Merrill Lynch Financial Services
Industry: Company
DescriptionFounded: 1976 Parent organizations: Bank of America, Bank of America Merrill Lynch International Limited
Merrill Lynch Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11 Merrill Lynch Financial Services employees in database. Find out everything there's to know about Merrill Lynch Financial Services 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 Financial Services Employees
Willis Insurance Services January 2015 - Present
Wells Fargo Insurance Services November 2006 - December 2014
Wachovia, A Wells Fargo Company June 2003 - November 2006
Prudential Financial Services February 2001 - June 2003
Merrill Lynch Financial Services September 1997 - June 2000
Skills
Underwriting, Insurance, Relationship Management, Risk Management, Property & Casualty..., Portfolio Management, Process Improvement
Education
University of Pittsburgh
Bachelor of Science, Economics
Private April 2014 - Present
Your Community And You March 2014 - March 2015
Merrill Lynch Financial Services 2012 - March 2014
Earl Scheib Inc. May 2009 - April 2010
Maaco Enterprises 2004 - 2008
Skills
Training, Leadership, Entrepreneurship, Coaching, CRM, Strategy, Management, Selling, Sales, Recruiting, Retail, Budgets, Lead Generation, Team Building, Sales Operations, Operations Management, Business Process..., Account Management, New Business Development, Direct Sales
Education
Eastern University 1994 — 1997
BA
Kaplan University
Crestbridge Financial January 2009 - Present
Crestbridge Financial www.crestbridgefinancial.com January 2009 - Present
Public Law Center February 2014 - Present
St Mark Presbyterian Church January 2012 - December 2014
Fairmont Private Schools September 2012 - July 2014
Equality California EQCA January 2008 - December 2012
Merrill Lynch Financial Services 2006 - 2009
UBS April 2000 - September 2006
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Financial Services, Asset Management, College Education..., Securities, Series 7, Series 24, Long-term Care, Life Insurance, Wealth, High Net Worth..., Financial Planners, Financial Advisory, Equities, Retirement, Mutual Funds, Small Business, Investment Advisory, Portfolio Management, Asset Allocation, Fixed Annuities, Investment Strategies, IRAs, Estate Planning, FINRA, 401k, Strategy, 401k Rollovers, Trusts, Private Equity, Insurance, Alternative Investments, Personal Financial..., Wealth Accumulation, Investment Management, ETFs, Roth IRA, Asset Protection
Education
The American College
Financial Planning and Services
UCI
Financial Planning
Chapman University
Organizational Leadership
Shawn Blake Enterprises, LLC April 2015 - Present
CrowdFinder, LLC January 2015 - Present
Acculength Golf, LLC February 2009 - Present
OnTrack Sports, LLC 2000 - 2008
Merrill Lynch FInancial Services 1995 - 2001
Victaulic Co. of America 1989 - 1995
Skills
New Business Development, Sales Skills Training, Golf, Start-ups, Coaching, Sales Management, Marketing Strategy, Negotiation, Sales, Selling Skills, Management, Marketing, Business Strategy, Sales Operations, B2B, Online Marketing, Golf Courses, Strategic Planning, Event Management, Sports, Social Networking, Online Advertising, Retail, Sports Marketing, Hospitality, Project Planning, Entrepreneurship, Social Media Marketing, Recruiting, Training, Sponsorship, Leadership, Direct Sales, Club, Golf Instruction, Business Planning, Sports Management, Social Media, Merchandising, Trade Shows, Market Planning, Sales Process, Executive Management, Program Management, Team Building, Account Management, Golf Course Management, Tournaments, Sporting Goods, Professional Sports
Education
Truman State University 1985 — 1987
Bachelor of Business Administration (B.B.A.), Marketing, 3.4/4.0
Indiana University Bloomington 1983 — 1984
Bachelor of Science, Marketing, Full Athletic Scholarship- Football
MassMutual Financial Group April 2007 - Present
The Hartford 2002 - 2007
Headway Technologies 2001 - 2002
Merrill Lynch Financial Services 1988 - 2001
Monarch life insurance 1986 - 1988
Skills
SDLC, Resource Management, Vendor Management, Project Portfolio..., Insurance, Test Management, Risk Management, Visio, Process Improvement, Project Management, Project Planning, MS Project, Management, Change Management, Testing, Data Warehousing, Requirements Analysis, Business Analysis, Requirements Gathering, Agile Methodologies, Quality Assurance, PMP, Business Requirements, Business Process..., PMO, Software Development, Strategy, Business Process, SharePoint, Software Project..., IT Strategy, Software Documentation, User Acceptance Testing, Oracle, Business Intelligence, Project Delivery, Systems Analysis, Program Management, Waterfall, Integration, Agile Project Management, Enterprise Architecture, IT Management, Data Modeling, Mainframe, Disaster Recovery, Solution Architecture, ITIL, Release Management, SOA
Education
Project Management Institute 2004 — 2004
Project Management Professional Designation, Project Management
The George Washington University 2002 — 2003
Master's Certificate in Project Management, Project Management
LOMA 2001 — 2002
Associate Reinsurance Administration (ARA), Reinsurance
LOMA 1995 — 2001
Fellow, Life Management Institute (FLMI) Designation, Insurance Management (Life and Health)
Additional Corporate Training 1981 — 1998
Certificates of completion, Management, leadership, technical
NASD 1995 — 1995
NASD Series 6 and 63, Finance, General
Computer Processing Institute 1979 — 1981
Computer Science, Computer Programming
MassMutual Financial Group March 2001 - Present
MassMutual Financial Group January 2012 - December 2013
MML Investors Services, Inc. 2001 - 2007
Merrill Lynch Financial Services 1988 - 2000
Skills
Instructional Design, Leadership Development, Training, Needs Analysis, Technical Writing, Project Management, Diversity Training, Coaching, Mentoring, Event Planning, Workshop Facilitation, Communication, Change Catalyst, Performance Consulting
Education
Bay Path University
Bachelors of Science Degree in Business, Focus in Executive Management and Psychology
Wayne State University School of Medicine December 2014 - Present
WSU Physician Group May 2012 - December 2014
Barden Companies, Inc. September 2011 - July 2012
Majestic Star Casino, LLC (subsidiary of Barden Companies, Inc October 1990 - December 2011
Little Caesars Enterprises, Inc. March 1990 - October 1990
Merrill Lynch Financial Services 1981 - 1989
Skills
Leadership Development, Research, Microsoft Office, Policy, Program Management, Marketing Strategy, Media Relations, Sales, Training, Negotiation
Education
Detroit Business Institute 1981 — 1982
Certificate, Business Administration
Highland Park Community College 1974 — 1976
Business Admin
University of Detroit Mercy 1973 — 1974
Business Administration
Highland Park Community College
University of Detroit
University of Detroit
Golden State Foods March 2014 - Present
Golden State Foods January 2011 - February 2014
Golden State Foods July 2007 - December 2010
Golden State Foods October 2006 - July 2007
TeraSci Industries September 2004 - September 2006
Merrill Lynch September 2002 - September 2004
Merrill Lynch financial services July 2002 - August 2002
Skills
Work Well Independently, Team-oriented, Learning Quickly, Organized self-starter, Volunteering, Time Management, Meet Deadlines, Financial Analysis, Accounts Payable, Analysis
Education
California State University-Fullerton - College of Business and Economics 2004 — 2006
MBA, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 1999 — 2003
BA, Finance
Staten Island University Hospital June 2002 - Present
Merrill Lynch Financial Services August 1998 - February 2002
UBS 1996 - 1998
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Information Systems and Statistics
Lord & Taylor October 2011 - Present
Comcast Cable July 2006 - October 2010
City Schemes Furniture June 2004 - September 2005
Merrill Lynch Financial Services September 1987 - November 2002
Artful Living LLC October 1984 - November 2002
Simons Design Group September 1992 - June 1997
POTENTE KOSZALKA LTD. July 1986 - September 1987
D'Alessio Architects June 1985 - September 1987
Harvey S. Cook & Associates 1984 - 1986
Skills
Interior Design
Education
Chelmsford High School
New York Institute of Technology-Old Westbury
Bachelor's Fine Arts Degree, Interior Design
Aon-Affinity Insurance Services May 2012 - Present
AON-Affinity Insurance Services November 2004 - May 2012
Merrill Lynch Financial Services January 2004 - November 2004
Hartford Insurance January 1998 - September 2003
Skills
Employee Benefits, Insurance, Sales, Customer Service, Access, Microsoft Excel, Project Management, Financial Analysis, Client Services, Process Improvement, Risk Management
Education
La Salle University 1992 — 1996
History, History/Secondary Education
LaSalle University
B.A, History
DeVry University