Merrill Lynch Private Client Group
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Merrill Lynch Private Client Group Employees
Employee
Years
Job
Industry
Sam Masucci Sam Masucci's Merrill Lynch Private Client Group Experience January 1989 - March 1993
Job Founder & Chief Executive Officer at Exchange Traded Managers Group
Industry Investment Banking
Experience
Exchange Traded Managers Group November 2013 - Present
GENCAP Ventures, LLC June 2012 - Present
The Cobblestone Group January 2001 - Present
MacroMarkets LLC January 2003 - December 2011
Managing Director - Mortgage /ABS Trading Bear Stearns January 1999 - January 2001
Structured Products / ABS trading SBC Warburg / UBS January 1996 - January 1998
Merrill Lynch February 1994 - June 1996
Merrill Lynch Structured Products Group January 1992 - January 1996
Merrill Lynch October 1989 - January 1994
Merrill Lynch Private Client Group January 1989 - March 1993
Skills
FINRA Series 7, FINRA Series 24, FINRA Series 63, Asset Managment, ETFs, Commodity, Residential Mortgages, Reverse Mortgages, Equities, Investments, Alternative Investments, Hedge Funds, Portfolio Management, Options, Trading, Capital Markets, Fixed Income, Securities, Valuation, Financial Services, Investment Banking, Derivatives, Asset Management, Financial Advisory, Trading Systems, Emerging Markets, Investment Strategies, Institutional..., Bonds, Equity Derivatives, Series 7, Entrepreneurship, Private Placements, Investor Relations, Hedging, Structured Products, Financial Markets, Funding, FINRA, Bloomberg, Structured Finance, Series 63, Start-ups
Education
Penn State University 1980 — 1984
BS Finance, Real Estate
Exchange Traded Managers Group November 2013 - Present
GENCAP Ventures, LLC June 2012 - Present
The Cobblestone Group January 2001 - Present
MacroMarkets LLC January 2003 - December 2011
Managing Director - Mortgage /ABS Trading Bear Stearns January 1999 - January 2001
Structured Products / ABS trading SBC Warburg / UBS January 1996 - January 1998
Merrill Lynch February 1994 - June 1996
Merrill Lynch Structured Products Group January 1992 - January 1996
Merrill Lynch October 1989 - January 1994
Merrill Lynch Private Client Group January 1989 - March 1993
Skills
FINRA Series 7, FINRA Series 24, FINRA Series 63, Asset Managment, ETFs, Commodity, Residential Mortgages, Reverse Mortgages, Equities, Investments, Alternative Investments, Hedge Funds, Portfolio Management, Options, Trading, Capital Markets, Fixed Income, Securities, Valuation, Financial Services, Investment Banking, Derivatives, Asset Management, Financial Advisory, Trading Systems, Emerging Markets, Investment Strategies, Institutional..., Bonds, Equity Derivatives, Series 7, Entrepreneurship, Private Placements, Investor Relations, Hedging, Structured Products, Financial Markets, Funding, FINRA, Bloomberg, Structured Finance, Series 63, Start-ups
Education
Penn State University 1980 — 1984
BS Finance, Real Estate
Tekena Abibo's Merrill Lynch Private Client Group Experience January 2003 - June 2005
Job Hardware Design Engineer Research & Developmental Technology at Cummins Inc.
Industry Design
Experience
Cummins Inc. August 2015 - Present
Cummins Inc. August 2013 - Present
PVAMU January 2011 - January 2013
Prairie View A&M University January 2011 - June 2012
unified medical group January 2006 - January 2009
Merrill Lynch Private Client Group January 2003 - June 2005
Skills
Electrical Engineering, Engineering, Problem Solving, Mathematics, Microsoft Office, Modeling, Simulations, PowerPoint, Energy, Renewable Energy, Alternative Energy, Project Management, Management, Computer Science, Economics, Creative Writing, Qualitative Research, Quantum Mechanics, Solid State Physics, ETAP, C++, Creo Parametric, P Spice, Solid State, LED Lighting Systems, DFSS Green Belt, Business, Cross-cultural..., Geometric Dimensioning..., Fluid Dynamics, Computer Engineering, Mechanics, Matlab, Six Sigma, Testing, Analysis, Electronics, AutoCAD, Microsoft Word, Manufacturing, Project Planning, Leadership, Research, Project Engineering, Microsoft Excel, Public Speaking, LabVIEW, Data Analysis, Microsoft Project, Customer Service
Education
University of Minnesota-Twin Cities 2014 — 2014
NA, Business/Corporate Communications, Effective Business Conversational Skills
Prairie View A&M University 2011 — 2013
Master of Science (MSc), Electrical and Electronics Engineering, 4.0 GPA
University of Houston 2003 — 2008
Bachelor of Science (BSc), Electrical and Electronics Engineering, Better than 3.0 GPA
Armstrong State University 2000 — 2001
Bachelor of Science (B.S.), Electrical and Electronics Engineering, 3.3
Cummins Inc. August 2015 - Present
Cummins Inc. August 2013 - Present
PVAMU January 2011 - January 2013
Prairie View A&M University January 2011 - June 2012
unified medical group January 2006 - January 2009
Merrill Lynch Private Client Group January 2003 - June 2005
Skills
Electrical Engineering, Engineering, Problem Solving, Mathematics, Microsoft Office, Modeling, Simulations, PowerPoint, Energy, Renewable Energy, Alternative Energy, Project Management, Management, Computer Science, Economics, Creative Writing, Qualitative Research, Quantum Mechanics, Solid State Physics, ETAP, C++, Creo Parametric, P Spice, Solid State, LED Lighting Systems, DFSS Green Belt, Business, Cross-cultural..., Geometric Dimensioning..., Fluid Dynamics, Computer Engineering, Mechanics, Matlab, Six Sigma, Testing, Analysis, Electronics, AutoCAD, Microsoft Word, Manufacturing, Project Planning, Leadership, Research, Project Engineering, Microsoft Excel, Public Speaking, LabVIEW, Data Analysis, Microsoft Project, Customer Service
Education
University of Minnesota-Twin Cities 2014 — 2014
NA, Business/Corporate Communications, Effective Business Conversational Skills
Prairie View A&M University 2011 — 2013
Master of Science (MSc), Electrical and Electronics Engineering, 4.0 GPA
University of Houston 2003 — 2008
Bachelor of Science (BSc), Electrical and Electronics Engineering, Better than 3.0 GPA
Armstrong State University 2000 — 2001
Bachelor of Science (B.S.), Electrical and Electronics Engineering, 3.3
Damion Noel Damion Noel's Merrill Lynch Private Client Group Experience February 2003 - August 2003
Job Recording Coordinator at Skyline TRG Title Agency
Industry Real Estate
Experience
Skyline TRG Title Agency July 2014 - Present
Self-Employed November 2010 - Present
Kensington Vanguard National Land Services, LLC. July 2012 - August 2013
Sutton Alliance January 2004 - January 2011
Merrill Lynch Private Client Group February 2003 - August 2003
New York City Council February 2002 - June 2002
Skills
Social Media, Real Estate, Word, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Management, Office Management, Powers of Attorney, Notary Public, Title Insurance
Education
City University of New York-Brooklyn College
Bachelor of Science (B.S.), Business Management and Finance
Woodbrook Gov't Secondary
Skyline TRG Title Agency July 2014 - Present
Self-Employed November 2010 - Present
Kensington Vanguard National Land Services, LLC. July 2012 - August 2013
Sutton Alliance January 2004 - January 2011
Merrill Lynch Private Client Group February 2003 - August 2003
New York City Council February 2002 - June 2002
Skills
Social Media, Real Estate, Word, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Management, Office Management, Powers of Attorney, Notary Public, Title Insurance
Education
City University of New York-Brooklyn College
Bachelor of Science (B.S.), Business Management and Finance
Woodbrook Gov't Secondary
Steve Stanganelli, CFP ®, CRPC ® Steve Stanganelli, CFP ®, CRPC ®'s Merrill Lynch Private Client Group Experience September 2005 - April 2008
Job FeeOnly Financial Planner / Portfolio Strategist / Divorce Planner / Tax Planner
Industry Financial Services
Experience
Balancing Life's Issues December 2014 - Present
AFE (Association of Financial Educators) December 2014 - Present
Clear View Wealth Advisors, LLC June 2010 - Present
Quest Financial Services, Inc. August 2009 - May 2010
Focus Capital Wealth Management, Inc. April 2008 - August 2009
Merrill Lynch Private Client Group September 2005 - April 2008
Amerihome Mortgage Corp October 2004 - September 2005
First Colony National Inc dba First Colony Capital October 1991 - September 2005
Allied Home Mortgage Capital Corp July 2001 - October 2004
Skills
Strategic Financial..., Estate Planning, Portfolio Management, Retirement Planning, Mutual Funds, Tax, Asset Allocation, Investment Strategies, Financial Risk, 401k, Investments, Wealth Management, Insurance, Financial Analysis, Asset Managment, Small Business, Accounting, Risk Management, Business Planning, Real Estate, Investment Policy..., Tactical Asset..., Finance, Financial Advisory, Retirement
Education
Certified Financial Planner Board of Standards, Inc. 2007 — 2007
CFP®, CERTIFIED FINANCIAL PLANNER (TM)
College for Financial Planning 2007 — 2007
CRPC, Chartered Retirement Planning Counselor Designation
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MS, Finance (Financial Planning Concentration), High Distinction
University of Massachusetts at Lowell 1982 — 1986
BA, Economics, Government, Magna Cum Laude
Balancing Life's Issues December 2014 - Present
AFE (Association of Financial Educators) December 2014 - Present
Clear View Wealth Advisors, LLC June 2010 - Present
Quest Financial Services, Inc. August 2009 - May 2010
Focus Capital Wealth Management, Inc. April 2008 - August 2009
Merrill Lynch Private Client Group September 2005 - April 2008
Amerihome Mortgage Corp October 2004 - September 2005
First Colony National Inc dba First Colony Capital October 1991 - September 2005
Allied Home Mortgage Capital Corp July 2001 - October 2004
Skills
Strategic Financial..., Estate Planning, Portfolio Management, Retirement Planning, Mutual Funds, Tax, Asset Allocation, Investment Strategies, Financial Risk, 401k, Investments, Wealth Management, Insurance, Financial Analysis, Asset Managment, Small Business, Accounting, Risk Management, Business Planning, Real Estate, Investment Policy..., Tactical Asset..., Finance, Financial Advisory, Retirement
Education
Certified Financial Planner Board of Standards, Inc. 2007 — 2007
CFP®, CERTIFIED FINANCIAL PLANNER (TM)
College for Financial Planning 2007 — 2007
CRPC, Chartered Retirement Planning Counselor Designation
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MS, Finance (Financial Planning Concentration), High Distinction
University of Massachusetts at Lowell 1982 — 1986
BA, Economics, Government, Magna Cum Laude
Davis Roberts Davis Roberts's Merrill Lynch Private Client Group Experience January 1995 - January 1998
Job President at Investment Research Partnership (IRP)
Industry Investment Management
Experience
Investment Research Partnership (IRP) June 2014 - Present
iSENTIUM, LLC September 2013 - May 2014
Lombard Street Research March 2011 - June 2013
BBSP Research March 2009 - January 2011
BCA Research February 1998 - June 2008
Merrill Lynch - Private Client Group January 1995 - January 1998
George & Davis's Ice Cream 1991 - 1993
Skills
Investments, Start-ups, Asset Managment, Business Development, Asset Allocation, Strategic Partnerships, Financial Services, Strategy, Mergers & Acquisitions, Emerging Markets, Hedge Funds, Sales, Coaching, Strategic Planning, Banking, Asset Management, CRM, Finance, Equities, Financial Markets, Business Strategy, Marketing Communications, Economics, Investment Banking, Marketing, Capital Markets
Education
University of Oxford 1989 — 1991
MPhil., Social Anthropology
Middlebury College 1983 — 1988
B.A., English Literature
Deerfield Academy 1980 — 1983
Investment Research Partnership (IRP) June 2014 - Present
iSENTIUM, LLC September 2013 - May 2014
Lombard Street Research March 2011 - June 2013
BBSP Research March 2009 - January 2011
BCA Research February 1998 - June 2008
Merrill Lynch - Private Client Group January 1995 - January 1998
George & Davis's Ice Cream 1991 - 1993
Skills
Investments, Start-ups, Asset Managment, Business Development, Asset Allocation, Strategic Partnerships, Financial Services, Strategy, Mergers & Acquisitions, Emerging Markets, Hedge Funds, Sales, Coaching, Strategic Planning, Banking, Asset Management, CRM, Finance, Equities, Financial Markets, Business Strategy, Marketing Communications, Economics, Investment Banking, Marketing, Capital Markets
Education
University of Oxford 1989 — 1991
MPhil., Social Anthropology
Middlebury College 1983 — 1988
B.A., English Literature
Deerfield Academy 1980 — 1983
Christopher Manske Christopher Manske's Merrill Lynch Private Client Group Experience December 2000 - August 2012
Job President at Manske Wealth Management
Industry Investment Management
Experience
Manske Wealth Management September 2012 - Present
Merrill Lynch Private Client Group December 2000 - August 2012
U.S. Army June 1995 - October 2000
Education
Rice University 2003 — 2004
CFP, Certified Financial Planner
United States Military Academy at West Point 1991 — 1995
BS, Computer Science Engineering, Brazilian Portguese and Continental Spanish
Manske Wealth Management September 2012 - Present
Merrill Lynch Private Client Group December 2000 - August 2012
U.S. Army June 1995 - October 2000
Education
Rice University 2003 — 2004
CFP, Certified Financial Planner
United States Military Academy at West Point 1991 — 1995
BS, Computer Science Engineering, Brazilian Portguese and Continental Spanish
Robert Hassett Robert Hassett's Merrill Lynch Private Client Group Experience January 1999 - June 1999
Job Business Development Manager at CT Corporation
Industry Legal Services
Experience
CT Corporation March 2010 - Present
AmTrust Bank July 2002 - March 2010
Global Financial Services, Inc. October 1999 - July 2002
Merrill Lynch, Private Client Group January 1999 - June 1999
Skills
Professional Services
Education
Georgetown University 1995 — 1999
BSBA, Finance
University College Dublin 1998 — 1998
Study Abroad Program
Huntington High School
CT Corporation March 2010 - Present
AmTrust Bank July 2002 - March 2010
Global Financial Services, Inc. October 1999 - July 2002
Merrill Lynch, Private Client Group January 1999 - June 1999
Skills
Professional Services
Education
Georgetown University 1995 — 1999
BSBA, Finance
University College Dublin 1998 — 1998
Study Abroad Program
Huntington High School
Christian Faino Christian Faino's Merrill Lynch Private Client Group Experience March 2001 - May 2003
Job Advisor Consultant
Industry Financial Services
Experience
Delaware Investments June 2012 - Present
BlackRock Investments February 2007 - January 2012
Sentinel Financial Services December 2005 - February 2007
Gartmore Funds December 2004 December 2004 - November 2005
Merrill Lynch Private Client Group March 2001 - May 2003
Merrill Lynch March 1999 - March 2001
Skills
Mutual Funds, Investments, Alternative Investments, Asset Allocation, Fixed Income, Separately Managed..., Series 7, Equities, Series 66, Bonds, Asset Management, Closed-end Funds, Securities, ETFs, Morningstar, Capital Markets, skiing, Cycling, Running, Sales, Financial Markets, Financial Advisory, Investment Management, FINRA, Investment Strategies, Uniform Combined State...
Education
Temple University 1994 — 1998
Bachelors of Business Administration (BBA), Finance and Economics
Art Institute of Philadelphia
Delaware Investments June 2012 - Present
BlackRock Investments February 2007 - January 2012
Sentinel Financial Services December 2005 - February 2007
Gartmore Funds December 2004 December 2004 - November 2005
Merrill Lynch Private Client Group March 2001 - May 2003
Merrill Lynch March 1999 - March 2001
Skills
Mutual Funds, Investments, Alternative Investments, Asset Allocation, Fixed Income, Separately Managed..., Series 7, Equities, Series 66, Bonds, Asset Management, Closed-end Funds, Securities, ETFs, Morningstar, Capital Markets, skiing, Cycling, Running, Sales, Financial Markets, Financial Advisory, Investment Management, FINRA, Investment Strategies, Uniform Combined State...
Education
Temple University 1994 — 1998
Bachelors of Business Administration (BBA), Finance and Economics
Art Institute of Philadelphia
North Moore, CFA North Moore, CFA's Merrill Lynch Private Client Group Experience 2006 - 2011
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
Meredith Frost Meredith Frost's Merrill Lynch Private Client Group Experience May 1999 - August 1999
Job at Eagle Investment Systems
Industry Computer Software
Experience
Eagle Investment Systems February 2010 - Present
Fidelity Investments 2004 - November 2008
Fidelity Investments January 2000 - 2004
BENTLEY COLLEGE MCCALLUM GRADUATE SCHOOL September 1999 - December 1999
MERRILL LYNCH PRIVATE CLIENT GROUP May 1999 - August 1999
Blue Cross and Blue Shield May 1998 - August 1998
Skills
SDLC, Microsoft Excel, Automated Software..., Software Testing Life..., Software Quality..., Manual Testing, Usability Testing, Regression Testing, System Testing, Quality Assurance, Equities, Fund Accounting, Process Efficiency, Microsoft Office, Test Planning, Test Cases, User Acceptance Testing, Corporate Actions, Financial Reporting, Testing, Business Analysis, Visio
Education
Villanova University 2008 — 2009
CST, Software Testing
Bentley University 1997 — 2000
BS, Finance
Bradford College 1994 — 1997
Transfer, Undeclared
Eagle Investment Systems February 2010 - Present
Fidelity Investments 2004 - November 2008
Fidelity Investments January 2000 - 2004
BENTLEY COLLEGE MCCALLUM GRADUATE SCHOOL September 1999 - December 1999
MERRILL LYNCH PRIVATE CLIENT GROUP May 1999 - August 1999
Blue Cross and Blue Shield May 1998 - August 1998
Skills
SDLC, Microsoft Excel, Automated Software..., Software Testing Life..., Software Quality..., Manual Testing, Usability Testing, Regression Testing, System Testing, Quality Assurance, Equities, Fund Accounting, Process Efficiency, Microsoft Office, Test Planning, Test Cases, User Acceptance Testing, Corporate Actions, Financial Reporting, Testing, Business Analysis, Visio
Education
Villanova University 2008 — 2009
CST, Software Testing
Bentley University 1997 — 2000
BS, Finance
Bradford College 1994 — 1997
Transfer, Undeclared
Brian Magida Brian Magida's Merrill Lynch Private Client Group Experience June 2005 - August 2005
Job Director Digital Marketing at Warby Parker
Industry Internet
Experience
Warby Parker June 2013 - Present
Warby Parker November 2010 - June 2013
Warby Parker March 2010 - November 2010
G-II Equity Investors, Inc July 2009 - March 2010
DN&C LP July 2009 - February 2010
Muirfield Capital Management July 2007 - April 2009
G-II Equity Investors September 2006 - April 2007
Merrill Lynch Private Client Group June 2005 - August 2005
Skills
Marketing, Social Media, Online Marketing..., Digital Marketing, Direct Marketing, Digital Direct Marketing, Social Media Marketing, Digital Media, Online Advertising, Digital Strategy, SEM, E-commerce, Google Analytics, Analytics, New Media
Education
Emory University 2003 — 2007
BA, Economics and Mathematics Joint Degree
Warby Parker June 2013 - Present
Warby Parker November 2010 - June 2013
Warby Parker March 2010 - November 2010
G-II Equity Investors, Inc July 2009 - March 2010
DN&C LP July 2009 - February 2010
Muirfield Capital Management July 2007 - April 2009
G-II Equity Investors September 2006 - April 2007
Merrill Lynch Private Client Group June 2005 - August 2005
Skills
Marketing, Social Media, Online Marketing..., Digital Marketing, Direct Marketing, Digital Direct Marketing, Social Media Marketing, Digital Media, Online Advertising, Digital Strategy, SEM, E-commerce, Google Analytics, Analytics, New Media
Education
Emory University 2003 — 2007
BA, Economics and Mathematics Joint Degree
Chris Nardotti Chris Nardotti's Merrill Lynch Private Client Group Experience 1998 - 2003
Job Marketing Associate at SYSCO
Industry Food & Beverages
Experience
SYSCO Food Services of Baltimore October 2007 - Present
Meredith Communications January 2009 - June 2010
Stoupsy's Fast Food Inc 2004 - 2007
Merrill Lynch, Private Client Group 1998 - 2003
Skills
Salesforce.com, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Outlook, PowerPoint
Education
Georgetown University 2008 — 2010
M.P.S., Sports Industry Management
Lenoir-Rhyne College 1992 — 1996
B.A., International Relations
SYSCO Food Services of Baltimore October 2007 - Present
Meredith Communications January 2009 - June 2010
Stoupsy's Fast Food Inc 2004 - 2007
Merrill Lynch, Private Client Group 1998 - 2003
Skills
Salesforce.com, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Outlook, PowerPoint
Education
Georgetown University 2008 — 2010
M.P.S., Sports Industry Management
Lenoir-Rhyne College 1992 — 1996
B.A., International Relations
Robert (Ali) Virden Robert (Ali) Virden's Merrill Lynch Private Client Group Experience 2005 - 2006
Job Investment Specialist / Investment Advisor Rep. / Financial Services Rep. at Crescent Financial, an Office of MetLife
Industry Financial Services
Experience
CRESCENT FINANCIAL, an Office of MetLife January 2009 - Present
Crescent Financial LLC 2008 - January 2009
Saturna Capital Corporation 2006 - 2008
Merrill Lynch Private Client Group 2005 - 2006
UBS Wealth Management 2004 - 2005
Legg Mason 1999 - 2003
Smith Barney 1993 - 1999
Smith Barney 1991 - 1993
Merrill Lynch 1987 - 1991
Skills
7/2013 - MetLife's..., Retirement Planning, Mutual Funds, Investments, Portfolio Management, Financial Advisory
Education
The American College of Financial Services 2010 — 2014
Chartered Financial Consultant ( ChFC ) professional designation
University of Maryland College Park 1983 — 1987
BS, Finance, (English minor)
CRESCENT FINANCIAL, an Office of MetLife January 2009 - Present
Crescent Financial LLC 2008 - January 2009
Saturna Capital Corporation 2006 - 2008
Merrill Lynch Private Client Group 2005 - 2006
UBS Wealth Management 2004 - 2005
Legg Mason 1999 - 2003
Smith Barney 1993 - 1999
Smith Barney 1991 - 1993
Merrill Lynch 1987 - 1991
Skills
7/2013 - MetLife's..., Retirement Planning, Mutual Funds, Investments, Portfolio Management, Financial Advisory
Education
The American College of Financial Services 2010 — 2014
Chartered Financial Consultant ( ChFC ) professional designation
University of Maryland College Park 1983 — 1987
BS, Finance, (English minor)
Norman Atwater's Merrill Lynch Private Client Group Experience 1990 - 1998
Job Vice President at BNY Mellon Wealth Management
Industry Real Estate
Experience
BNY Mellon May 2005 - Present
Quick & Reilly / Fleet Investments April 2003 - January 2004
Morgan Stanley 1998 - 2001
Merrill Lynch Private Client Group 1990 - 1998
Skills
Financial Advisory, Wealth Management, High Net Worth..., Wealth, Mortgage Lending, Wealth Management..., Real Estate, Asset Managment, Private Banking, Loans, Investment Management, Investments, Personal Finance, Integration, Mortgage Banking, Series 7, Series 63, Relationship Management, Credit Analysis, Banking, Credit, Real Estate Financing, Cash Management
Education
University of California, Los Angeles 1984 — 1989
BA, Economics
BNY Mellon May 2005 - Present
Quick & Reilly / Fleet Investments April 2003 - January 2004
Morgan Stanley 1998 - 2001
Merrill Lynch Private Client Group 1990 - 1998
Skills
Financial Advisory, Wealth Management, High Net Worth..., Wealth, Mortgage Lending, Wealth Management..., Real Estate, Asset Managment, Private Banking, Loans, Investment Management, Investments, Personal Finance, Integration, Mortgage Banking, Series 7, Series 63, Relationship Management, Credit Analysis, Banking, Credit, Real Estate Financing, Cash Management
Education
University of California, Los Angeles 1984 — 1989
BA, Economics
Roumen Kaiabachev's Merrill Lynch Private Client Group Experience May 2001 - August 2001
Job Product Manager / Systems Architect
Industry Computer Software
Experience
Austin Market May 2015 - Present
Halliburton May 2013 - January 2015
Wireless Seismic, Inc. July 2011 - May 2013
Schlumberger May 2003 - June 2011
Rice University 2003 - 2007
National Instruments 2003 - 2003
Vassar College 2002 - 2003
Merrill Lynch, Private Client Group May 2001 - August 2001
Skills
Oilfield, Embedded Software, Drilling, Linux, RTOS, Digital Signal..., C, Device Drivers, ARM, C++, Simulations, Visual Studio, Seismology, Architecture, Manufacturing, Operating Systems, LWD, Wireless, Labview, Data Acquisition, LabVIEW, Embedded Systems, Software Engineering, Testing, Engineering
Education
Energy Industry Training 2009 — 2014
Employer-sponsored courses, Reservoir Engineering and Software
Rice University 2003 — 2007
MS, Computer Science
Vassar College 1999 — 2003
BA, Computer Science and Economics
Amherst College 2001 — 2002
Computer Science and Economics
American College of Sofia 1995 — 1999
High School
Austin Market May 2015 - Present
Halliburton May 2013 - January 2015
Wireless Seismic, Inc. July 2011 - May 2013
Schlumberger May 2003 - June 2011
Rice University 2003 - 2007
National Instruments 2003 - 2003
Vassar College 2002 - 2003
Merrill Lynch, Private Client Group May 2001 - August 2001
Skills
Oilfield, Embedded Software, Drilling, Linux, RTOS, Digital Signal..., C, Device Drivers, ARM, C++, Simulations, Visual Studio, Seismology, Architecture, Manufacturing, Operating Systems, LWD, Wireless, Labview, Data Acquisition, LabVIEW, Embedded Systems, Software Engineering, Testing, Engineering
Education
Energy Industry Training 2009 — 2014
Employer-sponsored courses, Reservoir Engineering and Software
Rice University 2003 — 2007
MS, Computer Science
Vassar College 1999 — 2003
BA, Computer Science and Economics
Amherst College 2001 — 2002
Computer Science and Economics
American College of Sofia 1995 — 1999
High School
James L. McEnerney, Jr. James L. McEnerney, Jr.'s Merrill Lynch Private Client Group Experience April 1981 - January 1988
Job Branch Manager First Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors May 2012 - Present
Wells Fargo Advisors September 2011 - April 2012
Supernova Consulting Group, LLC June 2011 - September 2011
Merrill Lynch / Bank of America July 2009 - June 2011
Merrill Lynch October 2001 - October 2008
Merrill Lynch January 1990 - October 2001
Merrill LynchGlobal Private Client Group January 1988 - January 1990
Merrill Lynch Private Client Group April 1981 - January 1988
"Mac & Bob's" Restaraunt October 1978 - April 1981
Skills
Lacrosse, Certified Financial..., Lacrosse Coach, Financial Services..., Practice Management..., FA Recruiting
Education
Merrill Lynch Management Development Program / Assessment Center 1988 — 1990
Assessment Center Approved, Leadership
Donald T. Regan School of Advanced Financial Management 1985 — 1986
CFM, Financial Planning
Roanoke College, B.A. Economics 1974 — 1978
Bachelor of Arts, Economics
Roanoke College
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors May 2012 - Present
Wells Fargo Advisors September 2011 - April 2012
Supernova Consulting Group, LLC June 2011 - September 2011
Merrill Lynch / Bank of America July 2009 - June 2011
Merrill Lynch October 2001 - October 2008
Merrill Lynch January 1990 - October 2001
Merrill LynchGlobal Private Client Group January 1988 - January 1990
Merrill Lynch Private Client Group April 1981 - January 1988
"Mac & Bob's" Restaraunt October 1978 - April 1981
Skills
Lacrosse, Certified Financial..., Lacrosse Coach, Financial Services..., Practice Management..., FA Recruiting
Education
Merrill Lynch Management Development Program / Assessment Center 1988 — 1990
Assessment Center Approved, Leadership
Donald T. Regan School of Advanced Financial Management 1985 — 1986
CFM, Financial Planning
Roanoke College, B.A. Economics 1974 — 1978
Bachelor of Arts, Economics
Roanoke College
Steven H. Larson Steven H. Larson's Merrill Lynch Private Client Group Experience June 2002 - August 2002
Job iAd Advertising Sales at Apple
Industry Computer Software
Experience
Apple February 2015 - Present
AdRoll January 2014 - February 2015
AdRoll.com November 2012 - December 2013
Gigwalk August 2011 - August 2012
Gerson Lehrman Group July 2010 - July 2011
Gerson Lehrman Group April 2008 - July 2010
UBS Securities LLC July 2004 - March 2008
Merrill Lynch Private Client Group June 2002 - August 2002
Skills
Lead Generation, Lead Management, Microsoft Excel, Microsoft Office, Reuters, Google Docs, Salesforce.com
Education
Hamilton College 1999 — 2003
B.A., Economics, History
Apple February 2015 - Present
AdRoll January 2014 - February 2015
AdRoll.com November 2012 - December 2013
Gigwalk August 2011 - August 2012
Gerson Lehrman Group July 2010 - July 2011
Gerson Lehrman Group April 2008 - July 2010
UBS Securities LLC July 2004 - March 2008
Merrill Lynch Private Client Group June 2002 - August 2002
Skills
Lead Generation, Lead Management, Microsoft Excel, Microsoft Office, Reuters, Google Docs, Salesforce.com
Education
Hamilton College 1999 — 2003
B.A., Economics, History
Misty Rhodes's Merrill Lynch Private Client Group Experience June 1997 - August 1999
Job Business Development Manager for Skopos Financial, a subprime auto finance company that makes the tough deals easy
Industry Financial Services
Experience
Skopos Financial February 2013 - Present
Westlake Financial Services August 2012 - February 2013
Glass Clinic July 2011 - August 2012
Fort Elementary August 2008 - June 2011
Basketcase Book Company January 2001 - August 2008
Merrill Lynch Private Client Group June 1997 - August 1999
Merrill Lynch Private Client Group June 1993 - May 1997
Merrill Lynch Capital Markets January 1991 - July 1993
Skills
Teaching, Psychology, Public Speaking, Tutoring, Special Education, Staff Development, Writing, Counseling, Teacher Training, Market Analysis, Local Marketing, Strategic Consulting, Small Business, Entrepreneurial..., Self Driven, Teamwork, Skilled Communicator, Mobile Marketing, Training & Development, Sales Skills Training, Financial Planning, Training Delivery, Fleet Services, C Level Selling, Positive Psychology, Positive Energy, Positive Team Player, Positive Can-do Attitude, Energetic Self-Starter, Lead Generation, B2B, Sales Hunter, Cold Calling Experience, Sincere, Trusted Advisor, Entrepreneurship, Sales, Territory Management, Dedication to..., Professional Experience, New Business Development, Territory..., Profit, Customer Service, Passion for Success, Account Management, Subprime Auto Finance, Subprime Automotive..., Nonprime Auto Lending, Nonprime Auto Finance
Education
Texas A&M University-Commerce 2007 — 2011
Master's degree, Special Education, plus courses toward master's degrees in Business Administration & Counseling
Texas A&M University-Commerce 2005 — 2007
Bachelor's degree, Psychology
Texas State University-San Marcos 1986 — 1988
College courses toward bachelor's degrees in English and Philosophy
Lakeview Centennial High School 1986 — 1986
North Mesquite High School 1982 — 1985
Skopos Financial February 2013 - Present
Westlake Financial Services August 2012 - February 2013
Glass Clinic July 2011 - August 2012
Fort Elementary August 2008 - June 2011
Basketcase Book Company January 2001 - August 2008
Merrill Lynch Private Client Group June 1997 - August 1999
Merrill Lynch Private Client Group June 1993 - May 1997
Merrill Lynch Capital Markets January 1991 - July 1993
Skills
Teaching, Psychology, Public Speaking, Tutoring, Special Education, Staff Development, Writing, Counseling, Teacher Training, Market Analysis, Local Marketing, Strategic Consulting, Small Business, Entrepreneurial..., Self Driven, Teamwork, Skilled Communicator, Mobile Marketing, Training & Development, Sales Skills Training, Financial Planning, Training Delivery, Fleet Services, C Level Selling, Positive Psychology, Positive Energy, Positive Team Player, Positive Can-do Attitude, Energetic Self-Starter, Lead Generation, B2B, Sales Hunter, Cold Calling Experience, Sincere, Trusted Advisor, Entrepreneurship, Sales, Territory Management, Dedication to..., Professional Experience, New Business Development, Territory..., Profit, Customer Service, Passion for Success, Account Management, Subprime Auto Finance, Subprime Automotive..., Nonprime Auto Lending, Nonprime Auto Finance
Education
Texas A&M University-Commerce 2007 — 2011
Master's degree, Special Education, plus courses toward master's degrees in Business Administration & Counseling
Texas A&M University-Commerce 2005 — 2007
Bachelor's degree, Psychology
Texas State University-San Marcos 1986 — 1988
College courses toward bachelor's degrees in English and Philosophy
Lakeview Centennial High School 1986 — 1986
North Mesquite High School 1982 — 1985
Grant Halloran's Merrill Lynch Private Client Group Experience February 1999 - October 2000
Job CFO at Thiel Audio
Industry Consumer Electronics
Experience
THIEL Audio November 2012 - Present
The Cadmus Group, Inc. June 2009 - November 2012
The Cadmus Group, Inc. May 2006 - June 2009
World Resources Institute September 2005 - April 2006
Barclays Global Investors November 2000 - June 2002
Merrill Lynch, Private Client Group February 1999 - October 2000
Skills
Finance, Financial Reporting, Project Management, Financial Analysis, Analysis, Strategy, Business Development, Economics, Market Research, Business Strategy, Mergers & Acquisitions, Data Analysis, Financial Modeling, Forecasting, Project Finance, Financial Accounting, Program Management, Due Diligence, Strategic Planning, Economic Modeling, Economic Value Added, Marketing Strategy, Business Process..., New Business Development, Portfolio Management, Proposal Writing, Investments, Start-ups, Competitive Analysis, Personnel Supervision, Sustainable Business, Environmental Awareness, Entrepreneurship, Alternative Energy, Research, Renewable Energy, Corporate Finance, Climate Change, Energy Efficiency, Sustainability, Cleantech, Energy Policy, Environmental Policy, Energy Conservation, Sustainable Energy, Solar Energy, Management, Budgets, Energy, Leadership
Education
The George Washington University - School of Business 2004 — 2006
MBA
The George Washington University 1995 — 1998
B.A., Geography/ Economics
THIEL Audio November 2012 - Present
The Cadmus Group, Inc. June 2009 - November 2012
The Cadmus Group, Inc. May 2006 - June 2009
World Resources Institute September 2005 - April 2006
Barclays Global Investors November 2000 - June 2002
Merrill Lynch, Private Client Group February 1999 - October 2000
Skills
Finance, Financial Reporting, Project Management, Financial Analysis, Analysis, Strategy, Business Development, Economics, Market Research, Business Strategy, Mergers & Acquisitions, Data Analysis, Financial Modeling, Forecasting, Project Finance, Financial Accounting, Program Management, Due Diligence, Strategic Planning, Economic Modeling, Economic Value Added, Marketing Strategy, Business Process..., New Business Development, Portfolio Management, Proposal Writing, Investments, Start-ups, Competitive Analysis, Personnel Supervision, Sustainable Business, Environmental Awareness, Entrepreneurship, Alternative Energy, Research, Renewable Energy, Corporate Finance, Climate Change, Energy Efficiency, Sustainability, Cleantech, Energy Policy, Environmental Policy, Energy Conservation, Sustainable Energy, Solar Energy, Management, Budgets, Energy, Leadership
Education
The George Washington University - School of Business 2004 — 2006
MBA
The George Washington University 1995 — 1998
B.A., Geography/ Economics
Amanda McBride's Merrill Lynch Private Client Group Experience May 2009 - August 2009
Job Co Founder at Savvy Society
Industry Management Consulting
Experience
Savvy Society Fashion January 2015 - Present
Accenture May 2014 - Present
Bridgewater Associates September 2013 - May 2014
Accenture August 2011 - September 2013
Shirley Renee Designs December 2010 - May 2011
Hampton Holdings-Real Estate Holdings and Management June 2007 - March 2011
IPC Systems June 2010 - August 2010
Numark Industries September 2009 - December 2009
Merrill Lynch Private Client Group May 2009 - August 2009
kate spade August 2008 - April 2009
Skills
Financial Modeling, Management Consulting, Interviewing, Analytics, Strategy, Cross-functional Team..., Interviews, Sales, Leadership, Marketing Strategy, Business Planning, Microsoft Excel, PowerPoint, Financial Analysis, Start-ups, Analysis, Management, Business Analysis, Product Management, Social Media
Education
Babson College 2007 — 2011
Bachelor of Science in Business Management, Strategic Management and Entrepreneurship
University of St.Gallen 2010 — 2010
Council Rock 2003 — 2007
Savvy Society Fashion January 2015 - Present
Accenture May 2014 - Present
Bridgewater Associates September 2013 - May 2014
Accenture August 2011 - September 2013
Shirley Renee Designs December 2010 - May 2011
Hampton Holdings-Real Estate Holdings and Management June 2007 - March 2011
IPC Systems June 2010 - August 2010
Numark Industries September 2009 - December 2009
Merrill Lynch Private Client Group May 2009 - August 2009
kate spade August 2008 - April 2009
Skills
Financial Modeling, Management Consulting, Interviewing, Analytics, Strategy, Cross-functional Team..., Interviews, Sales, Leadership, Marketing Strategy, Business Planning, Microsoft Excel, PowerPoint, Financial Analysis, Start-ups, Analysis, Management, Business Analysis, Product Management, Social Media
Education
Babson College 2007 — 2011
Bachelor of Science in Business Management, Strategic Management and Entrepreneurship
University of St.Gallen 2010 — 2010
Council Rock 2003 — 2007
Michael Arenas Michael Arenas's Merrill Lynch Private Client Group Experience January 1991 - January 1999
Job Sales Enterprise CALA Region
Industry Computer Hardware
Experience
Network Equipment Reseller February 2011 - Present
Network Hardware Resale 2008 - February 2011
Wolters Kluwer Financial Services August 2005 - September 2006
Trintech Inc September 2003 - August 2005
RCG Information Technology January 1999 - January 2003
Merrill Lynch Private Client Group January 1991 - January 1999
Skills
Network Hardware, Cisco, Negotiation, Switches, Administration, Operations, International Sales, Routers, VoIP, Logistics, Speed, System Administration, Enterprise Software, Cisco Technologies, Solution Selling, Sales Management, Sales Operations, Direct Sales, Hardware, Networking, Business Development, New Business Development, Channel Partners, Telecommunications
Education
The University of Texas at Austin 1987 — 1990
Economics
Network Equipment Reseller February 2011 - Present
Network Hardware Resale 2008 - February 2011
Wolters Kluwer Financial Services August 2005 - September 2006
Trintech Inc September 2003 - August 2005
RCG Information Technology January 1999 - January 2003
Merrill Lynch Private Client Group January 1991 - January 1999
Skills
Network Hardware, Cisco, Negotiation, Switches, Administration, Operations, International Sales, Routers, VoIP, Logistics, Speed, System Administration, Enterprise Software, Cisco Technologies, Solution Selling, Sales Management, Sales Operations, Direct Sales, Hardware, Networking, Business Development, New Business Development, Channel Partners, Telecommunications
Education
The University of Texas at Austin 1987 — 1990
Economics
David Benskin David Benskin's Merrill Lynch Private Client Group Experience January 1999 - December 2001
Job Founder & CEO at Wealth Access, Inc. @ASmarterLook
Industry Information Technology and Services
Experience
Wealth Access, Inc. March 2011 - Present
Merrill Lynch Wealth Management January 2006 - February 2011
Merrill Lynch Private Banking & Investments Group January 2002 - December 2005
Merrill Lynch Private Client Group January 1999 - December 2001
Skills
Investments, Portfolio Management, Financial Services, Financial Advisory, Entrepreneurship, Wealth, Business Strategy, Cloud Computing, Strategic Partnerships, Wealth Management, FinTech, Product Management, Alternative Investments, Asset Allocation, Start-ups, Venture Capital, Analytics, SaaS, Strategy, Management, Mergers & Acquisitions, Hedge Funds, Securities, Investment Advisory, Mobile Devices, Private Equity, Asset Management, Valuation, Capital Markets, Corporate Development
Education
University of Tennessee-Knoxville
B.A., Economics
University of Pennsylvania - The Wharton School
None, Leadership Development Program
Wealth Access, Inc. March 2011 - Present
Merrill Lynch Wealth Management January 2006 - February 2011
Merrill Lynch Private Banking & Investments Group January 2002 - December 2005
Merrill Lynch Private Client Group January 1999 - December 2001
Skills
Investments, Portfolio Management, Financial Services, Financial Advisory, Entrepreneurship, Wealth, Business Strategy, Cloud Computing, Strategic Partnerships, Wealth Management, FinTech, Product Management, Alternative Investments, Asset Allocation, Start-ups, Venture Capital, Analytics, SaaS, Strategy, Management, Mergers & Acquisitions, Hedge Funds, Securities, Investment Advisory, Mobile Devices, Private Equity, Asset Management, Valuation, Capital Markets, Corporate Development
Education
University of Tennessee-Knoxville
B.A., Economics
University of Pennsylvania - The Wharton School
None, Leadership Development Program
David R Kelly David R Kelly's Merrill Lynch Private Client Group Experience 1991 - 1998
Job Executive Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 2004 - Present
Merrill Lynch 1989 - 2004
Merrill Lynch Private Client Group 1991 - 1998
Merrill Lynch 1989 - 1991
Skills
Bloomberg, Portfolio Management, MBS, Corporates, Access, Microsoft Excel, Municipal Bonds, Visual Basic, Series 7, Fixed Income, Alternative Investments, Wealth Management, Mutual Funds, ETFs, Asset Allocation, Bonds, Series 24, Series 65, Series 63
Education
Rutgers University-New Brunswick 1984 — 1988
BA, History and Economics
UBS Wealth Management 2004 - Present
Merrill Lynch 1989 - 2004
Merrill Lynch Private Client Group 1991 - 1998
Merrill Lynch 1989 - 1991
Skills
Bloomberg, Portfolio Management, MBS, Corporates, Access, Microsoft Excel, Municipal Bonds, Visual Basic, Series 7, Fixed Income, Alternative Investments, Wealth Management, Mutual Funds, ETFs, Asset Allocation, Bonds, Series 24, Series 65, Series 63
Education
Rutgers University-New Brunswick 1984 — 1988
BA, History and Economics
Channing Davis Channing Davis's Merrill Lynch Private Client Group Experience May 2003 - December 2003
Job Associate Director Operations and Client Data Services at UBS Investment Bank
Industry Capital Markets
Experience
UBS Investment Bank April 2012 - Present
Dealogic October 2011 - April 2012
Euro Pacific Partners June 2011 - October 2011
Moody's Investors Service January 2007 - September 2010
Thomson Financial November 2005 - December 2006
Euro Pacific Partners January 2004 - November 2005
Merrill Lynch Private Client Group May 2003 - December 2003
Various Internet Companies / Start-ups January 2000 - January 2003
St. Paul Insurance / Travelers January 1998 - January 1999
Skills
Capital Markets, Regulatory Guidelines, AML, FICC, Equity Derivatives, Data Analysis, Data, FINRA, KYC, OFAC, Team Leadership, Project Management, Mentoring, Contract Negotiation, Client Issue Resolution
Education
University of San Francisco 2001 — 2003
MBA, Business Management
New England College 1993 — 1997
BA, Literature
Zurich International School 1989 — 1993
UBS Investment Bank April 2012 - Present
Dealogic October 2011 - April 2012
Euro Pacific Partners June 2011 - October 2011
Moody's Investors Service January 2007 - September 2010
Thomson Financial November 2005 - December 2006
Euro Pacific Partners January 2004 - November 2005
Merrill Lynch Private Client Group May 2003 - December 2003
Various Internet Companies / Start-ups January 2000 - January 2003
St. Paul Insurance / Travelers January 1998 - January 1999
Skills
Capital Markets, Regulatory Guidelines, AML, FICC, Equity Derivatives, Data Analysis, Data, FINRA, KYC, OFAC, Team Leadership, Project Management, Mentoring, Contract Negotiation, Client Issue Resolution
Education
University of San Francisco 2001 — 2003
MBA, Business Management
New England College 1993 — 1997
BA, Literature
Zurich International School 1989 — 1993
Carla Nahas De Laurentiz's Merrill Lynch Private Client Group Experience May 2002 - November 2002
Job Registered Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. May 2010 - Present
Colonial Supplemental Investments April 2009 - May 2010
MassMutual Financial January 2008 - December 2008
RSCE Consulting & Enterprises October 2005 - December 2007
Legendary Systems March 2003 - September 2005
Merrill Lynch Private Client Group May 2002 - November 2002
Sextan Tax and Legal Consulting Services January 2000 - December 2001
Skills
Series 7, Strategic Financial..., Wealth Management, Retirement Planning, Investment Advisory, Investments, Asset Management, Banking, Business Development, Equities, Finance, Financial Risk, Financial Services, Fixed Income, Market Research, Marketing, Marketing Strategy, Portfolio Management, Risk Management, Strategy
Education
University of California, Berkeley 2002 — 2003
Post Graduate Degree, International Business & Integrated Marketing Communications
Fundação Armando Alvares Penteado 1997 — 2000
BA, Business Administration
UBS Financial Services, Inc. May 2010 - Present
Colonial Supplemental Investments April 2009 - May 2010
MassMutual Financial January 2008 - December 2008
RSCE Consulting & Enterprises October 2005 - December 2007
Legendary Systems March 2003 - September 2005
Merrill Lynch Private Client Group May 2002 - November 2002
Sextan Tax and Legal Consulting Services January 2000 - December 2001
Skills
Series 7, Strategic Financial..., Wealth Management, Retirement Planning, Investment Advisory, Investments, Asset Management, Banking, Business Development, Equities, Finance, Financial Risk, Financial Services, Fixed Income, Market Research, Marketing, Marketing Strategy, Portfolio Management, Risk Management, Strategy
Education
University of California, Berkeley 2002 — 2003
Post Graduate Degree, International Business & Integrated Marketing Communications
Fundação Armando Alvares Penteado 1997 — 2000
BA, Business Administration
Bobby Kean's Merrill Lynch Private Client Group Experience June 2000 - August 2000
Job Managing Director of Institutional Equity Research Sales at Kern, Suslow Securities, Inc. (KSS Capital Markets)
Industry Financial Services
Experience
Kern, Suslow Securities, Inc. (KSS Capital Markets) December 2008 - Present
W. Quillen Securities June 2004 - May 2008
Merrill Lynch, Private Client Group June 2000 - August 2000
Fiduciary Trust Company International June 1998 - August 1998
Education
College of Charleston 2001 — 2003
Bachelor of Sciences, Business Admin
College of Charleston
Bachelor of Science, Business Administration; Business Administration
American University of Paris
N.O.L.S
Lorenzo de'Medici School of the Arts
International Marketing
The Pingry School
Kern, Suslow Securities, Inc. (KSS Capital Markets) December 2008 - Present
W. Quillen Securities June 2004 - May 2008
Merrill Lynch, Private Client Group June 2000 - August 2000
Fiduciary Trust Company International June 1998 - August 1998
Education
College of Charleston 2001 — 2003
Bachelor of Sciences, Business Admin
College of Charleston
Bachelor of Science, Business Administration; Business Administration
American University of Paris
N.O.L.S
Lorenzo de'Medici School of the Arts
International Marketing
The Pingry School
Benjamin Meza's Merrill Lynch Private Client Group Experience March 2004 - May 2005
Job Senior Financial Analyst
Industry Real Estate
Experience
Fairfield Residential LLC March 2007 - Present
Hedgeworks LLC August 2005 - January 2007
Merrill Lynch Private Client Group March 2004 - May 2005
Skills
Budgets, Financial Modeling
Education
SDSU 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Finance, General
San Diego State University BS Finance 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Finance, General
San Diego State University-California State University 2001 — 2005
BS, Finance
Fairfield Residential LLC March 2007 - Present
Hedgeworks LLC August 2005 - January 2007
Merrill Lynch Private Client Group March 2004 - May 2005
Skills
Budgets, Financial Modeling
Education
SDSU 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Finance, General
San Diego State University BS Finance 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Finance, General
San Diego State University-California State University 2001 — 2005
BS, Finance
Barbara Best's Merrill Lynch Private Client Group Experience September 1985 - May 1991
Job Founding Partner of Fiduciary Investment Advisory Firm, Institutional Retirement Plan Consultant & Speaker
Industry Investment Management
Experience
Capital Strategies Investment Group LLC June 2003 - Present
Merrill Lynch Retirement Group 1991 - 2003
Merrill Lynch Private Client Group September 1985 - May 1991
American Express June 1981 - September 1985
Skills
Retirement Planning, 401k, Financial Services, Securities, Strategic Planning, Equities, Investment Management, Investments, Asset Management, Investment Advisory, Investment Strategies, Marketing, Mergers, Product Management, Retirement, Alternative Investments, Mergers & Acquisitions, Private Equity, Asset Allocation, Mutual Funds, Portfolio Management, Asset Managment, Wealth Management, Fixed Income, Retirement Plan..., Defined Benefit, ERISA, Hedge Funds, Pensions
Education
Boston College 1977 — 1981
B.A., Economics
New York University 1981 — 1983
Professional Program in Business Certificate, Finance
Capital Strategies Investment Group LLC June 2003 - Present
Merrill Lynch Retirement Group 1991 - 2003
Merrill Lynch Private Client Group September 1985 - May 1991
American Express June 1981 - September 1985
Skills
Retirement Planning, 401k, Financial Services, Securities, Strategic Planning, Equities, Investment Management, Investments, Asset Management, Investment Advisory, Investment Strategies, Marketing, Mergers, Product Management, Retirement, Alternative Investments, Mergers & Acquisitions, Private Equity, Asset Allocation, Mutual Funds, Portfolio Management, Asset Managment, Wealth Management, Fixed Income, Retirement Plan..., Defined Benefit, ERISA, Hedge Funds, Pensions
Education
Boston College 1977 — 1981
B.A., Economics
New York University 1981 — 1983
Professional Program in Business Certificate, Finance
Nicola Hartery-Sampers's Merrill Lynch Private Client Group Experience September 1997 - March 1999
Job Senior Manager, Marketing, TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade April 2011 - Present
Hartery Consulting LLC April 2010 - May 2011
Pershing LLC October 2008 - March 2010
SFI Advisors LLC May 2003 - September 2008
SoundView Technology Group September 2001 - June 2002
Credit Suisse March 1999 - May 2001
Merrill Lynch Private Client Group September 1997 - March 1999
Education
Montclair State University 1999 — 2003
BA, Fine Arts - Graphic Design
Columbia University - Columbia Business School 2000 — 2001
Credit Suisse Equity Capital Markets Program, Corporate Finance
Davidson College 1993 — 1997
BA, Economics
National University of Ireland, Galway 1996 — 1996
Regional and European Union Economics
Scuola Lorenzo de' Medici - Institute of Italian Studies 1995 — 1995
Fine Arts and Italian
Charlotte Country Day School
TD Ameritrade April 2011 - Present
Hartery Consulting LLC April 2010 - May 2011
Pershing LLC October 2008 - March 2010
SFI Advisors LLC May 2003 - September 2008
SoundView Technology Group September 2001 - June 2002
Credit Suisse March 1999 - May 2001
Merrill Lynch Private Client Group September 1997 - March 1999
Education
Montclair State University 1999 — 2003
BA, Fine Arts - Graphic Design
Columbia University - Columbia Business School 2000 — 2001
Credit Suisse Equity Capital Markets Program, Corporate Finance
Davidson College 1993 — 1997
BA, Economics
National University of Ireland, Galway 1996 — 1996
Regional and European Union Economics
Scuola Lorenzo de' Medici - Institute of Italian Studies 1995 — 1995
Fine Arts and Italian
Charlotte Country Day School
Chris Mangum's Merrill Lynch Private Client Group Experience August 1999 - June 2000
Job Account Executive at Homebridge Wholesale
Industry Banking
Experience
Homebridge Wholesale September 2012 - Present
Icon Residential Lenders March 2009 - September 2012
JP Morgan Chase April 2002 - March 2009
Merrill Lynch Private Client Group August 1999 - June 2000
Skills
New Business Development, Financial Analysis, Financial Services, Sales Process, Mortgage Banking, Mortgage Lending, Loans, Credit, Banking, Account Management, Business Development, Recruiting
Education
University of Maryland College Park 1997 — 2000
BA, Economics
Homebridge Wholesale September 2012 - Present
Icon Residential Lenders March 2009 - September 2012
JP Morgan Chase April 2002 - March 2009
Merrill Lynch Private Client Group August 1999 - June 2000
Skills
New Business Development, Financial Analysis, Financial Services, Sales Process, Mortgage Banking, Mortgage Lending, Loans, Credit, Banking, Account Management, Business Development, Recruiting
Education
University of Maryland College Park 1997 — 2000
BA, Economics
Craig Mercer's Merrill Lynch Private Client Group Experience 1998 - 2003
Job Regional Retirement Plan Professional/Sr. Retirement Sales Rep. for Principal Financial Group/ Northeast Texas
Industry Financial Services
Experience
Principal Financial Group May 2003 - Present
Merrill Lynch, Private Client Group 1998 - 2003
Skills
401k, 403 b, Deferred Compensation, Defined Benefit, Defined Contribution, Pensions, Executive Benefit..., SEP IRA, Simple IRA
Education
The University of Dallas
Master of Business Administration (M.B.A.), Corporate Finance
Texas A&M University-Commerce
Bachelor’s Degree, Human Resources Management/Personnel Administration
Principal Financial Group May 2003 - Present
Merrill Lynch, Private Client Group 1998 - 2003
Skills
401k, 403 b, Deferred Compensation, Defined Benefit, Defined Contribution, Pensions, Executive Benefit..., SEP IRA, Simple IRA
Education
The University of Dallas
Master of Business Administration (M.B.A.), Corporate Finance
Texas A&M University-Commerce
Bachelor’s Degree, Human Resources Management/Personnel Administration
Julianne Pindar's Merrill Lynch Private Client Group Experience January 1994 - January 1998
Job Experienced Marketing Professional Looking for New Opportunity
Industry Marketing and Advertising
Experience
North Highlands for Merrill Lynch January 2011 - Present
Airwell Fedders North America March 2009 - March 2011
Tobira Therapeutics November 2008 - March 2009
Altlernative Mortgage & Investment Company April 2002 - October 2008
Merrill Lynch Global Diversity January 1999 - January 2001
Merrill Lynch Private Client Group January 1994 - January 1998
Merrill Lynch Private Client Group January 1986 - January 1993
Skills
Vendor Management, Project Management, Microsoft Excel, Marketing, Strategic Planning, Business Development, Visio, Management, Cross-functional Team..., Account Management, Process Improvement, Program Management, Team Leadership, Team Building, Marketing Communications, Department Budget..., Intranet, Web Site Editing, Coaching, Customer Service, Outlook, Marketing Strategy, Leadership, Budgets
Education
The College of New Jersey 1990 — 1996
Bachelor's of Science, Marketing
Bucks County Community College 1983 — 1989
Associates Degree, Business Administration
North Highlands for Merrill Lynch January 2011 - Present
Airwell Fedders North America March 2009 - March 2011
Tobira Therapeutics November 2008 - March 2009
Altlernative Mortgage & Investment Company April 2002 - October 2008
Merrill Lynch Global Diversity January 1999 - January 2001
Merrill Lynch Private Client Group January 1994 - January 1998
Merrill Lynch Private Client Group January 1986 - January 1993
Skills
Vendor Management, Project Management, Microsoft Excel, Marketing, Strategic Planning, Business Development, Visio, Management, Cross-functional Team..., Account Management, Process Improvement, Program Management, Team Leadership, Team Building, Marketing Communications, Department Budget..., Intranet, Web Site Editing, Coaching, Customer Service, Outlook, Marketing Strategy, Leadership, Budgets
Education
The College of New Jersey 1990 — 1996
Bachelor's of Science, Marketing
Bucks County Community College 1983 — 1989
Associates Degree, Business Administration
Robert Nugent's Merrill Lynch Private Client Group Experience June 2000 - August 2000
Job Director of Market Development at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ July 2012 - Present
Capital IQ, Inc January 2008 - January 2011
Capital IQ, Inc., a division of Standard and Poor's 2008 - January 2011
Wachovia Securities February 2007 - January 2008
Morgan Stanley September 2001 - January 2007
Morgan Stanley September 2001 - January 2005
Merrill Lynch Private Client Group June 2000 - August 2000
Skills
Derivatives, Securities, Trading, Finance, Portfolio Management, Mergers & Acquisitions, Competitive Analysis, Structured Products, Equities, Bloomberg, Capital Markets, Market Data, Financial Markets, Hedge Funds, Credit, Management, Fixed Income, Sales, Capital IQ, Salesforce.com
Education
Lehigh University 1997 — 2001
BA, Economics
Lehigh University - College of Business and Economics 1997 — 2001
Bachelor of Arts (B.A.), Economics
S&P Capital IQ July 2012 - Present
Capital IQ, Inc January 2008 - January 2011
Capital IQ, Inc., a division of Standard and Poor's 2008 - January 2011
Wachovia Securities February 2007 - January 2008
Morgan Stanley September 2001 - January 2007
Morgan Stanley September 2001 - January 2005
Merrill Lynch Private Client Group June 2000 - August 2000
Skills
Derivatives, Securities, Trading, Finance, Portfolio Management, Mergers & Acquisitions, Competitive Analysis, Structured Products, Equities, Bloomberg, Capital Markets, Market Data, Financial Markets, Hedge Funds, Credit, Management, Fixed Income, Sales, Capital IQ, Salesforce.com
Education
Lehigh University 1997 — 2001
BA, Economics
Lehigh University - College of Business and Economics 1997 — 2001
Bachelor of Arts (B.A.), Economics
Bill Demeritt's Merrill Lynch Private Client Group Experience 1998 - 1999
Job Financial Management, Sales and Marketing Executive
Industry
Experience
Ford's Gourmet Foods 2010 - 2014
York Simpson Underwood Lending New Home Division 2007 - 2010
HomeBanc Mortgage Corporation October 2006 - August 2007
Bell Leadership Institute 2003 - 2006
Nexus Health Capital, LLC (Healthcare focused Investment Bank) 2002 - 2003
EDventure Holdings (Venture Capital Fund, Technology Conferences 1999 - 2002
Merrill Lynch, Private Client Group 1998 - 1999
Skills
Finance, Management, Recruiting, Marketing, Social Media Marketing, Marketing Strategy, Product Marketing, Conference Production, Event Management, Trade Shows, Marketing Research, New Business Development, Sales, Sales Management, Promotional Solutions, Manage Client..., Industry Research, Loans, Banking, Mortgage Lending, Mergers & Acquisitions, Payroll, Due Diligence, Customer Service, Cold Calling, Public Relations, Inside Sales
Education
College of Charleston
B.A. Degree, Corporate Communications
Ravenscroft School
High School
Ford's Gourmet Foods 2010 - 2014
York Simpson Underwood Lending New Home Division 2007 - 2010
HomeBanc Mortgage Corporation October 2006 - August 2007
Bell Leadership Institute 2003 - 2006
Nexus Health Capital, LLC (Healthcare focused Investment Bank) 2002 - 2003
EDventure Holdings (Venture Capital Fund, Technology Conferences 1999 - 2002
Merrill Lynch, Private Client Group 1998 - 1999
Skills
Finance, Management, Recruiting, Marketing, Social Media Marketing, Marketing Strategy, Product Marketing, Conference Production, Event Management, Trade Shows, Marketing Research, New Business Development, Sales, Sales Management, Promotional Solutions, Manage Client..., Industry Research, Loans, Banking, Mortgage Lending, Mergers & Acquisitions, Payroll, Due Diligence, Customer Service, Cold Calling, Public Relations, Inside Sales
Education
College of Charleston
B.A. Degree, Corporate Communications
Ravenscroft School
High School
Laura Piccolo's Merrill Lynch Private Client Group Experience February 2002 - March 2003
Job Lead Project Manager : American Express Technologies, Global Risk Systems
Industry Information Technology and Services
Experience
American Express Technologies November 2010 - Present
American Express, Risk Information Management and Banking Group January 2009 - November 2010
IBM Global Services: Application Innovation Services February 2005 - January 2009
Merrill Lynch: Private Client Group February 2002 - March 2003
American Express: Global Corporate Services Group July 2000 - December 2001
Skills
SDLC, CRM, Management, Project Management, Leadership, Change Management, Finance, Financial Risk, ERP, Portfolio Management, Drone Flight Orientation
Education
Boston University Graduate School of Management
Master of Science (MS), Information Systems
Boston University - School of Management
Bachelor of Science (B.S.) Business Administration
American Express Technologies November 2010 - Present
American Express, Risk Information Management and Banking Group January 2009 - November 2010
IBM Global Services: Application Innovation Services February 2005 - January 2009
Merrill Lynch: Private Client Group February 2002 - March 2003
American Express: Global Corporate Services Group July 2000 - December 2001
Skills
SDLC, CRM, Management, Project Management, Leadership, Change Management, Finance, Financial Risk, ERP, Portfolio Management, Drone Flight Orientation
Education
Boston University Graduate School of Management
Master of Science (MS), Information Systems
Boston University - School of Management
Bachelor of Science (B.S.) Business Administration
Tijana Tiodorovic-Markovic's Merrill Lynch Private Client Group Experience June 2001 - July 2001
Job Marketing Coordinator at PMA Consultants, LLC.
Industry Management Consulting
Experience
PMA Consultants October 2011 - Present
Capital One Bank May 2007 - June 2010
United Stations Radio Networks October 2005 - April 2007
Bill Wing Tennis Academy May 2002 - August 2004
Merrill Lynch, Private Client Group June 2001 - July 2001
Forma May 1998 - September 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML
Education
Stevens Institute of Technology 2002 — 2004
MS, Project Management
Saint Peter’s College
BS; BS, Business Management; Economics
PMA Consultants October 2011 - Present
Capital One Bank May 2007 - June 2010
United Stations Radio Networks October 2005 - April 2007
Bill Wing Tennis Academy May 2002 - August 2004
Merrill Lynch, Private Client Group June 2001 - July 2001
Forma May 1998 - September 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML
Education
Stevens Institute of Technology 2002 — 2004
MS, Project Management
Saint Peter’s College
BS; BS, Business Management; Economics
Eugene F. Roesser Jr.'s Merrill Lynch Private Client Group Experience April 1997 - May 2007
Job Eugene F. Roesser Jr. Investments / Senior Vice President Washington Securities Corporation
Industry Investment Management
Experience
Eugene F. Roesser Jr. Investments September 2007 - Present
Merrill Lynch Private Client Group April 1997 - May 2007
Folger Nolan Fleming Douglas June 1982 - April 1997
Education
University of Maryland College Park
Bachelor of Arts (B.A.), English Language and Literature
Eugene F. Roesser Jr. Investments September 2007 - Present
Merrill Lynch Private Client Group April 1997 - May 2007
Folger Nolan Fleming Douglas June 1982 - April 1997
Education
University of Maryland College Park
Bachelor of Arts (B.A.), English Language and Literature