Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
James M. Harris, III James M. Harris, III's Merrill Lynch Experience 2004 - 2014
Job Financial Advisor at Wells Fargo Advisors, LLC, Senior Vice President Investments
Industry Financial Services
Experience
The Harris Financial Strategies Group of Wells Fargo Advisors, LLC September 2014 - Present
Merrill Lynch 2004 - 2014
Morgan Keegan 2001 - 2004
IJL Wachovia 1990 - 2001
Skills
Trust and Estate..., Philanthropic Advisory, Private Company Advisory, Family Wealth..., Next Generation..., Insurance Advisory, Concentrated Holdings..., Retirement, Financial Advisory, Finance
Education
Georgia Southern University 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Banking
The Harris Financial Strategies Group of Wells Fargo Advisors, LLC September 2014 - Present
Merrill Lynch 2004 - 2014
Morgan Keegan 2001 - 2004
IJL Wachovia 1990 - 2001
Skills
Trust and Estate..., Philanthropic Advisory, Private Company Advisory, Family Wealth..., Next Generation..., Insurance Advisory, Concentrated Holdings..., Retirement, Financial Advisory, Finance
Education
Georgia Southern University 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Banking
Barmal Gran's Merrill Lynch Experience 2007 - 2009
Job Digital Media Sales & Marketing Consultant
Industry International Trade and Development
Experience
YP 2014 - Present
AID CORP September 2009 - Present
Merrill Lynch 2007 - 2009
Carzino Mortgage Banking Group 2005 - 2007
Bank of America 2003 - 2005
E*TRADE Financial 1999 - 2003
Skills
Business Development, Digital Media, Digital Marketing, SEM, Social Media Marketing, SEO, Google Adwords, Management Consulting, Strategic Planning, Business Strategy, Investments, Marketing, Program Management, Business Planning, Sales, New Business Development, Team Leadership, Finance, Coaching, Training, CRM, Project Management, Project Planning, Portfolio Management, Public Speaking, Financial Services, Customer Service, Customer Relations, Entrepreneurship, Banking, Small Business, Consulting, Manage Client..., Asset Management, Mentoring
Education
Georgia State University 1990 — 1993
Bachelor of, Law and Society
YP 2014 - Present
AID CORP September 2009 - Present
Merrill Lynch 2007 - 2009
Carzino Mortgage Banking Group 2005 - 2007
Bank of America 2003 - 2005
E*TRADE Financial 1999 - 2003
Skills
Business Development, Digital Media, Digital Marketing, SEM, Social Media Marketing, SEO, Google Adwords, Management Consulting, Strategic Planning, Business Strategy, Investments, Marketing, Program Management, Business Planning, Sales, New Business Development, Team Leadership, Finance, Coaching, Training, CRM, Project Management, Project Planning, Portfolio Management, Public Speaking, Financial Services, Customer Service, Customer Relations, Entrepreneurship, Banking, Small Business, Consulting, Manage Client..., Asset Management, Mentoring
Education
Georgia State University 1990 — 1993
Bachelor of, Law and Society
Philip Nelson Philip Nelson's Merrill Lynch Experience June 2011 - January 2014
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Merrill Lynch June 2011 - January 2014
Self Employed July 2009 - June 2011
HSN January 2005 - July 2009
CVS Caremark Corporation August 2004 - January 2005
Eckerd November 1978 - August 2004
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement, Equities, Securities, Fixed Income, Investment Strategies, Alternative Investments, Uniform Combined State..., Fixed Annuities, 401k, Bonds, IRAs, Insurance, 401k Rollovers, Life Insurance, Financial Advisory, Finance, Financial Services, Wealth, Asset Management, Estate Planning, Convertible Arbitrage, Investment Management, Municipal Bonds, Risk Assessment, Risk Management, Stocks, Financial Planning
Education
Georgia State University 1981 — 1983
Bachelor of Business Administration (BBA), Marketing and Economics, 4.0 GPA
Clayton State University 1979 — 1981
Associate of Arts (AA), Business Administration and Management, General
Ameriprise Financial Services, Inc. January 2014 - Present
Merrill Lynch June 2011 - January 2014
Self Employed July 2009 - June 2011
HSN January 2005 - July 2009
CVS Caremark Corporation August 2004 - January 2005
Eckerd November 1978 - August 2004
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement, Equities, Securities, Fixed Income, Investment Strategies, Alternative Investments, Uniform Combined State..., Fixed Annuities, 401k, Bonds, IRAs, Insurance, 401k Rollovers, Life Insurance, Financial Advisory, Finance, Financial Services, Wealth, Asset Management, Estate Planning, Convertible Arbitrage, Investment Management, Municipal Bonds, Risk Assessment, Risk Management, Stocks, Financial Planning
Education
Georgia State University 1981 — 1983
Bachelor of Business Administration (BBA), Marketing and Economics, 4.0 GPA
Clayton State University 1979 — 1981
Associate of Arts (AA), Business Administration and Management, General
Zhengbang Liu Zhengbang Liu's Merrill Lynch Experience October 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
E*TRADE Financial May 2014 - October 2014
Apple August 2010 - June 2013
Merrill Lynch June 2012 - August 2012
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2013
Bachelor's Degree, Finance
Merrill Lynch October 2014 - Present
E*TRADE Financial May 2014 - October 2014
Apple August 2010 - June 2013
Merrill Lynch June 2012 - August 2012
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2013
Bachelor's Degree, Finance
Amy Branch Repella Amy Branch Repella's Merrill Lynch Experience 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2012 - Present
Telfair Museums 2009 - 2012
Skills
Strategic Planning, Nonprofits, Fundraising, Investments
Education
Georgia Southern University
Bachelor of Science (B.S.), Communications and Journalism
Merrill Lynch 2012 - Present
Telfair Museums 2009 - 2012
Skills
Strategic Planning, Nonprofits, Fundraising, Investments
Education
Georgia Southern University
Bachelor of Science (B.S.), Communications and Journalism
Johnny Martin Johnny Martin's Merrill Lynch Experience January 2006 - August 2009
Job Retail Banker at Synovus | Athens First Bank & Trust
Industry Banking
Experience
Synovus Athens First Bank & Trust April 2015 - Present
Synovus Sea Island Bank June 2010 - April 2015
Merrill Lynch January 2006 - August 2009
Skills
Retail Banking, Customer Service, Banking, Marketing, Microsoft Office, Loans, Leadership, Finance, Sales, Management, Financial Analysis, Public Speaking, Team Building, Financial Reporting, Loan Origination, Underwriting, Time Management, Relationship Management, Social Media
Education
Georgia Southern University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Synovus Athens First Bank & Trust April 2015 - Present
Synovus Sea Island Bank June 2010 - April 2015
Merrill Lynch January 2006 - August 2009
Skills
Retail Banking, Customer Service, Banking, Marketing, Microsoft Office, Loans, Leadership, Finance, Sales, Management, Financial Analysis, Public Speaking, Team Building, Financial Reporting, Loan Origination, Underwriting, Time Management, Relationship Management, Social Media
Education
Georgia Southern University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Ron Grimes Ron Grimes's Merrill Lynch Experience 1998 - 2000
Job Senior Compliance Officer at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust March 2014 - Present
Bank of America November 2013 - March 2014
Bank of America October 2010 - November 2013
Bank of America February 2005 - October 2010
Edward Jones 2003 - 2004
Trust Company of the South 2001 - 2003
Merrill Lynch 1998 - 2000
Wachovia Bank 1995 - 1998
Skills
Mutual Funds, Investments, Asset Management, Credit, AML, Securities, Wealth Management, Risk Management, Banking, Portfolio Management, Asset Allocation
Education
Georgia Southern University - College of Business Administration
Bachelor's Degree, Finance, General
Georgia Southern University
Bachelor's Degree, History
Statesboro High School
Atlantic Trust March 2014 - Present
Bank of America November 2013 - March 2014
Bank of America October 2010 - November 2013
Bank of America February 2005 - October 2010
Edward Jones 2003 - 2004
Trust Company of the South 2001 - 2003
Merrill Lynch 1998 - 2000
Wachovia Bank 1995 - 1998
Skills
Mutual Funds, Investments, Asset Management, Credit, AML, Securities, Wealth Management, Risk Management, Banking, Portfolio Management, Asset Allocation
Education
Georgia Southern University - College of Business Administration
Bachelor's Degree, Finance, General
Georgia Southern University
Bachelor's Degree, History
Statesboro High School
Maria Angelova's Merrill Lynch Experience December 2008 - February 2009
Job Regional Finance Director
Industry Financial Services
Experience
AIG Independent DistributorYoung Living Essential OilsMay 2014 - Present
Pilates Of Dunwoody July 2013 - Present
AIG January 2013 - Present
Cbeyond February 2009 - October 2010
Merrill Lynch December 2008 - February 2009
Merrill Lynch June 2006 - December 2008
BellSouth Long Distance October 2004 - June 2006
BellSouth Long Distance January 2002 - September 2004
Ptek Holdings, Inc. June 2001 - January 2002
Ptek Holdings, Inc. May 2000 - May 2001
Skills
Business Analysis, Financial Analysis, Vendor Management, Financial Modeling, Process Improvement, Project Management, Analysis, Financial Reporting, Testing, Business Intelligence, Cross-functional Team..., Finance, Budgets, Strategic Financial..., Team Leadership, Data Analysis, Business Process, Leadership, Business Planning, Telecommunications, Managerial Finance, Business Process..., Forecasting, Corporate Finance, Program Management, Strategy, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2003
MBA, Finance
University of Georgia - Terry College of Business 1995 — 1998
BBA, Finance
Clarke Central High School 1992 — 1995
Diploma
AIG Independent DistributorYoung Living Essential OilsMay 2014 - Present
Pilates Of Dunwoody July 2013 - Present
AIG January 2013 - Present
Cbeyond February 2009 - October 2010
Merrill Lynch December 2008 - February 2009
Merrill Lynch June 2006 - December 2008
BellSouth Long Distance October 2004 - June 2006
BellSouth Long Distance January 2002 - September 2004
Ptek Holdings, Inc. June 2001 - January 2002
Ptek Holdings, Inc. May 2000 - May 2001
Skills
Business Analysis, Financial Analysis, Vendor Management, Financial Modeling, Process Improvement, Project Management, Analysis, Financial Reporting, Testing, Business Intelligence, Cross-functional Team..., Finance, Budgets, Strategic Financial..., Team Leadership, Data Analysis, Business Process, Leadership, Business Planning, Telecommunications, Managerial Finance, Business Process..., Forecasting, Corporate Finance, Program Management, Strategy, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2003
MBA, Finance
University of Georgia - Terry College of Business 1995 — 1998
BBA, Finance
Clarke Central High School 1992 — 1995
Diploma
Matthew Murdoch's Merrill Lynch Experience May 2006 - August 2006
Job Managing Partner at Murdoch Oil Field Services
Industry Oil & Energy
Experience
D&M Equipment July 2014 - Present
Murdoch Oil Field Services May 2014 - Present
Deloitte Consulting June 2011 - July 2014
Wipro Technologies May 2009 - June 2011
Mazzone & Associates December 2008 - May 2009
oXYGen Financial Inc August 2008 - December 2008
Merrill Lynch May 2006 - August 2006
Skills
ERP, Business Analysis, Business Process, JD Edwards, Financial Modeling, Finance, Corporate Finance, Oracle E-Business Suite, Accounting, ERP Implementations, Business Process Design, Cost Accounting, Project Management, Mergers & Acquisitions, Financial Analysis, Budgets, EDI, Management Consulting, Supply Chain Management, Job Costing, Billing Systems, Accounts Payable, Business Valuation, Business Strategy, Accounts Receivable, General Ledger, Valuation, Visio, JDE Enterprise One, DCF Valuation, NPV, IFRS, Fixed Assets, Capital Assets, Oracle, Consolidation, Mergers, Contract Billing, Service Billing, Oil & Gas, Transportation..., Tanker Operations, Crude, Propane, Materials Management, Logistics
Education
Georgia State University 2004 — 2009
BBA, Finance
D&M Equipment July 2014 - Present
Murdoch Oil Field Services May 2014 - Present
Deloitte Consulting June 2011 - July 2014
Wipro Technologies May 2009 - June 2011
Mazzone & Associates December 2008 - May 2009
oXYGen Financial Inc August 2008 - December 2008
Merrill Lynch May 2006 - August 2006
Skills
ERP, Business Analysis, Business Process, JD Edwards, Financial Modeling, Finance, Corporate Finance, Oracle E-Business Suite, Accounting, ERP Implementations, Business Process Design, Cost Accounting, Project Management, Mergers & Acquisitions, Financial Analysis, Budgets, EDI, Management Consulting, Supply Chain Management, Job Costing, Billing Systems, Accounts Payable, Business Valuation, Business Strategy, Accounts Receivable, General Ledger, Valuation, Visio, JDE Enterprise One, DCF Valuation, NPV, IFRS, Fixed Assets, Capital Assets, Oracle, Consolidation, Mergers, Contract Billing, Service Billing, Oil & Gas, Transportation..., Tanker Operations, Crude, Propane, Materials Management, Logistics
Education
Georgia State University 2004 — 2009
BBA, Finance
Temitope Elliott, MBA, MSc, PMP's Merrill Lynch Experience June 1998 - June 2001
Job Programme Manager, Strategy and Change, GOI at BP
Industry Oil & Energy
Experience
BP June 2013 - Present
British Petroleum April 2011 - Present
JPMorgan Chase June 2006 - April 2011
MetLife January 2002 - January 2006
Merrill Lynch June 1998 - June 2001
Education
Texas A&M University-Commerce 2012 — 2013
Master of Business Administration (M.B.A.)
Georgia State University 2001 — 2003
MSc, Computer Information Systems
University of Denver 1994 — 1998
Bachelor of Science (BSc), Finance, General
BP June 2013 - Present
British Petroleum April 2011 - Present
JPMorgan Chase June 2006 - April 2011
MetLife January 2002 - January 2006
Merrill Lynch June 1998 - June 2001
Education
Texas A&M University-Commerce 2012 — 2013
Master of Business Administration (M.B.A.)
Georgia State University 2001 — 2003
MSc, Computer Information Systems
University of Denver 1994 — 1998
Bachelor of Science (BSc), Finance, General
Steven L Brenner Steven L Brenner's Merrill Lynch Experience June 1998 - April 2009
Job Investments Consultant
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Rad Sales Solutions February 2014 - February 2015
Ameriprise Financial Services, Inc. April 2009 - February 2014
Merrill Lynch June 1998 - April 2009
Skills
Finance, Retirement Planning, Financial Planning, Leadership, Insurance, Management, Wealth Management, Portfolio Management, Series 7, Investments
Education
Georgia State University
Fidelity Investments March 2015 - Present
Rad Sales Solutions February 2014 - February 2015
Ameriprise Financial Services, Inc. April 2009 - February 2014
Merrill Lynch June 1998 - April 2009
Skills
Finance, Retirement Planning, Financial Planning, Leadership, Insurance, Management, Wealth Management, Portfolio Management, Series 7, Investments
Education
Georgia State University
Matthew S. Stone Matthew S. Stone's Merrill Lynch Experience December 2014 - June 2015
Job
Industry Financial Services
Experience
Online Trading Academy August 2015 - Present
Merrill Lynch December 2014 - June 2015
Bank of America October 2010 - October 2014
Lawn and Mullinix Mortgage June 2009 - January 2010
Paramount Lending August 2008 - February 2009
Wyndham Capital Mortgage August 2004 - August 2008
Wyndham Capital Mortgage March 2005 - August 2006
Skills
Advertising, Banking, CRM, Contract Negotiation, Credit, FHA, Underwriting, Strategic Planning, Sellers, Sales Management, Sales, Leadership, Lead Generation, First Time Home Buyers, Investment Properties, Loan Origination, Loan Servicing, Loans, Management, Mortgage Banking, Mortgage Lending
Education
Georgia Southern University - College of Business Administration 1998 — 2003
Finance, Real Estate
Online Trading Academy August 2015 - Present
Merrill Lynch December 2014 - June 2015
Bank of America October 2010 - October 2014
Lawn and Mullinix Mortgage June 2009 - January 2010
Paramount Lending August 2008 - February 2009
Wyndham Capital Mortgage August 2004 - August 2008
Wyndham Capital Mortgage March 2005 - August 2006
Skills
Advertising, Banking, CRM, Contract Negotiation, Credit, FHA, Underwriting, Strategic Planning, Sellers, Sales Management, Sales, Leadership, Lead Generation, First Time Home Buyers, Investment Properties, Loan Origination, Loan Servicing, Loans, Management, Mortgage Banking, Mortgage Lending
Education
Georgia Southern University - College of Business Administration 1998 — 2003
Finance, Real Estate
Stephenie White Stephenie White's Merrill Lynch Experience January 2013 - Present
Job SpecialistSecurities at Bank of America
Industry Banking
Experience
Merrill Lynch January 2013 - Present
Sequel US January 2010 - January 2012
Kumon Math and Reading Center January 2006 - January 2007
Skills
Analytical and advance..., Excellent communication..., Computer proficiency in..., Typing: 45GWAM, Understand and follow..., Data Entry, Banking
Education
Georgia State University 2009 — 2012
Bachelor of Science (B.S.), Mathematics
Georgia State University 2009 — 2012
bs, Mathematics
Northgate High School 2005 — 2008
Diploma
Merrill Lynch January 2013 - Present
Sequel US January 2010 - January 2012
Kumon Math and Reading Center January 2006 - January 2007
Skills
Analytical and advance..., Excellent communication..., Computer proficiency in..., Typing: 45GWAM, Understand and follow..., Data Entry, Banking
Education
Georgia State University 2009 — 2012
Bachelor of Science (B.S.), Mathematics
Georgia State University 2009 — 2012
bs, Mathematics
Northgate High School 2005 — 2008
Diploma
Amber Crow Amber Crow's Merrill Lynch Experience September 2008 - January 2009
Job Senior Corporate Accountant
Industry Accounting
Experience
Strategic Link Consulting November 2012 - Present
Kabbage, Inc January 2015 - June 2015
Dr. Ralph Peeler MD April 2011 - January 2013
Compassionate Care Hospice May 2010 - April 2011
Best Buy March 2006 - August 2009
Merrill Lynch September 2008 - January 2009
Skills
Accounts Receivable, QuickBooks, Accounts Payable, Payroll, Data Entry, Office Management, Microsoft Excel, Bookkeeping, Medical Billing, Microsoft Word, Accounting, Customer Service, Invoicing, Microsoft Office, Outlook, PowerPoint, Account Reconciliation, Spreadsheets, 10 Key, Healthcare, Administrative..., General Ledger, Office Administration, Retail, Expenses, Bank Reconciliation, Financial Statements, Mas 90, Journal Entries, Analysis, Time Management, Management, Leadership, Forecasting, Finance, Auditing, Financial Analysis, Team Building, Strategic Planning, Fixed Assets, Budgets, Financial Reporting
Education
Georgia State University 2008 — 2012
Bachelor's degree, Accounting
Strategic Link Consulting November 2012 - Present
Kabbage, Inc January 2015 - June 2015
Dr. Ralph Peeler MD April 2011 - January 2013
Compassionate Care Hospice May 2010 - April 2011
Best Buy March 2006 - August 2009
Merrill Lynch September 2008 - January 2009
Skills
Accounts Receivable, QuickBooks, Accounts Payable, Payroll, Data Entry, Office Management, Microsoft Excel, Bookkeeping, Medical Billing, Microsoft Word, Accounting, Customer Service, Invoicing, Microsoft Office, Outlook, PowerPoint, Account Reconciliation, Spreadsheets, 10 Key, Healthcare, Administrative..., General Ledger, Office Administration, Retail, Expenses, Bank Reconciliation, Financial Statements, Mas 90, Journal Entries, Analysis, Time Management, Management, Leadership, Forecasting, Finance, Auditing, Financial Analysis, Team Building, Strategic Planning, Fixed Assets, Budgets, Financial Reporting
Education
Georgia State University 2008 — 2012
Bachelor's degree, Accounting
Ryan Corbin Ryan Corbin's Merrill Lynch Experience May 2007 - January 2009
Job Georgia State College of Law
Industry Law Practice
Experience
Savell & Williams May 2014 - Present
Investor Advocacy Clinic August 2014 - Present
Cobb County Superior Court July 2014 - August 2014
City of Lawrenceville Gas Department July 2009 - July 2012
Merrill Lynch May 2007 - January 2009
Municipal Gas Authority of Georgia May 2006 - January 2007
Atlanta Junior Golf Association May 2006 - August 2006
Skills
Legal Writing, Public Speaking, Research
Education
Georgia State University 2012 — 2015
Juris Doctorate
The University of Georgia 2005 — 2009
Bachelor of Business Administration (B.B.A.), Banking and Finance
Savell & Williams May 2014 - Present
Investor Advocacy Clinic August 2014 - Present
Cobb County Superior Court July 2014 - August 2014
City of Lawrenceville Gas Department July 2009 - July 2012
Merrill Lynch May 2007 - January 2009
Municipal Gas Authority of Georgia May 2006 - January 2007
Atlanta Junior Golf Association May 2006 - August 2006
Skills
Legal Writing, Public Speaking, Research
Education
Georgia State University 2012 — 2015
Juris Doctorate
The University of Georgia 2005 — 2009
Bachelor of Business Administration (B.B.A.), Banking and Finance
Peter Theise ☁ Peter Theise ☁'s Merrill Lynch Experience January 1999 - January 2000
Job Senior Client Relationship Manager at CenturyLink Technology Solutions
Industry Information Technology and Services
Experience
CenturyLink Technology Solutions November 2014 - Present
Pyramid Consulting July 2014 - October 2014
Abacus Solutions January 2013 - January 2014
Arrow Electronics July 2010 - January 2013
CareerBuilder.com July 2009 - July 2010
CareerBuilder.com November 2007 - July 2009
T-Mobile January 2000 - January 2004
Robert W. Baird & Co. 2001 - 2004
Merrill Lynch January 1999 - January 2000
Skills
Cloud Computing, Data Center, Sales, Managed Services, Sales Operations, AIX, Disaster Recovery, Professional Services, Solution Selling, Salesforce.com, Account Management, SaaS, IBM iSeries, IBM Certified, Business Continuity, PaaS, Power Systems, IT Solutions, AS400 system, Technical Recruiting, Cloud Consulting, IaaS, Hardware Virtualization, Contract Recruitment, IBM Certified Sales..., OS/400, Managed Hosting, System i, CRM, Enterprise Software
Education
Georgia State University 2001 — 2004
Bachelor of Science (BS)
Georgia Southern University - College of Business Administration 1998 — 2001
Woodward Academy Preparatory School College 1995 — 1998
CenturyLink Technology Solutions November 2014 - Present
Pyramid Consulting July 2014 - October 2014
Abacus Solutions January 2013 - January 2014
Arrow Electronics July 2010 - January 2013
CareerBuilder.com July 2009 - July 2010
CareerBuilder.com November 2007 - July 2009
T-Mobile January 2000 - January 2004
Robert W. Baird & Co. 2001 - 2004
Merrill Lynch January 1999 - January 2000
Skills
Cloud Computing, Data Center, Sales, Managed Services, Sales Operations, AIX, Disaster Recovery, Professional Services, Solution Selling, Salesforce.com, Account Management, SaaS, IBM iSeries, IBM Certified, Business Continuity, PaaS, Power Systems, IT Solutions, AS400 system, Technical Recruiting, Cloud Consulting, IaaS, Hardware Virtualization, Contract Recruitment, IBM Certified Sales..., OS/400, Managed Hosting, System i, CRM, Enterprise Software
Education
Georgia State University 2001 — 2004
Bachelor of Science (BS)
Georgia Southern University - College of Business Administration 1998 — 2001
Woodward Academy Preparatory School College 1995 — 1998
Hugh Stephenson Hugh Stephenson's Merrill Lynch Experience June 1983 - April 1985
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS November 1996 - Present
Oppenheimer & Co. April 1985 - November 1996
Merrill Lynch June 1983 - April 1985
Skills
Investments, Asset Management, Wealth Management, Series 7, Alternative Investments, Portfolio Management, Strategic Planning, Equities, Asset Allocation, Fixed Income
Education
Georgia State University 1980 — 1983
MBA, Finance
Sewanee-The University of the South 1976 — 1980
BA, English
UBS November 1996 - Present
Oppenheimer & Co. April 1985 - November 1996
Merrill Lynch June 1983 - April 1985
Skills
Investments, Asset Management, Wealth Management, Series 7, Alternative Investments, Portfolio Management, Strategic Planning, Equities, Asset Allocation, Fixed Income
Education
Georgia State University 1980 — 1983
MBA, Finance
Sewanee-The University of the South 1976 — 1980
BA, English
Roy Lauren Pearson Roy Lauren Pearson's Merrill Lynch Experience October 2007 - January 2009
Job Administrative Manager at Lumina Group
Industry Financial Services
Experience
Lumina Group August 2012 - Present
PepsiCo March 2009 - May 2012
Merrill Lynch October 2007 - January 2009
Skills
Office Management, Interior Design, Interior Architecture, Spatial Analysis
Education
Georgia State University 1989 — 1994
Master of Architecture (M.Arch.), Architecture
The Oratory Prep School 1983 — 1987
Lumina Group August 2012 - Present
PepsiCo March 2009 - May 2012
Merrill Lynch October 2007 - January 2009
Skills
Office Management, Interior Design, Interior Architecture, Spatial Analysis
Education
Georgia State University 1989 — 1994
Master of Architecture (M.Arch.), Architecture
The Oratory Prep School 1983 — 1987
Tim Crawford Tim Crawford's Merrill Lynch Experience November 2010 - January 2012
Job Senior Banking Services Advisor at PNC
Industry Banking
Experience
PNC December 2013 - Present
Merrill Lynch, Bank of America January 2012 - December 2013
Merrill Lynch November 2010 - January 2012
Bank of America / Merrill Lynch January 2009 - November 2010
Bank of America May 2005 - December 2008
First Union August 2002 - May 2005
Skills
Series 7, Mortgage Lending, Commercial Banking, Series 63, Loans, Retirement Planning, Credit Analysis, Portfolio Management, Wealth Management, Banking, Investments, Cash Management, Retail Banking, Loan Origination, Investment Advisory, Estate Planning, Securities, Credit, Financial Advisory, Asset Managment, Series 24, Commercial Lending, Mutual Funds, Private Banking, Asset Management, Financial Services, Wealth Management..., Uniform Combined State..., Asset Allocation, Relationship Management, FINRA, Series 65, Equities, Series 6, Fixed Income
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
PNC December 2013 - Present
Merrill Lynch, Bank of America January 2012 - December 2013
Merrill Lynch November 2010 - January 2012
Bank of America / Merrill Lynch January 2009 - November 2010
Bank of America May 2005 - December 2008
First Union August 2002 - May 2005
Skills
Series 7, Mortgage Lending, Commercial Banking, Series 63, Loans, Retirement Planning, Credit Analysis, Portfolio Management, Wealth Management, Banking, Investments, Cash Management, Retail Banking, Loan Origination, Investment Advisory, Estate Planning, Securities, Credit, Financial Advisory, Asset Managment, Series 24, Commercial Lending, Mutual Funds, Private Banking, Asset Management, Financial Services, Wealth Management..., Uniform Combined State..., Asset Allocation, Relationship Management, FINRA, Series 65, Equities, Series 6, Fixed Income
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
Joey Dillard, MBA Joey Dillard, MBA's Merrill Lynch Experience December 2012 - June 2014
Job Healthcare Real Estate Advisor at Newmark Grubb Knight Frank
Industry Real Estate
Experience
Newmark Grubb Knight Frank June 2014 - Present
Merrill Lynch December 2012 - June 2014
TranscoFunding, LLC September 2009 - December 2012
Dillard Realty June 2002 - December 2012
MJA Properties, LLC January 2002 - December 2012
Skills
Investment Properties, Leases, Real Estate, Investors, Sales, Real Estate Transactions, Real Estate Financing, Real Estate Economics, Brokerage, Property Management, Business Development, Real Estate Development, Corporate Real Estate, Financial Analysis, Business Strategy, New Business Development, Appraisals, Building Relationships, Factoring, Corporate Finance, Financial Accounting, Strategic Financial..., Cold Calling, Insurance, Life Insurance, 401k, 401k Rollovers, Retirement Planning, Options Strategies, Stock Management, Bond Markets, High Yield Bonds, Cash Flow, Asset Based Lending, Cash Flow Lending, Real Estate Lending, Foreclosures, Series 7, Financial Markets, Structured Finance, Variable Annuities, Healthcare Industry, Healthcare Real Estate, Commercial Real Estate, Commercial Leasing, Hospitals, Medical Office, 1031 Exchanges, real estate valuation, Cap Rates
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
MBA, Finance, 3.7
University of Georgia - Terry College of Business 1997 — 2003
Bachelors Degree, Real Estate
Newmark Grubb Knight Frank June 2014 - Present
Merrill Lynch December 2012 - June 2014
TranscoFunding, LLC September 2009 - December 2012
Dillard Realty June 2002 - December 2012
MJA Properties, LLC January 2002 - December 2012
Skills
Investment Properties, Leases, Real Estate, Investors, Sales, Real Estate Transactions, Real Estate Financing, Real Estate Economics, Brokerage, Property Management, Business Development, Real Estate Development, Corporate Real Estate, Financial Analysis, Business Strategy, New Business Development, Appraisals, Building Relationships, Factoring, Corporate Finance, Financial Accounting, Strategic Financial..., Cold Calling, Insurance, Life Insurance, 401k, 401k Rollovers, Retirement Planning, Options Strategies, Stock Management, Bond Markets, High Yield Bonds, Cash Flow, Asset Based Lending, Cash Flow Lending, Real Estate Lending, Foreclosures, Series 7, Financial Markets, Structured Finance, Variable Annuities, Healthcare Industry, Healthcare Real Estate, Commercial Real Estate, Commercial Leasing, Hospitals, Medical Office, 1031 Exchanges, real estate valuation, Cap Rates
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
MBA, Finance, 3.7
University of Georgia - Terry College of Business 1997 — 2003
Bachelors Degree, Real Estate
Katie Peloquin Katie Peloquin's Merrill Lynch Experience June 2005 - March 2009
Job Litigation Support at D4 LLC
Industry Legal Services
Experience
D4 LLC March 2013 - Present
Deloitte April 2012 - March 2013
CSX Transportation July 2009 - March 2012
Merrill Lynch June 2005 - March 2009
Skills
Relativity Certified..., Software Documentation, Litigation Support, Operations Management, CRM, Document Review, Legal Writing, Process Improvement, Management, Civil Litigation, Westlaw, Litigation, Data Analysis, Analysis, Access, Document Management, Computer Forensics, Databases, Legal Assistance, Trials
Education
University of North Florida 2001 — 2004
Bachelor of Arts (B.A.), Economics
Georgia Southern University 1999 — 2001
Education
D4 LLC March 2013 - Present
Deloitte April 2012 - March 2013
CSX Transportation July 2009 - March 2012
Merrill Lynch June 2005 - March 2009
Skills
Relativity Certified..., Software Documentation, Litigation Support, Operations Management, CRM, Document Review, Legal Writing, Process Improvement, Management, Civil Litigation, Westlaw, Litigation, Data Analysis, Analysis, Access, Document Management, Computer Forensics, Databases, Legal Assistance, Trials
Education
University of North Florida 2001 — 2004
Bachelor of Arts (B.A.), Economics
Georgia Southern University 1999 — 2001
Education
Charles Holtzclaw Charles Holtzclaw's Merrill Lynch Experience February 2015 - Present
Job Operations Analyst at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch February 2015 - Present
Deutsche Bank May 2009 - January 2013
Deutsche Bank May 2009 - January 2013
Atlantech Distribution, Inc. February 2003 - August 2008
Atlantech Distribution, Inc February 2003 - August 2008
AT&T April 2000 - May 2002
Skills
Strategic Planning, Account Management, Market Analysis, Settlement, Securities Lending, Securities, Portfolio Management, Management
Education
University of North Florida
Finance/Corporate Track
Coggin College of Business
Georgia Southern University
Universiy of North Florida
BS, Finance
Merrill Lynch February 2015 - Present
Deutsche Bank May 2009 - January 2013
Deutsche Bank May 2009 - January 2013
Atlantech Distribution, Inc. February 2003 - August 2008
Atlantech Distribution, Inc February 2003 - August 2008
AT&T April 2000 - May 2002
Skills
Strategic Planning, Account Management, Market Analysis, Settlement, Securities Lending, Securities, Portfolio Management, Management
Education
University of North Florida
Finance/Corporate Track
Coggin College of Business
Georgia Southern University
Universiy of North Florida
BS, Finance
Gregory Katulka Gregory Katulka's Merrill Lynch Experience October 2010 - Present
Job First Vice President Wealth Management, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Wells Fargo Advisors August 2003 - October 2010
Morgan Stanley September 1997 - August 2003
Skills
Investment Advisory, Investment Strategies, Estate Planning, Retirement Planning, Retirement Plan..., Asset Management, Wealth Management..., Wealth Management, Investments, Comprehensive Wealth..., Insurance Planning, Financial Advisory, Series 63, Retirement, Finance, Leadership, Series 7, Securities
Education
Georgia State University
B.S., Education
Merrill Lynch October 2010 - Present
Wells Fargo Advisors August 2003 - October 2010
Morgan Stanley September 1997 - August 2003
Skills
Investment Advisory, Investment Strategies, Estate Planning, Retirement Planning, Retirement Plan..., Asset Management, Wealth Management..., Wealth Management, Investments, Comprehensive Wealth..., Insurance Planning, Financial Advisory, Series 63, Retirement, Finance, Leadership, Series 7, Securities
Education
Georgia State University
B.S., Education
Rodney J. Parivechio Rodney J. Parivechio's Merrill Lynch Experience April 2006 - March 2009
Job Financial Advisor with Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2012 - Present
NeoNet Securities May 2010 - December 2011
Merrill Lynch April 2006 - March 2009
Merrill Lynch January 2004 - February 2006
Merrill Lynch February 2000 - December 2003
Education
Georgia Southern University 1995 — 1999
BBA, Finance
Northwestern Mutual February 2012 - Present
NeoNet Securities May 2010 - December 2011
Merrill Lynch April 2006 - March 2009
Merrill Lynch January 2004 - February 2006
Merrill Lynch February 2000 - December 2003
Education
Georgia Southern University 1995 — 1999
BBA, Finance
Darin Stevens, CFP® Darin Stevens, CFP®'s Merrill Lynch Experience August 1999 - January 2001
Job OSJ Manager at Invest Financial
Industry Financial Services
Experience
Advisors Southeastern Alliance February 2009 - Present
Invest Financial February 2009 - Present
AIG Royal Alliance January 2001 - February 2009
Merrill Lynch August 1999 - January 2001
Skills
Series 24, Series 65, IRAs, Long-term Care, Financial Advisory, Mutual Funds, Retirement Planning, Fixed Annuities, Wealth Management, Securities, Series 7
Education
Georgia State University 1998 — 1999
BBA, Marketing
University of Georgia - Terry College of Business 1991 — 1998
Marketing/Economics
FINRA
Series 4, 7, 24, 51, 66
Advisors Southeastern Alliance February 2009 - Present
Invest Financial February 2009 - Present
AIG Royal Alliance January 2001 - February 2009
Merrill Lynch August 1999 - January 2001
Skills
Series 24, Series 65, IRAs, Long-term Care, Financial Advisory, Mutual Funds, Retirement Planning, Fixed Annuities, Wealth Management, Securities, Series 7
Education
Georgia State University 1998 — 1999
BBA, Marketing
University of Georgia - Terry College of Business 1991 — 1998
Marketing/Economics
FINRA
Series 4, 7, 24, 51, 66
David Hobbs's Merrill Lynch Experience February 1998 - December 1998
Job Commercial Banker
Industry Banking
Experience
SunTrust Bank September 2011 - Present
SunTrust Bank January 2007 - August 2011
RBC Bank January 2006 - December 2006
Wachovia Bank April 2004 - October 2005
Regions Bank August 2001 - March 2004
National Bank of Commerce (National Commerce Financial) June 2002 - December 2002
Grubb & Ellis Company (Newmark Grubb Knight Frank) January 2001 - October 2001
Morgan Stanley May 2000 - December 2000
Merrill Lynch February 1998 - December 1998
Education
Mercer University - Stetson School of Business and Economics
Master of Accountancy (M.Acc), Accounting
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (B.B.A.), Real Estate
SunTrust Bank September 2011 - Present
SunTrust Bank January 2007 - August 2011
RBC Bank January 2006 - December 2006
Wachovia Bank April 2004 - October 2005
Regions Bank August 2001 - March 2004
National Bank of Commerce (National Commerce Financial) June 2002 - December 2002
Grubb & Ellis Company (Newmark Grubb Knight Frank) January 2001 - October 2001
Morgan Stanley May 2000 - December 2000
Merrill Lynch February 1998 - December 1998
Education
Mercer University - Stetson School of Business and Economics
Master of Accountancy (M.Acc), Accounting
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (B.B.A.), Real Estate
Alexa Clark Alexa Clark's Merrill Lynch Experience August 2014 - February 2015
Job Account Executive at Victory Packaging
Industry Financial Services
Experience
Victory Packaging February 2015 - July 2015
Merrill Lynch August 2014 - February 2015
Merrill Lynch June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Project Management, Leadership, Strategic Planning, Public Speaking, Microsoft Excel, Sales, Microsoft Word, PowerPoint, Social Media, Event Planning, Event Management, Teamwork, Research, Management, Time Management
Education
Queens University of Charlotte 2010 — 2014
Bachelor of Business Administration (B.B.A.)
Georgia State University
Victory Packaging February 2015 - July 2015
Merrill Lynch August 2014 - February 2015
Merrill Lynch June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Project Management, Leadership, Strategic Planning, Public Speaking, Microsoft Excel, Sales, Microsoft Word, PowerPoint, Social Media, Event Planning, Event Management, Teamwork, Research, Management, Time Management
Education
Queens University of Charlotte 2010 — 2014
Bachelor of Business Administration (B.B.A.)
Georgia State University
Jennifer Grayson Jennifer Grayson's Merrill Lynch Experience November 2009 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch November 2009 - Present
SunTrust Bank 2002 - 2009
State Farm Insurance 1995 - 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Budgets, Public Speaking, Risk Management, Banking, Series 7, Insurance, Sales, Credit, Financial Modeling, Investments, Portfolio Management, Mortgage Lending, Loans
Education
Georgia Southern University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch November 2009 - Present
SunTrust Bank 2002 - 2009
State Farm Insurance 1995 - 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Budgets, Public Speaking, Risk Management, Banking, Series 7, Insurance, Sales, Credit, Financial Modeling, Investments, Portfolio Management, Mortgage Lending, Loans
Education
Georgia Southern University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Diana Chan, CPA Diana Chan, CPA's Merrill Lynch Experience January 2009 - April 2009
Job Financial Analyst
Industry Utilities
Experience
Georgia Power Company October 2011 - Present
Georgia Power Company January 2011 - May 2011
Georgia Power Company August 2010 - December 2010
Morgan Stanley Wealth Management June 2009 - September 2009
Merrill Lynch January 2009 - April 2009
Skills
Finance, Financial Accounting, Financial Analysis
Education
Georgia State University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Georgia Power Company October 2011 - Present
Georgia Power Company January 2011 - May 2011
Georgia Power Company August 2010 - December 2010
Morgan Stanley Wealth Management June 2009 - September 2009
Merrill Lynch January 2009 - April 2009
Skills
Finance, Financial Accounting, Financial Analysis
Education
Georgia State University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Brian Sepe Brian Sepe's Merrill Lynch Experience January 2009 - December 2010
Job Retired Merrill Lynch Wealth Mgmt Executive
Industry Financial Services
Experience
Sterne Agee February 2013 - March 2015
Miami Dade College December 2011 - April 2012
Merrill Lynch January 2009 - December 2010
Merrill Lynch January 2008 - December 2008
Merrill Lynch April 2006 - December 2007
Merrill Lynch September 2005 - April 2006
Merrill Lynch September 2001 - September 2005
Merrill Lynch October 1999 - September 2001
Merrill Lynch July 1995 - October 1999
Merrill Lynch December 1979 - July 1995
Skills
Microsoft Office, Series 7, Wealth Management, Banking, Series 63, Capital Markets, Fixed Income, Financial Services, Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, Risk Management, Financial Analysis, Investment Advisory, Wealth Management..., Securities, Equities, Investment Banking, Retirement Planning, Portfolio Management, Investments, Estate Planning, Financial Advisory, Strategic Financial..., FINRA, Private Banking, High Net Worth..., Private Equity, ETFs, Structured Products, Uniform Combined State..., Financial Markets, Investment Strategies, Series 65, Series 24, Investment Management, Options, Separately Managed..., Bloomberg, Bonds, Derivatives, Retirement, Wealth, Equity Trading, Trading, Equity Research, Fund Of Funds, Emerging Markets, Bloomberg Terminal
Education
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration (M.B.A.)
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (B.B.A.)
Sterne Agee February 2013 - March 2015
Miami Dade College December 2011 - April 2012
Merrill Lynch January 2009 - December 2010
Merrill Lynch January 2008 - December 2008
Merrill Lynch April 2006 - December 2007
Merrill Lynch September 2005 - April 2006
Merrill Lynch September 2001 - September 2005
Merrill Lynch October 1999 - September 2001
Merrill Lynch July 1995 - October 1999
Merrill Lynch December 1979 - July 1995
Skills
Microsoft Office, Series 7, Wealth Management, Banking, Series 63, Capital Markets, Fixed Income, Financial Services, Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, Risk Management, Financial Analysis, Investment Advisory, Wealth Management..., Securities, Equities, Investment Banking, Retirement Planning, Portfolio Management, Investments, Estate Planning, Financial Advisory, Strategic Financial..., FINRA, Private Banking, High Net Worth..., Private Equity, ETFs, Structured Products, Uniform Combined State..., Financial Markets, Investment Strategies, Series 65, Series 24, Investment Management, Options, Separately Managed..., Bloomberg, Bonds, Derivatives, Retirement, Wealth, Equity Trading, Trading, Equity Research, Fund Of Funds, Emerging Markets, Bloomberg Terminal
Education
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration (M.B.A.)
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (B.B.A.)
Jody Guada Jody Guada's Merrill Lynch Experience January 2008 - August 2010
Job Real Estate Salesperson at Ascent Real Estate
Industry Real Estate
Experience
Ascent Real Estate Real Estate SalespersonAscent Real Estate2011 - Present
Merrill Lynch January 2008 - August 2010
Wells Fargo Bank July 2004 - December 2007
Gap Inc./Old Navy September 2003 - May 2004
Winter Construction August 2000 - August 2003
SouthTrust Bank October 1997 - June 2003
Skills
Buying, Selling, Investments, Real Estate, Investment Properties, First Time Home Buyers, Short Sales, Residential, Listings, Condos, Residential Homes, Banking, Real Estate Transactions, REO, Sales, Budgets, Commercial Real Estate, Mortgage Lending, Property, Home Staging
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2001
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Ascent Real Estate Real Estate SalespersonAscent Real Estate2011 - Present
Merrill Lynch January 2008 - August 2010
Wells Fargo Bank July 2004 - December 2007
Gap Inc./Old Navy September 2003 - May 2004
Winter Construction August 2000 - August 2003
SouthTrust Bank October 1997 - June 2003
Skills
Buying, Selling, Investments, Real Estate, Investment Properties, First Time Home Buyers, Short Sales, Residential, Listings, Condos, Residential Homes, Banking, Real Estate Transactions, REO, Sales, Budgets, Commercial Real Estate, Mortgage Lending, Property, Home Staging
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2001
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Tara Doker Tara Doker's Merrill Lynch Experience 1991 - 1995
Job Talent Manager
Industry Information Technology and Services
Experience
Randstad Technologies US November 2011 - Present
Sweet & Sassy July 2007 - Present
McDonalds December 2004 - January 2006
Cinnabon January 1999 - October 2004
AFC Enterprises January 1996 - January 1999
Merrill Lynch 1991 - 1995
Skills
Strategic Planning, Franchise Management, Financial Planning &..., Capital Expenditure..., Franchise Relations and..., International Finance, Month End Close..., Expense Controls &..., Finance Management, Process Improvement, Franchising, Managerial Finance, Accounts Receivable, Start-ups
Education
Kennesaw State University 1997 — 2000
MBA, International Business
Georgia State University - J. Mack Robinson College of Business 1991 — 1995
BBA, Finance
Randstad Technologies US November 2011 - Present
Sweet & Sassy July 2007 - Present
McDonalds December 2004 - January 2006
Cinnabon January 1999 - October 2004
AFC Enterprises January 1996 - January 1999
Merrill Lynch 1991 - 1995
Skills
Strategic Planning, Franchise Management, Financial Planning &..., Capital Expenditure..., Franchise Relations and..., International Finance, Month End Close..., Expense Controls &..., Finance Management, Process Improvement, Franchising, Managerial Finance, Accounts Receivable, Start-ups
Education
Kennesaw State University 1997 — 2000
MBA, International Business
Georgia State University - J. Mack Robinson College of Business 1991 — 1995
BBA, Finance
Alan Kinney's Merrill Lynch Experience July 2005 - October 2010
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Bezilla Kinney Wealth Management Group of Wells Fargo Advisors, LLC 2010 - Present
Merrill Lynch July 2005 - October 2010
Morgan Stanley August 1983 - July 2005
Education
Georgia Southern University - College of Business Administration 1980 — 1983
BBA, Finance
The Bezilla Kinney Wealth Management Group of Wells Fargo Advisors, LLC 2010 - Present
Merrill Lynch July 2005 - October 2010
Morgan Stanley August 1983 - July 2005
Education
Georgia Southern University - College of Business Administration 1980 — 1983
BBA, Finance
Adam Bateman, CPA Adam Bateman, CPA's Merrill Lynch Experience August 2005 - December 2005
Job Tax Senior Manager at Moore Colson
Industry Accounting
Experience
Moore Colson January 2014 - Present
Moore Colson July 2010 - December 2013
Moore Colson June 2006 - July 2010
Merrill Lynch August 2005 - December 2005
Paducah Bank June 2001 - August 2003
Skills
Tax Research, Corporate Tax, Income Tax, CPA, Tax Preparation, Financial Analysis, Tax Accounting, QuickBooks, ProSystem fx Tax
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2011
MTx, Masters of Taxation
Samford University 2002 — 2006
BSBA, Finance and Accounting
Moore Colson January 2014 - Present
Moore Colson July 2010 - December 2013
Moore Colson June 2006 - July 2010
Merrill Lynch August 2005 - December 2005
Paducah Bank June 2001 - August 2003
Skills
Tax Research, Corporate Tax, Income Tax, CPA, Tax Preparation, Financial Analysis, Tax Accounting, QuickBooks, ProSystem fx Tax
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2011
MTx, Masters of Taxation
Samford University 2002 — 2006
BSBA, Finance and Accounting
Andy Shires Andy Shires's Merrill Lynch Experience December 2003 - August 2005
Job Managing Director at Greystone & Co.
Industry Real Estate
Experience
Greystone & Co. May 2015 - Present
Greystone & Co. January 2011 - Present
Greystone & Co. January 2011 - March 2012
Greystone & Co. July 2009 - December 2010
ING Investment Management June 2007 - January 2009
Fremont Investment and Loan September 2005 - June 2007
Merrill Lynch December 2003 - August 2005
Merrill Lynch June 2002 - December 2003
GE Capital November 2001 - June 2002
Heller Financial 1997 - 2001
Skills
Asset Managment, Real Estate Economics, Loans, Mezzanine, CMBS, Commercial Real Estate, Asset Management, Valuation, Real Estate Development, Investments, Real Estate, Credit, Portfolio Management, Credit Analysis, Finance, Property Management, Mortgage Lending
Education
Kennesaw State University 1998 — 2002
MBA, Finance
Georgia State University 1990 — 1993
BBA, Real Estate
Greystone & Co. May 2015 - Present
Greystone & Co. January 2011 - Present
Greystone & Co. January 2011 - March 2012
Greystone & Co. July 2009 - December 2010
ING Investment Management June 2007 - January 2009
Fremont Investment and Loan September 2005 - June 2007
Merrill Lynch December 2003 - August 2005
Merrill Lynch June 2002 - December 2003
GE Capital November 2001 - June 2002
Heller Financial 1997 - 2001
Skills
Asset Managment, Real Estate Economics, Loans, Mezzanine, CMBS, Commercial Real Estate, Asset Management, Valuation, Real Estate Development, Investments, Real Estate, Credit, Portfolio Management, Credit Analysis, Finance, Property Management, Mortgage Lending
Education
Kennesaw State University 1998 — 2002
MBA, Finance
Georgia State University 1990 — 1993
BBA, Real Estate
Latavius Powell Latavius Powell's Merrill Lynch Experience January 2008 - April 2010
Job President & CEO at CSG Wealth Management
Industry Financial Services
Experience
CSG Wealth Management January 2010 - Present
Merrill Lynch January 2008 - April 2010
Edward Jones October 2005 - January 2008
Skills
Retirement Planning, Wealth Management, Mortgage Lending, Mutual Funds, Wealth, Asset Managment, Investments, Finance, Estate Planning, Asset Allocation, Series 7, Strategic Financial..., Managerial Finance, Investment Strategies, Financial Advisory, Financial Planning, Customer Service, Public Speaking, Asset Management
Education
Georgia Southern University 2000 — 2006
CSG Wealth Management January 2010 - Present
Merrill Lynch January 2008 - April 2010
Edward Jones October 2005 - January 2008
Skills
Retirement Planning, Wealth Management, Mortgage Lending, Mutual Funds, Wealth, Asset Managment, Investments, Finance, Estate Planning, Asset Allocation, Series 7, Strategic Financial..., Managerial Finance, Investment Strategies, Financial Advisory, Financial Planning, Customer Service, Public Speaking, Asset Management
Education
Georgia Southern University 2000 — 2006
Kim Locklear Kim Locklear's Merrill Lynch Experience November 2008 - February 2011
Job
Industry Financial Services
Experience
John Hancock July 2011 - Present
Merrill Lynch November 2008 - February 2011
Morgan Stanley October 2006 - November 2008
Morgan Stanley May 2006 - October 2006
Education
Georgia State University 2000 — 2004
Bachelor of Science, Economics
Marist School 1997 — 2000
High School
John Hancock July 2011 - Present
Merrill Lynch November 2008 - February 2011
Morgan Stanley October 2006 - November 2008
Morgan Stanley May 2006 - October 2006
Education
Georgia State University 2000 — 2004
Bachelor of Science, Economics
Marist School 1997 — 2000
High School
Angel G. Riebock, MBA Angel G. Riebock, MBA's Merrill Lynch Experience October 2012 - March 2013
Job Diabetes Sales Specialist, Quintiles; Janssen Pharmaceuticals
Industry Pharmaceuticals
Experience
Publicis Touchpoint Solutions May 2013 - April 2015
Vemma 2014 - 2014
Merrill Lynch October 2012 - March 2013
sanofi-aventis June 2005 - December 2009
Rhone Poulenc Rorer Pharmaceuticals June 1992 - February 1998
The Mennen Company 1986 - 1992
Skills
Pulmonology, Pharmaceutical Sales, Urology, Endocrinology, Cardiology, Diabetes, Presentations, Meeting Planning, Strategic Sales Plans, Market Analysis, Pharmaceutical Industry, Sales Force Development, Business Planning, Leadership, Sales, Managed Care, Sales Effectiveness, Sales Operations
Education
University of Tampa 1990 — 1993
MBA, Business Administration, Management and Operations, 3.3
Georgia State University 1982 — 1986
Bachelor of Business Administration (BBA), Marketing
Publicis Touchpoint Solutions May 2013 - April 2015
Vemma 2014 - 2014
Merrill Lynch October 2012 - March 2013
sanofi-aventis June 2005 - December 2009
Rhone Poulenc Rorer Pharmaceuticals June 1992 - February 1998
The Mennen Company 1986 - 1992
Skills
Pulmonology, Pharmaceutical Sales, Urology, Endocrinology, Cardiology, Diabetes, Presentations, Meeting Planning, Strategic Sales Plans, Market Analysis, Pharmaceutical Industry, Sales Force Development, Business Planning, Leadership, Sales, Managed Care, Sales Effectiveness, Sales Operations
Education
University of Tampa 1990 — 1993
MBA, Business Administration, Management and Operations, 3.3
Georgia State University 1982 — 1986
Bachelor of Business Administration (BBA), Marketing
Bernadine Coleman Goepfert Bernadine Coleman Goepfert's Merrill Lynch Experience 1991 - 1995
Job Global Business Critical Account Manager at Symantec Corp.
Industry Computer Software
Experience
Symantec Corp. December 2000 - Present
Oxford Health Plans 1995 - 1999
Merrill Lynch 1991 - 1995
Education
Georgian Court University 1986 — 1990
BS, Business Adm, Marketing
Symantec Corp. December 2000 - Present
Oxford Health Plans 1995 - 1999
Merrill Lynch 1991 - 1995
Education
Georgian Court University 1986 — 1990
BS, Business Adm, Marketing
Brett Bringuel's Merrill Lynch Experience July 1996 - July 1998
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2006 - Present
Morgan Stanley July 1998 - February 2006
Merrill Lynch July 1996 - July 1998
Education
The American College
Chartered Life Underwriter, Business and Personal/Financial Services
The American College
Chartered Financial Consultant, Personal Finance
Georgia State University 1992 — 1995
Bachelor of Business Administration, Finance
Clayton State University 1989 — 1992
Clayton State
Wells Fargo Advisors, LLC February 2006 - Present
Morgan Stanley July 1998 - February 2006
Merrill Lynch July 1996 - July 1998
Education
The American College
Chartered Life Underwriter, Business and Personal/Financial Services
The American College
Chartered Financial Consultant, Personal Finance
Georgia State University 1992 — 1995
Bachelor of Business Administration, Finance
Clayton State University 1989 — 1992
Clayton State
Jeffery Larson Jeffery Larson's Merrill Lynch Experience January 1998 - June 1999
Job Advisor, Instructor
Industry Health, Wellness and Fitness
Experience
Vision 99 2012 - Present
Plan Member Securities January 2009 - Present
Floating Monk.com 2007 - Present
Plan Member - Wealth Management January 2009 - 2012
The Georgian Club October 2009 - March 2011
AIG/Valic October 2001 - September 2007
AIG/Valic January 2001 - January 2007
AIG/Valic January 1999 - January 2001
Merrill Lynch January 1998 - June 1999
Merrill Lynch January 1998 - January 1999
Education
University of Phoenix 2009 — 2011
MBA, Business Administration and Management, A
Georgia State University
BS, Finance
Vision 99 2012 - Present
Plan Member Securities January 2009 - Present
Floating Monk.com 2007 - Present
Plan Member - Wealth Management January 2009 - 2012
The Georgian Club October 2009 - March 2011
AIG/Valic October 2001 - September 2007
AIG/Valic January 2001 - January 2007
AIG/Valic January 1999 - January 2001
Merrill Lynch January 1998 - June 1999
Merrill Lynch January 1998 - January 1999
Education
University of Phoenix 2009 — 2011
MBA, Business Administration and Management, A
Georgia State University
BS, Finance
Patrick Beaman Patrick Beaman's Merrill Lynch Experience January 2004 - August 2008
Job Vice President Retirement Plan Consultant at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. June 2011 - Present
Neuberger Berman July 2008 - June 2011
Merrill Lynch January 2004 - August 2008
The Hartford January 2000 - 2004
VALIC 1992 - 1999
US Army 1989 - 1992
Skills
Retirement Planning, Retirement, 401k, Asset Allocation, Wealth Management, Investments, Alternative Investments, FINRA, Investment Advisory, Investment Strategies, Mutual Funds, Pensions, Qualified Retirement..., Securities, Series 6, Series 63, Series 7, Uniform Combined State...
Education
Georgia Southern University
B.S., Pschology
Georgia Southern University
MPA, Administration
Invesco Ltd. June 2011 - Present
Neuberger Berman July 2008 - June 2011
Merrill Lynch January 2004 - August 2008
The Hartford January 2000 - 2004
VALIC 1992 - 1999
US Army 1989 - 1992
Skills
Retirement Planning, Retirement, 401k, Asset Allocation, Wealth Management, Investments, Alternative Investments, FINRA, Investment Advisory, Investment Strategies, Mutual Funds, Pensions, Qualified Retirement..., Securities, Series 6, Series 63, Series 7, Uniform Combined State...
Education
Georgia Southern University
B.S., Pschology
Georgia Southern University
MPA, Administration
Simi Singh Simi Singh's Merrill Lynch Experience May 1998 - May 2001
Job Product and Project Manager
Industry Financial Services
Experience
J.P. Morgan September 2008 - September 2014
J.P. Morgan December 2006 - September 2008
Deutsche Bank 2005 - 2006
Merrill Lynch May 1998 - May 2001
Merrill Lynch October 1994 - May 1998
Skills
Prime Custody, Product Development, Product Management, Project Management, Business Development, Relationship Management, Sales Strategy, Securities Lending, Client Service, Consulting, Compliance, Hedge Funds
Education
Georgia Institute of Technology - Georgia Tech College of Management
Bachelor of Science in Industrial Management
Georgia State University - J. Mack Robinson College of Business
MBA, Finance
Westminster Schools, Atlanta, GA
J.P. Morgan September 2008 - September 2014
J.P. Morgan December 2006 - September 2008
Deutsche Bank 2005 - 2006
Merrill Lynch May 1998 - May 2001
Merrill Lynch October 1994 - May 1998
Skills
Prime Custody, Product Development, Product Management, Project Management, Business Development, Relationship Management, Sales Strategy, Securities Lending, Client Service, Consulting, Compliance, Hedge Funds
Education
Georgia Institute of Technology - Georgia Tech College of Management
Bachelor of Science in Industrial Management
Georgia State University - J. Mack Robinson College of Business
MBA, Finance
Westminster Schools, Atlanta, GA
Jay Herrington Jay Herrington's Merrill Lynch Experience August 1998 - July 1999
Job PwC Advisory
Industry Management Consulting
Experience
PwC January 2013 - Present
SunTrust Bank March 2012 - January 2013
PwC October 2009 - March 2012
Bank of America June 2006 - October 2009
Carmichael, Brasher, Tuvell, and Company May 2005 - June 2006
Bank of America November 1999 - May 2005
Merrill Lynch August 1998 - July 1999
Skills
Financial Analysis, Accounting, Business Process..., Management Consulting, Banking, Financial Modeling
Education
Georgia Southern University - College of Business Administration
Bachelor of Business Administration (BBA), Finance, General
PwC January 2013 - Present
SunTrust Bank March 2012 - January 2013
PwC October 2009 - March 2012
Bank of America June 2006 - October 2009
Carmichael, Brasher, Tuvell, and Company May 2005 - June 2006
Bank of America November 1999 - May 2005
Merrill Lynch August 1998 - July 1999
Skills
Financial Analysis, Accounting, Business Process..., Management Consulting, Banking, Financial Modeling
Education
Georgia Southern University - College of Business Administration
Bachelor of Business Administration (BBA), Finance, General
Jason P. Cent Jason P. Cent's Merrill Lynch Experience December 2006 - August 2007
Job Experienced writer, journalist, media producer available to apply creative solutions to strategic communication.
Industry Writing and Editing
Experience
The Atlanta Beat December 2009 - June 2010
Merrill Lynch December 2006 - August 2007
Not For Tourists, Inc. January 2006 - July 2006
Vanstar 1998 - 2000
LXE 1994 - 1998
Skills
Journalism, Technical Writing, Proposal Writing, Video Editing, Writing, Editing, Video Production, Production, Video, Film, Newspaper, Web Content, Adobe Creative Suite, Social Media, Copy Editing, Creative Writing, Copywriting, Facebook, Editorial, Final Cut Pro, Television, Multimedia, Microsoft Office, InDesign, Media Relations, Digital Media, Proofreading, Broadcast, Screenwriting, Film Production, Television Production, Stories, Photoshop, Adobe Acrobat, Wireless, Microsoft Word, Proposal Production, Internal Communications, Office Administration, New Media, Storytelling, Marketing Communications, Project Management, Publications
Education
Georgia State University 2007 — 2010
Bachelor of Arts, Journalism-Broadcast
Atlanta Neighborhood Charter School
The Atlanta Beat December 2009 - June 2010
Merrill Lynch December 2006 - August 2007
Not For Tourists, Inc. January 2006 - July 2006
Vanstar 1998 - 2000
LXE 1994 - 1998
Skills
Journalism, Technical Writing, Proposal Writing, Video Editing, Writing, Editing, Video Production, Production, Video, Film, Newspaper, Web Content, Adobe Creative Suite, Social Media, Copy Editing, Creative Writing, Copywriting, Facebook, Editorial, Final Cut Pro, Television, Multimedia, Microsoft Office, InDesign, Media Relations, Digital Media, Proofreading, Broadcast, Screenwriting, Film Production, Television Production, Stories, Photoshop, Adobe Acrobat, Wireless, Microsoft Word, Proposal Production, Internal Communications, Office Administration, New Media, Storytelling, Marketing Communications, Project Management, Publications
Education
Georgia State University 2007 — 2010
Bachelor of Arts, Journalism-Broadcast
Atlanta Neighborhood Charter School
Neelam Raichura Neelam Raichura's Merrill Lynch Experience April 2001 - August 2010
Job Principal Business Analyst at WageWorks
Industry Information Technology and Services
Experience
WageWorks August 2010 - Present
Merrill Lynch April 2001 - August 2010
Skills
Business Analysis, Visio, SDLC, Project Management, Program Management
Education
Georgia Southern University - College of Business Administration
Master of Business Administration, Information Systems Management
WageWorks August 2010 - Present
Merrill Lynch April 2001 - August 2010
Skills
Business Analysis, Visio, SDLC, Project Management, Program Management
Education
Georgia Southern University - College of Business Administration
Master of Business Administration, Information Systems Management
Tony VanHorn Tony VanHorn's Merrill Lynch Experience May 2008 - November 2008
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2008 - Present
Merrill Lynch May 2008 - November 2008
McEachern High School 1995 - 2008
Skills
Holistic Financial..., Series 7, College Education..., Variable Products, New Business Development, Disability Insurance, Long Term Care Insurance, Asset Allocation, Retirement Planning, Mortgage Lending, Life Insurance, Investment Advisory, Asset Management, Protection, Employee Benefits, Wealth Management
Education
The Ohio State University 1984 — 1989
Bachelor of Science (BS), Education
Georgia State University 1991 — 1993
Pascack Hills High School, NJ
UBS Financial Services November 2008 - Present
Merrill Lynch May 2008 - November 2008
McEachern High School 1995 - 2008
Skills
Holistic Financial..., Series 7, College Education..., Variable Products, New Business Development, Disability Insurance, Long Term Care Insurance, Asset Allocation, Retirement Planning, Mortgage Lending, Life Insurance, Investment Advisory, Asset Management, Protection, Employee Benefits, Wealth Management
Education
The Ohio State University 1984 — 1989
Bachelor of Science (BS), Education
Georgia State University 1991 — 1993
Pascack Hills High School, NJ
Danielle Clark's Merrill Lynch Experience June 2011 - August 2011
Job Account Executive at Tapad
Industry Marketing and Advertising
Experience
Tapad May 2015 - Present
Mindshare April 2015 - May 2015
Darden Restaurants June 2010 - May 2015
Mindshare October 2013 - April 2015
Payeback Enterprises May 2013 - October 2013
The Bridge Public Relations July 2011 - October 2011
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, Mac, Customer Service, Customer Relations, PowerPoint, Word, Microsoft Word, Time Management, Nonprofits, Hospitality, Facebook, Management, Customer Satisfaction, Sales, Social Media, Marketing, Leadership, Social Media Marketing, Digital Media, Advertising
Education
Georgia State University - J. Mack Robinson College of Business
Managerial Sciences, Bachelor of Business Administration i
Tapad May 2015 - Present
Mindshare April 2015 - May 2015
Darden Restaurants June 2010 - May 2015
Mindshare October 2013 - April 2015
Payeback Enterprises May 2013 - October 2013
The Bridge Public Relations July 2011 - October 2011
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, Mac, Customer Service, Customer Relations, PowerPoint, Word, Microsoft Word, Time Management, Nonprofits, Hospitality, Facebook, Management, Customer Satisfaction, Sales, Social Media, Marketing, Leadership, Social Media Marketing, Digital Media, Advertising
Education
Georgia State University - J. Mack Robinson College of Business
Managerial Sciences, Bachelor of Business Administration i
Kevin LeDuff Kevin LeDuff's Merrill Lynch Experience September 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
J Alexander's Restaurant January 2005 - August 2009
Skills
Financial Planning, 401 K Rollovers, College Savings Plans, Retirement Plans, Simple IRA, SEP, Roth IRA, IRA Rollovers, Retirement Income..., Annuities, Term Life Insurance, Universal Life, Whole Life, Small Business Lending, Credit and Lending, Commercial Mortgages, Residential Mortgages, Estate Planning, ESOP, Risk Management, High Net Worth..., Retirement Planning, Strategic Financial..., Retirement, Finance, Series 7, Mutual Funds, 401k, IRAs, Series 63
Education
Georgia Southern University
BS, Hotel and Restaurant Management
Merrill Lynch September 2010 - Present
J Alexander's Restaurant January 2005 - August 2009
Skills
Financial Planning, 401 K Rollovers, College Savings Plans, Retirement Plans, Simple IRA, SEP, Roth IRA, IRA Rollovers, Retirement Income..., Annuities, Term Life Insurance, Universal Life, Whole Life, Small Business Lending, Credit and Lending, Commercial Mortgages, Residential Mortgages, Estate Planning, ESOP, Risk Management, High Net Worth..., Retirement Planning, Strategic Financial..., Retirement, Finance, Series 7, Mutual Funds, 401k, IRAs, Series 63
Education
Georgia Southern University
BS, Hotel and Restaurant Management
Russ Stroud Russ Stroud's Merrill Lynch Experience 2004 - 2005
Job Sr. Operations Business Analyst at The Home Depot
Industry Venture Capital & Private Equity
Experience
The Home Depot August 2014 - Present
Drexel Capital, LLC & BCEG, LLC July 2009 - August 2014
Ventyx June 2005 - June 2009
Merrill Lynch 2004 - 2005
Skills
Financial Analysis, Forecasting, Leadership, Product Development, Strategic Planning, Finance, Microsoft Excel, Project Management, Management, New Business Development, Marketing, Marketing Strategy, Budgets, Salesforce.com, Account Management, Business Planning, Business Strategy, Financial Modeling, Sales, Training, Due Diligence, Operations Management
Education
Georgia State University College of Law 2011 — 2014
Juris Doctor (J.D.), Corporate Governance
Yale University 2000 — 2004
Bachelor of Arts (B.A.), History
The Home Depot August 2014 - Present
Drexel Capital, LLC & BCEG, LLC July 2009 - August 2014
Ventyx June 2005 - June 2009
Merrill Lynch 2004 - 2005
Skills
Financial Analysis, Forecasting, Leadership, Product Development, Strategic Planning, Finance, Microsoft Excel, Project Management, Management, New Business Development, Marketing, Marketing Strategy, Budgets, Salesforce.com, Account Management, Business Planning, Business Strategy, Financial Modeling, Sales, Training, Due Diligence, Operations Management
Education
Georgia State University College of Law 2011 — 2014
Juris Doctor (J.D.), Corporate Governance
Yale University 2000 — 2004
Bachelor of Arts (B.A.), History
Leigh Rankin Leigh Rankin's Merrill Lynch Experience 1980 - 1985
Job Sr Business Manager Online Customer Satisfaction at
Industry Telecommunications
Experience
AT&T December 2009 - Present
AT&T Mobility 2007 - January 2010
AT&T B2B Ecommerce 2007 - 2009
BellSouth Telecommunications July 2001 - September 2007
Georgia State University 1988 - 2004
Merrill Lynch 1980 - 1985
Merrill Lynch 1980 - 1985
Skills
Usability Testing, Statistics, Analysis, User Experience, Problem Solving, E-commerce, Vendor Management, Program Management, Requirements Analysis, Mobile Technology, Technical Writing, Human Factors, Start-ups, Product Management, Project Management, Business Analysis, Competitive Analysis, User Interface Design, Mobile Devices, Information Architecture, Quality Assurance, Interaction Design, Product Development, Mobile Applications, Usability, Visio, Analytics, Telecommunications, Cross-functional Team..., Integration, Management, Business Intelligence, Strategy, Customer Experience, Software Project..., Data Analysis, Agile Methodologies, Software Development, Team Leadership, Market Research, Leadership, Web Analytics, User-centered Design, HTML, Mobile Internet, Requirements Gathering
Education
Georgia State University 1988 — 2004
Ph.D., Cognitive Psychology
Georgia Southwestern State University 1968 — 1969
AHS
BHS
AT&T December 2009 - Present
AT&T Mobility 2007 - January 2010
AT&T B2B Ecommerce 2007 - 2009
BellSouth Telecommunications July 2001 - September 2007
Georgia State University 1988 - 2004
Merrill Lynch 1980 - 1985
Merrill Lynch 1980 - 1985
Skills
Usability Testing, Statistics, Analysis, User Experience, Problem Solving, E-commerce, Vendor Management, Program Management, Requirements Analysis, Mobile Technology, Technical Writing, Human Factors, Start-ups, Product Management, Project Management, Business Analysis, Competitive Analysis, User Interface Design, Mobile Devices, Information Architecture, Quality Assurance, Interaction Design, Product Development, Mobile Applications, Usability, Visio, Analytics, Telecommunications, Cross-functional Team..., Integration, Management, Business Intelligence, Strategy, Customer Experience, Software Project..., Data Analysis, Agile Methodologies, Software Development, Team Leadership, Market Research, Leadership, Web Analytics, User-centered Design, HTML, Mobile Internet, Requirements Gathering
Education
Georgia State University 1988 — 2004
Ph.D., Cognitive Psychology
Georgia Southwestern State University 1968 — 1969
AHS
BHS
Carmen Allen, CHRS, ARPS's Merrill Lynch Experience September 2006 - February 2009
Job HCM Implementation Manager at ADP, Inc.
Industry Human Resources
Experience
ADP April 2015 - Present
ADP, Inc. January 2010 - Present
Merrill Lynch September 2006 - February 2009
ADP September 2003 - September 2006
Benefit Services Corporation 1999 - 2003
Primerica 1986 - 1999
Skills
Onboarding, Human Resources, Talent Management, ADP Payroll, Employee Benefits, CRM, Strategy, Vendor Management, Leadership, Outsourcing, Cross-functional Team..., Benefits Administration, Process Improvement, Team Building, Performance Management, HRIS, Management, Talent Acquisition, Team Leadership
Education
University of Phoenix 2009 — 2010
Darton College
Georgia State University
ADP April 2015 - Present
ADP, Inc. January 2010 - Present
Merrill Lynch September 2006 - February 2009
ADP September 2003 - September 2006
Benefit Services Corporation 1999 - 2003
Primerica 1986 - 1999
Skills
Onboarding, Human Resources, Talent Management, ADP Payroll, Employee Benefits, CRM, Strategy, Vendor Management, Leadership, Outsourcing, Cross-functional Team..., Benefits Administration, Process Improvement, Team Building, Performance Management, HRIS, Management, Talent Acquisition, Team Leadership
Education
University of Phoenix 2009 — 2010
Darton College
Georgia State University
Donna S. Cates's Merrill Lynch Experience October 2002 - March 2011
Job Financial Advisor, Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial March 2011 - Present
Institute for Divorce Financial Analysts March 2004 - 2013
Merrill Lynch October 2002 - March 2011
BNI April 2008 - October 2009
Smith Barney February 2000 - October 2002
Mary Kay Cosmetics December 1994 - March 2000
US Army Reserve Command January 1992 - December 1994
Second U.S. Army August 1984 - December 1993
Skills
Client Relationships, Customer Service, Public Speaking, Insurance Broker, Protection Planning, Skilled Communicator
Education
Georgia State University 1980 — 1984
BBA, Management and Psychology
Georgia State University - J. Mack Robinson College of Business 1980 — 1984
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ameriprise Financial March 2011 - Present
Institute for Divorce Financial Analysts March 2004 - 2013
Merrill Lynch October 2002 - March 2011
BNI April 2008 - October 2009
Smith Barney February 2000 - October 2002
Mary Kay Cosmetics December 1994 - March 2000
US Army Reserve Command January 1992 - December 1994
Second U.S. Army August 1984 - December 1993
Skills
Client Relationships, Customer Service, Public Speaking, Insurance Broker, Protection Planning, Skilled Communicator
Education
Georgia State University 1980 — 1984
BBA, Management and Psychology
Georgia State University - J. Mack Robinson College of Business 1980 — 1984
Bachelor of Business Administration (BBA), Business Administration and Management, General
Asiya Khasnutdinova Asiya Khasnutdinova's Merrill Lynch Experience August 2007 - December 2010
Job REALTOR® at Atlanta Fine Homes Sotheby's International Realty
Industry Real Estate
Experience
Atlanta Fine Homes Sotheby's International Realty June 2015 - Present
Valeo Club July 2010 - Present
Broadvox January 2011 - April 2015
Merrill Lynch August 2007 - December 2010
Skills
Real Estate, Luxury Homes, Condos, Sellers, Buyer Representation, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2009
MBA, Finance
Atlanta Fine Homes Sotheby's International Realty June 2015 - Present
Valeo Club July 2010 - Present
Broadvox January 2011 - April 2015
Merrill Lynch August 2007 - December 2010
Skills
Real Estate, Luxury Homes, Condos, Sellers, Buyer Representation, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2009
MBA, Finance
Shawn Morse Shawn Morse's Merrill Lynch Experience December 1993 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 1993 - Present
Skills
Management, Research, Sales, Training, Leadership
Education
Georgia State University
Bachelor of Business Administration (B.B.A.), Marketing
Merrill Lynch December 1993 - Present
Skills
Management, Research, Sales, Training, Leadership
Education
Georgia State University
Bachelor of Business Administration (B.B.A.), Marketing
Brooks Askew Brooks Askew's Merrill Lynch Experience February 2008 - December 2008
Job IT Risk Senior at EY
Industry Financial Services
Experience
EY May 2015 - Present
Georgia Army National Guard December 2013 - August 2014
Army National Guard Bureau February 2013 - October 2013
Georgia Army National Guard February 2012 - November 2012
Georgia Army National Guard July 2011 - February 2012
United States Army Forces Command, G3/5/7 December 2008 - December 2010
Merrill Lynch February 2008 - December 2008
Georgia Army National Guard February 2006 - January 2008
Army Initial Entry Training, Army Service School June 2005 - January 2006
Skills
Military, Security Clearance, Security, Leadership, Army, Military Operations, Operational Planning, Strategic Planning, Command, Weapons, Training, National Security, Military Experience, Force Protection, Intelligence Analysis, Employee Training, Tactics, DoD, Project Management, Counterinsurgency, Project Planning, Exercises, Defense, Interpersonal Leadership, Homeland Security, Physical Security, Counterterrorism, Leadership Management, Operations Management, Emergency Management, Risk Management, Business Relationship..., Adobe Connect, Microsoft Excel, Process/Resource..., Strategic Business..., Safety Supervision, Training & Development, Microsoft Office, Finance, Management, PowerPoint, Analytics, Microsoft Word, Customer Service, Oracle SQL Developer, Data Analysis, Military Logistics, Top Secret, Intelligence
Education
Georgia Southern University 2001 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
Saint Joseph's University 2013 — 2015
Master of Science (M.S.), Business Intelligence, 3.92 GPA
Middle Georgia College 2000 — 2001
Riverwood High School
EY May 2015 - Present
Georgia Army National Guard December 2013 - August 2014
Army National Guard Bureau February 2013 - October 2013
Georgia Army National Guard February 2012 - November 2012
Georgia Army National Guard July 2011 - February 2012
United States Army Forces Command, G3/5/7 December 2008 - December 2010
Merrill Lynch February 2008 - December 2008
Georgia Army National Guard February 2006 - January 2008
Army Initial Entry Training, Army Service School June 2005 - January 2006
Skills
Military, Security Clearance, Security, Leadership, Army, Military Operations, Operational Planning, Strategic Planning, Command, Weapons, Training, National Security, Military Experience, Force Protection, Intelligence Analysis, Employee Training, Tactics, DoD, Project Management, Counterinsurgency, Project Planning, Exercises, Defense, Interpersonal Leadership, Homeland Security, Physical Security, Counterterrorism, Leadership Management, Operations Management, Emergency Management, Risk Management, Business Relationship..., Adobe Connect, Microsoft Excel, Process/Resource..., Strategic Business..., Safety Supervision, Training & Development, Microsoft Office, Finance, Management, PowerPoint, Analytics, Microsoft Word, Customer Service, Oracle SQL Developer, Data Analysis, Military Logistics, Top Secret, Intelligence
Education
Georgia Southern University 2001 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
Saint Joseph's University 2013 — 2015
Master of Science (M.S.), Business Intelligence, 3.92 GPA
Middle Georgia College 2000 — 2001
Riverwood High School
Zimazile Khumalo Zimazile Khumalo's Merrill Lynch Experience August 2012 - July 2014
Job Client Service Associate
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
First And Citizens Bank August 2014 - November 2014
Merrill Lynch August 2012 - July 2014
E*TRADE Financial October 2011 - May 2012
Skills
Finance, Sales, Series 7, Mutual Funds, Marketing, Customer Service, Microsoft Excel, Banking, Series 63, Financial Analysis
Education
Georgia State University 2008 — 2010
BBA, Finance, Marketing
Berkmar High School
university of georgia
Morgan Stanley January 2015 - Present
First And Citizens Bank August 2014 - November 2014
Merrill Lynch August 2012 - July 2014
E*TRADE Financial October 2011 - May 2012
Skills
Finance, Sales, Series 7, Mutual Funds, Marketing, Customer Service, Microsoft Excel, Banking, Series 63, Financial Analysis
Education
Georgia State University 2008 — 2010
BBA, Finance, Marketing
Berkmar High School
university of georgia
Derick Tuttle Derick Tuttle's Merrill Lynch Experience June 2010 - July 2010
Job *
Industry Financial Services
Experience
Merrill Edge February 2014 - Present
Merrill Edge December 2011 - February 2014
Merrill Edge May 2011 - December 2011
Merrill Lynch June 2010 - July 2010
H.A. Sack Company March 2009 - July 2009
BTAssociates, LLC August 2004 - October 2005
Skills
Investments, Financial Services
Education
Georgia Southern University - College of Business Administration 2006 — 2010
B.B.A. Economics with an emphasis in International Business, Economics, Finance, International Business
Merrill Edge February 2014 - Present
Merrill Edge December 2011 - February 2014
Merrill Edge May 2011 - December 2011
Merrill Lynch June 2010 - July 2010
H.A. Sack Company March 2009 - July 2009
BTAssociates, LLC August 2004 - October 2005
Skills
Investments, Financial Services
Education
Georgia Southern University - College of Business Administration 2006 — 2010
B.B.A. Economics with an emphasis in International Business, Economics, Finance, International Business
Rebekah Hoffman Rebekah Hoffman's Merrill Lynch Experience July 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch February 2013 - Present
Bank of America August 2011 - February 2013
Merrill Lynch October 2009 - August 2011
Skills
Series 7, Uniform Combined State..., Series 63, Series 65, Mutual Funds, Securities, Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Equities, ETFs, Investments, Bonds
Education
Georgia Southern University 2003 — 2007
BBA, Finance
Merrill Lynch July 2015 - Present
Merrill Lynch February 2013 - Present
Bank of America August 2011 - February 2013
Merrill Lynch October 2009 - August 2011
Skills
Series 7, Uniform Combined State..., Series 63, Series 65, Mutual Funds, Securities, Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Equities, ETFs, Investments, Bonds
Education
Georgia Southern University 2003 — 2007
BBA, Finance
Casey Allison, CFA Casey Allison, CFA's Merrill Lynch Experience 2007 - 2008
Job Associate at Mercer Investments
Industry Financial Services
Experience
Mercer - Investments 2014 - Present
Sullivan & Schlieman Wealth Management, LLC 2013 - 2014
CPC Advisors, Raymond James 2008 - 2013
Merrill Lynch 2007 - 2008
Merrill Lynch 2004 - 2007
Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Due Diligence, Series 63, Portfolio Strategy
Education
Georgia State University 2002 — 2004
Marketing
University of Georgia - Terry College of Business 1998 — 2002
Mercer - Investments 2014 - Present
Sullivan & Schlieman Wealth Management, LLC 2013 - 2014
CPC Advisors, Raymond James 2008 - 2013
Merrill Lynch 2007 - 2008
Merrill Lynch 2004 - 2007
Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Due Diligence, Series 63, Portfolio Strategy
Education
Georgia State University 2002 — 2004
Marketing
University of Georgia - Terry College of Business 1998 — 2002
Buffi Neal Buffi Neal's Merrill Lynch Experience 1999 - 2001
Job Director IT Financial Analysis, Speaker, Author
Industry Information Technology and Services
Experience
1E September 2012 - Present
Bluerain March 2011 - October 2012
Sitrion October 2010 - September 2012
Citigroup July 2005 - October 2008
I-on Technologies, Inc. 1995 - 2008
Princeton Financial Systems 1995 - 2007
Merrill Lynch 1999 - 2001
Merrill Lynch 1994 - 1995
Xybion Medical Systems 1991 - 1994
Bell Labs Lucent Technologies 1990 - 1994
Skills
SDLC, Enterprise Software, Business Analysis, Software Development, Software Project..., Integration, C++, Management, Microsoft Technologies, SharePoint, Software Documentation, Databases, Pre-sales, CRM, Web Design, Product Management, User Interface Design, Project Planning, Technical Writing, Published Author, Financial Accounting, Process Automation, Energy Efficiency, Windows 7 Migration, Green IT, Technical Project..., Social Computing, Public Speaking, Customer Acquisition, ROI Justification, Proposal Writing, Business Management, Software Licensing..., Software Asset..., Cloud Computing
Education
Lehigh University 1989 — 1991
MS, Computer Science
Georgian Court University 1985 — 1989
BS, Physics and Mathmatics
1E September 2012 - Present
Bluerain March 2011 - October 2012
Sitrion October 2010 - September 2012
Citigroup July 2005 - October 2008
I-on Technologies, Inc. 1995 - 2008
Princeton Financial Systems 1995 - 2007
Merrill Lynch 1999 - 2001
Merrill Lynch 1994 - 1995
Xybion Medical Systems 1991 - 1994
Bell Labs Lucent Technologies 1990 - 1994
Skills
SDLC, Enterprise Software, Business Analysis, Software Development, Software Project..., Integration, C++, Management, Microsoft Technologies, SharePoint, Software Documentation, Databases, Pre-sales, CRM, Web Design, Product Management, User Interface Design, Project Planning, Technical Writing, Published Author, Financial Accounting, Process Automation, Energy Efficiency, Windows 7 Migration, Green IT, Technical Project..., Social Computing, Public Speaking, Customer Acquisition, ROI Justification, Proposal Writing, Business Management, Software Licensing..., Software Asset..., Cloud Computing
Education
Lehigh University 1989 — 1991
MS, Computer Science
Georgian Court University 1985 — 1989
BS, Physics and Mathmatics
Dustin McCormick's Merrill Lynch Experience May 2007 - August 2009
Job Process Innovation and Supply Chain Leader
Industry Consumer Electronics
Experience
Samsung Electronics November 2012 - Present
ETRADE Financial September 2010 - September 2012
State Farm Insurance September 2009 - September 2010
Merrill Lynch May 2007 - August 2009
Computer Connections, LLC March 1998 - August 2007
Skills
Financial Modeling, Financial Reporting, Forecasting, Corporate Finance, Microsoft Office, Series 7, Human Resources, Salesforce.com, Leadership Development, Executive Reporting, Product Management, Hyperion Enterprise, HR Consulting, Financial Audits, Equity Research, Cloud Computing, IT Strategy, Ad Hoc Reporting, Workshop Facilitation, Vlookup, Compensation & Benefit, Employee Stock Options, Oracle E-Business Suite, Crystal Reports, Securities Regulation, Stock Compensation, C++, Technical Analysis, Retirement Plan..., Quantitative Finance, Derivatives Trading, Expense Reports, SAP CRM, Statistical Reporting, Financial Management..., Client Counseling, Outsourcing Management, Charitable Trusts, Management, CEP, Sustainability..., Leadership, Finance, Financial Analysis, Statistical Modeling, Project Management, Supply Chain Management, Supply Chain..., Logistics Management, SAP ERP
Education
Georgia Southern University - College of Business Administration
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Santa Clara University 2011 — 2013
CEP Designation, Human Resources Management and Services
Samsung Electronics November 2012 - Present
ETRADE Financial September 2010 - September 2012
State Farm Insurance September 2009 - September 2010
Merrill Lynch May 2007 - August 2009
Computer Connections, LLC March 1998 - August 2007
Skills
Financial Modeling, Financial Reporting, Forecasting, Corporate Finance, Microsoft Office, Series 7, Human Resources, Salesforce.com, Leadership Development, Executive Reporting, Product Management, Hyperion Enterprise, HR Consulting, Financial Audits, Equity Research, Cloud Computing, IT Strategy, Ad Hoc Reporting, Workshop Facilitation, Vlookup, Compensation & Benefit, Employee Stock Options, Oracle E-Business Suite, Crystal Reports, Securities Regulation, Stock Compensation, C++, Technical Analysis, Retirement Plan..., Quantitative Finance, Derivatives Trading, Expense Reports, SAP CRM, Statistical Reporting, Financial Management..., Client Counseling, Outsourcing Management, Charitable Trusts, Management, CEP, Sustainability..., Leadership, Finance, Financial Analysis, Statistical Modeling, Project Management, Supply Chain Management, Supply Chain..., Logistics Management, SAP ERP
Education
Georgia Southern University - College of Business Administration
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Santa Clara University 2011 — 2013
CEP Designation, Human Resources Management and Services
Claire Steinke Claire Steinke's Merrill Lynch Experience May 1991 - November 1991
Job Independent Contractor
Industry Accounting
Experience
Contract Tax Services October 2014 - Present
Rutherford Audio - America April 2012 - September 2014
Ernst & Young February 1998 - June 2012
Arthur Andersen January 1997 - February 1998
University of Miami - University Advancement Office June 1992 - February 1995
Merrill Lynch May 1991 - November 1991
Ameriprise - (Formerly American Express Financial Services) April 1986 - December 1989
Skills
Project Management, Tax Accounting, Client Development, Training & Mentoring, Non-profit Industries, Tax, Accounting, CPA, Corporate Tax, Account Reconciliation, Financial Analysis, Financial Planning, GAAP, Budgets, Microsoft Excel, Partnership Taxation, Income Tax, Strategic Planning
Education
Georgia State University
BA Accounting, Business, Cum Laude
University of Miami - School of Business
Undergraduate, Accounting
Contract Tax Services October 2014 - Present
Rutherford Audio - America April 2012 - September 2014
Ernst & Young February 1998 - June 2012
Arthur Andersen January 1997 - February 1998
University of Miami - University Advancement Office June 1992 - February 1995
Merrill Lynch May 1991 - November 1991
Ameriprise - (Formerly American Express Financial Services) April 1986 - December 1989
Skills
Project Management, Tax Accounting, Client Development, Training & Mentoring, Non-profit Industries, Tax, Accounting, CPA, Corporate Tax, Account Reconciliation, Financial Analysis, Financial Planning, GAAP, Budgets, Microsoft Excel, Partnership Taxation, Income Tax, Strategic Planning
Education
Georgia State University
BA Accounting, Business, Cum Laude
University of Miami - School of Business
Undergraduate, Accounting
Craig Blades's Merrill Lynch Experience November 1990 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch November 1990 - Present
American Express/IDS September 1989 - October 1990
Talbot County Schools December 1985 - June 1989
Skills
Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Asset Managment, Alternative Investments, Insurance, Mortgage Lending, Series 7, Series 63, Series 65
Education
Georgia Southern University 1980 — 1985
BS Education, Health Sciences
Easton High School 1976 — 1980
Merrill Lynch November 1990 - Present
American Express/IDS September 1989 - October 1990
Talbot County Schools December 1985 - June 1989
Skills
Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Asset Managment, Alternative Investments, Insurance, Mortgage Lending, Series 7, Series 63, Series 65
Education
Georgia Southern University 1980 — 1985
BS Education, Health Sciences
Easton High School 1976 — 1980
Jennifer Stanton Jennifer Stanton's Merrill Lynch Experience May 2001 - December 2003
Job General Manager at Regus Business Centres
Industry Real Estate
Experience
Regus March 2013 - Present
Bank of America May 2010 - March 2013
Heritage Properties of North Florida, LLC February 2008 - May 2010
Regus January 2003 - February 2008
Merrill Lynch May 2001 - December 2003
Merrill Lynch May 1998 - May 2001
Skills
Facilities Management, Negotiation, Training, Management, Cross Selling, Sales Management, Sales, Budgets, Team Building, Contract Negotiation, Account Management, Income Statement, Operations Management, Leadership, Business Process..., Client Development, Manage Client..., Customer Retention, Customer Engagement, Hospitality, Compliance, Marketing, Team Leadership, Credit Analysis, Mortgage Lending, Credit, Loans, Banking, Vendor Management, Relationship Management, Selling, Process Improvement, Forecasting, Human Resources, B2B, Coaching, Strategic Planning, Customer Satisfaction, Customer Service, Project Planning, Project Management, Business Analysis, Business Development, Business Planning, Sales Operations, Sales Process, Customer Experience, Sales Presentations, Team Management, Finance
Education
The Bolles School 1986 — 1991
Georgia Southern University
Regus March 2013 - Present
Bank of America May 2010 - March 2013
Heritage Properties of North Florida, LLC February 2008 - May 2010
Regus January 2003 - February 2008
Merrill Lynch May 2001 - December 2003
Merrill Lynch May 1998 - May 2001
Skills
Facilities Management, Negotiation, Training, Management, Cross Selling, Sales Management, Sales, Budgets, Team Building, Contract Negotiation, Account Management, Income Statement, Operations Management, Leadership, Business Process..., Client Development, Manage Client..., Customer Retention, Customer Engagement, Hospitality, Compliance, Marketing, Team Leadership, Credit Analysis, Mortgage Lending, Credit, Loans, Banking, Vendor Management, Relationship Management, Selling, Process Improvement, Forecasting, Human Resources, B2B, Coaching, Strategic Planning, Customer Satisfaction, Customer Service, Project Planning, Project Management, Business Analysis, Business Development, Business Planning, Sales Operations, Sales Process, Customer Experience, Sales Presentations, Team Management, Finance
Education
The Bolles School 1986 — 1991
Georgia Southern University
Aaron Fraley Aaron Fraley's Merrill Lynch Experience 2014 - September 2014
Job Field Representative
Industry Financial Services
Experience
ISO April 2015 - Present
AGCO Finance/ De Lage Landen November 2014 - May 2015
Merrill Lynch 2014 - September 2014
The Fresh Market February 2008 - August 2013
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Corporate Finance, Banking, Financial Accounting, Finance, Strategic Financial..., Auditing, Investments, Risk Management, Microsoft Excel, Portfolio Management, Valuation, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Time Management
Education
Georgia State University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
ISO April 2015 - Present
AGCO Finance/ De Lage Landen November 2014 - May 2015
Merrill Lynch 2014 - September 2014
The Fresh Market February 2008 - August 2013
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Corporate Finance, Banking, Financial Accounting, Finance, Strategic Financial..., Auditing, Investments, Risk Management, Microsoft Excel, Portfolio Management, Valuation, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Time Management
Education
Georgia State University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Nathan (Nate) Fetsch's Merrill Lynch Experience April 2012 - September 2012
Job Account Executive
Industry Telecommunications
Experience
Accu-Tech Corporation August 2013 - Present
Merrill Lynch April 2012 - September 2012
Skills
Customer Service, Telecommunications, Sales, Data Analysis, Optical Fiber, Investments, Cable Management, Solution Selling, Data Center, Structured Cabling, Fiber Optic Cable, Access Control, Surveillance, DAS, Mission Critical..., Awesomeness
Education
Georgia Southern University - College of Business Administration 2009 — 2013
Bachelor of Business Administration (BBA), Economics and International Business
Accu-Tech Corporation August 2013 - Present
Merrill Lynch April 2012 - September 2012
Skills
Customer Service, Telecommunications, Sales, Data Analysis, Optical Fiber, Investments, Cable Management, Solution Selling, Data Center, Structured Cabling, Fiber Optic Cable, Access Control, Surveillance, DAS, Mission Critical..., Awesomeness
Education
Georgia Southern University - College of Business Administration 2009 — 2013
Bachelor of Business Administration (BBA), Economics and International Business
Anthony Riley Anthony Riley's Merrill Lynch Experience December 2004 - August 2007
Job Portfolio Manager
Industry Real Estate
Experience
Building Better Communities January 2008 - Present
Fay Servicing, LLC August 2013 - December 2013
Serrino Trading November 2007 - December 2008
Bank of America August 2007 - November 2007
Merrill Lynch December 2004 - August 2007
Education
Governors State University 2010 — 2014
Bachelor's degree, Business Administration and Management, General
Georgia State University 2004 — 2007
Criminal Justice and Corrections
Homewood Flossmoor High School 1997 — 2001
Diploma
Building Better Communities January 2008 - Present
Fay Servicing, LLC August 2013 - December 2013
Serrino Trading November 2007 - December 2008
Bank of America August 2007 - November 2007
Merrill Lynch December 2004 - August 2007
Education
Governors State University 2010 — 2014
Bachelor's degree, Business Administration and Management, General
Georgia State University 2004 — 2007
Criminal Justice and Corrections
Homewood Flossmoor High School 1997 — 2001
Diploma
Rob Donnell, CFP Rob Donnell, CFP's Merrill Lynch Experience December 2001 - September 2011
Job Partner, Director of Investments & Portfolio Management at Wealth & Pension Services
Industry Investment Management
Experience
Wealth & Pension Services Group September 2011 - Present
Merrill Lynch December 2001 - September 2011
Skills
Investments, Strategic Financial..., Asset Managment, Retirement Planning, Portfolio Management, 401k, Series 7, Wealth Management, Investment Management, Asset Allocation, Estate Planning, Investment Strategies, Alternative Investments, Investment Advisory, Fixed Income, ETFs, Asset Management, Financial Advisory, Finance, Credit Analysis
Education
Georgia State University - J. Mack Robinson College of Business 1990 — 1991
Master of Business Administration (MBA), Economics, 3.70
University of Alabama 1983 — 1987
Finance, Business
Wealth & Pension Services Group September 2011 - Present
Merrill Lynch December 2001 - September 2011
Skills
Investments, Strategic Financial..., Asset Managment, Retirement Planning, Portfolio Management, 401k, Series 7, Wealth Management, Investment Management, Asset Allocation, Estate Planning, Investment Strategies, Alternative Investments, Investment Advisory, Fixed Income, ETFs, Asset Management, Financial Advisory, Finance, Credit Analysis
Education
Georgia State University - J. Mack Robinson College of Business 1990 — 1991
Master of Business Administration (MBA), Economics, 3.70
University of Alabama 1983 — 1987
Finance, Business
Jennifer Pribbernow Jennifer Pribbernow's Merrill Lynch Experience April 2007 - March 2010
Job Payroll Administrator at Indian Creek Foundation
Industry Human Resources
Experience
Indian Creek Foundation October 2014 - Present
AmeriGas Propane August 2012 - October 2014
Merrill Lynch April 2007 - March 2010
Commerce Bank September 2002 - April 2007
Skills
Employee Benefits, Human Resources, Payroll, Benefits Administration, HRIS, Performance Management, HR Policies
Education
Georgian Court University 2002 — 2006
B.S., Business Administration
Indian Creek Foundation October 2014 - Present
AmeriGas Propane August 2012 - October 2014
Merrill Lynch April 2007 - March 2010
Commerce Bank September 2002 - April 2007
Skills
Employee Benefits, Human Resources, Payroll, Benefits Administration, HRIS, Performance Management, HR Policies
Education
Georgian Court University 2002 — 2006
B.S., Business Administration
Jay Baldwin Jay Baldwin's Merrill Lynch Experience April 2007 - January 2009
Job Financial Advisor at Raiford, Roman & Associates, An Office of MetLife
Industry Financial Services
Experience
Raiford, Roman and Associates (An Office of MetLife) April 2013 - Present
New England Financial March 2009 - March 2013
Merrill Lynch April 2007 - January 2009
Premiere Global Services October 2006 - March 2007
Wells Fargo Financial August 2001 - September 2006
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2001
BBA, Finance
The University of Tennessee at Chattanooga
Raiford, Roman and Associates (An Office of MetLife) April 2013 - Present
New England Financial March 2009 - March 2013
Merrill Lynch April 2007 - January 2009
Premiere Global Services October 2006 - March 2007
Wells Fargo Financial August 2001 - September 2006
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2001
BBA, Finance
The University of Tennessee at Chattanooga
Jamie Connors's Merrill Lynch Experience 1993 - 2002
Job Real Estate Agent at Intero Real Estate Services
Industry Real Estate
Experience
Intero Real Estate Services April 2015 - Present
JDK & Associates Realty 2010 - April 2015
Security Pacific Real Estate 2003 - 2010
Merrill Lynch 1993 - 2002
Skills
Real Estate, CDPE Designation, National Association of..., Buyers, Sellers, Corporate Relocation, Short Sales, Distress Properties, Investment Properties, Income Properties, SFR, Relocation Buyers, Referrals, Move Up Buyers, 1031 Exchanges, HUD, Buyer Representation, Townhomes, Listings, New Home Sales, REO, Seniors, Real Property, New Homes
Education
Georgian Court University 1988 — 1992
Monsignor Donovan High School, Toms River, NJ 1984 — 1988
Intero Real Estate Services April 2015 - Present
JDK & Associates Realty 2010 - April 2015
Security Pacific Real Estate 2003 - 2010
Merrill Lynch 1993 - 2002
Skills
Real Estate, CDPE Designation, National Association of..., Buyers, Sellers, Corporate Relocation, Short Sales, Distress Properties, Investment Properties, Income Properties, SFR, Relocation Buyers, Referrals, Move Up Buyers, 1031 Exchanges, HUD, Buyer Representation, Townhomes, Listings, New Home Sales, REO, Seniors, Real Property, New Homes
Education
Georgian Court University 1988 — 1992
Monsignor Donovan High School, Toms River, NJ 1984 — 1988
Cheney Mitchell, J.D./M.B.A. Cheney Mitchell, J.D./M.B.A.'s Merrill Lynch Experience May 2012 - March 2013
Job 10b51 Executive Services Specialist
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2015 - Present
E*TRADE Financial Corporation November 2013 - July 2015
Supreme Court of Virginia March 2013 - August 2013
Merrill Lynch May 2012 - March 2013
Hampton City Attorney June 2011 - August 2011
Locke, Partin, Deboer & Quinn May 2011 - August 2011
United States Department of Labor, Office of Administrative Law Judges May 2010 - August 2010
The Office of the Public Defender, Fredericksburg, Virginia June 2009 - August 2009
Professor James Dwyer May 2009 - August 2009
Georgia General Assembly January 2008 - May 2008
Education
The College of William and Mary - Marshall Wythe Law School
J.D.
The College of William and Mary - The Mason School of Business
M.B.A., General Management
Georgia State University
B.A., Political Science
Henry County High School 2000 — 2004
College Prep with Distinction
E*TRADE Financial Corporation August 2015 - Present
E*TRADE Financial Corporation November 2013 - July 2015
Supreme Court of Virginia March 2013 - August 2013
Merrill Lynch May 2012 - March 2013
Hampton City Attorney June 2011 - August 2011
Locke, Partin, Deboer & Quinn May 2011 - August 2011
United States Department of Labor, Office of Administrative Law Judges May 2010 - August 2010
The Office of the Public Defender, Fredericksburg, Virginia June 2009 - August 2009
Professor James Dwyer May 2009 - August 2009
Georgia General Assembly January 2008 - May 2008
Education
The College of William and Mary - Marshall Wythe Law School
J.D.
The College of William and Mary - The Mason School of Business
M.B.A., General Management
Georgia State University
B.A., Political Science
Henry County High School 2000 — 2004
College Prep with Distinction
Iris (Mack) Dayoub Iris (Mack) Dayoub's Merrill Lynch Experience 1983 - 1991
Job Helps clients make wise decisions about their money and take actions that are in harmony with their values.
Industry Financial Services
Experience
Alpha Financial Management 1994 - Present
Merrill Lynch 1983 - 1991
Skills
Customer Service
Education
Georgia State University 1971 — 1973
Ph.D., Mathematics Education
University of South Carolina-Columbia 1964 — 1969
M.S., Mathematics
University of Charleston 1956 — 1958
B.S., Mathematics Education
Glenville State College 1954 — 1956
BS, Mathematics Education
Alpha Financial Management 1994 - Present
Merrill Lynch 1983 - 1991
Skills
Customer Service
Education
Georgia State University 1971 — 1973
Ph.D., Mathematics Education
University of South Carolina-Columbia 1964 — 1969
M.S., Mathematics
University of Charleston 1956 — 1958
B.S., Mathematics Education
Glenville State College 1954 — 1956
BS, Mathematics Education
Youngin Cho Youngin Cho's Merrill Lynch Experience March 2015 - Present
Job Client Associate at Merrill Lynch
Industry Insurance
Experience
Merrill Lynch March 2015 - Present
Red Bull January 2013 - Present
Red Bull November 2013 - September 2014
Delta Zeta Sorority August 2013 - January 2014
Delta Zeta Sorority January 2013 - January 2014
Clover Insurance Services June 2012 - August 2012
Skills
Customer Service, Leadership, Microsoft Excel, PowerPoint, Time Management, Teamwork, Event Planning, Public Speaking, Microsoft Word, Social Networking, Marketing, Management, Microsoft Office, Research, Social Media
Education
Georgia State University 2011 — 2015
Bachelor's degree, Risk Management & Insurance
Merrill Lynch March 2015 - Present
Red Bull January 2013 - Present
Red Bull November 2013 - September 2014
Delta Zeta Sorority August 2013 - January 2014
Delta Zeta Sorority January 2013 - January 2014
Clover Insurance Services June 2012 - August 2012
Skills
Customer Service, Leadership, Microsoft Excel, PowerPoint, Time Management, Teamwork, Event Planning, Public Speaking, Microsoft Word, Social Networking, Marketing, Management, Microsoft Office, Research, Social Media
Education
Georgia State University 2011 — 2015
Bachelor's degree, Risk Management & Insurance
Caterina Carter's Merrill Lynch Experience March 2013 - July 2013
Job Portfolio Analyst at Bay Federal
Industry Investment Banking
Experience
Bay Federal Credit Union June 2015 - Present
Freddie Mac August 2014 - June 2015
Licensing Brands, Inc. August 2013 - January 2014
Merrill Lynch March 2013 - July 2013
World Trade Center Atlanta September 2011 - May 2012
Skills
Facebook, Financial Modeling, Corporate Finance, Microsoft Excel, Analysis, Financial Analysis, Finance, Sales, Market Research, Accounting, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2014
Bachelor's Degree, Finance, General
McIntosh High School
Bay Federal Credit Union June 2015 - Present
Freddie Mac August 2014 - June 2015
Licensing Brands, Inc. August 2013 - January 2014
Merrill Lynch March 2013 - July 2013
World Trade Center Atlanta September 2011 - May 2012
Skills
Facebook, Financial Modeling, Corporate Finance, Microsoft Excel, Analysis, Financial Analysis, Finance, Sales, Market Research, Accounting, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2014
Bachelor's Degree, Finance, General
McIntosh High School
David Urwiler's Merrill Lynch Experience August 2009 - May 2010
Job Global Head of Project and Program Management at Bank of America Merrill Lynch Commodities
Industry Information Technology and Services
Experience
Bank of America May 2010 - Present
Merrill Lynch August 2009 - May 2010
Sapient September 1998 - August 2009
CheckFree 1996 - 1998
Sprint 1992 - 1996
USAF 1983 - 1987
Skills
Change Management, Project Management, Account Management, Banking, Business Analysis, Business Strategy, Commodity, Finance, Leadership, Management, Program Management, Risk Management, SDLC, Sales, Trading Systems, Consulting, IT Strategy, Integration, Commodity Risk...
Education
Georgia State University 1994 — 1998
MBA, Management
The College of William and Mary 1988 — 1990
BA, Government
Brandywine Heights
Bank of America May 2010 - Present
Merrill Lynch August 2009 - May 2010
Sapient September 1998 - August 2009
CheckFree 1996 - 1998
Sprint 1992 - 1996
USAF 1983 - 1987
Skills
Change Management, Project Management, Account Management, Banking, Business Analysis, Business Strategy, Commodity, Finance, Leadership, Management, Program Management, Risk Management, SDLC, Sales, Trading Systems, Consulting, IT Strategy, Integration, Commodity Risk...
Education
Georgia State University 1994 — 1998
MBA, Management
The College of William and Mary 1988 — 1990
BA, Government
Brandywine Heights
Annette Miller, PMP, CSM, ACP, ITIL:2011's Merrill Lynch Experience November 2007 - March 2008
Job Actively seeking new opportunity as a Scrum Master/ Coach or Senior Project/Program Manager (Waterfall & Iterative)
Industry Information Technology and Services
Experience
ANXeBusiness August 2014 - August 2015
Catalina Marketing September 2013 - August 2014
Easylink Services (a division of OpenText) March 2008 - May 2013
Merrill Lynch November 2007 - March 2008
MTC Technologies May 2007 - September 2007
TelcordiaTechnologies January 1996 - February 2007
Skills
Project Management, Program Management, Agile Methodologies, Scrum, Process Improvement, E-commerce, Software Project..., Agile Project Management, Process Control, EDI, EIM, SaaS, Cross-functional Team..., Kanban, PMO set-up, PMO, SDLC, Agile & Waterfall..., Customer Experience, Migration Projects, Telecommunications, Iso 9000, CMMI Level 5, CMMI, PMI, PMP, ACP, Team Building, Certified Scrum Master..., Microsoft Office, Budgets, ITIL: 2011 Certified, CRM, Cloud Computing, ITIL, Strategy, Software Development, Quality Assurance
Education
Georgian Court University 2002 — 2007
B.S & MBA, Business Administration
Georgian Court University
BS & MBA
ANXeBusiness August 2014 - August 2015
Catalina Marketing September 2013 - August 2014
Easylink Services (a division of OpenText) March 2008 - May 2013
Merrill Lynch November 2007 - March 2008
MTC Technologies May 2007 - September 2007
TelcordiaTechnologies January 1996 - February 2007
Skills
Project Management, Program Management, Agile Methodologies, Scrum, Process Improvement, E-commerce, Software Project..., Agile Project Management, Process Control, EDI, EIM, SaaS, Cross-functional Team..., Kanban, PMO set-up, PMO, SDLC, Agile & Waterfall..., Customer Experience, Migration Projects, Telecommunications, Iso 9000, CMMI Level 5, CMMI, PMI, PMP, ACP, Team Building, Certified Scrum Master..., Microsoft Office, Budgets, ITIL: 2011 Certified, CRM, Cloud Computing, ITIL, Strategy, Software Development, Quality Assurance
Education
Georgian Court University 2002 — 2007
B.S & MBA, Business Administration
Georgian Court University
BS & MBA
Gary Parnaby Jr.'s Merrill Lynch Experience May 2013 - Present
Job MBA: Experienced in Financial Analysis, Portfolio Analysis, and Management Consulting
Industry Investment Management
Experience
Merrill Lynch May 2013 - Present
Parnaby Financial Associates January 2012 - May 2013
Morgan Stanley Smith Barney April 2005 - January 2012
E*TRADE Financial January 2000 - April 2005
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Master of Business Administration (MBA), Leadership and Organizational Management, 3.89
Georgia State University - J. Mack Robinson College of Business 1998 — 1999
Bachelor of Business Administration (B.B.A.), Finance, 3.28
Samford University 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Merrill Lynch May 2013 - Present
Parnaby Financial Associates January 2012 - May 2013
Morgan Stanley Smith Barney April 2005 - January 2012
E*TRADE Financial January 2000 - April 2005
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Master of Business Administration (MBA), Leadership and Organizational Management, 3.89
Georgia State University - J. Mack Robinson College of Business 1998 — 1999
Bachelor of Business Administration (B.B.A.), Finance, 3.28
Samford University 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Morgan Brock's Merrill Lynch Experience March 2008 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2008 - Present
Soliant Health May 2006 - October 2007
Wells Real Estate Funds 2003 - 2005
Education
Georgia Southern University - College of Business Administration 1997 — 2001
Merrill Lynch March 2008 - Present
Soliant Health May 2006 - October 2007
Wells Real Estate Funds 2003 - 2005
Education
Georgia Southern University - College of Business Administration 1997 — 2001
Chinyere Williams's Merrill Lynch Experience March 2007 - March 2009
Job Owner at Helping Bodies Heal
Industry Health, Wellness and Fitness
Experience
Helping Bodies Heal February 2015 - Present
Chinyere Williams Consulting, LLC January 2010 - October 2013
Merrill Lynch March 2007 - March 2009
Citigroup June 1999 - March 2007
Education
Institute for Integrative Nutrition 2014 — 2015
Holistic Health
Georgia State University 1994 — 1998
Bachelor of Arts, Political Science
Helping Bodies Heal February 2015 - Present
Chinyere Williams Consulting, LLC January 2010 - October 2013
Merrill Lynch March 2007 - March 2009
Citigroup June 1999 - March 2007
Education
Institute for Integrative Nutrition 2014 — 2015
Holistic Health
Georgia State University 1994 — 1998
Bachelor of Arts, Political Science
Chad Dixon's Merrill Lynch Experience 2004 - 2005
Job Vice President at Bank of the Ozarks
Industry Banking
Experience
Bank of the Ozarks October 2005 - Present
Merrill Lynch 2004 - 2005
Enterprise Capital February 1998 - 2004
Enterprise Group of Funds 1998 - 2004
Enterprise Fund Distributors 1998 - 2004
Skills
Mutual Funds, Series 7, Community Development, Business Development, Investments, Banking, Portfolio Management, Leadership, Financial Services, Management, Real Estate, Retirement Planning, Sales
Education
Georgia Banking School 2009 — 2011
Georgia Southern University - College of Business Administration 1994 — 1996
Business, Finance
Bank of the Ozarks October 2005 - Present
Merrill Lynch 2004 - 2005
Enterprise Capital February 1998 - 2004
Enterprise Group of Funds 1998 - 2004
Enterprise Fund Distributors 1998 - 2004
Skills
Mutual Funds, Series 7, Community Development, Business Development, Investments, Banking, Portfolio Management, Leadership, Financial Services, Management, Real Estate, Retirement Planning, Sales
Education
Georgia Banking School 2009 — 2011
Georgia Southern University - College of Business Administration 1994 — 1996
Business, Finance
Ashley Lovell Costolnick's Merrill Lynch Experience May 2008 - August 2008
Job McDonald's AR Team Lead at The CocaCola Company
Industry Financial Services
Experience
The Coca-Cola Company October 2013 - Present
The Coca-Cola Company July 2012 - October 2013
FDIC May 2011 - May 2012
Georgia State University January 2011 - May 2012
BCBG Max Azria October 2009 - December 2010
BCBG Max Azria May 2008 - October 2009
International Association of Business Communicators (IABC @ UGA) May 2008 - May 2009
Women in Business May 2008 - May 2009
Merrill Lynch May 2008 - August 2008
CNL Consulting June 2003 - May 2008
Skills
Research, Microsoft Office, Economic Research, Economic Modeling, Economic Policy, Policy Analysis, Mathematics, PowerPoint, Critical Thinking, Public Policy, Financial Analysis, Stata, Outlook, Microsoft Excel, SPSS, Economics, Data Analysis, Sales, Microsoft Word, Training, Customer Service, Social Networking, Finance, Leadership
Education
Georgia State University 2010 — 2012
Master of Arts (M.A.), Economics
University of Georgia - Terry College of Business 2005 — 2009
B.B.A., Economics, Mathematics
The Coca-Cola Company October 2013 - Present
The Coca-Cola Company July 2012 - October 2013
FDIC May 2011 - May 2012
Georgia State University January 2011 - May 2012
BCBG Max Azria October 2009 - December 2010
BCBG Max Azria May 2008 - October 2009
International Association of Business Communicators (IABC @ UGA) May 2008 - May 2009
Women in Business May 2008 - May 2009
Merrill Lynch May 2008 - August 2008
CNL Consulting June 2003 - May 2008
Skills
Research, Microsoft Office, Economic Research, Economic Modeling, Economic Policy, Policy Analysis, Mathematics, PowerPoint, Critical Thinking, Public Policy, Financial Analysis, Stata, Outlook, Microsoft Excel, SPSS, Economics, Data Analysis, Sales, Microsoft Word, Training, Customer Service, Social Networking, Finance, Leadership
Education
Georgia State University 2010 — 2012
Master of Arts (M.A.), Economics
University of Georgia - Terry College of Business 2005 — 2009
B.B.A., Economics, Mathematics
David Streib, CFP®, CIMA®'s Merrill Lynch Experience August 2005 - Present
Job Senior Financial Analyst
Industry Financial Services
Experience
Merrill Lynch August 2005 - Present
Cobb County Schools January 2000 - August 2005
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Securities, PowerPoint, Series 7, Strategic Financial..., Investments, Financial Planning, Leadership, Marketing, Public Speaking, Customer Service, Management, Asset Management
Education
Georgia Southern University 1996 — 1999
Bachelor of Science (B.S.), Secondary Math Education
Merrill Lynch August 2005 - Present
Cobb County Schools January 2000 - August 2005
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Securities, PowerPoint, Series 7, Strategic Financial..., Investments, Financial Planning, Leadership, Marketing, Public Speaking, Customer Service, Management, Asset Management
Education
Georgia Southern University 1996 — 1999
Bachelor of Science (B.S.), Secondary Math Education
Matthew P. Newall's Merrill Lynch Experience October 1997 - February 2002
Job Second Vice President Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2002 - Present
Merrill Lynch October 1997 - February 2002
Education
Georgia State University
BBA, Finance
Morgan Stanley Smith Barney February 2002 - Present
Merrill Lynch October 1997 - February 2002
Education
Georgia State University
BBA, Finance
Alex Galbis's Merrill Lynch Experience May 1999 - August 1999
Job Content Manager
Industry Financial Services
Experience
Factset Research Systems August 2002 - Present
Merrill Lynch May 1999 - August 1999
Skills
Market Data, Financial Markets, Equities, Derivatives, Fixed Income, Capital Markets, Data Analysis, Financial Services, Investments, Hedge Funds, Trading, Financial Modeling
Education
Georgia Southern University - College of Business Administration 1996 — 2000
Ghs
Ghs
Factset Research Systems August 2002 - Present
Merrill Lynch May 1999 - August 1999
Skills
Market Data, Financial Markets, Equities, Derivatives, Fixed Income, Capital Markets, Data Analysis, Financial Services, Investments, Hedge Funds, Trading, Financial Modeling
Education
Georgia Southern University - College of Business Administration 1996 — 2000
Ghs
Ghs
Arthur Sinkler's Merrill Lynch Experience 1990 - 1997
Job Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2012 - Present
RBC Wealth Management May 2007 - September 2012
Citigroup Global Markets November 2002 - May 2007
MuniDirect.com 1999 - 2002
Merrill Lynch 1990 - 1997
Skills
Bonds, Securities, Investments, Fixed Income, Capital Markets, Equities, Investment Banking, Municipal Bonds
Education
Georgia State University 1984 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
Lovett 1974 — 1981
Wells Fargo Advisors, LLC September 2012 - Present
RBC Wealth Management May 2007 - September 2012
Citigroup Global Markets November 2002 - May 2007
MuniDirect.com 1999 - 2002
Merrill Lynch 1990 - 1997
Skills
Bonds, Securities, Investments, Fixed Income, Capital Markets, Equities, Investment Banking, Municipal Bonds
Education
Georgia State University 1984 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
Lovett 1974 — 1981
Jeff Andrise's Merrill Lynch Experience October 2005 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2005 - Present
SunTrust Bank October 1995 - September 2000
Skills
Investments, Mutual Funds, Retirement Planning, Investment Strategies, Investment Advisory, Portfolio Management, Series 7, Wealth Management, Finance, Leadership, Management, Financial Analysis
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
MBA, Finance
University of Georgia - Terry College of Business 1988 — 1992
BBA, Management
Merrill Lynch October 2005 - Present
SunTrust Bank October 1995 - September 2000
Skills
Investments, Mutual Funds, Retirement Planning, Investment Strategies, Investment Advisory, Portfolio Management, Series 7, Wealth Management, Finance, Leadership, Management, Financial Analysis
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
MBA, Finance
University of Georgia - Terry College of Business 1988 — 1992
BBA, Management
Jennifer Faierson Harkey, CRPC®'s Merrill Lynch Experience June 2008 - April 2011
Job Wealth Management Professional at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2011 - Present
Merrill Lynch June 2008 - April 2011
Walgreens Headquarters May 2007 - July 2007
Skills
Wealth Management, Customer Service, Series 7, Analysis, Corporate Finance, Investments
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Master of Science
Mercer University - Stetson School of Business and Economics 2004 — 2008
Goldman Sachs April 2011 - Present
Merrill Lynch June 2008 - April 2011
Walgreens Headquarters May 2007 - July 2007
Skills
Wealth Management, Customer Service, Series 7, Analysis, Corporate Finance, Investments
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Master of Science
Mercer University - Stetson School of Business and Economics 2004 — 2008
Doug Olesen's Merrill Lynch Experience September 1998 - August 2001
Job Business Banking Team Manager
Industry Banking
Experience
SunTrust Bank May 2011 - Present
Wells Fargo January 2010 - April 2011
Wachovia, A Wells Fargo Company June 2007 - December 2009
Wachovia September 2004 - May 2007
Wachovia September 2003 - August 2004
Wachovia September 2001 - August 2003
Merrill Lynch September 1998 - August 2001
Skills
Commercial Lending, Loans, Banking, Commercial Banking
Education
Georgia State University 2000 — 2002
M.S., Business, Production and Operations
The Ohio State University 1985 — 1990
B.S., Production and Operations Management
SunTrust Bank May 2011 - Present
Wells Fargo January 2010 - April 2011
Wachovia, A Wells Fargo Company June 2007 - December 2009
Wachovia September 2004 - May 2007
Wachovia September 2003 - August 2004
Wachovia September 2001 - August 2003
Merrill Lynch September 1998 - August 2001
Skills
Commercial Lending, Loans, Banking, Commercial Banking
Education
Georgia State University 2000 — 2002
M.S., Business, Production and Operations
The Ohio State University 1985 — 1990
B.S., Production and Operations Management
Davison Wes's Merrill Lynch Experience July 2006 - April 2008
Job I.T. Systems Engeneer at The Hartford
Industry Information Technology and Services
Experience
The Hartford April 2008 - Present
Merrill Lynch July 2006 - April 2008
AMVESCAP April 2004 - July 2006
Education
Georgia Southern University
The Hartford April 2008 - Present
Merrill Lynch July 2006 - April 2008
AMVESCAP April 2004 - July 2006
Education
Georgia Southern University
Brian Gallagher CFP®'s Merrill Lynch Experience 1987 - 1989
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2003 - Present
Charles Schwab 1995 - 2010
Charles Schwab 1995 - 2008
Merrill Lynch 1987 - 1989
Education
Rollins College - Crummer Graduate School of Business 1996 — 1998
Rollins College - Crummer Graduate School of Business 1996 — 1998
MBA
Georgia State University 1980 — 1985
Georgia State University
Charles Schwab March 2003 - Present
Charles Schwab 1995 - 2010
Charles Schwab 1995 - 2008
Merrill Lynch 1987 - 1989
Education
Rollins College - Crummer Graduate School of Business 1996 — 1998
Rollins College - Crummer Graduate School of Business 1996 — 1998
MBA
Georgia State University 1980 — 1985
Georgia State University
Tim Paulin, CFA's Merrill Lynch Experience October 1988 - December 1991
Job Senior Vice President, Investment Research and Product Management at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments March 2010 - Present
Klein Decisions, Inc. January 2003 - March 2010
RBC Wealth Management 1992 - 2002
Merrill Lynch October 1988 - December 1991
Education
Georgia State University - J. Mack Robinson College of Business
MBA
The University of Georgia
BBA, Finance
Touchstone Investments March 2010 - Present
Klein Decisions, Inc. January 2003 - March 2010
RBC Wealth Management 1992 - 2002
Merrill Lynch October 1988 - December 1991
Education
Georgia State University - J. Mack Robinson College of Business
MBA
The University of Georgia
BBA, Finance
Ellen Galatola's Merrill Lynch Experience July 1989 - June 2008
Job Executive Assistant
Industry Financial Services
Experience
JPM Chase 2010 - 2010
Merrill Lynch July 1989 - June 2008
Education
Georgian Court University 2000 — 2004
BA, Sociology
Ocean County College 1990 — 1996
General
JPM Chase 2010 - 2010
Merrill Lynch July 1989 - June 2008
Education
Georgian Court University 2000 — 2004
BA, Sociology
Ocean County College 1990 — 1996
General
Michelle Bonelli's Merrill Lynch Experience January 2000 - December 2005
Job Facility Management and Real Property Analyst at R&K Solutions, Inc
Industry Logistics and Supply Chain
Experience
R&K Solutions, Inc June 2012 - Present
United States Marine Corps October 2010 - May 2012
United States Marine Corps May 2009 - September 2010
United States Marine Corps June 2008 - May 2009
United States Marine Corps September 2007 - June 2008
United States Marine Corps October 2005 - September 2007
Merrill Lynch January 2000 - December 2005
Skills
Multitasker, Supply Chain Management, Distribution, Marine Corps, Procurement, Operational Planning, Military, Military Operations, Security Clearance, Command, DoD, Logistics Management, Top Secret, Defense, Logistics, National Security, Military Experience, Intelligence, Tactical, Government, Intelligence Analysis, Personnel Management, Counterterrorism, Process Improvement, Military Logistics, Analysis, Supervisory Skills, Tactics, Force Protection, Navy, Organizational...
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
BBA, Marketing
University of South Carolina - The Moore School of Business 1995 — 1996
Marketing
R&K Solutions, Inc June 2012 - Present
United States Marine Corps October 2010 - May 2012
United States Marine Corps May 2009 - September 2010
United States Marine Corps June 2008 - May 2009
United States Marine Corps September 2007 - June 2008
United States Marine Corps October 2005 - September 2007
Merrill Lynch January 2000 - December 2005
Skills
Multitasker, Supply Chain Management, Distribution, Marine Corps, Procurement, Operational Planning, Military, Military Operations, Security Clearance, Command, DoD, Logistics Management, Top Secret, Defense, Logistics, National Security, Military Experience, Intelligence, Tactical, Government, Intelligence Analysis, Personnel Management, Counterterrorism, Process Improvement, Military Logistics, Analysis, Supervisory Skills, Tactics, Force Protection, Navy, Organizational...
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
BBA, Marketing
University of South Carolina - The Moore School of Business 1995 — 1996
Marketing
Kelly DeWitt's Merrill Lynch Experience May 2011 - Present
Job Retirement Education Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
Merrill Lynch July 2009 - May 2011
Georgia Southwestern State University August 2007 - May 2009
Skills
Microsoft Office, Public Speaking, Event Planning, PowerPoint, Microsoft Excel, Microsoft Word, Athletic Training, Fundraising, Series 7, Customer Service, Social Media, Time Management, Research, Sales, Healthcare, Leadership, Outlook, Marketing
Education
Georgia Southwestern State University 2007 — 2009
Masters, Business Administration
University of South Florida 2003 — 2007
Bachelor of Science, Athletic Training
Merrill Lynch May 2011 - Present
Merrill Lynch July 2009 - May 2011
Georgia Southwestern State University August 2007 - May 2009
Skills
Microsoft Office, Public Speaking, Event Planning, PowerPoint, Microsoft Excel, Microsoft Word, Athletic Training, Fundraising, Series 7, Customer Service, Social Media, Time Management, Research, Sales, Healthcare, Leadership, Outlook, Marketing
Education
Georgia Southwestern State University 2007 — 2009
Masters, Business Administration
University of South Florida 2003 — 2007
Bachelor of Science, Athletic Training
Kaisha Smith, MBA's Merrill Lynch Experience May 2007 - July 2007
Job Accountant at Porsche Cars North America
Industry Accounting
Experience
Porsche Cars North America March 2013 - Present
Kearney & Company July 2011 - March 2013
MH Miles Company, CPA, PC May 2009 - July 2011
Merrill Lynch May 2007 - July 2007
Skills
Auditing, Financial Reporting, General Ledger, GAAP, Accounting, US GAAP, Financial Accounting, Internal Controls, QuickBooks, SAP, IFRS, Fixed Assets, Sarbanes-Oxley Act, Variance Analysis, Budgets, Account Reconciliation, Microsoft Office, Financial Statements, Financial Analysis, Journal Entries
Education
Mercer University - Stetson School of Business and Economics 2009 — 2011
MBA and MAcc, Accounting
Georgia State University 2004 — 2008
B.B.A, Accounting, Finance
Georgia State University - J. Mack Robinson College of Business 2004 — 2008
B.B.A, Accounting, Finance
Porsche Cars North America March 2013 - Present
Kearney & Company July 2011 - March 2013
MH Miles Company, CPA, PC May 2009 - July 2011
Merrill Lynch May 2007 - July 2007
Skills
Auditing, Financial Reporting, General Ledger, GAAP, Accounting, US GAAP, Financial Accounting, Internal Controls, QuickBooks, SAP, IFRS, Fixed Assets, Sarbanes-Oxley Act, Variance Analysis, Budgets, Account Reconciliation, Microsoft Office, Financial Statements, Financial Analysis, Journal Entries
Education
Mercer University - Stetson School of Business and Economics 2009 — 2011
MBA and MAcc, Accounting
Georgia State University 2004 — 2008
B.B.A, Accounting, Finance
Georgia State University - J. Mack Robinson College of Business 2004 — 2008
B.B.A, Accounting, Finance
Clancy Buckler's Merrill Lynch Experience May 2013 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
JP Morgan Securities January 2005 - September 2012
Financial Network Associates July 2000 - December 2004
Fulton County Board of Education (Riverwood High School) August 1998 - July 2000
The Buckler Group, Inc. February 1992 - August 1998
Cox In-Store Media, Inc. January 1987 - February 1992
Skills
Conflict Resolution, Helping Clients Succeed, Client Liaison, Portfolio Management, Financial Analysis, Securities License, Life & Health Insurance..., Wealth Management..., High Net Worth..., Strategic Financial..., Microsoft Office, Close Attention to..., Small Business, Financial Advisory, Financial Services, Fixed Annuities
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (BBA), Marketing
Oglethorpe University
Certified Financial Planner Program Certificate
Merrill Lynch May 2013 - Present
JP Morgan Securities January 2005 - September 2012
Financial Network Associates July 2000 - December 2004
Fulton County Board of Education (Riverwood High School) August 1998 - July 2000
The Buckler Group, Inc. February 1992 - August 1998
Cox In-Store Media, Inc. January 1987 - February 1992
Skills
Conflict Resolution, Helping Clients Succeed, Client Liaison, Portfolio Management, Financial Analysis, Securities License, Life & Health Insurance..., Wealth Management..., High Net Worth..., Strategic Financial..., Microsoft Office, Close Attention to..., Small Business, Financial Advisory, Financial Services, Fixed Annuities
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (BBA), Marketing
Oglethorpe University
Certified Financial Planner Program Certificate
Kathleen Rabiecki's Merrill Lynch Experience June 1981 - June 1992
Job CSA at RegentAtlantic Capital, LLC
Industry Financial Services
Experience
RegentAtlantic Capital, LLC April 2005 - Present
Merrill Lynch June 1981 - June 1992
Education
Georgian Court University 1977 — 1981
BA, History
RegentAtlantic Capital, LLC April 2005 - Present
Merrill Lynch June 1981 - June 1992
Education
Georgian Court University 1977 — 1981
BA, History
Amanda Wucher's Merrill Lynch Experience 2006 - 2007
Job Student at Georgia Southern University College of Business Administration
Industry Financial Services
Experience
Merrill Lynch 2006 - 2007
Education
Georgia Southern University - College of Business Administration 2005 — 2009
Merrill Lynch 2006 - 2007
Education
Georgia Southern University - College of Business Administration 2005 — 2009
Ellen England's Merrill Lynch Experience 2005 - 2006
Job Education Team Specialist at Georgia Aquarium
Industry Financial Services
Experience
Georgia Aquarium March 2012 - Present
Georgia Aquarium February 2007 - Present
Nationwide Financial July 2007 - September 2009
Merrill Lynch 2005 - 2006
AMVESCAP 1999 - 2005
Invesco Ltd. 1998 - 1999
Canada Life 1997 - 1998
Pension Financial Services 1989 - 1997
Skills
401k, Retirement, Pensions, Benefits Administration, Plan Design, Retirement Services, Client Service, Deferred Compensation, Customer Relations, Financial Services, Customer Service, Business Planning, Team Building, Investments, Strategic Planning, Process Improvement, Employee Benefits, Retirement Planning, Insurance, Training, Financial Advisory, Leadership, Recruiting, Vendor Management, Human Resources, Employee Relations, Management, CRM, Sales, Time Management, Public Speaking, Nonprofits
Education
Georgia State University
Druid Hills High School
Georgia Aquarium March 2012 - Present
Georgia Aquarium February 2007 - Present
Nationwide Financial July 2007 - September 2009
Merrill Lynch 2005 - 2006
AMVESCAP 1999 - 2005
Invesco Ltd. 1998 - 1999
Canada Life 1997 - 1998
Pension Financial Services 1989 - 1997
Skills
401k, Retirement, Pensions, Benefits Administration, Plan Design, Retirement Services, Client Service, Deferred Compensation, Customer Relations, Financial Services, Customer Service, Business Planning, Team Building, Investments, Strategic Planning, Process Improvement, Employee Benefits, Retirement Planning, Insurance, Training, Financial Advisory, Leadership, Recruiting, Vendor Management, Human Resources, Employee Relations, Management, CRM, Sales, Time Management, Public Speaking, Nonprofits
Education
Georgia State University
Druid Hills High School
Donna Wittek's Merrill Lynch Experience 1997 - 2008
Job Senior Vice President at Citigroup Trust
Industry Financial Services
Experience
Citi Trust October 2000 - Present
Merrill Lynch 1997 - 2008
Education
Georgian Court University 2002 — 2007
MBA, Business
Citi Trust October 2000 - Present
Merrill Lynch 1997 - 2008
Education
Georgian Court University 2002 — 2007
MBA, Business
Vincent Butkevits's Merrill Lynch Experience February 1981 - April 1983
Job President JVB Financial Group
Industry Financial Services
Experience
J.V.B. Financial Group June 2000 - Present
R.Seelaus Securities April 1996 - July 1998
JW Charles Securities March 1988 - April 1996
Exchange National Bank December 1986 - January 1988
Centrust Savings Bank April 1985 - December 1986
Salomon Brothers April 1983 - April 1985
Merrill Lynch February 1981 - April 1983
Dean Witter October 1979 - February 1981
Skills
Portfolio Management, Banking, Fixed Income, Trading, Sales, Series 7, Finance, MBS, Bonds, Options, Accounting, Securities, Mortgage Lending, Investments, Wealth Management
Education
Georgia State University 1983 — 1984
Economics
Shenandoah University 1978 — 1979
Music, Theater
J.V.B. Financial Group June 2000 - Present
R.Seelaus Securities April 1996 - July 1998
JW Charles Securities March 1988 - April 1996
Exchange National Bank December 1986 - January 1988
Centrust Savings Bank April 1985 - December 1986
Salomon Brothers April 1983 - April 1985
Merrill Lynch February 1981 - April 1983
Dean Witter October 1979 - February 1981
Skills
Portfolio Management, Banking, Fixed Income, Trading, Sales, Series 7, Finance, MBS, Bonds, Options, Accounting, Securities, Mortgage Lending, Investments, Wealth Management
Education
Georgia State University 1983 — 1984
Economics
Shenandoah University 1978 — 1979
Music, Theater
Greg Umbarger's Merrill Lynch Experience August 2007 - July 2008
Job Looking for new opportunities
Industry Financial Services
Experience
Northwestern Mutual August 2014 - April 2015
eVestment January 2013 - March 2014
SunTrust Bank June 2010 - October 2012
The Hartford July 2008 - February 2010
Merrill Lynch August 2007 - July 2008
Merrill Lynch January 2006 - August 2007
American Freedom Mortgage September 2003 - January 2006
US Army September 1995 - September 1998
Skills
Retirement, Mutual Funds, Business Analysis, Series 7, 401k, Investments, Series 63, Retirement Planning, Finance, Wealth Management, Loans, Customer Service, Financial Services, Portfolio Management, Banking, Management, Analysis, Leadership, Mortgage Lending
Education
Georgia State University 2012 — 2015
Master of Business Administration (MBA), Finance, 3.74
Kennesaw State University - Michael J. Coles College of Business 2000 — 2003
Bachelors, Finance
Northwestern Mutual August 2014 - April 2015
eVestment January 2013 - March 2014
SunTrust Bank June 2010 - October 2012
The Hartford July 2008 - February 2010
Merrill Lynch August 2007 - July 2008
Merrill Lynch January 2006 - August 2007
American Freedom Mortgage September 2003 - January 2006
US Army September 1995 - September 1998
Skills
Retirement, Mutual Funds, Business Analysis, Series 7, 401k, Investments, Series 63, Retirement Planning, Finance, Wealth Management, Loans, Customer Service, Financial Services, Portfolio Management, Banking, Management, Analysis, Leadership, Mortgage Lending
Education
Georgia State University 2012 — 2015
Master of Business Administration (MBA), Finance, 3.74
Kennesaw State University - Michael J. Coles College of Business 2000 — 2003
Bachelors, Finance
Kiera DeVore's Merrill Lynch Experience October 2012 - January 2014
Job Registered Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Merrill Lynch October 2012 - January 2014
Skills
Salesforce.com, Wealth Management, Mutual Funds, Asset Allocation
Education
Georgia State University
Bachelor of Arts (B.A.), Philosophy
Morgan Stanley Wealth Management January 2014 - Present
Merrill Lynch October 2012 - January 2014
Skills
Salesforce.com, Wealth Management, Mutual Funds, Asset Allocation
Education
Georgia State University
Bachelor of Arts (B.A.), Philosophy
Richard Toms's Merrill Lynch Experience 2000 - 2002
Job Director of Operations at Shake Group, Llc
Industry Restaurants
Experience
Shake Group, Llc January 2012 - Present
MDCT, Inc. February 2001 - July 2011
Polaris Industries 2006 - 2008
Merrill Lynch 2000 - 2002
Chemence 1998 - 2002
Skills
Sales, Strategic Planning, Account Management, Sales Management, Marketing, Cross-functional Team..., Social Media Marketing, New Business Development, Event Planning, Customer Service, Product Development, Forecasting, Negotiation, Team Building, Marketing Strategy, Inventory Management, Management, Process Improvement, Contract Negotiation, Purchasing, Customer Satisfaction, Sales Process, Merchandising, Leadership, Profit, Budgets, Business Development, Public Relations, B2B, Selling, Retail, Coaching, Operations Management, Product Marketing, Direct Sales, Facebook, Recruiting, Training, Market Planning, Sales Operations, Time Management, Advertising, Project Management, Team Leadership, P&L Management, Microsoft Office, Business Planning
Education
Georgia Southern University 2004 — 2008
Bachelor of Science (B.S.), Industrial Management, 3.2
Shake Group, Llc January 2012 - Present
MDCT, Inc. February 2001 - July 2011
Polaris Industries 2006 - 2008
Merrill Lynch 2000 - 2002
Chemence 1998 - 2002
Skills
Sales, Strategic Planning, Account Management, Sales Management, Marketing, Cross-functional Team..., Social Media Marketing, New Business Development, Event Planning, Customer Service, Product Development, Forecasting, Negotiation, Team Building, Marketing Strategy, Inventory Management, Management, Process Improvement, Contract Negotiation, Purchasing, Customer Satisfaction, Sales Process, Merchandising, Leadership, Profit, Budgets, Business Development, Public Relations, B2B, Selling, Retail, Coaching, Operations Management, Product Marketing, Direct Sales, Facebook, Recruiting, Training, Market Planning, Sales Operations, Time Management, Advertising, Project Management, Team Leadership, P&L Management, Microsoft Office, Business Planning
Education
Georgia Southern University 2004 — 2008
Bachelor of Science (B.S.), Industrial Management, 3.2
Rachelle Carmel's Merrill Lynch Experience April 2007 - July 2013
Job Judicial Intern to the Honorable Judge John J. Goger at Superior Court of Fulton County
Industry Financial Services
Experience
Superior Court of Fulton County May 2015 - Present
Georgia State University August 2014 - Present
Phillip C Cook Low-Income Taxpayer Clinic 2015 - 2015
Phillip C Cook Low-Income Taxpayer Clinic 2015 - 2015
U.S. Securities and Exchange Commission August 2014 - December 2014
Merrill Lynch April 2007 - July 2013
Skills
Customer Service, Marketing, Leadership, Event Planning, Sales, Public Speaking, Investments, Social Media, Microsoft Office, Finance, Legal Research, Research, Legal Writing, Community Outreach, Nonprofits, Retirement Planning, Strategic Planning
Education
Georgia State University College of Law 2013 — 2016
Juris Doctor (J.D.), Estate, Trust, Elder Law, Tax, and Business Succession Planning
Florida Culinary Institute
Scds
Scds
The University of Georgia
BA, Criminal Justice
Superior Court of Fulton County May 2015 - Present
Georgia State University August 2014 - Present
Phillip C Cook Low-Income Taxpayer Clinic 2015 - 2015
Phillip C Cook Low-Income Taxpayer Clinic 2015 - 2015
U.S. Securities and Exchange Commission August 2014 - December 2014
Merrill Lynch April 2007 - July 2013
Skills
Customer Service, Marketing, Leadership, Event Planning, Sales, Public Speaking, Investments, Social Media, Microsoft Office, Finance, Legal Research, Research, Legal Writing, Community Outreach, Nonprofits, Retirement Planning, Strategic Planning
Education
Georgia State University College of Law 2013 — 2016
Juris Doctor (J.D.), Estate, Trust, Elder Law, Tax, and Business Succession Planning
Florida Culinary Institute
Scds
Scds
The University of Georgia
BA, Criminal Justice
Fatimah Ferebee's Merrill Lynch Experience 2007 - 2009
Job Financial Services Representative
Industry Financial Services
Experience
First Data Corporation April 2010 - October 2011
Merrill Lynch 2007 - 2009
The Princeton Retirement Group 2006 - 2007
Skills
Process Improvement, Series 7, Customer Service, Outlook, Mutual Funds, Retirement, 401k, Business Analysis, Microsoft Office, Strategic Planning, Retirement Planning, Wealth Management, Asset Allocation, Investments
Education
Georgia State University
BA, Economics
First Data Corporation April 2010 - October 2011
Merrill Lynch 2007 - 2009
The Princeton Retirement Group 2006 - 2007
Skills
Process Improvement, Series 7, Customer Service, Outlook, Mutual Funds, Retirement, 401k, Business Analysis, Microsoft Office, Strategic Planning, Retirement Planning, Wealth Management, Asset Allocation, Investments
Education
Georgia State University
BA, Economics
Brantt Hudson, CPA's Merrill Lynch Experience June 1993 - November 1994
Job AVP Sales Operations at Equifax
Industry Information Technology and Services
Experience
Equifax June 2012 - Present
American Tower April 2010 - June 2011
Wendy's/Arby's Group, Inc. November 2008 - April 2010
BellSouth Technology Group January 2005 - July 2008
BellSouth Long Distance March 2003 - January 2005
BellSouth Telecommunications January 1998 - March 2003
BellSouth January 1995 - January 1998
Merrill Lynch June 1993 - November 1994
Merrill Lynch July 1992 - June 1993
Skills
Budgeting, Capital Projects, Forecasting, Finance, Accounting, Financial Reporting, Budgets, Financial Analysis, Strategic Financial..., Management, Process Improvement, General Ledger, Auditing, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
Kennesaw State University 2002 — 2004
Executive MBA, Business
Georgia State University 1988 — 1991
Bachelors, Finance
Equifax June 2012 - Present
American Tower April 2010 - June 2011
Wendy's/Arby's Group, Inc. November 2008 - April 2010
BellSouth Technology Group January 2005 - July 2008
BellSouth Long Distance March 2003 - January 2005
BellSouth Telecommunications January 1998 - March 2003
BellSouth January 1995 - January 1998
Merrill Lynch June 1993 - November 1994
Merrill Lynch July 1992 - June 1993
Skills
Budgeting, Capital Projects, Forecasting, Finance, Accounting, Financial Reporting, Budgets, Financial Analysis, Strategic Financial..., Management, Process Improvement, General Ledger, Auditing, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
Kennesaw State University 2002 — 2004
Executive MBA, Business
Georgia State University 1988 — 1991
Bachelors, Finance
Helen Varvi's Merrill Lynch Experience 1982 - 1989
Job Prevention Specialist, Program Manager, HR Recruiter, Realtor
Industry Nonprofit Organization Management
Experience
NCADD-Middlesex County March 2012 - Present
ERA Advantage Realty-Freehold NJ 2005 - Present
Prevention First March 1998 - March 2012
Merrill Lynch 1982 - 1989
Education
Georgian Court University
Student Assistance Coordinator Certification, ATOD Prevention
St. John's University, New York
Master of Education, School Psychology
NCADD-Middlesex County March 2012 - Present
ERA Advantage Realty-Freehold NJ 2005 - Present
Prevention First March 1998 - March 2012
Merrill Lynch 1982 - 1989
Education
Georgian Court University
Student Assistance Coordinator Certification, ATOD Prevention
St. John's University, New York
Master of Education, School Psychology
Timothy Holcombe's Merrill Lynch Experience September 1992 - November 2008
Job Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2008 - Present
Merrill Lynch September 1992 - November 2008
Education
Georgia State University 1990 — 1992
Master of Business Administration (MBA), Business and Personal/Financial Services Marketing Operations
The University of Georgia 1982 — 1984
BSA, Agricultural Economics
UBS Financial Services November 2008 - Present
Merrill Lynch September 1992 - November 2008
Education
Georgia State University 1990 — 1992
Master of Business Administration (MBA), Business and Personal/Financial Services Marketing Operations
The University of Georgia 1982 — 1984
BSA, Agricultural Economics
Darik Afshani's Merrill Lynch Experience 2006 - 2008
Job Vice President Asset Management at Columbia Property Trust
Industry Financial Services
Experience
Columbia Property Trust March 2013 - Present
Wells Real Estate Funds March 2008 - February 2013
Merrill Lynch 2006 - 2008
JP Morgan Chase 2001 - 2006
CapMark 1999 - 2001
Skills
Asset Management, Investments, Portfolio Management, Valuation, Real Estate Economics, Due Diligence, Financial Modeling, Financial Analysis, Real Estate, Disposition, Underwriting, Alternative Investments, Commercial Real Estate, Capital Markets, Credit Analysis, CMBS, Asset Managment
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General
Wake Forest University 1990 — 1994
B.S., Business
Columbia Property Trust March 2013 - Present
Wells Real Estate Funds March 2008 - February 2013
Merrill Lynch 2006 - 2008
JP Morgan Chase 2001 - 2006
CapMark 1999 - 2001
Skills
Asset Management, Investments, Portfolio Management, Valuation, Real Estate Economics, Due Diligence, Financial Modeling, Financial Analysis, Real Estate, Disposition, Underwriting, Alternative Investments, Commercial Real Estate, Capital Markets, Credit Analysis, CMBS, Asset Managment
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General
Wake Forest University 1990 — 1994
B.S., Business
Dena Lewis's Merrill Lynch Experience June 2003 - October 2013
Job Vice PresidentFinancial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge October 2013 - Present
Merrill Lynch June 2003 - October 2013
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Investments, Alternative Investments, Asset Allocation, Asset Management, Finance, Investment Strategies, Leadership, Securities
Education
Georgia State University 2011 — 2012
Masters of Science, Finance
Spelman College 1994 — 1998
Bachelors of Arts, Economics
Merrill Edge October 2013 - Present
Merrill Lynch June 2003 - October 2013
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Investments, Alternative Investments, Asset Allocation, Asset Management, Finance, Investment Strategies, Leadership, Securities
Education
Georgia State University 2011 — 2012
Masters of Science, Finance
Spelman College 1994 — 1998
Bachelors of Arts, Economics
Lindee Shaw's Merrill Lynch Experience December 2005 - June 2007
Job Partner | Business Director at TAPHOUSE GRAPHICS
Industry Design
Experience
TAPHOUSE GRAPHICS January 2012 - Present
UBS Financial Services Inc. February 2008 - December 2011
Merrill Lynch December 2005 - June 2007
Merrill Lynch January 2001 - December 2005
Skills
Series 7, Series 63, Wealth Management, Investments, Alternative Investments, FINRA, Retirement Planning, Asset Management, Series 65, Financial Analysis, Strategic Financial..., Administrative..., Asset Managment, Business Performance..., Financial Advisory, Equities, High Net Worth..., Insurance, Marketing Strategy, Public Speaking, Relationship Management, Human Resources, Special Needs, Wealth, Finance, Asset Allocation, Mutual Funds
Education
Georgia Southern University - College of Business Administration 1992 — 1997
Finance
TAPHOUSE GRAPHICS January 2012 - Present
UBS Financial Services Inc. February 2008 - December 2011
Merrill Lynch December 2005 - June 2007
Merrill Lynch January 2001 - December 2005
Skills
Series 7, Series 63, Wealth Management, Investments, Alternative Investments, FINRA, Retirement Planning, Asset Management, Series 65, Financial Analysis, Strategic Financial..., Administrative..., Asset Managment, Business Performance..., Financial Advisory, Equities, High Net Worth..., Insurance, Marketing Strategy, Public Speaking, Relationship Management, Human Resources, Special Needs, Wealth, Finance, Asset Allocation, Mutual Funds
Education
Georgia Southern University - College of Business Administration 1992 — 1997
Finance
Jose J. Hernandez III's Merrill Lynch Experience October 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Merrill Lynch October 2010 - Present
UBS Wealth Management 2008 - 2010
Skills
Series 7, Investments, Mutual Funds, Wealth Management, Asset Management, Series 63, Series 3, Series 66, series 9, series 10, Bilingual, Financial Advisory, Options, Investment Management, Wealth Management..., Retirement, Alternative Investments, 401k, General Insurance
Education
Georgia State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch October 2010 - Present
Merrill Lynch October 2010 - Present
UBS Wealth Management 2008 - 2010
Skills
Series 7, Investments, Mutual Funds, Wealth Management, Asset Management, Series 63, Series 3, Series 66, series 9, series 10, Bilingual, Financial Advisory, Options, Investment Management, Wealth Management..., Retirement, Alternative Investments, 401k, General Insurance
Education
Georgia State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Max Shoemaker's Merrill Lynch Experience June 2014 - Present
Job Officer, Operations Team Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Merrill Lynch February 2013 - June 2014
Merrill Lynch January 2011 - February 2013
Pizza Hut May 2004 - September 2010
Skills
Customer Service, Customer Satisfaction, Management, Leadership, Operations Management, Time Management, Sales, Team Building, Training, Team Leadership, Hiring, Microsoft Office, PowerPoint, Financial Analysis, Employee Training, Microsoft Word, Teamwork, Employee Relations, Performance Management, Strategic Financial..., Finance, Team Management
Education
University of North Florida 2007 — 2009
MBA, Business Administration
Georgia Southern University 2001 — 2006
BS, Justice Studies
Merrill Lynch June 2014 - Present
Merrill Lynch February 2013 - June 2014
Merrill Lynch January 2011 - February 2013
Pizza Hut May 2004 - September 2010
Skills
Customer Service, Customer Satisfaction, Management, Leadership, Operations Management, Time Management, Sales, Team Building, Training, Team Leadership, Hiring, Microsoft Office, PowerPoint, Financial Analysis, Employee Training, Microsoft Word, Teamwork, Employee Relations, Performance Management, Strategic Financial..., Finance, Team Management
Education
University of North Florida 2007 — 2009
MBA, Business Administration
Georgia Southern University 2001 — 2006
BS, Justice Studies
Brian Meeker's Merrill Lynch Experience May 2010 - August 2010
Job Staff Accountant at Burlington Coat Factory
Industry Accounting
Experience
Burlington Coat Factory July 2011 - Present
Merrill Lynch May 2010 - August 2010
Sun National Bank May 2009 - August 2009
Education
Georgian Court College 2012 — 2014
Master of Business Administration (MBA)
Wilkes University 2007 — 2011
Wilkes University, Wilkes
B.S. Business Administration, Finance
Burlington Coat Factory July 2011 - Present
Merrill Lynch May 2010 - August 2010
Sun National Bank May 2009 - August 2009
Education
Georgian Court College 2012 — 2014
Master of Business Administration (MBA)
Wilkes University 2007 — 2011
Wilkes University, Wilkes
B.S. Business Administration, Finance
Silviu Raducu's Merrill Lynch Experience June 2006 - August 2006
Job AIS Officer/Manager Treasury at State Street Bank
Industry Financial Services
Experience
State Street Bank November 2012 - Present
Morgan Stanley March 2012 - October 2012
OPUS Atlanta July 2009 - February 2011
Enterprise Rent-A-Car January 2008 - May 2009
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Proprietary Trading, Accounting, Forecasting, Trend Analysis, International Business, Microsoft Office, Excel, Word, PowerPoint, Budgeting
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2012
Masters of Professional Accountancy, Accounting, 3.5
University of South Carolina - The Moore School of Business 2003 — 2007
BS, Corporate Finance/International Business, 3.9
Universitat Pompeu Fabra 2006 — 2006
Study abroad (non-degree program), International Business/Spanish
State Street Bank November 2012 - Present
Morgan Stanley March 2012 - October 2012
OPUS Atlanta July 2009 - February 2011
Enterprise Rent-A-Car January 2008 - May 2009
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Proprietary Trading, Accounting, Forecasting, Trend Analysis, International Business, Microsoft Office, Excel, Word, PowerPoint, Budgeting
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2012
Masters of Professional Accountancy, Accounting, 3.5
University of South Carolina - The Moore School of Business 2003 — 2007
BS, Corporate Finance/International Business, 3.9
Universitat Pompeu Fabra 2006 — 2006
Study abroad (non-degree program), International Business/Spanish
Carla Lee's Merrill Lynch Experience February 1994 - May 2001
Job Manager, Patient Financial Services at Southeast Georgia Health System
Industry Financial Services
Experience
Southeast Georgia Health System January 2013 - Present
Southeast Georgia Health System May 2008 - January 2013
Spanky's Inc June 2001 - February 2011
Merrill Lynch February 1994 - May 2001
Eagle Food Management Co., Inc January 1992 - April 1993
Merrill Lynch August 1988 - December 1991
Sea Island Bank August 1983 - August 1988
Skills
Healthcare, Customer Service, Hospitals, Marketing, Accounts Payable, Management, Accounting
Education
Georgia Southern University 1985 — 1990
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Southeast Georgia Health System January 2013 - Present
Southeast Georgia Health System May 2008 - January 2013
Spanky's Inc June 2001 - February 2011
Merrill Lynch February 1994 - May 2001
Eagle Food Management Co., Inc January 1992 - April 1993
Merrill Lynch August 1988 - December 1991
Sea Island Bank August 1983 - August 1988
Skills
Healthcare, Customer Service, Hospitals, Marketing, Accounts Payable, Management, Accounting
Education
Georgia Southern University 1985 — 1990
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Matt Fletcher, CRPC®, CFP®'s Merrill Lynch Experience 1997 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1997 - Present
Skills
Certified Financial..., Estate Planning, Investment management, Retirement Income..., Retirement Planning
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
Master of Business Administration (MBA), Personal financial planning
The University of Georgia 1993 — 1997
Bachelor of Business Administration (B.B.A.), Marketing
Merrill Lynch 1997 - Present
Skills
Certified Financial..., Estate Planning, Investment management, Retirement Income..., Retirement Planning
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
Master of Business Administration (MBA), Personal financial planning
The University of Georgia 1993 — 1997
Bachelor of Business Administration (B.B.A.), Marketing
ELISA FOLEY's Merrill Lynch Experience February 1982 - Present
Job RETIRED ACCOUNTANT at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 1982 - Present
Skills
Public Speaking, Microsoft Office, Microsoft Word, Team Building, Research
Education
Georgian Court University 1987 — 1990
Bachelor of Science (B.S.), Accounting
Merrill Lynch February 1982 - Present
Skills
Public Speaking, Microsoft Office, Microsoft Word, Team Building, Research
Education
Georgian Court University 1987 — 1990
Bachelor of Science (B.S.), Accounting
Bella Darmon's Merrill Lynch Experience October 1986 - January 2007
Job CEO
Industry Medical Devices
Experience
Darmon Dental Studios, Inc 2006 - Present
Merrill Lynch October 1986 - January 2007
Skills
Marketing Strategy, Personnel Management, Small Business...
Education
The American University 1983 — 1986
Master of Science (MS), Marketing
Georgia State University 1979 — 1982
Bachelor of Arts (BA), Sociology
Darmon Dental Studios, Inc 2006 - Present
Merrill Lynch October 1986 - January 2007
Skills
Marketing Strategy, Personnel Management, Small Business...
Education
The American University 1983 — 1986
Master of Science (MS), Marketing
Georgia State University 1979 — 1982
Bachelor of Arts (BA), Sociology
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank