Merrill Lynch Wealth Management
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Customer service: 1 (800) 637-7455 Technical support: 1 (888) 656-6546 Headquarters: New York City, NY Parent organization: Bank of America
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Merrill Lynch Wealth Management Employees
Accenture August 2013 - January 2014
Merrill Lynch Wealth Management September 2012 - December 2012
Chinese Student Association - CSUN May 2011 - August 2012
Transamerica Financial Advisors, Inc. February 2012 - May 2012
Arbor Grill Restaurant November 2011 - May 2012
GuoYuan Securities Co., Ltd. July 2011 - August 2011
Volunteer of Income Tax Assistant Program December 2010 - April 2011
Skills
Microsoft Excel, Microsoft Office, Research, PowerPoint, DCF Model, Accretion/Dilution Model, Trading Comps Model, LBO Model, Leadership, Determination, Analytical Skills, Teamwork, Work Ethic, Presentations, High level of initiative, Highly responsible, Independence, Critical Thinking, Efficiency, Positive Personality, Passionate about work, Wealth Management..., Peachtree, Windows 7, Taxwise, Financial Analysis
Education
California State University-Northridge 2008 — 2013
Bachelor of Science (BS), Professional Accountancy and Finance, 3.33
Brown Brothers Harriman July 2013 - Present
Sparetimes Bowling Center July 2010 - May 2013
Standard & Poor's May 2012 - August 2012
Merrill Lynch Wealth Management June 2011 - August 2011
Hampton University September 2009 - May 2010
Rising Stars July 2009 - August 2009
Skills
Microsoft Office, Customer Service, Team Leadership
Education
Hampton University 2009 — 2013
Bachelors of Science, Finance
Merrill Lynch Wealth Management April 2015 - Present
Cheevers, Hand & Angeline August 2002 - April 2015
Morgan Stanley May 1997 - August 2002
Dean Witter/Morgan Stanley July 1985 - May 1997
Skills
Investments, Finance, Life Insurance, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Equities, Portfolio Management, Asset Management, Series 63, Fixed Income, Securities, Investment Advisory, Asset Allocation, Retirement, Alternative Investments, Investment Strategies, Strategic Financial..., Investment Banking
Education
East Stroudsburg University of Pennsylvania 1978 — 1982
Bachelor of Arts (BA), Communication and Media Studies
Susquehanna Community HIgh School 1974 — 1978
Denver January 2011 - October 2015
Wells Fargo Institutional Retirement & Trust March 2014 - September 2015
Merrill Lynch Wealth Management June 2012 - December 2013
Lincoln Financial Group 2003 - 2010
SunAmerica 2001 - 2002
Great-West Life and Annuity Insurance Company 1992 - 2001
Skills
Annuities, Mutual Funds, Licensing, Retirement Planning, Consultative Selling, Employee Benefits, Administration, 401k, Contract Negotiation, Investments, FINRA Series 6, Customer Relations, Risk Management, Annuity, Insurance, Retirement, Series 63, Asset Management, Securities, Plan Design, Compliance, Mentoring, ERISA, Problem Solving, Call Center, Customer Service, Strategic Planning, FINRA Series 7, Fixed Annuities, Series 7, Business Planning, Selling, Asset Managment, FINRA Series 66, Series 6, FINRA, Defined Benefit, Uniform Combined State..., Defined Contribution, Investment Strategies, Profit Sharing, Investment Advisory, Series 65, Pensions, Asset Allocation, IRAs, Variable Annuities, Financial Advisory, Series 24, 401k Rollovers
Education
College of Financial Planning
Chartered Retirement Planning Counselor and Chartered Retirement Plan Specialist
Alpena Community College
Associate of Arts and Sciences (A.A.S.), Business Management
Kenyon College October 2010 - Present
Merrill Lynch Wealth Management June 2012 - August 2012
Meir Kahtan Public Relations May 2011 - August 2011
Education
Kenyon College 2009 — 2013
Bachelor's degree, Economics
Arcadia University - Umbra Institute 2011 — 2012
Bank of America Merrill Lynch June 2015 - August 2015
Emma Kaufmann Camp June 2013 - August 2013
Merrill Lynch Wealth Management May 2013 - August 2013
Hans Tandon May 2013 - June 2013
Luma Restaurant June 2012 - August 2012
Skills
Mathematics, Communication Skills, Statistics, Time Management, PowerPoint, Microsoft Excel, Team Building, Communication, Teamwork
Education
Indiana University Bloomington 2012 — 2017
Master of Business Administration (M.B.A.), 3/2 MBA Program - Financial Analysis
Merrill Lynch Wealth Management February 2012 - Present
Merrill Lynch Wealth Management October 2009 - February 2012
State Street Alternative Investment Solutions November 2008 - August 2009
State Street Alternative Investment Solutions August 2007 - November 2008
Skills
Alternative Investments, Private Equity, Financial Analysis, GAAP, Valuation, 1940 Act Funds, SEC Filings, Financial Reporting, Partnership Tax Returns, Fund Accounting, General Ledger, Cash Management, Fund Administration, Fund Of Funds, Operational Due..., Supervisory Skills, Vendor Relations, Financial Services
Education
Gordon College
Bachelor of Arts (B.A.), Finance and Economics
Rod Miller, CFP, CLU, ChFC October 1984 - Present
Merrill Lynch Wealth Management May 2011 - August 2012
National Financial Partners October 1994 - May 2011
Prudential Financial October 1984 - October 1994
Skills
Estate Planning, Retirement, Investments, Wealth Management, Business, Strategic Financial..., Financial Services, Retirement Planning, Fixed Annuities, Insurance, Life Insurance, Asset Managment, Executive Benefit..., Variable Products, Hold Series 7, Risk Tolerance, SEP IRA, 401k Rollovers, Traditional IRA, Keoghs, Key Person Protection, Simple Plans, Roth IRA, College Savings Plans, Tax Free Income, Indexed Annuities, Wealth Accumulation..., Buy-Sell, Estate Preservation, LUTCF, Professional..., CLU, ChFC, Certified Financial..., Individual Pension Plans, Holistic Financial..., Protection..., Multi-generational..., Saving for Education, Education Funding, Gifting Strategies, Charitable Trusts, Charitable Remainder..., Charitable Gift Planning, Donor Advised Funds, Gift Planning, Irrevocable Life..., Limited Partnerships, Tax Shelters, Financial Advisory
Education
The American College 1984 — 1992
CFP, ChFC, CLU, Financial Services
Drury University
Logan Rogersville
Southwest Missouri State University
Accounting
Merrill Lynch Wealth Management October 2014 - Present
Wells Fargo Advisors, LLC June 2012 - October 2014
Fisher Communications July 2008 - May 2012
CBS Radio Seattle 2006 - 2008
Bonneville 2004 - 2005
Arizona State University 2002 - 2005
Education
Arizona State University 2002 — 2005
Journalism and Mass Communication
Creations Fine Jewelry N’ Things 2008 - Present
Real Estate 2004 - Present
Merrill Lynch Wealth Management September 2011 - May 2012
Reliant 2011 - 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Video Editing, Graphic Design, Creativity, PowerPoint, Photography, Public Speaking, Sales, Marketing, Customer Service, Public Relations, Time Management, Social Media, Social Networking, Teamwork, Event Management, Social Media Marketing, Advertising, Photoshop, Financial Analysis, Marketing Strategy, Outlook, Marketing Communications, Real Estate, Editing, Budgets, Management, Risk Management, Data Analysis, Market Research, Accounting, Analysis, QuickBooks, Windows, Finance, Data Entry, Team Building, Sales Management
Education
Gemological Institute of America 2015 — 2015
Graduate Gemologist & Accredited Jewelry Professional, Jewelry
University of St. Thomas (TX) 2009 — 2014
Master of Business Administration (M.B.A.), International Business
Macy's November 2013 - November 2014
Indiana University - Intensive Freshman Seminar July 2013 - August 2014
Indiana University - Introductory Textile Science Lab January 2014 - July 2014
Alternative Break Program January 2014 - January 2014
Kelley Living Learning Center August 2012 - September 2013
Project Jamaica: Service Trip June 2013 - June 2013
TedxBloomington: What Goes ‘Round February 2013 - April 2013
Merrill Lynch Wealth Management May 2012 - August 2012
Wild River Nursery February 2012 - July 2012
Marsh Supermarkets January 2009 - January 2012
Skills
Customer Service, Leadership, Public Speaking, Microsoft Excel, Teamwork, Marketing, Event Planning, Microsoft Office, Social Media, PowerPoint, Communication, Process Efficiency, Social Media Marketing, Management, Research, Sales, Event Management, Recruiting
Education
Indiana University Bloomington 2012 — 2015
Bachelor's Degree, Apparel Merchandising. Minors: Psychology, Business, Marketing
Hamilton Southeastern High School 2008 — 2016
Academic Honors Diploma
Ambulife Ambulance Company April 2015 - Present
Moorpark Unified School District August 2014 - April 2015
Enterprise Rent-A-Car May 2013 - August 2014
Enterprise Rent-A-Car August 2011 - August 2014
Merrill Lynch Wealth Management January 2011 - May 2011
My Brain Tune February 2010 - June 2010
Ronald Reagan Presidential Library January 2009 - July 2009
Acorn Hotel Company November 2007 - July 2008
Freeman and Associates Tax Agency February 2007 - May 2007
National Park Services May 2006 - August 2006
Skills
Life and Health..., Excel, Microsoft Office, Customer Relations, Word, Outlook, Facebook, Social Media, Microsoft Word, Microsoft Excel, Customer Service, Market Research, Management, Marketing Strategy, Sales, Team Leadership, CRM, Cold Calling, Sales Management
Education
California Lutheran University 2007 — 2011
B.S, Business Administration
UBS Financial Services, Inc. October 2011 - Present
Merrill Lynch Wealth Management May 2006 - October 2011
Smith Barney July 1995 - May 2006
Education
The University of Chicago - Booth School of Business 2011 — 2012
Certified Private Wealth Advisor, CPWA®, Executive Education
Rainmaker U 2006 — 2009
College for Financial Planning 1999 — 2001
Denver, CO, CFP®
California State University-Long Beach - College of Business Administration 1993 — 1996
BS, Finance
Patrick Henry High School, San Diego, CA 1988 — 1991
Merrill Lynch Wealth Management September 2013 - Present
Merrill Lynch Private Banking & Investment Group January 2009 - September 2013
Citigroup Global Markets June 2007 - December 2008
Citigroup Global Markets June 2006 - August 2006
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
Bachelor of Science (B.S.), Business Administration - Finance and Accounting Concentrations
Ameriprise Financial Services, Inc. August 2014 - Present
Merrill Lynch Wealth Management October 2012 - June 2014
Education
Temple University - Fox School of Business and Management 1996 — 1998
MBA, Executive MBA
College for Financial Planning 2013 — 2013
CRPC, Chartered Retirement Planning Counselor
College for Financial Planning 1986 — 2015
CFP, Certified Financial Planner
Rutgers University-New Brunswick 1979 — 1983
BA, Business Administration
Citi Private Bank September 2015 - Present
Citigold Private Client August 2014 - September 2015
Citigold International January 2014 - July 2014
Merrill Lynch Wealth Management May 2012 - December 2013
Citibank N.A. May 2011 - May 2012
Citibank N.A. December 2006 - May 2011
CitiMortgage Inc. December 2005 - December 2006
Skills
Financial Services, Portfolio Management, Sales, Customer Service, Investments, Banking, Leadership, Series 7, Series 66, Finance, Loans, Management, Relationship Management, Wealth Management, Mortgage Lending, Credit, Consumer Lending, Retail Banking, Loan Origination
Education
Fairfield University 2001 — 2005
BS, Business Management
Marymount School of New York 1995 — 2001
Financial Life Focus, LLC March 2012 - Present
Merrill Lynch Wealth Management February 2008 - December 2011
Bear Stearns & Co, Inc. September 1994 - February 2008
Bear Stearns International, Ltd. London September 1988 - June 1994
Smith Barney, Harris Upham & Co., Inc. September 1983 - July 1988
Rotan Mosle, Inc. May 1978 - July 1983
Skills
Private Wealth..., Financial Planning, Retirement Planning, Series 65, Series 7, Financial Markets, Investments, Portfolio Management, Asset Allocation, Equities, Mutual Funds, 401K - Defined..., 529 - College Savings..., Annuities, Life Insurance, Social Security Planning
Education
Harvard University 1968 — 1972
BA, Economics
The College for Financial Planning
Chartered Retirement Planning Counselor - CRPC
Groton School 1963 — 1968
IBM Global Business Services August 2014 - Present
Merrill Lynch Wealth Management February 2013 - May 2014
Olympic Steel June 2013 - August 2013
Midwest Campers, Inc. June 2012 - August 2012
Midwest Campers, Inc. June 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Hebrew, Research, Public Speaking, SPSS, ServSafe, SAS, R, Innovation Consulting, Information Technology, Application Management..., Social Media, Enterprise Mobility
Education
Columbia University in the City of New York 2012 — 2014
Bachelor of Arts (B.A.), Economics
Yeshiva University 2010 — 2012
Merrill Lynch Wealth Management October 2011 - Present
Education
Duke University
BA, History; Business Certificate in Management and Marketing
Georgia State University
MBA, Concentration in Economics
merrill lynch wealth management September 2013 - Present
Bennett College 2007 - 2012
North Carolina African-American Historical and Geological Society August 2011 - December 2011
Greensboro Historical Museum September 2010 - February 2011
Panera Bread September 2005 - November 2010
Williams Medical Associates May 2008 - August 2009
Black Child Development Institute of Greensboro November 2007 - November 2008
Eden Institute School for Autism January 2007 - June 2007
Skills
Research, Public Speaking, Non-profits, Event Planning, Community Outreach, Microsoft Office, Social Media, Customer Service, Teaching, Fundraising, Higher Education, Public Relations, PowerPoint, Grant Writing, Editing, Management, Training
Education
Bennett College for Women 2007 — 2012
Bachelor of Arts & Sciences in Interdisciplinary Studies, History
WWP-South 2003 — 2007
High School Diploma
Merrill Lynch Wealth Management March 2013 - Present
Sunyata Global Value LLC January 2012 - October 2012
Persistency Capital, LLC December 2004 - December 2011
NYSSA July 2005 - June 2008
RBC Capital Markets September 2000 - December 2004
Skills
Wealth Management, Investment Strategies, Hedge Funds, Private Equity, Risk Management, Alternative Investments, Derivatives, Asset Allocation, Financial Planning, Investments, Portfolio Management
Education
Florida Atlantic University
B.B.A. Marketing, Magna Cum Laude
Merrill Lynch Wealth Management June 2015 - Present
World First November 2014 - June 2015
J.P. Morgan April 2014 - October 2014
PNC Bank September 2013 - April 2014
Skills
Customer Service, Banking, Relationship Management, Credit, Sales, Cross Selling, Cold Calling, Financial Analysis, Retail Banking, Credit Cards, Financial Services, Foreign Exchange Risk..., Foreign Exchange, Foreign Exchange..., Series 7
Education
Christendom College 2007 — 2012
Bachelor of Science (BS), Political Science and Economics
Seton High School
Commonwealth of Pennsylvania September 2012 - Present
UFinancial Group May 2012 - September 2012
Merrill Lynch Wealth Management September 2009 - March 2012
Western & Southern Financial Group March 2007 - March 2009
United States Army Reserve April 1999 - February 2009
The Princeton Review May 2005 - January 2007
Badger Sports Complex 1999 - 2003
Skills
Investments, Team Building, Customer Service, Insurance, Management, Training, Recruiting, Staff Development, Strategic Planning, Finance, Budgets, Marketing, Process Improvement, Microsoft Excel, Leadership, Change Management, Logistics, Teaching, Operations Management
Education
Penn State University 2010 — 2013
Master's, Business Administration
College For Financial Planning 2010 — 2011
CRPC, Chartered Retirement Planning Counselor
East Carolina University - College of Business 2005 — 2008
Master's, Business Administration
University of Wisconsin-Madison 1998 — 2001
Bachelor's of Science, Kinesiology
BFS Capital October 2012 - Present
Bloomingdale’s November 2009 - February 2014
Merrill Lynch Wealth Management April 2011 - August 2011
Adecco Group April 2008 - August 2008
Oakland Park April 2006 - August 2006
The Fresh Market August 2004 - August 2005
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Project, Marketing, Leadership, Analysis, Microsoft Office, MS Project, Banking, Loans, Investments, Outlook, Customer Service, Finance, Teamwork, Sales, Financial Risk, Portfolio Management
Education
Florida Atlantic University
Master of Business Administration
University of Central Florida
Bachelor of Science, Business Administration General Business
Bank of the West 2012 - Present
Merrill Lynch Wealth Management May 2009 - April 2011
Merrill Lynch Wealth Management 2011 - 2011
Fairleigh Dickinson University 2008 - 2010
Bank of America 2006 - 2009
PNC Financial Services 2004 - 2006
TPS Brokerage / Roster Financial 2002 - 2004
American Express Financial Advisors 2000 - 2002
Franky's 1999 - 2001
Franky's 1999 - 2001
Skills
Certified Financial..., Retirement Planning, Series 7, Investments, Mortgage Lending, Loans, Wealth Management, Investment Management, Series 63, Estate Planning, Strategic Financial..., Mutual Funds, Asset Allocation, Asset Managment, Retirement, Securities, Fixed Annuities, Credit, Portfolio Management, Banking, Cash Management, Asset Management, Credit Analysis, Financial Planners
Education
Harvard University, John F. Kennedy School of Government 2013 — 2013
Executive Education Certificate in Investment Decisions and Behavioral Finance, Behavioral Finance
California State University-Chico 1992 — 1996
BA, Urban and Economic Geography
Capco January 2015 - Present
International Fund Services (NA) LLC, A State Street Company March 2013 - December 2014
Bloomberg LP January 2012 - February 2013
Merrill Lynch Wealth Management February 2011 - May 2011
Suplee, Clooney, & Company May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Data Analysis, Economics, Microsoft Word, Microsoft Office, Finance, Presentation Skills, Analysis
Education
Fairfield University 2007 — 2011
B.S., Finance & Accounting
GAMCO Investors, Inc. June 2015 - Present
Merrill Lynch Wealth Management May 2014 - August 2014
Employee Retirement System of Rhode Island May 2014 - August 2014
Poq Studio June 2013 - August 2013
Skills
Microsoft Excel, Finance, Financial Modeling, Data Analysis, Financial Analysis, Accounting, Fantasy Football, Leadership, Sales, Writing, Marketing Communications, E-commerce, Marketing, PowerPoint, Social Networking, Social Media, Entrepreneurship, Microsoft Word, Public Speaking, SEO, Research, Market Research
Education
Babson College 2011 — 2015
Bachelor of Business Administration (BBA), Economics, Finance
The London School of Economics and Political Science (LSE) 2013 — 2013
Econometrics and Quantitative Economics
UCL 2013 — 2013
Economics; European Culture, Languages and Society
Merrill Lynch Wealth Management August 2012 - Present
The PGA of America June 2007 - 2012
The PGA of America October 2003 - May 2007
Skills
Sports Marketing, Hospitality, Sponsorship, Online Marketing, Brand Management, Financial Management, Data Analysis, Database Management, Project Management, Wealth Management..., Investments, Strategic Financial..., Equities, Fixed Income, Life Insurance, Retirement Planning, 401k, 401k Rollovers, Financial Analysis, Strategic Planning, Marketing, Leadership, Business Development, Budgets, Wealth Management, Asset Allocation, Series 7, Managerial Finance, Event Management, Event Planning, Marketing Strategy, Financial Planning
Education
Florida Atlantic University
Bachelor of Business Administration (B.B.A.) in Managment
Atrium Staffing January 2014 - Present
Merryfield Barnes Investment Advisors May 2012 - August 2013
Merryfield Barnes Investment Advisors January 2012 - May 2012
Ithaca College May 2011 - May 2012
Ithaca College September 2009 - May 2012
Merrill Lynch Wealth Management August 2011 - December 2011
Merrill Lynch May 2011 - August 2011
Attend National Charity January 2011 - May 2011
Unemployment Insurance Appeal Board (N.Y.S. Department of Labor) May 2010 - August 2010
Syracuse University: Carrier Dome August 2003 - August 2008
Skills
Finance, Recruiting, Permanent Placement, Sourcing, Microsoft Excel, Leadership, Financial Analysis, Equities, Wealth Management, Microsoft Office, Portfolio Management, Screening Resumes, Investment Strategies, Investments, Valuation, Mutual Funds, Financial Advisory, PowerPoint, Investment Advisory, Executive Search, Outlook, Bloomberg, Wealth Management..., Bloomberg Terminal, Relationship Management, Investment Management, Wealth Preservation..., Morningstar, Thompson One, Access, Social Media, Analysis, Strategic Financial..., Asset Allocation, Thomson One
Education
Ithaca College 2008 — 2012
Business Administration
Ithaca College London Center 2011 — 2011
MGR Financial Management / LPL Financial April 2013 - Present
Merrill Lynch Wealth Management August 2010 - April 2013
David Lerner Associates, Inc. September 2009 - August 2010
US Mortgage Group January 2004 - September 2009
Skills
Series 7, Retirement Planning, Investments, IRAs, Credit, Series 63, Financial Advisory, Mutual Funds, Wealth Management, Portfolio Management, Finance, Investment Strategies, Asset Management, Series 65, Financial Services, Estate Planning, Insurance, Management, Strategic Financial..., Securities, Financial Planners, Investment Advisory, Retirement, Loans, Asset Allocation, 401k, Life Insurance, Equities, Fixed Annuities, Alternative Investments, Pensions, Wealth Accumulation, Disability Insurance, Mortgage Lending
Education
Art Institute of Philadelphia 2002 — 2004
Marketing, Fashion Marketing
Colonial Life June 2012 - Present
Merrill Lynch Wealth Management October 2011 - April 2012
Dalbey Education Institute September 2006 - July 2011
Colonial Supplemental Insurance 1994 - 2006
Skills
Disability Insurance, Payroll, Professional Liability, Health Care Reform, Strategic Financial..., Talent Acquisition, Life Insurance, Health Insurance, New Business Development, Sales, Fixed Annuities, Brokers, Insurance, Strategic Planning, Employee Benefits, Long-term Care, Leadership, 401k, Term Life Insurance, Training
Education
California State University-Sacramento
BS, Real Estate & Finance
BB&T Scott & Stringfellow 2014 - Present
Merrill Lynch Wealth Management 2012 - 2014
D. Scott Neal, Inc. 2010 - 2012
Skills
Banking, Strategic Financial..., Credit, Financial Analysis, Credit Analysis, Customer Service, Public Speaking, Leadership Development, Event Planning, Leadership, Finance, Wealth Management, Mutual Funds
Education
The University of Edinburgh 2007 — 2008
MTh
Cincinnati Christian University 2000 — 2007
BA
Merrill Lynch Wealth Management March 2012 - Present
R.W. Pressprich & Co. October 2009 - March 2012
Trident Capital Group, LLC June 2008 - October 2009
Société Générale Corporate and Investment Banking 1995 - 2008
Société Générale 1995 - 2008
SG COWEN SECURITIES CORPORATION 1995 - 2008
Citicorp 1985 - 1995
Citigroup 1985 - 1995
Dean Witter 1981 - 1985
Skills
Fixed Income, Portfolio Management, Money Market, Structured Products, ABS, Capital Markets, Investments, Hedge Funds, Structured Finance, Securities, Bonds
Education
Fordham University
Harriet Fulbright College March 2011 - January 2012
Merrill Lynch Wealth Management November 2010 - February 2011
Hanyang Phonetics and Psycholinguistics Laboratory March 2009 - November 2009
Education
Hanyang University 2006 — 2012
Bachelor of Arts (B.A.), English Language and Literature, Interpretation&Translation in English and Korean
Hanyang University
English & International Communication
Kaplan Aspect College
Northern Virginia Community College
Beta Calum, LLC November 2012 - Present
Self -Employed August 2010 - Present
ProSource Solutions October 2010 - August 2011
The Marlene Ericca Empowering Workshops July 2010 - September 2010
Merrill Lynch Wealth Management July 2009 - September 2009
Galletera Carabobo June 2005 - January 2007
Galletera Carabobo April 2003 - May 2005
Konie Cups International, Inc. May 2000 - January 2003
Skills
Strategic Planning, Analysis, Business Planning
Education
Nova Southeastern University 2007 — 2009
MBA, Entrepreneurship and Finance
Boston University 1995 — 1999
B.A, Economics
Boston University - School of Management 1995 — 1999
Minor in Business Administration
Boston University College of Arts & Sciences 1995 — 1999
Minor in Art History
Florida Atlantic University
Six Sigma Green Belt certification
Merrill Lynch Wealth Management January 2002 - Present
RR Donnelley 1988 - 1999
Skills
Wealth Management, Series 7, Retirement Planning, Alternative Investments, Asset Allocation, Investments, Investment Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1995
MBA, Marketing
Rochester Institute of Technology 1983 — 1988
BS, Industrial Engineering
Merrill Lynch Wealth Management 2006 - Present
Sugarmill Storage October 2005 - Present
Trinity Land Development, LLC April 2004 - Present
SunTrust Bank August 1995 - April 2004
Skills
Investments, Wealth Management, Finance, Financial Advisory, Wealth, Portfolio Management, Strategic Financial..., Employee Benefits, Real Estate, Succession Planning, Business Planning, Estate Planning, Credit, Insurance, Mortgage Lending, Strategic Planning, Credit Analysis, Strategy, Loans, Small Business, Sales Management, Project Management, Funding, Underwriting, Leadership Development, Microsoft Office, Microsoft Excel, Customer Service, Small Business Lending, Banking, Change Management, Account Management, Management, PowerPoint, Analysis, Commercial Banking, Recruiting, Consumer Lending, Business Analysis, 401k, Financial Analysis, Leadership, Financial Planning
Education
College for Financial Planning 2012 — 2012
Chartered Retirement Plans Specialist, Corporate Retirement Savings Plans
College for Financial Planning 2007 — 2008
Chartered Retirement Planning Counselor, Financial Planning
Florida State University - College of Business 1987 — 1990
Bachelor of Science, Finance
Abbott Vascular July 2011 - Present
Ernest Gallo Clinic & Research Center July 2006 - July 2011
Ernest Gallo Clinic and Research Center May 2004 - July 2006
ecMarkets October 2002 - May 2004
Merrill Lynch Wealth Management July 2000 - December 2002
Education
University of California, San Diego
Bachelor of Science (B.S.)
Chapman University 2008 — 2009
Master of Arts (M.A.)
Dynasty Financial Partners January 2015 - Present
Elite Practice Management December 2013 - December 2014
Merrill Lynch Wealth Management July 2009 - April 2013
Merrill Lynch August 2007 - July 2009
Merrill Lynch February 2005 - August 2007
Merrill Lynch January 1999 - August 2007
Merrill Lynch July 2001 - February 2005
Willis Faber North America, Inc. March 1997 - February 1998
E.W. Blanch Company June 1995 - February 1997
Education
Hampden-Sydney College 1989 — 1994
Bachelor of Science (B.S.)
The Episcopal Academy 1985 — 1989
High School
U.S. Trust January 2015 - Present
Drexel University's LeBow College of Business September 2013 - Present
Merrill Lynch Wealth Management June 2011 - January 2015
ideametrics, LLC July 2008 - September 2014
Cigna 2009 - 2011
Skills
Wealth Management, Finance, Series 7, Fixed Annuities, Small Business, Financial Analysis, Strategic Financial..., Accounting, Employee Benefits, Financial Modeling, Investments, Portfolio Management, Mutual Funds, Equities, Financial Planning, Financial Advisory, Management, Risk Management
Education
Drexel University 2009 — 2010
Master of Business Administration (M.B.A.), Accounting
Drexel University 2005 — 2009
Bachelor of Science in Business Administration, Finance and Accounting
Citi June 2015 - Present
Merrill Lynch Wealth Management May 2014 - August 2014
Technology Professionals Hawaii May 2013 - August 2013
Skills
Microsoft Office, Event Planning, Business Strategy, Product Development, Construction, Hardware Installation, Team Motivation
Education
Lehigh University 2012 — 2016
B.S. I.B.E: Finance & B.S. Industrial Engineering,, Integrated Business and Engineering Honors Program (Finance and Industrial Engineering), Junior
Bank of America June 2011 - Present
Perella Weinberg Partners May 2010 - May 2011
Bank of America March 2010 - May 2010
Merrill Lynch Wealth Management September 2009 - March 2010
Merrill Lynch January 2006 - September 2009
Mekeata Mortgage Company January 2006 - January 2007
Verint Video Solutions January 2005 - January 2006
Law Office of F.K.B January 2002 - January 2005
North Fork Bank May 2002 - August 2002
J. P. Morgan Chase May 2001 - August 2002
Skills
Credit, Human Resources, Portfolio Management, Management, Event Planning, Software Documentation
Education
Adelphi University 2008 — 2009
M.B.A., Finance and HR
Hofstra University 2000 — 2005
B.B.A., Marketing, Int'l Business
MERRILL LYNCH WEALTH MANAGEMENT June 2014 - August 2014
Albert Acquah and Associates October 2013 - June 2014
THE AFRICA SOCIETY June 2009 - August 2009
Skills
Accounting, Financial Accounting, Financial Reporting, Microsoft Excel, Auditing, Tax, QuickBooks, Microsoft Word, Internal Controls, Account Reconciliation, Accounts Payable
Education
George Mason University 2010 — 2014
Bachelors Degree, Accounting
Howard University 2009 — 2010
MBS Source, LLC March 2011 - Present
Ridgeway & Conger, Inc. July 2011 - June 2015
Merrill Lynch Wealth Management May 2007 - March 2011
CIBC World Markets January 2007 - April 2007
CIBC World Markets June 2003 - January 2007
CIBC World Markets March 2002 - June 2003
Deutsche Bank May 2000 - March 2002
Education
Seattle University 2007 — 2011
MBA, Albers School of Business and Economics
Brigham Young University 1993 — 2000
BS, Finance
Inglemoor High School 1990 — 1993
Merrill Lynch Wealth Management April 2014 - Present
Bank of America April 2014 - Present
Bloomberg LP October 2012 - April 2014
Bloomberg LP September 2012 - March 2014
Bloomberg L.P March 2012 - September 2012
Bloomberg L.P. August 2011 - March 2012
National Australia Bank September 2010 - December 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Risk Management, Wealth Management, Microsoft Excel, Technical Analysis, Sales, Foreign Exchange, Marketing, Derivatives, Options Strategies, Equity Derivatives, Equity Trading, Bloomberg, Fixed Income, Account Management, Trading, Capital Markets, Portfolio Management, Alternative Investments, Options, FX Options, Bonds, Valuation, Securities, Commodity, Hedge Funds
Education
Boston University
Bachelor of Arts, Economics & International Relations
Merrill Lynch Wealth Management March 2014 - Present
PNC Wealth Management July 2008 - March 2014
AXA Equitable 2006 - May 2008
Skills
Series 7, Series 66, Wealth Management, Securities, Strategic Financial..., Financial Analysis, Consumer Lending, Retirement Planning, Investments, Portfolio Management, Asset Management, Banking, Credit, Finance, Financial Planning, Leadership, Management, Asset Allocation
Education
Eastern Michigan University 2009 — 2012
Master of Business Administration (M.B.A.), Finance
University of Michigan 2001 — 2005
Bachelor of Arts (B.A.), History
Merrill Lynch Wealth Management 2009 - Present
Deutsche Asset Management 1997 - 2009
Federal Reserve Bank of New York 1993 - 1996
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Investment Strategies, Series 7, Quantitative Analysis, Portfolio Management, Asset Management, Wealth Management, Investments, Due Diligence, Fund Of Funds, Series 66, Liquid Alternatives, Fixed Income, Quantitative Analytics, Investment Management, Asset Managment, Equities, Bloomberg
Education
Cornell University
BA (Phi Beta Kappa), Economics
Cornell University - Johnson Graduate School of Management
MBA, Finance
Bank of America Merrill Lynch February 2014 - Present
Merrill Lynch Wealth Management October 2010 - January 2014
Skills
Risk Management, Customer Service, Securities, Banking, Financial Services, Microsoft Office, Microsoft Excel, Credit, Investments, Social Media, Financial Analysis, Trading, Equities, Finance
Education
Indiana University of Pennsylvania 1999 — 2004
Journalism, Public Relations/Image Management
david french & associates May 2015 - Present
Boston Private Bank May 2013 - February 2015
Cambridge Savings Bank 2012 - 2013
Symetra Financial 2010 - 2011
Columbia Futures Group 2010 - 2010
Merrill Lynch Wealth Management 2008 - 2008
Skills
Data Analysis, Monte Carlo Simulation, Financial Modeling, Equity Valuation, Market Research, Underwriting, Credit Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2012
Master of Science in Finance, Finance
Seattle University-Albers School of Business and Economics 2007 — 2010
Bachelor of Business Administration (BBA), Finance and Economics
Grant Thornton LLP August 2014 - Present
Grant Thornton LLP August 2012 - July 2014
Merrill Lynch Wealth Management January 2011 - May 2011
JAM_P_P_S_LLC January 2006 - January 2010
Skills
Financial Analysis, Internal Audit, Consulting, Internal Controls, Project Management, Loans, Risk Management
Education
The Citadel 2008 — 2012
Undergraduate, Accounting
Universidad de Alcalá 2011 — 2011
Summer Program, Spanish
James Cook University 2010 — 2010
Merrill Lynch Wealth Management May 2014 - Present
Skills
Investment Advisory, Portfolio Performance..., General Securities..., Wealth Preservation..., Wealth Management..., Dynamic Asset Allocation, Holistic Financial..., Income Protection, Investment Policy..., Series 7, Marketing, Wealth Management
Education
United States Naval Academy 1996 — 2000
Economics
California State University-San Bernardino 2008 — 2010
Business Management & Finance
Valpak March 2015 - Present
Merrill Lynch Wealth Management October 2014 - February 2015
Palm Valley Fish Camp July 2014 - October 2014
Redstone Law Group January 2014 - May 2014
Kilwins Chocolates Franchise, Inc. May 2013 - August 2013
Skills
Social Media, Blogging, Customer Service, Event Planning, Marketing, Newsletters, Social Networking, Marketing Communications, Social Media Marketing, Time Management, Email Marketing, Sales, Facebook, Public Speaking, Leadership
Education
Florida State College at Jacksonville 2010 — 2014
Bachelor of Science (B.S.), Converged Communications
Florida State College of Jacksonville
Bachelor of Arts, Converged Communications; Advertising
Nomura Securities January 2015 - Present
RBS Markets & International Banking June 2013 - December 2014
Morgan Stanley April 2012 - August 2013
PSFCU November 2011 - April 2012
Merrill Lynch Wealth Management June 2011 - July 2011
UBS Financial Services January 2011 - May 2011
Skills
Bloomberg, Equities, Trading, Fixed Income, Hedge Funds, Options, Capital Markets, Financial Markets, Investment Banking, Series 7, Securities, Bloomberg Terminal, Financial Modeling, Alternative Investments, Investments, Asset Management, Risk Management, Portfolio Management, Valuation, Mutual Funds
Education
Bernard M. Baruch College, Zicklin School of Business New 2011 — 2019
Bachelors, Business Administration; Finance and Investments Economics
City University of New York-Baruch College 2008 — 2011
BA, Finance and Investments
Merrill Lynch Wealth Management April 2011 - Present
Merrill Lynch Wealth Management 2006 - 2011
Merrill Lynch Wealth Management 2000 - 2006
Merrill Lynch Wealth Management 1995 - 2000
Merrill Lynch Wealth Management 1989 - 1995
John L. Alcock Insurance Agency 1986 - 1989
KPMG 1984 - 1986
Alvarez & Ferraro, CPAs 1983 - 1984
Education
Florida State University - College of Business 1980 — 1982
B.S. in Accounting, Accounting
Merrill Lynch Wealth Management December 2014 - Present
Skills
Time Management, Public Speaking, Nonprofits, Event Planning, Management, Social Media, Microsoft Office, Facebook, Advertising, Legal Research, Legal Writing, Entrepreneurship, Account Management, Social Media Marketing, PowerPoint, Fundraising, Customer Service, Public Relations, Microsoft Word, Microsoft Excel, Non-profit Organizations, Corporate Finance, LexisNexis, Westlaw, Bloomberg, Business Valuation
Education
Wayne State University Law School 2012 — 2014
Juris Doctor (J.D.)
Stetson University College of Law 2011 — 2012
Ferris State University 2007 — 2011
Bachelor of Science
University of Michigan 2006 — 2007
Barclays July 2015 - Present
Barclays June 2014 - Present
Smart Woman Securities August 2013 - January 2015
Student Managed Investment Fund January 2014 - December 2014
Merrill Lynch Wealth Management April 2013 - August 2013
Joffrey Ballet, Hubbard Street Dance Chicago, Les Grands Ballets de Montreal (seasonal) 2006 - 2011
Joffrey Ballet School August 2009 - May 2010
Skills
Finance, Analysis, Report Writing, Economics, Learning Quickly, Research, Strategy, Adaptability, Classical Ballet, Fluent Spanish, Creative Problem Solving, Versatility, Alternative Investments
Education
Fordham University Gabelli School of Business 2012 — 2015
Bachelor of Science (B.S.), Finance, GPA: 3.95/4.00, Minors: Economics, Spanish
Loyola University of Chicago 2011 — 2012
The Forbes Thompson Wealth Management Group of Wells Fargo Advisors, LLC March 2012 - Present
Merrill Lynch Wealth Management February 2008 - March 2012
AOL 1999 - 2007
Skills
Investments, Retirement Planning, Strategic Planning, Financial Advisory, Asset Allocation, Philanthropy, Concentrated Stock..., Estate Planning..., Management, Marketing, Strategy, Finance, Portfolio Management, Wealth Management
Education
American University - Kogod School of Business 2005 — 2007
Economics
University of Arizona 1999 — 2003
Systems Engineering
Folger Hill Asset Management LLC April 2015 - Present
Barclays Investment Bank November 2013 - April 2015
Royal Bank of Scotland July 2012 - November 2013
FMB Mulching May 2010 - July 2012
Royal Bank of Scotland June 2011 - August 2011
Huntington Bank June 2010 - August 2010
Merrill Lynch Wealth Management January 2010 - May 2010
Georgetown University August 2009 - January 2010
Skills
Investments, Technology, Mobile Payments, Chartered Financial..., NFC, EMV, Accounting, Finance, Investment Banking, Financial Modeling, Valuation, Credit Analysis, Debt Restructuring, Bloomberg, Behavioral Finance, Psychology, Corporate Finance, Research, Financial Analysis, Nonprofits, Financial Advisory, Banking, Fixed Income, Equities, Capital Markets, Bloomberg Terminal, Due Diligence, Equity Research, Strategy, Financial Markets, Business Valuation, Project Finance, Microsoft Excel, Competitive Analysis, Financial Statement..., Semiconductors, Semiconductor Industry, Series 79, Series 63, Smartphones, Bluetooth Marketing
Education
Georgetown University 2008 — 2012
Bachelor of Science, Business Administration
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science
Saint Ignatius High School 2004 — 2008
Bachelor's degree
Merrill Lynch Wealth Management October 2013 - Present
UBS Financial Services Inc. February 2007 - October 2013
Education
Harvard Business School
M.B.A.
University of Pennsylvania
B.A., History
Wharton School, University of Pennsylvania
B.S. Economics
Rolls-Royce September 2012 - October 2014
Rolls-Royce December 2011 - August 2012
UHNAWMBA May 2011 - May 2012
Merrill Lynch Wealth Management July 2011 - August 2011
Comercial M & B August 2000 - July 2009
Skills
Analysis, Data Analysis, Business Analysis, Financial Analysis, Management, Leadership, Microsoft Excel, Bilingual, Marketing, Finance, Organizational Design, Program Management, Human Resources, Corporate Finance, Team Leadership, Budgets, PowerPoint, Sales, Teamwork, Process Improvement, Training, Project Management, Salesforce.com, SAP Crystal Dashboard..., Business Modeling, Interpersonal..., Public Speaking, CRM
Education
University of Houston, C.T. Bauer College of Business 2010 — 2012
Master of Business Administration, Managerial Decision Making Certificate
Universidad Tecnológica Centroamericana 2002 — 2005
Master's in Finance
Universidad de San Pedro Sula 1998 — 2002
Bachelor of Business Administration (BBA)
Ring Power Corporation June 2013 - Present
Ring Power Corporation May 2011 - Present
Merrill Lynch Wealth Management January 2011 - April 2011
St. Johns County Airport Authority April 2010 - July 2010
Kenya June 2007 - October 2007
North Georgia Pecan October 2006 - January 2007
Jacksonville Auto Auction April 2005 - August 2005
Jacksonville Auto Auction January 2000 - June 2004
Skills
Sales, Microsoft Office, Customer Service, Strategic Planning, Sales Management, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, New Business Development, Outlook, Event Planning, Team Building, Negotiation, Budgets, Marketing Strategy, Research, Management, Time Management, Leadership, Inventory Management, Process Improvement, Retail, Advertising, Market Research, Project Management, Financial Analysis, Social Media Marketing, Project Planning, Account Management, Marketing, Contract Negotiation, Event Management, Marketing Communications, Customer Satisfaction, Public Relations, Logistics, Public Speaking, Operations Management, Team Leadership, Training, CRM, Analysis, Sales Operations, Pricing, Purchasing, Social Networking, Teamwork, Coaching, Forecasting
Education
Jacksonville University 2014 — 2016
Master of Business Administration (M.B.A.)
Jacksonville University- Davis College of Business 2008 — 2011
Aviation Management- Business Management focused in Aviation
Merrill Lynch Wealth Management October 2010 - Present
Morgan Stanley Smith Barney January 2007 - October 2010
New England Financial January 2004 - January 2007
WM Financial Services 2002 - 2003
Wells Fargo Investments 1998 - 2001
Wells Fargo Bank 1994 - 1997
Skills
Wealth Management, Financial Planning, Investments, Retirement Planning, Asset Management, Strategic Financial..., Asset Managment, Financial Advisory, Finance, Portfolio Management, Retirement, Financial Services, Wealth Management..., Wealth, Asset Allocation, Small Business
Education
University of Redlands 2004 — 2006
MBA, Finance Emphasis
San Diego State University-California State University
BS, Business Finance
California Polytechnic State University-San Luis Obispo
Aeronautical Engineering
Mt. Carmel High School
Diploma
Merrill Lynch Wealth Management December 2014 - Present
U.S. Trust, Bank of America Private Wealth Management October 2013 - December 2014
U.S. Trust, Bank of America Private Wealth Management March 2012 - October 2013
Skills
Wealth Management..., Wealth Management, Private Banking, Estate Planning, Trusts, Banking, Investment Management, Asset Allocation, Financial Analysis
Education
California Western School of Law 2006 — 2009
Juris Doctor
University of Arizona 1999 — 2003
B.A., Economics & Spanish Literature
Saratoga High School
Next Capital Management LLC June 2013 - January 2015
Next Capital Management May 2012 - June 2013
Merrill Lynch Wealth Management November 2011 - March 2012
826NYC/Brooklyn Superhero Supply Company January 2011 - May 2011
Griffis & Associates May 2009 - August 2009
Skills
Microsoft Office, Bloomberg
Education
New York University 2009 — 2012
BA, Economic Policy
Rice University 2008 — 2009
Kingwood High School 2004 — 2008
Cornell University - Johnson Graduate School of Management
Wealthcare Capital Management August 2012 - Present
Merrill Lynch Wealth Management November 2009 - August 2012
Reunion Power, LLC July 2007 - December 2009
Manchester Capital Management 2001 - 2007
IBM 1999 - 2001
Cornell University Johnson Graduate School 1997 - 1999
Aubrey G. Lanston 1994 - 1997
Education
Cornell University - S.C. Johnson Graduate School of Management 1997 — 1999
MBA
Lehigh University 1989 — 1993
BS
Choate Rosemary Hall 1987 — 1989
Fuse TV October 2014 - Present
Omnicom Media Group January 2014 - October 2014
Omnicom Media Group December 2012 - January 2014
Nielsen August 2012 - December 2012
Core Trading Consultant Club January 2009 - January 2012
Merrill Lynch Wealth Management September 2011 - December 2011
Merrill Lynch June 2011 - August 2011
Nielsen August 2008 - August 2010
Claritas Corp June 2009 - August 2009
The Nielsen Company - Sports Marketing Department June 2008 - August 2008
Skills
Management, Competitive Analysis, Finance, Salesforce.com, Market Research
Education
Ithaca College 2008 — 2012
Ithaca CollegeSchool of Business
Bachelor of Science, Business Administration; Finance
BlackRock July 2011 - Present
Merrill Lynch Wealth Management February 2008 - September 2011
Merrill Lynch Wealth Management September 2007 - December 2007
Marmol Export U.S January 2003 - August 2006
Skills
Bloomberg, Asset Managment, Business Development, ETFs, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Strategies, Management, Market Research, Marketing, Microsoft Office, Morningstar, Mutual Funds, Portfolio Management, PowerPoint, Project Management, Retirement Planning, Risk Management, Sales, Series 7, Trading, Training, Uniform Combined State..., Valuation, Wealth Management, Asset Allocation, Alternative Investments, Analysis
Education
Florida International University - College of Business 2006 — 2007
IMBA / MSF, International Business / Finance
Universidad de Salamanca 2002 — 2002
Certificate, Spanish
Saint Mary's University 1997 — 2002
Bachelor of Commerce, International Business / Marketing
Andersen Tax August 2014 - Present
University of Tennessee August 2013 - June 2014
Andersen Tax May 2013 - August 2013
Florida State Auditor General, Other Personal Services September 2011 - April 2013
KPMG June 2012 - August 2012
Merrill Lynch Wealth Management May 2011 - August 2011
Skills
Auditing, Account Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Reporting, Teamwork, Customer Service, Accounting, Social Media, Time Management, Financial Statements, QuickBooks, Tax Preparation, Leadership, Tax Research
Education
University of Tennessee-Knoxville 2013 — 2014
Master of Accounting, Taxation
Florida State University - College of Business 2009 — 2013
Bachelor of Science (B.S.) Accounting and Finance, Accounting/Finance
EnerSys April 2014 - Present
CENTRIA Coating Services February 2013 - April 2014
Merrill Lynch Wealth Management August 2012 - October 2012
OfficeMax Inc./Boise Cascade November 2004 - November 2009
OfficeMax Inc./Boise Cascade December 2002 - October 2004
Boise Cascade March 2000 - November 2002
Boise Cascade April 1998 - February 2000
TRACO June 1996 - April 1998
Skills
Solution Selling, Supply Chain Consulting, Account Management, Marketing Management, Brand Implementation, Contract Negotiation, Territory Development, Strategic Selling, Project Management, Value Based Selling, C Level Selling
Education
The Pennsylvania State University 2011 — 2012
Bachelor of Science, Business Management & Marketing, 3.4
Community College of Allegheny County 2010 — 2011
Business Administration and Management, General
Ambridge Area High School
High School Diploma
Original Syn Music Productions 2008 - Present
Merrill Lynch Wealth Management April 2003 - March 2007
Joiner and Company February 2000 - March 2003
Skills
Recording, Analysis, Music, Portfolio Management, Sound, Studio Recording, Music Production, Reason, Pro Tools, Audio Engineering, Editing, Accounts Payable, Post Production, Audio Editing, Music Industry, Customer Service
Education
MediaTech Institute-Houston 2007 — 2008
Recording Arts, Live Sound, Studio Recording/Mixing, Music Production
University of Houston-Downtown 2002 — 2004
Bachelor of Business Administration (BBA), Finance
Texas Tech University 1995 — 1998
Civil Engineering
Deloitte October 2013 - Present
Deloitte January 2013 - September 2013
Deloitte Financial Advisory Services June 2012 - August 2012
Merrill Lynch Wealth Management June 2011 - August 2011
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science in Business Administration and Bachelor of Arts in International Studies
IPAG
Merrill Lynch Wealth Management February 2013 - Present
Index Futures Group October 2012 - February 2013
Peregrine Financial Group December 2011 - September 2012
Global Leverage October 2010 - December 2011
Opportunities In Options September 1992 - October 2010
Rosenthal Collins Group July 1990 - September 1992
Harris-Feld June 1989 - July 1990
First Options of Chicago December 1987 - June 1989
Flynn Trading July 1986 - December 1987
A.G. Edwards April 1986 - July 1986
Skills
Options, Futures, Commodity Risk..., Technical Analysis, Risk Management, Option Pricing Models, Trading, Trading Systems, Elliott Wave Theory, Options Trading..., Commodity Trading, Market Analysis, Equity Derivatives, Currency Trading, Interest Rate..., Metals, Grains, Energy Derivatives, Pricing Strategy, Financial Analysis, Risk Assessment, Wealth Management, Commodity Markets, Foreign Exchange, Equities, Traders, Options Strategies, Grain, FX trading, Financial Markets, FINRA, Currency, Investments, Commodity, Trading Strategies, Financial Risk, FX Options, Alternative Investments, Equity Trading, Electronic Trading, Hedge Funds, Proprietary Trading, ETFs, Bonds, Derivatives, Hedging, Securities, Fixed Income, Investment Strategies, FX Trading
Education
East Tennessee State University 1981 — 1985
Bachelor of Business Administration (BBA), Marketing
Sevier County High School 1977 — 1981
Morgan Stanley Wealth Management June 2015 - Present
Merrill Lynch Wealth Management April 2011 - June 2015
CRH Value Consultants LLC December 2008 - March 2011
Merrill Lynch Investment Banking March 1997 - April 2009
Skills
SDLC, Integration, Business Intelligence, Business Analysis, Software Development, Requirements Gathering, Management, Sourcing, SOA, Outsourcing, Application Architecture, Business Process..., Start-ups, Resource Allocation, Investment Banking, Cloud Computing, Process Improvement, Building Leadership..., Budget Forecasts, Legacy Modernization, Legacy System Conversion
Education
Birla Institute of Technology & Science, Pilani
Bachelor’s Degree
Merrill Lynch Wealth Management May 2012 - Present
Captain's Educational Enrichment Fund November 2011 - May 2012
Alpha Kappa Psi May 2011 - May 2012
Captain's Educational Enrichment Fund August 2011 - November 2011
Skills
Microsoft Word, Microsoft Excel, Photoshop, Finance, Strategic Planning, Donor Management, Wealth Management, Corporate Finance, Financial Advisory, Strategic Financial..., Retirement, Risk Management, Insurance, Retirement Planning, Public Speaking, Fundraising, Financial Management..., Event Planning, Accounting, Leadership, Mutual Funds
Education
Christopher Newport University 2009 — 2012
Finance, Business
Douglas Marketing Group, LLC July 2012 - Present
Merrill Lynch Wealth Management January 2011 - 2011
Handleman Company March 1981 - July 2009
Coopers & Lybrand April 1976 - March 1981
Skills
Fundraising, Leadership, Management, Time Management, Event Planning, Outlook, Marketing, Budgets, Customer Service, Team Building, Nonprofits, Strategic Planning, Event Management, PowerPoint, Microsoft Office, Public Relations, Training, Public Speaking, Microsoft Excel, Social Networking, Social Media Marketing, Program Management, Microsoft Word, Advertising, Community Outreach, Research
Education
Boston College 2002 — 2003
Wayne State University & Boston College, Corporate Community Relations Management
Wayne State University 1970 — 1972
Wayne State Universtiy, Business Administration
Laird January 2014 - Present
LYTRON INC. October 2005 - January 2014
IMPERICAL CHEMICAL INDUSTRIES February 2004 - July 2005
IMPERICAL CHEMICAL INDUSTRIES November 2002 - January 2004
SALOMON SMITH BARNEY Inc. May 2000 - September 2000
MERRILL LYNCH WEALTH MANAGEMENT June 1999 - September 1999
MANNESMANN REXROTH July 1998 - August 1998
MANAGEMENT CONSULTING KRETSCHMER January 1998 - February 1998
LEXMARK July 1997 - August 1997
Skills
MS Excel, MS Word, MS PowerPoint, MS Project, MS Visio, MS Outlook, Various Lotus..., MS Access, Various Multimedia..., Oracle Applications, SAP R/3, BPCS, C & C++, Java, Oracle SQL, Salesforce.com, ACT, Goldmine, WebDocs, QuoteWerks, Visual Basic, Windows, Mac OS X, Linux, Unix
Education
European Business School Oestrich-Winkel 2000 — 2001
Master of Business Administration (MBA)
James Madison University 1999 — 2000
Bachelor of Science (B.S.)
European Business School Oestrich-Winkel 1997 — 1999
Bachelor of Business Administration (B.B.A.)
Bloomberg LP February 2014 - Present
Bloomberg LP July 2012 - February 2014
Indiana Daily Student September 2010 - May 2012
Drank February 2009 - May 2012
Merrill Lynch Wealth Management August 2011 - September 2011
Blurb Music PR June 2011 - August 2011
Sunny Atlantic Beach Club 2008 - 2011
FestivalCrashers.com September 2010 - September 2010
Skills
Research, Economics, Bloomberg, Excel, Bloomberg Terminal, Equities, Analysis, Teaching, Finance, Press Releases, Time Management, Analytics, Management, Management Consulting, PowerPoint, Portfolio Management, Microsoft Office, Microsoft Word
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science
Sanford H. Calhoun High School
New York Life Insurance Company May 2014 - Present
New York Life Insurance Company March 2009 - April 2014
New York Life Insurance Company March 2012 - October 2013
Merrill Lynch Wealth Management 2008 - 2009
Wachovia Wealth Management, A Wells Fargo Company 2006 - 2008
Amegy Bank 2003 - 2006
Houston Grand Opera 1998 - 2002
Education
Rice University - Jesse H. Jones Graduate School of Business
Master of Business Administration (M.B.A.), Finance
The University of Texas at Austin
Bachelor of Journalism, Public Relations
Fairleigh Dickinson University 2006 — 2007
Petrocelli School of Continuing Education - College of Financial Planning
Virtually Administrative, L.L.C. September 2013 - Present
Merrill Lynch Wealth Management September 2014 - June 2015
Corporate Synergies September 2006 - October 2012
Prudential Fox & Roach 2004 - 2008
Fresenius Medical Care 1995 - 2001
Skills
Salesforce.com, Leadership, Microsoft Office, Microsoft Excel, Sales, CRM, Customer Service, Outlook, Microsoft Word, Business Development, Strategy, Management, Payroll, Process Improvement, Strategic Planning, Team Building, Human Resources, Employee Benefits, Benefits Administration, PowerPoint, Account Management, Sales Logix, Process Scheduler, Marketing, Insurance, Access, Real Estate Transactions, Real Estate License, Customer Satisfaction, Employee Relations, Training, System Administration, Recruiting, Integrated Marketing, Software Documentation, Coaching, Data Entry, Spreadsheets, Data Analysis, New Business Development, Marketing Strategy, Time Management, Administration, Event..., Flyer and Newsletter..., Project Management, Web-based Research, Powerpoint Presentations, Meeting Scheduling, Call Center...
Education
Camden County College
Cherry Hill West High School
Ambassador Advisors, LLC February 2015 - Present
Manheim Township Mat Club 2012 - Present
Janney Montgomery Scott July 2013 - February 2015
Merrill Lynch Wealth Management December 2011 - June 2013
Independence Planning Group 2010 - 2011
Floor Trader December 2004 - September 2010
Skills
Trading, Options, Derivatives, Finance, Options Strategies, Series 7, Proprietary Trading, Securities, Volatility, Traders, Equities, Wealth Management, Estate Planning, Risk Management, Alternative Investments, Commodity, Trading Strategies, 401k, Mutual Funds
Education
Drexel University 1990 — 1995
Bachelor's degree, Civil Engineering
Springfield High School 1986 — 1990
Christiana Trust, a division of Wilmington Savings Fund Society, FSB September 2015 - Present
WSFS Bank October 2011 - Present
Purebread Deli January 2005 - March 2011
Merrill Lynch Wealth Management May 2010 - July 2010
Skills
Access, Excel, PowerPoint, Word, Microsoft Excel, Microsoft Word, Loans, Finance, Financial Modeling, Financial Reporting, Banking, Outlook, Visio, Customer Service, Business Analysis, Investment Management, Management, Accounting
Education
Wilmington University 2013 — 2015
Master of Business Administration (MBA), MBA
Duquesne University 2007 — 2011
Bachelor of Science, Finance
Archmere Academy 2003 — 2007
University of Delaware
Accounting
Wealth Management Advisers LLC, a Registered Investment Advisor 2014 - Present
Merrill Lynch Wealth Management 2011 - 2013
Realty Solutions LLC 2002 - 2011
Lehman Brothers 1996 - 2001
Realty Finance 1991 - 1996
Donald Zucker Company 1987 - 1990
Smith Barney (Now Citibank) 1982 - 1985
Skills
Investments, Asset Managment, Asset Management, Capital Markets, Financial Modeling, Valuation, Alternative Investments, Equities, Real Estate, Fixed Income, Hedge Funds, Portfolio Management, Private Equity, Investment Properties, Finance, Securities, Corporate Finance, Due Diligence, Financial Structuring, Investment Banking, Wealth Management
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Columbia University in the City of New York
Master of Science (M.S.), Real Estate Development
Vassar College
Bachelor of Arts (B.A.)
Morgan Stanley Head of Digital Strategy - Mobile, Online, & Social MediaMorgan Stanley Smith BarneyMay 2011 - December 2013
Morgan Stanley Smith Barney December 2009 - May 2011
Morgan Stanley Global Wealth Management May 2008 - December 2009
Colgate Palmolive August 2006 - May 2008
Merrill Lynch Wealth Management 2002 - 2004
McKinsey & Company 2000 - 2002
Skills
Customer Insight, Marketing Strategy, Brand Management, Entrepreneurship, Social Media Marketing, Strategy, Segmentation, Competitive Intelligence, Analytics, Product Management, Business Strategy, Content Marketing, Brand Development, Leadership, Financial Services, Management, Marketing
Education
Harvard Business School 2004 — 2006
MBA, General Management
University of Pennsylvania - The Wharton School 1996 — 2000
BS, Management, Marketing
Merrill Lynch Wealth Management October 2007 - Present
Education
Columbia Business School 1979 — 1981
MBA
Washington University in St. Louis 1975 — 1979
BA
Six15 Technologies October 2014 - Present
Merrill Lynch Private Bank 2011 - September 2014
Merrill Lynch Wealth Management June 2004 - November 2011
Morgan Stanley Wealth Management June 1997 - November 2004
Skills
Series 7, Series 63, Private Banking, Wealth Management, Life & Health Insurance..., Investments, Retirement Planning, FINRA, Financial Services, Securities, Wealth Management..., Banking, Relationship Management, Customer Service, Microsoft Office
Education
Alfred State College - SUNY College of Technology 1990 — 1992
Associate's degree, Accounting and Finance
TIME LIFE Alumni Society April 2014 - Present
Merrill Lynch Wealth Management March 2006 - October 2013
Iris Wireless LLC June 2002 - January 2006
About.com 1992 - 1999
The Cable Guide/Total TV Online 1987 - 1992
Time Inc. 1971 - 1987
Skills
Financial Analysis, Venture Capital, Mergers & Acquisitions, Mergers, Due Diligence, Financial Modeling, Entrepreneur/Co-Founder..., President U.S. Sales..., Private Investor -..., Negotiation, Strategy, Strategic Planning, Start-ups, Business Planning, Sales, Investment Banking, Advertising Sales, Business Strategy, Finance, Sales Management, Advertising, Executive Management
Education
Adelphi University 1975 — 1977
Master of Business Administration (MBA), Marketing-Advertising
Cleveland State University 1962 — 1966
BBA, Business/Commerce, General
Unilever March 2015 - Present
Unilever November 2014 - February 2015
VocalEssence September 2014 - February 2015
Unilever June 2014 - November 2014
Unilever May 2013 - August 2013
Merrill Lynch Wealth Management May 2012 - May 2013
Sigma Phi Epsilon January 2012 - December 2012
Skills
Time Management, Public Speaking, Teamwork, Creative Problem Solving, Critical Analysis, Research, Persuasive Communication, Integrated Marketing, Sales, Writing, Event Planning, Competitive Analysis, Social Psychology, Critical Thinking, CRM, Consumer Behavior, Customer Relations, Advertising, Brand Management, Nielsen, Marketing, Project Management, Branding, Marketing Strategy, Microsoft Office
Education
Drake University 2010 — 2014
BSBA in Business Administration, Double Major in Marketing and Public Relations, Concentration in Sales and Sales Management, 3.72 (Magna Cum Laude)
Beckman High School 2006 — 2010
High School Degree
RBC August 2015 - Present
RBC January 2013 - July 2015
Ram Investment Advisors, LLC. February 2012 - October 2012
Principal Global Investors June 2011 - January 2012
Student Endowment Investment Group January 2008 - May 2011
Catalpa Trading, LLC. July 2010 - January 2011
Merrill Lynch Wealth Management May 2009 - August 2009
Alkymos Pharmaceutical May 2008 - August 2008
Skills
Asset Management, Equity Trading, Equity Research, Quantitative Research, Hedge Funds, Bloomberg, Risk Management, FactSet, VBA, Equities
Education
Grinnell College 2007 — 2011
BA, Economics
Paul Laurence Dunbar High School 2003 — 2007
Carole Hochman Design Group March 2015 - Present
Carole Hochman Design Group July 2013 - March 2015
Carole Hochman Design Group May 2013 - July 2013
Women's Marketing Inc. January 2013 - May 2013
Fairfield University September 2009 - May 2013
New England Smart Energy Group, LLC September 2012 - April 2013
Merrill Lynch Wealth Management January 2012 - May 2012
Skills
Salesforce.com, Social Media Marketing, Leadership, PowerPoint, Digital Marketing, Customer Service, Sales, Microsoft Excel, Positive Personality, Facebook, CRM, Time Management, Event Planning, Social Networking, Financial Modeling, Fast Learner, Highly Organized, Success Driven, Following Directions, Content Management, Public Speaking, Fashion, Teamwork, Management, Appointment-Plus, Detail Oriented, Positive Team Player, Oral & Written..., Managerial Skills, Retail Sales, Photography, Travel, Food Industry, QlikView, BSR Advance, Microsoft Outlook, E-commerce, Google Docs, Data Analysis, Threadvine Software, Communication
Education
Fairfield University 2009 — 2013
BS, Marketing/Finance
Australian Catholic University 2011 — 2011
Marketing
BMO Financial Group 2014 - 2015
Merrill Lynch Wealth Management 2011 - 2013
University of Missouri 2008 - 2011
JPMorgan Chase & Co. 2005 - 2009
Town of Normal, IL 2005 - 2005
Illinois State University 2001 - 2005
Skills
Finance, Financial Analysis, Portfolio Management, Budgets, Strategic Financial..., Financial Modeling, Analysis, Investments, Banking, Insurance, Account Reconciliation, Purchasing, Cash Flow, Financial Reporting, Financial Services, Financial Risk, Risk Management, Program Development, Financial Markets, Financial Advisory, Valuation, Training, Management, Credit, Bloomberg, Corporate Finance, Due Diligence, Mergers & Acquisitions, Credit Risk, Conversational Spanish, Financial Advising, Instructor-led Training, Adult Education, Business Education, Securities, Cash Management, Mutual Funds, Equities, Asset Management, Loans, Fixed Income, Employee Benefits, Derivatives, Capital Markets, Data Analysis, Relationship Management, Wealth Management, Trading, Commercial Banking
Education
University of Missouri-Columbia 2008 — 2011
Master, Career and Technical Education, Business and Marketing
Illinois State University 2001 — 2005
Bachelor, Finance
Zeigler Automotive Group March 2014 - Present
O'Hara Capital Management June 2012 - Present
Merrill Lynch Wealth Management November 2011 - May 2012
O'Hara Chrysler Dodge Jeep Inc May 2010 - August 2010
Advantage Futures LLC June 2009 - August 2009
Skills
Series 7, Chartered Market..., Futures Trading, Macro Analysis, Derivatives Trading, Technical Analysis, Currency Futures
Education
Central Michigan University 2006 — 2011
Bachelors of Science, Business Administration; Personal Financial Planning & Marketing
State of Utah September 2015 - Present
GoPro June 2015 - September 2015
Roseville Hobby July 2013 - August 2013
Home Shield Pest Control June 2012 - August 2012
On Campus Consulting of Small Business January 2012 - April 2012
Merrill Lynch Wealth Management July 2011 - August 2011
Law Office of Roger Billings April 2011 - August 2011
AJ Express November 2010 - December 2010
ServerBYU Catering September 2007 - November 2007
Booksmart May 2006 - September 2006
Skills
Adobe Premier, Adobe Photoshop, UAV Pilot, Sales, Time Management, PowerPoint, Management, Microsoft Word, Leadership, Spanish, Windows Movie Maker, Microsoft Excel, Research, iMovie
Education
Brigham Young University 2007 — 2016
Bachelor's degree, Geographic Information Science and Cartography, Senior
University of Alcalá- Alcalingua 2013 — 2013
Spanish Study Abroad, Spanish Study Abroad, Junior
Rocklin High SchoolRocklin High School 2004 — 2007
Rocaton Investment Advisors September 2011 - Present
Gettysburg College September 2010 - May 2011
The Gables Historic Inn & Restaurant January 2010 - January 2011
Merrill Lynch Wealth Management October 2010 - December 2010
Morgan Stanley Smith Barney August 2010 - August 2010
McKinsey & Company January 2010 - January 2010
Bisque Restaurant January 2008 - January 2009
Skills
Economics, Econometrics, Experimental Economics, Experimental Design, Japanese, Multivariate Statistics, Linear Regression
Education
Gettysburg College 2007 — 2011
Bachelor of Arts, Economics
Rich Monkey 2015 - Present
Options-Traders.com 2013 - Present
Merrill Lynch Wealth Management 2012 - 2013
Kohlberg Ventures 2010 - 2011
XQuest, LLC 2008 - 2010
Swish Marketing, Inc. 2004 - 2008
EXP Systems, Inc. 1999 - 2003
VantagePoint Venture Partners 1998 - 1999
Release Software 1995 - 1997
Net Ventures 1994 - 1995
Skills
Business Development, Corporate Development, Sales, Marketing, Finance, Investment Management, Options Strategies, Financial Management, Start-ups, Business Planning, Investments, Managerial Finance, Venture Capital, Strategic Partnerships, Management, Leadership, Entrepreneurship, Private Equity
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
Harvard University 1984 — 1987
AB, Economics
University of Notre Dame 1982 — 1984
Electrical Engineering
Various Trust Accounts November 2012 - May 2014
Merrill Lynch Wealth Management June 2011 - October 2012
Byron & Edwards, APC November 2006 - September 2010
Davidson Legal Staffing March 2006 - October 2006
Horton, Oberrecht, Kirkpatrick & Martha, APC (fka Horton & Ryan, APC) January 2001 - October 2005
San Diego County Bureau of Child Support Enforcement February 1998 - December 2000
The Agency Investigations August 1996 - January 1998
Skills
Civil Litigation, Claim, Courts, Retirement Planning, Motions, Alternative Dispute..., Professional Liability, Securities, Breach Of Contract, Mediation, Litigation, Liability, Insurance
Education
American University, Washington College of Law 1993 — 1996
J.D., cum laude
Wesleyan University 1986 — 1990
B.A., Psychology
McGuireWoods LLP September 2015 - Present
McGuireWoods LLP May 2014 - July 2014
Prof. Clare Huntington, Fordham University School of Law June 2013 - August 2013
The Office of Rep. Sue Myrick (NC-09), U.S. House of Representatives July 2011 - June 2012
Skadden Arps Slate Meagher & Flom LLP June 2010 - July 2011
The Office of Senator Kay Bailey Hutchison (TX), U.S. Senate July 2009 - August 2009
Merrill Lynch Wealth Management May 2009 - June 2009
Skills
Legislative Research, Legal Research, Legal Writing, Lexis, Westlaw, Public Policy, Public Speaking, LexisNexis, Policy Analysis, Microsoft Excel, Microsoft Office, Politics, PowerPoint, Litigation, Research, Social Media, Civil Litigation
Education
Fordham University School of Law 2012 — 2015
Juris Doctor (J.D.), Cum Laude
Washington and Lee University 2006 — 2010
BA, Economics
Saks Fifth Avenue November 2014 - Present
Saks Fifth Avenue July 2014 - October 2014
Saks Fifth Avenue January 2012 - June 2014
Gucci September 2011 - December 2011
Club Monaco June 2011 - August 2011
SunGard BancWare June 2008 - January 2011
Anthropologie, Receiving April 2007 - January 2011
Merrill Lynch, Wealth Management June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Abercrombie & Fitch 2005 - 2006
Skills
Retail, Management, Marketing, Merchandising, Fashion, Customer Service, Sales, Strategy, Salesforce.com, Leadership
Education
Parsons School of Design 2011 — 2011
AAS
Boston College 2004 — 2008
B.S.
Boston School of Fashion Design 2007 — 2007
Queen Mary University of London 2006 — 2006
Parsons School of Design 2005 — 2005
Summer Program
My Company Records January 2000 - Present
Merrill Lynch Wealth Management October 2010 - June 2012
Freshmedx September 2009 - May 2010
Skills
Financial Analysis, Investments, Business Strategy, Series 7, Strategic Planning, Financial Modeling, Retirement Planning, Business Planning, Portfolio Management, Wealth Management, Strategic Financial..., Asset Managment, Series 6, Life Insurance
Education
University of Utah - David Eccles School of Business 2010 — 2012
Executive MBA, Business Administration, Management and Operations, 3.56
Brigham Young University 1988 — 1994
Bachelor of Science (B.S.), International Finance, 3.42
American Express January 2015 - Present
American Express May 2014 - January 2015
American Express January 2014 - May 2014
Innovatix January 2013 - January 2014
Arrow Electronics December 2011 - May 2012
Merrill Lynch Wealth Management February 2011 - May 2011
Wells Fargo June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Facebook, Sales, Microsoft Word, Account Management, Time Management, Marketing Strategy, Salesforce.com, Microsoft CRM, Management
Education
Fairfield University 2007 — 2011
BA, Finance
Florence University of the Arts 2009 — 2009
Mandel & Mandel, LLP May 2015 - Present
Rosenberg, Minc, Falkoff & Wolff, LLP May 2015 - Present
Merrill Lynch Wealth Management May 2012 - July 2012
Education
Florida State University College of Law 2014 — 2017
Juris Doctor (J.D.), Law
University of Oxford Law School 2015 — 2015
Juris Doctor (J.D.), International Law and Legal Studies
Florida State University - College of Business 2010 — 2014
REPUCOM December 2013 - Present
RTi Research June 2011 - December 2013
Nielsen Media Research January 2011 - May 2011
Merrill Lynch Wealth Management January 2010 - May 2011
Versus Sports Network June 2010 - September 2010
Skills
Facebook, Social Media, Market Research, PowerPoint, Customer Service, Marketing Research, Marketing
Education
Fairfield University 2007 — 2011
Manhattanville College 2011 — 2014
Master's, Sports Business Management
Merrill Lynch Wealth Management 2014 - Present
Skills
Investment Strategy, Investment Management, Alternative Investments, Principal Investing, Special Situations..., Portfolio Construction, Portfolio Management, Equities, Equity Derivatives, Equity Research, Investments, Investment Banking, Corporate Finance, Capital Markets, Mergers & Acquisitions, M&A, Valuation, Investor Relations, Finance, Corporate Development, Venture Capital, Strategy, Corporate Strategy, Business Development, Capital Raising, Strategic Alliances, Macroeconomics
Education
London School of Economics and Political Science
BSc (Hons), Economics (monetary economics)
London Business School
Master of Business Administration (MBA), Finance
Harvard Business School
Executive Leadership Program, Valuation & Financial Restructuring
Merrill Lynch Wealth Management September 2010 - June 2014
Bank of America March 2009 - August 2010
Merrill Lynch September 2006 - March 2009
Merrill Lynch September 1994 - August 2006
Prudential Financial February 1992 - August 1994
PWC 1990 - 1992
Skills
Risk Management, Cross-functional Team..., Business Strategy, CRM, Banking, Financial Analysis, Project Management, PMO, Financial Risk, Relationship Management, Operational Risk..., Portfolio Management, Wealth Management, Business Analysis, Credit, Project Portfolio..., Business Change..., corporate governance, Compliance, Communications Strategy, Meeting & Event..., Financial Services, Securities, Equities, Mutual Funds, Business Process..., Change Management, Corporate Governance, Financial Modeling, Strategic Communications
Education
Drexel University - LeBow College of Business 1987 — 1990
BS, Accounting
Merrill Lynch Wealth Management January 2010 - September 2010
Merrill Lynch June 2006 - March 2009
Smith Barney June 2004 - June 2006
Tucker Anthony, Inc/RBC Dain Rauscher May 2001 - October 2003
Cowen & Co 1995 - 2001
Dean Witter 1978 - 1995
Skills
Series 63, Series 7, Securities, FINRA, Mutual Funds, Series 8
Education
Harvard University 1988 — 1996
John Dickinson High School
Merrill Lynch Wealth Management 1999 - Present
JP Morgan Private Bank 1996 - 1999
Goldman Sachs & Co 1993 - 1996
Skills
Chartered Financial..., Certified Financial..., Portfolio Management, Retirement Planning, Wealth Management, Investments, Equities, Fixed Income, Asset Allocation, Alternative Investments, Mutual Funds, Series 63, Series 7
Education
Thunderbird School of Global Management 1990 — 1991
Master's Degree, Accounting and Finance
Beijing Normal University 1988 — 1989
Chinese Language and Literature
Pacific University 1984 — 1989
Bachelor's Degree, Business & Modern Languages
Kansai Gaidai University
Japanese Business & Language
Legg Mason Global Asset Management February 2008 - Present
Merrill Lynch Wealth Management 1995 - 2007
Ogilvy & Mather 1988 - 1995
Lord Geller Federico Einstein Advertising 1986 - 1988
DFS Advertising 1981 - 1986
Education
Harvard College
AB cum laude, Social Sciences
Consilium Investment Management July 2015 - Present
Inca Investments, LLC January 2008 - June 2015
Merrill Lynch Wealth Management September 2007 - November 2007
Price Waterhouse Coopers January 2005 - July 2006
Skills
Financial Modeling, Financial Analysis, Investments, Equities, Asset Management, Risk Management, Asset Allocation, Portfolio Management, Valuation, Financial Markets, Investment Banking, Capital Markets, Emerging Markets, Hedge Funds, Strategic Planning, Business Strategy
Education
Florida International University 2006 — 2007
Master, Finance
Florida International University - College of Business 2006 — 2007
IMBA, Business/Finance
Pontificia Universidad Católica Madre y Maestra 2001 — 2004
Bachelor, Business Administration
Merrill Lynch Wealth Management November 2004 - Present
Education
Indiana University Bloomington
Bachelor's Degree
Indiana University - Kelley School of Business
Merrill Lynch Wealth Management June 1998 - Present
Skills
Series 7, Retirement Planning, Asset Allocation, Wealth Management, Series 63
Education
Indiana University Bloomington 1994 — 1998
Merrill Lynch Wealth Management April 2015 - Present
The Breathing Association June 2012 - Present
Fifth Third Bank March 2011 - April 2015
Fifth Third Securities April 2002 - April 2015
Fifth Third Bank September 2001 - April 2015
Rotary Club of Whitehall-Bexley 2007 - 2009
Skills
Wealth Management, Commercial Lending, Small Business Lending, Trust Services, Cross Selling, Investments, Financial Services, Private Banking, Wealth Management..., Consumer Lending, Relationship Management, Series 63, Risk Management, Leadership, Series 7, Commercial Banking, Underwriting, Financial Advisory, Credit, Retirement Planning, Mortgage Lending, Lines Of Credit, Loans, Strategic Financial..., Banking, Refinance, Certified Financial..., Asset Allocation, Portfolio Management, Retail Banking, Credit Analysis, Mutual Funds, Loan Origination, Securities, Series 6, Investment Advisory, Bonds, Retirement, Treasury Management, Cash Management, Fixed Annuities, Uniform Combined State..., Asset Management, Investment Management, Investment Strategies, Wealth, 401k, Estate Planning, Commercial Mortgages, FINRA
Education
The American College 2011 — 2011
ChFC, Chartered Financial Consultant
The Ohio State University 2010 — 2011
Accelerated Certified Financial Planner Ed
Bowling Green State University 1997 — 2001
Finance and Economics, Financial Markets and Banking
St. Charles Preparatory Columbus, OH
Merrill Lynch Wealth Management August 2010 - Present
It's A Grind Coffee House 2004 - November 2009
Intelio 2005 - 2008
Bluecurrent 2002 - 2004
Dell 1996 - 2002
Apple 1985 - 1996
Skills
Start-ups, Process Improvement, Strategy, Lead Generation, New Business Development, Employee Benefits, Marketing Communications, Social Media, Sales, Customer Service, Team Building, Management, Strategic Planning, Sales Management, Financial Services, CRM, Public Speaking, Enterprise Software, Marketing Strategy, Business Strategy, Social Media Marketing, Small Business, Selling, Business Development, Business Alliances, Sales Operations, Business Planning, Leadership, Email Marketing, Project Management, Product Development, Marketing, Entrepreneurship, Channel Partners, Managed Services, Proposal Writing, Business Process, Program Management, Strategic Partnerships
Education
Boston University 2005 — 2005
Project Management Certification
University of California, Santa Barbara 1979 — 1983
Bachelor's Degree, Business Economics with an emphasis in Accounting
San Marino High School 1974 — 1978
Merrill Lynch Wealth Management 2012 - Present
Skills
Investments, Alternative Investments, New Business Development, Real Estate, Private Equity, Financial Modeling, Sales, Business Development, Contract Negotiation, Strategic Financial..., Strategic Planning, Marketing, Finance, Series 7, Financial Advisory, Management, Strategy, Sales Management, Securities, Negotiation, Risk Management, Budgets, Commercial Real Estate, Customer Service, Insurance, Mergers & Acquisitions, Portfolio Management, Retirement Planning, Financial Analysis, Valuation, Asset Management, Due Diligence, Entrepreneurship, Series 63, Investment Properties, Mutual Funds, Business Strategy, Investors, Start-ups, Leadership
Education
Emerson College 1999 — 2001
MA, Integrated Marketing Communication
University of Missouri-Columbia 1994 — 1998
BA
Merrill Lynch Wealth Management January 2000 - Present
Merrill Lynch Wealth Management November 2003 - July 2014
Bank of America January 1980 - January 2000
Skills
Wealth Management, Investment Strategies, Financial Advisory, Small Business Lending, Commercial Lending, Credit, Mortgage Lending, Commercial Banking, Long-term Customer..., Strategic Financial..., Motivational Speaking, Loans, Banking, Investments, Leadership, Financial Services, Finance, Asset Allocation, Series 7, Strategy, Estate Planning, Sales, Series 63, Retirement, Portfolio Management, Retirement Planning, Mutual Funds, Investment Advisory, Wealth, Wealth Management..., Uniform Combined State..., Securities, Series 65, Series 24, Alternative Investments, Asset Management, Fixed Income, ETFs, FINRA, Bonds, IRAs, Private Banking, 401k Rollovers, Fixed Annuities, Series 6, Variable Annuities, Equities, Certified Financial..., 401k
Education
California State Polytechnic University-Pomona 1973 — 1978
Bachelor's degree, Marketing/Marketing Management, General
College for Financial Planning
Chartered Retirement Planning Specialist, Finance, General
UBS April 2014 - Present
UBS March 2013 - March 2014
Merrill Lynch Wealth Management January 2010 - March 2013
Merrill Lynch, Global Wealth Management January 2006 - December 2009
Merrill Lynch Wealth Management January 2003 - December 2005
Merrill Lynch Wealth Management March 1998 - December 2002
Federal Reserve Bank of New York June 1993 - February 1998
Skills
CFA, Financial Services, Marketing, Management, Alternative Investments, Financial Advisory, Asset Management, Series 7, Investment Advisory, Investments, Equities, Wealth Management..., Wealth Management, Asset Allocation, Portfolio Management, Chartered Financial..., Mutual Funds, Securities, Fixed Income, Series 63, Hedge Funds, Marketing Strategy, Finance, Capital Markets, Retirement Planning
Education
Columbia University - School of International and Public Affairs 1991 — 1993
Master of International Affairs, International Banking and Finance
Grinnell College 1984 — 1988
BA
Merrill Lynch Wealth Management July 2010 - Present
Skills
Financial Analysis, Retirement Planning, Series 7, Series 66, Insurance
Education
Brigham Young University 1970 — 1978
MBA, Finance
Merrill Lynch Wealth Management November 1998 - Present
suretrade 1998 - 2009
Education
Iona College 1993 — 1997
Bachelors, Marketing
Merrill Lynch Wealth Management January 2003 - Present
Hecht's September 2001 - January 2007
Target September 1996 - September 2001
Skills
Series 63, Asset Allocation, Series 7, Banking, Credit, Customer Service, Risk Management, Strategic Financial..., Process Improvement, Team Building, Financial Analysis, Finance, Microsoft Excel, Financial Services, Mutual Funds, Investments, Portfolio Management, Securities, Wealth Management, Retirement Planning
Education
Central Piedmont Community College 1999 — 2002
Computer Science
Fort Mill High School 1998 — 1999
General Education
Myers Park High School 1996 — 1998
General Education
Gattis Jr. High 1991 — 1994
General Education
Merrill Lynch Wealth Management January 2006 - Present
Merrill Lynch August 2004 - December 2005
Nomura Corporate Research & Asset Management June 1991 - August 2004
Skills
Alternative Investments, Equities, Asset Managment, Hedge Funds, Fund Of Funds, High Yield, Institutional..., Fixed Income, Investments, Investment Banking, Structured Products, Derivatives, Capital Markets, Asset Management, Bonds, Finance, Series 7, Leveraged Finance, Securities, Asset Allocation, Investment Management
Education
King's College
BS, Psychology
The College of William and Mary - The Mason School of Business
MBA, Finance
Fifth Third Private Bank March 2015 - Present
MERRILL LYNCH WEALTH MANAGEMENT October 2006 - March 2015
WACHOVIA BANK January 2000 - October 2006
Fitzgerald and Co. January 1999 - January 2000
Skills
Banking, Private Banking, High Net Worth..., Investments, Series 7, Series 63, Life & Health Insurance..., Mortgage Lending, Commercial Lending, Marketing Strategy, Strategic Partnerships, Networking, Business Coaching, Credit, Wealth Management, Investment Management, Relationship Management, Risk Management, Loans, Finance, Strategic Financial..., Credit Analysis, Consumer Lending, Asset Managment, Lines Of Credit, Estate Planning, Retirement, Loan Origination, Mortgage Banking, Residential Mortgages, Options, Marketing, Cash Management, Investment Strategies, FINRA, Fixed Income, Wealth, Securities, Wealth Management..., Small Business Lending, Retirement Planning, Financial Advisory
Education
Eckerd College 2003 — 2005
Bachelor of Arts, Business Administration
West Chester University of Pennsylvania 1987 — 1990
Political Science and Government
Bank of America / Merrill Lynch July 2014 - Present
Merrill Lynch Wealth Management July 2010 - June 2014
Merrill Lynch January 2009 - June 2010
Merrill Lynch January 2007 - January 2009
Skills
Vendor Management, Six Sigma, Process Improvement, Financial Modeling, Risk Management, Business Process..., Financial Services, Visio, Project Management, Wealth Management, Analytics, Business Analysis, Cross-functional Team..., Change Management, Banking, Management
Education
Concordia University
McGill University
Ventura Manufacturing February 2014 - Present
GNS America January 2012 - February 2014
Autodie, LLC. June 2011 - December 2011
Merrill Lynch Wealth Management April 2010 - June 2011
Edward Jones May 2008 - April 2010
Riviera Tool 1990 - 2008
Skills
Product Design, Stamping, Sheet Metal, Project Engineering, New Business Development, Program Management, Account Management, Department Management, Continuous Improvement, Manufacturing, Six Sigma, Machine Tools, Management, Automotive, Manufacturing..., 5S, Process Improvement, Negotiation, Lean Manufacturing, Engineering, Leadership, PPAP, Product Development, Process Engineering, Kaizen, FMEA, APQP, Manufacturing..., Root Cause Analysis, Value Stream Mapping
Education
Cornerstone University
E*TRADE Financial December 2012 - Present
Merrill Lynch Wealth Management November 2009 - December 2012
Banc of America Investments October 2004 - November 2009
ABN AMRO Incorporated 2000 - 2004
UBS Securities LLC 1993 - 1999
Shearson Lehman Brothers Inc. 1989 - 1993
Salomon Brothers, Inc. 1983 - 1989
Skills
Equities, Series 7, Fixed Income, Investments, Investment Banking, Trading, Risk Management, Series 63, Asset Allocation, Mutual Funds, Executive Management, Wealth Management, Trading Systems, Financial Markets, Series 24, Asset Management, FINRA, Options, Origination, Asset Managment, Debt, Asset, Unified Managed Accounts, Series 53, Series 52, Series 27, Exchange Traded Products
Education
Central Connecticut State University 1978 — 1982
Bachelor of Science, Business Administration and Marketing
Merrill Lynch Wealth Management 2014 - Present
ImmuneTarget, Inc. January 2005 - Present
Biovantage Investments 2011 - 2014
Weill Cornell Medical College September 1994 - September 2011
Skills
Science, Immunology, Research, Molecular Biology, Statistics, Grant Writing, Clinical Trials, Stock valuation, Financial modeling, Equity analysis and..., Financial planning, Investment strategies, Asset allocation..., Portfolio management, Risk management, Asset Allocation, Financial Modeling, Investment Strategies, Risk Management, Strategic Financial..., Stock Valuation, Financial Planning, Portfolio Management, Biotechnology, Biochemistry, Drug Discovery, Life Sciences, Cell Culture, Pharmaceutical Industry
Education
Rockefeller University 1991 — 1994
Postdoctoral Fellow, Immunology, Molecular Biology, Biochemistry
Massachusetts Institute of Technology 1990 — 1991
Postdoctoral fellow, Immunology, Molecular Biology, Biochemistry
Harvard School of Public Health 1985 — 1989
Doctor of Philosophy (PhD), Immunology, Cancer Biology
National Taiwan University 1981 — 1983
Master of Science (MS), Cytogenetics, Biostatistics
National Taiwan University 1977 — 1981
Bachelor's Degree, Agronomy, Biostatistics
Merrill Lynch Wealth Management May 2011 - Present
Rockefeller & Co., Inc. January 2005 - May 2011
Atlantic Trust/Pell Rudman March 1998 - December 2004
MFS Investment Management February 1987 - March 1998
Skills
Portfolio Management
Education
Boston University 2001 — 2003
Certificate, Financial Planning
Babson College 1984 — 1986
MBA, Finance
Union College 1979 — 1983
BA, Economics
Chartered Financial Analyst
CFA
Merrill Lynch Wealth Management January 2011 - Present
Bank of America December 2009 - January 2011
BlackRock September 2006 - April 2009
Merrill Lynch 1995 - 2006
Skills
Series 7, Mutual Funds, Series 66, Uniform Combined State..., Financial Modeling, Series 63, Asset Allocation, Securities, Legal, Product Management, Product Specialists, Investment Management, Fixed Income, Hedge Funds, Wealth Management, ETFs, Alternative Investments, Asset Management, Investments
Education
Fairleigh Dickinson University 1994 — 1994
Paralegal Certificate
Rider University 1990 — 1994
BA, Liberal Arts
Merrill Lynch Wealth Management February 2013 - June 2014
Deutsche Bank Securities 2011 - 2012
G2 Trading 2010 - 2011
Brunswick Partners LLC 2003 - 2010
AFA Management Partners LP February 2000 - September 2002
Sumitomo Bank Capital Markets, Inc. 1990 - 1995
Credit Commercial de France 1986 - 1990
EF Hutton, Inc. 1982 - 1986
Skills
Hedge Funds, Capital Markets, Equities, Derivatives, Portfolio Management, Investments, Financial Markets, Options, Structured Products, Finance, Risk Management, Banking, Hedging, Private Banking, Management, Private Equity, Investment Banking, Trading, Financial Advisory
Education
Harvard Business School
MBA
New York University - Leonard N. Stern School of Business
MS, Accounting
Princeton University
AB, History, Economics
Merrill Lynch Wealth Management March 1984 - Present
Skills
Customer Service, Microsoft Office, Negotiation
Education
College for Financial Planning
CFP, CRPC, Certified Financial Planner, Certified Retirement Planning Counselor
Merrill Lynch Wealth Management July 2007 - Present
Education
Iona College 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Notre Dame High School 1999 — 2003
High School
Lincoln Financial Group September 2014 - Present
Merrill Lynch Wealth Management 2010 - September 2014
Merrill Lynch/Bank of America Legal Department 2000 - 2010
Kirkpatrick & Lockhart LLP (now K&L Gates) 1991 - 1999
Washington, Perito & Dubuc (and predecessor) 1988 - 1991
Securities and Exchange Commission, Division of Investment Management 1989 - 1989
Skills
Alternative Investments, Financial Risk, Investment Advisory, Asset Managment, Mutual Funds, Securities
Education
American University Washington College of Law 1986 — 1989
JD
Washington and Jefferson College 1980 — 1984
BA
State of NY Metropolitan Transportation Authority June 2013 - September 2015
NYC Health and Hospitals Corporation January 2013 - June 2013
Mason Technologies Inc August 2012 - February 2013
Full Security Inc July 2009 - August 2012
UBS Financial Services February 2011 - April 2011
Merrill Lynch Wealth Management June 2008 - August 2008
Skills
Accounting, Accounts Receivable, Payroll, Due Diligence, Finance, Equity Research, Financial Analysis, Bookkeeping, Auditing, QuickBooks
Education
Queens College 2012 — 2013
Bachelor's degree, Accounting
City University of New York-Baruch College 2009 — 2011
Bachelors, Corporate Communications / Psychology
Nassau Community College 2005 — 2008
AS, Business Administration
Vigilant Capital Management, LLC June 2014 - Present
Merrill Lynch Wealth Management January 2014 - May 2014
Merrill Lynch July 2012 - December 2013
Banknorth Investment Management April 2001 - February 2003
Brown Brothers Harriman & Co September 1998 - July 2000
Education
Ecole nationale des Ponts et Chaussées 1997 — 1999
Master of Business Administration (MBA), International Business
Dartmouth College 1988 — 1992
Bachelor of Arts (B.A.), English Literature
Merrill Lynch Wealth Management November 2012 - Present
The Texas Twisters December 1987 - Present
RBC Wealth Management March 1997 - October 2012
Skills
Retirement Planning, Wealth Management, Series 7, Retirement, Mutual Funds, Education, Asset Allocation, Estate Planning, Financial Advisory, Investments, Securities, Strategic Financial..., Life Insurance, Loans, Series 63, 401k, Investment Strategies, Portfolio Management, Long Term Care Insurance, Financial Services, Equities, Mortgage Lending, Wealth, Investment Advisory, Bonds, Fixed Income, Series 65, Alternative Investments, Wealth Management..., Strategic Planning, Asset Management, Public Speaking, Financial Planning, Asset Managment
Education
College for Financial Planning 2014 — 2015
Chartered Retirement Planning Counselor - CRPC®, Financial Planning and Services
Texas A&M University 1987 — 1989
Bachelor of Science (BS), Psychology
Bank of America Merrill Lynch June 2011 - Present
Bank of America Merrill Lynch August 2010 - June 2011
Merrill Lynch Wealth Management September 2009 - November 2009
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
Capital Markets, ETFs, Investments, Financial Analysis, Sales, Financial Services, Equity Derivatives, Management, FINRA, Risk Management, Equities, Series 7, Options, Derivatives, Trading, Trading Systems, Financial Markets, Securities
Education
DePaul University 2007 — 2011
Bachelor of Science (BS), Finance
Merrill Lynch Wealth Management February 2011 - Present
UBS Wealth Management July 2000 - February 2011
Paine Webber January 1995 - July 2000
Kidder Peabody April 1992 - January 1995
Ramirez & Co. May 1988 - April 1992
Skills
Wealth Management, Portfolio Management, Estate Planning, Retirement Planning, Fixed Income, Alternative Investments, Asset Allocation, Series 7, Series 63, Mutual Funds, Bonds, Securities, Equities, Hedge Funds, Investment Strategies, ETFs, Investments
Education
Boston College 1984 — 1988
BA
Boston College - Carroll School of Management 1984 — 1988
BA
Don Bosco 1980 — 1984
THE AMERICAN RED CROSS February 2014 - Present
GANNETT COMPANY, INC October 2013 - December 2013
COX COMMUNICATIONS September 2011 - August 2012
IGNITE RESTAURANT GROUP January 2009 - August 2011
MERRILL LYNCH WEALTH MANAGEMENT January 2011 - May 2011
UNITED STATES AIR FORCE RESERVE August 2000 - August 2008
VIRGINIA DEPARTMENT OF SOCIAL SERVICES October 2003 - January 2006
Skills
Marketing, Strategy, Market Research, Leadership, Advertising, Management, Marketing Strategy, Marketing Communications, Human Resources, Program Management, Marketing Research, Product Development, Microsoft Excel, PowerPoint
Education
Old Dominion University - College of Business and Public Administration 2009 — 2011
BSBA, Marketing, minor Finance
Bethune-Cookman University 2002 — 2003
Merrill Lynch Wealth Management September 2015 - Present
Wells Fargo Bank, N.A. January 2012 - September 2015
First PREMIER Bank – PREMIER Bankcard June 2009 - January 2012
Lehman Brothers August 2008 - September 2008
United States Army April 1999 - September 2004
Skills
Leadership, Team Building, Investments, Wealth Management, Asset Allocation, Financial Planning, Retirement Planning, Finance, Analysis, Strategic Planning, Credit, Sales, Small Business, Policy Analysis, Policy, Community Outreach, Grassroots Organizing, Public Speaking, Strategic Communications
Education
University of Nebraska-Lincoln
Master of Science (MS), Family Financial Planning
Bellevue University
Bachelor of Science (BS), Business
Morton Buildings, Inc. July 2015 - Present
Executive Wealth Management, LLC June 2014 - October 2014
State of Michigan Licensed Realtor 2002 - 2014
Merrill Lynch Wealth Management January 2011 - October 2012
Betten Imports Mercedes-Benz January 2009 - February 2011
Hand Arendall, LLC July 2007 - August 2008
Allen County Board of Commissioners' Office December 1998 - December 2000
Saturn of Fort Wayne August 1993 - December 1998
Skills
Series 7, Series 66, Wealth Management, Retirement Planning, Strategic Financial..., Risk Management, Portfolio Management, Sales Presentations, Negotiation, Public Speaking, NMLS Licensed, Uniform Combined State..., Business Development, CRM, Securities, Insurance, Business Planning, Customer Service, Sales, Investments, Financial Planning, Team Building, Strategic Planning
Education
Duke University 2007 — 2007
Paralegal Certificate, Law
Japan Center for Michigan Universities, Hikone, Japan 1990 — 1991
Grand Valley State University 1986 — 1991
Bachelor of Science (B.S.)
University of Sarajevo, Yugoslavia
Kingston Polytechnic, Kingston, England
Bank of America May 2015 - Present
SunTrust Banks September 2012 - May 2015
Merrill Lynch Wealth Management September 2008 - September 2012
Bank of America January 1986 - September 2008
Skills
Loans, Credit, Commercial Lending, Banking, Commercial Banking, Small Business Lending, Credit Analysis, Consumer Lending, Mortgage Lending, Retail Banking, Portfolio Management, Loan Origination
Education
George Mason University 1983 — 1986
Biology, General
Florida State University January 2011 - December 2012
Merrill Lynch Wealth Management June 2012 - July 2012
New Traditions Bank June 2010 - July 2010
Education
Florida State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Florida State University
Bachelor of Science, Finance
M&T Bank Peer TutorLafayette CollegeAugust 2014 - May 2015
Lafayette College August 2013 - February 2014
Merrill Lynch Wealth Management January 2014 - January 2014
Further Lane Asset Management June 2013 - August 2013
SEI Investments Company January 2013 - January 2013
Further Lane Asset Management January 2013 - January 2013
Spine Arts Center May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Stata, Adobe Indesign, Adobe Photoshop, Intermediate French, Teamwork
Education
Lafayette College 2011 — 2015
Bachelor of Arts (BA), Economics with Finance Certificate; Government & Law Minor, Major GPA: 3.73; Overall GPA: 3.66
Goldsmiths, University of London 2013 — 2013
Studied economics, politics, and film studies