Community College 2004 — 2007
Associate of Science (A.S.), Financial Services
Merrill Lynch February 2012 - Present
Student Management Investment Fund at FIU January 2012 - Present
BVI Financial Services Commission July 2007 - August 2009
Castaways Bar and GrillTortola, British Virgin Islands September 2008 - March 2009
Scotiabank (BVI) LimitedTortola, British Virgin Islands July 2006 - January 2007
Skills
Microsoft Word, Excel,..., Microsoft Office, Microsoft Excel, Financial Analysis, Project Management, Customer Service, Stock Valuation
Education
Florida International University 2009 — 2012
Bachelors of Business Administration (BBA), Finance
Hamilton Lavity Stoutt Community College 2004 — 2007
Associate of Science (A.S.), Financial Services
David Simek's Merrill Lynch Experience June 2011 - September 2011
Job Business Analyst at Hertz
Industry Leisure, Travel & Tourism
Experience
Hertz February 2015 - Present
21st Century Oncology September 2013 - January 2015
Florida Gulf Coast Sports May 2012 - August 2013
Gulf Shore Clothing LLC March 2011 - August 2012
Merrill Lynch June 2011 - September 2011
Skills
Social Media, Microsoft Office, Facebook, Social Media Marketing, Sales, Finance, Financial Statements, Financial Analysis, Budgets, Marketing, Marketing Strategy, Event Planning, Long-term Customer..., Online Advertising, Management, Operations Management, Inventory Management, Logistics, Public Speaking, Customer Service, Customer Satisfaction, Customer Oriented, Public Relations, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Accounting, Training, Small Business, Outlook, Data Analysis, Data Entry, Corporate Finance, Entrepreneurship, Leadership, Teamwork, Recruiting, Sales Management
Education
Florida Gulf Coast University 2014 — 2015
Master of Business Administration (MBA), 3.8/4.0
Florida Gulf Coast University 2008 — 2013
Bachelor of Science in Finance & Bachelor of Science in Marketing, 3.8/4.0
Hertz February 2015 - Present
21st Century Oncology September 2013 - January 2015
Florida Gulf Coast Sports May 2012 - August 2013
Gulf Shore Clothing LLC March 2011 - August 2012
Merrill Lynch June 2011 - September 2011
Skills
Social Media, Microsoft Office, Facebook, Social Media Marketing, Sales, Finance, Financial Statements, Financial Analysis, Budgets, Marketing, Marketing Strategy, Event Planning, Long-term Customer..., Online Advertising, Management, Operations Management, Inventory Management, Logistics, Public Speaking, Customer Service, Customer Satisfaction, Customer Oriented, Public Relations, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Accounting, Training, Small Business, Outlook, Data Analysis, Data Entry, Corporate Finance, Entrepreneurship, Leadership, Teamwork, Recruiting, Sales Management
Education
Florida Gulf Coast University 2014 — 2015
Master of Business Administration (MBA), 3.8/4.0
Florida Gulf Coast University 2008 — 2013
Bachelor of Science in Finance & Bachelor of Science in Marketing, 3.8/4.0
Yolanda G. Lavery's Merrill Lynch Experience March 1998 - April 1999
Job AttorneyAdvisor, Division of Enforcement at U.S. Securities & Exchange Commission
Industry Law Practice
Experience
U.S. Securities & Exchange Commission August 2010 - Present
US Securities and Exchange Commission June 2009 - July 2010
Florida International University January 2009 - December 2009
U.S. Securities & Exchange Commission April 2003 - June 2009
U.S. Securities & Exchange Commission April 1999 - April 2003
Merrill Lynch March 1998 - April 1999
Kelley Drye & Warren LLP December 1996 - January 1998
Assurant Solutions 1992 - 1994
Deloitte 1991 - 1992
Skills
Fluent in Spanish, Internal Investigations, Fraud, Compliance, SEC reporting, SEC filings, Securities Regulation, Securities, Corporate Governance, Legal Research
Education
Georgetown University Law Center 2013 — 2014
Securities and Financial Regulation Certificate Program
University of Miami School of Law 1993 — 1996
Juris Doctor, Law, Cum Laude
Florida International University 1993 — 1995
Masters, Taxation, Honors
Florida International University 1987 — 1991
Bachelors, Accounting
U.S. Securities & Exchange Commission August 2010 - Present
US Securities and Exchange Commission June 2009 - July 2010
Florida International University January 2009 - December 2009
U.S. Securities & Exchange Commission April 2003 - June 2009
U.S. Securities & Exchange Commission April 1999 - April 2003
Merrill Lynch March 1998 - April 1999
Kelley Drye & Warren LLP December 1996 - January 1998
Assurant Solutions 1992 - 1994
Deloitte 1991 - 1992
Skills
Fluent in Spanish, Internal Investigations, Fraud, Compliance, SEC reporting, SEC filings, Securities Regulation, Securities, Corporate Governance, Legal Research
Education
Georgetown University Law Center 2013 — 2014
Securities and Financial Regulation Certificate Program
University of Miami School of Law 1993 — 1996
Juris Doctor, Law, Cum Laude
Florida International University 1993 — 1995
Masters, Taxation, Honors
Florida International University 1987 — 1991
Bachelors, Accounting
Valencia Hunt Valencia Hunt's Merrill Lynch Experience February 2009 - May 2009
Job Auditor at New Jersey Board of Public Utilities
Industry Accounting
Experience
New Jersey Board of Public Utilities June 2011 - Present
Rutgers Business School June 2010 - August 2013
MetLife June 2009 - October 2009
Merrill Lynch February 2009 - May 2009
Skills
Strategic Financial..., US GAAP, Assurance, Risk Management, Mergers & Acquisitions, Financial Analysis, Internal Controls, Financial Accounting, Cost Accounting, Accounting Applications, Utility Regulation, Ratemaking, Business Economics, Analysis, Auditing, Accounting, Finance
Education
Florida Institute of Technology 2014 — 2016
Master of Business Administration (M.B.A.), International Business/Trade/Commerce
Rutgers, The State University of New Jersey-Newark 2006 — 2011
Bachelor of Science (B.S.), Accounting and Finance
New Jersey Board of Public Utilities June 2011 - Present
Rutgers Business School June 2010 - August 2013
MetLife June 2009 - October 2009
Merrill Lynch February 2009 - May 2009
Skills
Strategic Financial..., US GAAP, Assurance, Risk Management, Mergers & Acquisitions, Financial Analysis, Internal Controls, Financial Accounting, Cost Accounting, Accounting Applications, Utility Regulation, Ratemaking, Business Economics, Analysis, Auditing, Accounting, Finance
Education
Florida Institute of Technology 2014 — 2016
Master of Business Administration (M.B.A.), International Business/Trade/Commerce
Rutgers, The State University of New Jersey-Newark 2006 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Jose Paez Jose Paez's Merrill Lynch Experience April 2007 - August 2009
Job HighPowered Financial and Analytical Operations Professional propelling Businesses to the top. Lets get started!
Industry Financial Services
Experience
Navy Federal Credit Union August 2011 - Present
Florida State College at Jacksonville August 2009 - August 2011
Merrill Lynch April 2007 - August 2009
US Navy August 1999 - May 2007
Skills
Business Planning, Business Operations, Planning Budgeting &..., Business Process..., Bilingual-English/Spanis..., Project Management, Team Leadership, Sales Management, Banking, Financial Management..., Financial Management..., Customer Service..., Office Management, Office Administration, Microsoft Applications, Customer Service, Analysis, Management, Public Speaking, Leadership, Team Building, Finance, Access, Microsoft Office, Sales
Education
Florida Institute of Technology 2014 — 2015
Master of Business Administration (M.B.A) - Accounting and Finance, Accounting and Finance
Florida State College at Jacksonville 2009 — 2014
Bachelor of Applied Science (B.A.S.), Supervision and Management
Florida State College at Jacksonville 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Navy Federal Credit Union August 2011 - Present
Florida State College at Jacksonville August 2009 - August 2011
Merrill Lynch April 2007 - August 2009
US Navy August 1999 - May 2007
Skills
Business Planning, Business Operations, Planning Budgeting &..., Business Process..., Bilingual-English/Spanis..., Project Management, Team Leadership, Sales Management, Banking, Financial Management..., Financial Management..., Customer Service..., Office Management, Office Administration, Microsoft Applications, Customer Service, Analysis, Management, Public Speaking, Leadership, Team Building, Finance, Access, Microsoft Office, Sales
Education
Florida Institute of Technology 2014 — 2015
Master of Business Administration (M.B.A) - Accounting and Finance, Accounting and Finance
Florida State College at Jacksonville 2009 — 2014
Bachelor of Applied Science (B.A.S.), Supervision and Management
Florida State College at Jacksonville 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Natalia Barrionuevo Crawford Natalia Barrionuevo Crawford's Merrill Lynch Experience November 2006 - August 2012
Job Paralegal
Industry Legal Services
Experience
Law Offices of Mary Sue Donohue November 2013 - May 2014
The Andersen Firm September 2012 - July 2013
Merrill Lynch November 2006 - August 2012
Independant January 2010 - December 2011
Paley Rothman January 2003 - June 2005
Skills
Trusts, Securities, Estate Planning, Risk Management, Probation, Probate, Case Managment, Estate Administration, Notary Public, Corporate Law, Contractual Agreements, Contract Management, Bilingual, Management
Education
Florida Atlantic University 2014 — 2015
Certificate, Paralegal, A
Strayer University (DC) 2004 — 2006
M.B.A., Business Administration and Management, General, 4.0
Montomery College 2002 — 2004
Associate of Arts (A.A.), Business Administration and Management, General
Universidad de Buenos Aires / UBA 1993 — 2000
J.D., Specialized in Corporate Law
Law Offices of Mary Sue Donohue November 2013 - May 2014
The Andersen Firm September 2012 - July 2013
Merrill Lynch November 2006 - August 2012
Independant January 2010 - December 2011
Paley Rothman January 2003 - June 2005
Skills
Trusts, Securities, Estate Planning, Risk Management, Probation, Probate, Case Managment, Estate Administration, Notary Public, Corporate Law, Contractual Agreements, Contract Management, Bilingual, Management
Education
Florida Atlantic University 2014 — 2015
Certificate, Paralegal, A
Strayer University (DC) 2004 — 2006
M.B.A., Business Administration and Management, General, 4.0
Montomery College 2002 — 2004
Associate of Arts (A.A.), Business Administration and Management, General
Universidad de Buenos Aires / UBA 1993 — 2000
J.D., Specialized in Corporate Law
Riaan Spanjer-Furstenburg Riaan Spanjer-Furstenburg's Merrill Lynch Experience April 2014 - Present
Job Investment Specialist at Merrill Lynch
Industry Sports
Experience
Merrill Lynch April 2014 - Present
CIT Inc. September 2013 - April 2014
Merrill Lynch April 2013 - September 2013
Atlanta Braves 2009 - 2011
Somerset Prep. August 2010 - December 2010
Interstate Batteries April 2006 - June 2006
Skills
Financial Statement..., Systems Documentation, Capital Budgeting, Asset Allocation, Portfolio Risk..., Portfolio Optimization, Multifactor Linear..., Capital Structure..., Corporate Acquisitions..., Multidimensional..., Debt/Equity Analysis..., Multivariable..., Advanced Financial..., Rudimentary Excel VBA, Financial/Accounting..., Arbitrage/Derivatives..., Financial Analysis, Leadership
Education
Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Finance
Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Accounting
Merrill Lynch April 2014 - Present
CIT Inc. September 2013 - April 2014
Merrill Lynch April 2013 - September 2013
Atlanta Braves 2009 - 2011
Somerset Prep. August 2010 - December 2010
Interstate Batteries April 2006 - June 2006
Skills
Financial Statement..., Systems Documentation, Capital Budgeting, Asset Allocation, Portfolio Risk..., Portfolio Optimization, Multifactor Linear..., Capital Structure..., Corporate Acquisitions..., Multidimensional..., Debt/Equity Analysis..., Multivariable..., Advanced Financial..., Rudimentary Excel VBA, Financial/Accounting..., Arbitrage/Derivatives..., Financial Analysis, Leadership
Education
Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Finance
Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Accounting
Ann Reuter's Merrill Lynch Experience January 2011 - May 2011
Job Finance and Accounting Consultant at The Ladybug Project
Industry Financial Services
Experience
The Ladybug Project August 2010 - Present
Merrill Lynch January 2011 - May 2011
FGCU Student Managed Investment Fund January 2011 - May 2011
Delta Delta Delta January 2009 - April 2011
Florida Gulf Coast University February 2008 - February 2011
Florida Gulf Coast University August 2009 - December 2009
Education
Florida Gulf Coast University 2006 — 2011
Bachelor of Science, Finance
The Ladybug Project August 2010 - Present
Merrill Lynch January 2011 - May 2011
FGCU Student Managed Investment Fund January 2011 - May 2011
Delta Delta Delta January 2009 - April 2011
Florida Gulf Coast University February 2008 - February 2011
Florida Gulf Coast University August 2009 - December 2009
Education
Florida Gulf Coast University 2006 — 2011
Bachelor of Science, Finance
David Littleton David Littleton's Merrill Lynch Experience September 2002 - March 2006
Job AVP IT Manager, Enterprise Products
Industry Information Technology and Services
Experience
EverBank May 2015 - Present
University of Phoenix February 2015 - Present
EverBank June 2013 - Present
EverBank July 2011 - May 2013
EverBank May 2010 - July 2011
CEVA Logistics November 2007 - December 2009
FIS - Fidelity Information Services November 2006 - November 2007
Amtech Computer Services April 2006 - November 2006
Merrill Lynch September 2002 - March 2006
Skills
SOA, Application Architecture, TFS, WCF, SOAP, ASP.NET, .NET, C#, XML, Agile Methodologies, OOP, T-SQL, Web Applications, Visual Basic, Enterprise Architecture, Web Services, Architecture, Microsoft SQL Server, Integration, ASP, SDLC, REST, Database Design, LINQ, SSRS, Architectures, ASP.NET MVC, IIS, Design Patterns, ADO.NET, SSIS, Visual Studio, Oracle, Software Development, Scrum
Education
Florida Institute of Technology 2009 — 2012
Master of Science (MS), Computer Information Systems
University of Colorado Boulder 1994 — 1996
B.S. in Business Administration, Information Systems
EverBank May 2015 - Present
University of Phoenix February 2015 - Present
EverBank June 2013 - Present
EverBank July 2011 - May 2013
EverBank May 2010 - July 2011
CEVA Logistics November 2007 - December 2009
FIS - Fidelity Information Services November 2006 - November 2007
Amtech Computer Services April 2006 - November 2006
Merrill Lynch September 2002 - March 2006
Skills
SOA, Application Architecture, TFS, WCF, SOAP, ASP.NET, .NET, C#, XML, Agile Methodologies, OOP, T-SQL, Web Applications, Visual Basic, Enterprise Architecture, Web Services, Architecture, Microsoft SQL Server, Integration, ASP, SDLC, REST, Database Design, LINQ, SSRS, Architectures, ASP.NET MVC, IIS, Design Patterns, ADO.NET, SSIS, Visual Studio, Oracle, Software Development, Scrum
Education
Florida Institute of Technology 2009 — 2012
Master of Science (MS), Computer Information Systems
University of Colorado Boulder 1994 — 1996
B.S. in Business Administration, Information Systems
Hermes Conesa Barrionuevo's Merrill Lynch Experience June 2014 - Present
Job Financial Solutions Advisor Assistant Vice President
Industry Investment Management
Experience
Merrill Lynch June 2014 - Present
AXA Advisors February 2013 - May 2014
Claro Puerto Rico November 2010 - May 2013
Citi 2004 - 2011
Citi 2006 - 2007
Citi 2005 - 2006
Skills
Retirement Planning, Portfolio Management, Risk Management, Asset Management, Wealth Management, Fixed Income, Mutual Funds, Asset Allocation, Financial Markets, Investment Strategies, Life Insurance, Equities
Education
Florida International University
Master of Business Administration (MBA)
University of South Florida 2000 — 2003
Bachelor of Business Administration (BBA)
Merrill Lynch June 2014 - Present
AXA Advisors February 2013 - May 2014
Claro Puerto Rico November 2010 - May 2013
Citi 2004 - 2011
Citi 2006 - 2007
Citi 2005 - 2006
Skills
Retirement Planning, Portfolio Management, Risk Management, Asset Management, Wealth Management, Fixed Income, Mutual Funds, Asset Allocation, Financial Markets, Investment Strategies, Life Insurance, Equities
Education
Florida International University
Master of Business Administration (MBA)
University of South Florida 2000 — 2003
Bachelor of Business Administration (BBA)
William Oglesby William Oglesby's Merrill Lynch Experience November 2013 - May 2014
Job Attorney
Industry Legal Services
Experience
McGlinchey Stafford May 2014 - Present
Merrill Lynch November 2013 - May 2014
Bank of America July 2012 - November 2013
Merrill Lynch August 2011 - July 2012
FCSL Consumer Law Clinic August 2010 - December 2010
Education
Florida Coastal School of Law 2008 — 2011
Doctor of Law (JD)
Georgia State University 2005 — 2007
Bachelor of Arts (B.A.), History
McGlinchey Stafford May 2014 - Present
Merrill Lynch November 2013 - May 2014
Bank of America July 2012 - November 2013
Merrill Lynch August 2011 - July 2012
FCSL Consumer Law Clinic August 2010 - December 2010
Education
Florida Coastal School of Law 2008 — 2011
Doctor of Law (JD)
Georgia State University 2005 — 2007
Bachelor of Arts (B.A.), History
Austin Murphy Austin Murphy's Merrill Lynch Experience June 2015 - August 2015
Job Villanova Law Class of 2017
Industry Law Practice
Experience
Merrill Lynch June 2015 - August 2015
Bicknell Management Group May 2015 - June 2015
Miami Heat January 2013 - May 2013
Miami Heat August 2012 - December 2012
Skills
Ticket Sales, New Business Development, Management, Sales, Nonprofits, Cold Calling, Event Management, Marketing, Event Planning, Social Media Marketing, Social Networking, Social Media, Public Relations, Customer Retention, Advertising, Archtics, Sports Marketing, Time Management, Sports Management, Fundraising, Sponsorship Sales, Salesforce.com, Account Management, Facebook
Education
Villanova University School of Law 2015 — 2017
Juris Doctor (J.D.)
Brooklyn Law School 2014 — 2015
Juris Doctor (J.D.)
Florida International University 2010 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, 3.67
LSU 2009 — 2010
Civil Engineering
Merrill Lynch June 2015 - August 2015
Bicknell Management Group May 2015 - June 2015
Miami Heat January 2013 - May 2013
Miami Heat August 2012 - December 2012
Skills
Ticket Sales, New Business Development, Management, Sales, Nonprofits, Cold Calling, Event Management, Marketing, Event Planning, Social Media Marketing, Social Networking, Social Media, Public Relations, Customer Retention, Advertising, Archtics, Sports Marketing, Time Management, Sports Management, Fundraising, Sponsorship Sales, Salesforce.com, Account Management, Facebook
Education
Villanova University School of Law 2015 — 2017
Juris Doctor (J.D.)
Brooklyn Law School 2014 — 2015
Juris Doctor (J.D.)
Florida International University 2010 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, 3.67
LSU 2009 — 2010
Civil Engineering
Sarah E. Alderman Sarah E. Alderman's Merrill Lynch Experience 2005 - 2008
Job Compliance Officer at Dreman Value Management, LLC
Industry Financial Services
Experience
Dreman Value Management, LLC July 2015 - Present
Barclays Wealth and Investment Management January 2013 - July 2015
Barclays July 2011 - January 2013
Barclays Wealth 2008 - 2011
Merrill Lynch 2005 - 2008
Lebenthal 2005 - 2005
Lehman Brothers 2000 - 2004
Education
Florida Atlantic University
Finance
Dreman Value Management, LLC July 2015 - Present
Barclays Wealth and Investment Management January 2013 - July 2015
Barclays July 2011 - January 2013
Barclays Wealth 2008 - 2011
Merrill Lynch 2005 - 2008
Lebenthal 2005 - 2005
Lehman Brothers 2000 - 2004
Education
Florida Atlantic University
Finance
Travis Parrott, Esq. Travis Parrott, Esq.'s Merrill Lynch Experience September 2012 - May 2013
Job Attorney at The Law Offices of Travis L. Parrott, P.A.
Industry Legal Services
Experience
TGW Baseball, LLC November 2014 - Present
The Law Offices of Travis L. Parrott, P.A. January 2014 - Present
Christian Smith & Associates July 2013 - January 2014
Merrill Lynch September 2012 - May 2013
Kattman and Pinaud May 2009 - May 2012
Kaplan PMBR July 2009 - May 2011
Skills
Westlaw, Legal Research, Legal Writing, Family Law, Litigation, Lexis, Civil Litigation, Personal Injury, Courts, Criminal Defense, Mediation, Bankruptcy, Legal Assistance, Immigration Law, Wills, Motions, Dispute Resolution, Trials, Document Review, Alternative Dispute..., Foreclosure Defense, Pleadings, Hearings, Depositions
Education
Florida Coastal School of Law 2008 — 2011
J.D., Law
University of Central Florida 2007 — 2008
B.A., Criminal Justice
The University of Georgia 2006 — 2007
Sociology
TGW Baseball, LLC November 2014 - Present
The Law Offices of Travis L. Parrott, P.A. January 2014 - Present
Christian Smith & Associates July 2013 - January 2014
Merrill Lynch September 2012 - May 2013
Kattman and Pinaud May 2009 - May 2012
Kaplan PMBR July 2009 - May 2011
Skills
Westlaw, Legal Research, Legal Writing, Family Law, Litigation, Lexis, Civil Litigation, Personal Injury, Courts, Criminal Defense, Mediation, Bankruptcy, Legal Assistance, Immigration Law, Wills, Motions, Dispute Resolution, Trials, Document Review, Alternative Dispute..., Foreclosure Defense, Pleadings, Hearings, Depositions
Education
Florida Coastal School of Law 2008 — 2011
J.D., Law
University of Central Florida 2007 — 2008
B.A., Criminal Justice
The University of Georgia 2006 — 2007
Sociology
Alejandro Plata Alejandro Plata's Merrill Lynch Experience June 2009 - August 2009
Job Investment Banking Analyst at Holdun
Industry Financial Services
Experience
Holdun April 2013 - Present
Banco Santander October 2011 - April 2013
One Laptop Per Child September 2010 - June 2011
UBS Investment Bank June 2010 - August 2010
YTECH International Lenders July 2008 - May 2010
Merrill Lynch June 2009 - August 2009
Brockers Insurance, March 2006 - August 2007
Skills
Corporate Finance, Financial Modeling, Fundraising, Investments, Private Equity, Due Diligence, Mergers, Portfolio Management, Credit, Valuation, Financial Analysis, Capital Markets, Investment Banking, Equities, Risk Management, Budgets, Mergers & Acquisitions
Education
Florida International University 2006 — 2010
BBA/BA, Finance/Economics
Holdun April 2013 - Present
Banco Santander October 2011 - April 2013
One Laptop Per Child September 2010 - June 2011
UBS Investment Bank June 2010 - August 2010
YTECH International Lenders July 2008 - May 2010
Merrill Lynch June 2009 - August 2009
Brockers Insurance, March 2006 - August 2007
Skills
Corporate Finance, Financial Modeling, Fundraising, Investments, Private Equity, Due Diligence, Mergers, Portfolio Management, Credit, Valuation, Financial Analysis, Capital Markets, Investment Banking, Equities, Risk Management, Budgets, Mergers & Acquisitions
Education
Florida International University 2006 — 2010
BBA/BA, Finance/Economics
Manny Gutierrez,CFP®, ChFC®, CLU® Manny Gutierrez,CFP®, ChFC®, CLU®'s Merrill Lynch Experience June 1996 - June 2000
Job President Dark Horse Advisors/ Dark Horse Home Loans
Industry Banking
Experience
Dark Horse Advisors June 2014 - Present
Jordan Capital Finance, LLC June 2013 - March 2015
Dark Horse Advisors 2013 - 2015
Dark Horse Advisors 2013 - 2015
W.J. Bradley Mortgage Capital, LLC December 2011 - June 2013
Prospect Mortgage, LLC May 2009 - December 2011
Countrywide Home Loans April 2004 - May 2009
Bank of America June 2000 - April 2004
Merrill Lynch June 1996 - June 2000
Skills
Mortgage Lending, FHA, Loans, Investment Properties, VA loans, Real Estate, Investments, Real Estate Financing, Finance, Mortgage Banking, Loan Origination, Refinance, Residential Homes, REO, FHA financing, Short Sales, Reverse Mortgages, USDA, Credit, Referrals, Real Estate Transactions, Investors, First Time Home Buyers, Condos, Sellers, Residential Mortgages, Single Family Homes, Foreclosures
Education
Florida International University 1992 — 1996
Bachelor, Finance & International Business
Dark Horse Advisors June 2014 - Present
Jordan Capital Finance, LLC June 2013 - March 2015
Dark Horse Advisors 2013 - 2015
Dark Horse Advisors 2013 - 2015
W.J. Bradley Mortgage Capital, LLC December 2011 - June 2013
Prospect Mortgage, LLC May 2009 - December 2011
Countrywide Home Loans April 2004 - May 2009
Bank of America June 2000 - April 2004
Merrill Lynch June 1996 - June 2000
Skills
Mortgage Lending, FHA, Loans, Investment Properties, VA loans, Real Estate, Investments, Real Estate Financing, Finance, Mortgage Banking, Loan Origination, Refinance, Residential Homes, REO, FHA financing, Short Sales, Reverse Mortgages, USDA, Credit, Referrals, Real Estate Transactions, Investors, First Time Home Buyers, Condos, Sellers, Residential Mortgages, Single Family Homes, Foreclosures
Education
Florida International University 1992 — 1996
Bachelor, Finance & International Business
Jeff Dwiggins Jeff Dwiggins's Merrill Lynch Experience June 2007 - February 2008
Job Program Analyst at DELTA Resources, Inc.
Industry Defense & Space
Experience
DELTA Resources Inc. May 2014 - Present
Office of the Chief of Naval Operations, OPNAV N9I - Warfare Integration July 2013 - May 2014
Department of the Navy, Office of the Chief of Naval Operations (OPNAV), N8B July 2011 - July 2013
Commerce Bank February 2008 - July 2011
Merrill Lynch June 2007 - February 2008
Columbian Bank and Trust March 2006 - June 2007
Bank of America March 2005 - March 2006
First Federal Savings Bank May 2002 - March 2005
AmeriPath August 2000 - May 2002
United States Army Reserve December 1991 - April 2001
Skills
Management, Risk Management, Banking, Analysis, Financial Analysis, Program Management, Program Evaluation, International Relations, International Human..., Training, Leadership, Process Improvement, Budgets, Portfolio Management, Sales, Strategic Planning, Business Development, Project Management, Competitive Analysis, Policy, Coaching, Forecasting, Business Planning, Project Planning, Finance
Education
Norwich University 2009 — 2011
Master of Arts, Diplomacy
Florida Institute of Technology 2007 — 2009
Masters of Science, Information Technology
Villanova University 2006 — 2006
Project Management
Haslam College of Business at the University of Tennessee 1988 — 1991
Bachelor of Science, Business Administration
DELTA Resources Inc. May 2014 - Present
Office of the Chief of Naval Operations, OPNAV N9I - Warfare Integration July 2013 - May 2014
Department of the Navy, Office of the Chief of Naval Operations (OPNAV), N8B July 2011 - July 2013
Commerce Bank February 2008 - July 2011
Merrill Lynch June 2007 - February 2008
Columbian Bank and Trust March 2006 - June 2007
Bank of America March 2005 - March 2006
First Federal Savings Bank May 2002 - March 2005
AmeriPath August 2000 - May 2002
United States Army Reserve December 1991 - April 2001
Skills
Management, Risk Management, Banking, Analysis, Financial Analysis, Program Management, Program Evaluation, International Relations, International Human..., Training, Leadership, Process Improvement, Budgets, Portfolio Management, Sales, Strategic Planning, Business Development, Project Management, Competitive Analysis, Policy, Coaching, Forecasting, Business Planning, Project Planning, Finance
Education
Norwich University 2009 — 2011
Master of Arts, Diplomacy
Florida Institute of Technology 2007 — 2009
Masters of Science, Information Technology
Villanova University 2006 — 2006
Project Management
Haslam College of Business at the University of Tennessee 1988 — 1991
Bachelor of Science, Business Administration
Sandra Stiger, CRPC®,EA® Sandra Stiger, CRPC®,EA®'s Merrill Lynch Experience May 2013 - Present
Job Director's Assistant
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
Bridge Financial January 2009 - May 2013
Merrill Lynch January 2008 - December 2008
Merrill Lynch January 1996 - January 2007
Legg Mason January 1994 - January 1996
Skills
Series 7, Retirement Planning, Portfolio Management, Insurance, Estate Planning, Finance, Securities, Uniform Combined State...
Education
Florida Atlantic University 1992 — 1997
B.A., International Business
Florida Atlantic University
Bachelor's, Business Administration
Merrill Lynch May 2013 - Present
Bridge Financial January 2009 - May 2013
Merrill Lynch January 2008 - December 2008
Merrill Lynch January 1996 - January 2007
Legg Mason January 1994 - January 1996
Skills
Series 7, Retirement Planning, Portfolio Management, Insurance, Estate Planning, Finance, Securities, Uniform Combined State...
Education
Florida Atlantic University 1992 — 1997
B.A., International Business
Florida Atlantic University
Bachelor's, Business Administration
Pamela Toro, MS Pamela Toro, MS's Merrill Lynch Experience May 2011 - Present
Job Registered Client Associate, Global Wealth Management at Merrill Lynch
Industry Banking
Experience
Merrill Lynch May 2011 - Present
ACCO FOREIGN SHIPPING September 2009 - April 2011
ACCO FOREIGN SHIPPING INC November 2007 - September 2009
ACCO FOREIGN SHIPPING INC January 2006 - January 2007
Skills
Excel, Outlook, PowerPoint, Time Management, Word, Problem Solving, Microsoft Excel, Microsoft Word, Project Management, Strategic Financial..., Strategic Planning, Team Management, Spanish-English, Financial Risk, Suitability Analysis, Trade Finance, Manage Client..., Human Capital, Wealth Management, Latin America, Banking, High Net Worth..., LATAM
Education
Florida International University 2008 — 2009
Master of Science, Human Resources Management
Universidad EAFIT 2001 — 2007
Bachelor of Arts, INTERNATIONAL BUSINESS AND FINANCE
Colegio Albania
Merrill Lynch May 2011 - Present
ACCO FOREIGN SHIPPING September 2009 - April 2011
ACCO FOREIGN SHIPPING INC November 2007 - September 2009
ACCO FOREIGN SHIPPING INC January 2006 - January 2007
Skills
Excel, Outlook, PowerPoint, Time Management, Word, Problem Solving, Microsoft Excel, Microsoft Word, Project Management, Strategic Financial..., Strategic Planning, Team Management, Spanish-English, Financial Risk, Suitability Analysis, Trade Finance, Manage Client..., Human Capital, Wealth Management, Latin America, Banking, High Net Worth..., LATAM
Education
Florida International University 2008 — 2009
Master of Science, Human Resources Management
Universidad EAFIT 2001 — 2007
Bachelor of Arts, INTERNATIONAL BUSINESS AND FINANCE
Colegio Albania
Ruchi Sawhney Ruchi Sawhney's Merrill Lynch Experience 2003 - 2004
Job Project Manager, Business Planning
Industry Management Consulting
Experience
Lightspeed Research February 2014 - Present
Yum! Restaurants International 2013 - 2013
Actionable Analytics 2012 - 2013
ESAB Holdings Limited 2010 - 2012
Lancaster University 2009 - 2010
BANK OF AMERICA 2007 - 2009
TotalBank 2004 - 2007
Merrill Lynch 2003 - 2004
Skills
Project Delivery, Change Management, Organizational Design, Business Analysis, Program Development, Program Management, Program Design, Strategic Planning, Strategy Development, Strategic Thinking, Supply Chain Management, Strategy, Market Research, Project Management, Analysis, Team Leadership, Financial Analysis, Cross-functional Team..., Business Planning, Start-ups, Leadership, Business Strategy, Management, Due Diligence, Project Planning, Finance, Business Process..., Portfolio Management, Business Transformation, Management Consulting, Mergers & Acquisitions, Competitive Analysis, Business Process
Education
Lancaster University 2009 — 2010
MBA, Strategy, Finance, Change Management
Florida International University 2002 — 2004
Bachelor of Business Administration, Finance and International Business
Gargi College, University of Delhi 1998 — 2001
Bachelor of Commerce (Honors), Accounting and Economics
Lightspeed Research February 2014 - Present
Yum! Restaurants International 2013 - 2013
Actionable Analytics 2012 - 2013
ESAB Holdings Limited 2010 - 2012
Lancaster University 2009 - 2010
BANK OF AMERICA 2007 - 2009
TotalBank 2004 - 2007
Merrill Lynch 2003 - 2004
Skills
Project Delivery, Change Management, Organizational Design, Business Analysis, Program Development, Program Management, Program Design, Strategic Planning, Strategy Development, Strategic Thinking, Supply Chain Management, Strategy, Market Research, Project Management, Analysis, Team Leadership, Financial Analysis, Cross-functional Team..., Business Planning, Start-ups, Leadership, Business Strategy, Management, Due Diligence, Project Planning, Finance, Business Process..., Portfolio Management, Business Transformation, Management Consulting, Mergers & Acquisitions, Competitive Analysis, Business Process
Education
Lancaster University 2009 — 2010
MBA, Strategy, Finance, Change Management
Florida International University 2002 — 2004
Bachelor of Business Administration, Finance and International Business
Gargi College, University of Delhi 1998 — 2001
Bachelor of Commerce (Honors), Accounting and Economics
Allison Bendeck's Merrill Lynch Experience May 2006 - March 2008
Job Private Banking Officer at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank March 2008 - Present
Merrill Lynch May 2006 - March 2008
Skills
AML, Alternative Investments, Asset Management, Banking, Equities, Finance, Financial Analysis, Financial Markets, Financial Risk, Financial Services, Fixed Income, Investment Advisory, Investment Banking, Investments, KYC, Loans, Mutual Funds, Portfolio Management, Private Banking, Relationship Management, Risk Management, Securities, Series 7, Strategic Financial..., Wealth Management, Wealth Management..., Capital Markets, Commercial Banking, Credit, Credit Analysis, Credit Risk, Hedge Funds, Mortgage Lending, Real Estate, Retail Banking
Education
Florida International University 2002 — 2006
BA, Marketing
FIBA Florida International University
Certified Associate Anti-Money Laundering CA/AML
HSBC Private Bank March 2008 - Present
Merrill Lynch May 2006 - March 2008
Skills
AML, Alternative Investments, Asset Management, Banking, Equities, Finance, Financial Analysis, Financial Markets, Financial Risk, Financial Services, Fixed Income, Investment Advisory, Investment Banking, Investments, KYC, Loans, Mutual Funds, Portfolio Management, Private Banking, Relationship Management, Risk Management, Securities, Series 7, Strategic Financial..., Wealth Management, Wealth Management..., Capital Markets, Commercial Banking, Credit, Credit Analysis, Credit Risk, Hedge Funds, Mortgage Lending, Real Estate, Retail Banking
Education
Florida International University 2002 — 2006
BA, Marketing
FIBA Florida International University
Certified Associate Anti-Money Laundering CA/AML
Jeffrey Elliot's Merrill Lynch Experience 2003 - 2004
Job President at Culinary Relations
Industry Consumer Goods
Experience
Culinary Relations November 2012 - Present
ZWILLING GROUP February 2007 - October 2012
Share Our Strength November 2004 - February 2007
Merrill Lynch 2003 - 2004
Le Cirque Inc. 1993 - 1994
Skills
Fundraising, Media Relations, Public Relations, Advertising, Sponsorship, Product Development, Volunteer Management, Product Placement, Event Management, Promotions, Social Media, Marketing Strategy, Social Networking, Marketing Communications, Brand Development, Press Releases, Brand Management, Culinary Skills, Retail, Event Planning, Food, Magazines, Creative Direction, Publishing, Blogging, Editing, Cooking, Restaurants, Social Media Marketing, Television, Food & Beverage, Market Planning, Digital Marketing, Wine, Management, Training, Trade Shows, CRM, Business Development, Publicity, Online Marketing, Facebook, Integrated Marketing, Brand Awareness, Email Marketing, Newsletters, Corporate Communications, Strategic Communications, Copywriting, Content Strategy
Education
The George Washington University - School of Business 2001 — 2003
MBA, Marketing
Florida International University
BS, Management
Culinary Institute of America 1991 — 1992
AS, Culinary Arts
University of Florida 1987 — 1990
Miami Sunset Sr. High 1985 — 1987
Culinary Relations November 2012 - Present
ZWILLING GROUP February 2007 - October 2012
Share Our Strength November 2004 - February 2007
Merrill Lynch 2003 - 2004
Le Cirque Inc. 1993 - 1994
Skills
Fundraising, Media Relations, Public Relations, Advertising, Sponsorship, Product Development, Volunteer Management, Product Placement, Event Management, Promotions, Social Media, Marketing Strategy, Social Networking, Marketing Communications, Brand Development, Press Releases, Brand Management, Culinary Skills, Retail, Event Planning, Food, Magazines, Creative Direction, Publishing, Blogging, Editing, Cooking, Restaurants, Social Media Marketing, Television, Food & Beverage, Market Planning, Digital Marketing, Wine, Management, Training, Trade Shows, CRM, Business Development, Publicity, Online Marketing, Facebook, Integrated Marketing, Brand Awareness, Email Marketing, Newsletters, Corporate Communications, Strategic Communications, Copywriting, Content Strategy
Education
The George Washington University - School of Business 2001 — 2003
MBA, Marketing
Florida International University
BS, Management
Culinary Institute of America 1991 — 1992
AS, Culinary Arts
University of Florida 1987 — 1990
Miami Sunset Sr. High 1985 — 1987
Jaime Castelblanco Jaime Castelblanco's Merrill Lynch Experience August 2007 - July 2012
Job Senior Wealth Strategist
Industry Financial Services
Experience
UBS Wealth Management May 2014 - Present
Citi August 2012 - May 2014
Morgan Stanley Wealth Management July 2011 - August 2012
Merrill Lynch August 2007 - July 2012
Skills
Wealth Management, Investments, Private Banking, Asset Allocation, Equities, Fixed Income, Capital Markets, Portfolio Performance..., High Net Worth..., Series 7, Series 63, Series 65, Investment Management, Bloomberg, Zephyr Style Advisor, Mutual Funds, Relationship Management, Structured Products
Education
Florida International University 2002 — 2007
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Universidad del Norte 1998 — 2000
Industrial Engineering
UBS Wealth Management May 2014 - Present
Citi August 2012 - May 2014
Morgan Stanley Wealth Management July 2011 - August 2012
Merrill Lynch August 2007 - July 2012
Skills
Wealth Management, Investments, Private Banking, Asset Allocation, Equities, Fixed Income, Capital Markets, Portfolio Performance..., High Net Worth..., Series 7, Series 63, Series 65, Investment Management, Bloomberg, Zephyr Style Advisor, Mutual Funds, Relationship Management, Structured Products
Education
Florida International University 2002 — 2007
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Universidad del Norte 1998 — 2000
Industrial Engineering
Carl Craig's Merrill Lynch Experience 1998 - 2002
Job Independent Arts and Crafts Professional
Industry Arts and Crafts
Experience
Fine Arts by Carl June 2007 - Present
Office of the Prime Minister of Haiti 2004 - 2006
Merrill Lynch 1998 - 2002
Prudential Securities 1994 - 1998
Dean Witter Reynolds February 1985 - March 1994
Skills
Arts..., Strategic & Business..., International Business, Business Planning, Management Consulting, Business Strategy, New Business Development, Strategy Development, Arts, Strategic Planning, Marketing, Fine Art, Marketing Strategy, Photography, Financial Analysis, Painting, Social Media, Visual Arts, Television, Art History, Contemporary Art, Nonprofits, Oil Painting, Drawing, Curating, Galleries, Arts Administration, Art, Craft, Customer Service
Education
Florida International University 1979 — 1981
B.S., International Business & Finance
U.S.A.F. School of Aerospace Sciences 1974 — 1975
Air Traffic Controller
Fine Arts by Carl June 2007 - Present
Office of the Prime Minister of Haiti 2004 - 2006
Merrill Lynch 1998 - 2002
Prudential Securities 1994 - 1998
Dean Witter Reynolds February 1985 - March 1994
Skills
Arts..., Strategic & Business..., International Business, Business Planning, Management Consulting, Business Strategy, New Business Development, Strategy Development, Arts, Strategic Planning, Marketing, Fine Art, Marketing Strategy, Photography, Financial Analysis, Painting, Social Media, Visual Arts, Television, Art History, Contemporary Art, Nonprofits, Oil Painting, Drawing, Curating, Galleries, Arts Administration, Art, Craft, Customer Service
Education
Florida International University 1979 — 1981
B.S., International Business & Finance
U.S.A.F. School of Aerospace Sciences 1974 — 1975
Air Traffic Controller
Fernando Cano Fernando Cano's Merrill Lynch Experience April 2000 - Present
Job Vice President, High Net Worth Banker Merrill Lynch Global Wealth Management
Industry Banking
Experience
Merrill Lynch April 2000 - Present
Tech Data January 1999 - April 2000
Skills
Budgets, Strategic Planning, Negotiation, Wealth Management, Banking, Private Banking, New Business Development, Credit Structuring, Product and Sales..., Asset and Liability..., Credit Risk, Sales, Cash Management, Credit, Investments, Wealth Management..., Financial Services, Due Diligence, Management, Fixed Income, Series 7, Finance, Capital Markets, Equities, Investment Banking, Money Management, Securities, Portfolio Management, Mutual Funds, Hedge Funds, Structured Products, Alternative Investments, Derivatives, Investment Advisory, Bonds, Bloomberg, Financial Advisory, Asset Allocation, Financial Structuring, ETFs, Structured Finance, Asset Management, FINRA, Financial Markets, Investment Management, Emerging Markets
Education
Florida International University 1994 — 1998
Bachelor of Arts (B.A.), Finance and International Business
Merrill Lynch April 2000 - Present
Tech Data January 1999 - April 2000
Skills
Budgets, Strategic Planning, Negotiation, Wealth Management, Banking, Private Banking, New Business Development, Credit Structuring, Product and Sales..., Asset and Liability..., Credit Risk, Sales, Cash Management, Credit, Investments, Wealth Management..., Financial Services, Due Diligence, Management, Fixed Income, Series 7, Finance, Capital Markets, Equities, Investment Banking, Money Management, Securities, Portfolio Management, Mutual Funds, Hedge Funds, Structured Products, Alternative Investments, Derivatives, Investment Advisory, Bonds, Bloomberg, Financial Advisory, Asset Allocation, Financial Structuring, ETFs, Structured Finance, Asset Management, FINRA, Financial Markets, Investment Management, Emerging Markets
Education
Florida International University 1994 — 1998
Bachelor of Arts (B.A.), Finance and International Business
Stella Matevosyan Stella Matevosyan's Merrill Lynch Experience August 2007 - December 2007
Job Staff Auditor
Industry Accounting
Experience
Grau & Associates, LLC November 2013 - Present
Bank of America August 2012 - November 2013
Bank of America November 2010 - August 2012
Bank of America August 2008 - November 2010
NewsBank January 2008 - August 2008
Merrill Lynch August 2007 - December 2007
Skills
Accounting Principles, Peachtree, Excels, PowerPoint, Outlook, Microsoft Applications
Education
Florida Atlantic University 2012 — 2014
Master's degree, Accounting
Florida Gulf Coast University 2003 — 2008
Bachelor's degree, Finance
Grau & Associates, LLC November 2013 - Present
Bank of America August 2012 - November 2013
Bank of America November 2010 - August 2012
Bank of America August 2008 - November 2010
NewsBank January 2008 - August 2008
Merrill Lynch August 2007 - December 2007
Skills
Accounting Principles, Peachtree, Excels, PowerPoint, Outlook, Microsoft Applications
Education
Florida Atlantic University 2012 — 2014
Master's degree, Accounting
Florida Gulf Coast University 2003 — 2008
Bachelor's degree, Finance
Fannie Castellanos Fannie Castellanos's Merrill Lynch Experience 1998 - 2008
Job Accountant
Industry Financial Services
Experience
Florida International University September 2008 - Present
Merrill Lynch 1998 - 2008
Skills
Program Management, Investments, Microsoft Office, Microsoft Excel, Nonprofits, Microsoft Word, Customer Service, Research, Higher Education, Social Networking, Budgets
Education
Florida International University
Florida International University September 2008 - Present
Merrill Lynch 1998 - 2008
Skills
Program Management, Investments, Microsoft Office, Microsoft Excel, Nonprofits, Microsoft Word, Customer Service, Research, Higher Education, Social Networking, Budgets
Education
Florida International University
Alla Zakharova, MBA Alla Zakharova, MBA's Merrill Lynch Experience September 2007 - January 2009
Job Tax Services at EY
Industry Accounting
Experience
EY October 2013 - Present
Great-West Financial November 2009 - October 2013
Merrill Lynch September 2007 - January 2009
Skills
Retirement Planning, Business Planning, Retirement, Strategic Financial..., Mutual Funds, Investments, Employee Benefits, Finance, Accounting, Securities, Tax, Investment Strategies, Financial Analysis, 401k, Financial Planning, Asset Allocation, Financial Services
Education
Florida Gulf Coast University 2010 — 2011
MBA
Florida State University - College of Business 2005 — 2006
B.S., Business Administration, Accounting
Voronezh State University 2000 — 2001
Economics
EY October 2013 - Present
Great-West Financial November 2009 - October 2013
Merrill Lynch September 2007 - January 2009
Skills
Retirement Planning, Business Planning, Retirement, Strategic Financial..., Mutual Funds, Investments, Employee Benefits, Finance, Accounting, Securities, Tax, Investment Strategies, Financial Analysis, 401k, Financial Planning, Asset Allocation, Financial Services
Education
Florida Gulf Coast University 2010 — 2011
MBA
Florida State University - College of Business 2005 — 2006
B.S., Business Administration, Accounting
Voronezh State University 2000 — 2001
Economics
Kirti Vora, CFP® Kirti Vora, CFP®'s Merrill Lynch Experience August 2010 - January 2012
Job Financial Advisor at J P Morgan Securities
Industry Financial Services
Experience
J P Morgan Securities January 2012 - Present
Kosme Enterprises Inc. 2009 - Present
Merrill Lynch August 2010 - January 2012
Intelty, Inc. 2009 - 2010
SolidSource Corp 1999 - 2008
Raytheon 1977 - 2006
Skills
Investments, Small Business, Mergers, Retirement, Start-ups, Mortgage Lending, Finance, Management, Mergers & Acquisitions, Retirement Planning, Risk Management, Insurance, Estate Planning, Financial Analysis, Asset Management, Portfolio Management, Banking, Series 7, Wealth Management, Financial Modeling, Credit, Executive Management, Fixed Annuities, Wealth, Managerial Finance, 401k, Business Planning, Strategy, SDLC, Wealth Management..., Analysis, Tax, Strategic Financial..., Process Improvement, Business Process..., Financial Reporting, Business Strategy, Financial Services, Cross-functional Team..., Change Management, Program Management, Financial Planning
Education
UCLA 1989 — 1990
Executive MBA, Business Management
Florida Institute of Technology 1969 — 1971
MSEE, Solid State Electronics
J P Morgan Securities January 2012 - Present
Kosme Enterprises Inc. 2009 - Present
Merrill Lynch August 2010 - January 2012
Intelty, Inc. 2009 - 2010
SolidSource Corp 1999 - 2008
Raytheon 1977 - 2006
Skills
Investments, Small Business, Mergers, Retirement, Start-ups, Mortgage Lending, Finance, Management, Mergers & Acquisitions, Retirement Planning, Risk Management, Insurance, Estate Planning, Financial Analysis, Asset Management, Portfolio Management, Banking, Series 7, Wealth Management, Financial Modeling, Credit, Executive Management, Fixed Annuities, Wealth, Managerial Finance, 401k, Business Planning, Strategy, SDLC, Wealth Management..., Analysis, Tax, Strategic Financial..., Process Improvement, Business Process..., Financial Reporting, Business Strategy, Financial Services, Cross-functional Team..., Change Management, Program Management, Financial Planning
Education
UCLA 1989 — 1990
Executive MBA, Business Management
Florida Institute of Technology 1969 — 1971
MSEE, Solid State Electronics
Scott Youngberg Scott Youngberg's Merrill Lynch Experience January 1985 - February 2002
Job Senior Vice President at Capital Guardian Wealth Management
Industry Financial Services
Experience
Capital Guardian Wealth Management June 2009 - Present
Morgan Stanley Smith Barney February 2002 - June 2009
Merrill Lynch January 1985 - February 2002
Skills
Retirement Planning, Investments, Wealth Management, Financial Planning, Portfolio Management, Estate Planning
Education
Florida Atlantic University 1976 — 1979
MBA, Business Administration
Florida State University 1969 — 1972
BS, Marketing
Capital Guardian Wealth Management June 2009 - Present
Morgan Stanley Smith Barney February 2002 - June 2009
Merrill Lynch January 1985 - February 2002
Skills
Retirement Planning, Investments, Wealth Management, Financial Planning, Portfolio Management, Estate Planning
Education
Florida Atlantic University 1976 — 1979
MBA, Business Administration
Florida State University 1969 — 1972
BS, Marketing
Hilda Batlle Hilda Batlle's Merrill Lynch Experience September 1999 - September 2001
Job Managing Director
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc. May 2014 - Present
Aon January 2012 - May 2014
Aon October 2010 - January 2012
Florida International University September 2001 - December 2002
Merrill Lynch September 1999 - September 2001
Skills
Insurance, Strategic Planning, Underwriting, Financial Modeling, Financial Risk, Risk Management, Professional Liability, Financial Analysis, Reinsurance, D&O, Portfolio Management, Corporate Finance, Property & Casualty..., Employment Practices..., Investments, Mergers & Acquisitions, Brokers, Liability, Management, Commercial Insurance, Financial Services, Due Diligence
Education
Florida International University 1998 — 2002
MA & BA, Economics
Scuola Lorenzo de'Medici 2000 — 2000
Italian
Alliance Francaise Paris 1995 — 1995
French
Colegio Babeque
Marsh & McLennan Companies, Inc. May 2014 - Present
Aon January 2012 - May 2014
Aon October 2010 - January 2012
Florida International University September 2001 - December 2002
Merrill Lynch September 1999 - September 2001
Skills
Insurance, Strategic Planning, Underwriting, Financial Modeling, Financial Risk, Risk Management, Professional Liability, Financial Analysis, Reinsurance, D&O, Portfolio Management, Corporate Finance, Property & Casualty..., Employment Practices..., Investments, Mergers & Acquisitions, Brokers, Liability, Management, Commercial Insurance, Financial Services, Due Diligence
Education
Florida International University 1998 — 2002
MA & BA, Economics
Scuola Lorenzo de'Medici 2000 — 2000
Italian
Alliance Francaise Paris 1995 — 1995
French
Colegio Babeque
Eladio Santiago Eladio Santiago's Merrill Lynch Experience March 1998 - October 2008
Job UBS Financial Services Inc. Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services Inc. November 2012 - Present
Morgan Stanley Wealth Management October 2008 - November 2012
Merrill Lynch March 1998 - October 2008
Skills
Investments, Wealth Management
Education
University of Maryland College Park 1984 — 1990
BM MM
Florida International University 1982 — 1984
UBS Financial Services Inc. November 2012 - Present
Morgan Stanley Wealth Management October 2008 - November 2012
Merrill Lynch March 1998 - October 2008
Skills
Investments, Wealth Management
Education
University of Maryland College Park 1984 — 1990
BM MM
Florida International University 1982 — 1984
Nick McClanahan Nick McClanahan's Merrill Lynch Experience March 1971 - April 2006
Job Accretive Advisor
Industry Financial Services
Experience
Accretive Advisor 2010 - December 2012
Merrill Lynch March 1971 - April 2006
CIBC Wood Gundy January 2001 - December 2001
Merrill Lynch Canada July 1999 - December 2001
Education
Florida Atlantic University 1969 — 1971
BBA, Finance
University of Florida 1962 — 1966
Engineering
Accretive Advisor 2010 - December 2012
Merrill Lynch March 1971 - April 2006
CIBC Wood Gundy January 2001 - December 2001
Merrill Lynch Canada July 1999 - December 2001
Education
Florida Atlantic University 1969 — 1971
BBA, Finance
University of Florida 1962 — 1966
Engineering
John Lipari John Lipari's Merrill Lynch Experience October 1983 - January 1992
Job Branch Manager at Lipari Ribek Group
Industry Financial Services
Experience
Raymond James Financial, Inc. February 2015 - Present
Morgan Stanley January 2002 - February 2015
First Manhattan Co. January 1992 - January 2002
Merrill Lynch October 1983 - January 1992
Skills
Financial Planning, Financial Services, Investments, Series 7, Series 63, Series 65, Portfolio Management, Financial Risk...
Education
Florida International University
Bachelor's degree
Raymond James Financial, Inc. February 2015 - Present
Morgan Stanley January 2002 - February 2015
First Manhattan Co. January 1992 - January 2002
Merrill Lynch October 1983 - January 1992
Skills
Financial Planning, Financial Services, Investments, Series 7, Series 63, Series 65, Portfolio Management, Financial Risk...
Education
Florida International University
Bachelor's degree
Reinaldo Valdes Reinaldo Valdes's Merrill Lynch Experience August 2011 - December 2011
Job Client Partner at Gartner
Industry Information Technology and Services
Experience
Gartner September 2015 - Present
Bank of America October 2013 - September 2015
Northwestern Mutual January 2012 - September 2013
Recfitters August 2012 - March 2013
Merrill Lynch August 2011 - December 2011
Skills
Series 6, Life Insurance, Retirement Planning, Mutual Funds, Disability Insurance, Long Term Care Insurance, Sales, Sales Management, Communication, Long-term Customer..., Social Media Marketing, Marketing, Management, Team Leadership, Teamwork, Group Insurance, Baseball, Coaching, Training, Strength Training, Customer Service, Leadership, Marketing Strategy, Microsoft Office, Social Networking, Strategic Planning, Public Speaking
Education
Florida Gulf Coast University 2010 — 2012
Management/ Marketing, Business Administration and Management, General, Bachelors
Florida Institute of Technology 2007 — 2009
Business Administration and Management, General
Gartner September 2015 - Present
Bank of America October 2013 - September 2015
Northwestern Mutual January 2012 - September 2013
Recfitters August 2012 - March 2013
Merrill Lynch August 2011 - December 2011
Skills
Series 6, Life Insurance, Retirement Planning, Mutual Funds, Disability Insurance, Long Term Care Insurance, Sales, Sales Management, Communication, Long-term Customer..., Social Media Marketing, Marketing, Management, Team Leadership, Teamwork, Group Insurance, Baseball, Coaching, Training, Strength Training, Customer Service, Leadership, Marketing Strategy, Microsoft Office, Social Networking, Strategic Planning, Public Speaking
Education
Florida Gulf Coast University 2010 — 2012
Management/ Marketing, Business Administration and Management, General, Bachelors
Florida Institute of Technology 2007 — 2009
Business Administration and Management, General
Heidi Permuy Rivas's Merrill Lynch Experience June 2015 - Present
Job House Accounts
Industry Investment Management
Experience
MERRILL LYNCH June 2015 - Present
SAFE PREP INTERNATIONAL March 2014 - February 2015
WALTON & POST INC. February 2013 - September 2014
Skills
Proficient in the use..., Fast-learner and able..., Bilingual in English..., Excellent teamwork..., Accounts Receivable, Bank Reconciliation, Accounting, Budgets, Payroll, Accounts Payable, Account Reconciliation
Education
Florida International University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, International Business
Miami Dade College 2010 — 2011
Associate of Arts (AA), Accounting
MERRILL LYNCH June 2015 - Present
SAFE PREP INTERNATIONAL March 2014 - February 2015
WALTON & POST INC. February 2013 - September 2014
Skills
Proficient in the use..., Fast-learner and able..., Bilingual in English..., Excellent teamwork..., Accounts Receivable, Bank Reconciliation, Accounting, Budgets, Payroll, Accounts Payable, Account Reconciliation
Education
Florida International University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, International Business
Miami Dade College 2010 — 2011
Associate of Arts (AA), Accounting
Fay Ramlawi Benton's Merrill Lynch Experience 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2014 - Present
Ramlawi Family Real Estate Trust 2008 - January 2014
Charles Schwab 2007 - 2008
Fidelity Investments 2004 - 2007
Fidelity Investments 2003 - 2004
Fidelity Investments 2002 - 2003
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Strategic Planning, Business Strategy, Business Development, Process Improvement, P&L Analysis, P&L Management, Contract Negotiation, Project Management, Portfolio Management, Asset Management, Securities, Retirement Planning, Investments, Fixed Income, Customer Service
Education
University of Miami - School of Business
MBA, International Business
Florida International University
Bachelor of Arts (B.A.), English Language and Literature/Letters
Merrill Lynch 2014 - Present
Ramlawi Family Real Estate Trust 2008 - January 2014
Charles Schwab 2007 - 2008
Fidelity Investments 2004 - 2007
Fidelity Investments 2003 - 2004
Fidelity Investments 2002 - 2003
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Strategic Planning, Business Strategy, Business Development, Process Improvement, P&L Analysis, P&L Management, Contract Negotiation, Project Management, Portfolio Management, Asset Management, Securities, Retirement Planning, Investments, Fixed Income, Customer Service
Education
University of Miami - School of Business
MBA, International Business
Florida International University
Bachelor of Arts (B.A.), English Language and Literature/Letters
Jarred Rodriguez Jarred Rodriguez's Merrill Lynch Experience August 2008 - May 2009
Job Assistant Manager of Retail Innovation at Nestlé Purina MBA Candidate at Washington University in St. Louis
Industry Retail
Experience
Nestlé Purina North America July 2014 - Present
Thomasville Home Furnishings May 2013 - July 2014
J.Crew November 2007 - April 2013
Merrill Lynch August 2008 - May 2009
Skills
Merchandising, Retail, Customer Service, Merchandise Planning, Microsoft Office, Team Building, Business Analysis, Analytics, Leadership, Team Management, Loss Prevention, Job Scheduling, innovation
Education
Washington University in St. Louis 2015 — 2018
Master of Business Administration (MBA)
Florida Gulf Coast University 2005 — 2009
Bachelors of Science, Business Finance
Nestlé Purina North America July 2014 - Present
Thomasville Home Furnishings May 2013 - July 2014
J.Crew November 2007 - April 2013
Merrill Lynch August 2008 - May 2009
Skills
Merchandising, Retail, Customer Service, Merchandise Planning, Microsoft Office, Team Building, Business Analysis, Analytics, Leadership, Team Management, Loss Prevention, Job Scheduling, innovation
Education
Washington University in St. Louis 2015 — 2018
Master of Business Administration (MBA)
Florida Gulf Coast University 2005 — 2009
Bachelors of Science, Business Finance
Tarek Turjuman, PA Tarek Turjuman, PA's Merrill Lynch Experience June 2008 - August 2008
Job Sales and Acquisitions Director at Nuhouse Investments, Inc.
Industry Real Estate
Experience
Benchmark Realty Group November 2014 - Present
Nuhouse Investments, Inc. December 2013 - Present
Merca Real Estate Services August 2010 - April 2014
USA Lending and Realty June 2009 - January 2011
Newlink Communications August 2008 - December 2008
American Marketing Association FIU January 2007 - December 2008
Merrill Lynch June 2008 - August 2008
Skills
Public Relations, Social Media Marketing, Marketing, Marketing Strategy, Advertising, Sellers, Project Planning, Real Estate, Sales, New Business Development, Contract Negotiation, Selling, Marketing Communications, Management, Negotiation, Strategic Planning, Spanish, Market Analysis, Business Planning, Business Development, Online Marketing, Entrepreneurship, International Real...
Education
Florida International University 2012 — 2013
Master of Science (M.S.), Real Estate
Florida International University - College of Business Administration 2004 — 2008
Bachelor of Business Administration, Marketing and International Business
Miami Dade College 2004 — 2006
Associate in Arts, Business Administration
Benchmark Realty Group November 2014 - Present
Nuhouse Investments, Inc. December 2013 - Present
Merca Real Estate Services August 2010 - April 2014
USA Lending and Realty June 2009 - January 2011
Newlink Communications August 2008 - December 2008
American Marketing Association FIU January 2007 - December 2008
Merrill Lynch June 2008 - August 2008
Skills
Public Relations, Social Media Marketing, Marketing, Marketing Strategy, Advertising, Sellers, Project Planning, Real Estate, Sales, New Business Development, Contract Negotiation, Selling, Marketing Communications, Management, Negotiation, Strategic Planning, Spanish, Market Analysis, Business Planning, Business Development, Online Marketing, Entrepreneurship, International Real...
Education
Florida International University 2012 — 2013
Master of Science (M.S.), Real Estate
Florida International University - College of Business Administration 2004 — 2008
Bachelor of Business Administration, Marketing and International Business
Miami Dade College 2004 — 2006
Associate in Arts, Business Administration
Andres Javier Leon's Merrill Lynch Experience September 2015 - Present
Job Team Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2015 - Present
Chase March 2011 - September 2015
CBS Corporation May 2013 - May 2014
Lincoln Financial Media/ 790 The Ticket (Sports Radio Miami) November 2011 - January 2013
Florida International University January 2010 - August 2012
Skills
Blogging, News Writing, Facebook, Journalism, Copy Editing, Social Media, Editing, AP Style, Feature Articles, Press Releases, Creative Writing, Social Networking, Media Relations, Final Cut Pro, Proofreading, Spanish, Sports, Advertising, Marketing, Video Editing, Broadcast, Television, Radio, Public Relations, Storytelling, Newspapers, Avid, Interviews, Social Media Marketing, Digital Media, Copywriting, WordPress, Video Production, New Media, Broadcast Journalism, Video, Publicity
Education
University of Miami 2012 — 2014
Bachelor's degree in Broadcast Communications, Broadcast Journalism & Sports Administration. (Sports Marketing), 3.0
Florida International University 2009 — 2012
Bachelor's degree in Broadcast Communications, Broadcast Journalism & Marketing
Belen Jesuit Preparatory School 2003 — 2009
High School Diploma, Communication and Media Studies
Merrill Lynch September 2015 - Present
Chase March 2011 - September 2015
CBS Corporation May 2013 - May 2014
Lincoln Financial Media/ 790 The Ticket (Sports Radio Miami) November 2011 - January 2013
Florida International University January 2010 - August 2012
Skills
Blogging, News Writing, Facebook, Journalism, Copy Editing, Social Media, Editing, AP Style, Feature Articles, Press Releases, Creative Writing, Social Networking, Media Relations, Final Cut Pro, Proofreading, Spanish, Sports, Advertising, Marketing, Video Editing, Broadcast, Television, Radio, Public Relations, Storytelling, Newspapers, Avid, Interviews, Social Media Marketing, Digital Media, Copywriting, WordPress, Video Production, New Media, Broadcast Journalism, Video, Publicity
Education
University of Miami 2012 — 2014
Bachelor's degree in Broadcast Communications, Broadcast Journalism & Sports Administration. (Sports Marketing), 3.0
Florida International University 2009 — 2012
Bachelor's degree in Broadcast Communications, Broadcast Journalism & Marketing
Belen Jesuit Preparatory School 2003 — 2009
High School Diploma, Communication and Media Studies
Ryan Kamnik's Merrill Lynch Experience January 2011 - May 2011
Job Business Development Manager
Industry Financial Services
Experience
Ford Motor Credit Company July 2012 - Present
General Electric June 2011 - June 2012
Merrill Lynch January 2011 - May 2011
Skills
Microsoft Office, Oracle Financials, PeopleSoft, Data Analysis, Finance, Financial Accounting, Financial Analysis, Investments, Account Management, Portfolio Management, Managerial Finance, Financial Modeling, Oracle E-Business Suite, Access, Economics, Microsoft Word, Leadership, Leadership Development, Sales, Customer Service
Education
Florida Gulf Coast University 2008 — 2012
BS, Finance
Ford Motor Credit Company July 2012 - Present
General Electric June 2011 - June 2012
Merrill Lynch January 2011 - May 2011
Skills
Microsoft Office, Oracle Financials, PeopleSoft, Data Analysis, Finance, Financial Accounting, Financial Analysis, Investments, Account Management, Portfolio Management, Managerial Finance, Financial Modeling, Oracle E-Business Suite, Access, Economics, Microsoft Word, Leadership, Leadership Development, Sales, Customer Service
Education
Florida Gulf Coast University 2008 — 2012
BS, Finance
Michelle Klinges's Merrill Lynch Experience July 2000 - February 2004
Job Florida Department of Revenue
Industry Government Administration
Experience
Florida Department of Revenue December 2005 - Present
Children's Behavioral Health Services, Inc. February 2004 - December 2005
Merrill Lynch July 2000 - February 2004
Skills
Human Capital Management, Data Analysis, Project Management, Human Resources, Recruiting, Organizational..., Writing, Microsoft Excel, Spreadsheets, Microsoft Word, Visio, Outlook, PowerPoint, Document Management, Copy Editing
Education
Florida Atlantic University 2008 — 2011
Bachelor
Bishop Hoban H.S.
Florida Department of Revenue December 2005 - Present
Children's Behavioral Health Services, Inc. February 2004 - December 2005
Merrill Lynch July 2000 - February 2004
Skills
Human Capital Management, Data Analysis, Project Management, Human Resources, Recruiting, Organizational..., Writing, Microsoft Excel, Spreadsheets, Microsoft Word, Visio, Outlook, PowerPoint, Document Management, Copy Editing
Education
Florida Atlantic University 2008 — 2011
Bachelor
Bishop Hoban H.S.
Jon Crevasse's Merrill Lynch Experience September 2015 - Present
Job Business Operations at the Perth Heat Baseball Team
Industry Sports
Experience
Merrill Lynch September 2015 - Present
Major League Baseball March 2013 - October 2013
Radio Tag February 2012 - December 2012
Skills
Sports Marketing, Sports Management, Sponsorship, Sports, Facebook, Social Media, Social Media Marketing, Advertising, Online Advertising, Marketing Strategy, Entertainment, Ticket Sales, Sponsorship Sales, Marketing Research, Event Management, Broadcast, Entrepreneurship, Marketing, Radio, Strategic Partnerships
Education
Saint John's University 2010 — 2012
Bachelor of Science (B.S.), Sport Management
Florida Gulf Coast University
Merrill Lynch September 2015 - Present
Major League Baseball March 2013 - October 2013
Radio Tag February 2012 - December 2012
Skills
Sports Marketing, Sports Management, Sponsorship, Sports, Facebook, Social Media, Social Media Marketing, Advertising, Online Advertising, Marketing Strategy, Entertainment, Ticket Sales, Sponsorship Sales, Marketing Research, Event Management, Broadcast, Entrepreneurship, Marketing, Radio, Strategic Partnerships
Education
Saint John's University 2010 — 2012
Bachelor of Science (B.S.), Sport Management
Florida Gulf Coast University
Alejandro Triana's Merrill Lynch Experience 2012 - 2013
Job Private Client Advisor at Citi
Industry Financial Services
Experience
Citi July 2015 - Present
Citi June 2013 - Present
Merrill Lynch 2012 - 2013
Merrill Lynch 2007 - 2012
Bank of America 2005 - 2007
Skills
Series 7, Series 66, Banking, Financial Analysis, Wealth Management, Financial Modeling, Risk Management, Credit, Asset Allocation, Bloomberg, Fixed Income, Portfolio Management, Investments, Strategic Financial..., Asset Management, Equities
Education
University of Florida, Hough Graduate School of Business 2011 — 2012
Master of Business Administration, 2012
Florida International University 2002 — 2006
Bachelor of Science, International Business Administration
Citi July 2015 - Present
Citi June 2013 - Present
Merrill Lynch 2012 - 2013
Merrill Lynch 2007 - 2012
Bank of America 2005 - 2007
Skills
Series 7, Series 66, Banking, Financial Analysis, Wealth Management, Financial Modeling, Risk Management, Credit, Asset Allocation, Bloomberg, Fixed Income, Portfolio Management, Investments, Strategic Financial..., Asset Management, Equities
Education
University of Florida, Hough Graduate School of Business 2011 — 2012
Master of Business Administration, 2012
Florida International University 2002 — 2006
Bachelor of Science, International Business Administration
Albert Abdo's Merrill Lynch Experience July 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Wells Fargo September 2013 - July 2014
Skills
Public Policy, Market Research, Qualitative Research, Marketing Research, Human Resources, Banking, Retail Banking, Credit Analysis, Credit Management, Financial Services, Financial Statements, Financial Reporting, Personal Finance, Finance, Strategic Financial...
Education
Florida Gulf Coast University 2011 — 2013
Bachelor of Arts (B.A.), Political Science
Merrill Lynch July 2014 - Present
Wells Fargo September 2013 - July 2014
Skills
Public Policy, Market Research, Qualitative Research, Marketing Research, Human Resources, Banking, Retail Banking, Credit Analysis, Credit Management, Financial Services, Financial Statements, Financial Reporting, Personal Finance, Finance, Strategic Financial...
Education
Florida Gulf Coast University 2011 — 2013
Bachelor of Arts (B.A.), Political Science
Britney Lamb's Merrill Lynch Experience January 2012 - April 2012
Job Employee Benefits Advisor at Brown & Brown Insurance
Industry Insurance
Experience
Brown & Brown Insurance May 2012 - Present
Noble House Hotels & Resorts April 2009 - May 2012
Merrill Lynch January 2012 - April 2012
Redbrick Pizza August 2006 - April 2009
Skills
Employee Benefits, Hospitality, Customer Service, Social Networking, Health Insurance, Hospitality Industry, Dental Insurance, Licensed Life & Health..., Banquets, Health Savings Accounts, Online Enrollment, Health Care Reform, Affordable Care Act, Disability Insurance, Life Insurance, Leadership, Management, Marketing, Benefits Administration, 401k, COBRA, Insurance, Sales, Strategic Planning, Microsoft Office, Team Building
Education
Florida Gulf Coast University 2008 — 2012
Bachelor of Science (B.S.), Finance
University of Central Florida 2008 — 2011
Finance, General
Barron Collier High School 2005 — 2008
Brown & Brown Insurance May 2012 - Present
Noble House Hotels & Resorts April 2009 - May 2012
Merrill Lynch January 2012 - April 2012
Redbrick Pizza August 2006 - April 2009
Skills
Employee Benefits, Hospitality, Customer Service, Social Networking, Health Insurance, Hospitality Industry, Dental Insurance, Licensed Life & Health..., Banquets, Health Savings Accounts, Online Enrollment, Health Care Reform, Affordable Care Act, Disability Insurance, Life Insurance, Leadership, Management, Marketing, Benefits Administration, 401k, COBRA, Insurance, Sales, Strategic Planning, Microsoft Office, Team Building
Education
Florida Gulf Coast University 2008 — 2012
Bachelor of Science (B.S.), Finance
University of Central Florida 2008 — 2011
Finance, General
Barron Collier High School 2005 — 2008
Helen Mejia Helen Mejia's Merrill Lynch Experience January 2007 - December 2007
Job Supervisory Contract Specialist/Branch Chief
Industry Government Administration
Experience
U.S. Department of Veteran Affairs July 2015 - Present
Defense Contract Management Agency June 2012 - July 2015
Defense Contract Management Agency July 2008 - May 2012
Merrill Lynch January 2007 - December 2007
US Treasury June 2007 - August 2007
Skills
Contract Negotiation, Contract Management, FAR, DFARS, Business Process..., Government Contracting, Defense Contracting, Leadership Development, Air Force, DoD, Earned Value Management, Federal Government, Financial Analysis, Government Procurement, Leadership, Logistics, Management, Mergers, Mergers & Acquisitions, Analysis, Army, Budgets, Business Strategy, Cost Benefit, Cross-functional Team..., Defense, Military, Microsoft Office, Negotiation, Operations Management, Policy, Procurement, Process Improvement, Program Management, Project Management, Government, Project Planning, Proposal Writing, Risk Management, Security Clearance, Team Building, Training, Strategic Planning, Supervisory Skills, National Security
Education
Florida Institute of Technology 2009 — 2011
MBA, Masters in Business Administration
WILLIAM PATERSON UNIVERSITY 2003 — 2007
B.S. Business Administration, Finance
U.S. Department of Veteran Affairs July 2015 - Present
Defense Contract Management Agency June 2012 - July 2015
Defense Contract Management Agency July 2008 - May 2012
Merrill Lynch January 2007 - December 2007
US Treasury June 2007 - August 2007
Skills
Contract Negotiation, Contract Management, FAR, DFARS, Business Process..., Government Contracting, Defense Contracting, Leadership Development, Air Force, DoD, Earned Value Management, Federal Government, Financial Analysis, Government Procurement, Leadership, Logistics, Management, Mergers, Mergers & Acquisitions, Analysis, Army, Budgets, Business Strategy, Cost Benefit, Cross-functional Team..., Defense, Military, Microsoft Office, Negotiation, Operations Management, Policy, Procurement, Process Improvement, Program Management, Project Management, Government, Project Planning, Proposal Writing, Risk Management, Security Clearance, Team Building, Training, Strategic Planning, Supervisory Skills, National Security
Education
Florida Institute of Technology 2009 — 2011
MBA, Masters in Business Administration
WILLIAM PATERSON UNIVERSITY 2003 — 2007
B.S. Business Administration, Finance
Carolina Benzadon's Merrill Lynch Experience June 2015 - Present
Job Wealth Management
Industry Investment Management
Experience
Merrill Lynch June 2015 - Present
ATECO January 2013 - June 2015
Skills
Financial Accounting, Business Management, Administration, Microsoft Excel, Databases, Accounting, PowerPoint, English, Microsoft Office, Outlook, Financial Reporting, Payroll, Project Management, Finance, Banking, Windows, Bookkeeping, Leadership, System Administration, Human Resources, Business Planning, Access, Management, Project Planning, Sales
Education
Florida International University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Merrill Lynch June 2015 - Present
ATECO January 2013 - June 2015
Skills
Financial Accounting, Business Management, Administration, Microsoft Excel, Databases, Accounting, PowerPoint, English, Microsoft Office, Outlook, Financial Reporting, Payroll, Project Management, Finance, Banking, Windows, Bookkeeping, Leadership, System Administration, Human Resources, Business Planning, Access, Management, Project Planning, Sales
Education
Florida International University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Jean Jacques Borno, CFP®, CIMA® Jean Jacques Borno, CFP®, CIMA®'s Merrill Lynch Experience January 2002 - December 2005
Job Private Wealth Advisor for Business Owners & Professionals
Industry Investment Management
Experience
PRIVATE WEALTH CFOs LLC May 2010 - Present
LPL Financial January 2008 - May 2010
Morgan Stanley December 2005 - January 2008
Merrill Lynch January 2002 - December 2005
Skills
Private Wealth..., Investment Management, Personal Proactive..., Planning for Large Cash..., Retirement Planning, Retirement Plan..., Executive Stock..., Estate Tax Planning, Certified Financial..., Certified Investment..., Wealth Management, Wealth Management..., Strategic Financial..., Investment Advisory, Investments, Asset Allocation
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (MBA) Candidate
Florida International University
BS December 1993, Business Administration
Wharton Business School and Investment Management Consultants Association
Certified Investment Management Analyst (CIMA®) Jan 2007, Investment Management
The American College 2005 — 2006
Chartered Financial Consultant (ChFC®), Comprehensive Financial Planning
PRIVATE WEALTH CFOs LLC May 2010 - Present
LPL Financial January 2008 - May 2010
Morgan Stanley December 2005 - January 2008
Merrill Lynch January 2002 - December 2005
Skills
Private Wealth..., Investment Management, Personal Proactive..., Planning for Large Cash..., Retirement Planning, Retirement Plan..., Executive Stock..., Estate Tax Planning, Certified Financial..., Certified Investment..., Wealth Management, Wealth Management..., Strategic Financial..., Investment Advisory, Investments, Asset Allocation
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (MBA) Candidate
Florida International University
BS December 1993, Business Administration
Wharton Business School and Investment Management Consultants Association
Certified Investment Management Analyst (CIMA®) Jan 2007, Investment Management
The American College 2005 — 2006
Chartered Financial Consultant (ChFC®), Comprehensive Financial Planning
Rockford Staten's Merrill Lynch Experience January 2006 - January 2007
Job
Industry Accounting
Experience
Fidelity National Financial August 2013 - Present
Lender Processing Services, Inc. (LPS) June 2010 - August 2013
Merrill Lynch January 2006 - January 2007
Skills
Banking, Financial Analysis, Mortgage Lending, Microsoft Excel, Mutual Funds, Accounting, Outlook, Risk Management, Financial Services, Investments, Credit
Education
Florida Atlantic University 2010 — 2011
Master's degree, Accounting
University of North Florida 2000 — 2008
Master of Business Administration (M.B.A.), Financial Planning and Services
Fidelity National Financial August 2013 - Present
Lender Processing Services, Inc. (LPS) June 2010 - August 2013
Merrill Lynch January 2006 - January 2007
Skills
Banking, Financial Analysis, Mortgage Lending, Microsoft Excel, Mutual Funds, Accounting, Outlook, Risk Management, Financial Services, Investments, Credit
Education
Florida Atlantic University 2010 — 2011
Master's degree, Accounting
University of North Florida 2000 — 2008
Master of Business Administration (M.B.A.), Financial Planning and Services
Daniele Rosenfeld Daniele Rosenfeld's Merrill Lynch Experience February 2011 - Present
Job Senior Financial Analyst at Merrill Lynch and Wine Writer at SOMI Magazine
Industry Wine and Spirits
Experience
Merrill Lynch February 2011 - Present
SOMI Magazine July 2010 - Present
RBC Wealth Management March 2009 - February 2011
Southern Wine & Spirits January 2006 - March 2009
Education
Florida International University
MBA
Florida International University
Bachelor's degree, Hospitality Management
Merrill Lynch February 2011 - Present
SOMI Magazine July 2010 - Present
RBC Wealth Management March 2009 - February 2011
Southern Wine & Spirits January 2006 - March 2009
Education
Florida International University
MBA
Florida International University
Bachelor's degree, Hospitality Management
Michelle Venables's Merrill Lynch Experience June 2015 - August 2015
Job Student at Villanova University
Industry Financial Services
Experience
Merrill Lynch June 2015 - August 2015
Cendyn November 2014 - March 2015
Lanter, Leonardo & Levy LLC February 2014 - August 2014
Taramax, Fendi USA June 2013 - August 2013
Skills
Microsoft Word, Creative Solutions..., Social Media, Time Management, Microsoft Excel, QuickBooks, Microsoft Office, Group Work, PowerPoint, Social Networking, Marketing, Study Abroad Programs, Outlook, Photoshop, Financial Accounting, Leadership, Facebook, Spreadsheets, Investment Strategies, Event Planning
Education
Villanova University 2015 — 2017
Master's degree, Business Administration and Management, General
Florida Atlantic University 2011 — 2015
Bachelor's degree, Finance, General
The American University of Rome 2013 — 2013
Study Abroad, Finance, General
Merrill Lynch June 2015 - August 2015
Cendyn November 2014 - March 2015
Lanter, Leonardo & Levy LLC February 2014 - August 2014
Taramax, Fendi USA June 2013 - August 2013
Skills
Microsoft Word, Creative Solutions..., Social Media, Time Management, Microsoft Excel, QuickBooks, Microsoft Office, Group Work, PowerPoint, Social Networking, Marketing, Study Abroad Programs, Outlook, Photoshop, Financial Accounting, Leadership, Facebook, Spreadsheets, Investment Strategies, Event Planning
Education
Villanova University 2015 — 2017
Master's degree, Business Administration and Management, General
Florida Atlantic University 2011 — 2015
Bachelor's degree, Finance, General
The American University of Rome 2013 — 2013
Study Abroad, Finance, General
Dexter Chaveco Dexter Chaveco's Merrill Lynch Experience September 2010 - December 2010
Job Client Support Team Lead at SunGard
Industry Financial Services
Experience
SunGard May 2015 - Present
SunGard November 2013 - Present
Kingsview Financial July 2012 - October 2013
Kingsview Financial July 2011 - June 2012
Merrill Lynch September 2010 - December 2010
Skills
Commodity, Analysis, Portfolio Management, Trading, PowerPoint, CRM, Project Management, Sales, Series 3, Inspection, Visionary, Electronic Trading, FINRA, Equities, Financial Markets, Derivatives, Wealth Management, Series 7, Options Strategies, Finance, Proprietary Trading, Hedging, Trading Strategies
Education
Florida State University 2009 — 2011
Bachelor of Science, Finance
Florida International University 2006 — 2008
Bachelor's degree, Finance
SunGard May 2015 - Present
SunGard November 2013 - Present
Kingsview Financial July 2012 - October 2013
Kingsview Financial July 2011 - June 2012
Merrill Lynch September 2010 - December 2010
Skills
Commodity, Analysis, Portfolio Management, Trading, PowerPoint, CRM, Project Management, Sales, Series 3, Inspection, Visionary, Electronic Trading, FINRA, Equities, Financial Markets, Derivatives, Wealth Management, Series 7, Options Strategies, Finance, Proprietary Trading, Hedging, Trading Strategies
Education
Florida State University 2009 — 2011
Bachelor of Science, Finance
Florida International University 2006 — 2008
Bachelor's degree, Finance
Faith Martin Faith Martin's Merrill Lynch Experience November 2012 - September 2013
Job Retired Financial Consultant
Industry Financial Services
Experience
Regions Financial Corporation September 2013 - July 2014
Merrill Lynch November 2012 - September 2013
Garrison Wealth Management March 2011 - October 2012
Edward Jones August 2009 - March 2011
Ameriprise Financial June 2006 - March 2009
Ameriprise Financial June 2002 - June 2006
Ameriprise Financial January 1993 - June 2002
Ameriprise Financial Advisors March 2000 - February 2002
Skills
Series 7, Series 66, Series 24, Series 9, Series 10, Fixed Annuities, FINRA
Education
Florida State University 1968 — 1971
BS, Education
Florida International University
BS, Education
Regions Financial Corporation September 2013 - July 2014
Merrill Lynch November 2012 - September 2013
Garrison Wealth Management March 2011 - October 2012
Edward Jones August 2009 - March 2011
Ameriprise Financial June 2006 - March 2009
Ameriprise Financial June 2002 - June 2006
Ameriprise Financial January 1993 - June 2002
Ameriprise Financial Advisors March 2000 - February 2002
Skills
Series 7, Series 66, Series 24, Series 9, Series 10, Fixed Annuities, FINRA
Education
Florida State University 1968 — 1971
BS, Education
Florida International University
BS, Education
Ron Zimmer Ron Zimmer's Merrill Lynch Experience August 2004 - January 2005
Job Global Fund Analytics at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2011 - Present
Raymond James December 2006 - January 2011
Eagle Asset Management May 2005 - December 2006
Merrill Lynch August 2004 - January 2005
Skills
Series 7, Series 66, Series 24, Mutual Funds, Series 63, Series 65, Offshore Funds, 529 Plans, Uniform Combined State...
Education
Florida Gulf Coast University 2010 — 2012
MBA, Management
University of South Florida 2001 — 2005
Bachelors, Finance
Franklin Templeton Investments January 2011 - Present
Raymond James December 2006 - January 2011
Eagle Asset Management May 2005 - December 2006
Merrill Lynch August 2004 - January 2005
Skills
Series 7, Series 66, Series 24, Mutual Funds, Series 63, Series 65, Offshore Funds, 529 Plans, Uniform Combined State...
Education
Florida Gulf Coast University 2010 — 2012
MBA, Management
University of South Florida 2001 — 2005
Bachelors, Finance
Alessandro Agnone's Merrill Lynch Experience April 2011 - May 2014
Job Senior Registered Client Associate at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors LLC May 2014 - Present
Merrill Lynch April 2011 - May 2014
Activa Capital Markets October 2010 - April 2011
Skills
Banking, Corporate Finance, Equities, Finance, Financial Analysis, Fixed Income, Forecasting, Portfolio Management, Risk Management, Strategic Financial..., Valuation, Investments, Financial Modeling, Bloomberg, Capital Markets
Education
Florida International University 2010 — 2012
Master of International Business
Wells Fargo Advisors LLC May 2014 - Present
Merrill Lynch April 2011 - May 2014
Activa Capital Markets October 2010 - April 2011
Skills
Banking, Corporate Finance, Equities, Finance, Financial Analysis, Fixed Income, Forecasting, Portfolio Management, Risk Management, Strategic Financial..., Valuation, Investments, Financial Modeling, Bloomberg, Capital Markets
Education
Florida International University 2010 — 2012
Master of International Business
Michael Eovino's Merrill Lynch Experience July 2011 - April 2013
Job Private Client Banker at JPMorgan Chase Bank, NA
Industry Financial Services
Experience
JPMorgan Chase Bank, NA July 2013 - Present
Merrill Lynch July 2011 - April 2013
Bank of America July 2006 - July 2011
Education
Florida Gulf Coast University 2009 — 2011
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
BBA, Management & Organizations
JPMorgan Chase Bank, NA July 2013 - Present
Merrill Lynch July 2011 - April 2013
Bank of America July 2006 - July 2011
Education
Florida Gulf Coast University 2009 — 2011
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
BBA, Management & Organizations
Jonathan Ferro Jonathan Ferro's Merrill Lynch Experience 2004 - 2006
Job Attorney at Law at The J.C. Ferro Law Office, PLLC
Industry Law Practice
Experience
The J.C. Ferro Law Office, PLLC 2011 - Present
Miami-Dade State Attorney's Office 2010 - 2010
Merrill Lynch 2004 - 2006
Education
Florida Coastal School of Law 2006 — 2009
JD, Law
University of Florida
BS, Finance
The J.C. Ferro Law Office, PLLC 2011 - Present
Miami-Dade State Attorney's Office 2010 - 2010
Merrill Lynch 2004 - 2006
Education
Florida Coastal School of Law 2006 — 2009
JD, Law
University of Florida
BS, Finance
Dick Depew Dick Depew's Merrill Lynch Experience November 1986 - Present
Job Senior Vice President, Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 1986 - Present
Skills
Wealth Management, Financial Advisory, Financial Services, Small Business, High Net Worth..., Credit, Strategic Planning, Series 7, Process Improvement, Retirement Planning, Strategic Financial..., Management Consulting, Mutual Funds, Asset Allocation, Alternative Investments, Investment Properties, Series 63, Investment Advisory, Investments
Education
Florida Institute of Technology 1977 — 1978
MBA, Business and Contract Management
East Tennessee State University 1965 — 1969
BA, Accounting
Merrill Lynch November 1986 - Present
Skills
Wealth Management, Financial Advisory, Financial Services, Small Business, High Net Worth..., Credit, Strategic Planning, Series 7, Process Improvement, Retirement Planning, Strategic Financial..., Management Consulting, Mutual Funds, Asset Allocation, Alternative Investments, Investment Properties, Series 63, Investment Advisory, Investments
Education
Florida Institute of Technology 1977 — 1978
MBA, Business and Contract Management
East Tennessee State University 1965 — 1969
BA, Accounting
Clarold Rogers Clarold Rogers's Merrill Lynch Experience 1995 - 1998
Job Managing Partner at MGS
Industry Management Consulting
Experience
MGS llc January 2001 - Present
Merrill Lynch 1995 - 1998
Skills
Entrepreneurship, Start-ups, Strategic Planning, Strategy, Management Consulting, Due Diligence, Business Strategy, Mortgage Lending, Training, Sales, Business Development, Management, Project Planning, Mergers & Acquisitions, Business Planning, Strategic Partnerships, Risk Management, Private Equity, Competitive Analysis, Executive Management, Finance, Market Research, International Business
Education
Florida Institute of Technology
Bachelor's Degree, Computer Science & Management Science
Thunderbird School of Global Management
B.S., MBA, Marketing, Econometric Statistical Analysis, International Business
MGS llc January 2001 - Present
Merrill Lynch 1995 - 1998
Skills
Entrepreneurship, Start-ups, Strategic Planning, Strategy, Management Consulting, Due Diligence, Business Strategy, Mortgage Lending, Training, Sales, Business Development, Management, Project Planning, Mergers & Acquisitions, Business Planning, Strategic Partnerships, Risk Management, Private Equity, Competitive Analysis, Executive Management, Finance, Market Research, International Business
Education
Florida Institute of Technology
Bachelor's Degree, Computer Science & Management Science
Thunderbird School of Global Management
B.S., MBA, Marketing, Econometric Statistical Analysis, International Business
Alexander Krivov Alexander Krivov's Merrill Lynch Experience April 2008 - June 2008
Job Loan Originator at NationsTrust Mortgage
Industry Financial Services
Experience
NationsTrust Mortgage December 2014 - Present
Morningside Mortgage Corporation June 2013 - December 2014
EarlyShares.com June 2012 - November 2012
One Laptop Per Child June 2011 - June 2012
First Capital January 2011 - June 2011
First Capital October 2009 - January 2011
Bank Premier August 2008 - October 2009
Merrill Lynch April 2008 - June 2008
Skills
Relationship Management, Eastern Europe, Financial Analysis, Financial Modeling, Start-ups, Banking, Investments, Alternative Investments, Entrepreneurship, Due Diligence, Business Development, Analysis, Finance, Management, Strategic Planning
Education
Nova Southeastern University 2007 — 2009
MBA, Finance
Florida International University 2005 — 2007
Bachelor's degree, Hospitality Administration/Management
Institut Hotelier Cesar Ritz 2003 — 2004
Higher Diploma In Hotel Management, Hospitality Administration/Management
NationsTrust Mortgage December 2014 - Present
Morningside Mortgage Corporation June 2013 - December 2014
EarlyShares.com June 2012 - November 2012
One Laptop Per Child June 2011 - June 2012
First Capital January 2011 - June 2011
First Capital October 2009 - January 2011
Bank Premier August 2008 - October 2009
Merrill Lynch April 2008 - June 2008
Skills
Relationship Management, Eastern Europe, Financial Analysis, Financial Modeling, Start-ups, Banking, Investments, Alternative Investments, Entrepreneurship, Due Diligence, Business Development, Analysis, Finance, Management, Strategic Planning
Education
Nova Southeastern University 2007 — 2009
MBA, Finance
Florida International University 2005 — 2007
Bachelor's degree, Hospitality Administration/Management
Institut Hotelier Cesar Ritz 2003 — 2004
Higher Diploma In Hotel Management, Hospitality Administration/Management
Chris Foust Chris Foust's Merrill Lynch Experience August 2011 - October 2012
Job Private Client Group Relationship Manager at PNC
Industry Banking
Experience
PNC March 2015 - Present
US Army September 2002 - Present
Wells Fargo November 2012 - November 2013
Merrill Lynch August 2011 - October 2012
Potomac Institute for Policy Studies June 2008 - August 2008
Skills
Budgets, Team Building, Team Leadership, Policy, Process Improvement, Data Analysis, Leadership Development, Business Development, Management Consulting, Security Clearance, Access, Microsoft Office, Military, Project Management, Human Resources, Contract Negotiation, Strategy, PowerPoint, Organizational..., Leadership
Education
Georgetown University 2014 — 2015
Graduate Certificate, Financial Planning
Florida Institute of Technology 2007 — 2009
Bachelor of Science, Business Administration
PNC March 2015 - Present
US Army September 2002 - Present
Wells Fargo November 2012 - November 2013
Merrill Lynch August 2011 - October 2012
Potomac Institute for Policy Studies June 2008 - August 2008
Skills
Budgets, Team Building, Team Leadership, Policy, Process Improvement, Data Analysis, Leadership Development, Business Development, Management Consulting, Security Clearance, Access, Microsoft Office, Military, Project Management, Human Resources, Contract Negotiation, Strategy, PowerPoint, Organizational..., Leadership
Education
Georgetown University 2014 — 2015
Graduate Certificate, Financial Planning
Florida Institute of Technology 2007 — 2009
Bachelor of Science, Business Administration
Rajesh Nakadi's Merrill Lynch Experience 2008 - 2009
Job Investment Management
Industry Financial Services
Experience
UBS March 2014 - Present
US Trust, Bank of America July 2009 - January 2014
Merrill Lynch 2008 - 2009
Quinlan Private 2006 - 2007
Merrill Lynch Private Banking & Investment Group 2004 - 2006
Merrill Lynch 1996 - 2006
Skills
Investments, Capital Markets, Management, Financial Advisory, Portfolio Management, Alternative Investments, Fixed Income, Equities, Asset Management, Wealth Management, Hedge Funds, Investment Banking, Asset Allocation, Financial Modeling, Private Equity
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Florida Atlantic University 1992 — 1994
Master of Science (MS), Aerospace, Aeronautical and Astronautical Engineering
UBS March 2014 - Present
US Trust, Bank of America July 2009 - January 2014
Merrill Lynch 2008 - 2009
Quinlan Private 2006 - 2007
Merrill Lynch Private Banking & Investment Group 2004 - 2006
Merrill Lynch 1996 - 2006
Skills
Investments, Capital Markets, Management, Financial Advisory, Portfolio Management, Alternative Investments, Fixed Income, Equities, Asset Management, Wealth Management, Hedge Funds, Investment Banking, Asset Allocation, Financial Modeling, Private Equity
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Florida Atlantic University 1992 — 1994
Master of Science (MS), Aerospace, Aeronautical and Astronautical Engineering
Mark Sley's Merrill Lynch Experience 2004 - September 2010
Job Sr. Management Consultant at The LoBue Group
Industry Management Consulting
Experience
The LoBue Group September 2013 - Present
LPL Financial September 2010 - September 2013
Merrill Lynch 2004 - September 2010
GE Network Solutions 2002 - 2003
SuperTel Network 2000 - 2001
Engineering and Technical Services 1993 - 2000
GE Government Services 1987 - 1993
RCA Services 1982 - 1987
Skills
Program Management, Programme Governance, New Business Development, Business Strategy, Change Management, Business Process..., Operations Optimization, Earned Value Management, Operations Management, Telecommunications, Strategy, Process Improvement, Cross-functional Team..., Analysis, Business Development, Management, Leadership, Consulting, Strategic Planning, Project Management, Team Building, Financial Services
Education
Florida Institute of Technology 1989 — 1993
Masters, Business Administration; International Marketing
University of Florida
Master, Electrical Engineering
University of Florida
Bachelor of Science, Electrical Engineering
The LoBue Group September 2013 - Present
LPL Financial September 2010 - September 2013
Merrill Lynch 2004 - September 2010
GE Network Solutions 2002 - 2003
SuperTel Network 2000 - 2001
Engineering and Technical Services 1993 - 2000
GE Government Services 1987 - 1993
RCA Services 1982 - 1987
Skills
Program Management, Programme Governance, New Business Development, Business Strategy, Change Management, Business Process..., Operations Optimization, Earned Value Management, Operations Management, Telecommunications, Strategy, Process Improvement, Cross-functional Team..., Analysis, Business Development, Management, Leadership, Consulting, Strategic Planning, Project Management, Team Building, Financial Services
Education
Florida Institute of Technology 1989 — 1993
Masters, Business Administration; International Marketing
University of Florida
Master, Electrical Engineering
University of Florida
Bachelor of Science, Electrical Engineering
Olu Emuleomo's Merrill Lynch Experience 1992 - 2005
Job Managing Director at Trade Informatics LLC
Industry Computer Software
Experience
Trade Informatics LLC June 2014 - Present
SJ Levinson January 2010 - June 2014
SJ Levinson April 2009 - March 2010
Wachovia Securities February 2005 - April 2009
Merrill Lynch 1992 - 2005
Shearson Lehman 1989 - 1989
Shearson Lehman 1989 - 1989
Skills
Trading Systems, Management, Equities, Derivatives, Electronic Trading, Fixed Income, Capital Markets, Investment Banking, Business Analysis, Trading
Education
Rutgers University-New Brunswick 1988 — 1990
MS, Computer Science
Florida Institute of Technology 1984 — 1986
MS, Computer Science
Government College Ibadan
University of Ife, Ile-Ife
BS, Computer Science
Trade Informatics LLC June 2014 - Present
SJ Levinson January 2010 - June 2014
SJ Levinson April 2009 - March 2010
Wachovia Securities February 2005 - April 2009
Merrill Lynch 1992 - 2005
Shearson Lehman 1989 - 1989
Shearson Lehman 1989 - 1989
Skills
Trading Systems, Management, Equities, Derivatives, Electronic Trading, Fixed Income, Capital Markets, Investment Banking, Business Analysis, Trading
Education
Rutgers University-New Brunswick 1988 — 1990
MS, Computer Science
Florida Institute of Technology 1984 — 1986
MS, Computer Science
Government College Ibadan
University of Ife, Ile-Ife
BS, Computer Science
Jorge A. Wall's Merrill Lynch Experience October 2010 - March 2015
Job Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Merrill Lynch October 2010 - March 2015
Gerdau S.A April 2007 - September 2010
Merrill Lynch - Private Client 1998 - 2004
Skills
Financial Modeling
Education
Thunderbird School of Global Management 2005 — 2006
MBA, International Management
Florida International University 1997 — 1999
BBA, Finance
San Andres 1982 — 1993
Morgan Stanley April 2015 - Present
Merrill Lynch October 2010 - March 2015
Gerdau S.A April 2007 - September 2010
Merrill Lynch - Private Client 1998 - 2004
Skills
Financial Modeling
Education
Thunderbird School of Global Management 2005 — 2006
MBA, International Management
Florida International University 1997 — 1999
BBA, Finance
San Andres 1982 — 1993
James Krantz's Merrill Lynch Experience 1996 - Present
Job Senior Vice President Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch 1996 - Present
Skills
Asset Allocation, Investments, Fixed Income, Wealth Management, Retirement Planning, Series 7, Financial Services, Estate Planning, Mortgage Lending, Loans, Series 63, Investment Advisory, Financial Analysis, Insurance
Education
Florida Institute of Technology 1988 — 1992
Bachelor of Science (B.S.), Finance
Merrill Lynch 1996 - Present
Skills
Asset Allocation, Investments, Fixed Income, Wealth Management, Retirement Planning, Series 7, Financial Services, Estate Planning, Mortgage Lending, Loans, Series 63, Investment Advisory, Financial Analysis, Insurance
Education
Florida Institute of Technology 1988 — 1992
Bachelor of Science (B.S.), Finance
Stephen Peloquin's Merrill Lynch Experience July 2011 - October 2013
Job Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities October 2013 - Present
Lakewood Ranch Community Activities Corporation May 2012 - Present
Merrill Lynch July 2011 - October 2013
Edify, LLC August 2010 - May 2011
WCI Communities, Inc January 2007 - December 2009
Strategies for Wealth Creation & Protection December 2005 - December 2006
Education
Florida Atlantic University 2003 — 2005
Bachelor of Business Administration, Finance
University of Connecticut 2001 — 2003
Finance
Fifth Third Securities October 2013 - Present
Lakewood Ranch Community Activities Corporation May 2012 - Present
Merrill Lynch July 2011 - October 2013
Edify, LLC August 2010 - May 2011
WCI Communities, Inc January 2007 - December 2009
Strategies for Wealth Creation & Protection December 2005 - December 2006
Education
Florida Atlantic University 2003 — 2005
Bachelor of Business Administration, Finance
University of Connecticut 2001 — 2003
Finance
Lauren Levine, MS's Merrill Lynch Experience October 2013 - Present
Job Director's Assistant at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch October 2013 - Present
Courtyard Group March 2007 - September 2010
Merrill Lynch March 2006 - January 2007
Skills
Process Improvement, Project Management, Business Analysis, Change Management, Leadership, Data Analysis, Strategic Planning, Management, Business Process..., Project Planning, EHR, Healthcare, Healthcare Information..., Customer Service
Education
Florida Institute of Technology 2011 — 2013
Master of Science (MS), Management/Human Resources Management
University of North Florida 2002 — 2004
Bachelor of Arts (BA), Psychology
Merrill Lynch October 2013 - Present
Courtyard Group March 2007 - September 2010
Merrill Lynch March 2006 - January 2007
Skills
Process Improvement, Project Management, Business Analysis, Change Management, Leadership, Data Analysis, Strategic Planning, Management, Business Process..., Project Planning, EHR, Healthcare, Healthcare Information..., Customer Service
Education
Florida Institute of Technology 2011 — 2013
Master of Science (MS), Management/Human Resources Management
University of North Florida 2002 — 2004
Bachelor of Arts (BA), Psychology
Alina Barrios's Merrill Lynch Experience 1987 - 1995
Job Director of Client Services at Victoria & Associates Career Services
Industry Staffing and Recruiting
Experience
Victoria & Associates Career Services - In Good Company February 2007 - Present
BCA Financial Services, Inc. April 2004 - February 2007
Team Concepts July 1997 - April 2004
Merrill Lynch 1987 - 1995
Skills
Recruiting, Talent Acquisition, Onboarding, Employee Relations, Talent Management, Executive Search, Sourcing, Applicant Tracking..., HR Consulting, Customer Service, Customer Satisfaction, Microsoft Office, Internet Recruiting, Outlook, College Recruiting, Human Resources, Customer Experience, Sales Presentations, Technical Recruiting, Payroll, Temporary Placement, Hiring, Time Management, Social Networking, Management, Performance Management, Business Development, Benefits Negotiation, Training, Employee Training, Leadership, Temporary Staffing, Staffing Services, Building Relationships, Employee Engagement, Vendor Management, Interviews, HRIS, Sales, Career Development, Deferred Compensation, Personnel Management, New Hire Orientations, Workforce Planning, Resume Writing, Job Descriptions, Screening Resumes, Taleo, Contract Recruitment, Employer Branding
Education
Florida International University
BS, Elementary Education
Miami Dade College
AA, Business
South Miami Sr. High
Victoria & Associates Career Services - In Good Company February 2007 - Present
BCA Financial Services, Inc. April 2004 - February 2007
Team Concepts July 1997 - April 2004
Merrill Lynch 1987 - 1995
Skills
Recruiting, Talent Acquisition, Onboarding, Employee Relations, Talent Management, Executive Search, Sourcing, Applicant Tracking..., HR Consulting, Customer Service, Customer Satisfaction, Microsoft Office, Internet Recruiting, Outlook, College Recruiting, Human Resources, Customer Experience, Sales Presentations, Technical Recruiting, Payroll, Temporary Placement, Hiring, Time Management, Social Networking, Management, Performance Management, Business Development, Benefits Negotiation, Training, Employee Training, Leadership, Temporary Staffing, Staffing Services, Building Relationships, Employee Engagement, Vendor Management, Interviews, HRIS, Sales, Career Development, Deferred Compensation, Personnel Management, New Hire Orientations, Workforce Planning, Resume Writing, Job Descriptions, Screening Resumes, Taleo, Contract Recruitment, Employer Branding
Education
Florida International University
BS, Elementary Education
Miami Dade College
AA, Business
South Miami Sr. High
Keith Bergsma's Merrill Lynch Experience August 2012 - Present
Job Senior Ops Analyst at Merrill Lynch
Industry Law Practice
Experience
Merrill Lynch August 2012 - Present
GameStop November 2010 - August 2012
Public Defenders Office - 4th Circuit, Jacksonville Fl. November 2010 - May 2011
Education
University of North Florida 2009 — 2011
Bachelors of Arts, Criminal Justice
Florida Gulf Coast University 2006 — 2008
BS, Legal Studies
Merrill Lynch August 2012 - Present
GameStop November 2010 - August 2012
Public Defenders Office - 4th Circuit, Jacksonville Fl. November 2010 - May 2011
Education
University of North Florida 2009 — 2011
Bachelors of Arts, Criminal Justice
Florida Gulf Coast University 2006 — 2008
BS, Legal Studies
David F. Casas, MBA's Merrill Lynch Experience May 2006 - August 2006
Job Vice President at Seafarers Inc.
Industry Food & Beverages
Experience
Seafarers Inc. January 2015 - Present
Seafarers Inc. April 2012 - January 2015
Seafarers Inc. January 2007 - April 2012
Regal Entertainment Group April 2003 - December 2006
Merrill Lynch May 2006 - August 2006
Skills
Strategic Planning, International Business, Business Development, Product Development, Operations Management, Sales Management, Business Strategy, Sales, Negotiation, Purchasing, Strategy, Sales Operations, Supply Chain Management, Business Planning, Financial Analysis, Marketing Strategy, Competitive Analysis, Forecasting, Market Research, Inventory Management, Management, Pricing, New Business Development, Microsoft Office, Customer Service, Spanish, Budgets, Account Management, Data Analysis, Marketing, Contract Negotiation, Team Building, Marketing Management, Advertising, Outlook, Entrepreneurship, International Sales, Market Planning, B2B, Marketing Research, Food, Direct Marketing, Leadership, Microsoft Excel
Education
University of Miami - School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Finance, 3.78 GPA
Florida International University 2002 — 2007
BS, Finance and International Business
Seafarers Inc. January 2015 - Present
Seafarers Inc. April 2012 - January 2015
Seafarers Inc. January 2007 - April 2012
Regal Entertainment Group April 2003 - December 2006
Merrill Lynch May 2006 - August 2006
Skills
Strategic Planning, International Business, Business Development, Product Development, Operations Management, Sales Management, Business Strategy, Sales, Negotiation, Purchasing, Strategy, Sales Operations, Supply Chain Management, Business Planning, Financial Analysis, Marketing Strategy, Competitive Analysis, Forecasting, Market Research, Inventory Management, Management, Pricing, New Business Development, Microsoft Office, Customer Service, Spanish, Budgets, Account Management, Data Analysis, Marketing, Contract Negotiation, Team Building, Marketing Management, Advertising, Outlook, Entrepreneurship, International Sales, Market Planning, B2B, Marketing Research, Food, Direct Marketing, Leadership, Microsoft Excel
Education
University of Miami - School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Finance, 3.78 GPA
Florida International University 2002 — 2007
BS, Finance and International Business
Carrie Boova's Merrill Lynch Experience November 2000 - Present
Job Meeting Planner at Merrill Lynch
Industry Events Services
Experience
Merrill Lynch November 2000 - Present
Goldman Sachs August 1999 - November 2000
Freelance Meeting Planner December 1994 - August 1999
Education
Florida International University 1984 — 1987
BS, Hospitality Management
Johnson & Wales University 1982 — 1984
AS, Travel and Tourism Management
Merrill Lynch November 2000 - Present
Goldman Sachs August 1999 - November 2000
Freelance Meeting Planner December 1994 - August 1999
Education
Florida International University 1984 — 1987
BS, Hospitality Management
Johnson & Wales University 1982 — 1984
AS, Travel and Tourism Management
Todd Rowntree's Merrill Lynch Experience 1998 - 2000
Job VICE PRESIDENT, SALES & OPERATIONS; BUSINESS DEVELOPMENT; PROCUREMENT
Industry Consumer Goods
Experience
Clarus Group / MPJ Inc. February 2007 - Present
Purity Wholesale Grocers January 2004 - January 2007
Purity Wholesale 2000 - 2007
Purity Wholesale Grocers December 2000 - December 2003
Merrill Lynch 1998 - 2000
Enterprise Car Sales 1995 - 1998
Enterprise 1994 - 1998
Skills
Sales, Sales Management, Forecasting, Account Management, Marketing, Leadership, Strategic Planning, P&L Management, New Business Development, Retail
Education
Florida Atlantic University
BS, Finance
Clarus Group / MPJ Inc. February 2007 - Present
Purity Wholesale Grocers January 2004 - January 2007
Purity Wholesale 2000 - 2007
Purity Wholesale Grocers December 2000 - December 2003
Merrill Lynch 1998 - 2000
Enterprise Car Sales 1995 - 1998
Enterprise 1994 - 1998
Skills
Sales, Sales Management, Forecasting, Account Management, Marketing, Leadership, Strategic Planning, P&L Management, New Business Development, Retail
Education
Florida Atlantic University
BS, Finance
Charles J Hazlett's Merrill Lynch Experience January 1988 - August 1992
Job Managing Partner of JEY Hospitality Group, Rok Brgr, Public House,Salinas Beach Club, WebDiner
Industry Financial Services
Experience
CP Capital Securities July 2003 - July 2007
Stanford Group Company January 2002 - July 2003
Prudential Securities August 1992 - January 2002
Merrill Lynch January 1988 - August 1992
Morgan Stanley March 1986 - December 1988
Skills
Investments, Venture Capital, Small Business, Hedge Funds, Alternative Investments, Capital Markets, Fixed Income, Equities, Investment Banking, Private Equity, Series 7, Derivatives, Asset Management, Wealth Management, Securities
Education
Florida International University 1979 — 1983
Bachelor of Business Administration (BBA), Finance and International Business
CP Capital Securities July 2003 - July 2007
Stanford Group Company January 2002 - July 2003
Prudential Securities August 1992 - January 2002
Merrill Lynch January 1988 - August 1992
Morgan Stanley March 1986 - December 1988
Skills
Investments, Venture Capital, Small Business, Hedge Funds, Alternative Investments, Capital Markets, Fixed Income, Equities, Investment Banking, Private Equity, Series 7, Derivatives, Asset Management, Wealth Management, Securities
Education
Florida International University 1979 — 1983
Bachelor of Business Administration (BBA), Finance and International Business
Jonathan Ortega's Merrill Lynch Experience January 2007 - November 2009
Job IT Manager / Systems ERP EDI
Industry Building Materials
Experience
CME Wire & Cable April 2013 - Present
New Era Cap February 2009 - March 2013
Merrill Lynch January 2007 - November 2009
Skills
Cisco Technologies, Linux, Cloud Computing, Microsoft Office, Network Security, TCP/IP, Windows, Telecommunications, Troubleshooting, Windows Server, Data Center, Active Directory, Virtualization, Security, Network Administration, VMware, Citrix, XenClient, Gerber Accumark, Backup Exec, Avaya IP Telephony, MSQL, Google Apps, Networking, Project Management, HTML, IP, Routing, Network Design, Firewalls, Computer Hardware, Strategic Planning, SQL, Wireless, Servers, System Administration, VPN, Routers, DNS, Unified Communications, Operating Systems, VoIP, Switches, Unix, EDI, LAMP, HTML 5, SAN, Blackberry Enterprise..., Visio
Education
Florida Career College-Miami 2003 — 2007
Bachelor of Applied Science (BASc), Management Information Systems, General
CME Wire & Cable April 2013 - Present
New Era Cap February 2009 - March 2013
Merrill Lynch January 2007 - November 2009
Skills
Cisco Technologies, Linux, Cloud Computing, Microsoft Office, Network Security, TCP/IP, Windows, Telecommunications, Troubleshooting, Windows Server, Data Center, Active Directory, Virtualization, Security, Network Administration, VMware, Citrix, XenClient, Gerber Accumark, Backup Exec, Avaya IP Telephony, MSQL, Google Apps, Networking, Project Management, HTML, IP, Routing, Network Design, Firewalls, Computer Hardware, Strategic Planning, SQL, Wireless, Servers, System Administration, VPN, Routers, DNS, Unified Communications, Operating Systems, VoIP, Switches, Unix, EDI, LAMP, HTML 5, SAN, Blackberry Enterprise..., Visio
Education
Florida Career College-Miami 2003 — 2007
Bachelor of Applied Science (BASc), Management Information Systems, General
Melissa Robles's Merrill Lynch Experience 2003 - 2007
Job Broadcast Operations Manager at BBC Worldwide
Industry Outsourcing/Offshoring
Experience
BBC Worldwide October 2014 - Present
TMF Group February 2013 - October 2014
HBO Latin America July 2012 - December 2012
Discovery Communications May 2008 - June 2012
Merrill Lynch 2003 - 2007
SunTrust Bank 2001 - 2003
Skills
Advertising Sales, Broadcast, Banking, Television, Advertising, Facebook, Social Networking, Analysis, Series 7, Alternative Investments, Brokerage, Retirement Benefits, Qualified Retirement..., Stock Trading, series 66, Investment Banking, Manage Client..., Customer Service, Operations Management, Microsoft Office, Microsoft Excel, Sales Operations, Project Management, Contract Management, Compliance, Expense Budget..., Marketing Communications, Marketing Strategy, Team Building, Team Management, Process Improvement, Finance, Financial Services, Portfolio Management, Management
Education
Florida Community College at Jacksonville 2004 — 2007
Associate's degree, Business Administration and Management, General
Florida Atlantic University
Accounting
University of Miami
BBC Worldwide October 2014 - Present
TMF Group February 2013 - October 2014
HBO Latin America July 2012 - December 2012
Discovery Communications May 2008 - June 2012
Merrill Lynch 2003 - 2007
SunTrust Bank 2001 - 2003
Skills
Advertising Sales, Broadcast, Banking, Television, Advertising, Facebook, Social Networking, Analysis, Series 7, Alternative Investments, Brokerage, Retirement Benefits, Qualified Retirement..., Stock Trading, series 66, Investment Banking, Manage Client..., Customer Service, Operations Management, Microsoft Office, Microsoft Excel, Sales Operations, Project Management, Contract Management, Compliance, Expense Budget..., Marketing Communications, Marketing Strategy, Team Building, Team Management, Process Improvement, Finance, Financial Services, Portfolio Management, Management
Education
Florida Community College at Jacksonville 2004 — 2007
Associate's degree, Business Administration and Management, General
Florida Atlantic University
Accounting
University of Miami
Harold Cutler's Merrill Lynch Experience September 2000 - June 2002
Job President
Industry Financial Services
Experience
Stockbridge Insurance Group May 2010 - Present
Allstate Financial Services, LLC February 2006 - April 2010
Stockbridge Consulting Group 2004 - 2006
Aflac June 2001 - January 2004
Merrill Lynch September 2000 - June 2002
Skills
Employee Benefits, Insurance, Disability Insurance, Health Insurance, Term Life Insurance, Healthcare, Brokers, Critical Illness, Whole Life, Accident, Universal Life, Strategic Planning, Retirement Planning, Long-term Care, 401k, Fixed Annuities, Retirement, Medicare, Life Insurance, Financial Planners, Health Policy, Group Insurance, Commercial Insurance, Small Business, Health Savings Accounts, Senior Products, Medicare Advantage, Medicare Supplements, Group Benefits, Health Plans, Long Term Care, Annuities, Dental, Insurance Planning, Annuity, Supplemental Insurance, Benefits, Dentistry, Long Term Care Insurance, Mutual Funds, Strategic Financial..., Underwriting, Estate Planning, Financial Planning
Education
Florida International University
Stockbridge Insurance Group May 2010 - Present
Allstate Financial Services, LLC February 2006 - April 2010
Stockbridge Consulting Group 2004 - 2006
Aflac June 2001 - January 2004
Merrill Lynch September 2000 - June 2002
Skills
Employee Benefits, Insurance, Disability Insurance, Health Insurance, Term Life Insurance, Healthcare, Brokers, Critical Illness, Whole Life, Accident, Universal Life, Strategic Planning, Retirement Planning, Long-term Care, 401k, Fixed Annuities, Retirement, Medicare, Life Insurance, Financial Planners, Health Policy, Group Insurance, Commercial Insurance, Small Business, Health Savings Accounts, Senior Products, Medicare Advantage, Medicare Supplements, Group Benefits, Health Plans, Long Term Care, Annuities, Dental, Insurance Planning, Annuity, Supplemental Insurance, Benefits, Dentistry, Long Term Care Insurance, Mutual Funds, Strategic Financial..., Underwriting, Estate Planning, Financial Planning
Education
Florida International University
Joseph DeVierno's Merrill Lynch Experience 1986 - 2009
Job Executive Director UBS Risk and Compliance
Industry Financial Services
Experience
LPL 2010 - December 2013
Merrill Lynch 1986 - 2009
United States Air Force 1980 - 1986
Skills
Risk Management, Securities, AML, FINRA, Financial Services, Internal Audit, Capital Markets, Series 7, Equities, Governance, Financial Risk, Mutual Funds, Finance, Auditing, Financial Analysis, RIA, Compliance, Enterprise Risk..., Broker-Dealer, Investments, Asset Management, Management, Fixed Income, Project Management
Education
Florida Institute of Technology 1983 — 1985
Florida Institute of Technology, MBA
Northeastern University 1973 — 1978
BS, Criminal Justice
LPL 2010 - December 2013
Merrill Lynch 1986 - 2009
United States Air Force 1980 - 1986
Skills
Risk Management, Securities, AML, FINRA, Financial Services, Internal Audit, Capital Markets, Series 7, Equities, Governance, Financial Risk, Mutual Funds, Finance, Auditing, Financial Analysis, RIA, Compliance, Enterprise Risk..., Broker-Dealer, Investments, Asset Management, Management, Fixed Income, Project Management
Education
Florida Institute of Technology 1983 — 1985
Florida Institute of Technology, MBA
Northeastern University 1973 — 1978
BS, Criminal Justice
Pete Olson's Merrill Lynch Experience February 1998 - July 2010
Job CEO at J. Kelly & Associates
Industry Financial Services
Experience
J. Kelly & Associates July 2014 - Present
J. Kelly & Associates July 2010 - July 2014
Merrill Lynch February 1998 - July 2010
Self Employed - Professional Golf 1990 - 1993
Yale University 1989 - 1990
Self Employed - Professional Golf 1986 - 1989
Skills
Finance, Financial Services, Securities, Equities, Management, Sales Management, Investments, Fixed Income, Alternative Investments, Recruiting, Wealth Management, Series 63, Series 7, Mutual Funds, Leadership, Marketing Strategy, Risk Management, Marketing, Strategic Planning, Networking
Education
Florida Atlantic University 1995 — 1996
M.A., English
University of Oxford 1996 — 1996
English Literature
Florida Atlantic University 1993 — 1994
B.A., English
J. Kelly & Associates July 2014 - Present
J. Kelly & Associates July 2010 - July 2014
Merrill Lynch February 1998 - July 2010
Self Employed - Professional Golf 1990 - 1993
Yale University 1989 - 1990
Self Employed - Professional Golf 1986 - 1989
Skills
Finance, Financial Services, Securities, Equities, Management, Sales Management, Investments, Fixed Income, Alternative Investments, Recruiting, Wealth Management, Series 63, Series 7, Mutual Funds, Leadership, Marketing Strategy, Risk Management, Marketing, Strategic Planning, Networking
Education
Florida Atlantic University 1995 — 1996
M.A., English
University of Oxford 1996 — 1996
English Literature
Florida Atlantic University 1993 — 1994
B.A., English
Lee Woodliff's Merrill Lynch Experience May 2005 - May 2009
Job Retired
Industry Military
Experience
Merrill Lynch May 2005 - May 2009
Smith Barney April 2000 - April 2005
Education
ResumeLee 1988 — 1990
Masters Degree; Bachelors Degree, Business Administration
Florida Institute of Technology 1988 — 1989
Masters Degree, Business Administration
University of Florida 1978 — 1979
Bachelors Degree, Political Science and Military Studies
Merrill Lynch May 2005 - May 2009
Smith Barney April 2000 - April 2005
Education
ResumeLee 1988 — 1990
Masters Degree; Bachelors Degree, Business Administration
Florida Institute of Technology 1988 — 1989
Masters Degree, Business Administration
University of Florida 1978 — 1979
Bachelors Degree, Political Science and Military Studies
Jim Taylor's Merrill Lynch Experience 2005 - 2012
Job Senior Vice President & Managing Director at Career Partners International, Florida | Caribbean
Industry Management Consulting
Experience
Career Partners International, Florida Caribbean January 2012 - Present
Merrill Lynch 2005 - 2012
Right Management 2003 - 2004
JBT Associates, LLC 2001 - 2003
Kenexa November 1999 - 2001
Johnson & Johnson 1995 - 1999
Johnson & Johnson - Critikon / Johnson & Johnson Medical Division 1991 - 1995
Harris Corporation 1989 - 1991
Skills
Talent Management, Recruiting, Organizational..., Executive Coaching, Human Resources, Training, Executive Search, Coaching, Resume Writing, Leadership, Succession Planning, Leadership Development, Strategy, Team Building, Career Development, Performance Management, Business Development, Management, CRM, Career Counseling, Career Assessment, Exit Surveys, Organizational..., Psychological Assessment, Leadership Assessment, Executive Level...
Education
Florida Institute of Technology 1988 — 1989
Master of Science (MS), Industrial and Organizational Psychology
University of Wisconsin-Milwaukee 1983 — 1987
Bachelor's degree, Psychology
BHS
Career Partners International, Florida Caribbean January 2012 - Present
Merrill Lynch 2005 - 2012
Right Management 2003 - 2004
JBT Associates, LLC 2001 - 2003
Kenexa November 1999 - 2001
Johnson & Johnson 1995 - 1999
Johnson & Johnson - Critikon / Johnson & Johnson Medical Division 1991 - 1995
Harris Corporation 1989 - 1991
Skills
Talent Management, Recruiting, Organizational..., Executive Coaching, Human Resources, Training, Executive Search, Coaching, Resume Writing, Leadership, Succession Planning, Leadership Development, Strategy, Team Building, Career Development, Performance Management, Business Development, Management, CRM, Career Counseling, Career Assessment, Exit Surveys, Organizational..., Psychological Assessment, Leadership Assessment, Executive Level...
Education
Florida Institute of Technology 1988 — 1989
Master of Science (MS), Industrial and Organizational Psychology
University of Wisconsin-Milwaukee 1983 — 1987
Bachelor's degree, Psychology
BHS
HoMin Lee's Merrill Lynch Experience May 2011 - August 2011
Job
Industry Automotive
Experience
Hyundai MOBIS Parts America June 2012 - July 2014
Hyundai MOBIS Parts America September 2011 - June 2012
Merrill Lynch May 2011 - August 2011
Frans Corp, S.A. May 2003 - September 2010
JANITEX, S.A. June 2001 - May 2003
Skills
Microsoft Office, Spanish-speaking, Strategic Planning, Analytical Reasoning, IBM AS/400, SAP, Capital Budgeting, Team Motivation, Scenario Planning, Financial Modeling, Entrepreneurship, Cash Flow, Personal Finance, Manufacturing Operations, Strategic Financial..., Operational Planning, Operations Management, Process Improvement, Process Manufacturing, Team Management, Budgets, Independent, Deductive Reasoning, Group Work, Korean-speaking, Strategic Thinking, Accounting, Forecasting, Business Strategy, Accounts Receivable, Management, Corporate Finance, Customer Service, Goal-driven leader, Overseas Experience, Enthusiastic..., Cross-functional..., KPI Reports, Product Development, Financial Planning
Education
Florida International University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, Magna Cum-Laude
University of Miami 1997 — 2001
Hyundai MOBIS Parts America June 2012 - July 2014
Hyundai MOBIS Parts America September 2011 - June 2012
Merrill Lynch May 2011 - August 2011
Frans Corp, S.A. May 2003 - September 2010
JANITEX, S.A. June 2001 - May 2003
Skills
Microsoft Office, Spanish-speaking, Strategic Planning, Analytical Reasoning, IBM AS/400, SAP, Capital Budgeting, Team Motivation, Scenario Planning, Financial Modeling, Entrepreneurship, Cash Flow, Personal Finance, Manufacturing Operations, Strategic Financial..., Operational Planning, Operations Management, Process Improvement, Process Manufacturing, Team Management, Budgets, Independent, Deductive Reasoning, Group Work, Korean-speaking, Strategic Thinking, Accounting, Forecasting, Business Strategy, Accounts Receivable, Management, Corporate Finance, Customer Service, Goal-driven leader, Overseas Experience, Enthusiastic..., Cross-functional..., KPI Reports, Product Development, Financial Planning
Education
Florida International University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, Magna Cum-Laude
University of Miami 1997 — 2001
Darwin Mesadieu's Merrill Lynch Experience June 2014 - Present
Job Operations Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Skills
Secret Level Clearance..., International Relations, Social Media, Management, Outlook, Microsoft Office, Program Management, Policy, Public Speaking, Government, Recruiting, International..., Training, Strategic Planning, Policy Analysis, Coaching, PowerPoint, Leadership, Budgets, Microsoft Excel, Community Outreach, Event Planning, Public Policy
Education
Nova Southeastern University 2010 — 2013
MA, Public Administration
Florida International University 2000 — 2005
BA, International Relations
Florida International University 2002 — 2004
Minor, Marketing
Norland
Merrill Lynch June 2014 - Present
Skills
Secret Level Clearance..., International Relations, Social Media, Management, Outlook, Microsoft Office, Program Management, Policy, Public Speaking, Government, Recruiting, International..., Training, Strategic Planning, Policy Analysis, Coaching, PowerPoint, Leadership, Budgets, Microsoft Excel, Community Outreach, Event Planning, Public Policy
Education
Nova Southeastern University 2010 — 2013
MA, Public Administration
Florida International University 2000 — 2005
BA, International Relations
Florida International University 2002 — 2004
Minor, Marketing
Norland
Andy Capallo's Merrill Lynch Experience January 2009 - May 2009
Job Operations Research Analyst at Army Materiel Systems Analysis Activity
Industry Military
Experience
Army Materiel Systems Analysis Activity November 2009 - Present
Northwestern Mutual June 2009 - September 2009
Merrill Lynch January 2009 - May 2009
CBIZ March 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, Analysis, Finance, Data Analysis, Process Improvement, Leadership, Financial Modeling, Management, Program Management, Strategic Planning, Event Planning, Social Networking, Customer Service, Public Speaking
Education
Florida Institute of Technology 2010 — 2011
MS, Operations Research
Queens University of Charlotte 2005 — 2009
BA, Business
Army Materiel Systems Analysis Activity November 2009 - Present
Northwestern Mutual June 2009 - September 2009
Merrill Lynch January 2009 - May 2009
CBIZ March 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, Analysis, Finance, Data Analysis, Process Improvement, Leadership, Financial Modeling, Management, Program Management, Strategic Planning, Event Planning, Social Networking, Customer Service, Public Speaking
Education
Florida Institute of Technology 2010 — 2011
MS, Operations Research
Queens University of Charlotte 2005 — 2009
BA, Business
Betsy Holton's Merrill Lynch Experience 1990 - 1991
Job Executive Director at New Creation Power Foundation
Industry Legal Services
Experience
New Creation Power Foundation April 2014 - Present
Independant Legal Service Provider October 2010 - Present
The Settlement Alliance January 2015 - June 2015
Betsy S. Holton, P.A. July 2002 - July 2010
Wealthy Women Club 2005 - 2009
Merrill Lynch 1990 - 1991
Skills
Litigation, Courts, Employment Law, Civil Litigation, Public Speaking, Legal Writing, Legal Research, Commercial Litigation, Corporate Law, Legal Assistance, Real Estate, Mediation, Dispute Resolution, Insurance, Health Insurance, Long Term Care Insurance, E-Discovery Consulting, Mergers & Acquisitions, Appeals, Alternative Dispute..., Bankruptcy, Debt Management, Credit Counseling, Life Insurance, Annuity Sales, Medicare, Critical Illness, Critical Thinking, Operations Management, Processes Development, IRS Enrolled Agent, Litigation Management, Personal Injury, Criminal Law, Litigation Support, Westlaw
Education
Florida Coastal School of Law 1996 — 1999
JD, Law
Spelman College 1984 — 1988
BA, Economics
New Creation Power Foundation April 2014 - Present
Independant Legal Service Provider October 2010 - Present
The Settlement Alliance January 2015 - June 2015
Betsy S. Holton, P.A. July 2002 - July 2010
Wealthy Women Club 2005 - 2009
Merrill Lynch 1990 - 1991
Skills
Litigation, Courts, Employment Law, Civil Litigation, Public Speaking, Legal Writing, Legal Research, Commercial Litigation, Corporate Law, Legal Assistance, Real Estate, Mediation, Dispute Resolution, Insurance, Health Insurance, Long Term Care Insurance, E-Discovery Consulting, Mergers & Acquisitions, Appeals, Alternative Dispute..., Bankruptcy, Debt Management, Credit Counseling, Life Insurance, Annuity Sales, Medicare, Critical Illness, Critical Thinking, Operations Management, Processes Development, IRS Enrolled Agent, Litigation Management, Personal Injury, Criminal Law, Litigation Support, Westlaw
Education
Florida Coastal School of Law 1996 — 1999
JD, Law
Spelman College 1984 — 1988
BA, Economics
Adriana Demianew Cadena's Merrill Lynch Experience June 2012 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney August 2009 - June 2012
Caribbean Shipping Agency S January 1995 - June 2009
ORCO Ltda January 1996 - January 1999
CONVI LTDA January 1996 - January 1997
2006 April 1996 - December 1996
MECO Equipment Sales, Inc January 1994 - January 1995
Skills
Customer Service, Financial Analysis, Petroleum, Investments, Portfolio Management, Sales, Risk Management, Financial Modeling, Banking, Capital Markets, Wealth Management, Equities, Asset Management, Corporate Finance, Fixed Income
Education
Florida International University 1990 — 1993
A., Industrial and System Engineering
The English School 1981 — 1988
Los Andes University
Postgraduate Degree, Higher Management
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney August 2009 - June 2012
Caribbean Shipping Agency S January 1995 - June 2009
ORCO Ltda January 1996 - January 1999
CONVI LTDA January 1996 - January 1997
2006 April 1996 - December 1996
MECO Equipment Sales, Inc January 1994 - January 1995
Skills
Customer Service, Financial Analysis, Petroleum, Investments, Portfolio Management, Sales, Risk Management, Financial Modeling, Banking, Capital Markets, Wealth Management, Equities, Asset Management, Corporate Finance, Fixed Income
Education
Florida International University 1990 — 1993
A., Industrial and System Engineering
The English School 1981 — 1988
Los Andes University
Postgraduate Degree, Higher Management
Ben DiSarcina's Merrill Lynch Experience May 1994 - May 1996
Job Creative Director with Sette Tredici
Industry Graphic Design
Experience
Sette Tredici January 2009 - Present
Barrington Partners March 2002 - October 2008
CDC/IXIS ASSET MANAGEMENT December 1999 - December 2001
State Street Research January 1999 - December 1999
INVESTMENT MANAGEMENT AND RESEARCH May 1996 - August 1998
Merrill Lynch May 1994 - May 1996
Skills
Investments, Portfolio Management, Mutual Funds, Management, Marketing, CRM, Leadership, Finance, Due Diligence, Sales Operations, Sales Management, Series 7, Sales, Analytics, Asset Allocation, Customer Service, Marketing Management, PowerPoint, Retail, Microsoft Office, Adobe Creative Suite, Photoshop, Graphic Design, Fine Art, Art Direction
Education
Florida Institute of Technology 1985 — 1989
Bachelor of Science, Administration and Finance
Sette Tredici January 2009 - Present
Barrington Partners March 2002 - October 2008
CDC/IXIS ASSET MANAGEMENT December 1999 - December 2001
State Street Research January 1999 - December 1999
INVESTMENT MANAGEMENT AND RESEARCH May 1996 - August 1998
Merrill Lynch May 1994 - May 1996
Skills
Investments, Portfolio Management, Mutual Funds, Management, Marketing, CRM, Leadership, Finance, Due Diligence, Sales Operations, Sales Management, Series 7, Sales, Analytics, Asset Allocation, Customer Service, Marketing Management, PowerPoint, Retail, Microsoft Office, Adobe Creative Suite, Photoshop, Graphic Design, Fine Art, Art Direction
Education
Florida Institute of Technology 1985 — 1989
Bachelor of Science, Administration and Finance
Ever Zambrano's Merrill Lynch Experience May 2010 - August 2012
Job Vice President at Citi
Industry Investment Management
Experience
Citi June 2014 - Present
Guggenheim Partners Latin America, Inc July 2012 - June 2014
Merrill Lynch May 2010 - August 2012
Bancafe November 2008 - May 2010
Skills
Financial Modeling, Due Diligence, Portfolio Management, Banking, Microsoft Excel, Investments, Financial Analysis, Securities, Bloomberg, Fixed Income, Equities, Capital Markets, Finance, Hedge Funds, Investment Banking, Asset Management
Education
Florida International University 2005 — 2009
Bachelor of Arts, Economics
Citi June 2014 - Present
Guggenheim Partners Latin America, Inc July 2012 - June 2014
Merrill Lynch May 2010 - August 2012
Bancafe November 2008 - May 2010
Skills
Financial Modeling, Due Diligence, Portfolio Management, Banking, Microsoft Excel, Investments, Financial Analysis, Securities, Bloomberg, Fixed Income, Equities, Capital Markets, Finance, Hedge Funds, Investment Banking, Asset Management
Education
Florida International University 2005 — 2009
Bachelor of Arts, Economics
Christina Valenti MSF's Merrill Lynch Experience November 2007 - February 2009
Job Senior Business Consultant at First Data SunTrust Client Services
Industry Financial Services
Experience
First Data Corporation January 2013 - Present
Merchant One 2009 - 2012
Merrill Lynch November 2007 - February 2009
Skills
Loans, Business Strategy, Wealth Management, Strategic Financial..., Business Development, Start-ups, Strategic Planning, New Business Development, Leadership, Sales Management, Portfolio Management, Relationship Management, Sales, Lead Generation, Banking, Customer Service, Credit, Financial Modeling, Financial Planning, Financial Services, Mergers, Management, Risk Management, Account Management
Education
Florida International University 2012 — 2013
Master of Science in Finance
University of Florida - Warrington College of Business Administration
University of Illinois at Chicago
B.S., Finance
First Data Corporation January 2013 - Present
Merchant One 2009 - 2012
Merrill Lynch November 2007 - February 2009
Skills
Loans, Business Strategy, Wealth Management, Strategic Financial..., Business Development, Start-ups, Strategic Planning, New Business Development, Leadership, Sales Management, Portfolio Management, Relationship Management, Sales, Lead Generation, Banking, Customer Service, Credit, Financial Modeling, Financial Planning, Financial Services, Mergers, Management, Risk Management, Account Management
Education
Florida International University 2012 — 2013
Master of Science in Finance
University of Florida - Warrington College of Business Administration
University of Illinois at Chicago
B.S., Finance
Jarrett Hayes's Merrill Lynch Experience Client Account ManagerCitiJune 1999 - July 2005
Job Analyst at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch Client Account ManagerCitiJune 1999 - July 2005
Education
Florida Institute of Technology 2008 — 2012
Business Management
West Jefferson High School
Merrill Lynch Client Account ManagerCitiJune 1999 - July 2005
Education
Florida Institute of Technology 2008 — 2012
Business Management
West Jefferson High School
Adriana Yepes's Merrill Lynch Experience March 2005 - February 2008
Job Project Manager at Financial Accounting Standards Board
Industry Management Consulting
Experience
Financial Accounting Standards Board July 2014 - Present
PricewaterhouseCoopers February 2008 - July 2014
Merrill Lynch March 2005 - February 2008
Bell Labs Lucent Technologies February 2003 - March 2005
Skills
US GAAP, IFRS, Financial Reporting, SEC filings, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Accounting, Accounting, Financial Analysis, GAAP, Financial Modeling, Consolidation, Assurance, External Audit, CPA
Education
Florida International University
Bachelor of Science (BS), Accounting
University of Miami
Master of Business Administration (MBA), Accounting and Finance
Financial Accounting Standards Board July 2014 - Present
PricewaterhouseCoopers February 2008 - July 2014
Merrill Lynch March 2005 - February 2008
Bell Labs Lucent Technologies February 2003 - March 2005
Skills
US GAAP, IFRS, Financial Reporting, SEC filings, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Accounting, Accounting, Financial Analysis, GAAP, Financial Modeling, Consolidation, Assurance, External Audit, CPA
Education
Florida International University
Bachelor of Science (BS), Accounting
University of Miami
Master of Business Administration (MBA), Accounting and Finance
Habiba Kathiria's Merrill Lynch Experience January 2010 - April 2010
Job Assistant Internal Auditor at Florida International University
Industry Accounting
Experience
EY January 2015 - March 2015
Florida International University September 2014 - December 2014
First Coast Service Options, Inc. September 2013 - September 2014
Wells Fargo February 2013 - September 2013
Wells Fargo January 2011 - February 2013
Merrill Lynch January 2010 - April 2010
Skills
Investments, Accounting, Analysis, Finance, Financial Services, Portfolio Management, Training, Auditing, Sales, Financial Analysis, Cash Management, Strategic Financial..., Financial Reporting
Education
Florida International University 2013 — 2014
Bachelor's Degree, Accounting, 3.56
Florida International University - College of Business Administration 2008 — 2010
Bachelors of Business Administration, Finance, 3.25
EY January 2015 - March 2015
Florida International University September 2014 - December 2014
First Coast Service Options, Inc. September 2013 - September 2014
Wells Fargo February 2013 - September 2013
Wells Fargo January 2011 - February 2013
Merrill Lynch January 2010 - April 2010
Skills
Investments, Accounting, Analysis, Finance, Financial Services, Portfolio Management, Training, Auditing, Sales, Financial Analysis, Cash Management, Strategic Financial..., Financial Reporting
Education
Florida International University 2013 — 2014
Bachelor's Degree, Accounting, 3.56
Florida International University - College of Business Administration 2008 — 2010
Bachelors of Business Administration, Finance, 3.25
Armando Zabala's Merrill Lynch Experience Customer Service RepresentativeIATAMay 2011 - Present
Job Banker at Mercantil Commercebank N.A.
Industry Financial Services
Experience
Merrill Lynch Customer Service RepresentativeIATAMay 2011 - Present
Mercantil Commercebank N.A. 2011 - Present
Education
Universidad de Puerto Rico 1998 — 2003
Bachelors of Science, Economics/Finance
Florida International University
MBA, Business Management and Administration
Merrill Lynch Customer Service RepresentativeIATAMay 2011 - Present
Mercantil Commercebank N.A. 2011 - Present
Education
Universidad de Puerto Rico 1998 — 2003
Bachelors of Science, Economics/Finance
Florida International University
MBA, Business Management and Administration
Alexander Woodson's Merrill Lynch Experience June 2010 - August 2010
Job Finance Major at Florida State University
Industry Financial Services
Experience
Merrill Lynch June 2010 - August 2010
Abercrombie & Fitch April 2008 - June 2009
Districargo June 2007 - August 2007
Skills
Retail, Merchandising, Customer Service, Retail Sales, Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Inventory Management, Loss Prevention, Social Media, Facebook, Teamwork, Outlook, Social Networking
Education
Hult International Business School 2015 — 2016
Masters in International Business, International Business, Graduate
Florida State University 2009 — 2013
Finance/ Management, Finance and Management
Florida International University 2008 — 2009
Finance
Florida State University
Bachelor of Business Administration, Finance & Management; International Business
Merrill Lynch June 2010 - August 2010
Abercrombie & Fitch April 2008 - June 2009
Districargo June 2007 - August 2007
Skills
Retail, Merchandising, Customer Service, Retail Sales, Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Inventory Management, Loss Prevention, Social Media, Facebook, Teamwork, Outlook, Social Networking
Education
Hult International Business School 2015 — 2016
Masters in International Business, International Business, Graduate
Florida State University 2009 — 2013
Finance/ Management, Finance and Management
Florida International University 2008 — 2009
Finance
Florida State University
Bachelor of Business Administration, Finance & Management; International Business
Jonne Berning's Merrill Lynch Experience May 1999 - March 2005
Job Owner, American Composite Filters
Industry Fishery
Experience
American Composite Filters OwnerpHD Technologies Inc.June 2005 - July 2010
Merrill Lynch May 1999 - March 2005
Education
Florida Institute of Technology 1976 — 1978
Ocean Engineering, Research/manufacturing
American Composite Filters OwnerpHD Technologies Inc.June 2005 - July 2010
Merrill Lynch May 1999 - March 2005
Education
Florida Institute of Technology 1976 — 1978
Ocean Engineering, Research/manufacturing
Humberto Proaño's Merrill Lynch Experience 2000 - 2001
Job Regional Director, Voice & Mobile LATAM at TeliaSonera
Industry Telecommunications
Experience
TeliaSonera January 2015 - Present
Business Telecommunications Services November 2008 - December 2014
Business Telecommunications Services November 2001 - November 2008
Merrill Lynch 2000 - 2001
Morgans Hotel Group January 1999 - January 2000
Skills
Telecommunications, Managed Services, VoIP, IP, Sales Management, SIP, Product Management, Wireless, Unified Communications, MPLS, Carriers, Co-location, Telco, SIP Trunking, VAS, Ethernet, Mobile Communications, Broadband
Education
University of Miami - School of Business 2009 — 2011
MBA, International Business & Marketing
Florida International University 1997 — 1999
BS, Hotel and Food Service Management
Pontificia Universidad Catolica Madre y Maestra 1994 — 1997
Associates, Business Administration
TeliaSonera January 2015 - Present
Business Telecommunications Services November 2008 - December 2014
Business Telecommunications Services November 2001 - November 2008
Merrill Lynch 2000 - 2001
Morgans Hotel Group January 1999 - January 2000
Skills
Telecommunications, Managed Services, VoIP, IP, Sales Management, SIP, Product Management, Wireless, Unified Communications, MPLS, Carriers, Co-location, Telco, SIP Trunking, VAS, Ethernet, Mobile Communications, Broadband
Education
University of Miami - School of Business 2009 — 2011
MBA, International Business & Marketing
Florida International University 1997 — 1999
BS, Hotel and Food Service Management
Pontificia Universidad Catolica Madre y Maestra 1994 — 1997
Associates, Business Administration
Asan Ba's Merrill Lynch Experience September 2013 - Present
Job GWIM Sr. Operations Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Bank of America August 2012 - Present
Bank of America June 2011 - July 2012
Societe Generale February 2008 - September 2008
Skills
Credit Analysis, Mortgage Lending, Financial Analysis, Finance, Underwriting, Wealth Management, Investments, Capital Markets, Management, Microsoft Office, Equities, Financial Services, Valuation, Portfolio Management, Financial Modeling, Risk Management, Banking, Fixed Income, Customer Service
Education
Florida International University 2009 — 2010
Master of Science, Finance
Florida State University
Master, Business Administration
Florida State University
Bachelor of Science, Finance
Merrill Lynch September 2013 - Present
Bank of America August 2012 - Present
Bank of America June 2011 - July 2012
Societe Generale February 2008 - September 2008
Skills
Credit Analysis, Mortgage Lending, Financial Analysis, Finance, Underwriting, Wealth Management, Investments, Capital Markets, Management, Microsoft Office, Equities, Financial Services, Valuation, Portfolio Management, Financial Modeling, Risk Management, Banking, Fixed Income, Customer Service
Education
Florida International University 2009 — 2010
Master of Science, Finance
Florida State University
Master, Business Administration
Florida State University
Bachelor of Science, Finance
Ian Bossie's Merrill Lynch Experience September 2011 - September 2012
Job Financial Advisor Seeman Holtz
Industry Financial Services
Experience
Seeman Holtz 2013 - 2013
Merrill Lynch September 2011 - September 2012
Skills
Investment Properties, Investments, Annuity Sales, Life Insurance, Term Life Insurance, Long Term Care Insurance, Managed Money, Structured Settlements, Estate Planning, chronic illness planning, Registered Investment..., Licensed Life & Health..., General Securities..., Real Estate License, 401k Rollovers
Education
Florida Gulf Coast University
Seeman Holtz 2013 - 2013
Merrill Lynch September 2011 - September 2012
Skills
Investment Properties, Investments, Annuity Sales, Life Insurance, Term Life Insurance, Long Term Care Insurance, Managed Money, Structured Settlements, Estate Planning, chronic illness planning, Registered Investment..., Licensed Life & Health..., General Securities..., Real Estate License, 401k Rollovers
Education
Florida Gulf Coast University
Patrick Bless's Merrill Lynch Experience November 2004 - November 2010
Job Regional Director of Florida, Piedmont Capital Distributors
Industry Financial Services
Experience
Piedmont Capital Distributors March 2012 - Present
Oppenheimer & Co. Inc. November 2010 - April 2012
Merrill Lynch November 2004 - November 2010
Skills
Investments, Portfolio Management, Mutual Funds, Sales, Public Speaking, Series 7, Alternative Investments, Microsoft Excel, PowerPoint, Retirement Planning, Wealth Management
Education
Florida Atlantic University 1998 — 2000
Bachelor of Science, Finance and Economics
Piedmont Capital Distributors March 2012 - Present
Oppenheimer & Co. Inc. November 2010 - April 2012
Merrill Lynch November 2004 - November 2010
Skills
Investments, Portfolio Management, Mutual Funds, Sales, Public Speaking, Series 7, Alternative Investments, Microsoft Excel, PowerPoint, Retirement Planning, Wealth Management
Education
Florida Atlantic University 1998 — 2000
Bachelor of Science, Finance and Economics
Courtney Meaney's Merrill Lynch Experience September 2010 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
Education
Florida Gulf Coast University 2006 — 2010
Finance, Finance
Merrill Lynch September 2010 - Present
Education
Florida Gulf Coast University 2006 — 2010
Finance, Finance
Dayna Bishop's Merrill Lynch Experience February 2012 - January 2013
Job Portfolio Analyst at NCB Capital Markets Limited
Industry Financial Services
Experience
NCB Capital Markets Limited March 2013 - Present
Merrill Lynch February 2012 - January 2013
Florida International University 2010 - February 2012
Blue Cross Blue Shield of Jamaica Limited January 2005 - July 2007
Skills
Financial Modeling, Valuation, Derivatives, Economics, Investments, Equities, Financial Analysis, Fixed Income, Risk Management, Wealth Management, Finance, Portfolio Management, Corporate Finance
Education
Florida International University 2009 — 2010
Master of Science, Risk Analysis & Management (Mathematical Science)
Florida International University - College of Business Administration 2008 — 2009
Master of Science, Finance
University of the West Indies 2000 — 2004
Bachelor of Science, Actuarial Science
NCB Capital Markets Limited March 2013 - Present
Merrill Lynch February 2012 - January 2013
Florida International University 2010 - February 2012
Blue Cross Blue Shield of Jamaica Limited January 2005 - July 2007
Skills
Financial Modeling, Valuation, Derivatives, Economics, Investments, Equities, Financial Analysis, Fixed Income, Risk Management, Wealth Management, Finance, Portfolio Management, Corporate Finance
Education
Florida International University 2009 — 2010
Master of Science, Risk Analysis & Management (Mathematical Science)
Florida International University - College of Business Administration 2008 — 2009
Master of Science, Finance
University of the West Indies 2000 — 2004
Bachelor of Science, Actuarial Science
Henry White's Merrill Lynch Experience January 2012 - September 2012
Job Associate at TCA Global Fund Management Group
Industry Investment Banking
Experience
TCA Global Fund Management Group May 2013 - Present
Noble Financial Capital Markets January 2013 - March 2013
Merrill Lynch January 2012 - September 2012
BroadSpan Capital July 2010 - September 2010
B&Y By the Sea May 2007 - September 2009
Skills
PowerPoint, Microsoft Excel, Research, Spanish, Financial Analysis, Valuation, Investments, Microsoft Office, Due Diligence, Microsoft Word, Public Speaking, Facebook, Customer Service, Investment Banking, Social Media, Event Planning, Equity Research, Photoshop, Debt Restructuring, Credit Monitoring, Credit Analysis, Merchant Banking, Capital Markets, Securities, Trading, Analysis, Financial Modeling, Alternative Investments, Private Equity
Education
University of Miami 2010 — 2012
Bachelor of Arts (B.A.), International Economics
Florida International University 2008 — 2010
Associate of Arts and Sciences (A.A.S.), International Relations and Affairs
TCA Global Fund Management Group May 2013 - Present
Noble Financial Capital Markets January 2013 - March 2013
Merrill Lynch January 2012 - September 2012
BroadSpan Capital July 2010 - September 2010
B&Y By the Sea May 2007 - September 2009
Skills
PowerPoint, Microsoft Excel, Research, Spanish, Financial Analysis, Valuation, Investments, Microsoft Office, Due Diligence, Microsoft Word, Public Speaking, Facebook, Customer Service, Investment Banking, Social Media, Event Planning, Equity Research, Photoshop, Debt Restructuring, Credit Monitoring, Credit Analysis, Merchant Banking, Capital Markets, Securities, Trading, Analysis, Financial Modeling, Alternative Investments, Private Equity
Education
University of Miami 2010 — 2012
Bachelor of Arts (B.A.), International Economics
Florida International University 2008 — 2010
Associate of Arts and Sciences (A.A.S.), International Relations and Affairs
Santiago Alvarez Ledesma's Merrill Lynch Experience August 2011 - December 2011
Job Operations Manager at Tato's Custom Mallets
Industry Sporting Goods
Experience
Tato's Custom Mallets December 2009 - Present
Merrill Lynch August 2011 - December 2011
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Investments, Finance, Valuation, Microsoft Excel, Economics, Strategic Planning, Data Analysis, Mergers & Acquisitions, Accounting, Business Strategy, Microsoft Office, PowerPoint
Education
Florida Atlantic University 2012 — 2013
Master of Science (M.S.), Economics
Florida Atlantic University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Business Economics and Finance
Tato's Custom Mallets December 2009 - Present
Merrill Lynch August 2011 - December 2011
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Investments, Finance, Valuation, Microsoft Excel, Economics, Strategic Planning, Data Analysis, Mergers & Acquisitions, Accounting, Business Strategy, Microsoft Office, PowerPoint
Education
Florida Atlantic University 2012 — 2013
Master of Science (M.S.), Economics
Florida Atlantic University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Business Economics and Finance
Amy Thayer's Merrill Lynch Experience 2000 - 2001
Job Services Professional
Industry Construction
Experience
Merrill Lynch 2000 - 2001
Education
Florida International University
Construction Management
Broward College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Merrill Lynch 2000 - 2001
Education
Florida International University
Construction Management
Broward College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Carlos Juan Seliman's Merrill Lynch Experience December 2014 - Present
Job International Economics
Industry Market Research
Experience
Merrill Lynch December 2014 - Present
marcus evans Group July 2014 - September 2014
Skills
Banking, Financial Analysis, Corporate Finance, Economics, Credit, Risk Management, Credit Risk, Investment Banking, Financial Modeling, Capital Markets, Investments, Credit Analysis, Loans, Business Strategy, Derivatives, Collateral Management, Market Risk
Education
Florida International University 2009 — 2014
Bachelor of Arts (B.A.), International Economics
Merrill Lynch December 2014 - Present
marcus evans Group July 2014 - September 2014
Skills
Banking, Financial Analysis, Corporate Finance, Economics, Credit, Risk Management, Credit Risk, Investment Banking, Financial Modeling, Capital Markets, Investments, Credit Analysis, Loans, Business Strategy, Derivatives, Collateral Management, Market Risk
Education
Florida International University 2009 — 2014
Bachelor of Arts (B.A.), International Economics
Brian Raimann's Merrill Lynch Experience May 2013 - February 2015
Job Business Development Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2015 - Present
Merrill Lynch May 2013 - February 2015
Bay Colony Club May 2011 - May 2013
Bay Colony Club November 2009 - May 2011
Skills
Financial Services, CRM software, Microsoft Applications, Business Plan Pro..., Team Leadership, Hold Series 7, Hold Series 66
Education
Florida Gulf Coast University 2006 — 2011
Bachelor of Science (B.S.), Business Management
TD Ameritrade March 2015 - Present
Merrill Lynch May 2013 - February 2015
Bay Colony Club May 2011 - May 2013
Bay Colony Club November 2009 - May 2011
Skills
Financial Services, CRM software, Microsoft Applications, Business Plan Pro..., Team Leadership, Hold Series 7, Hold Series 66
Education
Florida Gulf Coast University 2006 — 2011
Bachelor of Science (B.S.), Business Management
Janelle Pimentel's Merrill Lynch Experience August 2005 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2005 - Present
Skills
Series 7, Series 66, Wealth Management, Teamwork, Finance, Equities, Investments, Banking, Financial Analysis, Portfolio Management, Retirement Planning
Education
Florida International University
Business Studies (2 years of a 4 year BBA program)
Merrill Lynch August 2005 - Present
Skills
Series 7, Series 66, Wealth Management, Teamwork, Finance, Equities, Investments, Banking, Financial Analysis, Portfolio Management, Retirement Planning
Education
Florida International University
Business Studies (2 years of a 4 year BBA program)
Astian Lessen's Merrill Lynch Experience November 2005 - November 2010
Job President at ARMPG
Industry Publishing
Experience
ARMPG April 2008 - Present
FIS Global September 2013 - August 2014
Deutsche Bank November 2010 - September 2013
Merrill Lynch November 2005 - November 2010
Skills
Finance, Auditing, Management, Capital Markets, Equities, Fixed Income, Derivatives, Investment Banking, Securities, Hedge Funds, Bloomberg, Series 7, Private Equity, Due Diligence, Investments, Alternative Investments
Education
Florida Gulf Coast University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
University of North Florida 2006 — 2009
Bachelor of Arts (B.A.), Business/Managerial Economics
ARMPG April 2008 - Present
FIS Global September 2013 - August 2014
Deutsche Bank November 2010 - September 2013
Merrill Lynch November 2005 - November 2010
Skills
Finance, Auditing, Management, Capital Markets, Equities, Fixed Income, Derivatives, Investment Banking, Securities, Hedge Funds, Bloomberg, Series 7, Private Equity, Due Diligence, Investments, Alternative Investments
Education
Florida Gulf Coast University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
University of North Florida 2006 — 2009
Bachelor of Arts (B.A.), Business/Managerial Economics
Israr Nasir's Merrill Lynch Experience March 2009 - November 2009
Job ETL Developer Business Intelligence at North Texas Specialty Physicans
Industry Hospital & Health Care
Experience
North Texas Specialty Physicians March 2013 - Present
Johnson & Johnson June 2012 - February 2013
Merck May 2011 - April 2012
Lincoln Financial Group October 2010 - March 2011
XL Capital Group January 2010 - August 2010
Merrill Lynch March 2009 - November 2009
ISAD Capital Management May 2005 - January 2009
Oppenheimer & Co. April 2002 - May 2005
JB Oxford & Co. September 1997 - April 2002
Capital International Securities Group February 1995 - September 1997
Skills
SQL, SSIS, Databases, Data Warehousing, Data Management, Business Development, ETL Tools, SQL Server Management..., Microsoft SQL Server, Healthcare Information..., Windows Server, Visual Studio, Microsoft Office, Data Analysis, Adobe, PowerPoint, Bilingual, Equity Trading, Technical Analysis, Bloomberg Terminal, Investment Portfolio, Mutual Funds, Hedge Funds, Closed-end Funds, Investment Advisory, Fundraising, Investor Relations, Client Presentation, Client Issue Resolution, Maintaining Strong..., Customer Retention, R, TFS
Education
Florida Institute of Technology 1992 — 1994
Bachelor's degree, Engineering
North Texas Specialty Physicians March 2013 - Present
Johnson & Johnson June 2012 - February 2013
Merck May 2011 - April 2012
Lincoln Financial Group October 2010 - March 2011
XL Capital Group January 2010 - August 2010
Merrill Lynch March 2009 - November 2009
ISAD Capital Management May 2005 - January 2009
Oppenheimer & Co. April 2002 - May 2005
JB Oxford & Co. September 1997 - April 2002
Capital International Securities Group February 1995 - September 1997
Skills
SQL, SSIS, Databases, Data Warehousing, Data Management, Business Development, ETL Tools, SQL Server Management..., Microsoft SQL Server, Healthcare Information..., Windows Server, Visual Studio, Microsoft Office, Data Analysis, Adobe, PowerPoint, Bilingual, Equity Trading, Technical Analysis, Bloomberg Terminal, Investment Portfolio, Mutual Funds, Hedge Funds, Closed-end Funds, Investment Advisory, Fundraising, Investor Relations, Client Presentation, Client Issue Resolution, Maintaining Strong..., Customer Retention, R, TFS
Education
Florida Institute of Technology 1992 — 1994
Bachelor's degree, Engineering
Jason L. Kitchen's Merrill Lynch Experience August 2015 - Present
Job Assistant Vice President, Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
PNC September 2013 - August 2015
Morgan Stanley April 2012 - September 2013
Starfish Real Estate June 2011 - November 2011
Skills
Financial Planning, Investment Management, Investment Advisory, Series 7, Wealth Management
Education
Florida Atlantic University - College of Business 2008 — 2011
Bachelor of Business Administration (BBA), Finance
Merrill Lynch August 2015 - Present
PNC September 2013 - August 2015
Morgan Stanley April 2012 - September 2013
Starfish Real Estate June 2011 - November 2011
Skills
Financial Planning, Investment Management, Investment Advisory, Series 7, Wealth Management
Education
Florida Atlantic University - College of Business 2008 — 2011
Bachelor of Business Administration (BBA), Finance
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank