Merrill Lynch Wealth Management

Industry: Banking company

Description

Merrill 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

Employee
Years
Job
Industry
An (Andrew) Feng An (Andrew) Feng Northridge, California Details
An (Andrew) Feng's Merrill Lynch Wealth Management Experience September 2012 - December 2012
Job Management Consulting Intern at Accenture
Industry Investment Banking
Experience
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

Natalie C. Harris Natalie C. Harris Jersey City, New Jersey Details
Natalie C. Harris's Merrill Lynch Wealth Management Experience June 2011 - August 2011
Job Senior Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
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

Dawn Marie Walker Dawn Marie Walker Cary, North Carolina Details
Dawn Marie Walker's Merrill Lynch Wealth Management Experience April 2015 - Present
Job Client Associate at Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Victoria S. Sinkiewicz CRPC®;CRPS® Victoria S. Sinkiewicz CRPC®;CRPS® Denver, Colorado Details
Victoria S. Sinkiewicz CRPC®;CRPS®'s Merrill Lynch Wealth Management Experience June 2012 - December 2013
Job Client Relationship Manager, Consultant, & Advisor
Industry Financial Services
Experience
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

Christopher Pappalardo Christopher Pappalardo Chevy Chase, Maryland Details
Christopher Pappalardo's Merrill Lynch Wealth Management Experience June 2012 - August 2012
Job Student at Kenyon College
Industry Marketing and Advertising
Experience
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

Jacob Shure Jacob Shure Bloomington, Indiana Details
Jacob Shure's Merrill Lynch Wealth Management Experience May 2013 - August 2013
Job Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Christine Meche Christine Meche Stamford, Connecticut Details
Christine Meche's Merrill Lynch Wealth Management Experience February 2012 - Present
Job Assistant Vice President Alternative Investments at Merrill Lynch Wealth Management Bank of America Corporation
Industry Financial Services
Experience
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 Rod Miller, CFP, CLU, ChFC Springfield, Missouri Area Details
Rod Miller, CFP, CLU, ChFC's Merrill Lynch Wealth Management Experience May 2011 - August 2012
Job Client Centric, Independent, Certified Financial Planner
Industry Financial Services
Experience
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

Mike Policar Mike Policar Greater Seattle Area Details
Mike Policar's Merrill Lynch Wealth Management Experience October 2014 - Present
Job Financial Advisor Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

William Ventura, MBA William Ventura, MBA Houston, Texas Details
William Ventura, MBA's Merrill Lynch Wealth Management Experience September 2011 - May 2012
Job Associate at Creations Fine Jewelry
Industry Luxury Goods & Jewelry
Experience
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

Danielle (Ellie) Bennett Danielle (Ellie) Bennett Bloomington, Indiana Details
Danielle (Ellie) Bennett's Merrill Lynch Wealth Management Experience May 2012 - August 2012
Job Brand Ambassador
Industry Marketing and Advertising
Experience
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

Jake Lins Jake Lins Greater Los Angeles Area Details
Jake Lins's Merrill Lynch Wealth Management Experience January 2011 - May 2011
Job EMT/ Driver at Ambulife Ambulance Company
Industry Hospital & Health Care
Experience
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

Jesse Rodriquez, CFP®, CPWA®, CRPC® Jesse Rodriquez, CFP®, CPWA®, CRPC® Newport Beach, California Details
Jesse Rodriquez, CFP®, CPWA®, CRPC®'s Merrill Lynch Wealth Management Experience May 2006 - October 2011
Job Senior Vice President Wealth Management, Senior Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
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

Brian Olmo Brian Olmo San Francisco, California Details
Brian Olmo's Merrill Lynch Wealth Management Experience September 2013 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Investment Management
Experience
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

Ronald Brodrick Ronald Brodrick Greensboro/Winston-Salem, North Carolina Area Details
Ronald Brodrick's Merrill Lynch Wealth Management Experience October 2012 - June 2014
Job Financial Advisor Ameriprise Financial Services
Industry Financial Services
Experience
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

Catherine Arrieta Catherine Arrieta Greater New York City Area Details
Catherine Arrieta's Merrill Lynch Wealth Management Experience May 2012 - December 2013
Job Relationship Manager Associate at Citigold Private Client
Industry Financial Services
Experience
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

Anthony G. Villa, CRPC® Anthony G. Villa, CRPC® Livingston, New Jersey Details
Anthony G. Villa, CRPC®'s Merrill Lynch Wealth Management Experience February 2008 - December 2011
Job Life planner.....helping people to put their money in the context of their lives ...world traveler ...jazz aficionado
Industry Financial Services
Experience
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

Shmuel Goldman Shmuel Goldman New York, New York Details
Shmuel Goldman's Merrill Lynch Wealth Management Experience February 2013 - May 2014
Job Business Analytics & Strategy Consultant at IBM Global Business Services
Industry Management Consulting
Experience
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

Kyle Gaines Kyle Gaines Athens, Georgia Area Details
Kyle Gaines's Merrill Lynch Wealth Management Experience October 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Amber DeLoney-Stewart Amber DeLoney-Stewart Greater New York City Area Details
Amber DeLoney-Stewart's Merrill Lynch Wealth Management Experience September 2013 - Present
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Vincent G Maffucci, CFA, FRM Vincent G Maffucci, CFA, FRM Greater New York City Area Details
Vincent G Maffucci, CFA, FRM's Merrill Lynch Wealth Management Experience March 2013 - Present
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Sean Johnny Ciskanik Sean Johnny Ciskanik Washington D.C. Metro Area Details
Sean Johnny Ciskanik's Merrill Lynch Wealth Management Experience June 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Justin Cowan, MBA Justin Cowan, MBA Harrisburg, Pennsylvania Area Details
Justin Cowan, MBA's Merrill Lynch Wealth Management Experience September 2009 - March 2012
Job Director of the Bureau of Finance and Operations for the Department of State
Industry Government Administration
Experience
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

Laura Walcoff Laura Walcoff Miami/Fort Lauderdale Area Details
Laura Walcoff's Merrill Lynch Wealth Management Experience April 2011 - August 2011
Job Underwriter
Industry Financial Services
Experience
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

George Berry, CFP® George Berry, CFP® San Francisco, California Details
George Berry, CFP®'s Merrill Lynch Wealth Management Experience May 2009 - April 2011
Job Senior Private Client Advisor at Bank of the West
Industry Financial Services
Experience
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

Christopher Tecchio Christopher Tecchio Greater New York City Area Details
Christopher Tecchio's Merrill Lynch Wealth Management Experience February 2011 - May 2011
Job Associate at Capco
Industry Financial Services
Experience
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

Steve Comery Steve Comery New York, New York Details
Steve Comery's Merrill Lynch Wealth Management Experience May 2014 - August 2014
Job Research at GAMCO Investors, Inc.
Industry Financial Services
Experience
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

Nicole Molineux Nicole Molineux Jupiter, Florida Details
Nicole Molineux's Merrill Lynch Wealth Management Experience August 2012 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

David J. Merriman David J. Merriman New York, New York Details
David J. Merriman's Merrill Lynch Wealth Management Experience August 2011 - December 2011
Job Talent Manager at Atrium
Industry Staffing and Recruiting
Experience
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

Grant R. Raskin Grant R. Raskin Greater Philadelphia Area Details
Grant R. Raskin's Merrill Lynch Wealth Management Experience August 2010 - April 2013
Job Founding Partner at MGR Financial Management / LPL Financial
Industry Financial Services
Experience
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

Raymond Gong Raymond Gong San Diego, California Details
Raymond Gong's Merrill Lynch Wealth Management Experience October 2011 - April 2012
Job Benefit Consultant at Colonial Life
Industry Insurance
Experience
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

Matt Burlew, CFP® Matt Burlew, CFP® Lexington, Kentucky Area Details
Matt Burlew, CFP®'s Merrill Lynch Wealth Management Experience 2012 - 2014
Job Financial Advisor The BenderBurlew Group at BB&T Scott & Stringfellow
Industry Financial Services
Experience
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

Brian J. Finnerty Brian J. Finnerty Greater New York City Area Details
Brian J. Finnerty's Merrill Lynch Wealth Management Experience March 2012 - Present
Job Merrill Lynch Wealth Management
Industry Investment Management
Experience
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

Vanessa Dongsuk Kim Vanessa Dongsuk Kim Washington D.C. Metro Area Details
Vanessa Dongsuk Kim's Merrill Lynch Wealth Management Experience November 2010 - February 2011
Job Intern at Merrill Lynch
Industry Public Relations and Communications
Experience
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

Aixa Montagna Aixa Montagna Miami/Fort Lauderdale Area Details
Aixa Montagna's Merrill Lynch Wealth Management Experience July 2009 - September 2009
Job Administrator at Beta Calum, LLC
Industry Construction
Experience
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

John Gottman John Gottman Greater New York City Area Details
John Gottman's Merrill Lynch Wealth Management Experience January 2002 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Banking
Experience
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

John McCullough, CRPC®, CRPS® John McCullough, CRPC®, CRPS® Brooksville, Florida Details
John McCullough, CRPC®, CRPS®'s Merrill Lynch Wealth Management Experience 2006 - Present
Job Senior Financial Advisor
Industry Financial Services
Experience
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

Asha John, MHA Asha John, MHA San Francisco Bay Area Details
Asha John, MHA's Merrill Lynch Wealth Management Experience July 2000 - December 2002
Job Manager, Aggregate Spend, Government Transparency at Abbott Vascular
Industry Research
Experience
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.)

Paul Landaiche Paul Landaiche New York, New York Details
Paul Landaiche's Merrill Lynch Wealth Management Experience July 2009 - April 2013
Job Director of RIA Growth at Dynasty Financial Partners
Industry Financial Services
Experience
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

Christina Flory, MBA, CFP®, CRPC® Christina Flory, MBA, CFP®, CRPC® Greater Philadelphia Area Details
Christina Flory, MBA, CFP®, CRPC®'s Merrill Lynch Wealth Management Experience June 2011 - January 2015
Job CERTIFIED FINANCIAL PLANNER™, VP Private Client Manager at U.S. Trust Private Wealth Management
Industry Financial Services
Experience
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

Trevor Edwards Trevor Edwards Bethlehem, Pennsylvania Details
Trevor Edwards's Merrill Lynch Wealth Management Experience May 2014 - August 2014
Job Summer Financial Analyst FP&A Consumer Banking at Citi
Industry Financial Services
Experience
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

R. Essence Browne, MBA R. Essence Browne, MBA Greater New York City Area Details
R. Essence Browne, MBA's Merrill Lynch Wealth Management Experience September 2009 - March 2010
Job at Bank of America
Industry Financial Services
Experience
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

Kwaku Edusei Kwaku Edusei Palm Beach Gardens, Florida Details
Kwaku Edusei's Merrill Lynch Wealth Management Experience June 2014 - August 2014
Job Accounting Student
Industry Accounting
Experience
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

Jon Anderton Jon Anderton Greater Seattle Area Details
Jon Anderton's Merrill Lynch Wealth Management Experience May 2007 - March 2011
Job Finance Professional & MBA
Industry Financial Services
Experience
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

Andres Sheppard Andres Sheppard Greater New York City Area Details
Andres Sheppard's Merrill Lynch Wealth Management Experience April 2014 - Present
Job Financial Advisor / Portfolio Manager at Merrill Lynch
Industry Financial Services
Experience
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

Bradley Holman Bradley Holman Ann Arbor, Michigan Details
Bradley Holman's Merrill Lynch Wealth Management Experience March 2014 - Present
Job Wealth Management at Merrill Lynch
Industry Financial Services
Experience
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

Tanya Ghaleb-Harter Tanya Ghaleb-Harter Greater New York City Area Details
Tanya Ghaleb-Harter's Merrill Lynch Wealth Management Experience 2009 - Present
Job Director of Liquid Alternatives at Merrill Lynch
Industry Investment Management
Experience
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

Kevin C. McCabe Kevin C. McCabe Charlotte, North Carolina Area Details
Kevin C. McCabe's Merrill Lynch Wealth Management Experience October 2010 - January 2014
Job Ops Market Analyst Bank of America Merrill Lynch
Industry Capital Markets
Experience
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

Farid Dehdilani Farid Dehdilani Greater Los Angeles Area Details
Farid Dehdilani's Merrill Lynch Wealth Management Experience 2008 - 2008
Job Senior Consultant at david french & associates
Industry Management Consulting
Experience
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

J. Alex McDermott J. Alex McDermott Charlotte, North Carolina Area Details
J. Alex McDermott's Merrill Lynch Wealth Management Experience January 2011 - May 2011
Job CPA, Advisory Services at Grant Thornton LLP
Industry Accounting
Experience
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

Augustino Suafoa Augustino Suafoa Indian Wells, California Details
Augustino Suafoa's Merrill Lynch Wealth Management Experience May 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Kelly Cabrera Kelly Cabrera Jacksonville Beach, Florida Details
Kelly Cabrera's Merrill Lynch Wealth Management Experience October 2014 - February 2015
Job Attended Florida State College at Jacksonville
Industry Marketing and Advertising
Experience
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

Artur Sierota Artur Sierota Greater New York City Area Details
Artur Sierota's Merrill Lynch Wealth Management Experience June 2011 - July 2011
Job Interest Rates and Credit Derivative Sales Assistant
Industry Investment Banking
Experience
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

John Thiel John Thiel Greater New York City Area Details
John Thiel's Merrill Lynch Wealth Management Experience April 2011 - Present
Job Head of Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Luke Wolf, J.D. Luke Wolf, J.D. Greater Detroit Area Details
Luke Wolf, J.D.'s Merrill Lynch Wealth Management Experience December 2014 - Present
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Justine Humenansky Justine Humenansky New York, New York Details
Justine Humenansky's Merrill Lynch Wealth Management Experience April 2013 - August 2013
Job Equity Research Analyst at Barclays Capital
Industry Financial Services
Experience
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

Daniel R. Gilham, CRPC® Daniel R. Gilham, CRPC® Jacksonville, Florida Area Details
Daniel R. Gilham, CRPC®'s Merrill Lynch Wealth Management Experience February 2008 - March 2012
Job Financial Advisor at The Forbes Thompson Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Ryan Mahon Ryan Mahon Greater New York City Area Details
Ryan Mahon's Merrill Lynch Wealth Management Experience January 2010 - May 2010
Job Analyst at Folger Hill Asset Management LLC
Industry Financial Services
Experience
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

Alan Block, CFP Alan Block, CFP Greater New York City Area Details
Alan Block, CFP's Merrill Lynch Wealth Management Experience October 2013 - Present
Job First Vice President Investments
Industry Financial Services
Experience
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

Remy Norman, BBA, MiF, MBA Remy Norman, BBA, MiF, MBA Houston, Texas Area Details
Remy Norman, BBA, MiF, MBA's Merrill Lynch Wealth Management Experience July 2011 - August 2011
Job Sales Support Lead North America at RollsRoyce
Industry Oil & Energy
Experience
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)

Andrew Kurz Andrew Kurz Miami/Fort Lauderdale Area Details
Andrew Kurz's Merrill Lynch Wealth Management Experience January 2011 - April 2011
Job South Florida Utilities Account Manager at Ring Power Corporation
Industry Construction
Experience
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

Adrian Concepcion, CFP®, ChFC®, CRPC® Adrian Concepcion, CFP®, ChFC®, CRPC® San Diego, California Details
Adrian Concepcion, CFP®, ChFC®, CRPC®'s Merrill Lynch Wealth Management Experience October 2010 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Brian Mann Brian Mann Los Angeles, California Details
Brian Mann's Merrill Lynch Wealth Management Experience December 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Amy Griffis Amy Griffis Greater New York City Area Details
Amy Griffis's Merrill Lynch Wealth Management Experience November 2011 - March 2012
Job MBA Candidate and Roy H. Park Leadership Fellow at Cornell, Johnson Graduate School of Management
Industry Financial Services
Experience
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

Jim Mirenda, CFP® Jim Mirenda, CFP® East Dorset, Vermont Details
Jim Mirenda, CFP®'s Merrill Lynch Wealth Management Experience November 2009 - August 2012
Job Wealthcare Advisor at Wealthcare Capital Management
Industry Financial Services
Experience
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

John Ferlazzo John Ferlazzo Greater New York City Area Details
John Ferlazzo's Merrill Lynch Wealth Management Experience September 2011 - December 2011
Job Sales Planner at Fuse TV
Industry Marketing and Advertising
Experience
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

Liam Carlos Crowley Liam Carlos Crowley Miami/Fort Lauderdale Area Details
Liam Carlos Crowley's Merrill Lynch Wealth Management Experience February 2008 - September 2011
Job Portfolio Specialist at BlackRock
Industry Financial Services
Experience
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

Rachael Dean, CPA Rachael Dean, CPA West Palm Beach, Florida Area Details
Rachael Dean, CPA's Merrill Lynch Wealth Management Experience May 2011 - August 2011
Job Experienced Tax Associate
Industry Accounting
Experience
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

George E. Zeranick Jr. George E. Zeranick Jr. Greater Pittsburgh Area Details
George E. Zeranick Jr.'s Merrill Lynch Wealth Management Experience August 2012 - October 2012
Job Sales
Industry Oil & Energy
Experience
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

Ashton Hodgson Ashton Hodgson Houston, Texas Details
Ashton Hodgson's Merrill Lynch Wealth Management Experience April 2003 - March 2007
Job Recording/Mix Engineer and Music Producer
Industry Music
Experience
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

Jasmine Copeland Jasmine Copeland Greater St. Louis Area Details
Jasmine Copeland's Merrill Lynch Wealth Management Experience June 2011 - August 2011
Job Business Valuation Associate at Deloitte
Industry Financial Services
Experience
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

Scott Davenport Scott Davenport Knoxville, Tennessee Area Details
Scott Davenport's Merrill Lynch Wealth Management Experience February 2013 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Investment Management
Experience
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

Chitra Hota Chitra Hota Greater New York City Area Details
Chitra Hota's Merrill Lynch Wealth Management Experience April 2011 - June 2015
Job
Industry Financial Services
Experience
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

Arthur Lundsten Arthur Lundsten Williamsburg, Virginia Details
Arthur Lundsten's Merrill Lynch Wealth Management Experience May 2012 - Present
Job Financial Advisor at Merrill Lynch, Wealth Management
Industry Financial Services
Experience
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

Virginia Alan Virginia Alan Greater Detroit Area Details
Virginia Alan's Merrill Lynch Wealth Management Experience January 2011 - 2011
Job Executive Administrator at Douglas Marketing Group, LLC
Industry Marketing and Advertising
Experience
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

Bauckhage, Christoph Bauckhage, Christoph Greater Boston Area Details
Bauckhage, Christoph's Merrill Lynch Wealth Management Experience June 1999 - September 1999
Job Vice President of Global Sales at Laird
Industry Medical Devices
Experience
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.)

Adam Lynne Adam Lynne New York, New York Details
Adam Lynne's Merrill Lynch Wealth Management Experience August 2011 - September 2011
Job Equity Advanced Specialist at Bloomberg LP
Industry Financial Services
Experience
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

Tammy Smithers Tammy Smithers Greater Philadelphia Area Details
Tammy Smithers's Merrill Lynch Wealth Management Experience 2008 - 2009
Job Sales Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
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

Staci Stilts Staci Stilts Mount Laurel, New Jersey Details
Staci Stilts's Merrill Lynch Wealth Management Experience September 2014 - June 2015
Job Virtual Assistant/Owner of Virtually Administrative, LLC Offering Administrative Assistance from a Distance
Industry Executive Office
Experience
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

David Over David Over Lancaster, Pennsylvania Details
David Over's Merrill Lynch Wealth Management Experience December 2011 - June 2013
Job Financial Advisor at Ambassador Advisors
Industry Financial Services
Experience
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

Devon Almeida Devon Almeida Greater Philadelphia Area Details
Devon Almeida's Merrill Lynch Wealth Management Experience May 2010 - July 2010
Job Corporate Trust Trainee at Christiana Trust, a division of Wilmington Savings Fund Society, FSB
Industry Financial Services
Experience
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

Ira H. Mandel CRPC®, MBA, MSRED Ira H. Mandel CRPC®, MBA, MSRED Greater New York City Area Details
Ira H. Mandel CRPC®, MBA, MSRED's Merrill Lynch Wealth Management Experience 2011 - 2013
Job Wealth Management Advisor, CRPC® Retirement Planning, Divorce Mediator, Divorce Financial Advisor & Company 401K Plans
Industry Financial Services
Experience
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.)

Lauren Wagner Boyman Lauren Wagner Boyman United States Details
Lauren Wagner Boyman's Merrill Lynch Wealth Management Experience 2002 - 2004
Job Head of Marketing Strategy and Chief Operating Officer of Marketing at Morgan Stanley
Industry Financial Services
Experience
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

Bruce Manasevit Bruce Manasevit Greater New York City Area Details
Bruce Manasevit's Merrill Lynch Wealth Management Experience October 2007 - Present
Job Accredited Domestic Partnership Advisor, Certified Divorce Financial Analyst
Industry Investment Management
Experience
Merrill Lynch Wealth Management   October 2007 - Present

Education
Columbia Business School   1979 — 1981
MBA

Washington University in St. Louis   1975 — 1979
BA

Amy Singer Amy Singer Henrietta, New York Details
Amy Singer's Merrill Lynch Wealth Management Experience June 2004 - November 2011
Job Executive Assistant / Six15 Technologies
Industry Military
Experience
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

Alan T. Wragg Alan T. Wragg Greater New York City Area Details
Alan T. Wragg's Merrill Lynch Wealth Management Experience March 2006 - October 2013
Job President, TIME LIFE Alumni Society
Industry Marketing and Advertising
Experience
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

Nicholas Budden Nicholas Budden Greater New York City Area Details
Nicholas Budden's Merrill Lynch Wealth Management Experience May 2012 - May 2013
Job Senior Assistant Brand Manager, Qtips & Vaseline
Industry Marketing and Advertising
Experience
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

Nathaniel Hoch, APRM Nathaniel Hoch, APRM Greater Minneapolis-St. Paul Area Details
Nathaniel Hoch, APRM's Merrill Lynch Wealth Management Experience May 2009 - August 2009
Job Associate Portfolio Analyst at RBC
Industry Investment Management
Experience
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

Margaret Allison Margaret Allison Greater New York City Area Details
Margaret Allison's Merrill Lynch Wealth Management Experience January 2012 - May 2012
Job Junior Account Executive Private Label & Off Price Sector
Industry Luxury Goods & Jewelry
Experience
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

Brian Ward, CRPC® Brian Ward, CRPC® Greater Chicago Area Details
Brian Ward, CRPC®'s Merrill Lynch Wealth Management Experience 2011 - 2013
Job Finance Professional with 15+ years of experience in Consumer Finance.
Industry Financial Services
Experience
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

Will O'Hara Will O'Hara Greater Chicago Area Details
Will O'Hara's Merrill Lynch Wealth Management Experience November 2011 - May 2012
Job Financial Services Representative at Zeigler Automotive Group
Industry Financial Services
Experience
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

Nathaniel Billings Nathaniel Billings Provo, Utah Area Details
Nathaniel Billings's Merrill Lynch Wealth Management Experience July 2011 - August 2011
Job Videographer & Editor at State of Utah
Industry International Trade and Development
Experience
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

Drew Shives Drew Shives Greater New York City Area Details
Drew Shives's Merrill Lynch Wealth Management Experience October 2010 - December 2010
Job Investment Analyst at Rocaton Investment Advisors
Industry Research
Experience
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

Mark Benning Mark Benning Greater San Diego Area Details
Mark Benning's Merrill Lynch Wealth Management Experience 2012 - 2013
Job
Industry Investment Management
Experience
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

Peter Gravin Peter Gravin Greater San Diego Area Details
Peter Gravin's Merrill Lynch Wealth Management Experience June 2011 - October 2012
Job Attorney
Industry Legal Services
Experience
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

Patricia Bates Patricia Bates New York, New York Details
Patricia Bates's Merrill Lynch Wealth Management Experience May 2009 - June 2009
Job Attorney
Industry Law Practice
Experience
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

Melissa Te Melissa Te Greater New York City Area Details
Melissa Te's Merrill Lynch Wealth Management Experience June 2007 - August 2007
Job Assistant Buyer Women's Contemporary at Saks Fifth Avenue
Industry Retail
Experience
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

William Taylor, Executive MBA William Taylor, Executive MBA Greater Salt Lake City Area Details
William Taylor, Executive MBA's Merrill Lynch Wealth Management Experience October 2010 - June 2012
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Dylan Spehler Dylan Spehler New York, New York Details
Dylan Spehler's Merrill Lynch Wealth Management Experience February 2011 - May 2011
Job Manager, Partnership Development North America, FX International Payments
Industry Financial Services
Experience
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

Andrew Stempel Andrew Stempel New York, New York Details
Andrew Stempel's Merrill Lynch Wealth Management Experience May 2012 - July 2012
Job Summer Legal Intern at Rosenberg, Minc, Falkoff & Wolff, LLP
Industry Law Practice
Experience
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

Ryan Mauri Ryan Mauri Greater New York City Area Details
Ryan Mauri's Merrill Lynch Wealth Management Experience January 2010 - May 2011
Job Senior Project Manager at REPUCOM
Industry Marketing and Advertising
Experience
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

Rajiv Dadlani Rajiv Dadlani San Francisco, California Details
Rajiv Dadlani's Merrill Lynch Wealth Management Experience 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Investment Management
Experience
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

Monisha Kumar Monisha Kumar Greater New York City Area Details
Monisha Kumar's Merrill Lynch Wealth Management Experience September 2010 - June 2014
Job SVP, Program Managment, Wholesale Banking, Operations Risk & Compliance at Wells Fargo
Industry Financial Services
Experience
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

John Ptak John Ptak Greater Boston Area Details
John Ptak's Merrill Lynch Wealth Management Experience January 2010 - September 2010
Job Vice PresidentClient Relationship Manager
Industry Financial Services
Experience
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

Christopher Andrews, CFA, CFP Christopher Andrews, CFA, CFP Palm Beach, Florida Details
Christopher Andrews, CFA, CFP's Merrill Lynch Wealth Management Experience 1999 - Present
Job Senior Vice President, Private Wealth Advisor at Merrill Lynch
Industry Investment Management
Experience
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

Peter Tovar Peter Tovar Greater New York City Area Details
Peter Tovar's Merrill Lynch Wealth Management Experience 1995 - 2007
Job Managing Director, Global Brand Communications, Legg Mason Global Asset Management
Industry Financial Services
Experience
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

Odile Santos Odile Santos Miami/Fort Lauderdale Area Details
Odile Santos's Merrill Lynch Wealth Management Experience September 2007 - November 2007
Job Frontier & Emerging Markets Investment Analyst at Consilium Investment Management
Industry Financial Services
Experience
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

Jason K. Mairowitz, CRPC® Jason K. Mairowitz, CRPC® Greater New York City Area Details
Jason K. Mairowitz, CRPC®'s Merrill Lynch Wealth Management Experience November 2004 - Present
Job Vice President | Wealth Management Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management   November 2004 - Present

Education
Indiana University Bloomington
Bachelor's Degree

Indiana University - Kelley School of Business

Rachel (Grabb) Orlando, CFP® Rachel (Grabb) Orlando, CFP® Indianapolis, Indiana Area Details
Rachel (Grabb) Orlando, CFP®'s Merrill Lynch Wealth Management Experience June 1998 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch Wealth Management   June 1998 - Present

Skills
Series 7, Retirement Planning, Asset Allocation, Wealth Management, Series 63

Education
Indiana University Bloomington   1994 — 1998

Conor Flanagan, CFP(R), ChFC(R) Conor Flanagan, CFP(R), ChFC(R) Columbus, Ohio Area Details
Conor Flanagan, CFP(R), ChFC(R)'s Merrill Lynch Wealth Management Experience April 2015 - Present
Job CERTIFIED FINANCIAL PLANNER(TM) with The Ryan Team at Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Bob DeWitt Bob DeWitt Austin, Texas Area Details
Bob DeWitt's Merrill Lynch Wealth Management Experience August 2010 - Present
Job Wealth Management Advisor CFP®, CIMA®, CPWA® at Merrill Lynch
Industry Financial Services
Experience
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

Jason Larch Jason Larch Greater St. Louis Area Details
Jason Larch's Merrill Lynch Wealth Management Experience 2012 - Present
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Robert Tavano Robert Tavano Greater San Diego Area Details
Robert Tavano's Merrill Lynch Wealth Management Experience January 2000 - Present
Job Senior Vice President at Merrill Lynch Wealth Management (retired)
Industry Financial Services
Experience
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

Kenneth Winch, CFA Kenneth Winch, CFA Greater New York City Area Details
Kenneth Winch, CFA's Merrill Lynch Wealth Management Experience January 2010 - March 2013
Job Executive Director, Head of Segment and Banking Marketing at UBS
Industry Financial Services
Experience
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

Ron Bentley Ron Bentley Chandler, Arizona Details
Ron Bentley's Merrill Lynch Wealth Management Experience July 2010 - Present
Job Financial Solutions Advisor at Bank of America Merrill Edge
Industry Financial Services
Experience
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

Patrick Sands Patrick Sands Greater Boston Area Details
Patrick Sands's Merrill Lynch Wealth Management Experience November 1998 - Present
Job Administrative Manager VP/Investments at Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch Wealth Management   November 1998 - Present
suretrade  1998 - 2009

Education
Iona College   1993 — 1997
Bachelors, Marketing

Brandon Stymiest Brandon Stymiest Charlotte, North Carolina Area Details
Brandon Stymiest's Merrill Lynch Wealth Management Experience January 2003 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

Lance Fraser Lance Fraser Greater New York City Area Details
Lance Fraser's Merrill Lynch Wealth Management Experience January 2006 - Present
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
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

Neil Horowitz Neil Horowitz Sarasota, Florida Area Details
Neil Horowitz's Merrill Lynch Wealth Management Experience October 2006 - March 2015
Job Fifth Third Private Bank Senior Private Banker
Industry Banking
Experience
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

Nikos Kollias Nikos Kollias Greater New York City Area Details
Nikos Kollias's Merrill Lynch Wealth Management Experience July 2010 - June 2014
Job AVP Certified Black Belt Six Sigma
Industry Financial Services
Experience
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

David Molag David Molag Greater Grand Rapids, Michigan Area Details
David Molag's Merrill Lynch Wealth Management Experience April 2010 - June 2011
Job Account Manager at Ventura Manufacturing
Industry Automotive
Experience
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

Richard Messina Richard Messina Greater New York City Area Details
Richard Messina's Merrill Lynch Wealth Management Experience November 2009 - December 2012
Job Vice President/Head of Investment Product Management at E*TRADE Financial
Industry Financial Services
Experience
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

Hsiou-Chi Liou, PhD, CFA Hsiou-Chi Liou, PhD, CFA New York, New York Details
Hsiou-Chi Liou, PhD, CFA's Merrill Lynch Wealth Management Experience 2014 - Present
Job Biotech Cofounder and Financial Advisor
Industry Financial Services
Experience
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

David B. Smith David B. Smith Greater Boston Area Details
David B. Smith's Merrill Lynch Wealth Management Experience May 2011 - Present
Job Smith & Burns Group at Merrill Lynch Wealth Management
Industry Investment Management
Experience
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

Julie Haber Julie Haber Greater New York City Area Details
Julie Haber's Merrill Lynch Wealth Management Experience January 2011 - Present
Job Mutual Fund Product Manager at Bank of America Merrill Lynch
Industry Investment Management
Experience
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

Bruce Quackenbush Bruce Quackenbush Greater New York City Area Details
Bruce Quackenbush's Merrill Lynch Wealth Management Experience February 2013 - June 2014
Job Investment and Financial Markets Executive
Industry Investment Management
Experience
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

Kristine Gutkowski Kristine Gutkowski Greater Pittsburgh Area Details
Kristine Gutkowski's Merrill Lynch Wealth Management Experience March 1984 - Present
Job Senior Associate at Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Glen W Mathews, Jr. Glen W Mathews, Jr. Greater New York City Area Details
Glen W Mathews, Jr.'s Merrill Lynch Wealth Management Experience July 2007 - Present
Job Registered Senior Client Associate at Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Marty Byrne Marty Byrne Greater Philadelphia Area Details
Marty Byrne's Merrill Lynch Wealth Management Experience 2010 - September 2014
Job Vice President, Strategic Planning
Industry Program Development
Experience
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

Jose Barraza Jose Barraza Greater New York City Area Details
Jose Barraza's Merrill Lynch Wealth Management Experience June 2008 - August 2008
Job Internal Auditor, MTA HQ
Industry Accounting
Experience
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

Hope Martin Hope Martin Greater Boston Area Details
Hope Martin's Merrill Lynch Wealth Management Experience January 2014 - May 2014
Job Managing Director at Vigilant Capital Management, LLC.
Industry Financial Services
Experience
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

Wade Myatt, CRPC® Wade Myatt, CRPC® Bryan/College Station, Texas Area Details
Wade Myatt, CRPC®'s Merrill Lynch Wealth Management Experience November 2012 - Present
Job CRPC®, Vice President, Senior Financial Advisor with Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Shannon Feight Shannon Feight New York, New York Details
Shannon Feight's Merrill Lynch Wealth Management Experience September 2009 - November 2009
Job Electronic Sales Trading at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

David S. Ramirez David S. Ramirez Greater New York City Area Details
David S. Ramirez's Merrill Lynch Wealth Management Experience February 2011 - Present
Job Senior Vice President at Merrill Lynch Wealth Management, CRPC®
Industry Financial Services
Experience
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

Mareio Overton Mareio Overton Washington D.C. Metro Area Details
Mareio Overton's Merrill Lynch Wealth Management Experience January 2011 - May 2011
Job Donor Services Associate (Contractor) at THE AMERICAN RED CROSS
Industry Marketing and Advertising
Experience
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

Daniel Willard Daniel Willard Greater Minneapolis-St. Paul Area Details
Daniel Willard's Merrill Lynch Wealth Management Experience September 2015 - Present
Job TFA at Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Angelia Groom Angelia Groom Grand Rapids, Michigan Details
Angelia Groom's Merrill Lynch Wealth Management Experience January 2011 - October 2012
Job New Construction Sales Consultant
Industry Construction
Experience
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

Ron Moriarty Ron Moriarty Leesburg, Virginia Details
Ron Moriarty's Merrill Lynch Wealth Management Experience September 2008 - September 2012
Job Mortgage Loan Officer at Bank of America
Industry Financial Services
Experience
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

Thomas Tschopp Thomas Tschopp Altamonte Springs, Florida Details
Thomas Tschopp's Merrill Lynch Wealth Management Experience June 2012 - July 2012
Job Florida State University, graduate
Industry Financial Services
Experience
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

Karina Goodman Karina Goodman Buffalo, New York Details
Karina Goodman's Merrill Lynch Wealth Management Experience January 2014 - January 2014
Job Management Development Trainee at M&T Bank
Industry Financial Services
Experience
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

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