Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Jeff Ereckson Jeff Ereckson's Merrill Lynch Experience January 1988 - May 1993
Job PA Announcer for FSU Baseball at Florida State University
Industry Fund-Raising
Experience
Florida State University February 2015 - Present
Florida State University Foundation November 2009 - Present
Florida State University Foundation March 2005 - November 2009
Citigroup / Smith Barney May 1993 - March 2005
Merrill Lynch January 1988 - May 1993
Rich's Department Store June 1985 - December 1987
Delta Air Lines April 1984 - June 1985
Skills
Marketing Communications, Direct Sales, Announcing, Public Address, Investments, Fundraising, Public Speaking, Microsoft Office, Management, Stewardship, Asset Management, Portfolio Management, Research, Customer Service, Higher Education, Social Media Marketing, Event Management, Leadership, Community Outreach, Strategic Planning, Time Management, Public Relations, Finance, Strategic Financial..., Team Building, Training, Grant Writing, Microsoft Word, Social Media, Nonprofits, Philanthropy, Event Planning, Facebook, Microsoft Excel
Education
Florida State University 1980 — 1985
B.S, Finance
Florida State University
Florida State University February 2015 - Present
Florida State University Foundation November 2009 - Present
Florida State University Foundation March 2005 - November 2009
Citigroup / Smith Barney May 1993 - March 2005
Merrill Lynch January 1988 - May 1993
Rich's Department Store June 1985 - December 1987
Delta Air Lines April 1984 - June 1985
Skills
Marketing Communications, Direct Sales, Announcing, Public Address, Investments, Fundraising, Public Speaking, Microsoft Office, Management, Stewardship, Asset Management, Portfolio Management, Research, Customer Service, Higher Education, Social Media Marketing, Event Management, Leadership, Community Outreach, Strategic Planning, Time Management, Public Relations, Finance, Strategic Financial..., Team Building, Training, Grant Writing, Microsoft Word, Social Media, Nonprofits, Philanthropy, Event Planning, Facebook, Microsoft Excel
Education
Florida State University 1980 — 1985
B.S, Finance
Florida State University
Heidi Wells Heidi Wells's Merrill Lynch Experience November 2009 - Present
Job Mutual Fund Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2009 - Present
Merrill Lynch September 2008 - November 2009
Skills
Valuation, Series 7, Mutual Funds, Wealth Management, Investments, Alternative Investments, Securities, Retirement
Education
University of North Florida 2006 — 2008
Master of Business Administration (M.B.A.), International Business
Florida State University 2004 — 2006
Bachelor of Science (B.S.), Multinational Business Operations
Merrill Lynch November 2009 - Present
Merrill Lynch September 2008 - November 2009
Skills
Valuation, Series 7, Mutual Funds, Wealth Management, Investments, Alternative Investments, Securities, Retirement
Education
University of North Florida 2006 — 2008
Master of Business Administration (M.B.A.), International Business
Florida State University 2004 — 2006
Bachelor of Science (B.S.), Multinational Business Operations
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
Jessica Kamphouse Jessica Kamphouse's Merrill Lynch Experience November 2010 - December 2014
Job Complex Control Specialist, South Carolina Complex at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Merrill Lynch November 2010 - December 2014
GrassRoots Wine Wholesalers February 2010 - November 2010
The Foolish Frog September 2009 - November 2010
FGI Finance September 2006 - April 2009
Skills
Relationship Management, CRM, Securities, Sales Management, Employee Training, Event Management, Financial Analysis, Marketing Strategy, Microsoft Office, Financial Services, Financial Modeling, Investment Strategies, Problem Solving, Problem Analysis, Client Development, Account Management, Financial Risk, Salesforce.com, Microsoft Excel, Electronic Trading, Financial Statement..., Sales Pipeline...
Education
The Ohio State University 2004 — 2005
Bachelor of Arts (BA), Linguistics
Florida State University 1998 — 2003
Bachelor of Science (BS), Marketing and Multinational Business Operations
Wells Fargo Advisors January 2015 - Present
Merrill Lynch November 2010 - December 2014
GrassRoots Wine Wholesalers February 2010 - November 2010
The Foolish Frog September 2009 - November 2010
FGI Finance September 2006 - April 2009
Skills
Relationship Management, CRM, Securities, Sales Management, Employee Training, Event Management, Financial Analysis, Marketing Strategy, Microsoft Office, Financial Services, Financial Modeling, Investment Strategies, Problem Solving, Problem Analysis, Client Development, Account Management, Financial Risk, Salesforce.com, Microsoft Excel, Electronic Trading, Financial Statement..., Sales Pipeline...
Education
The Ohio State University 2004 — 2005
Bachelor of Arts (BA), Linguistics
Florida State University 1998 — 2003
Bachelor of Science (BS), Marketing and Multinational Business Operations
Josh Lynch, CFA's Merrill Lynch Experience November 2009 - June 2011
Job Director of Portfolio Management at SWBC Investment Services, LLC
Industry Financial Services
Experience
SWBC Investment Services, LLC June 2011 - Present
Merrill Lynch November 2009 - June 2011
Edward Jones May 2009 - November 2009
R.W. Smith & Co. December 2007 - May 2009
Enterprise Holdings October 1996 - December 2007
Skills
Portfolio Management, Alternative Investments, Wealth Management, Securities, Asset Allocation, Investments, Wealth Management..., Financial Services, Insurance, Series 63, Wealth Accumulation, FINRA, Wealth, Series 7, Finance, Mutual Funds
Education
Florida State University 1990 — 1995
BA, History, Economics
SWBC Investment Services, LLC June 2011 - Present
Merrill Lynch November 2009 - June 2011
Edward Jones May 2009 - November 2009
R.W. Smith & Co. December 2007 - May 2009
Enterprise Holdings October 1996 - December 2007
Skills
Portfolio Management, Alternative Investments, Wealth Management, Securities, Asset Allocation, Investments, Wealth Management..., Financial Services, Insurance, Series 63, Wealth Accumulation, FINRA, Wealth, Series 7, Finance, Mutual Funds
Education
Florida State University 1990 — 1995
BA, History, Economics
Benjamin Klingenberg's Merrill Lynch Experience December 2014 - Present
Job Registered Representative at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Bryant Miller Olive September 2012 - December 2014
Congressman Bill Posey June 2011 - August 2011
Walgreens February 2008 - June 2011
Skills
PowerPoint, Time Management, Access, Data Entry, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Event Planning, Leadership, Social Media, Social Networking, Teamwork, Customer Service
Education
Florida State University 2010 — 2014
Bachelor's degree, Finance, General
Merrill Lynch December 2014 - Present
Bryant Miller Olive September 2012 - December 2014
Congressman Bill Posey June 2011 - August 2011
Walgreens February 2008 - June 2011
Skills
PowerPoint, Time Management, Access, Data Entry, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Event Planning, Leadership, Social Media, Social Networking, Teamwork, Customer Service
Education
Florida State University 2010 — 2014
Bachelor's degree, Finance, General
Jeff Hausinger's Merrill Lynch Experience August 2005 - March 2010
Job Financial Advisor at Raymond James Financial Services
Industry Investment Management
Experience
Raymond James Financial Inc. March 2010 - Present
Merrill Lynch August 2005 - March 2010
VALIC March 2000 - August 2005
Skills
Wealth Management, Mutual Funds, Asset Allocation, Investments, Investment Advisory, Retirement, Investment Strategies, Series 63, Portfolio Management, Securities, Financial Advisory, Asset Management, Equities, Alternative Investments, Estate Planning, Uniform Combined State...
Education
Florida State University 1994 — 1998
Bachelor of Science (BS), Social Science Education
Raymond James Financial Inc. March 2010 - Present
Merrill Lynch August 2005 - March 2010
VALIC March 2000 - August 2005
Skills
Wealth Management, Mutual Funds, Asset Allocation, Investments, Investment Advisory, Retirement, Investment Strategies, Series 63, Portfolio Management, Securities, Financial Advisory, Asset Management, Equities, Alternative Investments, Estate Planning, Uniform Combined State...
Education
Florida State University 1994 — 1998
Bachelor of Science (BS), Social Science Education
Ivania M. Aragon's Merrill Lynch Experience June 2014 - February 2015
Job at
Industry Banking
Experience
Bank of America February 2015 - Present
Merrill Lynch June 2014 - February 2015
Bank of America September 2012 - June 2014
Rose International March 2012 - September 2012
Skills
Management, Goal Oriented, Time Management, Invoicing, Accounts Receivable, Credit, Sales, Customer Service, Logistics, Human Resources, Training, Financial Analysis, Great client and team..., Effective at..., Outstanding..., Highly organized, Effective leader, Proficient in Microsoft..., Fluent in English and...
Education
Florida State University 2006 — 2010
Bachelor of Science (BS), Economics
Coral Reef Senior High 2002 — 2006
Business & Finance Academy
Bank of America February 2015 - Present
Merrill Lynch June 2014 - February 2015
Bank of America September 2012 - June 2014
Rose International March 2012 - September 2012
Skills
Management, Goal Oriented, Time Management, Invoicing, Accounts Receivable, Credit, Sales, Customer Service, Logistics, Human Resources, Training, Financial Analysis, Great client and team..., Effective at..., Outstanding..., Highly organized, Effective leader, Proficient in Microsoft..., Fluent in English and...
Education
Florida State University 2006 — 2010
Bachelor of Science (BS), Economics
Coral Reef Senior High 2002 — 2006
Business & Finance Academy
Delaney O'Malley's Merrill Lynch Experience November 2014 - Present
Job MSG Client Billing Entry Operations Representative at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch November 2014 - Present
Florida Family Insurance June 2014 - August 2014
The Plantation at Ponte Vedra June 2013 - August 2013
The Player's Championship May 2013 - May 2013
Pusser's Caribbean Grille May 2010 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, PowerPoint, Hospitality, Customer Service, Social Networking, Teamwork
Education
Florida State University 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Florida State University 2010 — 2014
Bachelor of Science, Accounting & Finance
Merrill Lynch November 2014 - Present
Florida Family Insurance June 2014 - August 2014
The Plantation at Ponte Vedra June 2013 - August 2013
The Player's Championship May 2013 - May 2013
Pusser's Caribbean Grille May 2010 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, PowerPoint, Hospitality, Customer Service, Social Networking, Teamwork
Education
Florida State University 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Florida State University 2010 — 2014
Bachelor of Science, Accounting & Finance
Brady Koesel Brady Koesel's Merrill Lynch Experience June 2013 - Present
Job Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Windstream Communications May 2010 - March 2013
Verizon Wireless January 2009 - May 2010
Alltel Wireless (acquired by Verizon Wireless) April 2005 - January 2009
Alltel Wireless (acquired by Verizon Wireless) September 2003 - April 2005
Alltel Wireless (acquired by Verizon Wireless) September 2002 - September 2003
Alltel Wireless (acquired by Verizon Wireless) May 2001 - September 2002
Alltel Wireless (acquired by Verizon Wireless) June 2000 - May 2001
Oak Mountain Energy LLC September 1994 - January 1998
Skills
Call Centers, Customer Retention, Customer Service, Telecommunications, Leadership, Customer Experience, Sales, Financial Goals, Retirement Planning, Values-based Investing, Investment Management, 401k Rollovers, Tax Efficiency, Training, Selling, Coaching, Strategy, Sales Management, Management, Team Building, Vendor Management
Education
Florida State University 1998 — 2000
Bachelor of Science (BS), Business Management, Political Science
University of Toledo 1990 — 1993
Undergraduate studies
Merrill Lynch June 2013 - Present
Windstream Communications May 2010 - March 2013
Verizon Wireless January 2009 - May 2010
Alltel Wireless (acquired by Verizon Wireless) April 2005 - January 2009
Alltel Wireless (acquired by Verizon Wireless) September 2003 - April 2005
Alltel Wireless (acquired by Verizon Wireless) September 2002 - September 2003
Alltel Wireless (acquired by Verizon Wireless) May 2001 - September 2002
Alltel Wireless (acquired by Verizon Wireless) June 2000 - May 2001
Oak Mountain Energy LLC September 1994 - January 1998
Skills
Call Centers, Customer Retention, Customer Service, Telecommunications, Leadership, Customer Experience, Sales, Financial Goals, Retirement Planning, Values-based Investing, Investment Management, 401k Rollovers, Tax Efficiency, Training, Selling, Coaching, Strategy, Sales Management, Management, Team Building, Vendor Management
Education
Florida State University 1998 — 2000
Bachelor of Science (BS), Business Management, Political Science
University of Toledo 1990 — 1993
Undergraduate studies
Darin VanLandingham's Merrill Lynch Experience November 1993 - November 2014
Job Senior Vice President, Business Development Officer at BBVA Wealth Management
Industry Financial Services
Experience
BBVA December 2014 - Present
Merrill Lynch November 1993 - November 2014
Bank of America Merrill Lynch 1993 - May 2012
Merrill Lynch 2004 - 2008
Merrill Lynch 1999 - 2003
Merrill Lynch 1996 - 1999
Merrill Lynch 1993 - 1996
Skills
Proven sales executive, Top Producer, Accomplished team leader, Recruiting and hiring, Series 7, Series 63, Series 65, Series 24, NMLS Licensed, Mergers and Integration, Strategy and Execution, developing high..., Risk Assessment and..., Creating Vision and..., Management, Financial Advisory, Mortgage Lending, Loans, Strategic Financial..., Banking, Commercial Lending, Financial Services, Credit, Mutual Funds, Investment Advisory, Wealth Management, Portfolio Management
Education
Florida State University 1985 — 1989
BS, Finance, General
BBVA December 2014 - Present
Merrill Lynch November 1993 - November 2014
Bank of America Merrill Lynch 1993 - May 2012
Merrill Lynch 2004 - 2008
Merrill Lynch 1999 - 2003
Merrill Lynch 1996 - 1999
Merrill Lynch 1993 - 1996
Skills
Proven sales executive, Top Producer, Accomplished team leader, Recruiting and hiring, Series 7, Series 63, Series 65, Series 24, NMLS Licensed, Mergers and Integration, Strategy and Execution, developing high..., Risk Assessment and..., Creating Vision and..., Management, Financial Advisory, Mortgage Lending, Loans, Strategic Financial..., Banking, Commercial Lending, Financial Services, Credit, Mutual Funds, Investment Advisory, Wealth Management, Portfolio Management
Education
Florida State University 1985 — 1989
BS, Finance, General
Jonah Isserman's Merrill Lynch Experience January 2012 - July 2012
Job .
Industry Banking
Experience
BB&T October 2013 - Present
Jonah Isserman March 2006 - November 2013
Merrill Lynch January 2012 - July 2012
Wells Fargo Bank October 2010 - November 2011
Trustco Bank September 2008 - October 2010
Skills
Microsoft Office, Adobe Creative Suite, HTML, CSS, Microsoft Word, Advertising, Social Media Marketing, Vector Illustration, Event Based Marketing, Trade Show Strategy, Salesforce.com, Appointment Generation, Management, Customer Service, Marketing Communications, Selling, Leadership, Team Leadership, Team Building, New Business Development, Social Media, Sales, Marketing Strategy, Marketing, Social Networking, Facebook, Graphic Design, Brand Management
Education
Florida State University 2001 — 2005
Bachelor of Science (B.S.), Studio Arts / Business Administration, 3.8 Grade Point Average
BB&T October 2013 - Present
Jonah Isserman March 2006 - November 2013
Merrill Lynch January 2012 - July 2012
Wells Fargo Bank October 2010 - November 2011
Trustco Bank September 2008 - October 2010
Skills
Microsoft Office, Adobe Creative Suite, HTML, CSS, Microsoft Word, Advertising, Social Media Marketing, Vector Illustration, Event Based Marketing, Trade Show Strategy, Salesforce.com, Appointment Generation, Management, Customer Service, Marketing Communications, Selling, Leadership, Team Leadership, Team Building, New Business Development, Social Media, Sales, Marketing Strategy, Marketing, Social Networking, Facebook, Graphic Design, Brand Management
Education
Florida State University 2001 — 2005
Bachelor of Science (B.S.), Studio Arts / Business Administration, 3.8 Grade Point Average
John Milton's Merrill Lynch Experience June 2011 - October 2013
Job Assistant Vice President, Portfolio Manager Associate at U.S. Trust, Bank of America Private Wealth Management
Industry Investment Management
Experience
U.S. Trust, Bank of America Private Wealth Management October 2013 - Present
Merrill Lynch June 2011 - October 2013
Skills
Investments, Mutual Funds, Asset Managment, Strategic Financial..., Asset Management, Wealth Management, Series 7, Series 66, CRPC, Financial Analysis, Financial Statements, Bloomberg
Education
Florida State University 2006 — 2010
Bachelor of Science, Applied Economics
U.S. Trust, Bank of America Private Wealth Management October 2013 - Present
Merrill Lynch June 2011 - October 2013
Skills
Investments, Mutual Funds, Asset Managment, Strategic Financial..., Asset Management, Wealth Management, Series 7, Series 66, CRPC, Financial Analysis, Financial Statements, Bloomberg
Education
Florida State University 2006 — 2010
Bachelor of Science, Applied Economics
Jordan Leigh Miller's Merrill Lynch Experience June 2015 - August 2015
Job MBA Candidate 2016 at Vanderbilt Owen Graduate School of Management | Finance & Strategy
Industry Investment Management
Experience
Merrill Lynch June 2015 - August 2015
BlueBay Asset Management June 2013 - July 2014
BlueBay Asset Management February 2012 - June 2013
BlueBay Asset Management November 2010 - February 2012
ICON International, Inc. February 2009 - November 2010
Major League Baseball May 2008 - July 2008
Skills
Client Relations Skills, Hedge Funds, Client Services, Asset Management, Fixed Income, Financial Markets, Corporate Communications, Sales, RFP, Strategy, Management, New Business Development, Marketing, Proposal Writing, Investor Relations, Microsoft Office
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Strategy
Florida State University 2004 — 2008
Bachelor of Science (BS), Multinational Business Operations
Merrill Lynch June 2015 - August 2015
BlueBay Asset Management June 2013 - July 2014
BlueBay Asset Management February 2012 - June 2013
BlueBay Asset Management November 2010 - February 2012
ICON International, Inc. February 2009 - November 2010
Major League Baseball May 2008 - July 2008
Skills
Client Relations Skills, Hedge Funds, Client Services, Asset Management, Fixed Income, Financial Markets, Corporate Communications, Sales, RFP, Strategy, Management, New Business Development, Marketing, Proposal Writing, Investor Relations, Microsoft Office
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Strategy
Florida State University 2004 — 2008
Bachelor of Science (BS), Multinational Business Operations
Joshua Krafchick's Merrill Lynch Experience July 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Fidelity Investments January 2013 - June 2013
CVS/Pharmarcy August 2012 - December 2012
Florida State University August 2008 - December 2012
Jay Fisher Law Firm May 2010 - July 2010
Jewish Community Center May 2006 - August 2009
Self employed August 2006 - May 2008
Skills
Microsoft Office, C++, PowerPoint, Word, Access, Outlook, Mathematics, Problem Solving, Teamwork, Programming, Accounting, Writing, Tutoring, Statistics, Spanish, Public Speaking, Windows, Excel, Italian, Typing, Microsoft Excel, Microsoft Word, Management, Calculus, Event Planning, Critical Thinking, Analysis, Time Management, R, Finance, SAS, Economics, VBA, Probability, Quantitative Analytics, Matlab, Quantitative Finance, Statistical Modeling, Financial Modeling, Investments, SAS programming, Time Series Analysis
Education
Florida State University 2008 — 2012
Bachelor of Science, Actuarial Science
lake brantley
lake brantley
Merrill Lynch July 2013 - Present
Fidelity Investments January 2013 - June 2013
CVS/Pharmarcy August 2012 - December 2012
Florida State University August 2008 - December 2012
Jay Fisher Law Firm May 2010 - July 2010
Jewish Community Center May 2006 - August 2009
Self employed August 2006 - May 2008
Skills
Microsoft Office, C++, PowerPoint, Word, Access, Outlook, Mathematics, Problem Solving, Teamwork, Programming, Accounting, Writing, Tutoring, Statistics, Spanish, Public Speaking, Windows, Excel, Italian, Typing, Microsoft Excel, Microsoft Word, Management, Calculus, Event Planning, Critical Thinking, Analysis, Time Management, R, Finance, SAS, Economics, VBA, Probability, Quantitative Analytics, Matlab, Quantitative Finance, Statistical Modeling, Financial Modeling, Investments, SAS programming, Time Series Analysis
Education
Florida State University 2008 — 2012
Bachelor of Science, Actuarial Science
lake brantley
lake brantley
Jeremy Brink Jeremy Brink's Merrill Lynch Experience June 2012 - Present
Job New Account Supervision Principal at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Red Elephant Pizza and Grill April 2011 - June 2012
Outback Steakhouse October 2006 - May 2011
Florida Department of Revenue March 2010 - September 2010
Skills
Data Analysis, Microsoft Office, Leadership Development, Customer Relations, Marketing Communications, Critical Thinking, Strategic Planning, Quantitative Analysis, Training, Customer Service, Quantitative Analytics, Financial Reporting, Finance, Financial Risk, Communication, Compliance, Strategic Financial..., Trading Systems, Management, Access, Sales, Problem Solving, Financial Analysis, Leadership
Education
University of North Florida 2013 — 2016
Master of Business Administration (MBA), Finance, General
Florida State University 2007 — 2009
Bachelor of Science, Economics
Tallahassee Community College 2005 — 2007
Associates in Arts, General
Merrill Lynch June 2012 - Present
Red Elephant Pizza and Grill April 2011 - June 2012
Outback Steakhouse October 2006 - May 2011
Florida Department of Revenue March 2010 - September 2010
Skills
Data Analysis, Microsoft Office, Leadership Development, Customer Relations, Marketing Communications, Critical Thinking, Strategic Planning, Quantitative Analysis, Training, Customer Service, Quantitative Analytics, Financial Reporting, Finance, Financial Risk, Communication, Compliance, Strategic Financial..., Trading Systems, Management, Access, Sales, Problem Solving, Financial Analysis, Leadership
Education
University of North Florida 2013 — 2016
Master of Business Administration (MBA), Finance, General
Florida State University 2007 — 2009
Bachelor of Science, Economics
Tallahassee Community College 2005 — 2007
Associates in Arts, General
Chloe Siefker's Merrill Lynch Experience June 2014 - August 2014
Job Student at Florida State University
Industry Financial Services
Experience
Walt Disney World June 2015 - Present
Merrill Lynch June 2014 - August 2014
Miller's Ale House Restaurants April 2013 - October 2013
Spice Oasis Inc. May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Sales, QuickBooks, Time Management, Teamwork
Education
Florida State University 2011 — 2015
Bachelor's degree, Finance, Professional Sales, 3.4 GPA
Bishop Moore Catholic High School 2007 — 2011
High School Diploma
Walt Disney World June 2015 - Present
Merrill Lynch June 2014 - August 2014
Miller's Ale House Restaurants April 2013 - October 2013
Spice Oasis Inc. May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Sales, QuickBooks, Time Management, Teamwork
Education
Florida State University 2011 — 2015
Bachelor's degree, Finance, Professional Sales, 3.4 GPA
Bishop Moore Catholic High School 2007 — 2011
High School Diploma
Daniel Gervasio's Merrill Lynch Experience June 2013 - Present
Job Portfolio Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Upper Montclair Country Club March 2013 - June 2013
The Club at Admirals Cove November 2011 - February 2013
Merrill Lynch June 2008 - September 2008
Skills
Golf, Golf Fitness, Golf Instruction, Golf Course Management, Research, Social Media, Customer Service, Sales, Management, Wealth Management, Series 7, Series 66, Investments, Financial Markets, Risk Management, Options, Macro Economics, Econometrics, Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Economics, Finance, Analysis, Financial Analysis, Training, Forecasting, Event Management
Education
Florida State University 2006 — 2011
Social Science, Econometrics and Quantitative Economics
Merrill Lynch June 2013 - Present
Upper Montclair Country Club March 2013 - June 2013
The Club at Admirals Cove November 2011 - February 2013
Merrill Lynch June 2008 - September 2008
Skills
Golf, Golf Fitness, Golf Instruction, Golf Course Management, Research, Social Media, Customer Service, Sales, Management, Wealth Management, Series 7, Series 66, Investments, Financial Markets, Risk Management, Options, Macro Economics, Econometrics, Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Economics, Finance, Analysis, Financial Analysis, Training, Forecasting, Event Management
Education
Florida State University 2006 — 2011
Social Science, Econometrics and Quantitative Economics
Greg Scaffidi Greg Scaffidi's Merrill Lynch Experience March 2005 - March 2006
Job Assistant Project Manager at Toll Brothers
Industry Real Estate
Experience
Toll Brothers May 2013 - Present
LENNAR HOMES March 2006 - May 2013
Merrill Lynch March 2005 - March 2006
Samson Weight Equipment May 2004 - August 2004
Las Cruces Public Schools December 2003 - April 2004
IBM June 1999 - August 1999
Skills
Marketing, Budgets, Leadership, Negotiation, Analysis, Coaching, Construction, Purchasing, Market Planning, Sports, Real Estate, Customer Service
Education
Florida State University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
New Mexico State University 2000 — 2004
BBA, Double; Management & Marketing
Tampa Catholic
Toll Brothers May 2013 - Present
LENNAR HOMES March 2006 - May 2013
Merrill Lynch March 2005 - March 2006
Samson Weight Equipment May 2004 - August 2004
Las Cruces Public Schools December 2003 - April 2004
IBM June 1999 - August 1999
Skills
Marketing, Budgets, Leadership, Negotiation, Analysis, Coaching, Construction, Purchasing, Market Planning, Sports, Real Estate, Customer Service
Education
Florida State University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
New Mexico State University 2000 — 2004
BBA, Double; Management & Marketing
Tampa Catholic
Brett Thompson, WMS, CDFA's Merrill Lynch Experience June 1996 - January 2001
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc February 2006 - Present
Tree House Of Tallahassee January 2004 - May 2010
Wachovia January 2001 - January 2006
Merrill Lynch June 1996 - January 2001
J.B. W January 1988 - May 1991
Skills
Investments, Retirement Planning, Securities, Financial Advisory, Options, Bonds, Trading, Pensions, Estate Planning, Small Business, Wealth Management..., Financial Analysis, Insurance, High Net Worth..., Valuation, Strategic Planning, Wealth Management, Financial Planning, Investment Advisory, Portfolio Management, Mutual Funds, Management, Finance, Series 7, Retirement, Asset Management, Investment Strategies, Asset Allocation, Series 63, Alternative Investments, Financial Services, Equities
Education
Florida State University 2002 — 2006
Business
Florida State University
Raymond James & Associates, Inc February 2006 - Present
Tree House Of Tallahassee January 2004 - May 2010
Wachovia January 2001 - January 2006
Merrill Lynch June 1996 - January 2001
J.B. W January 1988 - May 1991
Skills
Investments, Retirement Planning, Securities, Financial Advisory, Options, Bonds, Trading, Pensions, Estate Planning, Small Business, Wealth Management..., Financial Analysis, Insurance, High Net Worth..., Valuation, Strategic Planning, Wealth Management, Financial Planning, Investment Advisory, Portfolio Management, Mutual Funds, Management, Finance, Series 7, Retirement, Asset Management, Investment Strategies, Asset Allocation, Series 63, Alternative Investments, Financial Services, Equities
Education
Florida State University 2002 — 2006
Business
Florida State University
Elliott Flynn's Merrill Lynch Experience July 2009 - March 2012
Job Financial Consultant at Meehan Financial Group of Wells Fargo Advisors
Industry Financial Services
Experience
Meehan Financial Group of Wells Fargo Advisors March 2012 - Present
Merrill Lynch July 2009 - March 2012
Florida State University August 2005 - May 2009
Merrill Lynch June 2003 - August 2006
Elliott's Car Wash and Detailing October 1999 - August 2006
Skills
Finance, Investments, Economics, Customer Service, Securities, Financial Analysis, Customer Satisfaction, Time Management, Sales Presentations, Training, Series 7
Education
Florida State University 2005 — 2009
BS, Finance
Florida State University - College of Business 2005 — 2009
BS, Finance
Meehan Financial Group of Wells Fargo Advisors March 2012 - Present
Merrill Lynch July 2009 - March 2012
Florida State University August 2005 - May 2009
Merrill Lynch June 2003 - August 2006
Elliott's Car Wash and Detailing October 1999 - August 2006
Skills
Finance, Investments, Economics, Customer Service, Securities, Financial Analysis, Customer Satisfaction, Time Management, Sales Presentations, Training, Series 7
Education
Florida State University 2005 — 2009
BS, Finance
Florida State University - College of Business 2005 — 2009
BS, Finance
Brock Howard, CFA's Merrill Lynch Experience May 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch May 2015 - Present
LCG Associates January 2013 - May 2015
LCG Associates November 2011 - January 2013
Cambridge Associates June 2011 - November 2011
Merrill Lynch March 2010 - May 2011
Florida State University Student Foundation April 2010 - April 2011
Florida State University July 2010 - March 2011
Skills
Investments, Performance Analysis, Performance Measurement, Private Equity, Mutual Funds, Finance, Asset Allocation, Institutional..., Alternative Investments, Hedge Funds, Data Analysis, Microsoft Excel, Company Presentations
Education
Florida State University 2007 — 2011
BS, Finance
Merrill Lynch May 2015 - Present
LCG Associates January 2013 - May 2015
LCG Associates November 2011 - January 2013
Cambridge Associates June 2011 - November 2011
Merrill Lynch March 2010 - May 2011
Florida State University Student Foundation April 2010 - April 2011
Florida State University July 2010 - March 2011
Skills
Investments, Performance Analysis, Performance Measurement, Private Equity, Mutual Funds, Finance, Asset Allocation, Institutional..., Alternative Investments, Hedge Funds, Data Analysis, Microsoft Excel, Company Presentations
Education
Florida State University 2007 — 2011
BS, Finance
Garrett Baumann's Merrill Lynch Experience September 2007 - June 2010
Job Financial Services Professional
Industry Financial Services
Experience
ConvergEx Group March 2013 - Present
ConvergEx Group August 2012 - March 2013
ConvergEx Group September 2011 - August 2012
ConvergEx Group December 2010 - September 2011
Merrill Lynch September 2007 - June 2010
Skills
Microsoft Office, Account Reconciliation, Insurance, Microsoft Excel, Research, Series 7, PowerPoint, Series 63
Education
Florida State University 2003 — 2007
B.S, Economics and International Affairs; 2007
ConvergEx Group March 2013 - Present
ConvergEx Group August 2012 - March 2013
ConvergEx Group September 2011 - August 2012
ConvergEx Group December 2010 - September 2011
Merrill Lynch September 2007 - June 2010
Skills
Microsoft Office, Account Reconciliation, Insurance, Microsoft Excel, Research, Series 7, PowerPoint, Series 63
Education
Florida State University 2003 — 2007
B.S, Economics and International Affairs; 2007
Dominic Bernardo's Merrill Lynch Experience August 2008 - March 2009
Job Country Director North America, LOT Polish Airlines
Industry Airlines/Aviation
Experience
Discover the World January 2012 - Present
Discover the World March 2009 - January 2012
Merrill Lynch August 2008 - March 2009
US Airways September 2007 - August 2008
US Airways August 2005 - September 2007
Macy's 2005 - 2005
Florida State University Men's Basketball 2002 - 2004
Skills
Pricing, Account Management, Revenue Analysis, Forecasting, Contract Negotiation, New Business Development, Training, Sales, Marketing Strategy, Sales Management, Customer Service, Strategic Planning, Marketing, Tourism, CRM, Business Planning, B2B, Hospitality, Business Development
Education
Florida State University 2001 — 2004
Bachelor of Arts (B.A.), International Relations and Affairs
Discover the World January 2012 - Present
Discover the World March 2009 - January 2012
Merrill Lynch August 2008 - March 2009
US Airways September 2007 - August 2008
US Airways August 2005 - September 2007
Macy's 2005 - 2005
Florida State University Men's Basketball 2002 - 2004
Skills
Pricing, Account Management, Revenue Analysis, Forecasting, Contract Negotiation, New Business Development, Training, Sales, Marketing Strategy, Sales Management, Customer Service, Strategic Planning, Marketing, Tourism, CRM, Business Planning, B2B, Hospitality, Business Development
Education
Florida State University 2001 — 2004
Bachelor of Arts (B.A.), International Relations and Affairs
Jordan Larar's Merrill Lynch Experience January 2012 - April 2012
Job Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank June 2013 - Present
Florida State University June 2012 - May 2013
Merrill Lynch January 2012 - April 2012
Skills
Series 7, Data Analysis, Microsoft Excel, Financial Analysis, Finance, Financial Modeling, Equities, Research, Qualitative Research, Numerical Analysis, Research Design, Statistics
Education
Florida State University 2012 — 2013
Master's degree, Finance
Florida State University 2009 — 2012
Bachelor's degree, Accounting and Finance
Deutsche Bank June 2013 - Present
Florida State University June 2012 - May 2013
Merrill Lynch January 2012 - April 2012
Skills
Series 7, Data Analysis, Microsoft Excel, Financial Analysis, Finance, Financial Modeling, Equities, Research, Qualitative Research, Numerical Analysis, Research Design, Statistics
Education
Florida State University 2012 — 2013
Master's degree, Finance
Florida State University 2009 — 2012
Bachelor's degree, Accounting and Finance
Christian Williams's Merrill Lynch Experience January 2000 - April 2003
Job Regional Director, Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. July 2013 - Present
Raymond James Financial Inc. May 2007 - June 2013
UBS May 2003 - April 2007
Merrill Lynch January 2000 - April 2003
Merrill Lynch March 1993 - December 1999
PGA TOUR March 1991 - March 1993
Skills
Financial Services, Investment Management, Investments, Financial Advisory, Wealth Management..., Wealth Management, Financial Markets, Business Development, Series 7, Asset Allocation, Investment Advisory, Finance, Mutual Funds, Securities, Series 63
Education
Florida State University 1986 — 1991
Bachelor of Science (BS), Economics
Florida State University 1986 — 1991
Bachelor of Science (BS), Political Science
Raymond James Financial Inc. July 2013 - Present
Raymond James Financial Inc. May 2007 - June 2013
UBS May 2003 - April 2007
Merrill Lynch January 2000 - April 2003
Merrill Lynch March 1993 - December 1999
PGA TOUR March 1991 - March 1993
Skills
Financial Services, Investment Management, Investments, Financial Advisory, Wealth Management..., Wealth Management, Financial Markets, Business Development, Series 7, Asset Allocation, Investment Advisory, Finance, Mutual Funds, Securities, Series 63
Education
Florida State University 1986 — 1991
Bachelor of Science (BS), Economics
Florida State University 1986 — 1991
Bachelor of Science (BS), Political Science
Jason Oestreicher's Merrill Lynch Experience May 2007 - April 2009
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC September 2009 - Present
Merrill Lynch May 2007 - April 2009
Ameriprise Financial Services, Inc. August 2006 - May 2007
American Express April 2004 - August 2004
Skills
Wealth Management, Investment Advisory, Financial Advisory, Retirement Planning, Estate Planning, Disability Insurance, Life Insurance, Retirement, Asset Allocation, Mutual Funds, Strategic Financial..., Investments, Variable Annuities, Fixed Annuities, Series 7, Series 63, Series 65, Portfolio Management, Financial Services, Financial Analysis, Financial Planning
Education
Florida State University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Florida State University 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Chaminade Madonna College Preparatory 2000 — 2002
St. Thomas Aquinas 1998 — 2000
VALIC September 2009 - Present
Merrill Lynch May 2007 - April 2009
Ameriprise Financial Services, Inc. August 2006 - May 2007
American Express April 2004 - August 2004
Skills
Wealth Management, Investment Advisory, Financial Advisory, Retirement Planning, Estate Planning, Disability Insurance, Life Insurance, Retirement, Asset Allocation, Mutual Funds, Strategic Financial..., Investments, Variable Annuities, Fixed Annuities, Series 7, Series 63, Series 65, Portfolio Management, Financial Services, Financial Analysis, Financial Planning
Education
Florida State University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Florida State University 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Chaminade Madonna College Preparatory 2000 — 2002
St. Thomas Aquinas 1998 — 2000
Deborah A. Thomas, PMP's Merrill Lynch Experience November 2013 - Present
Job IT Project Manager
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Morgan Stanley Smith Barney 2009 - April 2013
Citi (Smith Barney Unit) 2001 - 2009
Smith Barney Shearson/Salomon Smith Barney/Citigroup 1994 - 2001
Smith Barney/Smith Barney Shearson 1992 - 1994
Skills
SDLC, Project Management, Business Analysis, Leadership, Teamwork, Financial Services
Education
Florida State University
BA, Mathematics (secondary concentration: Computer Science, minor: Statistics)
Merrill Lynch November 2013 - Present
Morgan Stanley Smith Barney 2009 - April 2013
Citi (Smith Barney Unit) 2001 - 2009
Smith Barney Shearson/Salomon Smith Barney/Citigroup 1994 - 2001
Smith Barney/Smith Barney Shearson 1992 - 1994
Skills
SDLC, Project Management, Business Analysis, Leadership, Teamwork, Financial Services
Education
Florida State University
BA, Mathematics (secondary concentration: Computer Science, minor: Statistics)
Collins Marshall's Merrill Lynch Experience November 2009 - September 2013
Job Investment Manager
Industry Investment Management
Experience
Fisher Investments September 2013 - Present
Merrill Lynch November 2009 - September 2013
UBS Wealth Management January 2010 - December 2010
Burke Capital Group, a division of Morgan Keegan & Co. 2008 - 2009
MEDIASOLUTIONS 2007 - 2007
Creech Construction Company 2005 - 2005
Skills
Investments, Financial Modeling, Asset Allocation, Wealth Management, Alternative Investments, Equities, Investment Strategies, Series 7, Financial Services, Investment Management, Portfolio Management, Spanish, Investment Advisory
Education
Georgia State University 2006 — 2008
BBA, Finance
Florida State University
BBA
Holy Innocents'
Fisher Investments September 2013 - Present
Merrill Lynch November 2009 - September 2013
UBS Wealth Management January 2010 - December 2010
Burke Capital Group, a division of Morgan Keegan & Co. 2008 - 2009
MEDIASOLUTIONS 2007 - 2007
Creech Construction Company 2005 - 2005
Skills
Investments, Financial Modeling, Asset Allocation, Wealth Management, Alternative Investments, Equities, Investment Strategies, Series 7, Financial Services, Investment Management, Portfolio Management, Spanish, Investment Advisory
Education
Georgia State University 2006 — 2008
BBA, Finance
Florida State University
BBA
Holy Innocents'
Erica Salinas's Merrill Lynch Experience 1992 - 1998
Job Marketing and Business Development Coordinator
Industry Computer Software
Experience
Duos Technologies April 2012 - Present
JPMorgan Chase December 2006 - April 2008
JPMorgan Chase August 2000 - December 2006
Chase Manhattan Corporation May 1998 - June 2000
Merrill Lynch 1992 - 1998
Skills
Sales, Leadership, Team Building, B2B, Management, Relationship Management, Product Management, Process Improvement, Business Analysis, Business Development, Product Marketing, Marketing, Advertising, Strategic Planning, Account Management, Sales Operations, Program Management, Cross-functional Team..., Customer Service, Lead Generation, Credit, Recruiting
Education
Florida State University
Bachelor of Science, Marketing
Duos Technologies April 2012 - Present
JPMorgan Chase December 2006 - April 2008
JPMorgan Chase August 2000 - December 2006
Chase Manhattan Corporation May 1998 - June 2000
Merrill Lynch 1992 - 1998
Skills
Sales, Leadership, Team Building, B2B, Management, Relationship Management, Product Management, Process Improvement, Business Analysis, Business Development, Product Marketing, Marketing, Advertising, Strategic Planning, Account Management, Sales Operations, Program Management, Cross-functional Team..., Customer Service, Lead Generation, Credit, Recruiting
Education
Florida State University
Bachelor of Science, Marketing
Kevin McElhaney Kevin McElhaney's Merrill Lynch Experience August 2009 - March 2010
Job Implementation Specialist at MEDITECH
Industry Information Technology and Services
Experience
MEDITECH August 2011 - Present
Merrill Lynch August 2009 - March 2010
Duval County Public Schools January 2006 - August 2009
Skills
Agile Application..., Troubleshooting, Microsoft Office, Customer Service, Process Improvement, Microsoft Excel, Business Analysis, Microsoft Word, EHR, Access, Agile & Waterfall..., Agile Testing, Healthcare Information..., Healthcare, Project Management, Software Documentation
Education
Florida State University
Mandarin High
University of North Florida
MEDITECH August 2011 - Present
Merrill Lynch August 2009 - March 2010
Duval County Public Schools January 2006 - August 2009
Skills
Agile Application..., Troubleshooting, Microsoft Office, Customer Service, Process Improvement, Microsoft Excel, Business Analysis, Microsoft Word, EHR, Access, Agile & Waterfall..., Agile Testing, Healthcare Information..., Healthcare, Project Management, Software Documentation
Education
Florida State University
Mandarin High
University of North Florida
Dr. Ram P. Ramcharran's Merrill Lynch Experience November 1999 - January 2014
Job Consultant ,Entrepreneur, Business Psychologist, Author
Industry Capital Markets
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Center for Individual Excellence (CIE) June 2011 - Present
Georgetown Wesleyan University, USA (GWUA) January 2005 - Present
Merrill Lynch November 1999 - January 2014
US Army May 1991 - October 1994
Skills
Business Analysis, Strategic Planning, New Business Development, Team Building, Business Planning, Problem Solving, Project Management, Business Strategy, Team Leadership, Budgets, Business Development, Coaching, Entrepreneurship, Leadership, Management, Management Consulting, Marketing Strategy, Risk Management, Process Improvement, Start-ups, Time Management, Training, Analysis, Healthcare, Leadership Development, Marketing, Negotiation, Program Management, Strategy, Contract Negotiation, Public Speaking, Sales
Education
Florida State University 1989 — 1991
BS, MBA, PhD, Ed.D, Political Science, Finance, Psychology, Education
Ameriprise Financial Services, Inc. January 2014 - Present
Center for Individual Excellence (CIE) June 2011 - Present
Georgetown Wesleyan University, USA (GWUA) January 2005 - Present
Merrill Lynch November 1999 - January 2014
US Army May 1991 - October 1994
Skills
Business Analysis, Strategic Planning, New Business Development, Team Building, Business Planning, Problem Solving, Project Management, Business Strategy, Team Leadership, Budgets, Business Development, Coaching, Entrepreneurship, Leadership, Management, Management Consulting, Marketing Strategy, Risk Management, Process Improvement, Start-ups, Time Management, Training, Analysis, Healthcare, Leadership Development, Marketing, Negotiation, Program Management, Strategy, Contract Negotiation, Public Speaking, Sales
Education
Florida State University 1989 — 1991
BS, MBA, PhD, Ed.D, Political Science, Finance, Psychology, Education
Dana Lyon Dana Lyon's Merrill Lynch Experience May 2011 - Present
Job at Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
TD Ameritrade May 2008 - July 2009
SunTrust Investment Services December 2006 - May 2008
InvestLinc March 2005 - December 2006
Charles Schwab August 2002 - March 2005
Charles Schwab December 2000 - August 2002
Charles Schwab June 1997 - December 2000
American Express Financial Advisors April 1993 - June 1997
Skills
Estate Planning
Education
Kennesaw State University - Michael J. Coles College of Business 1996 — 1999
Masters, MBA
Florida State University 1983 — 1988
Bachelors, Finance
Merrill Lynch May 2011 - Present
TD Ameritrade May 2008 - July 2009
SunTrust Investment Services December 2006 - May 2008
InvestLinc March 2005 - December 2006
Charles Schwab August 2002 - March 2005
Charles Schwab December 2000 - August 2002
Charles Schwab June 1997 - December 2000
American Express Financial Advisors April 1993 - June 1997
Skills
Estate Planning
Education
Kennesaw State University - Michael J. Coles College of Business 1996 — 1999
Masters, MBA
Florida State University 1983 — 1988
Bachelors, Finance
Elizabeth Slack Cambareri's Merrill Lynch Experience June 1996 - January 2005
Job Vice President, Banker at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2011 - Present
Morgan Stanley Smith Barney January 2005 - April 2011
Merrill Lynch June 1996 - January 2005
Skills
Wealth Management, Financial Advisory, Finance, Banking, Wealth Management..., Wealth, Financial Analysis
Education
Florida State University 1989 — 1994
BS, Finance
Seabreeze High School 1986 — 1989
J.P. Morgan April 2011 - Present
Morgan Stanley Smith Barney January 2005 - April 2011
Merrill Lynch June 1996 - January 2005
Skills
Wealth Management, Financial Advisory, Finance, Banking, Wealth Management..., Wealth, Financial Analysis
Education
Florida State University 1989 — 1994
BS, Finance
Seabreeze High School 1986 — 1989
Eric Slorahn Eric Slorahn's Merrill Lynch Experience January 2012 - June 2012
Job Business Development Manager at Tech USA
Industry Investment Management
Experience
Tech USA March 2014 - October 2014
Merrill Lynch January 2012 - June 2012
Avion Systems Inc October 2006 - September 2008
General Electric - Consumer & Industrial May 2000 - September 2006
IBM Global Services October 1996 - March 2000
Skills
Selling, Management, Sales, SDLC, Six Sigma
Education
University of West Florida 1990 — 1992
MBA, Business Administration
Florida State University 1986 — 1990
BS, Economics
Tech USA March 2014 - October 2014
Merrill Lynch January 2012 - June 2012
Avion Systems Inc October 2006 - September 2008
General Electric - Consumer & Industrial May 2000 - September 2006
IBM Global Services October 1996 - March 2000
Skills
Selling, Management, Sales, SDLC, Six Sigma
Education
University of West Florida 1990 — 1992
MBA, Business Administration
Florida State University 1986 — 1990
BS, Economics
Corinne Bowden's Merrill Lynch Experience December 2009 - May 2011
Job Marketing Specialist at Taproot Creative
Industry Higher Education
Experience
Taproot Creative January 2015 - Present
Florida State University August 2011 - May 2015
Taproot Creative September 2014 - December 2014
ShopPR May 2014 - August 2014
Peskin Law October 2013 - January 2014
BCBGMAXAZRIAGROUP May 2013 - August 2013
Merrill Lynch December 2009 - May 2011
Skills
Social Media, Event Planning, Facebook, Student Affairs, Organization, Public Speaking, Program Management, Public Relations, Outlook, Customer Service, Marketing, Social Media Marketing, Photoshop, Social Networking, Time Management, Community Outreach
Education
Florida State University 2011 — 2015
Bachelor of Arts (BA), Public Relations
Florida State University 2011 — 2015
Bachelor of Arts (B.A.), Retail Merchandising and Product Development
Taproot Creative January 2015 - Present
Florida State University August 2011 - May 2015
Taproot Creative September 2014 - December 2014
ShopPR May 2014 - August 2014
Peskin Law October 2013 - January 2014
BCBGMAXAZRIAGROUP May 2013 - August 2013
Merrill Lynch December 2009 - May 2011
Skills
Social Media, Event Planning, Facebook, Student Affairs, Organization, Public Speaking, Program Management, Public Relations, Outlook, Customer Service, Marketing, Social Media Marketing, Photoshop, Social Networking, Time Management, Community Outreach
Education
Florida State University 2011 — 2015
Bachelor of Arts (BA), Public Relations
Florida State University 2011 — 2015
Bachelor of Arts (B.A.), Retail Merchandising and Product Development
Kelly Hubsch Kelly Hubsch's Merrill Lynch Experience April 2004 - April 2005
Job Sr. Accountant Financial Reporting at Regency Centers, L.P.
Industry
Experience
Regency Centers, L.P. April 2005 - Present
Merrill Lynch April 2004 - April 2005
Education
University of North Florida - College of Business Administration 2001 — 2003
Accounting
Florida State University 1999 — 2001
Business
Regency Centers, L.P. April 2005 - Present
Merrill Lynch April 2004 - April 2005
Education
University of North Florida - College of Business Administration 2001 — 2003
Accounting
Florida State University 1999 — 2001
Business
James Pestrak James Pestrak's Merrill Lynch Experience August 2004 - February 2005
Job Senior Data Scientist at Nordstrom
Industry Retail
Experience
Nordstrom December 2013 - Present
Electronic Arts January 2012 - November 2013
The Walt Disney Company March 2011 - December 2011
Avatar International LLC March 2009 - March 2011
University of Georgia August 2007 - August 2009
University of Florida 2005 - 2007
Merrill Lynch August 2004 - February 2005
Skills
Analytics, Statistics, R, Statistical Modeling, Economics, Data Analysis, Analysis, SQL, Python, Predictive Modeling, MySQL, Programming, Linux, Data Visualization, Hadoop, Teradata, Big Data, Git, Mathematics, Hive, Amazon Web Services..., Amazon EC2, Cloud Computing, Vim, Data Warehousing, Winsteps, HBase, Apache Spark, Data Mining
Education
University of Central Florida
M.S., Mathematics
Eastside High School
International Baccalaureate
Florida State University
B.A., Economics, English
University of Central Florida
Graduate Certificate, Mathematics
University of Georgia - Terry College of Business
M.A., Economics
statistics.com
Nordstrom December 2013 - Present
Electronic Arts January 2012 - November 2013
The Walt Disney Company March 2011 - December 2011
Avatar International LLC March 2009 - March 2011
University of Georgia August 2007 - August 2009
University of Florida 2005 - 2007
Merrill Lynch August 2004 - February 2005
Skills
Analytics, Statistics, R, Statistical Modeling, Economics, Data Analysis, Analysis, SQL, Python, Predictive Modeling, MySQL, Programming, Linux, Data Visualization, Hadoop, Teradata, Big Data, Git, Mathematics, Hive, Amazon Web Services..., Amazon EC2, Cloud Computing, Vim, Data Warehousing, Winsteps, HBase, Apache Spark, Data Mining
Education
University of Central Florida
M.S., Mathematics
Eastside High School
International Baccalaureate
Florida State University
B.A., Economics, English
University of Central Florida
Graduate Certificate, Mathematics
University of Georgia - Terry College of Business
M.A., Economics
statistics.com
Jason Gaynor's Merrill Lynch Experience August 2008 - May 2009
Job Financial Trader at NextEra Energy Resources
Industry Oil & Energy
Experience
NextEra Energy Resources July 2015 - Present
NextEra Energy Resources September 2013 - July 2015
NextEra Energy, Inc. August 2011 - September 2013
Florida State University August 2010 - May 2011
MetLife June 2009 - August 2009
Merrill Lynch August 2008 - May 2009
Skills
Financial Modeling, Economics
Education
Florida State University - College of Business 2010 — 2011
Masters of Science in Finance
Florida State University 2009 — 2010
Bachelors, Finance
NextEra Energy Resources July 2015 - Present
NextEra Energy Resources September 2013 - July 2015
NextEra Energy, Inc. August 2011 - September 2013
Florida State University August 2010 - May 2011
MetLife June 2009 - August 2009
Merrill Lynch August 2008 - May 2009
Skills
Financial Modeling, Economics
Education
Florida State University - College of Business 2010 — 2011
Masters of Science in Finance
Florida State University 2009 — 2010
Bachelors, Finance
James Farrell, PhD, CFA James Farrell, PhD, CFA's Merrill Lynch Experience January 2003 - August 2004
Job Assistant Professor at Florida Southern College
Industry Research
Experience
Florida Southern College August 2010 - Present
State Board of Administration August 2008 - August 2010
FSU August 2005 - July 2008
TD Ameritrade August 2004 - July 2005
Merrill Lynch January 2003 - August 2004
Education
Florida State University 2005 — 2009
Ph.D, Economics
Florida State University 2005 — 2006
MS, Economics
University of Florida - Warrington College of Business Administration 2001 — 2002
BS, Finance
Florida Southern College August 2010 - Present
State Board of Administration August 2008 - August 2010
FSU August 2005 - July 2008
TD Ameritrade August 2004 - July 2005
Merrill Lynch January 2003 - August 2004
Education
Florida State University 2005 — 2009
Ph.D, Economics
Florida State University 2005 — 2006
MS, Economics
University of Florida - Warrington College of Business Administration 2001 — 2002
BS, Finance
Joshua Esnard's Merrill Lynch Experience December 2007 - April 2008
Job Inventor/Founder TheCutBuddy.com Patented Hair Grooming Guide
Industry Program Development
Experience
CEO/Founder The Cut Buddy (TheCutBuddy.com) May 2015 - Present
Enterprise Music Movement January 2010 - Present
Broward College January 2010 - Present
Abiota Enterprises LLC December 2009 - Present
Vakseen LLC December 2010 - December 2012
Merrill Lynch December 2007 - April 2008
Skills
Music Production, Entertainment, Music, Music Industry, Songwriting, Music Publishing, Video, A&R, Marketing, Talent Management, Social Media, Event Planning, Social Networking, Pro Tools, Social Media Marketing, Audio Engineering, Event Management, Composition, Public Relations, Facebook, Film, Digital Media, YouTube, Television
Education
Florida State University 2004 — 2008
BS, Finance
Ithaca High 2000 — 2004
CEO/Founder The Cut Buddy (TheCutBuddy.com) May 2015 - Present
Enterprise Music Movement January 2010 - Present
Broward College January 2010 - Present
Abiota Enterprises LLC December 2009 - Present
Vakseen LLC December 2010 - December 2012
Merrill Lynch December 2007 - April 2008
Skills
Music Production, Entertainment, Music, Music Industry, Songwriting, Music Publishing, Video, A&R, Marketing, Talent Management, Social Media, Event Planning, Social Networking, Pro Tools, Social Media Marketing, Audio Engineering, Event Management, Composition, Public Relations, Facebook, Film, Digital Media, YouTube, Television
Education
Florida State University 2004 — 2008
BS, Finance
Ithaca High 2000 — 2004
John C. Thiel's Merrill Lynch Experience July 2015 - Present
Job Associate Administrative Manager
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Bank of America February 2012 - June 2015
Bank of America Merrill Lynch February 2011 - February 2012
HNW April 2010 - August 2010
Skills
Customer Service, Microsoft Office, Banking, Leadership, Financial Analysis, Strategic Planning, Microsoft Word, Analysis, Finance, Marketing, Microsoft Excel, Social Media, Research, Time Management, PowerPoint
Education
Florida State University 2005 — 2009
Bachelor's Degree, English Language and Literature, General
Merrill Lynch July 2015 - Present
Bank of America February 2012 - June 2015
Bank of America Merrill Lynch February 2011 - February 2012
HNW April 2010 - August 2010
Skills
Customer Service, Microsoft Office, Banking, Leadership, Financial Analysis, Strategic Planning, Microsoft Word, Analysis, Finance, Marketing, Microsoft Excel, Social Media, Research, Time Management, PowerPoint
Education
Florida State University 2005 — 2009
Bachelor's Degree, English Language and Literature, General
Dwight Pendola, CFP® Dwight Pendola, CFP®'s Merrill Lynch Experience November 2010 - February 2013
Job Horizon Wealth Advisors
Industry Financial Services
Experience
Horizon Wealth Advisors March 2015 - Present
Rudd International February 2013 - March 2015
Merrill Lynch November 2010 - February 2013
Edward Jones May 2008 - October 2010
Wells Fargo October 2006 - March 2008
Skills
Series 7, Uniform Combined State..., Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Series 63, 401k Rollovers, Retirement, Saving for Education, Mutual Funds, Series 65, Investments, Investment Strategies, Strategic Financial..., IRAs, Financial Advisory, Alternative Investments, Securities, Portfolio Management
Education
University of North Carolina at Wilmington 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Florida State University 1999 — 2000
Horizon Wealth Advisors March 2015 - Present
Rudd International February 2013 - March 2015
Merrill Lynch November 2010 - February 2013
Edward Jones May 2008 - October 2010
Wells Fargo October 2006 - March 2008
Skills
Series 7, Uniform Combined State..., Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Series 63, 401k Rollovers, Retirement, Saving for Education, Mutual Funds, Series 65, Investments, Investment Strategies, Strategic Financial..., IRAs, Financial Advisory, Alternative Investments, Securities, Portfolio Management
Education
University of North Carolina at Wilmington 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Florida State University 1999 — 2000
Haley Gross's Merrill Lynch Experience December 2014 - August 2015
Job Client Services Coordinator at Shinn & Co / Shinn Strategic Planning
Industry Accounting
Experience
Shinn & Co / Shinn Strategic Planning August 2015 - Present
Merrill Lynch December 2014 - August 2015
Skills
Customer Service, Customer Satisfaction, Customer Support, Management, Wealth Management, Networking, Leadership, Customer Relations, Organizational..., Strategic Planning, Team Building, Social Media, Media Relations, Facebook, Time Management, Social Networking, Fundraising, Teamwork, team, Risk Management, Nonprofits, Field Work, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Cross Functional Team..., Customer Retention, Project Planning, New Business Development
Education
Florida State University 2010 — 2014
Bachelor’s Degree, Social Work
Gulf Breeze High School 2007 — 2010
High School
Shinn & Co / Shinn Strategic Planning August 2015 - Present
Merrill Lynch December 2014 - August 2015
Skills
Customer Service, Customer Satisfaction, Customer Support, Management, Wealth Management, Networking, Leadership, Customer Relations, Organizational..., Strategic Planning, Team Building, Social Media, Media Relations, Facebook, Time Management, Social Networking, Fundraising, Teamwork, team, Risk Management, Nonprofits, Field Work, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Cross Functional Team..., Customer Retention, Project Planning, New Business Development
Education
Florida State University 2010 — 2014
Bachelor’s Degree, Social Work
Gulf Breeze High School 2007 — 2010
High School
Chelsea Owens's Merrill Lynch Experience December 2014 - Present
Job Attended University of North Florida
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Merrill Lynch August 2013 - Present
Al's Pizza July 2012 - August 2013
Andrews Bar and Grill January 2011 - April 2012
Applebee's August 2008 - January 2011
Skills
Customer Service, Time Management, Proactive self-starter, Organization, Order Fulfillment, Training, Customer Satisfaction, Leadership, Social Networking, Teamwork, Telephone Skills, Data Entry, PowerPoint
Education
University of North Florida 2008 — 2013
Bachelor of Arts (B.A.), Criminal justice and anthropology
Florida State University 2011 — 2012
Bachelor of Arts (B.A.), Criminal Justice
Merrill Lynch December 2014 - Present
Merrill Lynch August 2013 - Present
Al's Pizza July 2012 - August 2013
Andrews Bar and Grill January 2011 - April 2012
Applebee's August 2008 - January 2011
Skills
Customer Service, Time Management, Proactive self-starter, Organization, Order Fulfillment, Training, Customer Satisfaction, Leadership, Social Networking, Teamwork, Telephone Skills, Data Entry, PowerPoint
Education
University of North Florida 2008 — 2013
Bachelor of Arts (B.A.), Criminal justice and anthropology
Florida State University 2011 — 2012
Bachelor of Arts (B.A.), Criminal Justice
Dominique Hebert, CFP®'s Merrill Lynch Experience June 2011 - April 2012
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Edelman Financial Services November 2012 - May 2014
Ameriprise Financial Services, Inc. May 2012 - November 2012
Merrill Lynch June 2011 - April 2012
BlackRock June 2010 - March 2011
Merrill Lynch September 2007 - June 2010
Skills
Series 7, Series 66, Life, Health & Variable..., Investments, Financial Services, Financial Advisory, Finance, Mutual Funds, Asset Allocation, Securities, Wealth Management, Retirement Planning, Alternative Investments, Retirement, Investment Advisory, 401k, Investment Strategies, Equities, Fixed Income, Asset Management, Portfolio Management, Strategic Financial..., Fixed Annuities, Investment Management, Life Insurance, Pensions, Options, Insurance, Financial Markets, Separately Managed...
Education
Florida State University 2003 — 2007
BS, Finance
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
CERTIFIED FINANCIAL PLANNER™
Fidelity Investments May 2014 - Present
Edelman Financial Services November 2012 - May 2014
Ameriprise Financial Services, Inc. May 2012 - November 2012
Merrill Lynch June 2011 - April 2012
BlackRock June 2010 - March 2011
Merrill Lynch September 2007 - June 2010
Skills
Series 7, Series 66, Life, Health & Variable..., Investments, Financial Services, Financial Advisory, Finance, Mutual Funds, Asset Allocation, Securities, Wealth Management, Retirement Planning, Alternative Investments, Retirement, Investment Advisory, 401k, Investment Strategies, Equities, Fixed Income, Asset Management, Portfolio Management, Strategic Financial..., Fixed Annuities, Investment Management, Life Insurance, Pensions, Options, Insurance, Financial Markets, Separately Managed...
Education
Florida State University 2003 — 2007
BS, Finance
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
CERTIFIED FINANCIAL PLANNER™
Jon Elling's Merrill Lynch Experience September 2005 - March 2006
Job Consulting CTO
Industry Computer Software
Experience
Elling Consulting January 2015 - Present
Haven, Inc. July 2014 - January 2015
Verge Solutions November 2012 - July 2014
Blueprint Health LLC January 2013 - March 2013
Verge Solutions June 2010 - November 2012
Verge Solutions June 2008 - June 2010
Verge Solutions June 2006 - June 2008
Merrill Lynch September 2005 - March 2006
Buckingham Asset Management 2004 - 2005
Global Image 2004 - 2005
Skills
Scala, AngularJS, Java, Certified Scrum Master..., C#, Python, .NET, Microsoft SQL Server, Software Development, SSRS, Agile Methodologies, SQL, JavaScript, Business Intelligence, XML, Agile Project Management, SSIS, HTML, Cross-functional Team..., Thought Leadership, VB.Net, SQL Server, SQL Server 2000-2008, SSAS, Technical Leadership, Strategic Leadership
Education
Florida State University 1997 — 2001
Bachelor of Science, Communication
Elling Consulting January 2015 - Present
Haven, Inc. July 2014 - January 2015
Verge Solutions November 2012 - July 2014
Blueprint Health LLC January 2013 - March 2013
Verge Solutions June 2010 - November 2012
Verge Solutions June 2008 - June 2010
Verge Solutions June 2006 - June 2008
Merrill Lynch September 2005 - March 2006
Buckingham Asset Management 2004 - 2005
Global Image 2004 - 2005
Skills
Scala, AngularJS, Java, Certified Scrum Master..., C#, Python, .NET, Microsoft SQL Server, Software Development, SSRS, Agile Methodologies, SQL, JavaScript, Business Intelligence, XML, Agile Project Management, SSIS, HTML, Cross-functional Team..., Thought Leadership, VB.Net, SQL Server, SQL Server 2000-2008, SSAS, Technical Leadership, Strategic Leadership
Education
Florida State University 1997 — 2001
Bachelor of Science, Communication
Eric Cordes's Merrill Lynch Experience November 2012 - August 2015
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
Merrill Lynch November 2012 - August 2015
Skills
Microsoft Office, Finance, Customer Service, Investments
Education
Florida State University 2008 — 2012
Bachelor of Science (BS), Finance, General, 3.1
Wells Fargo Advisors August 2015 - Present
Merrill Lynch November 2012 - August 2015
Skills
Microsoft Office, Finance, Customer Service, Investments
Education
Florida State University 2008 — 2012
Bachelor of Science (BS), Finance, General, 3.1
Joshua Hooker Joshua Hooker's Merrill Lynch Experience July 2013 - Present
Job Managed Product Reconciliation Specialist for Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Merrill Lynch November 2012 - July 2013
Merrill Lynch June 2012 - November 2012
Merrill Lynch November 2011 - June 2012
Skills
Microsoft Excel, Microsoft Office, Teamwork, Public Speaking, Customer Service
Education
Florida State University 2009 — 2011
Bachelor of Science, Marketing
University of North Florida 2007 — 2009
Associate's degree, General Studies
Merrill Lynch July 2013 - Present
Merrill Lynch November 2012 - July 2013
Merrill Lynch June 2012 - November 2012
Merrill Lynch November 2011 - June 2012
Skills
Microsoft Excel, Microsoft Office, Teamwork, Public Speaking, Customer Service
Education
Florida State University 2009 — 2011
Bachelor of Science, Marketing
University of North Florida 2007 — 2009
Associate's degree, General Studies
Jon Lowell's Merrill Lynch Experience January 1999 - January 2002
Job Re/Max Realtor
Industry Real Estate
Experience
Re/Max In Motion August 1994 - Present
Merrill Lynch January 1999 - January 2002
US Army January 1984 - January 1990
Skills
Sales, Sales Management, Coaching, Yoga, Social Media, Team Building, Negotiation, Contract Negotiation, Relationship Marketing, Mediation, Relaxation
Education
Florida State University
BS, Accounting and Finance
Florida State University
Bachelors of Arts Degree, Business; Finance
Re/Max In Motion August 1994 - Present
Merrill Lynch January 1999 - January 2002
US Army January 1984 - January 1990
Skills
Sales, Sales Management, Coaching, Yoga, Social Media, Team Building, Negotiation, Contract Negotiation, Relationship Marketing, Mediation, Relaxation
Education
Florida State University
BS, Accounting and Finance
Florida State University
Bachelors of Arts Degree, Business; Finance
Daniel Quintana Daniel Quintana's Merrill Lynch Experience June 2010 - August 2010
Job Founder, The Nomad Creative
Industry Marketing and Advertising
Experience
The Nomad Creative July 2015 - Present
Consumerproof February 2015 - July 2015
Klook Travel October 2014 - February 2015
Absolute Internship June 2013 - August 2014
Absolute Internship June 2013 - August 2013
EcoWorks International October 2012 - January 2013
USA for UNHCR August 2012 - October 2012
Pacific Asset Management --- PAMRIA.LLC June 2012 - August 2012
Merrill Lynch June 2010 - August 2010
Education
Florida State University 2008 — 2012
Bachelor of Science (B.S.), Finance, Marketing, Professional Sales
University of Miami
Master of Arts (M.A.), International Administration
The Nomad Creative July 2015 - Present
Consumerproof February 2015 - July 2015
Klook Travel October 2014 - February 2015
Absolute Internship June 2013 - August 2014
Absolute Internship June 2013 - August 2013
EcoWorks International October 2012 - January 2013
USA for UNHCR August 2012 - October 2012
Pacific Asset Management --- PAMRIA.LLC June 2012 - August 2012
Merrill Lynch June 2010 - August 2010
Education
Florida State University 2008 — 2012
Bachelor of Science (B.S.), Finance, Marketing, Professional Sales
University of Miami
Master of Arts (M.A.), International Administration
Diego Hentschel Diego Hentschel's Merrill Lynch Experience May 2012 - August 2012
Job Loan Servicing Analyst at Bayview Financial
Industry Financial Services
Experience
Bayview Asset Management, LLC February 2014 - Present
ActionCOACH Business Coaching August 2013 - March 2014
Merrill Lynch May 2012 - August 2012
MFX Solutions June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Research, Data Analysis, Public Speaking, Teamwork, Analysis, English, Budgets, Financial Accounting, Spanish, Business Analysis, Finance, Outlook, Leadership, Financial Analysis, Accounting
Education
University of Miami - School of Business 2015 — 2016
Master's degree, Finance, General
Florida State University 2009 — 2013
Bachelor of science, Finance, General
Bayview Asset Management, LLC February 2014 - Present
ActionCOACH Business Coaching August 2013 - March 2014
Merrill Lynch May 2012 - August 2012
MFX Solutions June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Research, Data Analysis, Public Speaking, Teamwork, Analysis, English, Budgets, Financial Accounting, Spanish, Business Analysis, Finance, Outlook, Leadership, Financial Analysis, Accounting
Education
University of Miami - School of Business 2015 — 2016
Master's degree, Finance, General
Florida State University 2009 — 2013
Bachelor of science, Finance, General
Cheryl Tveras's Merrill Lynch Experience March 2008 - February 2009
Job Certified Finance Professional at Navitas Lease Corp.
Industry Financial Services
Experience
Navitas Lease Corp. February 2012 - Present
BYO Recreation April 2011 - February 2012
MSC Care Management June 2010 - April 2011
Align Networks June 2009 - June 2010
Naomi Williams Photography June 2005 - 2010
Merrill Lynch March 2008 - February 2009
Professional Placement Resources November 1999 - January 2003
Skills
New Business Development, Marketing Strategy, Customer Satisfaction, Customer Service, Sales, PowerPoint, Microsoft Excel, Account Management, Microsoft Office, Process Scheduler, Marketing, Outlook
Education
Florida State University 1994 — 1998
Biology, Science
Bishop Kenny High School 1991 — 1994
Navitas Lease Corp. February 2012 - Present
BYO Recreation April 2011 - February 2012
MSC Care Management June 2010 - April 2011
Align Networks June 2009 - June 2010
Naomi Williams Photography June 2005 - 2010
Merrill Lynch March 2008 - February 2009
Professional Placement Resources November 1999 - January 2003
Skills
New Business Development, Marketing Strategy, Customer Satisfaction, Customer Service, Sales, PowerPoint, Microsoft Excel, Account Management, Microsoft Office, Process Scheduler, Marketing, Outlook
Education
Florida State University 1994 — 1998
Biology, Science
Bishop Kenny High School 1991 — 1994
Brad Cottrill, CFP®, MBA Brad Cottrill, CFP®, MBA's Merrill Lynch Experience July 2012 - Present
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch July 2012 - Present
Merrill Lynch May 2010 - July 2012
Wachovia Bank 2003 - December 2009
Wachovia Bank 2000 - 2003
First Union National Bank 1998 - 2000
Skills
Banking, Cash Management, Commercial Lending, Credit, Investments, Loans, Mortgage Lending, Financial Services, Private Banking, Finance, Securities, Retirement Planning, Securities Lending, Series 7, Wealth Management
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2010
M.B.A., Personal Financial Planning
Florida State University 1994 — 1998
B.S., Finance
Merrill Lynch July 2012 - Present
Merrill Lynch May 2010 - July 2012
Wachovia Bank 2003 - December 2009
Wachovia Bank 2000 - 2003
First Union National Bank 1998 - 2000
Skills
Banking, Cash Management, Commercial Lending, Credit, Investments, Loans, Mortgage Lending, Financial Services, Private Banking, Finance, Securities, Retirement Planning, Securities Lending, Series 7, Wealth Management
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2010
M.B.A., Personal Financial Planning
Florida State University 1994 — 1998
B.S., Finance
Brendan DeCerbo's Merrill Lynch Experience November 2014 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
iCare4Repair August 2010 - May 2014
Pioneer Futures, Inc., New York Mercantile Exchange June 2013 - August 2013
Benjamin & Jerold Brokerage I, LLC., New York Stock Exchange May 2011 - May 2011
Skills
Microsoft Office, Social Media Marketing, Inventory Management, Direct Sales, Financial Markets, Technical Analysis, Market Research, Customer Satisfaction, Analysis, Time Management, Social Media, Microsoft Excel, Advertising, Time management, Public Speaking
Education
Florida State University 2010 — 2014
Bachelor of Science, Finance
Merrill Lynch November 2014 - Present
iCare4Repair August 2010 - May 2014
Pioneer Futures, Inc., New York Mercantile Exchange June 2013 - August 2013
Benjamin & Jerold Brokerage I, LLC., New York Stock Exchange May 2011 - May 2011
Skills
Microsoft Office, Social Media Marketing, Inventory Management, Direct Sales, Financial Markets, Technical Analysis, Market Research, Customer Satisfaction, Analysis, Time Management, Social Media, Microsoft Excel, Advertising, Time management, Public Speaking
Education
Florida State University 2010 — 2014
Bachelor of Science, Finance
Evan Dillman's Merrill Lynch Experience August 2014 - January 2015
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch August 2014 - January 2015
Skills
Client Relations, Strategic Planning, Customer Service, Time Management, Customer Experience, Organization Skills, Team Building, Negotiation
Education
Florida State University 2006 — 2011
Bachelor of Science (BS), Marketing
Merrill Lynch August 2014 - January 2015
Skills
Client Relations, Strategic Planning, Customer Service, Time Management, Customer Experience, Organization Skills, Team Building, Negotiation
Education
Florida State University 2006 — 2011
Bachelor of Science (BS), Marketing
Christina Crowley's Merrill Lynch Experience June 2012 - August 2012
Job Juris Doctor
Industry Legal Services
Experience
Gator TeamChild Juvenile Law Clinic August 2014 - May 2015
MFY Legal Services June 2014 - August 2014
Cathryn A. Mitchell Law Offices September 2013 - June 2014
Eighth Judicial Circuit Family Law Division May 2013 - June 2013
Merrill Lynch June 2012 - August 2012
Skills
Family Law, Appeals, Legal Research, Legal Writing, Hearings, Research, Administrative..., Westlaw, Civil Litigation, Courts, Legal Assistance
Education
University of Florida Levin College of Law 2012 — 2015
Doctor of Law (JD), Law
Florida State University 2009 — 2012
Bachelor of Science (BS), Sociology and Psychology
Gator TeamChild Juvenile Law Clinic August 2014 - May 2015
MFY Legal Services June 2014 - August 2014
Cathryn A. Mitchell Law Offices September 2013 - June 2014
Eighth Judicial Circuit Family Law Division May 2013 - June 2013
Merrill Lynch June 2012 - August 2012
Skills
Family Law, Appeals, Legal Research, Legal Writing, Hearings, Research, Administrative..., Westlaw, Civil Litigation, Courts, Legal Assistance
Education
University of Florida Levin College of Law 2012 — 2015
Doctor of Law (JD), Law
Florida State University 2009 — 2012
Bachelor of Science (BS), Sociology and Psychology
Candace Rich's Merrill Lynch Experience November 2009 - December 2010
Job Financial Management
Industry Investment Management
Experience
Merrill Lynch November 2009 - December 2010
Merrill Lynch November 2007 - November 2009
Citi February 2006 - May 2007
Citi May 2004 - March 2006
Skills
Customer Service, Leadership, Microsoft Office, Public Speaking, Team Building, Project Management, Management, Training, Wealth Management, Social Networking, Financial Advisory, Social Media, Mutual Funds, Financial Planning, Microsoft Excel, Portfolio Management, Event Planning, Investments, Securities, Asset Allocation, Retirement Planning, Asset Management, Series 7, Operations Management, Sales, Vendor Management, Strategic Planning, Equities, Financial Services, Investment Advisory, PowerPoint, Process Improvement, Coaching, Account Management, Community Outreach, Relationship Management, Event Management, Social Media Marketing
Education
Florida State University 1994 — 2000
Bachelor's degree, Criminal Justice and Corrections
Merrill Lynch November 2009 - December 2010
Merrill Lynch November 2007 - November 2009
Citi February 2006 - May 2007
Citi May 2004 - March 2006
Skills
Customer Service, Leadership, Microsoft Office, Public Speaking, Team Building, Project Management, Management, Training, Wealth Management, Social Networking, Financial Advisory, Social Media, Mutual Funds, Financial Planning, Microsoft Excel, Portfolio Management, Event Planning, Investments, Securities, Asset Allocation, Retirement Planning, Asset Management, Series 7, Operations Management, Sales, Vendor Management, Strategic Planning, Equities, Financial Services, Investment Advisory, PowerPoint, Process Improvement, Coaching, Account Management, Community Outreach, Relationship Management, Event Management, Social Media Marketing
Education
Florida State University 1994 — 2000
Bachelor's degree, Criminal Justice and Corrections
Jason Hartin's Merrill Lynch Experience October 2012 - Present
Job Project Manager/Business Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2012 - Present
Merrill Lynch September 2011 - October 2012
Merrill Lynch April 2010 - September 2011
Merrill Lynch March 2009 - April 2010
Merrill Lynch September 2008 - March 2009
Merrill Lynch June 2007 - September 2008
Merrill Lynch June 2006 - June 2007
Merrill Lynch June 2004 - June 2006
Skills
Series 7, Series 66, Project Scoping & Phase..., Business Process Mapping, Data Analysis, Requirements Gathering, Six Sigma, Process Improvement, Operational Risk..., Relationship Management, Microsoft Excel, Visual Basic, Access, JMP, Visio, Mutual Funds, Equities, Fixed Income, Alternative Investments, Order Management
Education
Florida State University 1998 — 2004
Bachelor of Applied Science (BASc), Applied Economics
Florida State University 1998 — 2004
Minor, Computer Science
Merrill Lynch October 2012 - Present
Merrill Lynch September 2011 - October 2012
Merrill Lynch April 2010 - September 2011
Merrill Lynch March 2009 - April 2010
Merrill Lynch September 2008 - March 2009
Merrill Lynch June 2007 - September 2008
Merrill Lynch June 2006 - June 2007
Merrill Lynch June 2004 - June 2006
Skills
Series 7, Series 66, Project Scoping & Phase..., Business Process Mapping, Data Analysis, Requirements Gathering, Six Sigma, Process Improvement, Operational Risk..., Relationship Management, Microsoft Excel, Visual Basic, Access, JMP, Visio, Mutual Funds, Equities, Fixed Income, Alternative Investments, Order Management
Education
Florida State University 1998 — 2004
Bachelor of Applied Science (BASc), Applied Economics
Florida State University 1998 — 2004
Minor, Computer Science
James Franks's Merrill Lynch Experience September 2010 - July 2014
Job Sales Manager at First Coast Fire and Safety Equpiment
Industry Public Safety
Experience
First Coast Fire and Safety Equpiment July 2014 - Present
Merrill Lynch September 2010 - July 2014
Merrill Lynch December 2009 - September 2010
Merrill Lynch December 2006 - December 2009
Skills
Fire Safety, Fire Protection, Fire Extinguisher, Fire Suppression Systems, Emergency Lighting, New Business Development, Sales Management, Sales Operations, Sales Process, Networking, Business Management, Business Development, Business Process..., Business Analysis, Bid Strategy, Bid Pricing, Customer Service, Strategic Marketing, Bid Writing, New Restaurant Openings, Small Business, Small Business..., Small Business Marketing, Team Building, Mutual Funds, Retirement Planning, Series 63, Fixed Annuities, FINRA, Variable Annuities, Transition Management, Series 7
Education
Florida State University 2003 — 2006
Bachelor's Degree, Business Administration and Management, General
First Coast Fire and Safety Equpiment July 2014 - Present
Merrill Lynch September 2010 - July 2014
Merrill Lynch December 2009 - September 2010
Merrill Lynch December 2006 - December 2009
Skills
Fire Safety, Fire Protection, Fire Extinguisher, Fire Suppression Systems, Emergency Lighting, New Business Development, Sales Management, Sales Operations, Sales Process, Networking, Business Management, Business Development, Business Process..., Business Analysis, Bid Strategy, Bid Pricing, Customer Service, Strategic Marketing, Bid Writing, New Restaurant Openings, Small Business, Small Business..., Small Business Marketing, Team Building, Mutual Funds, Retirement Planning, Series 63, Fixed Annuities, FINRA, Variable Annuities, Transition Management, Series 7
Education
Florida State University 2003 — 2006
Bachelor's Degree, Business Administration and Management, General
Dan Fagan, CFP® Dan Fagan, CFP®'s Merrill Lynch Experience December 2011 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch December 2011 - Present
Johnson & Johnson 2006 - 2011
Pfizer 2003 - 2006
Pharmacia 2000 - 2003
Pharmacia & Upjohn 1999 - 2000
The Upjohn Company 1996 - 1999
Education
The Ohio State University
Ph.D., Analytical Chemistry
Northern Illinois University
BS, Chemistry
Florida State University
Certificate, Financial Planning
Merrill Lynch December 2011 - Present
Johnson & Johnson 2006 - 2011
Pfizer 2003 - 2006
Pharmacia 2000 - 2003
Pharmacia & Upjohn 1999 - 2000
The Upjohn Company 1996 - 1999
Education
The Ohio State University
Ph.D., Analytical Chemistry
Northern Illinois University
BS, Chemistry
Florida State University
Certificate, Financial Planning
Corey Workman's Merrill Lynch Experience May 2012 - August 2012
Job Senior Marketing Analyst, Contract Marketing at Office Depot's Corporate Headquarters
Industry Marketing and Advertising
Experience
Office Depot's Corporate Headquarters April 2015 - Present
Office Depot's Corporate Headquarters July 2014 - April 2015
Dance Marathon at the University of Florida September 2013 - May 2014
Citibank Latin America Global Headquarters January 2013 - July 2013
Merrill Lynch May 2012 - August 2012
Skills
Financial Analysis, Financial Reporting, Finance, Corporate Finance, Team Leadership, Supervisory Experience, Supervisory Skills, Leadership Development, Reporting & Analysis, Data Analysis, Data Management, MS Excel Pivot Tables, Microsoft Excel, Marketing, Social Media Marketing, Reporting Systems, Human Resources, Global Human Resources..., Vlookup, Wealth Management, Financial Advisory, Budgets, Internal & External..., Organizational..., Building Relationships, Maintaining Strong..., Analytics, Time Management, Public Speaking, Budget Forecasts, Business Analysis, Highly motivated..., Salesforce.com, Energetic team player, Marketing Strategy
Education
University of Florida 2011 — 2014
Bachelor of Science (BS), Finance
Florida State University 2009 — 2011
Associates of Arts, Finance
Office Depot's Corporate Headquarters April 2015 - Present
Office Depot's Corporate Headquarters July 2014 - April 2015
Dance Marathon at the University of Florida September 2013 - May 2014
Citibank Latin America Global Headquarters January 2013 - July 2013
Merrill Lynch May 2012 - August 2012
Skills
Financial Analysis, Financial Reporting, Finance, Corporate Finance, Team Leadership, Supervisory Experience, Supervisory Skills, Leadership Development, Reporting & Analysis, Data Analysis, Data Management, MS Excel Pivot Tables, Microsoft Excel, Marketing, Social Media Marketing, Reporting Systems, Human Resources, Global Human Resources..., Vlookup, Wealth Management, Financial Advisory, Budgets, Internal & External..., Organizational..., Building Relationships, Maintaining Strong..., Analytics, Time Management, Public Speaking, Budget Forecasts, Business Analysis, Highly motivated..., Salesforce.com, Energetic team player, Marketing Strategy
Education
University of Florida 2011 — 2014
Bachelor of Science (BS), Finance
Florida State University 2009 — 2011
Associates of Arts, Finance
Darryl Rice, PhD's Merrill Lynch Experience October 2006 - June 2010
Job Assistant Professor
Industry Higher Education
Experience
Miami University August 2015 - Present
University of Central Florida August 2010 - May 2015
Merrill Lynch October 2006 - June 2010
Education
University of Central Florida 2010 — 2015
Doctor of Philosophy (Ph.D.), Business Administration and Management, General
Jacksonville University 2008 — 2010
Master of Business Administration (MBA), Leadership
Florida State University 2001 — 2006
Bachelor's degree, Finance, General
Miami University August 2015 - Present
University of Central Florida August 2010 - May 2015
Merrill Lynch October 2006 - June 2010
Education
University of Central Florida 2010 — 2015
Doctor of Philosophy (Ph.D.), Business Administration and Management, General
Jacksonville University 2008 — 2010
Master of Business Administration (MBA), Leadership
Florida State University 2001 — 2006
Bachelor's degree, Finance, General
John Zoda's Merrill Lynch Experience May 2011 - August 2011
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Merrill Edge April 2015 - Present
Fidelity Investments May 2014 - April 2015
Florida State University Campus Recreation, Intramural Sports August 2011 - May 2014
Merrill Lynch May 2011 - August 2011
Skills
Finacial Management, Investments, Microsoft Office, Customer Service, Research, Teamwork, Public Speaking, English, Series 7, Series 63, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Social Networking, Social Media
Education
Florida State University 2010 — 2014
Bachelor's Degree, Finance and Marketing, GPA: 3.6
Merrill Edge April 2015 - Present
Fidelity Investments May 2014 - April 2015
Florida State University Campus Recreation, Intramural Sports August 2011 - May 2014
Merrill Lynch May 2011 - August 2011
Skills
Finacial Management, Investments, Microsoft Office, Customer Service, Research, Teamwork, Public Speaking, English, Series 7, Series 63, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Social Networking, Social Media
Education
Florida State University 2010 — 2014
Bachelor's Degree, Finance and Marketing, GPA: 3.6
Jim Mickler's Merrill Lynch Experience October 1996 - September 1998
Job President at Home Center Closeouts, Inc.
Industry Wholesale
Experience
HomeVestors July 2012 - Present
Home Center Closeouts, Inc. October 2005 - Present
Surplus-Liquidation, Inc. January 2000 - October 2005
Buildscape January 1998 - January 2000
Merrill Lynch October 1996 - September 1998
The Home Depot 1990 - 1994
PSS January 1991 - August 1993
Skills
Negotiation, Customer Service, Strategic Planning, Budgets, Sales Management, Logistics, Accounts Receivable, Inventory Analysis, Microsoft Office, P&L Management, Cash Flow, Risk Management, Retail, Pricing, Sales, New Business Development, Contract Negotiation, Marketing Strategy
Education
Florida State University 1986 — 1990
Bachelor of Science (BS), Marketing
HomeVestors July 2012 - Present
Home Center Closeouts, Inc. October 2005 - Present
Surplus-Liquidation, Inc. January 2000 - October 2005
Buildscape January 1998 - January 2000
Merrill Lynch October 1996 - September 1998
The Home Depot 1990 - 1994
PSS January 1991 - August 1993
Skills
Negotiation, Customer Service, Strategic Planning, Budgets, Sales Management, Logistics, Accounts Receivable, Inventory Analysis, Microsoft Office, P&L Management, Cash Flow, Risk Management, Retail, Pricing, Sales, New Business Development, Contract Negotiation, Marketing Strategy
Education
Florida State University 1986 — 1990
Bachelor of Science (BS), Marketing
Joshua Swinton's Merrill Lynch Experience September 2014 - Present
Job Project Analyst at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch August 2013 - September 2014
Merrill Lynch January 2012 - August 2013
North Florida Council-Boy Scouts of America July 2011 - January 2012
IRBsearch, LLC October 2010 - December 2010
Target PerformanceSystems June 2010 - October 2010
Skills
Marketing, Online Advertising, PowerPoint, Outlook, Microsoft Excel, Leadership, Training, Recruiting, Salesforce.com, Budgets, Event Planning
Education
Florida State University 2007 — 2011
B.S, Marketing and Management Information Systems
Florida State University 2007 — 2011
B.S; of, Marketing & Management Information Systems
Merrill Lynch September 2014 - Present
Merrill Lynch August 2013 - September 2014
Merrill Lynch January 2012 - August 2013
North Florida Council-Boy Scouts of America July 2011 - January 2012
IRBsearch, LLC October 2010 - December 2010
Target PerformanceSystems June 2010 - October 2010
Skills
Marketing, Online Advertising, PowerPoint, Outlook, Microsoft Excel, Leadership, Training, Recruiting, Salesforce.com, Budgets, Event Planning
Education
Florida State University 2007 — 2011
B.S, Marketing and Management Information Systems
Florida State University 2007 — 2011
B.S; of, Marketing & Management Information Systems
Henry Goode's Merrill Lynch Experience July 1999 - October 2007
Job Registered Agent Brevard Health Exchange Affordable Health Insurance
Industry Insurance
Experience
Brevard Health Exchange January 2014 - Present
Aflac January 2012 - January 2014
Wachovia Securities Financial Network October 2007 - October 2008
Merrill Lynch July 1999 - October 2007
Skills
Insurance, Customer Service, Management, Strategic Planning, Budgets, Microsoft Excel, Negotiation, Small Business, Disability Insurance, PowerPoint, Outlook, Microsoft Office, Research, Public Speaking, Microsoft Word, Teaching, English, Photoshop, Windows, Editing
Education
Florida State University 2005 — 2006
Certificate in Financial Planning, Financial Planning and Services
Radford University 1992 — 1996
Bachelor's degree, Physics
Brevard Health Exchange January 2014 - Present
Aflac January 2012 - January 2014
Wachovia Securities Financial Network October 2007 - October 2008
Merrill Lynch July 1999 - October 2007
Skills
Insurance, Customer Service, Management, Strategic Planning, Budgets, Microsoft Excel, Negotiation, Small Business, Disability Insurance, PowerPoint, Outlook, Microsoft Office, Research, Public Speaking, Microsoft Word, Teaching, English, Photoshop, Windows, Editing
Education
Florida State University 2005 — 2006
Certificate in Financial Planning, Financial Planning and Services
Radford University 1992 — 1996
Bachelor's degree, Physics
Duncan Tonkinson's Merrill Lynch Experience April 2007 - November 2009
Job Admissions Services Manager at Brooks Rehabilitation
Industry Hospital & Health Care
Experience
Brooks Rehabilitation April 2014 - Present
Brooks Rehabilitation July 2013 - April 2014
Brooks Rehabilitation July 2010 - July 2013
Investment Management November 2009 - July 2010
Merrill Lynch April 2007 - November 2009
Skills
Financial Analysis, Series 7, Insurance, Retirement Planning, Strategic Financial..., Sales, Wealth Management, Investments, Strategic Planning, Financial Modeling, Marketing, Portfolio Management, Microsoft Excel, Customer Service, Asset Allocation, Budgets, Leadership, Business Development, Forecasting, Financial Planning
Education
Florida State University 2003 — 2007
B.S., Applied Economics & Finance
Brooks Rehabilitation April 2014 - Present
Brooks Rehabilitation July 2013 - April 2014
Brooks Rehabilitation July 2010 - July 2013
Investment Management November 2009 - July 2010
Merrill Lynch April 2007 - November 2009
Skills
Financial Analysis, Series 7, Insurance, Retirement Planning, Strategic Financial..., Sales, Wealth Management, Investments, Strategic Planning, Financial Modeling, Marketing, Portfolio Management, Microsoft Excel, Customer Service, Asset Allocation, Budgets, Leadership, Business Development, Forecasting, Financial Planning
Education
Florida State University 2003 — 2007
B.S., Applied Economics & Finance
Edward Staff's Merrill Lynch Experience August 2006 - March 2008
Job Owner at Pressure Points
Industry Financial Services
Experience
Pressure Points 2011 - Present
Alexander Jameson, INC. January 2007 - Present
Merrill Lynch August 2006 - March 2008
Skills
Financial Services, Strategic Financial..., Retirement, Investments, Estate Planning, Insurance, Financial Analysis, Wealth Management, Retirement Planning, Fixed Annuities, Mutual Funds, Accounting, Investment Advisory, Asset Allocation, Entrepreneurship
Education
Florida State University 2004 — 2006
Business
Pressure Points 2011 - Present
Alexander Jameson, INC. January 2007 - Present
Merrill Lynch August 2006 - March 2008
Skills
Financial Services, Strategic Financial..., Retirement, Investments, Estate Planning, Insurance, Financial Analysis, Wealth Management, Retirement Planning, Fixed Annuities, Mutual Funds, Accounting, Investment Advisory, Asset Allocation, Entrepreneurship
Education
Florida State University 2004 — 2006
Business
Kayla Canan Kayla Canan's Merrill Lynch Experience October 2012 - March 2013
Job Senior Healthcare Recruiter at PPR Travel Nursing
Industry Hospital & Health Care
Experience
PPR Travel Nursing March 2013 - Present
Merrill Lynch October 2012 - March 2013
Skills
Applicant Tracking..., Onboarding, Temporary Placement, Talent Acquisition, Recruiting, Healthcare, Employee Relations, Internet Recruiting, Human Resources, Staffing Services, Temporary Staffing, Resume Writing, Interviews, Hiring, Building Relationships, Recruitment Advertising, Benefits Negotiation, Permanent Placement, Cold Calling, Screening Resumes, Time Management, Screening, Contract Recruitment
Education
University of North Florida 2009 — 2012
Bachelor's degree, Psychology
Florida State University 2007 — 2009
Associate's degree
Cardinal Gibbons Highschool 2004 — 2007
PPR Travel Nursing March 2013 - Present
Merrill Lynch October 2012 - March 2013
Skills
Applicant Tracking..., Onboarding, Temporary Placement, Talent Acquisition, Recruiting, Healthcare, Employee Relations, Internet Recruiting, Human Resources, Staffing Services, Temporary Staffing, Resume Writing, Interviews, Hiring, Building Relationships, Recruitment Advertising, Benefits Negotiation, Permanent Placement, Cold Calling, Screening Resumes, Time Management, Screening, Contract Recruitment
Education
University of North Florida 2009 — 2012
Bachelor's degree, Psychology
Florida State University 2007 — 2009
Associate's degree
Cardinal Gibbons Highschool 2004 — 2007
Benjamin (Jake) Parker Benjamin (Jake) Parker's Merrill Lynch Experience October 2014 - Present
Job Senior Operations Representative at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Merrill Lynch October 2013 - October 2014
Synergy Design Group 2007 - 2008
Halftime Liquors 2007 - 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Financial Analysis, Office Administration
Education
University of North Florida 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.1
Florida State University 2009 — 2011
Merrill Lynch October 2014 - Present
Merrill Lynch October 2013 - October 2014
Synergy Design Group 2007 - 2008
Halftime Liquors 2007 - 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Financial Analysis, Office Administration
Education
University of North Florida 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.1
Florida State University 2009 — 2011
Elisabeth Wolfe's Merrill Lynch Experience May 2000 - November 2000
Job Benefits Manager at Rockefeller & Co., Inc.
Industry Financial Services
Experience
Rockefeller & Co., Inc. January 2013 - Present
Rockefeller & Co., Inc. June 2010 - December 2012
National Basketball Association March 2009 - June 2010
PGA TOUR, Inc. March 2006 - December 2008
The South Financial Group May 2001 - November 2005
PSS World Medical, Inc. December 2000 - April 2001
Merrill Lynch May 2000 - November 2000
Skills
Employee Benefits, Benefits Administration, HRIS, 401k, Payroll, Mergers & Acquisitions, FMLA, Disability Insurance, COBRA, Retirement Planning, Defined Benefit, Retirement, Open Enrollment
Education
Florida State University 1998 — 2000
Bachelors
Rockefeller & Co., Inc. January 2013 - Present
Rockefeller & Co., Inc. June 2010 - December 2012
National Basketball Association March 2009 - June 2010
PGA TOUR, Inc. March 2006 - December 2008
The South Financial Group May 2001 - November 2005
PSS World Medical, Inc. December 2000 - April 2001
Merrill Lynch May 2000 - November 2000
Skills
Employee Benefits, Benefits Administration, HRIS, 401k, Payroll, Mergers & Acquisitions, FMLA, Disability Insurance, COBRA, Retirement Planning, Defined Benefit, Retirement, Open Enrollment
Education
Florida State University 1998 — 2000
Bachelors
Jennifer Salazar's Merrill Lynch Experience April 2008 - January 2011
Job Senior Credit and Banking Product Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America April 2014 - Present
Morgan Stanley January 2011 - April 2014
Merrill Lynch April 2008 - January 2011
Merrill Lynch September 2006 - April 2008
Merrill Lynch 1997 - 2008
Merrill Lynch November 2002 - August 2005
Merrill Lynch April 1999 - October 2002
Skills
Project Management, Credit, Credit Analysis, Series 7, Series 63, Private Banking, Credit Risk, Mortgage Lending, Commercial Lending, Financial Services, Management, Wealth Management, Banking, Finance, Loans
Education
Florida State University 1992 — 1997
Bachelor of Arts, Marketing
Wolcott High School 1988 — 1992
Bank of America April 2014 - Present
Morgan Stanley January 2011 - April 2014
Merrill Lynch April 2008 - January 2011
Merrill Lynch September 2006 - April 2008
Merrill Lynch 1997 - 2008
Merrill Lynch November 2002 - August 2005
Merrill Lynch April 1999 - October 2002
Skills
Project Management, Credit, Credit Analysis, Series 7, Series 63, Private Banking, Credit Risk, Mortgage Lending, Commercial Lending, Financial Services, Management, Wealth Management, Banking, Finance, Loans
Education
Florida State University 1992 — 1997
Bachelor of Arts, Marketing
Wolcott High School 1988 — 1992
Greg McClellan's Merrill Lynch Experience September 2007 - November 2009
Job Datacenter Consultant Engineer at Cisco
Industry Information Technology and Services
Experience
Cisco Systems February 2012 - Present
Bank of America June 2010 - February 2012
CSX Transportation November 2009 - June 2010
Merrill Lynch September 2007 - November 2009
Shands Hospital July 2005 - September 2007
Leon County May 2002 - July 2005
Applied Digital Solutions August 1999 - March 2002
Skills
Storage, Data Center, Linux, VMware, Virtualization, Disaster Recovery, Unix, Solaris, Enterprise Architecture, ITIL, SAN, Vendor Management, Storage Area Networks, Servers, EMC Storage, IT Strategy
Education
University of North Florida - College of Business Administration 2005 — 2008
Bachelor of Arts (B.A.), Economics
Florida State University 1995 — 1998
Cisco Systems February 2012 - Present
Bank of America June 2010 - February 2012
CSX Transportation November 2009 - June 2010
Merrill Lynch September 2007 - November 2009
Shands Hospital July 2005 - September 2007
Leon County May 2002 - July 2005
Applied Digital Solutions August 1999 - March 2002
Skills
Storage, Data Center, Linux, VMware, Virtualization, Disaster Recovery, Unix, Solaris, Enterprise Architecture, ITIL, SAN, Vendor Management, Storage Area Networks, Servers, EMC Storage, IT Strategy
Education
University of North Florida - College of Business Administration 2005 — 2008
Bachelor of Arts (B.A.), Economics
Florida State University 1995 — 1998
DJ Romanchuk's Merrill Lynch Experience January 2012 - Present
Job Managing Partner at Trident Acquisitions
Industry Real Estate
Experience
Trident Acquisitions February 2013 - Present
Merrill Lynch January 2012 - Present
Morgan Stanley Smith Barney December 2009 - July 2011
Marcus & Millichap August 2008 - May 2009
Bay Communities July 2006 - April 2008
Skills
Management, Investments, Series 7, Real Estate, Finance, Wealth Management, Sales, Team Building, Strategic Planning, Contract Negotiation
Education
Florida State University 2003 — 2006
Penn State University
Trident Acquisitions February 2013 - Present
Merrill Lynch January 2012 - Present
Morgan Stanley Smith Barney December 2009 - July 2011
Marcus & Millichap August 2008 - May 2009
Bay Communities July 2006 - April 2008
Skills
Management, Investments, Series 7, Real Estate, Finance, Wealth Management, Sales, Team Building, Strategic Planning, Contract Negotiation
Education
Florida State University 2003 — 2006
Penn State University
Elizabeth Shepard's Merrill Lynch Experience September 1980 - Present
Job Elizabeth M Shepard
Industry Financial Services
Experience
Merrill Lynch September 1980 - Present
Education
Florida State University
Merrill Lynch September 1980 - Present
Education
Florida State University
Craig Livingston's Merrill Lynch Experience April 2011 - Present
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
KBA Mortgage/ Bank of America March 2008 - April 2011
Universal American Mortgage Co September 2005 - March 2008
Sealane Marketing February 2003 - March 2005
Sealane Marketing February 2002 - February 2003
Education
University of Florida - Warrington College of Business Administration 2010 — 2012
Masters, Business Administration
Florida State University 1998 — 2001
Bachelor of Science, Communication for Business Management
Merrill Lynch April 2011 - Present
KBA Mortgage/ Bank of America March 2008 - April 2011
Universal American Mortgage Co September 2005 - March 2008
Sealane Marketing February 2003 - March 2005
Sealane Marketing February 2002 - February 2003
Education
University of Florida - Warrington College of Business Administration 2010 — 2012
Masters, Business Administration
Florida State University 1998 — 2001
Bachelor of Science, Communication for Business Management
Brian Lay's Merrill Lynch Experience 2007 - 2009
Job Financial Consultant
Industry Financial Services
Experience
Merrill Edge Advisory Center April 2011 - April 2014
PHH Mortgage June 2010 - December 2010
Merrill Lynch 2007 - 2009
KB Home 2005 - 2007
Rainmaker Consulting Services Inc 2003 - 2005
General Motors Corporation 1999 - 2001
United States Army Reserve January 1992 - January 1996
Skills
Investments, Real Estate, Mortgage Lending, Investment Properties, Asset Managment, First Time Home Buyers, Loans, Selling, Real Estate Economics, Series 7, Financial Analysis, FHA, Real Estate Transactions, Portfolio Management
Education
Florida State University 1996 — 1998
B.S, Business /Marketing
Merrill Edge Advisory Center April 2011 - April 2014
PHH Mortgage June 2010 - December 2010
Merrill Lynch 2007 - 2009
KB Home 2005 - 2007
Rainmaker Consulting Services Inc 2003 - 2005
General Motors Corporation 1999 - 2001
United States Army Reserve January 1992 - January 1996
Skills
Investments, Real Estate, Mortgage Lending, Investment Properties, Asset Managment, First Time Home Buyers, Loans, Selling, Real Estate Economics, Series 7, Financial Analysis, FHA, Real Estate Transactions, Portfolio Management
Education
Florida State University 1996 — 1998
B.S, Business /Marketing
Kimberly de Koninck Hooker's Merrill Lynch Experience March 2012 - Present
Job Quality Analyst
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Gap Inc./Banana Republic February 2010 - April 2012
The Goddard School February 2011 - February 2012
Muscular Dystrophy Association October 2010 - February 2011
Gap Inc./Old Navy November 2008 - January 2010
Early Learning Coalition May 2009 - July 2009
Florida State University August 2008 - May 2009
The Paradies Shop December 2005 - April 2007
Skills
Customer Service, Non-profits, Fundraising, Microsoft Office, Mac OS X, Administrative Support, Lesson Planning, People-oriented, Training Skills, Nonprofits, Training, Management, Sales, OS X, Time Management, Public Speaking, Leadership Development, Microsoft Excel, Research
Education
Florida State University 2005 — 2009
Bachelor of Science, Anthropology
Florida State University 2005 — 2009
Bachelor of Science, Family and Child Sciences; Childhood Development
Merrill Lynch March 2012 - Present
Gap Inc./Banana Republic February 2010 - April 2012
The Goddard School February 2011 - February 2012
Muscular Dystrophy Association October 2010 - February 2011
Gap Inc./Old Navy November 2008 - January 2010
Early Learning Coalition May 2009 - July 2009
Florida State University August 2008 - May 2009
The Paradies Shop December 2005 - April 2007
Skills
Customer Service, Non-profits, Fundraising, Microsoft Office, Mac OS X, Administrative Support, Lesson Planning, People-oriented, Training Skills, Nonprofits, Training, Management, Sales, OS X, Time Management, Public Speaking, Leadership Development, Microsoft Excel, Research
Education
Florida State University 2005 — 2009
Bachelor of Science, Anthropology
Florida State University 2005 — 2009
Bachelor of Science, Family and Child Sciences; Childhood Development
Jaymes Dermody's Merrill Lynch Experience May 2006 - February 2013
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2013 - Present
Merrill Lynch May 2006 - February 2013
Skills
Fixed Income, Equities, Capital Markets, Derivatives, Series 7, Series 63, Securities, Bloomberg, Investments, Valuation, Credit
Education
Florida State University 2000 — 2004
BS, Finance, General
Bank of America Merrill Lynch February 2013 - Present
Merrill Lynch May 2006 - February 2013
Skills
Fixed Income, Equities, Capital Markets, Derivatives, Series 7, Series 63, Securities, Bloomberg, Investments, Valuation, Credit
Education
Florida State University 2000 — 2004
BS, Finance, General
June Meimban, FRM, ASA, MAAA's Merrill Lynch Experience July 1997 - December 2000
Job Vice President, Strategy and Analytics at Citizens Bank
Industry Financial Services
Experience
Citizens Bank May 2014 - Present
PNC June 2012 - May 2014
JJM Analytics January 2008 - May 2012
various consulting jobs January 2004 - December 2010
Tillinghast January 2001 - December 2003
Merrill Lynch July 1997 - December 2000
American Heritage Life Insurance Co. January 1990 - July 1997
Skills
SAS Programming, C++, Visual Basic, Actuarial, Risk Management, Statistical Modeling, Data Mining, ETL, Software Development, ALM, Financial Engineering, Actuarial Science, Analytics, SAS programming, Analysis, Credit Risk, Valuation, Business Analysis, Financial Services
Education
Florida State University 1986 — 1988
M.S. Mathematics, Pure Math
University of the Philippines 1981 — 1984
B.S. Applied Mathematics, Operations Research
Philippine Science High School 1977 — 1981
Citizens Bank May 2014 - Present
PNC June 2012 - May 2014
JJM Analytics January 2008 - May 2012
various consulting jobs January 2004 - December 2010
Tillinghast January 2001 - December 2003
Merrill Lynch July 1997 - December 2000
American Heritage Life Insurance Co. January 1990 - July 1997
Skills
SAS Programming, C++, Visual Basic, Actuarial, Risk Management, Statistical Modeling, Data Mining, ETL, Software Development, ALM, Financial Engineering, Actuarial Science, Analytics, SAS programming, Analysis, Credit Risk, Valuation, Business Analysis, Financial Services
Education
Florida State University 1986 — 1988
M.S. Mathematics, Pure Math
University of the Philippines 1981 — 1984
B.S. Applied Mathematics, Operations Research
Philippine Science High School 1977 — 1981
Jeff Durkee's Merrill Lynch Experience 1981 - 1998
Job Senior Vice President & Market Director at JPMorgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities, LLC February 2012 - Present
MTB Investment Advisors March 2007 - February 2012
Mercantile Bankshares Corporation 2006 - 2007
Legg Mason Wood Walker 1998 - 2006
Merrill Lynch 1981 - 1998
Education
Florida State University 1977 — 1981
Bachelors, Business Administration
JP Morgan Securities, LLC February 2012 - Present
MTB Investment Advisors March 2007 - February 2012
Mercantile Bankshares Corporation 2006 - 2007
Legg Mason Wood Walker 1998 - 2006
Merrill Lynch 1981 - 1998
Education
Florida State University 1977 — 1981
Bachelors, Business Administration
Jim McDade's Merrill Lynch Experience November 2000 - December 2003
Job Founding Member at Tidewater Homes
Industry Construction
Experience
Tidewater Homes August 2014 - Present
Toll Brothers January 2005 - August 2014
Merrill Lynch November 2000 - December 2003
SunTrust Bank May 1997 - November 2000
Skills
Real Estate, Due Diligence, Real Estate Development, Land Acquisition, Construction, Entitlements, Property Management, Residential Homes, Construction Management, Real Estate Economics, Asset Managment, Financial Analysis, Land Development, Investment Properties, Strategy, Contract Negotiation, Budgets, Contract Management, Real Estate Transactions, Asset Management
Education
Florida State University
Bachelor's degree, Business Administration and Management, General
Tidewater Homes August 2014 - Present
Toll Brothers January 2005 - August 2014
Merrill Lynch November 2000 - December 2003
SunTrust Bank May 1997 - November 2000
Skills
Real Estate, Due Diligence, Real Estate Development, Land Acquisition, Construction, Entitlements, Property Management, Residential Homes, Construction Management, Real Estate Economics, Asset Managment, Financial Analysis, Land Development, Investment Properties, Strategy, Contract Negotiation, Budgets, Contract Management, Real Estate Transactions, Asset Management
Education
Florida State University
Bachelor's degree, Business Administration and Management, General
Diaz Krystal's Merrill Lynch Experience June 2000 - April 2006
Job Owner, Naturally ME LLC
Industry Health, Wellness and Fitness
Experience
Naturally ME LLC January 2007 - Present
Merrill Lynch June 2000 - April 2006
Raymond James & Associates January 1998 - June 2000
Raymond James International, London Office June 1995 - January 1998
Education
Florida State University 1989 — 1994
BA, International Affairs
Naturally ME LLC January 2007 - Present
Merrill Lynch June 2000 - April 2006
Raymond James & Associates January 1998 - June 2000
Raymond James International, London Office June 1995 - January 1998
Education
Florida State University 1989 — 1994
BA, International Affairs
Jennifer Herzog's Merrill Lynch Experience August 2005 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2005 - Present
Education
Florida State University 2001 — 2005
Bachelor of Science, Finance
Merrill Lynch August 2005 - Present
Education
Florida State University 2001 — 2005
Bachelor of Science, Finance
Jeff Landers, CFP®'s Merrill Lynch Experience January 2000 - January 2005
Job Director, Regional Sales Executive, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 1997 - Present
Bank of America Merrill Lynch September 2012 - July 2015
Merrill Edge January 2005 - September 2012
Merrill Lynch January 2000 - January 2005
Merrill Lynch December 1997 - January 2000
Education
Florida State University 1993 — 1997
Bachelor of Arts (B.A.), International Business
Bank of America Merrill Lynch December 1997 - Present
Bank of America Merrill Lynch September 2012 - July 2015
Merrill Edge January 2005 - September 2012
Merrill Lynch January 2000 - January 2005
Merrill Lynch December 1997 - January 2000
Education
Florida State University 1993 — 1997
Bachelor of Arts (B.A.), International Business
Claudio Ravinet's Merrill Lynch Experience April 1998 - September 2000
Job Senior Vice PresidentPrivate Wealth Advisor at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management November 2006 - Present
Bank of America June 2006 - November 2006
Lehman Brothers October 2000 - June 2006
Merrill Lynch April 1998 - September 2000
Goldman Sachs April 1997 - April 1998
Education
Florida State University
Master of Arts (M.A.)
University of Nebraska-Lincoln
Bachelor of Arts (B.A.)
UBS Private Wealth Management November 2006 - Present
Bank of America June 2006 - November 2006
Lehman Brothers October 2000 - June 2006
Merrill Lynch April 1998 - September 2000
Goldman Sachs April 1997 - April 1998
Education
Florida State University
Master of Arts (M.A.)
University of Nebraska-Lincoln
Bachelor of Arts (B.A.)
John Clinger's Merrill Lynch Experience December 2000 - Present
Job Sr Vice President Wealth Management , Sr Financial Advisor, Portfolio Manager, PIA Program
Industry Financial Services
Experience
Merrill Lynch December 2000 - Present
SunTrust Bank 1996 - December 2000
Skills
Series 7, Retirement Planning, Wealth Management, Finance, Asset Allocation, Investment Advisory, Mutual Funds, Retirement, Alternative Investments, Investments, Financial Advisory, Portfolio Management, 401k, Strategic Financial..., Wealth Management..., Investment Strategies, High Net Worth..., Relationship Management, Cash Management, Commercial Banking, Customer Service, Banking, Estate Planning, Financial Analysis, Securities, Financial Planning, Loans, Credit
Education
University of South Florida 1991 — 1993
Florida State University 1989 — 1991
Merrill Lynch December 2000 - Present
SunTrust Bank 1996 - December 2000
Skills
Series 7, Retirement Planning, Wealth Management, Finance, Asset Allocation, Investment Advisory, Mutual Funds, Retirement, Alternative Investments, Investments, Financial Advisory, Portfolio Management, 401k, Strategic Financial..., Wealth Management..., Investment Strategies, High Net Worth..., Relationship Management, Cash Management, Commercial Banking, Customer Service, Banking, Estate Planning, Financial Analysis, Securities, Financial Planning, Loans, Credit
Education
University of South Florida 1991 — 1993
Florida State University 1989 — 1991
Kenneth Nixon's Merrill Lynch Experience May 2015 - Present
Job Operations Analyst
Industry Investment Banking
Experience
Merrill Lynch May 2015 - Present
Bank of America October 2012 - May 2015
Bank of America July 2011 - October 2012
Bank of America May 2010 - July 2011
Wells Fargo December 2008 - May 2010
Skills
Investments, Retirement Planning, Customer Service, Mutual Funds, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Financial Services, Credit, Wealth Management, Retirement, Risk Management, Fixed Income, Insurance, Loans, Finance, Financial Planning, Leadership
Education
Florida State University 2004 — 2008
Bachelor of Science (BS), Applied Economics
Stanton College Preparatory High School 2000 — 2004
Diploma, High School
Merrill Lynch May 2015 - Present
Bank of America October 2012 - May 2015
Bank of America July 2011 - October 2012
Bank of America May 2010 - July 2011
Wells Fargo December 2008 - May 2010
Skills
Investments, Retirement Planning, Customer Service, Mutual Funds, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Financial Services, Credit, Wealth Management, Retirement, Risk Management, Fixed Income, Insurance, Loans, Finance, Financial Planning, Leadership
Education
Florida State University 2004 — 2008
Bachelor of Science (BS), Applied Economics
Stanton College Preparatory High School 2000 — 2004
Diploma, High School
Gregory Pinney's Merrill Lynch Experience July 2006 - June 2008
Job Project Coordinator/Program Management ADT
Industry Information Technology and Services
Experience
ADT January 2012 - December 2013
Bank of America June 2008 - September 2011
Merrill Lynch July 2006 - June 2008
Pfizer January 2003 - December 2005
Pfizer January 2000 - December 2003
Education
University of Alabama 1985 — 1987
Master's degree, Music
Florida State University 1980 — 1983
Bachelor's degree, Music
ADT January 2012 - December 2013
Bank of America June 2008 - September 2011
Merrill Lynch July 2006 - June 2008
Pfizer January 2003 - December 2005
Pfizer January 2000 - December 2003
Education
University of Alabama 1985 — 1987
Master's degree, Music
Florida State University 1980 — 1983
Bachelor's degree, Music
Chinmay Gandhi's Merrill Lynch Experience July 2007 - December 2009
Job VP at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch January 2010 - December 2014
Merrill Lynch July 2007 - December 2009
Florida State University 2006 - 2007
Skills
C++, Business Analysis, C#, SDLC, Python, Java, SQL, Trading Systems, Fixed Income, Equities, Microsoft SQL Server, .NET
Education
Florida State University 2006 — 2007
MS, Computer Science
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch January 2010 - December 2014
Merrill Lynch July 2007 - December 2009
Florida State University 2006 - 2007
Skills
C++, Business Analysis, C#, SDLC, Python, Java, SQL, Trading Systems, Fixed Income, Equities, Microsoft SQL Server, .NET
Education
Florida State University 2006 — 2007
MS, Computer Science
Chris Bracco's Merrill Lynch Experience June 2013 - July 2013
Job IT Analyst at MDAnderson Cancer Center
Industry Information Technology and Services
Experience
MDAnderson Cancer Center July 2014 - Present
New Process Steel August 2013 - March 2014
Merrill Lynch June 2013 - July 2013
Samson Energy January 2013 - March 2013
Calpine May 2010 - January 2013
Duke Energy (contractor) November 2008 - December 2009
Republican Party of Harris County, TX 2005 - 2009
KBR July 2007 - September 2008
Skills
XP, Help Desk Support, Customer Service, System Administration, Quality Assurance, Infrastructure, DHCP, Security, Networking, Procurement, Disaster Recovery, Norton Ghost, DNS, Operating Systems, Electronics, Cabling, Windows 7, System Deployment, Printers, Blackberry
Education
Florida State University 1986 — 1991
BSEE, Electrical Engineering
MDAnderson Cancer Center July 2014 - Present
New Process Steel August 2013 - March 2014
Merrill Lynch June 2013 - July 2013
Samson Energy January 2013 - March 2013
Calpine May 2010 - January 2013
Duke Energy (contractor) November 2008 - December 2009
Republican Party of Harris County, TX 2005 - 2009
KBR July 2007 - September 2008
Skills
XP, Help Desk Support, Customer Service, System Administration, Quality Assurance, Infrastructure, DHCP, Security, Networking, Procurement, Disaster Recovery, Norton Ghost, DNS, Operating Systems, Electronics, Cabling, Windows 7, System Deployment, Printers, Blackberry
Education
Florida State University 1986 — 1991
BSEE, Electrical Engineering
Dorian Crockrell's Merrill Lynch Experience 2011 - 2013
Job Recruiting Manager Permanent Placement Services at Robert Half Finance & Accounting
Industry Staffing and Recruiting
Experience
Robert Half Finance & Accounting July 2015 - Present
Fisher Investments February 2013 - October 2014
Merrill Lynch 2011 - 2013
JP Morgan Chase August 2009 - July 2011
Edward Jones August 2008 - April 2009
SunTrust Bank August 2007 - August 2008
Skills
Strategic Financial..., Investments, Finance, Series 7, Insurance, Financial Services, Portfolio Management, Fixed Annuities, Wealth Management, New Business Development, Sales, Mutual Funds, Equities, Customer Service, Retirement Planning, Securities, Public Speaking, Leadership, Series 63, Asset Allocation, Fixed Income, Financial Planning, Series 9, Series 66, Series 10, Permanent Staffing, Recruiting, Human Resource..., Human Capital, Hedge Funds, Private Equity
Education
Florida State University 2002 — 2007
Bachelor of Science (B.S.), Economics, Finance
Franklin high school
Robert Half Finance & Accounting July 2015 - Present
Fisher Investments February 2013 - October 2014
Merrill Lynch 2011 - 2013
JP Morgan Chase August 2009 - July 2011
Edward Jones August 2008 - April 2009
SunTrust Bank August 2007 - August 2008
Skills
Strategic Financial..., Investments, Finance, Series 7, Insurance, Financial Services, Portfolio Management, Fixed Annuities, Wealth Management, New Business Development, Sales, Mutual Funds, Equities, Customer Service, Retirement Planning, Securities, Public Speaking, Leadership, Series 63, Asset Allocation, Fixed Income, Financial Planning, Series 9, Series 66, Series 10, Permanent Staffing, Recruiting, Human Resource..., Human Capital, Hedge Funds, Private Equity
Education
Florida State University 2002 — 2007
Bachelor of Science (B.S.), Economics, Finance
Franklin high school
Frank Samu's Merrill Lynch Experience March 2008 - January 2009
Job Client Development Manager at Allied Solutions LLC
Industry Financial Services
Experience
Allied Solutions LLC June 2014 - Present
PHH Mortgage August 2013 - March 2014
PHH Mortgage November 2010 - August 2013
PHH Mortgage August 2009 - November 2010
Merrill Lynch March 2008 - January 2009
PHH Mortgage February 2007 - March 2008
PHH Mortgage July 2003 - February 2007
PHH Mortgage March 2002 - July 2003
Skills
Mortgage Lending, Mortgage Underwriting, Residential Mortgages, FHA, VA loans, FHA financing, Call Centers, Team Building, Training, Management, Project Management, Loans, Investments, Consumer Lending, Mortgage Banking, Sales, Leadership, Refinance, Credit, Mortgage Servicing, Underwriting, Customer Service, Loss Mitigation, Loan Origination, Strategic Planning
Education
Florida State University 1989 — 1995
BS, Criminology
Allied Solutions LLC June 2014 - Present
PHH Mortgage August 2013 - March 2014
PHH Mortgage November 2010 - August 2013
PHH Mortgage August 2009 - November 2010
Merrill Lynch March 2008 - January 2009
PHH Mortgage February 2007 - March 2008
PHH Mortgage July 2003 - February 2007
PHH Mortgage March 2002 - July 2003
Skills
Mortgage Lending, Mortgage Underwriting, Residential Mortgages, FHA, VA loans, FHA financing, Call Centers, Team Building, Training, Management, Project Management, Loans, Investments, Consumer Lending, Mortgage Banking, Sales, Leadership, Refinance, Credit, Mortgage Servicing, Underwriting, Customer Service, Loss Mitigation, Loan Origination, Strategic Planning
Education
Florida State University 1989 — 1995
BS, Criminology
J.W. Parks's Merrill Lynch Experience April 1999 - Present
Job Wealth Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 1999 - Present
Skills
Investments, Portfolio Management, Financial Planning, Financial Analysis, Finance, Wealth Management, Banking, Equities, Risk Management, Financial Services
Education
Florida State University 1986 — 1990
Bachelor's Degree, Finance and Real Estate
Merrill Lynch April 1999 - Present
Skills
Investments, Portfolio Management, Financial Planning, Financial Analysis, Finance, Wealth Management, Banking, Equities, Risk Management, Financial Services
Education
Florida State University 1986 — 1990
Bachelor's Degree, Finance and Real Estate
Fleming Wily's Merrill Lynch Experience November 2007 - April 2008
Job www.YOODLEDOO.com is an Independent Project
Industry Restaurants
Experience
Myself building a website May 2012 - Present
Peasant Bistro June 2009 - Present
SunTrust Bank February 2011 - May 2012
Morgan Stanley August 2008 - April 2009
Merrill Lynch November 2007 - April 2008
Merrill Lynch August 2005 - August 2007
Trend Offset Printing July 2005 - August 2005
Skills
Customer Service, Marketing, Sales
Education
Florida State University 2000 — 2004
Bachelor of Science, Finance
Myself building a website May 2012 - Present
Peasant Bistro June 2009 - Present
SunTrust Bank February 2011 - May 2012
Morgan Stanley August 2008 - April 2009
Merrill Lynch November 2007 - April 2008
Merrill Lynch August 2005 - August 2007
Trend Offset Printing July 2005 - August 2005
Skills
Customer Service, Marketing, Sales
Education
Florida State University 2000 — 2004
Bachelor of Science, Finance
Daniella DelVento's Merrill Lynch Experience July 2012 - November 2012
Job Account Manager at PRIUM
Industry
Experience
PRIUM 2014 - Present
Florida Department of Juvenile Justice June 2013 - Present
Executive Office of the Governor November 2012 - April 2013
Merrill Lynch July 2012 - November 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Public Speaking, Customer Service, Research, Social Media, Legal Writing, Accounting, Event Planning, Marketing, Legal Research
Education
Florida State University 2004 — 2008
Bachelor of Science (B.S.), Political Science and Government
PRIUM 2014 - Present
Florida Department of Juvenile Justice June 2013 - Present
Executive Office of the Governor November 2012 - April 2013
Merrill Lynch July 2012 - November 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Public Speaking, Customer Service, Research, Social Media, Legal Writing, Accounting, Event Planning, Marketing, Legal Research
Education
Florida State University 2004 — 2008
Bachelor of Science (B.S.), Political Science and Government
Josh Goodelman's Merrill Lynch Experience April 2003 - August 2004
Job Assurance Senior Manager at PwC
Industry Accounting
Experience
PwC July 2015 - Present
PwC January 2014 - July 2015
Grant Thornton January 2009 - January 2014
Day Financial Group March 2006 - December 2008
Manhattan Mortgage Group March 2005 - March 2007
Aegis Lending August 2004 - March 2005
Merrill Lynch April 2003 - August 2004
Skills
Auditing, GAAP, Assurance, Financial Analysis, SEC filings, Financial Reporting, External Audit, Internal Controls, Accounting, Financial Accounting, Investment Advisory, Corporate Finance, Mergers & Acquisitions, Business Valuation, US GAAP, Sarbanes-Oxley Act, Corporate Advisory, Mortgage Banking, Cost Accounting, Business Analysis, Risk Assessment, Risk Analysis, Compliance Audits, Business Acquisition, Energy Trading, Structured Finance, Commercial Mortgages, Real Estate Economics, Revenue Recognition, Variance Analysis, General Ledger, SOX 404, Audit, Real Estate Finance, Cost Analysis, SEC reporting, Mergers, Acquisition Analysis, Private Wealth..., Manufacturing Operations, Equity Compensation, Real Estate Financing, Healthcare Compliance, Financial Modeling, Financial Audits, Valuation, IPO, Restructuring
Education
University of South Florida 2006 — 2008
BS, Accounting
Florida State University 1999 — 2004
BS, Finance
Dunwoody High School
Riverwood High School
PwC July 2015 - Present
PwC January 2014 - July 2015
Grant Thornton January 2009 - January 2014
Day Financial Group March 2006 - December 2008
Manhattan Mortgage Group March 2005 - March 2007
Aegis Lending August 2004 - March 2005
Merrill Lynch April 2003 - August 2004
Skills
Auditing, GAAP, Assurance, Financial Analysis, SEC filings, Financial Reporting, External Audit, Internal Controls, Accounting, Financial Accounting, Investment Advisory, Corporate Finance, Mergers & Acquisitions, Business Valuation, US GAAP, Sarbanes-Oxley Act, Corporate Advisory, Mortgage Banking, Cost Accounting, Business Analysis, Risk Assessment, Risk Analysis, Compliance Audits, Business Acquisition, Energy Trading, Structured Finance, Commercial Mortgages, Real Estate Economics, Revenue Recognition, Variance Analysis, General Ledger, SOX 404, Audit, Real Estate Finance, Cost Analysis, SEC reporting, Mergers, Acquisition Analysis, Private Wealth..., Manufacturing Operations, Equity Compensation, Real Estate Financing, Healthcare Compliance, Financial Modeling, Financial Audits, Valuation, IPO, Restructuring
Education
University of South Florida 2006 — 2008
BS, Accounting
Florida State University 1999 — 2004
BS, Finance
Dunwoody High School
Riverwood High School
John Ruby's Merrill Lynch Experience January 1977 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1977 - Present
Education
Florida State University
Merrill Lynch January 1977 - Present
Education
Florida State University
John Sciacca's Merrill Lynch Experience July 1996 - October 1997
Job 401k Consulting
Industry Financial Services
Experience
Dorsa Consulting January 2009 - April 2011
Global System Solutions--Consulting Services March 2007 - February 2009
American Portfolios June 2005 - March 2007
Gabriel, Roeder, Smith & Co. March 2004 - June 2005
Citistreet Retirement Services February 1999 - March 2004
Prudential Investments Retirement Services October 1997 - February 1999
Merrill Lynch July 1996 - October 1997
Skills
Retirement Planning, CRM, Retirement, 401k, Business Development, Relationship Management, Employee Benefits, Financial Services, Sales, Pensions, Defined Benefit, Mutual Funds, Series 63, Defined Contribution, Investments, Series 6, Consulting
Education
Florida State University 1993 — 1995
BS, Criminal Justice/Criminology
Dorsa Consulting January 2009 - April 2011
Global System Solutions--Consulting Services March 2007 - February 2009
American Portfolios June 2005 - March 2007
Gabriel, Roeder, Smith & Co. March 2004 - June 2005
Citistreet Retirement Services February 1999 - March 2004
Prudential Investments Retirement Services October 1997 - February 1999
Merrill Lynch July 1996 - October 1997
Skills
Retirement Planning, CRM, Retirement, 401k, Business Development, Relationship Management, Employee Benefits, Financial Services, Sales, Pensions, Defined Benefit, Mutual Funds, Series 63, Defined Contribution, Investments, Series 6, Consulting
Education
Florida State University 1993 — 1995
BS, Criminal Justice/Criminology
Donald R. Murtaugh's Merrill Lynch Experience June 1996 - July 2000
Job Private Banker at Morgan Stanley Private Bank
Industry Financial Services
Experience
Morgan Stanley Private Bank June 2014 - Present
Morgan Stanley March 2013 - June 2014
UBS August 2012 - February 2013
Morgan Stanley May 2010 - August 2012
Wells Fargo Advisors April 2006 - April 2010
Morgan Stanley January 2006 - April 2006
Morgan Stanley November 2005 - December 2005
Morgan Stanley April 2002 - October 2005
Morgan Stanley July 2000 - April 2002
Merrill Lynch June 1996 - July 2000
Skills
Series 7, Series 63, Mortgage Lending, Residential Mortgages, Microsoft Office, Cross Selling, Team-oriented, Private Banking, Mortgage Banking, Banking, Personal Financial..., Team Leadership, Wealth Management, Commercial Banking, Consumer Financing, Securities Based Lending
Education
Florida State University
Finance, Finance, General
Morgan Stanley Private Bank June 2014 - Present
Morgan Stanley March 2013 - June 2014
UBS August 2012 - February 2013
Morgan Stanley May 2010 - August 2012
Wells Fargo Advisors April 2006 - April 2010
Morgan Stanley January 2006 - April 2006
Morgan Stanley November 2005 - December 2005
Morgan Stanley April 2002 - October 2005
Morgan Stanley July 2000 - April 2002
Merrill Lynch June 1996 - July 2000
Skills
Series 7, Series 63, Mortgage Lending, Residential Mortgages, Microsoft Office, Cross Selling, Team-oriented, Private Banking, Mortgage Banking, Banking, Personal Financial..., Team Leadership, Wealth Management, Commercial Banking, Consumer Financing, Securities Based Lending
Education
Florida State University
Finance, Finance, General
Courtney Diego's Merrill Lynch Experience May 2011 - December 2011
Job Marketing Specialist at Aon Hewitt
Industry Information Technology and Services
Experience
Aon Hewitt April 2015 - Present
Aon Hewitt November 2012 - Present
OmniPoint, An Aon Hewitt Company March 2012 - November 2012
Merrill Lynch May 2011 - December 2011
Skills
B2B Marketing, Lead Generation, Eloqua, Salesforce.com, HTML, Business Development, Social Media, Vendor Management, Event Planning, Central Desktop
Education
Florida State University 2007 — 2011
Bachelor of Science in Business Administration, Finance & Marketing
Aon Hewitt April 2015 - Present
Aon Hewitt November 2012 - Present
OmniPoint, An Aon Hewitt Company March 2012 - November 2012
Merrill Lynch May 2011 - December 2011
Skills
B2B Marketing, Lead Generation, Eloqua, Salesforce.com, HTML, Business Development, Social Media, Vendor Management, Event Planning, Central Desktop
Education
Florida State University 2007 — 2011
Bachelor of Science in Business Administration, Finance & Marketing
Ben Bruner's Merrill Lynch Experience 2011 - 2012
Job Former Financial Advisor at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors May 2013 - November 2013
Merrill Lynch 2011 - 2012
Skills
Banking, Portfolio Management, Credit, Loans, Credit Analysis, Commercial Banking, Wealth Management, Investment Banking, Credit Risk, Mortgage Lending, Fixed Income, Investments, Equities, Commercial Lending, Financial Analysis, Finance, Risk Management, Customer Service, Team Building, Management
Education
Florida State University 1996 — 2000
Bachelor of Arts (BA), Accounting and Finance
Wells Fargo Advisors May 2013 - November 2013
Merrill Lynch 2011 - 2012
Skills
Banking, Portfolio Management, Credit, Loans, Credit Analysis, Commercial Banking, Wealth Management, Investment Banking, Credit Risk, Mortgage Lending, Fixed Income, Investments, Equities, Commercial Lending, Financial Analysis, Finance, Risk Management, Customer Service, Team Building, Management
Education
Florida State University 1996 — 2000
Bachelor of Arts (BA), Accounting and Finance
Cameron Russell's Merrill Lynch Experience February 2014 - Present
Job Client Associate Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Kaiser Permanente September 2013 - Present
Kaiser Permanente April 2013 - September 2013
Strativa Pharmaceuticals June 2012 - April 2013
Dealer Tire March 2011 - January 2013
Dealer Tire February 2011 - March 2011
Dealer Tire July 2009 - February 2011
ViewPoint Bistro January 2008 - December 2009
Sunglasses Hut January 2009 - May 2009
Scioto Country Club April 2008 - September 2008
Skills
Sales Management, Sales, Management, Training, Team Building, Customer Service, Customer Satisfaction, Retail, Profit, Sales Process, Process Improvement, Marketing, Customer Retention, Coaching, Cold Calling, Sales Operations, Performance Management, Recruiting, Employee Training, Leadership, Employee Relations, Hiring, Account Management, Team Leadership, Time Management, Leadership Development, Human Resources, Selling, Onboarding, Training Delivery, Organizational..., Project Planning, Interviews, Customer Relations
Education
The Ohio State University 2007 — 2009
B.S, Hospitality Management
Florida State University 2005 — 2006
Merrill Lynch February 2014 - Present
Kaiser Permanente September 2013 - Present
Kaiser Permanente April 2013 - September 2013
Strativa Pharmaceuticals June 2012 - April 2013
Dealer Tire March 2011 - January 2013
Dealer Tire February 2011 - March 2011
Dealer Tire July 2009 - February 2011
ViewPoint Bistro January 2008 - December 2009
Sunglasses Hut January 2009 - May 2009
Scioto Country Club April 2008 - September 2008
Skills
Sales Management, Sales, Management, Training, Team Building, Customer Service, Customer Satisfaction, Retail, Profit, Sales Process, Process Improvement, Marketing, Customer Retention, Coaching, Cold Calling, Sales Operations, Performance Management, Recruiting, Employee Training, Leadership, Employee Relations, Hiring, Account Management, Team Leadership, Time Management, Leadership Development, Human Resources, Selling, Onboarding, Training Delivery, Organizational..., Project Planning, Interviews, Customer Relations
Education
The Ohio State University 2007 — 2009
B.S, Hospitality Management
Florida State University 2005 — 2006
Kathy Daly's Merrill Lynch Experience 2001 - 2005
Job Managed Solutions Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management May 2014 - Present
Barclays Wealth and Investment Management May 2012 - April 2014
U.S Trust - Bank of America August 2011 - May 2012
U.S. Trust - Bank of America 2006 - 2011
Jefferies & Company 2005 - 2006
Merrill Lynch 2001 - 2005
Donaldson, Lufkin & Jenrette 1995 - 2001
Deloitte 1990 - 1997
Bankers Trust Co Of Sd 1991 - 1993
Skills
Financial Risk, Operational Risk..., Mutual Funds, Wealth Management..., Sarbanes-Oxley Act, Enterprise Risk..., AML, Asset Managment, Change Management, Business Strategy, ERISA, Internal Controls, Program Management, Financial Reporting, KYC, Private Equity, Private Banking, Investment Banking, Internal Audit, Management Reporting, Business Process..., Problem Solving, Strategic Planning, Auditing
Education
Florida State University
BA
Seton Hall University
MBA
Barclays Wealth and Investment Management May 2014 - Present
Barclays Wealth and Investment Management May 2012 - April 2014
U.S Trust - Bank of America August 2011 - May 2012
U.S. Trust - Bank of America 2006 - 2011
Jefferies & Company 2005 - 2006
Merrill Lynch 2001 - 2005
Donaldson, Lufkin & Jenrette 1995 - 2001
Deloitte 1990 - 1997
Bankers Trust Co Of Sd 1991 - 1993
Skills
Financial Risk, Operational Risk..., Mutual Funds, Wealth Management..., Sarbanes-Oxley Act, Enterprise Risk..., AML, Asset Managment, Change Management, Business Strategy, ERISA, Internal Controls, Program Management, Financial Reporting, KYC, Private Equity, Private Banking, Investment Banking, Internal Audit, Management Reporting, Business Process..., Problem Solving, Strategic Planning, Auditing
Education
Florida State University
BA
Seton Hall University
MBA
Heather Kvasnak's Merrill Lynch Experience November 1997 - January 2001
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America September 2005 - Present
PHH Mortgage January 2001 - August 2005
Merrill Lynch November 1997 - January 2001
Park Avenue Mortgage Group 1999 - 2000
Skills
Mortgage Lending
Education
Florida State University 1993 — 1996
English
Salem College 1992 — 1993
Bank of America September 2005 - Present
PHH Mortgage January 2001 - August 2005
Merrill Lynch November 1997 - January 2001
Park Avenue Mortgage Group 1999 - 2000
Skills
Mortgage Lending
Education
Florida State University 1993 — 1996
English
Salem College 1992 — 1993
Greg Rasmussen's Merrill Lynch Experience September 1991 - September 1993
Job Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Inc. August 1994 - Present
Merrill Lynch September 1991 - September 1993
Probe Batson and Company CPA's March 1977 - August 1982
Education
Florida State University 1968 — 1970
Bachelor's degree, Accounting
Raymond James Financial Inc. August 1994 - Present
Merrill Lynch September 1991 - September 1993
Probe Batson and Company CPA's March 1977 - August 1982
Education
Florida State University 1968 — 1970
Bachelor's degree, Accounting
David Swendsen's Merrill Lynch Experience October 2012 - Present
Job RDS at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2012 - Present
DSW April 2012 - Present
Publix May 2011 - January 2012
Florida Blue September 2010 - December 2010
Skills
Visual Merchandising, Merchandising, Loss Prevention, Store Operations, Retail, Merchandise Planning, Cashiering, Assortment, Retail Sales, Shrinkage, Planograms, Fashion, New Store Openings, CPFR, Styling
Education
Florida State University 2006 — 2010
Bachelor of Science (BS), Social Sciences
Nease High School
Merrill Lynch October 2012 - Present
DSW April 2012 - Present
Publix May 2011 - January 2012
Florida Blue September 2010 - December 2010
Skills
Visual Merchandising, Merchandising, Loss Prevention, Store Operations, Retail, Merchandise Planning, Cashiering, Assortment, Retail Sales, Shrinkage, Planograms, Fashion, New Store Openings, CPFR, Styling
Education
Florida State University 2006 — 2010
Bachelor of Science (BS), Social Sciences
Nease High School
Jason Timberlake's Merrill Lynch Experience October 2013 - Present
Job AVP; Technology Project Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Merrill Lynch August 2006 - October 2013
Education
Florida State University
Bachelor of Science (BS), Information Technology
Merrill Lynch October 2013 - Present
Merrill Lynch August 2006 - October 2013
Education
Florida State University
Bachelor of Science (BS), Information Technology
Bethany Webb's Merrill Lynch Experience January 2014 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Merrill Edge March 2013 - December 2013
Merrill Edge September 2009 - February 2013
Skills
RETIREMENT EDUCATION..., Retirement Planning
Education
Florida State University 2005 — 2009
Bachelor's degree, Parks, Recreation and Leisure Studies
Merrill Lynch January 2014 - Present
Merrill Edge March 2013 - December 2013
Merrill Edge September 2009 - February 2013
Skills
RETIREMENT EDUCATION..., Retirement Planning
Education
Florida State University 2005 — 2009
Bachelor's degree, Parks, Recreation and Leisure Studies
Giselle Herman's Merrill Lynch Experience June 2001 - October 2002
Job Treasury Management Specialist at Amscot Financial
Industry Financial Services
Experience
Amscot Financial October 2002 - Present
Merrill Lynch June 2001 - October 2002
Education
Florida State University 1997 — 2001
Bachelor's degree, Economics
Amscot Financial October 2002 - Present
Merrill Lynch June 2001 - October 2002
Education
Florida State University 1997 — 2001
Bachelor's degree, Economics
Chris Brannan's Merrill Lynch Experience February 2014 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Charles Schwab & Co June 2006 - February 2014
Skills
Risk Management, Banking, Investments, Management, Customer Service, Finance, Portfolio Management, Financial Analysis, Microsoft Office, Equities
Education
Florida State University 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Merrill Lynch February 2014 - Present
Charles Schwab & Co June 2006 - February 2014
Skills
Risk Management, Banking, Investments, Management, Customer Service, Finance, Portfolio Management, Financial Analysis, Microsoft Office, Equities
Education
Florida State University 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Craig Kaye's Merrill Lynch Experience 1995 - 1997
Job Vice President at The Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon 2000 - Present
SunTrust Bank 1998 - 2000
Barnett Bank 1997 - 1998
Merrill Lynch 1995 - 1997
Skills
Corporate Trust, Securities, Investments, Loans, Corporate Finance, Mutual Funds, Structured Finance, Bonds, Project Finance, Fixed Income, Capital Markets, Equities, Investment Management, Structured Products, Portfolio Management, Banking
Education
Florida State University 1990 — 1994
Economics, Business/Managerial Economics
Duncan U. Fletcher High School 1987 — 1990
The Bank of New York Mellon 2000 - Present
SunTrust Bank 1998 - 2000
Barnett Bank 1997 - 1998
Merrill Lynch 1995 - 1997
Skills
Corporate Trust, Securities, Investments, Loans, Corporate Finance, Mutual Funds, Structured Finance, Bonds, Project Finance, Fixed Income, Capital Markets, Equities, Investment Management, Structured Products, Portfolio Management, Banking
Education
Florida State University 1990 — 1994
Economics, Business/Managerial Economics
Duncan U. Fletcher High School 1987 — 1990
Jordan Barker's Merrill Lynch Experience July 2013 - Present
Job AVP, Sr. Group Operations Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Merrill Edge May 2011 - July 2013
Deutsche Bank February 2010 - May 2011
Skills
Series 7, Securities, FINRA, Financial Services
Education
Florida State University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Merrill Lynch July 2013 - Present
Merrill Edge May 2011 - July 2013
Deutsche Bank February 2010 - May 2011
Skills
Series 7, Securities, FINRA, Financial Services
Education
Florida State University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Katherine Van Buskirk's Merrill Lynch Experience May 2001 - January 2009
Job Director, Global Financial Crimes Compliance at Bank of America
Industry Banking
Experience
Bank of America June 2011 - Present
Bank of America 2011 - Present
Bank of America Merrill Lynch January 2009 - June 2011
Merrill Lynch May 2001 - January 2009
Skills
Regulatory Compliance, Compliance Management, Economic Sanctions, Monitoring and Testing, Global Market Operations, Quality Assurance, Exam Management
Education
Florida State University 1998 — 2001
Bachelor of Science (BS), Finance, General
Bank of America June 2011 - Present
Bank of America 2011 - Present
Bank of America Merrill Lynch January 2009 - June 2011
Merrill Lynch May 2001 - January 2009
Skills
Regulatory Compliance, Compliance Management, Economic Sanctions, Monitoring and Testing, Global Market Operations, Quality Assurance, Exam Management
Education
Florida State University 1998 — 2001
Bachelor of Science (BS), Finance, General
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank