Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Jason Ladner Jason Ladner's Merrill Lynch Experience 1999 - 2012
Job Vice President Wealth Management, Portfolio Manager, CIMA®, CRPC®
Industry Investment Management
Experience
UBS Financial Services, Inc. 2012 - Present
Merrill Lynch 1999 - 2012
Education
Arizona State University, W. P. Carey School of Business
UBS Financial Services, Inc. 2012 - Present
Merrill Lynch 1999 - 2012
Education
Arizona State University, W. P. Carey School of Business
Jennifer Samuel Jennifer Samuel's Merrill Lynch Experience 2001 - 2002
Job Property and Casualty Executive Manager at The Hatcher Agency
Industry Insurance
Experience
The Hatcher Agency 2012 - Present
EGP CPAs 2009 - 2012
USA Drug Corporate 2008 - 2009
Miller and Company CPAs 2006 - 2008
Colliers-International 2004 - 2006
Arvest Bank 2002 - 2004
Merrill Lynch 2001 - 2002
Ron Heard CPA 1995 - 2000
Skills
Insurance, Property, Commercial Insurance, Brokers, Liability
Education
Arkansas State University
Bachelor's degree, Accounting and Business/Management
The Hatcher Agency 2012 - Present
EGP CPAs 2009 - 2012
USA Drug Corporate 2008 - 2009
Miller and Company CPAs 2006 - 2008
Colliers-International 2004 - 2006
Arvest Bank 2002 - 2004
Merrill Lynch 2001 - 2002
Ron Heard CPA 1995 - 2000
Skills
Insurance, Property, Commercial Insurance, Brokers, Liability
Education
Arkansas State University
Bachelor's degree, Accounting and Business/Management
Lawrence Dobrosky-Martinez Lawrence Dobrosky-Martinez's Merrill Lynch Experience June 2010 - August 2010
Job Summer Strategy Consultant at Accenture
Industry Utilities
Experience
Accenture June 2015 - Present
University of Chicago Booth School of Business August 2014 - Present
San Diego Gas & Electric/ Sempra Energy February 2011 - June 2014
Merrill Lynch June 2010 - August 2010
Merrill Lynch, Global Wealth Management September 2009 - December 2009
Sprint Nextel Corporation, Business Solutions May 2009 - August 2009
Skills
Financial Analysis, Financial Risk, Credit, Financial Modeling, Portfolio Management, Asset Management, Management, Trading, Training, Asset Managment, Corporate Finance, Valuation, Mutual Funds, Financial Accounting, Bloomberg, Accounting, Economics, Strategic Planning, Analysis, Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science (BS), Finance, Economics Minor, and International Business Certificate
Accenture June 2015 - Present
University of Chicago Booth School of Business August 2014 - Present
San Diego Gas & Electric/ Sempra Energy February 2011 - June 2014
Merrill Lynch June 2010 - August 2010
Merrill Lynch, Global Wealth Management September 2009 - December 2009
Sprint Nextel Corporation, Business Solutions May 2009 - August 2009
Skills
Financial Analysis, Financial Risk, Credit, Financial Modeling, Portfolio Management, Asset Management, Management, Trading, Training, Asset Managment, Corporate Finance, Valuation, Mutual Funds, Financial Accounting, Bloomberg, Accounting, Economics, Strategic Planning, Analysis, Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science (BS), Finance, Economics Minor, and International Business Certificate
Jennifer Morris Jennifer Morris's Merrill Lynch Experience February 2007 - July 2007
Job Economist at the Illinois Commerce Commission
Industry Utilities
Experience
Illinois Commerce Commission April 2010 - Present
Illinois State University August 2008 - May 2010
AT&T Illinois June 2009 - August 2009
Merrill Lynch February 2007 - July 2007
Skills
Economics, Econometric Modeling, Time Series Analysis, Data Analysis, Statistics, Economic Research, Forecasting, Energy Policy, Policy Analysis, Renewable Energy, Energy, Energy Efficiency, Market Research, Evaluation, Microsoft Office, SAS, Eviews, Policy, Stata, Public Policy, Management, Program Management, Research, Strategic Planning
Education
Illinois State University 2008 — 2010
Master of Science, Applied Economics, 4.0/4.0 GPA
Armstrong State University 2004 — 2008
Bachelor of Arts, Economics, Summa Cum Laude
Illinois Commerce Commission April 2010 - Present
Illinois State University August 2008 - May 2010
AT&T Illinois June 2009 - August 2009
Merrill Lynch February 2007 - July 2007
Skills
Economics, Econometric Modeling, Time Series Analysis, Data Analysis, Statistics, Economic Research, Forecasting, Energy Policy, Policy Analysis, Renewable Energy, Energy, Energy Efficiency, Market Research, Evaluation, Microsoft Office, SAS, Eviews, Policy, Stata, Public Policy, Management, Program Management, Research, Strategic Planning
Education
Illinois State University 2008 — 2010
Master of Science, Applied Economics, 4.0/4.0 GPA
Armstrong State University 2004 — 2008
Bachelor of Arts, Economics, Summa Cum Laude
Jonathan Ulmes Jonathan Ulmes's Merrill Lynch Experience September 2010 - August 2014
Job MBA Candidate at the W.P. Carey School of Business, Arizona State University
Industry Higher Education
Experience
500 Level May 2015 - Present
Merrill Lynch September 2010 - August 2014
Skills
Project Management, Networking, Troubleshooting, Management, Strategy, Supply Chain Management, Data Analysis, Financial Accounting, Forecasting, Data Mining, Microsoft Office, Customer Service, Leadership, Social Media, Microsoft Excel, Sales, Servers, Time Management, Training, Negotiation, Entrepreneurship, Finance
Education
Arizona State University, W. P. Carey School of Business 2014 — 2016
Master of Business Administration (MBA), Finance
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA, Management and Organizations
Lake Zurich High School
500 Level May 2015 - Present
Merrill Lynch September 2010 - August 2014
Skills
Project Management, Networking, Troubleshooting, Management, Strategy, Supply Chain Management, Data Analysis, Financial Accounting, Forecasting, Data Mining, Microsoft Office, Customer Service, Leadership, Social Media, Microsoft Excel, Sales, Servers, Time Management, Training, Negotiation, Entrepreneurship, Finance
Education
Arizona State University, W. P. Carey School of Business 2014 — 2016
Master of Business Administration (MBA), Finance
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA, Management and Organizations
Lake Zurich High School
Robert Hedlund Robert Hedlund's Merrill Lynch Experience 2006 - 2010
Job 3D/Video Production Artist at Convergence Training
Industry Animation
Experience
Convergence Training January 2014 - Present
Enter the Studio April 2013 - July 2013
B17 Entertainment March 2013 - July 2013
Merrill Lynch 2006 - 2010
Bank of America 1997 - 2006
Skills
3D, After Effects, Modeling, Lighting, Maya, Compositing, Animation, Photoshop, Illustrator, 3D Studio Max, Zbrush, Computer Animation, Flash Animation, Unity, Fine Art, Graphic Arts, Toon Boom, Eyeon Fusion, SketchUp, Adobe Audition, Topogun, Vray, Video Production, ZBrush, 3D Modeling, Texturing
Education
Art Institute of Seattle 2010 — 2012
Animation Art and Design, 3D Environments/Lighting/Textures
Seattle Central Community College 2009 — 2009
University of North Carolina at Greensboro 1993 — 1997
Bachelor of Arts (B.A.), Philosophy
Convergence Training January 2014 - Present
Enter the Studio April 2013 - July 2013
B17 Entertainment March 2013 - July 2013
Merrill Lynch 2006 - 2010
Bank of America 1997 - 2006
Skills
3D, After Effects, Modeling, Lighting, Maya, Compositing, Animation, Photoshop, Illustrator, 3D Studio Max, Zbrush, Computer Animation, Flash Animation, Unity, Fine Art, Graphic Arts, Toon Boom, Eyeon Fusion, SketchUp, Adobe Audition, Topogun, Vray, Video Production, ZBrush, 3D Modeling, Texturing
Education
Art Institute of Seattle 2010 — 2012
Animation Art and Design, 3D Environments/Lighting/Textures
Seattle Central Community College 2009 — 2009
University of North Carolina at Greensboro 1993 — 1997
Bachelor of Arts (B.A.), Philosophy
Mara DeFilippis Mara DeFilippis's Merrill Lynch Experience January 2004 - April 2007
Job Engagement Manager at ASU | GIOS | Global Sustainability Solutions Service
Industry Environmental Services
Experience
ASU Walton Sustainability Solutions Initiatives September 2013 - Present
Arizona State University February 2013 - Present
Arizona Energy Consortium March 2013 - August 2013
City of Phoenix - Community & Economic Dev, Workforce Connections December 2011 - January 2013
Phoenix Green Chamber of Commerce April 2007 - August 2011
Invest Green April 2007 - August 2008
Merrill Lynch January 2004 - April 2007
Skills
Fundraising, Non-profits, Strategic Planning, Public Speaking, Sustainability, Community Outreach, Workforce Development, Business Strategy, Business Development, Event Management, Small Business, Team Building, Entrepreneurship, Project Management, Program Development, Program Management, Management, Nonprofits, Customer Service, Strategy, Policy, Marketing, Leadership, Renewable Energy, Organizational..., Marketing Strategy, Sustainable Business, Training, Government, Recruiting, Media Relations, Staff Development, Project Planning, Public Relations, Coaching, Social Networking, Human Resources, Environmental Awareness, Start-ups, New Business Development, Budgets, Leadership Development, Research, Event Planning, Change Management, Corporate Social..., Contract Negotiation
Education
Arizona State University West 1999 — 2002
BS, Accounting
Phoenix College 1992 — 1997
AA, Business
Sonoran Sustainable Building Advisory Program 2011 — 2011
CSBAP, Sustainable Building and Community
ASU Walton Sustainability Solutions Initiatives September 2013 - Present
Arizona State University February 2013 - Present
Arizona Energy Consortium March 2013 - August 2013
City of Phoenix - Community & Economic Dev, Workforce Connections December 2011 - January 2013
Phoenix Green Chamber of Commerce April 2007 - August 2011
Invest Green April 2007 - August 2008
Merrill Lynch January 2004 - April 2007
Skills
Fundraising, Non-profits, Strategic Planning, Public Speaking, Sustainability, Community Outreach, Workforce Development, Business Strategy, Business Development, Event Management, Small Business, Team Building, Entrepreneurship, Project Management, Program Development, Program Management, Management, Nonprofits, Customer Service, Strategy, Policy, Marketing, Leadership, Renewable Energy, Organizational..., Marketing Strategy, Sustainable Business, Training, Government, Recruiting, Media Relations, Staff Development, Project Planning, Public Relations, Coaching, Social Networking, Human Resources, Environmental Awareness, Start-ups, New Business Development, Budgets, Leadership Development, Research, Event Planning, Change Management, Corporate Social..., Contract Negotiation
Education
Arizona State University West 1999 — 2002
BS, Accounting
Phoenix College 1992 — 1997
AA, Business
Sonoran Sustainable Building Advisory Program 2011 — 2011
CSBAP, Sustainable Building and Community
Stephanie Dvoroznak Stephanie Dvoroznak's Merrill Lynch Experience April 2011 - July 2013
Job Total Health Solutions Program Manager at Life and Specialty Ventures, LLC
Industry Insurance
Experience
Life and Specialty Ventures, LLC February 2015 - Present
Life and Specialty Ventures, LLC August 2013 - February 2015
Merrill Lynch April 2011 - July 2013
Merrill Lynch July 2009 - April 2011
Merrill Lynch April 2008 - July 2009
Merrill Lynch January 2008 - April 2008
Merrill Lynch October 2006 - January 2008
Various Dental Practices December 1999 - October 2006
Skills
Strong written and..., Microsoft Excel, Microsoft Applications, Access, Microsoft Word, PowerPoint, SharePoint, Charles River IMS, Outlook, Quality Center, Highly motivated..., Process Improvement, Software Documentation, Visio, Budgets, Customer Service, Risk Management, Finance
Education
Ashford University 2008 — 2012
Bachelor of Arts, Organizational Management
Daytona Beach Community College 2001 — 2004
Vocational, Dental Assisting/Assistant
Daytona College 2001 — 2004
Completed studies in Dental Hygiene, Certificate in Dental Assisting, Dental Assisting/Assistant
Life and Specialty Ventures, LLC February 2015 - Present
Life and Specialty Ventures, LLC August 2013 - February 2015
Merrill Lynch April 2011 - July 2013
Merrill Lynch July 2009 - April 2011
Merrill Lynch April 2008 - July 2009
Merrill Lynch January 2008 - April 2008
Merrill Lynch October 2006 - January 2008
Various Dental Practices December 1999 - October 2006
Skills
Strong written and..., Microsoft Excel, Microsoft Applications, Access, Microsoft Word, PowerPoint, SharePoint, Charles River IMS, Outlook, Quality Center, Highly motivated..., Process Improvement, Software Documentation, Visio, Budgets, Customer Service, Risk Management, Finance
Education
Ashford University 2008 — 2012
Bachelor of Arts, Organizational Management
Daytona Beach Community College 2001 — 2004
Vocational, Dental Assisting/Assistant
Daytona College 2001 — 2004
Completed studies in Dental Hygiene, Certificate in Dental Assisting, Dental Assisting/Assistant
Jon Pincus Jon Pincus's Merrill Lynch Experience September 2012 - March 2013
Job Regional Bank Private Banker 2 (SAFE) at Wells Fargo
Industry Investment Management
Experience
Wells Fargo June 2013 - Present
Morgan Stanley Wealth Management April 2013 - June 2013
Merrill Lynch September 2012 - March 2013
Northwestern Mutual June 2011 - September 2012
Aflac November 2004 - June 2011
Cox Enterprises June 1998 - February 2005
Skills
Disability Insurance, Long Term Care Insurance, Fixed Annuities, Education Funding, Life Insurance, Retirement Planning, Insurance, Wealth Management, Investments, Series 7, Retirement, Sales, Finance, Strategic Financial..., Portfolio Management, Long-term Care, Mortgage Lending
Education
Art Institute of Atlanta 1999 — 2002
Wells Fargo June 2013 - Present
Morgan Stanley Wealth Management April 2013 - June 2013
Merrill Lynch September 2012 - March 2013
Northwestern Mutual June 2011 - September 2012
Aflac November 2004 - June 2011
Cox Enterprises June 1998 - February 2005
Skills
Disability Insurance, Long Term Care Insurance, Fixed Annuities, Education Funding, Life Insurance, Retirement Planning, Insurance, Wealth Management, Investments, Series 7, Retirement, Sales, Finance, Strategic Financial..., Portfolio Management, Long-term Care, Mortgage Lending
Education
Art Institute of Atlanta 1999 — 2002
Sean Gormley Sean Gormley's Merrill Lynch Experience May 2011 - September 2011
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners July 2014 - Present
STORE Capital September 2013 - May 2014
Arizona Microcredit Initiative August 2011 - May 2014
Moelis & Company June 2013 - August 2013
STORE Capital February 2013 - May 2013
Columbia West Capital, LLC May 2012 - December 2012
Merrill Lynch May 2011 - September 2011
Westland Properties Group May 2011 - August 2011
Fleischer Scholars Program June 2011 - June 2011
Skills
Financial Modeling, Microsoft Excel, Capital IQ, Mergers, Equities, Financial Analysis, Investments, Economics, Data Analysis, Research, Teamwork, Equity Valuation, Entrepreneurship, LBO, Equity Research, Business Planning, Capital Markets, Private Equity, Venture Capital, Business Valuation, Bloomberg Terminal
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Accounting, Finance, and Economics, 4.0
Desert Vista High School 2006 — 2010
Perella Weinberg Partners July 2014 - Present
STORE Capital September 2013 - May 2014
Arizona Microcredit Initiative August 2011 - May 2014
Moelis & Company June 2013 - August 2013
STORE Capital February 2013 - May 2013
Columbia West Capital, LLC May 2012 - December 2012
Merrill Lynch May 2011 - September 2011
Westland Properties Group May 2011 - August 2011
Fleischer Scholars Program June 2011 - June 2011
Skills
Financial Modeling, Microsoft Excel, Capital IQ, Mergers, Equities, Financial Analysis, Investments, Economics, Data Analysis, Research, Teamwork, Equity Valuation, Entrepreneurship, LBO, Equity Research, Business Planning, Capital Markets, Private Equity, Venture Capital, Business Valuation, Bloomberg Terminal
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Accounting, Finance, and Economics, 4.0
Desert Vista High School 2006 — 2010
Charles J. Brock II Charles J. Brock II's Merrill Lynch Experience October 1998 - November 2001
Job Managing Partner, Grace Capital Management Group
Industry Investment Management
Experience
Grace Capital Management Group February 2013 - Present
Grace Advisory Group November 2011 - February 2013
Retired January 2009 - November 2011
Morgan Stanley November 2001 - January 2009
Merrill Lynch October 1998 - November 2001
Prudential Financial October 1993 - October 1998
Alcoa September 1988 - October 1993
US Army June 1982 - September 1988
Skills
Finance, Mutual Funds, Portfolio Management, Securities, Investments, Equities, Asset Management, Hedge Funds, Wealth Management, Fixed Income, Retirement Planning, Insurance, Wealth Management..., Financial Risk, Retirement, Small Business, Strategic Planning, Financial Planning
Education
Ashford University
Florida Institute of Technology
The University of Texas at Arlington
Grace Capital Management Group February 2013 - Present
Grace Advisory Group November 2011 - February 2013
Retired January 2009 - November 2011
Morgan Stanley November 2001 - January 2009
Merrill Lynch October 1998 - November 2001
Prudential Financial October 1993 - October 1998
Alcoa September 1988 - October 1993
US Army June 1982 - September 1988
Skills
Finance, Mutual Funds, Portfolio Management, Securities, Investments, Equities, Asset Management, Hedge Funds, Wealth Management, Fixed Income, Retirement Planning, Insurance, Wealth Management..., Financial Risk, Retirement, Small Business, Strategic Planning, Financial Planning
Education
Ashford University
Florida Institute of Technology
The University of Texas at Arlington
Amy Kearney, CPCP Amy Kearney, CPCP's Merrill Lynch Experience February 2007 - August 2008
Job Financial Analyst at Colorado Springs Utilities
Industry Utilities
Experience
Colorado Springs Utilities December 2011 - Present
Honeywell Technology Solutions, Inc. 2009 - 2011
Western International Securities 2008 - 2009
Merrill Lynch February 2007 - August 2008
Wachovia Securities Financial Network August 2000 - February 2007
Skills
Microsoft Office, Statistical Modeling, Financial Analysis, Strategic Financial..., Financial Markets, General Securities..., Retirement Planning, Microsoft Excel, Minitab, Training, Earned Value Management, Volunteer Recruiting, Volunteering, Forecasting, Process Improvement, Finance, Financial Reporting, Data Analysis, Project Planning, Program Management, Business Analysis, MS Project, Financial Modeling, DoD, Contract Management, Risk Management, Procurement, Security Clearance, Cost Benefit, Variance Analysis, Cash Flow, Project Coordination, Access, PowerPoint, Operations Management, Visio, Budgets, Analysis, Six Sigma, Cross-functional Team..., Leadership, Government, Proposal Writing, Microsoft Project, Financial Planning
Education
Ashford University 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
University of Colorado at Colorado Springs 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.67
Colorado Springs Utilities December 2011 - Present
Honeywell Technology Solutions, Inc. 2009 - 2011
Western International Securities 2008 - 2009
Merrill Lynch February 2007 - August 2008
Wachovia Securities Financial Network August 2000 - February 2007
Skills
Microsoft Office, Statistical Modeling, Financial Analysis, Strategic Financial..., Financial Markets, General Securities..., Retirement Planning, Microsoft Excel, Minitab, Training, Earned Value Management, Volunteer Recruiting, Volunteering, Forecasting, Process Improvement, Finance, Financial Reporting, Data Analysis, Project Planning, Program Management, Business Analysis, MS Project, Financial Modeling, DoD, Contract Management, Risk Management, Procurement, Security Clearance, Cost Benefit, Variance Analysis, Cash Flow, Project Coordination, Access, PowerPoint, Operations Management, Visio, Budgets, Analysis, Six Sigma, Cross-functional Team..., Leadership, Government, Proposal Writing, Microsoft Project, Financial Planning
Education
Ashford University 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
University of Colorado at Colorado Springs 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.67
Michael Trejo Michael Trejo's Merrill Lynch Experience July 2013 - Present
Job Associate, Power Investment Banking at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch July 2013 - Present
Harvard University August 2012 - December 2012
The White House May 2011 - August 2011
Merrill Lynch June 2009 - August 2010
Skills
Financial Modeling, Public Policy, Valuation, Leadership, Economics, Fundraising, Private Equity, Strategy, Competitive Analysis, Mergers & Acquisitions, Policy, Analysis, Capital Markets, Investment Banking, Policy Analysis, Financial Analysis, Research
Education
Harvard Business School 2010 — 2013
Master's, Business Administration
Harvard Kennedy School of Government 2010 — 2013
Master's, Public Policy
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor's, Economics
Merrill Lynch July 2013 - Present
Harvard University August 2012 - December 2012
The White House May 2011 - August 2011
Merrill Lynch June 2009 - August 2010
Skills
Financial Modeling, Public Policy, Valuation, Leadership, Economics, Fundraising, Private Equity, Strategy, Competitive Analysis, Mergers & Acquisitions, Policy, Analysis, Capital Markets, Investment Banking, Policy Analysis, Financial Analysis, Research
Education
Harvard Business School 2010 — 2013
Master's, Business Administration
Harvard Kennedy School of Government 2010 — 2013
Master's, Public Policy
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor's, Economics
Boyd Grubbs Boyd Grubbs's Merrill Lynch Experience January 2010 - June 2010
Job Director at Capital Asset Exchange & Trading, LLC
Industry Semiconductors
Experience
Capital Asset Exchange & Trading, LLC November 2013 - Present
Capital Asset Exchange & Trading, LLC December 2012 - Present
Capital Asset Exchange and Trading, LLC September 2012 - Present
Capital Asset Exchange and Trading, LLC July 2011 - Present
Merrill Lynch January 2010 - June 2010
Skills
Financial Analysis, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Business Development, Product Marketing, Account Management, Market Research, Due Diligence, Project Management, New Business Development, Forecasting, Process Improvement, Leadership, Contract Negotiation, Management, Strategic Planning, Negotiation, Semiconductors, Product Development, Business Strategy, Start-ups, Analysis, Mergers & Acquisitions
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Finance, Accounting
Capital Asset Exchange & Trading, LLC November 2013 - Present
Capital Asset Exchange & Trading, LLC December 2012 - Present
Capital Asset Exchange and Trading, LLC September 2012 - Present
Capital Asset Exchange and Trading, LLC July 2011 - Present
Merrill Lynch January 2010 - June 2010
Skills
Financial Analysis, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Business Development, Product Marketing, Account Management, Market Research, Due Diligence, Project Management, New Business Development, Forecasting, Process Improvement, Leadership, Contract Negotiation, Management, Strategic Planning, Negotiation, Semiconductors, Product Development, Business Strategy, Start-ups, Analysis, Mergers & Acquisitions
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Finance, Accounting
Lori Avant Lori Avant's Merrill Lynch Experience 1983 - 1986
Job Eastern Regional Sales Manager at Nordic Naturals
Industry Wholesale
Experience
Alaffia Sustainable Skin Care January 2012 - July 2013
The Green Goddess Group May 2011 - December 2011
Shoemaker & Associates July 2010 - May 2011
Enesco. LLC March 2007 - July 2009
In The Event, LLC 2004 - 2007
Sycamore Gables 1993 - 2003
Various Atlanta Companies 1986 - 1993
Merrill Lynch 1983 - 1986
Skills
Sales Management, Marketing, Sales, Product Development, Leadership, Sales Operations, Business Development, Retail, Merchandising, Email Marketing, Project Planning, Cross-functional Team..., CRM, Management, Forecasting, Inventory Management, Team Building, Selling, Direct Sales, Marketing Strategy, Trade Shows, Product Marketing, Public Relations, Recruiting, Account Management, New Business Development, Key Account Management, Advertising, B2B, Cold Calling, Competitive Analysis, Consumer Products, Key Account Development, Negotiation, Market Planning, Pricing, Sales Presentations, Sales Process, Social Media Marketing, Start-ups, Strategic Partnerships, Time Management, P&L
Education
Arkansas State University 1981 — 1983
Oral Roberts University 1978 — 1980
Alaffia Sustainable Skin Care January 2012 - July 2013
The Green Goddess Group May 2011 - December 2011
Shoemaker & Associates July 2010 - May 2011
Enesco. LLC March 2007 - July 2009
In The Event, LLC 2004 - 2007
Sycamore Gables 1993 - 2003
Various Atlanta Companies 1986 - 1993
Merrill Lynch 1983 - 1986
Skills
Sales Management, Marketing, Sales, Product Development, Leadership, Sales Operations, Business Development, Retail, Merchandising, Email Marketing, Project Planning, Cross-functional Team..., CRM, Management, Forecasting, Inventory Management, Team Building, Selling, Direct Sales, Marketing Strategy, Trade Shows, Product Marketing, Public Relations, Recruiting, Account Management, New Business Development, Key Account Management, Advertising, B2B, Cold Calling, Competitive Analysis, Consumer Products, Key Account Development, Negotiation, Market Planning, Pricing, Sales Presentations, Sales Process, Social Media Marketing, Start-ups, Strategic Partnerships, Time Management, P&L
Education
Arkansas State University 1981 — 1983
Oral Roberts University 1978 — 1980
Gina Flores's Merrill Lynch Experience July 2007 - March 2009
Job Merrill Lynch
Industry Information Technology and Services
Experience
Broadway tax professional April 2012 - February 2015
Americare Services, Inc. January 2010 - April 2012
Jeffrey Samel & Partners March 2009 - August 2010
Merrill Lynch July 2007 - March 2009
St Nicks alliance July 1999 - June 2004
Skills
Microsoft Excel, PowerPoint, Process Improvement, Outlook, Strategic Planning, Coaching, Human Resources, Office Management, Administrative..., Public Speaking, Social Networking, Community Outreach, Customer Service, Microsoft Office, Training, Microsoft Word, Event Planning, Sales, Management
Education
Ashford University 2011 — 2014
Master, Education/Teaching of Individuals in Early Childhood Special Education Programs
Year up (pace University) 2007 — 2008
Computer Science
Broadway tax professional April 2012 - February 2015
Americare Services, Inc. January 2010 - April 2012
Jeffrey Samel & Partners March 2009 - August 2010
Merrill Lynch July 2007 - March 2009
St Nicks alliance July 1999 - June 2004
Skills
Microsoft Excel, PowerPoint, Process Improvement, Outlook, Strategic Planning, Coaching, Human Resources, Office Management, Administrative..., Public Speaking, Social Networking, Community Outreach, Customer Service, Microsoft Office, Training, Microsoft Word, Event Planning, Sales, Management
Education
Ashford University 2011 — 2014
Master, Education/Teaching of Individuals in Early Childhood Special Education Programs
Year up (pace University) 2007 — 2008
Computer Science
Andy Bohlig Andy Bohlig's Merrill Lynch Experience May 2010 - August 2010
Job Director at Ranger Design & Build
Industry Restaurants
Experience
Ranger Design & Build January 2014 - Present
Purple Holdings, Inc. November 2012 - Present
Papa Murphy's International 2012 - Present
Burns & Wilcox January 2011 - April 2012
Merrill Lynch May 2010 - August 2010
Skills
Underwriting, Property & Casualty..., Insurance, Financial Analysis, Risk Management, Commercial Insurance, Financial Modeling, Investments, Professional Liability, Liability, Microsoft Excel, Workers Compensation, Umbrella Insurance, Brokers, PowerPoint, Microsoft Office, Sales, Financial Reporting, Customer Service, General Insurance
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2010
BBA, Finance
Arizona State University - W. P. Carey School of Business 2006 — 2007
BBA, Finance
Ranger Design & Build January 2014 - Present
Purple Holdings, Inc. November 2012 - Present
Papa Murphy's International 2012 - Present
Burns & Wilcox January 2011 - April 2012
Merrill Lynch May 2010 - August 2010
Skills
Underwriting, Property & Casualty..., Insurance, Financial Analysis, Risk Management, Commercial Insurance, Financial Modeling, Investments, Professional Liability, Liability, Microsoft Excel, Workers Compensation, Umbrella Insurance, Brokers, PowerPoint, Microsoft Office, Sales, Financial Reporting, Customer Service, General Insurance
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2010
BBA, Finance
Arizona State University - W. P. Carey School of Business 2006 — 2007
BBA, Finance
Alex Fabiszak Alex Fabiszak's Merrill Lynch Experience June 2012 - August 2012
Job Mapping Specialist at Press Ganey
Industry Financial Services
Experience
Press Ganey October 2014 - Present
Maersk Line February 2014 - September 2014
TIAA-CREF June 2013 - September 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office..., Excel Analysis Tookpak, Salesforce CRM, Financial Ratio Analysis, Capital Budgeting, Statistical Analysis, Statistical Regression, Pro-Forma Projections, Fiscal Modeling, Corporate Financial...
Education
UNC-Asheville 2011 — 2013
Bachelor of Arts (B.A.), Economics
Asheville-Buncombe Technical Community College 2008 — 2011
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Press Ganey October 2014 - Present
Maersk Line February 2014 - September 2014
TIAA-CREF June 2013 - September 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office..., Excel Analysis Tookpak, Salesforce CRM, Financial Ratio Analysis, Capital Budgeting, Statistical Analysis, Statistical Regression, Pro-Forma Projections, Fiscal Modeling, Corporate Financial...
Education
UNC-Asheville 2011 — 2013
Bachelor of Arts (B.A.), Economics
Asheville-Buncombe Technical Community College 2008 — 2011
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Xi Han Xi Han's Merrill Lynch Experience July 2011 - August 2011
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs February 2014 - Present
Merrill Lynch July 2011 - August 2011
Skills
Bloomberg Terminal, Microsoft Office, Corporate Finance, DCF Valuation, Portfolio Management, Capital Budgeting, Financial Reporting, Financial Modeling, Tennis, Chinese, Equity Derivatives, LBO Valuation
Education
Arizona State University, W. P. Carey School of Business 2012 — 2013
Bachelor of Science (B.S.), Finance, 3.66
Indiana University Bloomington 2010 — 2012
Economics
Goldman Sachs February 2014 - Present
Merrill Lynch July 2011 - August 2011
Skills
Bloomberg Terminal, Microsoft Office, Corporate Finance, DCF Valuation, Portfolio Management, Capital Budgeting, Financial Reporting, Financial Modeling, Tennis, Chinese, Equity Derivatives, LBO Valuation
Education
Arizona State University, W. P. Carey School of Business 2012 — 2013
Bachelor of Science (B.S.), Finance, 3.66
Indiana University Bloomington 2010 — 2012
Economics
Brian Urry Brian Urry's Merrill Lynch Experience May 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
Arizona Diamondbacks March 2010 - May 2013
The Church of Jesus Christ of Latter-day Saints January 2006 - January 2008
Skills
Financial Modeling, Nonprofits, Financial Services, Wealth Management
Education
Arizona State University, W. P. Carey School of Business 2005 — 2011
Bachelor's Degree, Finance
McClintock High School
Merrill Lynch May 2013 - Present
Arizona Diamondbacks March 2010 - May 2013
The Church of Jesus Christ of Latter-day Saints January 2006 - January 2008
Skills
Financial Modeling, Nonprofits, Financial Services, Wealth Management
Education
Arizona State University, W. P. Carey School of Business 2005 — 2011
Bachelor's Degree, Finance
McClintock High School
Nathan Farr, CFP® Nathan Farr, CFP®'s Merrill Lynch Experience September 2003 - October 2009
Job Certified Financial Planner® & Branch Manager at Ziegler Wealth Management
Industry Financial Services
Experience
Ziegler November 2009 - Present
Merrill Lynch September 2003 - October 2009
Merrill Lynch September 2003 - October 2009
W.W. Grainger 1997 - 2001
Skills
Retirement Planning, Financial Planning, Investments, Asset Management, Wealth Management, Alternative Investments, Fixed Income, Financial Advice, Financial Advisory, Mutual Funds, Stock Market, Strategic Financial..., Series 7, Finance, Wealth
Education
Arizona State University, W. P. Carey School of Business 2001 — 2003
MBA
University of Wisconsin-Madison 1993 — 1997
BBA, Finance
University of Wisconsin-Madison - School of Business 1993 — 1997
BBA, Finance, Investment & Banking
Ziegler November 2009 - Present
Merrill Lynch September 2003 - October 2009
Merrill Lynch September 2003 - October 2009
W.W. Grainger 1997 - 2001
Skills
Retirement Planning, Financial Planning, Investments, Asset Management, Wealth Management, Alternative Investments, Fixed Income, Financial Advice, Financial Advisory, Mutual Funds, Stock Market, Strategic Financial..., Series 7, Finance, Wealth
Education
Arizona State University, W. P. Carey School of Business 2001 — 2003
MBA
University of Wisconsin-Madison 1993 — 1997
BBA, Finance
University of Wisconsin-Madison - School of Business 1993 — 1997
BBA, Finance, Investment & Banking
Matthew Norsworthy Matthew Norsworthy's Merrill Lynch Experience 2000 - 2002
Job Online Learning Consortium (formerly The Sloan Consortium); English/Humanities Professor
Industry Higher Education
Experience
Online Learning Consortium December 2013 - Present
Ashford University 2007 - Present
Self-employed September 2003 - Present
The Sloan Consortium, Inc. 2013 - December 2013
The Sloan Consortium, Inc. 2012 - June 2013
Coastal Georgia Regional Development Center 2008 - 2010
Liberty County Cultural and Historic Resources Committee 2007 - 2010
Savannah Technical College 2003 - 2010
National American University 2005 - 2008
Merrill Lynch 2000 - 2002
Skills
E-Learning, Creative Writing, Higher Education, Teaching, Research, Student Affairs, Instructional Design, Curriculum Development, Public Speaking, Nonprofits, Workshop Facilitation, Editing, Layout Editing, Adult Education, Curriculum Design, Distance Learning, Classroom, Moodle, Courses, Technical Writing, Educational Technology, Instructional Technology, University Teaching, Literature, History, Staff Development, Faculty Development, Teacher Training, College Teaching, Student Development, Academic Advising, Blended Learning, Grant Writing
Education
Benedictine University 2011 — 2015
Doctor of Education (Ed.D.), Higher Education and Organizational Change
National University 2006 — 2007
Master of Fine Arts (MFA), Creative Writing
Fort Hays State University 2004 — 2005
Master's of Liberal Studies, Humanities with a focus in English
Armstrong Atlantic State University 1993 — 1996
Bachelor of Arts (B.A.), English Language and Literature, General
University of London 1995 — 1995
British Studies, British History and British Drama
Online Learning Consortium December 2013 - Present
Ashford University 2007 - Present
Self-employed September 2003 - Present
The Sloan Consortium, Inc. 2013 - December 2013
The Sloan Consortium, Inc. 2012 - June 2013
Coastal Georgia Regional Development Center 2008 - 2010
Liberty County Cultural and Historic Resources Committee 2007 - 2010
Savannah Technical College 2003 - 2010
National American University 2005 - 2008
Merrill Lynch 2000 - 2002
Skills
E-Learning, Creative Writing, Higher Education, Teaching, Research, Student Affairs, Instructional Design, Curriculum Development, Public Speaking, Nonprofits, Workshop Facilitation, Editing, Layout Editing, Adult Education, Curriculum Design, Distance Learning, Classroom, Moodle, Courses, Technical Writing, Educational Technology, Instructional Technology, University Teaching, Literature, History, Staff Development, Faculty Development, Teacher Training, College Teaching, Student Development, Academic Advising, Blended Learning, Grant Writing
Education
Benedictine University 2011 — 2015
Doctor of Education (Ed.D.), Higher Education and Organizational Change
National University 2006 — 2007
Master of Fine Arts (MFA), Creative Writing
Fort Hays State University 2004 — 2005
Master's of Liberal Studies, Humanities with a focus in English
Armstrong Atlantic State University 1993 — 1996
Bachelor of Arts (B.A.), English Language and Literature, General
University of London 1995 — 1995
British Studies, British History and British Drama
John W. Collins John W. Collins's Merrill Lynch Experience March 2010 - August 2013
Job Online Retail, Ecommerce
Industry Retail
Experience
OmniiX March 2015 - Present
Au Contraire Concepts August 2013 - Present
Merrill Lynch March 2010 - August 2013
Uncap, Inc. 2006 - January 2010
Project Initiative, Inc. 2004 - 2006
Bank of Rogers 2004 - 2005
Wells Fargo Home Mortgage 2003 - 2004
Wells Fargo 2000 - 2003
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, 401k Rollovers, Retirement, Saving for Education, Mutual Funds, Series 63, Series 65, Life Insurance, Mortgage Lending, Credit Analysis, Real Estate Investment..., Small Business Lending, Small Business..., Credit, Sales
Education
University of Arkansas at Fayetteville 1999 — 2003
Bachelor of Science (B.S.), Financial Management and Investments
Arkansas State University 1997 — 1998
OmniiX March 2015 - Present
Au Contraire Concepts August 2013 - Present
Merrill Lynch March 2010 - August 2013
Uncap, Inc. 2006 - January 2010
Project Initiative, Inc. 2004 - 2006
Bank of Rogers 2004 - 2005
Wells Fargo Home Mortgage 2003 - 2004
Wells Fargo 2000 - 2003
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, 401k Rollovers, Retirement, Saving for Education, Mutual Funds, Series 63, Series 65, Life Insurance, Mortgage Lending, Credit Analysis, Real Estate Investment..., Small Business Lending, Small Business..., Credit, Sales
Education
University of Arkansas at Fayetteville 1999 — 2003
Bachelor of Science (B.S.), Financial Management and Investments
Arkansas State University 1997 — 1998
Falisha Hartenberger Falisha Hartenberger's Merrill Lynch Experience 2007 - 2011
Job AVP User Experience Engineer Bank of America
Industry Banking
Experience
Bank of America September 2011 - Present
Bank of America 2005 - 2014
Bank of America Merrill Lynch 2008 - 2011
Merrill Lynch 2007 - 2011
Bank of America Merrill Lynch June 2006 - 2008
Skills
User Experience, Interaction Design, Usability, Graphic Design, Wire Framing, Usability Testing, Web Content Management, Information Architecture, SharePoint, User Interface Design
Education
Art Institute of Philadelphia 2002 — 2005
Bachelor of Science, Art, Graphic Design, Multi Media, Web Design, User Experiance Design
Ocean County College 1997 — 2002
Associates of Science, Art, Art History, Science
Bank of America September 2011 - Present
Bank of America 2005 - 2014
Bank of America Merrill Lynch 2008 - 2011
Merrill Lynch 2007 - 2011
Bank of America Merrill Lynch June 2006 - 2008
Skills
User Experience, Interaction Design, Usability, Graphic Design, Wire Framing, Usability Testing, Web Content Management, Information Architecture, SharePoint, User Interface Design
Education
Art Institute of Philadelphia 2002 — 2005
Bachelor of Science, Art, Graphic Design, Multi Media, Web Design, User Experiance Design
Ocean County College 1997 — 2002
Associates of Science, Art, Art History, Science
Jason Loewen Jason Loewen's Merrill Lynch Experience October 2000 - April 2003
Job President at Reliant Portfolio Management
Industry Real Estate
Experience
Reliant Portfolio Management November 2010 - Present
J and J Marketing LLC February 2006 - Present
Merrill Lynch October 2000 - April 2003
Skills
Real Estate, Investments, Investors, Management, Strategy, Commercial Real Estate, Loans, Investment Properties, Real Estate Economics, Marketing, Entrepreneurship, Property, Single Family Homes, Finance, Leadership
Education
Arizona State University, W. P. Carey School of Business
Pacific Union College 1994 — 1998
BS, Business Adminstration
Reliant Portfolio Management November 2010 - Present
J and J Marketing LLC February 2006 - Present
Merrill Lynch October 2000 - April 2003
Skills
Real Estate, Investments, Investors, Management, Strategy, Commercial Real Estate, Loans, Investment Properties, Real Estate Economics, Marketing, Entrepreneurship, Property, Single Family Homes, Finance, Leadership
Education
Arizona State University, W. P. Carey School of Business
Pacific Union College 1994 — 1998
BS, Business Adminstration
Gwendolyn Bartlett Gwendolyn Bartlett's Merrill Lynch Experience February 2014 - Present
Job Customer Service Representative at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Bank of America May 2012 - August 2013
Bank of America Merrill Lynch September 2011 - May 2012
Six Flags Great Adventure February 2008 - September 2011
Skills
Customer Service, Outlook, PeopleSoft, Microsoft Excel, Onboarding, Microsoft Office, Human Resources, Employee Relations, Recruiting, Training, PowerPoint, Time Management, Microsoft Word, HRIS, Call Center
Education
Art Institute of Fort Lauderdale 1998 — 2000
Associate of Arts and Sciences (A.A.S.), Culinary Arts/Chef Training
Merrill Lynch February 2014 - Present
Bank of America May 2012 - August 2013
Bank of America Merrill Lynch September 2011 - May 2012
Six Flags Great Adventure February 2008 - September 2011
Skills
Customer Service, Outlook, PeopleSoft, Microsoft Excel, Onboarding, Microsoft Office, Human Resources, Employee Relations, Recruiting, Training, PowerPoint, Time Management, Microsoft Word, HRIS, Call Center
Education
Art Institute of Fort Lauderdale 1998 — 2000
Associate of Arts and Sciences (A.A.S.), Culinary Arts/Chef Training
Jeffrey Brecht Jeffrey Brecht's Merrill Lynch Experience February 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Morgan Stanley Wealth Management August 2013 - December 2014
Vanguard June 2012 - March 2013
Apple September 2010 - December 2011
Arizona State University August 2009 - September 2010
Apple Retail June 2007 - August 2008
Skills
Leadership, Investments, Portfolio Management, Equity Research, Options Strategies, Fixed Income Analysis, Mutual Funds, Financial Analysis, Trading, Sales, Customer Service, Teamwork, Training, Business Development, Microsoft Office, OS X, PowerPoint, Microsoft Excel, Microsoft Word, Financial Modeling, Analysis, Equity Trading, Fixed Income, Options, Suitability, Excel, Data Analysis, Outlook, Social Media, Windows
Education
Arizona State University - W. P. Carey School of Business 2006 — 2012
Bachelor of Science (B.S.), Finance, Economics, International Business
The University of South Dakota 2008 — 2009
Finance
Desert Vista High School 2002 — 2006
Merrill Lynch February 2015 - Present
Morgan Stanley Wealth Management August 2013 - December 2014
Vanguard June 2012 - March 2013
Apple September 2010 - December 2011
Arizona State University August 2009 - September 2010
Apple Retail June 2007 - August 2008
Skills
Leadership, Investments, Portfolio Management, Equity Research, Options Strategies, Fixed Income Analysis, Mutual Funds, Financial Analysis, Trading, Sales, Customer Service, Teamwork, Training, Business Development, Microsoft Office, OS X, PowerPoint, Microsoft Excel, Microsoft Word, Financial Modeling, Analysis, Equity Trading, Fixed Income, Options, Suitability, Excel, Data Analysis, Outlook, Social Media, Windows
Education
Arizona State University - W. P. Carey School of Business 2006 — 2012
Bachelor of Science (B.S.), Finance, Economics, International Business
The University of South Dakota 2008 — 2009
Finance
Desert Vista High School 2002 — 2006
Sydney Correa's Merrill Lynch Experience June 2015 - Present
Job GWIM Operations Summer Analyst at Merrill Lynch
Industry Legal Services
Experience
Merrill Lynch June 2015 - Present
Gaxiola and Associates, PLLC August 2014 - February 2015
Benedetto Torgenson Maurer, PLC May 2014 - August 2014
Arizona Bar Foundation (Arizona Foundation for Legal Services & Education) January 2014 - May 2014
Education
Arizona State University, W. P. Carey School of Business 2012 — 2016
Bachelor of Arts (B.A.), Business (Public Service and Public Policy) ; Political Science, Minor
Merrill Lynch June 2015 - Present
Gaxiola and Associates, PLLC August 2014 - February 2015
Benedetto Torgenson Maurer, PLC May 2014 - August 2014
Arizona Bar Foundation (Arizona Foundation for Legal Services & Education) January 2014 - May 2014
Education
Arizona State University, W. P. Carey School of Business 2012 — 2016
Bachelor of Arts (B.A.), Business (Public Service and Public Policy) ; Political Science, Minor
Lyudmila Belzer Lyudmila Belzer's Merrill Lynch Experience June 1996 - June 1999
Job Production Support Specialist at City of New York
Industry Financial Services
Experience
City of New York July 2013 - Present
UBS Wealth Management June 1999 - November 2012
Merrill Lynch June 1996 - June 1999
Skills
COBOL, COBOLII, CICS, SQL, JCL, VSAM, Secure FTP, NDM, MQSeries, Websphere, SDLC, DB2, Equities
Education
NYU,School of Continuing Education
ASA Institute of Business and Computer Technology 1992 — 1993
Odessa National 'I.I. Mecnikov' University 1976 — 1981
Bachelor of Science (BS), Computer Science
City of New York July 2013 - Present
UBS Wealth Management June 1999 - November 2012
Merrill Lynch June 1996 - June 1999
Skills
COBOL, COBOLII, CICS, SQL, JCL, VSAM, Secure FTP, NDM, MQSeries, Websphere, SDLC, DB2, Equities
Education
NYU,School of Continuing Education
ASA Institute of Business and Computer Technology 1992 — 1993
Odessa National 'I.I. Mecnikov' University 1976 — 1981
Bachelor of Science (BS), Computer Science
Stephanie Suskind Stephanie Suskind's Merrill Lynch Experience February 2010 - May 2010
Job Associate Digital Marketing Manager at Macy's
Industry Marketing and Advertising
Experience
Macy's February 2015 - Present
Macys.com April 2014 - February 2015
Macys.com September 2012 - April 2014
University Sports Publications January 2012 - June 2012
Defero January 2011 - May 2011
Cramer Krasselt August 2010 - December 2010
American Marketing Association August 2010 - December 2010
Merrill Lynch February 2010 - May 2010
Skills
Social Media Marketing, Social Media, Facebook, Digital Marketing, Online Advertising, SEM, SEO, Advertising, Email Marketing, Marketing Strategy, Google Analytics, Marketing Communications, Google Adwords, Digital Media, Social Networking, Public Relations, Marketing, Market Research, Event Planning, PPC
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Business, Communication, International Business
Vysoká škola ekonomická v Praze 2010 — 2010
Study Abroad, International Principles of Business
Hong Kong Polytechnic 2009 — 2010
Semester Study Abroad, International Marketing
Macy's February 2015 - Present
Macys.com April 2014 - February 2015
Macys.com September 2012 - April 2014
University Sports Publications January 2012 - June 2012
Defero January 2011 - May 2011
Cramer Krasselt August 2010 - December 2010
American Marketing Association August 2010 - December 2010
Merrill Lynch February 2010 - May 2010
Skills
Social Media Marketing, Social Media, Facebook, Digital Marketing, Online Advertising, SEM, SEO, Advertising, Email Marketing, Marketing Strategy, Google Analytics, Marketing Communications, Google Adwords, Digital Media, Social Networking, Public Relations, Marketing, Market Research, Event Planning, PPC
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Business, Communication, International Business
Vysoká škola ekonomická v Praze 2010 — 2010
Study Abroad, International Principles of Business
Hong Kong Polytechnic 2009 — 2010
Semester Study Abroad, International Marketing
Katherine Marwede's Merrill Lynch Experience March 1994 - July 1995
Job Marketing Consultant at Evergreen Diversified, LLC
Industry Writing and Editing
Experience
Evergreen Diversified, LLC April 2004 - Present
SunTrust Bank September 1995 - April 1997
Merrill Lynch March 1994 - July 1995
Community Psychiatric Clinic November 1990 - October 1993
Hobson & Barnes March 1986 - May 1990
American Medical International February 1982 - October 1985
Skills
Strategic Planning, Corporate Entreperuer, Problem Solver, Launch Experience, Department Start-ups, Account Management, Organizational..., Strategic Visionary, Medical Academic Course..., Experienced Change Agent, Contract Negotiation, Financial Services, Marketing..., Excellent Writer..., Computer Literate (MS,...
Education
Georgia State University 2000 — 2001
Master's Degree, Applied/Professional Ethics (1 yr), finished one year
Valdosta State University
Certification (CACM), Alternative and Complementary Medical Support Services
University of Louisville
Applied Art Sciene, Marketing Communication
Armstrong Atlantic State University
Bachelor of Science (BS), Secondary Education
Armstrong Atlantic State University
Associate of Science (A.S.), Dental Hygiene/Hygienist
Evergreen Diversified, LLC April 2004 - Present
SunTrust Bank September 1995 - April 1997
Merrill Lynch March 1994 - July 1995
Community Psychiatric Clinic November 1990 - October 1993
Hobson & Barnes March 1986 - May 1990
American Medical International February 1982 - October 1985
Skills
Strategic Planning, Corporate Entreperuer, Problem Solver, Launch Experience, Department Start-ups, Account Management, Organizational..., Strategic Visionary, Medical Academic Course..., Experienced Change Agent, Contract Negotiation, Financial Services, Marketing..., Excellent Writer..., Computer Literate (MS,...
Education
Georgia State University 2000 — 2001
Master's Degree, Applied/Professional Ethics (1 yr), finished one year
Valdosta State University
Certification (CACM), Alternative and Complementary Medical Support Services
University of Louisville
Applied Art Sciene, Marketing Communication
Armstrong Atlantic State University
Bachelor of Science (BS), Secondary Education
Armstrong Atlantic State University
Associate of Science (A.S.), Dental Hygiene/Hygienist
Nathaniel Hake's Merrill Lynch Experience September 2009 - June 2010
Job Principal Financial Analyst, Investment Mgmt Finance at BNY Mellon
Industry Banking
Experience
BNY Mellon February 2013 - Present
Bank of New York Mellon August 2010 - February 2013
Merrill Lynch September 2009 - June 2010
Quick Med Claims June 2009 - November 2009
WellSpan Health May 2008 - August 2008
Education
University of Pittsburgh 2009 — 2010
Bachelor's degree, Finance, Economics
Arizona State University, W. P. Carey School of Business 2006 — 2009
Supply Chain Management, Economics
BNY Mellon February 2013 - Present
Bank of New York Mellon August 2010 - February 2013
Merrill Lynch September 2009 - June 2010
Quick Med Claims June 2009 - November 2009
WellSpan Health May 2008 - August 2008
Education
University of Pittsburgh 2009 — 2010
Bachelor's degree, Finance, Economics
Arizona State University, W. P. Carey School of Business 2006 — 2009
Supply Chain Management, Economics
Jill Lohr Jill Lohr's Merrill Lynch Experience December 2006 - January 2011
Job Vice President at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities January 2011 - Present
Merrill Lynch December 2006 - January 2011
Bank of America 1993 - 2006
Education
Arkansas State University 1991 — 1992
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1984 — 1987
Bachelor of Science (B.S.), Finance
JP Morgan Securities January 2011 - Present
Merrill Lynch December 2006 - January 2011
Bank of America 1993 - 2006
Education
Arkansas State University 1991 — 1992
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1984 — 1987
Bachelor of Science (B.S.), Finance
Alicia Husband Alicia Husband's Merrill Lynch Experience April 2005 - July 2008
Job President & CEO at Pink Butterflies
Industry Retail
Experience
Pink Butterflies February 2012 - Present
Traci Lynn Fashion Jewelry January 2012 - Present
American Express November 2010 - Present
Pure Romance February 2009 - Present
Wells Fargo January 2010 - November 2010
Merrill Lynch April 2005 - July 2008
Cumulus Broadcasting July 2003 - May 2004
Credit Suisse January 2000 - June 2003
Skills
Blogging, Sexuality Education, Retail, Creative Writing, Social Networking, Microsoft Office, Small Business, Writing, Customer Service, Research, Administrative Support
Education
Ashford University 2013 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Stony Brook University 1994 — 2002
BA, Social Sciences
Pink Butterflies February 2012 - Present
Traci Lynn Fashion Jewelry January 2012 - Present
American Express November 2010 - Present
Pure Romance February 2009 - Present
Wells Fargo January 2010 - November 2010
Merrill Lynch April 2005 - July 2008
Cumulus Broadcasting July 2003 - May 2004
Credit Suisse January 2000 - June 2003
Skills
Blogging, Sexuality Education, Retail, Creative Writing, Social Networking, Microsoft Office, Small Business, Writing, Customer Service, Research, Administrative Support
Education
Ashford University 2013 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Stony Brook University 1994 — 2002
BA, Social Sciences
Skyler Nelles Skyler Nelles's Merrill Lynch Experience September 2000 - May 2001
Job Software Designer
Industry Internet
Experience
Tasti Media January 2008 - Present
Prenovo January 2015 - May 2015
Ideomed, Inc. January 2013 - December 2014
Team Detroit October 2012 - December 2012
The Lead Company October 2011 - October 2012
NuArt Signs & Graphics January 2010 - October 2011
Pro Web Marketing January 2009 - December 2009
Britten Inc August 2006 - January 2009
9 and 10 News April 2008 - July 2008
Merrill Lynch September 2000 - May 2001
Skills
Interaction Design, Web Development, SEO, Graphic Design, Art Direction, Logo Design, Adobe Creative Suite, Illustrator, InDesign, Email Marketing, Dreamweaver, HTML, CSS, Social Media, Google Analytics, HTML5, Social Media Marketing, Online Marketing, Mac, Blogging, Brochures, Word, Website Development, Typography, Microsoft Office, SEM, Corporate Identity, PHP, PowerPoint, Layout, Creative Direction, Advertising, Corporate Branding, JavaScript, Microsoft Excel, Ruby on Rails, User Experience, Branding & Identity, Creative Consultation, Web Deisgn, Information Architecture, Web Design, WordPress, Photoshop, Adobe Acrobat, Print Production, Amazon Web Services..., Mobile Applications, Front-end, HTML 5
Education
Kendall College of Art & Design 2003 — 2006
Visual Communications, Graphic/Web Design
Factory coLearning 2013 — 2013
certificate, Ruby on Rails
Grand Valley State University 2001 — 2002
Art Institute of Pittsburgh 2007 — 2008
Web Development
Northwestern Michigan College 1999 — 2001
Business Administration and Management, General
Traverse City Central High School 1996 — 1999
General Education
Tasti Media January 2008 - Present
Prenovo January 2015 - May 2015
Ideomed, Inc. January 2013 - December 2014
Team Detroit October 2012 - December 2012
The Lead Company October 2011 - October 2012
NuArt Signs & Graphics January 2010 - October 2011
Pro Web Marketing January 2009 - December 2009
Britten Inc August 2006 - January 2009
9 and 10 News April 2008 - July 2008
Merrill Lynch September 2000 - May 2001
Skills
Interaction Design, Web Development, SEO, Graphic Design, Art Direction, Logo Design, Adobe Creative Suite, Illustrator, InDesign, Email Marketing, Dreamweaver, HTML, CSS, Social Media, Google Analytics, HTML5, Social Media Marketing, Online Marketing, Mac, Blogging, Brochures, Word, Website Development, Typography, Microsoft Office, SEM, Corporate Identity, PHP, PowerPoint, Layout, Creative Direction, Advertising, Corporate Branding, JavaScript, Microsoft Excel, Ruby on Rails, User Experience, Branding & Identity, Creative Consultation, Web Deisgn, Information Architecture, Web Design, WordPress, Photoshop, Adobe Acrobat, Print Production, Amazon Web Services..., Mobile Applications, Front-end, HTML 5
Education
Kendall College of Art & Design 2003 — 2006
Visual Communications, Graphic/Web Design
Factory coLearning 2013 — 2013
certificate, Ruby on Rails
Grand Valley State University 2001 — 2002
Art Institute of Pittsburgh 2007 — 2008
Web Development
Northwestern Michigan College 1999 — 2001
Business Administration and Management, General
Traverse City Central High School 1996 — 1999
General Education
Christopher Bade's Merrill Lynch Experience June 2012 - August 2012
Job Associate at Mica CreekSagamore Capital Partners, LLC
Industry Financial Services
Experience
Mica Creek-Sagamore Capital Partners, LLC September 2014 - Present
Source Capital Group February 2014 - Present
Arizona State University Men's Rowing May 2011 - May 2013
Merrill Lynch June 2012 - August 2012
BADE COMPANIES August 2007 - September 2011
Skills
Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Strategic Planning, Public Speaking, Customer Service, Business Development, Social Media, Social Media Marketing, HTML, Windows, Financial Analysis, Photoshop, Statistical Data..., Sales, Cold Calling, Construction, Project Bidding, Leadership, Contract Negotiation, Budgets, Marketing, Team Building, Finance, CRM, Team Leadership, Investments, Time Management
Education
Arizona State University, W. P. Carey School of Business 2008 — 2013
Bachelor of Science (B.S.), Economics, Finance
Centennial High School 2004 — 2007
Mica Creek-Sagamore Capital Partners, LLC September 2014 - Present
Source Capital Group February 2014 - Present
Arizona State University Men's Rowing May 2011 - May 2013
Merrill Lynch June 2012 - August 2012
BADE COMPANIES August 2007 - September 2011
Skills
Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Strategic Planning, Public Speaking, Customer Service, Business Development, Social Media, Social Media Marketing, HTML, Windows, Financial Analysis, Photoshop, Statistical Data..., Sales, Cold Calling, Construction, Project Bidding, Leadership, Contract Negotiation, Budgets, Marketing, Team Building, Finance, CRM, Team Leadership, Investments, Time Management
Education
Arizona State University, W. P. Carey School of Business 2008 — 2013
Bachelor of Science (B.S.), Economics, Finance
Centennial High School 2004 — 2007
Christian Faino Christian Faino's Merrill Lynch Experience March 1999 - March 2001
Job Advisor Consultant
Industry Financial Services
Experience
Delaware Investments June 2012 - Present
BlackRock Investments February 2007 - January 2012
Sentinel Financial Services December 2005 - February 2007
Gartmore Funds December 2004 December 2004 - November 2005
Merrill Lynch Private Client Group March 2001 - May 2003
Merrill Lynch March 1999 - March 2001
Skills
Mutual Funds, Investments, Alternative Investments, Asset Allocation, Fixed Income, Separately Managed..., Series 7, Equities, Series 66, Bonds, Asset Management, Closed-end Funds, Securities, ETFs, Morningstar, Capital Markets, skiing, Cycling, Running, Sales, Financial Markets, Financial Advisory, Investment Management, FINRA, Investment Strategies, Uniform Combined State...
Education
Temple University 1994 — 1998
Bachelors of Business Administration (BBA), Finance and Economics
Art Institute of Philadelphia
Delaware Investments June 2012 - Present
BlackRock Investments February 2007 - January 2012
Sentinel Financial Services December 2005 - February 2007
Gartmore Funds December 2004 December 2004 - November 2005
Merrill Lynch Private Client Group March 2001 - May 2003
Merrill Lynch March 1999 - March 2001
Skills
Mutual Funds, Investments, Alternative Investments, Asset Allocation, Fixed Income, Separately Managed..., Series 7, Equities, Series 66, Bonds, Asset Management, Closed-end Funds, Securities, ETFs, Morningstar, Capital Markets, skiing, Cycling, Running, Sales, Financial Markets, Financial Advisory, Investment Management, FINRA, Investment Strategies, Uniform Combined State...
Education
Temple University 1994 — 1998
Bachelors of Business Administration (BBA), Finance and Economics
Art Institute of Philadelphia
Justin Nielson Justin Nielson's Merrill Lynch Experience October 2005 - September 2007
Job Senior Research Analyst at SNL Kagan
Industry Market Research
Experience
SNL Financial November 2007 - Present
Merrill Lynch October 2005 - September 2007
Skills
Market Research, Digital Media, New Media, Competitive Analysis, Market Analysis, Analytics, Social Media Marketing, Lead Generation, Online Advertising, Strategic Partnerships, Digital Strategy
Education
Arizona State University - W. P. Carey School of Business 1995 — 1999
SNL Financial November 2007 - Present
Merrill Lynch October 2005 - September 2007
Skills
Market Research, Digital Media, New Media, Competitive Analysis, Market Analysis, Analytics, Social Media Marketing, Lead Generation, Online Advertising, Strategic Partnerships, Digital Strategy
Education
Arizona State University - W. P. Carey School of Business 1995 — 1999
Deb Gaveglio, M.S. Deb Gaveglio, M.S.'s Merrill Lynch Experience September 1991 - November 2001
Job Senior Policy Analyst at Federal Housing Finance Agency Office of Housing & Regulatory Policy
Industry Financial Services
Experience
Federal Housing Finance Agency September 2013 - Present
Making Home Affordable (HAMP) June 2012 - August 2013
Actualize Consulting February 2011 - May 2012
Self Employed 2012 - 2012
Freddie Mac September 2009 - November 2010
Credit Suisse January 2005 - March 2008
Clayton 2005 - 2005
UBS 2004 - 2004
Merrill Lynch September 1991 - November 2001
Skills
Asset Managment, Credit Risk, Loss Mitigation, Data Mining, Mortgage Lending, Banking, Capital Markets, Financial Services, Loans, Financial Analysis, Valuation, Process Improvement, Derivatives, Investments, Securities, Financial Modeling, Finance, Operational Risk..., SDLC, Enterprise Risk..., Fixed Income, Program Management, Mortgage Banking, Asset Management, Securitization, Management, Loan Origination, Business Process, Underwriting, Analysis
Education
Utica College 2009 — 2011
Masters of Science, Economic Crime Management
Art Institute of Philadelphia 2002 — 2004
Associates, Photography
Down Dog Yoga
Down Dog Yoga
Montclair State University
Pompton Lakes High School
HS Diploma, College Prep
Rutgers University-New Brunswick
Bachelors, Organizational Communications
Federal Housing Finance Agency September 2013 - Present
Making Home Affordable (HAMP) June 2012 - August 2013
Actualize Consulting February 2011 - May 2012
Self Employed 2012 - 2012
Freddie Mac September 2009 - November 2010
Credit Suisse January 2005 - March 2008
Clayton 2005 - 2005
UBS 2004 - 2004
Merrill Lynch September 1991 - November 2001
Skills
Asset Managment, Credit Risk, Loss Mitigation, Data Mining, Mortgage Lending, Banking, Capital Markets, Financial Services, Loans, Financial Analysis, Valuation, Process Improvement, Derivatives, Investments, Securities, Financial Modeling, Finance, Operational Risk..., SDLC, Enterprise Risk..., Fixed Income, Program Management, Mortgage Banking, Asset Management, Securitization, Management, Loan Origination, Business Process, Underwriting, Analysis
Education
Utica College 2009 — 2011
Masters of Science, Economic Crime Management
Art Institute of Philadelphia 2002 — 2004
Associates, Photography
Down Dog Yoga
Down Dog Yoga
Montclair State University
Pompton Lakes High School
HS Diploma, College Prep
Rutgers University-New Brunswick
Bachelors, Organizational Communications
Bridgette LaQue's Merrill Lynch Experience November 2004 - December 2013
Job Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
Merrill Lynch November 2004 - December 2013
Bank of America July 2006 - December 2008
Bank of America January 2005 - July 2006
US Navy December 1999 - February 2004
Skills
Series 7, Wealth Management, Series 63, Credit, Series 6, Risk Management, Lending Solutions, Mortgage Lending, Salesforce.com, Sales&Marketing, Organization Growth, Prospecting Skills, Wealth Management..., Liquidity Management, Liquidity Risk, Liquidity Solutions, commercial credit, small business..., estate planning, Gold Star Families, Military Benefits..., Custom Lending, Networking, Investment Backed..., SBA, Estate Planning, Banking, Financial Advisory, Commercial Lending, Private Banking, High Net Worth...
Education
Arizona State University
Morgan Stanley December 2013 - Present
Merrill Lynch November 2004 - December 2013
Bank of America July 2006 - December 2008
Bank of America January 2005 - July 2006
US Navy December 1999 - February 2004
Skills
Series 7, Wealth Management, Series 63, Credit, Series 6, Risk Management, Lending Solutions, Mortgage Lending, Salesforce.com, Sales&Marketing, Organization Growth, Prospecting Skills, Wealth Management..., Liquidity Management, Liquidity Risk, Liquidity Solutions, commercial credit, small business..., estate planning, Gold Star Families, Military Benefits..., Custom Lending, Networking, Investment Backed..., SBA, Estate Planning, Banking, Financial Advisory, Commercial Lending, Private Banking, High Net Worth...
Education
Arizona State University
Shemeka Flores's Merrill Lynch Experience May 2007 - September 2007
Job Client Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank April 2013 - Present
Deutsche Bank March 2012 - April 2013
Plural Investments, LLC April 2010 - December 2011
The Schochet Residence December 2008 - April 2010
Fortress Investment Group September 2007 - December 2008
Merrill Lynch May 2007 - September 2007
Regus Business Centre January 2002 - May 2007
Skills
Accounts Payable, Accounts Receivable, Administrative..., Bloomberg, Coordination, Customer Service, Employee Benefits, Event Management, Event Planning, Filing, Invoicing, Lotus Notes, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Online Research, Outlook, Portfolio Management, PowerPoint, Recruiting, Social Networking, Teamwork, Telephone Skills, Asset Managment, Budgets, Business Development, Calendaring, Financial Analysis, Hedge Funds, Human Resources, Investments, Marketing, Office Equipment, Risk Management, System Administration, Trading
Education
Ashford University 2008 — 2014
Bachelors of Arts, Social Science with Education Concentration
Deutsche Bank April 2013 - Present
Deutsche Bank March 2012 - April 2013
Plural Investments, LLC April 2010 - December 2011
The Schochet Residence December 2008 - April 2010
Fortress Investment Group September 2007 - December 2008
Merrill Lynch May 2007 - September 2007
Regus Business Centre January 2002 - May 2007
Skills
Accounts Payable, Accounts Receivable, Administrative..., Bloomberg, Coordination, Customer Service, Employee Benefits, Event Management, Event Planning, Filing, Invoicing, Lotus Notes, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Online Research, Outlook, Portfolio Management, PowerPoint, Recruiting, Social Networking, Teamwork, Telephone Skills, Asset Managment, Budgets, Business Development, Calendaring, Financial Analysis, Hedge Funds, Human Resources, Investments, Marketing, Office Equipment, Risk Management, System Administration, Trading
Education
Ashford University 2008 — 2014
Bachelors of Arts, Social Science with Education Concentration
Sharon Best Sharon Best's Merrill Lynch Experience June 2009 - June 2011
Job Investment Advisor Representative at Meixler Investment Management
Industry Financial Services
Experience
Meixler Investment Management January 2014 - Present
Crowell Weedon June 2011 - June 2012
Merrill Lynch June 2009 - June 2011
Skills
Wealth Management, Insurance, Financial Services, Investments, Retirement Planning, Portfolio Management, Investment Advisory, Loans, Mortgage Lending, Small Business, Asset Management, Financial Analysis, Real Estate, Asset Managment
Education
UCSB 2012 — 2014
CFP, FINANCE
UCSB 2011 — 2014
MBA, FINANCE
College for Financial Planning 2010 — 2011
CRPC, Retirement Plan Expert
The American College 2009 — 2011
CFP, Certified Financial Planner Designation
Arizona State University, W. P. Carey School of Business 1999 — 2004
B.S., Finance
Meixler Investment Management January 2014 - Present
Crowell Weedon June 2011 - June 2012
Merrill Lynch June 2009 - June 2011
Skills
Wealth Management, Insurance, Financial Services, Investments, Retirement Planning, Portfolio Management, Investment Advisory, Loans, Mortgage Lending, Small Business, Asset Management, Financial Analysis, Real Estate, Asset Managment
Education
UCSB 2012 — 2014
CFP, FINANCE
UCSB 2011 — 2014
MBA, FINANCE
College for Financial Planning 2010 — 2011
CRPC, Retirement Plan Expert
The American College 2009 — 2011
CFP, Certified Financial Planner Designation
Arizona State University, W. P. Carey School of Business 1999 — 2004
B.S., Finance
Stacey Harral's Merrill Lynch Experience November 2006 - Present
Job Resident Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2006 - Present
Morgan Stanley January 1997 - November 2006
Skills
Series 7, Retirement Planning, Asset Allocation, Investments, Securities, Investment Advisory, Estate Planning, Strategic Financial..., Series 9, Series 10
Education
University of Arkansas at Little Rock 1989 — 2002
Master's degree, Business Administration and Management, General
Arkansas State University 1984 — 1988
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Merrill Lynch November 2006 - Present
Morgan Stanley January 1997 - November 2006
Skills
Series 7, Retirement Planning, Asset Allocation, Investments, Securities, Investment Advisory, Estate Planning, Strategic Financial..., Series 9, Series 10
Education
University of Arkansas at Little Rock 1989 — 2002
Master's degree, Business Administration and Management, General
Arkansas State University 1984 — 1988
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Rene Espinoza Rene Espinoza's Merrill Lynch Experience March 2010 - July 2011
Job Financial AdvisorFranchise Owner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 1998 - Present
Merrill Lynch March 2010 - July 2011
Ameriprise Financial December 1999 - March 2010
Education
Arizona State University, W. P. Carey School of Business 1992 — 1998
BS, Finance
Ameriprise Financial Services, Inc. July 1998 - Present
Merrill Lynch March 2010 - July 2011
Ameriprise Financial December 1999 - March 2010
Education
Arizona State University, W. P. Carey School of Business 1992 — 1998
BS, Finance
Matthew Gaspar Matthew Gaspar's Merrill Lynch Experience January 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Venture Capital & Private Equity
Experience
Merrill Lynch January 2010 - Present
Intel 2007 - 2008
Skills
Estate Planning, Management, Financial Advisory, Financial Modeling, Portfolio Management, Retirement Planning, Finance, Investments, Financial Analysis, Wealth Management, Strategic Planning, Strategy, Venture Capital, Investment Strategies, Asset Management, Wealth, Strategic Financial..., Financial Services, Valuation, Business Strategy, Corporate Development, Team Leadership
Education
Thunderbird School of Global Management 2008 — 2009
Arizona State University - W. P. Carey School of Business
Merrill Lynch January 2010 - Present
Intel 2007 - 2008
Skills
Estate Planning, Management, Financial Advisory, Financial Modeling, Portfolio Management, Retirement Planning, Finance, Investments, Financial Analysis, Wealth Management, Strategic Planning, Strategy, Venture Capital, Investment Strategies, Asset Management, Wealth, Strategic Financial..., Financial Services, Valuation, Business Strategy, Corporate Development, Team Leadership
Education
Thunderbird School of Global Management 2008 — 2009
Arizona State University - W. P. Carey School of Business
Sareh Sabripour Sareh Sabripour's Merrill Lynch Experience February 2008 - May 2008
Job Radiation Therapist
Industry Hospital & Health Care
Experience
Savannah Oncology Center August 2009 - February 2011
University of Florida Proton Therapy Institute June 2010 - August 2010
Mercer Medical School January 2009 - May 2010
MD Anderson Cancer Center January 2010 - March 2010
South East Georgia Regional Cancer Institute January 2010 - March 2010
Club Z! In-Home Tutoring January 2008 - January 2009
Merrill Lynch February 2008 - May 2008
Georgia Institute of Technology May 2006 - December 2006
Georgia Institute of Technology January 2006 - May 2006
Keller Williams Realty Atlanta Partners May 2005 - February 2006
Education
Armstrong State University 2008 — 2011
Bachelors, Radiation Therapy
Georgia Institute of Technology 2004 — 2008
Bachelors, Biology
Savannah Oncology Center August 2009 - February 2011
University of Florida Proton Therapy Institute June 2010 - August 2010
Mercer Medical School January 2009 - May 2010
MD Anderson Cancer Center January 2010 - March 2010
South East Georgia Regional Cancer Institute January 2010 - March 2010
Club Z! In-Home Tutoring January 2008 - January 2009
Merrill Lynch February 2008 - May 2008
Georgia Institute of Technology May 2006 - December 2006
Georgia Institute of Technology January 2006 - May 2006
Keller Williams Realty Atlanta Partners May 2005 - February 2006
Education
Armstrong State University 2008 — 2011
Bachelors, Radiation Therapy
Georgia Institute of Technology 2004 — 2008
Bachelors, Biology
Auroon Thapa's Merrill Lynch Experience September 2010 - April 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
JP Morgan Securities April 2012 - May 2015
Merrill Lynch September 2010 - April 2012
Education
Arizona State University, W. P. Carey School of Business
MBA, Entrepreneurship & Finance
Arizona State University, W. P. Carey School of Business 2003 — 2007
BS, Marketing
Ameriprise Financial Services, Inc. June 2015 - Present
JP Morgan Securities April 2012 - May 2015
Merrill Lynch September 2010 - April 2012
Education
Arizona State University, W. P. Carey School of Business
MBA, Entrepreneurship & Finance
Arizona State University, W. P. Carey School of Business 2003 — 2007
BS, Marketing
Paul Fiebiger Paul Fiebiger's Merrill Lynch Experience January 2000 - January 2001
Job Technical Management & Solution Engineering
Industry Entertainment
Experience
Walt Disney Animation Studios September 2011 - Present
ICO VFX April 2010 - September 2011
Lockheed Martin September 2002 - January 2008
Pensler Capital Corporation June 2003 - June 2004
Merrill Lynch January 2000 - January 2001
University of Arizona January 2000 - January 2001
Skills
Maya, After Effects, Python, Visual Effects, Nuke, Compositing, HTML, JavaScript, Final Cut Pro, Flash, Premiere
Education
Arizona State University - W. P. Carey School of Business 2005 — 2007
Master of Business Administration, International Business
University of Arizona 1998 — 2002
Bachelor of Science, Computer Engineering
University of Oxford 2001 — 2001
Jurisprudence, Law
Harvard University 1997 — 1997
Computer Science, English
Walt Disney Animation Studios September 2011 - Present
ICO VFX April 2010 - September 2011
Lockheed Martin September 2002 - January 2008
Pensler Capital Corporation June 2003 - June 2004
Merrill Lynch January 2000 - January 2001
University of Arizona January 2000 - January 2001
Skills
Maya, After Effects, Python, Visual Effects, Nuke, Compositing, HTML, JavaScript, Final Cut Pro, Flash, Premiere
Education
Arizona State University - W. P. Carey School of Business 2005 — 2007
Master of Business Administration, International Business
University of Arizona 1998 — 2002
Bachelor of Science, Computer Engineering
University of Oxford 2001 — 2001
Jurisprudence, Law
Harvard University 1997 — 1997
Computer Science, English
Laura Steinhauer (McGuckin) Laura Steinhauer (McGuckin)'s Merrill Lynch Experience 1979 - 1984
Job Northern Palm Beach and Martin County’s Luxuy Real Estate and Lifestyle Specialist.
Industry Real Estate
Experience
Waterfront Properties & Club Communities 2014 - Present
Premier Realty 2013 - 2013
Lang Realty 2009 - 2011
Creative Designs by Laura 2004 - 2008
HomeBanc Mortgage 2001 - 2003
Greenwich Partners 2000 - 2001
Credit Suisse First Boston 1984 - 1990
Merrill Lynch 1979 - 1984
Skills
Real Estate, Residential Homes, Condos, Home Staging, Luxury, Listings, Real Property, Selling, Sellers, Relocation, Single Family Homes, Referrals, First Time Home Buyers, Real Estate Transactions, Property, New Homes
Education
Ringling School of Art and Design
Interior Design
Art Institute of Atlanta
Interior Design
St. Andrews Parish High School, Charleston, SC
Tools4Revit (Architectual / Interior Design)
Waterfront Properties & Club Communities 2014 - Present
Premier Realty 2013 - 2013
Lang Realty 2009 - 2011
Creative Designs by Laura 2004 - 2008
HomeBanc Mortgage 2001 - 2003
Greenwich Partners 2000 - 2001
Credit Suisse First Boston 1984 - 1990
Merrill Lynch 1979 - 1984
Skills
Real Estate, Residential Homes, Condos, Home Staging, Luxury, Listings, Real Property, Selling, Sellers, Relocation, Single Family Homes, Referrals, First Time Home Buyers, Real Estate Transactions, Property, New Homes
Education
Ringling School of Art and Design
Interior Design
Art Institute of Atlanta
Interior Design
St. Andrews Parish High School, Charleston, SC
Tools4Revit (Architectual / Interior Design)
Bryan Yurasits Bryan Yurasits's Merrill Lynch Experience February 2008 - May 2008
Job FrontEnd Web Developer at Comcast Interactive Media
Industry Internet
Experience
Comcast Interactive Media July 2008 - Present
Merrill Lynch February 2008 - May 2008
Splintertek LLC October 2006 - February 2008
Lockheed Martin MS2 2005 - 2008
Skills
Interaction Design, User Interface, XHTML, CSS, Web Design, JavaScript, Prototyping, Mobile Design, Web Development, jQuery, Web Standards, Information Architecture, AJAX, User-centered Design, JSON, User Experience, HTML, Agile Methodologies, HTML 5, Front-end, Subversion, User Interface Design, Usability, Ruby on Rails, Mobile Applications, Git, CMS, HTML5
Education
Art Institute of Philadelphia 2001 — 2004
Bachelor of Science, Multimedia & Web Design
Comcast Interactive Media July 2008 - Present
Merrill Lynch February 2008 - May 2008
Splintertek LLC October 2006 - February 2008
Lockheed Martin MS2 2005 - 2008
Skills
Interaction Design, User Interface, XHTML, CSS, Web Design, JavaScript, Prototyping, Mobile Design, Web Development, jQuery, Web Standards, Information Architecture, AJAX, User-centered Design, JSON, User Experience, HTML, Agile Methodologies, HTML 5, Front-end, Subversion, User Interface Design, Usability, Ruby on Rails, Mobile Applications, Git, CMS, HTML5
Education
Art Institute of Philadelphia 2001 — 2004
Bachelor of Science, Multimedia & Web Design
Corey Sanders, CMA, MSF's Merrill Lynch Experience June 2012 - January 2013
Job Senior Accounting and Finance Analyst
Industry Financial Services
Experience
GRT Rubber Technologies, LLC. July 2015 - Present
Max M. Fisher College of Business, The Ohio State University July 2014 - May 2015
1st Commercial Bank March 2013 - May 2014
Merrill Lynch June 2012 - January 2013
Sanders LaGrue Sporting Clays May 2008 - June 2012
Skills
Leadership, Finance, Problem Solving, Microsoft Excel, Microsoft Word, PowerPoint, Analytical Skills, Mental Strength, Strategic Financial..., Business Development, Management, Financial Analysis, Risk Management, Banking, Data Analysis, Insurance, Time Management, Accounting, Investments, Financial Modeling
Education
The Ohio State University Fisher College of Business 2014 — 2015
Master's Degree, Business-Finance, 3.5
Arkansas State University 2008 — 2012
Bachelor of Science, Finance; Corporate Finance and Banking, 3.4
GRT Rubber Technologies, LLC. July 2015 - Present
Max M. Fisher College of Business, The Ohio State University July 2014 - May 2015
1st Commercial Bank March 2013 - May 2014
Merrill Lynch June 2012 - January 2013
Sanders LaGrue Sporting Clays May 2008 - June 2012
Skills
Leadership, Finance, Problem Solving, Microsoft Excel, Microsoft Word, PowerPoint, Analytical Skills, Mental Strength, Strategic Financial..., Business Development, Management, Financial Analysis, Risk Management, Banking, Data Analysis, Insurance, Time Management, Accounting, Investments, Financial Modeling
Education
The Ohio State University Fisher College of Business 2014 — 2015
Master's Degree, Business-Finance, 3.5
Arkansas State University 2008 — 2012
Bachelor of Science, Finance; Corporate Finance and Banking, 3.4
Cindy Floyd Cindy Floyd's Merrill Lynch Experience November 2009 - Present
Job National Client Associate Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2009 - Present
Merrill Lynch March 2008 - November 2009
Merrill Lynch August 2004 - March 2008
CK Lighting 1997 - 2004
Skills
Performance-driven,..., Proactive self-starter..., Strong leader who..., Creative, dependable,..., Proven track record..., CRM, Management, Leadership, Recruiting, Sales, Securities, Series 7, Financial Services, Wealth Management, Employee Training, Investments, Equities
Education
Armstrong State University 1985 — 1988
Merrill Lynch November 2009 - Present
Merrill Lynch March 2008 - November 2009
Merrill Lynch August 2004 - March 2008
CK Lighting 1997 - 2004
Skills
Performance-driven,..., Proactive self-starter..., Strong leader who..., Creative, dependable,..., Proven track record..., CRM, Management, Leadership, Recruiting, Sales, Securities, Series 7, Financial Services, Wealth Management, Employee Training, Investments, Equities
Education
Armstrong State University 1985 — 1988
Linda Ensign Linda Ensign's Merrill Lynch Experience March 2007 - April 2008
Job Writer, information and education technology specialist
Industry Computer Software
Experience
Yellow Hare Inc July 2011 - Present
Agilex Technologies October 2011 - January 2012
SC Johnson June 2000 - September 2011
Merrill Lynch March 2007 - April 2008
City of New York March 1998 - May 2000
Firestone (SA) Pty Ltd October 1989 - December 1997
Skills
HTML, HTML 5, CSS3, CSS, PHP, ActionScript, LINGO, SQL, ADABAS, Natural Language, MySQL, ABAP, jQuery, JavaScript, Programming, Web Design, Web Applications, Mobile Applications, Captivate, Flash, Instructional Design, Instructional Technology, Constructivism
Education
Purdue University 2013 — 2014
Master of Science in Education, Learning Design and Technology
Art Institute of Pittsburgh 2008 — 2012
Bachelor of Science, Web and Interactive Media Design
Yellow Hare Inc July 2011 - Present
Agilex Technologies October 2011 - January 2012
SC Johnson June 2000 - September 2011
Merrill Lynch March 2007 - April 2008
City of New York March 1998 - May 2000
Firestone (SA) Pty Ltd October 1989 - December 1997
Skills
HTML, HTML 5, CSS3, CSS, PHP, ActionScript, LINGO, SQL, ADABAS, Natural Language, MySQL, ABAP, jQuery, JavaScript, Programming, Web Design, Web Applications, Mobile Applications, Captivate, Flash, Instructional Design, Instructional Technology, Constructivism
Education
Purdue University 2013 — 2014
Master of Science in Education, Learning Design and Technology
Art Institute of Pittsburgh 2008 — 2012
Bachelor of Science, Web and Interactive Media Design
Mark Sutera Mark Sutera's Merrill Lynch Experience 1999 - 2002
Job Independent Adjuster at Florida Peninsula Insurance
Industry Insurance
Experience
Florida Peninsula Insurance February 2013 - Present
Always Ascending Business & Marketing Services April 2012 - February 2013
Universal Property and Casualty Insurance Company July 2009 - April 2012
Allstate Insurance Company, Shearouse Insurance Group. October 2008 - July 2009
Offerdahls Cafe Grill October 2006 - October 2008
Addison Reserve Country Club 2002 - 2006
Merrill Lynch 1999 - 2002
Skills
Insurance, Insurance Adjusting, Estimating, Property Claims, Coverage Issues, Claims Resolution, Claims Management, Insurance Fraud, Property & Casualty..., Water Damage Restoration, Mold, Liability, General Insurance, Sales, Commercial Insurance, Casualty, Customer Service, Training, Xactimate, Claim Investigation, Water Damage, Homeowners, Adjustments, Claims Handling, Property Damage, Claim
Education
Art Institute of Fort Lauderdale 2003 — 2005
Associate of Arts (A.A.), Culinary Arts/Chef Training, 3.7
State University of New York at Stony Brook 1992 — 1996
Bachelor of Arts (B.A.), Political Science / Psychology
Florida Peninsula Insurance February 2013 - Present
Always Ascending Business & Marketing Services April 2012 - February 2013
Universal Property and Casualty Insurance Company July 2009 - April 2012
Allstate Insurance Company, Shearouse Insurance Group. October 2008 - July 2009
Offerdahls Cafe Grill October 2006 - October 2008
Addison Reserve Country Club 2002 - 2006
Merrill Lynch 1999 - 2002
Skills
Insurance, Insurance Adjusting, Estimating, Property Claims, Coverage Issues, Claims Resolution, Claims Management, Insurance Fraud, Property & Casualty..., Water Damage Restoration, Mold, Liability, General Insurance, Sales, Commercial Insurance, Casualty, Customer Service, Training, Xactimate, Claim Investigation, Water Damage, Homeowners, Adjustments, Claims Handling, Property Damage, Claim
Education
Art Institute of Fort Lauderdale 2003 — 2005
Associate of Arts (A.A.), Culinary Arts/Chef Training, 3.7
State University of New York at Stony Brook 1992 — 1996
Bachelor of Arts (B.A.), Political Science / Psychology
David Wierbiki's Merrill Lynch Experience 1999 - 2000
Job Director of User Experience and Design at Isos Technology
Industry Design
Experience
Isos Technology 2011 - Present
Comsys January 2009 - April 2011
Amascus Creative Group, Inc 1998 - 2011
TriWest Healthcare Alliance June 2008 - October 2008
Pearson April 2005 - January 2008
Isos Technology 2006 - 2007
Southwest Student Services 2004 - 2005
Deloitte & Touche 2000 - 2004
Merrill Lynch 1999 - 2000
Radius Communications 1998 - 1999
Skills
CSS, HTML, User Experience, User Interface Design, Icon Design, Rapid Prototyping, Concept Development, Usability, XHTML, Flash, JavaScript, Layout, Photoshop, Illustrator, User Interface, Web Applications, WordPress, Web Design, Graphics, HTML 5, ActionScript, jQuery, SharePoint, Requirements Analysis, MVC, Multimedia, User-centered Design, CMS, Web Development, Agile Methodologies, Illustration, E-commerce, Usability Testing, XML, Dreamweaver, AJAX, Mobile Applications, Wireframes, Scrum, Information Architecture, Front-end, Eclipse, Interaction Design, Experience Design, Web Application Design, User Experience Design, Visual Studio, Adobe Fireworks
Education
Art Institute of Philadelphia 1995 — 1998
Animation, Media Arts
Isos Technology 2011 - Present
Comsys January 2009 - April 2011
Amascus Creative Group, Inc 1998 - 2011
TriWest Healthcare Alliance June 2008 - October 2008
Pearson April 2005 - January 2008
Isos Technology 2006 - 2007
Southwest Student Services 2004 - 2005
Deloitte & Touche 2000 - 2004
Merrill Lynch 1999 - 2000
Radius Communications 1998 - 1999
Skills
CSS, HTML, User Experience, User Interface Design, Icon Design, Rapid Prototyping, Concept Development, Usability, XHTML, Flash, JavaScript, Layout, Photoshop, Illustrator, User Interface, Web Applications, WordPress, Web Design, Graphics, HTML 5, ActionScript, jQuery, SharePoint, Requirements Analysis, MVC, Multimedia, User-centered Design, CMS, Web Development, Agile Methodologies, Illustration, E-commerce, Usability Testing, XML, Dreamweaver, AJAX, Mobile Applications, Wireframes, Scrum, Information Architecture, Front-end, Eclipse, Interaction Design, Experience Design, Web Application Design, User Experience Design, Visual Studio, Adobe Fireworks
Education
Art Institute of Philadelphia 1995 — 1998
Animation, Media Arts
Tyson Tibshraeny, Tyson Tibshraeny,'s Merrill Lynch Experience April 1980 - April 1984
Job Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. April 1984 - Present
Merrill Lynch April 1980 - April 1984
Education
Arizona State University - W. P. Carey School of Business 1972 — 1976
BS, Business Administration
UBS Financial Services, Inc. April 1984 - Present
Merrill Lynch April 1980 - April 1984
Education
Arizona State University - W. P. Carey School of Business 1972 — 1976
BS, Business Administration
Loren Maree's Merrill Lynch Experience October 2011 - March 2014
Job Retirement & Distribution Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - March 2014
Summit Financial Resources, Inc. April 2011 - July 2011
SOHO paper September 2010 - April 2011
Skills
Marketing, Customer Service, Time Management, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Social Networking, Microsoft Word, Facebook, Market Research, Social Media Marketing, Data Analysis, Leadership, Outlook, Fashion, Merchandising, Retail
Education
Art Institute of Philadelphia 2005 — 2007
Fashion Design
Rowan University 2003 — 2005
Psychology
Merrill Lynch October 2011 - March 2014
Summit Financial Resources, Inc. April 2011 - July 2011
SOHO paper September 2010 - April 2011
Skills
Marketing, Customer Service, Time Management, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Social Networking, Microsoft Word, Facebook, Market Research, Social Media Marketing, Data Analysis, Leadership, Outlook, Fashion, Merchandising, Retail
Education
Art Institute of Philadelphia 2005 — 2007
Fashion Design
Rowan University 2003 — 2005
Psychology
Brinton (Brit) Brafford, CFP®, CRPC® Brinton (Brit) Brafford, CFP®, CRPC®'s Merrill Lynch Experience April 2007 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2007 - Present
Ashland University January 2004 - April 2007
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Asset Management, Tax, Investments, Accounting, Strategy, Wealth Management, Portfolio Management, Insurance, Finance, Financial Advisory, Loans, Financial Services, Financial Planning
Education
College for Financial Planning 2009 — 2009
CRPC®, Chartered Retirement Planning Counselor
Ashland University 1999 — 2003
BA, Magna Cum Laude, Gamma Alpha Kappa, Political Science, History, Business
Merrill Lynch April 2007 - Present
Ashland University January 2004 - April 2007
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Asset Management, Tax, Investments, Accounting, Strategy, Wealth Management, Portfolio Management, Insurance, Finance, Financial Advisory, Loans, Financial Services, Financial Planning
Education
College for Financial Planning 2009 — 2009
CRPC®, Chartered Retirement Planning Counselor
Ashland University 1999 — 2003
BA, Magna Cum Laude, Gamma Alpha Kappa, Political Science, History, Business
Whitney Linscott's Merrill Lynch Experience June 2005 - August 2005
Job Director Portfolio Management
Industry Financial Services
Experience
Santander Consumer USA Inc. August 2013 - Present
Santander Consumer USA Inc. May 2013 - August 2013
Ally Financial Inc. March 2010 - March 2013
Ally Financial Inc. 2008 - 2010
Ally Financial Inc. 2006 - 2008
Merrill Lynch June 2005 - August 2005
Skills
Loans, Portfolio Management, Commercial Lending, Financial Risk, Financial Analysis, Credit Analysis, Credit, Credit Risk, Underwriting, Strategic Financial..., Accounting, Banking, Commercial Banking, Executive Management, Finance, Financial Services, Loan Origination, Process Improvement, Mortgage Lending, Sales Management, Risk Management, Relationship Management, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 2003 — 2006
Finance, Summa Cum Laude
Seattle Academy 1996 — 2003
Santander Consumer USA Inc. August 2013 - Present
Santander Consumer USA Inc. May 2013 - August 2013
Ally Financial Inc. March 2010 - March 2013
Ally Financial Inc. 2008 - 2010
Ally Financial Inc. 2006 - 2008
Merrill Lynch June 2005 - August 2005
Skills
Loans, Portfolio Management, Commercial Lending, Financial Risk, Financial Analysis, Credit Analysis, Credit, Credit Risk, Underwriting, Strategic Financial..., Accounting, Banking, Commercial Banking, Executive Management, Finance, Financial Services, Loan Origination, Process Improvement, Mortgage Lending, Sales Management, Risk Management, Relationship Management, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 2003 — 2006
Finance, Summa Cum Laude
Seattle Academy 1996 — 2003
Charlette Strickland's Merrill Lynch Experience March 2001 - October 2005
Job Recent College Graduate
Industry Human Resources
Experience
Zodiac Aerospace May 2014 - October 2014
Iron Mountain July 2011 - October 2011
Snelling Staffing, Eatontown, NJ 2000 - 2011
Snelling Staffing, Eatontown, NJ 2000 - 2011
Extra Space Storage May 2008 - April 2010
Aerotek 2007 - 2008
Merrill Lynch March 2001 - October 2005
Skills
Customer Service, Public Speaking, Teamwork, Leadership, Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Data Entry, Training, Team Building, Human Resources, Team Leadership, Recruiting, Administration
Education
Ashford University 2013 — 2015
Master of Business Administration (M.B.A.), Human Resources Management and Services, 3.67
Ashford University 2010 — 2012
Bachelor's Degree, Social and Criminal Justice/Psychology, 4.0
Zodiac Aerospace May 2014 - October 2014
Iron Mountain July 2011 - October 2011
Snelling Staffing, Eatontown, NJ 2000 - 2011
Snelling Staffing, Eatontown, NJ 2000 - 2011
Extra Space Storage May 2008 - April 2010
Aerotek 2007 - 2008
Merrill Lynch March 2001 - October 2005
Skills
Customer Service, Public Speaking, Teamwork, Leadership, Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Data Entry, Training, Team Building, Human Resources, Team Leadership, Recruiting, Administration
Education
Ashford University 2013 — 2015
Master of Business Administration (M.B.A.), Human Resources Management and Services, 3.67
Ashford University 2010 — 2012
Bachelor's Degree, Social and Criminal Justice/Psychology, 4.0
Michael Addington's Merrill Lynch Experience September 2010 - June 2011
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2011 - Present
Merrill Lynch September 2010 - June 2011
Wells Fargo Advisors January 2007 - August 2010
Skills
Public Speaking, Finance, Financial Analysis, Banking, Investments, Microsoft Word, Valuation, Microsoft Excel, Mutual Funds, Insurance, Mortgage Banking, Salesforce.com, Management, Social Media, Wealth Management, Series 7, Series 66, Series 31, Life & Health Insurance...
Education
Mountain View High School 2001 — 2004
Arizona State University - W. P. Carey School of Business
Business, Communication, General
Morgan Stanley 2011 - Present
Merrill Lynch September 2010 - June 2011
Wells Fargo Advisors January 2007 - August 2010
Skills
Public Speaking, Finance, Financial Analysis, Banking, Investments, Microsoft Word, Valuation, Microsoft Excel, Mutual Funds, Insurance, Mortgage Banking, Salesforce.com, Management, Social Media, Wealth Management, Series 7, Series 66, Series 31, Life & Health Insurance...
Education
Mountain View High School 2001 — 2004
Arizona State University - W. P. Carey School of Business
Business, Communication, General
Sidney Robinson Sidney Robinson's Merrill Lynch Experience June 2012 - November 2013
Job Retirement Plan Counselor at Empower Retirement
Industry Financial Services
Experience
Empower Retirement September 2015 - Present
Regions Financial Corporation April 2014 - Present
Merrill Lynch June 2012 - November 2013
Regions Bank July 2010 - June 2012
Huntington National Bank January 2009 - April 2010
JPMorgan Chase November 2005 - May 2008
Skills
Series 7, Series 6, Life & Health Insurance..., Series 66, Investments, Retirement Planning, Financial Services, Banking, Mutual Funds, Small Business Lending, Asset Allocation, Investment Advisory, Wealth Management, Uniform Combined State..., Finance, Strategic Financial..., Securities, Estate Planning, Financial Analysis, Credit Analysis, Asset Management, Cash Management, Commercial Banking, Commercial Lending, Credit, Insurance, Life Insurance, Loans, Mortgage Lending, Portfolio Management, Retirement
Education
University of Alabama 2013 — 2015
Human Environmental Sciences, Family Financial Planning
Art Institute of Atlanta 1995 — 1997
Associate of the Arts, Music Business/Entertainment Management
Warren G Harding High School 1993 — 1995
Empower Retirement September 2015 - Present
Regions Financial Corporation April 2014 - Present
Merrill Lynch June 2012 - November 2013
Regions Bank July 2010 - June 2012
Huntington National Bank January 2009 - April 2010
JPMorgan Chase November 2005 - May 2008
Skills
Series 7, Series 6, Life & Health Insurance..., Series 66, Investments, Retirement Planning, Financial Services, Banking, Mutual Funds, Small Business Lending, Asset Allocation, Investment Advisory, Wealth Management, Uniform Combined State..., Finance, Strategic Financial..., Securities, Estate Planning, Financial Analysis, Credit Analysis, Asset Management, Cash Management, Commercial Banking, Commercial Lending, Credit, Insurance, Life Insurance, Loans, Mortgage Lending, Portfolio Management, Retirement
Education
University of Alabama 2013 — 2015
Human Environmental Sciences, Family Financial Planning
Art Institute of Atlanta 1995 — 1997
Associate of the Arts, Music Business/Entertainment Management
Warren G Harding High School 1993 — 1995
Erik Olson, MBA Erik Olson, MBA's Merrill Lynch Experience May 1999 - October 2003
Job Director of Digital Marketing | Customer Experience Fanatic | Mobile Enthusiast | Analytical Assassin
Industry Online Media
Experience
VEREIT, Inc. July 2014 - Present
Ameriprise Financial September 2010 - May 2014
CarVal Investors (formerly, Cargill Value Investment a division of Cargill, Inc.) April 2007 - September 2010
CarVal Investors (formerly, Cargill Value Investment a division of Cargill, Inc.) September 2004 - April 2007
Horizon Milling, a division of Cargill, Inc. October 2003 - September 2004
Merrill Lynch May 1999 - October 2003
Skills
Strategy, Digital Marketing, Management, Business Strategy, Marketing Communications, Project Planning, Digital Strategy, Relationship Management, Strategic Planning, Social Media, Business Analysis, Analysis, Marketing, Analytics, Mobile Marketing, Business Process..., Leadership, Email Marketing, Interactive Marketing, Business Development, Cross-functional Team..., Mobile Strategy, Strategic Partnerships, Microsoft Office, User Experience, Marketing Strategy, New Business Development, Team Leadership, Mobile Platforms, Mobile Device Management, Stakeholder Management, Digital Media, Salesforce.com, ExactTarget, CMS, Pardot
Education
Arizona State University, W. P. Carey School of Business
MBA, Marketing
University of Nebraska-Lincoln
BSBA, Finance
VEREIT, Inc. July 2014 - Present
Ameriprise Financial September 2010 - May 2014
CarVal Investors (formerly, Cargill Value Investment a division of Cargill, Inc.) April 2007 - September 2010
CarVal Investors (formerly, Cargill Value Investment a division of Cargill, Inc.) September 2004 - April 2007
Horizon Milling, a division of Cargill, Inc. October 2003 - September 2004
Merrill Lynch May 1999 - October 2003
Skills
Strategy, Digital Marketing, Management, Business Strategy, Marketing Communications, Project Planning, Digital Strategy, Relationship Management, Strategic Planning, Social Media, Business Analysis, Analysis, Marketing, Analytics, Mobile Marketing, Business Process..., Leadership, Email Marketing, Interactive Marketing, Business Development, Cross-functional Team..., Mobile Strategy, Strategic Partnerships, Microsoft Office, User Experience, Marketing Strategy, New Business Development, Team Leadership, Mobile Platforms, Mobile Device Management, Stakeholder Management, Digital Media, Salesforce.com, ExactTarget, CMS, Pardot
Education
Arizona State University, W. P. Carey School of Business
MBA, Marketing
University of Nebraska-Lincoln
BSBA, Finance
Jennifer Hersh Jennifer Hersh's Merrill Lynch Experience February 2007 - Present
Job Vice President, Financial Advisor at Merrill Lynch CRPC, CDFA
Industry Financial Services
Experience
Merrill Lynch February 2007 - Present
Salomon Smith Barney September 1998 - February 2007
Skills
Retirement Planning, Wealth Management, Separately Managed..., 401k Rollovers, Investment Advisory, Asset Managment, Portfolio Management, Strategic Financial..., 401k, Asset Management, Asset Allocation, Alternative Investments, Commercial Lending, Estate Planning, Financial Advisory, Financial Modeling, Financial Services, Insurance, Investment Strategies, IRAs, Mutual Funds, Relationship Management, Securities, Series 7, Series 63, Wealth Management..., Investments, Financial Analysis, Capital Markets, Small Business, Finance, Retirement, Commercial Banking, Wealth
Education
Arizona State University - W. P. Carey School of Business 1994 — 1998
BS, Marketing
Merrill Lynch February 2007 - Present
Salomon Smith Barney September 1998 - February 2007
Skills
Retirement Planning, Wealth Management, Separately Managed..., 401k Rollovers, Investment Advisory, Asset Managment, Portfolio Management, Strategic Financial..., 401k, Asset Management, Asset Allocation, Alternative Investments, Commercial Lending, Estate Planning, Financial Advisory, Financial Modeling, Financial Services, Insurance, Investment Strategies, IRAs, Mutual Funds, Relationship Management, Securities, Series 7, Series 63, Wealth Management..., Investments, Financial Analysis, Capital Markets, Small Business, Finance, Retirement, Commercial Banking, Wealth
Education
Arizona State University - W. P. Carey School of Business 1994 — 1998
BS, Marketing
Josh Luna's Merrill Lynch Experience May 2013 - August 2013
Job Graduate of Arizona State University
Industry Marketing and Advertising
Experience
Tsar Construction May 2015 - August 2015
Triyar Hospitality, LLC May 2014 - January 2015
Gringo-Star Street Bar August 2013 - April 2014
Lucid Entertainment Group July 2013 - April 2014
Merrill Lynch May 2013 - August 2013
Merrillville Public Works Department May 2012 - August 2012
Skills
Social Media, Facebook, Marketing, Event Management, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Advertising, Teamwork, Project Management
Education
Arizona State University - W. P. Carey School of Business 2011 — 2015
Bachelor of Arts (BA), Business Communcations
Tsar Construction May 2015 - August 2015
Triyar Hospitality, LLC May 2014 - January 2015
Gringo-Star Street Bar August 2013 - April 2014
Lucid Entertainment Group July 2013 - April 2014
Merrill Lynch May 2013 - August 2013
Merrillville Public Works Department May 2012 - August 2012
Skills
Social Media, Facebook, Marketing, Event Management, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Advertising, Teamwork, Project Management
Education
Arizona State University - W. P. Carey School of Business 2011 — 2015
Bachelor of Arts (BA), Business Communcations
Jonathan Quagliarello Jonathan Quagliarello's Merrill Lynch Experience July 2011 - April 2015
Job Inventive Web Designer & Interactive Developer at Merrill Lynch
Industry Internet
Experience
Merrill Lynch July 2011 - April 2015
Affiliated Distributors July 2007 - February 2010
Skills
Flash, User Interface Design, Web Design, Adobe Creative Suite, XHTML, Dreamweaver, Illustrator, Interaction Design, HTML5, SEO, CSS, Photoshop, HTML, Graphic Design, WordPress
Education
Art Institute of Philadelphia 2002 — 2005
Bachelor of Science (BS), Multimedia and Web Design
Merrill Lynch July 2011 - April 2015
Affiliated Distributors July 2007 - February 2010
Skills
Flash, User Interface Design, Web Design, Adobe Creative Suite, XHTML, Dreamweaver, Illustrator, Interaction Design, HTML5, SEO, CSS, Photoshop, HTML, Graphic Design, WordPress
Education
Art Institute of Philadelphia 2002 — 2005
Bachelor of Science (BS), Multimedia and Web Design
Alicia Wiggins's Merrill Lynch Experience August 2014 - February 2015
Job Client Service Representative at Merrill Lynch Aerotek
Industry Banking
Experience
Merrill Lynch August 2014 - February 2015
Conicelli Toyota Service Department November 2013 - August 2014
PHH Mortgage February 2013 - November 2013
Target November 2010 - February 2013
Title Resource Group June 2012 - November 2012
Skills
Microsoft Word, Customer Service, Banking, Microsoft Office, Teamwork, Financial Services, Sales
Education
Ashford University 2014 — 2018
Bachelor's Degree, Business Administration and Management, General, A
Willingboro High School 2004 — 2008
High School, General Studies, B
Merrill Lynch August 2014 - February 2015
Conicelli Toyota Service Department November 2013 - August 2014
PHH Mortgage February 2013 - November 2013
Target November 2010 - February 2013
Title Resource Group June 2012 - November 2012
Skills
Microsoft Word, Customer Service, Banking, Microsoft Office, Teamwork, Financial Services, Sales
Education
Ashford University 2014 — 2018
Bachelor's Degree, Business Administration and Management, General, A
Willingboro High School 2004 — 2008
High School, General Studies, B
Rodney O. Parks Rodney O. Parks's Merrill Lynch Experience 2003 - 2008
Job Senior Director of Major & Planned Gifts at University of Arkansas Fort Smith
Industry Higher Education
Experience
University of Arkansas - Fort Smith 2015 - Present
Parks Professional Group L.L.C. December 2008 - Present
Philander Smith College 2008 - 2015
Merrill Lynch 2003 - 2008
US Bank 2000 - 2002
Southern Bancorp 1999 - 2000
UMB Financial Corporation 1994 - 1997
Regions Bank (1st National Bank of Russellville) 1992 - 1994
Skills
Organizational..., Professional Speaking, Financial Analysis, Fundraising, Leadership Development, Portfolio Management, Management Consulting, Commercial Lending, Treasury Management, Microsoft Office, Database Admin, Motivational Speaking, Media Relations, Leadership, Public Speaking, Marketing, Strategic Planning, Management, Higher Education, Training, Proposal Writing, Grant Writing, Philanthropy, Nonprofits, Budgets, Entrepreneurship, Strategy, Analysis, Staff Development, Finance, Executive Management, Annual Giving, Banking, Investments, Program Development, Policy, Grants, Community Outreach, Risk Management, Data Analysis, Board Development, Event Planning, Small Business, Community Development, Team Building, Public Relations, Event Management, Consulting, Program Management, Government
Education
Baker University 1997 — 1999
M.B.A., Business Administration
Arkansas Tech University 1987 — 1991
Bachelor of Science, Economics and Finance
University of Arkansas - Fort Smith 2015 - Present
Parks Professional Group L.L.C. December 2008 - Present
Philander Smith College 2008 - 2015
Merrill Lynch 2003 - 2008
US Bank 2000 - 2002
Southern Bancorp 1999 - 2000
UMB Financial Corporation 1994 - 1997
Regions Bank (1st National Bank of Russellville) 1992 - 1994
Skills
Organizational..., Professional Speaking, Financial Analysis, Fundraising, Leadership Development, Portfolio Management, Management Consulting, Commercial Lending, Treasury Management, Microsoft Office, Database Admin, Motivational Speaking, Media Relations, Leadership, Public Speaking, Marketing, Strategic Planning, Management, Higher Education, Training, Proposal Writing, Grant Writing, Philanthropy, Nonprofits, Budgets, Entrepreneurship, Strategy, Analysis, Staff Development, Finance, Executive Management, Annual Giving, Banking, Investments, Program Development, Policy, Grants, Community Outreach, Risk Management, Data Analysis, Board Development, Event Planning, Small Business, Community Development, Team Building, Public Relations, Event Management, Consulting, Program Management, Government
Education
Baker University 1997 — 1999
M.B.A., Business Administration
Arkansas Tech University 1987 — 1991
Bachelor of Science, Economics and Finance
Shaan Vyas's Merrill Lynch Experience 2006 - 2006
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2012 - Present
The Global Hustle LLC 2008 - 2013
Village Roadshow Pictures 2010 - 2010
Deloitte & Touche January 2007 - March 2008
Merrill Lynch 2006 - 2006
Skills
Strategic Partnerships, Client Relationship..., Social Media, Strategy, Entertainment Industry, Financial Guidance, Marketing Strategy, Data Analysis, Business Development, Budgets, CRM, Microsoft Excel, Budget Management, Excel, PowerPoint, High Net Worth..., Market Research, Strategic Planning, Management, Finance, Leadership, Start-ups, Financial Analysis
Education
Harvard University 2015 — 2015
Professional Development Program
Arizona State University, W. P. Carey School of Business 2009 — 2011
MBA
Northeastern University 2001 — 2006
BS
Wells Fargo Advisors, LLC October 2012 - Present
The Global Hustle LLC 2008 - 2013
Village Roadshow Pictures 2010 - 2010
Deloitte & Touche January 2007 - March 2008
Merrill Lynch 2006 - 2006
Skills
Strategic Partnerships, Client Relationship..., Social Media, Strategy, Entertainment Industry, Financial Guidance, Marketing Strategy, Data Analysis, Business Development, Budgets, CRM, Microsoft Excel, Budget Management, Excel, PowerPoint, High Net Worth..., Market Research, Strategic Planning, Management, Finance, Leadership, Start-ups, Financial Analysis
Education
Harvard University 2015 — 2015
Professional Development Program
Arizona State University, W. P. Carey School of Business 2009 — 2011
MBA
Northeastern University 2001 — 2006
BS
Theril Craig Lund's Merrill Lynch Experience January 2011 - October 2014
Job Vice President of Finance PEM Real Estate Group
Industry Real Estate
Experience
PEM Real Estate Group May 2015 - Present
Deloitte October 2014 - Present
Merrill Lynch January 2011 - October 2014
Peak Investments May 2007 - January 2011
Skills
Series 7, Financial Analysis, Financial Modeling, Investments, Process Improvement, Credit, Banking, Finance, Loans, Microsoft Excel, Sales, Microsoft Office, Project Management, Customer Service, Presenter
Education
Arizona State University, W. P. Carey School of Business
Master's of Taxation (School of Accountancy)
Arizona State University, W. P. Carey School of Business
B.S.
PEM Real Estate Group May 2015 - Present
Deloitte October 2014 - Present
Merrill Lynch January 2011 - October 2014
Peak Investments May 2007 - January 2011
Skills
Series 7, Financial Analysis, Financial Modeling, Investments, Process Improvement, Credit, Banking, Finance, Loans, Microsoft Excel, Sales, Microsoft Office, Project Management, Customer Service, Presenter
Education
Arizona State University, W. P. Carey School of Business
Master's of Taxation (School of Accountancy)
Arizona State University, W. P. Carey School of Business
B.S.
Syed 'Shafqat' Huq Syed 'Shafqat' Huq's Merrill Lynch Experience June 2012 - August 2012
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
ASU Undergraduate Student Government August 2014 - May 2015
Tau Kappa Epsilon Fraternity January 2014 - December 2014
Apple May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Business Letters, Proposal Writing, Sales, Presentations, Bengali, Spanish, Public Speaking, Team Leadership, Organization, Windows, Social Networking, Event Planning, Time Management, Leadership, Teamwork, Microsoft Office, Social Media, Research, Customer Service, Social Media Marketing, Marketing, Public Relations, Management, Finance, Strategic Planning, Community Outreach, Event Management
Education
Arizona State University - W. P. Carey School of Business 2011 — 2015
Bachelor’s Degree, Finance, Economics, and Accountancy
Whitney High School 2007 — 2011
High School Diploma
ASU Undergraduate Student Government August 2014 - May 2015
Tau Kappa Epsilon Fraternity January 2014 - December 2014
Apple May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Business Letters, Proposal Writing, Sales, Presentations, Bengali, Spanish, Public Speaking, Team Leadership, Organization, Windows, Social Networking, Event Planning, Time Management, Leadership, Teamwork, Microsoft Office, Social Media, Research, Customer Service, Social Media Marketing, Marketing, Public Relations, Management, Finance, Strategic Planning, Community Outreach, Event Management
Education
Arizona State University - W. P. Carey School of Business 2011 — 2015
Bachelor’s Degree, Finance, Economics, and Accountancy
Whitney High School 2007 — 2011
High School Diploma
Rayan Hamze Rayan Hamze's Merrill Lynch Experience October 2014 - Present
Job Investment Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Skills
Leadership, Sports, Education, Customer Service, Microsoft Office, Public Speaking, Microsoft Word, Social Media, Project Management, Sales, Management, Research, Analysis, Editing, Event Planning, Inventory Management, Marketing, Merchandising, Strategic Planning, Team Building, Teamwork, Time Management
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Arts (BA), Legal Studies, General
Merrill Lynch October 2014 - Present
Skills
Leadership, Sports, Education, Customer Service, Microsoft Office, Public Speaking, Microsoft Word, Social Media, Project Management, Sales, Management, Research, Analysis, Editing, Event Planning, Inventory Management, Marketing, Merchandising, Strategic Planning, Team Building, Teamwork, Time Management
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Arts (BA), Legal Studies, General
Rick Ruffin, JD, CPA Rick Ruffin, JD, CPA's Merrill Lynch Experience July 2004 - May 2005
Job Real Estate Broker at Allen Tate Company
Industry Real Estate
Experience
Allen Tate Company Residential Real EstateManaging DirectorWunderlich SecuritiesAugust 2014 - April 2015
Cantor Fitzgerald May 2012 - August 2014
Raymond James Financial Inc. October 2009 - May 2012
SunTrust Robinson Humphrey July 2007 - October 2009
Morgan Stanley June 2005 - February 2007
Merrill Lynch July 2004 - May 2005
Morgan Keegan & Co. May 1998 - July 2004
Skills
Financial Accounting, Financial Statement..., Risk Mitigation, Regulatory Compliance, Sales Management, Staff Development, Public Relations, Public Speaking, Sales Team Support, Market & Industry..., Staff Recruitment, Account Management, Sales Team Training, Investment Management, Investment Portfolio..., Investment Contracts, Portfolio Analytics &..., Broker Relationship..., Investment Policy..., Investment Research..., Risk Assessment &..., Investment Advisory..., Equities, Capital Markets, Fixed Income Investments, Institutional Fixed..., Institutional Fixed..., Financial Seminars, Portfolio Management, Investments, Institutional..., Mediation, Risk Management, Fixed Income
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 1981 — 1985
Doctor of Law (J.D.), Law
Arkansas State University 1973 — 1977
Bachelor of Science (B.S.), Accounting, Student of Special Distinction
Allen Tate Company Residential Real EstateManaging DirectorWunderlich SecuritiesAugust 2014 - April 2015
Cantor Fitzgerald May 2012 - August 2014
Raymond James Financial Inc. October 2009 - May 2012
SunTrust Robinson Humphrey July 2007 - October 2009
Morgan Stanley June 2005 - February 2007
Merrill Lynch July 2004 - May 2005
Morgan Keegan & Co. May 1998 - July 2004
Skills
Financial Accounting, Financial Statement..., Risk Mitigation, Regulatory Compliance, Sales Management, Staff Development, Public Relations, Public Speaking, Sales Team Support, Market & Industry..., Staff Recruitment, Account Management, Sales Team Training, Investment Management, Investment Portfolio..., Investment Contracts, Portfolio Analytics &..., Broker Relationship..., Investment Policy..., Investment Research..., Risk Assessment &..., Investment Advisory..., Equities, Capital Markets, Fixed Income Investments, Institutional Fixed..., Institutional Fixed..., Financial Seminars, Portfolio Management, Investments, Institutional..., Mediation, Risk Management, Fixed Income
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 1981 — 1985
Doctor of Law (J.D.), Law
Arkansas State University 1973 — 1977
Bachelor of Science (B.S.), Accounting, Student of Special Distinction
Danielle Kauppinen's Merrill Lynch Experience January 2011 - June 2014
Job Emergency Room Medical Scribe at CarePoint, P.C.
Industry Hospital & Health Care
Experience
CarePoint, P.C. July 2014 - Present
Al Wooten Jr. Heritage Center July 2014 - September 2014
Merrill Lynch January 2011 - June 2014
UBS Investment Bank May 2010 - August 2010
W. P. Carey School of Business May 2009 - May 2010
Merrill Lynch May 2009 - August 2009
Skills
Medical Terminology, Analysis, Leadership, EMR, Microsoft Excel, Portfolio Management, Data Analysis, Microsoft Office, Risk Management, Project Management, PowerPoint, Equities, Fixed Income, Asset Managment, Wealth Management, Finance, Microsoft Word, Asset Management, Valuation, Social Media, Event Planning, Medical Records
Education
University of Colorado Boulder 2015 — 2016
Pre Medical Post Baccalaureate Program
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Finance with Additional Accounting Coursework
Deer Valley High School 2002 — 2006
High School Diploma, Graduated in the top 10 people of a class of 550
CarePoint, P.C. July 2014 - Present
Al Wooten Jr. Heritage Center July 2014 - September 2014
Merrill Lynch January 2011 - June 2014
UBS Investment Bank May 2010 - August 2010
W. P. Carey School of Business May 2009 - May 2010
Merrill Lynch May 2009 - August 2009
Skills
Medical Terminology, Analysis, Leadership, EMR, Microsoft Excel, Portfolio Management, Data Analysis, Microsoft Office, Risk Management, Project Management, PowerPoint, Equities, Fixed Income, Asset Managment, Wealth Management, Finance, Microsoft Word, Asset Management, Valuation, Social Media, Event Planning, Medical Records
Education
University of Colorado Boulder 2015 — 2016
Pre Medical Post Baccalaureate Program
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Finance with Additional Accounting Coursework
Deer Valley High School 2002 — 2006
High School Diploma, Graduated in the top 10 people of a class of 550
Joseph Zurek's Merrill Lynch Experience April 2013 - May 2014
Job Associate at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield July 2014 - Present
Merrill Lynch April 2013 - May 2014
Silicon Valley Bank May 2013 - August 2013
Skills
Real Estate, Finance, Legal Policy, Private Equity, Banking, Credit, Loans, Due Diligence, Venture Capital, Underwriting, Loan Origination, Mergers & Acquisitions, Risk Management, Funding, Mortgage Lending
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor's Degree, Finance / Legal Studies, 3.4
Cushman & Wakefield July 2014 - Present
Merrill Lynch April 2013 - May 2014
Silicon Valley Bank May 2013 - August 2013
Skills
Real Estate, Finance, Legal Policy, Private Equity, Banking, Credit, Loans, Due Diligence, Venture Capital, Underwriting, Loan Origination, Mergers & Acquisitions, Risk Management, Funding, Mortgage Lending
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor's Degree, Finance / Legal Studies, 3.4
Sam Bello Sam Bello's Merrill Lynch Experience August 2012 - December 2012
Job Finance Broker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Walmart October 2011 - December 2013
Merrill Lynch August 2012 - December 2012
Skills
Equity Trading, Microsoft Excel, Derivatives Trading, Financial Analysis, Finance, US Equities, Time Management, Retail, PowerPoint, Sales, Customer Service, Microsoft Office, Financial Modeling, Microsoft Word
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Bachelor of Science (B.S.), Finance
Charles Schwab January 2014 - Present
Walmart October 2011 - December 2013
Merrill Lynch August 2012 - December 2012
Skills
Equity Trading, Microsoft Excel, Derivatives Trading, Financial Analysis, Finance, US Equities, Time Management, Retail, PowerPoint, Sales, Customer Service, Microsoft Office, Financial Modeling, Microsoft Word
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Bachelor of Science (B.S.), Finance
Drew Harpp Drew Harpp's Merrill Lynch Experience March 2011 - April 2012
Job Sales Manager
Industry Financial Services
Experience
UBS Financial Svc Inc August 2013 - Present
TIAA-CREF November 2012 - May 2013
Vanguard March 2012 - November 2012
Merrill Lynch March 2011 - April 2012
Edward Jones March 2008 - February 2011
The Melting Pot Restaurants March 2006 - March 2009
Days Inn June 1999 - August 2004
Education
Ashford University 2012 — 2016
Master of Business Administration (MBA), Finance
Wingate University 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Coastal Carolina 2003 — 2004
Horry-Georgetown Technical College 2003 — 2004
Associate of Arts (AA), Business
Plattsburgh State University 2001 — 2002
UBS Financial Svc Inc August 2013 - Present
TIAA-CREF November 2012 - May 2013
Vanguard March 2012 - November 2012
Merrill Lynch March 2011 - April 2012
Edward Jones March 2008 - February 2011
The Melting Pot Restaurants March 2006 - March 2009
Days Inn June 1999 - August 2004
Education
Ashford University 2012 — 2016
Master of Business Administration (MBA), Finance
Wingate University 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Coastal Carolina 2003 — 2004
Horry-Georgetown Technical College 2003 — 2004
Associate of Arts (AA), Business
Plattsburgh State University 2001 — 2002
Jeff Dolinar's Merrill Lynch Experience May 2011 - August 2011
Job Sales Development Manager at Abakus, Inc.
Industry Internet
Experience
Abakus, Inc. May 2015 - Present
Gigya March 2014 - May 2015
Limelight Networks October 2012 - February 2014
Arizona State University - Sports Business Association September 2008 - April 2012
Merrill Lynch May 2011 - August 2011
Skills
SEO Software, Investing, MS Office, Business Development, CRM, Time Management, Microsoft Office, Lead Generation, Strategic Partnerships, Salesforce.com, SaaS, Investments, Cold Calling, Cloud Computing
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science (BS), Marketing
Abakus, Inc. May 2015 - Present
Gigya March 2014 - May 2015
Limelight Networks October 2012 - February 2014
Arizona State University - Sports Business Association September 2008 - April 2012
Merrill Lynch May 2011 - August 2011
Skills
SEO Software, Investing, MS Office, Business Development, CRM, Time Management, Microsoft Office, Lead Generation, Strategic Partnerships, Salesforce.com, SaaS, Investments, Cold Calling, Cloud Computing
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science (BS), Marketing
Isaac Tafoya, MBA Isaac Tafoya, MBA's Merrill Lynch Experience 2007 - October 2008
Job Application Support Manager at Channelinsight
Industry Information Technology and Services
Experience
Channelinsight November 2014 - Present
Comcast Cable July 2013 - Present
SourceGas April 2011 - May 2013
The Integer Group March 2010 - September 2010
Strategic Valuation Associates October 2008 - November 2009
Merrill Lynch 2007 - October 2008
Skills
Financial Modeling, Forecasting, Analysis, Finance, Accounting, Budgets, Leadership, Portfolio Management, Variance Analysis, Valuation, Account Reconciliation, Microsoft Excel, Investments, Financial Forecasting, Pricing, Strategy, Strategic Planning, Management, Process Improvement, Financial Analysis, Project Management, Financial Planning, Cross-functional Team..., SAP
Education
Arizona State University - W. P. Carey School of Business 2005 — 2007
MBA, Finance, Marketing
Regis University 2014 — 2016
Master's Degree, Organizational Leadership, 3.6
University of La Verne 1998 — 2003
BS in Business Administration, Finance, Marketing
Channelinsight November 2014 - Present
Comcast Cable July 2013 - Present
SourceGas April 2011 - May 2013
The Integer Group March 2010 - September 2010
Strategic Valuation Associates October 2008 - November 2009
Merrill Lynch 2007 - October 2008
Skills
Financial Modeling, Forecasting, Analysis, Finance, Accounting, Budgets, Leadership, Portfolio Management, Variance Analysis, Valuation, Account Reconciliation, Microsoft Excel, Investments, Financial Forecasting, Pricing, Strategy, Strategic Planning, Management, Process Improvement, Financial Analysis, Project Management, Financial Planning, Cross-functional Team..., SAP
Education
Arizona State University - W. P. Carey School of Business 2005 — 2007
MBA, Finance, Marketing
Regis University 2014 — 2016
Master's Degree, Organizational Leadership, 3.6
University of La Verne 1998 — 2003
BS in Business Administration, Finance, Marketing
Omar Zein-El-Abedein☁️ Omar Zein-El-Abedein☁️'s Merrill Lynch Experience January 2006 - May 2006
Job Account Executive at Workday
Industry Computer Software
Experience
Workday March 2015 - Present
SAP March 2012 - March 2015
EDMC January 2009 - December 2011
Johnson & Johnson June 2007 - July 2007
Johnson & Johnson January 2007 - July 2007
AT&T Mobility August 2005 - December 2006
Merrill Lynch January 2006 - May 2006
Alltel Wireless May 2004 - August 2005
T-Mobile December 2000 - May 2004
Skills
SAP, Ariba, Negotiation, Educational Consulting, Forecasting, Inventory Management, Compliance, SuccessFactors, Afaria, CRM, SAP ERP, Quarterly Reporting, Pipeline Generation, Account Management, Enterprise Relationship..., Sales Cycle Management, Demand Planning, Demand Generation, Sales Presentations, HCM Processes & Forms, RFP, Sales, Solution Selling, Sales Operations, Training, Leadership, Selling, Strategy, Management, Sales Management, Supply Chain, Cross-functional Team..., Project Management, SaaS, Sales Process, Salesforce.com, Business Intelligence, Direct Sales, Six Sigma, ERP, Strategic Partnerships, Leadership Development
Education
Argosy University Chicago 2009 — 2011
Master of Business Administration, MBA, Management
Arizona State University - W. P. Carey School of Business 2002 — 2008
Bachelor of Science, Business Administration
Woodbridge High School
Workday March 2015 - Present
SAP March 2012 - March 2015
EDMC January 2009 - December 2011
Johnson & Johnson June 2007 - July 2007
Johnson & Johnson January 2007 - July 2007
AT&T Mobility August 2005 - December 2006
Merrill Lynch January 2006 - May 2006
Alltel Wireless May 2004 - August 2005
T-Mobile December 2000 - May 2004
Skills
SAP, Ariba, Negotiation, Educational Consulting, Forecasting, Inventory Management, Compliance, SuccessFactors, Afaria, CRM, SAP ERP, Quarterly Reporting, Pipeline Generation, Account Management, Enterprise Relationship..., Sales Cycle Management, Demand Planning, Demand Generation, Sales Presentations, HCM Processes & Forms, RFP, Sales, Solution Selling, Sales Operations, Training, Leadership, Selling, Strategy, Management, Sales Management, Supply Chain, Cross-functional Team..., Project Management, SaaS, Sales Process, Salesforce.com, Business Intelligence, Direct Sales, Six Sigma, ERP, Strategic Partnerships, Leadership Development
Education
Argosy University Chicago 2009 — 2011
Master of Business Administration, MBA, Management
Arizona State University - W. P. Carey School of Business 2002 — 2008
Bachelor of Science, Business Administration
Woodbridge High School
Lisa Rizzo - Santoro Lisa Rizzo - Santoro's Merrill Lynch Experience September 2011 - December 2012
Job Logistics Associate at Oncobiologics Inc.
Industry Financial Services
Experience
Oncobiologics Inc. January 2014 - Present
Academy Travel June 2008 - Present
Merrill Lynch September 2011 - December 2012
Bank of America 2011 - 2012
Tyco International March 2011 - June 2011
Merrill Lynch June 2002 - June 2008
Nuware Technology Incorporate September 2001 - June 2002
Merrill Lynch April 1988 - September 2001
Skills
Compliance
Education
Art Institute of Philadelphia 1984 — 1987
Associate of Arts (A.A.), Fashion Merchandising
Oncobiologics Inc. January 2014 - Present
Academy Travel June 2008 - Present
Merrill Lynch September 2011 - December 2012
Bank of America 2011 - 2012
Tyco International March 2011 - June 2011
Merrill Lynch June 2002 - June 2008
Nuware Technology Incorporate September 2001 - June 2002
Merrill Lynch April 1988 - September 2001
Skills
Compliance
Education
Art Institute of Philadelphia 1984 — 1987
Associate of Arts (A.A.), Fashion Merchandising
Michael Halat's Merrill Lynch Experience July 2011 - April 2013
Job Senior Web Developer at Patient Marketing Group
Industry Financial Services
Experience
Patient Marketing Group April 2013 - Present
Merrill Lynch July 2011 - April 2013
ADP January 2011 - July 2011
G4 Connect September 2009 - January 2011
NJYP February 2007 - June 2009
Skills
HTML 5, jQuery, jQTouch, jQuery Mobile, CSS2, CSS3, JavaScript, Photoshop, Dreamweaver, UIX, SEO, Coremetrics Analytics, Mobile Web Design, CSS, Front-end
Education
Art Institute of Pittsburgh 2009 — 2011
Bachelor of Arts (BA), Web Page, Digital/Multimedia and Information Resources Design
Lehigh Valley College 2005 — 2006
Associate of Science (AS), Internet Technologies
Patient Marketing Group April 2013 - Present
Merrill Lynch July 2011 - April 2013
ADP January 2011 - July 2011
G4 Connect September 2009 - January 2011
NJYP February 2007 - June 2009
Skills
HTML 5, jQuery, jQTouch, jQuery Mobile, CSS2, CSS3, JavaScript, Photoshop, Dreamweaver, UIX, SEO, Coremetrics Analytics, Mobile Web Design, CSS, Front-end
Education
Art Institute of Pittsburgh 2009 — 2011
Bachelor of Arts (BA), Web Page, Digital/Multimedia and Information Resources Design
Lehigh Valley College 2005 — 2006
Associate of Science (AS), Internet Technologies
Cindy Egitto Cindy Egitto's Merrill Lynch Experience 1995 - 2000
Job President at Bridestobe Accessories
Industry Retail
Experience
Brides-to-be Accessories January 2015 - Present
Rodan and Fields Dermatologist 2009 - Present
Horizon Prosthetics January 2014 - April 2015
Prana Activewear/Workout Wear Authorized Retail Rep. 2009 - December 2011
The Garden Path 2004 - 2006
Merrill Lynch 1995 - 2000
Skills
Florist, Direct Sales, Retail Buying, Retail, New Business Development, Promotions, Direct Marketing, Product Development, Selling, Small Business, Entrepreneurship, Time Management, Marketing Communications, Team Building, Sales, Inventory Management, Social Networking, Social Media Marketing, Merchandising, Sales Management, Marketing, Coaching, Public Speaking, Account Management, Event Planning, Leadership Development, Customer Service, Recruiting, Training, Social Media, Advertising
Education
Art Institute of Fort Lauderdale 1998 — 2000
Interior Design, Interior Design, Drafting, Space Planning
Palmer High School 1971 — 1975
GPS
Brides-to-be Accessories January 2015 - Present
Rodan and Fields Dermatologist 2009 - Present
Horizon Prosthetics January 2014 - April 2015
Prana Activewear/Workout Wear Authorized Retail Rep. 2009 - December 2011
The Garden Path 2004 - 2006
Merrill Lynch 1995 - 2000
Skills
Florist, Direct Sales, Retail Buying, Retail, New Business Development, Promotions, Direct Marketing, Product Development, Selling, Small Business, Entrepreneurship, Time Management, Marketing Communications, Team Building, Sales, Inventory Management, Social Networking, Social Media Marketing, Merchandising, Sales Management, Marketing, Coaching, Public Speaking, Account Management, Event Planning, Leadership Development, Customer Service, Recruiting, Training, Social Media, Advertising
Education
Art Institute of Fort Lauderdale 1998 — 2000
Interior Design, Interior Design, Drafting, Space Planning
Palmer High School 1971 — 1975
GPS
Ramneek Mathur's Merrill Lynch Experience October 2008 - February 2009
Job Managing Partner at Global Wealth Partners
Industry Investment Management
Experience
HomeSmart Real Estate December 2005 - Present
Global Wealth Partners March 2009 - Present
Quality Reimbursement Services April 2013 - Present
Merrill Lynch October 2008 - February 2009
Wells Fargo May 2005 - October 2008
Skills
Asset Management, Wealth Management, Investments, Equities, Options, Real Estate, Customer Relations, Residential, Portfolio Management, Banking, Trading, Asset Managment, Residential Homes, Customer Service, Strategic Financial..., Investment Advisory, Finance, Wealth, Investment Properties, Financial Advisory, Investors, Investment Strategies, Securities, Loans, Strategy, Investment Management, Management, Real Estate Transactions, Series 63, Financial Analysis, Alternative Investments, Series 7, Sales, Asset Allocation, Bonds, Mortgage Lending, Financial Markets, Mutual Funds, Credit, Financial Services, Small Business, Derivatives, Commercial Real Estate, REO, Private Equity, Funding, Residential Mortgages, Venture Capital, Hedge Funds, Commodity
Education
Arizona State University - W. P. Carey School of Business 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Logistics, Materials, and Supply Chain Management
HomeSmart Real Estate December 2005 - Present
Global Wealth Partners March 2009 - Present
Quality Reimbursement Services April 2013 - Present
Merrill Lynch October 2008 - February 2009
Wells Fargo May 2005 - October 2008
Skills
Asset Management, Wealth Management, Investments, Equities, Options, Real Estate, Customer Relations, Residential, Portfolio Management, Banking, Trading, Asset Managment, Residential Homes, Customer Service, Strategic Financial..., Investment Advisory, Finance, Wealth, Investment Properties, Financial Advisory, Investors, Investment Strategies, Securities, Loans, Strategy, Investment Management, Management, Real Estate Transactions, Series 63, Financial Analysis, Alternative Investments, Series 7, Sales, Asset Allocation, Bonds, Mortgage Lending, Financial Markets, Mutual Funds, Credit, Financial Services, Small Business, Derivatives, Commercial Real Estate, REO, Private Equity, Funding, Residential Mortgages, Venture Capital, Hedge Funds, Commodity
Education
Arizona State University - W. P. Carey School of Business 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Logistics, Materials, and Supply Chain Management
Arthur Doglione, AIF® Arthur Doglione, AIF®'s Merrill Lynch Experience 1994 - 2006
Job President, Alpha Fiduciary
Industry Investment Management
Experience
Alpha Fiduciary September 2006 - Present
UCLA Extension January 2013 - Present
Merrill Lynch 1994 - 2006
Skills
Wealth Management, Asset Allocation, Investments, Investment Advisory, Financial Advisory, Alternative Investments, Series 7, Investment Management, ETFs, Wealth, Retirement Planning, Portfolio Management, Mutual Funds, Capital Markets, Equities, Securities, Series 63, Investment Strategies, Options, Hedge Funds, Strategic Financial..., Risk Management, Bonds, Uniform Combined State..., Fixed Income, Asset Management, Due Diligence, Series 65, Retirement, Developed the Alpha...
Education
Arizona State University - W. P. Carey School of Business 1984 — 1988
BS, Finance
Alpha Fiduciary September 2006 - Present
UCLA Extension January 2013 - Present
Merrill Lynch 1994 - 2006
Skills
Wealth Management, Asset Allocation, Investments, Investment Advisory, Financial Advisory, Alternative Investments, Series 7, Investment Management, ETFs, Wealth, Retirement Planning, Portfolio Management, Mutual Funds, Capital Markets, Equities, Securities, Series 63, Investment Strategies, Options, Hedge Funds, Strategic Financial..., Risk Management, Bonds, Uniform Combined State..., Fixed Income, Asset Management, Due Diligence, Series 65, Retirement, Developed the Alpha...
Education
Arizona State University - W. P. Carey School of Business 1984 — 1988
BS, Finance
Hunter Ward's Merrill Lynch Experience July 2007 - July 2008
Job Corporate Account Manager at Legacy Measurement Solutions
Industry Oil & Energy
Experience
Legacy Measurement Solutions January 2014 - Present
Gas Certification Institute May 2014 - Present
Legacy Measurement Solutions July 2013 - December 2013
J-W Energy Company July 2008 - December 2012
Merrill Lynch July 2007 - July 2008
A.G. Edwards July 2005 - July 2007
Skills
Natural Gas, Oilfield, Petroleum, Gas, Energy, Sales, Oil/Gas, Contract Negotiation, Sales Management, Negotiation, New Business Development, Contract Management, Team Building, Microsoft Office, Sales Operations, Supervisory Skills, Management, Onshore, Energy Industry, Pipelines, Procurement, Oil & Gas Industry, Upstream, Oil
Education
Art Institute of Atlanta 2000 — 2003
Bachelor of Fine Arts (B.F.A.), Photography
Louisiana Tech University 1999 — 2000
Florida State University 1998 — 1999
Business/Commerce, General
Legacy Measurement Solutions January 2014 - Present
Gas Certification Institute May 2014 - Present
Legacy Measurement Solutions July 2013 - December 2013
J-W Energy Company July 2008 - December 2012
Merrill Lynch July 2007 - July 2008
A.G. Edwards July 2005 - July 2007
Skills
Natural Gas, Oilfield, Petroleum, Gas, Energy, Sales, Oil/Gas, Contract Negotiation, Sales Management, Negotiation, New Business Development, Contract Management, Team Building, Microsoft Office, Sales Operations, Supervisory Skills, Management, Onshore, Energy Industry, Pipelines, Procurement, Oil & Gas Industry, Upstream, Oil
Education
Art Institute of Atlanta 2000 — 2003
Bachelor of Fine Arts (B.F.A.), Photography
Louisiana Tech University 1999 — 2000
Florida State University 1998 — 1999
Business/Commerce, General
Sara Curtis Sara Curtis's Merrill Lynch Experience January 2011 - September 2011
Job AVP Private Banker at BBVA Compass
Industry Banking
Experience
BBVA Compass November 2014 - Present
BBVA Compass January 2013 - Present
BBVA Compass July 2012 - January 2013
Merrill Lynch January 2011 - September 2011
Central Arizona Bank September 2008 - January 2011
Skills
Microsoft Office, Salesforce.com, Quickbooks, Philanthropy, Budgeting, Group Presentations, Highly Adaptable, Fast Learner, Community Involvement, Collaborative, Listening Skills, QuickBooks, Credit, Training, Risk Management, Team Leadership, Social Media, Budgets, Leadership, Microsoft Word, Marketing, Adaptation, Customer Service, Time Management, Commercial Banking, Finance, PowerPoint, Analysis, Investments, Event Planning
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Finance
BBVA Compass November 2014 - Present
BBVA Compass January 2013 - Present
BBVA Compass July 2012 - January 2013
Merrill Lynch January 2011 - September 2011
Central Arizona Bank September 2008 - January 2011
Skills
Microsoft Office, Salesforce.com, Quickbooks, Philanthropy, Budgeting, Group Presentations, Highly Adaptable, Fast Learner, Community Involvement, Collaborative, Listening Skills, QuickBooks, Credit, Training, Risk Management, Team Leadership, Social Media, Budgets, Leadership, Microsoft Word, Marketing, Adaptation, Customer Service, Time Management, Commercial Banking, Finance, PowerPoint, Analysis, Investments, Event Planning
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Finance
Jeffrey Berkel Jeffrey Berkel's Merrill Lynch Experience January 2002 - May 2002
Job Sr. Planner at National Instruments
Industry Electrical/Electronic Manufacturing
Experience
National Instruments July 2011 - Present
Henkel of America December 2008 - July 2011
Henkel of America February 2008 - December 2008
The Dial Corporation November 2006 - February 2008
Applied Materials March 2006 - November 2006
Applied Materials February 2005 - March 2006
Applied Materials September 2003 - February 2005
DaimlerChrysler May 2003 - August 2003
IBM May 2002 - December 2002
Merrill Lynch January 2002 - May 2002
Education
Arizona State University - W. P. Carey School of Business 1999 — 2004
BS, Supply Chain Management, Finance
National Instruments July 2011 - Present
Henkel of America December 2008 - July 2011
Henkel of America February 2008 - December 2008
The Dial Corporation November 2006 - February 2008
Applied Materials March 2006 - November 2006
Applied Materials February 2005 - March 2006
Applied Materials September 2003 - February 2005
DaimlerChrysler May 2003 - August 2003
IBM May 2002 - December 2002
Merrill Lynch January 2002 - May 2002
Education
Arizona State University - W. P. Carey School of Business 1999 — 2004
BS, Supply Chain Management, Finance
Peter Danahy's Merrill Lynch Experience August 1994 - June 1995
Job National Account Director at CoreLogic
Industry Information Services
Experience
CoreLogic August 2012 - Present
CoreLogic January 2007 - Present
First American Real Estate Solutions April 1999 - November 2006
The Republic Group October 1997 - March 1999
Merrill Lynch August 1994 - June 1995
Skills
Mortgage Lending, Loans, Banking, Risk Management, Sales Management, Portfolio Management, Sales, Finance, Financial Risk, Valuation, Insurance, Marketing, Analysis, Credit, Underwriting, Mortgage Banking, Business Development, Loan Origination, FHA, Executive Management, Credit Analysis, Financial Services, Selling, Customer Retention, Refinance, Loss Mitigation, Relationship Management, Credit Risk, Mortgage Servicing
Education
Arizona State University, W. P. Carey School of Business 1992 — 1997
BS Finance
CoreLogic August 2012 - Present
CoreLogic January 2007 - Present
First American Real Estate Solutions April 1999 - November 2006
The Republic Group October 1997 - March 1999
Merrill Lynch August 1994 - June 1995
Skills
Mortgage Lending, Loans, Banking, Risk Management, Sales Management, Portfolio Management, Sales, Finance, Financial Risk, Valuation, Insurance, Marketing, Analysis, Credit, Underwriting, Mortgage Banking, Business Development, Loan Origination, FHA, Executive Management, Credit Analysis, Financial Services, Selling, Customer Retention, Refinance, Loss Mitigation, Relationship Management, Credit Risk, Mortgage Servicing
Education
Arizona State University, W. P. Carey School of Business 1992 — 1997
BS Finance
Eric Emmons Eric Emmons's Merrill Lynch Experience October 1998 - July 1999
Job Sr. Developer at Boco Digital Media, LLC
Industry Information Technology and Services
Experience
Boco Digital Media, LLC November 2014 - Present
GSW Advertising March 2007 - November 2014
GSW Advertising March 2007 - April 2014
Blue Diesel March 2007 - January 2013
ET Interactive July 2002 - December 2010
Deloitte & Touche October 2004 - March 2007
Digitalwave Technologies July 1999 - October 2004
Merrill Lynch October 1998 - July 1999
World Wide Web Communications May 1998 - October 1998
Radius Communications May 1997 - May 1998
Skills
HTML 5, CSS3, jQuery, ActionScript, Adobe Fireworks, Photoshop, JavaScript, CSS, PHP, HTML, Web Design, Flash, Graphic Design, Front-end, Multimedia, Layout, Interaction Design, Usability, User Interface Design, User Experience, Animation, User Interface, HTML5, Management
Education
Art Institute of Philadelphia 1996 — 1998
Assoc., Computer Animation / Media Arts
Art Institute of Philadelphia 1995 — 1997
Boco Digital Media, LLC November 2014 - Present
GSW Advertising March 2007 - November 2014
GSW Advertising March 2007 - April 2014
Blue Diesel March 2007 - January 2013
ET Interactive July 2002 - December 2010
Deloitte & Touche October 2004 - March 2007
Digitalwave Technologies July 1999 - October 2004
Merrill Lynch October 1998 - July 1999
World Wide Web Communications May 1998 - October 1998
Radius Communications May 1997 - May 1998
Skills
HTML 5, CSS3, jQuery, ActionScript, Adobe Fireworks, Photoshop, JavaScript, CSS, PHP, HTML, Web Design, Flash, Graphic Design, Front-end, Multimedia, Layout, Interaction Design, Usability, User Interface Design, User Experience, Animation, User Interface, HTML5, Management
Education
Art Institute of Philadelphia 1996 — 1998
Assoc., Computer Animation / Media Arts
Art Institute of Philadelphia 1995 — 1997
Lance Burch's Merrill Lynch Experience July 2004 - August 2007
Job
Industry Investment Management
Experience
Charles Schwab October 2014 - Present
Charles Schwab May 2013 - October 2014
Charles Schwab September 2011 - May 2013
Charles Schwab August 2007 - August 2011
Merrill Lynch July 2004 - August 2007
Intel Corporation 2001 - 2004
U.S. Army May 1996 - January 2001
Education
Arizona State University, W. P. Carey School of Business 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of North Florida 1993 — 1996
Bachelor of Arts (B.A.), Philosophy
Charles Schwab October 2014 - Present
Charles Schwab May 2013 - October 2014
Charles Schwab September 2011 - May 2013
Charles Schwab August 2007 - August 2011
Merrill Lynch July 2004 - August 2007
Intel Corporation 2001 - 2004
U.S. Army May 1996 - January 2001
Education
Arizona State University, W. P. Carey School of Business 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of North Florida 1993 — 1996
Bachelor of Arts (B.A.), Philosophy
Bhavana Patel, PMP's Merrill Lynch Experience 2000 - 2002
Job Business Systems Analyst II
Industry Restaurants
Experience
Bloomin' Brands, Inc. January 2015 - Present
Chase Paymentech Solutions August 2008 - January 2015
Chase Paymentech Solutions February 2006 - August 2008
Chase Paymentech Solutions February 2005 - February 2006
Merrill Lynch 2000 - 2002
Skills
Payment Card Processing, Management, Testing, Web Services, Web Applications, Quality Assurance, Electronic Payments, Payments, Credit Cards, Enterprise Software, Salesforce.com, Sales, Oracle, Payment Gateways, E-commerce, Mobile Payments
Education
University of South Florida 1998 — 2000
Bachelors of Science
Art Institute of Fort Lauderdale 1993 — 1994
Bachelor of Arts
Bloomin' Brands, Inc. January 2015 - Present
Chase Paymentech Solutions August 2008 - January 2015
Chase Paymentech Solutions February 2006 - August 2008
Chase Paymentech Solutions February 2005 - February 2006
Merrill Lynch 2000 - 2002
Skills
Payment Card Processing, Management, Testing, Web Services, Web Applications, Quality Assurance, Electronic Payments, Payments, Credit Cards, Enterprise Software, Salesforce.com, Sales, Oracle, Payment Gateways, E-commerce, Mobile Payments
Education
University of South Florida 1998 — 2000
Bachelors of Science
Art Institute of Fort Lauderdale 1993 — 1994
Bachelor of Arts
Warren Stansberry's Merrill Lynch Experience January 2000 - May 2000
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, NA 2010 - Present
Quest Capital Strategies, Inc. May 2009 - September 2010
UBS Wealth Management November 2007 - May 2009
Stanco Metal Products, Inc. October 2005 - August 2007
Genesis Lending August 2002 - September 2005
Merrill Lynch January 2000 - May 2000
Education
Arizona State University - W. P. Carey School of Business 1997 — 2001
BS, Business (Small Business & Entrepreneurship)
JP Morgan Chase Bank, NA 2010 - Present
Quest Capital Strategies, Inc. May 2009 - September 2010
UBS Wealth Management November 2007 - May 2009
Stanco Metal Products, Inc. October 2005 - August 2007
Genesis Lending August 2002 - September 2005
Merrill Lynch January 2000 - May 2000
Education
Arizona State University - W. P. Carey School of Business 1997 — 2001
BS, Business (Small Business & Entrepreneurship)
JOSEPH ARMIJO's Merrill Lynch Experience August 2014 - Present
Job Manager; Training, Communications, and Procedure Management
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Merrill Lynch March 2013 - August 2014
Merrill Lynch May 2011 - March 2013
Merrill Lynch January 2010 - April 2011
Wells Fargo April 2008 - November 2009
Wells Fargo June 2005 - March 2008
Skills
Management, Interviews, Retail Banking, Call Centers, Customer Service..., Technical Training, Development & delivery..., Internal Communications, Training, Banking, Financial Services, Credit Cards, Wealth Management, Employee Training
Education
Arizona State University West 2005 — 2006
Global Business Management
Northern Arizona University 2004 — 2005
Global Business Management
Merrill Lynch August 2014 - Present
Merrill Lynch March 2013 - August 2014
Merrill Lynch May 2011 - March 2013
Merrill Lynch January 2010 - April 2011
Wells Fargo April 2008 - November 2009
Wells Fargo June 2005 - March 2008
Skills
Management, Interviews, Retail Banking, Call Centers, Customer Service..., Technical Training, Development & delivery..., Internal Communications, Training, Banking, Financial Services, Credit Cards, Wealth Management, Employee Training
Education
Arizona State University West 2005 — 2006
Global Business Management
Northern Arizona University 2004 — 2005
Global Business Management
James Dwyer, CFP®, AIF®'s Merrill Lynch Experience September 2000 - June 2013
Job Partner / Principal at Providus Advisors, LLC
Industry Financial Services
Experience
Providus Advisors, LLC June 2013 - Present
Merrill Lynch September 2000 - June 2013
Skills
Wealth Management, Fiduciary Services, Retirement Planning, Portfolio Management, Investments, Investment Advisory, Estate Planning, Asset Allocation, Strategic Financial..., Alternative Investments, Investment Strategies
Education
Arizona State University, W. P. Carey School of Business 1995 — 1999
Finance
Providus Advisors, LLC June 2013 - Present
Merrill Lynch September 2000 - June 2013
Skills
Wealth Management, Fiduciary Services, Retirement Planning, Portfolio Management, Investments, Investment Advisory, Estate Planning, Asset Allocation, Strategic Financial..., Alternative Investments, Investment Strategies
Education
Arizona State University, W. P. Carey School of Business 1995 — 1999
Finance
Grant McManus's Merrill Lynch Experience May 2003 - June 2006
Job Content Marketing Consultant
Industry Marketing and Advertising
Experience
Grant McManus August 2013 - Present
EverBank July 2006 - August 2013
Merrill Lynch May 2003 - June 2006
The Florida Times Union 1999 - 2005
Concurrent Technologies Corporation October 2000 - July 2002
Visual Edge/Sapphire Moon 1996 - 2000
Coleman Research Corporation 1994 - 1996
Media Works, Inc. 1989 - 1994
CSX Technology 1988 - 1989
WSVN CHANNEL 7 1983 - 1985
Skills
Direct Marketing, Copywriting, SEO copywriting, Content Writing, Public Relations, Blogging, Speech Writing, Photojournalism, Article Creation, Article Marketing, Public Speaking, Project Management, Social Media, Digital Marketing
Education
Florida Community College at Jacksonville 1986 — 1988
Associates of Arts
Art Institute of Fort Lauderdale 1982 — 1984
Associate of Science (A.S.), Photography
Copyblogger Authority Training
Institute Of Integrative Nutrition
Professional Certification, Health and Wellness, General
Grant McManus August 2013 - Present
EverBank July 2006 - August 2013
Merrill Lynch May 2003 - June 2006
The Florida Times Union 1999 - 2005
Concurrent Technologies Corporation October 2000 - July 2002
Visual Edge/Sapphire Moon 1996 - 2000
Coleman Research Corporation 1994 - 1996
Media Works, Inc. 1989 - 1994
CSX Technology 1988 - 1989
WSVN CHANNEL 7 1983 - 1985
Skills
Direct Marketing, Copywriting, SEO copywriting, Content Writing, Public Relations, Blogging, Speech Writing, Photojournalism, Article Creation, Article Marketing, Public Speaking, Project Management, Social Media, Digital Marketing
Education
Florida Community College at Jacksonville 1986 — 1988
Associates of Arts
Art Institute of Fort Lauderdale 1982 — 1984
Associate of Science (A.S.), Photography
Copyblogger Authority Training
Institute Of Integrative Nutrition
Professional Certification, Health and Wellness, General
George Foldesy's Merrill Lynch Experience September 2002 - September 2004
Job Senior Portfolio Manager at Commerce Bank
Industry Investment Management
Experience
Commerce Bank August 2014 - Present
Support Kansas City July 2010 - Present
Bank of America October 2005 - August 2014
Morgan Stanley December 2004 - October 2005
Merrill Lynch September 2002 - September 2004
Skills
Asset Allocation, Wealth Management, Investment Advisory, Investments, Investment Strategies, Tactical Asset..., Manager Selection, Investment Policy..., Investment Research, Morningstar, Hedge Funds, Portfolio Management, Mutual Funds, Asset Management, Investment Management, Alternative Investments, Equities, Securities, Series 7, Series 63
Education
Southern Methodist University - Cox School of Business 2006 — 2008
MBA, Finance
Arkansas State University 1997 — 2001
B.S. Corporate Finance
Jonesboro High School
Commerce Bank August 2014 - Present
Support Kansas City July 2010 - Present
Bank of America October 2005 - August 2014
Morgan Stanley December 2004 - October 2005
Merrill Lynch September 2002 - September 2004
Skills
Asset Allocation, Wealth Management, Investment Advisory, Investments, Investment Strategies, Tactical Asset..., Manager Selection, Investment Policy..., Investment Research, Morningstar, Hedge Funds, Portfolio Management, Mutual Funds, Asset Management, Investment Management, Alternative Investments, Equities, Securities, Series 7, Series 63
Education
Southern Methodist University - Cox School of Business 2006 — 2008
MBA, Finance
Arkansas State University 1997 — 2001
B.S. Corporate Finance
Jonesboro High School
Hugh Fegely's Merrill Lynch Experience October 2011 - Present
Job Media and Journalism Technician, Writer, Producer
Industry Media Production
Experience
Merrill Lynch October 2011 - Present
BONTEN MEDIA - WCTI/WFXI January 2008 - March 2011
WCTI TV 12 and FOX 8/14 2008 - 2010
SOS Global Express 2004 - 2007
Various Companies and Locations 1997 - 2007
Alternative Behavioral Services 2003 - 2004
TDS INCORPORATED 2002 - 2003
CACI INCORPORATED January 2000 - January 2002
Skills
Computer Hardware, Video Production, Writing, Broadcast, Social Media, Television, Editing, Video Editing, Video, Videography, Broadcast Journalism, Camera, Film, Final Cut Pro, Media Production, Networking, Photoshop, Radio, Social Media Marketing, Social Networking
Education
Drexel University 2015 — 2017
Master of Science (MS), Television Management
Ashford University 2012 — 2014
BA, Journalism
Bucks County Community College 1984 — 1986
Neshaminy 1980 — 1984
Merrill Lynch October 2011 - Present
BONTEN MEDIA - WCTI/WFXI January 2008 - March 2011
WCTI TV 12 and FOX 8/14 2008 - 2010
SOS Global Express 2004 - 2007
Various Companies and Locations 1997 - 2007
Alternative Behavioral Services 2003 - 2004
TDS INCORPORATED 2002 - 2003
CACI INCORPORATED January 2000 - January 2002
Skills
Computer Hardware, Video Production, Writing, Broadcast, Social Media, Television, Editing, Video Editing, Video, Videography, Broadcast Journalism, Camera, Film, Final Cut Pro, Media Production, Networking, Photoshop, Radio, Social Media Marketing, Social Networking
Education
Drexel University 2015 — 2017
Master of Science (MS), Television Management
Ashford University 2012 — 2014
BA, Journalism
Bucks County Community College 1984 — 1986
Neshaminy 1980 — 1984
Matt Padilla's Merrill Lynch Experience June 2000 - November 2007
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services Inc. November 2007 - Present
Merrill Lynch June 2000 - November 2007
Northwestern Mutual June 1997 - June 2000
Education
Arizona State University, W. P. Carey School of Business 1995 — 2000
Bachelor of Science (B.S.), Business
UBS Financial Services Inc. November 2007 - Present
Merrill Lynch June 2000 - November 2007
Northwestern Mutual June 1997 - June 2000
Education
Arizona State University, W. P. Carey School of Business 1995 — 2000
Bachelor of Science (B.S.), Business
Jay Michael Frederick's Merrill Lynch Experience May 2008 - February 2009
Job Founder of Ethos Capital Group
Industry Investment Management
Experience
Ethos Capital Group, LLC May 2009 - Present
Merrill Lynch May 2008 - February 2009
Morgan Stanley June 2001 - May 2008
Skills
Wealth Management, Investments, Asset Allocation, Estate Planning, Portfolio Management, Mutual Funds, Financial Advisory, Risk Management, Finance, Strategy, Financial Planners, Certified Financial..., Philanthropy, Retirement Planning, Alternative Investments, Equities, Investment Advisory
Education
Arkansas State University 1997 — 2001
Bachelor of Science (BS), Business Administration, Management and Operations
Ethos Capital Group, LLC May 2009 - Present
Merrill Lynch May 2008 - February 2009
Morgan Stanley June 2001 - May 2008
Skills
Wealth Management, Investments, Asset Allocation, Estate Planning, Portfolio Management, Mutual Funds, Financial Advisory, Risk Management, Finance, Strategy, Financial Planners, Certified Financial..., Philanthropy, Retirement Planning, Alternative Investments, Equities, Investment Advisory
Education
Arkansas State University 1997 — 2001
Bachelor of Science (BS), Business Administration, Management and Operations
Todd Wszolek's Merrill Lynch Experience web designeriVillage Inc1998 - 2000
Job VP LTM at Merrill Lynch
Industry Banking
Experience
Merrill Lynch web designeriVillage Inc1998 - 2000
Education
Art Institute of Philadelphia 1992 — 1995
Merrill Lynch web designeriVillage Inc1998 - 2000
Education
Art Institute of Philadelphia 1992 — 1995
Debjani Bose's Merrill Lynch Experience February 1997 - December 1999
Job MBA student at Arizona State University, W. P. Carey School of Business
Industry Financial Services
Experience
UBS Financial Services August 2003 - June 2005
Legg Mason 2001 - 2003
Merrill Lynch February 1997 - December 1999
Education
Arizona State University - W. P. Carey School of Business 2007 — 2008
MBA
University of Arizona 1992 — 1995
BS, Molecular and Cellular Biology
UBS Financial Services August 2003 - June 2005
Legg Mason 2001 - 2003
Merrill Lynch February 1997 - December 1999
Education
Arizona State University - W. P. Carey School of Business 2007 — 2008
MBA
University of Arizona 1992 — 1995
BS, Molecular and Cellular Biology
Bryan Dobrovolski, CFA's Merrill Lynch Experience March 2014 - Present
Job Associate, Leveraged Finance BofAML
Industry Banking
Experience
Merrill Lynch March 2014 - Present
Merrill Lynch July 2011 - March 2014
Bank of America June 2009 - June 2011
Arizona State University August 2007 - May 2009
Washingtonpost.Newsweek Interactive January 2006 - July 2007
Lifetime Entertainment Services January 2004 - January 2006
Skills
Chartered Financial..., Series 63, Series 7, Leveraged Finance, Salesforce.com
Education
Arizona State University - W. P. Carey School of Business 2007 — 2009
Wake Forest University 1999 — 2003
Merrill Lynch March 2014 - Present
Merrill Lynch July 2011 - March 2014
Bank of America June 2009 - June 2011
Arizona State University August 2007 - May 2009
Washingtonpost.Newsweek Interactive January 2006 - July 2007
Lifetime Entertainment Services January 2004 - January 2006
Skills
Chartered Financial..., Series 63, Series 7, Leveraged Finance, Salesforce.com
Education
Arizona State University - W. P. Carey School of Business 2007 — 2009
Wake Forest University 1999 — 2003
Devin Paltenghi's Merrill Lynch Experience January 2008 - Present
Job Realtor with Keller Williams Realty, Associate with Merrill Lynch Global Private Client
Industry Investment Management
Experience
Merrill Lynch January 2008 - Present
Keller Williams Realty May 2005 - Present
Education
Arizona State University - W. P. Carey School of Business 2004 — 2008
Merrill Lynch January 2008 - Present
Keller Williams Realty May 2005 - Present
Education
Arizona State University - W. P. Carey School of Business 2004 — 2008
Sean Waltz's Merrill Lynch Experience January 1998 - Present
Job SVP Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1998 - Present
Education
Arizona State University - W. P. Carey School of Business 2004 — 2005
MBA, Economics
Michigan State University 1987 — 1992
BA, Finance
Merrill Lynch January 1998 - Present
Education
Arizona State University - W. P. Carey School of Business 2004 — 2005
MBA, Economics
Michigan State University 1987 — 1992
BA, Finance
Ben Galvin's Merrill Lynch Experience 1997 - 1997
Job Assistant Professor at Brigham Young University
Industry Higher Education
Experience
Brigham Young University 2015 - Present
Academy of Management 2005 - Present
San Diego State University 2013 - 2015
University Bookstore, Inc. 2012 - 2013
University of Washington, Bothell 2010 - 2013
Arizona State University 2005 - 2010
Macy's 2003 - 2005
May Merchandising Company 2002 - 2002
Macy's 2000 - 2001
Merrill Lynch 1997 - 1997
Skills
Organizational Behavior, Leadership, Leadership Development, Organizational..., Public Speaking, Coaching, Teaching, Higher Education, Research, Social Networking, Project Management, Data Analysis, Microsoft Office, Instructional Design, Nonprofits, Statistics, Staff Development, Qualitative Research
Education
Arizona State University - W. P. Carey School of Business 2005 — 2010
PhD, Organizational Behavior
Brigham Young University, Marriott School of Business 2001 — 2003
MBA
Brigham Young University 1994 — 2000
BA, American Studies, Business Minor
Brigham Young University 2015 - Present
Academy of Management 2005 - Present
San Diego State University 2013 - 2015
University Bookstore, Inc. 2012 - 2013
University of Washington, Bothell 2010 - 2013
Arizona State University 2005 - 2010
Macy's 2003 - 2005
May Merchandising Company 2002 - 2002
Macy's 2000 - 2001
Merrill Lynch 1997 - 1997
Skills
Organizational Behavior, Leadership, Leadership Development, Organizational..., Public Speaking, Coaching, Teaching, Higher Education, Research, Social Networking, Project Management, Data Analysis, Microsoft Office, Instructional Design, Nonprofits, Statistics, Staff Development, Qualitative Research
Education
Arizona State University - W. P. Carey School of Business 2005 — 2010
PhD, Organizational Behavior
Brigham Young University, Marriott School of Business 2001 — 2003
MBA
Brigham Young University 1994 — 2000
BA, American Studies, Business Minor
Prakash Kandasamy's Merrill Lynch Experience May 2005 - July 2005
Job Analyst
Industry Investment Banking
Experience
Tax Champion November 2008 - Present
JFH Innovative LLC May 2008 - November 2008
Rochester Institute of Technology September 2007 - April 2008
Merrill Lynch May 2005 - July 2005
Education
Investment Banking Institute 2011 — 2011
Investment Banking Analyst Program
Rochester Institute of Technology 2007 — 2009
Masters, Finance
Arizona State University - W. P. Carey School of Business 2002 — 2006
B.S., Business Administration
Tax Champion November 2008 - Present
JFH Innovative LLC May 2008 - November 2008
Rochester Institute of Technology September 2007 - April 2008
Merrill Lynch May 2005 - July 2005
Education
Investment Banking Institute 2011 — 2011
Investment Banking Analyst Program
Rochester Institute of Technology 2007 — 2009
Masters, Finance
Arizona State University - W. P. Carey School of Business 2002 — 2006
B.S., Business Administration
Nita Torrey's Merrill Lynch Experience January 1999 - May 2002
Job Freelance Architectural/Interior & Real Estate Photographer
Industry Photography
Experience
Nita Torrey Photography June 2006 - Present
RE/MAX August 2011 - November 2014
First Data Corporation October 2003 - October 2004
Jackson National Life, Denver, CO October 2002 - October 2003
Merrill Lynch January 1999 - May 2002
Skills
Photography, Architectural..., Portraits, Social Media, Advertising, Creative Direction, Marketing Communications, Social Media Marketing, Marketing, Graphic Design, Blogging, Photoshop, Portrait Photography, Training, Microsoft Office, Customer Service, Real Estate, Adobe Creative Suite, Sales, Negotiation, InDesign, Interior Architecture
Education
The Art Institute of Colorado 2003 — 2005
Associate's degree, Photography
University of Colorado Boulder 1990 — 1994
BA, English (Creative Writing)
Nita Torrey Photography June 2006 - Present
RE/MAX August 2011 - November 2014
First Data Corporation October 2003 - October 2004
Jackson National Life, Denver, CO October 2002 - October 2003
Merrill Lynch January 1999 - May 2002
Skills
Photography, Architectural..., Portraits, Social Media, Advertising, Creative Direction, Marketing Communications, Social Media Marketing, Marketing, Graphic Design, Blogging, Photoshop, Portrait Photography, Training, Microsoft Office, Customer Service, Real Estate, Adobe Creative Suite, Sales, Negotiation, InDesign, Interior Architecture
Education
The Art Institute of Colorado 2003 — 2005
Associate's degree, Photography
University of Colorado Boulder 1990 — 1994
BA, English (Creative Writing)
Dan Kauffman's Merrill Lynch Experience January 2000 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2000 - Present
Merrill Lynch 2000 - 2009
Education
Arizona State University West 1998 — 1999
BA, communication
Merrill Lynch January 2000 - Present
Merrill Lynch 2000 - 2009
Education
Arizona State University West 1998 — 1999
BA, communication
Sachin Mathur's Merrill Lynch Experience 2009 - Present
Job Experienced Finance & Strategy Executive
Industry Financial Services
Experience
Merrill Lynch 2009 - Present
Merrill Lynch 2002 - 2008
Merrill Lynch 2000 - 2002
Venator Group 1998 - 2000
Goldman Sachs 1996 - 1998
Bankers Trust June 1996 - December 1996
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Finance, Risk Management, Financial Reporting, Wealth Management, Accounting, Capital Markets, Valuation
Education
Arizona State University - W. P. Carey School of Business 1993 — 1996
Bachelors, International Finance
State University of New York at Stony Brook 1991 — 1993
Bachelor of Science, Astrophysics
Merrill Lynch 2009 - Present
Merrill Lynch 2002 - 2008
Merrill Lynch 2000 - 2002
Venator Group 1998 - 2000
Goldman Sachs 1996 - 1998
Bankers Trust June 1996 - December 1996
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Finance, Risk Management, Financial Reporting, Wealth Management, Accounting, Capital Markets, Valuation
Education
Arizona State University - W. P. Carey School of Business 1993 — 1996
Bachelors, International Finance
State University of New York at Stony Brook 1991 — 1993
Bachelor of Science, Astrophysics
Christian Dailey MBA, CRPC®'s Merrill Lynch Experience October 2012 - Present
Job Vice President, Senior Supervision Principal, Risk Management at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch October 2012 - Present
Merrill Lynch April 2011 - October 2012
AXA Equitable 2007 - 2011
Merrill Lynch March 2007 - October 2007
Skills
CRPC, CHARTERED RETIREMENT..., Mutual Funds, Alternative Investments, Wealth Management, Securities, Asset Managment, Portfolio Management, Asset Allocation, Investments, Investment Management, Retirement Planning, Retirement, Equities, ETFs, Risk Management, Bloomberg, Strategic Financial..., FINRA, Financial Analysis, Equity Research, Economics, Investment Strategies, Financial Services, Finance, Fixed Income, Options, Insurance, Series 7, Financial Markets, Bonds, Trading, Investment Advisory, Series 6, Stocks, Structured Products, Analysis, Hedge Funds, Capital Markets, Equity Trading, Management, Strategic Planning, Leadership, Financial Modeling, Microsoft Office
Education
Arizona State University, W. P. Carey School of Business 2009 — 2010
MBA, Business Administration, Management and Operations
Rutgers, The State University of New Jersey 2002 — 2005
Bachelor of Science (BS), Pre-Law Studies
Merrill Lynch October 2012 - Present
Merrill Lynch April 2011 - October 2012
AXA Equitable 2007 - 2011
Merrill Lynch March 2007 - October 2007
Skills
CRPC, CHARTERED RETIREMENT..., Mutual Funds, Alternative Investments, Wealth Management, Securities, Asset Managment, Portfolio Management, Asset Allocation, Investments, Investment Management, Retirement Planning, Retirement, Equities, ETFs, Risk Management, Bloomberg, Strategic Financial..., FINRA, Financial Analysis, Equity Research, Economics, Investment Strategies, Financial Services, Finance, Fixed Income, Options, Insurance, Series 7, Financial Markets, Bonds, Trading, Investment Advisory, Series 6, Stocks, Structured Products, Analysis, Hedge Funds, Capital Markets, Equity Trading, Management, Strategic Planning, Leadership, Financial Modeling, Microsoft Office
Education
Arizona State University, W. P. Carey School of Business 2009 — 2010
MBA, Business Administration, Management and Operations
Rutgers, The State University of New Jersey 2002 — 2005
Bachelor of Science (BS), Pre-Law Studies
Leilah Krohn's Merrill Lynch Experience September 2008 - May 2009
Job Project Manager, MBA Development Program at Vanguard
Industry Marketing and Advertising
Experience
Vanguard June 2014 - Present
Banner Health October 2012 - June 2014
Target September 2010 - August 2012
First Solar September 2009 - September 2010
MSS Technologies August 2008 - September 2009
Merrill Lynch September 2008 - May 2009
BHP Billiton May 2008 - August 2008
Skills
Marketing Strategy, Social Media Marketing, Microsoft Office, Marketing, Market Research, Microsoft Excel, Competitive Analysis, Public Speaking, Business Development, Email Marketing, Marketing Research, Brand Management, MS Project, Program Management, Strategy, Management, Leadership, Project Management, Team Leadership, Sales, Marketing Communications, Project Planning, Human Resources, Cross-functional Team..., Process Improvement, Microsoft Project
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, International Business
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Marketing
Queen Margaret University College 2007 — 2007
Richmond, The American International University in London 2007 — 2007
University College Dublin 2007 — 2007
Vanguard June 2014 - Present
Banner Health October 2012 - June 2014
Target September 2010 - August 2012
First Solar September 2009 - September 2010
MSS Technologies August 2008 - September 2009
Merrill Lynch September 2008 - May 2009
BHP Billiton May 2008 - August 2008
Skills
Marketing Strategy, Social Media Marketing, Microsoft Office, Marketing, Market Research, Microsoft Excel, Competitive Analysis, Public Speaking, Business Development, Email Marketing, Marketing Research, Brand Management, MS Project, Program Management, Strategy, Management, Leadership, Project Management, Team Leadership, Sales, Marketing Communications, Project Planning, Human Resources, Cross-functional Team..., Process Improvement, Microsoft Project
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, International Business
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Marketing
Queen Margaret University College 2007 — 2007
Richmond, The American International University in London 2007 — 2007
University College Dublin 2007 — 2007
Dolores Jansen's Merrill Lynch Experience September 1989 - March 2009
Job Corporate Accounts Design Director at NELSON
Industry Architecture & Planning
Experience
NELSON March 2011 - Present
Bank of America March 2009 - December 2010
Merrill Lynch September 1989 - March 2009
Education
New York Graduate School of Psychoanalysis
Psychoanalysis
Art Institute of Pittsburgh
BSA, Interior Design
Fashion Institute of Technology
Interior Design
NELSON March 2011 - Present
Bank of America March 2009 - December 2010
Merrill Lynch September 1989 - March 2009
Education
New York Graduate School of Psychoanalysis
Psychoanalysis
Art Institute of Pittsburgh
BSA, Interior Design
Fashion Institute of Technology
Interior Design
Herman Hodgson's Merrill Lynch Experience June 1998 - August 2000
Job Graphic Designer
Industry Design
Experience
Jua Howard's Colors of Life Album January 2014 - Present
Trinity Promotions and SK Martial Arts August 2013 - Present
Original Syn Music October 2012 - Present
BlueLinx Corporation February 2002 - April 2008
Merrill Lynch June 1998 - August 2000
Skills
Graphic Design, InDesign, Illustrator, Photoshop, Dreamweaver, Layout, Illustration, Digital Illustration, Branding & Identity, Typography, Packaging, Drawing, Sketching, Banking, Financial Services, Credit, Mac OS, Windows, Adobe Creative Suite, Mac, Logo Design
Education
Art Institute of Atlanta 2010 — 2012
Associate of Arts (AA), Graphic Design, GPA: 3.7
Emory University 1997 — 2001
Bachelor's degree, Economics
Jua Howard's Colors of Life Album January 2014 - Present
Trinity Promotions and SK Martial Arts August 2013 - Present
Original Syn Music October 2012 - Present
BlueLinx Corporation February 2002 - April 2008
Merrill Lynch June 1998 - August 2000
Skills
Graphic Design, InDesign, Illustrator, Photoshop, Dreamweaver, Layout, Illustration, Digital Illustration, Branding & Identity, Typography, Packaging, Drawing, Sketching, Banking, Financial Services, Credit, Mac OS, Windows, Adobe Creative Suite, Mac, Logo Design
Education
Art Institute of Atlanta 2010 — 2012
Associate of Arts (AA), Graphic Design, GPA: 3.7
Emory University 1997 — 2001
Bachelor's degree, Economics
Harrison Bill's Merrill Lynch Experience November 1971 - January 1974
Job Branch Mgr. at Oberweis Securities
Industry Financial Services
Experience
First American National 2014 - Present
Oberweis Securities November 2001 - Present
JC Bradford Securities September 1996 - September 1999
Merrill Lynch November 1971 - January 1974
Skills
Strategic Planning, Team Building, Leadership, Coaching, Negotiation, Sales, Customer Service, New Business Development, Public Speaking, Sales Management, Leadership Development, Budgets, Contract Negotiation, Management, Marketing, Account Management, Investment Properties, Insurance, Loans, Training, Real Estate, Investments, Mortgage Lending, Wealth Management
Education
Arkansas State University 1963 — 1966
BS, Business Administration
University of Alabama 1962 — 1963
Bachelor of Science (BS), Business Administration and Management, General
First American National 2014 - Present
Oberweis Securities November 2001 - Present
JC Bradford Securities September 1996 - September 1999
Merrill Lynch November 1971 - January 1974
Skills
Strategic Planning, Team Building, Leadership, Coaching, Negotiation, Sales, Customer Service, New Business Development, Public Speaking, Sales Management, Leadership Development, Budgets, Contract Negotiation, Management, Marketing, Account Management, Investment Properties, Insurance, Loans, Training, Real Estate, Investments, Mortgage Lending, Wealth Management
Education
Arkansas State University 1963 — 1966
BS, Business Administration
University of Alabama 1962 — 1963
Bachelor of Science (BS), Business Administration and Management, General
Gregory Juke Muir's Merrill Lynch Experience January 2013 - January 2014
Job Financial Advisor at BancWest Investment Services
Industry Financial Services
Experience
Bank of the West August 2015 - Present
Northwestern Mutual February 2014 - August 2015
Merrill Lynch January 2013 - January 2014
Bank of America June 2010 - June 2011
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Social Media, Series 7, Microsoft Office, Customer Service, Financial Modeling, Banking, Sales, Process Improvement, Series 66, Life & Health Insurance..., Strategic Financial..., Financial Planning
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
Culver Military Academy 2003 — 2006
Bank of the West August 2015 - Present
Northwestern Mutual February 2014 - August 2015
Merrill Lynch January 2013 - January 2014
Bank of America June 2010 - June 2011
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Social Media, Series 7, Microsoft Office, Customer Service, Financial Modeling, Banking, Sales, Process Improvement, Series 66, Life & Health Insurance..., Strategic Financial..., Financial Planning
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
Culver Military Academy 2003 — 2006
B Saha's Merrill Lynch Experience November 2005 - January 2006
Job Teaching Assistant at North Dakota State University
Industry Higher Education
Experience
Arkansas Tech University August 2008 - July 2011
VISA August 2007 - February 2008
AT&T May 2006 - July 2006
Goldman Sachs February 2006 - April 2006
Merrill Lynch November 2005 - January 2006
Stevens Institute of Technology January 2004 - October 2005
JPMorgan Chase September 2001 - December 2003
IBM August 2000 - August 2001
AT&T February 1998 - July 2000
B&W June 1997 - January 1998
Skills
UML, Requirements Analysis, Java, SOA, Agile Methodologies, Java Enterprise Edition, AJAX, XML, Struts, JUnit, SOAP, Servlets, REST, JDBC, Distributed Systems, Object Oriented Design, Software Engineering, Unix, JavaSE, JSF, MVC, Web Applications, JavaScript, Design Patterns, JAXB, jQuery, SQL, JMS, Java / J2EE /JEE, JAXP(SAX, DOM, XSLT), WebServices(SOAP, REST), Oracle, UNIX, JSF/SWING, STRUTS, Hibernate / JPA(ORM), Servlet / JSP / HTTP, XML(DTD/XSD), SOA, JAXB, XHTML/CSS, Jasper Reports/ JQuery, OOSAD(UML), TDD(JUNIT), Testing, Architecture, Integration, QA, JMS/MOM, EJB/JPA, MS Office and Project..., Lamp, Wamp, ZEND,...
Education
North Dakota State University 2011 — 2020
PHD, Software Engineering
Arkansas Tech University 2008 — 2011
MS, Information Tech
Stevens Institute of Technology 2004 — 2005
MS, Computer Sc
Calcutta University 1990 — 1995
BE, Computer Science
Arkansas Tech University August 2008 - July 2011
VISA August 2007 - February 2008
AT&T May 2006 - July 2006
Goldman Sachs February 2006 - April 2006
Merrill Lynch November 2005 - January 2006
Stevens Institute of Technology January 2004 - October 2005
JPMorgan Chase September 2001 - December 2003
IBM August 2000 - August 2001
AT&T February 1998 - July 2000
B&W June 1997 - January 1998
Skills
UML, Requirements Analysis, Java, SOA, Agile Methodologies, Java Enterprise Edition, AJAX, XML, Struts, JUnit, SOAP, Servlets, REST, JDBC, Distributed Systems, Object Oriented Design, Software Engineering, Unix, JavaSE, JSF, MVC, Web Applications, JavaScript, Design Patterns, JAXB, jQuery, SQL, JMS, Java / J2EE /JEE, JAXP(SAX, DOM, XSLT), WebServices(SOAP, REST), Oracle, UNIX, JSF/SWING, STRUTS, Hibernate / JPA(ORM), Servlet / JSP / HTTP, XML(DTD/XSD), SOA, JAXB, XHTML/CSS, Jasper Reports/ JQuery, OOSAD(UML), TDD(JUNIT), Testing, Architecture, Integration, QA, JMS/MOM, EJB/JPA, MS Office and Project..., Lamp, Wamp, ZEND,...
Education
North Dakota State University 2011 — 2020
PHD, Software Engineering
Arkansas Tech University 2008 — 2011
MS, Information Tech
Stevens Institute of Technology 2004 — 2005
MS, Computer Sc
Calcutta University 1990 — 1995
BE, Computer Science
Devin Coger's Merrill Lynch Experience September 2012 - Present
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch September 2012 - Present
Charles Schwab June 2011 - September 2012
MidFirst Bank April 2010 - November 2010
Best Buy November 2005 - February 2010
Skills
Financial Analysis, Retail, Merchandising, Customer Satisfaction, Customer Experience, Sales, Microsoft Office, Retail Sales, Microsoft Excel, Outlook, CAPM, Series 7, Finance, Wealth Management, Series 66, Asset Management, Life Insurance, Health Insurance, Management
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
Merrill Lynch September 2012 - Present
Charles Schwab June 2011 - September 2012
MidFirst Bank April 2010 - November 2010
Best Buy November 2005 - February 2010
Skills
Financial Analysis, Retail, Merchandising, Customer Satisfaction, Customer Experience, Sales, Microsoft Office, Retail Sales, Microsoft Excel, Outlook, CAPM, Series 7, Finance, Wealth Management, Series 66, Asset Management, Life Insurance, Health Insurance, Management
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
Paul Terrigno's Merrill Lynch Experience February 2010 - March 2012
Job Capital Markets Analyst
Industry Financial Services
Experience
Wells Fargo Securities January 2014 - Present
Wells Fargo May 2012 - 2013
Merrill Lynch February 2010 - March 2012
Vanguard 2007 - 2009
Thomson Reuters 2006 - 2007
Skills
Series 7, Alternative Investments, Series 63, Fixed Income, Equities, Portfolio Management, Wealth Management, Derivatives, Mutual Funds, Bloomberg, Investments, Capital Markets, Hedge Funds, Financial Modeling, Structured Products, Investment Banking, Trading Systems, Asset Allocation, Securities, Asset Managment, Series 65, Series 6
Education
Arizona State University, W. P. Carey School of Business 2001 — 2006
Bachelor of Science (BS), Accounting
Pierson High Scool 1997 — 2001
Wells Fargo Securities January 2014 - Present
Wells Fargo May 2012 - 2013
Merrill Lynch February 2010 - March 2012
Vanguard 2007 - 2009
Thomson Reuters 2006 - 2007
Skills
Series 7, Alternative Investments, Series 63, Fixed Income, Equities, Portfolio Management, Wealth Management, Derivatives, Mutual Funds, Bloomberg, Investments, Capital Markets, Hedge Funds, Financial Modeling, Structured Products, Investment Banking, Trading Systems, Asset Allocation, Securities, Asset Managment, Series 65, Series 6
Education
Arizona State University, W. P. Carey School of Business 2001 — 2006
Bachelor of Science (BS), Accounting
Pierson High Scool 1997 — 2001
Cathy Quick's Merrill Lynch Experience July 2012 - Present
Job Client Associate at Merrill Lynch
Industry Banking
Experience
Merrill Lynch July 2012 - Present
Sea Island Bank October 2006 - October 2010
Wells Fargo Financial April 2003 - October 2006
Wells Fargo 2003 - 2006
Morgan Stanley Wealth Management March 1999 - June 2002
Barnett Bank April 1997 - February 1999
Skills
Customer Service, Banking, Credit, Microsoft Office, Real Estate, Social Media Marketing, Mergers, Process Improvement, Leadership, Sales, Team Building, Customer Satisfaction, Training, Team Leadership, Customer Retention, Customer Engagement, Microsoft Excel, Mail Merge, Loans
Education
American Airlines Stewardess College 1968 — 1968
Flight Attendant, Flight Attendant
The University of Georgia 1964 — 1968
Bachelor of Science, Interior Design/Art
Armstrong Atlantic State University 1964 — 1965
Merrill Lynch July 2012 - Present
Sea Island Bank October 2006 - October 2010
Wells Fargo Financial April 2003 - October 2006
Wells Fargo 2003 - 2006
Morgan Stanley Wealth Management March 1999 - June 2002
Barnett Bank April 1997 - February 1999
Skills
Customer Service, Banking, Credit, Microsoft Office, Real Estate, Social Media Marketing, Mergers, Process Improvement, Leadership, Sales, Team Building, Customer Satisfaction, Training, Team Leadership, Customer Retention, Customer Engagement, Microsoft Excel, Mail Merge, Loans
Education
American Airlines Stewardess College 1968 — 1968
Flight Attendant, Flight Attendant
The University of Georgia 1964 — 1968
Bachelor of Science, Interior Design/Art
Armstrong Atlantic State University 1964 — 1965
Nathan Cao's Merrill Lynch Experience January 2011 - April 2011
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte January 2013 - Present
RR Donnelley June 2012 - November 2012
Karaoke Club August 2010 - July 2011
Merrill Lynch January 2011 - April 2011
Asia (Group) Accounting Firm June 2010 - July 2010
Skills
Financial Planning, Financial Analysis, Excel, Accounting, Word, ACL, SQL, Access, Internal Controls, Microsoft Excel
Education
Arizona State University - W. P. Carey School of Business 2011 — 2012
Master of Accountancy, Accounting
W.P. Carey School of Business at Arizona State University 2011 — 2012
Master, Accountancy
University of Arizona 2007 — 2011
Bachelor of Science in Business AdministrationBachelor of Science in Business Administration, Accounting & Management Information System
Eller College of Management at University of Arizona
Bachelor of Science, Accounting &Management Information System
Deloitte January 2013 - Present
RR Donnelley June 2012 - November 2012
Karaoke Club August 2010 - July 2011
Merrill Lynch January 2011 - April 2011
Asia (Group) Accounting Firm June 2010 - July 2010
Skills
Financial Planning, Financial Analysis, Excel, Accounting, Word, ACL, SQL, Access, Internal Controls, Microsoft Excel
Education
Arizona State University - W. P. Carey School of Business 2011 — 2012
Master of Accountancy, Accounting
W.P. Carey School of Business at Arizona State University 2011 — 2012
Master, Accountancy
University of Arizona 2007 — 2011
Bachelor of Science in Business AdministrationBachelor of Science in Business Administration, Accounting & Management Information System
Eller College of Management at University of Arizona
Bachelor of Science, Accounting &Management Information System
Jennifer Nieschulz's Merrill Lynch Experience April 2011 - March 2013
Job Broker
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
Merrill Lynch April 2011 - March 2013
USAA September 2007 - February 2011
USAA September 2006 - September 2007
Amazon.com 1999 - 1999
Skills
Series 7, Financial Services, Securities, Equities, Trading
Education
Arizona State University West 2006 — 2008
BS, Global Management Finance
Seattle University 1994 — 1995
Charles Schwab February 2013 - Present
Merrill Lynch April 2011 - March 2013
USAA September 2007 - February 2011
USAA September 2006 - September 2007
Amazon.com 1999 - 1999
Skills
Series 7, Financial Services, Securities, Equities, Trading
Education
Arizona State University West 2006 — 2008
BS, Global Management Finance
Seattle University 1994 — 1995
Ana Espinal, MBA, QKA's Merrill Lynch Experience February 1996 - February 1997
Job Institutional Ret Products & Svces Client Administration Manager at Vanguard
Industry Financial Services
Experience
Vanguard February 1998 - Present
Vanguard December 2005 - March 2010
Vanguard January 1998 - December 2005
American Express March 1997 - March 1998
Merrill Lynch February 1996 - February 1997
Skills
Series 63, Mutual Funds, Series 7, 401k, Investments, Financial Services, Strategic Financial..., Defined Benefit, Securities, Retirement, Finance, Relationship Management, FINRA, Microsoft Excel, Asset Allocation, Insurance, Financial Analysis, Series 6, IRAs, Retirement Planning, Performance Management, Personal Development, Strategic Negotiations, Contractual Agreements, Leadership, Asset Management, Pensions, Defined Contribution, Portfolio Management, Wealth Management, Employee Benefits
Education
Arizona State University College of Law 2010 — 2014
Master of Laws (LLM), Law
Southwest Gardener Arts 2011 — 2011
Hobby
University of Phoenix 2005 — 2007
MBA, Business Administration
Siena College 1994 — 1997
Bachelors of Science, Finance
Vanguard February 1998 - Present
Vanguard December 2005 - March 2010
Vanguard January 1998 - December 2005
American Express March 1997 - March 1998
Merrill Lynch February 1996 - February 1997
Skills
Series 63, Mutual Funds, Series 7, 401k, Investments, Financial Services, Strategic Financial..., Defined Benefit, Securities, Retirement, Finance, Relationship Management, FINRA, Microsoft Excel, Asset Allocation, Insurance, Financial Analysis, Series 6, IRAs, Retirement Planning, Performance Management, Personal Development, Strategic Negotiations, Contractual Agreements, Leadership, Asset Management, Pensions, Defined Contribution, Portfolio Management, Wealth Management, Employee Benefits
Education
Arizona State University College of Law 2010 — 2014
Master of Laws (LLM), Law
Southwest Gardener Arts 2011 — 2011
Hobby
University of Phoenix 2005 — 2007
MBA, Business Administration
Siena College 1994 — 1997
Bachelors of Science, Finance
Vincent Scott's Merrill Lynch Experience October 2004 - November 2008
Job Kosher Cook at Wegmans Food Markets
Industry Hospitality
Experience
Wegmans Food Markets January 2013 - Present
Marriott Courtyard May 2011 - December 2012
Touch of Class Catering November 2008 - April 2011
Merrill Lynch October 2004 - November 2008
Skills
Hospitality, Catering, Food & Beverage, Chef, Food Service, Hotels, Banquets, Culinary Skills, Food Industry, Banquet Operations, Military Experience, Event Planning, Customer Service, Social Media, Team Building, Sales, Public Relations, Social Networking, Marketing, Social Media Marketing, Event Management, Seafood, Cooking, Food Safety
Education
Art Institute of Philadelphia 1993 — 1995
Wegmans Food Markets January 2013 - Present
Marriott Courtyard May 2011 - December 2012
Touch of Class Catering November 2008 - April 2011
Merrill Lynch October 2004 - November 2008
Skills
Hospitality, Catering, Food & Beverage, Chef, Food Service, Hotels, Banquets, Culinary Skills, Food Industry, Banquet Operations, Military Experience, Event Planning, Customer Service, Social Media, Team Building, Sales, Public Relations, Social Networking, Marketing, Social Media Marketing, Event Management, Seafood, Cooking, Food Safety
Education
Art Institute of Philadelphia 1993 — 1995
Shawn Rhodus's Merrill Lynch Experience April 2000 - December 2001
Job Retail Professional
Industry Retail
Experience
Kohl's Department Stores May 2006 - November 2012
Kohl's Department Stores 2004 - 2006
Merrill Lynch April 2000 - December 2001
Skills
Visual Merchandising, Merchandising, Retail, Department Stores, Planograms, Retail Sales, Window Displays, Styling, Apparel, Fashion, Floor Plans, Merchandise Planning, Store Operations, Assortment, Cashiering, Retail Design, Trend, Store Management
Education
Art Institute of Colorado 1998 — 2003
Bachelor of Arts (B.A.), Interior Design
Parks College
Associate of Science (A.S.), Travel and Tourism
Kohl's Department Stores May 2006 - November 2012
Kohl's Department Stores 2004 - 2006
Merrill Lynch April 2000 - December 2001
Skills
Visual Merchandising, Merchandising, Retail, Department Stores, Planograms, Retail Sales, Window Displays, Styling, Apparel, Fashion, Floor Plans, Merchandise Planning, Store Operations, Assortment, Cashiering, Retail Design, Trend, Store Management
Education
Art Institute of Colorado 1998 — 2003
Bachelor of Arts (B.A.), Interior Design
Parks College
Associate of Science (A.S.), Travel and Tourism
April Wells's Merrill Lynch Experience December 2013 - April 2014
Job MBAHealth Administration CandidateThe George Washington University (online)
Industry Hospital & Health Care
Experience
Brookdale University Hospital and Medical Center August 2015 - Present
CarMax March 2014 - August 2015
St. Joseph/ Candler Hospital August 2014 - January 2015
St. Joseph's Candler - St.Mary's Health Clinic January 2014 - May 2014
Merrill Lynch December 2013 - April 2014
Memorial University Medical Center (MUMC) August 2013 - September 2013
Georgia Ports Authority May 2013 - August 2013
Skills
Healthcare, Healthcare Management, Leadership, HIPAA, Public Speaking, Data Entry, Microsoft Word, Wellness, Cpr Certified, Cross-functional Team..., Healthgram, Training, Customer Service, PowerPoint, Microsoft Excel
Education
Armstrong State University 2011 — 2015
Bachelor of Science (B.S.), Health Administration
Villanova University 2014 — 2014
Lean Six Sigma Green belt-healthcare, Lean Six Sigma- Healthcare
Brookdale University Hospital and Medical Center August 2015 - Present
CarMax March 2014 - August 2015
St. Joseph/ Candler Hospital August 2014 - January 2015
St. Joseph's Candler - St.Mary's Health Clinic January 2014 - May 2014
Merrill Lynch December 2013 - April 2014
Memorial University Medical Center (MUMC) August 2013 - September 2013
Georgia Ports Authority May 2013 - August 2013
Skills
Healthcare, Healthcare Management, Leadership, HIPAA, Public Speaking, Data Entry, Microsoft Word, Wellness, Cpr Certified, Cross-functional Team..., Healthgram, Training, Customer Service, PowerPoint, Microsoft Excel
Education
Armstrong State University 2011 — 2015
Bachelor of Science (B.S.), Health Administration
Villanova University 2014 — 2014
Lean Six Sigma Green belt-healthcare, Lean Six Sigma- Healthcare
Shelly Krug's Merrill Lynch Experience May 1997 - January 1999
Job Operations Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
TIAA-CREF June 2010 - Present
TIAA-CREF October 2001 - June 2010
TIAA-CREF February 1999 - November 2001
Merrill Lynch May 1997 - January 1999
Merrill Lynch August 1995 - April 1997
Merrill Lynch April 1990 - August 1995
Skills
Process Improvement, PMO, Business Analysis, Vendor Management, Project Portfolio..., IT Strategy, SDLC, Project Delivery, ITIL, Risk Management, Business Process..., Outsourcing, PMP, Governance, Resource Management, Project Management, Program Management, Change Management, Management, Leadership
Education
Colorado Christian University
MBA
University of Phoenix 1997 — 1999
BSBA
Art Institute of Colorado 1985 — 1987
Associates of Visual Communications, Commercial and Advertising Art
TIAA-CREF November 2014 - Present
TIAA-CREF June 2010 - Present
TIAA-CREF October 2001 - June 2010
TIAA-CREF February 1999 - November 2001
Merrill Lynch May 1997 - January 1999
Merrill Lynch August 1995 - April 1997
Merrill Lynch April 1990 - August 1995
Skills
Process Improvement, PMO, Business Analysis, Vendor Management, Project Portfolio..., IT Strategy, SDLC, Project Delivery, ITIL, Risk Management, Business Process..., Outsourcing, PMP, Governance, Resource Management, Project Management, Program Management, Change Management, Management, Leadership
Education
Colorado Christian University
MBA
University of Phoenix 1997 — 1999
BSBA
Art Institute of Colorado 1985 — 1987
Associates of Visual Communications, Commercial and Advertising Art
Judy Dobbs's Merrill Lynch Experience September 2001 - Present
Job
Industry
Experience
Merrill Lynch September 2001 - Present
Education
Arkansas State University 1968 — 1971
Bachelor's degree, Business Education
Merrill Lynch September 2001 - Present
Education
Arkansas State University 1968 — 1971
Bachelor's degree, Business Education
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank