Merrill Lynch - Private Banking and Investment Group
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Merrill Lynch - Private Banking and Investment Group Employees
Employee
Years
Job
Industry
Brian Y. Zhou Brian Y. Zhou's Merrill Lynch - Private Banking and Investment Group Experience June 2012 - August 2012
Job Analyst at Mitsubishi UFJ Financial Group, Inc.
Industry Investment Banking
Experience
Mitsubishi UFJ Financial Group, Inc. July 2014 - Present
Bank of Tokyo-Mitsubishi UFJ June 2013 - August 2013
Merrill Lynch, Private Banking and Investment Group June 2012 - August 2012
Martin Investment Management, LLC April 2012 - June 2012
Kellogg School of Management January 2012 - March 2012
Roland Berger Strategy Consultants June 2011 - August 2011
Skills
Mandarin, Chinese, PowerPoint, Microsoft Excel, Financial Modeling, Microsoft Word, Capital IQ, Bloomberg Terminal, Equity Research, Microsoft Office, Financial Analysis, Finance, Bloomberg, Investment Banking
Education
Northwestern University 2010 — 2014
B.A. in Economics and Mathematics, Minor in Business Institutions Program
Li Po Chun United World College of Hong 2008 — 2010
International Baccalaureate Diploma
Mitsubishi UFJ Financial Group, Inc. July 2014 - Present
Bank of Tokyo-Mitsubishi UFJ June 2013 - August 2013
Merrill Lynch, Private Banking and Investment Group June 2012 - August 2012
Martin Investment Management, LLC April 2012 - June 2012
Kellogg School of Management January 2012 - March 2012
Roland Berger Strategy Consultants June 2011 - August 2011
Skills
Mandarin, Chinese, PowerPoint, Microsoft Excel, Financial Modeling, Microsoft Word, Capital IQ, Bloomberg Terminal, Equity Research, Microsoft Office, Financial Analysis, Finance, Bloomberg, Investment Banking
Education
Northwestern University 2010 — 2014
B.A. in Economics and Mathematics, Minor in Business Institutions Program
Li Po Chun United World College of Hong 2008 — 2010
International Baccalaureate Diploma
Ian Lauridsen, CFA Ian Lauridsen, CFA's Merrill Lynch - Private Banking and Investment Group Experience June 2008 - July 2013
Job Consultant at L.E.K. Consulting
Industry Management Consulting
Experience
L.E.K. Consulting August 2015 - Present
The Honest Company June 2015 - August 2015
L.E.K. Consulting June 2014 - August 2014
Merrill Lynch - Private Banking and Investment Group June 2008 - July 2013
New Century Capital Partners October 2007 - March 2008
Morgan Stanley Smith Barney June 2004 - September 2004
Skills
Financial Analysis, Corporate Finance, Bloomberg, Finance, Analysis, Wealth Management, Microsoft Excel, Strategic Planning, PowerPoint, Microsoft Office, Outlook, Project Management, Equities, Valuation, Mergers & Acquisitions, Portfolio Management, Fixed Income, Equity Research, Start-ups, Asset Allocation, Investments, Due Diligence, Management
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Southern California 2002 — 2007
Bachelor of Arts, International Relations Global Business
연세대학교 / Yonsei University 2005 — 2005
L.E.K. Consulting August 2015 - Present
The Honest Company June 2015 - August 2015
L.E.K. Consulting June 2014 - August 2014
Merrill Lynch - Private Banking and Investment Group June 2008 - July 2013
New Century Capital Partners October 2007 - March 2008
Morgan Stanley Smith Barney June 2004 - September 2004
Skills
Financial Analysis, Corporate Finance, Bloomberg, Finance, Analysis, Wealth Management, Microsoft Excel, Strategic Planning, PowerPoint, Microsoft Office, Outlook, Project Management, Equities, Valuation, Mergers & Acquisitions, Portfolio Management, Fixed Income, Equity Research, Start-ups, Asset Allocation, Investments, Due Diligence, Management
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Southern California 2002 — 2007
Bachelor of Arts, International Relations Global Business
연세대학교 / Yonsei University 2005 — 2005
Scott McCabe Scott McCabe's Merrill Lynch - Private Banking and Investment Group Experience August 2006 - December 2009
Job Investor Relations at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group June 2013 - Present
RockTech January 2010 - Present
Echelon Ventures March 2000 - Present
Grosvenor Capital Management December 2010 - June 2013
Sports Legacy Institute March 2008 - January 2012
Merrill Lynch Private Banking and Investment Group August 2006 - December 2009
Gateway Financial Group September 1998 - February 2000
Brookwood Financial Partner January 1993 - August 1998
Winthrop Financial Associates July 1991 - December 1992
Universal Reclamation, Inc. May 1990 - May 1991
Skills
Venture Capital, Private Equity, Investments, Business Development, Management, Business Strategy, Strategic Planning, Alternative Investments, Hedge Funds, Leadership, Finance, Start-ups, Mergers & Acquisitions, Equities, Due Diligence, Strategy, Investment Banking, Entrepreneurship, Financial Services, Business Planning
Education
Harvard University 1979 — 1983
AB, Economics
The Carlyle Group June 2013 - Present
RockTech January 2010 - Present
Echelon Ventures March 2000 - Present
Grosvenor Capital Management December 2010 - June 2013
Sports Legacy Institute March 2008 - January 2012
Merrill Lynch Private Banking and Investment Group August 2006 - December 2009
Gateway Financial Group September 1998 - February 2000
Brookwood Financial Partner January 1993 - August 1998
Winthrop Financial Associates July 1991 - December 1992
Universal Reclamation, Inc. May 1990 - May 1991
Skills
Venture Capital, Private Equity, Investments, Business Development, Management, Business Strategy, Strategic Planning, Alternative Investments, Hedge Funds, Leadership, Finance, Start-ups, Mergers & Acquisitions, Equities, Due Diligence, Strategy, Investment Banking, Entrepreneurship, Financial Services, Business Planning
Education
Harvard University 1979 — 1983
AB, Economics
KIMBERLY ORLANDO's Merrill Lynch - Private Banking and Investment Group Experience 2005 - 2010
Job Wealth Management Banker at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
Merrill Lynch- Private Banking and Investment Group 2005 - 2010
Merrill Lynch 2003 - 2005
Skills
Series 7, High Net Worth..., Financial Advisory, Investments, Private Banking, Portfolio Management, Strategy, Wealth Management
Education
University of California, Santa Barbara 1999 — 2003
Bachelor's Degree, Business Economics
Merrill Lynch 2010 - Present
Merrill Lynch- Private Banking and Investment Group 2005 - 2010
Merrill Lynch 2003 - 2005
Skills
Series 7, High Net Worth..., Financial Advisory, Investments, Private Banking, Portfolio Management, Strategy, Wealth Management
Education
University of California, Santa Barbara 1999 — 2003
Bachelor's Degree, Business Economics
Brett Royer Brett Royer's Merrill Lynch - Private Banking and Investment Group Experience August 2007 - June 2010
Job Director of Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments June 2012 - June 2014
UNC's Kenan-Flagler Business School August 2010 - June 2012
Parish Capital Advisors (acquired by Stepstone Group) January 2011 - December 2011
Merrill Lynch Private Banking and Investment Group August 2007 - June 2010
JMG Financial Group September 2006 - August 2007
Skills
Series 7, Series 66, Uniform Combined State..., Financial Modeling, Licensing, Investments, Financial Analysis, Corporate Finance, Private Equity, Valuation, Due Diligence, Strategy, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Finance
Lehigh University - College of Business and Economics 2001 — 2005
BS, Finance
Belchertown High School
Belchertown High School
Fidelity Investments June 2014 - Present
Fidelity Investments June 2012 - June 2014
UNC's Kenan-Flagler Business School August 2010 - June 2012
Parish Capital Advisors (acquired by Stepstone Group) January 2011 - December 2011
Merrill Lynch Private Banking and Investment Group August 2007 - June 2010
JMG Financial Group September 2006 - August 2007
Skills
Series 7, Series 66, Uniform Combined State..., Financial Modeling, Licensing, Investments, Financial Analysis, Corporate Finance, Private Equity, Valuation, Due Diligence, Strategy, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Finance
Lehigh University - College of Business and Economics 2001 — 2005
BS, Finance
Belchertown High School
Belchertown High School
Gary Amaral CFP, CIMA, CPWA, CRPC Gary Amaral CFP, CIMA, CPWA, CRPC's Merrill Lynch - Private Banking and Investment Group Experience May 1997 - May 2015
Job Executive Director and Senior Portfolio Manager, UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management Executive Director, Senior Portfolio ManagerUBS Private Wealth ManagementMay 2015 - Present
Merrill Lynch Private Banking and Investment Group May 1997 - May 2015
Skills
CFP, CIMA, CPWA, CRPC, Private Wealth..., Alternative Investments, Investment Strategies, Concentrated Stock..., Generational Wealth..., Liability Management, ALM, Asset Managment, Certified Financial..., Concentrated Stock..., Credit, Estate Planning, Finance, Investments, Portfolio Management, Private Banking, Wealth, Wealth Management..., Asset Management, Wealth Management, Asset Allocation, Financial Analysis, Management, Mutual Funds
Education
University of Southern California
Master of Business Administration (M.B.A.)
University of Nevada-Las Vegas
BS, Finance
Wharton School, University of Pennsylvania
Certified Investment Management Analyst CIMA
The University of Chicago - Booth School of Business
Certified Private Wealth Advisor, CPWA
UBS Private Wealth Management Executive Director, Senior Portfolio ManagerUBS Private Wealth ManagementMay 2015 - Present
Merrill Lynch Private Banking and Investment Group May 1997 - May 2015
Skills
CFP, CIMA, CPWA, CRPC, Private Wealth..., Alternative Investments, Investment Strategies, Concentrated Stock..., Generational Wealth..., Liability Management, ALM, Asset Managment, Certified Financial..., Concentrated Stock..., Credit, Estate Planning, Finance, Investments, Portfolio Management, Private Banking, Wealth, Wealth Management..., Asset Management, Wealth Management, Asset Allocation, Financial Analysis, Management, Mutual Funds
Education
University of Southern California
Master of Business Administration (M.B.A.)
University of Nevada-Las Vegas
BS, Finance
Wharton School, University of Pennsylvania
Certified Investment Management Analyst CIMA
The University of Chicago - Booth School of Business
Certified Private Wealth Advisor, CPWA
Gwen Roney Gwen Roney's Merrill Lynch - Private Banking and Investment Group Experience July 2008 - May 2010
Job Senior Manager Partnership Development at Palace Sports & Entertainment
Industry Sports
Experience
Palace Sports & Entertainment December 2014 - Present
Kroenke Sports Enterprises May 2010 - November 2014
Merrill Lynch Private Banking and Investment Group July 2008 - May 2010
Washington Sports and March 2005 - July 2008
Wyndham Hotels and Resorts June 2003 - March 2005
Alcatraz Restaurant & Brewery June 2002 - June 2003
McDowell Mountain Ranch Community Association January 2001 - January 2002
PebbleCreek Resort Community (PC) January 1999 - January 2001
Washington Sports and January 1997 - January 1999
Skills
Event Management, Inventory Management, Customer Relations, Budgeting, Writing, Scheduling, Purchasing, Invoicing, Customer Service, Budgets, Process Scheduler, New Business Development, Sports Marketing, Sports Management, Event Planning, Sponsorship, Sponsorship Sales, Sales, Marketing, Management, Hospitality, CRM, Sports
Education
Eastern Michigan University 1995 — 1997
Bachelor of Science, Public Relations
Palace Sports & Entertainment December 2014 - Present
Kroenke Sports Enterprises May 2010 - November 2014
Merrill Lynch Private Banking and Investment Group July 2008 - May 2010
Washington Sports and March 2005 - July 2008
Wyndham Hotels and Resorts June 2003 - March 2005
Alcatraz Restaurant & Brewery June 2002 - June 2003
McDowell Mountain Ranch Community Association January 2001 - January 2002
PebbleCreek Resort Community (PC) January 1999 - January 2001
Washington Sports and January 1997 - January 1999
Skills
Event Management, Inventory Management, Customer Relations, Budgeting, Writing, Scheduling, Purchasing, Invoicing, Customer Service, Budgets, Process Scheduler, New Business Development, Sports Marketing, Sports Management, Event Planning, Sponsorship, Sponsorship Sales, Sales, Marketing, Management, Hospitality, CRM, Sports
Education
Eastern Michigan University 1995 — 1997
Bachelor of Science, Public Relations
Ronit Hakakha Ronit Hakakha's Merrill Lynch - Private Banking and Investment Group Experience June 2012 - August 2012
Job Health and Benefits Analyst at Mercer
Industry International Trade and Development
Experience
Mercer July 2014 - Present
Magen David Adom in Israel February 2014 - July 2014
Mercer June 2013 - December 2013
Hillel at UCLA July 2012 - June 2013
Merrill Lynch Private Banking and Investment Group June 2012 - August 2012
GoBio Inc. June 2011 - September 2011
Ember Arts June 2011 - August 2011
Campus Entrepreneurs Initiative September 2010 - June 2011
Merrill Lynch June 2010 - September 2010
Skills
Microsoft Excel, Data Analysis, Financial Analysis, PowerPoint, Microsoft Word, InDesign, Social Media, Event Planning, Fundraising, Social Networking, Grant Writing, Travel Blogging, Creative Writing, Community Outreach, Nonprofits
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (BA), Economics and International Development Studies
San Diego Jewish Academy 2005 — 2009
Mercer July 2014 - Present
Magen David Adom in Israel February 2014 - July 2014
Mercer June 2013 - December 2013
Hillel at UCLA July 2012 - June 2013
Merrill Lynch Private Banking and Investment Group June 2012 - August 2012
GoBio Inc. June 2011 - September 2011
Ember Arts June 2011 - August 2011
Campus Entrepreneurs Initiative September 2010 - June 2011
Merrill Lynch June 2010 - September 2010
Skills
Microsoft Excel, Data Analysis, Financial Analysis, PowerPoint, Microsoft Word, InDesign, Social Media, Event Planning, Fundraising, Social Networking, Grant Writing, Travel Blogging, Creative Writing, Community Outreach, Nonprofits
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (BA), Economics and International Development Studies
San Diego Jewish Academy 2005 — 2009
Catherine Powers Catherine Powers's Merrill Lynch - Private Banking and Investment Group Experience May 2010 - September 2010
Job Associate at Techstars
Industry Investment Banking
Experience
Techstars June 2014 - Present
The Rema Hort Mann Foundation December 2013 - Present
Instadat, Inc. September 2012 - August 2013
Starbucks Coffee Company February 2011 - June 2012
Merrill Lynch Private Banking and Investment Group May 2010 - September 2010
Citigroup July 2008 - May 2010
Claremont McKenna College September 2005 - May 2008
Cascade Investment June 2007 - August 2007
Skills
Microsoft Office, Factset, CapitalIQ, Financial Modeling, Presenting to Senior..., Series 7, Bloomberg, Consumer Products, Capital IQ, Corporate Finance, Valuation, Mergers & Acquisitions, Strategy, Financial Analysis
Education
Claremont McKenna College 2004 — 2008
Bachelor of Arts, Economics (H), Mathematics (H), The Financial Economics Sequence, cum laude
Bainbridge High School 2000 — 2004
Techstars June 2014 - Present
The Rema Hort Mann Foundation December 2013 - Present
Instadat, Inc. September 2012 - August 2013
Starbucks Coffee Company February 2011 - June 2012
Merrill Lynch Private Banking and Investment Group May 2010 - September 2010
Citigroup July 2008 - May 2010
Claremont McKenna College September 2005 - May 2008
Cascade Investment June 2007 - August 2007
Skills
Microsoft Office, Factset, CapitalIQ, Financial Modeling, Presenting to Senior..., Series 7, Bloomberg, Consumer Products, Capital IQ, Corporate Finance, Valuation, Mergers & Acquisitions, Strategy, Financial Analysis
Education
Claremont McKenna College 2004 — 2008
Bachelor of Arts, Economics (H), Mathematics (H), The Financial Economics Sequence, cum laude
Bainbridge High School 2000 — 2004
Joe Thomason, CFA's Merrill Lynch - Private Banking and Investment Group Experience June 2011 - Present
Job AVP, Private Wealth AnalystInvestments
Industry Investment Management
Experience
Merrill Lynch Private Banking and Investment Group June 2011 - Present
Western Asset Management July 2010 - June 2011
Morgan Stanley Smith Barney May 2009 - August 2009
Education
Boston College 2006 — 2010
Finance
Loyola High School 2002 — 2006
Merrill Lynch Private Banking and Investment Group June 2011 - Present
Western Asset Management July 2010 - June 2011
Morgan Stanley Smith Barney May 2009 - August 2009
Education
Boston College 2006 — 2010
Finance
Loyola High School 2002 — 2006
Ellen Reid's Merrill Lynch - Private Banking and Investment Group Experience April 2014 - Present
Job Registered Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Private Banking and Investment Group April 2014 - Present
Merrill Lynch March 2013 - April 2014
Pearson Learning Solutions June 2012 - December 2012
Boston College January 2010 - June 2012
Boston University School of Public Health September 2011 - May 2012
Pearson Learning Solutions May 2011 - August 2011
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), English and Communication Studies
University College Dublin
Semester Abroad, Studied English and Irish History
Merrill Lynch Private Banking and Investment Group April 2014 - Present
Merrill Lynch March 2013 - April 2014
Pearson Learning Solutions June 2012 - December 2012
Boston College January 2010 - June 2012
Boston University School of Public Health September 2011 - May 2012
Pearson Learning Solutions May 2011 - August 2011
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), English and Communication Studies
University College Dublin
Semester Abroad, Studied English and Irish History
Devon Deter Devon Deter's Merrill Lynch - Private Banking and Investment Group Experience April 2008 - April 2011
Job Executive Assistant to SVP, People at TrueCar, Inc.
Industry Marketing and Advertising
Experience
TrueCar, Inc. September 2015 - Present
TrueCar, Inc. July 2015 - September 2015
TrueCar, Inc. January 2015 - July 2015
TrueCar, Inc. July 2014 - January 2015
LivingSocial September 2013 - July 2014
Elkin May 2011 - October 2012
Merrill Lynch, Private Banking and Investment Group April 2008 - April 2011
Merrill Lynch Private Banking and Investment Group March 2006 - April 2008
Bob Smith BMW August 2005 - February 2006
UBS Financial Services June 2004 - July 2005
Skills
Bloomberg, Financial Analysis, Series 7, Equities, Finance, Marketing, Investments, Asset Management, Time Management, Wealth Management, Sales, Management, Accounting, CRM, Strategy
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts, Business Economics
University of California, Santa Barbara 2001 — 2005
BS, Business Economics
TrueCar, Inc. September 2015 - Present
TrueCar, Inc. July 2015 - September 2015
TrueCar, Inc. January 2015 - July 2015
TrueCar, Inc. July 2014 - January 2015
LivingSocial September 2013 - July 2014
Elkin May 2011 - October 2012
Merrill Lynch, Private Banking and Investment Group April 2008 - April 2011
Merrill Lynch Private Banking and Investment Group March 2006 - April 2008
Bob Smith BMW August 2005 - February 2006
UBS Financial Services June 2004 - July 2005
Skills
Bloomberg, Financial Analysis, Series 7, Equities, Finance, Marketing, Investments, Asset Management, Time Management, Wealth Management, Sales, Management, Accounting, CRM, Strategy
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts, Business Economics
University of California, Santa Barbara 2001 — 2005
BS, Business Economics
Gina Rufo Gina Rufo's Merrill Lynch - Private Banking and Investment Group Experience August 2010 - June 2012
Job
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Merrill Lynch June 2012 - August 2013
Merrill Lynch Private Banking and Investment Group August 2010 - June 2012
Morgan Stanley Smith Barney July 2007 - August 2010
Skills
Series 7, Uniform Combined State..., Series 63, Series 66, Series 9, Series 10, Microsoft Excel, Wealth Management, Equities, Investments, Alternative Investments, Mutual Funds, Investment Strategies, New Business Development, Securities, Microsoft Word, Customer Service, Fixed Income, Sales, Marketing, Asset Managment, Compliance, Risk Governance
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Bachelor of Science, Finance, Marketing
Merrill Lynch September 2013 - Present
Merrill Lynch June 2012 - August 2013
Merrill Lynch Private Banking and Investment Group August 2010 - June 2012
Morgan Stanley Smith Barney July 2007 - August 2010
Skills
Series 7, Uniform Combined State..., Series 63, Series 66, Series 9, Series 10, Microsoft Excel, Wealth Management, Equities, Investments, Alternative Investments, Mutual Funds, Investment Strategies, New Business Development, Securities, Microsoft Word, Customer Service, Fixed Income, Sales, Marketing, Asset Managment, Compliance, Risk Governance
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Bachelor of Science, Finance, Marketing
Chris Chatfield, CFA, CAIA Chris Chatfield, CFA, CAIA's Merrill Lynch - Private Banking and Investment Group Experience June 2012 - Present
Job Portfolio Management
Industry Investment Management
Experience
Merrill Lynch - Private Banking and Investment Group June 2012 - Present
Greif - China July 2011 - September 2011
U.S. Commercial Service - China June 2011 - August 2011
Merrill Lynch - Private Banking and Investment Group April 2004 - September 2010
Merrill Lynch April 2003 - April 2004
Skills
Investments, Financial Analysis, Asset Allocation, Asset Managment, Wealth Management, Portfolio Management, Financial Advisory, Derivatives, Investment Strategies, Finance, Investment Management, Series 7, Investment Advisory, Hedge Funds, Securities, Asset Management, Bloomberg, Accounting, Retirement Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
MBA, Strategy and Leadership
China Europe International Business School (CEIBS) 2011 — 2011
MBA, Study Abroad
Otterbein University 1997 — 2001
Bachelors, Business - Finance
Merrill Lynch - Private Banking and Investment Group June 2012 - Present
Greif - China July 2011 - September 2011
U.S. Commercial Service - China June 2011 - August 2011
Merrill Lynch - Private Banking and Investment Group April 2004 - September 2010
Merrill Lynch April 2003 - April 2004
Skills
Investments, Financial Analysis, Asset Allocation, Asset Managment, Wealth Management, Portfolio Management, Financial Advisory, Derivatives, Investment Strategies, Finance, Investment Management, Series 7, Investment Advisory, Hedge Funds, Securities, Asset Management, Bloomberg, Accounting, Retirement Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
MBA, Strategy and Leadership
China Europe International Business School (CEIBS) 2011 — 2011
MBA, Study Abroad
Otterbein University 1997 — 2001
Bachelors, Business - Finance
Jordan Waxman, AIF®, CFP®, CIMA®, CIS®'s Merrill Lynch - Private Banking and Investment Group Experience January 2002 - March 2012
Job Managing Partner, HSW Advisors, Member of the Board of Directors, HighTower
Industry Investment Management
Experience
Friends of McGill University October 2013 - Present
HSW Advisors, a part of HighTower March 2012 - Present
HighTower March 2012 - Present
McGill University, Desautels School of Business September 2009 - Present
Merrill Lynch Private Banking and Investment Group January 2002 - March 2012
Goldman Sachs August 1994 - January 2002
Skills
Estate Planning, Wealth Management, investment consulting, single stock risk..., Risk Management, Portfolio Management, portfolio construction, values-based planning, legacy planning, Pre-IPO, pre-sale planning, Investment Advisory, Alternative Investments, private wealth..., Investments, Private Banking, Personal Financial..., Holistic Financial..., Stocks, Wealth Management..., Swimmer, Plannning, Asset Allocation, Strategic Financial..., Wealth, Investment Advisory..., Investment Management, Investment Strategies, Mutual Funds, Securities, Series 7, Finance, Insurance, Fixed Income, Financial Advisory, Equities, Pensions, Private Equity, Asset Management, Bloomberg, Series 63, Capital Markets, Retirement Planning, Equity Research, Financial Services, Investment Banking, Options, Trading, Financial Markets, Bonds
Education
The University of Chicago - Booth School of Business 1992 — 1994
MBA
McGill University 1988 — 1992
B.C.L., LL. B.
McGill University 1983 — 1987
BA
Lower Canada College 1977 — 1981
High School Leaving Certificate
Friends of McGill University October 2013 - Present
HSW Advisors, a part of HighTower March 2012 - Present
HighTower March 2012 - Present
McGill University, Desautels School of Business September 2009 - Present
Merrill Lynch Private Banking and Investment Group January 2002 - March 2012
Goldman Sachs August 1994 - January 2002
Skills
Estate Planning, Wealth Management, investment consulting, single stock risk..., Risk Management, Portfolio Management, portfolio construction, values-based planning, legacy planning, Pre-IPO, pre-sale planning, Investment Advisory, Alternative Investments, private wealth..., Investments, Private Banking, Personal Financial..., Holistic Financial..., Stocks, Wealth Management..., Swimmer, Plannning, Asset Allocation, Strategic Financial..., Wealth, Investment Advisory..., Investment Management, Investment Strategies, Mutual Funds, Securities, Series 7, Finance, Insurance, Fixed Income, Financial Advisory, Equities, Pensions, Private Equity, Asset Management, Bloomberg, Series 63, Capital Markets, Retirement Planning, Equity Research, Financial Services, Investment Banking, Options, Trading, Financial Markets, Bonds
Education
The University of Chicago - Booth School of Business 1992 — 1994
MBA
McGill University 1988 — 1992
B.C.L., LL. B.
McGill University 1983 — 1987
BA
Lower Canada College 1977 — 1981
High School Leaving Certificate
Heather Middleton Heather Middleton's Merrill Lynch - Private Banking and Investment Group Experience February 2000 - July 2010
Job Attorney at Murphy & McGonigle PC
Industry Law Practice
Experience
Murphy & McGonigle PC September 2012 - Present
Krebsbach & Snyder September 2010 - September 2012
Merrill Lynch Private Banking and Investment Group February 2000 - July 2010
Skills
Securities, Litigation, Securities Law, Equities, Legal Research, Dodd-Frank, Legal Writing, Due Diligence, Corporate Law, SEC, Private Equity, Arbitration, FINRA, Securities Regulation, Risk Management, Commercial Litigation, Corporate Governance
Education
Elon University
Bachelor of Science, Business Administration
New York Law School
Juris Doctor
New York Law School
Master of Laws (LL.M.), Financial Services
Murphy & McGonigle PC September 2012 - Present
Krebsbach & Snyder September 2010 - September 2012
Merrill Lynch Private Banking and Investment Group February 2000 - July 2010
Skills
Securities, Litigation, Securities Law, Equities, Legal Research, Dodd-Frank, Legal Writing, Due Diligence, Corporate Law, SEC, Private Equity, Arbitration, FINRA, Securities Regulation, Risk Management, Commercial Litigation, Corporate Governance
Education
Elon University
Bachelor of Science, Business Administration
New York Law School
Juris Doctor
New York Law School
Master of Laws (LL.M.), Financial Services
Linda Mack Linda Mack's Merrill Lynch - Private Banking and Investment Group Experience May 2010 - November 2012
Job Sr. Triust Administrator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank, N.A. April 2014 - Present
Merrill Lynch Private Banking and Investment Group May 2010 - November 2012
Wilmington Trust Company August 1997 - May 2010
Aris Corporation February 1994 - August 1997
Skills
Wealth Management, High Net Worth..., Financial Services, Wealth Management..., Investments
Education
University of Delaware 1987 — 1991
Bachelor of Science, Business Administration
Wilmington Friends High School 1983 — 1987
Wells Fargo Bank, N.A. April 2014 - Present
Merrill Lynch Private Banking and Investment Group May 2010 - November 2012
Wilmington Trust Company August 1997 - May 2010
Aris Corporation February 1994 - August 1997
Skills
Wealth Management, High Net Worth..., Financial Services, Wealth Management..., Investments
Education
University of Delaware 1987 — 1991
Bachelor of Science, Business Administration
Wilmington Friends High School 1983 — 1987
Laura (English) Dawson Laura (English) Dawson's Merrill Lynch - Private Banking and Investment Group Experience June 2006 - Present
Job Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch- Private Banking and Investment Group June 2006 - Present
Merrill Lynch April 2003 - June 2006
Merrill Lynch July 1999 - April 2003
Education
Flagler College 1995 — 1999
Accounting and Business Major
Merrill Lynch- Private Banking and Investment Group June 2006 - Present
Merrill Lynch April 2003 - June 2006
Merrill Lynch July 1999 - April 2003
Education
Flagler College 1995 — 1999
Accounting and Business Major
Marc Laborde's Merrill Lynch - Private Banking and Investment Group Experience April 2006 - November 2008
Job Senior Vice President at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management March 2014 - Present
UBS Private Wealth Management October 2012 - March 2014
UBS Private Wealth Management November 2008 - October 2012
Merrill Lynch Private Banking and Investment Group April 2006 - November 2008
Goldman Sachs May 2005 - August 2005
Hibernia South Coast Capital January 2005 - March 2005
Education
Tulane University - A.B. Freeman School of Business 2004 — 2006
MBA, Finance
Louisiana State University and Agricultural and Mechanical College 1998 — 2003
BS
UBS Private Wealth Management March 2014 - Present
UBS Private Wealth Management October 2012 - March 2014
UBS Private Wealth Management November 2008 - October 2012
Merrill Lynch Private Banking and Investment Group April 2006 - November 2008
Goldman Sachs May 2005 - August 2005
Hibernia South Coast Capital January 2005 - March 2005
Education
Tulane University - A.B. Freeman School of Business 2004 — 2006
MBA, Finance
Louisiana State University and Agricultural and Mechanical College 1998 — 2003
BS
Clara Allen Clara Allen's Merrill Lynch - Private Banking and Investment Group Experience December 2010 - August 2013
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
Cody Vichinsky's Merrill Lynch - Private Banking and Investment Group Experience January 2004 - January 2007
Job CoFounder at Bespoke Real Estate
Industry Real Estate
Experience
Bespoke Real Estate August 2014 - Present
1010data February 2011 - 2014
The Corcoran Group 2009 - 2014
GSM Systems January 2007 - January 2011
Merrill Lynch Private Banking and Investment Group January 2004 - January 2007
Skills
luxury Real Estate, Deal Strategy, Telecommunications, Global Business..., Investments, Luxury, Sales, Real Estate, Business Intelligence, Contract Negotiation
Education
New York University
Bachelor of Science, Major: Mass Media Technology & Communications / Minor: Management & Organizational Analysis (Stern)
Bespoke Real Estate August 2014 - Present
1010data February 2011 - 2014
The Corcoran Group 2009 - 2014
GSM Systems January 2007 - January 2011
Merrill Lynch Private Banking and Investment Group January 2004 - January 2007
Skills
luxury Real Estate, Deal Strategy, Telecommunications, Global Business..., Investments, Luxury, Sales, Real Estate, Business Intelligence, Contract Negotiation
Education
New York University
Bachelor of Science, Major: Mass Media Technology & Communications / Minor: Management & Organizational Analysis (Stern)
Neil J Patel, MHA, MBA, PMP® Neil J Patel, MHA, MBA, PMP®'s Merrill Lynch - Private Banking and Investment Group Experience May 2005 - August 2005
Job Project Manager at Memorial Hermann Health System
Industry Hospital & Health Care
Experience
Memorial Hermann Health System October 2013 - Present
Baylor College of Medicine April 2012 - October 2013
RealEC Technologies August 2011 - April 2012
Houston Methodist May 2010 - December 2010
Morgan Stanley - Investment Management June 2006 - January 2010
University of Houston August 2005 - December 2005
Merrill Lynch - Private Banking and Investment Group May 2005 - August 2005
Skills
Process Improvement, Data Analysis, Project Management, Visio, Business Analysis, Program Management, Analysis, Financial Analysis, Business Intelligence, Access, SAP, Management, Software Documentation, MS Project, Business Development, Vendor Management, Budgets, Healthcare, Change Management, Cross-functional Team..., Microsoft Excel, Business Process..., Leadership, Microsoft Office, Business Process, SDLC, Research, SharePoint, Risk Management, Supply Chain Management, Team Building, Team Leadership, Project Planning, Integration, Software Project..., Requirements Analysis, Strategic Planning, Six Sigma, Strategy, Quality Assurance, Training, CRM
Education
University of Houston-Clear Lake
Master of Healthcare Administration
University of Houston-Clear Lake
Master of Business Administration
University of Houston
B.B.A., Finance, Economics
Memorial Hermann Health System October 2013 - Present
Baylor College of Medicine April 2012 - October 2013
RealEC Technologies August 2011 - April 2012
Houston Methodist May 2010 - December 2010
Morgan Stanley - Investment Management June 2006 - January 2010
University of Houston August 2005 - December 2005
Merrill Lynch - Private Banking and Investment Group May 2005 - August 2005
Skills
Process Improvement, Data Analysis, Project Management, Visio, Business Analysis, Program Management, Analysis, Financial Analysis, Business Intelligence, Access, SAP, Management, Software Documentation, MS Project, Business Development, Vendor Management, Budgets, Healthcare, Change Management, Cross-functional Team..., Microsoft Excel, Business Process..., Leadership, Microsoft Office, Business Process, SDLC, Research, SharePoint, Risk Management, Supply Chain Management, Team Building, Team Leadership, Project Planning, Integration, Software Project..., Requirements Analysis, Strategic Planning, Six Sigma, Strategy, Quality Assurance, Training, CRM
Education
University of Houston-Clear Lake
Master of Healthcare Administration
University of Houston-Clear Lake
Master of Business Administration
University of Houston
B.B.A., Finance, Economics
Ann Connors Ann Connors's Merrill Lynch - Private Banking and Investment Group Experience 2006 - 2008
Job Senior Development Officer at PANTHERA
Industry Fund-Raising
Experience
PANTHERA May 2014 - Present
Center for Economic Progress June 2010 - January 2014
The Field Museum 2008 - 2009
Merrill Lynch Private Banking and Investment Group 2006 - 2008
The Northern Trust Company 2001 - 2006
Ernst & Young 1997 - 2001
Skills
Fundraising, Philanthropy, Grant Writing, Volunteer Management, Grants, Nonprofits, Community Outreach, Leadership, Non-profits, Community Development, Proposal Writing, Non-profit..., Economic Development, Program Management, Organizational..., Editing, Research, Community Organizing, Public Relations, Planned Giving, Annual Giving, Media Relations, Alumni Relations, Corporate Social..., Marketing, Government, Strategy, Board Development, Event Planning, International Relations, Leadership Development, Prospect Research, Higher Education, Budgets
Education
DePaul University 2005 — 2006
Certificate Program in Financial Planning
Thunderbird School of Global Management 1980 — 1981
Master's of International Management, International Business
University of Illinois at Urbana-Champaign 1976 — 1980
Bachelor's in History, Minor in Asian Studies
Københavns Universitet 1978 — 1979
History, Political Science, Danish, Art
PANTHERA May 2014 - Present
Center for Economic Progress June 2010 - January 2014
The Field Museum 2008 - 2009
Merrill Lynch Private Banking and Investment Group 2006 - 2008
The Northern Trust Company 2001 - 2006
Ernst & Young 1997 - 2001
Skills
Fundraising, Philanthropy, Grant Writing, Volunteer Management, Grants, Nonprofits, Community Outreach, Leadership, Non-profits, Community Development, Proposal Writing, Non-profit..., Economic Development, Program Management, Organizational..., Editing, Research, Community Organizing, Public Relations, Planned Giving, Annual Giving, Media Relations, Alumni Relations, Corporate Social..., Marketing, Government, Strategy, Board Development, Event Planning, International Relations, Leadership Development, Prospect Research, Higher Education, Budgets
Education
DePaul University 2005 — 2006
Certificate Program in Financial Planning
Thunderbird School of Global Management 1980 — 1981
Master's of International Management, International Business
University of Illinois at Urbana-Champaign 1976 — 1980
Bachelor's in History, Minor in Asian Studies
Københavns Universitet 1978 — 1979
History, Political Science, Danish, Art
Jacquelyn Reilly Mulford Jacquelyn Reilly Mulford's Merrill Lynch - Private Banking and Investment Group Experience April 2005 - Present
Job Senior Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Private Banking and Investment Group April 2005 - Present
Merrill Lynch Private Banking and Investment Group August 2007 - August 2011
Merrill Lynch April 2005 - May 2007
Innkeepers Hospitality/ Marriott May 2004 - May 2005
Skills
Investments, Mutual Funds, Portfolio Management, Wealth Management
Education
California State University-Chico 1998 — 2003
Bachelor of Arts, Organizational Communication
California State University
Bachelor of Arts, Organization Communication
Merrill Lynch Private Banking and Investment Group April 2005 - Present
Merrill Lynch Private Banking and Investment Group August 2007 - August 2011
Merrill Lynch April 2005 - May 2007
Innkeepers Hospitality/ Marriott May 2004 - May 2005
Skills
Investments, Mutual Funds, Portfolio Management, Wealth Management
Education
California State University-Chico 1998 — 2003
Bachelor of Arts, Organizational Communication
California State University
Bachelor of Arts, Organization Communication
Frank Amsler, CFA, CFP, CIMA Frank Amsler, CFA, CFP, CIMA's Merrill Lynch - Private Banking and Investment Group Experience June 1995 - November 2008
Job Senior Vice President UBS Private Wealth Management
Industry Financial Services
Experience
UBS, Private Wealth Management November 2008 - Present
Merrill Lynch Private Banking and Investment Group June 1995 - November 2008
Salomon Brothers 1994 - 1995
United States Air Force May 1987 - July 1992
Education
The University of Texas at Austin 1992 — 1994
MBA, Finance
University of Dayton 1989 — 1992
Masters of Arts, Political Science & International Affairs
United States Air Force Academy 1983 — 1987
BSEE, Electrical Engineering
Boston Latin School 1977 — 1983
HS
UBS, Private Wealth Management November 2008 - Present
Merrill Lynch Private Banking and Investment Group June 1995 - November 2008
Salomon Brothers 1994 - 1995
United States Air Force May 1987 - July 1992
Education
The University of Texas at Austin 1992 — 1994
MBA, Finance
University of Dayton 1989 — 1992
Masters of Arts, Political Science & International Affairs
United States Air Force Academy 1983 — 1987
BSEE, Electrical Engineering
Boston Latin School 1977 — 1983
HS
Greg Gallucci, CFP® Greg Gallucci, CFP®'s Merrill Lynch - Private Banking and Investment Group Experience January 2008 - Present
Job Senior Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2012 - Present
Merrill Lynch, Private Banking and Investment Group January 2008 - Present
Merrill Lynch January 2006 - January 2007
Merrill Lynch January 2004 - January 2006
Merrill Lynch January 2003 - January 2004
Merrill Lynch January 2002 - January 2003
Skills
Series 7, Series 66, C++, Equity Trading, Fixed Income Trading, Private Wealth..., Restricted Stock, Section 16, Concentrated Stock Sales, C, Financial Analysis, Financial Planning, Programming, Options trading, Data Mining, Data Analysis, Fixed Income, Trading, Portfolio Management, Investments, Securities, Equities, Bloomberg, Wealth Management, Bloomberg Terminal, Financial Services, Retirement Planning, Financial Advisory, Mutual Funds, Stocks, ETFs, Business Analysis, Options, Wealth Management..., Derivatives, Corporate Finance, Uniform Combined State..., Strategic Financial...
Education
New York University 2011 — 2012
Certificate in C++ Programming, Computer Programming, 4.0
Pace University - Lubin School of Business 1998 — 2003
BBA, Finance and Economics
Merrill Lynch July 2012 - Present
Merrill Lynch, Private Banking and Investment Group January 2008 - Present
Merrill Lynch January 2006 - January 2007
Merrill Lynch January 2004 - January 2006
Merrill Lynch January 2003 - January 2004
Merrill Lynch January 2002 - January 2003
Skills
Series 7, Series 66, C++, Equity Trading, Fixed Income Trading, Private Wealth..., Restricted Stock, Section 16, Concentrated Stock Sales, C, Financial Analysis, Financial Planning, Programming, Options trading, Data Mining, Data Analysis, Fixed Income, Trading, Portfolio Management, Investments, Securities, Equities, Bloomberg, Wealth Management, Bloomberg Terminal, Financial Services, Retirement Planning, Financial Advisory, Mutual Funds, Stocks, ETFs, Business Analysis, Options, Wealth Management..., Derivatives, Corporate Finance, Uniform Combined State..., Strategic Financial...
Education
New York University 2011 — 2012
Certificate in C++ Programming, Computer Programming, 4.0
Pace University - Lubin School of Business 1998 — 2003
BBA, Finance and Economics
Michael Sava, CFP®, CIMA® Michael Sava, CFP®, CIMA®'s Merrill Lynch - Private Banking and Investment Group Experience 2005 - 2009
Job Private Wealth Manager at FirsTrust, LLC
Industry Financial Services
Experience
FirsTrust, LLC January 2014 - Present
Henssler Financial 2012 - 2013
College for Financial Planning 2010 - 2011
AMT Homes 2009 - 2011
Merrill Lynch, Private Banking and Investment Group 2005 - 2009
CFA Institute 2003 - 2005
McDonald Investments 2000 - 2003
Smith Barney 1993 - 2000
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Investment Policy, Asset Allocation, Risk Management, Tax Planning, Estate Planning, Qualified Retirement..., Alternative Investments
Education
University of Wisconsin-Madison
BA, International Relations-Economics
College for Financial Planning
Certified Financial Planner Program
FirsTrust, LLC January 2014 - Present
Henssler Financial 2012 - 2013
College for Financial Planning 2010 - 2011
AMT Homes 2009 - 2011
Merrill Lynch, Private Banking and Investment Group 2005 - 2009
CFA Institute 2003 - 2005
McDonald Investments 2000 - 2003
Smith Barney 1993 - 2000
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Investment Policy, Asset Allocation, Risk Management, Tax Planning, Estate Planning, Qualified Retirement..., Alternative Investments
Education
University of Wisconsin-Madison
BA, International Relations-Economics
College for Financial Planning
Certified Financial Planner Program
Megan Grassa's Merrill Lynch - Private Banking and Investment Group Experience January 2015 - Present
Job Customer Service Team Lead at Tata Consultancy Services
Industry Printing
Experience
Merrill Lynch - Private Banking and Investment Group January 2015 - Present
Mckay Press a Consolidated Graphics Company June 2011 - Present
Skills
Excellent oral and..., Possess time management..., Strong attention to..., Organizational Structure, Marketing, Event Management, Press Releases, Internal Communications, Public Speaking, Leadership Development, Sales, Recruiting, PowerPoint, Direct Mail, Customer Service
Education
Ferris State University 2006 — 2011
Bachelors
Ferris State University 2006 — 2011
Bachelors
Merrill Lynch - Private Banking and Investment Group January 2015 - Present
Mckay Press a Consolidated Graphics Company June 2011 - Present
Skills
Excellent oral and..., Possess time management..., Strong attention to..., Organizational Structure, Marketing, Event Management, Press Releases, Internal Communications, Public Speaking, Leadership Development, Sales, Recruiting, PowerPoint, Direct Mail, Customer Service
Education
Ferris State University 2006 — 2011
Bachelors
Ferris State University 2006 — 2011
Bachelors
Erick Yi Erick Yi's Merrill Lynch - Private Banking and Investment Group Experience February 2012 - Present
Job Sr. Financial Analyst
Industry Investment Management
Experience
Merrill Lynch - Private Banking and Investment Group February 2012 - Present
Morgan Stanley Smith Barney November 2008 - February 2012
Smith Barney August 2005 - November 2008
Education
University of Southern California - Marshall School of Business 2010 — 2013
Master of Business Administration (MBA)
University of California, Los Angeles 2001 — 2005
Bachelor of Arts (BA)
Merrill Lynch - Private Banking and Investment Group February 2012 - Present
Morgan Stanley Smith Barney November 2008 - February 2012
Smith Barney August 2005 - November 2008
Education
University of Southern California - Marshall School of Business 2010 — 2013
Master of Business Administration (MBA)
University of California, Los Angeles 2001 — 2005
Bachelor of Arts (BA)
Richard Moyer Richard Moyer's Merrill Lynch - Private Banking and Investment Group Experience January 2005 - February 2008
Job Partner at Royal Blue Capital, LLC
Industry Investment Banking
Experience
Royal Blue Capital, LLC March 2009 - Present
Western Horizon Farms, LLC. February 2009 - June 2010
SunTrust Investment Services March 2008 - December 2008
Merrill Lynch Private Banking and Investment Group January 2005 - February 2008
Skills
Series 7, Series 24, Series 66, Mergers, LBO, Acquisition Analysis, Private Placements, Capital Structure, Restructuring, Divestitures, Sell Side, Buy-side, Buyouts
Education
University of Central Missouri 1998 — 2002
Royal Blue Capital, LLC March 2009 - Present
Western Horizon Farms, LLC. February 2009 - June 2010
SunTrust Investment Services March 2008 - December 2008
Merrill Lynch Private Banking and Investment Group January 2005 - February 2008
Skills
Series 7, Series 24, Series 66, Mergers, LBO, Acquisition Analysis, Private Placements, Capital Structure, Restructuring, Divestitures, Sell Side, Buy-side, Buyouts
Education
University of Central Missouri 1998 — 2002
Alexandra Bogacz's Merrill Lynch - Private Banking and Investment Group Experience October 2013 - Present
Job Private Wealth Associate Merrill Lynch Private Banking and Investment Group
Industry Public Relations and Communications
Experience
Merrill Lynch Private Banking and Investment Group October 2013 - Present
Bank of America September 2012 - September 2013
Skills
Public Relations, Social Networking, Social Media, Social Media Marketing, Facebook, Branch Banking, Branch Operation, Risk Management, Authentication Protocols, Client Confidentiality, Confidential Documents, Cash Handling Experience, Fraud Detection, Deposits, Private Banking, Alternative Investments, Private Equity, Hedge Funds, Banking, Relationship Management, Wealth, Retail Banking
Education
University of Michigan-Flint 2009 — 2013
Bachelor of Arts (BA), Journalism
Brandon High School
Merrill Lynch Private Banking and Investment Group October 2013 - Present
Bank of America September 2012 - September 2013
Skills
Public Relations, Social Networking, Social Media, Social Media Marketing, Facebook, Branch Banking, Branch Operation, Risk Management, Authentication Protocols, Client Confidentiality, Confidential Documents, Cash Handling Experience, Fraud Detection, Deposits, Private Banking, Alternative Investments, Private Equity, Hedge Funds, Banking, Relationship Management, Wealth, Retail Banking
Education
University of Michigan-Flint 2009 — 2013
Bachelor of Arts (BA), Journalism
Brandon High School
Karina Jhangiani Karina Jhangiani's Merrill Lynch - Private Banking and Investment Group Experience April 2013 - June 2013
Job Investment Banking Analyst at Citi
Industry Financial Services
Experience
Citi June 2014 - August 2014
Deutsche Bank June 2013 - August 2013
Merrill Lynch Private Banking and Investment Group April 2013 - June 2013
Ameriprise Financial Services, Inc. June 2012 - March 2013
Education
Northwestern University 2011 — 2015
Beavercreek High School 2007 — 2011
Citi June 2014 - August 2014
Deutsche Bank June 2013 - August 2013
Merrill Lynch Private Banking and Investment Group April 2013 - June 2013
Ameriprise Financial Services, Inc. June 2012 - March 2013
Education
Northwestern University 2011 — 2015
Beavercreek High School 2007 — 2011
Gretchen McLaughlin Gretchen McLaughlin's Merrill Lynch - Private Banking and Investment Group Experience August 2015 - Present
Job Senior Private Wealth Associate at UBS
Industry Financial Services
Experience
UBS September 2015 - Present
Merrill Lynch - Private Banking and Investment Group August 2015 - Present
Morgan Stanley February 2007 - October 2011
Guggenheim Partners November 2004 - February 2007
Skills
Bilingual Communications, Client Relations
Education
Middlebury College 2000 — 2004
Bachelor of Arts (B.A.), History and Spanish
Kent Denver School 1993 — 2000
Universidad de La Rioja
UBS September 2015 - Present
Merrill Lynch - Private Banking and Investment Group August 2015 - Present
Morgan Stanley February 2007 - October 2011
Guggenheim Partners November 2004 - February 2007
Skills
Bilingual Communications, Client Relations
Education
Middlebury College 2000 — 2004
Bachelor of Arts (B.A.), History and Spanish
Kent Denver School 1993 — 2000
Universidad de La Rioja
Katelyn Joyce Katelyn Joyce's Merrill Lynch - Private Banking and Investment Group Experience October 2013 - Present
Job Client Associate at Merrill Lynch Private Banking and Investment Group
Industry Financial Services
Experience
Merrill Lynch Private Banking and Investment Group October 2013 - Present
SERIOUS BUSINESS PR LLC September 2013 - October 2013
F. J. Joyce & Son September 2007 - August 2013
Eisenberg, Vital & Ryze Advertising January 2013 - May 2013
New England Educational Institute June 2012 - August 2012
Skills
Public Relations, Social Media, Event Planning, Press Coverage, Strategic Communications, Microsoft Office, Research, Facebook, Data Entry, SPSS, Public Speaking, Scientific Writing, Creative Writing, IPhone Photography, Mathematics, Market Research
Education
Saint Anselm College 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Arlington Catholic High School 2005 — 2009
Merrill Lynch Private Banking and Investment Group October 2013 - Present
SERIOUS BUSINESS PR LLC September 2013 - October 2013
F. J. Joyce & Son September 2007 - August 2013
Eisenberg, Vital & Ryze Advertising January 2013 - May 2013
New England Educational Institute June 2012 - August 2012
Skills
Public Relations, Social Media, Event Planning, Press Coverage, Strategic Communications, Microsoft Office, Research, Facebook, Data Entry, SPSS, Public Speaking, Scientific Writing, Creative Writing, IPhone Photography, Mathematics, Market Research
Education
Saint Anselm College 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Arlington Catholic High School 2005 — 2009
Richard Stein Jr's Merrill Lynch - Private Banking and Investment Group Experience June 2012 - July 2012
Job Analyst at Inertia Advisors
Industry Financial Services
Experience
Inertia Advisors 2015 - Present
Eve Partners June 2013 - August 2013
Merrill Lynch Private Banking and Investment Group June 2012 - July 2012
Merrill Lynch Private Banking and Investment Group June 2011 - August 2011
Skills
Microsoft Excel, Valuation, PowerPoint
Education
Sewanee-The University of the South 2011 — 2014
Bachelor of Arts (BA), Economics
The Bolles School 2006 — 2010
Inertia Advisors 2015 - Present
Eve Partners June 2013 - August 2013
Merrill Lynch Private Banking and Investment Group June 2012 - July 2012
Merrill Lynch Private Banking and Investment Group June 2011 - August 2011
Skills
Microsoft Excel, Valuation, PowerPoint
Education
Sewanee-The University of the South 2011 — 2014
Bachelor of Arts (BA), Economics
The Bolles School 2006 — 2010
Avi Englard, PE Avi Englard, PE's Merrill Lynch - Private Banking and Investment Group Experience January 2010 - May 2010
Job Associate Project Manager at JLL
Industry Real Estate
Experience
JLL February 2015 - Present
GEI Consultants, Inc. June 2010 - February 2015
Merrill Lynch Private Banking and Investment Group January 2010 - May 2010
The Cooper Union November 2009 - May 2010
Hudson Scenic Studio, Inc May 2009 - August 2009
Tekiah Orchestras and Entertainment 2004 - 2007
Education
The Cooper Union for the Advancement of Science and Art 2008 — 2010
Masters of Engineering, Civil Engineering
The Cooper Union for the Advancement of Science and Art 2006 — 2010
Bachelors of Engineering, Civil Engineering
JLL February 2015 - Present
GEI Consultants, Inc. June 2010 - February 2015
Merrill Lynch Private Banking and Investment Group January 2010 - May 2010
The Cooper Union November 2009 - May 2010
Hudson Scenic Studio, Inc May 2009 - August 2009
Tekiah Orchestras and Entertainment 2004 - 2007
Education
The Cooper Union for the Advancement of Science and Art 2008 — 2010
Masters of Engineering, Civil Engineering
The Cooper Union for the Advancement of Science and Art 2006 — 2010
Bachelors of Engineering, Civil Engineering
Jay Jowers's Merrill Lynch - Private Banking and Investment Group Experience March 1986 - Present
Job Managing Director Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Private Banking and Investment Group March 1986 - Present
Skills
Series 7, Wealth Management, Investments, Portfolio Management, Asset Allocation, Equities, Asset Managment, Retirement Planning, Strategic Financial..., Securities, Investment Advisory, Alternative Investments, Series 63, Estate Planning
Education
Auburn University 1978 — 1982
B.A, American History (United States)
Merrill Lynch Private Banking and Investment Group March 1986 - Present
Skills
Series 7, Wealth Management, Investments, Portfolio Management, Asset Allocation, Equities, Asset Managment, Retirement Planning, Strategic Financial..., Securities, Investment Advisory, Alternative Investments, Series 63, Estate Planning
Education
Auburn University 1978 — 1982
B.A, American History (United States)
Jeremy Warnick's Merrill Lynch - Private Banking and Investment Group Experience May 2011 - July 2014
Job MBA Candidate at Kellogg School of Management
Industry Higher Education
Experience
McKinsey & Company June 2015 - Present
Merrill Lynch Private Banking and Investment Group May 2011 - July 2014
Eastern Idaho Entrepreneurial Center January 2011 - April 2011
Skills
Analysis, Microsoft Excel, Financial Analysis, Finance, Financial Modeling, Public Speaking, PowerPoint, Data Analysis, Leadership, Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Management and Strategy, Finance
Brigham Young University - Idaho 2008 — 2011
Bachelor of Science (B.S.), Financial Economics
McKinsey & Company June 2015 - Present
Merrill Lynch Private Banking and Investment Group May 2011 - July 2014
Eastern Idaho Entrepreneurial Center January 2011 - April 2011
Skills
Analysis, Microsoft Excel, Financial Analysis, Finance, Financial Modeling, Public Speaking, PowerPoint, Data Analysis, Leadership, Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Management and Strategy, Finance
Brigham Young University - Idaho 2008 — 2011
Bachelor of Science (B.S.), Financial Economics
Ben Browder's Merrill Lynch - Private Banking and Investment Group Experience April 2012 - August 2012
Job Analyst, MF Development at Oden Hughes, LLC
Industry Commercial Real Estate
Experience
Oden Hughes, LLC June 2014 - Present
Cielo Realty Partners June 2013 - October 2013
AAA Capital Management Advisors, Ltd. August 2012 - February 2013
Merrill Lynch Private Banking and Investment Group April 2012 - August 2012
Skills
Financial Analysis, Market Research, Microsoft Excel, Real Estate Development, Commercial Real Estate, Real Estate, Real Estate Transactions, Real Estate Due..., Multfamily Development, Leadership, Leases, Microsoft Office, Data Analysis, Teamwork, PowerPoint, Photoshop, Social Media, Social Media Marketing
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2014
Bachelor of Business Administration (BBA), Finance- Energy, Real Estate
Oden Hughes, LLC June 2014 - Present
Cielo Realty Partners June 2013 - October 2013
AAA Capital Management Advisors, Ltd. August 2012 - February 2013
Merrill Lynch Private Banking and Investment Group April 2012 - August 2012
Skills
Financial Analysis, Market Research, Microsoft Excel, Real Estate Development, Commercial Real Estate, Real Estate, Real Estate Transactions, Real Estate Due..., Multfamily Development, Leadership, Leases, Microsoft Office, Data Analysis, Teamwork, PowerPoint, Photoshop, Social Media, Social Media Marketing
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2014
Bachelor of Business Administration (BBA), Finance- Energy, Real Estate
Bradley McMullin's Merrill Lynch - Private Banking and Investment Group Experience August 2011 - April 2012
Job Research Associate at Brandes Investment Partners
Industry Investment Management
Experience
Brandes Investment Partners August 2013 - Present
Huntsman May 2013 - July 2013
Brigham Young University August 2012 - April 2013
Global Financial Advisors January 2011 - April 2013
Marriott International June 2012 - August 2012
Merrill Lynch Private Banking and Investment Group August 2011 - April 2012
Skills
Valuation, Leadership, Financial Modeling, Investments
Education
Brigham Young University
Finance
Brandes Investment Partners August 2013 - Present
Huntsman May 2013 - July 2013
Brigham Young University August 2012 - April 2013
Global Financial Advisors January 2011 - April 2013
Marriott International June 2012 - August 2012
Merrill Lynch Private Banking and Investment Group August 2011 - April 2012
Skills
Valuation, Leadership, Financial Modeling, Investments
Education
Brigham Young University
Finance
Will Case Will Case's Merrill Lynch - Private Banking and Investment Group Experience February 2013 - May 2013
Job Research Analyst at SCS Financial
Industry Financial Services
Experience
SCS Financial July 2015 - Present
Credit Suisse July 2014 - December 2014
SCS Financial May 2013 - June 2014
Merrill Lynch, Private Banking and Investment Group February 2013 - May 2013
Skills
Valuation, Financial Analysis, Equities, Wealth Management
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (BBA), Finance and Economics
SCS Financial July 2015 - Present
Credit Suisse July 2014 - December 2014
SCS Financial May 2013 - June 2014
Merrill Lynch, Private Banking and Investment Group February 2013 - May 2013
Skills
Valuation, Financial Analysis, Equities, Wealth Management
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (BBA), Finance and Economics
Suhaila Amalanayagam Suhaila Amalanayagam's Merrill Lynch - Private Banking and Investment Group Experience January 2014 - Present
Job Merrill Lynch Private Banking and Investment Group
Industry Financial Services
Experience
Merrill Lynch Private Banking and Investment Group January 2014 - Present
Union College March 2012 - Present
The Jones Group Inc. March 2013 - December 2013
Merrill Lynch Private Banking and Investment Group June 2011 - August 2011
Skills
Microsoft Word, Statistics, Stata, Public Speaking, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Analysis, Investments
Education
Union College 2008 — 2012
Bachelor of Arts, Managerial Economics
Merrill Lynch Private Banking and Investment Group January 2014 - Present
Union College March 2012 - Present
The Jones Group Inc. March 2013 - December 2013
Merrill Lynch Private Banking and Investment Group June 2011 - August 2011
Skills
Microsoft Word, Statistics, Stata, Public Speaking, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Analysis, Investments
Education
Union College 2008 — 2012
Bachelor of Arts, Managerial Economics
Amy Cramer Amy Cramer's Merrill Lynch - Private Banking and Investment Group Experience 2014 - Present
Job Registered Private Wealth Associate at Merrill Lynch Private Banking and Investment Group
Industry Financial Services
Experience
Merrill Lynch Private Banking and Investment Group 2014 - Present
UBS Wealth Management 2012 - 2014
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA
University of Wisconsin-Madison 1991 — 1995
BA
Merrill Lynch Private Banking and Investment Group 2014 - Present
UBS Wealth Management 2012 - 2014
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA
University of Wisconsin-Madison 1991 — 1995
BA
Gloria Fieldcamp Gloria Fieldcamp's Merrill Lynch - Private Banking and Investment Group Experience September 2010 - February 2012
Job Managing Director at Fiduciary Trust International
Industry Investment Management
Experience
Fiduciary Trust International May 2012 - Present
Merrill Lynch Private Banking and Investment Group September 2010 - February 2012
JPMorgan Private Bank September 1986 - June 2008
Skills
Wealth Management, Asset Managment, Portfolio Management, Private Banking, Investment Advisory, Banking, Equities, Fixed Income, Alternative Investments, Asset Allocation, Trust and Estate..., Series 7, Relationship Management, Credit and Lending, Family Office, Family Governance, Team Leadership, Foreign Languages, Asset Management, Credit, Hedge Funds, Investment Management, Loans, Strategic Financial..., Trust, Wealth Management...
Education
New York University
B.A.
Fiduciary Trust International May 2012 - Present
Merrill Lynch Private Banking and Investment Group September 2010 - February 2012
JPMorgan Private Bank September 1986 - June 2008
Skills
Wealth Management, Asset Managment, Portfolio Management, Private Banking, Investment Advisory, Banking, Equities, Fixed Income, Alternative Investments, Asset Allocation, Trust and Estate..., Series 7, Relationship Management, Credit and Lending, Family Office, Family Governance, Team Leadership, Foreign Languages, Asset Management, Credit, Hedge Funds, Investment Management, Loans, Strategic Financial..., Trust, Wealth Management...
Education
New York University
B.A.
Margaret Esquivel-Damato's Merrill Lynch - Private Banking and Investment Group Experience 1999 - 2011
Job Director of Private Wealth Services, Pagnato Karp, HighTower
Industry Financial Services
Experience
Pagnato Karp, HighTower July 2011 - Present
Merrill Lynch Private Banking and Investment Group 1999 - 2011
Rockefeller & Co., Inc. 1998 - 1998
Hampshire Securities Corp. April 1994 - December 1997
Furman Selz LLC April 1990 - September 1992
Merrill Lynch 1987 - 1989
Skills
Wealth Management, Family Office Solutions, Fiduciary, Alternative Investments, Private Equity, Derivatives, Fixed Income, Equities, Mutual Funds, Lines Of Credit, Estate Planning, Relationship Management, Trading, Series 7, Series 66, Series 63, CFM
Education
UNC Chapel Hill 1976 — 1980
Psychology / Art
Kaplan - CFP Course
Pagnato Karp, HighTower July 2011 - Present
Merrill Lynch Private Banking and Investment Group 1999 - 2011
Rockefeller & Co., Inc. 1998 - 1998
Hampshire Securities Corp. April 1994 - December 1997
Furman Selz LLC April 1990 - September 1992
Merrill Lynch 1987 - 1989
Skills
Wealth Management, Family Office Solutions, Fiduciary, Alternative Investments, Private Equity, Derivatives, Fixed Income, Equities, Mutual Funds, Lines Of Credit, Estate Planning, Relationship Management, Trading, Series 7, Series 66, Series 63, CFM
Education
UNC Chapel Hill 1976 — 1980
Psychology / Art
Kaplan - CFP Course
Marcel Quiroga, RMA℠'s Merrill Lynch - Private Banking and Investment Group Experience June 2006 - February 2009
Job Chief Relationship Officer, Director of Marketing at Capital Formation Group
Industry Financial Services
Experience
Captial Formation Group May 2009 - Present
Merrill Lynch Private Banking and Investment Group June 2006 - February 2009
Morgan Stanley July 2005 - May 2006
Banco Mercantil November 2004 - April 2005
Banco Mercantil July 2002 - November 2004
Universidad Privada Boliviana September 2003 - October 2003
Fondo de la Comunidad April 2001 - June 2002
Fondo de la Comunidad July 1999 - March 2001
Fondo de la Comunidad July 1998 - June 1999
Skills
French
Education
Universidad Privada Boliviana 1996 — 2000
BS, Business
Captial Formation Group May 2009 - Present
Merrill Lynch Private Banking and Investment Group June 2006 - February 2009
Morgan Stanley July 2005 - May 2006
Banco Mercantil November 2004 - April 2005
Banco Mercantil July 2002 - November 2004
Universidad Privada Boliviana September 2003 - October 2003
Fondo de la Comunidad April 2001 - June 2002
Fondo de la Comunidad July 1999 - March 2001
Fondo de la Comunidad July 1998 - June 1999
Skills
French
Education
Universidad Privada Boliviana 1996 — 2000
BS, Business
Jenifer Kelley Smailes's Merrill Lynch - Private Banking and Investment Group Experience July 2002 - May 2006
Job Private Banking & Wealth Management Professional
Industry Investment Management
Experience
Credit Suisse Private Bank March 2015 - Present
Société Générale Private Banking (Suisse) S.A. (CBG Investment Advisors) June 2006 - June 2009
Merrill Lynch Private Banking and Investment Group July 2002 - May 2006
Goldman Sachs Private Wealth Management July 1998 - October 2001
Education
Harvard University 1994 — 1998
Bachelor's Degree, Economics
Credit Suisse Private Bank March 2015 - Present
Société Générale Private Banking (Suisse) S.A. (CBG Investment Advisors) June 2006 - June 2009
Merrill Lynch Private Banking and Investment Group July 2002 - May 2006
Goldman Sachs Private Wealth Management July 1998 - October 2001
Education
Harvard University 1994 — 1998
Bachelor's Degree, Economics
Anthony Custodio's Merrill Lynch - Private Banking and Investment Group Experience November 2006 - Present
Job Private Wealth Advisor with Merrill Lynch Private Banking and Investment Group
Industry Investment Management
Experience
Merrill Lynch Private Banking and Investment Group November 2006 - Present
Wells Fargo Private Bank July 2002 - November 2006
Robertson Stephens 2001 - 2002
mPower Advisors, LLC 1997 - 2001
Franklin Templeton Investments 1994 - 1997
Skills
Investments, Asset Allocation, Investment Advisory, Risk Management, Financial Advisory, Wealth Management..., High Net Worth..., Alternative Investments, Emerging Markets, Investment Banking, Investment Management, Portfolio Management, Strategy
Education
Santa Clara University 1997 — 1999
MBA, Finance
California Polytechnic State University-San Luis Obispo 1990 — 1994
Bachelor of Science (B.S.), Business Administration/Finance
Merrill Lynch Private Banking and Investment Group November 2006 - Present
Wells Fargo Private Bank July 2002 - November 2006
Robertson Stephens 2001 - 2002
mPower Advisors, LLC 1997 - 2001
Franklin Templeton Investments 1994 - 1997
Skills
Investments, Asset Allocation, Investment Advisory, Risk Management, Financial Advisory, Wealth Management..., High Net Worth..., Alternative Investments, Emerging Markets, Investment Banking, Investment Management, Portfolio Management, Strategy
Education
Santa Clara University 1997 — 1999
MBA, Finance
California Polytechnic State University-San Luis Obispo 1990 — 1994
Bachelor of Science (B.S.), Business Administration/Finance
Renee Y. Bai, CFA's Merrill Lynch - Private Banking and Investment Group Experience November 2008 - August 2011
Job Business Development Analyst at Wellington Management Company, LLP
Industry Investment Management
Experience
Wellington Management August 2011 - February 2015
Wellington Management January 2014 - December 2014
Merrill Lynch, Private Banking and Investment Group November 2008 - August 2011
UBS, Ultra High Net Worth Group December 2007 - November 2008
Various June 2005 - November 2007
Skills
Business Development, Equities, Financial Analysis, Hedge Funds, Fixed Income, Investments, Portfolio Management, Asset Management, Finance, Pension Funds, Capital Markets, Alternative Investments, Intercultural..., Client Relations, Client Services, Client Liason
Education
Gordon College 2000 — 2004
BA
University of Oxford
Sun Yat-Sen University
Wellington Management August 2011 - February 2015
Wellington Management January 2014 - December 2014
Merrill Lynch, Private Banking and Investment Group November 2008 - August 2011
UBS, Ultra High Net Worth Group December 2007 - November 2008
Various June 2005 - November 2007
Skills
Business Development, Equities, Financial Analysis, Hedge Funds, Fixed Income, Investments, Portfolio Management, Asset Management, Finance, Pension Funds, Capital Markets, Alternative Investments, Intercultural..., Client Relations, Client Services, Client Liason
Education
Gordon College 2000 — 2004
BA
University of Oxford
Sun Yat-Sen University
Leigh Cavich-Grimes's Merrill Lynch - Private Banking and Investment Group Experience July 2010 - September 2012
Job Director, Sales Performance Manager
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
US Trust, Bank of America Private Wealth Management July 2012 - Present
5414 Productions May 2008 - Present
Merrill Lynch Private Banking and Investment Group July 2010 - September 2012
Merrill Lynch and Co., a subsidiary of Bank of America Corp March 2009 - July 2010
Merrill Lynch & Co. July 2007 - March 2009
Merrill Lynch, Business Financial Services May 2005 - July 2007
Citigroup December 2003 - December 2004
Citigroup October 2001 - December 2003
Old Kent Bank December 1996 - December 1999
Skills
New Business Development, Certified Project..., Strategic Planning, Business Development, Forecasting, Change Management, Budget, Analytics
Education
University of Notre Dame, Notre 2000 — 2001
Master of Business Administration, Finance and Investments
DePaul University 1998 — 2000
Bachelor of Science, Finance
Bank of America Merrill Lynch August 2015 - Present
US Trust, Bank of America Private Wealth Management July 2012 - Present
5414 Productions May 2008 - Present
Merrill Lynch Private Banking and Investment Group July 2010 - September 2012
Merrill Lynch and Co., a subsidiary of Bank of America Corp March 2009 - July 2010
Merrill Lynch & Co. July 2007 - March 2009
Merrill Lynch, Business Financial Services May 2005 - July 2007
Citigroup December 2003 - December 2004
Citigroup October 2001 - December 2003
Old Kent Bank December 1996 - December 1999
Skills
New Business Development, Certified Project..., Strategic Planning, Business Development, Forecasting, Change Management, Budget, Analytics
Education
University of Notre Dame, Notre 2000 — 2001
Master of Business Administration, Finance and Investments
DePaul University 1998 — 2000
Bachelor of Science, Finance
Catherine Mullally's Merrill Lynch - Private Banking and Investment Group Experience 2004 - 2013
Job President & CEO at CMC Group LLC
Industry Professional Training & Coaching
Experience
CMC Group LLC December 2001 - Present
Merrill Lynch Private Banking and Investment Group 2004 - 2013
Creating WE Institute 2007 - 2009
IM Technology Group 2006 - 2007
National Eating Disorders Association 1999 - 2003
MTV Networks/Nickelodeon 1993 - 2001
Freelance 1991 - 1993
Skills
Public Speaking, Seminar Leader, Marketing Communications, Social Media, Program Management, Strategic Planning, Team Building, Strategy, Leadership, Start-ups, Entrepreneurship, Strategic Partnerships, Fundraising, Public Relations, Social Media Marketing, Marketing Strategy, Marketing, Leadership Development, Entertainment, Digital Marketing, Online Advertising, Business Development, Online Marketing, Social Networking, Digital Media, Digital Strategy, Brand Development, Business Strategy, Integrated Marketing, Advertising, Event Management, Content Strategy, Strategic Communications, Email Marketing, Television, Media Relations, Corporate Communications, New Media
Education
California State University
New York University
Leadership & Organizational Strategies
CMC Group LLC December 2001 - Present
Merrill Lynch Private Banking and Investment Group 2004 - 2013
Creating WE Institute 2007 - 2009
IM Technology Group 2006 - 2007
National Eating Disorders Association 1999 - 2003
MTV Networks/Nickelodeon 1993 - 2001
Freelance 1991 - 1993
Skills
Public Speaking, Seminar Leader, Marketing Communications, Social Media, Program Management, Strategic Planning, Team Building, Strategy, Leadership, Start-ups, Entrepreneurship, Strategic Partnerships, Fundraising, Public Relations, Social Media Marketing, Marketing Strategy, Marketing, Leadership Development, Entertainment, Digital Marketing, Online Advertising, Business Development, Online Marketing, Social Networking, Digital Media, Digital Strategy, Brand Development, Business Strategy, Integrated Marketing, Advertising, Event Management, Content Strategy, Strategic Communications, Email Marketing, Television, Media Relations, Corporate Communications, New Media
Education
California State University
New York University
Leadership & Organizational Strategies
Steven T. Smith's Merrill Lynch - Private Banking and Investment Group Experience September 2003 - Present
Job Senior Vice President Investments, Private Wealth Advisor at Merrill Lynch Private Banking and Investment Group
Industry Financial Services
Experience
Merrill Lynch Private Banking and Investment Group September 2003 - Present
Deloitte January 2000 - September 2003
Skills
Asset Allocation, Estate Planning, Financial Advisory, Finance, Investment Management, Portfolio Management, Wealth Management, Investments, Financial Services, Accounting, Banking, Financial Planners, Financial Reporting, High Net Worth..., Insurance, Strategy, Wealth Management...
Education
D'Amore-McKim School of Business at Northeastern University 1998 — 2000
MS/MBA, Accounting, Finance
University of Massachusetts Lowell 1995 — 1998
BS, Ex. Physiology
Northeastern University
Merrill Lynch Private Banking and Investment Group September 2003 - Present
Deloitte January 2000 - September 2003
Skills
Asset Allocation, Estate Planning, Financial Advisory, Finance, Investment Management, Portfolio Management, Wealth Management, Investments, Financial Services, Accounting, Banking, Financial Planners, Financial Reporting, High Net Worth..., Insurance, Strategy, Wealth Management...
Education
D'Amore-McKim School of Business at Northeastern University 1998 — 2000
MS/MBA, Accounting, Finance
University of Massachusetts Lowell 1995 — 1998
BS, Ex. Physiology
Northeastern University
Azucena Flores's Merrill Lynch - Private Banking and Investment Group Experience September 2010 - October 2011
Job 2017 MBA Candidate UW MadisonWisconsin School of Business
Industry Insurance
Experience
Zenith Insurance Company (United States) May 2013 - August 2015
Goldman Sachs October 2011 - January 2013
Merrill Lynch, Private Banking and Investment Group September 2010 - October 2011
Merrill Lynch, Private Banking and Investment Group May 2006 - September 2010
Skills
Series 7, Series 66, Microsoft Office, Wealth Management, Series 63, Uniform Combined State..., Portfolio Management, Spanish, Investments, Financial Services, Communication Skills
Education
University of Wisconsin-Madison - School of Business 2015 — 2017
Master of Business Administration (MBA), Risk Management and Insurance
University of California, Berkeley
B.S. degree, Conservation & Resource Studies, Minor in Structural Engineering
Crenshaw High School - Gifted Magnet
High School Diploma
Zenith Insurance Company (United States) May 2013 - August 2015
Goldman Sachs October 2011 - January 2013
Merrill Lynch, Private Banking and Investment Group September 2010 - October 2011
Merrill Lynch, Private Banking and Investment Group May 2006 - September 2010
Skills
Series 7, Series 66, Microsoft Office, Wealth Management, Series 63, Uniform Combined State..., Portfolio Management, Spanish, Investments, Financial Services, Communication Skills
Education
University of Wisconsin-Madison - School of Business 2015 — 2017
Master of Business Administration (MBA), Risk Management and Insurance
University of California, Berkeley
B.S. degree, Conservation & Resource Studies, Minor in Structural Engineering
Crenshaw High School - Gifted Magnet
High School Diploma
Joseph Polakoff's Merrill Lynch - Private Banking and Investment Group Experience November 2010 - Present
Job Regional Sales Manager Mid America Region at Private Banking and Investment Group at Merrill Lynch
Industry Banking
Experience
Merrill Lynch Private Banking and Investment Group November 2010 - Present
Merrill Lynch Bank Suise S.A. June 2006 - November 2010
Merrill Lynch Private Banking and Investment Group February 2003 - June 2006
MERRILL LYNCH & CO January 2001 - January 2003
MERRILL LYNCH & CO January 2001 - January 2002
NICHOLAS-APPLEGATE CAPITAL MANAGEMENT January 2000 - January 2001
Education
University of Arizona
BS, Retail & Consumer Studies
Merrill Lynch Private Banking and Investment Group November 2010 - Present
Merrill Lynch Bank Suise S.A. June 2006 - November 2010
Merrill Lynch Private Banking and Investment Group February 2003 - June 2006
MERRILL LYNCH & CO January 2001 - January 2003
MERRILL LYNCH & CO January 2001 - January 2002
NICHOLAS-APPLEGATE CAPITAL MANAGEMENT January 2000 - January 2001
Education
University of Arizona
BS, Retail & Consumer Studies
Stephanie Bauer's Merrill Lynch - Private Banking and Investment Group Experience June 2008 - August 2010
Job Vice President, Ultra High Net Worth Solutions Group
Industry Capital Markets
Experience
Merrill Lynch August 2010 - Present
Merrill Lynch, Private Banking and Investment Group June 2008 - August 2010
Skills
Derivatives, Capital Markets, Alternative Investments, Series 7, Series 66
Education
University of Notre Dame 2004 — 2008
Bachelor of Science (B.S.), Mathematics
Pontificia Universidad Católica de Chile 2007 — 2007
Study Abroad Program
Merrill Lynch August 2010 - Present
Merrill Lynch, Private Banking and Investment Group June 2008 - August 2010
Skills
Derivatives, Capital Markets, Alternative Investments, Series 7, Series 66
Education
University of Notre Dame 2004 — 2008
Bachelor of Science (B.S.), Mathematics
Pontificia Universidad Católica de Chile 2007 — 2007
Study Abroad Program
Phil Dodson's Merrill Lynch - Private Banking and Investment Group Experience May 1988 - Present
Job Managing Director Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch - Private Banking and Investment Group May 1988 - Present
Skills
Investment Advisory, Investment Strategies, Financial Analysis, Wealth Management, Asset Management, Asset Allocation, Alternative Investments, Financial Modeling, Investment Management
Education
Baylor University 1981 — 1985
Merrill Lynch - Private Banking and Investment Group May 1988 - Present
Skills
Investment Advisory, Investment Strategies, Financial Analysis, Wealth Management, Asset Management, Asset Allocation, Alternative Investments, Financial Modeling, Investment Management
Education
Baylor University 1981 — 1985
Jade Bouhmouch's Merrill Lynch - Private Banking and Investment Group Experience July 2014 - Present
Job Senior Analyst, Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Private Banking and Investment Group July 2014 - Present
Merrill Lynch January 2013 - July 2014
Voracity Consulting LLC September 2011 - January 2013
Moroccan Ministry of Foreign Affairs May 2011 - July 2011
Education
Richmond, The American International University in London 2009 — 2012
B.A. (First), International Relations, First Class Honors
Harvard University 2012 — 2012
Organizational Behavior, Intellectual Property, 3.6
New Technology High School 2005 — 2009
High School Diploma
Stanford University 2008 — 2008
Foreign Affairs, 4.0
Merrill Lynch Private Banking and Investment Group July 2014 - Present
Merrill Lynch January 2013 - July 2014
Voracity Consulting LLC September 2011 - January 2013
Moroccan Ministry of Foreign Affairs May 2011 - July 2011
Education
Richmond, The American International University in London 2009 — 2012
B.A. (First), International Relations, First Class Honors
Harvard University 2012 — 2012
Organizational Behavior, Intellectual Property, 3.6
New Technology High School 2005 — 2009
High School Diploma
Stanford University 2008 — 2008
Foreign Affairs, 4.0