Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Tommy Rothwell Tommy Rothwell's Merrill Lynch Experience June 2006 - November 2013
Job Asset Wealth Management at Deutsche Bank
Industry Marketing and Advertising
Experience
Deutsche Bank June 2014 - Present
The Brumos Companies April 2014 - June 2014
CT Transport February 2014 - March 2014
Liberty Oilfield Services January 2014 - February 2014
Merrill Lynch June 2006 - November 2013
Merril Lynch August 2003 - June 2006
Merrill Lynch August 2002 - August 2003
Merrill Lynch April 2000 - August 2002
Citibank November 1999 - April 2000
Enterprise Rent-A-Car June 1999 - November 1999
Skills
Sales, Customer Service, 401k, Series 7, Marketing, Retirement Planning, Annuities, Financial Analysis, Finance, Mechanical Aptitude, Truck Driving, Oil & Gas Industry, Oilfield, Relationship Management, Retirement, Mutual Funds, Investments, Securities, Financial Services, Investment Advisory, Equities, Trading, Bloomberg, Portfolio Management, Series 24, Series 9, Series 10, Series 66, Loans, Credit, Wealth Management, Asset Allocation, Financial Advisory, Bonds, Risk Management, Life Insurance, Employee Benefits, Investment Strategies, Alternative Investments, Investment Management, Equity Trading, Financial Structuring, Bloomberg Terminal, Asset Management, Foreign Exchange, Fixed Income, Financial Markets, Financial Risk
Education
Florida State University 1997 — 1999
Bachelor's Degree, Poltical Science and Economics
Florida Community College at Jacksonville 1995 — 1997
Associate's Degree
Terry Parker 1992 — 1995
High School
National Training
Commercial Drivers License
Deutsche Bank June 2014 - Present
The Brumos Companies April 2014 - June 2014
CT Transport February 2014 - March 2014
Liberty Oilfield Services January 2014 - February 2014
Merrill Lynch June 2006 - November 2013
Merril Lynch August 2003 - June 2006
Merrill Lynch August 2002 - August 2003
Merrill Lynch April 2000 - August 2002
Citibank November 1999 - April 2000
Enterprise Rent-A-Car June 1999 - November 1999
Skills
Sales, Customer Service, 401k, Series 7, Marketing, Retirement Planning, Annuities, Financial Analysis, Finance, Mechanical Aptitude, Truck Driving, Oil & Gas Industry, Oilfield, Relationship Management, Retirement, Mutual Funds, Investments, Securities, Financial Services, Investment Advisory, Equities, Trading, Bloomberg, Portfolio Management, Series 24, Series 9, Series 10, Series 66, Loans, Credit, Wealth Management, Asset Allocation, Financial Advisory, Bonds, Risk Management, Life Insurance, Employee Benefits, Investment Strategies, Alternative Investments, Investment Management, Equity Trading, Financial Structuring, Bloomberg Terminal, Asset Management, Foreign Exchange, Fixed Income, Financial Markets, Financial Risk
Education
Florida State University 1997 — 1999
Bachelor's Degree, Poltical Science and Economics
Florida Community College at Jacksonville 1995 — 1997
Associate's Degree
Terry Parker 1992 — 1995
High School
National Training
Commercial Drivers License
Ken Middlebrooks's Merrill Lynch Experience December 2004 - December 2007
Job Vice President, Registered Market Sales Manager at Bank of America Merrill Edge
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2012 - February 2015
LPL Financial December 2007 - May 2012
Merrill Lynch December 2004 - December 2007
Prudential Financial December 2003 - December 2004
Peninsula Asset Management, Inc January 1995 - December 1995
Education
Florida State University 1990 — 1994
BS Economics, Economics, Finance
Florida State University 1990 — 1994
Bachelor of Science, Economics
Bank of America Merrill Lynch July 2012 - February 2015
LPL Financial December 2007 - May 2012
Merrill Lynch December 2004 - December 2007
Prudential Financial December 2003 - December 2004
Peninsula Asset Management, Inc January 1995 - December 1995
Education
Florida State University 1990 — 1994
BS Economics, Economics, Finance
Florida State University 1990 — 1994
Bachelor of Science, Economics
Candace Collins's Merrill Lynch Experience 2010 - 2011
Job Retirement Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
Merrill Lynch 2010 - 2011
VALIC 2008 - 2010
Skills
Investments, Financial Markets, Finance, Retirement Planning, 401k, Sales, Investment Strategies
Education
Florida State University
B.S.
Fidelity Investments 2011 - Present
Merrill Lynch 2010 - 2011
VALIC 2008 - 2010
Skills
Investments, Financial Markets, Finance, Retirement Planning, 401k, Sales, Investment Strategies
Education
Florida State University
B.S.
Taylor Rowe Taylor Rowe's Merrill Lynch Experience August 2012 - December 2012
Job Internal Auditor at Web.com
Industry Internet
Experience
Fortegra Financial June 2013 - April 2015
Southeastern Grocers April 2015 - 2015
Merrill Lynch August 2012 - December 2012
Tallahassee Community College August 2010 - May 2011
Tallahassee Community College July 2010 - April 2011
State House of February 2010 - April 2010
Skills
Risk Management, Leadership, Financial Analysis, Budgets, Customer Service, Leadership Development, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Time Management, Public Speaking, Outlook, Research
Education
Florida State University 2011 — 2013
Bachelor of Science, Finance major (Cum Laude)
Fortegra Financial June 2013 - April 2015
Southeastern Grocers April 2015 - 2015
Merrill Lynch August 2012 - December 2012
Tallahassee Community College August 2010 - May 2011
Tallahassee Community College July 2010 - April 2011
State House of February 2010 - April 2010
Skills
Risk Management, Leadership, Financial Analysis, Budgets, Customer Service, Leadership Development, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Time Management, Public Speaking, Outlook, Research
Education
Florida State University 2011 — 2013
Bachelor of Science, Finance major (Cum Laude)
Barry Krugliak's Merrill Lynch Experience April 2015 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Merrill Lynch January 2014 - April 2015
Law Office of Chris Ochoa March 2013 - November 2013
Amcomm Wireless June 2012 - March 2013
Amcomm Wireless April 2011 - May 2012
Cellular Sales June 2009 - April 2011
Skills
Leadership, Sales Management, Marketing, Product Management, Inventory Management, Job Scheduling, Increased Profitability, Community Outreach, Great Networker, Sales Presentations, Business Networking, Chambers of Commerce, Coordinating Events, Cold Calling, Networking
Education
Florida State University 2003 — 2008
Bachelor of Science (B.S.), Political Science and Government
Merrill Lynch April 2015 - Present
Merrill Lynch January 2014 - April 2015
Law Office of Chris Ochoa March 2013 - November 2013
Amcomm Wireless June 2012 - March 2013
Amcomm Wireless April 2011 - May 2012
Cellular Sales June 2009 - April 2011
Skills
Leadership, Sales Management, Marketing, Product Management, Inventory Management, Job Scheduling, Increased Profitability, Community Outreach, Great Networker, Sales Presentations, Business Networking, Chambers of Commerce, Coordinating Events, Cold Calling, Networking
Education
Florida State University 2003 — 2008
Bachelor of Science (B.S.), Political Science and Government
Pat Augustine Pat Augustine's Merrill Lynch Experience November 2000 - July 2001
Job Sr Analyst, Operating Systems at Convergys
Industry Human Resources
Experience
Convergys January 2013 - Present
NorthgateArinso May 2011 - December 2012
Web.com November 2010 - May 2011
Bank of America September 2009 - September 2010
Convergys July 2008 - September 2009
Rackspace Hosting April 2007 - May 2008
JEA March 2007 - April 2007
CSX Technology April 2006 - March 2007
US Army Corps of Engineers September 2001 - April 2006
Merrill Lynch November 2000 - July 2001
Skills
Solaris, Linux, Tru64, AIX, DNS, DHCP, NIS, NFS, Unix Shell Scripting, Sendmail, RHCE, PHP, Apache, MySQL, TCP/IP, ESXi, Red Hat Linux, Suse, Solaris Volume Manager, SCO Unix, Mac OS X, VMware Fusion, Parallels, Disaster Recovery, Unix, Perl, Servers, Troubleshooting, RHEL, Data Center, IBM AIX, Shell Scripting, OS X
Education
Pensacola Junior College 1976 — 1981
Computer Science
Florida Community College at Jacksonville
Convergys January 2013 - Present
NorthgateArinso May 2011 - December 2012
Web.com November 2010 - May 2011
Bank of America September 2009 - September 2010
Convergys July 2008 - September 2009
Rackspace Hosting April 2007 - May 2008
JEA March 2007 - April 2007
CSX Technology April 2006 - March 2007
US Army Corps of Engineers September 2001 - April 2006
Merrill Lynch November 2000 - July 2001
Skills
Solaris, Linux, Tru64, AIX, DNS, DHCP, NIS, NFS, Unix Shell Scripting, Sendmail, RHCE, PHP, Apache, MySQL, TCP/IP, ESXi, Red Hat Linux, Suse, Solaris Volume Manager, SCO Unix, Mac OS X, VMware Fusion, Parallels, Disaster Recovery, Unix, Perl, Servers, Troubleshooting, RHEL, Data Center, IBM AIX, Shell Scripting, OS X
Education
Pensacola Junior College 1976 — 1981
Computer Science
Florida Community College at Jacksonville
Brittany Hamlin Brittany Hamlin's Merrill Lynch Experience September 2006 - February 2008
Job Staffing & Sales Manager at Randstad
Industry Human Resources
Experience
Randstad July 2015 - Present
Randstad November 2012 - Present
Marsh Landing Country Club August 2009 - October 2012
Merrill Lynch September 2006 - February 2008
Skills
Human Resources, Recruiting, Sales, Account Management, Talent Management, Permanent Placement, Temporary Staffing, Team Leadership, Sourcing, Temporary Placement, Employee Relations, Leadership, Applicant Tracking..., Customer Service, Management, Talent Acquisition
Education
Florida State College at Jacksonville
Randstad July 2015 - Present
Randstad November 2012 - Present
Marsh Landing Country Club August 2009 - October 2012
Merrill Lynch September 2006 - February 2008
Skills
Human Resources, Recruiting, Sales, Account Management, Talent Management, Permanent Placement, Temporary Staffing, Team Leadership, Sourcing, Temporary Placement, Employee Relations, Leadership, Applicant Tracking..., Customer Service, Management, Talent Acquisition
Education
Florida State College at Jacksonville
Jeremy Lansat Jeremy Lansat's Merrill Lynch Experience February 2014 - Present
Job Senior Vice President of Wealth Management and Portfolio Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Morgan Stanley October 2003 - February 2014
The Weiss Group, Inc. November 2001 - October 2003
Citigroup Asset Management Smith Barney Offshore Mutual Fund Desk May 2000 - August 2000
Skills
Estate Planning, Strategic Financial..., Lending Services, Municipal Bonds, Business Succession..., Insurance Services, Fixed Income Analysis, Asset Management..., Professional Portfolio..., Series 7 - NYSE/NASD..., Series 63 - Uniform..., Series 65 - Investment..., 2-14 Life & Variable..., Alternative Investments, Uniform Combined State..., 401k, Succession Planning, Series 63, Mutual Funds, Insurance, Series 65, Series 7, Wealth Management, Securities, Asset Managment, Financial Services, Investments, Portfolio Management, Investment Strategies, Finance, Financial Advisory, Asset Allocation, Wealth Management..., Retirement Planning, Investment Advisory, Life Insurance, High Net Worth..., Mortgage Lending, Banking, Commercial Lending, Asset Management, Financial Markets, Financial Planning, Hedge Funds, Options
Education
Florida State University
Florida State University
Bachelor of Science (B.S.), Finance and Business Administration
Palm Beach Atlantic University
MBA, Business Administration & Finance
Merrill Lynch February 2014 - Present
Morgan Stanley October 2003 - February 2014
The Weiss Group, Inc. November 2001 - October 2003
Citigroup Asset Management Smith Barney Offshore Mutual Fund Desk May 2000 - August 2000
Skills
Estate Planning, Strategic Financial..., Lending Services, Municipal Bonds, Business Succession..., Insurance Services, Fixed Income Analysis, Asset Management..., Professional Portfolio..., Series 7 - NYSE/NASD..., Series 63 - Uniform..., Series 65 - Investment..., 2-14 Life & Variable..., Alternative Investments, Uniform Combined State..., 401k, Succession Planning, Series 63, Mutual Funds, Insurance, Series 65, Series 7, Wealth Management, Securities, Asset Managment, Financial Services, Investments, Portfolio Management, Investment Strategies, Finance, Financial Advisory, Asset Allocation, Wealth Management..., Retirement Planning, Investment Advisory, Life Insurance, High Net Worth..., Mortgage Lending, Banking, Commercial Lending, Asset Management, Financial Markets, Financial Planning, Hedge Funds, Options
Education
Florida State University
Florida State University
Bachelor of Science (B.S.), Finance and Business Administration
Palm Beach Atlantic University
MBA, Business Administration & Finance
Ashley Cone Ashley Cone's Merrill Lynch Experience August 2010 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2010 - Present
State of Florida - Office the Chief Financial Officer January 2008 - April 2010
State of Florida - Office the Chief Financial Officer May 2007 - December 2007
Skills
Presentation Skills, Critical Thinking, Problem Solving, Financial Analysis, Data Analysis, People Management, People-oriented, Microsoft Excel, MS Excel Pivot Tables, PowerPoint, DTC, SunGard, CRD
Education
University of North Florida 2010 — 2012
Master of Business Administration (MBA)
Florida State University 2004 — 2007
Bachelor of Science (BS), Finance and Real Estate
Merrill Lynch August 2010 - Present
State of Florida - Office the Chief Financial Officer January 2008 - April 2010
State of Florida - Office the Chief Financial Officer May 2007 - December 2007
Skills
Presentation Skills, Critical Thinking, Problem Solving, Financial Analysis, Data Analysis, People Management, People-oriented, Microsoft Excel, MS Excel Pivot Tables, PowerPoint, DTC, SunGard, CRD
Education
University of North Florida 2010 — 2012
Master of Business Administration (MBA)
Florida State University 2004 — 2007
Bachelor of Science (BS), Finance and Real Estate
Shaunn Lobo Shaunn Lobo's Merrill Lynch Experience April 2007 - January 2009
Job Experienced Financial Representative
Industry Financial Services
Experience
EverBank November 2014 - Present
Chase April 2012 - November 2014
PHH Mortgage September 2011 - April 2012
Bank of America May 2010 - August 2011
AT&T April 2009 - March 2010
Merrill Lynch April 2007 - January 2009
Circuit City August 2005 - August 2007
Best Buy October 2004 - August 2005
Skills
Microsoft Word, Microsoft Excel, Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Credit, Refinance, FHA, Residential Mortgages, Credit Analysis, Banking, Underwriting, Consumer Lending, Retirement Benefits, Financial Analysis, Telecommunications, Microsoft Exchange, Government Loans, Foreclosures, Retirement Savings, Equity Trading
Education
Florida State College at Jacksonville 2005 — 2011
Associate of Arts (A.A.), Computer Science
EverBank November 2014 - Present
Chase April 2012 - November 2014
PHH Mortgage September 2011 - April 2012
Bank of America May 2010 - August 2011
AT&T April 2009 - March 2010
Merrill Lynch April 2007 - January 2009
Circuit City August 2005 - August 2007
Best Buy October 2004 - August 2005
Skills
Microsoft Word, Microsoft Excel, Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Credit, Refinance, FHA, Residential Mortgages, Credit Analysis, Banking, Underwriting, Consumer Lending, Retirement Benefits, Financial Analysis, Telecommunications, Microsoft Exchange, Government Loans, Foreclosures, Retirement Savings, Equity Trading
Education
Florida State College at Jacksonville 2005 — 2011
Associate of Arts (A.A.), Computer Science
Amanda Wald's Merrill Lynch Experience March 2012 - Present
Job Merrill Lynch Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Soleil Securities Corporation October 2010 - February 2012
Nordstrom May 2006 - August 2009
Skills
Access, Finance, Hedge Funds, Management, Salesforce.com, Securities, Trading, Customer Service, Sales, Investments, Microsoft Office, Analysis, Equities
Education
Florida State University - College of Business 2006 — 2010
Florida State University
Bachelor of Science, Finance and Entrepreneurship
Merrill Lynch March 2012 - Present
Soleil Securities Corporation October 2010 - February 2012
Nordstrom May 2006 - August 2009
Skills
Access, Finance, Hedge Funds, Management, Salesforce.com, Securities, Trading, Customer Service, Sales, Investments, Microsoft Office, Analysis, Equities
Education
Florida State University - College of Business 2006 — 2010
Florida State University
Bachelor of Science, Finance and Entrepreneurship
Angelo Esposito, CFP®'s Merrill Lynch Experience January 2006 - Present
Job First Vice President Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch January 2006 - Present
Education
Florida State University 2002 — 2004
B.S., Business
Merrill Lynch January 2006 - Present
Education
Florida State University 2002 — 2004
B.S., Business
Alexandra Valdes's Merrill Lynch Experience August 2012 - December 2012
Job Account Manager at Kforce
Industry Staffing and Recruiting
Experience
Kforce January 2014 - Present
Medical Optics June 2013 - December 2013
Merrill Lynch August 2012 - December 2012
Schifino Lee Advertising + Branding May 2010 - June 2010
Skills
Organization, Management, Team Building, Strategic Planning, Finance, Marketing Communications, Community Outreach, Customer Service, Access, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Event Management, Event Planning, Social Networking, Leadership, Budgets, Sales, Time Management, Research, Marketing, PowerPoint, Public Speaking, Account Management, Customer Satisfaction, New Business Development, Public Relations, Advertising, Social Media
Education
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing, Senior
Kforce January 2014 - Present
Medical Optics June 2013 - December 2013
Merrill Lynch August 2012 - December 2012
Schifino Lee Advertising + Branding May 2010 - June 2010
Skills
Organization, Management, Team Building, Strategic Planning, Finance, Marketing Communications, Community Outreach, Customer Service, Access, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Event Management, Event Planning, Social Networking, Leadership, Budgets, Sales, Time Management, Research, Marketing, PowerPoint, Public Speaking, Account Management, Customer Satisfaction, New Business Development, Public Relations, Advertising, Social Media
Education
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing, Senior
Cristina Puignau Cristina Puignau's Merrill Lynch Experience 2006 - 2011
Job Sr. Systems Analyst Seeking Employment
Industry Information Technology and Services
Experience
West Valley - Mission Community College District August 2014 - July 2015
Carlisle and Gallagher Consulting Group Inc. April 2013 - March 2014
BINEC Computer Services Inc. February 2012 - April 2013
Merrill Lynch 2006 - 2011
Kemper Auto and Home January 2003 - June 2006
Merrill Lynch 1999 - 2002
Maxim Group Inc 1995 - 1999
Merrill Lynch July 1986 - 1995
Skills
CICS, Visio, COBOL, Business Analysis, VSAM, Vendor Management, Process Improvement, Requirements Analysis, JCL, SDLC, Analysis, SharePoint, MS Project, Access, Quality Assurance, SQL, DB2, Team Building, Risk Management, Windows, Customer Relations, Integration, Team Leadership, Excel, Microsoft Office, Problem Solving, TSO, Testing, Documentation, Mainframe, Change Management, Coaching, Outlook, Troubleshooting, Databases, Rational Clear Case, Microsoft SharePoint, Software Documentation, Project Management, Requirements Gathering
Education
University of Phoenix 2003 — 2005
Business Management
Florida Community College at Jacksonville 2000 — 2002
Associate in Arts, Biology
CHUBB INSTITUTE 1984 — 1985
DEGREE IN COMPUTER PROGRAMMING, COMPUTER PROGRAMMING
UNVERSITY OF MIAMI 1978 — 1980
BIOLOGY AND ATMOSPHERIC SCIENCES
West Valley - Mission Community College District August 2014 - July 2015
Carlisle and Gallagher Consulting Group Inc. April 2013 - March 2014
BINEC Computer Services Inc. February 2012 - April 2013
Merrill Lynch 2006 - 2011
Kemper Auto and Home January 2003 - June 2006
Merrill Lynch 1999 - 2002
Maxim Group Inc 1995 - 1999
Merrill Lynch July 1986 - 1995
Skills
CICS, Visio, COBOL, Business Analysis, VSAM, Vendor Management, Process Improvement, Requirements Analysis, JCL, SDLC, Analysis, SharePoint, MS Project, Access, Quality Assurance, SQL, DB2, Team Building, Risk Management, Windows, Customer Relations, Integration, Team Leadership, Excel, Microsoft Office, Problem Solving, TSO, Testing, Documentation, Mainframe, Change Management, Coaching, Outlook, Troubleshooting, Databases, Rational Clear Case, Microsoft SharePoint, Software Documentation, Project Management, Requirements Gathering
Education
University of Phoenix 2003 — 2005
Business Management
Florida Community College at Jacksonville 2000 — 2002
Associate in Arts, Biology
CHUBB INSTITUTE 1984 — 1985
DEGREE IN COMPUTER PROGRAMMING, COMPUTER PROGRAMMING
UNVERSITY OF MIAMI 1978 — 1980
BIOLOGY AND ATMOSPHERIC SCIENCES
Don DeVito's Merrill Lynch Experience June 2014 - August 2014
Job Finance and Professional Sales B.S. 2016
Industry Financial Services
Experience
Coliseum Nightclub June 2015 - Present
101 Restaurant May 2015 - Present
6 Pillars Financial Advisors April 2015 - Present
Coliseum Nightclub September 2013 - Present
Merrill Lynch June 2014 - August 2014
Vale Food Co. January 2013 - January 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Data Analysis, Social Media, Public Speaking, Finance, Customer Service, Social Networking, Social Media Marketing, Event Planning
Education
Florida State University 2012 — 2016
Bachelor's Degree, Finance, General, Junior
Florida State University 2012 — 2016
Bachelor's Degree, Professional sales, Junior
Coliseum Nightclub June 2015 - Present
101 Restaurant May 2015 - Present
6 Pillars Financial Advisors April 2015 - Present
Coliseum Nightclub September 2013 - Present
Merrill Lynch June 2014 - August 2014
Vale Food Co. January 2013 - January 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Data Analysis, Social Media, Public Speaking, Finance, Customer Service, Social Networking, Social Media Marketing, Event Planning
Education
Florida State University 2012 — 2016
Bachelor's Degree, Finance, General, Junior
Florida State University 2012 — 2016
Bachelor's Degree, Professional sales, Junior
Brittany D'Annunzio's Merrill Lynch Experience May 2011 - July 2011
Job Marketing Coordinator at Aaxon Laundry Systems
Industry Marketing and Advertising
Experience
Aaxon Laundry Systems June 2014 - Present
On the Ball Marketing July 2013 - May 2014
BC Network Media May 2012 - August 2012
Merrill Lynch May 2011 - July 2011
Aaxon Laundry Systems May 2010 - August 2010
Skills
Social Media Marketing, Marketing, Facebook, Social Media, Blogging, PowerPoint, Microsoft Excel, bascamp, Prezi, Facebook Advertising, Twitter Engagement, Google Analytics, WordPress, Time Management, Sales, Creative Direction, Microsoft Office, Customer Service, Event Planning, Management, Advertising, Social Networking
Education
Florida State University 2009 — 2013
Bachelor of Science, Marketing, Senior
Aaxon Laundry Systems June 2014 - Present
On the Ball Marketing July 2013 - May 2014
BC Network Media May 2012 - August 2012
Merrill Lynch May 2011 - July 2011
Aaxon Laundry Systems May 2010 - August 2010
Skills
Social Media Marketing, Marketing, Facebook, Social Media, Blogging, PowerPoint, Microsoft Excel, bascamp, Prezi, Facebook Advertising, Twitter Engagement, Google Analytics, WordPress, Time Management, Sales, Creative Direction, Microsoft Office, Customer Service, Event Planning, Management, Advertising, Social Networking
Education
Florida State University 2009 — 2013
Bachelor of Science, Marketing, Senior
Aaron Darnell's Merrill Lynch Experience May 2010 - November 2010
Job Senior Assistant Director of Finance & Accounting
Industry Hospitality
Experience
Marco Island Marriott Beach Resort, Golf Club & Spa August 2015 - Present
The Ritz-Carlton Hotel Company L.L.C. February 2014 - August 2015
Marriott International May 2011 - February 2014
Mark Carr C.P.A, & Associates March 2010 - April 2011
TutoringZone September 2008 - April 2011
Merrill Lynch May 2010 - November 2010
David C. Fine, C.P.A., P.A. April 2009 - August 2009
Skills
Advertising, Customer Service, PowerPoint, Microsoft Excel, Tax, Leadership, Microsoft Office, Financial Analysis, Microsoft Word, Teamwork, Time Management, Hospitality, Outlook, Budgets, Forecasting, Management
Education
Florida State University 2007 — 2011
Marco Island Marriott Beach Resort, Golf Club & Spa August 2015 - Present
The Ritz-Carlton Hotel Company L.L.C. February 2014 - August 2015
Marriott International May 2011 - February 2014
Mark Carr C.P.A, & Associates March 2010 - April 2011
TutoringZone September 2008 - April 2011
Merrill Lynch May 2010 - November 2010
David C. Fine, C.P.A., P.A. April 2009 - August 2009
Skills
Advertising, Customer Service, PowerPoint, Microsoft Excel, Tax, Leadership, Microsoft Office, Financial Analysis, Microsoft Word, Teamwork, Time Management, Hospitality, Outlook, Budgets, Forecasting, Management
Education
Florida State University 2007 — 2011
Paulina Cromwell Paulina Cromwell's Merrill Lynch Experience August 2011 - April 2012
Job Investment Sales Associate at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management November 2014 - Present
Northern Trust Asset Management June 2014 - December 2014
Northern Trust Corporation March 2013 - June 2014
Northern Trust August 2012 - March 2013
Merrill Lynch August 2011 - April 2012
Gibraltar Private Bank & Trust May 2011 - August 2011
Skills
Portfolio Management, Credit Analysis, Credit, Banking, Finance, Financial Analysis
Education
Florida State University 2008 — 2012
BS, Finance; Minor in History
Northern Trust Asset Management November 2014 - Present
Northern Trust Asset Management June 2014 - December 2014
Northern Trust Corporation March 2013 - June 2014
Northern Trust August 2012 - March 2013
Merrill Lynch August 2011 - April 2012
Gibraltar Private Bank & Trust May 2011 - August 2011
Skills
Portfolio Management, Credit Analysis, Credit, Banking, Finance, Financial Analysis
Education
Florida State University 2008 — 2012
BS, Finance; Minor in History
Catherine Greer Catherine Greer's Merrill Lynch Experience March 1999 - April 2002
Job Everbank Learning Solutions and Performance Specialist
Industry Financial Services
Experience
EverBank November 2014 - Present
Time to Teach/ Center for Teacher Effectiveness July 2014 - November 2014
EXIT Real Estate Gallery June 2005 - November 2014
PHH Mortgage August 2013 - May 2014
PHH Mortgage May 2012 - August 2013
PHH Mortgage April 2010 - May 2012
Enterprise Rent-A-Car April 2008 - April 2010
Morgan Stanley Wealth Management June 2002 - June 2003
Merrill Lynch March 1999 - April 2002
Prudential Financial March 1997 - February 1999
Skills
Training, Training Delivery, Public Speaking, Facilitations, E-Learning, Instructional Design, Job Coaching, Employee Engagement, Management, Performance Management, Portfolio Management, Financial Analysis, Learning Management..., Business Process..., Leadership Development, Strategic Planning, Real Estate, Stock Market, Annuity Sales, Strategic Consulting, Training Needs Analysis, Facilitation, Credit, Customer Service, Leadership, Mortgage Banking, Mortgage Lending, Banking
Education
Florida State College at Jacksonville
Kaplan University
University of Florida
University of North Florida
Finance and Financial Management Services
EverBank November 2014 - Present
Time to Teach/ Center for Teacher Effectiveness July 2014 - November 2014
EXIT Real Estate Gallery June 2005 - November 2014
PHH Mortgage August 2013 - May 2014
PHH Mortgage May 2012 - August 2013
PHH Mortgage April 2010 - May 2012
Enterprise Rent-A-Car April 2008 - April 2010
Morgan Stanley Wealth Management June 2002 - June 2003
Merrill Lynch March 1999 - April 2002
Prudential Financial March 1997 - February 1999
Skills
Training, Training Delivery, Public Speaking, Facilitations, E-Learning, Instructional Design, Job Coaching, Employee Engagement, Management, Performance Management, Portfolio Management, Financial Analysis, Learning Management..., Business Process..., Leadership Development, Strategic Planning, Real Estate, Stock Market, Annuity Sales, Strategic Consulting, Training Needs Analysis, Facilitation, Credit, Customer Service, Leadership, Mortgage Banking, Mortgage Lending, Banking
Education
Florida State College at Jacksonville
Kaplan University
University of Florida
University of North Florida
Finance and Financial Management Services
Matthew Grunewald's Merrill Lynch Experience April 2001 - January 2004
Job Instructional Designer / Project Manager at TDP, LLC
Industry Education Management
Experience
TDP, LLC December 2014 - Present
United States Department of Defense October 2013 - November 2014
EF Englishtown September 2011 - October 2013
Acrolecture LLC February 2007 - December 2011
United States Department of Defense September 2010 - September 2011
Maxwell Stamp (NIMA) June 2010 - September 2010
Qassim University September 2009 - June 2010
Anderson Mori and Tomotsune January 2007 - December 2008
Professional Development Schools January 2004 - December 2007
Merrill Lynch April 2001 - January 2004
Skills
E-Learning, Instructional Design, Curriculum Development, Adult Education, E-learning Development, Training, Agile Methodologies, Scrum, Corporate Training, Editing, Project Management, Curriculum Design, Teacher Training, ADDIE, Articulate Storyline, Captivate, Educational Technology, Blended Learning, Educational Leadership, Intercultural..., Instructor-led Training, Distance Learning, Proofreading, Instructional Technology, Classroom Instruction, Training Delivery, Course Development, Learning Management, Blended Learning..., Staff Development, Translation, TESOL, Foreign Languages, Strategic Visionary, Teaching Adults, International Education, ESL, Mortgage, Needs Analysis, Technical Writing, Higher Education, Research, Public Speaking, Courses, Leadership Development, Classroom, Teaching, Language Teaching, Program Management, Coaching
Education
Temple University 2010 — 2011
Certificate in Technologies
University of Phoenix 2008 — 2010
Master of Arts
Florida State University 1996 — 2000
Bachelor of Science
TDP, LLC December 2014 - Present
United States Department of Defense October 2013 - November 2014
EF Englishtown September 2011 - October 2013
Acrolecture LLC February 2007 - December 2011
United States Department of Defense September 2010 - September 2011
Maxwell Stamp (NIMA) June 2010 - September 2010
Qassim University September 2009 - June 2010
Anderson Mori and Tomotsune January 2007 - December 2008
Professional Development Schools January 2004 - December 2007
Merrill Lynch April 2001 - January 2004
Skills
E-Learning, Instructional Design, Curriculum Development, Adult Education, E-learning Development, Training, Agile Methodologies, Scrum, Corporate Training, Editing, Project Management, Curriculum Design, Teacher Training, ADDIE, Articulate Storyline, Captivate, Educational Technology, Blended Learning, Educational Leadership, Intercultural..., Instructor-led Training, Distance Learning, Proofreading, Instructional Technology, Classroom Instruction, Training Delivery, Course Development, Learning Management, Blended Learning..., Staff Development, Translation, TESOL, Foreign Languages, Strategic Visionary, Teaching Adults, International Education, ESL, Mortgage, Needs Analysis, Technical Writing, Higher Education, Research, Public Speaking, Courses, Leadership Development, Classroom, Teaching, Language Teaching, Program Management, Coaching
Education
Temple University 2010 — 2011
Certificate in Technologies
University of Phoenix 2008 — 2010
Master of Arts
Florida State University 1996 — 2000
Bachelor of Science
Ben Storey, CFP(R), CRPC Ben Storey, CFP(R), CRPC's Merrill Lynch Experience July 2012 - Present
Job Vice President, Personal Retirement Strategy & Solutions at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2012 - Present
Merrill Lynch February 2010 - July 2012
Merrill Lynch July 2004 - January 2010
Merrill Lynch January 2004 - June 2004
Merrill Lynch March 2002 - December 2003
Merrill Lynch January 2001 - March 2002
Morgan Stanley February 2000 - December 2000
Merrill Lynch April 1999 - February 2000
Merrill Lynch December 1997 - April 1999
Skills
Retirement, Series 7, Retirement Planning, Financial Advisory, Asset Allocation, Series 63, Finance, IRAs, Investments, Fixed Annuities, Wealth Management, FINRA, Series 65, Florida Life, Financial Planning, Financial Services, Public Speaking, CERTIFIED FINANCIAL..., Chartered Retirement..., Series 9, Series 10, Series 31, Florida Life, Health,..., Social Security, Medicare, 401k, Management, Mutual Funds, Asset Management, Investment Advisory, Photography, Underwater Photography, Divemaster, Technical Diving, Scuba Diving
Education
Florida State University 1993 — 1997
Bachelor of Science, Economics
Merrill Lynch July 2012 - Present
Merrill Lynch February 2010 - July 2012
Merrill Lynch July 2004 - January 2010
Merrill Lynch January 2004 - June 2004
Merrill Lynch March 2002 - December 2003
Merrill Lynch January 2001 - March 2002
Morgan Stanley February 2000 - December 2000
Merrill Lynch April 1999 - February 2000
Merrill Lynch December 1997 - April 1999
Skills
Retirement, Series 7, Retirement Planning, Financial Advisory, Asset Allocation, Series 63, Finance, IRAs, Investments, Fixed Annuities, Wealth Management, FINRA, Series 65, Florida Life, Financial Planning, Financial Services, Public Speaking, CERTIFIED FINANCIAL..., Chartered Retirement..., Series 9, Series 10, Series 31, Florida Life, Health,..., Social Security, Medicare, 401k, Management, Mutual Funds, Asset Management, Investment Advisory, Photography, Underwater Photography, Divemaster, Technical Diving, Scuba Diving
Education
Florida State University 1993 — 1997
Bachelor of Science, Economics
Ashleigh Brooker, CFP® Ashleigh Brooker, CFP®'s Merrill Lynch Experience September 2005 - December 2005
Job Principal, A. J. Brooker Financial Associates
Industry Financial Services
Experience
A. J. Brooker Financial Associates July 2011 - Present
Edward Jones and Company February 2006 - May 2010
Merrill Lynch September 2005 - December 2005
SunTrust Bank June 2004 - August 2004
Philip Morris USA May 2003 - August 2003
Goldman Sachs and Company June 2002 - August 2002
Skills
Certified Financial..., Personal Financial..., financial edu, Retirement Planning, Charitable Gift Planning, Estate Planning, Insurance, Wealth Management, Multi-generational..., Multi-generational...
Education
Oglethorpe University 2009 — 2010
CERTIFIED FINANCIAL PLANNER™, Professional Financial Planning Program
Florida State University 2004 — 2005
MBA, 2005
North Carolina Agricultural and Technical State University 2000 — 2004
Bachelor of Science, Finance
Richland Northeast High School 1996 — 2000
High School Diploma
A. J. Brooker Financial Associates July 2011 - Present
Edward Jones and Company February 2006 - May 2010
Merrill Lynch September 2005 - December 2005
SunTrust Bank June 2004 - August 2004
Philip Morris USA May 2003 - August 2003
Goldman Sachs and Company June 2002 - August 2002
Skills
Certified Financial..., Personal Financial..., financial edu, Retirement Planning, Charitable Gift Planning, Estate Planning, Insurance, Wealth Management, Multi-generational..., Multi-generational...
Education
Oglethorpe University 2009 — 2010
CERTIFIED FINANCIAL PLANNER™, Professional Financial Planning Program
Florida State University 2004 — 2005
MBA, 2005
North Carolina Agricultural and Technical State University 2000 — 2004
Bachelor of Science, Finance
Richland Northeast High School 1996 — 2000
High School Diploma
Ashley Liz's Merrill Lynch Experience May 2012 - September 2012
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments September 2013 - July 2014
Fidelity Investments July 2013 - September 2013
Fidelity Investments September 2012 - July 2013
Merrill Lynch May 2012 - September 2012
Convergys October 2011 - January 2012
RuffaloCODY April 2010 - June 2011
United Way of America January 2011 - April 2011
Early Learning Coalition of the Big Bend Region September 2009 - April 2011
RuffaloCODY August 2009 - April 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Cold Calling, Oral & Written..., Negotiation, Selling Skills, Phone Skills, Phone Etiquette, Analysis, Report Writing, Credit Cards, Collections, Tax Preparation, Following Up, Following Directions, Outlook Express, Customer Service, Overseeing, Motivated self-starter, Enthusiasm to learn, Data Entry, Typing, Conflict Resolution, Client Billing, High Reliability
Education
Florida State University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Fidelity Investments July 2014 - Present
Fidelity Investments September 2013 - July 2014
Fidelity Investments July 2013 - September 2013
Fidelity Investments September 2012 - July 2013
Merrill Lynch May 2012 - September 2012
Convergys October 2011 - January 2012
RuffaloCODY April 2010 - June 2011
United Way of America January 2011 - April 2011
Early Learning Coalition of the Big Bend Region September 2009 - April 2011
RuffaloCODY August 2009 - April 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Cold Calling, Oral & Written..., Negotiation, Selling Skills, Phone Skills, Phone Etiquette, Analysis, Report Writing, Credit Cards, Collections, Tax Preparation, Following Up, Following Directions, Outlook Express, Customer Service, Overseeing, Motivated self-starter, Enthusiasm to learn, Data Entry, Typing, Conflict Resolution, Client Billing, High Reliability
Education
Florida State University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Josh Kuhbander Josh Kuhbander's Merrill Lynch Experience 2011 - 2013
Job at
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Merrill Lynch 2011 - 2013
Fidelity Investments 2008 - 2011
Northeast Securities May 2007 - August 2007
Skills
Investments, Retirement, Estate Planning, Finance, Retirement Planning, Wealth Management, Strategic Financial..., Series 7, Investment Advisory, Financial Analysis, Financial Modeling, Portfolio Management, Asset Managment, Insurance, Banking, Financial Advisory, Equities, Mutual Funds, Securities, Series 63, Financial Services, Asset Allocation
Education
University of North Florida 2010 — 2012
MBA, Finance
Florida State University 2004 — 2008
Bachelor of Science, Economics
Mandarin High School
Fidelity Investments January 2013 - Present
Merrill Lynch 2011 - 2013
Fidelity Investments 2008 - 2011
Northeast Securities May 2007 - August 2007
Skills
Investments, Retirement, Estate Planning, Finance, Retirement Planning, Wealth Management, Strategic Financial..., Series 7, Investment Advisory, Financial Analysis, Financial Modeling, Portfolio Management, Asset Managment, Insurance, Banking, Financial Advisory, Equities, Mutual Funds, Securities, Series 63, Financial Services, Asset Allocation
Education
University of North Florida 2010 — 2012
MBA, Finance
Florida State University 2004 — 2008
Bachelor of Science, Economics
Mandarin High School
David Overby David Overby's Merrill Lynch Experience April 2011 - December 2012
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Edge March 2014 - Present
Dow Jones 2013 - February 2014
Merrill Lynch April 2011 - December 2012
Spartan Capital Securities, LLC August 2010 - April 2011
Nestlé Waters North America August 2002 - July 2010
Skills
Sales, Portfolio Management, Microsoft Office, Insurance, Analysis, Management, Investments, Forecasting, Customer Service, Series 7, Market Research, Leadership, Financial Analysis, New Business Development, Budgets, Pricing, Financial Modeling, Finance, Banking, Accounting, Corporate Finance, Cold Calling
Education
Jacksonville University 2008 — 2010
Bachelor's degree, Davis College of Business
Florida State College at Jacksonville 2005 — 2007
Associate of Arts, General Studies
Merrill Edge March 2014 - Present
Dow Jones 2013 - February 2014
Merrill Lynch April 2011 - December 2012
Spartan Capital Securities, LLC August 2010 - April 2011
Nestlé Waters North America August 2002 - July 2010
Skills
Sales, Portfolio Management, Microsoft Office, Insurance, Analysis, Management, Investments, Forecasting, Customer Service, Series 7, Market Research, Leadership, Financial Analysis, New Business Development, Budgets, Pricing, Financial Modeling, Finance, Banking, Accounting, Corporate Finance, Cold Calling
Education
Jacksonville University 2008 — 2010
Bachelor's degree, Davis College of Business
Florida State College at Jacksonville 2005 — 2007
Associate of Arts, General Studies
Terry Luckett Terry Luckett's Merrill Lynch Experience June 1994 - December 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Bank of America October 2012 - Present
Bank of America July 2012 - October 2012
Bank of America January 2009 - November 2011
Merrill Lynch June 1994 - December 2008
Skills
Vendor Management, ITIL, IT Strategy, Business Analysis, Team Building, Production Support, People Management, Disaster Recovery, Incident Management, Desktop Support, Windows, Technical Support, Requirements Analysis, IT Management, Troubleshooting, Active Directory, Leadership, Project Portfolio..., Servers, Data Center, Information Technology, Management, IT Service Management, Integration, PMO, IT Operations, Risk Management, System Administration, Business Continuity, SharePoint, Enterprise Architecture, Process Improvement, Software Documentation, Security, Windows Server, Visio, Project Management
Education
Florida Community College at Jacksonville 1991 — 1993
Associate of Arts (A.A.)
Bank of America October 2012 - Present
Bank of America July 2012 - October 2012
Bank of America January 2009 - November 2011
Merrill Lynch June 1994 - December 2008
Skills
Vendor Management, ITIL, IT Strategy, Business Analysis, Team Building, Production Support, People Management, Disaster Recovery, Incident Management, Desktop Support, Windows, Technical Support, Requirements Analysis, IT Management, Troubleshooting, Active Directory, Leadership, Project Portfolio..., Servers, Data Center, Information Technology, Management, IT Service Management, Integration, PMO, IT Operations, Risk Management, System Administration, Business Continuity, SharePoint, Enterprise Architecture, Process Improvement, Software Documentation, Security, Windows Server, Visio, Project Management
Education
Florida Community College at Jacksonville 1991 — 1993
Associate of Arts (A.A.)
Peter Cuddy Peter Cuddy's Merrill Lynch Experience 2011 - October 2014
Job Financial Consultant at Santander Investments
Industry Financial Services
Experience
Merrill Edge April 2015 - Present
Santander Investment Services October 2014 - April 2015
Merrill Lynch 2011 - October 2014
Skills
Series 7, Series 63, Retirement Planning, Investments, Strategic Financial..., Retirement, Uniform Combined State..., Investment Advisory, Asset Allocation, Mutual Funds, Alternative Investments, Portfolio Management, Asset Management, Financial Advisory, Estate Planning, Financial Analysis, Fixed Annuities, 401k, Insurance, Risk Management, Financial Services, Life Insurance
Education
Florida State University 2002 — 2006
Bachelor of Science (B.S.), Finance
Florida State University 2002 — 2006
Bachelor of Science (B.S.), Real Estate
Merrill Edge April 2015 - Present
Santander Investment Services October 2014 - April 2015
Merrill Lynch 2011 - October 2014
Skills
Series 7, Series 63, Retirement Planning, Investments, Strategic Financial..., Retirement, Uniform Combined State..., Investment Advisory, Asset Allocation, Mutual Funds, Alternative Investments, Portfolio Management, Asset Management, Financial Advisory, Estate Planning, Financial Analysis, Fixed Annuities, 401k, Insurance, Risk Management, Financial Services, Life Insurance
Education
Florida State University 2002 — 2006
Bachelor of Science (B.S.), Finance
Florida State University 2002 — 2006
Bachelor of Science (B.S.), Real Estate
Timothy Dugan's Merrill Lynch Experience January 2007 - October 2011
Job Asset & Wealth Management Trade Surveillance, Team Manager
Industry Financial Services
Experience
Deutsche Bank September 2015 - Present
Deutsche Bank June 2013 - Present
Deutsche Asset Management October 2011 - June 2013
Merrill Lynch January 2007 - October 2011
Merrill Lynch October 2008 - June 2010
Merrill Lynch February 2008 - October 2008
Skills
Series 7, Process Improvement, Equities, Securities, Financial Analysis, Risk Management, Bloomberg, Derivatives, Mutual Funds, Wealth Management, Analysis, Investments, Investment Management, Trading, Training, Finance, Banking, Financial Modeling, Fixed Income, Strategic Financial..., Asset Management, Economics, FINRA, Trading Systems, Management, Due Diligence, Financial Markets, Series 24, Investment Strategies, Asset Allocation, ETFs, Relationship Management, Retirement, 401k, Series 63, Uniform Combined State..., Financial Services, Investment Advisory, Loans, Credit, Financial Advisory, Portfolio Management, Hedge Funds, Retirement Planning, Mergers & Acquisitions, Alternative Investments, Back Office, Capital Markets, Insurance, Project Management
Education
Jacksonville University 2008 — 2012
Master of Business Administration (M.B.A.)
Florida State University 2001 — 2006
Bachelor of Science, Economics
Deutsche Bank September 2015 - Present
Deutsche Bank June 2013 - Present
Deutsche Asset Management October 2011 - June 2013
Merrill Lynch January 2007 - October 2011
Merrill Lynch October 2008 - June 2010
Merrill Lynch February 2008 - October 2008
Skills
Series 7, Process Improvement, Equities, Securities, Financial Analysis, Risk Management, Bloomberg, Derivatives, Mutual Funds, Wealth Management, Analysis, Investments, Investment Management, Trading, Training, Finance, Banking, Financial Modeling, Fixed Income, Strategic Financial..., Asset Management, Economics, FINRA, Trading Systems, Management, Due Diligence, Financial Markets, Series 24, Investment Strategies, Asset Allocation, ETFs, Relationship Management, Retirement, 401k, Series 63, Uniform Combined State..., Financial Services, Investment Advisory, Loans, Credit, Financial Advisory, Portfolio Management, Hedge Funds, Retirement Planning, Mergers & Acquisitions, Alternative Investments, Back Office, Capital Markets, Insurance, Project Management
Education
Jacksonville University 2008 — 2012
Master of Business Administration (M.B.A.)
Florida State University 2001 — 2006
Bachelor of Science, Economics
Rosa Sarmiento's Merrill Lynch Experience March 2007 - May 2010
Job Logistics Specialist at AJC International
Industry Logistics and Supply Chain
Experience
AJC International February 2014 - Present
Caribbean Shipping October 2013 - December 2013
Merrill Lynch March 2007 - May 2010
Exit Realty December 2005 - March 2007
Richard A Miller; State Farm Insurance May 2001 - May 2004
Skills
Investments, Customer Service, Logistics, Financial Services, Property & Casualty..., Life Insurance, Microsoft Office, Retirement Planning, Securities, Spanish
Education
Florida State College at Jacksonville 2012 — 2016
Bachelor of Applied Science (BASc), Logistics, Materials, and Supply Chain Management
Florida State College at Jacksonville 2012 — 2013
Associate of Science (A.S.), Logistics, Materials, and Supply Chain Management, 3.5
AJC International February 2014 - Present
Caribbean Shipping October 2013 - December 2013
Merrill Lynch March 2007 - May 2010
Exit Realty December 2005 - March 2007
Richard A Miller; State Farm Insurance May 2001 - May 2004
Skills
Investments, Customer Service, Logistics, Financial Services, Property & Casualty..., Life Insurance, Microsoft Office, Retirement Planning, Securities, Spanish
Education
Florida State College at Jacksonville 2012 — 2016
Bachelor of Applied Science (BASc), Logistics, Materials, and Supply Chain Management
Florida State College at Jacksonville 2012 — 2013
Associate of Science (A.S.), Logistics, Materials, and Supply Chain Management, 3.5
Rick Latta Rick Latta's Merrill Lynch Experience January 1990 - May 1994
Job CEO Weston Financial Advisors
Industry Financial Services
Experience
Weston Financial Advisors February 2005 - Present
Nova Southeastern University December 2013 - Present
Nova Southeastern University January 2013 - Present
Financial Services Institute February 2013 - Present
Wachovia Securities Financial Network June 2000 - February 2005
Paine Webber May 1994 - June 2000
Merrill Lynch January 1990 - May 1994
Shearson L. December 1988 - January 1990
Prudential Bache October 1986 - December 1988
Skills
Insurance, Family Office, Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Asset Managment, Asset Allocation, Strategic Financial..., Fixed Annuities, Series 63, Equities, Portfolio Management, Fixed Income, Securities, Alternative Investments, Investment Strategies, Investment Advisory, Estate Planning, Asset Management, Financial Advisory, Hedge Funds, Options, ETFs, Finance, 401k, Wealth Management..., Retirement, Trading, Capital Markets, Derivatives, Financial Services, Series 65, Series 24, Investment Management, High Net Worth..., Financial Planning
Education
Wharton School of Business
CIMA - Certified Investment Management Analyst, Finance and Financial Management Services
Florida State University
Bachelor of Science (BS), Finance/marketing
Weston Financial Advisors February 2005 - Present
Nova Southeastern University December 2013 - Present
Nova Southeastern University January 2013 - Present
Financial Services Institute February 2013 - Present
Wachovia Securities Financial Network June 2000 - February 2005
Paine Webber May 1994 - June 2000
Merrill Lynch January 1990 - May 1994
Shearson L. December 1988 - January 1990
Prudential Bache October 1986 - December 1988
Skills
Insurance, Family Office, Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Asset Managment, Asset Allocation, Strategic Financial..., Fixed Annuities, Series 63, Equities, Portfolio Management, Fixed Income, Securities, Alternative Investments, Investment Strategies, Investment Advisory, Estate Planning, Asset Management, Financial Advisory, Hedge Funds, Options, ETFs, Finance, 401k, Wealth Management..., Retirement, Trading, Capital Markets, Derivatives, Financial Services, Series 65, Series 24, Investment Management, High Net Worth..., Financial Planning
Education
Wharton School of Business
CIMA - Certified Investment Management Analyst, Finance and Financial Management Services
Florida State University
Bachelor of Science (BS), Finance/marketing
Jeff Weronick, MBA, ChFC's Merrill Lynch Experience September 1994 - December 1997
Job Registered Principal
Industry Financial Services
Experience
The Piedmont Group of Atlanta, LLC March 2010 - Present
White Horse Advisors January 2006 - February 2010
Strategic Stewardship November 2003 - December 2005
Lincoln Financial Advisors/Sagemark Consulting October 2000 - November 2003
Dempsey Financial Network June 1998 - October 2000
IFG Network Securities, Inc. January 1998 - June 1998
Merrill Lynch September 1994 - December 1997
Skills
Compliance, Insurance, Estate Planning, Customer Service, Employee Training, Customer Relations, Training & Development
Education
Florida State University 2001 — 2002
Certificate in Financial Planning, Financial Planning
Florida State University 1999 — 2001
Certificate, Financial Planning
Fairleigh Dickinson University-Florham Campus 1996 — 2001
MBA, Finance
Fairleigh Dickinson University-Florham Campus 1990 — 1994
BS, Economics
Parsippany Hills High School
The Piedmont Group of Atlanta, LLC March 2010 - Present
White Horse Advisors January 2006 - February 2010
Strategic Stewardship November 2003 - December 2005
Lincoln Financial Advisors/Sagemark Consulting October 2000 - November 2003
Dempsey Financial Network June 1998 - October 2000
IFG Network Securities, Inc. January 1998 - June 1998
Merrill Lynch September 1994 - December 1997
Skills
Compliance, Insurance, Estate Planning, Customer Service, Employee Training, Customer Relations, Training & Development
Education
Florida State University 2001 — 2002
Certificate in Financial Planning, Financial Planning
Florida State University 1999 — 2001
Certificate, Financial Planning
Fairleigh Dickinson University-Florham Campus 1996 — 2001
MBA, Finance
Fairleigh Dickinson University-Florham Campus 1990 — 1994
BS, Economics
Parsippany Hills High School
Thomas Durand's Merrill Lynch Experience October 2012 - December 2014
Job Business Development at Suddath Workplace Solutions
Industry Facilities Services
Experience
The Suddath Companies January 2015 - Present
Merrill Lynch October 2012 - December 2014
Stuebben Architecture + Environment 2007 - 2010
Express Tax Service, Inc. 2005 - 2007
Skills
Customer Service, Social Media Marketing, Business Development, CRM, Marketing, Market Research, Sales, Marketing Strategy, Team Building, Banking, Leadership, Sales Management, Budgets, Contract Negotiation, Management, Negotiation, Project Management
Education
University of North Florida 2009 — 2012
Bachelor of Business Administration (BBA), Marketing
Florida State College at Jacksonville 2006 — 2008
Associate's Degree, Business Administration and Management, General
Bartram Trail High School 2002 — 2005
High School
The Suddath Companies January 2015 - Present
Merrill Lynch October 2012 - December 2014
Stuebben Architecture + Environment 2007 - 2010
Express Tax Service, Inc. 2005 - 2007
Skills
Customer Service, Social Media Marketing, Business Development, CRM, Marketing, Market Research, Sales, Marketing Strategy, Team Building, Banking, Leadership, Sales Management, Budgets, Contract Negotiation, Management, Negotiation, Project Management
Education
University of North Florida 2009 — 2012
Bachelor of Business Administration (BBA), Marketing
Florida State College at Jacksonville 2006 — 2008
Associate's Degree, Business Administration and Management, General
Bartram Trail High School 2002 — 2005
High School
Caitlin Cain Caitlin Cain's Merrill Lynch Experience October 2013 - Present
Job .
Industry Hospital & Health Care
Experience
Merrill Lynch October 2013 - Present
Wells Fargo May 2011 - April 2013
Skills
Banking, Retail Banking, Customer Service, Sales, Microsoft Office, Training, Cross Selling, Finance, Call Centers, Credit, Consumer Lending, Deposits, Customer Experience, Accounting, Commercial Banking, Teamwork, Retail, Branch Banking, Credit Cards, Financial Services
Education
Florida Community College at Jacksonville 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Florida Community College at Jacksonville 2007 — 2011
Associate of Arts (A.A.), Interior Design
Merrill Lynch October 2013 - Present
Wells Fargo May 2011 - April 2013
Skills
Banking, Retail Banking, Customer Service, Sales, Microsoft Office, Training, Cross Selling, Finance, Call Centers, Credit, Consumer Lending, Deposits, Customer Experience, Accounting, Commercial Banking, Teamwork, Retail, Branch Banking, Credit Cards, Financial Services
Education
Florida Community College at Jacksonville 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Florida Community College at Jacksonville 2007 — 2011
Associate of Arts (A.A.), Interior Design
Ashley Reddick Ashley Reddick's Merrill Lynch Experience June 2010 - August 2012
Job Assistant Buyer at Fanatics, Inc.
Industry Retail
Experience
Fanatics, Inc. December 2013 - Present
Florida State University January 2013 - December 2013
Merrill Lynch June 2010 - August 2012
Skills
PowerPoint, Time Management, Microsoft Office, Customer Service, Microsoft Word, Photoshop, Microsoft Excel
Education
Florida State University 2012 — 2013
Master of Science (M.S.), Global Merchandising and Product Development
University of North Florida - College of Business Administration 2005 — 2010
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Fanatics, Inc. December 2013 - Present
Florida State University January 2013 - December 2013
Merrill Lynch June 2010 - August 2012
Skills
PowerPoint, Time Management, Microsoft Office, Customer Service, Microsoft Word, Photoshop, Microsoft Excel
Education
Florida State University 2012 — 2013
Master of Science (M.S.), Global Merchandising and Product Development
University of North Florida - College of Business Administration 2005 — 2010
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Nicole Huau Nicole Huau's Merrill Lynch Experience March 2006 - September 2008
Job Senior Registered Client Associate
Industry Financial Services
Experience
Financial Services Firm May 2012 - Present
JPMorgan Chase August 2010 - April 2012
Morgan Stanley Smith Barney September 2008 - August 2010
Merrill Lynch March 2006 - September 2008
US Advisors, LLC August 2005 - March 2006
John Hancock March 2003 - August 2005
John Hancock August 2000 - March 2003
John Hancock November 1999 - August 2000
Skills
Series 7, Series 63, Series 65, Series 24, Life & Health Insurance..., Variable Products, Microsoft Word, Microsoft Excel, Outlook, Strategic Planning, Fixed Annuities, Leadership, Finance, Management, Marketing
Education
The George Washington University 1997 — 1998
Master of Arts, Infant Special Education, GPA: 3.9 (on 4.0 scale)
Florida State University 1992 — 1996
Bachelor of Science (BS), Child Development, GPA: 3.58 (on 4.0 scale)
Financial Services Firm May 2012 - Present
JPMorgan Chase August 2010 - April 2012
Morgan Stanley Smith Barney September 2008 - August 2010
Merrill Lynch March 2006 - September 2008
US Advisors, LLC August 2005 - March 2006
John Hancock March 2003 - August 2005
John Hancock August 2000 - March 2003
John Hancock November 1999 - August 2000
Skills
Series 7, Series 63, Series 65, Series 24, Life & Health Insurance..., Variable Products, Microsoft Word, Microsoft Excel, Outlook, Strategic Planning, Fixed Annuities, Leadership, Finance, Management, Marketing
Education
The George Washington University 1997 — 1998
Master of Arts, Infant Special Education, GPA: 3.9 (on 4.0 scale)
Florida State University 1992 — 1996
Bachelor of Science (BS), Child Development, GPA: 3.58 (on 4.0 scale)
Robert Monoson Robert Monoson's Merrill Lynch Experience January 1997 - January 1999
Job North America Sector Technical Lead at Citibank
Industry Information Technology and Services
Experience
Citi October 2013 - Present
Citi November 2007 - October 2013
Citi March 2005 - November 2007
Citi January 2002 - March 2005
Citi January 2000 - January 2002
Enterprise Integration January 1999 - January 2000
Merrill Lynch January 1997 - January 1999
Reflectone Training Systems January 1994 - January 1997
United States Marine Corps August 1989 - November 1994
Skills
SDLC, Strategy, Vendor Management, Enterprise Architecture, Business Analysis, IT Strategy, Outsourcing, Program Management, PMO, Leadership, DevOps, IT Management, Risk Management, Project Portfolio..., Disaster Recovery, Business Continuity, Integration, PMP, ITIL
Education
Saint Leo University 2006 — 2007
BS, Criminal Justice, Forensic Psychology
Florida Community College at Jacksonville 1993 — 1995
AA, Pre-Med
Military Technical Training 1990 — 1991
CERT, Electrical Engineering
Citi October 2013 - Present
Citi November 2007 - October 2013
Citi March 2005 - November 2007
Citi January 2002 - March 2005
Citi January 2000 - January 2002
Enterprise Integration January 1999 - January 2000
Merrill Lynch January 1997 - January 1999
Reflectone Training Systems January 1994 - January 1997
United States Marine Corps August 1989 - November 1994
Skills
SDLC, Strategy, Vendor Management, Enterprise Architecture, Business Analysis, IT Strategy, Outsourcing, Program Management, PMO, Leadership, DevOps, IT Management, Risk Management, Project Portfolio..., Disaster Recovery, Business Continuity, Integration, PMP, ITIL
Education
Saint Leo University 2006 — 2007
BS, Criminal Justice, Forensic Psychology
Florida Community College at Jacksonville 1993 — 1995
AA, Pre-Med
Military Technical Training 1990 — 1991
CERT, Electrical Engineering
Blake A. Starbuck's Merrill Lynch Experience July 2005 - May 2006
Job Regional Operations Manager at Bouchard Insurance
Industry Insurance
Experience
Bouchard Insurance August 2013 - Present
Bouchard Insurance May 2012 - August 2013
Michigan Commercial Insurance Mutual September 2010 - March 2012
Zenith Insurance Company (United States) January 2008 - September 2010
JP Perry Insurance September 2006 - December 2007
Merrill Lynch July 2005 - May 2006
Target Stores March 2004 - July 2005
Skills
Commercial Insurance..., Commercial Insurance..., Risk Management, Underwriting, New Business Development, Pricing, Commercial Insurance, Management, Marketing, General Insurance, Insurance, Leadership, Property, Professional Liability, Workers Compensation
Education
Florida State University - College of Business 2009 — 2011
M.S., Risk Management and Insurance
Florida State University 2000 — 2004
B.S., Clothing, Textiles and Merchandising
Mandarin High School 1997 — 2000
Bouchard Insurance August 2013 - Present
Bouchard Insurance May 2012 - August 2013
Michigan Commercial Insurance Mutual September 2010 - March 2012
Zenith Insurance Company (United States) January 2008 - September 2010
JP Perry Insurance September 2006 - December 2007
Merrill Lynch July 2005 - May 2006
Target Stores March 2004 - July 2005
Skills
Commercial Insurance..., Commercial Insurance..., Risk Management, Underwriting, New Business Development, Pricing, Commercial Insurance, Management, Marketing, General Insurance, Insurance, Leadership, Property, Professional Liability, Workers Compensation
Education
Florida State University - College of Business 2009 — 2011
M.S., Risk Management and Insurance
Florida State University 2000 — 2004
B.S., Clothing, Textiles and Merchandising
Mandarin High School 1997 — 2000
Raymond McNair Raymond McNair's Merrill Lynch Experience October 1999 - June 2008
Job President/Owner at Do It Right Handyman Services LLC
Industry Utilities
Experience
Do It Right Handyman Services LLC January 2010 - Present
Merrill Lynch October 1999 - June 2008
United States Air Force February 1974 - June 1994
Education
Florida Community College at Jacksonville 1995 — 1996
Associate Degree, Logistics
Do It Right Handyman Services LLC January 2010 - Present
Merrill Lynch October 1999 - June 2008
United States Air Force February 1974 - June 1994
Education
Florida Community College at Jacksonville 1995 — 1996
Associate Degree, Logistics
Gina Teofilak's Merrill Lynch Experience July 2013 - Present
Job Assistant Supervisor Merrill Edge Distributions
Industry Banking
Experience
Bank of America Merrill Lynch September 2014 - Present
Merrill Lynch July 2013 - Present
Merrill Lynch October 2012 - July 2013
The Cheesecake Factory December 2009 - February 2013
City of Jacksonville Beach July 2010 - May 2012
Bausch & Lomb July 2009 - September 2009
Florida State University 2008 - 2009
Skills
Pro Engineer, Microsoft Word, AutoCAD, Matlab, Microsoft Office, Manufacturing, Process Improvement, Medical Devices, Team Leadership, MathCAD, Training, Analysis, Engineering, MS Project, Mechanical Engineering, Research, Teamwork, Testing
Education
Florida State University 2004 — 2009
Bachelors, Mechanical Engineering
Bank of America Merrill Lynch September 2014 - Present
Merrill Lynch July 2013 - Present
Merrill Lynch October 2012 - July 2013
The Cheesecake Factory December 2009 - February 2013
City of Jacksonville Beach July 2010 - May 2012
Bausch & Lomb July 2009 - September 2009
Florida State University 2008 - 2009
Skills
Pro Engineer, Microsoft Word, AutoCAD, Matlab, Microsoft Office, Manufacturing, Process Improvement, Medical Devices, Team Leadership, MathCAD, Training, Analysis, Engineering, MS Project, Mechanical Engineering, Research, Teamwork, Testing
Education
Florida State University 2004 — 2009
Bachelors, Mechanical Engineering
Ali Deaux's Merrill Lynch Experience January 2010 - May 2010
Job Financial Analyst Commercial Finance at CSX Transportation
Industry Financial Services
Experience
CSX Transportation December 2011 - Present
CSX Transportation July 2011 - December 2011
Florida State University June 2010 - May 2011
Merrill Lynch January 2010 - May 2010
Pi Beta Phi Sorority January 2008 - January 2009
Triad Financial Services, Inc. April 2007 - August 2007
Skills
Finance, Financial Analysis, Financial Reporting, Forecasting, Financial Modeling, Corporate Finance, Microsoft Excel, PowerPoint, Microsoft Word, Cost Benefit, Capital Budgeting, Data Analysis, Valuation, Variance Analysis, Budgets, Commodity, SAP, Underwriting, Customer Service, Business Process..., Analysis, Derivatives, Strategic Financial..., Risk Management
Education
Florida State University 2010 — 2011
M.S., Finance
Florida State University 2006 — 2010
B.S., Finance
CSX Transportation December 2011 - Present
CSX Transportation July 2011 - December 2011
Florida State University June 2010 - May 2011
Merrill Lynch January 2010 - May 2010
Pi Beta Phi Sorority January 2008 - January 2009
Triad Financial Services, Inc. April 2007 - August 2007
Skills
Finance, Financial Analysis, Financial Reporting, Forecasting, Financial Modeling, Corporate Finance, Microsoft Excel, PowerPoint, Microsoft Word, Cost Benefit, Capital Budgeting, Data Analysis, Valuation, Variance Analysis, Budgets, Commodity, SAP, Underwriting, Customer Service, Business Process..., Analysis, Derivatives, Strategic Financial..., Risk Management
Education
Florida State University 2010 — 2011
M.S., Finance
Florida State University 2006 — 2010
B.S., Finance
Ashlie Kennedy Ashlie Kennedy's Merrill Lynch Experience June 2010 - April 2015
Job Wealth Management Banker at Merrill Lynch
Industry Banking
Experience
Merrill Lynch June 2010 - April 2015
EverBank December 2007 - September 2009
EverBank August 2005 - December 2007
Coastal Capital Corporation September 2003 - July 2005
Skills
Credit, FHA, Leadership, Loans, Management, Real Estate, Underwriting, Risk Management, Portfolio Management, Financial Analysis
Education
Florida State University 2000 — 2003
Bachelor of Science (B.S.), Communication, General
Merrill Lynch June 2010 - April 2015
EverBank December 2007 - September 2009
EverBank August 2005 - December 2007
Coastal Capital Corporation September 2003 - July 2005
Skills
Credit, FHA, Leadership, Loans, Management, Real Estate, Underwriting, Risk Management, Portfolio Management, Financial Analysis
Education
Florida State University 2000 — 2003
Bachelor of Science (B.S.), Communication, General
Jeffrey Harper, MBA Jeffrey Harper, MBA's Merrill Lynch Experience February 2007 - August 2008
Job Program Delivery Lead, Anthem at Availity
Industry Hospital & Health Care
Experience
Availity June 2014 - Present
Availity August 2008 - June 2014
Merrill Lynch February 2007 - August 2008
Medical Management Resources of TeamHealth May 1999 - February 2007
Skills
Quality Assurance, Healthcare, HIPAA, Vendor Management, Auditing, Process Improvement, Business Analysis, Project Management, Strategic Planning, Team Leadership, Risk Management, Management, Contract Negotiation, Program Management, Product Development, Leadership, Change Management, Business Process..., Healthcare Information..., Contract Management, Access, Outsourcing, Healthcare Industry, Negotiation
Education
Liberty University
Master of Business Administration (MBA), Business Administration and Management
University of Florida
Bachelor of Science (B.S.), Business Administration
Florida Community College at Jacksonville
Associate of Arts (A.A.), General Studies
Availity June 2014 - Present
Availity August 2008 - June 2014
Merrill Lynch February 2007 - August 2008
Medical Management Resources of TeamHealth May 1999 - February 2007
Skills
Quality Assurance, Healthcare, HIPAA, Vendor Management, Auditing, Process Improvement, Business Analysis, Project Management, Strategic Planning, Team Leadership, Risk Management, Management, Contract Negotiation, Program Management, Product Development, Leadership, Change Management, Business Process..., Healthcare Information..., Contract Management, Access, Outsourcing, Healthcare Industry, Negotiation
Education
Liberty University
Master of Business Administration (MBA), Business Administration and Management
University of Florida
Bachelor of Science (B.S.), Business Administration
Florida Community College at Jacksonville
Associate of Arts (A.A.), General Studies
Deborah Lamb's Merrill Lynch Experience November 1997 - August 1998
Job CFM Unit Manager at Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon August 1998 - Present
Merrill Lynch November 1997 - August 1998
Barnett Bank Of Jacksonville July 1991 - November 1997
Publix Super Markets 1990 - 1992
Jax Navy Credit Union August 1988 - 1990
Skills
Portfolio Management, Risk Management, Banking, Financial Services, Asset Management, Financial Risk, Securities, Mutual Funds, Management, Investments, Customer Service
Education
Florida State College at Jacksonville
Accounting and Finance
BNY Mellon August 1998 - Present
Merrill Lynch November 1997 - August 1998
Barnett Bank Of Jacksonville July 1991 - November 1997
Publix Super Markets 1990 - 1992
Jax Navy Credit Union August 1988 - 1990
Skills
Portfolio Management, Risk Management, Banking, Financial Services, Asset Management, Financial Risk, Securities, Mutual Funds, Management, Investments, Customer Service
Education
Florida State College at Jacksonville
Accounting and Finance
Howard Huntley Howard Huntley's Merrill Lynch Experience June 2009 - Present
Job Global Security group
Industry Investment Banking
Experience
Merrill Lynch June 2009 - Present
Convergys, National Command Center June 2009 - Present
Marrell Lynch May 2009 - September 2009
Beeline(MPS Group) August 2007 - May 2008
Convergys 2001 - 2008
Wachovia April 2007 - June 2007
Converges December 2001 - January 2007
Bank of America June 2004 - September 2004
JEA 1996 - 2001
JEA(Jacksonville Electric Authority) Micro August 1996 - February 2000
Education
University of North Florida 1987 — 1991
none, Electronics Engineering Technology
Florida State College at Jacksonville 1980 — 1982
AS, X-Ray/Electronics Engineering Technology
Florida Community College at Jacksonville Florida
Associate in Science, Electronics, X-Ray Engineering Technology; Digital Photography
University of North Florida
School, Engineering Technology; Electronic Engineering Technology
Merrill Lynch June 2009 - Present
Convergys, National Command Center June 2009 - Present
Marrell Lynch May 2009 - September 2009
Beeline(MPS Group) August 2007 - May 2008
Convergys 2001 - 2008
Wachovia April 2007 - June 2007
Converges December 2001 - January 2007
Bank of America June 2004 - September 2004
JEA 1996 - 2001
JEA(Jacksonville Electric Authority) Micro August 1996 - February 2000
Education
University of North Florida 1987 — 1991
none, Electronics Engineering Technology
Florida State College at Jacksonville 1980 — 1982
AS, X-Ray/Electronics Engineering Technology
Florida Community College at Jacksonville Florida
Associate in Science, Electronics, X-Ray Engineering Technology; Digital Photography
University of North Florida
School, Engineering Technology; Electronic Engineering Technology
Jennifer Meek's Merrill Lynch Experience September 2005 - May 2007
Job International Trade Compliance Analyst at Department of Commerce
Industry International Trade and Development
Experience
U.S. Department of Commerce October 2009 - Present
The Association of Women in International Trade - Washington DC Chapter June 2012 - Present
City of Jacksonville June 2009 - October 2009
Merrill Lynch September 2005 - May 2007
Merrill Lynch October 2003 - August 2005
HESS Educational Organization March 2001 - January 2003
City of Jacksonville May 2000 - August 2000
Skills
Auditing, International Trade, Policy, Analysis, Research, Microsoft Office, Statistics, Leadership, Program Management, Government, International Relations, Policy Analysis, Economics, Training, Public Relations, International...
Education
Middlebury Institute of International Studies at Monterey 2005 — 2008
MA/MBA, International Trade Policy/ MBA
Taipei Language Institute 2001 — 2003
Mandarin
Florida State University 1998 — 2001
BA, International Affairs and Economics
Stanton College Preparatory School 1994 — 1998
High School Diploma, Honors, AP
U.S. Department of Commerce October 2009 - Present
The Association of Women in International Trade - Washington DC Chapter June 2012 - Present
City of Jacksonville June 2009 - October 2009
Merrill Lynch September 2005 - May 2007
Merrill Lynch October 2003 - August 2005
HESS Educational Organization March 2001 - January 2003
City of Jacksonville May 2000 - August 2000
Skills
Auditing, International Trade, Policy, Analysis, Research, Microsoft Office, Statistics, Leadership, Program Management, Government, International Relations, Policy Analysis, Economics, Training, Public Relations, International...
Education
Middlebury Institute of International Studies at Monterey 2005 — 2008
MA/MBA, International Trade Policy/ MBA
Taipei Language Institute 2001 — 2003
Mandarin
Florida State University 1998 — 2001
BA, International Affairs and Economics
Stanton College Preparatory School 1994 — 1998
High School Diploma, Honors, AP
Christopher Smith, MBA's Merrill Lynch Experience February 2007 - June 2007
Job Region Sales Manager at Interline Brands
Industry Consumer Goods
Experience
Frito Lay March 2011 - December 2014
Frito Lay January 2008 - March 2011
Merrill Lynch February 2007 - June 2007
Skills
Leadership, Cross-team Collaboration, Recruiting, Sales, Sales Management, Market Planning, Retail, Key Account Development, Forecasting, Direct Store Delivery, Inventory Management, MBA, Inventory Control, Purchasing, Financial Forecasting, Profit, Merchandising, Financial Analysis, Pricing, Project Management, Safety, Management, Human Resources, Sales Operations, Training, Performance Management, Staffing Coordination, Microsoft Office
Education
Florida State University - College of Business 2005 — 2007
MBA, Business Administration and Management, General
Florida State University - College of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Florida State University - College of Business 2001 — 2005
Bachelor of Science (B.S.), Marketing
Florida State University 2001 — 2005
Minor, Economics
Frito Lay March 2011 - December 2014
Frito Lay January 2008 - March 2011
Merrill Lynch February 2007 - June 2007
Skills
Leadership, Cross-team Collaboration, Recruiting, Sales, Sales Management, Market Planning, Retail, Key Account Development, Forecasting, Direct Store Delivery, Inventory Management, MBA, Inventory Control, Purchasing, Financial Forecasting, Profit, Merchandising, Financial Analysis, Pricing, Project Management, Safety, Management, Human Resources, Sales Operations, Training, Performance Management, Staffing Coordination, Microsoft Office
Education
Florida State University - College of Business 2005 — 2007
MBA, Business Administration and Management, General
Florida State University - College of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Florida State University - College of Business 2001 — 2005
Bachelor of Science (B.S.), Marketing
Florida State University 2001 — 2005
Minor, Economics
Karen McKibben's Merrill Lynch Experience January 2013 - November 2014
Job Business Analyst
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2014 - Present
Merrill Lynch January 2013 - November 2014
Merrill Lynch March 2011 - December 2012
Skills
Equities, Fixed Income, Derivatives, Securities, Risk Management, Middle Office, VBA, Back Office, Process Improvement, Analysis, Financial Markets, Financial Analysis, Financial Risk, Operational Risk, Market Risk, Cash Management, CDS, Credit Risk, Settlement, Securities Lending, Operational Risk..., Treasury Management, Collateral Management, FX Options, Options, Microsoft Office
Education
Florida State University
Bachelor of Science, Economics; International Finance, Econometrics
Bank of America Merrill Lynch November 2014 - Present
Merrill Lynch January 2013 - November 2014
Merrill Lynch March 2011 - December 2012
Skills
Equities, Fixed Income, Derivatives, Securities, Risk Management, Middle Office, VBA, Back Office, Process Improvement, Analysis, Financial Markets, Financial Analysis, Financial Risk, Operational Risk, Market Risk, Cash Management, CDS, Credit Risk, Settlement, Securities Lending, Operational Risk..., Treasury Management, Collateral Management, FX Options, Options, Microsoft Office
Education
Florida State University
Bachelor of Science, Economics; International Finance, Econometrics
Eric Tenoso's Merrill Lynch Experience August 2007 - January 2009
Job Vice President at Bank of America
Industry Computer & Network Security
Experience
Bank of America January 2012 - Present
Bank of America January 2009 - January 2012
Merrill Lynch August 2007 - January 2009
Merrill Lynch January 2001 - August 2007
Jacksonville University January 1998 - January 2001
Skills
FINRA, Compliance, Risk Management, Risk, Desktop Support, Management, Technical Support, Financial Risk, Requirements Analysis, IT Strategy, Data Center, Security, Disaster Recovery, Change Management, Relationship Management, Project Management, Banking, System Administration, Process Improvement, Business Continuity, Vendor Management, Policy, Governance, SharePoint, Software Documentation, Finance, Process Engineering, Integration, Visio, Financial Services, EnCase, Snort, FTK, Fat, Hex, Computer Forensics, Computer Hardware, Computer Security, eDiscovery, Privacy Compliance, NTFS, Information Technology, Infrastructure, Information Security..., Enterprise Architecture, IT Operations, IT Management, ITIL, Network Security
Education
Florida State College at Jacksonville 2011 — 2013
Technical Certificate, Computer Forensics / Information Security
University of North Florida 1999 — 2002
BS, Computer Information Systems
Jacksonville University 1993 — 1997
BS, Biology
Mascoutah Community High School 1992 — 1993
High School Diploma, High School/Secondary Diploma Programs
Vanden High School 1989 — 1991
High School Diploma, High School Diploma
Bank of America January 2012 - Present
Bank of America January 2009 - January 2012
Merrill Lynch August 2007 - January 2009
Merrill Lynch January 2001 - August 2007
Jacksonville University January 1998 - January 2001
Skills
FINRA, Compliance, Risk Management, Risk, Desktop Support, Management, Technical Support, Financial Risk, Requirements Analysis, IT Strategy, Data Center, Security, Disaster Recovery, Change Management, Relationship Management, Project Management, Banking, System Administration, Process Improvement, Business Continuity, Vendor Management, Policy, Governance, SharePoint, Software Documentation, Finance, Process Engineering, Integration, Visio, Financial Services, EnCase, Snort, FTK, Fat, Hex, Computer Forensics, Computer Hardware, Computer Security, eDiscovery, Privacy Compliance, NTFS, Information Technology, Infrastructure, Information Security..., Enterprise Architecture, IT Operations, IT Management, ITIL, Network Security
Education
Florida State College at Jacksonville 2011 — 2013
Technical Certificate, Computer Forensics / Information Security
University of North Florida 1999 — 2002
BS, Computer Information Systems
Jacksonville University 1993 — 1997
BS, Biology
Mascoutah Community High School 1992 — 1993
High School Diploma, High School/Secondary Diploma Programs
Vanden High School 1989 — 1991
High School Diploma, High School Diploma
Anthony Moas's Merrill Lynch Experience May 2011 - July 2011
Job Financial Solutions Advisor at Bank of America
Industry Financial Services
Experience
GNC February 2012 - November 2012
Merrill Lynch May 2011 - July 2011
Bank of America May 2011 - July 2011
Education
Florida State University 2008 — 2012
GNC February 2012 - November 2012
Merrill Lynch May 2011 - July 2011
Bank of America May 2011 - July 2011
Education
Florida State University 2008 — 2012
Laurie Babitts Laurie Babitts's Merrill Lynch Experience 1984 - 1988
Job Business Analyst/Senior Programmer Analyst
Industry Information Technology and Services
Experience
Citigroup 2004 - 2010
Dreyfus 1999 - 2003
Independant Consultant 1990 - 1999
KMART 1988 - 1990
Merrill Lynch 1984 - 1988
Mutual Benefit Group 1981 - 1984
Education
Florida State University
BS
New York University
Certificate in Programming, Computer Programming
Citigroup 2004 - 2010
Dreyfus 1999 - 2003
Independant Consultant 1990 - 1999
KMART 1988 - 1990
Merrill Lynch 1984 - 1988
Mutual Benefit Group 1981 - 1984
Education
Florida State University
BS
New York University
Certificate in Programming, Computer Programming
Benjamin Jones, CRPC® Benjamin Jones, CRPC®'s Merrill Lynch Experience August 1998 - October 2000
Job Financial Advisor / Sales Consultant
Industry Financial Services
Experience
Health Guidance Center November 2008 - June 2010
ASPire Financial Services August 2009 - May 2010
Smith Barney September 2007 - November 2008
Ameriprise Financial February 2005 - August 2007
ADP September 2001 - August 2003
Republican Party of Florida August 2000 - April 2001
Merrill Lynch August 1998 - October 2000
Republican Party of Florida February 2000 - August 2000
Bear Stearns 1997 - 1998
Education
Florida State University - College of Business 1996 — 1999
BA, Finance
Florida State University 1994 — 1999
Bachelor of Science, Finance
Kingwood High School 1990 — 1994
Marine Military Academy 1992 — 1993
Greensboro Day 1986 — 1990
Health Guidance Center November 2008 - June 2010
ASPire Financial Services August 2009 - May 2010
Smith Barney September 2007 - November 2008
Ameriprise Financial February 2005 - August 2007
ADP September 2001 - August 2003
Republican Party of Florida August 2000 - April 2001
Merrill Lynch August 1998 - October 2000
Republican Party of Florida February 2000 - August 2000
Bear Stearns 1997 - 1998
Education
Florida State University - College of Business 1996 — 1999
BA, Finance
Florida State University 1994 — 1999
Bachelor of Science, Finance
Kingwood High School 1990 — 1994
Marine Military Academy 1992 — 1993
Greensboro Day 1986 — 1990
Dave Armentrout's Merrill Lynch Experience September 2002 - February 2004
Job Regional Sales Manager
Industry Hospital & Health Care
Experience
CareSpot Express Healthcare January 2009 - Present
Centex Homes March 2004 - December 2008
Merrill Lynch September 2002 - February 2004
Skills
Sales, Leadership, Sales Management, Customer Service, New Business Development, Team Building, Contract Negotiation, Marketing, Sales Operations, General Awesomeness, Account Management, Marketing Strategy, Cold Calling, Strategic Planning, Business Planning, Emotional Intelligence, Interpersonal...
Education
Florida State University
BS, Social Sciences and Business
CareSpot Express Healthcare January 2009 - Present
Centex Homes March 2004 - December 2008
Merrill Lynch September 2002 - February 2004
Skills
Sales, Leadership, Sales Management, Customer Service, New Business Development, Team Building, Contract Negotiation, Marketing, Sales Operations, General Awesomeness, Account Management, Marketing Strategy, Cold Calling, Strategic Planning, Business Planning, Emotional Intelligence, Interpersonal...
Education
Florida State University
BS, Social Sciences and Business
Anna Martineau's Merrill Lynch Experience July 2012 - April 2013
Job
Industry Hospital & Health Care
Experience
Jacksonville Orthopaedic Institute June 2015 - August 2015
Progressive Step Rehab- Fleming Island May 2015 - June 2015
Life Care Centers of America January 2015 - February 2015
EverBank May 2013 - March 2014
Merrill Lynch July 2012 - April 2013
Merrill Lynch July 2010 - July 2012
Citi November 2009 - July 2010
Merrill Lynch March 2007 - February 2009
Education
Florida State College at Jacksonville 2014 — 2015
Associate's Degree, Physical Therapist Assistant
University of North Florida 2005 — 2006
Bachelor's degree, Sociology, 3.5
West shore jr sr high 2002 — 2004
Jacksonville Orthopaedic Institute June 2015 - August 2015
Progressive Step Rehab- Fleming Island May 2015 - June 2015
Life Care Centers of America January 2015 - February 2015
EverBank May 2013 - March 2014
Merrill Lynch July 2012 - April 2013
Merrill Lynch July 2010 - July 2012
Citi November 2009 - July 2010
Merrill Lynch March 2007 - February 2009
Education
Florida State College at Jacksonville 2014 — 2015
Associate's Degree, Physical Therapist Assistant
University of North Florida 2005 — 2006
Bachelor's degree, Sociology, 3.5
West shore jr sr high 2002 — 2004
Evan Beese Evan Beese's Merrill Lynch Experience August 2006 - January 2007
Job Health Para Actuary at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial September 2015 - Present
Wells Fargo November 2013 - September 2015
Island Real Estate of Anna Maria Island, Inc February 2013 - October 2013
Legacy Golf Club July 2012 - June 2013
Boys & Girls Club June 2009 - August 2009
Boys & Girls Club June 2008 - August 2008
Merrill Lynch August 2006 - January 2007
Albertson's September 2004 - March 2006
Skills
Hospitality Management, Hotels, Front Office, Social Media, Web Marketing, SEO, Microsoft Office, Hospitality, Sales, Marketing, Customer Service, Microsoft Excel, Food & Beverage, Online Marketing
Education
University of South Florida 2010 — 2012
Bachelor of Science, Hospitality Management
Florida State University 2007 — 2010
Hospitality Management
Thrivent Financial September 2015 - Present
Wells Fargo November 2013 - September 2015
Island Real Estate of Anna Maria Island, Inc February 2013 - October 2013
Legacy Golf Club July 2012 - June 2013
Boys & Girls Club June 2009 - August 2009
Boys & Girls Club June 2008 - August 2008
Merrill Lynch August 2006 - January 2007
Albertson's September 2004 - March 2006
Skills
Hospitality Management, Hotels, Front Office, Social Media, Web Marketing, SEO, Microsoft Office, Hospitality, Sales, Marketing, Customer Service, Microsoft Excel, Food & Beverage, Online Marketing
Education
University of South Florida 2010 — 2012
Bachelor of Science, Hospitality Management
Florida State University 2007 — 2010
Hospitality Management
Theresa Connaughton Theresa Connaughton's Merrill Lynch Experience August 2005 - February 2009
Job Benefits Service Manager
Industry Human Resources
Experience
Aon Hewitt July 2014 - Present
Aon Hewitt January 2012 - July 2014
Morgan Stanley Smith Barney February 2009 - January 2012
Merrill Lynch August 2005 - February 2009
Skills
Business Analysis, Customer Service, Employee Benefits, Financial Analysis, Human Resources, Investments, Leadership, Management, Project Management, Outsourcing, Process Improvement
Education
University of Phoenix 2002 — 2004
Bachelor of Business Administration (BBA)
Valencia College 2000 — 2002
Associate of Science (A.S.)
Florida State College at Jacksonville 1997 — 1999
Associate of Science (A.S.), Hospitality Administration/Management
Aon Hewitt July 2014 - Present
Aon Hewitt January 2012 - July 2014
Morgan Stanley Smith Barney February 2009 - January 2012
Merrill Lynch August 2005 - February 2009
Skills
Business Analysis, Customer Service, Employee Benefits, Financial Analysis, Human Resources, Investments, Leadership, Management, Project Management, Outsourcing, Process Improvement
Education
University of Phoenix 2002 — 2004
Bachelor of Business Administration (BBA)
Valencia College 2000 — 2002
Associate of Science (A.S.)
Florida State College at Jacksonville 1997 — 1999
Associate of Science (A.S.), Hospitality Administration/Management
Anthony Elia's Merrill Lynch Experience August 2007 - December 2007
Job AE Equities Group LLC
Industry Real Estate
Experience
Real Estate Rehab, INC 2012 - 2015
Marcus & Millichap August 2011 - 2012
Borax Paper Products September 2010 - May 2011
Merrill Lynch August 2007 - December 2007
Skills
Journal Entries, Financial Analysis, Financial Statements, Accounting, Financial Reporting, QuickBooks, Pivot Tables, GAAP
Education
Florida State University
B.S, Accounting & Finance
Real Estate Rehab, INC 2012 - 2015
Marcus & Millichap August 2011 - 2012
Borax Paper Products September 2010 - May 2011
Merrill Lynch August 2007 - December 2007
Skills
Journal Entries, Financial Analysis, Financial Statements, Accounting, Financial Reporting, QuickBooks, Pivot Tables, GAAP
Education
Florida State University
B.S, Accounting & Finance
Chelsea Belloit's Merrill Lynch Experience January 2015 - Present
Job Student at University of North Florida
Industry Hospitality
Experience
Merrill Lynch January 2015 - Present
Jacksonville Jaguars April 2010 - April 2013
Skills
Event Planning, Customer Service, PowerPoint, Event Management, Social Networking, Social Media, Facebook, Hospitality, Time Management
Education
University of North Florida 2013 — 2014
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Florida Community College at Jacksonville
Associate of Arts (A.A.)
Merrill Lynch January 2015 - Present
Jacksonville Jaguars April 2010 - April 2013
Skills
Event Planning, Customer Service, PowerPoint, Event Management, Social Networking, Social Media, Facebook, Hospitality, Time Management
Education
University of North Florida 2013 — 2014
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Florida Community College at Jacksonville
Associate of Arts (A.A.)
Rebecca Nobles Rebecca Nobles's Merrill Lynch Experience May 2015 - Present
Job Workforce Analyst at Citi
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Citi September 2013 - May 2015
Citi January 2012 - March 2014
Pier 1 Imports July 2011 - March 2012
Skills
Business Analysis, eWFM, Avaya CMS Supervisor, Team Leadership, Aceyus / DASH, Microsoft Office, Terminal Emulator, Coaching, Customer Service, Financial Services
Education
Florida State College at Jacksonville 2009 — 2011
Associate of Arts (AA), Accounting and Business/Management
Robert E Lee High School 2007 — 2011
High School Diploma, Early College Program
Merrill Lynch May 2015 - Present
Citi September 2013 - May 2015
Citi January 2012 - March 2014
Pier 1 Imports July 2011 - March 2012
Skills
Business Analysis, eWFM, Avaya CMS Supervisor, Team Leadership, Aceyus / DASH, Microsoft Office, Terminal Emulator, Coaching, Customer Service, Financial Services
Education
Florida State College at Jacksonville 2009 — 2011
Associate of Arts (AA), Accounting and Business/Management
Robert E Lee High School 2007 — 2011
High School Diploma, Early College Program
Dominic Alto Dominic Alto's Merrill Lynch Experience February 2007 - September 2008
Job Regional Manager External Wholesaler at BPV Capital Management Back Porch Vista
Industry Financial Services
Experience
BPV Capital Management - Back Porch Vista March 2015 - Present
Franklin Square Capital Partners June 2014 - February 2015
Nuveen Investments March 2011 - June 2014
Nuveen Investments September 2008 - March 2011
Merrill Lynch February 2007 - September 2008
Merrill Lynch August 2004 - August 2005
Skills
Mutual Funds, Equities, Series 7, Separately Managed..., Series 63, Series 65, Alternative Investments, Asset Allocation, Investments, Fixed Income, Portfolio Management, Investment Strategies, Asset Management, Wealth Management, Financial Advisory
Education
Florida State University 2005 — 2006
M.S.
Florida State University - College of Business 2000 — 2004
B.S.
BPV Capital Management - Back Porch Vista March 2015 - Present
Franklin Square Capital Partners June 2014 - February 2015
Nuveen Investments March 2011 - June 2014
Nuveen Investments September 2008 - March 2011
Merrill Lynch February 2007 - September 2008
Merrill Lynch August 2004 - August 2005
Skills
Mutual Funds, Equities, Series 7, Separately Managed..., Series 63, Series 65, Alternative Investments, Asset Allocation, Investments, Fixed Income, Portfolio Management, Investment Strategies, Asset Management, Wealth Management, Financial Advisory
Education
Florida State University 2005 — 2006
M.S.
Florida State University - College of Business 2000 — 2004
B.S.
William Flippen's Merrill Lynch Experience August 2008 - June 2011
Job Senior Consultant: Property Tax Services at Ryan
Industry Real Estate
Experience
Ryan February 2014 - Present
Lennar 2013 - 2014
Roth-Schoetz, LLC 2012 - 2013
NWJ Companies 2012 - 2012
Merrill Lynch August 2008 - June 2011
Merrill Lynch 2008 - 2008
Skills
Corporate Finance, Portfolio Management, Capital Markets, Private Equity, Market Analysis, CMBS, Underwriting, Financial Structuring, Acquisitions, DCF, Commercial Real Estate, Argus Software, Financial Analysis, DCF Analysis, Real Estate Accounting, Real Estate Economics, Valuation and..., Argus Modeling, Commercial Real Estate..., Bloomberg Terminal, Thompson One
Education
New York University 2011 — 2012
Master of Science (M.S.), Real Estate, Finance and Investment Curriculum
Florida State University 2004 — 2008
Bachelor of Science (BS), Real Estate & Finance
H.B. Plant High School 2002 — 2004
Bayview Glen 2000 — 2002
Ryan February 2014 - Present
Lennar 2013 - 2014
Roth-Schoetz, LLC 2012 - 2013
NWJ Companies 2012 - 2012
Merrill Lynch August 2008 - June 2011
Merrill Lynch 2008 - 2008
Skills
Corporate Finance, Portfolio Management, Capital Markets, Private Equity, Market Analysis, CMBS, Underwriting, Financial Structuring, Acquisitions, DCF, Commercial Real Estate, Argus Software, Financial Analysis, DCF Analysis, Real Estate Accounting, Real Estate Economics, Valuation and..., Argus Modeling, Commercial Real Estate..., Bloomberg Terminal, Thompson One
Education
New York University 2011 — 2012
Master of Science (M.S.), Real Estate, Finance and Investment Curriculum
Florida State University 2004 — 2008
Bachelor of Science (BS), Real Estate & Finance
H.B. Plant High School 2002 — 2004
Bayview Glen 2000 — 2002
Kirk Rostron's Merrill Lynch Experience January 2006 - December 2008
Job Partner at Mercury Capital Advisors
Industry Investment Management
Experience
Mercury Capital Advisors September 2013 - Present
Florida State University Endowment October 2008 - Present
The No Greater Sacrifice Foundation January 2008 - Present
The Mt. Vernon Group January 2009 - September 2013
Merrill Lynch January 2006 - December 2008
Hovde Capital Advisors April 2004 - December 2005
Merrill Lynch April 2001 - April 2004
HedgeCall November 1999 - April 2001
Skills
Hedge Funds, Private Equity, Asset Management, Alternative Investments, Venture Capital, Commodities, Derivatives, Investment Banking, Capital Markets, Fund Of Funds, Sales Management, Asset Managment, Portfolio Management, Commodity, Investments, Structured Products, Private Placements, Fixed Income, Electronic Trading, Mutual Funds, Equities, Trading, Entrepreneurship, Strategy, Structured Finance
Education
University of Birmingham 1994 — 1996
MS
Florida State University 1992 — 1994
BA
Mercury Capital Advisors September 2013 - Present
Florida State University Endowment October 2008 - Present
The No Greater Sacrifice Foundation January 2008 - Present
The Mt. Vernon Group January 2009 - September 2013
Merrill Lynch January 2006 - December 2008
Hovde Capital Advisors April 2004 - December 2005
Merrill Lynch April 2001 - April 2004
HedgeCall November 1999 - April 2001
Skills
Hedge Funds, Private Equity, Asset Management, Alternative Investments, Venture Capital, Commodities, Derivatives, Investment Banking, Capital Markets, Fund Of Funds, Sales Management, Asset Managment, Portfolio Management, Commodity, Investments, Structured Products, Private Placements, Fixed Income, Electronic Trading, Mutual Funds, Equities, Trading, Entrepreneurship, Strategy, Structured Finance
Education
University of Birmingham 1994 — 1996
MS
Florida State University 1992 — 1994
BA
Anthony Decotis's Merrill Lynch Experience February 2008 - March 2009
Job Economics Teacher at Bishop Moore Catholic High School
Industry Higher Education
Experience
Bishop Moore Catholic High School August 2014 - Present
Florida State University June 2009 - May 2013
Merrill Lynch February 2008 - March 2009
Skills
Economics, Forecasting, Microsoft Excel, Typing, Research, Teaching, Macroeconomics, Mathematics, Public Speaking, PowerPoint, Data Analysis, Higher Education, Teamwork, Microsoft Office
Education
Florida State University 2010 — 2012
Master of Science (M.S.), Economics
Florida State University 2004 — 2007
Bachelor of Science (B.S.), Economics, 3.5
Bishop Moore Catholic High School August 2014 - Present
Florida State University June 2009 - May 2013
Merrill Lynch February 2008 - March 2009
Skills
Economics, Forecasting, Microsoft Excel, Typing, Research, Teaching, Macroeconomics, Mathematics, Public Speaking, PowerPoint, Data Analysis, Higher Education, Teamwork, Microsoft Office
Education
Florida State University 2010 — 2012
Master of Science (M.S.), Economics
Florida State University 2004 — 2007
Bachelor of Science (B.S.), Economics, 3.5
Amy Hamill Amy Hamill's Merrill Lynch Experience 2008 - 2009
Job Real Estate Agent at Smith and Associates
Industry Real Estate
Experience
Smith and Associates June 2015 - Present
Amy's Fresh Delivery August 2010 - Present
Northstar Realty January 2014 - June 2015
Faircount Media Group 2009 - 2010
Merrill Lynch 2008 - 2009
Florida House of Representatives March 2007 - May 2008
Fowler White Boggs 2006 - 2008
Skills
Management, Social Media Marketing, Market Research, Event Planning, Customer Service, Nonprofits, Online Marketing, Email Newsletter Design, Email Campaigning, WordPress, Microsoft Office, Website Creation, Website Development, Blogger, Authorize.net, MailChimp, Financial Reporting, QuickBooks, Salesforce.com, Brand Development, Branding & Identity, Organizational..., Social Networking, Social Entrepreneurship, Entrepreneurial..., Real Estate, Real Estate Transactions, Real Estate Financing
Education
University of Tampa - John H. Sykes College of Business 2008 — 2010
Master of Business Administration (M.B.A.), Marketing
Florida State University 2004 — 2008
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Smith and Associates June 2015 - Present
Amy's Fresh Delivery August 2010 - Present
Northstar Realty January 2014 - June 2015
Faircount Media Group 2009 - 2010
Merrill Lynch 2008 - 2009
Florida House of Representatives March 2007 - May 2008
Fowler White Boggs 2006 - 2008
Skills
Management, Social Media Marketing, Market Research, Event Planning, Customer Service, Nonprofits, Online Marketing, Email Newsletter Design, Email Campaigning, WordPress, Microsoft Office, Website Creation, Website Development, Blogger, Authorize.net, MailChimp, Financial Reporting, QuickBooks, Salesforce.com, Brand Development, Branding & Identity, Organizational..., Social Networking, Social Entrepreneurship, Entrepreneurial..., Real Estate, Real Estate Transactions, Real Estate Financing
Education
University of Tampa - John H. Sykes College of Business 2008 — 2010
Master of Business Administration (M.B.A.), Marketing
Florida State University 2004 — 2008
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Gregory E. Moore Gregory E. Moore's Merrill Lynch Experience 1995 - 2009
Job Managing Director at Medical Office Real Estate LLC
Industry Real Estate
Experience
Medical Office Real Estate LLC April 2015 - Present
Sperry Van Ness Commercial Realty 2013 - 2015
Florida Community Bank May 2011 - January 2013
Stillwater Companies 2013 - 2013
FDIC 2009 - May 2011
Merrill Lynch 1995 - 2009
GEM Capital 1990 - 1995
Federal Deposit Insurance Corporation/Capital Markets 1986 - 1990
Destin Savings Bank 1984 - 1985
Florida Department of Banking 1980 - 1984
Skills
Strong Business Acumen, Risk Management, Contract Negotiations, Structured Finance, Financial Analysis, Financial Management, Fixed Income Trading, Interest Rate Swaps, Commercial Banking, Leasing, Executive Management, Fixed Income, Managerial Finance, Contract Negotiation, Portfolio Management, Finance, Credit Analysis, Investments, Credit, Credit Risk, Due Diligence, Loans, Real Estate, Mortgage Lending, Banking, Valuation, Corporate Finance, Commercial Lending, Commercial Real Estate, Financial Services, Funding, Asset Management, Wealth Management, Securities, Loan Origination, Financial Risk, Treasury Management, Financial Structuring, Commercial Mortgages, Underwriting, Small Business Lending, Cash Management, Mortgage Banking, Restructuring, Real Estate Economics, Financial Modeling, Real Estate Financing, Asset Based Lending, Investment Properties, Residential Mortgages
Education
Florida State University 1976 — 1980
Bachelor of Science, Finance
Florida Graduate School of Banking
Merrill Lynch Credit
SouthTrust Banking Group- commercial lending training
Medical Office Real Estate LLC April 2015 - Present
Sperry Van Ness Commercial Realty 2013 - 2015
Florida Community Bank May 2011 - January 2013
Stillwater Companies 2013 - 2013
FDIC 2009 - May 2011
Merrill Lynch 1995 - 2009
GEM Capital 1990 - 1995
Federal Deposit Insurance Corporation/Capital Markets 1986 - 1990
Destin Savings Bank 1984 - 1985
Florida Department of Banking 1980 - 1984
Skills
Strong Business Acumen, Risk Management, Contract Negotiations, Structured Finance, Financial Analysis, Financial Management, Fixed Income Trading, Interest Rate Swaps, Commercial Banking, Leasing, Executive Management, Fixed Income, Managerial Finance, Contract Negotiation, Portfolio Management, Finance, Credit Analysis, Investments, Credit, Credit Risk, Due Diligence, Loans, Real Estate, Mortgage Lending, Banking, Valuation, Corporate Finance, Commercial Lending, Commercial Real Estate, Financial Services, Funding, Asset Management, Wealth Management, Securities, Loan Origination, Financial Risk, Treasury Management, Financial Structuring, Commercial Mortgages, Underwriting, Small Business Lending, Cash Management, Mortgage Banking, Restructuring, Real Estate Economics, Financial Modeling, Real Estate Financing, Asset Based Lending, Investment Properties, Residential Mortgages
Education
Florida State University 1976 — 1980
Bachelor of Science, Finance
Florida Graduate School of Banking
Merrill Lynch Credit
SouthTrust Banking Group- commercial lending training
Alexandria Babnik's Merrill Lynch Experience September 2011 - January 2012
Job DirectorClient Management at InSource
Industry Financial Services
Experience
InSource, Inc July 2015 - Present
Bright House Networks October 2013 - Present
Northwestern Mutual July 2012 - July 2014
MorganStanley SmithBarney LLC January 2012 - June 2012
Morgan Stanley Smith Barney January 2012 - June 2012
Merrill Lynch September 2011 - January 2012
Skills
Series 7, Investments, Financial Analysis, Retirement Planning, Portfolio Management, Strategic Financial..., Customer Service, Access, Budgets, Analysis
Education
Florida State University
St. Petersburg College, College of Business
Bachelor of Science2012
InSource, Inc July 2015 - Present
Bright House Networks October 2013 - Present
Northwestern Mutual July 2012 - July 2014
MorganStanley SmithBarney LLC January 2012 - June 2012
Morgan Stanley Smith Barney January 2012 - June 2012
Merrill Lynch September 2011 - January 2012
Skills
Series 7, Investments, Financial Analysis, Retirement Planning, Portfolio Management, Strategic Financial..., Customer Service, Access, Budgets, Analysis
Education
Florida State University
St. Petersburg College, College of Business
Bachelor of Science2012
Andrew W. Smith, J.D., CFP®'s Merrill Lynch Experience July 2012 - December 2014
Job Banker Associate at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank January 2015 - Present
Merrill Lynch July 2012 - December 2014
Stiles, Taylor & Grace, P.A. January 2009 - June 2012
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Insurance, Estate Planning, Portfolio Management, Life Insurance, Leadership, Budgets, Banking, Securities, Business Planning, Marketing Strategy, Networking, Mortgage Lending, Sales, Management, Variable Annuities, Fundraising, Personal Finance, Small Business, Strategy, Investments, Finance, Financial Services, Retirement, Public Speaking, Financial Planning, Series 7
Education
CFA Institute
Level II Candidate, Chartered Financial Analyst® Designation
Florida State University
Juris Doctor (J.D.)
Georgia Institute of Technology
Bachelor's Degree, Management, Cum Laude
Jesuit High School
High School
J.P. Morgan Private Bank January 2015 - Present
Merrill Lynch July 2012 - December 2014
Stiles, Taylor & Grace, P.A. January 2009 - June 2012
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Insurance, Estate Planning, Portfolio Management, Life Insurance, Leadership, Budgets, Banking, Securities, Business Planning, Marketing Strategy, Networking, Mortgage Lending, Sales, Management, Variable Annuities, Fundraising, Personal Finance, Small Business, Strategy, Investments, Finance, Financial Services, Retirement, Public Speaking, Financial Planning, Series 7
Education
CFA Institute
Level II Candidate, Chartered Financial Analyst® Designation
Florida State University
Juris Doctor (J.D.)
Georgia Institute of Technology
Bachelor's Degree, Management, Cum Laude
Jesuit High School
High School
Paula Aldridge Paula Aldridge's Merrill Lynch Experience November 1993 - November 2010
Job Business Analyst, AVP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2010 - Present
Merrill Lynch November 1993 - November 2010
Skills
Equities, Fixed Income, Series 7, Portfolio Management, Investments, Banking, Mutual Funds, Wealth Management, Financial Modeling, Securities, Financial Analysis, Bloomberg, Financial Services, Credit, Mortgage Lending, Mortgage Banking, Loan Origination, Mortgage Underwriting, Business Analysis, Business Requirements, Process Improvement, Project Management, SDLC, Software Development..., Quality Center, Agile Methodologies, SharePoint, Visio, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, SnagIt, Analytical Skills, Organization &..., Communication Skills, Highly motivated..., Positive Can-do Attitude, Dependable Team Player, Client Relations Skills, Quick Study, Finance, Risk Management
Education
Florida Community College at Jacksonville 1998 — 2000
Business Administration and Management, General
Terry Parker High School 1985 — 1988
High School Diploma
JPMorgan Chase November 2010 - Present
Merrill Lynch November 1993 - November 2010
Skills
Equities, Fixed Income, Series 7, Portfolio Management, Investments, Banking, Mutual Funds, Wealth Management, Financial Modeling, Securities, Financial Analysis, Bloomberg, Financial Services, Credit, Mortgage Lending, Mortgage Banking, Loan Origination, Mortgage Underwriting, Business Analysis, Business Requirements, Process Improvement, Project Management, SDLC, Software Development..., Quality Center, Agile Methodologies, SharePoint, Visio, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, SnagIt, Analytical Skills, Organization &..., Communication Skills, Highly motivated..., Positive Can-do Attitude, Dependable Team Player, Client Relations Skills, Quick Study, Finance, Risk Management
Education
Florida Community College at Jacksonville 1998 — 2000
Business Administration and Management, General
Terry Parker High School 1985 — 1988
High School Diploma
Lainey Rivera Lainey Rivera's Merrill Lynch Experience January 2011 - October 2014
Job Implementation Services Analyst
Industry Information Technology and Services
Experience
Fiserv September 2014 - Present
Merrill Lynch January 2011 - October 2014
Skills
Risk Management, Microsoft Excel, PowerPoint, Process Improvement, Microsoft Office, Banking, Leadership, Microsoft Word, Finance, Customer Service, Team Building, Time Management, Business Analysis, Analysis, Financial Services, Strategic Planning
Education
Florida State College at Jacksonville
Associate's degree, Sociology
Florida State University
Fiserv September 2014 - Present
Merrill Lynch January 2011 - October 2014
Skills
Risk Management, Microsoft Excel, PowerPoint, Process Improvement, Microsoft Office, Banking, Leadership, Microsoft Word, Finance, Customer Service, Team Building, Time Management, Business Analysis, Analysis, Financial Services, Strategic Planning
Education
Florida State College at Jacksonville
Associate's degree, Sociology
Florida State University
Matthew Musi, CRPC® Matthew Musi, CRPC®'s Merrill Lynch Experience June 2011 - November 2012
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2015 - Present
E*TRADE Financial November 2012 - March 2015
Merrill Lynch June 2011 - November 2012
Citi March 2010 - April 2010
Education
Florida State University 2006 — 2010
Bachelor of Science, Finance
TD Ameritrade March 2015 - Present
E*TRADE Financial November 2012 - March 2015
Merrill Lynch June 2011 - November 2012
Citi March 2010 - April 2010
Education
Florida State University 2006 — 2010
Bachelor of Science, Finance
Byron Butler Byron Butler's Merrill Lynch Experience April 2005 - July 2010
Job Advantage Sales & Marketing
Industry Consumer Goods
Experience
Advantage Sales & Marketing October 2012 - Present
Acosta Sales & Marketing January 2011 - October 2012
Merrill Lynch April 2005 - July 2010
United States Marine Corps July 1994 - July 1998
Skills
PowerPoint, Sales Management, Microsoft Word, Consumer Products, Microsoft Office, Strategic Planning, Shopper Marketing, Budgets, Account Management, 401k, New Business Development, Sales Process, Retail, Advertising, Marketing
Education
Jacksonville University 2002 — 2005
Bachelor's, Sports / Business Administration
Florida Community College at Jacksonville 1998 — 2002
Associates, General
Advantage Sales & Marketing October 2012 - Present
Acosta Sales & Marketing January 2011 - October 2012
Merrill Lynch April 2005 - July 2010
United States Marine Corps July 1994 - July 1998
Skills
PowerPoint, Sales Management, Microsoft Word, Consumer Products, Microsoft Office, Strategic Planning, Shopper Marketing, Budgets, Account Management, 401k, New Business Development, Sales Process, Retail, Advertising, Marketing
Education
Jacksonville University 2002 — 2005
Bachelor's, Sports / Business Administration
Florida Community College at Jacksonville 1998 — 2002
Associates, General
Eddie Muhic Eddie Muhic's Merrill Lynch Experience 2006 - 2011
Job Senior System Engineer at Landstar
Industry Logistics and Supply Chain
Experience
Landstar October 2011 - Present
Bank of America January 2010 - September 2011
Merill Lynch April 2007 - September 2011
Merrill Lynch 2006 - 2011
CQ Systems 2003 - 2006
CQ Systems 2003 - 2006
CQ Systems 2003 - 2006
CQ Systems 2003 - 2006
CQ Systems 2003 - 2006
Skills
HTML, CSS, SQL,..., ADO, ASP, PowerShell,..., Windows Server 2012,..., SQL Servers, Dell, IBM..., Computer Associates..., Symantec Veritas Backup..., Cisco Pix, Wireless..., HP Digital Senders, Dot..., Panda Server Client,..., Netscaler, NetIQ,..., Actuate Server,..., VMware Virtual..., Sun Identity Access..., CA SiteMinder Agent for..., Team Foundation Server,..., Repair/Building/Disaster..., Backup Devices and..., Outstanding technical..., exceptional skills in..., documentation,..., computer networks,...
Education
Florida State College at Jacksonville 2010 — 2014
Bachelor's Degree, Computer/Information Technology Administration and Management, 3.4 GPA
Florida State College at Jacksonville 2006 — 2008
Associate's Degree, Computer Science, 3.3 GPA
Florida State College at Jacksonville 2000 — 2003
Associate's Degree, Internet Services Technology (Webmaster/Web Development) ASSOCIATE IN SCIENCE DEGREE (A.S), 3.3 GPA
TECHNICAL VOCATIONAL SCHOOL, Düsseldorf, Germany - Zenica, Bosnia 1992 — 1998
TECHNICAL VOCATIONAL SCHOOL DIPLOMA, Biology, Physics Technician (with main emphasis on Chemistry)
Landstar October 2011 - Present
Bank of America January 2010 - September 2011
Merill Lynch April 2007 - September 2011
Merrill Lynch 2006 - 2011
CQ Systems 2003 - 2006
CQ Systems 2003 - 2006
CQ Systems 2003 - 2006
CQ Systems 2003 - 2006
CQ Systems 2003 - 2006
Skills
HTML, CSS, SQL,..., ADO, ASP, PowerShell,..., Windows Server 2012,..., SQL Servers, Dell, IBM..., Computer Associates..., Symantec Veritas Backup..., Cisco Pix, Wireless..., HP Digital Senders, Dot..., Panda Server Client,..., Netscaler, NetIQ,..., Actuate Server,..., VMware Virtual..., Sun Identity Access..., CA SiteMinder Agent for..., Team Foundation Server,..., Repair/Building/Disaster..., Backup Devices and..., Outstanding technical..., exceptional skills in..., documentation,..., computer networks,...
Education
Florida State College at Jacksonville 2010 — 2014
Bachelor's Degree, Computer/Information Technology Administration and Management, 3.4 GPA
Florida State College at Jacksonville 2006 — 2008
Associate's Degree, Computer Science, 3.3 GPA
Florida State College at Jacksonville 2000 — 2003
Associate's Degree, Internet Services Technology (Webmaster/Web Development) ASSOCIATE IN SCIENCE DEGREE (A.S), 3.3 GPA
TECHNICAL VOCATIONAL SCHOOL, Düsseldorf, Germany - Zenica, Bosnia 1992 — 1998
TECHNICAL VOCATIONAL SCHOOL DIPLOMA, Biology, Physics Technician (with main emphasis on Chemistry)
Alexander Reyentovich's Merrill Lynch Experience September 2005 - September 2009
Job at
Industry Information Technology and Services
Experience
Biloholdings September 2012 - Present
GroundLink September 2007 - 2011
Merrill Lynch September 2005 - September 2009
Skills
SQL, MySQL, Microsoft SQL Server, Web Services, XML, Databases, PHP, Subversion, IT Strategy, IIS, Disaster Recovery, E-commerce, Virtualization, Windows Server, SharePoint, Active Directory, Firewalls, System Administration, Microsoft Exchange, Hybrid Cloud, SCOM, Linux, Software Development
Education
Florida State University 1999 — 2004
BS, Computer Science
Biloholdings September 2012 - Present
GroundLink September 2007 - 2011
Merrill Lynch September 2005 - September 2009
Skills
SQL, MySQL, Microsoft SQL Server, Web Services, XML, Databases, PHP, Subversion, IT Strategy, IIS, Disaster Recovery, E-commerce, Virtualization, Windows Server, SharePoint, Active Directory, Firewalls, System Administration, Microsoft Exchange, Hybrid Cloud, SCOM, Linux, Software Development
Education
Florida State University 1999 — 2004
BS, Computer Science
Russell James Sebring Russell James Sebring's Merrill Lynch Experience August 2007 - May 2010
Job Market Tactician/Technician. Research, Trading, Asset/Portfolio Management, International Markets, Indice/Index Inventor
Industry Investment Management
Experience
I Me Mine (Independent) September 2010 - Present
Private November 2013 - April 2014
CME Group January 2011 - September 2011
Merrill Lynch August 2007 - May 2010
Assent, LLC May 2005 - January 2007
Western International Securities December 2004 - May 2005
FSU College of Communication & Information January 2002 - December 2004
Skills
Technical Analysis, Trading Systems, ETFs, Financial Markets, Commodity, Portfolio Management, Equity Trading, Trading Strategies, Investment Strategies, Options, Financial Analysis, Statistical Modeling, Fixed Income, Securities, Risk Management, Investments
Education
Market Technicians Association 2009 — 2014
Technical/Tactical Analy CMT Program Member, affiliate status and CMTi topped of class, Tactical Analysis, Asset Allocation, Investment Scaling, Behavioral Finance, Trade Systems, Forecasts, Passed all registered tests to date with high marks from leadership.
Florida State University 2001 — 2005
BS, International Economics, Foreign Market Focus, 3.9
I Me Mine (Independent) September 2010 - Present
Private November 2013 - April 2014
CME Group January 2011 - September 2011
Merrill Lynch August 2007 - May 2010
Assent, LLC May 2005 - January 2007
Western International Securities December 2004 - May 2005
FSU College of Communication & Information January 2002 - December 2004
Skills
Technical Analysis, Trading Systems, ETFs, Financial Markets, Commodity, Portfolio Management, Equity Trading, Trading Strategies, Investment Strategies, Options, Financial Analysis, Statistical Modeling, Fixed Income, Securities, Risk Management, Investments
Education
Market Technicians Association 2009 — 2014
Technical/Tactical Analy CMT Program Member, affiliate status and CMTi topped of class, Tactical Analysis, Asset Allocation, Investment Scaling, Behavioral Finance, Trade Systems, Forecasts, Passed all registered tests to date with high marks from leadership.
Florida State University 2001 — 2005
BS, International Economics, Foreign Market Focus, 3.9
STUART MCNALLY STUART MCNALLY's Merrill Lynch Experience December 2014 - Present
Job FDS Pricing Operations at Merril Lynch Inc
Industry Consumer Services
Experience
Merrill Lynch December 2014 - Present
Fidelity Investments May 2014 - June 2014
Publix Super Markets September 2008 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Creative Thinking, Communication Skills, Humility, Quantitative Analysis, Leadership, Sales, Networking, Marketing, Developing Business..., Management, Time Management, Teamwork, Data Entry, Inventory Management, Retail, Customer Satisfaction, Inventory Control, Merchandising, Cashiering, Visual Merchandising, Telephone Skills
Education
Florida State College at Jacksonville 2010 — 2012
B.A.S Management and Supervision, Business Administration and Management, General, 3.18
Merrill Lynch December 2014 - Present
Fidelity Investments May 2014 - June 2014
Publix Super Markets September 2008 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Creative Thinking, Communication Skills, Humility, Quantitative Analysis, Leadership, Sales, Networking, Marketing, Developing Business..., Management, Time Management, Teamwork, Data Entry, Inventory Management, Retail, Customer Satisfaction, Inventory Control, Merchandising, Cashiering, Visual Merchandising, Telephone Skills
Education
Florida State College at Jacksonville 2010 — 2012
B.A.S Management and Supervision, Business Administration and Management, General, 3.18
Rachel Cameron Rachel Cameron's Merrill Lynch Experience November 2012 - May 2013
Job Client Advocate at Black Diamond Reporting
Industry Financial Services
Experience
Black Diamond Performance Reporting, LLC August 2014 - Present
Black Diamond Performance Reporting, LLC May 2013 - Present
Merrill Lynch November 2012 - May 2013
Merrill Lynch March 2012 - November 2012
Merrill Lynch November 2010 - March 2012
State Farm Insurance September 2009 - November 2010
State Farm Insurance July 2006 - August 2009
Skills
Series 7, Informa, Communication, Critical Thinking, Maintaining A Positive..., Leadership..., Investment Strategies, Management, Investments, Customer Service, Finance, Financial Services
Education
University of North Florida 2007 — 2009
Bachelor of Science (BS), Psychology
Florida Community College at Jacksonville 2006 — 2007
Associate of Arts (A.A.), Psychology
Stanton College Prep
Black Diamond Performance Reporting, LLC August 2014 - Present
Black Diamond Performance Reporting, LLC May 2013 - Present
Merrill Lynch November 2012 - May 2013
Merrill Lynch March 2012 - November 2012
Merrill Lynch November 2010 - March 2012
State Farm Insurance September 2009 - November 2010
State Farm Insurance July 2006 - August 2009
Skills
Series 7, Informa, Communication, Critical Thinking, Maintaining A Positive..., Leadership..., Investment Strategies, Management, Investments, Customer Service, Finance, Financial Services
Education
University of North Florida 2007 — 2009
Bachelor of Science (BS), Psychology
Florida Community College at Jacksonville 2006 — 2007
Associate of Arts (A.A.), Psychology
Stanton College Prep
Jeffrey Revels Jeffrey Revels's Merrill Lynch Experience March 1995 - November 2000
Job Sr. VP Business Development Director at Citi
Industry Financial Services
Experience
Citi November 2000 - Present
Merrill Lynch March 1995 - November 2000
Education
University of North Florida 1993 — 1995
Bachelor's degree, Mass Communication/Media Studies
Florida Community College at Jacksonville 1991 — 1993
Associate's degree, Public Relations, Advertising, and Applied Communication
Citi November 2000 - Present
Merrill Lynch March 1995 - November 2000
Education
University of North Florida 1993 — 1995
Bachelor's degree, Mass Communication/Media Studies
Florida Community College at Jacksonville 1991 — 1993
Associate's degree, Public Relations, Advertising, and Applied Communication
Whit Kunzelman CFP® ChFC® Whit Kunzelman CFP® ChFC®'s Merrill Lynch Experience January 2011 - December 2012
Job .
Industry Financial Services
Experience
Schwab Advisor Services November 2012 - Present
Merrill Lynch January 2011 - December 2012
Seaside National Bank and Trust 2007 - July 2010
SunTrust Bank June 2005 - September 2007
Education
Florida State University 2001 — 2002
Certificate in Financial Planning, Financial Planning
Mercer University 1995 — 1997
Bachelor of Business Administration (BBA), Stetson School of Business and Economics
Schwab Advisor Services November 2012 - Present
Merrill Lynch January 2011 - December 2012
Seaside National Bank and Trust 2007 - July 2010
SunTrust Bank June 2005 - September 2007
Education
Florida State University 2001 — 2002
Certificate in Financial Planning, Financial Planning
Mercer University 1995 — 1997
Bachelor of Business Administration (BBA), Stetson School of Business and Economics
Corrine Voight Corrine Voight's Merrill Lynch Experience October 2013 - Present
Job GWIM Sr Operations Rep at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch October 2013 - Present
Budget Blinds October 2009 - October 2013
Vector Marketing May 2008 - October 2009
Vector Marketing April 2008 - October 2009
Skills
Sales, Recruiting, Management, QuickBooks, Payroll, Customer Service, Microsoft Excel, Microsoft Office, Access, Team Leadership, Direct Sales, Analysis, Sales Management, Time Management, Microsoft Word, Public Speaking, PowerPoint, Event Management, Event Planning, Account Management, Training, Social Media, Leadership, Marketing, Strategic Planning, Team Building, New Business Development, Marketing Strategy, Social Networking, Negotiation, Research, Budgets, Accounts Payable, Customer Retention, Human Resources
Education
University of North Florida 2011 — 2013
Finance, Business
Florida Community College at Jacksonville 2008 — 2010
AA, Business
Merrill Lynch October 2013 - Present
Budget Blinds October 2009 - October 2013
Vector Marketing May 2008 - October 2009
Vector Marketing April 2008 - October 2009
Skills
Sales, Recruiting, Management, QuickBooks, Payroll, Customer Service, Microsoft Excel, Microsoft Office, Access, Team Leadership, Direct Sales, Analysis, Sales Management, Time Management, Microsoft Word, Public Speaking, PowerPoint, Event Management, Event Planning, Account Management, Training, Social Media, Leadership, Marketing, Strategic Planning, Team Building, New Business Development, Marketing Strategy, Social Networking, Negotiation, Research, Budgets, Accounts Payable, Customer Retention, Human Resources
Education
University of North Florida 2011 — 2013
Finance, Business
Florida Community College at Jacksonville 2008 — 2010
AA, Business
Stephen Kyle Wade Stephen Kyle Wade's Merrill Lynch Experience June 2014 - May 2015
Job Consulting Group Analyst, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Merrill Lynch June 2014 - May 2015
RegentAtlantic Capital, LLC March 2011 - July 2014
Rutgers Business School September 2009 - May 2011
PSEG April 2010 - March 2011
UPS Supply Chain Solutions May 2008 - August 2009
Skills
Portfolio Management, Trading, Microsoft Excel, Bloomberg, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
M.Q.F., Quantitative Finance
Florida State University 2003 — 2007
B.S., Physics (Philosophy)
Morgan Stanley May 2015 - Present
Merrill Lynch June 2014 - May 2015
RegentAtlantic Capital, LLC March 2011 - July 2014
Rutgers Business School September 2009 - May 2011
PSEG April 2010 - March 2011
UPS Supply Chain Solutions May 2008 - August 2009
Skills
Portfolio Management, Trading, Microsoft Excel, Bloomberg, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
M.Q.F., Quantitative Finance
Florida State University 2003 — 2007
B.S., Physics (Philosophy)
Brooke Halper Brooke Halper's Merrill Lynch Experience March 2008 - February 2009
Job Seeking Employment
Industry Legal Services
Experience
Unemployed February 2015 - Present
Whitaker Securities November 2010 - November 2014
Self Employed January 2009 - December 2013
Merrill Lynch March 2008 - February 2009
Avolio & Hanlon, PC May 2005 - March 2008
Octagon Worldwide, Inc September 2003 - May 2005
ESPN 1998 - 2005
ESPN / Fox Sports January 1997 - January 2004
IMG Football May 2002 - August 2002
FOX Sports January 1998 - January 2000
Skills
PowerPoint, Outlook, Microsoft Excel, Video, Real Estate, Social Media Marketing, Legal Writing, Sports, Corporate Law, Arbitration, Public Relations, Series 63, Social Networking, Event Planning, Trading, Contract Negotiation, Leadership, Sponsorship, Asset Management, Financial Analysis, Contract Management, Sales, Strategic Financial..., Mergers & Acquisitions, Management, Social Media, Facebook, Marketing Communications, Marketing, Advertising, Investments, Team Building, Marketing Strategy, Strategic Planning, Event Management, Westlaw, Sales Management, New Business Development, Employee Benefits, Negotiation, Mediation, Financial Modeling, Series 7, Budgets
Education
Rutgers University School of Law 2000 — 2003
Juris Doctor
Florida State University 1995 — 1997
B.S., Economics; Marketing
The George Washington University 1993 — 1995
None / Transferred, Economics
The Lawrenceville School 1990 — 1993
Diploma
Unemployed February 2015 - Present
Whitaker Securities November 2010 - November 2014
Self Employed January 2009 - December 2013
Merrill Lynch March 2008 - February 2009
Avolio & Hanlon, PC May 2005 - March 2008
Octagon Worldwide, Inc September 2003 - May 2005
ESPN 1998 - 2005
ESPN / Fox Sports January 1997 - January 2004
IMG Football May 2002 - August 2002
FOX Sports January 1998 - January 2000
Skills
PowerPoint, Outlook, Microsoft Excel, Video, Real Estate, Social Media Marketing, Legal Writing, Sports, Corporate Law, Arbitration, Public Relations, Series 63, Social Networking, Event Planning, Trading, Contract Negotiation, Leadership, Sponsorship, Asset Management, Financial Analysis, Contract Management, Sales, Strategic Financial..., Mergers & Acquisitions, Management, Social Media, Facebook, Marketing Communications, Marketing, Advertising, Investments, Team Building, Marketing Strategy, Strategic Planning, Event Management, Westlaw, Sales Management, New Business Development, Employee Benefits, Negotiation, Mediation, Financial Modeling, Series 7, Budgets
Education
Rutgers University School of Law 2000 — 2003
Juris Doctor
Florida State University 1995 — 1997
B.S., Economics; Marketing
The George Washington University 1993 — 1995
None / Transferred, Economics
The Lawrenceville School 1990 — 1993
Diploma
Gladzena Young's Merrill Lynch Experience June 1999 - June 2001
Job Experienced Executive Administrative Professional/Notary
Industry Executive Office
Experience
Freedom Mortgage May 2014 - Present
Avon August 2010 - Present
Chase October 2011 - December 2013
PHH Mortgage June 2001 - November 2010
Merrill Lynch June 1999 - June 2001
Merrill Lynch August 1996 - June 1999
Merrill Lynch June 1995 - August 1996
Humana November 1994 - June 1995
United States Navy October 1984 - July 1994
Skills
Customer Service, Administrative..., Microsoft Excel, PowerPoint, Editing, Microsoft Office, Microsoft Word, Project Management, Public Speaking, Event Management, Office Management, Human Resources, Employee Relations, Spreadsheets, Leadership, Management, Event Planning, Outlook, Payroll, Time Management, Vendor Management, Training, Sales, Process Improvement, Team Building, Public Relations, Teamwork, Analysis, Access, Invoicing, Data Entry, Office Administration, Customer Satisfaction, Call Centers, Budgets, New Hire Orientations, Expense Reports, Expense Management, Coordinating Events, Coordinating Special..., Florida Notary, Coordinate Meetings, Organizing Meetings, Presentation Design, Written & Oral..., Impromptu Speaking, Direct Sales, Office Equipment, Equipment Maintenance, Ordering Office Supplies
Education
University of North Florida 2007 — 2011
Bachelor of Business Administration, Business Management
Florida Community College at Jacksonville 2002 — 2006
Associate of Arts Degree, Business Administration
Osborn High School 1980 — 1984
High School Diploma
Freedom Mortgage May 2014 - Present
Avon August 2010 - Present
Chase October 2011 - December 2013
PHH Mortgage June 2001 - November 2010
Merrill Lynch June 1999 - June 2001
Merrill Lynch August 1996 - June 1999
Merrill Lynch June 1995 - August 1996
Humana November 1994 - June 1995
United States Navy October 1984 - July 1994
Skills
Customer Service, Administrative..., Microsoft Excel, PowerPoint, Editing, Microsoft Office, Microsoft Word, Project Management, Public Speaking, Event Management, Office Management, Human Resources, Employee Relations, Spreadsheets, Leadership, Management, Event Planning, Outlook, Payroll, Time Management, Vendor Management, Training, Sales, Process Improvement, Team Building, Public Relations, Teamwork, Analysis, Access, Invoicing, Data Entry, Office Administration, Customer Satisfaction, Call Centers, Budgets, New Hire Orientations, Expense Reports, Expense Management, Coordinating Events, Coordinating Special..., Florida Notary, Coordinate Meetings, Organizing Meetings, Presentation Design, Written & Oral..., Impromptu Speaking, Direct Sales, Office Equipment, Equipment Maintenance, Ordering Office Supplies
Education
University of North Florida 2007 — 2011
Bachelor of Business Administration, Business Management
Florida Community College at Jacksonville 2002 — 2006
Associate of Arts Degree, Business Administration
Osborn High School 1980 — 1984
High School Diploma
Kaitlyn Thomas Kaitlyn Thomas's Merrill Lynch Experience May 2012 - August 2012
Job Juris Doctor, Northeastern University School of Law
Industry Law Practice
Experience
United States Attorney's Office March 2015 - May 2015
Northeastern University December 2014 - February 2015
Northeastern University Law Journal May 2014 - February 2015
Buckner August 2014 - November 2014
K Sports & Entertainment LLC December 2013 - February 2014
Boston Juvenile Court May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Radey Thomas Yon & Clark, P.A. 2010 - 2012
Kappa Alpha Theta Fraternity 2008 - 2012
Skills
Legal Research, Legal Writing, Event Planning, Research, PowerPoint, Creative Writing, Editing, Microsoft Office, Marketing, Spanish, Public Speaking, Training, Social Media, Recruiting, Courts, Criminal Law, Microsoft Excel, Microsoft Word, Receptionist Duties, Salesforce.com, Mediation, Social Networking
Education
Northeastern University School of Law 2012 — 2015
Juris Doctor
Florida State University 2008 — 2012
Bachelor of Arts (B.A.), Creative Writing, 3.62
Clearwater Central Catholic High School 2004 — 2008
High School diploma
United States Attorney's Office March 2015 - May 2015
Northeastern University December 2014 - February 2015
Northeastern University Law Journal May 2014 - February 2015
Buckner August 2014 - November 2014
K Sports & Entertainment LLC December 2013 - February 2014
Boston Juvenile Court May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Radey Thomas Yon & Clark, P.A. 2010 - 2012
Kappa Alpha Theta Fraternity 2008 - 2012
Skills
Legal Research, Legal Writing, Event Planning, Research, PowerPoint, Creative Writing, Editing, Microsoft Office, Marketing, Spanish, Public Speaking, Training, Social Media, Recruiting, Courts, Criminal Law, Microsoft Excel, Microsoft Word, Receptionist Duties, Salesforce.com, Mediation, Social Networking
Education
Northeastern University School of Law 2012 — 2015
Juris Doctor
Florida State University 2008 — 2012
Bachelor of Arts (B.A.), Creative Writing, 3.62
Clearwater Central Catholic High School 2004 — 2008
High School diploma
Alfonso Jimenez, CRPC® Alfonso Jimenez, CRPC®'s Merrill Lynch Experience March 2011 - Present
Job Assistant Vice President, Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
Wells Fargo Advisors March 2008 - March 2011
First Franklin Financial February 2001 - March 2008
Skills
Credit, Finance, Mortgage Lending, Financial Analysis, Banking, Loans, Portfolio Management, Residential Mortgages, Customer Service, Loan Origination
Education
Florida State University 1997 — 1999
Bachelor of Science, Pyschology
Miami Dade College 1993 — 1997
Associate in Art, Pre-Med
Merrill Lynch March 2011 - Present
Wells Fargo Advisors March 2008 - March 2011
First Franklin Financial February 2001 - March 2008
Skills
Credit, Finance, Mortgage Lending, Financial Analysis, Banking, Loans, Portfolio Management, Residential Mortgages, Customer Service, Loan Origination
Education
Florida State University 1997 — 1999
Bachelor of Science, Pyschology
Miami Dade College 1993 — 1997
Associate in Art, Pre-Med
Cory Fosdyck, CFP, CIMA, CPWA's Merrill Lynch Experience November 2006 - Present
Job Branch ManagerMerrill Lynch
Industry Financial Services
Experience
Destin Charity Wine Auction Foundation (DCWAF) August 2014 - Present
Destin Golf LLC December 2010 - Present
Northwest Florida State College January 2010 - Present
Merrill Lynch November 2006 - Present
Walton Area Chamber of Commerce January 2012 - January 2013
UBS Financial Services September 2002 - November 2006
Skills
Series 7, Asset Allocation, Wealth Management, Estate Planning, Investments, Mutual Funds, Retirement Planning, Strategic Planning, Strategic Financial..., 401k, Alternative Investments, Asset Management, Employee Benefits, Banking, Equities, Finance, Financial Services, Financial Advisory, Insurance, Fixed Annuities, Investment Advisory, Investment Management, Investment Strategies, Mortgage Lending, Life Insurance, Portfolio Management, Securities, Series 63, Small Business, Wealth, Retirement, Financial Planning
Education
University of Chicago 2012 — 2012
Certified Private Wealth Advisor
University of California, Berkeley 2008 — 2008
Certified Investment Management Analyst
Florida State University 2004 — 2005
Certificate of Financial Planning
Western Illinois University 2001 — 2002
Master of Business Administration (MBA)
Western Illinois University 1997 — 2001
Bachelor of Science (BS)
Destin Charity Wine Auction Foundation (DCWAF) August 2014 - Present
Destin Golf LLC December 2010 - Present
Northwest Florida State College January 2010 - Present
Merrill Lynch November 2006 - Present
Walton Area Chamber of Commerce January 2012 - January 2013
UBS Financial Services September 2002 - November 2006
Skills
Series 7, Asset Allocation, Wealth Management, Estate Planning, Investments, Mutual Funds, Retirement Planning, Strategic Planning, Strategic Financial..., 401k, Alternative Investments, Asset Management, Employee Benefits, Banking, Equities, Finance, Financial Services, Financial Advisory, Insurance, Fixed Annuities, Investment Advisory, Investment Management, Investment Strategies, Mortgage Lending, Life Insurance, Portfolio Management, Securities, Series 63, Small Business, Wealth, Retirement, Financial Planning
Education
University of Chicago 2012 — 2012
Certified Private Wealth Advisor
University of California, Berkeley 2008 — 2008
Certified Investment Management Analyst
Florida State University 2004 — 2005
Certificate of Financial Planning
Western Illinois University 2001 — 2002
Master of Business Administration (MBA)
Western Illinois University 1997 — 2001
Bachelor of Science (BS)
Amber Laake's Merrill Lynch Experience 2005 - 2006
Job Vice President at Laake Financial
Industry Insurance
Experience
Laake Financial October 2006 - Present
Merrill Lynch 2005 - 2006
Morgan Stanley 1998 - 2005
Skills
Healthcare, Risk Management, Insurance, Business Analysis, Project Management, Process Improvement, Underwriting, Vendor Management, Fixed Income, Program Management, Strategic Planning, IT Strategy, Wealth Management, Leadership, Requirements Analysis, Investments, Finance, Sales, Visio, Portfolio Management, Management, General Awesomeness
Education
Florida State University 1994 — 1997
Bachelor of Applied Science (BASc), Psychology/Business
Laake Financial October 2006 - Present
Merrill Lynch 2005 - 2006
Morgan Stanley 1998 - 2005
Skills
Healthcare, Risk Management, Insurance, Business Analysis, Project Management, Process Improvement, Underwriting, Vendor Management, Fixed Income, Program Management, Strategic Planning, IT Strategy, Wealth Management, Leadership, Requirements Analysis, Investments, Finance, Sales, Visio, Portfolio Management, Management, General Awesomeness
Education
Florida State University 1994 — 1997
Bachelor of Applied Science (BASc), Psychology/Business
Atricia Roberts's Merrill Lynch Experience November 2005 - March 2008
Job Communications Professional
Industry Public Relations and Communications
Experience
First African Baptist Church August 2010 - December 2014
U.S. Census Bureau January 2010 - October 2010
Savannah 21st Century January 2009 - September 2010
Merrill Lynch November 2005 - March 2008
Skills
Public Speaking, Marketing Communications, Community Outreach, Public Relations, Events Coordination, Series 7, Series 63, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Investment Strategies, Advertising, Social Media, Marketing
Education
University of Florida 2012 — 2014
Masters of Arts (M.A.), Communication, Journalism, and Related Programs
Florida State University 2000 — 2004
Bachelor of Science, Multinational Business Operations, Cum Laude, 3.68
First African Baptist Church August 2010 - December 2014
U.S. Census Bureau January 2010 - October 2010
Savannah 21st Century January 2009 - September 2010
Merrill Lynch November 2005 - March 2008
Skills
Public Speaking, Marketing Communications, Community Outreach, Public Relations, Events Coordination, Series 7, Series 63, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Investment Strategies, Advertising, Social Media, Marketing
Education
University of Florida 2012 — 2014
Masters of Arts (M.A.), Communication, Journalism, and Related Programs
Florida State University 2000 — 2004
Bachelor of Science, Multinational Business Operations, Cum Laude, 3.68
Sheila Pressley's Merrill Lynch Experience January 2002 - January 2003
Job Director, Customer Revenue Services
Industry Utilities
Experience
JEA December 2013 - Present
JEA 2009 - December 2013
JEA December 2012 - April 2013
JEA February 2005 - November 2007
Merrill Lynch January 2002 - January 2003
Bank of America December 1981 - March 2002
Skills
Project Management, Program Management, Process Improvement, Change Management, Analysis, Business Process..., Contract Negotiation, Management, Project Planning, Strategic Planning, Energy, Internal Communications, Budgets, Six Sigma, Leadership, Integration, Business Process, Business Analysis, Vendor Management, Contract Management, Visio, Strategy, Smart Grid, Team Leadership, Operations Management, Requirements Gathering, Power Generation, Microsoft Project, Customer Service, Financial Analysis, Credit Cards, ACH, Mobile Payments, A/R Collections
Education
Florida State University 1977 — 1981
Fine/Studio Arts, General
University of Phoenix
Business Administration
JEA December 2013 - Present
JEA 2009 - December 2013
JEA December 2012 - April 2013
JEA February 2005 - November 2007
Merrill Lynch January 2002 - January 2003
Bank of America December 1981 - March 2002
Skills
Project Management, Program Management, Process Improvement, Change Management, Analysis, Business Process..., Contract Negotiation, Management, Project Planning, Strategic Planning, Energy, Internal Communications, Budgets, Six Sigma, Leadership, Integration, Business Process, Business Analysis, Vendor Management, Contract Management, Visio, Strategy, Smart Grid, Team Leadership, Operations Management, Requirements Gathering, Power Generation, Microsoft Project, Customer Service, Financial Analysis, Credit Cards, ACH, Mobile Payments, A/R Collections
Education
Florida State University 1977 — 1981
Fine/Studio Arts, General
University of Phoenix
Business Administration
Christina Kupper's Merrill Lynch Experience 1996 - 2000
Job Sales Professional
Industry Industrial Automation
Experience
Industrial Repair Service June 2012 - Present
Paramount Employment Services October 2008 - December 2014
Industrial Repair Service September 2009 - June 2012
BioPointe 2006 - 2008
WellSpring Management, LLC 2005 - 2006
Water Street Capital 2001 - 2005
Merrill Lynch 1996 - 2000
Skills
Recruiting, Training, Management, Sales Operations, Sales, Sales Management, Career Counseling, Resume Writing, Customer Service, Solution Selling, HR Consulting, Product Development, Time Management, Research, Policy, Job Search, New Business Development, Account Management, Business Development, Hedge Funds, Healthcare, Microsoft Excel, Talent Acquisition
Education
Florida Community College at Jacksonville
Business Administration and Management, General
Industrial Repair Service June 2012 - Present
Paramount Employment Services October 2008 - December 2014
Industrial Repair Service September 2009 - June 2012
BioPointe 2006 - 2008
WellSpring Management, LLC 2005 - 2006
Water Street Capital 2001 - 2005
Merrill Lynch 1996 - 2000
Skills
Recruiting, Training, Management, Sales Operations, Sales, Sales Management, Career Counseling, Resume Writing, Customer Service, Solution Selling, HR Consulting, Product Development, Time Management, Research, Policy, Job Search, New Business Development, Account Management, Business Development, Hedge Funds, Healthcare, Microsoft Excel, Talent Acquisition
Education
Florida Community College at Jacksonville
Business Administration and Management, General
Kyle Mertz's Merrill Lynch Experience February 2008 - December 2008
Job Lock Desk Administration Manager at The Federal Savings Bank
Industry Financial Services
Experience
The Federal Savings Bank October 2012 - Present
The Federal Savings Bank June 2010 - October 2012
The Federal Savings Bank September 2009 - June 2010
The PrivateBank Mortgage Company, LLC March 2009 - August 2009
Merrill Lynch February 2008 - December 2008
Federal Home Loan Bank of Chicago October 2006 - February 2008
Federal Home Loan Bank of Chicago November 2004 - September 2006
Skills
Records Management, Loans, Mortgage Lending, Banking, Analysis
Education
Florida State University 1997 — 2002
B.A., Major in Psychology; Minor in English
The Federal Savings Bank October 2012 - Present
The Federal Savings Bank June 2010 - October 2012
The Federal Savings Bank September 2009 - June 2010
The PrivateBank Mortgage Company, LLC March 2009 - August 2009
Merrill Lynch February 2008 - December 2008
Federal Home Loan Bank of Chicago October 2006 - February 2008
Federal Home Loan Bank of Chicago November 2004 - September 2006
Skills
Records Management, Loans, Mortgage Lending, Banking, Analysis
Education
Florida State University 1997 — 2002
B.A., Major in Psychology; Minor in English
Curtis Stiles's Merrill Lynch Experience 1999 - 2000
Job Sr. Systems Engineer at Citizens Property Insurance Corporation
Industry Computer Networking
Experience
Citizens Property Insurance Corporation May 2014 - Present
Allstate June 2013 - December 2013
Florida State College at Jacksonville February 2012 - June 2013
Baptist Health November 2010 - February 2012
MSC Care Management February 2009 - January 2011
Disney August 2008 - June 2009
Fidelity Information Services December 2003 - May 2008
Fidelity Information 2000 - 2008
Merrill Lynch 1999 - 2000
Pomeroy Computer Resources 1997 - 1999
Skills
Disaster Recovery, SharePoint, VMware, Windows Server, Active Directory, VMware ESX, Servers, IIS, Citrix, Virtualization, Network Security, DNS, Server Architecture, Microsoft Exchange, DHCP, Network Administration, Microsoft SQL Server, Troubleshooting, Data Center, Operating Systems, ITIL, System Administration, Microsoft Certified...
Education
Florida State College at Jacksonville 1999 — 2003
AS, Computer Science
Western Governors University
BA, Information Technology
Citizens Property Insurance Corporation May 2014 - Present
Allstate June 2013 - December 2013
Florida State College at Jacksonville February 2012 - June 2013
Baptist Health November 2010 - February 2012
MSC Care Management February 2009 - January 2011
Disney August 2008 - June 2009
Fidelity Information Services December 2003 - May 2008
Fidelity Information 2000 - 2008
Merrill Lynch 1999 - 2000
Pomeroy Computer Resources 1997 - 1999
Skills
Disaster Recovery, SharePoint, VMware, Windows Server, Active Directory, VMware ESX, Servers, IIS, Citrix, Virtualization, Network Security, DNS, Server Architecture, Microsoft Exchange, DHCP, Network Administration, Microsoft SQL Server, Troubleshooting, Data Center, Operating Systems, ITIL, System Administration, Microsoft Certified...
Education
Florida State College at Jacksonville 1999 — 2003
AS, Computer Science
Western Governors University
BA, Information Technology
Sarah Volling's Merrill Lynch Experience June 2002 - March 2004
Job Regional Director Business Development & Sales at Blue Chip Green Cleaning
Industry Investment Management
Experience
Blue Chip Green Cleaning, Inc. June 2015 - Present
Zero TO Capital, Inc & Comprehensive You, LLC January 2011 - Present
SunTrust Investment Services March 2004 - December 2010
Merrill Lynch June 2002 - March 2004
Coca-Cola Enterprises November 2001 - June 2002
Skills
Investments, Retirement Planning, Management, Finance, Strategy, Sales, Wealth Management, Financial Advisory, Series 7, Portfolio Management, New Business Development, Business Development, Public Speaking, Relationship Management, Marketing, Advertising, Logo Design, Business Planning, Business Continuity..., Communications, Sports and Entertainment, Non-profit Consulting, Ministry Development, Consulting, Educational Consulting, FinTech, Insurance, Real Estate
Education
Florida State University 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Valencia College 2000 — 2000
Summer Courses, Accounting
Woodward Academy 1994 — 1997
High School Diploma
The American College
Certified Financial Planner Courses, Professional Certification
Blue Chip Green Cleaning, Inc. June 2015 - Present
Zero TO Capital, Inc & Comprehensive You, LLC January 2011 - Present
SunTrust Investment Services March 2004 - December 2010
Merrill Lynch June 2002 - March 2004
Coca-Cola Enterprises November 2001 - June 2002
Skills
Investments, Retirement Planning, Management, Finance, Strategy, Sales, Wealth Management, Financial Advisory, Series 7, Portfolio Management, New Business Development, Business Development, Public Speaking, Relationship Management, Marketing, Advertising, Logo Design, Business Planning, Business Continuity..., Communications, Sports and Entertainment, Non-profit Consulting, Ministry Development, Consulting, Educational Consulting, FinTech, Insurance, Real Estate
Education
Florida State University 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Valencia College 2000 — 2000
Summer Courses, Accounting
Woodward Academy 1994 — 1997
High School Diploma
The American College
Certified Financial Planner Courses, Professional Certification
Wendy Khan's Merrill Lynch Experience October 2005 - November 2007
Job Grants and Capital Budget Program Manager at Jacksonville Transportation Authority
Industry Government Administration
Experience
Jacksonville Transportation Authority November 2013 - Present
Consultant March 2013 - Present
ElderSource April 2012 - November 2013
City of Jacksonville December 2007 - March 2012
Merrill Lynch October 2005 - November 2007
Skills
Economic Development, Zoning, Project Planning, Government, Land Use Planning, Policy, Land Use, Grants, Entitlements, Program Management, Strategic Planning, Community Development, Urban Planning, Grant Writing, Public Administration, Legislative Relations, GIS, Community Outreach, Sustainability, Redevelopment, Proposal Writing, Transportation Planning, Nonprofits, Fundraising, Budgets, Policy Analysis, Comprehensive Planning, Local Government, Regional Planning, Public Policy, Public Speaking, Project Management, Data Analysis, Non-profits, Research, Finance
Education
Florida State University 2006 — 2008
Master of Business Administration (MBA)
Florida State University - College of Business 2006 — 2008
MBA, Business Administration
University at Buffalo
BA, International Business/Geography
Jacksonville Transportation Authority November 2013 - Present
Consultant March 2013 - Present
ElderSource April 2012 - November 2013
City of Jacksonville December 2007 - March 2012
Merrill Lynch October 2005 - November 2007
Skills
Economic Development, Zoning, Project Planning, Government, Land Use Planning, Policy, Land Use, Grants, Entitlements, Program Management, Strategic Planning, Community Development, Urban Planning, Grant Writing, Public Administration, Legislative Relations, GIS, Community Outreach, Sustainability, Redevelopment, Proposal Writing, Transportation Planning, Nonprofits, Fundraising, Budgets, Policy Analysis, Comprehensive Planning, Local Government, Regional Planning, Public Policy, Public Speaking, Project Management, Data Analysis, Non-profits, Research, Finance
Education
Florida State University 2006 — 2008
Master of Business Administration (MBA)
Florida State University - College of Business 2006 — 2008
MBA, Business Administration
University at Buffalo
BA, International Business/Geography
ANGEL WILCHAR's Merrill Lynch Experience August 2010 - Present
Job Assistant Vice President at Bank of America/Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2010 - Present
Merrill Lynch July 2007 - August 2010
Skills
Series 7, Series 63, Mutual Funds, Series 24, Securities, Equities, Fixed Income, Uniform Combined State..., Financial Analysis, Credit, Investments, Banking, Middle Office, Bloomberg, Strategic Financial...
Education
Florida Community College at Jacksonville 2001 — 2011
AA, Marketing
Merrill Lynch August 2010 - Present
Merrill Lynch July 2007 - August 2010
Skills
Series 7, Series 63, Mutual Funds, Series 24, Securities, Equities, Fixed Income, Uniform Combined State..., Financial Analysis, Credit, Investments, Banking, Middle Office, Bloomberg, Strategic Financial...
Education
Florida Community College at Jacksonville 2001 — 2011
AA, Marketing
Annette Gantert's Merrill Lynch Experience June 2007 - January 2009
Job Financial Analyst
Industry Banking
Experience
Cornerstone Home Lending, Inc. July 2012 - Present
EverBank September 2010 - July 2012
Lender Processing Services, Inc. (LPS) May 2009 - June 2010
Merrill Lynch June 2007 - January 2009
Fidelity National Information Services August 2005 - May 2007
Fidelity National Information Services June 1999 - August 2005
Skills
Proposal Writing, Vendor Management, Project Management, Microsoft Office, Analysis, Banking, Risk Management
Education
Florida State University 1986 — 1991
Bachelor of Science, Finance
Cornerstone Home Lending, Inc. July 2012 - Present
EverBank September 2010 - July 2012
Lender Processing Services, Inc. (LPS) May 2009 - June 2010
Merrill Lynch June 2007 - January 2009
Fidelity National Information Services August 2005 - May 2007
Fidelity National Information Services June 1999 - August 2005
Skills
Proposal Writing, Vendor Management, Project Management, Microsoft Office, Analysis, Banking, Risk Management
Education
Florida State University 1986 — 1991
Bachelor of Science, Finance
Stacy Buchanan's Merrill Lynch Experience February 2014 - July 2014
Job Sr. QA Specialist
Industry Information Technology and Services
Experience
Orlando Utilities Commission July 2015 - Present
SunGard Capital Markets October 2014 - June 2015
Merrill Lynch February 2014 - July 2014
Merrill Lynch February 2011 - January 2014
Merrill Lynch August 2006 - February 2011
First Coast Service Options, Inc. May 2001 - July 2006
First Coast Service Options, Inc. 2000 - 2005
First Coast Service Options, Inc. 2000 - 2005
Fairlaine Training and Development 1997 - 1999
Fairlaine Training and Development 1997 - 1999
Skills
User Acceptance Testing, Quality Center, SDLC, Test Planning, Test Management, Quality Assurance, Software Quality..., Test Automation, QTP, Regression Testing, Agile Methodologies, System Testing, Testing, Manual Testing, Test Strategy, Test Cases, Defect Tracking, Waterfall, Software Project..., Performance Testing, Process Improvement, Business Analysis, Software Documentation, Visio, Agile, Financial Services, HP QTP
Education
Florida Community College at Jacksonville 2000 — 2006
Associates, Web/Multimedia Management and Webmaster
Orlando Utilities Commission July 2015 - Present
SunGard Capital Markets October 2014 - June 2015
Merrill Lynch February 2014 - July 2014
Merrill Lynch February 2011 - January 2014
Merrill Lynch August 2006 - February 2011
First Coast Service Options, Inc. May 2001 - July 2006
First Coast Service Options, Inc. 2000 - 2005
First Coast Service Options, Inc. 2000 - 2005
Fairlaine Training and Development 1997 - 1999
Fairlaine Training and Development 1997 - 1999
Skills
User Acceptance Testing, Quality Center, SDLC, Test Planning, Test Management, Quality Assurance, Software Quality..., Test Automation, QTP, Regression Testing, Agile Methodologies, System Testing, Testing, Manual Testing, Test Strategy, Test Cases, Defect Tracking, Waterfall, Software Project..., Performance Testing, Process Improvement, Business Analysis, Software Documentation, Visio, Agile, Financial Services, HP QTP
Education
Florida Community College at Jacksonville 2000 — 2006
Associates, Web/Multimedia Management and Webmaster
Dennis Corey Parrish's Merrill Lynch Experience April 2002 - July 2007
Job Firefighter/Paramedic
Industry Public Safety
Experience
Jacksonville Fire and Rescue Department January 2015 - Present
St. Vincent's HealthCare August 2005 - January 2015
Merrill Lynch April 2002 - July 2007
Skills
ACLS, Ambulance, BLS, Coaching, Community Outreach, Cpr Certified, Critical Care, Customer Service, Healthcare, Leadership, Management, Patient Safety, Public Speaking, Teaching, Team Building, Training, Paramedic, Leadership Development, Program Management, Team Leadership, Microsoft Office
Education
Fire Academy of the South 2015 — 2015
Fire Science/Fire-fighting
Florida State College at Jacksonville 2004 — 2007
A.S., Emergency Medical Services
Hampton University 1997 — 1999
Biology
Jacksonville Fire and Rescue Department January 2015 - Present
St. Vincent's HealthCare August 2005 - January 2015
Merrill Lynch April 2002 - July 2007
Skills
ACLS, Ambulance, BLS, Coaching, Community Outreach, Cpr Certified, Critical Care, Customer Service, Healthcare, Leadership, Management, Patient Safety, Public Speaking, Teaching, Team Building, Training, Paramedic, Leadership Development, Program Management, Team Leadership, Microsoft Office
Education
Fire Academy of the South 2015 — 2015
Fire Science/Fire-fighting
Florida State College at Jacksonville 2004 — 2007
A.S., Emergency Medical Services
Hampton University 1997 — 1999
Biology
Tani Walker's Merrill Lynch Experience August 2009 - October 2011
Job Information Technoloy Security\Analyst Support Services
Industry Information Technology and Services
Experience
Citi October 2012 - Present
Merrill Lynch August 2009 - October 2011
CIT April 2006 - September 2009
Bank of America March 2001 - October 2006
Skills
Disaster Recovery, SDLC, Business Analysis, Vendor Management, Visio, Risk Management, SQL, Business Continuity, SharePoint, ITIL, Active Directory, Java, Oracle, Relationship Management, Microsoft SQL Server
Education
Florida Technical College 1999 — 1999
Yes, C++\Java
Florida State College at Jacksonville 1981 — 1985
Associate, Accounting/Information Technology
Citi October 2012 - Present
Merrill Lynch August 2009 - October 2011
CIT April 2006 - September 2009
Bank of America March 2001 - October 2006
Skills
Disaster Recovery, SDLC, Business Analysis, Vendor Management, Visio, Risk Management, SQL, Business Continuity, SharePoint, ITIL, Active Directory, Java, Oracle, Relationship Management, Microsoft SQL Server
Education
Florida Technical College 1999 — 1999
Yes, C++\Java
Florida State College at Jacksonville 1981 — 1985
Associate, Accounting/Information Technology
Morris Gordon's Merrill Lynch Experience November 2007 - January 2009
Job Investment Banking Professional
Industry Investment Banking
Experience
Merrill Lynch November 2007 - January 2009
Fidelity Investments June 2007 - October 2007
Education
Florida State College at Jacksonville 2000 — 2009
AA, Business
Merrill Lynch November 2007 - January 2009
Fidelity Investments June 2007 - October 2007
Education
Florida State College at Jacksonville 2000 — 2009
AA, Business
Sandy Sikora's Merrill Lynch Experience November 1990 - January 2009
Job Business Support Lead at Bank of America
Industry Program Development
Experience
Bank of America July 2012 - Present
Bank of America June 2012 - July 2012
Bank of America March 2012 - June 2012
Bank of America September 2010 - March 2012
Tek Systems June 2010 - August 2010
U. S. Census Bureau May 2010 - June 2010
CC Borden Construction May 2010 - June 2010
C. C. Borden Construction March 2010 - March 2010
Prudential Financial May 2009 - August 2009
Merrill Lynch November 1990 - January 2009
Skills
User Acceptance Testing, Customer Relations, Policy, Team Building, Analysis, Customer Service, Management, Vendor Management, Leadership, Training, Business Analysis, Process Improvement, SharePoint Designer, SharePoint Developer, InfoPath Forms, Business Continuity..., MyWork LOBC, Space Planing, Change Management, SharePoint, Six Sigma, Program Management
Education
University of North Florida 2010 — 2010
Project Management
Florida State College at Jacksonville 1983 — 1985
Liberal Arts
Englewood High School 1973 — 1974
General
J. S. Morton East 1970 — 1973
Bank of America July 2012 - Present
Bank of America June 2012 - July 2012
Bank of America March 2012 - June 2012
Bank of America September 2010 - March 2012
Tek Systems June 2010 - August 2010
U. S. Census Bureau May 2010 - June 2010
CC Borden Construction May 2010 - June 2010
C. C. Borden Construction March 2010 - March 2010
Prudential Financial May 2009 - August 2009
Merrill Lynch November 1990 - January 2009
Skills
User Acceptance Testing, Customer Relations, Policy, Team Building, Analysis, Customer Service, Management, Vendor Management, Leadership, Training, Business Analysis, Process Improvement, SharePoint Designer, SharePoint Developer, InfoPath Forms, Business Continuity..., MyWork LOBC, Space Planing, Change Management, SharePoint, Six Sigma, Program Management
Education
University of North Florida 2010 — 2010
Project Management
Florida State College at Jacksonville 1983 — 1985
Liberal Arts
Englewood High School 1973 — 1974
General
J. S. Morton East 1970 — 1973
Chris Fiorentino's Merrill Lynch Experience September 1992 - July 1998
Job Assistant Vice President of Underwriting NBIS
Industry Insurance
Experience
NBIS September 2009 - Present
Deep South July 2006 - February 2009
Continental Special Risk September 2002 - November 2005
State Farm Insurance August 1998 - January 2002
Merrill Lynch September 1992 - July 1998
Skills
Insurance, Underwriting, Property & Casualty..., Legal Liability, Umbrella Insurance, Liability, Casualty, Brokers, Inland Marine, Commercial Insurance, General Insurance, Risk Management, Casualty Insurance, Management
Education
Florida State University 1990 — 1992
Bachelor of Science, Economics
NBIS September 2009 - Present
Deep South July 2006 - February 2009
Continental Special Risk September 2002 - November 2005
State Farm Insurance August 1998 - January 2002
Merrill Lynch September 1992 - July 1998
Skills
Insurance, Underwriting, Property & Casualty..., Legal Liability, Umbrella Insurance, Liability, Casualty, Brokers, Inland Marine, Commercial Insurance, General Insurance, Risk Management, Casualty Insurance, Management
Education
Florida State University 1990 — 1992
Bachelor of Science, Economics
Joe Pegg, MBA's Merrill Lynch Experience February 2001 - March 2002
Job Regional Sales Manager at Robalo Boats
Industry Maritime
Experience
Robalo Boats February 2005 - Present
Chaparral Boats August 2003 - February 2005
Merrill Lynch February 2001 - March 2002
Skills
Sales, Sales Management, Marketing Strategy, Business Strategy, New Business Development, Sales Operations, Marketing, Pricing, International Sales, Strategy, Negotiation, Contract Negotiation, Finance, Business Development, Forecasting, Strategic Planning, Competitive Analysis, Selling, Advertising, Product Marketing, B2B, Investments, Boating, Management, Sales Process, Account Management, Social Media Marketing, Social Media Advertising
Education
University of Florida 2009 — 2010
Masters, MBA - Master of Business Administration
Florida State University 1999 — 2003
Bachelor of Science, Finance, International Business
Florida State University - College of Business 1999 — 2003
Bachelor of Science, Finance, International Business
Saint Thomas Aquinas High School 1995 — 1999
Robalo Boats February 2005 - Present
Chaparral Boats August 2003 - February 2005
Merrill Lynch February 2001 - March 2002
Skills
Sales, Sales Management, Marketing Strategy, Business Strategy, New Business Development, Sales Operations, Marketing, Pricing, International Sales, Strategy, Negotiation, Contract Negotiation, Finance, Business Development, Forecasting, Strategic Planning, Competitive Analysis, Selling, Advertising, Product Marketing, B2B, Investments, Boating, Management, Sales Process, Account Management, Social Media Marketing, Social Media Advertising
Education
University of Florida 2009 — 2010
Masters, MBA - Master of Business Administration
Florida State University 1999 — 2003
Bachelor of Science, Finance, International Business
Florida State University - College of Business 1999 — 2003
Bachelor of Science, Finance, International Business
Saint Thomas Aquinas High School 1995 — 1999
Arjan Cilingiri's Merrill Lynch Experience January 2013 - May 2013
Job Sales Manager
Industry Outsourcing/Offshoring
Experience
LLL Services & Supply Inc. July 2013 - Present
Merrill Lynch January 2013 - May 2013
Convergys November 2009 - December 2012
BUSHATI shpk 2007 - 2008
Skills
MS Project, Project Management, Project Planning, Microsoft Office, Contract Management, Team Management, Surveying, AutoCAD, Quality Assurance, Microsoft Excel, Workforce Management, Project Coordination, BPO, Project Delivery, Supervising, Program Management, Process Scheduler, Windows
Education
POLYTECHNIC UNIVERSITY OF TIRANA 2001 — 2006
BS, CIVIL ENGINEER
Florida State College at Jacksonville
LLL Services & Supply Inc. July 2013 - Present
Merrill Lynch January 2013 - May 2013
Convergys November 2009 - December 2012
BUSHATI shpk 2007 - 2008
Skills
MS Project, Project Management, Project Planning, Microsoft Office, Contract Management, Team Management, Surveying, AutoCAD, Quality Assurance, Microsoft Excel, Workforce Management, Project Coordination, BPO, Project Delivery, Supervising, Program Management, Process Scheduler, Windows
Education
POLYTECHNIC UNIVERSITY OF TIRANA 2001 — 2006
BS, CIVIL ENGINEER
Florida State College at Jacksonville
Ashley Hollier's Merrill Lynch Experience March 2008 - June 2011
Job Project Manager II Operations Administration
Industry Insurance
Experience
Centene Corporation September 2015 - Present
Centene Corporation June 2011 - September 2015
Merrill Lynch March 2008 - June 2011
ING Financial Partners January 2006 - March 2008
Skills
Microsoft Office, Research Project..., Project Coordination, Project Management, Health Insurance, HIPAA, Healthcare Management, Managed Care, Insurance, Medicare, Process Improvement, Healthcare Information..., Medicaid, Healthcare, Strategic Planning, Leadership, Team Building, Management, Program Management, Microsoft Excel, Health Policy, Healthcare Industry, Analysis, Provider Relations, Customer Service, Software Documentation, Access, Business Analysis, Operations Management, Policy, Physician Relations, Physicians, Hospitals, Account Management, Data Analysis, Risk Management, Training, Vendor Management, Financial Analysis, Claim, Long-term Care, Medical Billing, HMO, Healthcare Consulting
Education
Florida Community College at Jacksonville
Centene Corporation September 2015 - Present
Centene Corporation June 2011 - September 2015
Merrill Lynch March 2008 - June 2011
ING Financial Partners January 2006 - March 2008
Skills
Microsoft Office, Research Project..., Project Coordination, Project Management, Health Insurance, HIPAA, Healthcare Management, Managed Care, Insurance, Medicare, Process Improvement, Healthcare Information..., Medicaid, Healthcare, Strategic Planning, Leadership, Team Building, Management, Program Management, Microsoft Excel, Health Policy, Healthcare Industry, Analysis, Provider Relations, Customer Service, Software Documentation, Access, Business Analysis, Operations Management, Policy, Physician Relations, Physicians, Hospitals, Account Management, Data Analysis, Risk Management, Training, Vendor Management, Financial Analysis, Claim, Long-term Care, Medical Billing, HMO, Healthcare Consulting
Education
Florida Community College at Jacksonville
Albert El Beyrouty, M.S.'s Merrill Lynch Experience April 2012 - December 2013
Job Property Manager / Real Estate Agent at Byblos Beach Realty
Industry Financial Services
Experience
Byblos Beach Realty December 2013 - Present
Merrill Lynch April 2012 - December 2013
Florida State University Student Investment Fund August 2010 - April 2011
Skills
Investments, Strategic Financial..., Financial Modeling, Asset Management, Risk Management, Financial Analysis, Finance, Retirement Planning, Mutual Funds, Valuation, Portfolio Management, Securities, Real Estate, Property Management
Education
Florida State University 2010 — 2011
Master of Science (MS), Finance
Florida State University 2006 — 2010
Bachelor of Science (BS), Finance
Byblos Beach Realty December 2013 - Present
Merrill Lynch April 2012 - December 2013
Florida State University Student Investment Fund August 2010 - April 2011
Skills
Investments, Strategic Financial..., Financial Modeling, Asset Management, Risk Management, Financial Analysis, Finance, Retirement Planning, Mutual Funds, Valuation, Portfolio Management, Securities, Real Estate, Property Management
Education
Florida State University 2010 — 2011
Master of Science (MS), Finance
Florida State University 2006 — 2010
Bachelor of Science (BS), Finance
Malissa Dugger's Merrill Lynch Experience October 1992 - November 2002
Job Client Services Executive at Harte Hanks
Industry Marketing and Advertising
Experience
Harte Hanks - The Agency Inside March 2014 - Present
Seminars for Less formerly Present Your Practice August 2010 - March 2014
Coach Inc. November 2002 - January 2008
Merrill Lynch October 1992 - November 2002
Skills
Marketing, Market Research, Public Speaking, Microsoft Excel, Project Management, Customer Service, Team Leadership, Banking
Education
Florida Community College at Jacksonville
Business Administration and Management, General
Harte Hanks - The Agency Inside March 2014 - Present
Seminars for Less formerly Present Your Practice August 2010 - March 2014
Coach Inc. November 2002 - January 2008
Merrill Lynch October 1992 - November 2002
Skills
Marketing, Market Research, Public Speaking, Microsoft Excel, Project Management, Customer Service, Team Leadership, Banking
Education
Florida Community College at Jacksonville
Business Administration and Management, General
Tracy Mulloy's Merrill Lynch Experience November 2004 - July 2013
Job Accounting Commissions Manager
Industry Financial Services
Experience
Brightway Insurance October 2013 - Present
Merrill Lynch November 2004 - July 2013
Thipen Heating and Cooling August 2000 - October 2004
Skills
Microsoft Office, Accounts Payable, Accounting, Financial Statements, Concur, Account Reconciliation, Access, QuickBooks, Accounts Receivable, Analysis, Financial Reporting, Variance Analysis, Oracle, Spreadsheets, Invoicing, SAP, Visio, Outlook, SharePoint, Financial Analysis, Office Management, Expenses, Financial Accounting, AMS360, Oracle Discoverer, Customer Service, Budgets, Management, Microsoft Excel
Education
Jacksonville University 2010 — 2013
Bachelor of Arts (BA), Bachelor of Finance, Cum Laude
Florida Community College at Jacksonville 2005 — 2007
Associate of Arts, Business/Accounting
Brightway Insurance October 2013 - Present
Merrill Lynch November 2004 - July 2013
Thipen Heating and Cooling August 2000 - October 2004
Skills
Microsoft Office, Accounts Payable, Accounting, Financial Statements, Concur, Account Reconciliation, Access, QuickBooks, Accounts Receivable, Analysis, Financial Reporting, Variance Analysis, Oracle, Spreadsheets, Invoicing, SAP, Visio, Outlook, SharePoint, Financial Analysis, Office Management, Expenses, Financial Accounting, AMS360, Oracle Discoverer, Customer Service, Budgets, Management, Microsoft Excel
Education
Jacksonville University 2010 — 2013
Bachelor of Arts (BA), Bachelor of Finance, Cum Laude
Florida Community College at Jacksonville 2005 — 2007
Associate of Arts, Business/Accounting
Mark Hurtt's Merrill Lynch Experience June 2004 - March 2009
Job
Industry Financial Services
Experience
Merrill Lynch June 2004 - March 2009
Merrill Lynch June 2003 - June 2004
Merrill Lynch October 1999 - June 2003
Rio Bravo June 1997 - October 1999
OLDE Discount Stockbrokers October 1996 - June 1997
Skills
Series 7, Series 63, Series 66, CRPC, Problem Solving, Multi Tasking, Self-starter, Communication Skills, Financial Advisory, Retirement Plan..., Customer Service, Training Delivery, Mentoring, Research, Business Analysis, Financial Analysis, Sales Presentation..., Portfolio Performance..., Trading, Tourism, Travel, Internet, Windows, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Florida State College at Jacksonville 2012 — 2015
Associate of Science (AS), Radiologic Technology/Science - Radiographer
University of North Florida - College of Business Administration 1993 — 1996
Bachelor of Business Administration, Finance, Minor in International Business
Florida Community College at Jacksonville 1991 — 1993
Associate of Arts (AA), Business Administration and Management, General
Merrill Lynch June 2004 - March 2009
Merrill Lynch June 2003 - June 2004
Merrill Lynch October 1999 - June 2003
Rio Bravo June 1997 - October 1999
OLDE Discount Stockbrokers October 1996 - June 1997
Skills
Series 7, Series 63, Series 66, CRPC, Problem Solving, Multi Tasking, Self-starter, Communication Skills, Financial Advisory, Retirement Plan..., Customer Service, Training Delivery, Mentoring, Research, Business Analysis, Financial Analysis, Sales Presentation..., Portfolio Performance..., Trading, Tourism, Travel, Internet, Windows, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Florida State College at Jacksonville 2012 — 2015
Associate of Science (AS), Radiologic Technology/Science - Radiographer
University of North Florida - College of Business Administration 1993 — 1996
Bachelor of Business Administration, Finance, Minor in International Business
Florida Community College at Jacksonville 1991 — 1993
Associate of Arts (AA), Business Administration and Management, General
Debra Kernop's Merrill Lynch Experience 1994 - 2003
Job AVP, Senior Recruiter at Citi
Industry Human Resources
Experience
Citi 2012 - Present
Roundhouse Recruiting 2012 - 2012
Community Hospice of Northeast Florida 2012 - 2012
EverBank 2011 - 2012
Wells Fargo 2004 - 2011
Robert Half 2003 - 2004
Merrill Lynch 1994 - 2003
Skills
Talent Acquisition, Internet Recruiting, Talent Management, Recruiting, Applicant Tracking..., Personnel Management, Workforce Planning, Onboarding, Executive Search, College Recruiting, Benefits Negotiation, Leadership, Sourcing, Sales, Technical Recruiting, Contract Recruitment, Banking, Customer Service, Temporary Placement, Coaching, Management, HR Strategy, Public Speaking, Business Development, Training, Staffing Services, Microsoft Office, Employee Relations, Requisition Management, Account Management, LinkedIn Recruiter, Job Descriptions, Social Media, Networking, Business Networking, Strategic Hiring, Sales Hiring, Hiring Practices, Hiring, Taleo, Cold Calling, Screening Resumes, New Hire Orientations, Time Management, Client Relationships..., Resume Writing, Client Relations, LinkedIn Training, Extending Offers, Offer Development
Education
Florida State College at Jacksonville
University of North Florida
Citi 2012 - Present
Roundhouse Recruiting 2012 - 2012
Community Hospice of Northeast Florida 2012 - 2012
EverBank 2011 - 2012
Wells Fargo 2004 - 2011
Robert Half 2003 - 2004
Merrill Lynch 1994 - 2003
Skills
Talent Acquisition, Internet Recruiting, Talent Management, Recruiting, Applicant Tracking..., Personnel Management, Workforce Planning, Onboarding, Executive Search, College Recruiting, Benefits Negotiation, Leadership, Sourcing, Sales, Technical Recruiting, Contract Recruitment, Banking, Customer Service, Temporary Placement, Coaching, Management, HR Strategy, Public Speaking, Business Development, Training, Staffing Services, Microsoft Office, Employee Relations, Requisition Management, Account Management, LinkedIn Recruiter, Job Descriptions, Social Media, Networking, Business Networking, Strategic Hiring, Sales Hiring, Hiring Practices, Hiring, Taleo, Cold Calling, Screening Resumes, New Hire Orientations, Time Management, Client Relationships..., Resume Writing, Client Relations, LinkedIn Training, Extending Offers, Offer Development
Education
Florida State College at Jacksonville
University of North Florida
Eric Varela's Merrill Lynch Experience 2008 - Present
Job Supervisor at Merrill Lynch
Industry Military
Experience
Merrill Lynch 2008 - Present
US Navy September 2000 - Present
Skills
Military, Navy, Security Clearance, Military Operations, DoD, Military Experience, Command, National Security, Force Protection, Weapons, Organizational..., Intelligence, Physical Security, Defense
Education
University of North Florida 2005 — 2007
Bachelor's degree, Business/Managerial Economics
Florida Community College at Jacksonville 2004 — 2005
Business/Managerial Economics
Merrill Lynch 2008 - Present
US Navy September 2000 - Present
Skills
Military, Navy, Security Clearance, Military Operations, DoD, Military Experience, Command, National Security, Force Protection, Weapons, Organizational..., Intelligence, Physical Security, Defense
Education
University of North Florida 2005 — 2007
Bachelor's degree, Business/Managerial Economics
Florida Community College at Jacksonville 2004 — 2005
Business/Managerial Economics
Donna Trapnell's Merrill Lynch Experience April 1992 - October 1994
Job Senior Account Exective at Comcast Cable
Industry Telecommunications
Experience
Comcast January 1995 - Present
Comcast Cable January 1995 - Present
Comcast Cable 1995 - 2013
Merrill Lynch April 1992 - October 1994
Skills
I am a very organized..., Handle over 100 files..., Coordinate all..., Customer Retention, Call Centers, Direct Sales, Telephony, Telecommunications, VoIP
Education
Florida Community College at Jacksonville 1990 — 1993
Associate of Arts (AA), General Office Occupations and Clerical Services, B
Sandalwood High School 1972 — 1974
Diploma
Comcast January 1995 - Present
Comcast Cable January 1995 - Present
Comcast Cable 1995 - 2013
Merrill Lynch April 1992 - October 1994
Skills
I am a very organized..., Handle over 100 files..., Coordinate all..., Customer Retention, Call Centers, Direct Sales, Telephony, Telecommunications, VoIP
Education
Florida Community College at Jacksonville 1990 — 1993
Associate of Arts (AA), General Office Occupations and Clerical Services, B
Sandalwood High School 1972 — 1974
Diploma
Amanda Rockwood's Merrill Lynch Experience May 2006 - August 2006
Job Financial Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets May 2007 - Present
Morgan Stanley October 2006 - May 2007
Merrill Lynch May 2006 - August 2006
Skills
Series 7, Series 63, Proficient in Bloomberg, Proficient in Microsoft...
Education
Rollins College - Crummer Graduate School of Business 2005 — 2007
Masters of Business Administration, Concentration in Finance and Management
Florida State University 2001 — 2005
Bachelor of Science, Communication; Minor in Business
RBC Capital Markets May 2007 - Present
Morgan Stanley October 2006 - May 2007
Merrill Lynch May 2006 - August 2006
Skills
Series 7, Series 63, Proficient in Bloomberg, Proficient in Microsoft...
Education
Rollins College - Crummer Graduate School of Business 2005 — 2007
Masters of Business Administration, Concentration in Finance and Management
Florida State University 2001 — 2005
Bachelor of Science, Communication; Minor in Business
leisa watts's Merrill Lynch Experience March 2004 - November 2006
Job Experience in Accounting, Finance, Mortgage and much more
Industry Accounting
Experience
MVP Group International October 2013 - April 2014
Accountemps August 2013 - October 2013
Lewis-Goetz & Company January 2011 - May 2013
Randstad Temporary Employee September 2010 - January 2011
Bank of America Mortgage Group (BAC) - Working through Disys February 2010 - May 2010
Merrill Lynch March 2004 - November 2006
ABN AMRO Mortgage Group September 2002 - March 2004
TNT Logistics October 2001 - September 2002
Equicredit /Bank of America October 1998 - September 2001
Skills
10-key, Numerical data entry, Spreadsheets, Enjoy multi-tasked..., Excellent research..., Excellent problem..., Excellent customer..., Extremely quick learner, Great communication..., Works well under stress, Ability to adapt to..., Alltel System, GCATTS system, AS400, JD Edwards, Prelude, MS Power Point, MS Word, MS Excel, MS Access, MS Outlook, Excellent computer..., Internet, FHA Connection, Iportal – imaging system, Filenet– imaging system, Boss – on Citrix, ADP Portal – Timekeeping, Concur Expense Solutions
Education
Keiser College 2008 — 2009
Certification, Massage Therapy/Therapeutic Massage, 3.46
Florida Community College at Jacksonville 1993 — 1993
Diploma, High School
MVP Group International October 2013 - April 2014
Accountemps August 2013 - October 2013
Lewis-Goetz & Company January 2011 - May 2013
Randstad Temporary Employee September 2010 - January 2011
Bank of America Mortgage Group (BAC) - Working through Disys February 2010 - May 2010
Merrill Lynch March 2004 - November 2006
ABN AMRO Mortgage Group September 2002 - March 2004
TNT Logistics October 2001 - September 2002
Equicredit /Bank of America October 1998 - September 2001
Skills
10-key, Numerical data entry, Spreadsheets, Enjoy multi-tasked..., Excellent research..., Excellent problem..., Excellent customer..., Extremely quick learner, Great communication..., Works well under stress, Ability to adapt to..., Alltel System, GCATTS system, AS400, JD Edwards, Prelude, MS Power Point, MS Word, MS Excel, MS Access, MS Outlook, Excellent computer..., Internet, FHA Connection, Iportal – imaging system, Filenet– imaging system, Boss – on Citrix, ADP Portal – Timekeeping, Concur Expense Solutions
Education
Keiser College 2008 — 2009
Certification, Massage Therapy/Therapeutic Massage, 3.46
Florida Community College at Jacksonville 1993 — 1993
Diploma, High School
Allen Oliver's Merrill Lynch Experience January 2014 - Present
Job Relationship Partner at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Fiserv April 2009 - August 2013
Merrill Lynch August 2007 - March 2009
Merrill Lynch June 2006 - August 2007
Merrill Lynch October 2003 - June 2006
Merrill Lynch April 2002 - October 2003
Skills
Relationship Management, Customer Service, Legal Assistance, Salesforce.com, Negotiation
Education
Florida State University
Bachelor of Science (BS), Psychology
Merrill Lynch January 2014 - Present
Fiserv April 2009 - August 2013
Merrill Lynch August 2007 - March 2009
Merrill Lynch June 2006 - August 2007
Merrill Lynch October 2003 - June 2006
Merrill Lynch April 2002 - October 2003
Skills
Relationship Management, Customer Service, Legal Assistance, Salesforce.com, Negotiation
Education
Florida State University
Bachelor of Science (BS), Psychology
Scott Kurland's Merrill Lynch Experience May 2014 - Present
Job GWIM Senior Operations Rep at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
RPM Automotive August 2011 - May 2014
Tuffy Associates Corp December 2008 - April 2011
Skills
Automotive, Customer Satisfaction, Automotive Repair, Dealer Management, Customer Retention, Customer Service, Management, Analytics, Team Building, Team Leadership, Social Networking, Social Media, Microsoft Office, Social Media Marketing, Leadership, Sales, Microsoft Excel
Education
University of North Florida 2013 — 2015
Bachelor of Business Administration (BBA)
Florida Community College at Jacksonville 2002 — 2015
Associate of Arts (AA)
Merrill Lynch May 2014 - Present
RPM Automotive August 2011 - May 2014
Tuffy Associates Corp December 2008 - April 2011
Skills
Automotive, Customer Satisfaction, Automotive Repair, Dealer Management, Customer Retention, Customer Service, Management, Analytics, Team Building, Team Leadership, Social Networking, Social Media, Microsoft Office, Social Media Marketing, Leadership, Sales, Microsoft Excel
Education
University of North Florida 2013 — 2015
Bachelor of Business Administration (BBA)
Florida Community College at Jacksonville 2002 — 2015
Associate of Arts (AA)
C Rock's Merrill Lynch Experience CsrInCommOctober 2014 - Present
Job at
Industry Financial Services
Experience
Merrill Lynch CsrInCommOctober 2014 - Present
Skills
Customer Service, Microsoft Office, Investments, Finance, Banking, Microsoft Word, Financial Analysis
Education
Florida State College at Jacksonville
University of Phoenix
Merrill Lynch CsrInCommOctober 2014 - Present
Skills
Customer Service, Microsoft Office, Investments, Finance, Banking, Microsoft Word, Financial Analysis
Education
Florida State College at Jacksonville
University of Phoenix
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank