Merrill Lynch Financial Services

Industry: Company

Description

Founded: 1976 Parent organizations: Bank of America, Bank of America Merrill Lynch International Limited

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Merrill Lynch Financial Services Employees

Employee
Years
Job
Industry
S. Charmaine Edmonds S. Charmaine Edmonds Greater Atlanta Area Details
S. Charmaine Edmonds's Merrill Lynch Financial Services Experience September 1997 - June 2000
Job Senior Account Executive at Willis
Industry Insurance
Experience
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

Pete Koerner Pete Koerner Colorado Springs, Colorado Area Details
Pete Koerner's Merrill Lynch Financial Services Experience 2012 - March 2014
Job Consultant Private
Industry Investment Management
Experience
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

Charla Sue Riley Charla Sue Riley Orange County, California Area Details
Charla Sue Riley's Merrill Lynch Financial Services Experience 2006 - 2009
Job President Private Wealth Manager LPL Registered Principal
Industry Financial Services
Experience
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 B. Benson Shawn B. Benson Nashville, Tennessee Details
Shawn B. Benson's Merrill Lynch Financial Services Experience 1995 - 2001
Job CEO at Shawn Blake Enterprises, LLC
Industry Internet
Experience
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

Ron Griffith PMP, FLMI, ARA Ron Griffith PMP, FLMI, ARA East Longmeadow, Massachusetts Details
Ron Griffith PMP, FLMI, ARA's Merrill Lynch Financial Services Experience 1988 - 2001
Job Project manager at MassMutual Financial Group
Industry Financial Services
Experience
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

Haydee Lamberty-Rodriguez Haydee Lamberty-Rodriguez Springfield, Massachusetts Area Details
Haydee Lamberty-Rodriguez's Merrill Lynch Financial Services Experience 1988 - 2000
Job Learning, Performance Consulting and Talent Development Professional
Industry Financial Services
Experience
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

Angela Goodwill Angela Goodwill Detroit, Michigan Details
Angela Goodwill's Merrill Lynch Financial Services Experience 1981 - 1989
Job Executive Assistant to Dean at Wayne State University School of Medicine
Industry Education Management
Experience
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

Sneha Prasad Sneha Prasad Orange County, California Area Details
Sneha Prasad's Merrill Lynch Financial Services Experience July 2002 - August 2002
Job Accountant at Golden State Foods
Industry Wholesale
Experience
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

Yelena Boroda Yelena Boroda Greater New York City Area Details
Yelena Boroda's Merrill Lynch Financial Services Experience August 1998 - February 2002
Job web developer / applications analyst at Staten Island University Hospital
Industry Information Technology and Services
Experience
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

JAY F HINES JAY F HINES Greater Boston Area Details
JAY F HINES's Merrill Lynch Financial Services Experience September 1987 - November 2002
Job Sales Associate at Lord & Taylor
Industry Photography
Experience
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

Joseph Suermann Joseph Suermann Greater Philadelphia Area Details
Joseph Suermann's Merrill Lynch Financial Services Experience January 2004 - November 2004
Job Customer Service Specialist I for AICPA Insurance Trust at AonAffinity Insurance Services
Industry Financial Services
Experience
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

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