Merrill Lynch Global Wealth Management
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Merrill Lynch Global Wealth Management Employees
Employee
Years
Job
Industry
Stephanie M. Montoya Stephanie M. Montoya's Merrill Lynch Global Wealth Management Experience January 2008 - October 2010
Job Relationship Advisor III at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank July 2014 - Present
Morgan Stanley Private Bank N.A. April 2012 - July 2014
Morgan Stanley Private Bank N.A October 2010 - April 2012
Merrill Lynch Global Wealth Management January 2008 - October 2010
New York Life Insurance Company March 2005 - November 2007
Wells Fargo Bank April 2001 - March 2005
Skills
Private Banking, Credit, Wealth Management, Mortgage, Series 7, Series 66, Annuities, Life Insurance, Long Term Care, Securities Based Lending, Financial Services, Uniform Combined State..., Banking, Long-term Care, Fixed Annuities, Mortgage Lending, Portfolio Management, Loans, Securities Lending, Finance
Education
University of Denver - Daniels College of Business 1999 — 2003
BS, Finance
Silicon Valley Bank July 2014 - Present
Morgan Stanley Private Bank N.A. April 2012 - July 2014
Morgan Stanley Private Bank N.A October 2010 - April 2012
Merrill Lynch Global Wealth Management January 2008 - October 2010
New York Life Insurance Company March 2005 - November 2007
Wells Fargo Bank April 2001 - March 2005
Skills
Private Banking, Credit, Wealth Management, Mortgage, Series 7, Series 66, Annuities, Life Insurance, Long Term Care, Securities Based Lending, Financial Services, Uniform Combined State..., Banking, Long-term Care, Fixed Annuities, Mortgage Lending, Portfolio Management, Loans, Securities Lending, Finance
Education
University of Denver - Daniels College of Business 1999 — 2003
BS, Finance
Justin Calhoun Justin Calhoun's Merrill Lynch Global Wealth Management Experience August 2009 - July 2011
Job Founder of FrontierMetrix
Industry Financial Services
Experience
FrontierMetrix - Capital Markets Research & Analytics May 2014 - Present
Vining Sparks, IBG December 2013 - May 2014
Vining Sparks, IBG July 2011 - December 2013
Merrill Lynch - Global Wealth Management August 2009 - July 2011
LifeCyte, Inc. January 2008 - August 2009
AutoZone October 2004 - January 2008
LifeCyte, Inc. July 2002 - January 2008
Skills
Fixed Income, Financial Modeling, Asset Management, Valuation, Strategic Planning, Financial Analysis, Economics, Risk Management, Credit Analysis, Capital Markets, Investment Strategies, Banking, Asset Allocation, Forecasting, Microsoft Excel, VBA, SAS, Investments, Portfolio Management, Finance, Trading, Analysis, Equities, Financial Risk, Bloomberg, Hedge Funds, Investment Banking, Bonds, Derivatives, Mutual Funds, Financial Markets, Emerging Markets, Private Equity, Options, Alternative Investments, Series 7, Securities, Quantitative Analytics, Corporate Finance, Credit, FX Options, Financial Services, Strategic Financial..., Wealth Management, Investment Advisory, Financial Planning
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA, Business Administration
The University of Memphis 2000 — 2004
Bachelor of Science (BS), Computer Engineering
The University of Memphis 2000 — 2004
Bachelor of Science (BS), Electrical Engineering
FrontierMetrix - Capital Markets Research & Analytics May 2014 - Present
Vining Sparks, IBG December 2013 - May 2014
Vining Sparks, IBG July 2011 - December 2013
Merrill Lynch - Global Wealth Management August 2009 - July 2011
LifeCyte, Inc. January 2008 - August 2009
AutoZone October 2004 - January 2008
LifeCyte, Inc. July 2002 - January 2008
Skills
Fixed Income, Financial Modeling, Asset Management, Valuation, Strategic Planning, Financial Analysis, Economics, Risk Management, Credit Analysis, Capital Markets, Investment Strategies, Banking, Asset Allocation, Forecasting, Microsoft Excel, VBA, SAS, Investments, Portfolio Management, Finance, Trading, Analysis, Equities, Financial Risk, Bloomberg, Hedge Funds, Investment Banking, Bonds, Derivatives, Mutual Funds, Financial Markets, Emerging Markets, Private Equity, Options, Alternative Investments, Series 7, Securities, Quantitative Analytics, Corporate Finance, Credit, FX Options, Financial Services, Strategic Financial..., Wealth Management, Investment Advisory, Financial Planning
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA, Business Administration
The University of Memphis 2000 — 2004
Bachelor of Science (BS), Computer Engineering
The University of Memphis 2000 — 2004
Bachelor of Science (BS), Electrical Engineering
Lawrence Dobrosky-Martinez Lawrence Dobrosky-Martinez's Merrill Lynch Global Wealth Management Experience September 2009 - December 2009
Job Summer Strategy Consultant at Accenture
Industry Utilities
Experience
Accenture June 2015 - Present
University of Chicago Booth School of Business August 2014 - Present
San Diego Gas & Electric/ Sempra Energy February 2011 - June 2014
Merrill Lynch June 2010 - August 2010
Merrill Lynch, Global Wealth Management September 2009 - December 2009
Sprint Nextel Corporation, Business Solutions May 2009 - August 2009
Skills
Financial Analysis, Financial Risk, Credit, Financial Modeling, Portfolio Management, Asset Management, Management, Trading, Training, Asset Managment, Corporate Finance, Valuation, Mutual Funds, Financial Accounting, Bloomberg, Accounting, Economics, Strategic Planning, Analysis, Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science (BS), Finance, Economics Minor, and International Business Certificate
Accenture June 2015 - Present
University of Chicago Booth School of Business August 2014 - Present
San Diego Gas & Electric/ Sempra Energy February 2011 - June 2014
Merrill Lynch June 2010 - August 2010
Merrill Lynch, Global Wealth Management September 2009 - December 2009
Sprint Nextel Corporation, Business Solutions May 2009 - August 2009
Skills
Financial Analysis, Financial Risk, Credit, Financial Modeling, Portfolio Management, Asset Management, Management, Trading, Training, Asset Managment, Corporate Finance, Valuation, Mutual Funds, Financial Accounting, Bloomberg, Accounting, Economics, Strategic Planning, Analysis, Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science (BS), Finance, Economics Minor, and International Business Certificate
Diana Vasel's Merrill Lynch Global Wealth Management Experience May 2013 - August 2013
Job Client Associate at Bank of America Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch Global Wealth Management May 2013 - August 2013
Poultney Town Recreation Program June 2007 - August 2012
Cindy Smith Dance Studio September 2008 - June 2010
Skills
Microsoft Office, Economics, PowerPoint, Microsoft Word, Microsoft Excel, Social Networking, Corporate Finance, Yoga, Mathematics, Customer Service, Wealth Management, Wire Transfers, Organization, Dance Education, Multi Tasking, Jython, Financial Accounting, Meeting Scheduling, Cold Calling Experience, Outstanding..., Highly detail oriented, Event Planning, Facebook, Leadership, Public Speaking, Research, Social Media, Teamwork
Education
Muhlenberg College 2010 — 2014
Bachelor's Degree, Economics
Westfield Senior High School 2006 — 2010
High School Diploma
Merrill Lynch Global Wealth Management May 2013 - August 2013
Poultney Town Recreation Program June 2007 - August 2012
Cindy Smith Dance Studio September 2008 - June 2010
Skills
Microsoft Office, Economics, PowerPoint, Microsoft Word, Microsoft Excel, Social Networking, Corporate Finance, Yoga, Mathematics, Customer Service, Wealth Management, Wire Transfers, Organization, Dance Education, Multi Tasking, Jython, Financial Accounting, Meeting Scheduling, Cold Calling Experience, Outstanding..., Highly detail oriented, Event Planning, Facebook, Leadership, Public Speaking, Research, Social Media, Teamwork
Education
Muhlenberg College 2010 — 2014
Bachelor's Degree, Economics
Westfield Senior High School 2006 — 2010
High School Diploma
Anthony Villani Anthony Villani's Merrill Lynch Global Wealth Management Experience April 2011 - August 2012
Job Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin June 2014 - Present
General Dynamics May 2013 - August 2013
Career Employment Options May 2012 - August 2012
Merrill Lynch Global Wealth Management April 2011 - August 2012
Long Island Aquarium May 2006 - May 2011
Skills
Project Planning, Microsoft Project, Project Coordination, Critical Path Analysis, Python, Chinese Foreign Policy, Public Speaking, Strategic Planning, Microsoft Excel, Data Analysis, Visual Basic, Project Management, Product Development, Earned Value Management, Active DoD Secret..., CPM Scheduling, Master Scheduling, Planning & Scheduling, Excel Models
Education
La Salle University 2010 — 2014
Bachelor's Degree, Finance
Fudan University 2013 — 2014
Bachelor's Degree, Chinese
Riverhead High School 2006 — 2010
Lockheed Martin June 2014 - Present
General Dynamics May 2013 - August 2013
Career Employment Options May 2012 - August 2012
Merrill Lynch Global Wealth Management April 2011 - August 2012
Long Island Aquarium May 2006 - May 2011
Skills
Project Planning, Microsoft Project, Project Coordination, Critical Path Analysis, Python, Chinese Foreign Policy, Public Speaking, Strategic Planning, Microsoft Excel, Data Analysis, Visual Basic, Project Management, Product Development, Earned Value Management, Active DoD Secret..., CPM Scheduling, Master Scheduling, Planning & Scheduling, Excel Models
Education
La Salle University 2010 — 2014
Bachelor's Degree, Finance
Fudan University 2013 — 2014
Bachelor's Degree, Chinese
Riverhead High School 2006 — 2010
Majid Hasan Majid Hasan's Merrill Lynch Global Wealth Management Experience May 2008 - November 2009
Job Managing Partner at Rock One Advisors
Industry Financial Services
Experience
E*TRADE Financial May 2010 - April 2013
Merrill Lynch Global Wealth Management May 2008 - November 2009
Automated Data Processing January 2006 - May 2008
Right Track Healthcare, Inc January 2002 - January 2006
Nortel Networks June 2000 - April 2001
Skills
Strategic Financial..., Process Improvement, Retirement Planning, Analysis, Banking, CRM, Investments, Strategy, Budgets, Business Strategy, Finance, Forecasting, Management, Mutual Funds, Series 7, Financial Planning, Public Speaking, Leadership
Education
University of Phoenix 2005 — 2007
MBA, Business Administration
North Carolina Agricultural and Technical State University 1996 — 2000
BS, Industrial Technology
E*TRADE Financial May 2010 - April 2013
Merrill Lynch Global Wealth Management May 2008 - November 2009
Automated Data Processing January 2006 - May 2008
Right Track Healthcare, Inc January 2002 - January 2006
Nortel Networks June 2000 - April 2001
Skills
Strategic Financial..., Process Improvement, Retirement Planning, Analysis, Banking, CRM, Investments, Strategy, Budgets, Business Strategy, Finance, Forecasting, Management, Mutual Funds, Series 7, Financial Planning, Public Speaking, Leadership
Education
University of Phoenix 2005 — 2007
MBA, Business Administration
North Carolina Agricultural and Technical State University 1996 — 2000
BS, Industrial Technology
Alisa Bachana Jaffe, CFA Alisa Bachana Jaffe, CFA's Merrill Lynch Global Wealth Management Experience January 2005 - January 2009
Job First Vice President, Senior Portfolio Manager Wealth Management
Industry Investment Management
Experience
UBS Wealth Management October 2014 - Present
Morgan Stanley January 2009 - October 2014
Merrill Lynch Global Wealth Management January 2005 - January 2009
Neuberger Berman February 2001 - January 2005
Lehman Brothers July 1988 - September 1992
Skills
Investments, Portfolio Management, Asset Allocation, Securities, Finance, Wealth Management, Equities, Investment Management, Mutual Funds, Investment Strategies, Fixed Income, Financial Services, Capital Markets, Valuation, Risk Management, Investment Advisory, Financial Analysis, Series 63, Asset Management, Wealth, Collaborative Learning, Investment Banking
Education
Barnard College 1981 — 1985
Bachelor of Arts (B.A.), Urban Studies/Affairs
UBS Wealth Management October 2014 - Present
Morgan Stanley January 2009 - October 2014
Merrill Lynch Global Wealth Management January 2005 - January 2009
Neuberger Berman February 2001 - January 2005
Lehman Brothers July 1988 - September 1992
Skills
Investments, Portfolio Management, Asset Allocation, Securities, Finance, Wealth Management, Equities, Investment Management, Mutual Funds, Investment Strategies, Fixed Income, Financial Services, Capital Markets, Valuation, Risk Management, Investment Advisory, Financial Analysis, Series 63, Asset Management, Wealth, Collaborative Learning, Investment Banking
Education
Barnard College 1981 — 1985
Bachelor of Arts (B.A.), Urban Studies/Affairs
Max Shillalies Max Shillalies's Merrill Lynch Global Wealth Management Experience June 2009 - August 2009
Job Prime Brokerage at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Thomson Reuters February 2012 - June 2013
Mediant Communications June 2011 - January 2012
Hamilton College Office of Investments January 2010 - May 2011
TheMarkets.com June 2010 - August 2010
Merrill Lynch Global Wealth Management June 2009 - August 2009
Education
Hamilton College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Lawrence Woodmere Academy 2003 — 2007
Morgan Stanley June 2013 - Present
Thomson Reuters February 2012 - June 2013
Mediant Communications June 2011 - January 2012
Hamilton College Office of Investments January 2010 - May 2011
TheMarkets.com June 2010 - August 2010
Merrill Lynch Global Wealth Management June 2009 - August 2009
Education
Hamilton College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Lawrence Woodmere Academy 2003 — 2007
Lindsey Maxwell Lindsey Maxwell's Merrill Lynch Global Wealth Management Experience September 2008 - December 2008
Job Assistant Branch Manager at Randstad USA
Industry Marketing and Advertising
Experience
Randstad USA February 2015 - Present
Randstad USA August 2013 - Present
Perfect Wedding Guide June 2011 - July 2013
Field House Baltimore February 2011 - June 2011
The CoStar Group January 2010 - March 2011
Merrill Lynch Global Wealth Management September 2008 - December 2008
Skills
Social Media Marketing, Advertising, Sales, Marketing Communications, Online Marketing, Event Planning, Trade Shows, Event Management, Event Marketing Strategy, Corporate Events, Public Relations, Corporate Communications, Email Marketing, Account Management, Marketing Strategy, Online Advertising, Social Networking, Social Media, Marketing, B2B, Press Releases, Cold Calling, Blogging, Management, Training, Recruitment Advertising, Consulting
Education
Salisbury University - Perdue School of Business 2005 — 2009
Bachelor of Science, Marketing
Randstad USA February 2015 - Present
Randstad USA August 2013 - Present
Perfect Wedding Guide June 2011 - July 2013
Field House Baltimore February 2011 - June 2011
The CoStar Group January 2010 - March 2011
Merrill Lynch Global Wealth Management September 2008 - December 2008
Skills
Social Media Marketing, Advertising, Sales, Marketing Communications, Online Marketing, Event Planning, Trade Shows, Event Management, Event Marketing Strategy, Corporate Events, Public Relations, Corporate Communications, Email Marketing, Account Management, Marketing Strategy, Online Advertising, Social Networking, Social Media, Marketing, B2B, Press Releases, Cold Calling, Blogging, Management, Training, Recruitment Advertising, Consulting
Education
Salisbury University - Perdue School of Business 2005 — 2009
Bachelor of Science, Marketing
Andrea Murphy, CFP®'s Merrill Lynch Global Wealth Management Experience 2010 - Present
Job Financial Advisor at Merrill Lynch Global Wealth Management
Industry Banking
Experience
Merrill Lynch Global Wealth Management 2010 - Present
Wells Fargo Bank January 2006 - November 2010
Carolina First Bank March 2004 - January 2006
BB&T January 2001 - March 2004
UNCW 1996 - 2000
Skills
Strategic Financial..., Investments, Finance, Portfolio Management, Banking, Wealth Management, Mortgage Lending, Management, Analysis, Commercial Lending, Credit, Financial Planning, Insurance, Leadership, Loans, Retirement Planning, Strategy
Education
Duke University 2007 — 2008
CFP
BB&T 2001 — 2002
MDP, Management Development Program Associate
University of North Carolina at Wilmington 2000 — 2001
University of North Carolina at Wilmington 1996 — 2000
Bachelor of Science, Finance
Swansea University
Program, Psychology Studies
Merrimack high school 1992 — 1996
Merrill Lynch Global Wealth Management 2010 - Present
Wells Fargo Bank January 2006 - November 2010
Carolina First Bank March 2004 - January 2006
BB&T January 2001 - March 2004
UNCW 1996 - 2000
Skills
Strategic Financial..., Investments, Finance, Portfolio Management, Banking, Wealth Management, Mortgage Lending, Management, Analysis, Commercial Lending, Credit, Financial Planning, Insurance, Leadership, Loans, Retirement Planning, Strategy
Education
Duke University 2007 — 2008
CFP
BB&T 2001 — 2002
MDP, Management Development Program Associate
University of North Carolina at Wilmington 2000 — 2001
University of North Carolina at Wilmington 1996 — 2000
Bachelor of Science, Finance
Swansea University
Program, Psychology Studies
Merrimack high school 1992 — 1996
Andrew Sudran Andrew Sudran's Merrill Lynch Global Wealth Management Experience May 2012 - August 2012
Job Risk Assurance Associate at PwC
Industry Accounting
Experience
PwC December 2013 - Present
JPMorgan Chase June 2013 - August 2013
St. James’s Place Wealth Management January 2013 - April 2013
Merrill Lynch Global Wealth Management May 2012 - August 2012
Rutgers University Center for Math, Science, & Computer Education May 2011 - August 2011
Party Fair June 2008 - August 2008
Skills
Social Media, Training, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Access, Finance, Analysis
Education
Indiana University Bloomington 2010 — 2014
City University (GB) 2013 — 2013
Study Abroad, Finance
Indiana University
2014
Kelley School of Business
Finance; BusinessMicro & Macro EconomicsBusiness Law
PwC December 2013 - Present
JPMorgan Chase June 2013 - August 2013
St. James’s Place Wealth Management January 2013 - April 2013
Merrill Lynch Global Wealth Management May 2012 - August 2012
Rutgers University Center for Math, Science, & Computer Education May 2011 - August 2011
Party Fair June 2008 - August 2008
Skills
Social Media, Training, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Access, Finance, Analysis
Education
Indiana University Bloomington 2010 — 2014
City University (GB) 2013 — 2013
Study Abroad, Finance
Indiana University
2014
Kelley School of Business
Finance; BusinessMicro & Macro EconomicsBusiness Law
Kenneth L Hines Kenneth L Hines's Merrill Lynch Global Wealth Management Experience November 1994 - Present
Job Senior Vice President, Certified Investment Management Consultant CIMA, Wealth Management Advisor , Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Global Wealth Management November 1994 - Present
Paine Webber October 1987 - November 1994
Skills
Retirement, Investment Strategies, Investment Management, Pensions, Financial Advisory, Investment Advisory
Education
Oklahoma College of Banking
Accounting and Finance
University of Central Oklahoma
Biology, General
Merrill Lynch Global Wealth Management November 1994 - Present
Paine Webber October 1987 - November 1994
Skills
Retirement, Investment Strategies, Investment Management, Pensions, Financial Advisory, Investment Advisory
Education
Oklahoma College of Banking
Accounting and Finance
University of Central Oklahoma
Biology, General
Nancy Cerqueira Nancy Cerqueira's Merrill Lynch Global Wealth Management Experience June 2011 - August 2011
Job Benefits Analyst at NFP Corporate Services (NY)
Industry Insurance
Experience
NFP Corporate Services (NY) February 2014 - Present
HR Knowledge August 2013 - February 2014
HR Knowledge June 2013 - August 2013
HR Knowledge February 2013 - May 2013
Stonehill College August 2012 - May 2013
Stonehill College January 2011 - May 2013
Aflac September 2012 - January 2013
Half Moon Restaurant April 2012 - August 2012
Stonehill College Office of Development May 2010 - December 2011
Merrill Lynch Global Wealth Management June 2011 - August 2011
Skills
Spanish, Outlook, Time Management, PowerPoint, Microsoft Word, Training, Microsoft Excel, Public Speaking, Event Planning, Social Media, Community Outreach, Portuguese, Microsoft Office, Research, Facebook, Social Networking, Event Management, Non-profits, Higher Education, Social Media Marketing, Newsletters, Intercultural..., Microsoft Powerpoint, Nonprofits
Education
Stonehill College 2009 — 2013
Bachelor of Arts, International Business Major, Spanish Minor, 3.62/4.0
American University 2011 — 2011
Program, Economics and International Business
NFP Corporate Services (NY) February 2014 - Present
HR Knowledge August 2013 - February 2014
HR Knowledge June 2013 - August 2013
HR Knowledge February 2013 - May 2013
Stonehill College August 2012 - May 2013
Stonehill College January 2011 - May 2013
Aflac September 2012 - January 2013
Half Moon Restaurant April 2012 - August 2012
Stonehill College Office of Development May 2010 - December 2011
Merrill Lynch Global Wealth Management June 2011 - August 2011
Skills
Spanish, Outlook, Time Management, PowerPoint, Microsoft Word, Training, Microsoft Excel, Public Speaking, Event Planning, Social Media, Community Outreach, Portuguese, Microsoft Office, Research, Facebook, Social Networking, Event Management, Non-profits, Higher Education, Social Media Marketing, Newsletters, Intercultural..., Microsoft Powerpoint, Nonprofits
Education
Stonehill College 2009 — 2013
Bachelor of Arts, International Business Major, Spanish Minor, 3.62/4.0
American University 2011 — 2011
Program, Economics and International Business
Victoire Figotin Victoire Figotin's Merrill Lynch Global Wealth Management Experience October 2007 - September 2008
Job Wine Steward at Vons | Founder at Frenchly Yours
Industry Wine and Spirits
Experience
Vons - Safeway Brand August 2014 - Present
Frenchly Yours January 2013 - Present
AAA Food Source - Wines of the World - Chef Exec Suppliers - Rozak Wines October 2012 - December 2013
FANiOC - Franco-American Network in Orange County July 2008 - April 2011
Merrill Lynch Global Wealth Management October 2007 - September 2008
UBS Financial Services Inc May 2005 - October 2007
Fashion TV 2001 - 2002
Victoire Music / Rhythmix 00 33 1997 - 2002
MTV Networks 1999 - 1999
SPRE 1995 - 1996
Skills
Business Development, Marketing, Marketing Communications, International Marketing, Public Relations, Management, Sales, Advertising, Budgets, Negotiation, Business Strategy, Food & Beverage, Leadership, Strategic Planning, Entrepreneurship, Strategy, New Business Development, Project Management, French, Sales Operations, Mergers & Acquisitions, Business Planning, Competitive Analysis, Food, Events, Marketing Strategy, Start-ups, Product Marketing, Wine, Social Media Marketing
Education
Sciences Po
Master, Marketing / Finance
Université Paris-Sorbonne
Master, Economics
Vons - Safeway Brand August 2014 - Present
Frenchly Yours January 2013 - Present
AAA Food Source - Wines of the World - Chef Exec Suppliers - Rozak Wines October 2012 - December 2013
FANiOC - Franco-American Network in Orange County July 2008 - April 2011
Merrill Lynch Global Wealth Management October 2007 - September 2008
UBS Financial Services Inc May 2005 - October 2007
Fashion TV 2001 - 2002
Victoire Music / Rhythmix 00 33 1997 - 2002
MTV Networks 1999 - 1999
SPRE 1995 - 1996
Skills
Business Development, Marketing, Marketing Communications, International Marketing, Public Relations, Management, Sales, Advertising, Budgets, Negotiation, Business Strategy, Food & Beverage, Leadership, Strategic Planning, Entrepreneurship, Strategy, New Business Development, Project Management, French, Sales Operations, Mergers & Acquisitions, Business Planning, Competitive Analysis, Food, Events, Marketing Strategy, Start-ups, Product Marketing, Wine, Social Media Marketing
Education
Sciences Po
Master, Marketing / Finance
Université Paris-Sorbonne
Master, Economics
Abigail Davis Abigail Davis's Merrill Lynch Global Wealth Management Experience June 2015 - Present
Job Wealth Management at Merrill Lynch Global Wealth Management
Industry Investment Management
Experience
Merrill Lynch Global Wealth Management June 2015 - Present
UBS December 2014 - June 2015
Skills
Social Media, Event Planning, Leadership, Social Networking, Public Speaking, Microsoft Excel, Finance, Microsoft Office, Marketing, Public Relations, International Business, Career Development, PowerPoint, Personal Development, Fitness Training, Recruiting, Sales, Business Intelligence, Business Strategy, Business Analysis, Business Development, Communication, Strategic Planning, Professional Writing, World Travel, Political Science, Educational Leadership, Leadership Development, Team Leadership, Negotiation, Market Research, Market Intelligence, Real Estate, Financial Analysis, International Relations, Internal Communications, Investment Strategies, Time Management, Research, Teamwork, Nonprofits, Data Analysis, Fundraising, Social Media Marketing
Education
University of Maine 2010 — 2014
Bachelor of Science (B.S.), Finance & Marketing, International Business Concentration, Graduate
Universitat Autònoma de Barcelona 2012 — 2012
International Finance, International Finance, Junior
Mt. Blue High School 2007 — 2010
Concentrated Education - Business
Merrill Lynch Global Wealth Management June 2015 - Present
UBS December 2014 - June 2015
Skills
Social Media, Event Planning, Leadership, Social Networking, Public Speaking, Microsoft Excel, Finance, Microsoft Office, Marketing, Public Relations, International Business, Career Development, PowerPoint, Personal Development, Fitness Training, Recruiting, Sales, Business Intelligence, Business Strategy, Business Analysis, Business Development, Communication, Strategic Planning, Professional Writing, World Travel, Political Science, Educational Leadership, Leadership Development, Team Leadership, Negotiation, Market Research, Market Intelligence, Real Estate, Financial Analysis, International Relations, Internal Communications, Investment Strategies, Time Management, Research, Teamwork, Nonprofits, Data Analysis, Fundraising, Social Media Marketing
Education
University of Maine 2010 — 2014
Bachelor of Science (B.S.), Finance & Marketing, International Business Concentration, Graduate
Universitat Autònoma de Barcelona 2012 — 2012
International Finance, International Finance, Junior
Mt. Blue High School 2007 — 2010
Concentrated Education - Business
Daniel Phan Daniel Phan's Merrill Lynch Global Wealth Management Experience June 2008 - August 2008
Job Project Manager, North America Strategy & Operations at Mercer
Industry Management Consulting
Experience
Mercer April 2015 - Present
Pacific Alternative Asset Management Company (PAAMCO) September 2012 - April 2015
US Securities and Exchange Commission August 2011 - December 2011
California Office of the Attorney General May 2011 - August 2011
United States Bankruptcy Court May 2010 - August 2010
Merrill Lynch Global Wealth Management June 2008 - August 2008
Education
University of California, Irvine School of Law 2009 — 2012
J.D.
University of California, Berkeley 2005 — 2008
B.A.
Mercer April 2015 - Present
Pacific Alternative Asset Management Company (PAAMCO) September 2012 - April 2015
US Securities and Exchange Commission August 2011 - December 2011
California Office of the Attorney General May 2011 - August 2011
United States Bankruptcy Court May 2010 - August 2010
Merrill Lynch Global Wealth Management June 2008 - August 2008
Education
University of California, Irvine School of Law 2009 — 2012
J.D.
University of California, Berkeley 2005 — 2008
B.A.
Jim Guthrie Jim Guthrie's Merrill Lynch Global Wealth Management Experience June 2000 - April 2007
Job Managing Director of Institutional Relationships / Executive Committee Member at Supernova Companies
Industry Financial Services
Experience
Supernova Companies June 2015 - Present
Promus Capital, LLC January 2014 - Present
David A. Noyes & Company August 2011 - November 2013
First Command Financial Planning June 2010 - July 2011
UBS January 2008 - March 2010
UBS April 2007 - December 2007
Merrill Lynch Global Wealth Management June 2000 - April 2007
Garda May 1988 - December 1999
Skills
Wealth Management, Investments, Strategic Financial..., Securities, Investment Management, Banking, Business Development, Business Planning, Leadership, Sales, Consulting, Executive Management, Portfolio Management, Retirement Planning, Strategy, Mergers & Acquisitions, Coaching, Training, Recruiting, Talent Acquisition, Management, Private Equity, Entrepreneurship, Series 63, Financial Services, Asset Allocation, Financial Analysis, Alternative Investments, Mutual Funds, Credit, Asset Management, Team Building, Fixed Annuities, Sales Management, Finance, Loans, Financial Advisory, Insurance, Equities, Morningstar, Series 7, Fixed Income, Retirement, Wealth, Investment Advisory, Investment Banking, Investment Strategies, Risk Management, Bonds, Estate Planning
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Management
DePaul University College of Law 1983 — 1987
J.D, Law
University of California, Berkeley
B.A, Political Science
Rich East High School 1974 — 1978
Supernova Companies June 2015 - Present
Promus Capital, LLC January 2014 - Present
David A. Noyes & Company August 2011 - November 2013
First Command Financial Planning June 2010 - July 2011
UBS January 2008 - March 2010
UBS April 2007 - December 2007
Merrill Lynch Global Wealth Management June 2000 - April 2007
Garda May 1988 - December 1999
Skills
Wealth Management, Investments, Strategic Financial..., Securities, Investment Management, Banking, Business Development, Business Planning, Leadership, Sales, Consulting, Executive Management, Portfolio Management, Retirement Planning, Strategy, Mergers & Acquisitions, Coaching, Training, Recruiting, Talent Acquisition, Management, Private Equity, Entrepreneurship, Series 63, Financial Services, Asset Allocation, Financial Analysis, Alternative Investments, Mutual Funds, Credit, Asset Management, Team Building, Fixed Annuities, Sales Management, Finance, Loans, Financial Advisory, Insurance, Equities, Morningstar, Series 7, Fixed Income, Retirement, Wealth, Investment Advisory, Investment Banking, Investment Strategies, Risk Management, Bonds, Estate Planning
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Management
DePaul University College of Law 1983 — 1987
J.D, Law
University of California, Berkeley
B.A, Political Science
Rich East High School 1974 — 1978
Sam Caust's Merrill Lynch Global Wealth Management Experience June 2010 - July 2010
Job Institutional Sales
Industry Financial Services
Experience
Broadridge Financial Solutions May 2014 - Present
Financial Times September 2011 - May 2014
Warner Music Group August 2010 - January 2011
Merrill Lynch Global Wealth Management June 2010 - July 2010
Skills
Financial Analysis, Investment Sales, Building Relationships, Institutional Research, Asset Allocation, Mutual Funds, Investment Management, Capital Markets, CRM, Management, Strategic Financial..., Sales, Institutional..., Asset Management, Financial Services, Investments, Interviews, Bonds, Hedge Funds, Valuation, Business Development, Applicant Tracking..., Equities, Competitive Analysis
Education
Cornell University, School of Industrial & Labor Relations 2009 — 2011
Bachelors of Science, Industrial and Labor Relations
Nassau Community College 2007 — 2009
Associates of Arts, Sciences
Broadridge Financial Solutions May 2014 - Present
Financial Times September 2011 - May 2014
Warner Music Group August 2010 - January 2011
Merrill Lynch Global Wealth Management June 2010 - July 2010
Skills
Financial Analysis, Investment Sales, Building Relationships, Institutional Research, Asset Allocation, Mutual Funds, Investment Management, Capital Markets, CRM, Management, Strategic Financial..., Sales, Institutional..., Asset Management, Financial Services, Investments, Interviews, Bonds, Hedge Funds, Valuation, Business Development, Applicant Tracking..., Equities, Competitive Analysis
Education
Cornell University, School of Industrial & Labor Relations 2009 — 2011
Bachelors of Science, Industrial and Labor Relations
Nassau Community College 2007 — 2009
Associates of Arts, Sciences
Michael Cowles CLU, CFP's Merrill Lynch Global Wealth Management Experience May 2010 - Present
Job Financial Advisor Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch Global Wealth Management May 2010 - Present
Key Bank August 2000 - February 2009
Mass Mutual April 1992 - August 2000
General Electric December 1989 - April 1992
EG&G Inc December 1986 - December 1989
Skills
Series 63, Financial Analysis, Strategic Financial..., Mergers, Financial Reporting, Asset Allocation, Mutual Funds, Financial Advisory, Securities, Asset Managment, Retirement, Wealth Management...
Education
Bryant University 1987 — 1990
Masters Degree, Taxation
Bentley University 1980 — 1984
Bachelor's degree Accounting
Merrill Lynch Global Wealth Management May 2010 - Present
Key Bank August 2000 - February 2009
Mass Mutual April 1992 - August 2000
General Electric December 1989 - April 1992
EG&G Inc December 1986 - December 1989
Skills
Series 63, Financial Analysis, Strategic Financial..., Mergers, Financial Reporting, Asset Allocation, Mutual Funds, Financial Advisory, Securities, Asset Managment, Retirement, Wealth Management...
Education
Bryant University 1987 — 1990
Masters Degree, Taxation
Bentley University 1980 — 1984
Bachelor's degree Accounting
Ed Janeczek's Merrill Lynch Global Wealth Management Experience June 2009 - August 2009
Job Internal Sales Consultant at Franklin Square Capital Partners
Industry Venture Capital & Private Equity
Experience
Franklin Square Capital Partners July 2013 - Present
Franklin Square Capital Partners December 2011 - July 2013
Fenner Drives August 2010 - December 2011
College Hunks Hauling Junk February 2007 - August 2010
Merrill Lynch Global Wealth Management June 2009 - August 2009
Skills
Private Equity, Private Debt, Alternative Investments, BDCs, Brand Development, Consultative Selling, Loan Origination, Investments, LIBOR, Sales, Account Management, Salesforce.com, Selling, Sales Operations, Management, Sales Management, New Business Development, Customer Service, B2B, Analysis, Series 7, Finance, Entrepreneurship, Marketing, Mutual Funds, Asset Management, Consumer Debt
Education
University of Central Florida 2006 — 2010
Bachelor of Science, Business Administration; Economics
Franklin Square Capital Partners July 2013 - Present
Franklin Square Capital Partners December 2011 - July 2013
Fenner Drives August 2010 - December 2011
College Hunks Hauling Junk February 2007 - August 2010
Merrill Lynch Global Wealth Management June 2009 - August 2009
Skills
Private Equity, Private Debt, Alternative Investments, BDCs, Brand Development, Consultative Selling, Loan Origination, Investments, LIBOR, Sales, Account Management, Salesforce.com, Selling, Sales Operations, Management, Sales Management, New Business Development, Customer Service, B2B, Analysis, Series 7, Finance, Entrepreneurship, Marketing, Mutual Funds, Asset Management, Consumer Debt
Education
University of Central Florida 2006 — 2010
Bachelor of Science, Business Administration; Economics
Robert Moreland Robert Moreland's Merrill Lynch Global Wealth Management Experience June 2008 - June 2012
Job Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2012 - Present
Merrill Lynch Global Wealth Management June 2008 - June 2012
Smith Barney October 2006 - June 2008
Education
Towson University 1996 — 2000
Business Finance
Wells Fargo Advisors May 2012 - Present
Merrill Lynch Global Wealth Management June 2008 - June 2012
Smith Barney October 2006 - June 2008
Education
Towson University 1996 — 2000
Business Finance
Thomas Albertson's Merrill Lynch Global Wealth Management Experience March 2012 - April 2013
Job Risk Management Professional
Industry Financial Services
Experience
Merrill Lynch Global Wealth Management March 2012 - April 2013
Gerson Lehrman Group January 2011 - March 2012
Jefferies & Company March 2009 - December 2010
Bear, Stearns & Co. Inc. February 2004 - October 2007
Fitch Ratings March 1998 - February 2004
The Money Store August 1996 - February 1998
Skills
Structured Finance, Fixed Income, Securitization, Credit Risk, Investments, Credit, Loans, Finance, Risk Management, Mortgage Lending, Capital Markets, MBS, Financial Services
Education
The George Washington University - School of Business 1988 — 1990
MBA, Finance and Investments
Duke University 1978 — 1982
Merrill Lynch Global Wealth Management March 2012 - April 2013
Gerson Lehrman Group January 2011 - March 2012
Jefferies & Company March 2009 - December 2010
Bear, Stearns & Co. Inc. February 2004 - October 2007
Fitch Ratings March 1998 - February 2004
The Money Store August 1996 - February 1998
Skills
Structured Finance, Fixed Income, Securitization, Credit Risk, Investments, Credit, Loans, Finance, Risk Management, Mortgage Lending, Capital Markets, MBS, Financial Services
Education
The George Washington University - School of Business 1988 — 1990
MBA, Finance and Investments
Duke University 1978 — 1982
Micah Reed Micah Reed's Merrill Lynch Global Wealth Management Experience April 2011 - April 2012
Job Senior Account Representative at Rosland Capital
Industry Financial Services
Experience
Rosland Capital May 2012 - Present
Merrill Lynch April 2011 - May 2012
Merrill Lynch Global Wealth Management April 2011 - April 2012
Air2Water March 2009 - March 2011
Ojai Valley Inn & Spa May 2010 - November 2010
UCLA Football 2004 - 2008
Skills
Investments, Sales, Direct Sales, Account Management, Financial Analysis, Microsoft Excel, Customer Service, Team Building, Microsoft Word, Negotiation, Event Planning, Microsoft Office, Marketing Strategy, Event Management, Economics, Social Media Marketing, Public Relations, Advertising, Budget, Forecasting, Finance
Education
University of California, Los Angeles 2004 — 2009
BA, History
Rosland Capital May 2012 - Present
Merrill Lynch April 2011 - May 2012
Merrill Lynch Global Wealth Management April 2011 - April 2012
Air2Water March 2009 - March 2011
Ojai Valley Inn & Spa May 2010 - November 2010
UCLA Football 2004 - 2008
Skills
Investments, Sales, Direct Sales, Account Management, Financial Analysis, Microsoft Excel, Customer Service, Team Building, Microsoft Word, Negotiation, Event Planning, Microsoft Office, Marketing Strategy, Event Management, Economics, Social Media Marketing, Public Relations, Advertising, Budget, Forecasting, Finance
Education
University of California, Los Angeles 2004 — 2009
BA, History
John Thunander's Merrill Lynch Global Wealth Management Experience June 2009 - August 2009
Job Area Sales Manager at MillerCoors
Industry Food & Beverages
Experience
MillerCoors October 2014 - Present
MillerCoors June 2013 - October 2014
TEAM Enterprises July 2011 - June 2013
Konica Minolta Business Solutions July 2010 - July 2011
AmeriCorps University of Dayton Semester of Service January 2010 - August 2010
University of Dayton August 2006 - May 2010
University of Dayton School of Business Administration January 2008 - December 2009
Merrill Lynch Global Wealth Management June 2009 - August 2009
Hinsdale Golf Club May 2009 - August 2009
Procter & Gamble September 2008 - December 2008
Skills
Social Media, Market Research, Marketing, Event Management, Sales, Integrated Marketing, Time Management, Public Speaking, Teamwork, Social Media Marketing, Event Planning, Microsoft Office, PowerPoint, Leadership, CRM
Education
University of Dayton 2006 — 2010
BA, Finance and Marketing with emphasis in Sales Management
MillerCoors October 2014 - Present
MillerCoors June 2013 - October 2014
TEAM Enterprises July 2011 - June 2013
Konica Minolta Business Solutions July 2010 - July 2011
AmeriCorps University of Dayton Semester of Service January 2010 - August 2010
University of Dayton August 2006 - May 2010
University of Dayton School of Business Administration January 2008 - December 2009
Merrill Lynch Global Wealth Management June 2009 - August 2009
Hinsdale Golf Club May 2009 - August 2009
Procter & Gamble September 2008 - December 2008
Skills
Social Media, Market Research, Marketing, Event Management, Sales, Integrated Marketing, Time Management, Public Speaking, Teamwork, Social Media Marketing, Event Planning, Microsoft Office, PowerPoint, Leadership, CRM
Education
University of Dayton 2006 — 2010
BA, Finance and Marketing with emphasis in Sales Management
Winni Xu Winni Xu's Merrill Lynch Global Wealth Management Experience September 2009 - December 2009
Job Graduate Student in Enterprise Risk Management at Queens College
Industry Accounting
Experience
PricewaterhouseCoopers January 2011 - September 2012
Toastmasters International-Queens College August 2010 - January 2011
New York Cares August 2010 - October 2010
Ascend, Pan-Asian Leaders May 2008 - May 2010
VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM January 2010 - April 2010
Merrill Lynch, Global Wealth Management September 2009 - December 2009
Municipal Credit Union (MCU) January 2009 - May 2009
Skills
Leadership, Tax Preparation, Accounting, Financial Analysis, QuickBooks
Education
Queens College 2010 — 2012
Master of Science, Enterprise Risk Management
Queens College 2007 — 2010
Bachelor of Arts, Accounting and Economics
Shanghai Business School 2003 — 2006
Associate, Accounting-ACCA Track
PricewaterhouseCoopers January 2011 - September 2012
Toastmasters International-Queens College August 2010 - January 2011
New York Cares August 2010 - October 2010
Ascend, Pan-Asian Leaders May 2008 - May 2010
VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM January 2010 - April 2010
Merrill Lynch, Global Wealth Management September 2009 - December 2009
Municipal Credit Union (MCU) January 2009 - May 2009
Skills
Leadership, Tax Preparation, Accounting, Financial Analysis, QuickBooks
Education
Queens College 2010 — 2012
Master of Science, Enterprise Risk Management
Queens College 2007 — 2010
Bachelor of Arts, Accounting and Economics
Shanghai Business School 2003 — 2006
Associate, Accounting-ACCA Track
James DeStefano James DeStefano's Merrill Lynch Global Wealth Management Experience September 2009 - December 2009
Job Marketing Coordinator at Samsung Electronics America
Industry Marketing and Advertising
Experience
Samsung Electronics America March 2011 - Present
L'Oréal July 2010 - November 2010
LG Electronics April 2010 - July 2010
Premier Parking Enterprises January 2003 - April 2010
Merrill Lynch Global Wealth Management September 2009 - December 2009
Skills
Marketing, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Product Marketing, Marketing Strategy, Competitive Analysis, Marketing Communications, Multi-channel Marketing, Marketing Management, B2B, Market Research, Strategic Partnerships, Market Analysis, B2B Marketing, SAP
Education
Montclair State University
B.S. Business Administration W/conc Managment
Samsung Electronics America March 2011 - Present
L'Oréal July 2010 - November 2010
LG Electronics April 2010 - July 2010
Premier Parking Enterprises January 2003 - April 2010
Merrill Lynch Global Wealth Management September 2009 - December 2009
Skills
Marketing, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Product Marketing, Marketing Strategy, Competitive Analysis, Marketing Communications, Multi-channel Marketing, Marketing Management, B2B, Market Research, Strategic Partnerships, Market Analysis, B2B Marketing, SAP
Education
Montclair State University
B.S. Business Administration W/conc Managment
Lisa Shalett Lisa Shalett's Merrill Lynch Global Wealth Management Experience January 2011 - April 2013
Job Head of Investment and Portfolio Solutions at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management September 2013 - Present
WFUV 2006 - Present
Merrill Lynch Global Wealth Management January 2011 - April 2013
AllianceBernstein February 2007 - October 2010
Sanford C. Bernstein October 2002 - February 2007
Sanford C. Bernstein January 2000 - October 2002
Sanford C. Bernstein January 1995 - January 2000
The Boston Consulting Group 1989 - 1994
Skills
Equities, Investments, Asset Allocation, Alternative Investments, Hedge Funds, Asset Management, Investment Strategies, Portfolio Management, Leadership, Investment Management, Fixed Income, Wealth Management, Investment Advisory, Venture Capital, Equity Research, Capital Raising, Trading Strategies, Equity Derivatives, Strategic Planning, Asset Managment, Emerging Markets, Financial Modeling, Financial Advisory, LBO, Capital Markets
Education
Harvard Business School 1987 — 1989
MBA, General Management, Finance
Brown University 1981 — 1985
Sc.B, Applied Math/Economics
Morgan Stanley Wealth Management September 2013 - Present
WFUV 2006 - Present
Merrill Lynch Global Wealth Management January 2011 - April 2013
AllianceBernstein February 2007 - October 2010
Sanford C. Bernstein October 2002 - February 2007
Sanford C. Bernstein January 2000 - October 2002
Sanford C. Bernstein January 1995 - January 2000
The Boston Consulting Group 1989 - 1994
Skills
Equities, Investments, Asset Allocation, Alternative Investments, Hedge Funds, Asset Management, Investment Strategies, Portfolio Management, Leadership, Investment Management, Fixed Income, Wealth Management, Investment Advisory, Venture Capital, Equity Research, Capital Raising, Trading Strategies, Equity Derivatives, Strategic Planning, Asset Managment, Emerging Markets, Financial Modeling, Financial Advisory, LBO, Capital Markets
Education
Harvard Business School 1987 — 1989
MBA, General Management, Finance
Brown University 1981 — 1985
Sc.B, Applied Math/Economics
Dimitar S. Arabadzhiev, MBA, CRPC®, Dimitar S. Arabadzhiev, MBA, CRPC®,'s Merrill Lynch Global Wealth Management Experience October 2008 - Present
Job Vice President / Senior Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Global Wealth Management October 2008 - Present
Bank of America Premier Banking & Investments May 2005 - October 2008
Fleet Boston / Bank of America May 2002 - May 2005
Citi / Smith Barney January 2002 - May 2002
Skills
Retirement Planning, Relationship Mgmt, Series 7, Portfolio Management, Investments, Hedge Funds, Strategic Financial..., Loans, Finance, Risk Management, Private Equity, Investment Management, Alternative Investments, Equities, Mutual Funds, Financial Modeling, Financial Analysis, Investment Strategies, Financial Services, Asset Management
Education
Providence College 2004 — 2006
MBA, Finance
Southwestern University 1996 — 2000
BSBA, Economics & Management
Economics High School 1991 — 1996
Diploma, Economics & German Language
Merrill Lynch Global Wealth Management October 2008 - Present
Bank of America Premier Banking & Investments May 2005 - October 2008
Fleet Boston / Bank of America May 2002 - May 2005
Citi / Smith Barney January 2002 - May 2002
Skills
Retirement Planning, Relationship Mgmt, Series 7, Portfolio Management, Investments, Hedge Funds, Strategic Financial..., Loans, Finance, Risk Management, Private Equity, Investment Management, Alternative Investments, Equities, Mutual Funds, Financial Modeling, Financial Analysis, Investment Strategies, Financial Services, Asset Management
Education
Providence College 2004 — 2006
MBA, Finance
Southwestern University 1996 — 2000
BSBA, Economics & Management
Economics High School 1991 — 1996
Diploma, Economics & German Language
Alan T. Wragg Alan T. Wragg's Merrill Lynch Global Wealth Management Experience January 2006 - Present
Job Financial Advisor, Private Wealth Management
Industry Investment Management
Experience
Merrill Lynch - Global Wealth Management January 2006 - Present
Iris Wireless, LLC January 2002 - January 2006
About.com June 1996 - December 2001
TVSM June 1987 - June 1996
Time Inc. March 1977 - February 1987
Education
Adelphi University 1975 — 1977
M.B.A., Business
Cleveland State University 1962 — 1966
BBA, Business - Marketing
Merrill Lynch - Global Wealth Management January 2006 - Present
Iris Wireless, LLC January 2002 - January 2006
About.com June 1996 - December 2001
TVSM June 1987 - June 1996
Time Inc. March 1977 - February 1987
Education
Adelphi University 1975 — 1977
M.B.A., Business
Cleveland State University 1962 — 1966
BBA, Business - Marketing
Clara Allen Clara Allen's Merrill Lynch Global Wealth Management Experience October 2009 - December 2010
Job Associate Director Administrative Manager at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management August 2013 - Present
Merrill Lynch Private Banking and Investment Group December 2010 - August 2013
Merrill Lynch Global Wealth Management October 2009 - December 2010
Merrill Lynch Global Wealth Management June 2007 - October 2009
Gain Capital - Forex.com July 2006 - June 2007
Skills
Training, Risk Management, Strategy, Management, Leadership, Finance, Human Resources, Investments, Securities, Wealth Management, Options, Sales, FX Options, FINRA, Recruiting, Series 7, Financial Services, Equities
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Arts, Political Science, Philosophy
UBS Private Wealth Management August 2013 - Present
Merrill Lynch Private Banking and Investment Group December 2010 - August 2013
Merrill Lynch Global Wealth Management October 2009 - December 2010
Merrill Lynch Global Wealth Management June 2007 - October 2009
Gain Capital - Forex.com July 2006 - June 2007
Skills
Training, Risk Management, Strategy, Management, Leadership, Finance, Human Resources, Investments, Securities, Wealth Management, Options, Sales, FX Options, FINRA, Recruiting, Series 7, Financial Services, Equities
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Arts, Political Science, Philosophy
Drew Considine Drew Considine's Merrill Lynch Global Wealth Management Experience May 2011 - August 2011
Job Analyst at BNP Paribas
Industry Financial Services
Experience
BNP Paribas August 2014 - Present
J.P. Morgan July 2013 - August 2014
Minutemen Equity Fund September 2011 - May 2013
Therapeutic Systems September 2012 - April 2013
J.P. Morgan June 2012 - August 2012
UMASS Center for Student Business January 2010 - May 2012
University of Massachusetts Amherst September 2011 - December 2011
Merrill Lynch Global Wealth Management May 2011 - August 2011
Suffolk Construction April 2009 - May 2009
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
BBA, Finance
NYU School of Professional Studies
Real Estate Investment Management
Thayer Academy, class of 2009
BNP Paribas August 2014 - Present
J.P. Morgan July 2013 - August 2014
Minutemen Equity Fund September 2011 - May 2013
Therapeutic Systems September 2012 - April 2013
J.P. Morgan June 2012 - August 2012
UMASS Center for Student Business January 2010 - May 2012
University of Massachusetts Amherst September 2011 - December 2011
Merrill Lynch Global Wealth Management May 2011 - August 2011
Suffolk Construction April 2009 - May 2009
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
BBA, Finance
NYU School of Professional Studies
Real Estate Investment Management
Thayer Academy, class of 2009
Kyle Cornfield's Merrill Lynch Global Wealth Management Experience June 2008 - July 2010
Job Analyst at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management May 2015 - Present
UBS Wealth Management November 2014 - May 2015
Merrill Lynch Global Wealth Management June 2008 - July 2010
Merrill Lynch Global Wealth Management January 2008 - May 2008
Skills
Microsoft Word, Microsoft Excel, Fortran, C++, Matlab, Mathematica, SPSS, Unix, Salesforce.com, Financial Analysis, Data Analysis, Bloomberg, Finance, Statistics, Capital Markets
Education
Lynchburg College
Bachelor's Degree, Financial Economics
UBS Wealth Management May 2015 - Present
UBS Wealth Management November 2014 - May 2015
Merrill Lynch Global Wealth Management June 2008 - July 2010
Merrill Lynch Global Wealth Management January 2008 - May 2008
Skills
Microsoft Word, Microsoft Excel, Fortran, C++, Matlab, Mathematica, SPSS, Unix, Salesforce.com, Financial Analysis, Data Analysis, Bloomberg, Finance, Statistics, Capital Markets
Education
Lynchburg College
Bachelor's Degree, Financial Economics
Alex Sorci's Merrill Lynch Global Wealth Management Experience June 2011 - December 2011
Job
Industry Real Estate
Experience
Satori Investments Inc October 2013 - Present
Deloitte Tax LLP October 2012 - October 2013
Satori Investments Inc January 2009 - October 2012
Merrill Lynch Global Wealth Management June 2011 - December 2011
Wells Fargo Bank January 2009 - October 2009
Education
Sonoma State University 2007 — 2012
Bachelor of Science (B.S.)
Scotts Valley High School 2004 — 2007
Archbishop Mitty High School 2003 — 2004
Satori Investments Inc October 2013 - Present
Deloitte Tax LLP October 2012 - October 2013
Satori Investments Inc January 2009 - October 2012
Merrill Lynch Global Wealth Management June 2011 - December 2011
Wells Fargo Bank January 2009 - October 2009
Education
Sonoma State University 2007 — 2012
Bachelor of Science (B.S.)
Scotts Valley High School 2004 — 2007
Archbishop Mitty High School 2003 — 2004
Stephen J. Cross Stephen J. Cross's Merrill Lynch Global Wealth Management Experience April 2000 - February 2009
Job President & LPL Registered Principal
Industry Financial Services
Experience
Cross Financial Strategies, LLC February 2009 - Present
Financial Roundtable Radio Show- KEOM 88.5 FM 2009 - 2010
Merrill Lynch Global Wealth Management April 2000 - February 2009
Del Monte Foods April 1998 - April 2000
The Coca-Cola Company, Minute Maid Division March 1996 - April 1998
Nestle Foodservice 1988 - 1996
Skills
Investments, Retirement Planning, Securities, Asset Management, Financial Services, Investment Advisory, Series 7, Financial Advisory, Estate Planning, Portfolio Management, Wealth Management, Asset Managment
Education
University of South Carolina - The Moore School of Business 1984 — 1987
B.S., Finance
Clemson University 1982 — 1983
Business, Finance
Cross Financial Strategies, LLC February 2009 - Present
Financial Roundtable Radio Show- KEOM 88.5 FM 2009 - 2010
Merrill Lynch Global Wealth Management April 2000 - February 2009
Del Monte Foods April 1998 - April 2000
The Coca-Cola Company, Minute Maid Division March 1996 - April 1998
Nestle Foodservice 1988 - 1996
Skills
Investments, Retirement Planning, Securities, Asset Management, Financial Services, Investment Advisory, Series 7, Financial Advisory, Estate Planning, Portfolio Management, Wealth Management, Asset Managment
Education
University of South Carolina - The Moore School of Business 1984 — 1987
B.S., Finance
Clemson University 1982 — 1983
Business, Finance
Samuel Sortisio Samuel Sortisio's Merrill Lynch Global Wealth Management Experience January 2008 - July 2008
Job Director, Corporate Partnerships & Legal Counsel at Florida Panthers
Industry Legal Services
Experience
Florida Panthers November 2013 - Present
Kings County District Attorneys Office May 2012 - April 2013
New York Police Department of Advocates January 2012 - April 2012
Gibson, McAskill May 2011 - August 2011
Obrien Boyd PC May 2010 - August 2010
Buffalo Bills July 2008 - August 2008
Merrill Lynch Global Wealth Management January 2008 - July 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, C++, C, Java, Customer Service, HTML, Research, Matlab, Social Media, AutoCAD, Teamwork, Public Speaking, Illustrator, English, Windows, SQL
Education
Brooklyn Law School 2010 — 2013
Juris Doctor
Fordham University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Canisius High School 2002 — 2006
HS Diploma
Florida Panthers November 2013 - Present
Kings County District Attorneys Office May 2012 - April 2013
New York Police Department of Advocates January 2012 - April 2012
Gibson, McAskill May 2011 - August 2011
Obrien Boyd PC May 2010 - August 2010
Buffalo Bills July 2008 - August 2008
Merrill Lynch Global Wealth Management January 2008 - July 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, C++, C, Java, Customer Service, HTML, Research, Matlab, Social Media, AutoCAD, Teamwork, Public Speaking, Illustrator, English, Windows, SQL
Education
Brooklyn Law School 2010 — 2013
Juris Doctor
Fordham University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Canisius High School 2002 — 2006
HS Diploma
Joseph M Hubbell Joseph M Hubbell's Merrill Lynch Global Wealth Management Experience November 2012 - Present
Job Managing Director Wealth Mangement at Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch Global Wealth Management November 2012 - Present
JP Morgan Securities LLC March 2010 - November 2012
UBS January 1995 - March 2010
Skills
Executive Management, Alternative Investments, Equities, Fixed Income, Derivatives, Capital Markets, Private Banking, Asset Management, IPS Formation, Risk Management, Insurance, Real Estate, FINRA Board Of..., Series 7, 63, 65, 8, 3, Securities, Hedge Funds, Series 7, Electronic Trading, Investments, Portfolio Management, FINRA, Asset Managment, Wealth Management, Series 63
Education
Fordham University 1980 — 1984
Bachelor of Arts (BA), Political Science and Government
Niagara University 1980 — 1982
Associate's degree, Political Science and Government
Merrill Lynch Global Wealth Management November 2012 - Present
JP Morgan Securities LLC March 2010 - November 2012
UBS January 1995 - March 2010
Skills
Executive Management, Alternative Investments, Equities, Fixed Income, Derivatives, Capital Markets, Private Banking, Asset Management, IPS Formation, Risk Management, Insurance, Real Estate, FINRA Board Of..., Series 7, 63, 65, 8, 3, Securities, Hedge Funds, Series 7, Electronic Trading, Investments, Portfolio Management, FINRA, Asset Managment, Wealth Management, Series 63
Education
Fordham University 1980 — 1984
Bachelor of Arts (BA), Political Science and Government
Niagara University 1980 — 1982
Associate's degree, Political Science and Government
DeAnna Book DeAnna Book's Merrill Lynch Global Wealth Management Experience April 2015 - Present
Job Merrill Lynch Wealth Management
Industry Banking
Experience
Merrill Lynch Global Wealth Management April 2015 - Present
Bank of the West May 2010 - April 2015
WELLS FARGO BANK April 2005 - April 2010
A.G. Edwards & Sons, Inc. January 1999 - January 2005
Law Offices of John E Larson II and Guy B Rencher III February 1995 - January 1998
Skills
Credit, Financial Services, Wealth Management, Deposits, Mortgage Lending, Banking, Insurance, Business Coaching, New Business Development, Commercial Banking, Notary Public, Estate Planning, Small Business Lending, Paralegal/Legal..., Home Equity Loans, Business Relationship..., Banking Relationships, Business Networking, NMLS Licensed, S.A.F.E. registered, Leadership, Training, Loans, Investments, Loan Origination, Sales, Customer Satisfaction, Consumer Lending, Cash Management, Underwriting, Finance, CRM, Cross Selling, Branch Banking, Relationship Management, Mortgage Banking, Human Resources, Refinance, Retail Banking, Lines Of Credit, Residential Mortgages, FHA, Commercial Mortgages, Private Banking, Selling, Branch Management, SBA, Sales Management, Portfolio Management, Construction Loans
Education
JFK University
ASSOCIATES OF ARTS, PARALEGAL
Merrill Lynch Global Wealth Management April 2015 - Present
Bank of the West May 2010 - April 2015
WELLS FARGO BANK April 2005 - April 2010
A.G. Edwards & Sons, Inc. January 1999 - January 2005
Law Offices of John E Larson II and Guy B Rencher III February 1995 - January 1998
Skills
Credit, Financial Services, Wealth Management, Deposits, Mortgage Lending, Banking, Insurance, Business Coaching, New Business Development, Commercial Banking, Notary Public, Estate Planning, Small Business Lending, Paralegal/Legal..., Home Equity Loans, Business Relationship..., Banking Relationships, Business Networking, NMLS Licensed, S.A.F.E. registered, Leadership, Training, Loans, Investments, Loan Origination, Sales, Customer Satisfaction, Consumer Lending, Cash Management, Underwriting, Finance, CRM, Cross Selling, Branch Banking, Relationship Management, Mortgage Banking, Human Resources, Refinance, Retail Banking, Lines Of Credit, Residential Mortgages, FHA, Commercial Mortgages, Private Banking, Selling, Branch Management, SBA, Sales Management, Portfolio Management, Construction Loans
Education
JFK University
ASSOCIATES OF ARTS, PARALEGAL
BRUCE BOEHMCKE BRUCE BOEHMCKE's Merrill Lynch Global Wealth Management Experience February 1995 - January 2010
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services Inc January 2010 - Present
Merrill Lynch-Global Wealth Management February 1995 - January 2010
W.J.Nolan & Co. Inc. , a member of NYSE 1988 - 1995
ITT World Communications Inc. 1980 - 1988
Education
Villanova University
B.S., Villanova School of Business
Albertus Magnus College
Personal Financial Planning (CFP) Program
Chaminade High School
Ameriprise Financial Services Inc January 2010 - Present
Merrill Lynch-Global Wealth Management February 1995 - January 2010
W.J.Nolan & Co. Inc. , a member of NYSE 1988 - 1995
ITT World Communications Inc. 1980 - 1988
Education
Villanova University
B.S., Villanova School of Business
Albertus Magnus College
Personal Financial Planning (CFP) Program
Chaminade High School
Sarah Yoon Sarah Yoon's Merrill Lynch Global Wealth Management Experience June 2006 - August 2006
Job Financial Analyst at Arup
Industry Architecture & Planning
Experience
Arup October 2013 - Present
Viacom Media Networks - International Finance November 2011 - October 2013
Paramount Pictures - Marketing Finance April 2008 - November 2011
Flextronics - FP&A June 2007 - August 2007
Merrill Lynch - Global Wealth Management June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Budgets, Analysis, Social Media
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, San Diego 2004 — 2007
B.A., Economics
Arup October 2013 - Present
Viacom Media Networks - International Finance November 2011 - October 2013
Paramount Pictures - Marketing Finance April 2008 - November 2011
Flextronics - FP&A June 2007 - August 2007
Merrill Lynch - Global Wealth Management June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Budgets, Analysis, Social Media
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, San Diego 2004 — 2007
B.A., Economics
Adam Muro Adam Muro's Merrill Lynch Global Wealth Management Experience September 2008 - August 2009
Job Cross Sector Equity Research Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
Goldman Sachs July 2012 - Present
Goldman Sachs May 2010 - July 2012
Macalester College 2006 - May 2010
Merrill Lynch Global Wealth Management September 2008 - August 2009
Goldman Sachs Global Leaders Program April 2008 - July 2008
Rex Attorneys Corporate Law Firm May 2008 - June 2008
Arusha Modern School January 2008 - February 2008
Pearson Longman and Radar Education April 2006 - August 2006
Skills
Investment Banking, Financial Analysis, Financial Accounting, Economics, Security Analysis, Bloomberg, Financial Modeling, Valuation, Econometrics, Corporate Finance, Data Analysis, Investments, Due Diligence, Asset Management, Competitive Analysis, Market Research, Statistics, Team Leadership
Education
Macalester College 2006 — 2010
BA, Economics (Finance), Political Science, Statistics
United World College of Southern Africa 1999 — 2005
International Baccalaureate Diploma, Economics
Goldman Sachs July 2014 - Present
Goldman Sachs July 2012 - Present
Goldman Sachs May 2010 - July 2012
Macalester College 2006 - May 2010
Merrill Lynch Global Wealth Management September 2008 - August 2009
Goldman Sachs Global Leaders Program April 2008 - July 2008
Rex Attorneys Corporate Law Firm May 2008 - June 2008
Arusha Modern School January 2008 - February 2008
Pearson Longman and Radar Education April 2006 - August 2006
Skills
Investment Banking, Financial Analysis, Financial Accounting, Economics, Security Analysis, Bloomberg, Financial Modeling, Valuation, Econometrics, Corporate Finance, Data Analysis, Investments, Due Diligence, Asset Management, Competitive Analysis, Market Research, Statistics, Team Leadership
Education
Macalester College 2006 — 2010
BA, Economics (Finance), Political Science, Statistics
United World College of Southern Africa 1999 — 2005
International Baccalaureate Diploma, Economics
Paul E. Lee's Merrill Lynch Global Wealth Management Experience August 1993 - January 2009
Job Director | Omni Wealth Management Group | UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2009 - Present
Presbyterian Church (USA) October 2008 - Present
American Corporate Partners (ACP) August 2014 - Present
Merrill Lynch Global Wealth Management August 1993 - January 2009
Altschuler, Melvoin & Glasser September 1990 - July 1993
Skills
401(k) / Profit Sharing..., Alternative Investments, Asset Protection, Business Valuation, Charitable Giving, Concentrated Stock..., Equity Derivatives, Estate Planning, Investment Banking, Long Term Care, Mergers & Acquitistions, Portfolio Management, Private Banking, Transition Planning, Wealth Preservation..., Wealth, Long-term Care, Retirement, Retirement Planning, Charities, Investment Management, Wealth Management, Financial Advisory, Strategic Financial..., Leadership, Uniform Combined State..., Series 7, Asset Allocation, Asset Management, Finance, Investment Advisory, Insurance, Mutual Funds, High Net Worth..., Valuation, Wealth Management..., 401k, Securities, Series 63, Investment Strategies, Fixed Income, Equities, IRAs, FINRA, 401k Rollovers
Education
Indiana University - Kelley School of Business 1986 — 1990
B.S., Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business
Advanced Portfolio Management
College for Financial Planning 2006 — 2010
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Center for Fidicuary Studies, Accredited Investment Fiduciary®
Niles North High School 1982 — 1986
UBS Financial Services February 2009 - Present
Presbyterian Church (USA) October 2008 - Present
American Corporate Partners (ACP) August 2014 - Present
Merrill Lynch Global Wealth Management August 1993 - January 2009
Altschuler, Melvoin & Glasser September 1990 - July 1993
Skills
401(k) / Profit Sharing..., Alternative Investments, Asset Protection, Business Valuation, Charitable Giving, Concentrated Stock..., Equity Derivatives, Estate Planning, Investment Banking, Long Term Care, Mergers & Acquitistions, Portfolio Management, Private Banking, Transition Planning, Wealth Preservation..., Wealth, Long-term Care, Retirement, Retirement Planning, Charities, Investment Management, Wealth Management, Financial Advisory, Strategic Financial..., Leadership, Uniform Combined State..., Series 7, Asset Allocation, Asset Management, Finance, Investment Advisory, Insurance, Mutual Funds, High Net Worth..., Valuation, Wealth Management..., 401k, Securities, Series 63, Investment Strategies, Fixed Income, Equities, IRAs, FINRA, 401k Rollovers
Education
Indiana University - Kelley School of Business 1986 — 1990
B.S., Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business
Advanced Portfolio Management
College for Financial Planning 2006 — 2010
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Center for Fidicuary Studies, Accredited Investment Fiduciary®
Niles North High School 1982 — 1986
Thomas J. Maroney's Merrill Lynch Global Wealth Management Experience May 2008 - August 2008
Job Claims Representative, Construction
Industry Law Practice
Experience
ACE Group - ACE North American Claims March 2014 - Present
Queens District Attorney's Office June 2012 - August 2012
Drugtown Pharmacy January 2009 - July 2012
Baker, Sanders, Barshay, Grossman, Fass, Muhlstock &Neuwirth, August 2009 - August 2010
Drugtown Pharmacy January 2003 - January 2009
Merrill Lynch, Global Wealth Management May 2008 - August 2008
Skills
Legal Research, Microsoft Office, Legal Writing, Microsoft Word, PowerPoint, Microsoft Excel, Research, Public Speaking, Westlaw, Litigation, Social Media, Customer Service, Civil Litigation, Teamwork, English, Corporate Law, Criminal Law, Commercial Litigation, Courts, Intellectual Property, Elder Law
Education
Brooklyn Law School 2011 — 2013
Doctor of Law (J.D.), Business/Commerce, General
Fordham University 2005 — 2009
Bachelor of Arts (B.A.), Economics
ACE Group - ACE North American Claims March 2014 - Present
Queens District Attorney's Office June 2012 - August 2012
Drugtown Pharmacy January 2009 - July 2012
Baker, Sanders, Barshay, Grossman, Fass, Muhlstock &Neuwirth, August 2009 - August 2010
Drugtown Pharmacy January 2003 - January 2009
Merrill Lynch, Global Wealth Management May 2008 - August 2008
Skills
Legal Research, Microsoft Office, Legal Writing, Microsoft Word, PowerPoint, Microsoft Excel, Research, Public Speaking, Westlaw, Litigation, Social Media, Customer Service, Civil Litigation, Teamwork, English, Corporate Law, Criminal Law, Commercial Litigation, Courts, Intellectual Property, Elder Law
Education
Brooklyn Law School 2011 — 2013
Doctor of Law (J.D.), Business/Commerce, General
Fordham University 2005 — 2009
Bachelor of Arts (B.A.), Economics
J.C. Graham, CFP(R) J.C. Graham, CFP(R)'s Merrill Lynch Global Wealth Management Experience August 2008 - October 2012
Job Sr. Vice President
Industry Financial Services
Experience
Regional Financial Services Firm October 2012 - Present
Merrill Lynch Global Wealth Management August 2008 - October 2012
UBS Wealth Management April 2001 - August 2008
UBS Financial Services March 2002 - March 2005
Skills
Wealth Management, Series 7, Retirement Planning, Alternative Investments, Mutual Funds, Financial Advisory, Equities, Portfolio Management, Investments, Financial Services, Risk Management, Strategic Financial..., Wealth, Investment Advisory, Finance, Financial Planning
Education
Southern Methodist University
Financial Planning
Regional Financial Services Firm October 2012 - Present
Merrill Lynch Global Wealth Management August 2008 - October 2012
UBS Wealth Management April 2001 - August 2008
UBS Financial Services March 2002 - March 2005
Skills
Wealth Management, Series 7, Retirement Planning, Alternative Investments, Mutual Funds, Financial Advisory, Equities, Portfolio Management, Investments, Financial Services, Risk Management, Strategic Financial..., Wealth, Investment Advisory, Finance, Financial Planning
Education
Southern Methodist University
Financial Planning
Sadaf Fatani Sadaf Fatani's Merrill Lynch Global Wealth Management Experience May 2008 - October 2008
Job Senior Internal Auditor at Zebra Technologies
Industry Accounting
Experience
Zebra Technologies December 2014 - Present
Walgreens April 2013 - Present
Walgreens November 2011 - April 2013
SHIFA Senior Health Initiative for Ageing-Well May 2010 - November 2011
ULTA Salon, Cosmetics & Fragrances Inc. March 2010 - May 2010
ULTA Salon, Cosmetics & Fragrance, Inc October 2009 - December 2009
Merrill Lynch Global Wealth Management May 2008 - October 2008
Skills
Internal Audit, Auditing, Financial Analysis, Internal Controls
Education
Benedictine University 2006 — 2009
Benedictine University
Bachelor, Business Administration; Accounting & Finance
College Preparatory School of America
Zebra Technologies December 2014 - Present
Walgreens April 2013 - Present
Walgreens November 2011 - April 2013
SHIFA Senior Health Initiative for Ageing-Well May 2010 - November 2011
ULTA Salon, Cosmetics & Fragrances Inc. March 2010 - May 2010
ULTA Salon, Cosmetics & Fragrance, Inc October 2009 - December 2009
Merrill Lynch Global Wealth Management May 2008 - October 2008
Skills
Internal Audit, Auditing, Financial Analysis, Internal Controls
Education
Benedictine University 2006 — 2009
Benedictine University
Bachelor, Business Administration; Accounting & Finance
College Preparatory School of America
Michael Thomassen, CFP®, MBA, Masters of International Mgmt Michael Thomassen, CFP®, MBA, Masters of International Mgmt's Merrill Lynch Global Wealth Management Experience July 2008 - February 2009
Job Independent Financial Strategist
Industry Financial Services
Experience
Harley Capital Management September 2014 - Present
Van Loan School of Professional Studies at Endicott College February 2014 - Present
Wells Fargo Advisors, LLC September 2012 - September 2014
Morgan Stanley December 2010 - January 2012
Ameriprise Financial Services, Inc. March 2009 - December 2010
Merrill Lynch Global Wealth Management July 2008 - February 2009
Thomassen Global, Inc. January 1999 - June 2008
BD June 1997 - October 1998
Fidelity Investments June 1996 - February 1997
Aon/Rath & Strong Management Consultants February 1995 - June 1996
Skills
Investments, Retirement Planning, Asset Allocation, Financial Services, Finance, Mutual Funds, Retirement Plan..., Financial Advisory, Estate Planning, Strategy, Investment Strategies, 401k, Fixed Annuities, Saving for Education, Alternative Investments, Retirement, Securities, Small Business, Insurance, 401k Rollovers, Analysis, Strategic Partnerships, Series 7, Strategic Financial..., Equities, Financial Planning
Education
Anderson Graduate School of Management at UCLA 1987 — 1989
MBA, Strategy
Thunderbird School of Global Management 1978 — 1979
Masters of International Management, International Finance
University of Notre Dame 1974 — 1978
Bachelor of Business Administration (BBA), International Finance, Spanish, German
Harley Capital Management September 2014 - Present
Van Loan School of Professional Studies at Endicott College February 2014 - Present
Wells Fargo Advisors, LLC September 2012 - September 2014
Morgan Stanley December 2010 - January 2012
Ameriprise Financial Services, Inc. March 2009 - December 2010
Merrill Lynch Global Wealth Management July 2008 - February 2009
Thomassen Global, Inc. January 1999 - June 2008
BD June 1997 - October 1998
Fidelity Investments June 1996 - February 1997
Aon/Rath & Strong Management Consultants February 1995 - June 1996
Skills
Investments, Retirement Planning, Asset Allocation, Financial Services, Finance, Mutual Funds, Retirement Plan..., Financial Advisory, Estate Planning, Strategy, Investment Strategies, 401k, Fixed Annuities, Saving for Education, Alternative Investments, Retirement, Securities, Small Business, Insurance, 401k Rollovers, Analysis, Strategic Partnerships, Series 7, Strategic Financial..., Equities, Financial Planning
Education
Anderson Graduate School of Management at UCLA 1987 — 1989
MBA, Strategy
Thunderbird School of Global Management 1978 — 1979
Masters of International Management, International Finance
University of Notre Dame 1974 — 1978
Bachelor of Business Administration (BBA), International Finance, Spanish, German
Eamon Doonan Eamon Doonan's Merrill Lynch Global Wealth Management Experience September 2010 - December 2010
Job Fixed Income Trade Support at MarketAxess
Industry Financial Services
Experience
MarketAxess March 2014 - Present
Liquidnet August 2012 - August 2013
William Raveis Real Estate January 2011 - August 2012
FlightSafety International June 2011 - February 2012
Merrill Lynch Global Wealth Management September 2010 - December 2010
Congressman Jim Himes Office March 2010 - June 2010
Skills
Marketing, Real Estate, Investments, Sales, Investment Properties, Real Estate Transactions, Selling, Financial Analysis, Finance, Contract Negotiation, Sellers, Negotiation, Property Management, Microsoft Excel, Residential Homes, Equities, Microsoft Word, Microsoft Office, Customer Service, Public Speaking, Leadership, Management, Social Media, Portfolio Management, Capital Markets, Time Management, Financial Modeling, Analysis, Asset Management, Market Research, Strategic Planning, Trading, Marketing Strategy, Marketing Communications, Research, Financial Services, Business Development, Teamwork
Education
St. Mary's University College Twickenham London 2012 — 2013
Master of Business Administration (MBA), International Business
Sacred Heart University 2007 — 2011
BS, Finance
Canterbury School 2003 — 2007
MarketAxess March 2014 - Present
Liquidnet August 2012 - August 2013
William Raveis Real Estate January 2011 - August 2012
FlightSafety International June 2011 - February 2012
Merrill Lynch Global Wealth Management September 2010 - December 2010
Congressman Jim Himes Office March 2010 - June 2010
Skills
Marketing, Real Estate, Investments, Sales, Investment Properties, Real Estate Transactions, Selling, Financial Analysis, Finance, Contract Negotiation, Sellers, Negotiation, Property Management, Microsoft Excel, Residential Homes, Equities, Microsoft Word, Microsoft Office, Customer Service, Public Speaking, Leadership, Management, Social Media, Portfolio Management, Capital Markets, Time Management, Financial Modeling, Analysis, Asset Management, Market Research, Strategic Planning, Trading, Marketing Strategy, Marketing Communications, Research, Financial Services, Business Development, Teamwork
Education
St. Mary's University College Twickenham London 2012 — 2013
Master of Business Administration (MBA), International Business
Sacred Heart University 2007 — 2011
BS, Finance
Canterbury School 2003 — 2007
Derek James Derek James's Merrill Lynch Global Wealth Management Experience June 2009 - March 2010
Job Talent Acquisition
Industry Staffing and Recruiting
Experience
Seven Step RPO June 2011 - October 2011
TD Bank Financial Group August 2010 - October 2010
CincyTech May 2010 - June 2010
Merrill Lynch Global Wealth Management June 2009 - March 2010
John D. Dovich & Associates, LLC September 2008 - September 2009
Education
University of Cincinnati College of Business 2006 — 2010
Bachelor, Finance
University of Cincinnati 2006 — 2009
Certificate, Asian Studies
Centerville High School
Seven Step RPO June 2011 - October 2011
TD Bank Financial Group August 2010 - October 2010
CincyTech May 2010 - June 2010
Merrill Lynch Global Wealth Management June 2009 - March 2010
John D. Dovich & Associates, LLC September 2008 - September 2009
Education
University of Cincinnati College of Business 2006 — 2010
Bachelor, Finance
University of Cincinnati 2006 — 2009
Certificate, Asian Studies
Centerville High School
Dana O'Neill's Merrill Lynch Global Wealth Management Experience June 2009 - August 2009
Job Student at Indiana University Kelley School of Business
Industry Marketing and Advertising
Experience
Apparel Media Group (AMG) June 2010 - August 2010
Merrill Lynch Global Wealth Management June 2009 - August 2009
Michigan Region B'nai B'rith Youth Organization (BBYO) June 2008 - August 2008
Education
Indiana University - Kelley School of Business 2007 — 2011
Apparel Media Group (AMG) June 2010 - August 2010
Merrill Lynch Global Wealth Management June 2009 - August 2009
Michigan Region B'nai B'rith Youth Organization (BBYO) June 2008 - August 2008
Education
Indiana University - Kelley School of Business 2007 — 2011
Junaid Hashim Junaid Hashim's Merrill Lynch Global Wealth Management Experience January 2009 - May 2009
Job NonTraditional Medical School Applicant
Industry Hospital & Health Care
Experience
ScribeAmerica October 2014 - Present
Thomson Reuters April 2011 - May 2013
Socialfinance.ca January 2011 - May 2011
Thomson Reuters September 2009 - April 2011
Merrill Lynch Global Wealth Management January 2009 - May 2009
Merrill Lynch, Global Private Client June 2008 - July 2008
Precious Shipping Public Company Limited May 2007 - August 2007
Skills
Economics, Teamwork, Data Analysis, Financial Modeling, Research, Market Research, Financial Analysis, Microsoft Excel, Microsoft Office
Education
Tufts University 2005 — 2009
BA, Economics, Entrepreneurship
ScribeAmerica October 2014 - Present
Thomson Reuters April 2011 - May 2013
Socialfinance.ca January 2011 - May 2011
Thomson Reuters September 2009 - April 2011
Merrill Lynch Global Wealth Management January 2009 - May 2009
Merrill Lynch, Global Private Client June 2008 - July 2008
Precious Shipping Public Company Limited May 2007 - August 2007
Skills
Economics, Teamwork, Data Analysis, Financial Modeling, Research, Market Research, Financial Analysis, Microsoft Excel, Microsoft Office
Education
Tufts University 2005 — 2009
BA, Economics, Entrepreneurship
Joshua Arkin Joshua Arkin's Merrill Lynch Global Wealth Management Experience June 2010 - September 2010
Job Associate at McKinnis Consulting Services
Industry Hospital & Health Care
Experience
McKinnis Consulting Services June 2015 - Present
Fieldglass August 2014 - May 2015
Epic July 2011 - April 2014
Merrill Lynch Global Wealth Management June 2010 - September 2010
Skills
Microsoft Office, Excel, Visio, PowerPoint, Word, Outlook, Spanish, Software Project..., Medical Billing, Software Implementation, Healthcare Industry, Healthcare Information..., Financial Reporting, Report Writing, EMRs, Epic Resolute Hospital..., Epic Systems, Revenue Cycle Management, Hospitals, Statistics, EMR, Revenue Cycle, Resolute Hospital..., Project Management, EHR, Data Analysis, Healthcare, SharePoint, Business Analysis, Process Improvement, Management, Analysis, Change Management, Research, Critical Thinking, Visual Basic, Business Intelligence, Software Documentation, Public Speaking, Healthcare Management, VBA, Strategic Planning, Business Process..., Healthcare Consulting, Informatics, HL7, HIPAA, Crystal Reports, Access, Requirements Gathering
Education
Northwestern University 2007 — 2011
B.A., Psychology, Science In Human Culture, Economics, 3.600/4.000
McKinnis Consulting Services June 2015 - Present
Fieldglass August 2014 - May 2015
Epic July 2011 - April 2014
Merrill Lynch Global Wealth Management June 2010 - September 2010
Skills
Microsoft Office, Excel, Visio, PowerPoint, Word, Outlook, Spanish, Software Project..., Medical Billing, Software Implementation, Healthcare Industry, Healthcare Information..., Financial Reporting, Report Writing, EMRs, Epic Resolute Hospital..., Epic Systems, Revenue Cycle Management, Hospitals, Statistics, EMR, Revenue Cycle, Resolute Hospital..., Project Management, EHR, Data Analysis, Healthcare, SharePoint, Business Analysis, Process Improvement, Management, Analysis, Change Management, Research, Critical Thinking, Visual Basic, Business Intelligence, Software Documentation, Public Speaking, Healthcare Management, VBA, Strategic Planning, Business Process..., Healthcare Consulting, Informatics, HL7, HIPAA, Crystal Reports, Access, Requirements Gathering
Education
Northwestern University 2007 — 2011
B.A., Psychology, Science In Human Culture, Economics, 3.600/4.000
Justin D. Smith Justin D. Smith's Merrill Lynch Global Wealth Management Experience April 2015 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Global Wealth Management April 2015 - Present
Merrill Lynch Global Wealth Management March 2014 - Present
Merrill Lynch Global Wealth Management April 2013 - March 2014
UBS Financial Services Inc. February 2012 - April 2013
UBS Financial Services Inc. March 2009 - November 2009
Skills
Series 7, Series 66, Investments, Portfolio Management, Financial Analysis, Business Strategy, Valuation, Wealth Management, Asset Management, Finance, Financial Modeling, Financial Services, Business Development, Sales, Client Services, Account Management
Education
Menlo College 2010 — 2011
Bachelor of Science, Business Management-Finance concentration
University of Southern California 2006 — 2009
Bachelor of Science, Economics
Merrill Lynch Global Wealth Management April 2015 - Present
Merrill Lynch Global Wealth Management March 2014 - Present
Merrill Lynch Global Wealth Management April 2013 - March 2014
UBS Financial Services Inc. February 2012 - April 2013
UBS Financial Services Inc. March 2009 - November 2009
Skills
Series 7, Series 66, Investments, Portfolio Management, Financial Analysis, Business Strategy, Valuation, Wealth Management, Asset Management, Finance, Financial Modeling, Financial Services, Business Development, Sales, Client Services, Account Management
Education
Menlo College 2010 — 2011
Bachelor of Science, Business Management-Finance concentration
University of Southern California 2006 — 2009
Bachelor of Science, Economics
Jack Milne III Jack Milne III's Merrill Lynch Global Wealth Management Experience June 2012 - August 2012
Job ECDP Early Career Development Program at General Motors
Industry Automotive
Experience
General Motors July 2015 - Present
General Motors June 2014 - July 2015
Tri-County Inspections May 2013 - August 2013
Merrill Lynch Global Wealth Management June 2012 - August 2012
JT's Landscape and Lawn Care April 2004 - August 2012
Skills
Leadership, Management, Team Leadership, Customer Service, Continuous Improvement, Supervisory Skills, Project Planning, Microsoft Excel, PowerPoint, Access, Data Analysis, Microsoft Office, Microsoft Word, Automotive, Analysis
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management, Senior
General Motors July 2015 - Present
General Motors June 2014 - July 2015
Tri-County Inspections May 2013 - August 2013
Merrill Lynch Global Wealth Management June 2012 - August 2012
JT's Landscape and Lawn Care April 2004 - August 2012
Skills
Leadership, Management, Team Leadership, Customer Service, Continuous Improvement, Supervisory Skills, Project Planning, Microsoft Excel, PowerPoint, Access, Data Analysis, Microsoft Office, Microsoft Word, Automotive, Analysis
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management, Senior
Stanislav Taynitskiy Stanislav Taynitskiy's Merrill Lynch Global Wealth Management Experience January 2008 - May 2008
Job Senior Transaction Advisory Business Modeling
Industry Financial Services
Experience
EY March 2015 - Present
J.P. Morgan May 2013 - February 2015
J.P. Morgan June 2010 - April 2013
Basel Asset Management June 2008 - April 2010
Merrill Lynch Global Wealth Management January 2008 - May 2008
Cents Ability 2008 - 2008
LIGHTHOUSE FUNDING LLC January 2006 - September 2007
Skills
Financial Modeling, Investment Banking, Valuation, DCF, Bloomberg Terminal, Hedge Funds, Financial Analysis, Corporate Finance, Derivatives, Capital Markets, Bloomberg, Leveraged Finance, High Yield, Business Analysis, Analysis, Budgets, Equity Trading, Investments, Asset Management, Portfolio Management, Due Diligence, Credit Analysis, Finance
Education
Zicklin School of Business/Baruch College/CUNY 2006 — 2010
Bachelor of Business Administration, Finance and Investments
South Ural State University (SUSU) 2000 — 2003
Mechanical Engineering
EY March 2015 - Present
J.P. Morgan May 2013 - February 2015
J.P. Morgan June 2010 - April 2013
Basel Asset Management June 2008 - April 2010
Merrill Lynch Global Wealth Management January 2008 - May 2008
Cents Ability 2008 - 2008
LIGHTHOUSE FUNDING LLC January 2006 - September 2007
Skills
Financial Modeling, Investment Banking, Valuation, DCF, Bloomberg Terminal, Hedge Funds, Financial Analysis, Corporate Finance, Derivatives, Capital Markets, Bloomberg, Leveraged Finance, High Yield, Business Analysis, Analysis, Budgets, Equity Trading, Investments, Asset Management, Portfolio Management, Due Diligence, Credit Analysis, Finance
Education
Zicklin School of Business/Baruch College/CUNY 2006 — 2010
Bachelor of Business Administration, Finance and Investments
South Ural State University (SUSU) 2000 — 2003
Mechanical Engineering
Blaine Hamilton Blaine Hamilton's Merrill Lynch Global Wealth Management Experience May 2010 - August 2010
Job Service Manager Rental Division at Cintas
Industry Facilities Services
Experience
Cintas June 2015 - Present
Cintas October 2012 - Present
Cintas May 2011 - October 2012
Merrill Lynch Global Wealth Management May 2010 - August 2010
Cintas Corporation May 2009 - August 2009
PackagingSupplies.com/Cleveland Packaging November 2007 - April 2008
Skills
Leadership, New Business Development, Microsoft Excel, Investments, Marketing, Selling, Sales, Account Management, Cold Calling, Customer Satisfaction, Entrepreneurship, Management, Networking, Recruiting, Time Management
Education
Miami University 2007 — 2011
B.S., Finance
Miami University 2007 — 2011
Bachelors, Finance
Cintas June 2015 - Present
Cintas October 2012 - Present
Cintas May 2011 - October 2012
Merrill Lynch Global Wealth Management May 2010 - August 2010
Cintas Corporation May 2009 - August 2009
PackagingSupplies.com/Cleveland Packaging November 2007 - April 2008
Skills
Leadership, New Business Development, Microsoft Excel, Investments, Marketing, Selling, Sales, Account Management, Cold Calling, Customer Satisfaction, Entrepreneurship, Management, Networking, Recruiting, Time Management
Education
Miami University 2007 — 2011
B.S., Finance
Miami University 2007 — 2011
Bachelors, Finance
Angle Skelly Angle Skelly's Merrill Lynch Global Wealth Management Experience June 2015 - August 2015
Job University of Miami 2017
Industry Financial Services
Experience
Sigma Alpha Epsilon January 2015 - Present
Merrill Lynch Global Wealth Management June 2015 - August 2015
Skills
Microsoft Excel, Leadership, Team Leadership, Management, Facebook, Fundraising
Education
University of Miami - School of Business 2013 — 2017
BBA International Finance and Marketing
Porter Gaud 2008 — 2013
High School Diploma
American School in London 2006 — 2008
Anglo American School of Moscow
Sigma Alpha Epsilon January 2015 - Present
Merrill Lynch Global Wealth Management June 2015 - August 2015
Skills
Microsoft Excel, Leadership, Team Leadership, Management, Facebook, Fundraising
Education
University of Miami - School of Business 2013 — 2017
BBA International Finance and Marketing
Porter Gaud 2008 — 2013
High School Diploma
American School in London 2006 — 2008
Anglo American School of Moscow
Nancy McCready, CFP, CRPC, MBA Nancy McCready, CFP, CRPC, MBA's Merrill Lynch Global Wealth Management Experience January 2012 - December 2013
Job Wealth Financial Advisor at Bank of the West Wealth Management
Industry Financial Services
Experience
Bank of the West Wealth Management December 2013 - Present
UCLA Extension October 2011 - Present
CFP Board August 2011 - Present
Merrill Lynch Global Wealth Management January 2012 - December 2013
Ameriprise Financial September 2003 - January 2012
United Media April 2000 - 2003
American Film Institute 1999 - 2000
Rogers & Cowan 1998 - 1999
Turner Broadcasting May 1992 - December 1997
Ogilvy & Mather 1976 - 1979
Skills
Investments, Asset Allocation, Investment Advisory, Asset Managment, Hedge Funds, Personal Financial..., Bonds, Strategic Financial..., Entrepreneurship, Estate Planning, Wealth, Alternative Investments, Asset Management, Small Business, Financial Advisory, Finance, Retirement, Investment Strategies, Financial Planning
Education
University of Virginia - Darden Graduate School of Business Administration
MBA
Penn State University
B.A.
Bank of the West Wealth Management December 2013 - Present
UCLA Extension October 2011 - Present
CFP Board August 2011 - Present
Merrill Lynch Global Wealth Management January 2012 - December 2013
Ameriprise Financial September 2003 - January 2012
United Media April 2000 - 2003
American Film Institute 1999 - 2000
Rogers & Cowan 1998 - 1999
Turner Broadcasting May 1992 - December 1997
Ogilvy & Mather 1976 - 1979
Skills
Investments, Asset Allocation, Investment Advisory, Asset Managment, Hedge Funds, Personal Financial..., Bonds, Strategic Financial..., Entrepreneurship, Estate Planning, Wealth, Alternative Investments, Asset Management, Small Business, Financial Advisory, Finance, Retirement, Investment Strategies, Financial Planning
Education
University of Virginia - Darden Graduate School of Business Administration
MBA
Penn State University
B.A.
Erez Hevroni, AAMS®, AWMA®'s Merrill Lynch Global Wealth Management Experience November 2006 - April 2009
Job CEO, Founder of InnoTech Investment Banking, LLC
Industry Investment Banking
Experience
InnoTech Investment Banking, LLC February 2015 - Present
ConnectOne Bank May 2013 - February 2015
Wells Fargo April 2009 - March 2013
Merrill Lynch Global Wealth Management November 2006 - April 2009
Integrity Electronics Distributing Company March 2004 - October 2006
Etrade Israel, Israel January 2002 - January 2004
Skills
Portfolio Management, Investments, Wealth Management, Strategic Financial..., Asset Management, Finance, CRM, Management, Financial Services, Retirement Planning, Business Development, Series 7, Relationship Management, Marketing, Private Banking, Wealth Management..., Estate Planning, Insurance, Strategic Planning, Capital Markets, New Business Development, Financial Advisory, Training, Asset Allocation, Investment Banking, Investor Relations, Investor Development, Investment Properties, Real Estate Transactions, Real Estate Financing, Innovation Development, Collaborative Problem..., Entrepreneurship, Biotechnology, Cyber-security, FinTech, Healthcare Information...
Education
College for Financial Planning 2014 — 2015
Master's degree, Financial Planning
The College of Financial Planning 2010 — 2013
Master of Science, Master in Financial Planning
InnoTech Investment Banking, LLC February 2015 - Present
ConnectOne Bank May 2013 - February 2015
Wells Fargo April 2009 - March 2013
Merrill Lynch Global Wealth Management November 2006 - April 2009
Integrity Electronics Distributing Company March 2004 - October 2006
Etrade Israel, Israel January 2002 - January 2004
Skills
Portfolio Management, Investments, Wealth Management, Strategic Financial..., Asset Management, Finance, CRM, Management, Financial Services, Retirement Planning, Business Development, Series 7, Relationship Management, Marketing, Private Banking, Wealth Management..., Estate Planning, Insurance, Strategic Planning, Capital Markets, New Business Development, Financial Advisory, Training, Asset Allocation, Investment Banking, Investor Relations, Investor Development, Investment Properties, Real Estate Transactions, Real Estate Financing, Innovation Development, Collaborative Problem..., Entrepreneurship, Biotechnology, Cyber-security, FinTech, Healthcare Information...
Education
College for Financial Planning 2014 — 2015
Master's degree, Financial Planning
The College of Financial Planning 2010 — 2013
Master of Science, Master in Financial Planning
Denny A. Conde's Merrill Lynch Global Wealth Management Experience August 2011 - September 2014
Job Markets & Business Development at EY
Industry Management Consulting
Experience
EY September 2014 - Present
Merrill Lynch Global Wealth Management August 2011 - September 2014
Bank of America Corporation August 2008 - August 2011
Bank of America September 2006 - August 2008
Bank of America May 2005 - September 2006
Skills
Investments, Wealth Management, Portfolio Management, Investment Strategies, Financial Analysis, Finance, Banking, Asset Allocation, Oil & Gas Industry, Microsoft Word, Microsoft Excel, PowerPoint, Risk Management, Financial Modeling, Financial Markets, Retirement Planning, Series 7, Wealth Accumulation, Spanish-speaking, Spanish-English, Portfolio Assessment, Investment Advisory, Strategic Planning, Business Strategy, Investment Portfolio, Latin America, Goal Oriented, Team Leadership, Wealth Management..., Stocks, Bonds, Mutual Funds, Mergers & Acquisitions, Corporate Finance, Microsoft Office, Due Diligence, Management, Entrepreneurship, Tech-savvy, Fast-paced, Process Focused, Project Management, Project Planning, Monte Carlo Simulation, Account Management
Education
Baylor University - MBA Candidate 2015 — 2017
Master of Business Administration (M.B.A.), Hankamer School of Business
University of Phoenix 2009 — 2011
Bachelor's Degree, Business Administration and Management, General, 3.42
University of Phoenix 2008 — 2009
Associate's Degree, Business
College for Financial Planning 2012 — 2012
Chartered Retirement Planning Counselor designation, Retirement Planning
EY September 2014 - Present
Merrill Lynch Global Wealth Management August 2011 - September 2014
Bank of America Corporation August 2008 - August 2011
Bank of America September 2006 - August 2008
Bank of America May 2005 - September 2006
Skills
Investments, Wealth Management, Portfolio Management, Investment Strategies, Financial Analysis, Finance, Banking, Asset Allocation, Oil & Gas Industry, Microsoft Word, Microsoft Excel, PowerPoint, Risk Management, Financial Modeling, Financial Markets, Retirement Planning, Series 7, Wealth Accumulation, Spanish-speaking, Spanish-English, Portfolio Assessment, Investment Advisory, Strategic Planning, Business Strategy, Investment Portfolio, Latin America, Goal Oriented, Team Leadership, Wealth Management..., Stocks, Bonds, Mutual Funds, Mergers & Acquisitions, Corporate Finance, Microsoft Office, Due Diligence, Management, Entrepreneurship, Tech-savvy, Fast-paced, Process Focused, Project Management, Project Planning, Monte Carlo Simulation, Account Management
Education
Baylor University - MBA Candidate 2015 — 2017
Master of Business Administration (M.B.A.), Hankamer School of Business
University of Phoenix 2009 — 2011
Bachelor's Degree, Business Administration and Management, General, 3.42
University of Phoenix 2008 — 2009
Associate's Degree, Business
College for Financial Planning 2012 — 2012
Chartered Retirement Planning Counselor designation, Retirement Planning
Ira Gewirtz Ira Gewirtz's Merrill Lynch Global Wealth Management Experience November 2007 - Present
Job Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Global Wealth Management November 2007 - Present
Smith Barney April 2005 - November 2007
Bear Stearns 1981 - January 2004
The Miller-Wohl Company September 1975 - April 1981
Price Waterhouse July 1974 - June 1975
Skills
Series 7, Investments, Asset Management, Equities, Fixed Income, Asset Managment, Alternative Investments, Hedge Funds, Retirement, Separately Managed..., Asset Allocation, Risk Management, Series 65, Strategic Financial..., Financial Planning, Series 63, Investment Banking, IRAs, Capital Markets, Trading, Securities, Financial Services, Finance
Education
New York University 2004 — 2005
Financial Planning and Services
New York University 1980 — 1981
certificate in programming, mainframe programming
City University of New York-Brooklyn College 1970 — 1974
BS in Accounting, Accounting, Investments, Economics
Merrill Lynch Global Wealth Management November 2007 - Present
Smith Barney April 2005 - November 2007
Bear Stearns 1981 - January 2004
The Miller-Wohl Company September 1975 - April 1981
Price Waterhouse July 1974 - June 1975
Skills
Series 7, Investments, Asset Management, Equities, Fixed Income, Asset Managment, Alternative Investments, Hedge Funds, Retirement, Separately Managed..., Asset Allocation, Risk Management, Series 65, Strategic Financial..., Financial Planning, Series 63, Investment Banking, IRAs, Capital Markets, Trading, Securities, Financial Services, Finance
Education
New York University 2004 — 2005
Financial Planning and Services
New York University 1980 — 1981
certificate in programming, mainframe programming
City University of New York-Brooklyn College 1970 — 1974
BS in Accounting, Accounting, Investments, Economics
Gregory Stuart's Merrill Lynch Global Wealth Management Experience 2011 - Present
Job Wealth Management Advisor | Investment and Retirement Planning | Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Global Wealth Management 2011 - Present
Morgan Stanley 2007 - 2011
Skills
Strategic Financial..., Mortgage Lending, Portfolio Management, Loans, Finance, Credit, Financial Services, Wealth Management..., Wealth Management, Financial Planning
Education
Randolph-Macon College
The Bullis School
Merrill Lynch Global Wealth Management 2011 - Present
Morgan Stanley 2007 - 2011
Skills
Strategic Financial..., Mortgage Lending, Portfolio Management, Loans, Finance, Credit, Financial Services, Wealth Management..., Wealth Management, Financial Planning
Education
Randolph-Macon College
The Bullis School
Wesley Davidson's Merrill Lynch Global Wealth Management Experience May 2010 - August 2010
Job Associate at Hudson Advisors L.P.
Industry Real Estate
Experience
Hudson Advisors L.P. July 2014 - Present
Hudson Advisors L.P. September 2012 - June 2014
BBVA Compass June 2011 - August 2012
Merrill Lynch Global Wealth Management May 2010 - August 2010
Skills
Finance, Due Diligence, Valuation, Financial Analysis, Real Estate, Microsoft Excel, Financial Modeling, PowerPoint, Analysis, Credit, Research, Corporate Finance, Investments, Risk Management, Argus Modeling, Asset Management, Microsoft Office
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Finance, Economics
Hudson Advisors L.P. July 2014 - Present
Hudson Advisors L.P. September 2012 - June 2014
BBVA Compass June 2011 - August 2012
Merrill Lynch Global Wealth Management May 2010 - August 2010
Skills
Finance, Due Diligence, Valuation, Financial Analysis, Real Estate, Microsoft Excel, Financial Modeling, PowerPoint, Analysis, Credit, Research, Corporate Finance, Investments, Risk Management, Argus Modeling, Asset Management, Microsoft Office
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Finance, Economics
Katheryn McKee Katheryn McKee's Merrill Lynch Global Wealth Management Experience May 2012 - August 2012
Job Marketing Analyst at Applied Predictive Technologies
Industry Marketing and Advertising
Experience
Applied Predictive Technologies August 2014 - Present
Sensory Experience Project August 2010 - May 2013
Merrill Lynch Global Wealth Management May 2012 - August 2012
The Virginian-Pilot May 2011 - July 2011
Skills
Web Design, Digital Design, JavaScript, HTML, Django, Python, CSS, Dreamweaver, Final Cut Pro, InDesign, Illustrator, Journalism, Adobe Software, Adobe Creative Suite, Microsoft Office, Mac OS X, PC, Facebook, Twitter, YouTube, Skype, Working With Children, Special Needs, Writing Skills, Social Media, Social Networking, Video Editing, Writing, Editing, Word, Public Speaking, Excel, Mac, Creative Writing, Copy Editing, English, Autism, Press Releases, Market Research
Education
University of Virginia 2013 — 2014
Master of Science (M.S.), Commerce
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts, Journalism and Mass Communications, Political Science
Norfolk Academy 1996 — 2009
Applied Predictive Technologies August 2014 - Present
Sensory Experience Project August 2010 - May 2013
Merrill Lynch Global Wealth Management May 2012 - August 2012
The Virginian-Pilot May 2011 - July 2011
Skills
Web Design, Digital Design, JavaScript, HTML, Django, Python, CSS, Dreamweaver, Final Cut Pro, InDesign, Illustrator, Journalism, Adobe Software, Adobe Creative Suite, Microsoft Office, Mac OS X, PC, Facebook, Twitter, YouTube, Skype, Working With Children, Special Needs, Writing Skills, Social Media, Social Networking, Video Editing, Writing, Editing, Word, Public Speaking, Excel, Mac, Creative Writing, Copy Editing, English, Autism, Press Releases, Market Research
Education
University of Virginia 2013 — 2014
Master of Science (M.S.), Commerce
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts, Journalism and Mass Communications, Political Science
Norfolk Academy 1996 — 2009
Jonathan Khalavsky, CFP® Jonathan Khalavsky, CFP®'s Merrill Lynch Global Wealth Management Experience August 2008 - March 2012
Job Elite Comprehensive Financial Planning
Industry Financial Services
Experience
Future Financial Planners, Inc. March 2012 - Present
Merrill Lynch Global Wealth Management August 2008 - March 2012
UBS Financial Services September 2006 - March 2008
Horizon Medical, Inc January 2005 - September 2006
Skills
Financial Planning, Investment Strategies, Excel, PowerPoint, Word, Quickbooks, Estate Planning, Wealth Management, Wealth Preservation..., College Education..., Retirement Planning, Risk Tolerance Analysis, Cash Flow Management, Strategic Financial..., Financial Services, Cash Flow, Leadership, Microsoft Excel, Microsoft Word, Portfolio Management, QuickBooks, Series 7, Financial Analysis, Investments, Mutual Funds, Finance
Education
Fairleigh Dickinson University 2008 — 2010
Finance
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
BBA, Finance and Investments / Minor: History
Future Financial Planners, Inc. March 2012 - Present
Merrill Lynch Global Wealth Management August 2008 - March 2012
UBS Financial Services September 2006 - March 2008
Horizon Medical, Inc January 2005 - September 2006
Skills
Financial Planning, Investment Strategies, Excel, PowerPoint, Word, Quickbooks, Estate Planning, Wealth Management, Wealth Preservation..., College Education..., Retirement Planning, Risk Tolerance Analysis, Cash Flow Management, Strategic Financial..., Financial Services, Cash Flow, Leadership, Microsoft Excel, Microsoft Word, Portfolio Management, QuickBooks, Series 7, Financial Analysis, Investments, Mutual Funds, Finance
Education
Fairleigh Dickinson University 2008 — 2010
Finance
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
BBA, Finance and Investments / Minor: History
Johnny Gaw, Jr. Johnny Gaw, Jr.'s Merrill Lynch Global Wealth Management Experience September 2009 - December 2009
Job Distillate Coordinator at P66
Industry Oil & Energy
Experience
Phillips 66 August 2015 - Present
Atlas Oil Company January 2013 - August 2015
Champion Energy Services July 2011 - January 2013
Loomis International, Inc. December 2010 - July 2011
University of Houston Center for Public Policy September 2007 - February 2011
Merrill Lynch Global Wealth Management September 2009 - December 2009
Skills
Analysis, Energy, Leadership, Microsoft Excel, Natural Gas, Investments, Marketing, Financial Analysis, Valuation, Project Management, Research, Portfolio Management, Financial Modeling, Data Analysis, Statistics, Economics, Corporate Finance, Project Finance, Business Analysis, SQL, Solarc Right Angle
Education
University of Houston, C.T. Bauer College of Business 2007 — 2010
Bachelor of Business Administration, Finance
Clarendon College 2004 — 2006
AS, Pre-Business
Phillips 66 August 2015 - Present
Atlas Oil Company January 2013 - August 2015
Champion Energy Services July 2011 - January 2013
Loomis International, Inc. December 2010 - July 2011
University of Houston Center for Public Policy September 2007 - February 2011
Merrill Lynch Global Wealth Management September 2009 - December 2009
Skills
Analysis, Energy, Leadership, Microsoft Excel, Natural Gas, Investments, Marketing, Financial Analysis, Valuation, Project Management, Research, Portfolio Management, Financial Modeling, Data Analysis, Statistics, Economics, Corporate Finance, Project Finance, Business Analysis, SQL, Solarc Right Angle
Education
University of Houston, C.T. Bauer College of Business 2007 — 2010
Bachelor of Business Administration, Finance
Clarendon College 2004 — 2006
AS, Pre-Business
Daniel Faries's Merrill Lynch Global Wealth Management Experience March 2008 - September 2010
Job Manager, Supply & Distribution Petroleum at Southern States Cooperative
Industry Oil & Energy
Experience
Southern States Cooperative April 2013 - Present
Southern States Cooperative August 2010 - April 2013
Merrill Lynch Global Wealth Management March 2008 - September 2010
Edward Jones September 2002 - March 2008
Doane Pet Care October 1997 - April 2000
Blue Seal Feeds 1990 - 1997
United States Marine Corps 1985 - 1989
Skills
Process Improvement, Strategic Planning, Budgets, Team Building, Management, Project Management, Six Sigma Yellow Belt, Customer Service, Marketing Strategy, Financial Analysis, Team Leadership, Manufacturing, Operations Management, Inventory Management, Forecasting, Supply Chain Management
Education
University of Richmond 2014 — 2016
Bachelor’s Degree
Southern States Cooperative April 2013 - Present
Southern States Cooperative August 2010 - April 2013
Merrill Lynch Global Wealth Management March 2008 - September 2010
Edward Jones September 2002 - March 2008
Doane Pet Care October 1997 - April 2000
Blue Seal Feeds 1990 - 1997
United States Marine Corps 1985 - 1989
Skills
Process Improvement, Strategic Planning, Budgets, Team Building, Management, Project Management, Six Sigma Yellow Belt, Customer Service, Marketing Strategy, Financial Analysis, Team Leadership, Manufacturing, Operations Management, Inventory Management, Forecasting, Supply Chain Management
Education
University of Richmond 2014 — 2016
Bachelor’s Degree
Manly Church Manly Church's Merrill Lynch Global Wealth Management Experience 2010 - November 2012
Job Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Svc Inc November 2012 - Present
Merrill Lynch Global Wealth Management 2010 - November 2012
Merrill Lynch 2008 - 2010
Merrill Lynch 2004 - 2008
Merrill Lynch 2000 - 2004
MassMutual Financial Group October 1997 - October 2000
Wyman Gordon 1994 - 1996
Wyman Gordon 1992 - 1994
Phelps Dodge 1991 - 1992
US Navy 1980 - 1990
Education
Univ of New Haven
Master of Business Administration (M.B.A.)
United States Naval Academy
BS, Resources Management
UBS Financial Svc Inc November 2012 - Present
Merrill Lynch Global Wealth Management 2010 - November 2012
Merrill Lynch 2008 - 2010
Merrill Lynch 2004 - 2008
Merrill Lynch 2000 - 2004
MassMutual Financial Group October 1997 - October 2000
Wyman Gordon 1994 - 1996
Wyman Gordon 1992 - 1994
Phelps Dodge 1991 - 1992
US Navy 1980 - 1990
Education
Univ of New Haven
Master of Business Administration (M.B.A.)
United States Naval Academy
BS, Resources Management
Anthony Pontosky's Merrill Lynch Global Wealth Management Experience June 2011 - August 2011
Job Compliance Officer Global Financial Crimes at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
Morgan Stanley September 2012 - June 2014
Merrill Lynch Global Wealth Management June 2011 - August 2011
Ameriprise Financial January 2011 - April 2011
Education
Union College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Union College
Bachelor of Arts, Economics
JPMorgan Chase June 2014 - Present
Morgan Stanley September 2012 - June 2014
Merrill Lynch Global Wealth Management June 2011 - August 2011
Ameriprise Financial January 2011 - April 2011
Education
Union College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Union College
Bachelor of Arts, Economics
David A. Gray, CFP®, CRPC®, CLU® David A. Gray, CFP®, CRPC®, CLU®'s Merrill Lynch Global Wealth Management Experience February 1999 - September 2009
Job Wealth Advisor / Managing Partner / Buttonwood Financial Partners at LPL Financial
Industry Financial Services
Experience
Buttonwood Financial Partners / LPL Financial 2009 - Present
Merrill Lynch Global Wealth Management February 1999 - September 2009
Putnam Investments June 1997 - October 1998
ANB Investment Management & Trust Company 1990 - 1994
Skills
Series 7, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Series 63, Alternative Investments, Investment Advisory, Strategic Financial..., Investment Strategies, Retirement, Investments, Uniform Combined State..., Securities, 401k, ETFs, Estate Planning, IRAs, Asset Managment, Fixed Annuities
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA
Southern Methodist University - Cox School of Business 1986 — 1989
BBA, Finance & Real Estate
Tulane University 1985 — 1986
Greenwich High School
Buttonwood Financial Partners / LPL Financial 2009 - Present
Merrill Lynch Global Wealth Management February 1999 - September 2009
Putnam Investments June 1997 - October 1998
ANB Investment Management & Trust Company 1990 - 1994
Skills
Series 7, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Series 63, Alternative Investments, Investment Advisory, Strategic Financial..., Investment Strategies, Retirement, Investments, Uniform Combined State..., Securities, 401k, ETFs, Estate Planning, IRAs, Asset Managment, Fixed Annuities
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA
Southern Methodist University - Cox School of Business 1986 — 1989
BBA, Finance & Real Estate
Tulane University 1985 — 1986
Greenwich High School
John M. Jezowski John M. Jezowski's Merrill Lynch Global Wealth Management Experience 2008 - September 2010
Job Senior Vice President Relationship Manager at Webster Private Bank
Industry Investment Management
Experience
Webster Private Bank 2010 - Present
Merrill Lynch Global Wealth Management 2008 - September 2010
Wachovia Wealth Management 2005 - 2008
Private Mergers & Acquisitons / Investment Banking Firm 2002 - 2005
Henkel Loctite Corporation 1988 - 2001
WR Grace & Co., Dewey & Almy Chemical, Teroson Automotive Products 1986 - 1988
UCONN Health Medical Center 1985 - 1985
Skills
High Net Worth..., Wealth Management, Investment Management, Private Banking, Estate Planning, Wealth Management..., Fiduciary Services, Investments, Banking, Asset Managment, Financial Analysis, Strategic Financial..., Investment Advisory, Loans, Equities, Asset Allocation, Relationship Management, Mergers, Corporate Finance, Non-profits, Philanthropy, Mergers & Acquisitions, Portfolio Management, Nonprofits, Asset Management, Series 7, Retirement Planning, Risk Management, Securities, Series 63, Leadership, Mutual Funds, Finance, Financial Services, Financial Advisory
Education
Rensselaer Polytechnic Institute 1990 — 1992
M.S., Finance
Worcester Polytechnic Institute 1982 — 1986
B.S., Chemistry
Webster Private Bank 2010 - Present
Merrill Lynch Global Wealth Management 2008 - September 2010
Wachovia Wealth Management 2005 - 2008
Private Mergers & Acquisitons / Investment Banking Firm 2002 - 2005
Henkel Loctite Corporation 1988 - 2001
WR Grace & Co., Dewey & Almy Chemical, Teroson Automotive Products 1986 - 1988
UCONN Health Medical Center 1985 - 1985
Skills
High Net Worth..., Wealth Management, Investment Management, Private Banking, Estate Planning, Wealth Management..., Fiduciary Services, Investments, Banking, Asset Managment, Financial Analysis, Strategic Financial..., Investment Advisory, Loans, Equities, Asset Allocation, Relationship Management, Mergers, Corporate Finance, Non-profits, Philanthropy, Mergers & Acquisitions, Portfolio Management, Nonprofits, Asset Management, Series 7, Retirement Planning, Risk Management, Securities, Series 63, Leadership, Mutual Funds, Finance, Financial Services, Financial Advisory
Education
Rensselaer Polytechnic Institute 1990 — 1992
M.S., Finance
Worcester Polytechnic Institute 1982 — 1986
B.S., Chemistry
Steve Minshull's Merrill Lynch Global Wealth Management Experience February 2012 - Present
Job Financial Advisor at Merrill Lynch Global Wealth Management
Industry Marketing and Advertising
Experience
Merrill Lynch Global Wealth Management February 2012 - Present
Morgan Stanley Smith Barney January 2010 - January 2012
Zillner Marketing Communications September 2005 - October 2009
Creative Network, Inc. April 1995 - September 2005
Triad Productions June 1986 - April 1995
Skills
Finance, Financial Services
Education
Kansas State University 1982 — 1986
BS, Journalism
Merrill Lynch Global Wealth Management February 2012 - Present
Morgan Stanley Smith Barney January 2010 - January 2012
Zillner Marketing Communications September 2005 - October 2009
Creative Network, Inc. April 1995 - September 2005
Triad Productions June 1986 - April 1995
Skills
Finance, Financial Services
Education
Kansas State University 1982 — 1986
BS, Journalism
Bernard Tsepelman's Merrill Lynch Global Wealth Management Experience 2007 - 2010
Job Director of Finance & Operations at Mustache / J.D. Candidate at Cardozo School of Law
Industry Law Practice
Experience
Mustache 2013 - Present
Davis Polk & Wardwell LLP May 2015 - July 2015
Deutsche Bank June 2014 - August 2014
ReMOBILIZE USA, LLC 2012 - 2013
G-2 TRADING, LLC 2010 - 2012
Merrill Lynch - Global Wealth Management 2007 - 2010
GENERIC TRADING OF PHILADELPHIA, LLC 2004 - 2007
PERSONAL E-COMMERCE BUSINESS 2001 - 2004
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2013 — 2016
Juris Doctor (J.D.)
Indiana University - Kelley School of Business 2000 — 2003
Bachelor of Science, Business
The Kew-Forest School 1993 — 1999
High School
Mustache 2013 - Present
Davis Polk & Wardwell LLP May 2015 - July 2015
Deutsche Bank June 2014 - August 2014
ReMOBILIZE USA, LLC 2012 - 2013
G-2 TRADING, LLC 2010 - 2012
Merrill Lynch - Global Wealth Management 2007 - 2010
GENERIC TRADING OF PHILADELPHIA, LLC 2004 - 2007
PERSONAL E-COMMERCE BUSINESS 2001 - 2004
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2013 — 2016
Juris Doctor (J.D.)
Indiana University - Kelley School of Business 2000 — 2003
Bachelor of Science, Business
The Kew-Forest School 1993 — 1999
High School
Kevin (KC) Clark Kevin (KC) Clark's Merrill Lynch Global Wealth Management Experience June 2010 - August 2010
Job Corporate Banking Associate at Citi
Industry Financial Services
Experience
Citi August 2014 - Present
Citigroup May 2011 - July 2014
Merrill Lynch Global Wealth Management June 2010 - August 2010
Skills
Investments, Valuation, Asset Allocation, Financial Modeling, Investment Strategies, Financial Analysis, Bloomberg, Options
Education
Georgetown University - The McDonough School of Business 2007 — 2011
B.S. Business Administration, Finance & International Business Major, Psychology Minor
The Chinese University of Hong Kong 2009 — 2009
Summer Study Abroad, Coursework in International Marketing & Comparative Strategic Management
Georgetown Preparatory School 2003 — 2007
Citi August 2014 - Present
Citigroup May 2011 - July 2014
Merrill Lynch Global Wealth Management June 2010 - August 2010
Skills
Investments, Valuation, Asset Allocation, Financial Modeling, Investment Strategies, Financial Analysis, Bloomberg, Options
Education
Georgetown University - The McDonough School of Business 2007 — 2011
B.S. Business Administration, Finance & International Business Major, Psychology Minor
The Chinese University of Hong Kong 2009 — 2009
Summer Study Abroad, Coursework in International Marketing & Comparative Strategic Management
Georgetown Preparatory School 2003 — 2007
Eric Deems Eric Deems's Merrill Lynch Global Wealth Management Experience May 2012 - August 2012
Job Merrill Lynch GWIM
Industry Military
Experience
Merrill Lynch August 2015 - Present
Merrill Lynch January 2013 - Present
Merrill Lynch - Global Wealth Management May 2012 - August 2012
US Army June 2009 - August 2010
US Army January 2008 - April 2009
US Army November 2006 - January 2008
US Army September 2006 - October 2006
Skills
Leadership, Microsoft Office, Military, Customer Service, Intelligence Analysis, DoD, Non-profits, Sales, Troubleshooting, Inventory Management, Training, Strategic Planning, Operations Management, Teamwork, Microsoft Excel, Process Improvement, Community Outreach, Negotiation, Leadership Development, Data Analysis, Team Leadership, Research, Healthcare, Microsoft Word, Public Speaking, Public Relations, PowerPoint, Program Management, Time Management
Education
Aquinas College 2010 — 2012
B.S., Business Administration
US Army Munitions and Electronics Maintenance School 2006 — 2007
Special Electronics
Basic Combat Training 2006 — 2006
Grand Rapids Community College 2003 — 2006
Computer Applications Technology
East Grand Rapids High School 1999 — 2003
Merrill Lynch August 2015 - Present
Merrill Lynch January 2013 - Present
Merrill Lynch - Global Wealth Management May 2012 - August 2012
US Army June 2009 - August 2010
US Army January 2008 - April 2009
US Army November 2006 - January 2008
US Army September 2006 - October 2006
Skills
Leadership, Microsoft Office, Military, Customer Service, Intelligence Analysis, DoD, Non-profits, Sales, Troubleshooting, Inventory Management, Training, Strategic Planning, Operations Management, Teamwork, Microsoft Excel, Process Improvement, Community Outreach, Negotiation, Leadership Development, Data Analysis, Team Leadership, Research, Healthcare, Microsoft Word, Public Speaking, Public Relations, PowerPoint, Program Management, Time Management
Education
Aquinas College 2010 — 2012
B.S., Business Administration
US Army Munitions and Electronics Maintenance School 2006 — 2007
Special Electronics
Basic Combat Training 2006 — 2006
Grand Rapids Community College 2003 — 2006
Computer Applications Technology
East Grand Rapids High School 1999 — 2003
Richard Moffett's Merrill Lynch Global Wealth Management Experience September 2011 - December 2011
Job Associate Relationship Manager at PNC Wealth Management
Industry Banking
Experience
PNC July 2015 - Present
PNC Bank May 2013 - Present
Merrill Lynch May 2012 - May 2013
Merrill Lynch Global Wealth Management September 2011 - December 2011
Sigma Pi Fraternity International January 2011 - December 2011
Bausum and Duckett Electrical Company May 2011 - August 2011
Sigma Pi Fraternity International January 2010 - December 2010
Education
University of Florida - Warrington College of Business Administration 2015 — 2016
Master of Business Administration (M.B.A.)
Salisbury University 2008 — 2012
Bachelor of Science, Business Management; Finance
Salisbury University - Perdue School of Business 2008 — 2012
BS, Finance, Management
PNC July 2015 - Present
PNC Bank May 2013 - Present
Merrill Lynch May 2012 - May 2013
Merrill Lynch Global Wealth Management September 2011 - December 2011
Sigma Pi Fraternity International January 2011 - December 2011
Bausum and Duckett Electrical Company May 2011 - August 2011
Sigma Pi Fraternity International January 2010 - December 2010
Education
University of Florida - Warrington College of Business Administration 2015 — 2016
Master of Business Administration (M.B.A.)
Salisbury University 2008 — 2012
Bachelor of Science, Business Management; Finance
Salisbury University - Perdue School of Business 2008 — 2012
BS, Finance, Management
Peter Gonzales Peter Gonzales's Merrill Lynch Global Wealth Management Experience January 2010 - May 2010
Job Senior Auditor at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2012 - Present
Salibello & Broder LLP January 2011 - December 2011
St. Francis College January 2006 - January 2011
Merrill Lynch - Global Wealth Management January 2010 - May 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Event Management, Microsoft Office, Marketing, Event Planning, Non-profits, Outlook, Public Relations, Financial Analysis, Editing, Access, Research, Nonprofits, Advertising, Accounting, Analysis, Budgets, Blogging, Data Analysis, Facebook, Social Networking, Photoshop, Customer Service, Spanish, Leadership, Public Speaking, Management, Time Management, Data Entry, Bloomberg, Administration, Auditing, Social Media, Team Leadership, CPA, Teamwork, Financial Accounting, Policy, English, Financial Modeling, Financial Reporting, Marketing Strategy, Fundraising
Education
St. Francis College 2010 — 2012
M.S., Accounting
St. Francis College 2005 — 2010
B.S., Business Management
BDO USA, LLP January 2012 - Present
Salibello & Broder LLP January 2011 - December 2011
St. Francis College January 2006 - January 2011
Merrill Lynch - Global Wealth Management January 2010 - May 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Event Management, Microsoft Office, Marketing, Event Planning, Non-profits, Outlook, Public Relations, Financial Analysis, Editing, Access, Research, Nonprofits, Advertising, Accounting, Analysis, Budgets, Blogging, Data Analysis, Facebook, Social Networking, Photoshop, Customer Service, Spanish, Leadership, Public Speaking, Management, Time Management, Data Entry, Bloomberg, Administration, Auditing, Social Media, Team Leadership, CPA, Teamwork, Financial Accounting, Policy, English, Financial Modeling, Financial Reporting, Marketing Strategy, Fundraising
Education
St. Francis College 2010 — 2012
M.S., Accounting
St. Francis College 2005 — 2010
B.S., Business Management
aleece townsend aleece townsend's Merrill Lynch Global Wealth Management Experience November 2006 - August 2007
Job Pembroke Investments
Industry Financial Services
Experience
Pembroke Investments August 2009 - Present
Smith Barney September 2007 - November 2008
Merrill lynch Global Wealth Management November 2006 - August 2007
Merrill Lynch 1981 - 1984
Skills
Wealth Management, Financial Planning, Retirement Planning, Series 7, Series 63, Investment Advisory, Securities, Financial Advisory, Strategic Financial..., High Net Worth..., Asset Allocation, Retirement, Mutual Funds, Financial Analysis, Portfolio Management, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1991
MBA, Investments
California State University-Northridge 1973 — 1977
BA, Biology/Chemistry
Fairleigh Dickinson University 2004 — 2005
Certificate, Financial Planning
Pembroke Investments August 2009 - Present
Smith Barney September 2007 - November 2008
Merrill lynch Global Wealth Management November 2006 - August 2007
Merrill Lynch 1981 - 1984
Skills
Wealth Management, Financial Planning, Retirement Planning, Series 7, Series 63, Investment Advisory, Securities, Financial Advisory, Strategic Financial..., High Net Worth..., Asset Allocation, Retirement, Mutual Funds, Financial Analysis, Portfolio Management, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1991
MBA, Investments
California State University-Northridge 1973 — 1977
BA, Biology/Chemistry
Fairleigh Dickinson University 2004 — 2005
Certificate, Financial Planning
Jean Rungvivatjarus's Merrill Lynch Global Wealth Management Experience June 2009 — September 2009
Job Data Consultant at Kaiser Permanente
Industry Healthcare Consulting
Experience
Hitachi Consulting February 2013 — September 2017
Engel & Voelkers March 2012 — April 2013
UST Global June 2011 — February 2013
UC Irvine The Paul Merage School of Business September 2009 — June 2011
School of Social Sciences Dean's Ambassadors Council, UC Irvine September 2009 — June 2011
Merrill Lynch Global Wealth Management June 2009 — September 2009
Kim Art School July 2008 — September 2008
Skills
Tableau, Visio, Analysis, Business Analysis, Data Analysis, Access, SharePoint, Project Management, PowerPoint, Business Process, Management, Microsoft Office, SPSS, Microsoft Excel, Team Building, Research, SDLC, Quality Assurance, Databases, Time Management, Public Speaking, Outlook, Social Media, Strategy, CRM, Scrum, Agile Methodologies, Financial Analysis
Education
University of California, Irvine 2008 — 2011
B.A.
Cerritos High School 2004 — 2008
High School Diploma
Hitachi Consulting February 2013 — September 2017
Engel & Voelkers March 2012 — April 2013
UST Global June 2011 — February 2013
UC Irvine The Paul Merage School of Business September 2009 — June 2011
School of Social Sciences Dean's Ambassadors Council, UC Irvine September 2009 — June 2011
Merrill Lynch Global Wealth Management June 2009 — September 2009
Kim Art School July 2008 — September 2008
Skills
Tableau, Visio, Analysis, Business Analysis, Data Analysis, Access, SharePoint, Project Management, PowerPoint, Business Process, Management, Microsoft Office, SPSS, Microsoft Excel, Team Building, Research, SDLC, Quality Assurance, Databases, Time Management, Public Speaking, Outlook, Social Media, Strategy, CRM, Scrum, Agile Methodologies, Financial Analysis
Education
University of California, Irvine 2008 — 2011
B.A.
Cerritos High School 2004 — 2008
High School Diploma
Alfred L Minter, CFP®, AAMS®, CRPC®'s Merrill Lynch Global Wealth Management Experience October 2007 - June 2009
Job Senior Financial Advisor
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
TIAA-CREF August 2013 - December 2014
TIAA-CREF September 2010 - August 2013
aVERT Energy, LLC November 2009 - September 2010
Merrill Lynch Global Wealth Management October 2007 - June 2009
BearingPoint October 2005 - September 2007
Hewlett-Packard July 1980 - October 2005
Honeywell Information Systems April 1978 - July 1980
Skills
Infrastructure, Business Service..., Financial Services, Management Consulting, Portfolio Management, Business Planning, Business Development, Finance, Relationship Management, Strategic Planning, Strategic Financial..., Business Analysis, Sales Management, Cross-functional Team..., New Business Development, CRM, Leadership, Retirement, Investments, Banking, Marketing, Analysis, Enterprise Software, Strategy, Process Improvement, Business Process..., Management, Sales, Business Process, IT Strategy, SaaS, Vendor Management, Insurance, Sales Operations, Executive Management, Financial Risk, Wealth Management, Financial Planning
Education
College for Financial Planning 2010 — 2011
CRPC®, Chartered Retirement Planning Counselor™
College for Financial Planning 2007 — 2007
AWMA®, Accredited Wealth Management Advisor™
University of North Carolina at Charlotte - Belk College of Business 2002 — 2005
MBA, Corporate Finance
University of North Carolina at Charlotte - Belk College of Business 1996 — 2001
BS, Financial Institutions and Commercial Banking
College for Financial Planning 1997 — 1997
AAMS®, Accredited Asset Management Specialist™
College for Financial Planning 1996 — 1996
CMFC®, Chartered Mutual Fund Counselor™
College for Financial Planning 1988 — 1990
CFP®, Certified Financial Planner™
TIAA-CREF December 2014 - Present
TIAA-CREF August 2013 - December 2014
TIAA-CREF September 2010 - August 2013
aVERT Energy, LLC November 2009 - September 2010
Merrill Lynch Global Wealth Management October 2007 - June 2009
BearingPoint October 2005 - September 2007
Hewlett-Packard July 1980 - October 2005
Honeywell Information Systems April 1978 - July 1980
Skills
Infrastructure, Business Service..., Financial Services, Management Consulting, Portfolio Management, Business Planning, Business Development, Finance, Relationship Management, Strategic Planning, Strategic Financial..., Business Analysis, Sales Management, Cross-functional Team..., New Business Development, CRM, Leadership, Retirement, Investments, Banking, Marketing, Analysis, Enterprise Software, Strategy, Process Improvement, Business Process..., Management, Sales, Business Process, IT Strategy, SaaS, Vendor Management, Insurance, Sales Operations, Executive Management, Financial Risk, Wealth Management, Financial Planning
Education
College for Financial Planning 2010 — 2011
CRPC®, Chartered Retirement Planning Counselor™
College for Financial Planning 2007 — 2007
AWMA®, Accredited Wealth Management Advisor™
University of North Carolina at Charlotte - Belk College of Business 2002 — 2005
MBA, Corporate Finance
University of North Carolina at Charlotte - Belk College of Business 1996 — 2001
BS, Financial Institutions and Commercial Banking
College for Financial Planning 1997 — 1997
AAMS®, Accredited Asset Management Specialist™
College for Financial Planning 1996 — 1996
CMFC®, Chartered Mutual Fund Counselor™
College for Financial Planning 1988 — 1990
CFP®, Certified Financial Planner™
Mac Garber's Merrill Lynch Global Wealth Management Experience February 2007 - June 2007
Job Director at FTI Consulting
Industry Management Consulting
Experience
FTI Consulting October 2014 - Present
FTI Consulting April 2014 - September 2014
FTI Consulting April 2011 - March 2014
FTI Consulting July 2008 - March 2011
Merrill Lynch Global Wealth Management February 2007 - June 2007
Skills
Financial Modeling, Managerial Finance, Forecasting, Management Consulting, Finance, Project Management, Due Diligence, Corporate Finance, Private Equity, Budgets, Accounting, Business Planning, Restructuring, Entrepreneurship, Strategy
Education
The College of William and Mary - The Mason School of Business 2006 — 2008
BBA, Finance, Accounting, Economics
William & Mary 2004 — 2008
BBA, Finance, Accounting, Economics
Central Dauphin East High School
Wall Street Prep Training
Corporate Finance Modeling & Analytics I
Wall Street Prep Training
Corporate Finance Modeling & Analytics II
FTI Consulting October 2014 - Present
FTI Consulting April 2014 - September 2014
FTI Consulting April 2011 - March 2014
FTI Consulting July 2008 - March 2011
Merrill Lynch Global Wealth Management February 2007 - June 2007
Skills
Financial Modeling, Managerial Finance, Forecasting, Management Consulting, Finance, Project Management, Due Diligence, Corporate Finance, Private Equity, Budgets, Accounting, Business Planning, Restructuring, Entrepreneurship, Strategy
Education
The College of William and Mary - The Mason School of Business 2006 — 2008
BBA, Finance, Accounting, Economics
William & Mary 2004 — 2008
BBA, Finance, Accounting, Economics
Central Dauphin East High School
Wall Street Prep Training
Corporate Finance Modeling & Analytics I
Wall Street Prep Training
Corporate Finance Modeling & Analytics II
Jeffrey Ting CFP CIMA CRPC's Merrill Lynch Global Wealth Management Experience July 1997 - Present
Job
Industry Financial Services
Experience
Merrill Lynch - Global Wealth Management July 1997 - Present
Skills
Financial Advisory, Series 7, FINRA, Series 65, Uniform Combined State..., Series 63, Life Insurance, Investment Advisory, Retirement Planning, Certified Investment..., Mutual Funds, Wealth Management, Strategic Financial..., Investment Management, Asset Management, Investments, Bonds, Finance, Estate Planning, Financial Planning
Education
College of Financial Planning 2004 — 2005
CRPC
University of California, Berkeley, Haas School of Business
CIMA
The Wharton School, University of Pennsylvania 2003 — 2003
Executive Program
Golden Gate University 2001 — 2003
CFP
University of California, Berkeley 1993 — 1997
B.A.
Merrill Lynch - Global Wealth Management July 1997 - Present
Skills
Financial Advisory, Series 7, FINRA, Series 65, Uniform Combined State..., Series 63, Life Insurance, Investment Advisory, Retirement Planning, Certified Investment..., Mutual Funds, Wealth Management, Strategic Financial..., Investment Management, Asset Management, Investments, Bonds, Finance, Estate Planning, Financial Planning
Education
College of Financial Planning 2004 — 2005
CRPC
University of California, Berkeley, Haas School of Business
CIMA
The Wharton School, University of Pennsylvania 2003 — 2003
Executive Program
Golden Gate University 2001 — 2003
CFP
University of California, Berkeley 1993 — 1997
B.A.
Aaron Lassanske, CFA, CAIA's Merrill Lynch Global Wealth Management Experience April 2009 - September 2011
Job
Industry Investment Management
Experience
BlackRock September 2011 - Present
Merrill Lynch Global Wealth Management April 2009 - September 2011
Bank of America September 2008 - April 2009
Bank of America May 2004 - September 2008
Northern Trust Global Investments May 2003 - August 2003
Asset Consulting Group November 1999 - July 2002
Skills
Investments, Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds, Equities, Investment Strategies, Investment Management, Series 7, Portfolio Management, Asset Managment, Mutual Funds, Financial Modeling, Equity Research
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Finance
Truman State University
BA, Business Administration (Finance/Economics)
BlackRock September 2011 - Present
Merrill Lynch Global Wealth Management April 2009 - September 2011
Bank of America September 2008 - April 2009
Bank of America May 2004 - September 2008
Northern Trust Global Investments May 2003 - August 2003
Asset Consulting Group November 1999 - July 2002
Skills
Investments, Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds, Equities, Investment Strategies, Investment Management, Series 7, Portfolio Management, Asset Managment, Mutual Funds, Financial Modeling, Equity Research
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Finance
Truman State University
BA, Business Administration (Finance/Economics)
J Vicente Davila, CRPC's Merrill Lynch Global Wealth Management Experience March 2012 - Present
Job Senior International Financial Advisor at Merrill Lynch Global Wealth Management
Industry Investment Management
Experience
Merrill Lynch - Global Wealth Management March 2012 - Present
Merrill Lynch - Global Wealth Management May 2010 - Present
Merrill Lynch - Global Wealth Management September 2009 - Present
Oasis Bank January 2008 - June 2009
JP Morgan Chase September 2007 - January 2008
Washington Mutual, Inc. May 2003 - August 2007
Barclays July 1997 - September 2002
Bancafe International March 1993 - June 1997
Skills
Portfolio Management, Series 7, Financial Modeling, Private Equity, Valuation, Financial Analysis, Strategy, Forecasting, Capital Markets, Strategic Planning, Finance, Fixed Income, Mergers, Banking, Management, Credit Analysis, Mergers & Acquisitions, Investment Strategies, Wealth Management, Corporate Finance, Executive Management, Mutual Funds, Securities, Investment Banking, Investment Advisory, Commercial Banking, Emerging Markets, Trading, Relationship Management, Series 63, Retirement, Insurance, Credit, Financial Advisory, Financial Services, Derivatives, Loans, Bonds, Equities, Asset Allocation, Alternative Investments, Asset Management
Education
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor
University of Miami 1994 — 1995
MBA
Colegio de Estudios Superiores de Administración 1987 — 1991
Bachelors
Gimnasio Campestre 1982 — 1986
High School Diploma
Merrill Lynch - Global Wealth Management March 2012 - Present
Merrill Lynch - Global Wealth Management May 2010 - Present
Merrill Lynch - Global Wealth Management September 2009 - Present
Oasis Bank January 2008 - June 2009
JP Morgan Chase September 2007 - January 2008
Washington Mutual, Inc. May 2003 - August 2007
Barclays July 1997 - September 2002
Bancafe International March 1993 - June 1997
Skills
Portfolio Management, Series 7, Financial Modeling, Private Equity, Valuation, Financial Analysis, Strategy, Forecasting, Capital Markets, Strategic Planning, Finance, Fixed Income, Mergers, Banking, Management, Credit Analysis, Mergers & Acquisitions, Investment Strategies, Wealth Management, Corporate Finance, Executive Management, Mutual Funds, Securities, Investment Banking, Investment Advisory, Commercial Banking, Emerging Markets, Trading, Relationship Management, Series 63, Retirement, Insurance, Credit, Financial Advisory, Financial Services, Derivatives, Loans, Bonds, Equities, Asset Allocation, Alternative Investments, Asset Management
Education
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor
University of Miami 1994 — 1995
MBA
Colegio de Estudios Superiores de Administración 1987 — 1991
Bachelors
Gimnasio Campestre 1982 — 1986
High School Diploma
Kevin A. Worsh's Merrill Lynch Global Wealth Management Experience December 2008 - November 2010
Job Senior Wealth Director I help successful Executives and Families avoid the mistakes that diminish wealth
Industry Financial Services
Experience
BNY Mellon Wealth Management November 2010 - Present
Merrill Lynch Global Wealth Management December 2008 - November 2010
Neuberger Berman April 2006 - December 2008
SEI Investments March 2001 - April 2006
The Graham Company September 1992 - March 2001
Unted States Navy July 1985 - September 1992
Skills
Investment Strategies, Portfolio Management, Wealth Management, Leadership, Mutual Funds, Hedge Funds, Asset Allocation, Finance, Asset Management, Financial Risk, Series 7, Wealth, Alternative Investments, Retirement Planning, Financial Advisory, Capital Markets, Investment Banking, Retirement, Strategic Financial..., Separately Managed..., Valuation, Wealth Management..., Estate Planning, Bonds, Investments, Financial Planning
Education
Rensselaer Polytechnic Institute 1990 — 1992
MBA, Manufacturing and Finance
United States Naval Academy 1981 — 1985
BNY Mellon Wealth Management November 2010 - Present
Merrill Lynch Global Wealth Management December 2008 - November 2010
Neuberger Berman April 2006 - December 2008
SEI Investments March 2001 - April 2006
The Graham Company September 1992 - March 2001
Unted States Navy July 1985 - September 1992
Skills
Investment Strategies, Portfolio Management, Wealth Management, Leadership, Mutual Funds, Hedge Funds, Asset Allocation, Finance, Asset Management, Financial Risk, Series 7, Wealth, Alternative Investments, Retirement Planning, Financial Advisory, Capital Markets, Investment Banking, Retirement, Strategic Financial..., Separately Managed..., Valuation, Wealth Management..., Estate Planning, Bonds, Investments, Financial Planning
Education
Rensselaer Polytechnic Institute 1990 — 1992
MBA, Manufacturing and Finance
United States Naval Academy 1981 — 1985
Lifan Shen's Merrill Lynch Global Wealth Management Experience June 2013 - Present
Job Merrill Lynch Global Wealth Management
Industry Investment Management
Experience
Merrill Lynch Global Wealth Management June 2013 - Present
J.P. Morgan Private Bank May 2009 - May 2013
Goldman Sachs June 2000 - June 2006
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Dartmouth College 1996 — 2000
AB
Stuyvesant High School 1992 — 1996
Merrill Lynch Global Wealth Management June 2013 - Present
J.P. Morgan Private Bank May 2009 - May 2013
Goldman Sachs June 2000 - June 2006
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Dartmouth College 1996 — 2000
AB
Stuyvesant High School 1992 — 1996
Philip E Pouey's Merrill Lynch Global Wealth Management Experience 2012 - 2015
Job Investment Solutions Representative
Industry Banking
Experience
Fidelity Investments 2015 - Present
Merrill Lynch Global Wealth Management 2012 - 2015
JPMorgan Chase Bank 2011 - 2012
JPMorgan Chase Bank 2008 - 2010
JPMorgan Chase Bank 2006 - April 2008
JPMorgan Chase Bank 2003 - 2006
Skills
Strategic Planning, Mortgage Lending, English, Loans, Credit, Risk Management, Banking, Management, Finance, Mergers & Acquisitions, Strategic Financial..., Investments, Financial Risk, Credit Analysis, Executive Management, Financial Analysis, Mortgage Banking, Commercial Lending, Wealth Management, Strategy, Cash Management, Small Business, Financial Services, Loan Origination, Credit Risk, Small Business Lending, Relationship Management, Financial Planning
Education
St. Thomas University
MBA
Saint Leo University
BBA
Fidelity Investments 2015 - Present
Merrill Lynch Global Wealth Management 2012 - 2015
JPMorgan Chase Bank 2011 - 2012
JPMorgan Chase Bank 2008 - 2010
JPMorgan Chase Bank 2006 - April 2008
JPMorgan Chase Bank 2003 - 2006
Skills
Strategic Planning, Mortgage Lending, English, Loans, Credit, Risk Management, Banking, Management, Finance, Mergers & Acquisitions, Strategic Financial..., Investments, Financial Risk, Credit Analysis, Executive Management, Financial Analysis, Mortgage Banking, Commercial Lending, Wealth Management, Strategy, Cash Management, Small Business, Financial Services, Loan Origination, Credit Risk, Small Business Lending, Relationship Management, Financial Planning
Education
St. Thomas University
MBA
Saint Leo University
BBA
Reggie Woods's Merrill Lynch Global Wealth Management Experience June 2007 - July 2011
Job Director Wealth Management and Investments
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2013 - Present
The Fitting Studio January 2010 - December 2013
Merrill Lynch August 2011 - October 2013
Merrill Lynch Global Wealth Management June 2007 - July 2011
Merrill Lynch May 2006 - June 2007
Wells Fargo Bank June 2003 - June 2005
TSN Labs, Inc February 2002 - June 2004
Skills
Investments, Portfolio Management, Investment Banking, Strategy, Finance, Asset Allocation, Management, Marketing, Financial Modeling, Financial Analysis, Sales Management, Sales, Valuation, Series 7, Due Diligence, Strategic Financial..., Wealth Management, Executive Management, Alternative Investments, Asset Management, Business Strategy, Corporate Finance, Entrepreneurship, Management Consulting, Mergers, Private Equity, Start-ups, Training, Venture Capital
Education
Brigham Young University 2003 — 2007
BS, Economics
Bank of America Merrill Lynch October 2013 - Present
The Fitting Studio January 2010 - December 2013
Merrill Lynch August 2011 - October 2013
Merrill Lynch Global Wealth Management June 2007 - July 2011
Merrill Lynch May 2006 - June 2007
Wells Fargo Bank June 2003 - June 2005
TSN Labs, Inc February 2002 - June 2004
Skills
Investments, Portfolio Management, Investment Banking, Strategy, Finance, Asset Allocation, Management, Marketing, Financial Modeling, Financial Analysis, Sales Management, Sales, Valuation, Series 7, Due Diligence, Strategic Financial..., Wealth Management, Executive Management, Alternative Investments, Asset Management, Business Strategy, Corporate Finance, Entrepreneurship, Management Consulting, Mergers, Private Equity, Start-ups, Training, Venture Capital
Education
Brigham Young University 2003 — 2007
BS, Economics
Ritchie Gomez's Merrill Lynch Global Wealth Management Experience 1997 - Present
Job Senior Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch - Global Wealth Management 1997 - Present
Citigroup January 1989 - March 1997
Education
Marist College 1987 — 1991
Bachelor's Degree, Finance and Financial Management Services
Xaverian High School 1983 — 1987
High School
Merrill Lynch - Global Wealth Management 1997 - Present
Citigroup January 1989 - March 1997
Education
Marist College 1987 — 1991
Bachelor's Degree, Finance and Financial Management Services
Xaverian High School 1983 — 1987
High School
Greg Yavner's Merrill Lynch Global Wealth Management Experience June 2012 - October 2013
Job Corporate and Strategic Business Development, Competitive/Marketing Intelligence & Investment Research at Porchlight
Industry Management Consulting
Experience
Porchlight Consulting LLC 2002 - Present
Merrill Lynch Global Wealth Management June 2012 - October 2013
Texas-Israel Chamber of Commerce September 2008 - November 2011
First New York Securities June 1999 - July 2002
Slater Asset Management March 1998 - May 1999
American High Growth Equities April 1994 - January 1998
Skills
Growth Executive, Strategic Business..., Research/Due Diligence, Investment Analysis, Industry Relations, Management Consultant, Strategy, Mergers & Acquisitions, Due Diligence, Management, Management Consulting, Executive Management, Strategic Planning, Business Strategy, Start-ups, Entrepreneurship, Leadership, Investments
Education
Columbia University Graduate School of Business 2011 — 2011
Executive Education Program
European University 1991 — 1992
MBA
Tulane University 1986 — 1990
BA
Livingston High School
Porchlight Consulting LLC 2002 - Present
Merrill Lynch Global Wealth Management June 2012 - October 2013
Texas-Israel Chamber of Commerce September 2008 - November 2011
First New York Securities June 1999 - July 2002
Slater Asset Management March 1998 - May 1999
American High Growth Equities April 1994 - January 1998
Skills
Growth Executive, Strategic Business..., Research/Due Diligence, Investment Analysis, Industry Relations, Management Consultant, Strategy, Mergers & Acquisitions, Due Diligence, Management, Management Consulting, Executive Management, Strategic Planning, Business Strategy, Start-ups, Entrepreneurship, Leadership, Investments
Education
Columbia University Graduate School of Business 2011 — 2011
Executive Education Program
European University 1991 — 1992
MBA
Tulane University 1986 — 1990
BA
Livingston High School
Rick Nersesian's Merrill Lynch Global Wealth Management Experience 1985 - 2003
Job CEO Rick Nersesian Consulting
Industry Financial Services
Experience
Rick Nersesian Consulting December 2008 - Present
RIAA 2007 - 2010
UBS Wealth Management 2006 - 2007
UBS Wealth Management 2004 - 2006
Merrill Lynch 1985 - 2004
Merrill Lynch Global Wealth Management 1985 - 2003
Exxon Corporation 1977 - 1985
Skills
Retirement Income..., IRA Rollovers, Tax Law, Retirement Planning, Annuities, Wealth Management, Retirement, IRAs, Fixed Annuities, Pensions, Mutual Funds, Strategic Financial..., Financial Services, Insurance, Investments, Series 7, Asset Management, Alternative Investments, 401k, Series 63, Asset Allocation, Financial Planning
Education
Boston College Law School
JD, Law - taxation
Syracuse University
Political Science
Rick Nersesian Consulting December 2008 - Present
RIAA 2007 - 2010
UBS Wealth Management 2006 - 2007
UBS Wealth Management 2004 - 2006
Merrill Lynch 1985 - 2004
Merrill Lynch Global Wealth Management 1985 - 2003
Exxon Corporation 1977 - 1985
Skills
Retirement Income..., IRA Rollovers, Tax Law, Retirement Planning, Annuities, Wealth Management, Retirement, IRAs, Fixed Annuities, Pensions, Mutual Funds, Strategic Financial..., Financial Services, Insurance, Investments, Series 7, Asset Management, Alternative Investments, 401k, Series 63, Asset Allocation, Financial Planning
Education
Boston College Law School
JD, Law - taxation
Syracuse University
Political Science
Kyle Shindler's Merrill Lynch Global Wealth Management Experience December 2005 - August 2011
Job Account Executive, Marketing Solutions at LinkedIn
Industry Internet
Experience
LinkedIn January 2015 - Present
Burger Bedlam, LLC June 2009 - Present
LinkedIn May 2014 - December 2014
LinkedIn May 2012 - May 2014
Operative, Inc. March 2012 - April 2012
Operative, Inc. October 2011 - March 2012
Merrill Lynch - Global Wealth Management December 2005 - August 2011
Merrill Lynch - Global Wealth Management April 2005 - August 2011
Skills
Digital Marketing, Account Management, Social Media, Online Advertising, Digital Strategy, Social Media Marketing, Digital Media, Client Relationship..., Negotiation, Client Retention, Brand Awareness, Sales, SEO, Salesforce.com, CRM, Microsoft Office, Client Services, Product Marketing, Management, Business Strategy, Up-selling, Relaxation, Cross Selling, Upselling, SEO copywriting, SaaS, Customer Engagement, Advertising Sales, Cross-functional Team..., Enterprise Software, Lead Generation, Training, Client Engagement, Brand Development, Renewals, Training & Development, Organic Search, Financial Services, Table Tennis, Burgers, Blogging
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Science (B.S.), Sports Marketing & Management, Kelley School of Business Foundations Certificate
New York University 2011 — 2012
Professional Certificate, Digital Media Marketing
LinkedIn January 2015 - Present
Burger Bedlam, LLC June 2009 - Present
LinkedIn May 2014 - December 2014
LinkedIn May 2012 - May 2014
Operative, Inc. March 2012 - April 2012
Operative, Inc. October 2011 - March 2012
Merrill Lynch - Global Wealth Management December 2005 - August 2011
Merrill Lynch - Global Wealth Management April 2005 - August 2011
Skills
Digital Marketing, Account Management, Social Media, Online Advertising, Digital Strategy, Social Media Marketing, Digital Media, Client Relationship..., Negotiation, Client Retention, Brand Awareness, Sales, SEO, Salesforce.com, CRM, Microsoft Office, Client Services, Product Marketing, Management, Business Strategy, Up-selling, Relaxation, Cross Selling, Upselling, SEO copywriting, SaaS, Customer Engagement, Advertising Sales, Cross-functional Team..., Enterprise Software, Lead Generation, Training, Client Engagement, Brand Development, Renewals, Training & Development, Organic Search, Financial Services, Table Tennis, Burgers, Blogging
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Science (B.S.), Sports Marketing & Management, Kelley School of Business Foundations Certificate
New York University 2011 — 2012
Professional Certificate, Digital Media Marketing
Bomi Song's Merrill Lynch Global Wealth Management Experience 2006 - Present
Job Senior Vice President, Field Marketing
Industry Financial Services
Experience
Bank of America October 2010 - Present
Merrill Lynch, Global Wealth Management 2006 - Present
Education
Tufts University
Bank of America October 2010 - Present
Merrill Lynch, Global Wealth Management 2006 - Present
Education
Tufts University
Alberto Hamonet's Merrill Lynch Global Wealth Management Experience May 2012 - Present
Job US Domestic / International Financial Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch Global Wealth Management May 2012 - Present
BrightSide Partners LLC May 2010 - December 2011
UBS AG May 2000 - April 2010
Skills
Wealth Management, Private Banking, Alternative Investments, Wealth Management..., Series 7, Investment Advisory, Fixed Income, Investment Strategies, Asset Managment, Equities, Asset Allocation, Investment Banking, Structured Products, Investments, Portfolio Management, Series 63, Asset Management, Banking, Wealth, Equity Derivatives, Financial Markets, Hedge Funds, Capital Markets, Emerging Markets, Investment Management, Financial Services, Derivatives, Mutual Funds, Bonds, Bloomberg, Private Equity, Securities, ETFs, FX Options, FINRA, Finance, Financial Advisory, Options, Trading, Uniform Combined State...
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, International Finance
Universidad Catolica Argentina 1982 — 1987
CPA, Certified Public Accountant
Universidad Catolica Argentina 1982 — 1987
BA, Business Administration
Merrill Lynch Global Wealth Management May 2012 - Present
BrightSide Partners LLC May 2010 - December 2011
UBS AG May 2000 - April 2010
Skills
Wealth Management, Private Banking, Alternative Investments, Wealth Management..., Series 7, Investment Advisory, Fixed Income, Investment Strategies, Asset Managment, Equities, Asset Allocation, Investment Banking, Structured Products, Investments, Portfolio Management, Series 63, Asset Management, Banking, Wealth, Equity Derivatives, Financial Markets, Hedge Funds, Capital Markets, Emerging Markets, Investment Management, Financial Services, Derivatives, Mutual Funds, Bonds, Bloomberg, Private Equity, Securities, ETFs, FX Options, FINRA, Finance, Financial Advisory, Options, Trading, Uniform Combined State...
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, International Finance
Universidad Catolica Argentina 1982 — 1987
CPA, Certified Public Accountant
Universidad Catolica Argentina 1982 — 1987
BA, Business Administration
David Marcus, CFA's Merrill Lynch Global Wealth Management Experience September 2009 - Present
Job Vice President at Merrill Lynch Global Wealth Management
Industry Internet
Experience
Merrill Lynch Global Wealth Management September 2009 - Present
UBS February 2009 - October 2009
Cyber Financial Network, Inc. April 1999 - December 2007
MONY Group August 1997 - April 1999
Merrill Lynch 1990 - 1997
Education
Pace University - Lubin School of Business
BA, Accounting
St. John's University, The Peter J. Tobin College of Business
MBA, Finance
Merrill Lynch Global Wealth Management September 2009 - Present
UBS February 2009 - October 2009
Cyber Financial Network, Inc. April 1999 - December 2007
MONY Group August 1997 - April 1999
Merrill Lynch 1990 - 1997
Education
Pace University - Lubin School of Business
BA, Accounting
St. John's University, The Peter J. Tobin College of Business
MBA, Finance
Phil Diblasi's Merrill Lynch Global Wealth Management Experience June 2006 - Present
Job Financial Advisor
Industry Investment Management
Experience
Merrill Lynch Global Wealth Management June 2006 - Present
Education
Flagler College
Merrill Lynch Global Wealth Management June 2006 - Present
Education
Flagler College
Jyoti Chopra's Merrill Lynch Global Wealth Management Experience July 1998 - January 2009
Job Managing Director and Global Head of Diversity and Inclusion at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2012 - Present
Deloitte Touche Tohmatsu February 2009 - August 2012
Merrill Lynch Bank Group July 2006 - January 2009
Merrill Lynch July 1998 - January 2009
Merrill Lynch, Global Wealth Management July 1998 - January 2009
Skills
Leadership, Strategy, Banking, Asset Managment, Public Relations, Financial Services, Portfolio Management, Management, Business Strategy, Strategic Communications, Investments, Wealth Management, Corporate Communications, Alternative Investments, Private Equity, Management Consulting, Investment Banking, Financial Modeling, Mergers & Acquisitions, Talent Management, Internal Communications, Series 7, Asset Management, Program Management
Education
University of Oxford - Said Business School 2015 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 1999 — 2002
SII, Business and Finance
New York University 1987 — 1989
BA Honors, Journalism
BNY Mellon August 2012 - Present
Deloitte Touche Tohmatsu February 2009 - August 2012
Merrill Lynch Bank Group July 2006 - January 2009
Merrill Lynch July 1998 - January 2009
Merrill Lynch, Global Wealth Management July 1998 - January 2009
Skills
Leadership, Strategy, Banking, Asset Managment, Public Relations, Financial Services, Portfolio Management, Management, Business Strategy, Strategic Communications, Investments, Wealth Management, Corporate Communications, Alternative Investments, Private Equity, Management Consulting, Investment Banking, Financial Modeling, Mergers & Acquisitions, Talent Management, Internal Communications, Series 7, Asset Management, Program Management
Education
University of Oxford - Said Business School 2015 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 1999 — 2002
SII, Business and Finance
New York University 1987 — 1989
BA Honors, Journalism
Kenneth Winch, CFA's Merrill Lynch Global Wealth Management Experience January 2006 - December 2009
Job Executive Director, Head of Segment and Banking Marketing at UBS
Industry Financial Services
Experience
UBS April 2014 - Present
UBS March 2013 - March 2014
Merrill Lynch Wealth Management January 2010 - March 2013
Merrill Lynch, Global Wealth Management January 2006 - December 2009
Merrill Lynch Wealth Management January 2003 - December 2005
Merrill Lynch Wealth Management March 1998 - December 2002
Federal Reserve Bank of New York June 1993 - February 1998
Skills
CFA, Financial Services, Marketing, Management, Alternative Investments, Financial Advisory, Asset Management, Series 7, Investment Advisory, Investments, Equities, Wealth Management..., Wealth Management, Asset Allocation, Portfolio Management, Chartered Financial..., Mutual Funds, Securities, Fixed Income, Series 63, Hedge Funds, Marketing Strategy, Finance, Capital Markets, Retirement Planning
Education
Columbia University - School of International and Public Affairs 1991 — 1993
Master of International Affairs, International Banking and Finance
Grinnell College 1984 — 1988
BA
UBS April 2014 - Present
UBS March 2013 - March 2014
Merrill Lynch Wealth Management January 2010 - March 2013
Merrill Lynch, Global Wealth Management January 2006 - December 2009
Merrill Lynch Wealth Management January 2003 - December 2005
Merrill Lynch Wealth Management March 1998 - December 2002
Federal Reserve Bank of New York June 1993 - February 1998
Skills
CFA, Financial Services, Marketing, Management, Alternative Investments, Financial Advisory, Asset Management, Series 7, Investment Advisory, Investments, Equities, Wealth Management..., Wealth Management, Asset Allocation, Portfolio Management, Chartered Financial..., Mutual Funds, Securities, Fixed Income, Series 63, Hedge Funds, Marketing Strategy, Finance, Capital Markets, Retirement Planning
Education
Columbia University - School of International and Public Affairs 1991 — 1993
Master of International Affairs, International Banking and Finance
Grinnell College 1984 — 1988
BA
Amanda Raney's Merrill Lynch Global Wealth Management Experience August 2006 - May 2011
Job VP; Associate Complex Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Morgan Stanley Wealth Management April 2013 - Present
Merrill Lynch May 2011 - February 2013
LEAD for Women Virtual Chapter May 2011 - May 2012
Bank of America July 2010 - January 2012
Envision 20/20 "Recruitable Communities" Initiative June 2010 - June 2011
Bank of America February 2010 - June 2011
River Region United Way June 2009 - June 2011
Merrill Lynch Global Wealth Management August 2006 - May 2011
River Region Health Information Exchange Initiative January 2010 - December 2010
Skills
Program Management, Performance Management, Leadership Development, Fundraising, Strategy, Customer Experience, Leadership, Business Planning, Sales Management
Education
Auburn University at Montgomery 2008 — 2013
MBA
Jacksonville University 2005 — 2006
BBA
Huntingdon College 2001 — 2003
Morgan Stanley April 2015 - Present
Morgan Stanley Wealth Management April 2013 - Present
Merrill Lynch May 2011 - February 2013
LEAD for Women Virtual Chapter May 2011 - May 2012
Bank of America July 2010 - January 2012
Envision 20/20 "Recruitable Communities" Initiative June 2010 - June 2011
Bank of America February 2010 - June 2011
River Region United Way June 2009 - June 2011
Merrill Lynch Global Wealth Management August 2006 - May 2011
River Region Health Information Exchange Initiative January 2010 - December 2010
Skills
Program Management, Performance Management, Leadership Development, Fundraising, Strategy, Customer Experience, Leadership, Business Planning, Sales Management
Education
Auburn University at Montgomery 2008 — 2013
MBA
Jacksonville University 2005 — 2006
BBA
Huntingdon College 2001 — 2003
John Marino's Merrill Lynch Global Wealth Management Experience January 2008 - November 2011
Job Manager, Corporate Development at Pitney Bowes
Industry Financial Services
Experience
Pitney Bowes July 2013 - Present
Pitney Bowes November 2011 - June 2013
Merrill Lynch Global Wealth Management January 2008 - November 2011
Merrill Lynch Global Wealth Management November 2006 - April 2007
Education
The University of Connecticut School of Business 2010 — 2013
Master of Business Administration (MBA), Finance
Sacred Heart University, John F. Welch School of Business
B.S. dual, Finance and Business Administration
Pitney Bowes July 2013 - Present
Pitney Bowes November 2011 - June 2013
Merrill Lynch Global Wealth Management January 2008 - November 2011
Merrill Lynch Global Wealth Management November 2006 - April 2007
Education
The University of Connecticut School of Business 2010 — 2013
Master of Business Administration (MBA), Finance
Sacred Heart University, John F. Welch School of Business
B.S. dual, Finance and Business Administration
Michelle Runyon's Merrill Lynch Global Wealth Management Experience February 2007 - June 2008
Job Adjunct Communications Professor
Industry Higher Education
Experience
Rider University September 2009 - Present
Bank of America March 2010 - June 2014
The Creative Group February 2009 - September 2009
Merrill Lynch - Global Wealth Management February 2007 - June 2008
Merrill Lynch September 2004 - February 2007
Merrill Lynch September 1999 - August 2004
Skills
Marketing Communications, Program Management, Internal Communications, Project Management
Education
La Salle University 2005 — 2007
MA, Business Communications
Rider University 1998 — 2001
BA, Public Relations and Journalism
Rider University September 2009 - Present
Bank of America March 2010 - June 2014
The Creative Group February 2009 - September 2009
Merrill Lynch - Global Wealth Management February 2007 - June 2008
Merrill Lynch September 2004 - February 2007
Merrill Lynch September 1999 - August 2004
Skills
Marketing Communications, Program Management, Internal Communications, Project Management
Education
La Salle University 2005 — 2007
MA, Business Communications
Rider University 1998 — 2001
BA, Public Relations and Journalism
Archana Bhosale's Merrill Lynch Global Wealth Management Experience March 2009 - October 2009
Job at
Industry Information Technology and Services
Experience
Merrill Lynch -Bank of America October 2009 - Present
Merrill Lynch Global Wealth Management March 2009 - October 2009
Merrill Lynch December 2006 - October 2008
at&t Treasury and Finance November 2006 - December 2007
Skills
SDLC, Integration, Software Project..., SharePoint, Business Analysis, Enterprise Architecture, Testing, Requirements Analysis, Microsoft SQL Server, Project Portfolio..., Visio, Program Management, Agile Methodologies, Vendor Management, IT Strategy, PMO, Requirements Gathering, Project Management, Software Documentation, Solution Architecture, Analysis
Education
University of Pune
Merrill Lynch -Bank of America October 2009 - Present
Merrill Lynch Global Wealth Management March 2009 - October 2009
Merrill Lynch December 2006 - October 2008
at&t Treasury and Finance November 2006 - December 2007
Skills
SDLC, Integration, Software Project..., SharePoint, Business Analysis, Enterprise Architecture, Testing, Requirements Analysis, Microsoft SQL Server, Project Portfolio..., Visio, Program Management, Agile Methodologies, Vendor Management, IT Strategy, PMO, Requirements Gathering, Project Management, Software Documentation, Solution Architecture, Analysis
Education
University of Pune
Jean-Philippe (JP) Garcy's Merrill Lynch Global Wealth Management Experience March 2010 - October 2012
Job at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Merrill Lynch Global Wealth Management March 2010 - October 2012
HomeShop Technologies, Inc. 2008 - 2009
CBD Inc. October 2005 - July 2007
KEA Capital, Inc. 1994 - 2004
Value Line May 1990 - September 1992
Skills
Investment Strategies, Alternative Investments, Series 7, Investment Banking, Mutual Funds, Strategic Financial..., Fixed Income, Corporate Development, Emerging Markets, Strategic Planning, Public Speaking, Venture Capital, Investment Advisory, Capital Markets, Asset Managment, Retirement Planning, Trading, Wealth Management, Finance, Strategy, Asset Management, Investments, Portfolio Management, Securities, Asset Allocation
Education
Harvard University
Bachelor of Arts (BA)
St. Francis Preparatory
Merrill Lynch Global Wealth Management March 2010 - October 2012
HomeShop Technologies, Inc. 2008 - 2009
CBD Inc. October 2005 - July 2007
KEA Capital, Inc. 1994 - 2004
Value Line May 1990 - September 1992
Skills
Investment Strategies, Alternative Investments, Series 7, Investment Banking, Mutual Funds, Strategic Financial..., Fixed Income, Corporate Development, Emerging Markets, Strategic Planning, Public Speaking, Venture Capital, Investment Advisory, Capital Markets, Asset Managment, Retirement Planning, Trading, Wealth Management, Finance, Strategy, Asset Management, Investments, Portfolio Management, Securities, Asset Allocation
Education
Harvard University
Bachelor of Arts (BA)
St. Francis Preparatory
Joshua S Newberry's Merrill Lynch Global Wealth Management Experience 2007 - July 2015
Job ResultsDriven Business Leader
Industry Security and Investigations
Experience
Monument Security, Inc. July 2015 - Present
Merrill Lynch Global Wealth Management 2007 - July 2015
Comprehensive Construction Cleanup (CCC) 2003 - 2008
ABM Industries, Inc. 1999 - 2003
Skills
Designations: CRPC..., Licenses: Series 7,..., Certificates: CA Basic..., Equities, Uniform Combined State..., Strategy, PowerPoint, Customer Retention, Strategic Planning, Financial Services, Finance, Investments, Sales, Security, Securities, Wealth Management, Mutual Funds, Leadership, Investment Advisory, Contract Negotiation, Budgets, Fixed Income, Team Building, Customer Service, Operations Management, Business Strategy, Marketing, Employee Benefits, Training, New Business Development, Account Management, Project Planning, Program Management, Banking, Insurance, Series 7, ETFs, Analysis
Education
Colorado State University 2009 — 2011
Bachelor’s Degree, Business Management
Monument Security, Inc. July 2015 - Present
Merrill Lynch Global Wealth Management 2007 - July 2015
Comprehensive Construction Cleanup (CCC) 2003 - 2008
ABM Industries, Inc. 1999 - 2003
Skills
Designations: CRPC..., Licenses: Series 7,..., Certificates: CA Basic..., Equities, Uniform Combined State..., Strategy, PowerPoint, Customer Retention, Strategic Planning, Financial Services, Finance, Investments, Sales, Security, Securities, Wealth Management, Mutual Funds, Leadership, Investment Advisory, Contract Negotiation, Budgets, Fixed Income, Team Building, Customer Service, Operations Management, Business Strategy, Marketing, Employee Benefits, Training, New Business Development, Account Management, Project Planning, Program Management, Banking, Insurance, Series 7, ETFs, Analysis
Education
Colorado State University 2009 — 2011
Bachelor’s Degree, Business Management
Don Kunkel, CFA's Merrill Lynch Global Wealth Management Experience January 2000 - Present
Job Wealth Management Advisor
Industry Investment Management
Experience
Merrill Lynch Global Wealth Management January 2000 - Present
Harvard University CSWR September 1993 - December 1999
Education
Harvard University 1993 — 1996
Masters, Comparative Studies
Loyola University Chicago 1987 — 1989
Bachelors, Theology
Merrill Lynch Global Wealth Management January 2000 - Present
Harvard University CSWR September 1993 - December 1999
Education
Harvard University 1993 — 1996
Masters, Comparative Studies
Loyola University Chicago 1987 — 1989
Bachelors, Theology
Michael Sarlanis's Merrill Lynch Global Wealth Management Experience August 2010 - March 2011
Job Executive Director, Local Market Head Central, Andean and South America at UBS
Industry Financial Services
Experience
UBS May 2014 - Present
Merrill Lynch April 2014 - May 2014
Merrill Lynch March 2013 - April 2014
Merrill Lynch March 2011 - March 2013
Merrill Lynch, Global Wealth Management August 2010 - March 2011
Merrill Lynch, Latin America Wealth Management July 2008 - August 2010
Merrill Lynch, Latin America Wealth Management January 2008 - July 2008
Merrill Lynch, Latin America Wealth Management November 2005 - January 2008
Merrill Lynch August 2004 - November 2005
Merrill Lynch January 2002 - August 2004
Skills
Alternative Investments, Series 7, Fixed Income, Investments, Equities, Asset Managment, Hedge Funds, Portfolio Management, Wealth Management, Mutual Funds, Capital Markets, Bloomberg, Asset Allocation, FINRA, Securities, Private Banking, Asset Management, Financial Services, Valuation, Financial Advisory, Finance, Financial Markets, Investor Relations, Investment Advisory, Investment Strategies, Options, Strategic Financial..., Derivatives, Relationship Management, Equity Trading, Financial Modeling, Uniform Combined State..., Private Equity, Bonds, Investment Management, Emerging Markets
Education
Babson College 1997 — 2001
Bachelor of Science (BS), Finance, Entrepreneurship
UBS May 2014 - Present
Merrill Lynch April 2014 - May 2014
Merrill Lynch March 2013 - April 2014
Merrill Lynch March 2011 - March 2013
Merrill Lynch, Global Wealth Management August 2010 - March 2011
Merrill Lynch, Latin America Wealth Management July 2008 - August 2010
Merrill Lynch, Latin America Wealth Management January 2008 - July 2008
Merrill Lynch, Latin America Wealth Management November 2005 - January 2008
Merrill Lynch August 2004 - November 2005
Merrill Lynch January 2002 - August 2004
Skills
Alternative Investments, Series 7, Fixed Income, Investments, Equities, Asset Managment, Hedge Funds, Portfolio Management, Wealth Management, Mutual Funds, Capital Markets, Bloomberg, Asset Allocation, FINRA, Securities, Private Banking, Asset Management, Financial Services, Valuation, Financial Advisory, Finance, Financial Markets, Investor Relations, Investment Advisory, Investment Strategies, Options, Strategic Financial..., Derivatives, Relationship Management, Equity Trading, Financial Modeling, Uniform Combined State..., Private Equity, Bonds, Investment Management, Emerging Markets
Education
Babson College 1997 — 2001
Bachelor of Science (BS), Finance, Entrepreneurship
Daniel Nickerson, CFA's Merrill Lynch Global Wealth Management Experience June 2008 - August 2008
Job Pricing and Valuation Analyst at The Baupost Group
Industry Financial Services
Experience
The Baupost Group June 2012 - Present
State Street March 2011 - June 2012
TD Ameritrade June 2010 - August 2010
Kinsale Capital Management April 2010 - June 2010
Caritas Collective January 2009 - April 2009
New Jersey Devils June 2008 - August 2008
Merrill Lynch Global Wealth Management June 2008 - August 2008
Skills
Microsoft Office, Structured Products
Education
Boston University Questrom School of Business 2007 — 2011
Business Administration, Finance, Economics
Christian Brothers Academy 2003 — 2007
The Baupost Group June 2012 - Present
State Street March 2011 - June 2012
TD Ameritrade June 2010 - August 2010
Kinsale Capital Management April 2010 - June 2010
Caritas Collective January 2009 - April 2009
New Jersey Devils June 2008 - August 2008
Merrill Lynch Global Wealth Management June 2008 - August 2008
Skills
Microsoft Office, Structured Products
Education
Boston University Questrom School of Business 2007 — 2011
Business Administration, Finance, Economics
Christian Brothers Academy 2003 — 2007
Scott A. Tilley, CFA's Merrill Lynch Global Wealth Management Experience August 2000 - Present
Job Senior Vice President Wealth Management Advisor at Merrill Lynch Global Wealth Management
Industry Investment Management
Experience
Merrill Lynch Global Wealth Management August 2000 - Present
Scott & Stringfellow, Inc October 1988 - August 2000
PaineWebber, Inc May 1992 - May 1995
Skills
Investment Advisory, Investment Management, Equities, Alternative Investments, Asset Management, Wealth Management, Portfolio Management, Investment Strategies, Hedge Funds, Family Office, Estate Planning, Asset Allocation, Finance, Investments, Public Speaking, Strategic Planning
Education
CFA Institute 1998 — 2000
Chartered Financial Analyst
University of North Carolina at Charlotte 1984 — 1988
BA, Economics
Merrill Lynch Global Wealth Management August 2000 - Present
Scott & Stringfellow, Inc October 1988 - August 2000
PaineWebber, Inc May 1992 - May 1995
Skills
Investment Advisory, Investment Management, Equities, Alternative Investments, Asset Management, Wealth Management, Portfolio Management, Investment Strategies, Hedge Funds, Family Office, Estate Planning, Asset Allocation, Finance, Investments, Public Speaking, Strategic Planning
Education
CFA Institute 1998 — 2000
Chartered Financial Analyst
University of North Carolina at Charlotte 1984 — 1988
BA, Economics
Sijia Chen's Merrill Lynch Global Wealth Management Experience October 2013 - December 2013
Job Client Associate at Merrill Lynch Global Wealth Management
Industry International Affairs
Experience
Merrill Lynch Global Wealth Management October 2013 - December 2013
Traderfield Securities Inc June 2013 - September 2013
United Nations April 2013 - May 2013
Pricapital Beijing Corporation July 2011 - August 2011
China Zigen Foundation for Rural Education and Development January 2011 - February 2011
International Finance Corporation (IFC) August 2010 - September 2010
Skills
Economics, Banking, East Asian Studies, Microsoft Office, Financial Analysis
Education
Columbia University 2012 — 2013
Master of Arts, East Asian Regional Studies
Beijing Institute of Technology 2008 — 2012
Bachelor of Business Administration (BBA), International Economy and Trade
University of California, Riverside
Bachelor of Business Administration (BBA), Business, 3.85
Merrill Lynch Global Wealth Management October 2013 - December 2013
Traderfield Securities Inc June 2013 - September 2013
United Nations April 2013 - May 2013
Pricapital Beijing Corporation July 2011 - August 2011
China Zigen Foundation for Rural Education and Development January 2011 - February 2011
International Finance Corporation (IFC) August 2010 - September 2010
Skills
Economics, Banking, East Asian Studies, Microsoft Office, Financial Analysis
Education
Columbia University 2012 — 2013
Master of Arts, East Asian Regional Studies
Beijing Institute of Technology 2008 — 2012
Bachelor of Business Administration (BBA), International Economy and Trade
University of California, Riverside
Bachelor of Business Administration (BBA), Business, 3.85
Margo K. Sweany, CFP®'s Merrill Lynch Global Wealth Management Experience May 2008 - October 2008
Job Wealth Advisor at RMB Capital
Industry Financial Services
Experience
RMB Capital December 2013 - Present
RMB Capital December 2011 - December 2013
RMB Capital December 2009 - December 2011
Merrill Lynch Global Wealth Management May 2008 - October 2008
University of Colorado Alumni Association/ Foundation October 2006 - July 2008
Skills
Wealth Management, Financial Analysis, Financial Services, Portfolio Management, Investments, Corporate Finance, Retirement Planning, Asset Allocation, Spanish, Security Analysis, Insurance Planning, Finance
Education
Northwestern University 2011 — 2012
Certificate of Financial Planning
Universidad Pablo de Olavide 2008 — 2008
Business
University of Colorado at Boulder - Leeds School of Business 2005 — 2008
BS
RMB Capital December 2013 - Present
RMB Capital December 2011 - December 2013
RMB Capital December 2009 - December 2011
Merrill Lynch Global Wealth Management May 2008 - October 2008
University of Colorado Alumni Association/ Foundation October 2006 - July 2008
Skills
Wealth Management, Financial Analysis, Financial Services, Portfolio Management, Investments, Corporate Finance, Retirement Planning, Asset Allocation, Spanish, Security Analysis, Insurance Planning, Finance
Education
Northwestern University 2011 — 2012
Certificate of Financial Planning
Universidad Pablo de Olavide 2008 — 2008
Business
University of Colorado at Boulder - Leeds School of Business 2005 — 2008
BS
Jeffrey C. Templeman, CLU ChFC's Merrill Lynch Global Wealth Management Experience March 2012 - June 2015
Job Financial Advisor at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors July 2015 - Present
Merrill Lynch Global Wealth Management March 2012 - June 2015
ADT Fire & Security March 2004 - February 2012
Coastal Training Technologies October 2001 - February 2004
Skills
Account Management, Business Development, New Business Development, B2B, Selling, Sales, Cold Calling, Leadership, Marketing, Sales Presentations, Budgets, Training, Sales Operations, Management, Sales Management
Education
Capella University 2009 — 2012
BS, Business Administration, Summa Cum Laude
American College 1994 — 1998
Charterered Life Underwriter, Chartered Financial Consultant
Wells Fargo Advisors July 2015 - Present
Merrill Lynch Global Wealth Management March 2012 - June 2015
ADT Fire & Security March 2004 - February 2012
Coastal Training Technologies October 2001 - February 2004
Skills
Account Management, Business Development, New Business Development, B2B, Selling, Sales, Cold Calling, Leadership, Marketing, Sales Presentations, Budgets, Training, Sales Operations, Management, Sales Management
Education
Capella University 2009 — 2012
BS, Business Administration, Summa Cum Laude
American College 1994 — 1998
Charterered Life Underwriter, Chartered Financial Consultant
Henry Johnson's Merrill Lynch Global Wealth Management Experience June 2008 - July 2008
Job Vice President at TS Capital, LLC
Industry Investment Management
Experience
TS Capital, LLC August 2012 - Present
TS Capital, LLC August 2010 - August 2012
Merrill Lynch Global Wealth Management June 2008 - July 2008
Skills
Mutual Funds, Financial Modeling, Series 7, Microsoft Excel, Finance, Private Equity, Series 63, Asset Allocation, Capital Markets, Closed-end Funds, Unit Investment Trusts, Marketing, Investment Management, Investment Strategies, Distribution Strategies, Financial Analysis, Financial Accounting
Education
Hamilton College 2006 — 2010
BA, World Politics, Economics
University of Cape Town 2009 — 2009
Government, Education
TS Capital, LLC August 2012 - Present
TS Capital, LLC August 2010 - August 2012
Merrill Lynch Global Wealth Management June 2008 - July 2008
Skills
Mutual Funds, Financial Modeling, Series 7, Microsoft Excel, Finance, Private Equity, Series 63, Asset Allocation, Capital Markets, Closed-end Funds, Unit Investment Trusts, Marketing, Investment Management, Investment Strategies, Distribution Strategies, Financial Analysis, Financial Accounting
Education
Hamilton College 2006 — 2010
BA, World Politics, Economics
University of Cape Town 2009 — 2009
Government, Education
Joan Chen's Merrill Lynch Global Wealth Management Experience September 2004 - September 2005
Job Leveraged Finance
Industry Financial Services
Experience
AIB July 2014 - Present
Empire State Realty Trust April 2013 - June 2014
AIG June 2011 - April 2013
Allied Irish Bank January 2010 - June 2011
Allied Irish Bank September 2008 - June 2011
Allied Irish Bank July 2006 - June 2011
Pace University - Student Tutoring Center September 2003 - June 2006
New York County District Attorney's Office - Forensic Accounting Unit September 2005 - May 2006
Merrill Lynch - Global Wealth Management September 2004 - September 2005
Skills
Portfolio Management, Credit, Financial Modeling, Financial Reporting, Microsoft Office, Industry Analysis, Loan Origination, Legal Documentation, Debt Restructuring, Cash Flow Analysis, Credit Risk, Cash Flow, Finance
Education
Pace University 2002 — 2006
Finance, General
AIB July 2014 - Present
Empire State Realty Trust April 2013 - June 2014
AIG June 2011 - April 2013
Allied Irish Bank January 2010 - June 2011
Allied Irish Bank September 2008 - June 2011
Allied Irish Bank July 2006 - June 2011
Pace University - Student Tutoring Center September 2003 - June 2006
New York County District Attorney's Office - Forensic Accounting Unit September 2005 - May 2006
Merrill Lynch - Global Wealth Management September 2004 - September 2005
Skills
Portfolio Management, Credit, Financial Modeling, Financial Reporting, Microsoft Office, Industry Analysis, Loan Origination, Legal Documentation, Debt Restructuring, Cash Flow Analysis, Credit Risk, Cash Flow, Finance
Education
Pace University 2002 — 2006
Finance, General
Iain Kuo's Merrill Lynch Global Wealth Management Experience June 2012 - August 2012
Job Restructuring & Reorganization Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group June 2015 - Present
Credit Suisse June 2014 - August 2014
Ivy League Leadership Conference May 2013 - July 2013
Merrill Lynch Global Wealth Management June 2012 - August 2012
Bailey Brand Consulting May 2011 - May 2011
Greater Philadelphia Chamber of Commerce June 2010 - July 2010
Skills
Social Networking, Newsletters, Social Media, SEO, Microsoft Excel, Editing, Blogging, Public Speaking, Management, Teamwork, Snowboarding, Downhill Skiing, Competitive Analysis
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Economics, East Asian Languages and Civilizations (Chinese)
Chestnut Hill Academy 2007 — 2011
The Blackstone Group June 2015 - Present
Credit Suisse June 2014 - August 2014
Ivy League Leadership Conference May 2013 - July 2013
Merrill Lynch Global Wealth Management June 2012 - August 2012
Bailey Brand Consulting May 2011 - May 2011
Greater Philadelphia Chamber of Commerce June 2010 - July 2010
Skills
Social Networking, Newsletters, Social Media, SEO, Microsoft Excel, Editing, Blogging, Public Speaking, Management, Teamwork, Snowboarding, Downhill Skiing, Competitive Analysis
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Economics, East Asian Languages and Civilizations (Chinese)
Chestnut Hill Academy 2007 — 2011
Greg Regenbaum's Merrill Lynch Global Wealth Management Experience June 2010 - August 2010
Job Risk Analytics at NextEra Energy Power Marketing
Industry Financial Services
Experience
NextEra Energy Resources September 2013 - Present
Florida State University August 2012 - Present
NextEra Energy Resources June 2011 - August 2011
Merrill Lynch Global Wealth Management June 2010 - August 2010
Florida State University January 2010 - January 2010
Call Center June 2009 - August 2009
Pain Medicine Physicians June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Valuation, Financial Analysis, PowerPoint, Microsoft Word, Risk Management, Investments, Social Media, Customer Service, Public Speaking, Analysis, Marketing
Education
Florida State University 2012 — 2013
Master of Science in Finance, Finance, Graduate
Florida State University 2008 — 2012
Bachelor of Science, Finance and Real Estate with Honors, Senior
NextEra Energy Resources September 2013 - Present
Florida State University August 2012 - Present
NextEra Energy Resources June 2011 - August 2011
Merrill Lynch Global Wealth Management June 2010 - August 2010
Florida State University January 2010 - January 2010
Call Center June 2009 - August 2009
Pain Medicine Physicians June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Valuation, Financial Analysis, PowerPoint, Microsoft Word, Risk Management, Investments, Social Media, Customer Service, Public Speaking, Analysis, Marketing
Education
Florida State University 2012 — 2013
Master of Science in Finance, Finance, Graduate
Florida State University 2008 — 2012
Bachelor of Science, Finance and Real Estate with Honors, Senior
DENISE REID, M.B.A's Merrill Lynch Global Wealth Management Experience August 2005 - January 2013
Job CLIENT ASSOCIATES at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch, Global Wealth Management August 2005 - January 2013
City of New January 2005 - August 2005
Merrill Lynch July 1997 - October 2003
Skills
Quickbooks, Accounting, Excel, Outlook, Word, Accounts Payable, Auditing, Microsoft Office, Reconciliations, Customer Service, Administration, Portfolio Management, Teamwork, Accounts Receivable, Volunteer Income Tax..., Investments, System Administration, Fixed Income, Account Reconciliation, Preachtree, Access, PowerPoint
Education
HR Block 2013 — 2013
Income Tax Preparer
Pro-Data 2013 — 2013
Certified Computerized Bookkeeping
Long Island University 2010 — 2012
M.B.A, Finance
City University of New York-Brooklyn College 2007 — 2009
B.S., Accounting
Merrill Lynch, Global Wealth Management August 2005 - January 2013
City of New January 2005 - August 2005
Merrill Lynch July 1997 - October 2003
Skills
Quickbooks, Accounting, Excel, Outlook, Word, Accounts Payable, Auditing, Microsoft Office, Reconciliations, Customer Service, Administration, Portfolio Management, Teamwork, Accounts Receivable, Volunteer Income Tax..., Investments, System Administration, Fixed Income, Account Reconciliation, Preachtree, Access, PowerPoint
Education
HR Block 2013 — 2013
Income Tax Preparer
Pro-Data 2013 — 2013
Certified Computerized Bookkeeping
Long Island University 2010 — 2012
M.B.A, Finance
City University of New York-Brooklyn College 2007 — 2009
B.S., Accounting
John Ledva's Merrill Lynch Global Wealth Management Experience January 2011 - August 2011
Job U.S. Sales at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2015 - Present
Morgan Stanley May 2013 - Present
Kelson Group, Financial Services September 2011 - April 2012
Merrill Lynch, Global Wealth Management January 2011 - August 2011
Skills
Valuation, Hedge Funds, Portfolio Management, Financial Modeling, Investments, Asset Managment, Derivatives, Alternative Investments, Finance, Equities, Leadership, Financial Services, Financial Markets, Fixed Income, Asset Management, Mutual Funds, Financial Analysis
Education
Fordham University 2008 — 2012
Bachelor's of Science, Finance
Legg Mason July 2015 - Present
Morgan Stanley May 2013 - Present
Kelson Group, Financial Services September 2011 - April 2012
Merrill Lynch, Global Wealth Management January 2011 - August 2011
Skills
Valuation, Hedge Funds, Portfolio Management, Financial Modeling, Investments, Asset Managment, Derivatives, Alternative Investments, Finance, Equities, Leadership, Financial Services, Financial Markets, Fixed Income, Asset Management, Mutual Funds, Financial Analysis
Education
Fordham University 2008 — 2012
Bachelor's of Science, Finance
Sheila Pugh's Merrill Lynch Global Wealth Management Experience November 2006 - April 2010
Job Clinical Research Coordinator at UCSF
Industry Research
Experience
UCSF Prodrome Assessment, Research & Treatment (PART) Program August 2014 - Present
UCSF Over 60 Program May 2010 - August 2014
Merrill Lynch Global Wealth Management November 2006 - April 2010
Behavioral Medicine Research Center, NCIRE/San Francisco VA Medical Center August 2005 - November 2006
Skills
Data Analysis, Statistics, SPSS, Qualitative Research, Research, Program Evaluation, Research Design, Clinical Research, Community Outreach, Data Collection, Grant Writing
Education
San Francisco State University 2012 — 2014
Degree in Progress, Master of Arts in Mind, Brain, and Behavior
University of California, San Diego 2002 — 2005
B.S., Psychology, Concentrations in Biopsychology and Cognitive Neuropsychology
UCSF Prodrome Assessment, Research & Treatment (PART) Program August 2014 - Present
UCSF Over 60 Program May 2010 - August 2014
Merrill Lynch Global Wealth Management November 2006 - April 2010
Behavioral Medicine Research Center, NCIRE/San Francisco VA Medical Center August 2005 - November 2006
Skills
Data Analysis, Statistics, SPSS, Qualitative Research, Research, Program Evaluation, Research Design, Clinical Research, Community Outreach, Data Collection, Grant Writing
Education
San Francisco State University 2012 — 2014
Degree in Progress, Master of Arts in Mind, Brain, and Behavior
University of California, San Diego 2002 — 2005
B.S., Psychology, Concentrations in Biopsychology and Cognitive Neuropsychology
Sadaf Nagaria's Merrill Lynch Global Wealth Management Experience August 2008 - December 2008
Job Sales Operations Specialist at Mitsubishi Caterpillar Forklift America Inc. (MCFA)
Industry Computer Hardware
Experience
Mitsubishi Caterpillar Forklift America Inc. (MCFA) June 2014 - Present
Hewlett Packard- EB Enterprise Servers and Storage (ESS) Organization. May 2011 - May 2014
Hewlett Packard- New Product Introduction Team (NPI) August 2010 - April 2011
Spectrum Uniforms January 2010 - August 2010
Merrill Lynch-Global Wealth Management August 2008 - December 2008
Skills
SAP, SFNG, AutoCAD,..., Supply Chain, Six Sigma, SAP, Project Planning, Microsoft Office, Business Process..., Procurement, AutoCAD, Manufacturing, Lean Manufacturing, Analysis, Strategic Planning, Supply Chain Management, Management, Continuous Improvement, Project Management, Logistics, Finance, Process Engineering, Process Improvement
Education
University of Houston 2007 — 2010
IE, Industrial Engineering
Mitsubishi Caterpillar Forklift America Inc. (MCFA) June 2014 - Present
Hewlett Packard- EB Enterprise Servers and Storage (ESS) Organization. May 2011 - May 2014
Hewlett Packard- New Product Introduction Team (NPI) August 2010 - April 2011
Spectrum Uniforms January 2010 - August 2010
Merrill Lynch-Global Wealth Management August 2008 - December 2008
Skills
SAP, SFNG, AutoCAD,..., Supply Chain, Six Sigma, SAP, Project Planning, Microsoft Office, Business Process..., Procurement, AutoCAD, Manufacturing, Lean Manufacturing, Analysis, Strategic Planning, Supply Chain Management, Management, Continuous Improvement, Project Management, Logistics, Finance, Process Engineering, Process Improvement
Education
University of Houston 2007 — 2010
IE, Industrial Engineering
Brian Leistman's Merrill Lynch Global Wealth Management Experience June 2008 - August 2008
Job Analyst at Auriga USA, LLC
Industry Financial Services
Experience
HSBC September 2012 - Present
KOEPPEL MARTONE & LEISTMAN, LLP June 2009 - August 2009
MERRILL LYNCH Global Wealth Management June 2008 - August 2008
Education
Union College 2006 — 2010
Bachelors of Arts, Economics
HSBC September 2012 - Present
KOEPPEL MARTONE & LEISTMAN, LLP June 2009 - August 2009
MERRILL LYNCH Global Wealth Management June 2008 - August 2008
Education
Union College 2006 — 2010
Bachelors of Arts, Economics
Omar Alexander Khalil's Merrill Lynch Global Wealth Management Experience July 2012 - April 2014
Job Vice President Head of European Sales
Industry Financial Services
Experience
Chardan Capital Markets April 2014 - Present
Merrill Lynch - Global Wealth Management July 2012 - April 2014
Black Tomato November 2010 - June 2012
Mulberry Trading July 2007 - November 2010
Skills
Entrepreneurship, Account Management, Strategic Planning, Sales, International Sales, Business Development, Finance, Business Planning, Investments, Sales Operations, Team Leadership, Creative Direction, Salesforce.com, Project Management, PMO, Strategic Financial..., Financial Analysis, Wealth Management, Private Banking, Investor Relations, Wholesale, Sales Management, Behavioral Finance, Psychology, Private Equity Funding, Private Equity, Investment Banking, Deal Sourcing, Strategic Negotiations, Business Strategy
Education
Harvard University, John F. Kennedy School of Government
November 2013, Investment decisions & behavioral finance
City University London
Behavioural finance working group
University of Portsmouth 2002 — 2005
Bachelor's degree, Psychology
Portsmouth College 2000 — 2002
A level, Psychology
Chardan Capital Markets April 2014 - Present
Merrill Lynch - Global Wealth Management July 2012 - April 2014
Black Tomato November 2010 - June 2012
Mulberry Trading July 2007 - November 2010
Skills
Entrepreneurship, Account Management, Strategic Planning, Sales, International Sales, Business Development, Finance, Business Planning, Investments, Sales Operations, Team Leadership, Creative Direction, Salesforce.com, Project Management, PMO, Strategic Financial..., Financial Analysis, Wealth Management, Private Banking, Investor Relations, Wholesale, Sales Management, Behavioral Finance, Psychology, Private Equity Funding, Private Equity, Investment Banking, Deal Sourcing, Strategic Negotiations, Business Strategy
Education
Harvard University, John F. Kennedy School of Government
November 2013, Investment decisions & behavioral finance
City University London
Behavioural finance working group
University of Portsmouth 2002 — 2005
Bachelor's degree, Psychology
Portsmouth College 2000 — 2002
A level, Psychology
Gabriella Villarruel's Merrill Lynch Global Wealth Management Experience February 2011 - May 2011
Job Swimming Instructor/Lifeguard at College of Staten Island, City University of New York
Industry Investment Management
Experience
College of March 2009 - Present
College of Staten Island, City University of New York January 2008 - Present
Merrill Lynch Global Wealth Management February 2011 - May 2011
Foxy Lady August 2008 - January 2009
Education
College of Staten Island 2007 — 2011
Bachelor's, Business Management and Economics
City University of New York-College of Staten Island
Bachelor of Science Degree; for, Business Management and Economics
College of March 2009 - Present
College of Staten Island, City University of New York January 2008 - Present
Merrill Lynch Global Wealth Management February 2011 - May 2011
Foxy Lady August 2008 - January 2009
Education
College of Staten Island 2007 — 2011
Bachelor's, Business Management and Economics
City University of New York-College of Staten Island
Bachelor of Science Degree; for, Business Management and Economics
Saro Shanlian, MBA's Merrill Lynch Global Wealth Management Experience June 2009 - September 2009
Job Program Coordinator, Customer Care at Green Dot Corporation
Industry Financial Services
Experience
Green Dot Corporation February 2014 - Present
Green Dot Corporation August 2011 - February 2014
Meridian's Health Clubs 2009 - 2011
Merrill Lynch - Global Wealth Management June 2009 - September 2009
Education
Woodbury University 2012 — 2014
Master of Business Administration (MBA)
California State University-Northridge
Bachelor of Science (B.S.), Business - Management
Pasadena High School 2001 — 2005
High School Diploma
Green Dot Corporation February 2014 - Present
Green Dot Corporation August 2011 - February 2014
Meridian's Health Clubs 2009 - 2011
Merrill Lynch - Global Wealth Management June 2009 - September 2009
Education
Woodbury University 2012 — 2014
Master of Business Administration (MBA)
California State University-Northridge
Bachelor of Science (B.S.), Business - Management
Pasadena High School 2001 — 2005
High School Diploma
Jeffrey A. Woods's Merrill Lynch Global Wealth Management Experience February 2004 - January 2009
Job Executive Career Coach, MBA Programs
Industry Professional Training & Coaching
Experience
Daniels College of Business April 2015 - Present
Independant Consultant July 2013 - Present
Bank of America - Corporate HR May 2011 - July 2013
Bank of America Merrill Lynch - Global Banking, Markets & Wealth Management January 2009 - May 2011
Merrill Lynch - Global Wealth Management February 2004 - January 2009
Merrill Lynch - Global Wealth Management April 2003 - February 2004
Merrill Lynch - Corporate & Enterprise Groups June 2002 - April 2003
Merrill Lynch - Securities Services Division September 2000 - June 2002
Merrill Lynch - Global HR Information Technology September 1998 - September 2000
Merrill Lynch - Institutional Sales February 1996 - September 1998
Skills
Business Intelligence, Business Analytics, Performance Metrics, Quantitative Analytics, HRIS, Technology Integration, Business Process..., Change Management, Project Management, Information Security, Employee Surveys, Litigation Support, Performance Management, Compensation & Benefits..., HR Policies, Mergers & Acquisitions, Divestitures, Joint Ventures
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
Master of Business Administration (MBA)
Harding University 1977 — 1979
Bachelor of Arts (BA)
Daniels College of Business April 2015 - Present
Independant Consultant July 2013 - Present
Bank of America - Corporate HR May 2011 - July 2013
Bank of America Merrill Lynch - Global Banking, Markets & Wealth Management January 2009 - May 2011
Merrill Lynch - Global Wealth Management February 2004 - January 2009
Merrill Lynch - Global Wealth Management April 2003 - February 2004
Merrill Lynch - Corporate & Enterprise Groups June 2002 - April 2003
Merrill Lynch - Securities Services Division September 2000 - June 2002
Merrill Lynch - Global HR Information Technology September 1998 - September 2000
Merrill Lynch - Institutional Sales February 1996 - September 1998
Skills
Business Intelligence, Business Analytics, Performance Metrics, Quantitative Analytics, HRIS, Technology Integration, Business Process..., Change Management, Project Management, Information Security, Employee Surveys, Litigation Support, Performance Management, Compensation & Benefits..., HR Policies, Mergers & Acquisitions, Divestitures, Joint Ventures
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
Master of Business Administration (MBA)
Harding University 1977 — 1979
Bachelor of Arts (BA)
Anastasia Tess (Russell) Kurtz's Merrill Lynch Global Wealth Management Experience January 2005 - May 2014
Job Experienced Financial Advisor and Portfolio Manager
Industry Financial Services
Experience
Kurtz Family November 2014 - Present
Atlas Brown Family Wealth Management May 2014 - November 2014
Merrill Lynch Global Wealth Management January 2005 - May 2014
Crestwood Childcare and Learning Center June 2001 - January 2006
Skills
Asset Management, Time Management, Management, Series 7, Wealth Management, Finance, Investments, Portfolio Management, Discretionary Asset..., Microsoft Excel, Data Analysis, Relationship Management, Marketing, Asset Allocation, Retirement Planning, 401k, Mutual Funds, ETFs, Retirement Savings, Qualified Retirement..., Investment Policy..., Monte Carlo Simulation, Estate Planning, Wealth, Uniform Combined State..., Wealth Management..., Investment Advisory, Investment Strategies, Investment Management, Financial Advisory, FINRA, IRAs, Securities, 401k Rollovers, Separately Managed..., Retirement, Life Insurance, Alternative Investments, Financial Planning, Financial Services, Financial Analysis, Insurance, Equities, Fixed Income, Risk Management, Banking
Education
University of Louisville 2002 — 2005
Bachelor of Science (BS), Business Administration and Management, General
University of Kentucky 2000 — 2002
N/A, Finance, General
Kurtz Family November 2014 - Present
Atlas Brown Family Wealth Management May 2014 - November 2014
Merrill Lynch Global Wealth Management January 2005 - May 2014
Crestwood Childcare and Learning Center June 2001 - January 2006
Skills
Asset Management, Time Management, Management, Series 7, Wealth Management, Finance, Investments, Portfolio Management, Discretionary Asset..., Microsoft Excel, Data Analysis, Relationship Management, Marketing, Asset Allocation, Retirement Planning, 401k, Mutual Funds, ETFs, Retirement Savings, Qualified Retirement..., Investment Policy..., Monte Carlo Simulation, Estate Planning, Wealth, Uniform Combined State..., Wealth Management..., Investment Advisory, Investment Strategies, Investment Management, Financial Advisory, FINRA, IRAs, Securities, 401k Rollovers, Separately Managed..., Retirement, Life Insurance, Alternative Investments, Financial Planning, Financial Services, Financial Analysis, Insurance, Equities, Fixed Income, Risk Management, Banking
Education
University of Louisville 2002 — 2005
Bachelor of Science (BS), Business Administration and Management, General
University of Kentucky 2000 — 2002
N/A, Finance, General