Merrill Lynch Retirement Group

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Merrill Lynch Retirement Group Employees

Employee
Years
Job
Industry
Rich Steinmeier Rich Steinmeier Greater New York City Area Details
Rich Steinmeier's Merrill Lynch Retirement Group Experience 2006 - 2007
Job Managing Director, Head of Emerging Affluent and the Wealth Advice Center at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management Americas  August 2012 - Present
Merrill Edge  February 2009 - August 2012
Merrill Lynch  December 2008 - August 2011
Merrill Lynch  February 2006 - December 2008
Merrill Lynch Retirement Group   2006 - 2007
McKinsey & Company  2002 - 2006

Education
Stanford University Graduate School of Business   2000 — 2002
MBA, Business

University of Pennsylvania - The Wharton School   1992 — 1996
BS, Finance, Entrepreneurial Management

Anthony Daulerio Anthony Daulerio Greater New York City Area Details
Anthony Daulerio's Merrill Lynch Retirement Group Experience June 2004 - June 2008
Job CFO at Mizuho Capital Markets Corporation
Industry Financial Services
Experience
Mizuho Capital Markets Corporation  July 2009 - Present
Merrill Lynch Retirement Group   June 2004 - June 2008
Merrill Lynch Europe, Middle East   February 2003 - May 2004
Merrill Lynch Institutional Services Group   November 2002 - February 2003
Merrill Lynch Japan Securities   July 1998 - November 2002
Merrill Lynch Pierce, Fenner & Smith   April 1995 - June 1998
Merrill Lynch International  April 1992 - March 1995
Merrill Lynch  April 1991 - March 1992
Merrill Lynch  April 1989 - March 1991
McGraw-Hill  May 1987 - April 1989

Skills
Divestitures, Restructuring, Turn Around Management, PeopleSoft, Business Case, Integration, Internal Controls, FASB, Acquisition Integration, SEC filings, M&A experience, Mergers, Financial Modeling, Valuation, Capital Structure, Sarbanes-Oxley Act, Accounting, Forecasting, Finance, Mergers & Acquisitions, Capital Markets, Due Diligence, Management Consulting, Internal Audit, Equities, Auditing, Investment Banking, Derivatives, Portfolio Management, Financial Services, Strategy, Executive Management, Investments, Securities

Education
Cornell University - S.C. Johnson Graduate School of Management   2010 — 2012
MBA, Graduated "with Distinction"

Michigan State University - The Eli Broad College of Business   1979 — 1984
BA, Accounting, (HRI) Management

Chuck Toth Chuck Toth Greater New York City Area Details
Chuck Toth's Merrill Lynch Retirement Group Experience 2000 - 2008
Job Head of Product Development and Strategic Relations at Voya Financial
Industry Financial Services
Experience
Voya Financial  2012 - Present
Merrill Lynch  2008 - 2011
Merrill Lynch Retirement Group   2000 - 2008
Merrill Lynch  1993 - 1999

Skills
CRPC, Product Management, Business Relationship..., Financial Management, Investment Advisory, Retirement, College Savings Plans, Wealth Management, Business Strategy, Series 7, Managerial Finance, Financial Services, Program Management, Alternative Investments, Investments, Mutual Funds, Asset Management

Education
Penn State University
BS, Finance

Rutgers, The State University of New Jersey-New Brunswick
MBA

Guy Stewart II, CRPS® Guy Stewart II, CRPS® Greater Philadelphia Area Details
Guy Stewart II, CRPS®'s Merrill Lynch Retirement Group Experience January 2007 - March 2014
Job Product Manager at Independence Blue Cross
Industry Financial Services
Experience
Independence Blue Cross  March 2014 - Present
Merrill Lynch Retirement Group   January 2007 - March 2014
The Vanguard Group  February 2004 - November 2007
BISYS Retirement Services  February 2002 - February 2004
GSI Commerce, Inc  September 2000 - February 2002

Skills
ERISA, Investments, Microsoft Office, Mutual Funds, Project Management, Retirement Planning, Analysis, Financial Advisory, Financial Services, Portfolio Management, 401k, Sales, Relationship Management

Education
Morgan State University   1995 — 2000
Bachelor, Marketing

Lower Merion High School   1991 — 1995

Erica Hayman Erica Hayman Jacksonville, Florida Area Details
Erica Hayman's Merrill Lynch Retirement Group Experience June 1998 - May 2003
Job Director of Retirement Services at West Point Business Group
Industry Financial Services
Experience
West Point Business Group   January 2014 - Present
Great-West Retirement Services  March 2004 - September 2013
Merrill Lynch Retirement Group   June 1998 - May 2003

Skills
401k, Series 63, Profit Sharing, Defined Benefit, Series 7, Retirement, Defined Contribution, Pensions, Mutual Funds, ERISA, Retirement Planning, Investments, Asset Allocation, Wealth Management, Financial Services

Education
University of Florida   1994 — 1998

Kevin Bonner Kevin Bonner Greater Philadelphia Area Details
Kevin Bonner's Merrill Lynch Retirement Group Experience August 2007 - January 2010
Job Regional Channel Manager Mid Atlantic at ADP
Industry Financial Services
Experience
ADP  June 2015 - Present
Merrill Lynch  January 2012 - June 2015
Merrill Lynch  January 2010 - January 2012
Merrill Lynch Retirement Group   August 2007 - January 2010
Merrill Lynch  March 2003 - August 2007

Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Investments, Retirement, 401k, Asset Allocation, Financial Services, Equities, Portfolio Management, Securities, Investment Advisory, Alternative Investments

Education
Temple University - Fox School of Business and Management   1993 — 1998
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services

Barbara Best Barbara Best Greater Chicago Area Details
Barbara Best's Merrill Lynch Retirement Group Experience 1991 - 2003
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

Spencer Angell Spencer Angell Greensboro/Winston-Salem, North Carolina Area Details
Spencer Angell's Merrill Lynch Retirement Group Experience July 2005 - March 2008
Job Retirement Planning Consultant, Client Relationship Manager, Retirement Plan Design Consultant, Investment Professional
Industry Financial Services
Experience
Transamerica Retirement Solutions  September 2009 - Present
The Hartford  March 2008 - October 2008
Merrill Lynch Retirement Group   July 2005 - March 2008
Amvescap Retirement, Inc.   November 1998 - July 2005
Aon Consulting  May 1990 - October 1998

Skills
401k, Retirement Planning, Series 7, Retirement, Investments, Financial Advisory, Financial Analysis, Securities, Series 63, Defined Contribution, FINRA, Mutual Funds, Profit Sharing, Relationship Building, Church Events

Education
University of North Carolina at Greensboro   1985 — 1989
BS, Management and Marketing

Kenneth Bradshaw Jr. Kenneth Bradshaw Jr. Greater Philadelphia Area Details
Kenneth Bradshaw Jr.'s Merrill Lynch Retirement Group Experience January 2004 - April 2006
Job Divisional Sales Manager at iShares
Industry Financial Services
Experience
iShares  July 2013 - Present
BlackRock  July 2011 - July 2013
BlackRock Investments   August 2010 - June 2011
TD Wealth Management  September 2009 - August 2010
Merrill Lynch  December 2006 - September 2009
Merrill Lynch Investment Managers/BlackRock   April 2006 - December 2006
Merrill Lynch Retirement Group   January 2004 - April 2006
Safeco  October 2002 - January 2004
TD Waterhouse  May 1999 - October 2002

Skills
Finance, Financial Analysis, Analysis, Investments, Fixed Income, Mutual Funds, Asset Management, Management, Alternative Investments, Credit

Education
Saint Joseph's University - Erivan K. Haub School of Business   2004 — 2009
Masters of Business Administration, Finance

University of North Carolina at Charlotte - Belk College of Business   1994 — 1997
BS Business Administration, Finance/Financial Management

Juliet (Jill) Parsons-Betzel Juliet (Jill) Parsons-Betzel Greater New York City Area Details
Juliet (Jill) Parsons-Betzel's Merrill Lynch Retirement Group Experience November 1996 - October 2002
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  October 2002 - Present
Merrill Lynch Retirement Group   November 1996 - October 2002

Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Series 7, Series 63, 401k, Estate Planning, Wealth Management, Uniform Combined State..., Financial Analysis, Investment Advisory, Financial Modeling, Asset Allocation, Mutual Funds, Alternative Investments, Asset Management, Capital Markets, Employee Benefits, Equities, Finance, Financial Advisory, Financial Markets, Financial Planning, Financial Services, Fixed Income, Management, Options, Portfolio Management, Securities

Education
St. Francis University   1983 — 1987
BS, Business Management

Tallahassee Community College
CFP Designee, Certified Financial Planner

Thomas Applegate, CFA Thomas Applegate, CFA Greater New York City Area Details
Thomas Applegate, CFA's Merrill Lynch Retirement Group Experience July 2005 - November 2007
Job Investment Consultant and MultiAsset Client Portfolio Manager
Industry Investment Management
Experience
Newport Capital Group  February 2015 - Present
Independent Consultant  June 2013 - February 2015
ING Investment Management  November 2007 - June 2013
Merrill Lynch Retirement Group   July 2005 - November 2007
Merrill Lynch Retirement Group   March 2003 - July 2005
Merrill Lynch Retirement Group   January 2001 - March 2003
Merrill Lynch Retirement Group   June 1996 - January 2001

Skills
Investments, Asset Allocation, Pensions, 401k, Defined Benefit, Investment Strategies, Asset Managment, Retirement Plan..., Product Management, Product Development, Series 7, Series 63, Series 24, Asset Management, Alternative Investments, Structured Products, Portfolio Management, Derivatives, Mutual Funds, Capital Markets, Fixed Income, Investment Management, Relationship Management, Retirement, Equities

Education
Muhlenberg College   1980 — 1984
BA, Business, Accounting

James Renitsky James Renitsky Washington Crossing, Pennsylvania Details
James Renitsky's Merrill Lynch Retirement Group Experience October 1996 - April 2005
Job Controller at Barrack, Rodos & Bacine Attorneys at Law
Industry Financial Services
Experience
Barrack, Rodos & Bacine - Attorneys at Law   June 2013 - Present
Bank of America / Merrill Lynch  January 2007 - August 2012
Merrill Lynch Global Private Client  April 2005 - January 2007
Merrill Lynch Retirement Group   October 1996 - April 2005
Merrill Lynch Individual Financial Services   April 1994 - October 1996
Merrill Lynch Bank & Trust Com   July 1990 - April 1994
MLPF&S Accounting   July 1987 - July 1990
Commonwealth Federal Savings Bank   July 1986 - July 1987
PJSC "Deloitte & Touche USC"   September 1983 - July 1986

Skills
Financial Analysis, Forecasting, Finance, Accounting, Budgets, Financial Reporting, Financial Modeling, Auditing

Education
Rutgers, The State University of New Jersey - Rutgers Business School   1982 — 1983
Master of Business Administration, Professional Accounting