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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Merrill Lynch Employees
Employee
Years
Job
Industry
Courtney Clark Page, M.B.A. Courtney Clark Page, M.B.A.'s Merrill Lynch Experience August 2004 - January 2006
Job Senior MultiSpeciality Vaccine Sales at Merck Vaccines
Industry Biotechnology
Experience
Merck July 2014 - Present
Office Practicum August 2013 - July 2014
Merck January 2011 - May 2013
Merck January 2006 - February 2011
Merrill Lynch August 2004 - January 2006
Skills
Sales, Team Building, Public Speaking, Leadership, Program Management, Strategic Financial..., Strategy, Account Management, Training, Management, Sales Operations, Cardiology, Product Development, Strategic Planning, Project Planning, Managed Care, Salesforce.com, Marketing, Product Launch, Pharmaceutical Industry, Pharmaceutical Sales, Sales Management
Education
Nova Southeastern University 2004 — 2008
Masters of Business Administration, MBA, Overall GPA 3.69
Florida State University - College of Business 1997 — 2002
Bachelor of Science, Finance
Financial Service Licensing
Series 7
Merck July 2014 - Present
Office Practicum August 2013 - July 2014
Merck January 2011 - May 2013
Merck January 2006 - February 2011
Merrill Lynch August 2004 - January 2006
Skills
Sales, Team Building, Public Speaking, Leadership, Program Management, Strategic Financial..., Strategy, Account Management, Training, Management, Sales Operations, Cardiology, Product Development, Strategic Planning, Project Planning, Managed Care, Salesforce.com, Marketing, Product Launch, Pharmaceutical Industry, Pharmaceutical Sales, Sales Management
Education
Nova Southeastern University 2004 — 2008
Masters of Business Administration, MBA, Overall GPA 3.69
Florida State University - College of Business 1997 — 2002
Bachelor of Science, Finance
Financial Service Licensing
Series 7
Ravel Dupiton's Merrill Lynch Experience June 2008 - December 2008
Job Business Development Representative at QGenda
Industry Computer Software
Experience
QGenda August 2015 - Present
Phantastik Pagoda LLC November 2011 - Present
Insightpool 2014 - June 2015
E*TRADE Financial June 2011 - June 2012
Fidelity Investments July 2010 - June 2011
Bank of America December 2008 - July 2010
Merrill Lynch June 2008 - December 2008
Jumpstart, AmeriCorps September 2004 - April 2006
Skills
Mutual Funds, Investments, Series 7, Strategic Financial..., Leadership, Microsoft Excel, Customer Service, Financial Analysis, Retirement Planning, Financial Services, Microsoft Office, Series 63, Finance, CRM, Wealth Management, Analysis, Sales Process, Securities, Retirement, Financial Advisory, Insurance, Asset Allocation, Fixed Annuities, Equities, 401k, Portfolio Management, Asset Managment, SEO, Social Media Marketing, WordPress, Salesforce.com, Magento, E-commerce Optimization, Entrepreneurship, Options Strategies, Financial Planning, Management
Education
Florida State University
bachelor of the arts, Applied Economics
QGenda August 2015 - Present
Phantastik Pagoda LLC November 2011 - Present
Insightpool 2014 - June 2015
E*TRADE Financial June 2011 - June 2012
Fidelity Investments July 2010 - June 2011
Bank of America December 2008 - July 2010
Merrill Lynch June 2008 - December 2008
Jumpstart, AmeriCorps September 2004 - April 2006
Skills
Mutual Funds, Investments, Series 7, Strategic Financial..., Leadership, Microsoft Excel, Customer Service, Financial Analysis, Retirement Planning, Financial Services, Microsoft Office, Series 63, Finance, CRM, Wealth Management, Analysis, Sales Process, Securities, Retirement, Financial Advisory, Insurance, Asset Allocation, Fixed Annuities, Equities, 401k, Portfolio Management, Asset Managment, SEO, Social Media Marketing, WordPress, Salesforce.com, Magento, E-commerce Optimization, Entrepreneurship, Options Strategies, Financial Planning, Management
Education
Florida State University
bachelor of the arts, Applied Economics
Kyle Doane's Merrill Lynch Experience August 2015 - Present
Job Senior Managed Accounts Trading Representative at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Merrill Lynch September 2014 - August 2015
On The Rocks May 2013 - August 2014
Florida State University August 2010 - May 2014
Mikes Limousine Service May 2013 - December 2013
Banana Republic / Gap Inc. April 2012 - August 2012
Vector Marketing April 2011 - August 2011
Skills
Leadership, Microsoft Excel, Organizational..., Customer Service, Critical Thinking, PowerPoint, Teamwork, Microsoft Word, Event Planning, Statistics, Athletics, Social Networking, Microsoft Office, Personal Finance, Client Relations, Investment Strategies, Investment Advisory
Education
Florida State University 2010 — 2014
Bachelor of Science (B.S.), Finance, Economics
Merrill Lynch August 2015 - Present
Merrill Lynch September 2014 - August 2015
On The Rocks May 2013 - August 2014
Florida State University August 2010 - May 2014
Mikes Limousine Service May 2013 - December 2013
Banana Republic / Gap Inc. April 2012 - August 2012
Vector Marketing April 2011 - August 2011
Skills
Leadership, Microsoft Excel, Organizational..., Customer Service, Critical Thinking, PowerPoint, Teamwork, Microsoft Word, Event Planning, Statistics, Athletics, Social Networking, Microsoft Office, Personal Finance, Client Relations, Investment Strategies, Investment Advisory
Education
Florida State University 2010 — 2014
Bachelor of Science (B.S.), Finance, Economics
Tom Carmody's Merrill Lynch Experience February 2010 - July 2010
Job Senior Director, Institutional Retirement Plan Sales at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2010 - Present
Merrill Lynch February 2010 - July 2010
Russell Investments July 2006 - April 2009
Russell Investments October 2003 - July 2006
CIGNA Retirement Services July 2001 - April 2003
Schwab Retirement Plan Services August 1997 - July 2001
Fidelity Investments December 1986 - July 1997
BancTexas Dallas October 1984 - December 1986
Florida National Bank September 1979 - September 1984
Skills
Series 65, Series 63, Pensions, FINRA, Customer Relations, Series 7, Series 24, Georgia Insurance..., 401k
Education
University of North Florida - College of Business Administration 1978 — 1979
BBA
Florida State University 1977 — 1978
TIAA-CREF July 2010 - Present
Merrill Lynch February 2010 - July 2010
Russell Investments July 2006 - April 2009
Russell Investments October 2003 - July 2006
CIGNA Retirement Services July 2001 - April 2003
Schwab Retirement Plan Services August 1997 - July 2001
Fidelity Investments December 1986 - July 1997
BancTexas Dallas October 1984 - December 1986
Florida National Bank September 1979 - September 1984
Skills
Series 65, Series 63, Pensions, FINRA, Customer Relations, Series 7, Series 24, Georgia Insurance..., 401k
Education
University of North Florida - College of Business Administration 1978 — 1979
BBA
Florida State University 1977 — 1978
Ryan Starling's Merrill Lynch Experience August 2007 - April 2008
Job Internal Wholesaler
Industry Financial Services
Experience
CNL Securities Corp March 2013 - Present
Charles Schwab February 2011 - March 2013
OTIS February 2010 - January 2011
Morgan Stanley Smith Barney October 2009 - February 2010
OTIS May 2008 - October 2009
Merrill Lynch August 2007 - April 2008
Eddie Huggins Land Grading Co. May 2007 - August 2007
Indian River State College May 2006 - August 2006
Education
Florida State University 2005 — 2008
Bachelor of Science, Finance
CNL Securities Corp March 2013 - Present
Charles Schwab February 2011 - March 2013
OTIS February 2010 - January 2011
Morgan Stanley Smith Barney October 2009 - February 2010
OTIS May 2008 - October 2009
Merrill Lynch August 2007 - April 2008
Eddie Huggins Land Grading Co. May 2007 - August 2007
Indian River State College May 2006 - August 2006
Education
Florida State University 2005 — 2008
Bachelor of Science, Finance
Tripp Rawls, CFP®'s Merrill Lynch Experience 2003 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2003 - Present
Manulife/Wood Logan March 2002 - May 2003
Jackson National Life Insurance March 1999 - March 2002
Skills
Wealth Management, Retirement Planning
Education
Florida State University 1991 — 1995
BA, History
Merrill Lynch 2003 - Present
Manulife/Wood Logan March 2002 - May 2003
Jackson National Life Insurance March 1999 - March 2002
Skills
Wealth Management, Retirement Planning
Education
Florida State University 1991 — 1995
BA, History
Mary Caroline Dolph's Merrill Lynch Experience May 2011 - July 2011
Job Marketing Coordinator BSM Media
Industry Marketing and Advertising
Experience
BSM Media September 2015 - Present
mext Consulting February 2015 - April 2015
Shaw & Company Realtors October 2014 - November 2014
Camp Lenox June 2014 - September 2014
3J Hospitality- America's Backyard July 2013 - December 2013
BSM Media June 2012 - August 2012
Merrill Lynch May 2011 - July 2011
Skills
Social Media, PowerPoint, Microsoft Office, Microsoft Excel, Marketing, Social Media Marketing, Customer Service, Facebook, Microsoft Word, Public Relations, Event Planning, Marketing Communications, Social Networking, Marketing Strategy, Advertising, Outlook, Market Research, Teamwork
Education
Florida State University 2009 — 2013
Bachelor of Science (BS), Marketing
Florida State University - College of Business 2009 — 2013
Bachelor of Science (BS), Marketing
BSM Media September 2015 - Present
mext Consulting February 2015 - April 2015
Shaw & Company Realtors October 2014 - November 2014
Camp Lenox June 2014 - September 2014
3J Hospitality- America's Backyard July 2013 - December 2013
BSM Media June 2012 - August 2012
Merrill Lynch May 2011 - July 2011
Skills
Social Media, PowerPoint, Microsoft Office, Microsoft Excel, Marketing, Social Media Marketing, Customer Service, Facebook, Microsoft Word, Public Relations, Event Planning, Marketing Communications, Social Networking, Marketing Strategy, Advertising, Outlook, Market Research, Teamwork
Education
Florida State University 2009 — 2013
Bachelor of Science (BS), Marketing
Florida State University - College of Business 2009 — 2013
Bachelor of Science (BS), Marketing
Tess Fusser's Merrill Lynch Experience June 2012 - May 2013
Job Associate at Sun Capital Partners
Industry Financial Services
Experience
Sun Capital Partners May 2013 - Present
Merrill Lynch June 2012 - May 2013
Florida State Board of Administration January 2012 - April 2012
Student Housing Solutions July 2009 - December 2011
Merrill Lynch May 2011 - July 2011
Skills
Wealth Management, Private Equity, Asset Managment, Investments, Asset Management, Series 7, Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Alternative Investments, PowerPoint
Education
Florida State University 2008 — 2012
Bachelor of Science, Finance Major
Sun Capital Partners May 2013 - Present
Merrill Lynch June 2012 - May 2013
Florida State Board of Administration January 2012 - April 2012
Student Housing Solutions July 2009 - December 2011
Merrill Lynch May 2011 - July 2011
Skills
Wealth Management, Private Equity, Asset Managment, Investments, Asset Management, Series 7, Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Alternative Investments, PowerPoint
Education
Florida State University 2008 — 2012
Bachelor of Science, Finance Major
Michael D'Ambrosia Michael D'Ambrosia's Merrill Lynch Experience February 2007 - July 2010
Job Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2014 - Present
Bank of America October 2011 - March 2014
Black Diamond Performance Reporting July 2010 - November 2011
Merrill Lynch February 2007 - July 2010
Merrill Lynch January 2004 - February 2007
Skills
Series 7, Analysis, Training, Mutual Funds, Financial Services, Finance, Financial Analysis, Investments, Series 63, Operations Management, Portfolio Management
Education
Florida State University - College of Business 2004 — 2006
MBA, Business Administration
University of Florida 1999 — 2003
BS - Finance, Business Administration - Finance
Merrill Edge March 2014 - Present
Bank of America October 2011 - March 2014
Black Diamond Performance Reporting July 2010 - November 2011
Merrill Lynch February 2007 - July 2010
Merrill Lynch January 2004 - February 2007
Skills
Series 7, Analysis, Training, Mutual Funds, Financial Services, Finance, Financial Analysis, Investments, Series 63, Operations Management, Portfolio Management
Education
Florida State University - College of Business 2004 — 2006
MBA, Business Administration
University of Florida 1999 — 2003
BS - Finance, Business Administration - Finance
Rachel Wright's Merrill Lynch Experience January 1993 - December 1999
Job Business Development Specialist
Industry Management Consulting
Experience
Venture Capital Catalysts October 2011 - December 2013
Kid's House of Seminole January 2012 - May 2012
Automated Recovery Solutions March 2008 - January 2011
Blank Slate Productions June 2005 - January 2010
Mom Central Consulting January 2007 - January 2008
THE GOLDEN RULE FOUNDATION January 2000 - January 2005
Merrill Lynch January 1993 - December 1999
E & J Gallo Winery September 1987 - January 1993
Skills
Named “Most Remarkable..., Community Relations, Books, Public Speaking, Public Relations, Customer Relations, New Business Development, Marketing Strategy, Fundraising, Non-profits, Business Planning, Leadership Development, Strategic Planning, Small Business, Management Consulting, Coaching, Social Networking, Strategy Development, Promotions, Business Strategy, Event Management, Writing, Media Relations, Copywriting, Forecasting, Internal & External..., Grant Writing, Published Author, External Affairs, Board Development, Board Relations, Radio Broadcasting, Sales Management, Payroll, Contract Negotiation, Corporate Social..., Team Building, Budgeting, Volunteer Management, Community Outreach, Corporate Communications, Philanthropy, Budgets, Strategy, Marketing, Nonprofits, Community Development, Strategic Communications, Social Media, Training
Education
Florida State University 1984 — 1987
B.S. Degree, Communications
Venture Capital Catalysts October 2011 - December 2013
Kid's House of Seminole January 2012 - May 2012
Automated Recovery Solutions March 2008 - January 2011
Blank Slate Productions June 2005 - January 2010
Mom Central Consulting January 2007 - January 2008
THE GOLDEN RULE FOUNDATION January 2000 - January 2005
Merrill Lynch January 1993 - December 1999
E & J Gallo Winery September 1987 - January 1993
Skills
Named “Most Remarkable..., Community Relations, Books, Public Speaking, Public Relations, Customer Relations, New Business Development, Marketing Strategy, Fundraising, Non-profits, Business Planning, Leadership Development, Strategic Planning, Small Business, Management Consulting, Coaching, Social Networking, Strategy Development, Promotions, Business Strategy, Event Management, Writing, Media Relations, Copywriting, Forecasting, Internal & External..., Grant Writing, Published Author, External Affairs, Board Development, Board Relations, Radio Broadcasting, Sales Management, Payroll, Contract Negotiation, Corporate Social..., Team Building, Budgeting, Volunteer Management, Community Outreach, Corporate Communications, Philanthropy, Budgets, Strategy, Marketing, Nonprofits, Community Development, Strategic Communications, Social Media, Training
Education
Florida State University 1984 — 1987
B.S. Degree, Communications
Robert Sadberry's Merrill Lynch Experience August 2012 - December 2012
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch December 2012 - Present
Merrill Lynch August 2012 - December 2012
State Farm Insurance February 2010 - August 2012
Seminole Sports Marketing August 2011 - May 2012
Skills
Sales, Customer Service, Microsoft Office, Business Networking, Investments, Series 7, Series 66, Marketing, Marketing Strategy, Insurance, Relationship Management, Financial Markets, Time Management, Wealth Management, Securities, Investment Strategies, Portfolio Management, Financial Analysis, Retirement Planning, Equities, Banking, Mutual Funds
Education
University of Florida 2015 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Florida State University 2009 — 2012
Bachelor of Science (BS), Finance and Marketing
Bank of America Merrill Lynch December 2012 - Present
Merrill Lynch August 2012 - December 2012
State Farm Insurance February 2010 - August 2012
Seminole Sports Marketing August 2011 - May 2012
Skills
Sales, Customer Service, Microsoft Office, Business Networking, Investments, Series 7, Series 66, Marketing, Marketing Strategy, Insurance, Relationship Management, Financial Markets, Time Management, Wealth Management, Securities, Investment Strategies, Portfolio Management, Financial Analysis, Retirement Planning, Equities, Banking, Mutual Funds
Education
University of Florida 2015 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Florida State University 2009 — 2012
Bachelor of Science (BS), Finance and Marketing
Michael Jadin Michael Jadin's Merrill Lynch Experience October 2011 - April 2012
Job Statewide Field Director at Friends of Scott Walker
Industry Political Organization
Experience
Friends of Scott Walker April 2014 - Present
Republican Party of Wisconsin January 2013 - March 2014
Republican Party of Wisconsin April 2012 - November 2012
Merrill Lynch October 2011 - April 2012
Florida State Career Center January 2011 - May 2011
Leon County Division of Legislative Affairs January 2011 - May 2011
Skills
Policy, Recruiting, Leadership, Research, Interviews, Political Campaigns, Public Speaking, Policy Analysis, Politics, Sourcing, Marketing, Legislative Relations, Public Policy, Interviewing, Talent Management, Talent Acquisition, Sales Recruitment, Grassroots Organizing, Political Consulting, Political Science, Fundraising
Education
Florida State University 2009 — 2011
Master's, Public AdministrationAugust 2011
University of Wisconsin-Madison 2006 — 2008
Bachelor of Arts, Political Science
Friends of Scott Walker April 2014 - Present
Republican Party of Wisconsin January 2013 - March 2014
Republican Party of Wisconsin April 2012 - November 2012
Merrill Lynch October 2011 - April 2012
Florida State Career Center January 2011 - May 2011
Leon County Division of Legislative Affairs January 2011 - May 2011
Skills
Policy, Recruiting, Leadership, Research, Interviews, Political Campaigns, Public Speaking, Policy Analysis, Politics, Sourcing, Marketing, Legislative Relations, Public Policy, Interviewing, Talent Management, Talent Acquisition, Sales Recruitment, Grassroots Organizing, Political Consulting, Political Science, Fundraising
Education
Florida State University 2009 — 2011
Master's, Public AdministrationAugust 2011
University of Wisconsin-Madison 2006 — 2008
Bachelor of Arts, Political Science
Scott Paster's Merrill Lynch Experience June 1999 - July 2005
Job Team Lead at Advent Software
Industry Financial Services
Experience
Advent Software November 2014 - Present
Advent Software May 2014 - November 2014
Advent Software July 2012 - April 2014
Wells Fargo July 2005 - July 2012
Merrill Lynch June 1999 - July 2005
Skills
Financial Analysis, Investments, Leadership, Finance, Analysis, Mutual Funds, Budgets, Retirement Planning, Insurance, Sales, Series 7, Team Building, Customer Service, Series 63, Employee Benefits, Small Business, Six Sigma, Loans, Fixed Annuities, Financial Advisory, Wealth Management, Business Process
Education
Florida State University 1995 — 1999
Finance, Psychology
Advent Software November 2014 - Present
Advent Software May 2014 - November 2014
Advent Software July 2012 - April 2014
Wells Fargo July 2005 - July 2012
Merrill Lynch June 1999 - July 2005
Skills
Financial Analysis, Investments, Leadership, Finance, Analysis, Mutual Funds, Budgets, Retirement Planning, Insurance, Sales, Series 7, Team Building, Customer Service, Series 63, Employee Benefits, Small Business, Six Sigma, Loans, Fixed Annuities, Financial Advisory, Wealth Management, Business Process
Education
Florida State University 1995 — 1999
Finance, Psychology
Jeffrey C. Smith, CPA's Merrill Lynch Experience January 2004 - January 2006
Job Senior Manager at HSNO
Industry Accounting
Experience
HSNO January 2013 - Present
Assurance Forensic Accounting CPAs, LLC January 2006 - December 2012
Merrill Lynch January 2004 - January 2006
FM Global November 2001 - December 2003
Marsh & McLennan Companies, Inc. August 2000 - October 2001
Shore & Azimov, P.C., Forensic CPAs August 1993 - July 2000
Walmart May 1992 - July 1993
Skills
Forensic Accounting, Financial Analysis, Certified Fraud Examiner, CPA, Auditing, Internal Controls, Fraud, Accounting, Internal Audit
Education
Florida State University - College of Business 1987 — 1992
B.S., Accounting
HSNO January 2013 - Present
Assurance Forensic Accounting CPAs, LLC January 2006 - December 2012
Merrill Lynch January 2004 - January 2006
FM Global November 2001 - December 2003
Marsh & McLennan Companies, Inc. August 2000 - October 2001
Shore & Azimov, P.C., Forensic CPAs August 1993 - July 2000
Walmart May 1992 - July 1993
Skills
Forensic Accounting, Financial Analysis, Certified Fraud Examiner, CPA, Auditing, Internal Controls, Fraud, Accounting, Internal Audit
Education
Florida State University - College of Business 1987 — 1992
B.S., Accounting
Lucas Clary's Merrill Lynch Experience May 2011 - May 2012
Job Senior Financial Analyst at Clary Consulting, LLC.
Industry Financial Services
Experience
Clary Consulting, LLC. June 2014 - Present
KPMG US June 2012 - June 2014
Merrill Lynch May 2011 - May 2012
Clary Consulting June 2008 - May 2012
P3 Development Company June 2008 - May 2012
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Private Equity, Analysis, Data Analysis, Investments, Microsoft Excel, Financial Reporting
Education
Florida State University - College of Business 2011 — 2012
Master of Science (MS), Finance, General
Florida State University 2007 — 2011
Bachelor of Science (BS), Applied Economics
Florida State University - College of Business 2007 — 2011
Bachelor of Science (BS), Finance, General
Clary Consulting, LLC. June 2014 - Present
KPMG US June 2012 - June 2014
Merrill Lynch May 2011 - May 2012
Clary Consulting June 2008 - May 2012
P3 Development Company June 2008 - May 2012
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Private Equity, Analysis, Data Analysis, Investments, Microsoft Excel, Financial Reporting
Education
Florida State University - College of Business 2011 — 2012
Master of Science (MS), Finance, General
Florida State University 2007 — 2011
Bachelor of Science (BS), Applied Economics
Florida State University - College of Business 2007 — 2011
Bachelor of Science (BS), Finance, General
Heather Schwarz Lopes, CFP® Heather Schwarz Lopes, CFP®'s Merrill Lynch Experience 1998 - 2004
Job CoFounder and Chief Strategy Officer at EarlyShares.com
Industry Financial Services
Experience
EarlyShares.com January 2013 - Present
Wells Fargo 2008 - 2012
Beyond Lending Corp 2004 - 2008
Merrill Lynch 1998 - 2004
Skills
Crowdfunding, Alternative Investments, Investments, Venture Capital, Investor Relations, Entrepreneurial Finance, Entrepreneurial..., Entrepreneurship, Mortgage Banking, Mortgage Brokers, Business Brokerage, Prime Brokerage, Series 7, General Securities..., General Securities..., General Securities..., Uniform Combined State..., NASD, Realtor Relations, Florida Notary, Internet Entrepreneur, Entrepreneurship..., Investment Strategies, Joint Ventures, CEOs, Equity Valuation, Equity Capital Markets, Portfolio Management, Relationship Management, Finance, Funding, Series 63, Wealth Management, Equities, Loans, Securities, Mortgage Lending, Investment Banking, Strategy
Education
Florida State University - College of Business
Certified Financial Planner, Accounting and Finance
University of Tennessee-Knoxville
Accounting and Finance
EarlyShares.com January 2013 - Present
Wells Fargo 2008 - 2012
Beyond Lending Corp 2004 - 2008
Merrill Lynch 1998 - 2004
Skills
Crowdfunding, Alternative Investments, Investments, Venture Capital, Investor Relations, Entrepreneurial Finance, Entrepreneurial..., Entrepreneurship, Mortgage Banking, Mortgage Brokers, Business Brokerage, Prime Brokerage, Series 7, General Securities..., General Securities..., General Securities..., Uniform Combined State..., NASD, Realtor Relations, Florida Notary, Internet Entrepreneur, Entrepreneurship..., Investment Strategies, Joint Ventures, CEOs, Equity Valuation, Equity Capital Markets, Portfolio Management, Relationship Management, Finance, Funding, Series 63, Wealth Management, Equities, Loans, Securities, Mortgage Lending, Investment Banking, Strategy
Education
Florida State University - College of Business
Certified Financial Planner, Accounting and Finance
University of Tennessee-Knoxville
Accounting and Finance
Brett Conners's Merrill Lynch Experience May 2003 - September 2004
Job Associate Relationship Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2011 - Present
BNY Mellon November 2007 - October 2011
BNY Mellon September 2004 - November 2007
Merrill Lynch May 2003 - September 2004
Skills
Financial Services, Securities, Relationship Management, Capital Markets, Fixed Income, Structured Finance, Derivatives, Investments, Bonds, Finance, Corporate Finance, Banking, Structured Products, Risk Management, Financial Analysis, Financial Markets, Project Finance, Securitization, ABS, Corporate Trust, Mergers & Acquisitions, Corporate Actions, Budgeting, Client Services, Client Relations, Accounting, Account Reconciliation, Auditing, Fundamental Analysis, Technical Analysis, Collateral Management, Compliance Monitoring, Bond Markets, Student Loans
Education
Florida State University - College of Business 1999 — 2003
BS, Finance
BNY Mellon October 2011 - Present
BNY Mellon November 2007 - October 2011
BNY Mellon September 2004 - November 2007
Merrill Lynch May 2003 - September 2004
Skills
Financial Services, Securities, Relationship Management, Capital Markets, Fixed Income, Structured Finance, Derivatives, Investments, Bonds, Finance, Corporate Finance, Banking, Structured Products, Risk Management, Financial Analysis, Financial Markets, Project Finance, Securitization, ABS, Corporate Trust, Mergers & Acquisitions, Corporate Actions, Budgeting, Client Services, Client Relations, Accounting, Account Reconciliation, Auditing, Fundamental Analysis, Technical Analysis, Collateral Management, Compliance Monitoring, Bond Markets, Student Loans
Education
Florida State University - College of Business 1999 — 2003
BS, Finance
Joshua Bean's Merrill Lynch Experience April 2011 - July 2012
Job Experienced management professional with diverse analytical and relationship building experience.
Industry Financial Services
Experience
The Main Street America Group November 2014 - Present
The Main Street America Group December 2013 - November 2014
Wells Fargo July 2012 - December 2013
Merrill Lynch April 2011 - July 2012
Regions Financial Corporation July 2007 - April 2011
Regions Bank July 2007 - September 2007
Skills
Banking, Sales Management, Account Management, Customer Service, Cold Calling, New Business Development, Commercial Banking, Credit, Direct Sales, Financial Analysis, Strategic Financial..., Equities, Loans, Risk Assessment, Credit Analysis, Management, Building Relationships, Mortgage Underwriting, Staff Development, Relationship Management, Financial Planning, Finance, Financial Services, Investments, Leadership, Marketing, Sales
Education
Jacksonville University 2010 — 2013
Masters of Business Administration, Finance
Florida State University - College of Business 2004 — 2007
Bachelors, Finance
The Main Street America Group November 2014 - Present
The Main Street America Group December 2013 - November 2014
Wells Fargo July 2012 - December 2013
Merrill Lynch April 2011 - July 2012
Regions Financial Corporation July 2007 - April 2011
Regions Bank July 2007 - September 2007
Skills
Banking, Sales Management, Account Management, Customer Service, Cold Calling, New Business Development, Commercial Banking, Credit, Direct Sales, Financial Analysis, Strategic Financial..., Equities, Loans, Risk Assessment, Credit Analysis, Management, Building Relationships, Mortgage Underwriting, Staff Development, Relationship Management, Financial Planning, Finance, Financial Services, Investments, Leadership, Marketing, Sales
Education
Jacksonville University 2010 — 2013
Masters of Business Administration, Finance
Florida State University - College of Business 2004 — 2007
Bachelors, Finance
Rick Raleigh, CPA's Merrill Lynch Experience June 2011 - August 2011
Job Senior Associate | Assurance at McGladrey
Industry Accounting
Experience
McGladrey January 2013 - Present
Thomas Howell Ferguson January 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
Florida State University 2011 — 2012
Master of Accounting, Taxation
Florida State University 2007 — 2011
BS, Accounting and Finance
McGladrey January 2013 - Present
Thomas Howell Ferguson January 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
Florida State University 2011 — 2012
Master of Accounting, Taxation
Florida State University 2007 — 2011
BS, Accounting and Finance
Thomas Heinrichs's Merrill Lynch Experience September 2009 - April 2010
Job President / Financial Advisor at Ameriprise
Industry Investment Management
Experience
Ameriprise August 2015 - Present
JHS Capital Advisors, LLC April 2010 - August 2015
Merrill Lynch September 2009 - April 2010
Raymond James Financial Inc. June 2007 - September 2009
Education
Florida State University 2000 — 2003
Bachelor of Science (B.S.), Economics
Ameriprise August 2015 - Present
JHS Capital Advisors, LLC April 2010 - August 2015
Merrill Lynch September 2009 - April 2010
Raymond James Financial Inc. June 2007 - September 2009
Education
Florida State University 2000 — 2003
Bachelor of Science (B.S.), Economics
Kyle Martone's Merrill Lynch Experience June 2014 - August 2014
Job Staff Manager and Bartender at Clyde's and Costello's
Industry Investment Banking
Experience
Clyde's and Costello's November 2013 - Present
Merrill Lynch June 2014 - August 2014
Florida State University August 2012 - April 2014
The Hagar Group May 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Leadership, Customer Service, Time Management, Teamwork, Finance
Education
Florida State University 2015 — 2016
Master of Science (MS), Finance
Florida State University 2011 — 2015
Bachelor of Science (B.S.), Finance and Professional Sales
Clyde's and Costello's November 2013 - Present
Merrill Lynch June 2014 - August 2014
Florida State University August 2012 - April 2014
The Hagar Group May 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Leadership, Customer Service, Time Management, Teamwork, Finance
Education
Florida State University 2015 — 2016
Master of Science (MS), Finance
Florida State University 2011 — 2015
Bachelor of Science (B.S.), Finance and Professional Sales
Larry Ellis's Merrill Lynch Experience January 1995 - February 2007
Job Vice President Investments, CFP®, ADPA® at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc February 2007 - Present
Merrill Lynch January 1995 - February 2007
Education
Florida State University - College of Business 1977 — 1979
Finance
Raymond James & Associates, Inc February 2007 - Present
Merrill Lynch January 1995 - February 2007
Education
Florida State University - College of Business 1977 — 1979
Finance
Mason Mishcon's Merrill Lynch Experience May 2010 - March 2014
Job President Commercial Finance Consultant at All Purpose Lenders Inc.
Industry Financial Services
Experience
All Purpose Lenders March 2014 - Present
Merrill Lynch May 2010 - March 2014
Ameriprise Financial August 2004 - May 2010
UBS Wealth Management September 2000 - August 2004
Prudential Financial September 1996 - September 2000
Skills
Investment Strategies, Financial Planning..., Insurance, Small Business..., Structured & Securities..., 10b5-1 Plans, Personal Retirement..., Risk Management, Portfolio Evaluation, Networking &..., Commercial Lending, Finance Consulting, Finance, Strategic Financial..., Financial Advisory, Retirement, Portfolio Management, Loans, Pensions, Financial Planners, Securities, Financial Services, Marketing, Marketing Strategy, Financial Planning, Strategic Planning, Estate Planning, Investments
Education
Florida State University 1988 — 1993
Bachelor's degree, Business Administration and Management, General
All Purpose Lenders March 2014 - Present
Merrill Lynch May 2010 - March 2014
Ameriprise Financial August 2004 - May 2010
UBS Wealth Management September 2000 - August 2004
Prudential Financial September 1996 - September 2000
Skills
Investment Strategies, Financial Planning..., Insurance, Small Business..., Structured & Securities..., 10b5-1 Plans, Personal Retirement..., Risk Management, Portfolio Evaluation, Networking &..., Commercial Lending, Finance Consulting, Finance, Strategic Financial..., Financial Advisory, Retirement, Portfolio Management, Loans, Pensions, Financial Planners, Securities, Financial Services, Marketing, Marketing Strategy, Financial Planning, Strategic Planning, Estate Planning, Investments
Education
Florida State University 1988 — 1993
Bachelor's degree, Business Administration and Management, General
Pomy Singh's Merrill Lynch Experience October 2012 - May 2013
Job Customer Success Engineer at Shooju
Industry Hospital & Health Care
Experience
Shooju August 2015 - Present
Contractor December 2014 - September 2015
Nemours June 2014 - December 2014
Nemours June 2013 - May 2014
UNF Health Administration Student Association May 2013 - May 2014
Brooks Rehabilitation May 2013 - July 2013
Merrill Lynch October 2012 - May 2013
American Cancer Society September 2011 - December 2011
Florida State University's Women's Center September 2009 - May 2010
Education
University of North Florida 2012 — 2014
Master's degree, Health Care Administration
Florida State University 2007 — 2011
Bachelor's degree, International Relations and Affairs
Shooju August 2015 - Present
Contractor December 2014 - September 2015
Nemours June 2014 - December 2014
Nemours June 2013 - May 2014
UNF Health Administration Student Association May 2013 - May 2014
Brooks Rehabilitation May 2013 - July 2013
Merrill Lynch October 2012 - May 2013
American Cancer Society September 2011 - December 2011
Florida State University's Women's Center September 2009 - May 2010
Education
University of North Florida 2012 — 2014
Master's degree, Health Care Administration
Florida State University 2007 — 2011
Bachelor's degree, International Relations and Affairs
Eric Abed's Merrill Lynch Experience June 2010 - July 2010
Job Real Estate Agent at Realty Associates
Industry Real Estate
Experience
Realty Associates September 2011 - Present
Spirit Airlines May 2012 - September 2012
Merrill Lynch June 2010 - July 2010
West Broward YMCA June 2007 - August 2009
West Broward YMCA June 2007 - August 2009
Skills
Investment Properties, Training, Sales, Real Estate, New Business Development, Recruiting, Marketing, Customer Satisfaction, Contract Negotiation, Operations Management
Education
Florida State University - College of Business 2009 — 2011
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Realty Associates September 2011 - Present
Spirit Airlines May 2012 - September 2012
Merrill Lynch June 2010 - July 2010
West Broward YMCA June 2007 - August 2009
West Broward YMCA June 2007 - August 2009
Skills
Investment Properties, Training, Sales, Real Estate, New Business Development, Recruiting, Marketing, Customer Satisfaction, Contract Negotiation, Operations Management
Education
Florida State University - College of Business 2009 — 2011
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Melissa Travis's Merrill Lynch Experience May 2013 - August 2013
Job Student at Wake Forest University School of Law
Industry Law Practice
Experience
North Carolina General Assembly July 2015 - August 2015
Merrill Lynch May 2013 - August 2013
Merrill Lynch June 2012 - May 2013
Adventure Holdings, LLC June 2011 - December 2011
Matt's Italian Cuisine June 2010 - August 2010
American Eagle Outfitters June 2007 - August 2007
Gymnastics Unlimited August 2005 - December 2005
Skills
Sales, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Customer Service, Accounting, Social Media, Leadership, Time Management, Facebook, Teamwork, Public Speaking, Social Networking
Education
Wake Forest University School of Law 2013 — 2016
J.D.
Florida State University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Florida State University London Study Centre 2011 — 2011
Bachelor of Science, Finance
North Carolina General Assembly July 2015 - August 2015
Merrill Lynch May 2013 - August 2013
Merrill Lynch June 2012 - May 2013
Adventure Holdings, LLC June 2011 - December 2011
Matt's Italian Cuisine June 2010 - August 2010
American Eagle Outfitters June 2007 - August 2007
Gymnastics Unlimited August 2005 - December 2005
Skills
Sales, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Customer Service, Accounting, Social Media, Leadership, Time Management, Facebook, Teamwork, Public Speaking, Social Networking
Education
Wake Forest University School of Law 2013 — 2016
J.D.
Florida State University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Florida State University London Study Centre 2011 — 2011
Bachelor of Science, Finance
Dan Trent's Merrill Lynch Experience 2003 - 2005
Job Senior Manager at EY Advisory Services
Industry Management Consulting
Experience
Ernst & Young 2006 - Present
Merrill Lynch 2003 - 2005
Skills
Strategic Planning, Strategic Financial..., Budget Process, Performance Reporting, Executive Reporting, Reporting Systems, Hyperion Planning, Hyperion Financial..., Driver Based Planning, Performance Management, Performance Improvement, Financial Forecasting
Education
Florida State University - College of Business 2005 — 2006
MS, Masters of Accounting
Florida State University - College of Business 2000 — 2003
BS, Finance
Ernst & Young 2006 - Present
Merrill Lynch 2003 - 2005
Skills
Strategic Planning, Strategic Financial..., Budget Process, Performance Reporting, Executive Reporting, Reporting Systems, Hyperion Planning, Hyperion Financial..., Driver Based Planning, Performance Management, Performance Improvement, Financial Forecasting
Education
Florida State University - College of Business 2005 — 2006
MS, Masters of Accounting
Florida State University - College of Business 2000 — 2003
BS, Finance
Burns Mac Lowry, Jr. CIMA®, CPWA® Burns Mac Lowry, Jr. CIMA®, CPWA®'s Merrill Lynch Experience January 1991 - January 2005
Job ETF Specialist Private Bank and UHNW at BlackRock
Industry Financial Services
Experience
BlackRock April 2013 - Present
UBS June 2012 - March 2013
UBS Financial Services Inc. January 2007 - June 2012
Bank of America January 2005 - December 2006
Merrill Lynch January 1991 - January 2005
First Union Capital Management Group January 1994 - January 1996
Skills
Wealth Management, Insurance, Hedge Funds, Series 7, Investments, Mutual Funds, High Net Worth..., Portfolio Management, Investment Strategies, Investment Advisory, Asset Management, ETFs, Fixed Income, Alternative Investments, Asset Allocation, Equities, Business Development, Series 63, Securities, Wealth Management...
Education
Wharton School of Business 2009 — 2011
Securities Industry Institute SII
Florida State University - College of Business 1986 — 1990
Bachelor of Science (B.S.), Marketing
Investment Management Consultants Association
CIMA®, CPWA®
BlackRock April 2013 - Present
UBS June 2012 - March 2013
UBS Financial Services Inc. January 2007 - June 2012
Bank of America January 2005 - December 2006
Merrill Lynch January 1991 - January 2005
First Union Capital Management Group January 1994 - January 1996
Skills
Wealth Management, Insurance, Hedge Funds, Series 7, Investments, Mutual Funds, High Net Worth..., Portfolio Management, Investment Strategies, Investment Advisory, Asset Management, ETFs, Fixed Income, Alternative Investments, Asset Allocation, Equities, Business Development, Series 63, Securities, Wealth Management...
Education
Wharton School of Business 2009 — 2011
Securities Industry Institute SII
Florida State University - College of Business 1986 — 1990
Bachelor of Science (B.S.), Marketing
Investment Management Consultants Association
CIMA®, CPWA®
Richard Grodzicki's Merrill Lynch Experience 1973 - 1976
Job Senior Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. February 2009 - Present
Smith Barney 1988 - 2009
Kidder Peabody 1982 - 1988
Dexel Burnham 1976 - 1982
Merrill Lynch 1973 - 1976
Education
Florida State University - College of Business 1965 — 1968
BS, Finance
UBS Financial Services Inc. February 2009 - Present
Smith Barney 1988 - 2009
Kidder Peabody 1982 - 1988
Dexel Burnham 1976 - 1982
Merrill Lynch 1973 - 1976
Education
Florida State University - College of Business 1965 — 1968
BS, Finance
Tommy Sandifer's Merrill Lynch Experience September 2013 - Present
Job Vice President Senior Financial Advisor
Industry Investment Management
Experience
Merrill Lynch September 2013 - Present
Skills
Portfolio Management, Investments, Banking, Asset Managment, Financial Analysis, Insurance, Wealth Management, Investment Advisory, Retirement Planning
Education
Florida State University
Merrill Lynch September 2013 - Present
Skills
Portfolio Management, Investments, Banking, Asset Managment, Financial Analysis, Insurance, Wealth Management, Investment Advisory, Retirement Planning
Education
Florida State University
Robby Hayes's Merrill Lynch Experience September 2011 - December 2011
Job The Eastcoast Regional Sales Representative for Myrtha Pools USA
Industry Wholesale
Experience
Myrtha Pools USA September 2012 - Present
Merrill Lynch September 2011 - December 2011
UBS May 2009 - August 2009
Skills
Customer Service, Sales, Microsoft Office, Contract Negotiation, Account Management, Sales Management, New Business Development, Microsoft Excel, Negotiation, Microsoft Word, Cold Calling, Direct Sales, Contract Management, Team Leadership
Education
University of Miami 2015 — 2017
Master of Finance, Banking, Corporate, Finance, and Securities Law
Florida State University 2007 — 2011
Bachelor of Science (B.S.), Finance and Real estate
Myrtha Pools USA September 2012 - Present
Merrill Lynch September 2011 - December 2011
UBS May 2009 - August 2009
Skills
Customer Service, Sales, Microsoft Office, Contract Negotiation, Account Management, Sales Management, New Business Development, Microsoft Excel, Negotiation, Microsoft Word, Cold Calling, Direct Sales, Contract Management, Team Leadership
Education
University of Miami 2015 — 2017
Master of Finance, Banking, Corporate, Finance, and Securities Law
Florida State University 2007 — 2011
Bachelor of Science (B.S.), Finance and Real estate
Tom Adam's Merrill Lynch Experience May 1999 - July 2000
Job Partner at Mearkle Trueblood Adam, P.L.
Industry Law Practice
Experience
Mearkle Trueblood Adam, P.L. May 2013 - Present
Consumer Attorney Services June 2012 - May 2013
Thomas Adam, P.A. September 2007 - October 2012
Assouline & Berlowe, P.A. September 2009 - January 2011
Waldman Feluren, P.A. March 2006 - September 2007
Bunnell Woulfe P.A. February 2004 - March 2006
Merrill Lynch May 1999 - July 2000
Skills
Litigation, Business, Commercial Real Estate, Intellectual Property, Dispute Resolution, Real Estate, Bankruptcy, Construction Law, Corporate Law, Appeals, Wrongful Death, Arbitration, Courts, Mediation, Legal Research, Commercial Litigation, Personal Injury..., Civil Litigation, Personal Injury, Trial Practice, Torts
Education
Florida State University College of Law 2000 — 2003
Florida State University - College of Business 1996 — 1999
B.S., Finance
Mearkle Trueblood Adam, P.L. May 2013 - Present
Consumer Attorney Services June 2012 - May 2013
Thomas Adam, P.A. September 2007 - October 2012
Assouline & Berlowe, P.A. September 2009 - January 2011
Waldman Feluren, P.A. March 2006 - September 2007
Bunnell Woulfe P.A. February 2004 - March 2006
Merrill Lynch May 1999 - July 2000
Skills
Litigation, Business, Commercial Real Estate, Intellectual Property, Dispute Resolution, Real Estate, Bankruptcy, Construction Law, Corporate Law, Appeals, Wrongful Death, Arbitration, Courts, Mediation, Legal Research, Commercial Litigation, Personal Injury..., Civil Litigation, Personal Injury, Trial Practice, Torts
Education
Florida State University College of Law 2000 — 2003
Florida State University - College of Business 1996 — 1999
B.S., Finance
Kristin Pedoulas Kristin Pedoulas's Merrill Lynch Experience July 2007 - September 2008
Job Real Time Trader, West at The Energy Authority
Industry Oil & Energy
Experience
Rodan + Fields Dermatologists November 2013 - Present
The Energy Authority April 2013 - Present
The Energy Authority April 2011 - April 2013
The Energy Authority September 2008 - April 2011
Merrill Lynch July 2007 - September 2008
AXA Advisors May 2006 - June 2007
Skills
Commodity, Commodity Markets, Electricity Markets, Energy, Energy Markets, Financial Analysis, Financial Modeling, Natural Gas, Portfolio Management, Risk Management, Trading, Energy Industry, Power Trading
Education
University of North Florida - College of Business Administration 2008 — 2010
MBA, Business
Florida State University - College of Business 2004 — 2006
Bachelors of Science in Finance, Finance
University of North Carolina at Charlotte 2002 — 2004
Business
Rodan + Fields Dermatologists November 2013 - Present
The Energy Authority April 2013 - Present
The Energy Authority April 2011 - April 2013
The Energy Authority September 2008 - April 2011
Merrill Lynch July 2007 - September 2008
AXA Advisors May 2006 - June 2007
Skills
Commodity, Commodity Markets, Electricity Markets, Energy, Energy Markets, Financial Analysis, Financial Modeling, Natural Gas, Portfolio Management, Risk Management, Trading, Energy Industry, Power Trading
Education
University of North Florida - College of Business Administration 2008 — 2010
MBA, Business
Florida State University - College of Business 2004 — 2006
Bachelors of Science in Finance, Finance
University of North Carolina at Charlotte 2002 — 2004
Business
Scott Cavell Scott Cavell's Merrill Lynch Experience 2001 - 2002
Job Emergency Room RN at Northside Hospital St Petersburg , Florida
Industry Medical Devices
Experience
Northside Hospital April 2014 - Present
St . Michael's Eye & Laser Institute April 2013 - May 2014
Galen College of Nursing 2011 - July 2013
PRECISION ORTHOPEDICS, Tampa, FL Zimmer 2006 - August 2011
ISO-DIAGNOSTICS TESTING, Tampa Bay Area, FL 2005 - 2006
AMSOUTH INVESTMENT SERVICES, Jacksonville, FL 2002 - 2005
Merrill Lynch 2001 - 2002
UBS 1997 - 2001
BUSINESS TELECOMMUNICATIONS, INC., Atlanta, GA and Orlando, FL 1996 - 1997
Zimmer 1990 - 1995
Skills
Operating Room, Neurology, Medical Devices, Orthopedic, Surgery, Leadership, Pain Management, Spine, Gynecologic Surgery, Ophthalmology, Fracture Care, Public Speaking, Otoplasty, Hospitals, Healthcare, Medicine, Nursing
Education
Galen School of Nursing-Tampa Bay 2011 — 2013
Registered Nursing/Registered Nurse
Tampa Preparatory 1977 — 1980
High School Diploma
Florida State University 1979 — 1984
B.S Criminolgy, Criminology
Northside Hospital April 2014 - Present
St . Michael's Eye & Laser Institute April 2013 - May 2014
Galen College of Nursing 2011 - July 2013
PRECISION ORTHOPEDICS, Tampa, FL Zimmer 2006 - August 2011
ISO-DIAGNOSTICS TESTING, Tampa Bay Area, FL 2005 - 2006
AMSOUTH INVESTMENT SERVICES, Jacksonville, FL 2002 - 2005
Merrill Lynch 2001 - 2002
UBS 1997 - 2001
BUSINESS TELECOMMUNICATIONS, INC., Atlanta, GA and Orlando, FL 1996 - 1997
Zimmer 1990 - 1995
Skills
Operating Room, Neurology, Medical Devices, Orthopedic, Surgery, Leadership, Pain Management, Spine, Gynecologic Surgery, Ophthalmology, Fracture Care, Public Speaking, Otoplasty, Hospitals, Healthcare, Medicine, Nursing
Education
Galen School of Nursing-Tampa Bay 2011 — 2013
Registered Nursing/Registered Nurse
Tampa Preparatory 1977 — 1980
High School Diploma
Florida State University 1979 — 1984
B.S Criminolgy, Criminology
Brian Lee Stoner, CFA, CMT's Merrill Lynch Experience November 1996 - March 2000
Job Financial Markets Professional
Industry Information Technology and Services
Experience
Zacks Investment Research November 2014 - Present
Thomson Reuters February 2009 - September 2014
optionsXpress March 2008 - February 2009
TradeStation Securities October 2003 - September 2007
Wachovia Securities Financial Network April 2003 - October 2003
Quick & Reilly November 2001 - April 2003
Prudential Financial June 2000 - July 2001
Merrill Lynch November 1996 - March 2000
Education
Florida State University - College of Business
BS, Finance
Zacks Investment Research November 2014 - Present
Thomson Reuters February 2009 - September 2014
optionsXpress March 2008 - February 2009
TradeStation Securities October 2003 - September 2007
Wachovia Securities Financial Network April 2003 - October 2003
Quick & Reilly November 2001 - April 2003
Prudential Financial June 2000 - July 2001
Merrill Lynch November 1996 - March 2000
Education
Florida State University - College of Business
BS, Finance
Spencer Merriam's Merrill Lynch Experience May 2013 - August 2013
Job Master of Finance Grad Pursuing Equity Research & Analysis Position Willing to SelfRelocate
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
Merrill Lynch May 2013 - August 2013
Ruby Tuesday July 2008 - October 2012
Southwestern Advantage May 2011 - August 2011
United States Soccer Federation April 2000 - October 2007
Publix Super Markets April 2004 - May 2006
Skills
Research & Analysis, Financial Modeling, Presentation &..., Adaptive Team Player, Effective Problem Solver, Direct Sales
Education
Florida State University 2013 — 2014
Master's of Science, Finance
University of North Florida 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Edge August 2014 - Present
Merrill Lynch May 2013 - August 2013
Ruby Tuesday July 2008 - October 2012
Southwestern Advantage May 2011 - August 2011
United States Soccer Federation April 2000 - October 2007
Publix Super Markets April 2004 - May 2006
Skills
Research & Analysis, Financial Modeling, Presentation &..., Adaptive Team Player, Effective Problem Solver, Direct Sales
Education
Florida State University 2013 — 2014
Master's of Science, Finance
University of North Florida 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Joshua Whitehill's Merrill Lynch Experience October 2006 - October 2007
Job Global IT Program Manager at Citi
Industry Financial Services
Experience
Citi October 2013 - Present
Citi August 2012 - October 2013
Citi December 2011 - August 2012
Citi June 2010 - December 2011
Citi October 2007 - June 2010
Merrill Lynch October 2006 - October 2007
PHH Mortgage October 2002 - August 2006
Skills
Project Management, Software Quality..., Quality Center, Planview, Project Portfolio..., Project Status Reporting, Credit Cards, SDLC, Change Management, Vendor Management, Risk Management, Analysis, Program Management, IT Strategy, Software Project..., Business Process..., Strategy, Cross-functional Team...
Education
Nova Southeastern University 2005 — 2007
Master of Business Administration (M.B.A.), MBA
Florida State University - College of Business
Bachelor's degree, Management Information Systems
Citi October 2013 - Present
Citi August 2012 - October 2013
Citi December 2011 - August 2012
Citi June 2010 - December 2011
Citi October 2007 - June 2010
Merrill Lynch October 2006 - October 2007
PHH Mortgage October 2002 - August 2006
Skills
Project Management, Software Quality..., Quality Center, Planview, Project Portfolio..., Project Status Reporting, Credit Cards, SDLC, Change Management, Vendor Management, Risk Management, Analysis, Program Management, IT Strategy, Software Project..., Business Process..., Strategy, Cross-functional Team...
Education
Nova Southeastern University 2005 — 2007
Master of Business Administration (M.B.A.), MBA
Florida State University - College of Business
Bachelor's degree, Management Information Systems
Rachel Barlow, Esq. Rachel Barlow, Esq.'s Merrill Lynch Experience August 2008 - December 2008
Job Associate Trusts and Estates Attorney at Cummings & Lockwood LLC
Industry Law Practice
Experience
Cummings & Lockwood August 2013 - Present
Universtiy of Florida Levin College of Law August 2012 - July 2013
Stetson University College of Law August 2009 - May 2012
Gassman Law Associates, P.A September 2011 - April 2012
United States District Court, Middle District of Florida May 2011 - July 2011
Davies Arnold Cooper LLP August 2010 - November 2010
Gulfcoast Legal Services, Inc June 2010 - July 2010
Hospice of Citrus County, Inc December 2008 - July 2009
Merrill Lynch August 2008 - December 2008
Skills
Legal Research, Legal Writing, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Westlaw, Research, Public Speaking, Courts, Legal Assistance, Teamwork, Estate Planning, Corporate Tax Planning, Legal Issues, Trial Practice, Tax Law, Corporate Tax, Trusts, Corporate Law, Tax, Lexis, Trials, Estate Administration
Education
University of Florida - Fredric G. Levin College of Law
Stetson University College of Law 2009 — 2012
Doctor of Law (J.D.), GPA: 3.55 Class Rank: 20/278 (Top 7%)
Florida State University
Bachelor of Social Work
Cummings & Lockwood August 2013 - Present
Universtiy of Florida Levin College of Law August 2012 - July 2013
Stetson University College of Law August 2009 - May 2012
Gassman Law Associates, P.A September 2011 - April 2012
United States District Court, Middle District of Florida May 2011 - July 2011
Davies Arnold Cooper LLP August 2010 - November 2010
Gulfcoast Legal Services, Inc June 2010 - July 2010
Hospice of Citrus County, Inc December 2008 - July 2009
Merrill Lynch August 2008 - December 2008
Skills
Legal Research, Legal Writing, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Westlaw, Research, Public Speaking, Courts, Legal Assistance, Teamwork, Estate Planning, Corporate Tax Planning, Legal Issues, Trial Practice, Tax Law, Corporate Tax, Trusts, Corporate Law, Tax, Lexis, Trials, Estate Administration
Education
University of Florida - Fredric G. Levin College of Law
Stetson University College of Law 2009 — 2012
Doctor of Law (J.D.), GPA: 3.55 Class Rank: 20/278 (Top 7%)
Florida State University
Bachelor of Social Work
Todd Vonnieda Todd Vonnieda's Merrill Lynch Experience 1987 - 1994
Job President at River City Companies
Industry Construction
Experience
River City Companies 2007 - Present
Richmond American Homes 2005 - 2007
Morrison Homes 2003 - 2004
Pinnacle Consulting Group, Inc. 1994 - 2002
Merrill Lynch 1987 - 1994
Skills
Construction Management, Single Family Homes, Construction, Marketing, Land Acquisition, Management Consulting, Value Engineering, Project Management, Real Estate Development, Building Materials, Land Development, Leadership, Real Estate, Negotiation, Residential Homes, Contract Negotiation, Contractors, Homebuilding, Renovation, Sales Management, Contract Management, Process Scheduler, Pre-construction, Green Building, Entitlements, Project Bidding
Education
University of North Florida - College of Business Administration 1988 — 1990
Finance, Business Administration, Management and Operations
Florida State University 1984 — 1987
Biology
Spruce Creek High School
River City Companies 2007 - Present
Richmond American Homes 2005 - 2007
Morrison Homes 2003 - 2004
Pinnacle Consulting Group, Inc. 1994 - 2002
Merrill Lynch 1987 - 1994
Skills
Construction Management, Single Family Homes, Construction, Marketing, Land Acquisition, Management Consulting, Value Engineering, Project Management, Real Estate Development, Building Materials, Land Development, Leadership, Real Estate, Negotiation, Residential Homes, Contract Negotiation, Contractors, Homebuilding, Renovation, Sales Management, Contract Management, Process Scheduler, Pre-construction, Green Building, Entitlements, Project Bidding
Education
University of North Florida - College of Business Administration 1988 — 1990
Finance, Business Administration, Management and Operations
Florida State University 1984 — 1987
Biology
Spruce Creek High School
Bill Trice's Merrill Lynch Experience February 1983 - September 1987
Job Owner, Crippen & Co Certified Public Accountants
Industry Accounting
Experience
Crippen & Co - Certified Public Accountants 1987 - Present
Merrill Lynch February 1983 - September 1987
PwC July 1978 - February 1983
Skills
Public Speaking, Mergers & Acquisitions, Customer Service, Estate Planning, Managerial Finance, Team Building, CPA, Financial Accounting, Finance, Management Consulting, Retirement Planning, Small Business, Insurance, Payroll, Tax Preparation, Strategic Planning, Income Tax, Tax, Internal Controls, Bookkeeping, Business Strategy, Budgets, Auditing, Project Planning, Accounting, Start-ups, S Corporations, Tax Returns, Management, GAAP, Negotiation, Financial Reporting, Sarbanes-Oxley Act, Microsoft Excel, QuickBooks, Financial Analysis, General Ledger, Strategic Financial..., New Business Development, Investments, Business Planning, Entrepreneurship, Accounts Receivable, Leadership, Nonprofits, Accounts Payable, Real Estate, Project Management, Microsoft Office
Education
Florida State University - College of Business 1973 — 1978
BS, Accounting
Forest High and FSU
Crippen & Co - Certified Public Accountants 1987 - Present
Merrill Lynch February 1983 - September 1987
PwC July 1978 - February 1983
Skills
Public Speaking, Mergers & Acquisitions, Customer Service, Estate Planning, Managerial Finance, Team Building, CPA, Financial Accounting, Finance, Management Consulting, Retirement Planning, Small Business, Insurance, Payroll, Tax Preparation, Strategic Planning, Income Tax, Tax, Internal Controls, Bookkeeping, Business Strategy, Budgets, Auditing, Project Planning, Accounting, Start-ups, S Corporations, Tax Returns, Management, GAAP, Negotiation, Financial Reporting, Sarbanes-Oxley Act, Microsoft Excel, QuickBooks, Financial Analysis, General Ledger, Strategic Financial..., New Business Development, Investments, Business Planning, Entrepreneurship, Accounts Receivable, Leadership, Nonprofits, Accounts Payable, Real Estate, Project Management, Microsoft Office
Education
Florida State University - College of Business 1973 — 1978
BS, Accounting
Forest High and FSU
Joseph DeLaRosa, MBA Joseph DeLaRosa, MBA's Merrill Lynch Experience April 2002 - April 2003
Job Business Analyst at Fiserv
Industry Computer Software
Experience
Fiserv October 2014 - Present
BNY Mellon July 2013 - October 2014
Charles Schwab September 2011 - July 2013
Fidelity Investments July 2007 - August 2011
Wells Fargo Home Mortgage June 2005 - June 2007
PHH Mortgage April 2003 - May 2005
Merrill Lynch April 2002 - April 2003
Skills
Series 7, Series 63, Series 9/10, Investments, Risk Management, Strategic Planning, Finance, Financial Services
Education
University of North Florida - College of Business Administration 2009 — 2010
Masters, MBA
Florida State University - College of Business 2000 — 2002
Bachelors, Management Information Systems
Fiserv October 2014 - Present
BNY Mellon July 2013 - October 2014
Charles Schwab September 2011 - July 2013
Fidelity Investments July 2007 - August 2011
Wells Fargo Home Mortgage June 2005 - June 2007
PHH Mortgage April 2003 - May 2005
Merrill Lynch April 2002 - April 2003
Skills
Series 7, Series 63, Series 9/10, Investments, Risk Management, Strategic Planning, Finance, Financial Services
Education
University of North Florida - College of Business Administration 2009 — 2010
Masters, MBA
Florida State University - College of Business 2000 — 2002
Bachelors, Management Information Systems
Garrett Burke's Merrill Lynch Experience April 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Lockheed Martin June 2009 - April 2011
Sandler O'Neill June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Strategic Financial..., Proposal Writing, Private Equity, Asset Managment, Mergers, Risk Management, Strategic Planning, Finance, Corporate Finance, Investments, Business Development, Asset Allocation, Portfolio Management, Earned Value Management, Equities, New Business Development, Strategy, Management, Investment Banking, Mergers & Acquisitions, Due Diligence, Leadership, Asset Management, Budgets, Financial Markets, Analysis, Series 7, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 2006 — 2009
BA, Finance
Florida State University - College of Business 2005 — 2006
Finance
Merrill Lynch April 2011 - Present
Lockheed Martin June 2009 - April 2011
Sandler O'Neill June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Strategic Financial..., Proposal Writing, Private Equity, Asset Managment, Mergers, Risk Management, Strategic Planning, Finance, Corporate Finance, Investments, Business Development, Asset Allocation, Portfolio Management, Earned Value Management, Equities, New Business Development, Strategy, Management, Investment Banking, Mergers & Acquisitions, Due Diligence, Leadership, Asset Management, Budgets, Financial Markets, Analysis, Series 7, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 2006 — 2009
BA, Finance
Florida State University - College of Business 2005 — 2006
Finance
Kristie Lorette McCauley's Merrill Lynch Experience 1996 - 2001
Job The Wedding Planner Copywriter Doitforyou and DIY Web Copy Solutions for Wedding Planners
Industry Writing and Editing
Experience
Kristie Lorette McCauley May 2007 - Present
Historical Museum of Southern Florida April 2007 - May 2008
Freelance August 2006 - April 2007
P&P Title Services LLC September 2005 - August 2006
GRN Miami 2005 - 2006
Bayview Financial September 2004 - September 2005
Memories of a Lifetime Inc. May 2000 - September 2004
Merrill Lynch 1996 - 2001
Skills
Marketing, Copywriting, Public Relations, Event Planning, Social Networking, Small Business, Advertising, Social Media Marketing, Digital Marketing, Social Media, Marketing Strategy, Entrepreneurship, Online Marketing, Writing, Web Content, Email Marketing, Blogging, Newsletters, Marketing Communications, Non-profits, Editing, Content Strategy, Online Advertising, Press Releases, Event Management, New Business Development, Integrated Marketing, Content Development, Corporate Communications, Copy Editing, wedding planning, Fundraising
Education
Nova Southeastern University 1999 — 2001
Master, Business Administration
Florida State University - College of Business 1993 — 1996
BS, Marketing & Multinational Business
Kristie Lorette McCauley May 2007 - Present
Historical Museum of Southern Florida April 2007 - May 2008
Freelance August 2006 - April 2007
P&P Title Services LLC September 2005 - August 2006
GRN Miami 2005 - 2006
Bayview Financial September 2004 - September 2005
Memories of a Lifetime Inc. May 2000 - September 2004
Merrill Lynch 1996 - 2001
Skills
Marketing, Copywriting, Public Relations, Event Planning, Social Networking, Small Business, Advertising, Social Media Marketing, Digital Marketing, Social Media, Marketing Strategy, Entrepreneurship, Online Marketing, Writing, Web Content, Email Marketing, Blogging, Newsletters, Marketing Communications, Non-profits, Editing, Content Strategy, Online Advertising, Press Releases, Event Management, New Business Development, Integrated Marketing, Content Development, Corporate Communications, Copy Editing, wedding planning, Fundraising
Education
Nova Southeastern University 1999 — 2001
Master, Business Administration
Florida State University - College of Business 1993 — 1996
BS, Marketing & Multinational Business
Ray Rodgers's Merrill Lynch Experience January 2009 - July 2010
Job Loan Operations Analyst at OnDeck
Industry Financial Services
Experience
OnDeck July 2015 - Present
OnDeck October 2014 - Present
Citigroup February 2014 - October 2014
Florida State University January 2012 - July 2012
Florida State University June 2011 - July 2011
Merrill Lynch January 2009 - July 2010
Merrill Lynch October 2008 - January 2009
Skills
Research, Policy Analysis, Microsoft Office, PowerPoint, International Relations, Spanish, Economics, Market Research, Policy, Risk Management, Proposal Writing, Data Analysis, Analysis, Strategy, Marketing, Project Management, Project Planning, Community Outreach, Management, Public Speaking, Microsoft Excel
Education
Florida State University 2010 — 2013
Masters of Arts in International Affairs, Terrorism, Emergency Management
Florida State University 2010 — 2013
Masters of Planning Science, Developing Areas
Florida State University 2010 — 2011
Graduate Certificate, Emergency Management and Homeland Secuirty
University of Rhode Island 2004 — 2007
Bachelor of Arts (B.A.), Political Science and Government
OnDeck July 2015 - Present
OnDeck October 2014 - Present
Citigroup February 2014 - October 2014
Florida State University January 2012 - July 2012
Florida State University June 2011 - July 2011
Merrill Lynch January 2009 - July 2010
Merrill Lynch October 2008 - January 2009
Skills
Research, Policy Analysis, Microsoft Office, PowerPoint, International Relations, Spanish, Economics, Market Research, Policy, Risk Management, Proposal Writing, Data Analysis, Analysis, Strategy, Marketing, Project Management, Project Planning, Community Outreach, Management, Public Speaking, Microsoft Excel
Education
Florida State University 2010 — 2013
Masters of Arts in International Affairs, Terrorism, Emergency Management
Florida State University 2010 — 2013
Masters of Planning Science, Developing Areas
Florida State University 2010 — 2011
Graduate Certificate, Emergency Management and Homeland Secuirty
University of Rhode Island 2004 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Eric Fischer's Merrill Lynch Experience July 2011 - December 2011
Job Business Development Specialist
Industry Medical Devices
Experience
Zimmer Biomet June 2015 - Present
Biomet 3i May 2014 - Present
Morgan Stanley March 2013 - January 2014
BankUnited June 2012 - March 2013
Merrill Lynch July 2011 - December 2011
Skills
Management, Investment Banking, Investment Strategies, Analysis, Sales, Asset Allocation, Strategic Planning, Microsoft Office, Financial Risk, Corporate Finance, Leadership, Microsoft Excel, Financial Markets, Investments, Public Speaking, Financial Services, Social Networking
Education
Florida State University - College of Business 2008 — 2011
B.S., Finance
Zimmer Biomet June 2015 - Present
Biomet 3i May 2014 - Present
Morgan Stanley March 2013 - January 2014
BankUnited June 2012 - March 2013
Merrill Lynch July 2011 - December 2011
Skills
Management, Investment Banking, Investment Strategies, Analysis, Sales, Asset Allocation, Strategic Planning, Microsoft Office, Financial Risk, Corporate Finance, Leadership, Microsoft Excel, Financial Markets, Investments, Public Speaking, Financial Services, Social Networking
Education
Florida State University - College of Business 2008 — 2011
B.S., Finance
Sianna Soto Sianna Soto's Merrill Lynch Experience July 2015 - Present
Job Retirement & Benefit Plan Services Representative
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
LoGrasso Builders January 2009 - June 2015
Passion Parties by Sianna January 2012 - January 2015
Anthony L&S May 2006 - January 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Event Planning, Data Entry, PowerPoint, Outlook, Administrative..., Research, Time Management
Education
Florida State University 2001 — 2004
BS, Criminology
Montclair State University
Post-Grad, Legal Studies, General
Merrill Lynch July 2015 - Present
LoGrasso Builders January 2009 - June 2015
Passion Parties by Sianna January 2012 - January 2015
Anthony L&S May 2006 - January 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Event Planning, Data Entry, PowerPoint, Outlook, Administrative..., Research, Time Management
Education
Florida State University 2001 — 2004
BS, Criminology
Montclair State University
Post-Grad, Legal Studies, General
Paul Hudson's Merrill Lynch Experience March 1994 - February 1996
Job Managing Director at U.S. Trust
Industry Financial Services
Experience
U.S. Trust May 2012 - Present
Northern Trust February 1996 - May 2012
Merrill Lynch March 1994 - February 1996
Skills
Wealth Management, Portfolio Management, Management, Strategic Financial..., Investments, Leadership, Investment Advisory, Estate Planning, Philanthropy, High Net Worth..., Commercial Banking, Asset Allocation, Asset Managment, Wealth Management..., Fundraising, Commercial Mortgages, Real Estate, Trust Services, Series 7, Asset Management, Mutual Funds, Contract Negotiation, Investment Management, Trusts, Wealth, Retirement Planning, Financial Analysis, Investment Strategies, Alternative Investments, Securities, Financial Advisory, Equities, 401k, Private Banking, Financial Planners, Retirement, Estate Tax Planning, IRAs, Certified Financial..., Uniform Combined State..., Financial Planning
Education
Florida State University 1988 — 1992
Bachelor of Science (BS), Finance, General
Lemon Bay High School
U.S. Trust May 2012 - Present
Northern Trust February 1996 - May 2012
Merrill Lynch March 1994 - February 1996
Skills
Wealth Management, Portfolio Management, Management, Strategic Financial..., Investments, Leadership, Investment Advisory, Estate Planning, Philanthropy, High Net Worth..., Commercial Banking, Asset Allocation, Asset Managment, Wealth Management..., Fundraising, Commercial Mortgages, Real Estate, Trust Services, Series 7, Asset Management, Mutual Funds, Contract Negotiation, Investment Management, Trusts, Wealth, Retirement Planning, Financial Analysis, Investment Strategies, Alternative Investments, Securities, Financial Advisory, Equities, 401k, Private Banking, Financial Planners, Retirement, Estate Tax Planning, IRAs, Certified Financial..., Uniform Combined State..., Financial Planning
Education
Florida State University 1988 — 1992
Bachelor of Science (BS), Finance, General
Lemon Bay High School
Trace Shapiro's Merrill Lynch Experience July 2008 - September 2008
Job Vice President, US Trust Private Wealth Management
Industry Financial Services
Experience
U.S. Trust August 2015 - Present
Merrill Edge September 2014 - August 2015
Merrill Edge October 2011 - September 2014
Fidelity Investments September 2010 - October 2011
Scottrade September 2009 - June 2010
Merrill Lynch July 2008 - September 2008
ING June 2008 - August 2008
Skills
Investments, Customer Relations, Trading, Series 7, Series 63, Series 66, Retirement Planning, College Education..., Mutual Funds, Equities, Fixed Income, Cash Management, Wealth Management
Education
Florida State University 2005 — 2010
Bachelors, Finance, Real Estate
U.S. Trust August 2015 - Present
Merrill Edge September 2014 - August 2015
Merrill Edge October 2011 - September 2014
Fidelity Investments September 2010 - October 2011
Scottrade September 2009 - June 2010
Merrill Lynch July 2008 - September 2008
ING June 2008 - August 2008
Skills
Investments, Customer Relations, Trading, Series 7, Series 63, Series 66, Retirement Planning, College Education..., Mutual Funds, Equities, Fixed Income, Cash Management, Wealth Management
Education
Florida State University 2005 — 2010
Bachelors, Finance, Real Estate
Steven Cere's Merrill Lynch Experience March 2012 - September 2013
Job Financial Advisor at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow September 2013 - Present
Merrill Lynch March 2012 - September 2013
Redic Construction 2004 - 2012
Austin Construction April 2000 - June 2005
Skills
401k Rollovers, Account Management, Brokerage, Business Strategy, Contract Negotiation, Customer Service, Finance, Fixed Income, Human Resources, Insurance, Investment Properties, Investment Strategies, Investments, Leadership, Management, Marketing, Options, Real Estate, Retirement Planning, Sales, Series 7, Special Needs Trusts, Strategic Financial..., Strategic Planning, Strategy, Term Life Insurance, Wealth Management
Education
Chipola Junior College
BusinessAAAssociates
Florida State University
marketing, economics, and business management
Florida State University - College of Business
BB&T Scott & Stringfellow September 2013 - Present
Merrill Lynch March 2012 - September 2013
Redic Construction 2004 - 2012
Austin Construction April 2000 - June 2005
Skills
401k Rollovers, Account Management, Brokerage, Business Strategy, Contract Negotiation, Customer Service, Finance, Fixed Income, Human Resources, Insurance, Investment Properties, Investment Strategies, Investments, Leadership, Management, Marketing, Options, Real Estate, Retirement Planning, Sales, Series 7, Special Needs Trusts, Strategic Financial..., Strategic Planning, Strategy, Term Life Insurance, Wealth Management
Education
Chipola Junior College
BusinessAAAssociates
Florida State University
marketing, economics, and business management
Florida State University - College of Business
Paul Dellaquila, CIMA®, CAIA Paul Dellaquila, CIMA®, CAIA's Merrill Lynch Experience March 2007 - May 2008
Job Investment Management Consultant at BlackRock
Industry Financial Services
Experience
BlackRock July 2012 - Present
BlackRock June 2008 - July 2012
Merrill Lynch March 2007 - May 2008
SEI January 2002 - March 2007
Sands Brothers May 2001 - January 2002
Skills
ETFs, Asset Managment, Portfolio Management, Series 7, Investment Management, Sales, Financial Advisory, Asset Allocation, Sales Management, Sales Presentations, Mutual Funds, Wealth Management, New Business Development, Business Development, Relationship Management, Investments, Series 63, Investment Strategies, Investment Advisory, Series 65, Wealth Management..., Series 24, Business Strategy, Securities, Capital Markets, Alternative Investments, Hedge Funds, Financial Services, Certified Investment...
Education
Saint Joseph's University 2004 — 2006
MBA, Finance
Florida State University - College of Business 1997 — 2001
Bachelor of Science, Finance and Marketing
BlackRock July 2012 - Present
BlackRock June 2008 - July 2012
Merrill Lynch March 2007 - May 2008
SEI January 2002 - March 2007
Sands Brothers May 2001 - January 2002
Skills
ETFs, Asset Managment, Portfolio Management, Series 7, Investment Management, Sales, Financial Advisory, Asset Allocation, Sales Management, Sales Presentations, Mutual Funds, Wealth Management, New Business Development, Business Development, Relationship Management, Investments, Series 63, Investment Strategies, Investment Advisory, Series 65, Wealth Management..., Series 24, Business Strategy, Securities, Capital Markets, Alternative Investments, Hedge Funds, Financial Services, Certified Investment...
Education
Saint Joseph's University 2004 — 2006
MBA, Finance
Florida State University - College of Business 1997 — 2001
Bachelor of Science, Finance and Marketing
Stuart Santos's Merrill Lynch Experience May 2013 - Present
Job Client Service Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
U.S. Department of Homeland Security October 2011 - May 2013
Skills
Microsoft Office, Microsoft Word, Customer Service, Process Improvement, Research, Financial Analysis, Risk Management, Analysis, Finance, Portfolio Management, Series 7
Education
Florida State University 2009 — 2010
Master of Science (M.S.), Criminology
Florida State University 2005 — 2009
Bachelor's degree, Criminology
Merrill Lynch May 2013 - Present
U.S. Department of Homeland Security October 2011 - May 2013
Skills
Microsoft Office, Microsoft Word, Customer Service, Process Improvement, Research, Financial Analysis, Risk Management, Analysis, Finance, Portfolio Management, Series 7
Education
Florida State University 2009 — 2010
Master of Science (M.S.), Criminology
Florida State University 2005 — 2009
Bachelor's degree, Criminology
Max Levine's Merrill Lynch Experience January 2008 - December 2009
Job Vice President, Deputy AML Compliance Officer at Pershing Advisor Solutions LLC
Industry Financial Services
Experience
Pershing Advisor Solutions LLC, a BNY Mellon company December 2009 - Present
Merrill Lynch January 2008 - December 2009
Merrill Lynch September 2006 - December 2007
Merrill Lynch May 2005 - September 2006
Skills
Series 7, Series 24, Series 63, CAMS
Education
Florida State University 2000 — 2005
BA, Finance and Marketing
Pershing Advisor Solutions LLC, a BNY Mellon company December 2009 - Present
Merrill Lynch January 2008 - December 2009
Merrill Lynch September 2006 - December 2007
Merrill Lynch May 2005 - September 2006
Skills
Series 7, Series 24, Series 63, CAMS
Education
Florida State University 2000 — 2005
BA, Finance and Marketing
Randy Alves's Merrill Lynch Experience August 2014 - Present
Job GWIM Senior Operations Representative at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Florida State University March 2013 - April 2014
Inter-Fraternity Council 2012 - 2013
Skills
Public Speaking, Community Service, Finance, Customer Service, Microsoft Office, Microsoft Excel, Sales Management, Time Management, Leadership, Teamwork, Event Planning, Sales, Social Media, Social Media Marketing, Social Networking
Education
Florida State University 2010 — 2014
Bachelor's degree, Political Science and Criminal Justice
Merrill Lynch August 2014 - Present
Florida State University March 2013 - April 2014
Inter-Fraternity Council 2012 - 2013
Skills
Public Speaking, Community Service, Finance, Customer Service, Microsoft Office, Microsoft Excel, Sales Management, Time Management, Leadership, Teamwork, Event Planning, Sales, Social Media, Social Media Marketing, Social Networking
Education
Florida State University 2010 — 2014
Bachelor's degree, Political Science and Criminal Justice
J.D. Pellecchia, CFP®, CIMA® J.D. Pellecchia, CFP®, CIMA®'s Merrill Lynch Experience June 2000 - February 2006
Job President, Pellecchia Financial Services
Industry Investment Management
Experience
Pellecchia Financial Services March 2007 - Present
Bank of America Private Bank February 2006 - March 2007
Merrill Lynch June 2000 - February 2006
Dolphin Capital Management December 1998 - June 2000
FBR 1997 - 1999
United States Marine Corps 1989 - 1997
Skills
Certified Financial..., Ceritified Investment..., Life Planning, Financial Planning, Wealth Manager, Asset Management, Investments, Insurance, Retirement Planning, Education Planning, Financial Planners
Education
Georgetown University - The McDonough School of Business 1995 — 1997
MBA, International Business
Marine Corps University 1989 — 1997
Officer of Marines, Naval Aviation
Florida State University - College of Business 1984 — 1989
Bachelor of Science, Accounting and Finance
Charlotte High School 1980 — 1984
Pellecchia Financial Services March 2007 - Present
Bank of America Private Bank February 2006 - March 2007
Merrill Lynch June 2000 - February 2006
Dolphin Capital Management December 1998 - June 2000
FBR 1997 - 1999
United States Marine Corps 1989 - 1997
Skills
Certified Financial..., Ceritified Investment..., Life Planning, Financial Planning, Wealth Manager, Asset Management, Investments, Insurance, Retirement Planning, Education Planning, Financial Planners
Education
Georgetown University - The McDonough School of Business 1995 — 1997
MBA, International Business
Marine Corps University 1989 — 1997
Officer of Marines, Naval Aviation
Florida State University - College of Business 1984 — 1989
Bachelor of Science, Accounting and Finance
Charlotte High School 1980 — 1984
Nadine Wilkes, CFP Nadine Wilkes, CFP's Merrill Lynch Experience October 1982 - April 1989
Job Managing Partner, Weinstein Wilkes Financial Group, LLC
Industry Financial Services
Experience
Weinstein Wilkes Financial Group, LLC. August 2008 - Present
UBS April 1989 - July 2008
Merrill Lynch October 1982 - April 1989
Skills
Retirement Planning, Investments, Asset Allocation, Financial Advisory, Estate Planning, Portfolio Management, Securities, Finance, Wealth Management, Wealth Management..., Retirement, Certified Financial..., Mutual Funds, Investment Advisory, IRAs, Public Speaking, Team Building, Financial Goals, Risk Management, Series 7, Investment Strategies, Uniform Combined State..., Management, Leadership, Insurance, Series 63, Financial Modeling, ETFs, Series 65, Alternative Investments, Wealth, Investment Management
Education
Florida State University 1978 — 1980
Bachelor of Science, Marketing
Polk Community College 1977 — 1979
Associate of Arts, Business
Weinstein Wilkes Financial Group, LLC. August 2008 - Present
UBS April 1989 - July 2008
Merrill Lynch October 1982 - April 1989
Skills
Retirement Planning, Investments, Asset Allocation, Financial Advisory, Estate Planning, Portfolio Management, Securities, Finance, Wealth Management, Wealth Management..., Retirement, Certified Financial..., Mutual Funds, Investment Advisory, IRAs, Public Speaking, Team Building, Financial Goals, Risk Management, Series 7, Investment Strategies, Uniform Combined State..., Management, Leadership, Insurance, Series 63, Financial Modeling, ETFs, Series 65, Alternative Investments, Wealth, Investment Management
Education
Florida State University 1978 — 1980
Bachelor of Science, Marketing
Polk Community College 1977 — 1979
Associate of Arts, Business
Leslie Tumbling's Merrill Lynch Experience January 2013 - August 2014
Job Experienced in Financial Services
Industry Investment Banking
Experience
Merrill Lynch January 2013 - August 2014
Merrill Lynch July 2010 - December 2011
Merrill Lynch May 2007 - December 2011
Merrill Lynch May 2007 - January 2008
Office of Technology and Integration October 2004 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, APL, Sessions, Tracqs, PACE, Analysis, Account Reconciliation, Budgets, Process Improvement, Bank Reconciliation, Team Leadership, Spreadsheets, Teamwork, Communication, Banking, Financial Statements
Education
Nova Southeastern University 2011 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Florida State University 2002 — 2007
Bachelor's degree, Fashion Merchandising
Merrill Lynch January 2013 - August 2014
Merrill Lynch July 2010 - December 2011
Merrill Lynch May 2007 - December 2011
Merrill Lynch May 2007 - January 2008
Office of Technology and Integration October 2004 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, APL, Sessions, Tracqs, PACE, Analysis, Account Reconciliation, Budgets, Process Improvement, Bank Reconciliation, Team Leadership, Spreadsheets, Teamwork, Communication, Banking, Financial Statements
Education
Nova Southeastern University 2011 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Florida State University 2002 — 2007
Bachelor's degree, Fashion Merchandising
Chandra Boley Chandra Boley's Merrill Lynch Experience July 2006 - May 2014
Job Back in school to become a Medical Lab Scientist!
Industry Hospital & Health Care
Experience
Merrill Lynch July 2006 - May 2014
Skills
Uniform Combined State..., Mutual Funds, Wealth Management, Series 7, Series 63, FINRA, Series 6, ERISA, Asset Management, Series 24, Fixed Income, Bloomberg, Securities, Investment Advisory, Defined Contribution, Banking, Investments, Financial Advisory, Financial Analysis, Customer Service, Hedge Funds, Equities, Investment Strategies, Options, Bonds, Financial Services, Alternative Investments, Employee Benefits, Asset Allocation, ETFs, 401k, Portfolio Management, Retirement, Retirement Planning, Defined Benefit, Process Improvement, Relationship Management, Pensions, Investment Management, Fixed Annuities, Risk Management, Management
Education
University of North Florida 2014 — 2016
Medical Laboratory Science
FSCJ 2011 — 2014
Prerequisites, A
Florida State University - College of Business 2000 — 2004
Bachelor’s Degree, Finance
International Baccalaureate 1996 — 2000
High School, IB diploma
Merrill Lynch July 2006 - May 2014
Skills
Uniform Combined State..., Mutual Funds, Wealth Management, Series 7, Series 63, FINRA, Series 6, ERISA, Asset Management, Series 24, Fixed Income, Bloomberg, Securities, Investment Advisory, Defined Contribution, Banking, Investments, Financial Advisory, Financial Analysis, Customer Service, Hedge Funds, Equities, Investment Strategies, Options, Bonds, Financial Services, Alternative Investments, Employee Benefits, Asset Allocation, ETFs, 401k, Portfolio Management, Retirement, Retirement Planning, Defined Benefit, Process Improvement, Relationship Management, Pensions, Investment Management, Fixed Annuities, Risk Management, Management
Education
University of North Florida 2014 — 2016
Medical Laboratory Science
FSCJ 2011 — 2014
Prerequisites, A
Florida State University - College of Business 2000 — 2004
Bachelor’s Degree, Finance
International Baccalaureate 1996 — 2000
High School, IB diploma
Tess Koncick Tess Koncick's Merrill Lynch Experience 1990 - 2002
Job Mitchell Place, LLC Consultants
Industry Nonprofit Organization Management
Experience
Mitchell Place, LLC October 2008 - Present
The John and Mable Ringling Museum of Art 2002 - 2008
Seton Hall University September 2002 - May 2004
Merrill Lynch 1990 - 2002
U.S. Securities and Exchange Commission 1985 - 1990
Skills
Executive Management, Strategic Planning, Nonprofits, Securities, Public Speaking, Fundraising, Capital Markets, Research, Equities, Community Outreach, Volunteer Management, Museum Collections, Museums, Art, Museum Education, Program Development, Public Relations, History, Grant Writing, Leadership, Writing, Management, Internal Controls, Internal & External...
Education
Seton Hall University 2000 — 2004
Master of Arts (M.A.), Museum Professions
Georgetown University Law Center 1984 — 1986
Master of Laws (LL.M.), Securities Regulation
Antioch School of Law (now David A. Clark School of Law) 1980 — 1983
Doctor of Law (JD), Law
Georgetown University 1975 — 1979
BSFS, International Relations
Florida State University 2008 — 2011
American History (United States)
Mitchell Place, LLC October 2008 - Present
The John and Mable Ringling Museum of Art 2002 - 2008
Seton Hall University September 2002 - May 2004
Merrill Lynch 1990 - 2002
U.S. Securities and Exchange Commission 1985 - 1990
Skills
Executive Management, Strategic Planning, Nonprofits, Securities, Public Speaking, Fundraising, Capital Markets, Research, Equities, Community Outreach, Volunteer Management, Museum Collections, Museums, Art, Museum Education, Program Development, Public Relations, History, Grant Writing, Leadership, Writing, Management, Internal Controls, Internal & External...
Education
Seton Hall University 2000 — 2004
Master of Arts (M.A.), Museum Professions
Georgetown University Law Center 1984 — 1986
Master of Laws (LL.M.), Securities Regulation
Antioch School of Law (now David A. Clark School of Law) 1980 — 1983
Doctor of Law (JD), Law
Georgetown University 1975 — 1979
BSFS, International Relations
Florida State University 2008 — 2011
American History (United States)
Michael Cohan's Merrill Lynch Experience April 2013 - Present
Job Client Relationship Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Merrill Lynch September 2011 - April 2013
Merrill Lynch December 2006 - September 2011
Merrill Lynch April 2002 - December 2006
Skills
Management, CRM, Sales Management, Investments, Financial Services, Portfolio Management, Wealth Management, Banking, Relationship Management, Retirement Planning, Series 7, Uniform Combined State..., Series 9, Series 10
Education
Florida State University 1997 — 2001
Bachelor's Degree, Finance, General
Florida State University 1997 — 2001
Bachelor's Degree, Management Information Systems, General
Merrill Lynch April 2013 - Present
Merrill Lynch September 2011 - April 2013
Merrill Lynch December 2006 - September 2011
Merrill Lynch April 2002 - December 2006
Skills
Management, CRM, Sales Management, Investments, Financial Services, Portfolio Management, Wealth Management, Banking, Relationship Management, Retirement Planning, Series 7, Uniform Combined State..., Series 9, Series 10
Education
Florida State University 1997 — 2001
Bachelor's Degree, Finance, General
Florida State University 1997 — 2001
Bachelor's Degree, Management Information Systems, General
Ryan Hedgecock's Merrill Lynch Experience May 2014 - July 2014
Job Head Bookkeeper at Ron Winn, CPA
Industry Accounting
Experience
Ron Winn, CPA May 2015 - Present
Merrill Lynch May 2014 - July 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, PowerPoint, Time Management, QuickBooks, Teamwork, Financial Analysis, Finance
Education
Florida State University 2010 — 2015
Bachelor of Science Degree in Accounting & Finance
Ron Winn, CPA May 2015 - Present
Merrill Lynch May 2014 - July 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, PowerPoint, Time Management, QuickBooks, Teamwork, Financial Analysis, Finance
Education
Florida State University 2010 — 2015
Bachelor of Science Degree in Accounting & Finance
MONICA MCALPINE's Merrill Lynch Experience January 2008 - March 2015
Job Real Estate Consultant with Keller Williams Atlantic Partners
Industry Real Estate
Experience
Keller Williams Realty Atlantic Partners April 2015 - Present
Merrill Lynch January 2008 - March 2015
American Laser Centers January 2007 - January 2008
Prudential Network Realty June 2006 - March 2007
Enterprise Rent-A-Car August 2004 - January 2006
Skills
Series 7, Series 66, Microsoft Office, Inside Sales, Direct Sales, IRAs, ETFs, Investments, Strategic Financial..., Portfolio Management, Asset Management, 401k Rollovers, Investment Strategies, Securities, Financial Advisory, Retirement, Mutual Funds, Relationship Management, Equities, Real Estate, Customer Service, Investment Management, Bonds, Investment Advisory, Retirement Planning, Marketing, Fixed Income, Wealth Management, Uniform Combined State..., Asset Allocation, FINRA, Financial Planning
Education
Florida State University 2000 — 2004
Bachelor of Science (B.S.), Marketing
Keller Williams Realty Atlantic Partners April 2015 - Present
Merrill Lynch January 2008 - March 2015
American Laser Centers January 2007 - January 2008
Prudential Network Realty June 2006 - March 2007
Enterprise Rent-A-Car August 2004 - January 2006
Skills
Series 7, Series 66, Microsoft Office, Inside Sales, Direct Sales, IRAs, ETFs, Investments, Strategic Financial..., Portfolio Management, Asset Management, 401k Rollovers, Investment Strategies, Securities, Financial Advisory, Retirement, Mutual Funds, Relationship Management, Equities, Real Estate, Customer Service, Investment Management, Bonds, Investment Advisory, Retirement Planning, Marketing, Fixed Income, Wealth Management, Uniform Combined State..., Asset Allocation, FINRA, Financial Planning
Education
Florida State University 2000 — 2004
Bachelor of Science (B.S.), Marketing
Daniel Erick's Merrill Lynch Experience January 2012 - April 2012
Job Product Management Analyst at HomeDepot.com
Industry Internet
Experience
HomeDepot.com October 2014 - Present
RaceTrac Petroleum March 2013 - September 2014
Walt Disney World June 2012 - January 2013
Merrill Lynch January 2012 - April 2012
Skills
Data Analysis, Web Analytics, Business Strategy, Product Management, Statistics, Basic HTML, CSS
Education
Florida State University - College of Business 2008 — 2012
BS, Finance
West Orange High School 2004 — 2008
HomeDepot.com October 2014 - Present
RaceTrac Petroleum March 2013 - September 2014
Walt Disney World June 2012 - January 2013
Merrill Lynch January 2012 - April 2012
Skills
Data Analysis, Web Analytics, Business Strategy, Product Management, Statistics, Basic HTML, CSS
Education
Florida State University - College of Business 2008 — 2012
BS, Finance
West Orange High School 2004 — 2008
Shaun Curran's Merrill Lynch Experience September 2004 - May 2005
Job Sr. Technical Recruiter Strategic Accounts Group
Industry Staffing and Recruiting
Experience
Allstates Technical Services 2012 - Present
Apex Systems July 2011 - March 2012
Johnson Service Group, Inc. September 2007 - July 2011
Aerotek May 2005 - July 2007
Merrill Lynch September 2004 - May 2005
The Southwestern Company May 2003 - September 2003
Skills
Technical Recruiting, Recruiting, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Contract Recruitment, Account Management, Sourcing, Vendor Management, Cold Calling, Process Improvement, Onboarding, Human Resources, Temporary Placement, PeopleSoft, Screening, Screening Resumes, Training, Management, Personnel Management
Education
Florida State University 1999 — 2004
Bachelor of Arts (B.A.)
Bishop Kenny
Allstates Technical Services 2012 - Present
Apex Systems July 2011 - March 2012
Johnson Service Group, Inc. September 2007 - July 2011
Aerotek May 2005 - July 2007
Merrill Lynch September 2004 - May 2005
The Southwestern Company May 2003 - September 2003
Skills
Technical Recruiting, Recruiting, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Contract Recruitment, Account Management, Sourcing, Vendor Management, Cold Calling, Process Improvement, Onboarding, Human Resources, Temporary Placement, PeopleSoft, Screening, Screening Resumes, Training, Management, Personnel Management
Education
Florida State University 1999 — 2004
Bachelor of Arts (B.A.)
Bishop Kenny
Tony Guerra's Merrill Lynch Experience June 2015 - Present
Job at
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Northwestern Mutual January 2014 - June 2015
Skills
Retirement Planning, Strategic Financial..., Life Insurance, Fixed Annuities, Mutual Funds, Disability Insurance, Long Term Care Insurance, Securities, Time Management, Financial Planning, Customer Service, Microsoft Word, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Leadership
Education
Florida State University 2010 — 2014
Bachelor of Science (BS), Finance
Florida State University 2010 — 2014
Bachelor of Arts (BA), Economics
Merrill Lynch June 2015 - Present
Northwestern Mutual January 2014 - June 2015
Skills
Retirement Planning, Strategic Financial..., Life Insurance, Fixed Annuities, Mutual Funds, Disability Insurance, Long Term Care Insurance, Securities, Time Management, Financial Planning, Customer Service, Microsoft Word, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Leadership
Education
Florida State University 2010 — 2014
Bachelor of Science (BS), Finance
Florida State University 2010 — 2014
Bachelor of Arts (BA), Economics
Rhiannon (Hildebrand) Powell Rhiannon (Hildebrand) Powell's Merrill Lynch Experience May 2001 - August 2002
Job Assistant Nurse Manager of Emergency Department at St. Vincent's HealthCare
Industry Hospital & Health Care
Experience
St. Vincent's HealthCare September 2013 - Present
St. Vincent's HealthCare March 2009 - Present
St. Vincent's HealthCare December 2003 - September 2013
Baptist Health September 2008 - June 2011
Merrill Lynch May 2001 - August 2002
Skills
Emergency Nursing, Nursing Management, Emergency Room, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Outlook, Research, Windows, Public Speaking, Teaching, English, ACLS, BLS, Acute Care, Inpatient, Telemetry, Patient Safety, PALS, Cerner, IV, EKG, Emergency Medicine, Nursing
Education
University of Alabama 2012 — 2014
Master's degree, Clinical Nurse Leader
Florida State University
Bachelor of Science (BS), Registered Nursing/Registered Nurse
University of Florida
Bachelor of Business Administration (BBA), Business Administration and Management, General
St. Vincent's HealthCare September 2013 - Present
St. Vincent's HealthCare March 2009 - Present
St. Vincent's HealthCare December 2003 - September 2013
Baptist Health September 2008 - June 2011
Merrill Lynch May 2001 - August 2002
Skills
Emergency Nursing, Nursing Management, Emergency Room, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Outlook, Research, Windows, Public Speaking, Teaching, English, ACLS, BLS, Acute Care, Inpatient, Telemetry, Patient Safety, PALS, Cerner, IV, EKG, Emergency Medicine, Nursing
Education
University of Alabama 2012 — 2014
Master's degree, Clinical Nurse Leader
Florida State University
Bachelor of Science (BS), Registered Nursing/Registered Nurse
University of Florida
Bachelor of Business Administration (BBA), Business Administration and Management, General
Rosemary Susie Lourcey's Merrill Lynch Experience January 1966 - June 1968
Job Executive Assistant at KEITH L. MILBERGERPROVEN CONCEPTS, INC.
Industry Oil & Energy
Experience
KEITH L. MILBERGER-PROVEN CONCEPTS, INC. October 2007 - Present
Aura Magazine and The Longhorn Scene January 1992 - December 1998
Merrill Lynch January 1966 - June 1968
MCGOWAN,GODFREY,LOGAN & DECKER, LAW FIRM May 1965 - January 1966
Skills
Gas, Budgets, Microsoft Office, Customer Service, Public Relations, Microsoft Word, Petroleum, SAP, Marketing, Outlook, Natural Gas, PowerPoint, Negotiation, Energy Industry, Social Media, Project Management, Microsoft Excel, Administrative..., Strategic Planning, Analysis, Contract Management, Contract Negotiation, Public Speaking
Education
Florida State University
Journalism
KEITH L. MILBERGER-PROVEN CONCEPTS, INC. October 2007 - Present
Aura Magazine and The Longhorn Scene January 1992 - December 1998
Merrill Lynch January 1966 - June 1968
MCGOWAN,GODFREY,LOGAN & DECKER, LAW FIRM May 1965 - January 1966
Skills
Gas, Budgets, Microsoft Office, Customer Service, Public Relations, Microsoft Word, Petroleum, SAP, Marketing, Outlook, Natural Gas, PowerPoint, Negotiation, Energy Industry, Social Media, Project Management, Microsoft Excel, Administrative..., Strategic Planning, Analysis, Contract Management, Contract Negotiation, Public Speaking
Education
Florida State University
Journalism
Kyle Griffith's Merrill Lynch Experience May 2011 - August 2012
Job Vice President of the Alpha Tau Omega Fraternity
Industry Financial Services
Experience
Florida State University November 2011 - Present
U.S. District Court June 2012 - August 2012
Merrill Lynch May 2011 - August 2012
Education
Florida State University 2010 — 2014
Palm Harbor University High School 2006 — 2010
GED and IB Diploma
Florida State University November 2011 - Present
U.S. District Court June 2012 - August 2012
Merrill Lynch May 2011 - August 2012
Education
Florida State University 2010 — 2014
Palm Harbor University High School 2006 — 2010
GED and IB Diploma
Kate Barnaby's Merrill Lynch Experience May 2003 - August 2008
Job Senior Financial Analyst at SAE Institute
Industry Education Management
Experience
SAE Institute July 2015 - Present
SAE Institute March 2014 - July 2015
Liberty Medical Supply December 2012 - April 2014
Liberty Medical Supply May 2011 - December 2012
The United Way of the Big Bend January 2011 - April 2011
Northwestern Mutual May 2010 - August 2010
Merrill Lynch May 2003 - August 2008
Skills
Microsoft Excel, Financial Analysis, Business Planning, Hyperion Planning, Analysis, Finance, Mergers & Acquisitions, Data Analysis, Process Improvement, Access, Hyperion Reports, PowerPoint, Program Management, Operations Management, Microsoft Office, Microsoft SQL Server, Forecasting, Outlook, Microsoft Word, Financial Modeling, Business Analysis, Strategic Financial..., Customer Service, Financial Reporting, Visio, Healthcare, Leadership, Cross-functional Team..., Analytics, Vendor Management, Business Process..., Business Intelligence, Excel, Word, Team Building, Sales, Budgets, Marketing Strategy, Software Documentation, Management, Risk Management, Project Management, Databases, Team Leadership, Strategic Planning, Salesforce.com, Call Centers, Hyperion HFM
Education
Florida State University - College of Business 2007 — 2011
Bachelor of Science, Finance
SAE Institute July 2015 - Present
SAE Institute March 2014 - July 2015
Liberty Medical Supply December 2012 - April 2014
Liberty Medical Supply May 2011 - December 2012
The United Way of the Big Bend January 2011 - April 2011
Northwestern Mutual May 2010 - August 2010
Merrill Lynch May 2003 - August 2008
Skills
Microsoft Excel, Financial Analysis, Business Planning, Hyperion Planning, Analysis, Finance, Mergers & Acquisitions, Data Analysis, Process Improvement, Access, Hyperion Reports, PowerPoint, Program Management, Operations Management, Microsoft Office, Microsoft SQL Server, Forecasting, Outlook, Microsoft Word, Financial Modeling, Business Analysis, Strategic Financial..., Customer Service, Financial Reporting, Visio, Healthcare, Leadership, Cross-functional Team..., Analytics, Vendor Management, Business Process..., Business Intelligence, Excel, Word, Team Building, Sales, Budgets, Marketing Strategy, Software Documentation, Management, Risk Management, Project Management, Databases, Team Leadership, Strategic Planning, Salesforce.com, Call Centers, Hyperion HFM
Education
Florida State University - College of Business 2007 — 2011
Bachelor of Science, Finance
Erik Hellquist Erik Hellquist's Merrill Lynch Experience May 2012 - July 2012
Job Senior Financial Analyst at Caesars Entertainment
Industry Gambling & Casinos
Experience
Caesars Interactive Entertainment Inc. July 2014 - Present
Avondale Partners January 2014 - April 2014
Merrill Lynch May 2012 - July 2012
Skills
PowerPoint, Social Media, Microsoft Excel, Event Planning, Customer Service, Public Speaking, Social Networking, Visual Basic, Microsoft Office, Microsoft Word, Entrepreneurship, Fashion, Financial Analysis, Finance, Equity Research
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Masters of Finance
Florida State University - College of Business 2009 — 2013
Bachelor of Science (BS) Accounting, Bachelor of Science (BS) Finance
Caesars Interactive Entertainment Inc. July 2014 - Present
Avondale Partners January 2014 - April 2014
Merrill Lynch May 2012 - July 2012
Skills
PowerPoint, Social Media, Microsoft Excel, Event Planning, Customer Service, Public Speaking, Social Networking, Visual Basic, Microsoft Office, Microsoft Word, Entrepreneurship, Fashion, Financial Analysis, Finance, Equity Research
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Masters of Finance
Florida State University - College of Business 2009 — 2013
Bachelor of Science (BS) Accounting, Bachelor of Science (BS) Finance
Sarah Loudon's Merrill Lynch Experience January 2011 - April 2011
Job Director of Marketing
Industry Commercial Real Estate
Experience
Accordia Realty Ventures March 2012 - Present
Financial Technologies Forum June 2011 - December 2011
Merrill Lynch January 2011 - April 2011
Skills
Microsoft Office, Microsoft Excel, QuickBooks, Social Media, Yardi Property...
Education
Florida State University 2007 — 2011
BS, Business Management
Accordia Realty Ventures March 2012 - Present
Financial Technologies Forum June 2011 - December 2011
Merrill Lynch January 2011 - April 2011
Skills
Microsoft Office, Microsoft Excel, QuickBooks, Social Media, Yardi Property...
Education
Florida State University 2007 — 2011
BS, Business Management
Brady Squires's Merrill Lynch Experience August 2004 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
Merrill Lynch August 2004 - Present
Skills
Retirement Planning, Estate Planning, Charitable Giving, Investment Strategies, Asset Protection, Savings, Insurance, Retirement, Financial Planning, Wealth Management, Trusts, Annuities, Long Term Care, Pensions, Insurance Planning, Wealth, Investments, Financial Advice, IRA's, Income Protection, Wealth Accumulation, Wealth Transfer, Roth IRA, 401k Rollovers, Retirement Income..., Retirement Solutions, High Net Worth..., Asset Allocation, Long-term Care, Wealth Preservation, 401k, Charitable Giving..., Financial Advisory, Personal Finance, Term Life Insurance, Deferred Compensation, Mutual Funds, 529 Plans, Comprehensive Wealth..., Private Wealth..., Inheritance Tax Planning, Series 66, Annuity, Fixed Annuities, Series 7, Universal Life, Alternative Investments, Defined Benefit, Profit Sharing, ETFs
Education
Florida State University - College of Business 2001 — 2003
BS, Finance, Marketing
Tallahassee Community College 1999 — 2001
North Florida Community College 1997 — 1999
Madison County High School
Merrill Lynch August 2004 - Present
Skills
Retirement Planning, Estate Planning, Charitable Giving, Investment Strategies, Asset Protection, Savings, Insurance, Retirement, Financial Planning, Wealth Management, Trusts, Annuities, Long Term Care, Pensions, Insurance Planning, Wealth, Investments, Financial Advice, IRA's, Income Protection, Wealth Accumulation, Wealth Transfer, Roth IRA, 401k Rollovers, Retirement Income..., Retirement Solutions, High Net Worth..., Asset Allocation, Long-term Care, Wealth Preservation, 401k, Charitable Giving..., Financial Advisory, Personal Finance, Term Life Insurance, Deferred Compensation, Mutual Funds, 529 Plans, Comprehensive Wealth..., Private Wealth..., Inheritance Tax Planning, Series 66, Annuity, Fixed Annuities, Series 7, Universal Life, Alternative Investments, Defined Benefit, Profit Sharing, ETFs
Education
Florida State University - College of Business 2001 — 2003
BS, Finance, Marketing
Tallahassee Community College 1999 — 2001
North Florida Community College 1997 — 1999
Madison County High School
Patrick Lester's Merrill Lynch Experience June 2013 - Present
Job Senior Operations Rep at Merrill Lynch
Industry Consumer Services
Experience
Merrill Lynch June 2013 - Present
Merrill Lynch March 2012 - June 2013
Scotts Lawn Service 2011 - 2011
Skills
Microsoft Office, Customer Service, Social Networking, Social Media, PowerPoint, Microsoft Word, Management, Access, Microsoft Excel, Event Management, Event Planning, Marketing Strategy, Outlook, Public Speaking, Data Analysis, Time Management, Facebook, Marketing, Leadership, Budgets, Sales, Account Management, Financial Analysis, Teamwork, Insurance, Research
Education
Florida State University 2005 — 2010
Bachelor of Science (B.S.), Biology, General
Merrill Lynch June 2013 - Present
Merrill Lynch March 2012 - June 2013
Scotts Lawn Service 2011 - 2011
Skills
Microsoft Office, Customer Service, Social Networking, Social Media, PowerPoint, Microsoft Word, Management, Access, Microsoft Excel, Event Management, Event Planning, Marketing Strategy, Outlook, Public Speaking, Data Analysis, Time Management, Facebook, Marketing, Leadership, Budgets, Sales, Account Management, Financial Analysis, Teamwork, Insurance, Research
Education
Florida State University 2005 — 2010
Bachelor of Science (B.S.), Biology, General
Matt Haust Matt Haust's Merrill Lynch Experience 1999 - 2002
Job Group Finance Director Morrie's Automotive Group
Industry Automotive
Experience
Morrie's Automotive Group January 2010 - Present
Morrie's Luxury Auto, Bentley Minneapolis, Maserati of Minneapolis January 2010 - June 2014
JM Family Enterprises 2008 - 2010
Stewart Management Group 2003 - 2008
Merrill Lynch 1999 - 2002
Skills
Inventory Management, Purchasing, Sales Management, Sales, Customer Service, Advertising, Online Advertising, Automotive, Operations Management, Continuous Improvement, Team Building, Strategic Planning, Automotive Aftermarket, Profit, Vehicles, Parts, Customer Satisfaction, Automobile, Sales Process, Dealers, Management, Finance, Marketing, Marketing Strategy, B2B, Customer Retention, Training, Account Management, Forecasting, Dealer Management, Sales Operations, Selling, Pricing, Reynolds, Gross Profit, Retail, Negotiation, Business Planning, New Business Development, Time Management, Warranty, Human Resources
Education
University of South Florida - College of Business Administration 1996 — 1999
Bachelor's degree, Marketing
Florida State University 1993 — 1996
Morrie's Automotive Group January 2010 - Present
Morrie's Luxury Auto, Bentley Minneapolis, Maserati of Minneapolis January 2010 - June 2014
JM Family Enterprises 2008 - 2010
Stewart Management Group 2003 - 2008
Merrill Lynch 1999 - 2002
Skills
Inventory Management, Purchasing, Sales Management, Sales, Customer Service, Advertising, Online Advertising, Automotive, Operations Management, Continuous Improvement, Team Building, Strategic Planning, Automotive Aftermarket, Profit, Vehicles, Parts, Customer Satisfaction, Automobile, Sales Process, Dealers, Management, Finance, Marketing, Marketing Strategy, B2B, Customer Retention, Training, Account Management, Forecasting, Dealer Management, Sales Operations, Selling, Pricing, Reynolds, Gross Profit, Retail, Negotiation, Business Planning, New Business Development, Time Management, Warranty, Human Resources
Education
University of South Florida - College of Business Administration 1996 — 1999
Bachelor's degree, Marketing
Florida State University 1993 — 1996
Matt Parker, CSSR's Merrill Lynch Experience 2008 - 2009
Job Recruiter, College Programs at Humana
Industry Staffing and Recruiting
Experience
Humana February 2012 - Present
Humana September 2010 - February 2012
Corinthian Colleges 2009 - 2010
Merrill Lynch 2008 - 2009
CareerLinx Incorporated 2005 - 2008
Suncoast Resort Rentals 2001 - 2004
CitiStreet 2000 - 2001
Eckerd 1998 - 2000
Skills
Onboarding, B2B, Recruiting, Employee Benefits, Applicant Tracking..., Sourcing, Technical Recruiting, Talent Management, Resume Writing, College Recruiting, Human Resources, Employee Relations, Talent Acquisition, Internet Recruiting
Education
Florida State University - College of Business 2001 — 2004
BA, Business Administration
Humana February 2012 - Present
Humana September 2010 - February 2012
Corinthian Colleges 2009 - 2010
Merrill Lynch 2008 - 2009
CareerLinx Incorporated 2005 - 2008
Suncoast Resort Rentals 2001 - 2004
CitiStreet 2000 - 2001
Eckerd 1998 - 2000
Skills
Onboarding, B2B, Recruiting, Employee Benefits, Applicant Tracking..., Sourcing, Technical Recruiting, Talent Management, Resume Writing, College Recruiting, Human Resources, Employee Relations, Talent Acquisition, Internet Recruiting
Education
Florida State University - College of Business 2001 — 2004
BA, Business Administration
Jason Hyslop's Merrill Lynch Experience May 2000 - July 2002
Job Compliance Supervisor at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates January 2007 - Present
Raymond James & Associates March 2006 - January 2007
Raymond James October 2005 - March 2006
RBC Dain Rauscher April 2005 - October 2005
RBC Dain Rauscher July 2002 - April 2005
Merrill Lynch May 2000 - July 2002
Education
University of South Florida
Florida State University - College of Business 1996 — 2000
Raymond James & Associates January 2007 - Present
Raymond James & Associates March 2006 - January 2007
Raymond James October 2005 - March 2006
RBC Dain Rauscher April 2005 - October 2005
RBC Dain Rauscher July 2002 - April 2005
Merrill Lynch May 2000 - July 2002
Education
University of South Florida
Florida State University - College of Business 1996 — 2000
Dan Csontos's Merrill Lynch Experience January 2010 - November 2011
Job Regional Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2013 - Present
DC Consulting Services January 2012 - September 2013
Merrill Lynch January 2010 - November 2011
Banc of America Investments 2009 - January 2010
Merrilll Lynch 2000 - January 2009
Franklin Templeton Group 2000 - 2004
Franklin Templeton Investments 1997 - 2000
Skills
Sales Management, Series 7, Strategic Planning, Consultative Selling, Series 63, Mutual Funds, New Business Development, Sales Support, Wealth Management, Retirement, Series 66, Uniform Combined State...
Education
Florida State University - College of Business 1993 — 1997
BS, Finance
Bank of America Merrill Lynch September 2013 - Present
DC Consulting Services January 2012 - September 2013
Merrill Lynch January 2010 - November 2011
Banc of America Investments 2009 - January 2010
Merrilll Lynch 2000 - January 2009
Franklin Templeton Group 2000 - 2004
Franklin Templeton Investments 1997 - 2000
Skills
Sales Management, Series 7, Strategic Planning, Consultative Selling, Series 63, Mutual Funds, New Business Development, Sales Support, Wealth Management, Retirement, Series 66, Uniform Combined State...
Education
Florida State University - College of Business 1993 — 1997
BS, Finance
Kysandra Ladner, PMP's Merrill Lynch Experience June 2006 - September 2006
Job Sr. IT Project Manager at Citigroup
Industry Information Technology and Services
Experience
Citigroup October 2011 - Present
Bank of America July 2011 - November 2012
Citigroup June 2010 - August 2011
Veteran's Reintergration Center of Jacksonville February 2010 - August 2010
Merrill Lynch (Technisource) June 2006 - September 2009
Blue Cross Blue Shield (Technisource) September 2006 - July 2009
Express Scripts (Technisource) January 2009 - May 2009
Merrill Lynch June 2006 - September 2006
ZCOM2 The Zimmerman Agency November 2005 - June 2006
State of Florida Dept. of Environmental Protection June 1998 - November 2005
Skills
Visio, Software Project..., MS Project, SDLC, Analysis, PMO, Requirements Analysis, SharePoint, Budgets, Team Building, Process Improvement, Leadership, PMP, Project Management, Management, Risk Management, Agile Methodologies, Vendor Management, Testing, Training, IT Management, Data Warehousing, Business Analysis
Education
Villanova University 2005 — 2006
Masters Certification, IS/IT Project Management
Florida State University 2002 — 2005
B.S., Information Technology (Information Studies)
Citigroup October 2011 - Present
Bank of America July 2011 - November 2012
Citigroup June 2010 - August 2011
Veteran's Reintergration Center of Jacksonville February 2010 - August 2010
Merrill Lynch (Technisource) June 2006 - September 2009
Blue Cross Blue Shield (Technisource) September 2006 - July 2009
Express Scripts (Technisource) January 2009 - May 2009
Merrill Lynch June 2006 - September 2006
ZCOM2 The Zimmerman Agency November 2005 - June 2006
State of Florida Dept. of Environmental Protection June 1998 - November 2005
Skills
Visio, Software Project..., MS Project, SDLC, Analysis, PMO, Requirements Analysis, SharePoint, Budgets, Team Building, Process Improvement, Leadership, PMP, Project Management, Management, Risk Management, Agile Methodologies, Vendor Management, Testing, Training, IT Management, Data Warehousing, Business Analysis
Education
Villanova University 2005 — 2006
Masters Certification, IS/IT Project Management
Florida State University 2002 — 2005
B.S., Information Technology (Information Studies)
Bill McConnell, CRPC's Merrill Lynch Experience April 2001 - April 2009
Job President FHFS, Investment Management Consultant Raymond James Financial Services, NFLPA Registered Financial Advisor
Industry Financial Services
Experience
First Harbor Financial Services April 2009 - Present
Merrill Lynch April 2001 - April 2009
M&M Dining Concepts April 1999 - April 2001
Kraft Foods April 1994 - April 1999
Skills
Retirement Planning, Series 63, Investments, Series 7, Wealth Management, Financial Analysis, Securities, Strategic Financial..., Asset Management, Equities, Portfolio Management, Alternative Investments, Investment Management, Bonds, ETFs, High Net Worth..., Risk Management, Private Equity, Fixed Income, Financial Markets, Financial Advisory, Series 9, Series 10, Series 31, CRPC, Covered Call Strategies, FINRA, Mutual Funds, Investment Strategies, 401k, IRAs, Asset Allocation, Investment Advisory, Finance, Retirement, Series 24, Wealth Management..., Financial Modeling, Insurance, Derivatives, 401k Rollovers, Corporate Finance, Due Diligence, Venture Capital, Wealth, Mergers & Acquisitions, Wealth Accumulation, Uniform Combined State..., Hedge Funds, Financial Planning
Education
Florida State University - College of Business 1987 — 1989
Bachelor of Science (B.S.), Finance
Miami Dade College 1984 — 1986
Associate of Arts (A.A.)
First Harbor Financial Services April 2009 - Present
Merrill Lynch April 2001 - April 2009
M&M Dining Concepts April 1999 - April 2001
Kraft Foods April 1994 - April 1999
Skills
Retirement Planning, Series 63, Investments, Series 7, Wealth Management, Financial Analysis, Securities, Strategic Financial..., Asset Management, Equities, Portfolio Management, Alternative Investments, Investment Management, Bonds, ETFs, High Net Worth..., Risk Management, Private Equity, Fixed Income, Financial Markets, Financial Advisory, Series 9, Series 10, Series 31, CRPC, Covered Call Strategies, FINRA, Mutual Funds, Investment Strategies, 401k, IRAs, Asset Allocation, Investment Advisory, Finance, Retirement, Series 24, Wealth Management..., Financial Modeling, Insurance, Derivatives, 401k Rollovers, Corporate Finance, Due Diligence, Venture Capital, Wealth, Mergers & Acquisitions, Wealth Accumulation, Uniform Combined State..., Hedge Funds, Financial Planning
Education
Florida State University - College of Business 1987 — 1989
Bachelor of Science (B.S.), Finance
Miami Dade College 1984 — 1986
Associate of Arts (A.A.)
Laura Newcomb's Merrill Lynch Experience 1991 - 1992
Job Senior Vice President at FBR & Co.
Industry Financial Services
Experience
FBR & Co. December 2012 - September 2013
Royal Bank of Canada January 2008 - December 2012
CIBC 2007 - 2008
JPMorgan 1997 - 2007
UBS Investment Bank 1992 - 1997
Merrill Lynch 1991 - 1992
Credit Suisse 1988 - 1991
Donaldson Lufkin & Jenrette 1978 - 1988
Skills
Capital Markets, Equities, Equity Derivatives, Derivatives, Equity Trading, Hedge Funds, Investment Banking, Electronic Trading, Alternative Investments, Credit Derivatives, Options, Portfolio Management, Fixed Income, Trading Systems, Bloomberg, Trading
Education
Florida State University
FBR & Co. December 2012 - September 2013
Royal Bank of Canada January 2008 - December 2012
CIBC 2007 - 2008
JPMorgan 1997 - 2007
UBS Investment Bank 1992 - 1997
Merrill Lynch 1991 - 1992
Credit Suisse 1988 - 1991
Donaldson Lufkin & Jenrette 1978 - 1988
Skills
Capital Markets, Equities, Equity Derivatives, Derivatives, Equity Trading, Hedge Funds, Investment Banking, Electronic Trading, Alternative Investments, Credit Derivatives, Options, Portfolio Management, Fixed Income, Trading Systems, Bloomberg, Trading
Education
Florida State University
Michael Paulus's Merrill Lynch Experience 2008 - 2009
Job Vice President OTC Clearing & ETD at HSBC
Industry Financial Services
Experience
HSBC November 2011 - Present
Makosi, Inc January 2008 - January 2013
Barclays Investment Bank January 2010 - 2011
Merrill Lynch 2008 - 2009
Deloitte & Touche September 2004 - January 2008
Skills
Internal Controls, Financial Analysis, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Auditing, OTC Clearing, Project Management, Interest Rate..., Credit Derivatives, FX Derivatives, Dodd-Frank, SEF, Bloomberg, Middleware
Education
Florida State University - College of Business 2003 — 2004
Masters, Accounting
Florida State University - College of Business 2000 — 2004
Bachelors, Accounting/Finance
HSBC November 2011 - Present
Makosi, Inc January 2008 - January 2013
Barclays Investment Bank January 2010 - 2011
Merrill Lynch 2008 - 2009
Deloitte & Touche September 2004 - January 2008
Skills
Internal Controls, Financial Analysis, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Auditing, OTC Clearing, Project Management, Interest Rate..., Credit Derivatives, FX Derivatives, Dodd-Frank, SEF, Bloomberg, Middleware
Education
Florida State University - College of Business 2003 — 2004
Masters, Accounting
Florida State University - College of Business 2000 — 2004
Bachelors, Accounting/Finance
Shelly Beaulieu's Merrill Lynch Experience
Job Client Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
401k, Retirement, Series 7, Mutual Funds, Wealth Management, Defined Benefit, Retirement Planning, Pensions, Investment Advisory, Securities, Employee Benefits, Series 63, Asset Allocation, Financial Services, Investments, FINRA, Alternative Investments, Series 6, Financial Advisory, Equities, Uniform Combined State...
Education
Florida State University 1993 — 1996
Merrill Lynch
Skills
401k, Retirement, Series 7, Mutual Funds, Wealth Management, Defined Benefit, Retirement Planning, Pensions, Investment Advisory, Securities, Employee Benefits, Series 63, Asset Allocation, Financial Services, Investments, FINRA, Alternative Investments, Series 6, Financial Advisory, Equities, Uniform Combined State...
Education
Florida State University 1993 — 1996
Benjamin Biard's Merrill Lynch Experience August 2003 - September 2007
Job Partner at Winget Spadafora & Schwartzberg, LLP
Industry Law Practice
Experience
Winget, Spadafora & Schwartzberg LLP May 2013 - Present
Wilson Elser September 2007 - May 2013
Merrill Lynch August 2003 - September 2007
Skills
Arbitration, Commercial Litigation, Civil Litigation, Securities, Securities Litigation, Securities Regulation
Education
University of Baltimore School of Law 2000 — 2003
Florida State University - College of Business 1996 — 2000
Winget, Spadafora & Schwartzberg LLP May 2013 - Present
Wilson Elser September 2007 - May 2013
Merrill Lynch August 2003 - September 2007
Skills
Arbitration, Commercial Litigation, Civil Litigation, Securities, Securities Litigation, Securities Regulation
Education
University of Baltimore School of Law 2000 — 2003
Florida State University - College of Business 1996 — 2000
Paula Fross's Merrill Lynch Experience 1990 - 1992
Job Business/Systems Analyst, Project Manager
Industry Banking
Experience
N/A - Retired October 2012 - Present
JP Morgan Chase 2007 - 2012
JP Morgan Chase 2003 - 2007
CPI, Bank of America, MortgageFlex Systems, Blue Cross Blue Shield of Florida 1992 - 2003
Merrill Lynch 1990 - 1992
Skills
Management, SDLC, Business Analysis, Project Management, Risk Management, Banking
Education
Florida State University 1987 — 1989
BS, Economics
N/A - Retired October 2012 - Present
JP Morgan Chase 2007 - 2012
JP Morgan Chase 2003 - 2007
CPI, Bank of America, MortgageFlex Systems, Blue Cross Blue Shield of Florida 1992 - 2003
Merrill Lynch 1990 - 1992
Skills
Management, SDLC, Business Analysis, Project Management, Risk Management, Banking
Education
Florida State University 1987 — 1989
BS, Economics
Kristin Gandy's Merrill Lynch Experience July 2005 - February 2008
Job Analyst at Apex Systems (Allstate)
Industry Information Technology and Services
Experience
Apex Systems/Allstate Benefits October 2013 - Present
CVS Caremark Corporation December 2011 - September 2013
Molina Healthcare April 2010 - November 2011
Florida Department of Health October 2008 - February 2010
Florida State University August 2008 - December 2009
The Florida Bar February 2008 - August 2008
Merrill Lynch July 2005 - February 2008
Merrill Lynch October 1999 - December 2004
Skills
Government, Grant Writing, Data Analysis, Analysis, Management, Pharmacy, Market Research, Medicaid, Healthcare Information..., Research, Public Health, Policy, Process Improvement, Negotiation, Leadership, Project Management, Program Management, Invoicing, Public Speaking, Pharmaceutics, Strategic Planning, Community Outreach, EHR, Team Leadership, Program Evaluation
Education
Florida State University 2008 — 2009
Master of Public Health, Health Policy
University of Colorado at Denver 2011 — 2011
Graduate Certificate, Health Information Management & Exchange
University of North Florida
B.S, Community Health/Exercise Physiology
Apex Systems/Allstate Benefits October 2013 - Present
CVS Caremark Corporation December 2011 - September 2013
Molina Healthcare April 2010 - November 2011
Florida Department of Health October 2008 - February 2010
Florida State University August 2008 - December 2009
The Florida Bar February 2008 - August 2008
Merrill Lynch July 2005 - February 2008
Merrill Lynch October 1999 - December 2004
Skills
Government, Grant Writing, Data Analysis, Analysis, Management, Pharmacy, Market Research, Medicaid, Healthcare Information..., Research, Public Health, Policy, Process Improvement, Negotiation, Leadership, Project Management, Program Management, Invoicing, Public Speaking, Pharmaceutics, Strategic Planning, Community Outreach, EHR, Team Leadership, Program Evaluation
Education
Florida State University 2008 — 2009
Master of Public Health, Health Policy
University of Colorado at Denver 2011 — 2011
Graduate Certificate, Health Information Management & Exchange
University of North Florida
B.S, Community Health/Exercise Physiology
Jennifer Gomer's Merrill Lynch Experience April 2008 - January 2009
Job Director / Senior Registration Manager, Global Compliance Risk; Registration & Licensing at Bank of America
Industry Financial Services
Experience
Bank of America February 2013 - Present
Bank of America January 2009 - Present
Merrill Lynch April 2008 - January 2009
Merrill Lynch November 2005 - April 2008
Merrill Lynch April 2000 - November 2005
Skills
Series 7, Six Sigma, Strategic Planning, Business Development, Financial Risk, Financial Analysis, Project Management, Financial Services
Education
Florida State University - College of Business 1993 — 1997
BS, Management and Human Resource Management
Bank of America February 2013 - Present
Bank of America January 2009 - Present
Merrill Lynch April 2008 - January 2009
Merrill Lynch November 2005 - April 2008
Merrill Lynch April 2000 - November 2005
Skills
Series 7, Six Sigma, Strategic Planning, Business Development, Financial Risk, Financial Analysis, Project Management, Financial Services
Education
Florida State University - College of Business 1993 — 1997
BS, Management and Human Resource Management
Veronica Sullivan's Merrill Lynch Experience June 2009 - Present
Job Sr Financial Analyst at Merrill Lynch Private Banking & Investment Group
Industry Financial Services
Experience
Merrill Lynch June 2009 - Present
Skills
Financial Analysis, Retirement Planning, Series 7, Strategic Financial..., Financial Modeling, Sales, Mutual Funds, Leadership
Education
Florida State University 2002 — 2006
BS, Human Sciences
chs
Merrill Lynch June 2009 - Present
Skills
Financial Analysis, Retirement Planning, Series 7, Strategic Financial..., Financial Modeling, Sales, Mutual Funds, Leadership
Education
Florida State University 2002 — 2006
BS, Human Sciences
chs
Jason Taggart, MBA's Merrill Lynch Experience June 2010 - June 2014
Job Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Merrill Lynch June 2010 - June 2014
Atlanta Seminole Club 2010 - 2013
PHH Mortgage June 2002 - June 2010
Skills
Series 7, Credit, Mortgage Lending, Banking, Mortgage, Wealth Management, Loan Origination, Cash Management, Loans, Customer Service, Private Banking, series 63, Series 63, Mortgage Banking, Portfolio Management, Retirement Planning, Investments
Education
Florida State University - College of Business 2001 — 2002
MBA, Finance
Florida State University - College of Business 1997 — 2000
BS, Finance and International Business
Morgan Stanley June 2014 - Present
Merrill Lynch June 2010 - June 2014
Atlanta Seminole Club 2010 - 2013
PHH Mortgage June 2002 - June 2010
Skills
Series 7, Credit, Mortgage Lending, Banking, Mortgage, Wealth Management, Loan Origination, Cash Management, Loans, Customer Service, Private Banking, series 63, Series 63, Mortgage Banking, Portfolio Management, Retirement Planning, Investments
Education
Florida State University - College of Business 2001 — 2002
MBA, Finance
Florida State University - College of Business 1997 — 2000
BS, Finance and International Business
Chris Montrois's Merrill Lynch Experience June 2007 - August 2007
Job Frontend Engineer at Slack Technologies, Inc
Industry Internet
Experience
Slack Technologies, Inc August 2015 - Present
Quick Left May 2014 - Present
Markit June 2011 - May 2014
Bank of America August 2008 - May 2011
Florida Center for Prevention Research February 2006 - June 2008
Merrill Lynch June 2007 - August 2007
Skills
jQuery, ASP.NET, JavaScript, AJAX, Web Development, ASP.NET MVC, XHTML, CSS, Visual Studio, C#, XML, PHP, Object Oriented Design, Python, NodeJS, F2, MVC, SQL, MySQL, ReactJS, AngularJS, LESS, RequireJS, AMD, Highcharts, Ruby, Ember.js, SASS
Education
Florida State University - College of Business 2003 — 2007
BS, Management Information Systems
Slack Technologies, Inc August 2015 - Present
Quick Left May 2014 - Present
Markit June 2011 - May 2014
Bank of America August 2008 - May 2011
Florida Center for Prevention Research February 2006 - June 2008
Merrill Lynch June 2007 - August 2007
Skills
jQuery, ASP.NET, JavaScript, AJAX, Web Development, ASP.NET MVC, XHTML, CSS, Visual Studio, C#, XML, PHP, Object Oriented Design, Python, NodeJS, F2, MVC, SQL, MySQL, ReactJS, AngularJS, LESS, RequireJS, AMD, Highcharts, Ruby, Ember.js, SASS
Education
Florida State University - College of Business 2003 — 2007
BS, Management Information Systems
Steve Merrill's Merrill Lynch Experience September 2009 - Present
Job Director, GWIW Residential Advocacy Manager
Industry Financial Services
Experience
Merrill Lynch September 2009 - Present
PHH Mortgage May 2007 - September 2009
Merrill Lynch Credit Corporation 1992 - 2000
Education
Florida State University 1987 — 1991
Bachelor or Science
Merrill Lynch September 2009 - Present
PHH Mortgage May 2007 - September 2009
Merrill Lynch Credit Corporation 1992 - 2000
Education
Florida State University 1987 — 1991
Bachelor or Science
Joseph Crews's Merrill Lynch Experience July 2011 - Present
Job Retirement Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Merrill Lynch May 2008 - July 2011
Merrill Lynch October 2004 - May 2008
Merrill Lynch January 2002 - October 2004
Merrill Lynch January 2000 - January 2002
Education
Florida State University - College of Business 1995 — 1999
Bachelor of Science, Finance
Merrill Lynch July 2011 - Present
Merrill Lynch May 2008 - July 2011
Merrill Lynch October 2004 - May 2008
Merrill Lynch January 2002 - October 2004
Merrill Lynch January 2000 - January 2002
Education
Florida State University - College of Business 1995 — 1999
Bachelor of Science, Finance
Tiffany Beard, CFP®'s Merrill Lynch Experience December 2008 - March 2009
Job at Retirement Strategies, Inc
Industry Financial Services
Experience
Retirement Strategies, Inc November 2014 - Present
Retirement Strategies, Inc. April 2011 - November 2014
Retirement Strategies, Inc. April 2009 - April 2011
Merrill Lynch December 2008 - March 2009
Merrill Lynch August 2005 - November 2008
Region d'Auvergne September 2003 - May 2005
Education
Florida State University 1999 — 2003
BS
Retirement Strategies, Inc November 2014 - Present
Retirement Strategies, Inc. April 2011 - November 2014
Retirement Strategies, Inc. April 2009 - April 2011
Merrill Lynch December 2008 - March 2009
Merrill Lynch August 2005 - November 2008
Region d'Auvergne September 2003 - May 2005
Education
Florida State University 1999 — 2003
BS
Mary Ellen Avery's Merrill Lynch Experience January 1999 - May 1999
Job Sales Representative at Stryker Orthopedics/Spine/Trauma
Industry Medical Devices
Experience
Stryker January 2010 - Present
DePuy Spine May 2003 - November 2009
Abbott Spine, formerly Spinal Concepts January 2001 - May 2003
American Embassy May 1999 - August 1999
Merrill Lynch January 1999 - May 1999
Kerr & Downs Marketing Research May 1998 - August 1998
Skills
Customer Service, Sales Management, Microsoft Office, New Business Development, Account Management, Marketing, Sales Operations, Strategic Planning, Marketing Strategy, Leadership
Education
Florida State University 1996 — 2000
Bachelor of Sciences Degree, Major: Marketing and Management, Cumulative Grade Point Average: 3.4/4.0
Stryker January 2010 - Present
DePuy Spine May 2003 - November 2009
Abbott Spine, formerly Spinal Concepts January 2001 - May 2003
American Embassy May 1999 - August 1999
Merrill Lynch January 1999 - May 1999
Kerr & Downs Marketing Research May 1998 - August 1998
Skills
Customer Service, Sales Management, Microsoft Office, New Business Development, Account Management, Marketing, Sales Operations, Strategic Planning, Marketing Strategy, Leadership
Education
Florida State University 1996 — 2000
Bachelor of Sciences Degree, Major: Marketing and Management, Cumulative Grade Point Average: 3.4/4.0
Brian C. Summe's Merrill Lynch Experience October 1991 - May 1993
Job Oppenheimerfunds, Inc. Vice President, Senior Advisor Consultant
Industry Investment Management
Experience
OppenheimerFunds, Inc. January 1998 - Present
Morgan Stanley Asset Management May 1993 - December 1997
Merrill Lynch October 1991 - May 1993
A.F. Best Securities, Inc. January 1990 - October 1991
Skills
Series 63, Mutual Funds, Asset Managment, Bonds, Series 7, Wealth Management, Finance, Securities, Retirement Planning, Insurance, FINRA, Retirement, Separately Managed..., Asset Allocation, Financial Advisory, Alternative Investments, Investment Strategies, Investments, Investment Management, Hedge Funds, Portfolio Management, Wealth Management..., Capital Markets, Private Equity, Municipal Bonds, Asset Management, Wealth, Financial Services
Education
Certifications / Accreditations
Florida State University - College of Business
Louisiana State University
BA, Economics / Political Science
OppenheimerFunds, Inc. January 1998 - Present
Morgan Stanley Asset Management May 1993 - December 1997
Merrill Lynch October 1991 - May 1993
A.F. Best Securities, Inc. January 1990 - October 1991
Skills
Series 63, Mutual Funds, Asset Managment, Bonds, Series 7, Wealth Management, Finance, Securities, Retirement Planning, Insurance, FINRA, Retirement, Separately Managed..., Asset Allocation, Financial Advisory, Alternative Investments, Investment Strategies, Investments, Investment Management, Hedge Funds, Portfolio Management, Wealth Management..., Capital Markets, Private Equity, Municipal Bonds, Asset Management, Wealth, Financial Services
Education
Certifications / Accreditations
Florida State University - College of Business
Louisiana State University
BA, Economics / Political Science
Gaby Fleischmann's Merrill Lynch Experience May 2001 - January 2002
Job Assistant Planner, Belk Inc.
Industry Retail
Experience
Belk September 2014 - Present
Belk April 2012 - September 2014
Belk July 2011 - April 2012
Family Dollar March 2010 - July 2011
Belk December 2006 - March 2010
Belk November 2003 - November 2006
Belk February 2002 - October 2003
Merrill Lynch May 2001 - January 2002
Education
Florida State University - College of Business 1996 — 2000
BA, Marketing
Belk September 2014 - Present
Belk April 2012 - September 2014
Belk July 2011 - April 2012
Family Dollar March 2010 - July 2011
Belk December 2006 - March 2010
Belk November 2003 - November 2006
Belk February 2002 - October 2003
Merrill Lynch May 2001 - January 2002
Education
Florida State University - College of Business 1996 — 2000
BA, Marketing
Larry Sharpe's Merrill Lynch Experience August 1993 - May 1995
Job CoOwner, Sharpe Resources, Inc.
Industry Apparel & Fashion
Experience
Sharpe Resources, Inc. October 2001 - Present
ANC Promotions May 1995 - October 2001
Merrill Lynch August 1993 - May 1995
Northwestern Mutual Life October 1986 - March 1993
Education
Youngstown State University 1984 — 1986
MM, Music
Florida State University 1979 — 1982
BM, Music
Sharpe Resources, Inc. October 2001 - Present
ANC Promotions May 1995 - October 2001
Merrill Lynch August 1993 - May 1995
Northwestern Mutual Life October 1986 - March 1993
Education
Youngstown State University 1984 — 1986
MM, Music
Florida State University 1979 — 1982
BM, Music
Thomas (Tom) O'Mera's Merrill Lynch Experience April 2006 - Present
Job Analyst Business Management
Industry Financial Services
Experience
Merrill Lynch April 2006 - Present
Education
Florida State University 2000 — 2003
B.S, Fianance
Merrill Lynch April 2006 - Present
Education
Florida State University 2000 — 2003
B.S, Fianance
Lauren Sheen, MBA's Merrill Lynch Experience July 2007 - April 2010
Job Vice President (Sr. Test Analyst) at Citi
Industry Banking
Experience
Citi April 2012 - Present
Bank of America- Merrill Lynch April 2010 - April 2012
Merrill Lynch July 2007 - April 2010
Jacksonville Sheriff's Office October 2005 - July 2007
Merrill Lynch May 2004 - October 2005
Skills
Six Sigma, Data Analysis, Business Requirements, Project Management, Account Reconciliation, Statistics, Series 7, Mutual Funds, Risk Management, Wealth Management, Relationship Management, Process Improvement, Test Management, Quality Center, Series 24
Education
Florida State University - College of Business 2005 — 2007
MBA, General Business
University of North Florida - College of Business Administration 2000 — 2004
BBA, Banking and Finance- Corporate Finance
Paxon School For Advanced Studies 1996 — 2000
International Baccalaureate
Citi April 2012 - Present
Bank of America- Merrill Lynch April 2010 - April 2012
Merrill Lynch July 2007 - April 2010
Jacksonville Sheriff's Office October 2005 - July 2007
Merrill Lynch May 2004 - October 2005
Skills
Six Sigma, Data Analysis, Business Requirements, Project Management, Account Reconciliation, Statistics, Series 7, Mutual Funds, Risk Management, Wealth Management, Relationship Management, Process Improvement, Test Management, Quality Center, Series 24
Education
Florida State University - College of Business 2005 — 2007
MBA, General Business
University of North Florida - College of Business Administration 2000 — 2004
BBA, Banking and Finance- Corporate Finance
Paxon School For Advanced Studies 1996 — 2000
International Baccalaureate
Paul Paris's Merrill Lynch Experience December 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Real Estate
Experience
Merrill Lynch December 2011 - Present
Regus December 2008 - December 2011
Enterprise Rent-A-Car October 2003 - March 2008
Education
Florida State University 2000 — 2002
Bachelors, Criminology
Merrill Lynch December 2011 - Present
Regus December 2008 - December 2011
Enterprise Rent-A-Car October 2003 - March 2008
Education
Florida State University 2000 — 2002
Bachelors, Criminology
Joe Sobak's Merrill Lynch Experience March 2001 - March 2009
Job Associate Director of Credit and Collections
Industry Hospitality
Experience
Starwood Hotels & Resorts Worldwide, Inc. October 2009 - Present
Merrill Lynch March 2001 - March 2009
Merrill Lynch July 2006 - March 2008
Skills
Finance, Investments, Management, Strategic Planning, Risk Management, Forecasting, Budgets, Portfolio Management, Business Analysis, Financial Analysis, Business Strategy, Financial Modeling, Financial Reporting, Leadership, Negotiation, Banking, Strategic Financial..., Credit, Process Improvement, Cash Management, Business Planning, Executive Management
Education
Florida State University - College of Business 1996 — 2000
BS, Finance
Starwood Hotels & Resorts Worldwide, Inc. October 2009 - Present
Merrill Lynch March 2001 - March 2009
Merrill Lynch July 2006 - March 2008
Skills
Finance, Investments, Management, Strategic Planning, Risk Management, Forecasting, Budgets, Portfolio Management, Business Analysis, Financial Analysis, Business Strategy, Financial Modeling, Financial Reporting, Leadership, Negotiation, Banking, Strategic Financial..., Credit, Process Improvement, Cash Management, Business Planning, Executive Management
Education
Florida State University - College of Business 1996 — 2000
BS, Finance
Yaniv Rubina's Merrill Lynch Experience November 2013 - Present
Job Executive Relationship Manager
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Merrill Lynch July 2010 - November 2013
Merrill Lynch June 2008 - June 2010
Merrill Lynch February 2008 - June 2008
Merrill Lynch March 2007 - February 2008
Skills
Financial Services, Retirement Benefits, Series 7, Series 66, Series 24, Series 9, Series 10, Six Sigma, Certified Green Belt, Compliance, Risk Management, Defined Contribution, 401(k), Defined Benefit, Non-Qualified Deferred..., Employee Stock Options, Project Management, Investments, Securities, Business Analysis, Fixed Income, Equities, Restricted Stock, Stock Appreciation..., Mutual Funds, Bloomberg, Portfolio Management, Trading Systems, Vendor Management, Financial Analysis, Capital Markets, Wealth Management, Customer Service, Service Delivery..., Satisfied Clients, NASPP, Investment Banking, C(k)P, Banking
Education
Jacksonville University 2008 — 2010
Master of Business Administration (MBA), Leadership
Florida State University 2002 — 2006
Bachelor of Science, Finance, General
Merrill Lynch November 2013 - Present
Merrill Lynch July 2010 - November 2013
Merrill Lynch June 2008 - June 2010
Merrill Lynch February 2008 - June 2008
Merrill Lynch March 2007 - February 2008
Skills
Financial Services, Retirement Benefits, Series 7, Series 66, Series 24, Series 9, Series 10, Six Sigma, Certified Green Belt, Compliance, Risk Management, Defined Contribution, 401(k), Defined Benefit, Non-Qualified Deferred..., Employee Stock Options, Project Management, Investments, Securities, Business Analysis, Fixed Income, Equities, Restricted Stock, Stock Appreciation..., Mutual Funds, Bloomberg, Portfolio Management, Trading Systems, Vendor Management, Financial Analysis, Capital Markets, Wealth Management, Customer Service, Service Delivery..., Satisfied Clients, NASPP, Investment Banking, C(k)P, Banking
Education
Jacksonville University 2008 — 2010
Master of Business Administration (MBA), Leadership
Florida State University 2002 — 2006
Bachelor of Science, Finance, General
Lisa Gerard's Merrill Lynch Experience 1999 - 2001
Job President at David Associates, Real Estate Investment & Management
Industry Real Estate
Experience
Gerard Contracting, Inc. August 2009 - Present
The David Associates November 2001 - Present
Merrill Lynch 1999 - 2001
Skills
Real Estate, Investments, Real Estate Transactions, Investment Properties, Property Management, Rentals, Short Sales, Real Estate Development, Residential Homes, Real Estate Economics, Luxury, Contract Negotiation, Selling, Negotiation, Brokerage, Finance, Commercial Real Estate, Foreclosures, Sellers, Real Estate Financing, REO, Relocation, 1031 Exchanges, Investors, Asset Management, Strategic Financial..., Financial Planning
Education
Northwood University 1998 — 2000
Bachelor of Business Administration, Banking & Finance and Business Management
Florida State University - College of Business 1995 — 1997
PBDA 1987 — 1992
Gerard Contracting, Inc. August 2009 - Present
The David Associates November 2001 - Present
Merrill Lynch 1999 - 2001
Skills
Real Estate, Investments, Real Estate Transactions, Investment Properties, Property Management, Rentals, Short Sales, Real Estate Development, Residential Homes, Real Estate Economics, Luxury, Contract Negotiation, Selling, Negotiation, Brokerage, Finance, Commercial Real Estate, Foreclosures, Sellers, Real Estate Financing, REO, Relocation, 1031 Exchanges, Investors, Asset Management, Strategic Financial..., Financial Planning
Education
Northwood University 1998 — 2000
Bachelor of Business Administration, Banking & Finance and Business Management
Florida State University - College of Business 1995 — 1997
PBDA 1987 — 1992
Sean McElhaney, CFP®'s Merrill Lynch Experience March 2007 - August 2009
Job Financial Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2010 - Present
Navy Federal Credit Union August 2009 - June 2010
Merrill Lynch March 2007 - August 2009
Education
Georgetown University 2010 — 2011
Financial Planning and Services
University of North Florida 2006 — 2008
Master of Business Administration (M.B.A.), Management
Florida State University 2002 — 2006
BS, Marketing
Fidelity Investments June 2010 - Present
Navy Federal Credit Union August 2009 - June 2010
Merrill Lynch March 2007 - August 2009
Education
Georgetown University 2010 — 2011
Financial Planning and Services
University of North Florida 2006 — 2008
Master of Business Administration (M.B.A.), Management
Florida State University 2002 — 2006
BS, Marketing
Ben Grantham, CFE's Merrill Lynch Experience August 2009 - December 2009
Job Analyst at Lummis Consulting Services, LLC
Industry Financial Services
Experience
Lummis Consulting Services, LLC August 2012 - Present
Grantham Financial Services, LLC June 2010 - May 2012
Merrill Lynch August 2009 - December 2009
Skills
Financial Analysis, Financial Modeling, Business Valuation, Due Diligence, Microsoft Excel, Litigation Support, Forensic Accounting, Equity Research, Forecasting, Economics, Fraud, Financial Forecasting, Forensic Analysis
Education
Florida State University - College of Business 2007 — 2010
Bachelor of Science (B.S.), Finance
Lummis Consulting Services, LLC August 2012 - Present
Grantham Financial Services, LLC June 2010 - May 2012
Merrill Lynch August 2009 - December 2009
Skills
Financial Analysis, Financial Modeling, Business Valuation, Due Diligence, Microsoft Excel, Litigation Support, Forensic Accounting, Equity Research, Forecasting, Economics, Fraud, Financial Forecasting, Forensic Analysis
Education
Florida State University - College of Business 2007 — 2010
Bachelor of Science (B.S.), Finance
Owen Buckman's Merrill Lynch Experience January 1998 - December 2002
Job Trusted Advisor at Illustrated Properties Real Estate
Industry Real Estate
Experience
Illustrated Properties Real Estate January 2003 - Present
Merrill Lynch January 1998 - December 2002
Skills
Investment Properties
Education
Florida State University 1994 — 1997
Finance, Business
Florida State University - College of Business 1994 — 1997
BS, Finance
Illustrated Properties Real Estate January 2003 - Present
Merrill Lynch January 1998 - December 2002
Skills
Investment Properties
Education
Florida State University 1994 — 1997
Finance, Business
Florida State University - College of Business 1994 — 1997
BS, Finance
Monica Wheeler, CTFA's Merrill Lynch Experience March 1999 - December 1999
Job Reporting and Analytics Manager at EverBank
Industry Banking
Experience
EverBank September 2015 - Present
EverBank December 2013 - Present
Palms Presbyterian November 2012 - December 2013
Wells Fargo 2010 - 2012
Wells Fargo 2006 - 2010
Wachovia Bank, N.A. 2002 - 2006
Wachovia Bank, N.A. 1999 - 2002
Merrill Lynch March 1999 - December 1999
First Union National Bank June 1998 - March 1999
Barnett Bank March 1993 - June 1998
Skills
Change Management, Risk Management, Goal Oriented, CTFA, Team Building, Compliance, Fiduciary Management, Cross Selling, Matrix Management, Microsoft Office, Microsoft Excel, Microsoft Word, SharePoint, Six Sigma, Strategic Planning, KYC, AML, Complaint Management, Business Continuity..., Regulatory Guidelines, Legal Compliance, Service Level Agreements, Customer Retention, Customer Engagement, Event Planning, Trust Services, Private Banking, Investment Management, Training, Vendor Management, Property Management, Banking, Wealth Management..., Financial Risk, Process Improvement, Management, Finance, Financial Services, Investments, Portfolio Management, Wealth Management
Education
Florida State University - College of Business 1990 — 1992
Business Management, Management and Finance
Jacksonville University 1988 — 1990
St. Johns Country Day School 1982 — 1988
EverBank September 2015 - Present
EverBank December 2013 - Present
Palms Presbyterian November 2012 - December 2013
Wells Fargo 2010 - 2012
Wells Fargo 2006 - 2010
Wachovia Bank, N.A. 2002 - 2006
Wachovia Bank, N.A. 1999 - 2002
Merrill Lynch March 1999 - December 1999
First Union National Bank June 1998 - March 1999
Barnett Bank March 1993 - June 1998
Skills
Change Management, Risk Management, Goal Oriented, CTFA, Team Building, Compliance, Fiduciary Management, Cross Selling, Matrix Management, Microsoft Office, Microsoft Excel, Microsoft Word, SharePoint, Six Sigma, Strategic Planning, KYC, AML, Complaint Management, Business Continuity..., Regulatory Guidelines, Legal Compliance, Service Level Agreements, Customer Retention, Customer Engagement, Event Planning, Trust Services, Private Banking, Investment Management, Training, Vendor Management, Property Management, Banking, Wealth Management..., Financial Risk, Process Improvement, Management, Finance, Financial Services, Investments, Portfolio Management, Wealth Management
Education
Florida State University - College of Business 1990 — 1992
Business Management, Management and Finance
Jacksonville University 1988 — 1990
St. Johns Country Day School 1982 — 1988
Peter Choe's Merrill Lynch Experience July 2003 - December 2003
Job
Industry Accounting
Experience
American Lung Association of the Southeast August 2005 - August 2011
Navy Marine Corp Intranet Project February 2004 - September 2004
Merrill Lynch July 2003 - December 2003
Skills
Quickbooks, Accounts Payable, Accounting, Accounts Receivable, Reconciliation, General Ledger, Journal Entries, Excel, Account Reconciliation, Invoicing, Fixed Assets, Auditing, Audit, Accruals, Word, Spreadsheets, Outlook, Reconciliations, Tax, Microsoft Office, Reconciling, PowerPoint, Data Entry, Expenses, MIS, Microsoft Excel, Microsoft Word, Nonprofits, GAAP, Financial Accounting, QuickBooks, Leadership, Volunteer Management, Public Speaking
Education
University of Florida - Warrington College of Business Administration 2001 — 2003
Bachelors, Business Administrations
Florida State University - College of Business 1998 — 2001
Management Information Systems
American Lung Association of the Southeast August 2005 - August 2011
Navy Marine Corp Intranet Project February 2004 - September 2004
Merrill Lynch July 2003 - December 2003
Skills
Quickbooks, Accounts Payable, Accounting, Accounts Receivable, Reconciliation, General Ledger, Journal Entries, Excel, Account Reconciliation, Invoicing, Fixed Assets, Auditing, Audit, Accruals, Word, Spreadsheets, Outlook, Reconciliations, Tax, Microsoft Office, Reconciling, PowerPoint, Data Entry, Expenses, MIS, Microsoft Excel, Microsoft Word, Nonprofits, GAAP, Financial Accounting, QuickBooks, Leadership, Volunteer Management, Public Speaking
Education
University of Florida - Warrington College of Business Administration 2001 — 2003
Bachelors, Business Administrations
Florida State University - College of Business 1998 — 2001
Management Information Systems
Robert Ladimir's Merrill Lynch Experience June 2011 - December 2012
Job Account Executive at XeroGraphics a DEX imaging Company
Industry Information Technology and Services
Experience
XeroGraphics a DEX imaging Company May 2013 - September 2013
Merrill Lynch June 2011 - December 2012
Ladistar Mortgage and Realty August 2010 - August 2011
Rollins College August 2009 - April 2011
UBS Wealth Management June 2010 - August 2010
SMITH Advertising May 2007 - August 2007
Skills
Real Estate, Mortgage Lending, Finance, Management, Loans, Portfolio Management, Foreclosures, Selling, Financial Services, Retirement Planning, Research, Property, Public Speaking
Education
Rollins College - Crummer Graduate School of Business 2009 — 2011
Master of Business Administration, Finance and Entrepreneurship
Andy Gray Schools of Real Estate 2010 — 2010
State of Florida License, Loan Originator
Ed Klopfer School of Real Estate 2010 — 2010
State of Florida License, Real Estate Sales Associate
Florida State University 2005 — 2008
B.S., Advertising and Economics
XeroGraphics a DEX imaging Company May 2013 - September 2013
Merrill Lynch June 2011 - December 2012
Ladistar Mortgage and Realty August 2010 - August 2011
Rollins College August 2009 - April 2011
UBS Wealth Management June 2010 - August 2010
SMITH Advertising May 2007 - August 2007
Skills
Real Estate, Mortgage Lending, Finance, Management, Loans, Portfolio Management, Foreclosures, Selling, Financial Services, Retirement Planning, Research, Property, Public Speaking
Education
Rollins College - Crummer Graduate School of Business 2009 — 2011
Master of Business Administration, Finance and Entrepreneurship
Andy Gray Schools of Real Estate 2010 — 2010
State of Florida License, Loan Originator
Ed Klopfer School of Real Estate 2010 — 2010
State of Florida License, Real Estate Sales Associate
Florida State University 2005 — 2008
B.S., Advertising and Economics
Randy Phinney's Merrill Lynch Experience May 1995 - July 1996
Job Owner of Right Side of the Chart LLC
Industry Financial Services
Experience
Right Side of the Chart LLC January 2012 - Present
Independent February 2007 - Present
AmSouth Investment Services February 2006 - February 2007
Fifth Third Securities October 2001 - February 2006
Huntington Investment Company May 1998 - October 2001
Barnett Investments October 1996 - May 1998
Merrill Lynch May 1995 - July 1996
Skills
Options, Stocks, Investments, Trading, Securities, Investment Strategies, Investment Management, ETFs, Portfolio Management, Financial Services, Financial Analysis, Leadership
Education
Florida State University - College of Business
Bachelor's Degree, Marketing
Florida State University - College of Business
Bachelor of Science (B.S.), Multinational Business Operations
Right Side of the Chart LLC January 2012 - Present
Independent February 2007 - Present
AmSouth Investment Services February 2006 - February 2007
Fifth Third Securities October 2001 - February 2006
Huntington Investment Company May 1998 - October 2001
Barnett Investments October 1996 - May 1998
Merrill Lynch May 1995 - July 1996
Skills
Options, Stocks, Investments, Trading, Securities, Investment Strategies, Investment Management, ETFs, Portfolio Management, Financial Services, Financial Analysis, Leadership
Education
Florida State University - College of Business
Bachelor's Degree, Marketing
Florida State University - College of Business
Bachelor of Science (B.S.), Multinational Business Operations
Kyle Champagne's Merrill Lynch Experience February 2013 - February 2014
Job Project Manager at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank June 2015 - Present
United States Air Force May 2011 - Present
JWB Real Estate Capital February 2014 - June 2015
Merrill Lynch February 2013 - February 2014
Proof Brewing Company April 2011 - April 2012
The Florida Senate 2011 - 2012
Skills
Series 7, Series 66, Real Estate Acquisitions, Project Management, Leadership, Time Management, Sales, Customer Service, Teamwork, Financial Analysis, Finance, Microsoft Word, Military, Access, Team Leadership, Outlook, Salesforce.com, Sports, Nonprofits, Project
Education
Florida State University - College of Business 2008 — 2012
Bachelor of Science (B.S.), Finance; Real Estate
Deutsche Bank June 2015 - Present
United States Air Force May 2011 - Present
JWB Real Estate Capital February 2014 - June 2015
Merrill Lynch February 2013 - February 2014
Proof Brewing Company April 2011 - April 2012
The Florida Senate 2011 - 2012
Skills
Series 7, Series 66, Real Estate Acquisitions, Project Management, Leadership, Time Management, Sales, Customer Service, Teamwork, Financial Analysis, Finance, Microsoft Word, Military, Access, Team Leadership, Outlook, Salesforce.com, Sports, Nonprofits, Project
Education
Florida State University - College of Business 2008 — 2012
Bachelor of Science (B.S.), Finance; Real Estate
Michael Ozburn, CFP®'s Merrill Lynch Experience January 1997 - May 1998
Job Regional Director at Loring Ward
Industry Financial Services
Experience
Loring Ward March 2014 - Present
CNL Securities Corp. July 2012 - March 2014
Wells Real Estate Funds February 2011 - June 2012
Wells Real Estate Funds July 2002 - February 2011
Wells Real Estate Funds January 1999 - July 2002
Merrill Lynch January 1997 - May 1998
Skills
Leadership
Education
Florida State University 1992 — 1996
Bachelor of Science (BS), Economics
University of Georgia - Terry College of Business 2006 — 2007
Certificate of Financial Planning
Loring Ward March 2014 - Present
CNL Securities Corp. July 2012 - March 2014
Wells Real Estate Funds February 2011 - June 2012
Wells Real Estate Funds July 2002 - February 2011
Wells Real Estate Funds January 1999 - July 2002
Merrill Lynch January 1997 - May 1998
Skills
Leadership
Education
Florida State University 1992 — 1996
Bachelor of Science (BS), Economics
University of Georgia - Terry College of Business 2006 — 2007
Certificate of Financial Planning
Logan Webb, CFP®'s Merrill Lynch Experience July 2013 - June 2015
Job Portfolio Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust June 2015 - Present
Merrill Lynch July 2013 - June 2015
Merrill Lynch January 2007 - July 2013
Skills
Retirement Planning, Wealth Management, Investments, Certified Financial..., Series 7, Series 66, Portfolio Management
Education
Florida State University 2002 — 2006
Bachelor of Science (B.S.), Economics
U.S. Trust June 2015 - Present
Merrill Lynch July 2013 - June 2015
Merrill Lynch January 2007 - July 2013
Skills
Retirement Planning, Wealth Management, Investments, Certified Financial..., Series 7, Series 66, Portfolio Management
Education
Florida State University 2002 — 2006
Bachelor of Science (B.S.), Economics
Katie Feroldi's Merrill Lynch Experience May 2010 - November 2010
Job Financial Analyst
Industry Hospitality
Experience
Ruth's Hospitality Group Inc., November 2013 - Present
KPMG US January 2013 - November 2013
PCE January 2012 - April 2012
UBS August 2011 - November 2011
Merrill Lynch May 2010 - November 2010
Health Council of East Central Florida June 2008 - July 2008
Skills
Financial Analysis, Data Analysis, Analysis, Leadership, Valuation, Economics, Microsoft Excel, Leadership Development, Investment Banking, Financial Modeling, Finance
Education
Rollins College - Crummer Graduate School of Business 2011 — 2012
Master of Business Administration (MBA), Finance, General, 4.0
Florida State University - College of Business 2007 — 2010
Bachelor of Science in Finance, Finance
Ruth's Hospitality Group Inc., November 2013 - Present
KPMG US January 2013 - November 2013
PCE January 2012 - April 2012
UBS August 2011 - November 2011
Merrill Lynch May 2010 - November 2010
Health Council of East Central Florida June 2008 - July 2008
Skills
Financial Analysis, Data Analysis, Analysis, Leadership, Valuation, Economics, Microsoft Excel, Leadership Development, Investment Banking, Financial Modeling, Finance
Education
Rollins College - Crummer Graduate School of Business 2011 — 2012
Master of Business Administration (MBA), Finance, General, 4.0
Florida State University - College of Business 2007 — 2010
Bachelor of Science in Finance, Finance
Johanna haza's Merrill Lynch Experience May 2007 - Present
Job Client associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2007 - Present
Education
Florida State University - College of Business 2004 — 2006
bachelor, finance and marketing
Merrill Lynch May 2007 - Present
Education
Florida State University - College of Business 2004 — 2006
bachelor, finance and marketing
Kimberly Lanio's Merrill Lynch Experience January 2011 - May 2011
Job Financial Analyst
Industry Insurance
Experience
Assurant April 2013 - Present
Assurant August 2012 - April 2013
Walt Disney World August 2011 - January 2012
Merrill Lynch January 2011 - May 2011
Assurant May 2010 - August 2010
Seminole Futures Ambassador October 2010 May 2009 - May 2010
Florida State University August 2009 - December 2009
Government Business Solutions May 2007 - August 2007
Education
Florida State University 2007 — 2011
Bachelor of Science, Finance and Marketing
Assurant April 2013 - Present
Assurant August 2012 - April 2013
Walt Disney World August 2011 - January 2012
Merrill Lynch January 2011 - May 2011
Assurant May 2010 - August 2010
Seminole Futures Ambassador October 2010 May 2009 - May 2010
Florida State University August 2009 - December 2009
Government Business Solutions May 2007 - August 2007
Education
Florida State University 2007 — 2011
Bachelor of Science, Finance and Marketing
Kyle Tenny's Merrill Lynch Experience May 2011 - May 2013
Job Actuarial Analyst at Fortegra
Industry Insurance
Experience
Fortegra June 2015 - Present
Fortegra June 2013 - June 2015
Merrill Lynch May 2011 - May 2013
North Florida Referees' Association September 2009 - April 2012
Bank of America Merrill Lynch January 2011 - May 2011
Gerald's Restaurant in Wyndhurst May 2010 - August 2010
Blue Ridge Soccer Officials September 2003 - June 2010
S&K Famous Brands Menswear June 2009 - August 2009
Skills
Access, Data Analysis, Financial Analysis, Finance, Teamwork, Critical Thinking, PowerPoint, Microsoft Excel, Time Management, Microsoft Word, Microsoft Office, Strategic Financial..., Financial Modeling, Facebook, Outlook, Actuarial Science, Property & Casualty..., Payment Protection...
Education
Florida State University 2009 — 2012
Dual Bachelor's of Science degrees, Finance and Applied Economics, GPA 3.96 out of 4.00
Fortegra June 2015 - Present
Fortegra June 2013 - June 2015
Merrill Lynch May 2011 - May 2013
North Florida Referees' Association September 2009 - April 2012
Bank of America Merrill Lynch January 2011 - May 2011
Gerald's Restaurant in Wyndhurst May 2010 - August 2010
Blue Ridge Soccer Officials September 2003 - June 2010
S&K Famous Brands Menswear June 2009 - August 2009
Skills
Access, Data Analysis, Financial Analysis, Finance, Teamwork, Critical Thinking, PowerPoint, Microsoft Excel, Time Management, Microsoft Word, Microsoft Office, Strategic Financial..., Financial Modeling, Facebook, Outlook, Actuarial Science, Property & Casualty..., Payment Protection...
Education
Florida State University 2009 — 2012
Dual Bachelor's of Science degrees, Finance and Applied Economics, GPA 3.96 out of 4.00
Brandon Frank's Merrill Lynch Experience November 2000 - August 2001
Job Director of Investment Research at Globescan Capital
Industry Investment Management
Experience
Globescan Capital August 2004 - Present
Teacher Retirement System of Texas May 2003 - August 2003
Merrill Lynch November 2000 - August 2001
First Union Securities July 1998 - November 2000
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
Master of Business Administration, Full-Time Program, Concentration in Finance
Florida State University - College of Business 1994 — 1998
Bachelor of Science, Finance, International Business, Marketing
Globescan Capital August 2004 - Present
Teacher Retirement System of Texas May 2003 - August 2003
Merrill Lynch November 2000 - August 2001
First Union Securities July 1998 - November 2000
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
Master of Business Administration, Full-Time Program, Concentration in Finance
Florida State University - College of Business 1994 — 1998
Bachelor of Science, Finance, International Business, Marketing
Eric Prisby's Merrill Lynch Experience May 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
Education
Florida State University - College of Business 2008 — 2010
Bachelor of Science (B.S.), Finance
Merrill Lynch May 2011 - Present
Education
Florida State University - College of Business 2008 — 2010
Bachelor of Science (B.S.), Finance
Michael B. Steinbaum, Esq.'s Merrill Lynch Experience 2001 - 2003
Job Law Practice Professional
Industry Law Practice
Experience
GEICO 2010 - 2011
Corbett and White, P.A. 2009 - 2010
Benson, Mucci & Weiss, PL 2007 - 2007
Brown, Van Horn P.A. 2006 - 2006
Judge Patti Henning/ 17th Judicial Circuit 2005 - 2005
Merrill Lynch 2001 - 2003
Salomon Smith Barney 2000 - 2000
Skills
Civil Litigation, Commercial Litigation, Legal Research, Legal Writing, Litigation, Mediation
Education
Nova Southeastern University—Shepard Broad Law Center 2004 — 2007
J.D., Law
Florida State University 1996 — 2001
B.S., Finance
GEICO 2010 - 2011
Corbett and White, P.A. 2009 - 2010
Benson, Mucci & Weiss, PL 2007 - 2007
Brown, Van Horn P.A. 2006 - 2006
Judge Patti Henning/ 17th Judicial Circuit 2005 - 2005
Merrill Lynch 2001 - 2003
Salomon Smith Barney 2000 - 2000
Skills
Civil Litigation, Commercial Litigation, Legal Research, Legal Writing, Litigation, Mediation
Education
Nova Southeastern University—Shepard Broad Law Center 2004 — 2007
J.D., Law
Florida State University 1996 — 2001
B.S., Finance
Jason Monroe's Merrill Lynch Experience July 2006 - December 2006
Job Vice President, Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2013 - Present
Wells Fargo May 2011 - August 2013
Wells Fargo January 2007 - May 2011
Merrill Lynch July 2006 - December 2006
Skills
Commercial Banking, Credit Analysis, Credit, Commercial Lending, Financial Modeling, Banking, Middle Market, Industry Research, Business Development, Strategic Financial..., Sales Strategy, Client Presentation, Market Analysis, Leveraged Lending, Corporate Finance, Treasury Services, Strategic M&A, Capital Budgeting, Working Capital..., Private Equity Funding, Real Estate Financing
Education
Florida State University - College of Business 2005 — 2006
MBA
Florida State University - College of Business 2001 — 2005
BS, Finance
Wells Fargo August 2013 - Present
Wells Fargo May 2011 - August 2013
Wells Fargo January 2007 - May 2011
Merrill Lynch July 2006 - December 2006
Skills
Commercial Banking, Credit Analysis, Credit, Commercial Lending, Financial Modeling, Banking, Middle Market, Industry Research, Business Development, Strategic Financial..., Sales Strategy, Client Presentation, Market Analysis, Leveraged Lending, Corporate Finance, Treasury Services, Strategic M&A, Capital Budgeting, Working Capital..., Private Equity Funding, Real Estate Financing
Education
Florida State University - College of Business 2005 — 2006
MBA
Florida State University - College of Business 2001 — 2005
BS, Finance
Shannon Egan's Merrill Lynch Experience 1997 - 2001
Job Senior Consultant at Interactive Data
Industry Financial Services
Experience
Interactive Data April 2015 - Present
TD Waterhouse 2001 - 2006
Merrill lynch 1997 - 2001
Skills
Strategic Planning, Research, Financial Analysis, Fixed Income, Leadership, Management, Marketing, Portfolio Management, Project Planning, Public Speaking, Risk Management, Sales, Teaching, Team Leadership
Education
Florida State University 1995 — 1997
Bachelor’s Degree, Economics
University of North Florida 1993 — 1995
General Studies
Interactive Data April 2015 - Present
TD Waterhouse 2001 - 2006
Merrill lynch 1997 - 2001
Skills
Strategic Planning, Research, Financial Analysis, Fixed Income, Leadership, Management, Marketing, Portfolio Management, Project Planning, Public Speaking, Risk Management, Sales, Teaching, Team Leadership
Education
Florida State University 1995 — 1997
Bachelor’s Degree, Economics
University of North Florida 1993 — 1995
General Studies
Michael Timlin's Merrill Lynch Experience April 2012 - August 2012
Job Marketing Analyst at AutoNation
Industry Automotive
Experience
AutoNation 2015 - Present
Merrill Lynch April 2012 - August 2012
River Oaks Investments February 2008 - April 2012
Skills
Microsoft Excel, Microsoft Word, Corporate Finance, Project Finance, Security Analysis, Fundamental Analysis, CFA Level 2 Candidate, Analysis, Chartered Financial..., Finance, Teamwork
Education
Florida State University 2009 — 2013
Bachelor of Science (BS), Accounting and Business/Management
AutoNation 2015 - Present
Merrill Lynch April 2012 - August 2012
River Oaks Investments February 2008 - April 2012
Skills
Microsoft Excel, Microsoft Word, Corporate Finance, Project Finance, Security Analysis, Fundamental Analysis, CFA Level 2 Candidate, Analysis, Chartered Financial..., Finance, Teamwork
Education
Florida State University 2009 — 2013
Bachelor of Science (BS), Accounting and Business/Management
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank