Merrill Lynch - Private Banking & Investment Group
Merrill Lynch - Private Banking & Investment Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch - Private Banking & Investment Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch - Private Banking & Investment Group Salaries. You can even request information on how much does Merrill Lynch - Private Banking & Investment Group pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch - Private Banking & Investment Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
49 Merrill Lynch - Private Banking & Investment Group employees in database. Find out everything there's to know about Merrill Lynch - Private Banking & Investment Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch - Private Banking & Investment Group Employees
Employee
Years
Job
Industry
Kristyn Mangione Kristyn Mangione's Merrill Lynch - Private Banking & Investment Group Experience Registered Private Wealth AssociateMerrill LynchJuly 2010 - Present
Job Registered Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Private Banking & Investment Group Registered Private Wealth AssociateMerrill LynchJuly 2010 - Present
Skills
Wealth Management, Portfolio Management, Investments, Equities, Series 7, Asset Allocation, Customer Service, Leadership, Alternative Investments, Event Planning, Mutual Funds, PowerPoint, Management, Microsoft Office, Microsoft Word, Social Media, Research
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (M.B.A.), Finance, global sustainability
Fordham University 2007 — 2010
Bachelor of Science (BS), Finance
Merrill Lynch Private Banking & Investment Group Registered Private Wealth AssociateMerrill LynchJuly 2010 - Present
Skills
Wealth Management, Portfolio Management, Investments, Equities, Series 7, Asset Allocation, Customer Service, Leadership, Alternative Investments, Event Planning, Mutual Funds, PowerPoint, Management, Microsoft Office, Microsoft Word, Social Media, Research
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (M.B.A.), Finance, global sustainability
Fordham University 2007 — 2010
Bachelor of Science (BS), Finance
Alex Sauer Alex Sauer's Merrill Lynch - Private Banking & Investment Group Experience July 2008 - June 2013
Job Investment Associate at Homestead Capital LLC
Industry Investment Management
Experience
AgFunder February 2014 - January 2015
Merrill Lynch Private Banking & Investment Group July 2008 - June 2013
Merrill Lynch March 2005 - July 2008
Sauer Orchards June 1991 - March 2005
Skills
Valuation, Financial Modeling, Equity Research, Financial Advisory, Equities, Investment Strategies, Asset Allocation, Investment Management, Financial Analysis, Finance, Investments, Private Equity, Corporate Finance, Business Strategy, Due Diligence, Strategy, Hedge Funds
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Western Michigan University - Haworth College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General Business
AgFunder February 2014 - January 2015
Merrill Lynch Private Banking & Investment Group July 2008 - June 2013
Merrill Lynch March 2005 - July 2008
Sauer Orchards June 1991 - March 2005
Skills
Valuation, Financial Modeling, Equity Research, Financial Advisory, Equities, Investment Strategies, Asset Allocation, Investment Management, Financial Analysis, Finance, Investments, Private Equity, Corporate Finance, Business Strategy, Due Diligence, Strategy, Hedge Funds
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Western Michigan University - Haworth College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General Business
Jeffrey S. Schottenstein Jeffrey S. Schottenstein's Merrill Lynch - Private Banking & Investment Group Experience October 2002 - Present
Job Managing Director at Merrill Lynch Private Banking & Investment Group
Industry Financial Services
Experience
Merrill Lynch Private Banking & Investment Group October 2002 - Present
First Graduate July 2007 - June 2014
Education
Northwestern University - Kellogg School of Management 1993 — 1995
Master of Business Administration (MBA), Finance
University of Wisconsin-Madison 1987 — 1991
Bachelor of Arts (BA), English
Merrill Lynch Private Banking & Investment Group October 2002 - Present
First Graduate July 2007 - June 2014
Education
Northwestern University - Kellogg School of Management 1993 — 1995
Master of Business Administration (MBA), Finance
University of Wisconsin-Madison 1987 — 1991
Bachelor of Arts (BA), English
Aimee J. Cullen, CPA, CFP® Aimee J. Cullen, CPA, CFP®'s Merrill Lynch - Private Banking & Investment Group Experience June 2013 - Present
Job Private Wealth Relationship Manager at Merrill Lynch Private Banking & Investment Group
Industry Financial Services
Experience
Merrill Lynch Private Banking & Investment Group June 2013 - Present
The Colony Group (Formerly Mintz Levin Financial Advisors) July 2011 - May 2013
Goodman Advisory Group LLC July 2008 - June 2011
DLC June 2006 - April 2008
Welch & Company LLP December 2005 - May 2006
Yahoo! December 2002 - December 2005
PricewaterhouseCoopers July 1998 - December 2002
Skills
Financial Modeling, Retirement Planning, Estate Planning, Wealth Management, Investments, Asset Allocation, Insurance, Hold Series 7, Personal Tax Planning, Education Funding, Charitable Gift Planning, Life & Health Insurance...
Education
University of California, Los Angeles 2007 — 2008
Personal Financial Planning Certificate Program
Boston College 1994 — 1998
Bachelor of Science, Accounting
Bishop Fenwich
Bishop Fenwick
Merrill Lynch Private Banking & Investment Group June 2013 - Present
The Colony Group (Formerly Mintz Levin Financial Advisors) July 2011 - May 2013
Goodman Advisory Group LLC July 2008 - June 2011
DLC June 2006 - April 2008
Welch & Company LLP December 2005 - May 2006
Yahoo! December 2002 - December 2005
PricewaterhouseCoopers July 1998 - December 2002
Skills
Financial Modeling, Retirement Planning, Estate Planning, Wealth Management, Investments, Asset Allocation, Insurance, Hold Series 7, Personal Tax Planning, Education Funding, Charitable Gift Planning, Life & Health Insurance...
Education
University of California, Los Angeles 2007 — 2008
Personal Financial Planning Certificate Program
Boston College 1994 — 1998
Bachelor of Science, Accounting
Bishop Fenwich
Bishop Fenwick
Scott Vogel, CFA, CFP® Scott Vogel, CFA, CFP®'s Merrill Lynch - Private Banking & Investment Group Experience July 2012 - Present
Job Private Banking and Investment Group at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch Private Banking & Investment Group July 2012 - Present
Abbot Downing April 2012 - July 2012
Lowry Hill September 2011 - April 2012
Lowry Hill September 2005 - September 2011
Wells Fargo November 2004 - November 2005
Watkins & Shepard Trucking May 2004 - August 2004
The Daily Pennsylvanian August 2001 - May 2002
Skills
Portfolio Management, Research, Financial Modeling, Equities, Asset Allocation, VBA, Excel, Asset Management, Wealth Management, Investments, Analysis, Hedge Funds, Alternative Investments, Investment Strategies, Equity Research, Investment Management
Education
The University of Montana - School of Business Administration 2003 — 2004
BS, Finance/Financial Management
University of Pennsylvania 2001 — 2002
Computer Science and Engineering
Merrill Lynch Private Banking & Investment Group July 2012 - Present
Abbot Downing April 2012 - July 2012
Lowry Hill September 2011 - April 2012
Lowry Hill September 2005 - September 2011
Wells Fargo November 2004 - November 2005
Watkins & Shepard Trucking May 2004 - August 2004
The Daily Pennsylvanian August 2001 - May 2002
Skills
Portfolio Management, Research, Financial Modeling, Equities, Asset Allocation, VBA, Excel, Asset Management, Wealth Management, Investments, Analysis, Hedge Funds, Alternative Investments, Investment Strategies, Equity Research, Investment Management
Education
The University of Montana - School of Business Administration 2003 — 2004
BS, Finance/Financial Management
University of Pennsylvania 2001 — 2002
Computer Science and Engineering
Jon Sobilo Jon Sobilo's Merrill Lynch - Private Banking & Investment Group Experience April 2015 - May 2015
Job Private Wealth Analyst Investments at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch May 2015 - Present
Merrill Lynch Private Banking & Investment Group April 2015 - May 2015
Merrill Lynch July 2013 - April 2015
Kelley Student Diversity Council March 2012 - March 2013
Kelley Student Diversity Council July 2011 - February 2012
Skills
Statistics, modeling, Organizational Design, Financial Market..., Economics, Public Speaking, Leadership, Financial Analysis, Teamwork, Data Analysis, Finance, Investments
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance
Indiana University, College of Arts and Sciences 2009 — 2013
Bachelor of Arts, Economics
Merrill Lynch May 2015 - Present
Merrill Lynch Private Banking & Investment Group April 2015 - May 2015
Merrill Lynch July 2013 - April 2015
Kelley Student Diversity Council March 2012 - March 2013
Kelley Student Diversity Council July 2011 - February 2012
Skills
Statistics, modeling, Organizational Design, Financial Market..., Economics, Public Speaking, Leadership, Financial Analysis, Teamwork, Data Analysis, Finance, Investments
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance
Indiana University, College of Arts and Sciences 2009 — 2013
Bachelor of Arts, Economics
OXANA OKREND's Merrill Lynch - Private Banking & Investment Group Experience January 2011 - August 2011
Job Registered Financial Analyst Private Wealth Management & Investment group Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
Merrill Lynch - Private Banking & Investment Group January 2011 - August 2011
Fresh Design / Y.dvash August 2007 - January 2011
Skills
Equities, Fixed Income, Bloomberg, Investment Banking, Investments, Securities, Capital Markets, Derivatives, Financial Modeling, Hedge Funds, Valuation, Series 7, Portfolio Management, Asset Management, Corporate Finance, Financial Analysis, Mutual Funds, Private Equity, Wealth Management, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Merrill Lynch September 2011 - Present
Merrill Lynch - Private Banking & Investment Group January 2011 - August 2011
Fresh Design / Y.dvash August 2007 - January 2011
Skills
Equities, Fixed Income, Bloomberg, Investment Banking, Investments, Securities, Capital Markets, Derivatives, Financial Modeling, Hedge Funds, Valuation, Series 7, Portfolio Management, Asset Management, Corporate Finance, Financial Analysis, Mutual Funds, Private Equity, Wealth Management, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Rachael Crane's Merrill Lynch - Private Banking & Investment Group Experience 2010 - 2013
Job Associate Portfolio Manager at City National Rochdale
Industry Investment Management
Experience
City National Rochdale 2013 - Present
Merrill Lynch Private Banking & Investment Group 2010 - 2013
Credit Suisse 2008 - 2010
Goldman Sachs 2006 - 2006
Kaplan Test Prep and Admissions 2004 - 2006
Skills
Investments, Financial Analysis, Wealth Management, Financial Modeling, Securities, Portfolio Management, Mutual Funds, Strategy, Investment Management, Series 7, Finance, Asset Allocation, Private Equity, Alternative Investments, Valuation
Education
Brigham Young University 2006 — 2008
MBA, Finance
Brigham Young University 2000 — 2004
BS, Psychology
City National Rochdale 2013 - Present
Merrill Lynch Private Banking & Investment Group 2010 - 2013
Credit Suisse 2008 - 2010
Goldman Sachs 2006 - 2006
Kaplan Test Prep and Admissions 2004 - 2006
Skills
Investments, Financial Analysis, Wealth Management, Financial Modeling, Securities, Portfolio Management, Mutual Funds, Strategy, Investment Management, Series 7, Finance, Asset Allocation, Private Equity, Alternative Investments, Valuation
Education
Brigham Young University 2006 — 2008
MBA, Finance
Brigham Young University 2000 — 2004
BS, Psychology
Lauren Steinbruner Lauren Steinbruner's Merrill Lynch - Private Banking & Investment Group Experience July 2013 - Present
Job Registered Private Wealth Associate at Merrill Lynch Private Banking & Investment Group
Industry Financial Services
Experience
Merrill Lynch Private Banking & Investment Group July 2013 - Present
Merrill Lynch December 2011 - July 2013
Merrill Lynch March 2011 - November 2011
Point Loma Nazarene University February 2009 - March 2011
Point Loma Nazarene University October 2008 - February 2009
Skills
Leadership, Customer Service, Microsoft Word, Writing, CRM, Microsoft Office, PowerPoint, Excel, Word, Client Relations Skills, Manage Client..., Organizational..., Finance, Series 7, Salesforce.com, Coaching, Outlook, Teamwork, Financial Services, Time Management, Leadership Development, Rule 144, 10b5-1 Plans, Section 16, Salesforce.com..., Salesforce.com..., Team Effectiveness, Peer Support, Peer Leadership
Education
Point Loma Nazarene University 2009 — 2011
MBA, Business
San Diego State University-California State University 2004 — 2008
BA, Communication
Lorenzo de'Medici University 2006 — 2007
Communications, Italian
Merrill Lynch Private Banking & Investment Group July 2013 - Present
Merrill Lynch December 2011 - July 2013
Merrill Lynch March 2011 - November 2011
Point Loma Nazarene University February 2009 - March 2011
Point Loma Nazarene University October 2008 - February 2009
Skills
Leadership, Customer Service, Microsoft Word, Writing, CRM, Microsoft Office, PowerPoint, Excel, Word, Client Relations Skills, Manage Client..., Organizational..., Finance, Series 7, Salesforce.com, Coaching, Outlook, Teamwork, Financial Services, Time Management, Leadership Development, Rule 144, 10b5-1 Plans, Section 16, Salesforce.com..., Salesforce.com..., Team Effectiveness, Peer Support, Peer Leadership
Education
Point Loma Nazarene University 2009 — 2011
MBA, Business
San Diego State University-California State University 2004 — 2008
BA, Communication
Lorenzo de'Medici University 2006 — 2007
Communications, Italian
Josh Cochran, CFA's Merrill Lynch - Private Banking & Investment Group Experience June 2011 - August 2013
Job Associate Wealth Management Advisor at Fifth Third Investment Advisors
Industry Investment Management
Experience
Fifth Third Bank March 2014 - Present
Ned Davis Research September 2013 - February 2014
Merrill Lynch - Private Banking & Investment Group June 2011 - August 2013
Merrill Lynch June 2008 - June 2011
Merrill Lynch February 2008 - May 2008
Skills
Bloomberg, Private Banking, Investment Management, Investment Strategies, Asset Allocation, Investment Advisory, Alternative Investments, Private Equity, Hedge Funds, Commodity Markets, Derivatives, Securities, Quantitative Analytics, Capital Markets, Financial Markets, Options, Investment Banking, Finance, Economics, Bonds, Trading, ETFs, Wealth Management..., Financial Advisory, FINRA, Financial Services, Equity Valuation
Education
University of North Carolina at Greensboro
B.S., Finance
Fifth Third Bank March 2014 - Present
Ned Davis Research September 2013 - February 2014
Merrill Lynch - Private Banking & Investment Group June 2011 - August 2013
Merrill Lynch June 2008 - June 2011
Merrill Lynch February 2008 - May 2008
Skills
Bloomberg, Private Banking, Investment Management, Investment Strategies, Asset Allocation, Investment Advisory, Alternative Investments, Private Equity, Hedge Funds, Commodity Markets, Derivatives, Securities, Quantitative Analytics, Capital Markets, Financial Markets, Options, Investment Banking, Finance, Economics, Bonds, Trading, ETFs, Wealth Management..., Financial Advisory, FINRA, Financial Services, Equity Valuation
Education
University of North Carolina at Greensboro
B.S., Finance
Brian Olmo Brian Olmo's Merrill Lynch - Private Banking & Investment Group Experience January 2009 - September 2013
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch Wealth Management September 2013 - Present
Merrill Lynch Private Banking & Investment Group January 2009 - September 2013
Citigroup Global Markets June 2007 - December 2008
Citigroup Global Markets June 2006 - August 2006
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
Bachelor of Science (B.S.), Business Administration - Finance and Accounting Concentrations
Merrill Lynch Wealth Management September 2013 - Present
Merrill Lynch Private Banking & Investment Group January 2009 - September 2013
Citigroup Global Markets June 2007 - December 2008
Citigroup Global Markets June 2006 - August 2006
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
Bachelor of Science (B.S.), Business Administration - Finance and Accounting Concentrations
Buzz Black Buzz Black's Merrill Lynch - Private Banking & Investment Group Experience May 2012 - June 2013
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch September 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Merrill Lynch Private Banking & Investment Group May 2012 - June 2013
Merrill Lynch Private Banking & Investment Group May 2011 - May 2012
Merrill Lynch Private Banking & Investment Group May 2010 - May 2011
Peery Foundation September 2009 - January 2010
Education
UCLA Anderson School of Management 2013 — 2015
MBA, Finance
Brigham Young University
BS, Finance
Bank of America Merrill Lynch September 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Merrill Lynch Private Banking & Investment Group May 2012 - June 2013
Merrill Lynch Private Banking & Investment Group May 2011 - May 2012
Merrill Lynch Private Banking & Investment Group May 2010 - May 2011
Peery Foundation September 2009 - January 2010
Education
UCLA Anderson School of Management 2013 — 2015
MBA, Finance
Brigham Young University
BS, Finance
Cameron Kasteler, CFP®'s Merrill Lynch - Private Banking & Investment Group Experience March 2005 - May 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2015 - Present
Merrill Lynch May 2013 - March 2015
Merrill Lynch Private Banking & Investment Group March 2005 - May 2013
Merrill Lynch October 2003 - March 2005
Skills
Investments, Strategic Financial..., Retirement Planning, Asset Allocation, Certified Financial..., Investment Advisory, Retirement, Financial Analysis, Series 7, Personal Financial..., Mutual Funds, Wealth Management, Asset Management, Financial Advisory, Wealth Management..., Financial Planners, Personal Finance
Education
University of Utah - David Eccles School of Business 1996 — 2000
BS, Finance
College for Financial Planning 2010 — 2011
CRPC, Financial & Retirement Planning
Wells Fargo Advisors March 2015 - Present
Merrill Lynch May 2013 - March 2015
Merrill Lynch Private Banking & Investment Group March 2005 - May 2013
Merrill Lynch October 2003 - March 2005
Skills
Investments, Strategic Financial..., Retirement Planning, Asset Allocation, Certified Financial..., Investment Advisory, Retirement, Financial Analysis, Series 7, Personal Financial..., Mutual Funds, Wealth Management, Asset Management, Financial Advisory, Wealth Management..., Financial Planners, Personal Finance
Education
University of Utah - David Eccles School of Business 1996 — 2000
BS, Finance
College for Financial Planning 2010 — 2011
CRPC, Financial & Retirement Planning
Timothy King's Merrill Lynch - Private Banking & Investment Group Experience June 2015 - Present
Job Managing Director at Merrill Lynch PBIG
Industry Financial Services
Experience
Merrill Lynch Private Banking & Investment Group June 2015 - Present
Barclays June 2012 - June 2015
J.P. Morgan November 1998 - June 2012
Eaton Vance March 1994 - June 1998
Education
Denison University 1987 — 1991
Bachelor of Science (BS), History
Newton North High School 1983 — 1987
Merrill Lynch Private Banking & Investment Group June 2015 - Present
Barclays June 2012 - June 2015
J.P. Morgan November 1998 - June 2012
Eaton Vance March 1994 - June 1998
Education
Denison University 1987 — 1991
Bachelor of Science (BS), History
Newton North High School 1983 — 1987
Robert Carroll's Merrill Lynch - Private Banking & Investment Group Experience June 2011 - August 2011
Job Forbes, Google, Oasis500
Industry Venture Capital & Private Equity
Experience
Google March 2015 - Present
Forbes Middle East October 2014 - Present
Oasis500 January 2014 - Present
Startup Grind February 2014 - February 2015
Spreecast June 2013 - September 2013
Leading Point Management Advisory Services May 2013 - June 2013
BYU Marriott School of Management April 2012 - May 2013
BYU Marriott Undergraduate Student Association April 2011 - April 2012
Merrill Lynch Private Banking & Investment Group June 2011 - August 2011
U.S. House of Representatives April 2011 - June 2011
Skills
Leadership, Public Speaking, Training, Data Analysis, Spanish, Management Consulting, Business Strategy, Market Research, Advertising, Social Media, International Relations, Leadership Development, Strategic Planning, PowerPoint, Program Management, Entrepreneurship, Microsoft Excel, Economics, Statistics, Finance, International, Public Relations, Arabic, Analysis, Government, Press Releases, Project Management, Venture Capital, Valuation, Term Sheets, Shareholder Agreements, Microsoft Office, Management
Education
Brigham Young University 2011 — 2013
BS, Management (Strategy)
Desert Vista High School 2004 — 2008
High School
Google March 2015 - Present
Forbes Middle East October 2014 - Present
Oasis500 January 2014 - Present
Startup Grind February 2014 - February 2015
Spreecast June 2013 - September 2013
Leading Point Management Advisory Services May 2013 - June 2013
BYU Marriott School of Management April 2012 - May 2013
BYU Marriott Undergraduate Student Association April 2011 - April 2012
Merrill Lynch Private Banking & Investment Group June 2011 - August 2011
U.S. House of Representatives April 2011 - June 2011
Skills
Leadership, Public Speaking, Training, Data Analysis, Spanish, Management Consulting, Business Strategy, Market Research, Advertising, Social Media, International Relations, Leadership Development, Strategic Planning, PowerPoint, Program Management, Entrepreneurship, Microsoft Excel, Economics, Statistics, Finance, International, Public Relations, Arabic, Analysis, Government, Press Releases, Project Management, Venture Capital, Valuation, Term Sheets, Shareholder Agreements, Microsoft Office, Management
Education
Brigham Young University 2011 — 2013
BS, Management (Strategy)
Desert Vista High School 2004 — 2008
High School
Boris Yu Boris Yu's Merrill Lynch - Private Banking & Investment Group Experience July 2015 - Present
Job Private Wealth Analyst at Merrill Lynch Private Banking & Investment Group
Industry Financial Services
Experience
Merrill Lynch - Private Banking & Investment Group July 2015 - Present
Merrill Lynch - Private Banking & Investment Group May 2014 - July 2015
Merrill Lynch - Global Wealth & Investment Management May 2012 - May 2014
Merrill Lynch - Global Wealth & Investment Management June 2011 - July 2011
Phi Delta Theta January 2010 - December 2010
Sichuan Golden Dragon Machinery Company May 2009 - June 2009
Skills
Equities, PowerPoint, Research, Microsoft Office, Estate Planning, Microsoft Excel, Alternative Investments, Investments, Asset Managment, Financial Analysis, Portfolio Management, Series 7, Valuation, Public Speaking, Series 66, Options, Management, Finance, CRM, Asset Management
Education
University of Michigan 2008 — 2012
Bachelor's Degree, Political Science
Portage Northern High School 2004 — 2008
High School
Merrill Lynch - Private Banking & Investment Group July 2015 - Present
Merrill Lynch - Private Banking & Investment Group May 2014 - July 2015
Merrill Lynch - Global Wealth & Investment Management May 2012 - May 2014
Merrill Lynch - Global Wealth & Investment Management June 2011 - July 2011
Phi Delta Theta January 2010 - December 2010
Sichuan Golden Dragon Machinery Company May 2009 - June 2009
Skills
Equities, PowerPoint, Research, Microsoft Office, Estate Planning, Microsoft Excel, Alternative Investments, Investments, Asset Managment, Financial Analysis, Portfolio Management, Series 7, Valuation, Public Speaking, Series 66, Options, Management, Finance, CRM, Asset Management
Education
University of Michigan 2008 — 2012
Bachelor's Degree, Political Science
Portage Northern High School 2004 — 2008
High School
North Moore, CFA North Moore, CFA's Merrill Lynch - Private Banking & Investment Group Experience 2011 - Present
Job Private Banking & Investment Group
Industry Financial Services
Experience
Merrill Lynch Private Banking & Investment Group 2011 - Present
Merrill Lynch Private Client Group 2006 - 2011
Ameriprise Financial Services, Inc. 2004 - 2006
Education
Davidson College 1999 — 2003
Merrill Lynch Private Banking & Investment Group 2011 - Present
Merrill Lynch Private Client Group 2006 - 2011
Ameriprise Financial Services, Inc. 2004 - 2006
Education
Davidson College 1999 — 2003
Michelle Schrenk Michelle Schrenk's Merrill Lynch - Private Banking & Investment Group Experience April 2014 - Present
Job Registered Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Private Banking & Investment Group April 2014 - Present
Merrill Lynch October 2012 - March 2014
Old Dominion University September 2011 - May 2012
Tidewater Finance Company November 2009 - September 2011
Skills
Online Marketing, Social Media, Data Analysis, Marketing Research, Wealth Management..., Asset Allocation, Retirement Planning, Investment Management, Strategic Financial..., Strategic Planning, Financial Analysis, Banking, Leadership, Financial Planning
Education
Old Dominion University - College of Business and Public Administration 2010 — 2012
MBA, Business Administration, 3.9
Old Dominion University 2006 — 2010
Bachelor of Science, Psychology, 3.88
Merrill Lynch Private Banking & Investment Group April 2014 - Present
Merrill Lynch October 2012 - March 2014
Old Dominion University September 2011 - May 2012
Tidewater Finance Company November 2009 - September 2011
Skills
Online Marketing, Social Media, Data Analysis, Marketing Research, Wealth Management..., Asset Allocation, Retirement Planning, Investment Management, Strategic Financial..., Strategic Planning, Financial Analysis, Banking, Leadership, Financial Planning
Education
Old Dominion University - College of Business and Public Administration 2010 — 2012
MBA, Business Administration, 3.9
Old Dominion University 2006 — 2010
Bachelor of Science, Psychology, 3.88
Neha Taleja's Merrill Lynch - Private Banking & Investment Group Experience October 2008 - December 2008
Job Product Manager at Cengage Learning
Industry E-Learning
Experience
Cengage Learning February 2014 - Present
Cengage Learning September 2013 - February 2014
Aplia Cengage Learning March 2009 - September 2013
Merrill Lynch Private Banking & Investment Group October 2008 - December 2008
Weber Shandwick December 2004 - December 2007
The Times of India - Indore June 2001 - October 2004
Skills
Innovation, Impact Investing, Non-profit Leadership, Corporate Finance, Strategic Alliances, E-Learning, mLearning, Investments, Educational Technology, Market Research, Social Entrepreneurship, Mobile Learning, Community Empowerment, Curriculum Development, XML, Social Innovation, Management, Competitive Analysis, User Experience, Strategic Partnerships, Marketing, Training, Content Management, Strategy, Content Development, Product Management, Entrepreneurship
Education
Stanford University 2012 — 2012
Stanford Continuing Studies Course
University of California, Berkeley 2008 — 2009
IDP
MICA - Mudra Institute of Communications, Ahmedabad 2004 — 2005
PGPPREM
Devi Ahilya Vishwavidyalaya 2001 — 2004
BMS
Cengage Learning February 2014 - Present
Cengage Learning September 2013 - February 2014
Aplia Cengage Learning March 2009 - September 2013
Merrill Lynch Private Banking & Investment Group October 2008 - December 2008
Weber Shandwick December 2004 - December 2007
The Times of India - Indore June 2001 - October 2004
Skills
Innovation, Impact Investing, Non-profit Leadership, Corporate Finance, Strategic Alliances, E-Learning, mLearning, Investments, Educational Technology, Market Research, Social Entrepreneurship, Mobile Learning, Community Empowerment, Curriculum Development, XML, Social Innovation, Management, Competitive Analysis, User Experience, Strategic Partnerships, Marketing, Training, Content Management, Strategy, Content Development, Product Management, Entrepreneurship
Education
Stanford University 2012 — 2012
Stanford Continuing Studies Course
University of California, Berkeley 2008 — 2009
IDP
MICA - Mudra Institute of Communications, Ahmedabad 2004 — 2005
PGPPREM
Devi Ahilya Vishwavidyalaya 2001 — 2004
BMS
Matthew Nizza Matthew Nizza's Merrill Lynch - Private Banking & Investment Group Experience May 2012 - August 2012
Job EY FSO
Industry Accounting
Experience
Saint Francis Hospital and Health Center September 2013 - March 2014
University at Albany School of Business Investment Group September 2012 - May 2013
Merrill Lynch Private Banking & Investment Group May 2012 - August 2012
Skills
Bloomberg Certified, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, English, Bloomberg
Education
City University of New York-Baruch College 2014 — 2015
Master of Science (M.S.), Accounting, 3.70
State University of New York at Albany 2009 — 2013
Bachelor of Arts (B.A.), Summa Cum Laude, Economics, 3.92
Saint Francis Hospital and Health Center September 2013 - March 2014
University at Albany School of Business Investment Group September 2012 - May 2013
Merrill Lynch Private Banking & Investment Group May 2012 - August 2012
Skills
Bloomberg Certified, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, English, Bloomberg
Education
City University of New York-Baruch College 2014 — 2015
Master of Science (M.S.), Accounting, 3.70
State University of New York at Albany 2009 — 2013
Bachelor of Arts (B.A.), Summa Cum Laude, Economics, 3.92
Cris Bera's Merrill Lynch - Private Banking & Investment Group Experience June 2015 - Present
Job .
Industry Financial Services
Experience
Merrill Lynch Private Banking & Investment Group June 2015 - Present
Barclays, Wealth and Investment Management September 2008 - June 2015
Lehman Brothers 2003 - 2008
Morgan Stanley 2001 - 2003
U.S. Air Force, Office of Special Investigations (OSI) 1996 - 2003
Southwest Research Institute 1988 - 1999
U.S. Army, Military Police (MP) 1992 - 1996
Skills
Hedge Funds, Due Diligence, Valuation, Fixed Income, Financial Modeling, Analysis, Wealth Management..., Capital Markets, Executive Management, Program Management, Bloomberg, Equities, Project Management
Education
The University of Chicago 1999 — 2001
MBA, Economics & Finance
The University of Chicago Booth School of Business 1999 — 2001
MBA, Economics & Finance
Massachusetts Institute of Technology 1987 — 1992
BS, Mechanical Engineering
Massachusetts Institute of Technology 1987 — 1992
BS, History
The University of Texas at Austin 1989 — 1989
General
The University of Texas at San Antonio 1988 — 1988
General
Taft H.S. 1985 — 1987
Merrill Lynch Private Banking & Investment Group June 2015 - Present
Barclays, Wealth and Investment Management September 2008 - June 2015
Lehman Brothers 2003 - 2008
Morgan Stanley 2001 - 2003
U.S. Air Force, Office of Special Investigations (OSI) 1996 - 2003
Southwest Research Institute 1988 - 1999
U.S. Army, Military Police (MP) 1992 - 1996
Skills
Hedge Funds, Due Diligence, Valuation, Fixed Income, Financial Modeling, Analysis, Wealth Management..., Capital Markets, Executive Management, Program Management, Bloomberg, Equities, Project Management
Education
The University of Chicago 1999 — 2001
MBA, Economics & Finance
The University of Chicago Booth School of Business 1999 — 2001
MBA, Economics & Finance
Massachusetts Institute of Technology 1987 — 1992
BS, Mechanical Engineering
Massachusetts Institute of Technology 1987 — 1992
BS, History
The University of Texas at Austin 1989 — 1989
General
The University of Texas at San Antonio 1988 — 1988
General
Taft H.S. 1985 — 1987
Jared Walker Jared Walker's Merrill Lynch - Private Banking & Investment Group Experience June 2012 - September 2013
Job Operations Analyst at Virtu Financial
Industry Financial Services
Experience
Virtu Financial September 2013 - Present
Merrill Lynch Private Banking & Investment Group June 2012 - September 2013
Global Financial Advisors, LP January 2010 - December 2011
Westwood Global Investments May 2011 - August 2011
StepStone Group LLC January 2011 - April 2011
Ensign Peak Advisors, Inc October 2010 - January 2011
Kingston Management Services, LLC May 2009 - August 2009
The Church of Jesus Christ of Latter-day Saints June 2007 - May 2009
Skills
Investments, Valuation, Economics, Equities, Portfolio Management, Series 7
Education
Marriott School of Management 2010 — 2012
Bachelor of Science, Finance
Brigham Young University 2007 — 2012
Bachelor of Science (BS), Finance, General
Kennedy Center for International Studies 2010 — 2010
Virtu Financial September 2013 - Present
Merrill Lynch Private Banking & Investment Group June 2012 - September 2013
Global Financial Advisors, LP January 2010 - December 2011
Westwood Global Investments May 2011 - August 2011
StepStone Group LLC January 2011 - April 2011
Ensign Peak Advisors, Inc October 2010 - January 2011
Kingston Management Services, LLC May 2009 - August 2009
The Church of Jesus Christ of Latter-day Saints June 2007 - May 2009
Skills
Investments, Valuation, Economics, Equities, Portfolio Management, Series 7
Education
Marriott School of Management 2010 — 2012
Bachelor of Science, Finance
Brigham Young University 2007 — 2012
Bachelor of Science (BS), Finance, General
Kennedy Center for International Studies 2010 — 2010
Stephen Cordill Stephen Cordill's Merrill Lynch - Private Banking & Investment Group Experience August 2011 - August 2013
Job Deutsche Bank Private Wealth Management
Industry Financial Services
Experience
Deutsche Bank Asset & Wealth Management August 2013 - Present
The Joy School June 2013 - Present
Merrill Lynch Private Banking & Investment Group August 2011 - August 2013
Sanders Morris Harris April 2006 - August 2011
Park Sutton Advisors 2009 - 2011
Alkeon Capital Management 2009 - 2011
Presbyterian School 2003 - 2010
Oppenheimer & Co. January 1992 - March 2006
CIBC World Markets Corp. 2000 - 2004
Alliance Capital Management March 1990 - December 1991
Skills
Investments, Investment Advisory, Investment Strategies, Alternative Investments, Tax Law, Estate Tax Planning, Financial Analysis, Strategic Financial..., Strategic Planning, Financial Advisory, Financial Services, High Net Worth..., Mutual Funds, Private Banking, Series 7, Wealth Management, Wealth Management..., Financial Planning, Asset Management, Due Diligence
Education
University of Notre Dame Law School 1978 — 1981
Juris Doctor, Law
Indiana University - Kelley School of Business 1974 — 1978
Bachelor of Science (BS), Accounting, Business Administration
DePaul University College of Law 1982 — 1985
LL.M., Tax Law
Deutsche Bank Asset & Wealth Management August 2013 - Present
The Joy School June 2013 - Present
Merrill Lynch Private Banking & Investment Group August 2011 - August 2013
Sanders Morris Harris April 2006 - August 2011
Park Sutton Advisors 2009 - 2011
Alkeon Capital Management 2009 - 2011
Presbyterian School 2003 - 2010
Oppenheimer & Co. January 1992 - March 2006
CIBC World Markets Corp. 2000 - 2004
Alliance Capital Management March 1990 - December 1991
Skills
Investments, Investment Advisory, Investment Strategies, Alternative Investments, Tax Law, Estate Tax Planning, Financial Analysis, Strategic Financial..., Strategic Planning, Financial Advisory, Financial Services, High Net Worth..., Mutual Funds, Private Banking, Series 7, Wealth Management, Wealth Management..., Financial Planning, Asset Management, Due Diligence
Education
University of Notre Dame Law School 1978 — 1981
Juris Doctor, Law
Indiana University - Kelley School of Business 1974 — 1978
Bachelor of Science (BS), Accounting, Business Administration
DePaul University College of Law 1982 — 1985
LL.M., Tax Law
Lynne Russell's Merrill Lynch - Private Banking & Investment Group Experience May 2007 - March 2010
Job Senior Relationship Manager Investment Management
Industry Financial Services
Experience
MCMURREY INVESTMENT ADVISORS, LLC March 2010 - Present
MERRILL LYNCH PRIVATE BANKING & INVESTMENT GROUP May 2007 - March 2010
U.S. TRUST COMPANY January 2001 - January 2007
WASHINGTON MUTUAL FINANCIAL SERVICES January 1999 - January 2001
UMB Bank January 1996 - January 1999
American Airlines January 1991 - January 1996
Skills
Finance
Education
California State University-Fullerton 1988 — 1990
BA, Business Administration
MCMURREY INVESTMENT ADVISORS, LLC March 2010 - Present
MERRILL LYNCH PRIVATE BANKING & INVESTMENT GROUP May 2007 - March 2010
U.S. TRUST COMPANY January 2001 - January 2007
WASHINGTON MUTUAL FINANCIAL SERVICES January 1999 - January 2001
UMB Bank January 1996 - January 1999
American Airlines January 1991 - January 1996
Skills
Finance
Education
California State University-Fullerton 1988 — 1990
BA, Business Administration
Russell Norwood's Merrill Lynch - Private Banking & Investment Group Experience January 1992 - August 2015
Job Founding PartnerManaging Director at Venturi Wealth Management, LLC
Industry Investment Management
Experience
Venturi Wealth Management, LLC August 2015 - Present
Merrill Lynch Private Banking & Investment Group January 1992 - August 2015
Skills
Investments, Wealth Management, Investment Advisory, Portfolio Management, Alternative Investments, Employee Stock Options, Concentrated Stock..., Estate Planning, Securities, Equities, Asset Allocation, Financial Analysis, Strategic Planning, Financial Planning, Philanthropy, ETFs, Mutual Funds, Finance, Management, Leadership, General Aviation, Asset Management
Education
The University of Texas at Austin 1982 — 1986
Bachelor of Arts, Economics
Venturi Wealth Management, LLC August 2015 - Present
Merrill Lynch Private Banking & Investment Group January 1992 - August 2015
Skills
Investments, Wealth Management, Investment Advisory, Portfolio Management, Alternative Investments, Employee Stock Options, Concentrated Stock..., Estate Planning, Securities, Equities, Asset Allocation, Financial Analysis, Strategic Planning, Financial Planning, Philanthropy, ETFs, Mutual Funds, Finance, Management, Leadership, General Aviation, Asset Management
Education
The University of Texas at Austin 1982 — 1986
Bachelor of Arts, Economics
Andrew Venturi's Merrill Lynch - Private Banking & Investment Group Experience September 2012 - Present
Job Vice President at Merrill Lynch Private Banking & Investment Group
Industry Investment Management
Experience
Merrill Lynch Private Banking & Investment Group September 2012 - Present
Credit Suisse Private Bank November 2011 - August 2012
Barclays Wealth June 2011 - October 2011
United Capital Financial Advisers, LLC November 2008 - May 2011
Franklin Templeton Investments 2007 - 2007
The Angels' Forum 2006 - 2006
The Bobby Jones Golf Company 2005 - 2005
Education
University of Arizona 2004 — 2008
B.S., Marketing
University of Arizona, Eller College of Management 2004 — 2008
Marketing, Business Administration
Merrill Lynch Private Banking & Investment Group September 2012 - Present
Credit Suisse Private Bank November 2011 - August 2012
Barclays Wealth June 2011 - October 2011
United Capital Financial Advisers, LLC November 2008 - May 2011
Franklin Templeton Investments 2007 - 2007
The Angels' Forum 2006 - 2006
The Bobby Jones Golf Company 2005 - 2005
Education
University of Arizona 2004 — 2008
B.S., Marketing
University of Arizona, Eller College of Management 2004 — 2008
Marketing, Business Administration
Alexander Plum Alexander Plum's Merrill Lynch - Private Banking & Investment Group Experience May 2013 - Present
Job Merrill Lynch Private Banking & Investment Group
Industry Investment Management
Experience
Merrill Lynch Private Banking & Investment Group May 2013 - Present
Credit Suisse January 2013 - May 2013
Credit Suisse July 2012 - January 2013
The Buster Report July 2011 - July 2012
IBM (Argentina) February 2011 - July 2011
Northeastern University July 2009 - December 2009
Lookaway Golf Club May 2008 - July 2009
Mac's Mowers and Landscaping April 2007 - April 2008
Buckman's Ski Shop October 2003 - March 2007
Skills
Valuation, Strategy, Investments, Portfolio Management, Equities, Management, Finance, Economics, Analytics, Mutual Funds, Budgets, Trading
Education
Northeastern University 2007 — 2012
Bachelor of Science Degree, Economics, Cum Laude
Merrill Lynch Private Banking & Investment Group May 2013 - Present
Credit Suisse January 2013 - May 2013
Credit Suisse July 2012 - January 2013
The Buster Report July 2011 - July 2012
IBM (Argentina) February 2011 - July 2011
Northeastern University July 2009 - December 2009
Lookaway Golf Club May 2008 - July 2009
Mac's Mowers and Landscaping April 2007 - April 2008
Buckman's Ski Shop October 2003 - March 2007
Skills
Valuation, Strategy, Investments, Portfolio Management, Equities, Management, Finance, Economics, Analytics, Mutual Funds, Budgets, Trading
Education
Northeastern University 2007 — 2012
Bachelor of Science Degree, Economics, Cum Laude
Erika Murphy Erika Murphy's Merrill Lynch - Private Banking & Investment Group Experience May 2014 - August 2014
Job Student Athlete at University of Illinois at UrbanaChampaign
Industry Financial Services
Experience
University of Illinois at Urbana-Champaign August 2011 - Present
Merrill Lynch Private Banking & Investment Group May 2014 - August 2014
Skills
Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Leadership, Team Leadership
Education
University of Illinois 2011 — 2015
MotherMcAuleyHighSchool 2007 — 2011
University of Illinois at Urbana-Champaign August 2011 - Present
Merrill Lynch Private Banking & Investment Group May 2014 - August 2014
Skills
Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Leadership, Team Leadership
Education
University of Illinois 2011 — 2015
MotherMcAuleyHighSchool 2007 — 2011
Stephen M Ruvituso Stephen M Ruvituso's Merrill Lynch - Private Banking & Investment Group Experience September 2013 - Present
Job Managing Director Merrill Lynch Private Bank&Investment Group
Industry Financial Services
Experience
Merrill Lynch Private Banking & Investment Group September 2013 - Present
UBS January 2008 - September 2013
Citigroup Smith Barney October 2002 - January 2008
Skills
Series 7, Alternative Investments, Equities, Fixed Income, Capital Markets, Asset Management, Wealth Management, Estate Planning
Education
Princeton University 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Regis High School 1974 — 1978
Merrill Lynch Private Banking & Investment Group September 2013 - Present
UBS January 2008 - September 2013
Citigroup Smith Barney October 2002 - January 2008
Skills
Series 7, Alternative Investments, Equities, Fixed Income, Capital Markets, Asset Management, Wealth Management, Estate Planning
Education
Princeton University 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Regis High School 1974 — 1978
Luke Rutledge Luke Rutledge's Merrill Lynch - Private Banking & Investment Group Experience 2015 - Present
Job Global Wealth & Investment Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Private Banking & Investment Group 2015 - Present
Foothills Area Family YMCA March 2014 - Present
AIS June 2013 - August 2014
Skills
PowerPoint, Microsoft Word, Customer Service, Teamwork, Microsoft Excel
Education
Clemson University 2012 — 2016
Finance and Financial Management Services, Accounting Minor, Senior
Westborough High School 2008 — 2012
High School
Merrill Lynch Private Banking & Investment Group 2015 - Present
Foothills Area Family YMCA March 2014 - Present
AIS June 2013 - August 2014
Skills
PowerPoint, Microsoft Word, Customer Service, Teamwork, Microsoft Excel
Education
Clemson University 2012 — 2016
Finance and Financial Management Services, Accounting Minor, Senior
Westborough High School 2008 — 2012
High School
Rajesh Nakadi's Merrill Lynch - Private Banking & Investment Group Experience 2004 - 2006
Job Investment Management
Industry Financial Services
Experience
UBS March 2014 - Present
US Trust, Bank of America July 2009 - January 2014
Merrill Lynch 2008 - 2009
Quinlan Private 2006 - 2007
Merrill Lynch Private Banking & Investment Group 2004 - 2006
Merrill Lynch 1996 - 2006
Skills
Investments, Capital Markets, Management, Financial Advisory, Portfolio Management, Alternative Investments, Fixed Income, Equities, Asset Management, Wealth Management, Hedge Funds, Investment Banking, Asset Allocation, Financial Modeling, Private Equity
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Florida Atlantic University 1992 — 1994
Master of Science (MS), Aerospace, Aeronautical and Astronautical Engineering
UBS March 2014 - Present
US Trust, Bank of America July 2009 - January 2014
Merrill Lynch 2008 - 2009
Quinlan Private 2006 - 2007
Merrill Lynch Private Banking & Investment Group 2004 - 2006
Merrill Lynch 1996 - 2006
Skills
Investments, Capital Markets, Management, Financial Advisory, Portfolio Management, Alternative Investments, Fixed Income, Equities, Asset Management, Wealth Management, Hedge Funds, Investment Banking, Asset Allocation, Financial Modeling, Private Equity
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Florida Atlantic University 1992 — 1994
Master of Science (MS), Aerospace, Aeronautical and Astronautical Engineering
Duke Jones, CMT's Merrill Lynch - Private Banking & Investment Group Experience January 2010 - Present
Job Senior Financial Analyst & Portfolio Manager
Industry Financial Services
Experience
Merrill Lynch Private Banking & Investment Group January 2010 - Present
BlackRock 2004 - 2009
Skills
Equities, Portfolio Management, Investments, Hedge Funds, Fixed Income, Derivatives, Asset Allocation, Trading, Alternative Investments, Investment Strategies, Asset Management, Options, Financial Markets, Equity Research, ETFs, Bloomberg, Investment Management, Equity Trading
Education
Austin College 1983 — 1986
Merrill Lynch Private Banking & Investment Group January 2010 - Present
BlackRock 2004 - 2009
Skills
Equities, Portfolio Management, Investments, Hedge Funds, Fixed Income, Derivatives, Asset Allocation, Trading, Alternative Investments, Investment Strategies, Asset Management, Options, Financial Markets, Equity Research, ETFs, Bloomberg, Investment Management, Equity Trading
Education
Austin College 1983 — 1986
David Suttles's Merrill Lynch - Private Banking & Investment Group Experience November 2012 - August 2013
Job Vice President Global Wealth Relationship Manager
Industry Banking
Experience
BBVA Compass November 2014 - Present
Deutsche Bank August 2013 - October 2014
Merrill Lynch Private Banking & Investment Group November 2012 - August 2013
Merrill Lynch Commodities, Inc. June 2008 - January 2012
US Army April 2009 - April 2010
C. T. Bauer College of Business - University of Houston August 2006 - May 2008
Merrill Lynch Commodities June 2007 - August 2007
U. S. Army January 2002 - August 2006
Skills
Crude & Refined..., Natural Gas Structuring..., Commodity Risk..., Power Structuring, Natural Gas Sales, Heat Rate Options, Natural Gas..., Power Generation Asset..., Natural Gas, Oil&Gas, Crude Oil, Media Relations, Oil/Gas, Commodity Markets, Petroleum, Financial Structuring, Commodity, Asset Managment, Options, Investments, Swaps, Hedging, Trading, Asset Management, Financial Analysis, Leadership, Risk Management
Education
University of Houston, C.T. Bauer College of Business 2006 — 2008
MBA, Energy Finance
University of Houston, C.T. Bauer College of Business 1997 — 2001
Bachelor of Business Administration, Finance
BBVA Compass November 2014 - Present
Deutsche Bank August 2013 - October 2014
Merrill Lynch Private Banking & Investment Group November 2012 - August 2013
Merrill Lynch Commodities, Inc. June 2008 - January 2012
US Army April 2009 - April 2010
C. T. Bauer College of Business - University of Houston August 2006 - May 2008
Merrill Lynch Commodities June 2007 - August 2007
U. S. Army January 2002 - August 2006
Skills
Crude & Refined..., Natural Gas Structuring..., Commodity Risk..., Power Structuring, Natural Gas Sales, Heat Rate Options, Natural Gas..., Power Generation Asset..., Natural Gas, Oil&Gas, Crude Oil, Media Relations, Oil/Gas, Commodity Markets, Petroleum, Financial Structuring, Commodity, Asset Managment, Options, Investments, Swaps, Hedging, Trading, Asset Management, Financial Analysis, Leadership, Risk Management
Education
University of Houston, C.T. Bauer College of Business 2006 — 2008
MBA, Energy Finance
University of Houston, C.T. Bauer College of Business 1997 — 2001
Bachelor of Business Administration, Finance
Lawrence Joshua Nagel, CIMA's Merrill Lynch - Private Banking & Investment Group Experience February 2015 - Present
Job Private Wealth Manager, Merrill Lynch Private Banking & Investment Group
Industry Investment Management
Experience
Merrill Lynch Private Banking & Investment Group February 2015 - Present
Merrill Lynch 2001 - January 2015
Banc of America Investment Services, Inc. 2001 - 2009
UBS 1999 - 2001
Skills
Series 7, Wealth Management, Investments, Alternative Investments, Asset Management, Equities, Series 63, Portfolio Management, Securities, Fixed Income, Mutual Funds, Retirement Planning
Education
Hamilton College 1993 — 1997
BA, English
Ethical Culture Fieldston School 1981 — 1993
Merrill Lynch Private Banking & Investment Group February 2015 - Present
Merrill Lynch 2001 - January 2015
Banc of America Investment Services, Inc. 2001 - 2009
UBS 1999 - 2001
Skills
Series 7, Wealth Management, Investments, Alternative Investments, Asset Management, Equities, Series 63, Portfolio Management, Securities, Fixed Income, Mutual Funds, Retirement Planning
Education
Hamilton College 1993 — 1997
BA, English
Ethical Culture Fieldston School 1981 — 1993
Danielle Klemow Young's Merrill Lynch - Private Banking & Investment Group Experience January 2003 - May 2006
Job Director, Credit and Banking Product Executive
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Merrill Lynch Global Wealth & Investment Management, New York, N.Y. May 2009 - June 2013
Merrill Lynch Global Markets & Investment Banking May 2006 - May 2009
Merrill Lynch Private Banking & Investment Group January 2003 - May 2006
JP Morgan Chase May 1995 - December 2002
Skills
Wealth Management
Education
Columbia University - Columbia Business School 2001 — 2003
Master of Business Administration (MBA)
New York University 1993 — 1995
MA, Journalism
Lehigh University 1989 — 1993
BA, Psychology
University of New South Wales 1992 — 1992
Merrill Lynch June 2013 - Present
Merrill Lynch Global Wealth & Investment Management, New York, N.Y. May 2009 - June 2013
Merrill Lynch Global Markets & Investment Banking May 2006 - May 2009
Merrill Lynch Private Banking & Investment Group January 2003 - May 2006
JP Morgan Chase May 1995 - December 2002
Skills
Wealth Management
Education
Columbia University - Columbia Business School 2001 — 2003
Master of Business Administration (MBA)
New York University 1993 — 1995
MA, Journalism
Lehigh University 1989 — 1993
BA, Psychology
University of New South Wales 1992 — 1992
Lisa Jurado's Merrill Lynch - Private Banking & Investment Group Experience October 2010 - Present
Job Private Wealth Associate
Industry Financial Services
Experience
Merrill Lynch Private Banking & Investment Group October 2010 - Present
Keenan and Associates May 2007 - August 2010
American Honda Motor Co. June 2001 - December 2006
Transtar Metals January 2001 - June 2001
Havas Interactive January 1998 - October 2000
Macsteel Service Centers USA September 1993 - December 1997
MobileComm Professionals, Inc March 1991 - June 1993
Skills
Microsoft Word, Event Planning, Customer Service, Forecasting, PowerPoint, Microsoft Office, Management, Event Management, Outlook, Microsoft Excel, Strategic Planning, Marketing, Team Building, Sales, Recruiting, Sales Management, Leadership, Marketing Strategy
Education
El Camino College 1988 — 1989
Merrill Lynch Private Banking & Investment Group October 2010 - Present
Keenan and Associates May 2007 - August 2010
American Honda Motor Co. June 2001 - December 2006
Transtar Metals January 2001 - June 2001
Havas Interactive January 1998 - October 2000
Macsteel Service Centers USA September 1993 - December 1997
MobileComm Professionals, Inc March 1991 - June 1993
Skills
Microsoft Word, Event Planning, Customer Service, Forecasting, PowerPoint, Microsoft Office, Management, Event Management, Outlook, Microsoft Excel, Strategic Planning, Marketing, Team Building, Sales, Recruiting, Sales Management, Leadership, Marketing Strategy
Education
El Camino College 1988 — 1989
Joseph Pirrone's Merrill Lynch - Private Banking & Investment Group Experience October 2010 - Present
Job Merrill Lynch Private Banking & Investment Group
Industry Financial Services
Experience
Merrill Lynch Private Banking & Investment Group October 2010 - Present
Novick & Co Financial 2002 - September 2010
Morgan Stanley Dean Witter July 2000 - December 2002
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Series 65, Securities, Investments, Fixed Income, Equities, Retirement Planning, Portfolio Management, Alternative Investments, Asset Allocation, Asset Managment, Hedge Funds, Finance, Investment Strategies, Strategic Financial..., Financial Advisory
Education
Nichols College 1993 — 1997
BS BA, Finance
Norwalk High School 1989 — 1993
Diploma
Merrill Lynch Private Banking & Investment Group October 2010 - Present
Novick & Co Financial 2002 - September 2010
Morgan Stanley Dean Witter July 2000 - December 2002
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Series 65, Securities, Investments, Fixed Income, Equities, Retirement Planning, Portfolio Management, Alternative Investments, Asset Allocation, Asset Managment, Hedge Funds, Finance, Investment Strategies, Strategic Financial..., Financial Advisory
Education
Nichols College 1993 — 1997
BS BA, Finance
Norwalk High School 1989 — 1993
Diploma
Dan O'Kray, CFP®'s Merrill Lynch - Private Banking & Investment Group Experience 2006 - 2008
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management March 2012 - Present
Nuveen Investments February 2010 - March 2012
Credit Suisse April 2008 - February 2010
Merrill Lynch - Private Banking & Investment Group 2006 - 2008
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Financial Analysis
St. Norbert College 2002 — 2006
Bachelor of Business Administration
Morgan Stanley Private Wealth Management March 2012 - Present
Nuveen Investments February 2010 - March 2012
Credit Suisse April 2008 - February 2010
Merrill Lynch - Private Banking & Investment Group 2006 - 2008
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Financial Analysis
St. Norbert College 2002 — 2006
Bachelor of Business Administration
Stacy Allred's Merrill Lynch - Private Banking & Investment Group Experience 1999 - 2013
Job Managing Director at Merrill Lynch, Wealth Strategist
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Merrill Lynch Private Banking & Investment Group 1999 - 2013
Ernst & Young LLP 1991 - 2000
Skills
High Net Worth..., Wealth Management..., Wealth Management, Estate Planning, Retirement Planning, Strategic Financial..., Retirement, Alternative Investments, Investment Management, Financial Planners, Series 7, Investment Advisory, Financial Advisory, Asset Allocation, Investments, Wealth, Estate Tax Planning, Trusts, Investment Strategies, Mutual Funds, Securities, Series 63, Asset Management, Hedge Funds, Family Office, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MST, Taxation
Merrill Lynch February 2014 - Present
Merrill Lynch Private Banking & Investment Group 1999 - 2013
Ernst & Young LLP 1991 - 2000
Skills
High Net Worth..., Wealth Management..., Wealth Management, Estate Planning, Retirement Planning, Strategic Financial..., Retirement, Alternative Investments, Investment Management, Financial Planners, Series 7, Investment Advisory, Financial Advisory, Asset Allocation, Investments, Wealth, Estate Tax Planning, Trusts, Investment Strategies, Mutual Funds, Securities, Series 63, Asset Management, Hedge Funds, Family Office, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MST, Taxation
Suzanne Keilty's Merrill Lynch - Private Banking & Investment Group Experience March 2006 - Present
Job at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2013 - Present
Merrill Lynch Private Banking & Investment Group March 2006 - Present
Lawson Enterprises, Inc. March 2004 - March 2006
Skills
Equities, Financial Modeling, Investments, Series 7, Banking, Finance, Risk Management, Leadership, Sales, Loans, Relationship Management, Financial Analysis, Management, Portfolio Management, Strategic Planning
Education
La Salle University 2002 — 2005
Master of Business Administration (MBA)
La Salle University - School of Business Administration 1998 — 2002
BS, Marketing
Bank of America Merrill Lynch June 2013 - Present
Merrill Lynch Private Banking & Investment Group March 2006 - Present
Lawson Enterprises, Inc. March 2004 - March 2006
Skills
Equities, Financial Modeling, Investments, Series 7, Banking, Finance, Risk Management, Leadership, Sales, Loans, Relationship Management, Financial Analysis, Management, Portfolio Management, Strategic Planning
Education
La Salle University 2002 — 2005
Master of Business Administration (MBA)
La Salle University - School of Business Administration 1998 — 2002
BS, Marketing
Craig Weinstein's Merrill Lynch - Private Banking & Investment Group Experience 2012 - Present
Job Wealth Management at Merrill Lynch Private Banking
Industry Banking
Experience
Merrill Lynch Private Banking & Investment Group 2012 - Present
Skills
Capital Markets, Alternative Investments, Asset Management, Risk Management, Private Equity, Investments, Valuation
Education
Thunderbird School of Global Management 1992 — 1992
MBA, International Business
Southern Methodist University Dedman School of Law 1988 — 1991
JD, Law
Tulane University 1984 — 1988
BA, Economics
Merrill Lynch Private Banking & Investment Group 2012 - Present
Skills
Capital Markets, Alternative Investments, Asset Management, Risk Management, Private Equity, Investments, Valuation
Education
Thunderbird School of Global Management 1992 — 1992
MBA, International Business
Southern Methodist University Dedman School of Law 1988 — 1991
JD, Law
Tulane University 1984 — 1988
BA, Economics
Cecilie Weckhorst's Merrill Lynch - Private Banking & Investment Group Experience August 2006 - June 2008
Job Senior Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2008 - Present
Merrill Lynch Private Banking & Investment Group August 2006 - June 2008
Merrill Lynch August 2004 - August 2006
Skills
Excel, Microsoft Office, Word, Customer Service, PowerPoint
Education
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
Bacherlor's, Business Administration, Finance
Seljord Folkehogskole 1999 — 2000
Morgan Stanley Smith Barney June 2008 - Present
Merrill Lynch Private Banking & Investment Group August 2006 - June 2008
Merrill Lynch August 2004 - August 2006
Skills
Excel, Microsoft Office, Word, Customer Service, PowerPoint
Education
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
Bacherlor's, Business Administration, Finance
Seljord Folkehogskole 1999 — 2000
Chad Pinto, CFA's Merrill Lynch - Private Banking & Investment Group Experience May 2010 - May 2010
Job Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley July 2013 - May 2015
Morgan Stanley June 2011 - June 2013
Morgan Stanley Smith Barney June 2010 - August 2010
Merrill Lynch Private Banking & Investment Group May 2010 - May 2010
Credit Suisse June 2009 - August 2009
Clearbrook Financial May 2008 - August 2008
Education
McGill University 2007 — 2011
BCom, Finance
Princeton High School, Princeton, NJ 2003 — 2007
Morgan Stanley July 2013 - May 2015
Morgan Stanley June 2011 - June 2013
Morgan Stanley Smith Barney June 2010 - August 2010
Merrill Lynch Private Banking & Investment Group May 2010 - May 2010
Credit Suisse June 2009 - August 2009
Clearbrook Financial May 2008 - August 2008
Education
McGill University 2007 — 2011
BCom, Finance
Princeton High School, Princeton, NJ 2003 — 2007
Wren York's Merrill Lynch - Private Banking & Investment Group Experience September 2003 - February 2005
Job Director, High Risk Business Operations at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank June 2015 - Present
Capital One Financial Corporation March 2013 - May 2015
KPMG March 2012 - March 2013
Federal Deposit Insurance Corporation October 2008 - March 2012
IPSA International July 2007 - October 2008
Union Bank March 2006 - July 2007
Merrill Lynch Private Banking & Investment Group September 2003 - February 2005
Zurich Scudder Investments February 1999 - April 2002
Dun and Bradstreet Pension Services July 1994 - July 1996
Ingram Micro February 1988 - June 1994
Skills
AML, Banking, Bank Secrecy Act, Risk Management, Financial Services, Compliance, Securities, Financial Analysis, OFAC, Due Diligence, Fraud, Risk Assessment, Financial Institutions, KYC, Credit Analysis, Internal Controls, Regulatory Reporting, Portfolio Management, USA PATRIOT Act, Financial Reporting, Investigation, Microsoft Excel, Asset Management, Investments, CAMS, Valuation, Auditing, Research, Strategic Planning, Compliance Management, Private Banking, Policy Analysis, Privacy Law, Sanction, Wealth Management, Problem Solving, Fair Lending, Quality Auditing, Fair Credit Reporting..., Fraud Investigations, Investigations, Compliance Audits, Sanctions, Privacy
Education
Northwestern University
Bachelor of Science, Political Science
UCLA
Award in General Business Studies - Investments
Villanova University
Six Sigma
Silicon Valley Bank June 2015 - Present
Capital One Financial Corporation March 2013 - May 2015
KPMG March 2012 - March 2013
Federal Deposit Insurance Corporation October 2008 - March 2012
IPSA International July 2007 - October 2008
Union Bank March 2006 - July 2007
Merrill Lynch Private Banking & Investment Group September 2003 - February 2005
Zurich Scudder Investments February 1999 - April 2002
Dun and Bradstreet Pension Services July 1994 - July 1996
Ingram Micro February 1988 - June 1994
Skills
AML, Banking, Bank Secrecy Act, Risk Management, Financial Services, Compliance, Securities, Financial Analysis, OFAC, Due Diligence, Fraud, Risk Assessment, Financial Institutions, KYC, Credit Analysis, Internal Controls, Regulatory Reporting, Portfolio Management, USA PATRIOT Act, Financial Reporting, Investigation, Microsoft Excel, Asset Management, Investments, CAMS, Valuation, Auditing, Research, Strategic Planning, Compliance Management, Private Banking, Policy Analysis, Privacy Law, Sanction, Wealth Management, Problem Solving, Fair Lending, Quality Auditing, Fair Credit Reporting..., Fraud Investigations, Investigations, Compliance Audits, Sanctions, Privacy
Education
Northwestern University
Bachelor of Science, Political Science
UCLA
Award in General Business Studies - Investments
Villanova University
Six Sigma
Jason Kaptchinskie's Merrill Lynch - Private Banking & Investment Group Experience 2004 - Present
Job Vice President at Merrill Lynch Private Banking & Investment Group
Industry Banking
Experience
Merrill Lynch - Private Banking & Investment Group 2004 - Present
Education
Sam Houston State University 1991 — 1996
BBA, Business Administration
Merrill Lynch - Private Banking & Investment Group 2004 - Present
Education
Sam Houston State University 1991 — 1996
BBA, Business Administration
Stephanie Boehm's Merrill Lynch - Private Banking & Investment Group Experience May 2012 - Present
Job Registered Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Private Banking & Investment Group May 2012 - Present
Education
Ramapo College of New Jersey 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Merrill Lynch Private Banking & Investment Group May 2012 - Present
Education
Ramapo College of New Jersey 2010 — 2014
Bachelor of Science (B.S.), Finance, General