Merrill Lynch, Private Wealth Management

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Merrill Lynch, Private Wealth Management Employees

Employee
Years
Job
Industry
Ashley Purdon Ashley Purdon Houston, Texas Details
Ashley Purdon's Merrill Lynch, Private Wealth Management Experience May 2011 - August 2011
Job Business Analyst at Deloitte
Industry Management Consulting
Experience
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

Madison Gardner Madison Gardner United States Details
Madison Gardner's Merrill Lynch, Private Wealth Management Experience June 2009 - August 2009
Job South Texas Energy Partners
Industry Venture Capital & Private Equity
Experience
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

Annabelle (Juby) Wang Annabelle (Juby) Wang Pasadena, California Details
Annabelle (Juby) Wang's Merrill Lynch, Private Wealth Management Experience June 2015 - Present
Job MBA Associate Leadership Development Program at Bank of America Merrill Lynch Private Wealth Management
Industry Financial Services
Experience
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

Christie Horvath Christie Horvath Greater New York City Area Details
Christie Horvath's Merrill Lynch, Private Wealth Management Experience September 2009 - August 2010
Job Associate at BlackRock
Industry Investment Management
Experience
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

James Patrick White James Patrick White New York, New York Details
James Patrick White's Merrill Lynch, Private Wealth Management Experience July 2011 - December 2011
Job Financial Controller at Kuehne + Nagel
Industry Logistics and Supply Chain
Experience
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

Camilo Soler (Juan Camilo) . Camilo Soler (Juan Camilo) . Greater New York City Area Details
Camilo Soler (Juan Camilo) .'s Merrill Lynch, Private Wealth Management Experience May 2012 - August 2012
Job Latin America Debt Capital Markets at BBVA
Industry Investment Banking
Experience
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

Rose Freeman Rose Freeman Greater Nashville Area Details
Rose Freeman's Merrill Lynch, Private Wealth Management Experience September 2007 - December 2007
Job Assistant Business Manager at Vanderbilt Recreation and Wellness Center
Industry Accounting
Experience
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

Pedro Martinez De Ozaba Pedro Martinez De Ozaba Miami, Florida Details
Pedro Martinez De Ozaba's Merrill Lynch, Private Wealth Management Experience 2012 - Present
Job Latin America Wealth Management
Industry Investment Management
Experience
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

Racquel Domingo Racquel Domingo Ponte Vedra Beach, Florida Details
Racquel Domingo's Merrill Lynch, Private Wealth Management Experience February 1981 - April 2015
Job Registered Senior Client Associate at Morgan Stanley
Industry Financial Services
Experience
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

Evelyn Marrero Evelyn Marrero Miami/Fort Lauderdale Area Details
Evelyn Marrero's Merrill Lynch, Private Wealth Management Experience March 2014 - Present
Job Assistant Administrator at Merrill Lynch
Industry Financial Services
Experience
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

Sean Replogle Sean Replogle New York, New York Details
Sean Replogle's Merrill Lynch, Private Wealth Management Experience June 2010 - August 2010
Job
Industry Management Consulting
Experience
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

Yohanny Vargas Yohanny Vargas Greater New York City Area Details
Yohanny Vargas's Merrill Lynch, Private Wealth Management Experience July 2011 - September 2011
Job Staff Accountant at charity: water
Industry Financial Services
Experience
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

Danielle Reveal Danielle Reveal Englewood, Colorado Details
Danielle Reveal's Merrill Lynch, Private Wealth Management Experience June 2008 - September 2008
Job Business Operations Analyst 3
Industry Telecommunications
Experience
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

Armine Babayan Armine Babayan Santa Monica, California Details
Armine Babayan's Merrill Lynch, Private Wealth Management Experience September 2011 - November 2012
Job Investment Associate at U.S. Trust
Industry Financial Services
Experience
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

Jesse Tanenbaum Jesse Tanenbaum New York, New York Details
Jesse Tanenbaum's Merrill Lynch, Private Wealth Management Experience May 2007 - August 2007
Job
Industry Investment Banking
Experience
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

Lisa Rash Lisa Rash Minneapolis, Minnesota Details
Lisa Rash's Merrill Lynch, Private Wealth Management Experience September 2012 - Present
Job Client Associate at Merrill Lynch Private Wealth Management
Industry Financial Services
Experience
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

Nathaniel Aiken Nathaniel Aiken Greater New York City Area Details
Nathaniel Aiken's Merrill Lynch, Private Wealth Management Experience May 2010 - August 2010
Job BlackRock, Analyst
Industry Financial Services
Experience
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

James Schultz James Schultz Naples, Florida Area Details
James Schultz's Merrill Lynch, Private Wealth Management Experience January 1999 - December 2000
Job Strategic Account Executive at MRI Software LLC
Industry Real Estate
Experience
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

J.T. Gilbert J.T. Gilbert Greater Boston Area Details
J.T. Gilbert's Merrill Lynch, Private Wealth Management Experience August 2010 - Present
Job Financial Advisor at Merrill Lynch Private Wealth Management
Industry Financial Services
Experience
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

Stephenie Rice Stephenie Rice New York, New York Details
Stephenie Rice's Merrill Lynch, Private Wealth Management Experience June 2003 - August 2004
Job The Blind Barber
Industry Hospitality
Experience
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

Brad McDonald Brad McDonald Houston, Texas Details
Brad McDonald's Merrill Lynch, Private Wealth Management Experience January 2007 - May 2007
Job Controller, MultiChem at Halliburton
Industry Oil & Energy
Experience
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