Merrill Lynch Relocation Management
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Merrill Lynch Relocation Management Employees
Adagio Appraiser October 2012 - Present
INTEGRA-ATLANTA February 2006 - October 2012
CITY OF FORT COLLINS June 2003 - September 2004
VALUE CONCEPTS, INC. February 1998 - May 2002
PRITCHETT, BALL & WISE, INC. August 1996 - April 1998
LEA RICHMOND COMPANY January 1990 - January 1992
INTERSOUTH PROPERTIES September 1987 - December 1989
MARVIN POER AD VALOREM TAX SERVICES September 1986 - September 1987
COLDWELL BANKER RESIDENTIAL REAL ESTATE May 1984 - June 1986
MERRILL LYNCH RELOCATION MANAGEMENT June 1982 - June 1984
Skills
Commercial Real Estate, Real Estate, Leases
Education
Michigan State University
Rollins College
University of Louisville
Kennesaw State University
Channel Match, LLC April 2009 - Present
Channel Match Consulting, LLC April 2009 - Present
Worldwide ERC 1991 - Present
Circuit City March 1994 - February 2009
Channel Match Consulting, LLC 2009 - 2009
Greater Richmond Relocation Council 1991 - 2002
Merrill Lynch Relocation Management 1981 - 1991
Skills
Contract Negotiation, New Business Development, Corporate Relocation, Team Building, Business Development, Performance Management, Talent Management, Selling, Training, Coaching, Strategy, Marketing Strategy, Recruiting, Expatriate Management, Market Analysis, Employee Relations, Human Resources, Management, Leadership, Sales Management, Sales, Leadership Development, Organizational..., Negotiation, Management Consulting, Talent Acquisition, Mortgage Lending, Employee Benefits, Business Strategy, Customer Retention, Strategic Partnerships, Executive Management, Mortgage Banking, Change Management, Referrals, Team Leadership, Budgets, Investment Properties, Process Improvement, Sourcing, Customer Service, Customer Satisfaction, Real Estate Transactions, Residential Mortgages, FHA, Residential Homes, Retail, Property Management, Marketing, Relocation
Education
University of Richmond 1998 — 2000
none, Business Administration
Weichert Relocation Resources March 2013 - Present
Graebel Relocation Services Worldwide April 2007 - March 2013
Prudential Relocation 1992 - 2007
Merrill Lynch Relocation Management June 1986 - September 1989
Skills
Sales Strategy, Complex Sales, Solutions Development, Marketing Strategy, Corporate Relocation, CRM, Strategy, Leadership, Selling, Expatriate Management, Global Mobility, Relocation, Account Management, Contract Negotiation, New Business Development, Sales Process, Negotiation, Direct Sales, Sales Management, Business Development, Strategic Planning, Team Building, Move Management, Operations Management, Solution Development, Recruiting, Real Estate, Sales, International Business, Management, Customer Satisfaction, Logistics, Risk Management, Process Improvement, Training, Vendor Management, Transportation, Human Resources, Trucking, Strategic Partnerships, Business Planning, Employee Relations, Executive Management, Salesforce.com, LTL, Budgets, Employee Benefits, Marketing, Performance Management, Sales Operations
Education
State University of New York at Buffalo 1981 — 1985
BA, Business Administration
Dean College
Associates, Liberal Arts
William Raveis/Legends Realty Group March 2008 - Present
Sotheby's International Realty June 2006 - March 2008
Julia B. Fee Real Estate October 2004 - June 2006
Prudential Relocation 2002 - 2004
Merrill Lynch Relocation Management 1975 - 1985
Skills
Corporate Relocation, Relocation, Sellers, First Time Home Buyers, Referrals, Buyer Representation, Luxury, Condos, Investment Properties, Residential Homes, Rentals, Investors, Listings, Selling, Commercial Real Estate, Property, Sales
Education
City University of New York-Herbert H. Lehman College
Psychology
Wells Fargo Home Mortgage March 1995 - Present
Wells Fargo Home Mortgage 1995 - Present
Wells Fargo Home Mortgage March 1989 - 1995
Merrill Lynch Relocation Management September 1974 - March 1989
Skills
Mortgage Lending, Loans, Marketing, Mortgage Banking, New Business Development, Credit, Loan Origination, Relationship Management, Leadership, Sales, Selling, Finance, Residential Mortgages, Investments, Refinance, FHA, Financial Services, Underwriting, Executive Management, Insurance, Commercial Lending, Risk Management, Cross Selling
Education
Fairleigh Dickinson University 1970 — 1974
BA, Education, Math
Iona College
Marist College June 2000 - September 2010
Marist College June 1997 - June 2000
Marist College May 1996 - June 1997
Advantage Financial Services, now Murphy Wealth Management July 1992 - May 1996
Merrill Lynch Relocation Management September 1983 - February 1985
Merrill Lynch Relocation Management Services July 1981 - September 1983
Skills
Higher Education, Enrollment Management, PowerPoint, Student Affairs, Student Financial Aid, Human Resources, Microsoft Word, Nonprofits, Student Development, Community Outreach, Admissions
Education
Marist College 2008 — 2009
Certificate, Paralegal Certificate
Mercy College 1970 — 1974
Bachelor of Arts, French Literature
Creative Collaboration February 2007 - Present
Prudential Referral Services August 1990 - January 2002
Coldwell Banker Relocation Services January 1986 - January 1988
Merrill Lynch Relocation Management February 1979 - February 1986
Skills
Event Planning, Editing, Customer Relations, Instructional Design, Promotions, Product Development, Planning, Mentoring, Writing, Coaching, Project Planning, Marketing, Leadership, Program Management, Relocation, Management, Customer Service, Newsletters, Team Building, Training, Entrepreneurship, Leadership Development, Nonprofits, Executive Coaching, Fundraising, Organizational..., Strategic Planning, Workshop Facilitation, Social Networking, Teaching, Staff Development, Management Consulting, Public Relations, Personal Development, Community Outreach, Program Development, Presentation Coaching, Program Planning
Education
Cornell University
BS, Child Development, Psychology
Mango Languages 2014 - Present
REA - Ricklin Echikson Associates 2005 - Present
Berlitz International 2004 - 2014
GMAC GRS 1999 - 2004
Windham International 1991 - 1999
Moran, Stahl & Boyer (MS&B) 1985 - 1991
Merrill Lynch Relocation Management 1982 - 1985
OTC Review 1980 - 1982
Skills
Strategic Planning, Account Management, Business Development, Global Mobility, Relocation, Real Estate, Management, Leadership, Strategy, Negotiation, Corporate Relocation, Destination Services, New Business Development, Marketing, Immigration Law, Management Consulting, Talent Acquisition, Leadership Development, Marketing Communications, Training, Customer Service, Employee Engagement, Employee Benefits, Recruiting, Executive Coaching, Marketing Strategy, Team Building, International Business, Contract Negotiation
Education
Pace University - Lubin School of Business 1978 — 1980
MBA, Marketing
University of Georgia - Henry W. Grady School of Journalism
ABJ, Journalism, English
ShelfGenie March 2014 - Present
Shelf Genie March 2009 - March 2014
The Bank of New Canaan June 2007 - July 2008
Morgan Stanley Smith Barney 2002 - 2008
SmithBarney/CitiMortgage December 2002 - May 2007
Merrill Lynch 1974 - 1988
Prudential Relocation 1974 - 1988
Merrill Lynch Relocation Management 1974 - 1988
Merrill Lynch Relocation 1974 - 1988
Skills
Business Development, Sales, Management, Real Estate, Sales Management, Selling, Leadership, New Business Development, Marketing, Small Business, Strategic Planning, Project Management, Direct Sales, Operations Management, Account Management
Education
Middlebury College 1967 — 1971
Willis Allen Real Estate April 2007 - Present
Coldwell Banker Residential Brokerage December 2001 - April 2007
DR Horton August 2000 - November 2001
The Corky McMillin Companies August 1999 - August 2000
Prudential California Realty 1994 - 1999
Lakeview Real Estate 1994 - 1994
Grubb & Ellis Company 1985 - 1994
Merrill Lynch Relocation Management 1985 - 1986
Skills
Relocation, Sellers, Condos, Investment Properties, Referrals, Real Estate, Property, Short Sales, Buyer Representation, Residential Homes, Sales, Selling, Marketing, New Home Sales, First Time Home Buyers, New Homes, Coaching, Manage Client..., Peer Mentoring, Customer Oriented, Foreclosures, Single Family Homes, Corporate Relocation, Listings, Relocation Buyers, Move Up Buyers, Buyers, Vacation Homes, 1031 Exchanges, Luxury, ABR, REO, SFR, Seniors, e-PRO, Townhomes, Seller Representation, HUD, Home Staging, Real Property, Investors, Real Estate Transactions, Contract Negotiation, Negotiation, Rentals, Management
Education
University of Southern California 1988 — 1989
Certificate in Management Effectiveness, Graduate School of Business Administration
State University of New York College at Oneonta 1960 — 1962
Bachelor of Science, Elementary Education
State University of New York College at Potsdam 1958 — 1960
BS, elementary education
Girl Scouts of Eastern Massachusetts November 2007 - March 2013
Self-Employed January 1991 - December 1999
Reader's Digest 1989 - 1990
Merrill Lynch Relocation Management 1984 - 1988
PepsiCo 1981 - 1984
American Can Company 1976 - 1981
Skills
Purchasing, Customer Service, Team Building, Change Management, Strategic Planning, Community Outreach, Leadership, Coaching, Process Improvement, Program Management, Microsoft Office, Training, Volunteer Management, Project Management
Education
New York University 1982 — 1983
MBA Studies, Business Administration
State University of New York College at Potsdam 1974 — 1976
B.A., Computer Science
Jewish Community Association August 2015 - Present
Brookfield Global Relocation Services December 2011 - July 2015
Club Z! In-Home Tutoring April 2003 - June 2012
Prudential Real Estate and Relocation Services July 2010 - December 2011
Vantage Publishers April 2008 - February 2009
Merrill Lynch Relocation Management 1986 - 1988
Merrill Lynch Relocation Management 1986 - 1988
Skills
Real Estate, Relocation, Customer Service, Negotiation, Sales, Marketing, Public Speaking, Team Building, Coaching, Leadership, Referrals, Event Planning, Training, Strategic Planning, Customer Satisfaction, Selling, New Business Development, Corporate Relocation, Account Management, Employee Benefits, Management
Education
Arizona State University 1992 — 1994
M.Ed., Elementary Education
Michigan State University 1978 — 1982
BA, Advertising
Wylie E. Groves High School 1975 — 1978
High school diploma, none
Michigan Farm Bureau Life Insurance Company February 2013 - Present
Moody's Investors Services May 1998 - May 2008
Fuji Bank Limited January 1994 - May 1998
Shawmut Bank August 1992 - January 1994
Citigroup July 1985 - September 1991
Southmark Corporation May 1983 - July 1985
Merrill Lynch Relocation Management June 1979 - May 1983
Pearson Cook Company & McDonald Real Estate January 1976 - June 1979
Skills
Loans, Portfolio Management, Credit, Credit Analysis, Investments, Underwriting, Asset Management, Real Estate, Commercial Real Estate, Investment Properties, Loan Origination, Commercial Mortgages, CMBS, Cash Flow, Investors, Management, Workout, Loan Modifications, Foreclosures, REO
Education
Citibank Credit Training 1989 — 1990
Bank Credit Training Certificate, Money Center Banking
Pace University - Lubin School of Business 1985 — 1988
MS, Taxation
Pace University 1980 — 1983
BBA, Finance
Dryvit Systems, Inc. May 2014 - Present
TRIARCH a division of Dryvit Systems January 2003 - Present
Triarch Industries Inc. 1985 - January 2003
Merrill Lynch Relocation Management 1983 - 1986
Sperry Univac 1981 - 1983
Skills
Sales Management, Construction Management, Building Materials, New Business Development, Sales, Coatings, Contractors, Construction, Marketing Strategy, Paint, Customer Service, Contract Negotiation, Team Building, Renovation
Education
University of Massachusetts, Amherst 1973 — 1977
B.A., Economics
ThermOmegaTech, Inc. June 2014 - Present
The Competitive Resource January 1998 - April 2009
Small Business Computing and Home Office Computing 1982 - 2002
Merrill Lynch Private Client September 1995 - October 1997
Merrill Lynch Private Client April 1986 - September 1995
Merrill Lynch Relocation Management April 1984 - March 1986
Merrill Lynch & Co. 1983 - 1984
Merrill Lynch & Co. 1981 - 1983
Merrill Lynch 1979 - 1981
Morgan Guaranty Trust Co. 1976 - 1979
Skills
Financial Modeling, Strategic Planning, Business Analysis, Competitive Intelligence, Budgets, Business Planning, Financial Analysis, Marketing Strategy, Consulting, Project Planning, Business Strategy, Competitive Analysis, Due Diligence, Market Research, Mergers, Strategy, Cross-functional Team..., Management Consulting, Analysis, Business Development
Education
Cornell University - Johnson Graduate School of Management 1971 — 1973
MBA, Finance
Cornell University 1966 — 1970
BA, English
Brookfield Residential Property Services / formally Prudential Relocation Services 2010 - 2012
Prudential Relocation Services 1995 - 2010
Prudential Relocation Services / formally Merrill Lynch Relocation Management 1990 - 1995
Merrill Lynch Relocation Management 1987 - 1990
Merrill Lynch Relocation Management 1985 - 1987
Skills
Organized Multi-tasker, Highly Detailed, Time Management, Microsoft Office, Lotus Notes, Windows, Oracle, Smarstream, Service Engine, Invoicing, Finance, Auditing, Internal Audit, Bank Reconciliation, Accounting, Journal Entries, Training, Expenses, Management, Accounts Payable, Mergers & Acquisitions, Variance Analysis, Great Plains Software, Accounts Receivable, Account Reconciliation, Cash Flow, Sarbanes-Oxley Act, Payroll, Team Building
Education
SUNY Oneonta 1980 — 1982
Bachelor's degree, Business/Managerial Economics
SUNY Ag & Tech at Delhi 1978 — 1980
Associate's degree, Business Administration, Management, Communications and Operations