Merrill Lynch, Private Wealth Management
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Merrill Lynch, Private Wealth Management Employees
Deloitte August 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Parliament Investment Group, LLC December 2010 - 2012
Merrill Lynch Private Wealth Management May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Research, Bloomberg, Microsoft Word, PowerPoint, Business Strategy, Financial Analysis, Data Analysis, Business Process...
Education
Rice University 2009 — 2013
BA, Mathematical Economic Analysis
South Texas Energy Partners January 2015 - Present
MavHill Group, LLC June 2014 - Present
Private Family Office May 2013 - May 2014
Fundacion Mujer June 2012 - August 2012
Blue Sage Capital June 2011 - August 2011
Office of the Governor, State of Texas January 2011 - June 2011
Merrill Lynch Private Wealth Management June 2009 - August 2009
Highland Park Tutors October 2007 - July 2008
Skills
Spanish, Finance, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Investments, Private Equity, Non-profits, Budgets, Start-ups, Due Diligence, Mergers, Fundraising, Venture Capital, Management
Education
The University of Texas at Austin
BBA, Business Honors, Finance, Spanish
Highland Park High School
Merrill Lynch Private Wealth Management June 2015 - Present
Merrill Lynch Private Wealth Management July 2014 - June 2015
Merrill Lynch Private Wealth Management October 2006 - July 2013
Skills
Series 7, Wealth Management, Portfolio Management, Series 63, Investments, Financial Services, Superior Client Service, Foreign Languages, Client Services, Relationship Management, Management, Trading, Data Analysis, Financial Analysis, Leadership, Finance
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
University of California, Riverside 2001 — 2006
Bachelor of Science (BS), Computer and Information Sciences, General
BlackRock, Financial Institutions Group August 2010 - Present
Merrill Lynch, Private Wealth Management September 2009 - August 2010
Kellogg School of Management January 2008 - January 2010
R.F. Smith & Co June 2009 - September 2009
Skills
Investments, Equities, Due Diligence, Leadership, Portfolio Management, Data Analysis, Financial Modeling, Market Research, Editing, Research
Education
Northwestern University 2006 — 2010
BA, Economics
Fountain Valley School of Colorado 2002 — 2006
Northwestern University
Bachelor of Arts, Economics
Kuehne + Nagel April 2015 - Present
Kuehne + Nagel January 2013 - April 2015
Merrill Lynch, Private Wealth Management July 2011 - December 2011
Skills
Portfolio Management, Finance, Corporate Finance, Investments, Valuation, Event Planning, Wealth Management, Bloomberg, Financial Advisory, Microsoft Word, Mutual Funds, Derivatives, Financial Analysis, Public Speaking, Sales
Education
University of Southern California 2008 — 2012
Bachelor of Science, Business Administration Finance
BBVA - Corporate and Investment Banking March 2015 - Present
Prudential Financial May 2014 - March 2015
Prudential Financial May 2013 - August 2013
Merrill Lynch Private Wealth Management May 2012 - August 2012
International Institute of Buffalo June 2010 - August 2010
Skills
Teamwork, Bloomberg, Microsoft Excel, Spanish, Social Media, English, Leadership, Microsoft Word, Public Speaking, French, PowerPoint, Market Research, Corporate Finance, Stata, Portuguese, SQL, Investment Banking, Data Management, Data Analysis, Microsoft Office, Customer Service, Risk Management, Private Equity, Quantitative Research, Photoshop, Research
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics, French, 3.5 / 4.0
Université Paris IX, Dauphine University 2012 — 2013
Vanderbilt Recreation and Wellness Center August 2015 - Present
Vanderbilt Athletics June 2013 - August 2015
Center for Evaluation and Program Improvement at Vanderbilt University October 2011 - June 2013
Vanderbilt University March 2010 - September 2011
Princeton Review August 2008 - January 2011
Center for Evaluation and Program Improvement, Vanderbilt October 2009 - November 2009
West Elm August 2008 - October 2009
Merrill Lynch Private Wealth Management September 2007 - December 2007
Vanderbilt Medical Center August 2005 - January 2007
Skills
Testing, Research, Excel, GMAT, Analysis, Microsoft Excel, Process Improvement, Program Management, Editing
Education
Belmont University 2008 — 2009
Post-baccalaureate study, Accounting
Vanderbilt University - Owen Graduate School of Management 2007 — 2008
Master of Science, Finance
Vanderbilt University 2002 — 2006
Bachelor of Arts, Economics
Merrill Lynch - Private Wealth Management 2012 - Present
Merrill Lynch April 2010 - Present
Walgreens 2009 - April 2010
Northwestern Mutual April 2009 - June 2009
Trifame, LLC August 2008 - November 2008
Bank of America June 2008 - August 2008
Skills
Business Analysis, Management, Sales, Time Management, Series 7, Series 63, Asset Management, Strategic Financial..., Portfolio Management, Asset Allocation, Investments, Wealth Management, Spanish, Financial Analysis, Finance, Retirement Planning, Retail, Corporate Finance, Securities, Mutual Funds
Education
University of Florida 2006 — 2010
Finance, Accounting and Finance
Morgan Stanley Private Wealth Management April 2015 - Present
Morgan Stanley Private Wealth Management March 2015 - Present
Merrill Lynch Private Wealth Management February 1981 - April 2015
Skills
Banking, Wealth Management, Series 7, Mutual Funds, Securities, Retirement Planning, Fixed Income, Equities, Investments, Financial Services, Portfolio Management, Credit, Asset Management, Strategic Financial..., Loans, Series 63
Education
National College of Business and Arts 1973 — 1978
Bachelor of Science in Business Administration , Cum Laude, Degree in Accounting
Merrill Lynch - Private Wealth Management March 2014 - Present
Mary Kay Inc. 2013 - 2014
Law Enforcement Supply 2007 - 2010
Bank of America 2005 - 2007
EXPRESS 2002 - 2005
The White House 1996 - 2002
Skills
Customer Service, Sales, Microsoft Excel, Retail, Microsoft Office, PowerPoint, Microsoft Word, Inventory Management, Banking, Sales Management, Merchandising, Retail Sales, Coaching, Cash Management, Account Management, Visual Merchandising, Retail Banking, Business Planning, Outlook, Team Building, Leadership, Customer Satisfaction, Human Resources, Forecasting, Time Management, Customer Retention, Profit
Education
Florida International University 2010 — 2013
Bachelor's degree , Business Administration and Management, General
Florida International University - College of Business 2010 — 2013
Bachelor's Degree, Business Administration / Human Resource Management, Magna Cum Laude
Eliassen Group November 2013 - Present
Redland Strategies Inc- A Full Service Business Development and Government Relations Firm September 2012 - October 2013
Flynn Zito Capital Management, LLC March 2012 - August 2012
State Street Corporation August 2011 - May 2012
Merrill Lynch- Private Wealth Management June 2010 - August 2010
Merrill Lynch- Private Wealth Management February 2010 - May 2010
Skills
Mutual Funds, Analysis, Trading, Recruiting, Financial Services, Investments, Training, Finance, Leadership, Entrepreneurship, Supportive Services, Strategy, Portfolio Management, Strategic Planning, Customer Service, Asset Allocation, Corporate Finance, Equities, Chewing Gum, Marketing, Valuation, New Business Development, Start-ups, Asset Management, Due Diligence, Microsoft Excel, Asset Managment, Project Management
Education
Adelphi University 2007 — 2011
Bachelor of Business Administration (BBA), Business Management, 3.9 GPA
Adelphi University
Bachelor of Business Administration, 2011
charity: water February 2015 - Present
Selfhelp Community Services May 2013 - January 2015
Selfhelp Community Services December 2012 - May 2013
Union College January 2009 - June 2012
Merrill Lynch Private Wealth Management July 2011 - September 2011
Merrill Lynch Wealth Management January 2011 - March 2011
Skills
Customer Service, Facebook, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Social Networking, Data Entry, Event Planning, Non-profit..., Analysis, Fundraising, Microsoft Word, Nonprofits
Education
Union College 2008 — 2012
BA, Managerial Economics
Comcast Business July 2015 - August 2015
Comcast Cable February 2014 - July 2015
Dish Network June 2012 - November 2013
Zerosun Pictures September 2011 - May 2012
Aimco June 2011 - September 2011
Borders Books May 2004 - May 2010
Merrill Lynch Private Wealth Management June 2008 - September 2008
Victoria's Secret April 2007 - August 2007
Skills
Leadership, Marketing, Microsoft Excel, Strategy, Management, Operations Management, Microsoft Office, Training, Teamwork, Essbase, Marketing Strategy, OBIEE, Negotiation, Business Development, Competitive Analysis, PowerPoint, Accounting, Process Improvement, Analysis, Sales, Strategic Planning, Forecasting, Software, Mac OS, Minitab, Smartview, Tableau, Performance Management
Education
University of Denver 2010 — 2012
M.B.A., Management
University of Colorado Boulder 2004 — 2008
B.A., Psychology
St. Margaret's Episcopal School 2000 — 2004
U.S. Trust May 2015 - Present
Space Exploration Technologies September 2014 - May 2015
U.S. Trust, Bank of America Private Wealth Management June 2014 - August 2014
Merrill Lynch, Private Wealth Management September 2011 - November 2012
Victoria's Secret, Limited Brands August 2012 - August 2012
Deloitte June 2012 - June 2012
Bank of America July 2010 - April 2011
Skills
Investments, Mutual Funds, Financial Goals, Leadership, Public Speaking, Purchasing, SQL, Financial Accounting, Inventory Management, Aerospace Manufacturing, Theatre, Microsoft Office, Interpersonal..., Strategic Leadership, PowerPoint, Direct Sales, Microsoft Excel, Microsoft Word, Stock Research, Bond Research, Mutual Fund Research, Manage Client Database, Investment Portfolio..., Investment Proposals, Review Asset Allocation, Research Risk Return..., Review Price Earnings, Review Company’s..., Review Projected Cash..., Review Debt Coverage..., Rebranding, Marketing Communications, Dance, Singing, Acting, Improvisational Comedy, Couponing, Coupons, Interpersonal...
Education
University of Southern California 2012 — 2014
Bachelor's Degree, Economics, Finance, and Entrepreneurship
Santa Monica College 2010 — 2012
Economics
Los Angeles Baptist 2007 — 2010
Goldman Sachs March 2015 - Present
Barclays July 2013 - March 2015
University of North Carolina at Chapel Hill July 2011 - May 2013
Barclays June 2012 - August 2012
Barclays Capital September 2008 - June 2011
Lehman Brothers June 2008 - September 2008
Merrill Lynch Private Wealth Management May 2007 - August 2007
Skills
Series 7, Series 63, Corporate Finance, Investments, Trading, Options, Banking, Capital Markets, Interest Rate..., Investment Banking, Finance, Bonds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA
The Chinese University of Hong Kong
MBA Exchange
University of Florida - Warrington College Of Business 2004 — 2008
Bachelor of Science, cum laude
John F. Kennedy High School 2000 — 2004
Honors Diploma
Merrill Lynch Private Wealth Management September 2012 - Present
Wells Fargo Home Mortgage January 2010 - March 2012
Piper Jaffray November 1996 - August 2003
Education
University of Minnesota-Twin Cities
Bachelor of Science
Tufts Financial Group September 2009 - Present
BlackRock May 2012 - August 2012
Tufts Student Resources May 2011 - May 2012
Merrill Lynch, Private Wealth Management May 2010 - August 2010
Skills
Microsoft Excel, Economics, Quantitative Analytics, Risk Management, Residential Mortgages, Commercial Mortgages, CMBS, Mortgage Industry, Financial Modeling, Agency MBS, SQL, Java, Perl, Python, C++, Scheme, ML, Unix, Functional Programming, Object-oriented Software, Fixed Income, Interest Rate..., Analytics, Machine Learning, Real Estate, PowerPoint, Portfolio Management
Education
Tufts University 2009 — 2013
Bachelor of Sciences, Quantitative Ecnomics and Computer Science, 3.7
Newark Academy 2005 — 2009
High School Diploma, International Baccalaureate Diploma, 3.91/4.00
Far Hills Country Day School 2001 — 2005
MRI Software LLC September 2015 - Present
Accenture March 2013 - January 2015
Reis May 2009 - February 2013
RR Donnelley Global Real Estate Services April 2006 - March 2009
Reis, Inc. January 2001 - August 2005
Merrill Lynch Private Wealth Management January 1999 - December 2000
Citicorp Investment Services 1998 - 1999
Skills
Real Estate Investment, Sales, Asset Management, Asset Managment, Business Development, Commercial Real Estate, Contract Negotiation, Credit, Due Diligence, Finance, Investment Properties, Investments, Leases, Market Research, Negotiation, Portfolio Management, Property Management, Real Estate, Real Estate Development, Real Estate Economics, Selling, Real Estate Transactions
Education
Saint John's University 1994 — 1996
BS, Biology/Biological Sciences, General
Ithaca College 1992 — 1994
Biology, Finance
Poly Prep 1986 — 1992
Merrill Lynch Private Wealth Management August 2010 - Present
Emergent Trading Solutions October 2008 - August 2010
GFI Group November 2005 - May 2007
Cantor Fitzgerald November 2002 - November 2005
Morgan Stanley May 1998 - August 2002
Education
New York University 2006 — 2008
MS, Finance
University of Virginia 1994 — 1998
BA, Government & Foreign Affairs
The Blind Barber July 2012 - Present
Protiviti January 2012 - June 2012
Polaris Management Partners January 2011 - April 2011
Ernst & Young LLP January 2008 - October 2010
Lehman Brothers August 2007 - December 2007
Lehman Brothers June 2006 - August 2007
Ernst & Young LLP August 2005 - June 2006
Merrill Lynch, Private Wealth Management June 2003 - August 2004
NYU Medical Center May 1999 - August 2002
Skills
Recruiting, Human Resources, Sourcing, Program Management, Employee Relations, Interviews, Training
Education
Lehigh University 2001 — 2005
B.S., Accounting
Lehigh University - College of Business and Economics 2001 — 2005
B.S., Accounting
Halliburton July 2015 - Present
Halliburton July 2013 - July 2015
Cougar Investment Fund, LLC August 2012 - August 2013
Canaccord Genuity Inc. April 2013 - July 2013
Salient Partners May 2007 - April 2010
Merrill Lynch Private Wealth Management January 2007 - May 2007
Skills
Financial Analysis, Valuation, Strategic Planning, Investments, Equity Research, Financial Modeling, Portfolio Management, Corporate Finance, Budgets, Management, Microsoft Word, Data Analysis
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
MBA, Cougar Investment Fund, 3.96
Rice University 2002 — 2007
B.A, Economics; Mechanical Engineering