Merrill Lynch

Industry: Banking company

Description

Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America

Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Merrill Lynch Employees

Employee
Years
Job
Industry
Kevin Trizila Kevin Trizila Denver, Colorado Details
Kevin Trizila's Merrill Lynch Experience 2005 - 2008
Job Senior Sales Executive at Zillow Group
Industry Internet
Experience
Zillow Group  November 2012 - Present
Ascent Credit Solutions   2009 - 2012
Merrill Lynch   2005 - 2008
Hibernia National Bank: A Wholly-Owned Subsidiary of Capital One   2004 - 2005
Merrill Lynch   1999 - 2004

Skills
Advertising, Marketing, Web Based Media, Real Estate, Real Estate Economics, Real Estate Websites, Financial Markets, Equity Trading, Equity Indices, Sales, Selling, Salesforce.com, Sales Presentations, Account Management, Asset Management, Mergers & Acquisitions, Lead Generation, Sales Process, Financial Modeling, Business Development, Financial Analysis, Valuation, Corporate Finance, Finance, CRM, Portfolio Management, Cold Calling, Customer Acquisition, Loans, Direct Sales, Equities, Series 7

Education
Fort Lewis College   1994 — 1998
Bachelor of Arts (B.A.), Business Administration and Management

National Outdoor Leadership School   1994 — 1994
Bachelor of Business Administration (BBA), Semester in the Rockies

Luyang Zhang Luyang Zhang San Francisco Bay Area Details
Luyang Zhang's Merrill Lynch Experience October 2012 - December 2012
Job Software Engineer at Facebook
Industry Computer Software
Experience
Facebook  June 2015 - Present
Fidelity Investments  July 2013 - June 2014
Worcester Polytechnic Institute  September 2012 - May 2013
Merrill Lynch   October 2012 - December 2012
CrunchTime! Information Systems  August 2012 - October 2012
Harvard Management Company  May 2012 - August 2012

Skills
Java, C++, C#, Python, JavaScript, SQL, ASP.NET, MyBatis, HTML 5, JUnit

Education
Yale University   2014 — 2015
Master's Degree, Computer Science

Worcester Polytechnic Institute   2010 — 2013
Bachelor of Science, Computer Science, 3.90

Worcester Polytechnic Institute   2010 — 2013
Bachelor of Science, Mathematical Sciences, 3.90

Fudan University   2009 — 2010
Bachelor's degree (Not Finished), Mathematics

Shanghai High School   2006 — 2009
High School

Frank Wang Frank Wang United States Details
Frank Wang's Merrill Lynch Experience December 2009 - March 2010
Job Global ECommerce
Industry Internet
Experience
Apple  November 2014 - May 2015
Deloitte  September 2012 - November 2014
Deloitte  June 2011 - August 2011
Merrill Lynch   December 2009 - March 2010
Guangdong Development Bank  June 2009 - July 2009
Jet Propulsion Laboratory  July 2007 - August 2007

Skills
Treasury, Financial Markets, Financial Analysis, Management Consulting, Strategy, Investment Management, Microsoft Excel, PowerPoint, Cash Flow Forecasting, International Business, Project Management, Chinese, Visio, Financial Accounting, Corporate Finance, Equity Research, Variance Analysis, Data Analysis, Finance, Financial Forecasting, Business Operations, Change Management, Technology

Education
University of California, Berkeley   2008 — 2012
B.S., Business Administration, GPA: 3.8/4.0

Fudan University   2012 — 2012
Business/Managerial Economics

Glen A. Wilson High School   2004 — 2008

Alexander Rachlin Alexander Rachlin New York, New York Details
Alexander Rachlin's Merrill Lynch Experience June 2014 - August 2014
Job Portfolio Management Group Associate at AB
Industry Investment Management
Experience
AB  June 2015 - Present
Wesleyan University  January 2014 - December 2014
Merrill Lynch   June 2014 - August 2014
Wesleyan University  August 2013 - May 2014
Charleston Aluminum   July 2013 - August 2013
World Trade Center Buffalo Niagara  June 2013 - July 2013
Psi Upsilon Fraternity  August 2012 - December 2012
Wesleyan University  August 2012 - September 2012
Lakeshore Sport & Fitness  June 2011 - August 2012

Skills
Facebook, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Economics, Social Networking, Social Media, Teamwork, Photoshop, Finance, Eviews, Editing, Event Planning, Research, Leadership, Community Outreach, DataInsight, Wealth Management, Economic Research, Bloomberg Terminal, SQL

Education
Wesleyan University   2011 — 2015
Bachelor of Arts (B.A.), Economics and Psychology

Francis W. Parker School   1997 — 2011

Matthew Lu Matthew Lu Greater Los Angeles Area Details
Matthew Lu's Merrill Lynch Experience August 2012 - August 2013
Job Consulting Professional
Industry Financial Services
Experience
Emerging Strategy  November 2014 - Present
The Store-Checkers   2014 - November 2014
Daxue Consulting   2014 - 2014
Merrill Lynch   August 2012 - August 2013
Artech Inc. Shanghai   March 2011 - August 2011
Century Loan Services   July 2009 - September 2009

Skills
Microsoft Office, Excel, Essbase, Oracle Applications, Oracle Discoverer, Oracle E-Business Suite, Access, Microsoft Excel, Research, Financial Analysis, Economics, Internal Controls

Education
University of California, Santa Barbara   2008 — 2012
Business Economics, Business

Fudan University   2011 — 2011
Business Economics

CHS

CHS

MB

Dianne Francisco Dianne Francisco San Francisco Bay Area Details
Dianne Francisco's Merrill Lynch Experience January 2009 - May 2009
Job Product Marketing at TubeMogul, Inc.
Industry Marketing and Advertising
Experience
TubeMogul, Inc.   May 2014 - Present
KPMG  June 2013 - May 2014
KPMG  January 2013 - June 2013
KPMG  October 2010 - December 2012
Merrill Lynch   January 2009 - May 2009

Skills
Financial Reporting, Auditing, Financial Modeling, External Audit, US GAAP, Microsoft Excel, Financial Analysis, Start-ups, Cross-functional Team..., Business Development, Market Research, Collateral Development, Proposals, Project Management, Event Planning, Learning Film Production, Finance, Strategy, Leadership, Data Analysis, Management

Education
Haas School of Business, UC Berkeley
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Fudan University
School of Business and Economics, Chinese Studies, Entrepreneurship, and Marketing

Colin Bathgate Colin Bathgate Pomfret Center, Connecticut Details
Colin Bathgate's Merrill Lynch Experience August 2012 - December 2012
Job Manufacturing Supervisor at Loos & Co., Inc.
Industry Aviation & Aerospace
Experience
Loos & Co., Inc.   October 2014 - Present
US Navy Reserve  September 2010 - Present
Merrill Lynch   August 2012 - December 2012
NAPA Auto Parts  August 2010 - August 2012
United States Navy  September 2004 - September 2010
Antietam Automotive   June 2003 - September 2004

Skills
Multi Tasking, Business Process, Financial Services, Office Administration, Customer Service, Customer Satisfaction, Project Planning, Strategic Planning, Business Planning, Space planning, Life Transitions, Personnel Management, Personnel Supervision, Military Personnel, Personnel Evaluation, Motivation, Highly detail oriented, Highly motivated..., Event Planning, International..., Determined to Succeed, Weapons Handling, Weapon Systems, Weapons Training, Certified Firearms..., Military Experience, Automotive Parts, Automotive Products, Sales, International Business, Telecommuting, Leading Diverse Teams, Social Media, International Relations, Planned Preventative..., Solutions Focused, Computer Competency, Mac OS, Microsoft Excel, Microsoft Word, PowerPoint, Video Editing, Final Cut Pro, Military, Security Clearance, Military Operations, Navy, Weapons, Tactics, Operational Planning

Education
The University of Connecticut School of Business   2015 — 2018
Master of Business Administration (M.B.A.), International Business

Strayer University (VA)   2013 — 2014
Bachelor of Business Administration (BBA), International Business, 3.6

Hood College   2012 — 2013
Bachelor of Arts (B.A.) - Transferred, Business Management, International Economics and Finance, 3.7

Frederick Community College   2010 — 2011
Associate of Arts (A.A.), Business Administration, 3.6

Jim Magnuson Jr. Jim Magnuson Jr. Columbus, Ohio Area Details
Jim Magnuson Jr.'s Merrill Lynch Experience January 2002 - June 2002
Job Business Analyst: Payment Services at Alliance Data Retail Services
Industry Financial Services
Experience
Alliance Data Retail Services  April 2015 - Present
Fidelity National Information Services  January 2013 - March 2015
Fidelity National Information Services  July 2010 - January 2013
Talon Title Agency   January 2004 - August 2009
Arlington Bank   August 2002 - January 2004
Merrill Lynch   January 2002 - June 2002

Skills
Leadership, Management Consulting, Coaching, Business Development, Project Management, Product Management, Banking, Payments, Financial Services, Risk Management, Management, Business Strategy, Staff Development, Account Management, Customer Service, Strategy, Marketing, Business Analysis

Education
The Ohio State University   1998 — 2002
Bachelor of Arts (B.A.), Communication, General

Franklin University   2007 — 2008
Masters, Business Administration

Ben Burkett Ben Burkett Greater Denver Area Details
Ben Burkett's Merrill Lynch Experience December 2001 - May 2002
Job Dynamic Internal Audit Manager | Adding value through leadership and collaboration
Industry Oil & Energy
Experience
DCP Midstream  June 2009 - Present
KPMG LLP  October 2007 - June 2010
KPMG New Zealand  2006 - 2009
KPMG LLP  November 2004 - October 2007
KPMG LLP  January 2003 - November 2004
Aggregate Industries  June 2002 - December 2002
Merrill Lynch   December 2001 - May 2002

Skills
CISSP, CISA, Audit, IT Audit, SOX, COBIT, Internal Audit, Risk Assessment, Internal Controls, Process Improvement, Risk Management, Sarbanes-Oxley Act, Sarbanes-Oxley, Governance, SAS70, External Audit, SOX 404, CPA, Big 4, IT Strategy, ITGC, ISO 27001, SSAE 16, US GAAP, Auditing, Business Process, Financial Risk, Accounting, COSO, Enterprise Risk..., Information Security, Information Technology, Assurance, Business Process..., IT Risk Management, SOX Compliancy, Financial Audits, Management

Education
Fort Lewis College   1996 — 2000
BA in International Business, Internaitonal Business, French

Groupe Superior de Commerce   1998 — 1999

Metropolitan State College of Denver   2001 — 2002
Accounting

Michael Ritacco, CRPC Michael Ritacco, CRPC Toms River, New Jersey Details
Michael Ritacco, CRPC's Merrill Lynch Experience 2000 - 2012
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS  October 2012 - Present
Merrill Lynch   2000 - 2012

Skills
Wealth Management

Education
Franklin & Marshall College   1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General

Toms River High School North

Bethanne Haight Bethanne Haight Washington, District Of Columbia Details
Bethanne Haight's Merrill Lynch Experience May 2013 - September 2014
Job Treasury at Graham Holdings
Industry Financial Services
Experience
Graham Holdings  April 2015 - Present
Merrill Lynch   May 2013 - September 2014
University of Connecticut  October 2012 - May 2013
Robert Half Finance & Accounting  May 2012 - October 2012
Franklin Pierce University Athletic Department   October 2009 - May 2012
Merrill Lynch   May 2011 - August 2011

Skills
Finance, High Net Worth..., Private Banking, Investment Banking, Wealth Management..., Customer Service, Budgets, Time Management, Research, Athletics, Invoicing, Intercollegiate..., Field Hockey

Education
Franklin Pierce University   2008 — 2012
Bachelor of Science, Accounting & Finance, Cum Laude

Hilton Central High School   2004 — 2008
NYS Advance Regents Diploma

Valerie Harrell Valerie Harrell Cleveland/Akron, Ohio Area Details
Valerie Harrell's Merrill Lynch Experience April 2005 - May 2009
Job College Advisor
Industry Nonprofit Organization Management
Experience
College Now Greater Cleveland  August 2014 - Present
I Know I Can  January 2011 - May 2014
Ohio Treasurer of State  May 2009 - January 2011
Merrill Lynch   April 2005 - May 2009
Merrill Lynch   April 2005 - May 2009
Solutions Staffing  June 2000 - July 2001
The Kroger Company  June 1998 - March 2000
Bank One  October 1993 - June 1998
Bank One  October 1993 - June 1998
Bank One  October 1993 - June 1998

Skills
Public Speaking, Coaching, Academic Advising, Management, Training

Education
Franklin University   2007 — 2009
BS, Applied Management

Columbus State Community College   1993 — 1996
A.A.S, Criminal Justice, Law Enforcement; Corrections

Donnie Iverson, CFP® Donnie Iverson, CFP® Knoxville, Tennessee Area Details
Donnie Iverson, CFP®'s Merrill Lynch Experience January 2007 - Present
Job Vice President at Merrill Lynch, Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch   January 2007 - Present
Boehringer Ingelheim  August 2003 - January 2007
Edward Jones  September 1999 - August 2003

Skills
Investment Advisory, Retirement Planning, Wealth Management, Saving for Education, Estate Planning, 529 Plans, Retirement

Education
Freed-Hardeman University   1995 — 1999
BBA, Business

Brent W. Connor Brent W. Connor Baltimore, Maryland Area Details
Brent W. Connor's Merrill Lynch Experience February 2007 - May 2007
Job Director of Business Development and Marketing at Reliance Medical Management
Industry Information Services
Experience
Bolt Athletics  February 2015 - Present
Reliance Medical Management   November 2014 - Present
AXA  April 2011 - April 2013
The Guardian Life Insurance Company of America  April 2009 - December 2010
Howard County Public Schools  November 2007 - June 2008
Reservoir High School   August 2007 - December 2007
Football America  May 2005 - October 2007
Merrill Lynch   February 2007 - May 2007

Skills
Marketing, Social Media Marketing, Social Media, Sales, Insurance

Education
Towson University   2004 — 2007
Bachelor of Science, Business Management

Howard Community College   2003 — 2004

Frostburg State University   2002 — 2002

Atholton High School   1998 — 2002

Sabrina Hance Sabrina Hance New York, New York Details
Sabrina Hance's Merrill Lynch Experience September 2008 - June 2010
Job Student at Franklin & Marshall College
Industry
Experience
Franklin and Marshall College  January 2012 - May 2014
Wells Fargo Home Mortgage  September 2010 - July 2011
Cristo Rey New York High School  July 2010 - August 2010
Merrill Lynch   September 2008 - June 2010
Arquitectonica  September 2007 - June 2008

Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Leadership

Education
Franklin & Marshall College   2011 — 2015

Cristo Rey New York High School   2007 — 2011
High School Diploma

Nancy Pope Nancy Pope Columbus, Ohio Area Details
Nancy Pope's Merrill Lynch Experience 2010 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Self Employed  January 2015 - Present
JPMorgan Chase  January 2013 - January 2015
McCloy Financial Services  March 2012 - December 2012
Merrill Lynch   2010 - 2011
National City Bank/PNC, Business Banking   2008 - 2010
National City Bank  August 1993 - December 2008

Skills
Small Business Lending, Commercial Lending, Commercial Banking, Banking, Credit, Consumer Lending, Investments, Portfolio Management, Loans, Cash Management, Credit Analysis, Retail Banking, Sales, Customer Service, Financial Analysis, Wealth Management, Series 6, Life Insurance

Education
Franklin University
Bachelor of Science

Christine Shirinian Christine Shirinian Fresno, California Details
Christine Shirinian's Merrill Lynch Experience April 1990 - June 2003
Job Corporate Officer at Jaime's Designs & Floors
Industry Design
Experience
Jaime's Designs & Floors   January 2011 - Present
RBC Wealth Management - Estate and Trust Services   June 2003 - December 2010
Merrill Lynch   April 1990 - June 2003

Skills
Team Building, Social Media Marketing, Marketing Strategy, Advertising, Marketing, Strategic Planning, Social Media, Public Speaking, New Business Development

Education
Fresno City College

Luheng Liu Luheng Liu Washington D.C. Metro Area Details
Luheng Liu's Merrill Lynch Experience July 2012 - Present
Job Merrill Lynch Wealth Management Branch Office Intern
Industry Financial Services
Experience
Merrill Lynch   July 2012 - Present
University of Maryland  August 2011 - Present
Accenture  April 2011 - August 2011
Continental  May 2010 - October 2010
L'Oréal   September 2009 - December 2009
Shanghai Pudong Development Bank  July 2009 - September 2009

Skills
Microsoft Excel, PowerPoint, C++ Language, VBA, Eviews, Matlab, Access, SAP, SPSS, Interpreting, Photoshop, Premier, Microsoft Office, Analytics, Corporate Finance, Asset Managment, Private Equity, Equity Research Analysis, Marketing Communications, Business Strategy, Data Analysis, Financial Accounting

Education
Robert H. Smith School of Business, University of Maryland, College   2011 — 2012
Master of Science, Business; Finance

Fudan University   2007 — 2011
Bachelor of Business Administration, Financial Management

Queen's University   2010 — 2010
Exchange student, Business/Commerce, General

Craig Moddelmog Craig Moddelmog Fort Collins, Colorado Area Details
Craig Moddelmog's Merrill Lynch Experience February 2005 - April 2009
Job President of Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management  April 2009 - Present
Merrill Lynch   February 2005 - April 2009
Investment Professionals Inc.  December 1998 - December 2001
Commercial Federal Bank  January 1995 - December 1998

Skills
Retirement Planning, Comprehensive Life and..., Estate & Insurance..., Corporate Retirement..., Strategic Financial..., Pensions, Mutual Funds, Investments, Wealth Management, Portfolio Management, Asset Allocation, Financial Advisory, Strategy, IRAs

Education
University of Northern Colorado   1989 — 1992
BS, Business Communications, Masters in Athletic Administration

Fort Hays State University   1986 — 1989
Business Communications

Fort Collins High School   1984 — 1986

Jie Dong Jie Dong Aspen, Colorado Details
Jie Dong's Merrill Lynch Experience June 1991 - March 2000
Job Investment Banking and Financial Services
Industry Investment Banking
Experience
Prince Creek Advisors, LLC   August 2012 - Present
HSBC Securities  September 2007 - May 2008
BNP Paribas  September 2002 - September 2007
Merrill Lynch   June 1991 - March 2000

Skills
Investment Banking, Corporate Finance, Derivatives, Fixed Income, Financial Analysis, Series 7, Capital Markets, Funding

Education
Fudan University
Genetic Engineering

Wellesley College
B.A., Biochemistry, Economics

Sarah Miller-Cooper Sarah Miller-Cooper Greater New York City Area Details
Sarah Miller-Cooper's Merrill Lynch Experience June 1998 - December 1998
Job Executive Director of Operations at Tarte Cosmetics
Industry Cosmetics
Experience
Tarte Cosmetics  October 2009 - Present
Caudalie  March 2008 - October 2009
NARS Cosmetics & John Varvatos Fragrances   September 2003 - March 2008
Allied Waste  March 2001 - October 2003
Callas Contractors Inc   October 1999 - March 2001
JLG Industries  January 1999 - September 1999
Merrill Lynch   June 1998 - December 1998

Skills
Inventory Management, Budgeting, Retail, Forecasting, Cash Flow, Production Management, Manufacturing Operations, Contract Manufacturing, ERP/CRM, MRP, Management, Operations Management

Education
Frostburg State University   2000 — 2010
MBA

Becker CPA Review   2006 — 2006
CPA

Kutztown University of Pennsylvania   1994 — 1998
M.S. Business Administration

Lancaster School Of Cosmetology   1995 — 1995
Licensed Cosmetologist

JAMONT MCRAE, FIC, CFFM JAMONT MCRAE, FIC, CFFM Dillon, South Carolina Details
JAMONT MCRAE, FIC, CFFM's Merrill Lynch Experience January 1996 - November 1996
Job Managing Partner at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America  September 2010 - Present
McRae Carriers, LLC   September 2007 - January 2009
SC Probation   May 2005 - September 2007
Blue Cross/Blue Shield of SC   November 1996 - November 2004
Francis Marion University  January 1995 - January 1997
Merrill Lynch   January 1996 - November 1996

Skills
Insurance, Retirement Planning, IRAs, Fixed Annuities, Roth IRA, Retirement, 401k, Mutual Funds, Strategic Financial..., Life Insurance, Investments, Long Term Care Insurance

Education
Francis Marion University
Bachelors, Business Administration; Finance

David LaMay, CFP®, CLTC David LaMay, CFP®, CLTC New London/Norwich, Connecticut Area Details
David LaMay, CFP®, CLTC's Merrill Lynch Experience October 1991 - April 1994
Job
Industry Financial Services
Experience
Essex Financial Services, Inc.   March 2010 - Present
ALBERTUS MAGNUS COLLEGE  August 2009 - Present
MHN GOVERNMENT SERVICES  January 2008 - September 2013
FIDELITY INVESTMENTS  October 1999 - March 2010
ESPN  March 1985 - May 2003
Aetna Financial Services  October 1995 - July 1999
Shawmut Investment Advisors / MDS Bankmark   April 1994 - October 1995
Merrill Lynch   October 1991 - April 1994

Skills
Financial Planning, Investments, Insurance, Retirement Planning, Long Term Care Planning

Education
The University of Connecticut School of Business   1995 — 1999
MBA, Marketing

Franklin Pierce University   1990 — 1991
BS, Financial Management

Middlesex Community College   1982 — 1985
AS, Cable Telecommunications

Natasa Friedland Natasa Friedland Greater Boston Area Details
Natasa Friedland's Merrill Lynch Experience October 1999 - December 2004
Job VP, Market Sales Manager Registered; Bank of America / Merrill Lynch
Industry Financial Services
Experience
Bank of America / Merrill Lynch  February 2013 - Present
Bank of America / Merrill Lynch  September 2009 - February 2013
Bank of America  December 2004 - April 2009
Merrill Lynch   October 1999 - December 2004

Skills
NASD registered Series..., Wealth Management, Retail Banking, Life Insurance, Partnerships, Leading People, Delivering Results, Mortgage Lending, Leadership, Building Relationships, Integrity, Banking, Financial Advisory

Education
Franklin Pierce College
Bachelor of Business Administration (BBA), Finance, General

Glenn Hain, ChFC, CRPC, CRPS Glenn Hain, ChFC, CRPC, CRPS Frederick, Maryland Details
Glenn Hain, ChFC, CRPC, CRPS's Merrill Lynch Experience January 2004 - Present
Job Vice President, Financial Advisor, Wealth Management
Industry Financial Services
Experience
Merrill Lynch   January 2004 - Present
UVEST Financial Services  March 1998 - December 2001
Lincoln Financial Group  June 1995 - February 1998
Wyeth Pharmaceutical  August 1984 - March 1995

Education
College for Financial Planning   2006 — 2006
Chartered Retirement Plans Specialist (CRPS)

College of Financial Planning   2001 — 2001
Certified Retirement Planning Consultant (CRPC)

The American College of Financial Services   1995 — 1998
Chartered Financial Consultant (ChFC)

Frostburg State University   1990 — 1994
Master of Business Administration (M.B.A.)

Mansfield University of Pennsylvania   1979 — 1984
Bachelor's Degree, Biology

Roger Castile Roger Castile Mount Laurel, New Jersey Details
Roger Castile's Merrill Lynch Experience February 1991 - November 2002
Job Madison Credit Management Services, LLC
Industry Real Estate
Experience
Madison Credit Management Services   October 2003 - Present
Notary Order   October 2004 - Present
Freedom Mortgage Corporation  January 2003 - October 2003
Merrill Lynch   February 1991 - November 2002

Skills
Notary Public, Contract Negotiation, Microsoft Office, Planning, Sales Support, Customer Service, Project Planning, Sales Operations, Loans, Leadership, Management, Training, Conflict Resolution, Executive Presentation..., Business Planning, Business Development, Proactive Monitoring, Client Focus

Education
Fort Lewis College   1986 — 1990
Bachelor of Arts, Business Administration - Marketing

Rampart High School   1982 — 1986

Eric Whiting Eric Whiting Greater New York City Area Details
Eric Whiting's Merrill Lynch Experience May 2007 - August 2007
Job Managing Editor at Fordham Urban Law Journal
Industry Law Practice
Experience
Fordham Urban Law Journal   May 2014 - Present
Stewart Occhipinti, LLP   May 2014 - August 2014
Immigrant Council of Ireland   June 2013 - August 2013
Franklin American Mortgage Company  October 2009 - July 2012
Smith Barney  May 2008 - August 2008
Merrill Lynch   May 2007 - August 2007

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Research, Westlaw, LexisNexis, Customer Service, Financial Analysis, Management, PowerPoint

Education
Fordham University School of Law   2012 — 2015
Juris Doctor (J.D.)

University of Florida   2005 — 2009
BSBA, Finance

George Kanas, CFP®,CRPC® George Kanas, CFP®,CRPC® Greater New York City Area Details
George Kanas, CFP®,CRPC®'s Merrill Lynch Experience February 1997 - February 2012
Job Senior Vice President Wealth Management, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management  February 2012 - Present
Merrill Lynch   February 1997 - February 2012
Paine Webber  February 1989 - February 1997

Education
Franklin & Marshall College

Denis Collins Denis Collins Greater New York City Area Details
Denis Collins's Merrill Lynch Experience July 2001 - April 2002
Job Senior Business Analyst With Extensive Financial Experience
Industry Financial Services
Experience
Bank of America  July 2013 - December 2014
Citi  September 2003 - January 2013
Merrill Lynch   July 2001 - April 2002
Golden Source   November 1992 - June 2001
D’Amato & Lynch   1987 - 1992

Skills
Business Analysis, Commercial Litigation, Risk Management, Due Diligence, Financial Services, Banking, Derivatives, Equities, Investment Banking, Capital Markets, Financial Risk, SDLC, Securities, Requirements Gathering, Business Requirements, Requirements Analysis

Education
Fordham Law School
JD, Law

New York University
BS, Psychology

David Lahey David Lahey Greater Boston Area Details
David Lahey's Merrill Lynch Experience January 2011 - August 2012
Job Financial Services Professional
Industry Financial Services
Experience
Santander Investment Services  August 2013 - April 2014
Merrill Edge  July 2012 - July 2013
Merrill Lynch   January 2011 - August 2012
AARP Financial  December 2005 - October 2010
Fidelity Investments  February 2005 - December 2005

Education
Franklin Pierce University   2001 — 2002
BS, Financial Management

University of New Hampshire   1995 — 1996
A.S., Business Admin

Brandon Nelsen Brandon Nelsen Greater Boston Area Details
Brandon Nelsen's Merrill Lynch Experience 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2008 - Present
Morgan Stanley  2006 - 2007

Education
Fort Hays State University   2006 — 2010
MBA studies

NCC   2005 — 2005
BA

Nicholas Somers Nicholas Somers Morristown, New Jersey Details
Nicholas Somers's Merrill Lynch Experience June 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2014 - Present
Guerrilla Fitness Crossfit Morristown   March 2014 - March 2015
Morris Rugby Corporation   August 2012 - February 2015
Feldman for Assembly   August 2013 - December 2013
Curran & Connors, Inc.   July 2010 - August 2013
Madison Board of Education  December 2009 - June 2010
Madison High School  November 2009 - March 2010
Daggett For Governor   June 2009 - November 2009

Skills
Team Leadership, Project Portfolio..., Customer Relations, Sales Operations, Corporate Communications, Organizational..., Public Speaking, Account Management, New Business Development, Social Media, Coaching, Leadership, Event Management, Project Management, Fundraising, Management, Recruiting, Training, Customer Service, Research, Microsoft Office, Microsoft Excel, Event Planning, Public Relations

Education
Franklin & Marshall College   2005 — 2009
Bachelor, Government

Madison High School   2001 — 2005

John Gandolfo John Gandolfo Greater New York City Area Details
John Gandolfo's Merrill Lynch Experience May 2012 - August 2012
Job Equity Research Associate at Clarksons
Industry Financial Services
Experience
Clarksons  January 2015 - Present
Oppenheimer & Co. Inc.   October 2014 - December 2014
Oppenheimer & Co. Inc.   August 2013 - December 2014
Emerald Asset Management  January 2013 - May 2013
Merrill Lynch   May 2012 - August 2012

Skills
Microsoft Excel, Financial Analysis, Team Leadership, PowerPoint, Capital Markets, Analysis, Equities, Valuation, Bloomberg Terminal, Microsoft Office, Cold Calling, Writing, Business Strategy, Competitive Analysis, Asset Allocation, Trading, Investments, Finance, Research

Education
CFA Level II Candidate   2014 — 2015

Franklin & Marshall College   2009 — 2013
Bachelor's degree, Business

Loomis Chaffee   2006 — 2008
High School Diploma

Christian Henwood Christian Henwood Greater Philadelphia Area Details
Christian Henwood's Merrill Lynch Experience June 2007 - August 2007
Job Emerging Business Operations
Industry Financial Services
Experience
SEI  August 2011 - Present
Feldman, Shepherd, Wohlgelernter, Tanner, Weinstock & Dodig, LLP   June 2009 - September 2009
Merrill Lynch   June 2007 - August 2007

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Financial Reporting, Leadership, Financial Modeling, Research, Access, Financial Analysis, Strategic Planning, Statistics, Social Media

Education
Franklin & Marshall College   2007 — 2011
BA, Economics, Mathematics (Minor)

The Episcopal Academy   1993 — 2007
H.S. Diploma

Cornelius George Cornelius George Indianapolis, Indiana Details
Cornelius George's Merrill Lynch Experience March 2005 - August 2013
Job Bank consultant, VP
Industry Financial Services
Experience
Raymond James Financial Inc.  August 2013 - May 2015
Merrill Lynch   March 2005 - August 2013

Skills
Wealth Management, Series 7, Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Financial Services, Credit Risk, Series 63, Equities, Mutual Funds, Private Banking, Portfolio Management, Finance, Asset Management, Investments, Securities, Financial Analysis

Education
Franklin & Marshall College   2000 — 2004
Bachelor of Arts (BA), Business Administration, Management and Operations

Franklin & Marshall College   2000 — 2004
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services

Philip Call, CRPC® Philip Call, CRPC® Fresno, California Area Details
Philip Call, CRPC®'s Merrill Lynch Experience May 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2011 - Present
State Farm Insurance  August 2009 - August 2011
InTouch  April 2008 - August 2009
InTouch  June 2005 - April 2006

Skills
Public Speaking, Financial Services, Insurance, Marketing, Marketing Strategy, Social Media, Microsoft Excel, Series 7, Life Insurance, Relationship Management, Term Life Insurance, Wealth Management, Disability Insurance, Long Term Care Insurance, Mutual Funds, IRAs, Retirement Planning, Retirement, Mortgage Lending, Portfolio Management

Education
Fresno Pacific University   2014 — 2015
Bachelor of Arts (B.A.), Business Administration, 3.9

Fresno City College   2008 — 2010
Associate of Arts (A.A.), General Studies

Crissie Noonan Crissie Noonan Wichita, Kansas Details
Crissie Noonan's Merrill Lynch Experience March 2003 - September 2005
Job Financial Analyst
Industry Financial Services
Experience
Wall Street Mortgage Company   September 2005 - July 2008
Merrill Lynch   March 2003 - September 2005
J&M Contractors   May 1997 - November 2001

Skills
Work Ethic, Workplace Safety, Proficient Typing Skills, Multi-line Phone, Microsoft Excel, Microsoft Word, Microsoft Office, Client Relations Skills, PowerPoint, Written & Oral..., Booking Systems

Education
Champion School of Real Estate   2002 — 2003
Loan Officer and Mortgage Broker Certification, Banking, Corporate, Finance, and Securities Law

Friends University
Accounting with Emphasis in Finance, Accounting and Finance

Frank Lee Frank Lee Greater Seattle Area Details
Frank Lee's Merrill Lynch Experience February 2012 - June 2012
Job Business Analyst at Amazon
Industry Internet
Experience
Amazon  July 2014 - Present
Bruin Consulting  October 2011 - January 2014
Cornerstone Research  June 2013 - September 2013
Merrill Lynch   February 2012 - June 2012

Skills
Leadership, Project Management, Business Strategy, Strategic Planning, Customer Service, Business Analysis, Competitive Analysis, Management, Business Development, Public Speaking, Analysis, Microsoft Excel, Entrepreneurship

Education
University of California, Los Angeles   2010 — 2014
B.A., Business Economics

Fudan University   2014 — 2014
Business Administration, Management and Operations

North Salinas High School   2006 — 2010

Marc Miranda Marc Miranda Phoenix, Arizona Area Details
Marc Miranda's Merrill Lynch Experience November 2010 - 2012
Job Financial Representative at COUNTRY Financial®
Industry Financial Services
Experience
COUNTRY Financial®  August 2015 - Present
Skyview Networks   March 2014 - Present
Merrill Edge  February 2013 - 2014
Merrill Lynch   November 2010 - 2012
Dex Media  March 2009 - November 2010
Clear Channel Communications  2004 - January 2009
KXAM Radio   January 2002 - July 2004
IPG  February 1998 - January 2002

Skills
Investments, Small Business, Advertising, Marketing, Business Planning, Account Management, Public Relations, B2B, Financial Services, Online Advertising, Strategic Partnerships, Marketing Strategy, CRM, Digital Marketing, Direct Marketing, Strategy, Financial Analysis, Business Development, Mutual Funds, Competitive Analysis, Lead Generation, Salesforce.com, Email Marketing, New Business Development, Analytics, Strategic Financial..., Sales Presentations, Non-profits, Series 7, Portfolio Management, Series 63, Start-ups, Market Research, Mergers, Promotions, Financial Advisory, Stocks, Bonds, IRA's, IRA Rollovers, Estate Planning, Treasury Management, Credit Card Processing, series 66, Life & Health Insurance..., Commercial Insurance, Property & Casualty...

Education
Framingham State College   1976 — 1980
B of Arts, Economics

Acting Studio

acting Studio

acting Studio

Michael Hock Michael Hock Denver, Colorado Details
Michael Hock's Merrill Lynch Experience November 2011 - December 2012
Job Vice President of Operations at Earth Saving Solutions
Industry Construction
Experience
Colorado Homes & Design   2014 - Present
Earth Saving Solutions   December 2012 - Present
Merrill Lynch   November 2011 - December 2012
Premier Financial Services Group   May 2009 - October 2011
Farmers Insurance & Financial Services  June 2008 - May 2009

Skills
Retirement Planning, Annuities, Insurance, Portfolio Management, Tax, Financial Advisory, Financial Services, Fixed Annuities, Marketing Strategy, Retirement, Wealth Management, Investments, Finance, Customer Service, Marketing, Sales, Mutual Funds

Education
Metropolitan State College of Denver   2003 — 2007
Bachelor, Finance

Front Range Community College

Brent Coakley, CFP Brent Coakley, CFP Columbus, Ohio Area Details
Brent Coakley, CFP's Merrill Lynch Experience October 1998 - March 2003
Job Vice President Senior Portfolio Manager
Industry Financial Services
Experience
UBS  March 2003 - Present
Merrill Lynch   October 1998 - March 2003

Education
Stanford University Graduate School of Business
Executive Education

Franklin University
Bachelor's Degree, Finance and Financial Management Services

Upper Arlington

Steve DeGrazia Steve DeGrazia Greater New York City Area Details
Steve DeGrazia's Merrill Lynch Experience October 2013 - May 2014
Job Music Business. Entreprenuer. Wealth Manager.
Industry Entertainment
Experience
Vanguard  June 2014 - July 2015
Merrill Lynch   October 2013 - May 2014
Morgan Stanley  June 2006 - September 2013

Skills
Series 7, Bloomberg, Wealth Management, Uniform Combined State..., Personal Financial..., Music Business, Excel Models, Business Development

Education
Franklin & Marshall College   2002 — 2006
B.A., Business Management

Kevin Archer Kevin Archer Chicago, Illinois Details
Kevin Archer's Merrill Lynch Experience May 2008 - August 2008
Job Associate Analyst at Moody's Investors Service
Industry Public Policy
Experience
Moody's Investors Service  December 2014 - Present
Moody's Investors Service  September 2013 - November 2014
United States Institute of Peace  October 2012 - August 2013
Booz Allen Hamilton  September 2012 - May 2013
Overseas Private Investment Corporation  July 2012 - September 2012
The White House  September 2011 - December 2011
US Navy  July 2009 - July 2011
The White House  November 2009 - February 2010
Merrill Lynch   May 2008 - August 2008

Skills
Econometrics, Public Finance, Memo Writing, Political Risk Analysis, Cost Benefit Analysis, International Finance, Public-Private..., Public Policy, Managerial Finance, Stata, Infrastructure Economics, Municipal Bonds, Sub-Saharan Africa, China, Comparative Politics, U.S. Government Budget..., Credit Analysis, Analysis, Finance, Government, Policy Analysis, Economics, International Relations, Data Analysis, Management

Education
Georgetown University   2011 — 2013
Master of Public Policy, International Economic Policy

Fudan University   2012 — 2012
Certificate, Chinese Economics & Public Policy

University of Notre Dame   2006 — 2009
Bachelor of Arts, Economics

Megan Allums Megan Allums Washington D.C. Metro Area Details
Megan Allums's Merrill Lynch Experience May 2007 - August 2007
Job Senior Program Analyst at Program Executive Office Soldier
Industry Government Administration
Experience
Program Executive Office (PEO) Soldier   December 2014 - Present
U.S. Army Acquisition Support Center   November 2011 - November 2014
USAID  May 2014 - June 2014
US ARMY - PEO STRI  April 2011 - November 2011
US ARMY - PEO STRI  December 2010 - April 2011
US ARMY - PEO STRI  July 2010 - December 2010
US ARMY - PEO STRI  July 2009 - July 2010
UBS Financial Services  May 2008 - June 2008
Rep Nations - The Ford Team   February 2008 - May 2008
Merrill Lynch   May 2007 - August 2007

Skills
Microsoft Excel, Investments, Financial Analysis, Microsoft Office, Data Analysis, Customer Service, PowerPoint, Microsoft Word, Research, Process Improvement, Public Speaking, Social Media, Project Management, Accounting, Marketing, Analysis, Event Planning, Financial Modeling, Access, Management, Training

Education
University of Maryland - Robert H. Smith School of Business   2013 — 2016
Master of Business Administration (MBA)

Fudan University   2009 — 2009
Chinese Language, Mandarin

University of Florida   2005 — 2009
Bachelor of Arts, Economics; Mandarin Chinese; Business Finance

Hugh Farrish Hugh Farrish Bethesda, Maryland Details
Hugh Farrish's Merrill Lynch Experience September 2007 - April 2010
Job Senior Product Development Manager at ProShares
Industry Financial Services
Experience
ProShare Advisors, LLC  April 2010 - Present
Merrill Lynch   September 2007 - April 2010
Sidley Austin LLP  September 2006 - September 2007
Office of Senator Mitch McConnell  September 2001 - 2003
Bear Stearns  1999 - 1999

Skills
Hedge Funds, Managed Futures, Mutual Funds, ETFs, ETNs, Derivatives, Indexing, Structured Products, Alternative Investments

Education
Fordham University School of Law   2003 — 2006
Doctor of Law (JD)

Washington and Lee University   1996 — 2000
Bachelor of Arts (BA), History

Daniel Judd McRoberts Daniel Judd McRoberts Albuquerque, New Mexico Area Details
Daniel Judd McRoberts's Merrill Lynch Experience March 2012 - Present
Job Financial Advisor Wealth Management
Industry Financial Services
Experience
Merrill Lynch   March 2012 - Present

Skills
Portfolio Management, Trust Management, Endowment Management, Foundation Management, Holistic Wealth Outlook, Goals Based Wealth..., Wealth Management

Education
Fort Lewis College   1996 — 2002
Business Administration, Management and Finance

Christopher Wolff Christopher Wolff Greater Philadelphia Area Details
Christopher Wolff's Merrill Lynch Experience July 2003 - April 2012
Job Sr. DCIO Sales Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds  August 2013 - Present
Benetech, Inc.   July 2012 - April 2013
Merrill Lynch   July 2003 - April 2012
Ascensus  November 2000 - July 2003

Skills
Qualified Retirement..., Retirement Plan..., Profit Sharing, 401k, Defined Contribution, Defined Benefit, Cash Balance, SEP IRA, Simple IRA, SARSEP, Traditional IRA, Roth IRA, Series 7, Series 66, CRPC, CRPS, QPA, QKA

Education
Franklin & Marshall College   1991 — 1996
Bachelor of Arts (B.A.), Biology, General

William Penn Charter School

Oksana Shoop Oksana Shoop Boston, Massachusetts Details
Oksana Shoop's Merrill Lynch Experience October 2009 - March 2013
Job Hedge Fund Accounting
Industry Accounting
Experience
JPM Financial Services   March 2013 - Present
Merrill Lynch   October 2009 - March 2013
Bank of America  January 2008 - October 2009
Banc of America Investments  September 2006 - January 2008
Bank of America  April 2004 - September 2006
Citizens Bank  April 2001 - April 2004

Skills
Financial Reporting, Banking, Team Building, Financial Markets, Accounting, Microsoft Excel, Leadership, Mortgage Lending, Sales

Education
University of Pennsylvania - The Wharton School   2013 — 2013
Banking, Corporate, Finance, and Securities Law

American Real Estate Academy   2009 — 2009
course, Real Estate Broker

Framingham State College   1999 — 2007
Bachelor of Science in Business Administration

Ryan Copp Ryan Copp Attleboro, Massachusetts Details
Ryan Copp's Merrill Lynch Experience June 2011 - Present
Job Wealth Management at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch   June 2011 - Present
Covington Lumberjacks   June 2010 - September 2010
Souther New Hampshire University   September 2008 - May 2010
Cumberland Salvage Inc.   May 2005 - September 2008

Education
Southern New Hampshire University   2008 — 2011
Masters, Marketing

Franklin Pierce University   2005 — 2008
Undergraduate, Marketing

University of Maine   2004 — 2006
Undergraduate, Marketing

Jeff Barber, CLU, ChFC, REBC, AIF Jeff Barber, CLU, ChFC, REBC, AIF Columbus, Ohio Area Details
Jeff Barber, CLU, ChFC, REBC, AIF's Merrill Lynch Experience April 1983 - March 1990
Job President of JLB Associates
Industry Accounting
Experience
JLB Associates   January 2015 - Present
Pension Plans Associates   March 2005 - January 2015
Pension Plans Associates   January 2001 - March 2005
Nationwide Financial Institutions   June 1998 - January 2001
Nationwide Financial  June 1991 - December 2000
American Skandia  November 1997 - June 1998
Nationwide Financial Services  June 1991 - November 1997
Benetech, Inc  March 1990 - June 1991
Merrill Lynch   April 1983 - March 1990

Skills
Sales, Leadership, Banking, Retirement Planning, Pensions, Sales Operations, Pension Funds, Small Business, Investments, Strategic Planning, Insurance, Business Planning, New Business Development, Business Strategy, Employee Benefits, Financial Analysis, Management, Marketing, Customer Service, Budgets, Marketing Strategy, 401k, Retirement Plan..., Retirement, Community Service

Education
University of Michigan-December
Bachelor of Science, Statistics

Franklin University
Post Graduate, Accounting

The Ohio State University
Pre MBA

University of Michigan
Bachelor of Science (BS), Statistics/Natural Resources

Worthington High School

Lawrence Richards Lawrence Richards Greater Boston Area Details
Lawrence Richards's Merrill Lynch Experience 2008 - 2009
Job .
Industry Financial Services
Experience
Salem Five Bank  May 2013 - Present
Old Colony Financial   2010 - Present
Bank of America  December 2011 - May 2013
Richards Financial -NPA   2008 - January 2012
Merrill Lynch   2008 - 2009
TD Bank Group  2002 - 2007
Boston Main Street   2002 - 2007
The Park School, Inc.   1990 - 2007
Imperial Capital Bank  2004 - 2005
Washington Gateway Main Streets   2004 - 2005

Skills
Leadership, Team Leadership, Investments, Banking, Business Transformation, Leadership Development, Wealth Management, Finance, Commercial Banking, Securities, Financial Services, Credit, Loan Origination, Loans, Mergers & Acquisitions, Small Business, Strategic Financial..., Cash Management, Mortgage Lending, Bonds, Start-up Consulting, Underwriting, Portfolio Management, Senior Executive..., Business Development, Mutual Funds, Commercial Lending, Financial Analysis, Strategy, Marketing, Business Planning, Financial Statements, Private Banking, Retail Banking, Cross-functional Team..., Risk Management, Small Business Lending, Marketing Strategy, Asset Management, Credit Analysis, Strategic Leadership, Managerial Finance, Wealth, Series 7, Team Building, Start-ups, Retirement Planning, Financial Advisory, Staff Development, Auditing

Education
Framingham State College   1990 — 1995
Bacholer Dergree, Business

Fullerton College   1989 — 1990
Business

Massachusetts Bay Community College   1985 — 1989
Associates, Accounting

Minuteman   1981 — 1985

American Bankers Association
Commercial Lending

Brad Andres Brad Andres Atlanta, Georgia Details
Brad Andres's Merrill Lynch Experience April 2011 - October 2013
Job Experienced Associate at PwC
Industry Accounting
Experience
PwC  January 2014 - Present
Merrill Lynch   April 2011 - October 2013

Skills
Assurance, Microsoft Excel, Financial Analysis, Microsoft Office, Finance, PowerPoint, Accounting, Internal Controls, Auditing, Financial Accounting, Financial Reporting, Analysis

Education
Franklin & Marshall College

Mercer University - Stetson School of Business and Economics

Jeffrey LaForge Jeffrey LaForge Westfield, New Jersey Details
Jeffrey LaForge's Merrill Lynch Experience June 2014 - August 2014
Job Project Controls Analyst at Paulus, Sokolowski and Sartor (PS&S)
Industry Public Policy
Experience
Paulus, Sokolowski and Sartor (PS&S)   July 2015 - Present
Merrill Lynch   June 2014 - August 2014
Tru-Val Electric Corporation   June 2013 - August 2013
Devils Future Lacrosse   May 2011 - July 2011

Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership

Education
Franklin & Marshall College   2011 — 2015
Bachelor's Degree, Government, 2015

Anne McLister Anne McLister Greater Boston Area Details
Anne McLister's Merrill Lynch Experience May 2015 - Present
Job Senior Registered Client Associate, Officer at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2015 - Present
Merrill Lynch   February 2014 - May 2015
Merrill Lynch   October 1994 - February 2014

Skills
Series 7, Series 63, Sales Compensation, Meeting Planning, Office Management, Compliance, Customer Service, Problem Solving, Microsoft Office, Insurance, Financial Planning, Investments, Finance, Equities, Financial Services, Mutual Funds, Asset Allocation, Wealth Management, Asset Management, Portfolio Management, Securities, Management

Education
University of Rhode Island   1989 — 1990

Franklin Pierce University   1986 — 1989
Psychology

Gene Burson Gene Burson Greater New York City Area Details
Gene Burson's Merrill Lynch Experience July 1976 - May 1983
Job Director, Field Technology Engagement Specialist at UBS
Industry Financial Services
Experience
UBS  August 2015 - Present
UBS  September 2014 - August 2015
UBS  June 2012 - September 2014
UBS  January 1998 - May 2012
UBS  January 1989 - December 1997
EF Hutton  July 1983 - December 1988
Merrill Lynch   July 1976 - May 1983

Education
Franklin University   1995 — 1996

Lisa Hu Lisa Hu Greater New York City Area Details
Lisa Hu's Merrill Lynch Experience September 1997 - September 1998
Job Enterprise Data Management | Project Manager | Data Architect
Industry Financial Services
Experience
Bank of America Merrill Lynch  October 2011 - Present
AFP Inc   December 2010 - October 2011
Rakuten Marketing  January 2003 - December 2010
JPMorgan Chase  April 2000 - 2002
MetLife  September 1998 - April 2000
Merrill Lynch   September 1997 - September 1998

Skills
Data Warehousing, Data Modeling, Business Intelligence, ETL, Informatica, SDLC, Program Management, Project Management, Data Quality, Enterprise Data..., PL/SQL, DB2, Data Integration, Oracle, Performance Tuning, Agile Methodologies, Microsoft SQL Server, Metadata Management, Information Architecture, Vendor Management, Data Archive, Data Masking and..., Real Time Messaging, Requirement Analyst, XML, Scrum, Change Management, Linked Data, RDF, Semantic Web, Enterprise Data Modeling, ETL Tools, Enterprise Architecture, Database Design, MySQL, Database Administration, Databases, SQL, Sybase, Big Data, Architecture, Master Data Management, Requirements Analysis, Integration, Data Governance, Dimensional Modeling, Erwin, Analytics, Unix

Education
City University of New York-Queens College
Master Degree of Computer Science

New York Institute of Finance

Fudan University

Michael Tsui Michael Tsui Greater Los Angeles Area Details
Michael Tsui's Merrill Lynch Experience May 2014 - June 2015
Job Sales Associate at Top Guy International LLC
Industry Apparel & Fashion
Experience
Top Guy International LLC   August 2015 - Present
Merrill Lynch   May 2014 - June 2015
Delta Sigma Pi  December 2014 - May 2015
Delta Sigma Pi  May 2014 - December 2014
Decision Fuel   September 2013 - December 2013
American Advertising Federation: UCSD (Adwave)   September 2012 - June 2013
International Finance and Insurance Services   September 2012 - January 2013
City Of Diamond Bar  June 2009 - August 2010

Skills
Leadership, Project Management, Business Development, Teamwork, Sales, Business Analysis, Marketing, Research, Microsoft Excel, Data Analysis, Financial Analysis, Market Research, Entrepreneurship, Public Speaking, PowerPoint, Social Networking, Finance, Management, Hand Modeling

Education
University of California, San Diego   2011 — 2015
Bachelor’s Degree, Management Sciences and Quantitative Methods

University of California, San Diego - The Rady School of Management   2011 — 2015
Minor in Business with Marketing Concentration

Fudan University   2013 — 2013
Study Abroad Program, International Studies - Economics

Michelle Malecki Michelle Malecki Chicago, Illinois Details
Michelle Malecki's Merrill Lynch Experience January 2005 - November 2005
Job Sales Support Coordinator at Univar USA Inc.
Industry Chemicals
Experience
Univar  January 2011 - Present
Univar  December 2005 - January 2011
Merrill Lynch   January 2005 - November 2005
Merrill Lynch   August 1999 - January 2005

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Salesforce.com, Business Objects, Tableau, Passport, SharePoint, Outlook, Internet Explorer, Adobe Acrobat, Pricing, Forecasting, Billing Process, Strategic Sourcing, Data Analysis, Quality Auditing, Competitive Analysis, Sales Process

Education
Robert Morris University - Illinois   2006 — 2007
Associate's degree, Business Administration and Management, General

Fox College Inc   1998 — 1999

Hassan Ahmed Hassan Ahmed Greater New York City Area Details
Hassan Ahmed's Merrill Lynch Experience November 2012 - July 2015
Job Strategy Manager at Venmo
Industry Venture Capital & Private Equity
Experience
Venmo  August 2015 - Present
Merrill Lynch   November 2012 - July 2015
Belstone Capital   August 2011 - November 2012
Founders Equity   May 2010 - August 2010
Credit Suisse  May 2007 - July 2009
L.E.K Consulting   August 2004 - April 2007

Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Management Consulting, Financial Modeling, Strategy, Financial Analysis, Investment Banking, Investments, Marketing Strategy, Operational Due..., Portfolio Management, Corporate Development, Venture Capital, Valuation, Entrepreneurship, Corporate Finance, LBO, Business Analysis, M&A experience, Mergers, Business Development, Executive Management, Corporate Strategy..., Wealth Management

Education
Harvard Business School   2009 — 2011
MBA

Franklin & Marshall College   2000 — 2004
B.A.

Kelly Zuurdeeg Kelly Zuurdeeg Lynnfield, Massachusetts Details
Kelly Zuurdeeg's Merrill Lynch Experience June 2004 - June 2005
Job Store Manager at Everything But Water
Industry Retail
Experience
Everything But Water  November 2014 - Present
DSW  October 2013 - November 2014
Sears Holdings Corporation  September 2010 - October 2013
Walker Marketing & Consultants   May 2009 - August 2010
Newell Rubbermaid  February 2007 - June 2008
Newell Rubbermaid  June 2005 - January 2007
Merrill Lynch   June 2004 - June 2005

Skills
Research, Event Management, Merchandising, Market Planning, Customer Service, Promotions, Marketing Strategy, Microsoft Office, Event Planning, Retail, Photoshop, Marketing Communications, Facebook, Excel, Word, Competitive Analysis, Market Research, Customer Relations, Visual Merchandising, Brand Awareness, Brand Loyalty, Brand Management, Brand Implementation, Email Marketing, PowerPoint, Access, Recruiting, Marketing, Account Management, Sales Management, Direct Marketing, Social Media Marketing, Consumer Products, Marketing Management, Integrated Marketing, Team Leadership, Product Marketing, Customer Insight, CRM, Trade Shows, Multi-channel Marketing, Training, Management, Inventory Management

Education
Franklin University   2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General

The Ohio State University Fisher College of Business   2001 — 2005
B.A., Marketing

Centerville High School   1997 — 2001

Oscar Wong Oscar Wong Greater Los Angeles Area Details
Oscar Wong's Merrill Lynch Experience 2012 - 2012
Job Management Consulting Analyst at Accenture
Industry Management Consulting
Experience
Accenture  2015 - Present
H&M  2015 - 2015
Business Association of Stanford Entrepreneurial Students (BASES)   2011 - 2015
TSiBA Education   2014 - 2014
Apple  2014 - 2014
Adobe  2013 - 2013
Merrill Lynch   2012 - 2012
Pacific Sunwear  2012 - 2012
Academy of Business Leadership  2011 - 2011

Education
Stanford University
Bachelor's Degree, Economics, Management Science & Engineering

University of Cape Town

Freie Universität Berlin

Alhambra High School

Mario Nieves Mario Nieves San Francisco Bay Area Details
Mario Nieves's Merrill Lynch Experience September 2004 - January 2007
Job Customer Service/Help Desk
Industry Information Technology and Services
Experience
JackThreads  August 2013 - Present
CAPA  May 2011 - June 2013
US Navy  March 2007 - March 2011
Merrill Lynch   September 2004 - January 2007

Skills
CompTIA A+, CompTIA Network+, CompTIA Security+, Linux Server, VMware, SQLite, VBA, Microsoft Office, Networking, Security, IT Development, System Administration, IT Operations, Management, Customer Service, Troubleshooting, Project Management, Software Documentation, Social Networking, Social Media Marketing, Public Speaking, Social Media, Research, Team Leadership

Education
Franklin University   2011 — 2015
Bachelor of Science (BS), Information Technology

University of Maryland University College   2007 — 2011
Bachelor of Science (BS), Information Technology

Matthew Porter Matthew Porter Greater New York City Area Details
Matthew Porter's Merrill Lynch Experience June 2014 - August 2014
Job Incoming Summer Investment Banking Analyst at Baker Tilly
Industry Financial Services
Experience
Baker Tilly (formerly ParenteBeard affiliate Curtis Financial)   June 2015 - Present
Merrill Lynch   June 2014 - August 2014
Madison Financial Group Sports   June 2013 - August 2013
Keller Williams Real Estate  2008 - June 2013
C-Luxe Strategic Marketing and Special Event Planning   June 2012 - August 2012

Skills
Team Leadership, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Communication Skills, Customer Service, Public Speaking, Financial Analysis, Social Media, College Basketball, Strategic Leadership, Portfolio Management, Communication, Leadership, Event Planning, Valuation, Financial Modeling, Mergers & Acquisitions

Education
Sheffield Hallam University   2015 — 2016
Master's degree, Banking & Finance

Franklin & Marshall College   2011 — 2015
Bacholor of Arts, Business, Organizations and Society (BOS) / Psychology Joint Major

Saint Peter's Preparatory School   2006 — 2010
High School

Bryan Otis Bryan Otis Denver, Colorado Details
Bryan Otis's Merrill Lynch Experience February 2013 - November 2013
Job Internal Wholesaler at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  January 2015 - Present
MetLife  December 2013 - December 2014
Merrill Lynch   February 2013 - November 2013

Education
Fort Hays State University   2011 — 2013
Bachelor's degree, Business Administration and Management, General

University of North Alabama   2008 — 2011
Bachelor's degree, Business Administration and Management, General

Rob Mooney Rob Mooney Greater New York City Area Details
Rob Mooney's Merrill Lynch Experience 1987 - 2009
Job Managing Partner and CEO, Snowden Lane Partners
Industry Financial Services
Experience
Snowden Lane Partners  June 2011 - Present
Christina Seix Academy  May 2006 - Present
American Red Cross  2004 - Present
Merrill Lynch   1987 - 2009
US Securities and Exchange Commission  June 1984 - October 1987

Skills
Series 7, Series 24, Series 79, Securities, Wealth Management, Asset Management, Mutual Funds, Hedge Funds, Equities, Compliance, Risk Management, Investment Banking, AML, Corporate Governance, Business Strategy, Asset Managment, Legal Compliance, Private Equity, Management, Investments, Investment Advisory, Financial Risk, FINRA, Capital Markets, Banking, Finance, Wealth Management..., Due Diligence, Financial Services, Financial Advisory, Mergers & Acquisitions, Portfolio Management, Strategic Financial..., Financial Planning

Education
The George Washington University Law School   1982 — 1985
JD, Securities Regulation

Franklin & Marshall College   1978 — 1982
BA, History

Alan Hang Alan Hang Los Angeles, California Details
Alan Hang's Merrill Lynch Experience June 2007 - December 2007
Job Seeking new opportunities
Industry Financial Services
Experience
Coleman Research Group  February 2012 - May 2013
Coleman Research Group  July 2011 - January 2012
Coleman Research Group  February 2010 - June 2011
MAP Alternative Asset Management Co.   2007 - 2008
Merrill Lynch   June 2007 - December 2007
University of California, Irvine  January 2007 - March 2007

Skills
Qualitative Research, Hedge Funds, Economics, Analysis, Asset Management, Market Research, Training, Strategic Planning, Investments, Sales, Business Strategy, Private Equity, Valuation, Data Analysis, Equities, Corporate Finance, Financial Analysis, Financial Modeling, Market Analysis, Business Planning, Analytics, Research, Emerging Markets, Competitive Analysis, Strategy, Business Development, Financial Markets, Business Analysis, Management, International Business, Relationship Management, Alternative Investments, Financial Services, Capital Markets, Management Consulting

Education
Fudan University   2009 — 2009
EAP, Economics, Business

University of California, Irvine
Business Economics, Political Science

Brendan DeMond Brendan DeMond Wilton, Connecticut Details
Brendan DeMond's Merrill Lynch Experience June 2012 - August 2012
Job Assistant Account Executive at Saatchi & Saatchi
Industry
Experience
Saatchi & Saatchi  August 2014 - Present
Carat USA  October 2013 - August 2014
Merrill Lynch   June 2012 - August 2012

Education
Franklin & Marshall College   2009 — 2013
Bachelor of Arts (B.A.), English

St. Lukes School

Graham Mandl Graham Mandl Greater New York City Area Details
Graham Mandl's Merrill Lynch Experience February 2014 - Present
Job Financial Advisor at Merrill Lynch Private Banking & Investment Group
Industry Financial Services
Experience
Merrill Lynch   February 2014 - Present
UBS Wealth Management  October 2012 - November 2013
UBS Wealth Management  July 2012 - September 2012
UBS Wealth Management  June 2011 - August 2011
New York Yankees  May 2010 - July 2010
U.S. Senator Mark Warner   June 2009 - August 2009

Skills
Series 7, Series 66

Education
Franklin & Marshall College   2008 — 2012
Bachelor's degree, Political Science and Government

Alyssa (Vallone) Sapurik Alyssa (Vallone) Sapurik Jacksonville, Florida Area Details
Alyssa (Vallone) Sapurik's Merrill Lynch Experience December 2013 - August 2014
Job AML/AFC Senior Operations Analyst at Deutsche Bank
Industry Banking
Experience
Deutsche Bank  August 2014 - Present
Merrill Lynch   December 2013 - August 2014
Lender Processing Services, Inc. (LPS)   January 2013 - October 2013
Lender Processing Services, Inc. (LPS)   2012 - January 2013
Lender Processing Services, Inc. (LPS)   October 2011 - January 2013
Agile Global Solutions, Inc  May 2011 - September 2011
Agile Global Solutions, Inc  January 2011 - May 2011
Theta Phi Alpha - Alpha Zeta Chapter   January 2009 - January 2010

Skills
Customer Service, Microsoft Office, Data Entry, Leadership, Research, Marketing, Social Media Marketing, Time Management, PowerPoint, Microsoft Excel, Marketing Communications, Team Building, Strategic Planning, Analysis, Management

Education
Franciscan University of Steubenville   2007 — 2011
Bachelor of Science, Marketing

Dr. Chris Stout Dr. Chris Stout Greater Chicago Area Details
Dr. Chris Stout's Merrill Lynch Experience 2006 - Present
Job Best Selling Author, Data Wonk, Clinical Professor, Angel Advisor, and (Accidental) Humanitarian
Industry Hospital & Health Care
Experience
ATI Holdings, LLC   2008 - Present
Center for Global Initiatives   2005 - Present
College of Medicine, University of Illinois at Chicago   2003 - Present
ValueOptions  1999 - Present
Flying Doctors of America   1997 - Present
John Wiley and Sons  1990 - Present
Praeger Publishing   1988 - Present
Merrill Lynch   2006 - Present
Northwestern University, Feinberg School of Medicine  2003 - August 2014
American Psychological Association  2010 - 2013

Skills
Start-ups, Training, Angel Investing, Big Data, Healthcare, Public Speaking, Entrepreneurship, Leadership, Clinical Research, Research, Teaching, Program Development, Publishing, Strategic Planning, Nonprofits, Leadership Development, Wellness, Coaching, Grants, Program Management, Editing, Organizational..., Program Evaluation, Workshop Facilitation, Management, Fundraising, Team Building, Grant Writing, Personal Development, Policy, Public Health, Health, Administration, Writing, Mentoring, Survey Research, Psychology, Mental Health, Global Strategy, Dignity, Non-profit Leadership, Academia

Education
The University of Chicago - Booth School of Business   1993 — 1994
Management

Harvard Medical School   1988 — 1988
Post-Doctoral Fellow, Neuro-developmental Behavioral pediatrics

Forest Institute of Professional Psychology   1981 — 1985
Doctorate, Clinical psychology

Indiana University-Purdue University at Indianapolis   1977 — 1981
BS, Psychology w/Honors

Indiana University-Purdue University at Indianapolis   1977 — 1979
AAS, Architectural Technology

Amanda Loveless Amanda Loveless Tempe, Arizona Details
Amanda Loveless's Merrill Lynch Experience July 2014 - Present
Job at
Industry Hospital & Health Care
Experience
Merrill Lynch   July 2014 - Present
King Soopers  May 2012 - July 2013
Benihana  July 2011 - December 2012

Skills
Leadership, Filing, Organization, Customer Service, Customer Satisfaction, Teamwork, Phone Etiquette, Problem Solving, Communication, Advising People

Education
ASU   2013 — 2015
Bachelor of Business Administration (BBA), Accounting and Business/Management

Front Range Community College   2011 — 2013
Associate of Arts (AA), Accounting and Business/Management

Ted Horowitz Ted Horowitz Phoenix, Arizona Area Details
Ted Horowitz's Merrill Lynch Experience August 1994 - August 1997
Job Financial Advisor/Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2012 - Present
Morgan Stanley Smith Barney  May 2005 - July 2012
UBS Financial Services  January 2001 - May 2005
RBC  August 1997 - January 2001
Merrill Lynch   August 1994 - August 1997
Harlow Butler   1993 - 1994
Instinet Corporation  1992 - 1993
Phibro LLC  1990 - 1992

Education
Thunderbird School of Global Management   1988 — 1990
Master of International Management, Business

University of Washington   1982 — 1986
BA, International Relations

Fudan University   1984 — 1984
Summer Program, Chinese

University of South Carolina-Columbia   1981 — 1982
Business Administration and Management, General

Spartanburg High School   1978 — 1980
High School

Riverside Military Academy   1976 — 1977

Judith Noon Judith Noon Greater Denver Area Details
Judith Noon's Merrill Lynch Experience May 1983 - May 1989
Job Training Manager at Pulte Mortgage
Industry Financial Services
Experience
Pulte Mortgage  July 2002 - Present
Nextel  May 1999 - June 2002
Charles Schwab & Co. Inc.   August 1989 - November 1998
Merrill Lynch   May 1983 - May 1989

Skills
Blended Learning, Coaching, Soft Skills, Leadership Development, Customer Relations, Technical Training, SOP, Instructional Design, Call Center, Training Delivery, Needs Analysis, Mentoring, Curriculum Design, Instructor-led Training, Team Building, Staff Development, Technical Writing, ADDIE, Hiring, Team Management, Employee Relations, Onboarding, Curriculum Development, Team Leadership, Compliance, Call Centers, Leadership, Customer Service, CRM, Management, Training, Mortgage Lending

Education
Fort Lewis College   1977 — 1981
BA, Business Administration

Sharon Wall Sharon Wall Fort Collins, Colorado Area Details
Sharon Wall's Merrill Lynch Experience 2000 - 2001
Job Urology Specialty Sales at Endo Pharmaceuticals
Industry Pharmaceuticals
Experience
Endo Pharmaceuticals  2014 - Present
Novartis  April 2008 - April 2014
Solvay Pharmaceuticals  2000 - 2007
Merrill Lynch   2000 - 2001
Encorp  1999 - 2000

Skills
Pharmaceutical Industry, Outside Sales, Pharmaceutical Sales, Endocrinology, Urology, Cardiology, OB/GYN, Gastroenterology, Sales Effectiveness, Nephrology, Pulmonology, Rheumatology, Neurology, Osteoporosis, Dermatology, Hospital Sales, Managed Care, Hematology, Capital Equipment, Diabetes, Allergy, Sales Operations, Medical Devices, Buy, Hospitals, Product Launch, Sales Force Development, Oncology

Education
Fort Lewis College   1981 — 1985
BA, Business Administration

Air Academy High School   1979 — 1981

Kristen Stevens Kristen Stevens Greater Philadelphia Area Details
Kristen Stevens's Merrill Lynch Experience 1999 - 2002
Job Philanthropy Program Manager at The Nature Conservancy
Industry Nonprofit Organization Management
Experience
The Nature Conservancy  2014 - Present
Montgomery School  2005 - 2014
The Winsor School  2002 - 2005
Merrill Lynch   1999 - 2002
ACCION International  1997 - 1999
The Nature Conservancy  1994 - 1997
Roxbury Comprehensive Community Health Center  1992 - 1994
Catholic Near East Welfare Association   1988 - 1990

Skills
Annual Giving, Stewardship, Planned Giving, Alumni Relations, Event Management, Annual Fund, Leadership, Strategic Planning, Philanthropy, Solicitation, Raiser's Edge, Volunteer Management, Management, Fundraising, Grants, Direct Mail, Grant Writing, Nonprofits, Public Speaking, Program Development, Community Outreach

Education
New York University   1990 — 1992
MPA, Public Administration

Franklin & Marshall College   1982 — 1986
BA, Sociology

Brian Quach Brian Quach Greater Los Angeles Area Details
Brian Quach's Merrill Lynch Experience 2010 - 2010
Job Associate at L.E.K.
Industry Management Consulting
Experience
L.E.K. Consulting   2012 - Present
Moelis & Company  2011 - 2011
Merrill Lynch   2010 - 2010
AnewAmerica Community Corporation  2010 - 2010
Griffin Partners  2009 - 2010
Morgan Stanley Smith Barney  2009 - 2009
Lincoln Financial Group  2009 - 2009

Skills
Management Consulting, Strategy Development, Investment Banking, Private Equity, Venture Capital, Structured Finance, Equity Trading, Fixed Income, Financial Modeling, Strategy, Finance, Corporate Development, Valuation, Financial Analysis

Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration

Fudan University
BS, Business Administration and Management, General

Ally Warshaver Ally Warshaver Scottsdale, Arizona Details
Ally Warshaver's Merrill Lynch Experience January 2014 - February 2015
Job Sales Coordinator at Facilitec
Industry Furniture
Experience
Facilitec, Inc  March 2015 - Present
Merrill Lynch   January 2014 - February 2015
Vantage Self Directed Retirement Plans   October 2012 - January 2014
Vantage Self Directed Retirement Plans   May 2012 - October 2012
Miles Investigations   September 2011 - April 2012
Franklin and Marshall College Phone-A-Thon   September 2008 - January 2011
King County Hospital Center   June 2010 - August 2010
Camp Matoaka  June 2008 - August 2010
Beginnings Child Care Center   May 2007 - August 2009

Skills
Customer Service, Coaching, Management, Human Resources, Teaching, Sales, Fundraising, Marketing, Microsoft Word, PowerPoint, Behavior Analysis, Microsoft Excel, Software Documentation, Research, Event Planning, Data Analysis, Microsoft Office, Social Media

Education
Franklin & Marshall College   2007 — 2011
BA, Psychology, Sociology

Syracuse University in Madrid   2010 — 2010
Study Abroad Program, Psychology, Spanish

The Rivers School   2002 — 2007
High School

University of Miami Summer Scholars   2006 — 2006
College Credit, Classes included Forensic Science and Forensic Anthropology

Derek Morales Derek Morales Greater New York City Area Details
Derek Morales's Merrill Lynch Experience August 2005 - August 2008
Job Associate at Jones Day
Industry Law Practice
Experience
Jones Day  October 2011 - Present
Fordham Law School  August 2008 - December 2011
Weil Gotshal and Manges  July 2010 - August 2010
Jones Day  May 2010 - July 2010
Weil Gotshal and Manges  May 2009 - August 2009
Merrill Lynch   August 2005 - August 2008

Skills
Legal Research, Legal Writing, Securities, Corporate Law, Civil Litigation, Westlaw, Corporate Governance, Legal Assistance, Mergers & Acquisitions, Private Equity, Joint Ventures

Education
Fordham University School of Law   2008 — 2011
J.D., Corporate Law & Intellectual Property

Universiteit van Amsterdam   2010 — 2010

Yale University   2001 — 2005
B.A., Political Science

Matt Mastin Matt Mastin Denver, Colorado Details
Matt Mastin's Merrill Lynch Experience June 2009 - August 2009
Job Investment Banking Analyst at Raymond James & Associates, Inc
Industry Investment Banking
Experience
Raymond James  July 2010 - June 2013
Merrill Lynch   June 2009 - August 2009

Education
UNC Chapel Hill   2006 — 2010
Business Administration, Finance

Freie Universität Berlin   2007 — 2007
German

Denny Roja Denny Roja San Francisco, California Details
Denny Roja's Merrill Lynch Experience March 2015 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2015 - Present
Venture Law Partners P.C.   January 2009 - Present
Philippine Development Foundation and Ayala Foundation USA   2007 - Present
Science and Technology Advisory Council   1995 - Present
SmartOrbis, Inc.   February 2014 - March 2015
Narra Systems, Inc.   January 2013 - March 2015
GMDE Holdings, Inc.   2012 - March 2015
ValuQuest International   2009 - March 2015
Stanford University Buck/Cardinal Club   2009 - September 2014
Cheryl Burke Dance, LLC   2008 - July 2011

Skills
Private Equity, Venture Capital, Mergers, Corporate Finance, Corporate Development, M&A experience, Venture Financing, Capital, Joint Ventures, Due Diligence, Angel Investing, Entrepreneurship, Financial Modeling, Start-ups, IPO, Investor Relations, Mergers & Acquisitions, Strategic Partnerships, Management, Restructuring, Alternative Investments, Emerging Markets, Finance, Valuation, Business Strategy, Asset Management, Portfolio Management, Strategy, Corporate Governance, Acquisitions, Business Modeling, Acquisition Integration, Investments, Business Valuation, Executive Management, Corporate Law, Investment Banking, Leveraged Finance, Project Finance, Divestitures, Financial Structuring, Licensing, Private Placements, Capital Markets, LBO, Board of Directors, Structured Finance, Strategic Alliances, Securities, Hedge Funds

Education
Stanford University Graduate School of Business
MBA, Finance and Corporate Strategy

Fordham University School of Law
J.D., Law

University of Washington
M.S.Ch.E., Chemical Engineering

Georgia Institute of Technology
National Science Foundation Fellow, Industrial Engineering and Operations Research

University of Santo Tomas
B.S.Ch.E., Summa Cum Laude, Chemical Engineering

Chris Andersen Chris Andersen Des Moines, Iowa Area Details
Chris Andersen's Merrill Lynch Experience April 2015 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   April 2015 - Present
Lutheran Services in Iowa  August 2013 - April 2015
WesleyLife  July 2011 - August 2013
Iowa State University Foundation  July 2008 - July 2011
Nebraska Alumni Association  March 2002 - June 2008
Xerox Corporation  August 2000 - February 2002
Dell  April 1997 - April 2000

Skills
Fundraising, Event Planning, Philanthropy, Nonprofits, Leadership, Volunteer Management, Strategic Communications, Board Development, Public Speaking, Alumni Relations, Research, Annual Giving, Higher Education, Program Management, Community Outreach, Event Management, Planned Giving, Grants, Grant Writing, Budgets, Stewardship, Program Development, Newsletters, Major Gift Development, Capital Campaigns, Non-profit..., Public Relations, Donor Management, Media Relations, Fundraisers, Donor Research, Annual Fund, Community Development, Major Gift Solicitations, Moves Management, Non-profit Board..., Integrated Marketing, Volunteer Training, Prospect Research, Campaign Strategies, Editing, Non-profit Leadership, Direct Mail Fundraising, Gift Planning, Donor Recognition, Donor Engagement, Capital Campaign..., Grassroots Organizing, Major Gift Cultivation, Marketing Communications

Education
The University of Texas at Austin   1992 — 1993
B.S., Kinesiolgy

Frostburg State University   1989 — 1991

Alan (Alan Campbell) McIntyre MBA,CRPC. Alan (Alan Campbell) McIntyre MBA,CRPC. Goffstown, New Hampshire Details
Alan (Alan Campbell) McIntyre MBA,CRPC.'s Merrill Lynch Experience September 2007 - October 2010
Job Brokerage Services Rep II at Signator Investors, Inc.
Industry Financial Services
Experience
Signator Investors, Inc.   November 2013 - Present
Army National Guard  July 2012 - Present
Members Financial Services   July 2013 - November 2013
Investors Capital  April 2012 - June 2013
Sovereign Bank  September 2011 - February 2012
John Hancock  November 2010 - June 2011
Merrill Lynch   September 2007 - October 2010
Upromise  2010 - 2010
Fidelity Investments  January 2006 - January 2007
American General Financial Services  2004 - 2005

Skills
Mutual Funds, Series 7, Investments, Fixed Annuities, Series 63, Financial Advisory, Financial Services, Series 65, Trading, Insurance, Finance, Securities, Retirement Planning, Annuities, Sales Support, Inside Sales, Retail Management, Uniform Combined State..., FINRA, Retirement, Variable Annuities, Investment Advisory, Equities, IRAs, Life Insurance, Sales, Series 24

Education
Franklin Pierce University   2003 — 2005
MBA, Leadership in Management

Keene State College   1998 — 2002
BS, Management

salem high school   1994 — 1998

Merrimack College
CFP Coursework, CFP prep

Matthew Koller Matthew Koller Greater New York City Area Details
Matthew Koller's Merrill Lynch Experience February 2012 - May 2012
Job Audit Associate at Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte & Touche LLP  August 2014 - Present
Lemma Senbet Fund  April 2013 - May 2014
Baker Tilly Virchow Krause, LLP  June 2013 - August 2013
Morgan Stanley Smith Barney  June 2012 - August 2012
Merrill Lynch   February 2012 - May 2012

Skills
Microsoft Excel, PowerPoint, Spanish, Financial Analysis, Economics, Event Planning, Customer Service, Financial Accounting, Cost Accounting, Financial Modeling, Valuation, Financial Statement..., DCF Valuation, Bloomberg, Equity Research

Education
University of Maryland College Park   2010 — 2014
Bachelor of Science (B.S.), Finance and Accounting, Senior

Fudan University   2012 — 2012

Shimon Lin Shimon Lin San Francisco, California Details
Shimon Lin's Merrill Lynch Experience February 2012 - March 2012
Job International Card Business Development Analyst at Rakuten Card Co.
Industry Financial Services
Experience
Rakuten Card Co.   December 2014 - Present
Rakuten Card Co.   July 2014 - Present
Rakuten  July 2014 - December 2014
Rakuten  April 2014 - July 2014
Merrill Lynch   February 2012 - March 2012
UBS Wealth Management  June 2011 - August 2011
San Francisco Pretrial Diversion Project  September 2009 - December 2009
Summer Bridge Hong Kong   May 2007 - August 2007

Skills
Salesforce.com, Microsoft Office, Financial Analysis, Japanese, Chinese, Research, Social Media, Customer Service, Social Networking, Event Planning, Market Research

Education
慶応義塾大学 / Keio University   2012 — 2013
Japanese Language and Finance

University of California, San Diego   2008 — 2013
Bachelor of Arts (B.A.), International Studies: Economics

The University of Hong Kong   2011 — 2011
Business and Economics

Fudan University   2010 — 2011
International Studies: Economics

San Francisco University High School   2004 — 2008

Kurt Fisher Kurt Fisher Greater New York City Area Details
Kurt Fisher's Merrill Lynch Experience April 2006 - March 2007
Job Risk & Compliance, Director of Operations and Program Management at Marsh & McLennan Companies, Inc.
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc.   August 2014 - Present
Barclays Capital  April 2010 - August 2014
MetLife  October 2008 - April 2010
Lehman Brothers  April 2007 - September 2008
Merrill Lynch   April 2006 - March 2007
MetLife  December 1999 - May 2006
PriceWaterhouseCoopers, LLC  August 1995 - November 1999

Skills
Budgets, Business Development, Career Development, Enterprise Software, Executive Management, Fixed Income, Forecasting, Leadership, Operational Risk, PMO, PMP, Portfolio Management, Process Improvement, Program Management, Project Management, Project Portfolio..., Risk Management, Strategic Planning, Team Building, Vendor Management, Business Analysis, IT Strategy, Prime Brokerage, Finance, Investments

Education
University of Maryland - Robert H. Smith School of Business   1993 — 1995
MBA

University of Virginia   1990 — 1993
MA

Franklin & Marshall College   1985 — 1989
1989

James Du James Du Greater New York City Area Details
James Du's Merrill Lynch Experience March 2007 - November 2007
Job MDBE of NYC/NYS/NJ/MTA | PMP | GPRO | ScrumMaster | Technology (CCTV / Intercom / AV) Design & Integration | System VAR
Industry Information Technology and Services
Experience
Vinoleo Solution & Services Corporation   September 2007 - Present
Ciber  January 2008 - March 2008
Merrill Lynch   March 2007 - November 2007
Emerging Health IT  November 2006 - January 2007
Vonage  March 2006 - August 2006
Linkair Communications Inc.   July 2004 - July 2005
ADC Telecommunications  2000 - 2003
SS8 Networks  2000 - 2003
Motorola  1996 - 1999

Skills
Integration, PMP, Requirements Analysis, Project Portfolio..., Enterprise Software, SDLC, Project Management, Project Planning, Outsourcing, Management, Strategy, Disaster Recovery, PMO, Networking, Program Management, Vendor Management, Security, Telecommunications, Contract Management, Procurement, Software Project..., MS Project, Risk Management, Business Intelligence, Scrum, Agile Methodologies, Management Consulting, Architecture, Business Process, Infrastructure, Certified Scrum Master..., Agile, System Architecture, IT Strategy, Cloud Computing, Quality Assurance, Change Management, IT Management, Operations Management, Employee Relations, Business Analysis, Agile Project Management, Governance, Software Development, Information Security, SaaS, Business Management, BIM, 3D Printing, 3D Modeling

Education
NYU Stern School of Business   2011 — 2012
Certificate

Project Management Institute   2005 — 2005
PMP

National University of Singapore   1997 — 1999
MSEE

Fudan University   1986 — 1990
Bachelor

DJ Phukan, CPA, CA, MBA DJ Phukan, CPA, CA, MBA Rochester, New York Area Details
DJ Phukan, CPA, CA, MBA's Merrill Lynch Experience 1993 - 1994
Job Controller, Superior Plus Energy
Industry Oil & Energy
Experience
Superior Plus Energy Services  April 2015 - Present
Various clients in airline oil gas and tech   November 2012 - April 2015
Fluor  May 2012 - November 2012
Suncor Energy  December 2006 - May 2012
TELLnGO   March 2001 - August 2006
Mitchell Madison Group (McKinsey & Co spin off)   1999 - 2001
Monsanto Company  May 1998 - August 1998
KPMG  September 1994 - August 1997
Merrill Lynch   1993 - 1994

Skills
Cross-functional Team..., Management Consulting, Change Management, Management, Managerial Finance, Business Strategy, Business Planning, Accounting, Business Process..., Financial Reporting, Finance, Budgets, Team Leadership, Strategic Planning, Leadership, Executive Management, Start-ups, Operational Excellence, Problem Solving, Forecasting, Cost Reduction, Oil / Gas / Energy/ Oil..., Performance Management, Manufacturing, Business Process, Project Planning, Acquisition Integration, International, Auditing, Turn Around Management, Corporate Finance, Restructuring, Profit Improvement, Financial Goals, Risk Management, Accruals, Turnarounds, International Team, LRP, Stewardship, Technology..., Data Transformation, Business Intelligence, Consulting, SAP, Sarbanes-Oxley Act, Financial Modeling, Integration, Data Science, Big Data

Education
Institute of Chartered Accountants of British Columbia   2007 — 2010
CA

University of Michigan   1997 — 1999
MBA

University of Michigan - Stephen M. Ross School of Business   1997 — 1999
MBA

AICPA/NASBA   1994 — 1996
CPA

Franklin & Marshall College
BA

St. Xavier School - Delhi

Glenn Radinsky Glenn Radinsky Kansas City, Missouri Area Details
Glenn Radinsky's Merrill Lynch Experience 1998 - 2000
Job Information Technology Specialist | Microsoft Windows Desktop Support | ITIL Foundation | Knowledge Management
Industry Information Technology and Services
Experience
U.S. Army   September 2011 - Present
U.S. Army   September 2006 - September 2011
U.S. Army   March 2005 - September 2006
Merrill Lynch   1998 - 2000
Acxiom  1997 - 1998

Skills
Security Clearance, Technical Support, Security, DoD, Information Assurance, Software Documentation, Windows Server, Military Operations, Government, Program Management, Information Technology, Networking, Leadership Development, XP, Help Desk Support, Military, Army, Military Experience, Operating Systems, Operational Planning, Intelligence Analysis, National Security, Windows XP, Desktop Support, Organizational..., Defense, Hardware, Windows 7 Migration, User State Migration..., Blackberry

Education
Fort Lewis College   1988 — 1993
Bachelor of Arts, Business Administration and Management, General

Niki Gray Niki Gray Wilmington, Delaware Details
Niki Gray's Merrill Lynch Experience
Job Financial Services Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  

Skills
Retirement Planning, Private Wealth..., Estate Planning, Tax, Insurance Planning, Education, Series 7, Series 66, 401k Rollovers, Long Term Care, Debt Management, Certified Financial..., Life Insurance, Strategic Financial..., Financial Planners, Retirement, Wealth Management, Wealth Management...

Education
Frostburg State University   1996 — 2000
Bachelor, Finance, Economics

Drew Degen Drew Degen Greater Philadelphia Area Details
Drew Degen's Merrill Lynch Experience May 2015 - Present
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch   May 2015 - Present
Legacy Youth Tennis and Education  October 2011 - Present
Arthur Ashe Youth Tennis and Education Center  September 2009 - Present
Liberty Seafood Inc   June 2014 - May 2015
Independence Fish Company   April 2009 - April 2015
Orrick, Herrington & Sutcliffe LLP   June 2007 - August 2007

Skills
Sales, Social Media, Microsoft Office, Public Speaking, Event Planning, New Business Development, Event Management, Marketing, Social Media Marketing, Nonprofits, Market Research, Leadership, Customer Service, PowerPoint, Strategic Planning, Research, Microsoft Excel

Education
Franklin & Marshall College   2003 — 2008
Bachelor of Science, Finance

Jared Ursani Jared Ursani Washington D.C. Metro Area Details
Jared Ursani's Merrill Lynch Experience May 2006 - August 2006
Job Communications and Information Manager at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority  December 2012 - Present
FINRA  June 2008 - February 2013
Laundry Connect, Inc.   September 2005 - May 2008
NASD  June 2007 - August 2007
Northwestern Mutual  January 2007 - May 2007
Merrill Lynch   May 2006 - August 2006

Skills
Financial Modeling, Securities, Financial Analysis, Bloomberg, Valuation, Equities, Fixed Income, Due Diligence, Capital Markets, Business Analysis, Economics, Microsoft Office, Management

Education
University of Maryland - Robert H. Smith School of Business   2010 — 2013
Master of Business Administration (MBA), Finance, General

Franklin & Marshall College   2004 — 2008
Business/Government, Economics

St. Augustine Prep   2000 — 2004

Jason LaViscount Jason LaViscount Greater Philadelphia Area Details
Jason LaViscount's Merrill Lynch Experience 1987 - 1992
Job Asst. Vice President, Branch Manager
Industry Banking
Experience
Investors Bank  August 2014 - Present
Capital One Bank  September 2007 - August 2014
Nelligan Sports Marketing  2002 - 2007
Polymer Group Inc.  1999 - 2002
Merrill Lynch   1987 - 1992

Skills
Small Business Lending, Small Business Marketing, Entrepreneurship, Coaching, Marketing, Sales, Sales Management, Banking, Consumer Lending, Loan Origination, Retail Banking, Customer Service, Customer Retention, New Business Development, Leadership, Financial Services, National Accounts, Territory Account..., National Account..., Financial Analysis, Loans, Marketing Strategy, Mortgage Lending, Relationship Management, Strategic Planning, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Risk Management

Education
Franklin & Marshall College   1980 — 1984
BA History

Midwood HS

Shanon Grundland Shanon Grundland Greater Denver Area Details
Shanon Grundland's Merrill Lynch Experience January 1999 - December 2001
Job Investment Advisor Representative at Client One Securities, LLC
Industry Financial Services
Experience
Client One Securities, LLC   December 2012 - Present
Associates Group of Companies   March 2004 - Present
Sunset Financial Services, Inc*   2004 - December 2012
MetLife  2001 - 2004
Merrill Lynch   January 1999 - December 2001

Education
Frostburg State University   1992 — 1998
BS, Pre- Med

Dianne Sturgis Dianne Sturgis Jacksonville, Florida Area Details
Dianne Sturgis's Merrill Lynch Experience 1993 - 2002
Job Account Representative at Liberty Mortgage Corp.
Industry Banking
Experience
Liberty Mortgage Corp.   AVP, Secondary MarketingMerrill LynchMarch 1993 - October 2002
merrill lynch   1993 - 2002
Bank Boston  March 1992 - March 1993

Education
Franklin University   1985 — 1988
BS, Finance

John B. Grove John B. Grove Harrisburg, Pennsylvania Area Details
John B. Grove's Merrill Lynch Experience July 1989 - June 1993
Job Senior Consultant
Industry Executive Office
Experience
Mission Critical Partners, Inc  May 2013 - Present
GRS  January 1998 - February 2013
TouchPoint, Inc, King of Prussia, PA   February 1996 - January 1998
Lancaster/Lebanon   July 1993 - February 1996
Merrill Lynch   July 1989 - June 1993

Skills
Electrical, Negotiation, Sales Management, Start-ups, Strategy Development, New Business Development, Marketing Strategy, Product Marketing, Consultative Selling, Business Planning, Strategic Planning, Telecommunications, Customer Relations, VoIP, Coaching, Team Building, Business Strategy, Executive Management, Customer Service, Selling, Strategy, Leadership, Electricians, Program Management, Direct Sales, Project Management, Management, Contract Negotiation, Sales, Management Consulting, Team Leadership, Entrepreneurship, Data Center

Education
Franklin & Marshall College   1985 — 1989
BA, business & economics

Penn State – College Of Technology: Harrisburg, PA

David Yan David Yan Greater New York City Area Details
David Yan's Merrill Lynch Experience May 2002 - June 2004
Job Managing Director at Fosun Group
Industry Financial Services
Experience
Fosun Group  November 2014 - Present
Ping An Group/Lufax (陆金所)   March 2014 - October 2014
Credit Suisse  June 2003 - February 2014
Merrill Lynch   May 2002 - June 2004

Skills
Fixed Income, Capital Markets, Derivatives, Hedge Funds, Valuation, Financial Modeling, Structured Products, Bloomberg, Structured Finance, Asset Management, Credit Derivatives

Education
University of Alabama   1996 — 1999
Doctor of Philosophy (Ph.D.), Finance, General

Fudan University   1991 — 1996
Bachelor of Science (BS), Economics

Andrew J. Lishnoff Andrew J. Lishnoff Greenwich, Connecticut Details
Andrew J. Lishnoff's Merrill Lynch Experience August 2011 - April 2012
Job Vice President, Executive Assistant to Robert Koenigsberger, Founder, Managing Partner and Chief Investment Officer
Industry Financial Services
Experience
Gramercy Funds Management LLC ("Gramercy")   September 2015 - Present
Magnetar Capital  October 2014 - May 2015
Deutsche Bank  November 2013 - October 2014
UBS Investment Bank  March 2013 - October 2013
Merrill Lynch   August 2011 - April 2012
Morgan Stanley Wealth Management  November 2008 - August 2011
UBS  June 2007 - November 2008

Skills
Series 7, Asset Management, Wealth Management, Retirement Planning, Alternative Investments, Financial Services, Investments, Asset Allocation, Hedge Funds, Series 63, Bloomberg, Customer Service, Portfolio Management, Mutual Funds, Finance, Equities, Fixed Income, Capital Markets, Management, Securities, Microsoft Office, Microsoft Excel, PowerPoint, Human Resources, Event Planning, Microsoft Word

Education
Franklin Pierce College   1993 — 1999
Bachelor's degree, Criminal Justice/Law Enforcement Administration

Wilton High School   1990 — 1993
High school Diploma

Ursula Clay Ursula Clay Greater New York City Area Details
Ursula Clay's Merrill Lynch Experience June 1993 - December 1995
Job Clay Consulting LLC
Industry Financial Services
Experience
Clay Consulting LLC   June 2014 - Present
Barclays Investment Bank  January 2014 - June 2014
Morgan Stanley  January 2000 - December 2013
Bressler, Amery & Ross, P.C.   1997 - 2000
Morgan Stanley Dean Witter  December 1995 - December 1997
Merrill Lynch   June 1993 - December 1995
Cantor Fitzgerald  1991 - 1993

Skills
Litigation, Securities, Securities Regulation, FINRA, Corporate Governance, Internal Investigations, Risk Management, Commodity

Education
Fordham Law School
Doctor of Law (J.D.)

Syracuse University
Bachelor of Arts (BA), International Relations

David Chiavacci David Chiavacci Denver, Colorado Details
David Chiavacci's Merrill Lynch Experience 2004 - 2012
Job Member Board of Directors at The Janus Foundation
Industry Investment Management
Experience
The Janus Foundation   2015 - Present
Janus Capital Group  2012 - Present
Merrill Lynch   2004 - 2012
United Services Planning Association   1998 - 2004
US Army  1994 - 1998

Education
Wharton Business School   2011 — 2011
Executive Education, Investment Management Consultants Association

The Johns Hopkins University - Carey Business School   2007 — 2011
MBA, Finance

Frostburg State University   1990 — 1994
BA, Business

Tian Pei Tian Pei San Francisco Bay Area Details
Tian Pei's Merrill Lynch Experience August 2009 - November 2009
Job Senior Financial Analyst Creative at Adobe
Industry Computer Networking
Experience
Adobe  May 2015 - Present
Cisco  July 2014 - April 2015
Cisco Systems  September 2012 - July 2014
Cisco Systems  August 2011 - September 2012
Morgan Stanley Smith Barney  February 2010 - December 2010
Cisco  June 2010 - August 2010
Merrill Lynch   August 2009 - November 2009
Palo Alto Medical Foundation  June 2009 - August 2009
Stanford University Medical Center  June 2008 - August 2008

Skills
Financial Modeling, Corporate Finance, Internal Controls, Strategy, Data Analysis, Analytics, Deal Flow, Risk Analysis, Business Process, Account Management, Internal Audit, Deal Shaping, Microsoft Office, Microsoft Excel, SQL, Access, Cross-functional Team..., Planning Budgeting &..., Financial Reporting, Financial Analysis

Education
University of California, Berkeley   2007 — 2011
Bachelor of Arts, Economics

Fudan University   2011 — 2011
Education Abroad Program, Business Administration and Economics in China

Gunn High School   2004 — 2007

Lihua Yang Lihua Yang Greater New York City Area Details
Lihua Yang's Merrill Lynch Experience 2000 - 2009
Job SVP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  2009 - Present
Merrill Lynch   2000 - 2009
Prudential Financial  1999 - 2000
Citi  1996 - 1999
Harvard University  1994 - 1996

Skills
Portfolio Management, Risk Management, Capital Markets, Credit, Derivatives

Education
University of Wisconsin-Madison
Master's Degree, Statistics

Fudan University
Bachelor's Degree, Applied Mathematics

Joe Kuechenmeister Joe Kuechenmeister Chicago, Illinois Details
Joe Kuechenmeister's Merrill Lynch Experience 2004 - 2006
Job Corporate Executive Chef at Griffith Laboratories
Industry Food Production
Experience
Griffith Laboratories  Corporate Research ChefGriffith LaboratoriesSeptember 2013 - Present
Gourmet Boutique  2011 - August 2013
Gourmet Boutique  2006 - 2011
Merrill Lynch   2004 - 2006
ritz carlton central park   2002 - 2004

Skills
Problem Solving, Budgeting, Excel, Planning, Analysis, Production, Word, Customer Service, Food, Team Leadership, Cooking, Inventory Management, Catering, Restaurants, Product Development, Menu Development, Culinary, HACCP, Food Safety, Research, Food Industry, Menu Design, Start-ups, Food Science, Flavors, Negotiation, Strategic Planning, Packaging, Team Building, Coaching, Culinary Skills, Chef, Ingredients, Food Processing

Education
The Culinary Institute of America   2000 — 2002
A.O.S., Culinary Arts

Franklin College   1995 — 1999
BA, Biology

Laura Derderian Laura Derderian Greater Boston Area Details
Laura Derderian's Merrill Lynch Experience March 1999 - Present
Job Certified Financial Planner® Chartered Retirement Planning Counselor®
Industry Financial Services
Experience
Merrill Lynch   March 1999 - Present
Tucker Anthony & RL Day   July 1981 - September 1991

Skills
Retirement Planning, Financial Planning, Asset Allocation, Investments, Strategic Financial..., Retirement, Series 7, Wealth Management, Financial Services, Series 63, Investment Advisory, FINRA, Mutual Funds, Financial Advisory

Education
Framingham State College
Bachelor of Science, Food and Nutrition

Deanne Duncan Rivera Deanne Duncan Rivera Greater Denver Area Details
Deanne Duncan Rivera's Merrill Lynch Experience August 1992 - June 2002
Job Software Asset Manager at Xcel Energy
Industry Information Technology and Services
Experience
Xcel Energy  August 2014 - Present
ProBuild  June 2013 - August 2014
Johns Manville  December 2002 - June 2013
Merrill Lynch   August 1992 - June 2002

Skills
Project Management, Six Sigma, Enterprise Software, Unix, Technical Support, Business Development, Procurement, Human Resources, Microsoft Technologies, Process Improvement, Business Analysis, Internal Audit, IT Management, Business Intelligence, Vendor Management

Education
Metropolitan State College of Denver   1994 — 1997
BS Computer Information Systems & Management

Fort Lewis College

Geoff Hornbeck Geoff Hornbeck Greater New York City Area Details
Geoff Hornbeck's Merrill Lynch Experience 1973 - 1993
Job Director at Pontis Capital Mgt.
Industry Financial Services
Experience
Pontis Capital Mgt.   executive directorMorgan Stanley1993 - 2006
Merrill Lynch   1973 - 1993
Merrill Lynch   1973 - 1993

Education
C.C.N.Y.-Bernard Baruch Graduate Business School   1967 — 1969
Master of Business Administration (M.B.A.), Finance, General

Franklin & Marshall College   1964 — 1967
Bachelor's Degree, govt.

Brian Strauss Brian Strauss Greater New York City Area Details
Brian Strauss's Merrill Lynch Experience 2000 - 2002
Job Director at PwC and Chairman of RMA NY
Industry Financial Services
Experience
PwC  June 2015 - Present
Risk Management Association NY Chapter   August 2009 - Present
Capital Markets Credit Analysts Society, CMCAS   1995 - Present
KCG Americas LLC   2009 - 2014
UBS Investment Bank  2004 - 2009
J.P. Morgan (Bank One)   2002 - 2004
Merrill Lynch   2000 - 2002
Lehman Brothers  1999 - 2000
Deutsche Bank (Bankers Trust)   1992 - 1999
J.P. Morgan (First National Bank of Chicago)   1985 - 1992

Skills
Series 7, Counterparty Risk, Credit Risk, Market Risk, Liquidity Risk, Stress Testing, Regulatory Risk, Hedge Funds, Prime Brokerage, Derivatives, Capital Markets, Enterprise Risk..., Credit Analysis, Futures, Fixed Income, FX, Repos, Securities Lending, Credit Derivatives, Financial Institutions, Equity Derivatives, Due Diligence, Financial Markets, Options, CDS, Financial Risk, FX Options, Structured Products, Securitization, Credit, Equities, Operational Risk, Structured Finance, Investment Banking, Loans, Trading, Bonds, Risk Management, Operational Risk..., Emerging Markets, Securities, Finance, Banking, ISDA negotiations, Alternative Investments, Swaps, Electronic Trading, Trading Systems, Hedging, Bloomberg

Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance

Georgetown University
B. Sc., Finance (Minor: Economics)

Worcester Academy

Francis W. Parker School

Anshe Emet

Les Lieberman Les Lieberman United States Details
Les Lieberman's Merrill Lynch Experience January 1982 - January 1985
Job Executive Managing Director at Bond Street Holdings LLC
Industry Financial Services
Experience
Florida Community Bank  February 2010 - Present
Bond Street Holdings LLC   February 2009 - Present
Children's Cancer and Blood Foundation   October 2006 - April 2012
Indosuez Capital  April 1992 - August 2000
Kidder Peabody  September 1989 - March 1991
Drexel Burnham Lambert  March 1985 - September 1989
Merrill Lynch   January 1982 - January 1985
Warburg Paribas becker  1982 - 1983
Hurdman and Cranstoun   August 1978 - August 1980

Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Investments, Restructuring, Mergers, Financial Services, Asset Management, Credit, Equities, Leveraged Finance, Financial Analysis, Due Diligence, Capital Markets, Corporate Development, Strategy, Financial Modeling, Portfolio Management, Risk Management, Valuation, Venture Capital, Banking, Fixed Income, Hedge Funds, Alternative Investments, Private Placements, Trading, Financial Structuring, Securities, Bonds, Emerging Markets, Asset Managment, Corporate Finance, Auditing, Executive Management, Structured Finance, Investor Relations, Finance, Investment Management, IPO, LBO, Financial Markets, Financial Institutions, Treasury Management, Investment Advisory, Management, Loans, Start-ups, Derivatives, Strategic Planning

Education
University of Pennsylvania - The Wharton School   1980 — 1982
MBA, FINANCE

Franklin & Marshall College   1975 — 1978
AB, Accounting

Marla Moskowitz-Hesse Marla Moskowitz-Hesse Greater New York City Area Details
Marla Moskowitz-Hesse's Merrill Lynch Experience June 1988 - June 2009
Job Managing Director/Global Registration Executive at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  June 2011 - Present
Barclays Capital  July 2009 - June 2011
Merrill Lynch   June 1988 - June 2009

Skills
Securities, FINRA, AML, Securities Regulation, Series 24, Capital Markets

Education
Fordham University School of Law   1996 — 2000
JD, Law

Rider University   1992 — 1995
BSBA, Business Administration

Svitlana Popyk Svitlana Popyk Chicago, Illinois Details
Svitlana Popyk's Merrill Lynch Experience August 2010 - Present
Job Sr Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2010 - Present
Center for Economic Progress  August 2009 - August 2010
Ameriprise Financial  March 2005 - July 2010

Skills
Series 7, Finance, Series 66, Investments, Mutual Funds, Financial Analysis, Bloomberg, Strategic Financial..., Securities, Asset Management, Equities, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Investment Management, Awesomeness, Financial Planning, Uniform Combined State...

Education
Free Code Camp   2015 — 2016
Certificate in Full Stack Web Development, Computer Software Engineering

Northeastern Illinois University   2007 — 2010
BS, Finance and Economics

Matthew Musselman Matthew Musselman Greater New York City Area Details
Matthew Musselman's Merrill Lynch Experience March 1992 - August 2000
Job Executive Director and Assistant General Counsel at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  March 2010 - Present
Shearman and Sterling  August 2000 - March 2010
Merrill Lynch   March 1992 - August 2000

Skills
Securities Regulation, IPO, Capital Markets, Corporate Governance, Corporate Law, Banking Law, Dodd-Frank, Financial Regulation

Education
Fordham University School of Law   1996 — 2000
JD

New York University   1992 — 1996
BS, Economics

Williams College   1990 — 1991

Chaminade   1986 — 1990

Sebastian Pandolfo Sebastian Pandolfo Greater New York City Area Details
Sebastian Pandolfo's Merrill Lynch Experience First Vice PresidentBank of America - Merrill Lynch1971 - 2009
Job Retired
Industry Law Practice
Experience
Merrill Lynch   First Vice PresidentBank of America - Merrill Lynch1971 - 2009
Merrill Lynch, Pierce, Fenner & Smith Inc.   1971 - 2009

Skills
Securities, Arbitration, AML, Litigation, Investments, Series 24, Mutual Funds, FINRA, Series 7, Corporate Law, Equities, Securities Regulation, Alternative Investments, Hedge Funds, Wealth Management, Due Diligence, Series 63, Capital Markets, Private Equity, Financial Services, Corporate Governance, Estate Planning, Fixed Income, Structured Finance, Investment Banking, Wealth Management..., Investment Management, Derivatives, Investment Advisory, Prime Brokerage, ETFs, Asset Management, Options, Financial Structuring, Asset Allocation, Structured Products, Dodd-Frank, Private Banking, Private Placements, Financial Markets, Financial Risk, Securitization, Trading, Financial Regulation, Portfolio Management, Securities Litigation, Broker-Dealer

Education
Fordham University School of Law   1965 — 1968
Juris Doctor (J.D.)

Regis High School   1957 — 1961

Donald Waters, Jr. Donald Waters, Jr. Greater New York City Area Details
Donald Waters, Jr.'s Merrill Lynch Experience 1985 - 1986
Job Senior Vice President at Waters & Bugbee, Inc.
Industry Construction
Experience
Waters & Bugbee, Inc.   1986 - Present
Merrill Lynch   1985 - 1986
Waters & Bugbee, Inc.   1976 - 1984

Skills
Construction, Contract Negotiation, Management, Water, Leadership, Value Engineering, Construction Management, Budgets, Engineering, Contract Management, Strategic Planning, Energy, Risk Management

Education
Franklin Pierce University   1981 — 1985
BS, Accounting

Franklin Pierce University   1981 — 1985
BA, Computer Science

Rich Almy Rich Almy Greater New York City Area Details
Rich Almy's Merrill Lynch Experience January 2003 - August 2009
Job Vice President, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  September 2009 - Present
Merrill Lynch   January 2003 - August 2009

Education
Franklin & Marshall College   1989 — 1993
BA, Business

Kristin Nickerson Kristin Nickerson Greater Boston Area Details
Kristin Nickerson's Merrill Lynch Experience June 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2014 - Present
Citizens Bank  September 2009 - June 2014
Bank of America  June 2004 - April 2009
Bank of America  June 2002 - June 2004
Investor's Bank & Trust   January 2000 - June 2002
Greater Lynn Mental Health Assoc.   May 1998 - January 2000

Skills
Portfolio Management, Investments, Banking, Credit, Strategic Financial..., Loans, Finance, Financial Services, Mutual Funds, Mortgage Lending, Commercial Banking, Insurance, Retail Banking, Wealth Management, Financial Advisory

Education
University of Massachusetts, Amherst   1992 — 1996
BA, Political Science, Economics, Sociology

Franklin Pierce College
MBA, Organizational Leadership

Jennifer Kish Jennifer Kish New York, New York Details
Jennifer Kish's Merrill Lynch Experience 2004 - 2006
Job Director of Marketing and Client Relations at 100 Mile Group, LLC
Industry Marketing and Advertising
Experience
100 Mile Group, LLC   May 2009 - Present
UBS Private Wealth Management  August 2006 - May 2009
Merrill Lynch   2004 - 2006
Morgan Stanley  1998 - 2004

Skills
Series 7, Series 63, Strategic Partnerships, Wealth Management, Strategic Planning, New Business Development

Education
Franklin & Marshall College   1990 — 1994
BA, Government and Spanish

Alexandra Noll Alexandra Noll Philadelphia, Pennsylvania Details
Alexandra Noll's Merrill Lynch Experience June 2008 - August 2008
Job Sourcing Operations Analyst
Industry Apparel & Fashion
Experience
Urban Outfitters  June 2014 - Present
RJ Reynolds  May 2013 - August 2013
Coca-Cola Refreshments  August 2009 - August 2012
Merrill Lynch   June 2008 - August 2008

Skills
Customer Insight, Customer Marketing, Consumer Products, Market Research, Shopper Marketing, Marketing, Competitive Analysis, Marketing Communications, Management, Sales, Retail, Integrated Marketing, Cross-functional Team..., Strategic Planning, Brand Management, Microsoft Excel, Social Media, Strategy, Microsoft Office

Education
Vanderbilt University - Owen Graduate School of Management   2012 — 2014
Master of Business Administration (MBA), Marketing and Operations

Franklin & Marshall College   2005 — 2009
Double Bachelor's degree, French Literature and Political Science

Université Paris Sorbonne (Paris IV)   2007 — 2008
Study towards BA, European History; French Literature

Angela Briceno Angela Briceno Fresno, California Area Details
Angela Briceno's Merrill Lynch Experience Medical Director AssistantFresno Surgery CenterJune 1994 - September 1998
Job Administrative Manager Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   Medical Director AssistantFresno Surgery CenterJune 1994 - September 1998

Education
Fresno City College   1989 — 1993
Certificate, Paralegal

Harold Hammerschmidt Harold Hammerschmidt Greater Denver Area Details
Harold Hammerschmidt's Merrill Lynch Experience 2000 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch   2000 - 2005

Education
Fort Hays State University   1964 — 1967
ba, French, history

Chad Leverone Chad Leverone Hyannis, Massachusetts Details
Chad Leverone's Merrill Lynch Experience April 2013 - Present
Job Registered Client Service Associate
Industry Financial Services
Experience
Merrill Lynch   April 2013 - Present
Morgan Stanley Wealth Management  September 2011 - March 2013
SunLovers Tanning of Needham   January 2006 - March 2013
TJX  April 2001 - April 2006

Skills
Finance, Leadership, Series 7, Customer Service

Education
Framingham State University

Todd Levine Todd Levine Washington D.C. Metro Area Details
Todd Levine's Merrill Lynch Experience 1996 - 2001
Job Vice President at Sandy Spring Bank
Industry Banking
Experience
Sandy Spring Bank  September 2006 - Present
Wells Fargo Government Finance   2004 - 2006
Smith Barney  2001 - 2004
Merrill Lynch   1996 - 2001

Skills
Commercial Lending, Consumer Lending, Investments, Real Estate, Merchant Services, Small Business Lending, Commercial Banking, Loans, Banking, Credit, Credit Analysis, Mortgage Lending, Loan Origination, Retail Banking, Mortgage Banking

Education
Towson University   1996 — 1998
Bachelor of Science (BS), Speech Communication and Rhetoric, Cum Laude

Bullis School   1989 — 1993

Frostburg State University

Shaun Peng Shaun Peng Miami, Florida Details
Shaun Peng's Merrill Lynch Experience March 2010 - May 2010
Job Lead Business Intelligence Analyst, Tableau Certified Professional
Industry Financial Services
Experience
World Fuel Services  August 2015 - Present
World Fuel Services  August 2014 - July 2015
World Fuel Services  December 2012 - August 2014
Lincoln Capital, LLC   July 2010 - August 2012
EarlyShares.com LLC   April 2012 - July 2012
Merrill Lynch   March 2010 - May 2010
Darwin Fenner Student Managed Fund  January 2010 - May 2010

Skills
Tableau, Tableau Server, Alteryx, ETL, Financial Modeling, Market Intelligence, Big Data, Sales Analysis, SQL, Oracle, Microsoft SQL Server, SAS, Toad, C#, Commercial Aviation, General Aviation, Database Design, SQL Tuning, ASP.NET, Data Mining, Investments, VBA, Bloomberg Terminal, Microsoft Excel, Equities, Portfolio Management, Electronic Trading, Entrepreneurship, Access, Google Analytics, API, ADO.NET, Series 7, Technology Start-up, Crowdfunding, Finance, Commodity

Education
Tulane University - A.B. Freeman School of Business   2009 — 2010
Master, Finance, 3.86

Fudan University   2005 — 2009
Bachelor of Science (B.S.), Chemistry, Economics

Tom Serpico Tom Serpico Greater New York City Area Details
Tom Serpico's Merrill Lynch Experience October 1983 - November 1990
Job Sr. Project Mgr. AT&T
Industry Information Technology and Services
Experience
AT&T  November 1990 - Present
Merrill Lynch   October 1983 - November 1990
Point Pleasant Borough High School   September 1978 - June 1983

Education
Monmouth University   1991 — 1993
M.B.A., Finance

Franklin & Marshall College   1972 — 1976
BA, History

Stephen Shutz Stephen Shutz Baltimore, Maryland Area Details
Stephen Shutz's Merrill Lynch Experience April 1998 - April 2003
Job Portfolio Manager at Brown Advisory
Industry Financial Services
Experience
Brown Advisory  April 2010 - Present
Cavanaugh Capital Management, Inc.   2003 - 2010
Merrill Lynch   April 1998 - April 2003
Legg Mason  April 1996 - April 1998

Skills
Chartered Financial..., Fixed Income, Investments, Bloomberg

Education
Frostburg State University   1991 — 1995
Bachelor of Science (B.S.), Economics

Ian Mandly Ian Mandly Greater Boston Area Details
Ian Mandly's Merrill Lynch Experience Premier Banking Client ManagerBank of AmericaSeptember 2008 - March 2009
Job Investment Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   Premier Banking Client ManagerBank of AmericaSeptember 2008 - March 2009
Ameriprise Financial  May 2007 - May 2008

Education
Framingham State University   2002 — 2006
BS in BA, Business Administration

Erin Pan Erin Pan Greater New York City Area Details
Erin Pan's Merrill Lynch Experience June 2007 - September 2007
Job Manager at PwC Consulting
Industry Management Consulting
Experience
PwC Consulting  June 2015 - Present
PwC Consulting  July 2011 - Present
PwC Consulting  August 2009 - June 2011
Eco Vigor   September 2008 - July 2009
U.S. Chamber of Commerce   September 2007 - December 2007
Merrill Lynch   June 2007 - September 2007

Skills
Financial Modeling, Financial Analysis, Valuation, Risk Management, Financial Risk, Management Consulting, Internal Controls, Due Diligence, Corporate Finance, Strategy, Business Transformation, Mergers & Acquisitions

Education
Fudan University
Economic and Business Program

University of California, San Diego
Bachelor of Science, Management Science (Business and Economics)

Peggy Cappelletti Peggy Cappelletti Dallas/Fort Worth Area Details
Peggy Cappelletti's Merrill Lynch Experience November 2001 - December 2008
Job Senior Registered Client Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   January 2009 - Present
Merrill Lynch   November 2001 - December 2008
Morgan Stanley  October 1995 - October 2001

Education
Franciscan University of Steubenville   1971 — 1974
BS, Medical Technology

St John Central

Gil Kuta Gil Kuta Baltimore, Maryland Area Details
Gil Kuta's Merrill Lynch Experience 1983 - 1986
Job Senior Vice President of Investments
Industry Investment Management
Experience
Capitol Securities Management  August 2009 - Present
Ferris Baker Watts  1995 - 2009
Paine Webber  1990 - 1995
A.G. Edwards   1986 - 1990
Merrill Lynch   1983 - 1986

Skills
Customer Relations, Investments, Insurance, Retirement Planning, Financial Planning, Estate Planning, Marketing Communications, Writing, Strategic Planning, Investment Strategies, Strategic Financial..., Mutual Funds, Wealth Management, Series 63, Securities, Asset Management, Retirement, Series 7, Investment Advisory

Education
Frostburg State University   1980 — 1982
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance

Kristofer Dowdell Kristofer Dowdell Washington D.C. Metro Area Details
Kristofer Dowdell's Merrill Lynch Experience September 2009 - August 2011
Job News Production Specialist at the Associated Press
Industry Media Production
Experience
Associated Press  June 2015 - Present
C-SPAN  July 2013 - June 2015
Center for American Progress  June 2012 - August 2012
Merrill Lynch   September 2009 - August 2011
Prince George's Community College  February 2011 - May 2011

Skills
Final Cut Pro, Videography, Video Editing, TV News Production, Live Video Streaming, Field Production, Audio Engineering, Sound Mixing, Canon DSLR, Adobe Photoshop, Adobe Premiere Pro, Adobe After Effects, Adobe Audition, Adobe InDesign, Adobe Photoshop..., Episode Pro, Apple Compressor, Zope, Filezilla, FTP software, Vimeo, YouTube, Facebook, Twitter, Tumblr, Microsoft Office, iWork, Apple Macintosh, Windows, Multimedia, Video Production, Video, Editing, InDesign, After Effects

Education
Frostburg State University   2011 — 2013
Bachelor of Science, Mass Communication - Audio/Video Production

Thammasat University   2012 — 2012
BBA School of Business - Marketing

Prince George's Community College   2008 — 2010
Associate of Arts, General Studies

Priscilla Savage Priscilla Savage Sarasota, Florida Area Details
Priscilla Savage's Merrill Lynch Experience April 1991 - August 2007
Job Admin. Asst.
Industry Internet
Experience
Sarasota in Defense of Animals   January 2012 - Present
Merrill Lynch   April 1991 - August 2007

Education
Fort Lewis College   1981 — 1983

Lawrence High School

Alexander Tzenov Alexander Tzenov Colorado Springs, Colorado Area Details
Alexander Tzenov's Merrill Lynch Experience 1997 - 1997
Job President at Tzenov Investment Mgmt LLC
Industry Investment Management
Experience
Tzenov Investment Mgmt LLC   2003 - Present
ERA Herman Group  2010 - 2011
Thompson Reuters  2004 - 2005
Bloom Securieis   1998 - 2003
Chicago Stock Exchange  1998 - 1998
Merrill Lynch   1997 - 1997

Skills
Investments, Asset Management, Strategic Planning, Retirement Planning, Investment Advisory, Wealth Management, Investment Strategies, Asset Allocation, Strategic Financial..., Portfolio Management, Retirement, Mutual Funds, Wealth, Investment Management, Alternative Investments, Financial Advisory, Series 7, Securities, Equities, High Net Worth..., Wealth Accumulation, ETFs, Bonds, Money Management, Hedge Funds, Private Equity, Series 63, Asset, Risk Management, Venture Capital, Business Planning, Estate Planning

Education
Fort Lewis College   1990 — 1996
Bachelor of Arts (B.A.), Business/Finance

Libertyille High School   1986 — 1990

Joseph Gambino Joseph Gambino Greater New York City Area Details
Joseph Gambino's Merrill Lynch Experience 2005 - 2009
Job Director at Sterne Agee
Industry Financial Services
Experience
Sterne Agee  January 2011 - Present
FSI Capital  January 2009 - September 2010
Merrill Lynch   2005 - 2009
Cadwalader, Wickersham & Taft LLP   May 2001 - March 2005
Brown & Wood LLP  August 1999 - May 2001

Skills
Fixed Income, Securities, Investment Advisory, Hedge Funds, Equities, Alternative Investments, Capital Markets, Series 7, Private Equity, Investment Banking, Derivatives, Wealth Management, Investment Strategies, Credit Derivatives, Structured Products, Trading, Structured Finance

Education
Fordham Law School   1995 — 1999
JD, Law

Marist College   1989 — 1993
BA, Political Science

Morrin Bench Morrin Bench Annapolis, Maryland Details
Morrin Bench's Merrill Lynch Experience September 1989 - January 1997
Job Investment Consultant
Industry Financial Services
Experience
Morgan Stanley Wealth Management  April 2013 - February 2014
Caregiver  2005 - 2012
Trustwave  2002 - 2004
iJET International  2000 - 2001
Trustwave  November 1997 - 1999
Merrill Lynch   September 1989 - January 1997
Fiserv (LeMans Group)   1987 - 1988

Skills
Investment Strategies, Asset Allocation, Asset Management, Equities, Fixed Income, Alternative Investments, Mutual Funds, Retirement Planning, Business Development, Investment Management, Portfolio Optimization, Relationship Development

Education
Franklin & Marshall College   1980 — 1984
B.S., Government

York Suburban High School
College Preparatory

Fredericka Conner Fredericka Conner Hackensack, New Jersey Details
Fredericka Conner's Merrill Lynch Experience
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  

Skills
Series 7

Education
Francis Marion University   1993 — 1997
BBA, Finance

North Carolina A&T State University   1992 — 1993

Travis Moss Travis Moss Jacksonville, Florida Area Details
Travis Moss's Merrill Lynch Experience December 2012 - August 2013
Job Marketing/Customer Service Professional
Industry Marketing and Advertising
Experience
Merrill Lynch   December 2012 - August 2013
Convergys  April 2012 - December 2012
Cash America International  January 2009 - December 2011
Accessduval.com   September 2009 - January 2011
BroadBased Communications, Inc.   May 2009 - September 2009
United Stationers  February 2005 - May 2008
The Athlete's Foot  May 2004 - August 2004
Convergys  January 2001 - August 2001

Skills
Marketing, Social Media Marketing, Adobe Creative Suite, Marketing Strategy, Strategic Planning, Excellent Written and..., Experience with Social..., Knowledge of Market..., Sales, Microsoft Office, Campaign Execution, Social Branding, Social Communication, Cultural Marketing, Event Coverage, Cash Handling, Answering Phones, Clerical Duties, Cashiering, Phone Etiquette, Social Networking..., Office Equipment, Photocopier, Digital Cameras, Social Media, Customer Service, Administrative..., Marketing Research, Budgets, Retail, Call Centers, Telephone Skills, Online Social Networking

Education
University of North Florida - College of Business Administration   2005 — 2007
Bachelor of Business Administration, Marketing

Troy University   2003 — 2004
Graphic Design

Fort Scott Community College   2001 — 2002
Associate of Science, General Studies

Myles Spatz Myles Spatz Charlotte, North Carolina Details
Myles Spatz's Merrill Lynch Experience June 2004 - May 2006
Job Client Service Representative at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  January 2013 - Present
UBS  January 2010 - December 2012
UBS  May 2006 - January 2010
Merrill Lynch   June 2004 - May 2006
AmeriCorps, Literacy Volunteers   September 2002 - August 2003

Skills
Options, Collateral Management, Equities, Derivatives, Securities, Equity Derivatives, Business Analysis

Education
American University of Rome   2003 — 2003
International Business, Intensive Italian

University of Maryland - Robert H. Smith School of Business   1999 — 2002
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Frostburg State University   1998 — 1999
General Studies

Ginny Fennelly Ginny Fennelly Littleton, Colorado Details
Ginny Fennelly's Merrill Lynch Experience 1996 - 2010
Job Customer Service Expert, Financial Services Professional, Administrative, Call Center
Industry Financial Services
Experience
DHS FEMA  January 2012 - May 2012
Merrill Lynch   1996 - 2010

Skills
Mutual Funds, Insurance, Project Management, Microsoft Office, Process Improvement, Microsoft Excel, Call Centers, Banking, Customer Service, Call Center

Education
Fort Lewis College   1976 — 1978
Accounting, Business Admin

Kristin Blomquist Kristin Blomquist New York, New York Details
Kristin Blomquist's Merrill Lynch Experience July 2004 - March 2008
Job Dean's Fellow at the Leitner Center for International Law and Justice
Industry Higher Education
Experience
Fordham Law School  September 2012 - June 2013
Virtue Foundation   January 2012 - May 2012
Legal Resources Centre  May 2011 - August 2011
Institute for Justice and Democracy in Haiti  December 2010 - January 2011
Slum Aid Project   June 2010 - July 2010
Merrill Lynch   July 2004 - March 2008

Skills
Legal Writing, Legal Research, International Law, Courts, Administrative Law, Human Rights, Westlaw, Legal Issues

Education
Fordham University School of Law   2009 — 2012
Doctor of Law (JD)

SUNY Albany   2000 — 2004
BS, Business Administration and Management, General

Hunter Rock Hunter Rock New York, New York Details
Hunter Rock's Merrill Lynch Experience July 2014 - Present
Job
Industry Financial Services
Experience
Merrill Lynch   July 2014 - Present
The Meltzer Group  November 2010 - June 2014
Guess?  July 2008 - March 2009

Skills
Insurance, Retirement Planning, Investments, Retirement, 401k, Mutual Funds, Capital Markets, Pensions, Investment Advisory, Financial Analysis, Series 7, Asset Management, Sales, Microsoft Excel, Financial Modeling

Education
Franklin & Marshall College   2004 — 2008
Bachelor's degree, Business

Bay Shore High School   2000 — 2004

William O'Meara William O'Meara Chicago, Illinois Details
William O'Meara's Merrill Lynch Experience 1992 - 2001
Job Research & Analytics at Epitome Group
Industry Market Research
Experience
Epitome Group   2013 - April 2014
Northern Trust Corporation  2001 - 2012
Merrill Lynch   1992 - 2001

Education
Franklin & Marshall College   1988 — 1992
Bachelor's degree, Sociology

steve wine steve wine Wichita, Kansas Details
steve wine's Merrill Lynch Experience 2012 - 2014
Job Service Advisor at McGavock Nissan
Industry Automotive
Experience
McGavock Nissan  Financial AdvisorMerrill Lynch2012 - 2014
Merrill Lynch   2012 - 2014
Merrill Lynch   2012 - 2014
Merrill Lynch   2012 - 2014
Merrill Lynch   2012 - 2014
J. Enterprises Inc.   1992 - 2010
J. Enterprises Inc.   1992 - 2010
J. Enterprises Inc.   1992 - 2010

Education
Friends University
Bachelor's degree, Business Administration and Management, General

Similar Companies